CPE Catalog & Events
2024 Resolving Ethical Dilemmas-You Make the Call
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TBD
1.5 Credits
Member Price: $59
Ethical frameworks Threats and safeguards to objectivity and independence
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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TBD
4.0 Credits
Member Price: $129
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
Building a Better Budget in a Time of Uncertainty
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Budgets vs. ForecastsCyclicalityCore Earnings & Sustainable GrowthIdentifying Key Forecast DriversReasonableness in ForecastingApproaches to BudgetingBudgeting VariancesHorizontal AnalysisFlexible Budgeting
Leases: ASC Topic 842 in Depth 2024
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TBD
8.0 Credits
Member Price: $299
• FASB ASC 842, Leases • All recently released updates to ASC 842, Leases
K2's 2023 Excel Best Practices
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TBD
8.0 Credits
Member Price: $225
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
K2's 2023 Case Studies in Fraud and Technology Controls - 8 Hrs
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TBD
8.0 Credits
Member Price: $225
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
2024 Annual Update for Governments & Not-for-Profits
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:New GASB standardsGASB 100, Accounting Changes and Error CorrectionsGASB 101, Compensated Absences.Accounting Standard Updates issued by the FASBNot-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on.Yellow Book and Single Audit engagements.Changes in the 2024 Compliance SupplementChanges to the Uniform GuidanceCommon deficiencies identified by the federal agencies and peer reviewers.
Managing Current Fraud Trends in a Shifting Environment
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:Summary of the impact of fraud on entities worldwide.Common fraud schemes and typical median losses that result.How smaller entity fraud risk differs from those of larger entities.The statistical profile of the most common fraud perpetrator.The most effective methods for preventing and detecting fraud.Cybersecurity risk management trends and best practices.
Surgent's A Complete Guide to the Yellow Book
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TBD
8.0 Credits
Member Price: $279
When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)? How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more) The Yellow Book requirements related to the performance of and reporting on a financial audit The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
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TBD
8.0 Credits
Member Price: $299
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including SAS 136 implementation Common mistakes as noted in peer reviews and DOL inspections
Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms
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TBD
8.0 Credits
Member Price: $279
Classifying receipts between “income” and “corpus” under the Uniform Principal and Income Act Calculation of DNI utilizing three different methods, a “forms” method (Schedule B), a “code” method, and a “shortcut” method, utilizing a worksheet of common income and expenses Proper W-2 preparation and procedures in the year of death Taxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of simple trusts Fluctuating trusts – Simple one year, complex the next Dividing income in the year of death Overview of Subchapter J Form preparation issues – Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1 Other considerations: excess deductions on termination Effects of the CARES and Tax Relief Acts on trusts: §461(l) Excess Business Loss Limitation, NOL, §163(j) modifications, new employer credits Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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TBD
8.0 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers Retirements and redemptions: considerations for partnerships and S corporations Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis Overview of the economics and tax consequences of crowdfunding campaigns Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships New Form 1099-K reporting requirements Bonus depreciation Section 163(j) Section 174 Research & Experimental Expenditures New FinCEN reporting requirements in 2024 Employee vs independent contractor considerations that companies should be aware of A review of like-kind exchange transactions under §1031 State and local taxes: pass-through entity workarounds Special basis adjustments, including comprehensive examples
Microsoft Outlook "Must Know" Email Tips
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Quick Parts to streamline message composition.Eliminating inefficient back and forth appointment scheduling with the Bookings app.Using category codes and contacts to send bulk emails.Sending emails to Teams and OneNote.Organizing your inbox with custom views, rules and folders.Mastering the search tools to find emails quickly.Review of key option settings to maximize email productivity.
Imagining a World Without Non-Competes
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TBD
1.0 Credits
Member Price: $39
Federal non-compete law State non-compete law
K2's 2023 Safeguarding Taxpayer Data - A Guide For Your RequiredSecurity Plan
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TBD
2.0 Credits
Member Price: $79
Understand the need to protect client data Learn about the required security and privacy standards Leave with a sample plan to consider your tax practice
Governmental Accounting 101
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TBD
2.0 Credits
Member Price: $79
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
2024 Deep Dive into Quality Management
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TBD
2.0 Credits
Member Price: $79
Quality Management Risk Assessment SQMS
K2's 2024 Tech Update
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TBD
2.0 Credits
Member Price: $79
AI and machine learning trends Quantum computing in finance Understanding the growing impact of blockchain and digital currencies in accounting Software and hardware innovations
Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
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TBD
2.0 Credits
Member Price: $99
Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations
Surgent's Mastering Client Management for Accounting and Finance Professionals
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TBD
2.0 Credits
Member Price: $99
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice