CPE Catalog & Events
2024 Fiduciary & Tax Accounting Guide for Estates and Trusts
-
TBD
4.0 Credits
Member Price: $129
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Estates & Trusts tax bracket Form 1041 - Schedule I Filing requirements Section 645 Election Estimated taxes
K2's 2024 Paperless Office
-
TBD
8.0 Credits
Member Price: $225
The importance of “going paperless” Key technologies that facilitate a paperless office Advantages of going paperless Examples of leading document management systems and processes
2024 Analytical Procedures: Practical Applications and Standards
-
TBD
2.0 Credits
Member Price: $79
Discussion of analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
Revenue: Miscellaneous Topics 2024
-
TBD
2.0 Credits
Member Price: $89
• FASB ASC 606, Revenue from Contracts with Customers • FASB ASC 340-40. Other Assets and Deferred Costs • All recently released updates to ASC Topic 606
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
-
TBD
2.0 Credits
Member Price: $99
The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor How disgruntled independent contractors can use IRS Form 8919 against a former employer When and how to use §530 as a defense in worker classification audits What is "industry practice" for §530 purposes Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees The IRS’s Voluntary Classification Settlement Program — advantages and disadvantages
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act
-
TBD
2.0 Credits
Member Price: $99
Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act
Tax Elections: Beware of the Minefield 2024
-
TBD
2.0 Credits
Member Price: $89
• Tax elections for various entities • Tax elections relevant for accounting matters • Tax elections involving special items
Understanding the New Forms K-2 and K-3
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
K2's 2023 Excel Charting And Visualizations
-
TBD
4.0 Credits
Member Price: $129
Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations
Data Visualization and Mapping Tools for Accountants
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:The new visually rich and post-literate worldBusiness case for data visualizationsFreely usable and stock imagery, animated GIFs, emojis, infographics, animations, logos, interactive images, word cloudsExcel Analytics Apps, Excel Dashboard Tips, PowerPoint TemplatesLocation Intelligence and Maps, sonification, synthetic media, leading software review portalsVideo-conferencing and live broadcasting, screen and webcam recording, online presentation platformsImage Editors, video apps, motion graphics and special effects, video creators, 3D design and simulation, data viz tutorials, design talent marketplacesMind maps, visual resumes, diagrams, charts, timelines, digital flipbooks, information dashboards
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
-
TBD
4.0 Credits
Member Price: $159
Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney Pet Trusts – the emerging necessities State, county, and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
-
TBD
4.0 Credits
Member Price: $159
Timely coverage of breaking tax legislation A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot, hidden, or miscellaneous developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
2024 Rewards & Recognition Strategies for Leaders
-
TBD
1.0 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
Transition from SSAE 16 to SSAE 18
-
TBD
1.0 Credits
Member Price: $45
SSAE 18 Intent Impact of Change Subservice Organization Modifications of SSAE 18 Monitoring Risk Assessment Complimentary Controls Evidence
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
-
TBD
1.0 Credits
Member Price: $39
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
Anti-Money Laundering Warning Signs and Mitigation Techniques
-
TBD
2.0 Credits
Member Price: $85
Warning signs of money laundering Legal services Prevention AML mitigation methods Features to look for in AML solutions Ten things in AML watchlist provider
2024 Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
-
TBD
2.0 Credits
Member Price: $79
Background of the Corporate Transparency Act Beneficial Ownership Information Reporting (BOIR) Rule Entities required to report Reporting requirements imposed by the CTA Due dates of reports Information needed to satisfy the BOIR Impact of failure to report How to submit a report Court rulings on CTA’s unconstitutionality Implications to entities as a result of the ruling in NSB Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers
Audit 404: Maximizing Analytic Procedure Evidence on Audits
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Financial statement analysis, and communicating insights to financial statement usersImproving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatementDeveloping plausible expectations for comparison to actual financial resultsDetecting earnings management and other risks through analytic procedures
K2's 2024 Time To Advance Automation - Strategies And Tools For Efficiency
-
TBD
2.0 Credits
Member Price: $79
Advanced Automation Strategies: Best practices for starting or enhancing your automation journey Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects
K2's 2024 What's Now, What's Next - Emerging Technologies
-
TBD
2.0 Credits
Member Price: $79
Quantum Computing The integration of physical and digital experiences Self-supervised learning Synthetic data and its implications for AI training