CPE Catalog & Events
2024 Practical Ethics and Circular 230 Compliance for CPAs
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TBD
4.0 Credits
Member Price: $129
Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation
ACPEN Signature 2024: Accounting & Auditing Update
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TBD
8.0 Credits
Member Price: $250
FASB Statements and Interpretations Statements on Auditing Standards Ethics Interpretations (1 hour CPE) Statements on Standards for Accounting and Review Services
Real Estate Professionals, Passive Activity and Section 199A
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Definition of a real estate professionalPros and cons of being a real estate professionalIntegration of the real estate professional rules with reporting on Form 1040, Schedule EReal estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rulesReal estate professionals and the Form 8582 (Passive Activities)How to make the "grouping" election for passive activities and the flow-through deductionSeveral real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standardsReal estate professionals and the "former passive activities" rules
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
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TBD
2.0 Credits
Member Price: $99
Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting Review the three levels of service Discuss technology options Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche
Excel - Using Charts for a Non-Financial Audience
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Selecting the right chart type Creating dynamic chartsChoosing data to display as a chart Customizing charts with all the various chart options Printing and sharing your charts
Asset Misappropriation - Let Me Count the Ways
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TBD
2.0 Credits
Member Price: $79
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
2024 AICPA Regulatory Ethics Update
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TBD
2.0 Credits
Member Price: $79
NOCLAR 529 Plans Recently Issued Interpretations
Cash Management: Strategies for Long-Term Success
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TBD
2.0 Credits
Member Price: $79
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
How To Build High-Performing Teams in Challenging Times
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TBD
2.0 Credits
Member Price: $89
The major subjects that will be covered in this course include:Collaboration at its bestCreating Psychological safetyBuilding trust, even when it has been lostThe need for cognitive diversity amongst teams
Managing the Accounting Department
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TBD
4.0 Credits
Member Price: $129
Accounting Leadership Management
2024 Accounting & Auditing Update for Small Businesses
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TBD
4.0 Credits
Member Price: $129
FRF for SMEs Quality Management Private Company Council
2024 S Corporation Checkup: Key Tax Issues & Forms Reporting
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TBD
4.0 Credits
Member Price: $129
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculation
K2's 2023 QuickBooks for Accountants
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TBD
8.0 Credits
Member Price: $225
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
K2's 2023 Accounting Solutions Mid-Market
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TBD
1.0 Credits
Member Price: $39
Probable third-party solutions required Accounting solutions for specific industries Specific strategies to use in selecting a system Guidance on preparatory steps and conversions
Managing with a CEO Mentality
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Developing a CEO Mindset: Sharrin will discuss how to cultivate the mindset necessary for effective leadership, emphasizing the qualities and thought processes that define successful CEOs.Strategic Thinking: The session will cover how to think strategically, which is crucial for making decisions that benefit the long-term objectives of an organization.Decision Making: Sharrin will share insights into making informed decisions that align with a company's goals, ensuring that each choice contributes to the bigger picture.Inspiring and Motivating Teams: Leadership is as much about leading people as it is about managing business operations. Sharrin will provide techniques for inspiring teams, motivating them towards common goals, and fostering a positive work environment.Fostering a Culture of Accountability: Understanding how to create a culture where everyone takes responsibility for their actions and contributions is vital. This part of the session will focus on building accountability within teams.Driving High Performance: Lastly, Sharrin will share strategies to drive high performance in organizations, ensuring that both leaders and their teams are operating at their best.
2024 Moving Beyond the Basics of Excel
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TBD
2.0 Credits
Member Price: $79
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables
Coaching & Counseling - Performance Management
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TBD
1.0 Credits
Member Price: $39
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Coaching & Counseling - Addressing Misconduct
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TBD
1.2 Credits
Member Price: $39
Insubordination Personality and attitude problems. Generalized disparaging comments Previously unaddressed conduct. Misconduct due to mental condition Corrective action meetings and documentation. Attendance control.
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
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TBD
2.0 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Understanding and Preventing Budget Calamities
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TBD
2.0 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types