CPE Catalog & Events
Surgent's Accountability and Action
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TBD
4.0 Credits
Member Price: $159
Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don’t do well
Surgent's Understanding and Testing Control and Compliance in a Single Audit
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TBD
4.0 Credits
Member Price: $159
The essential internal control concepts applied in single audits How auditors obtain an understanding of controls over compliance and test the effectiveness of those controls in single audits How auditors plan and perform tests of compliance in single audits The identification and reporting of control and compliance findings
ACPEN: The Ethics Hour: Dealing With Conflicts of Interest: Members in Business and Industry, featuring Don Minges
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TBD
1.0 Credits
Member Price: $39
The multi-step process to address conflicts of interest How to remedy threats Preparing to defend your actions or inactions Causes of conflicts of interest
ACPEN: Ethics - Keeping the Good from Breaking Bad
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TBD
1.0 Credits
Member Price: $39
Ethical business behavior Ethical business decisions
ACPEN: K2’s Formatting Excel Spreadsheets The Right Way
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TBD
2.0 Credits
Member Price: $89
Creating and using Styles in Excel The Accounting Format and why you should use it How to Create Custom Formats Formatting dates for maximum impact The advantages of storing formats in templates
ACPEN: K2’s Getting Started With Artificial Intelligence
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TBD
2.0 Credits
Member Price: $89
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions
ACPEN: Preparation, Compilation and Review Engagements
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TBD
2.0 Credits
Member Price: $89
Auditing Yellowbook
ACPEN: Microsoft Excel: Moving Beyond the Basics
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TBD
2.0 Credits
Member Price: $89
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis
ACPEN: The Commonsense Approach to Auditing for Fraud
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TBD
3.0 Credits
Member Price: $89
Occupational Fraud Professional Skepticism Fraud Indicators Error vs. Fraud Fraud Risk Fraud Hypothesis Development Fraud Intent
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
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TBD
2.0 Credits
Member Price: $99
529 to Roth: who, what, when, and how SECURE Act 1.0 and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
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TBD
3.0 Credits
Member Price: $149
Due diligence checklist items Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and the residual method Selling sole proprietorships, partnerships, and corporations Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock
ACPEN: Current Fraud Trends - Nonprofit and Government Entities
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TBD
2.0 Credits
Member Price: $89
Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud
ACPEN: Overcome Your Obstacles to Abundance
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TBD
4.0 Credits
Member Price: $149
How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track
ACPEN: Federal Tax Update for Business with Doug Van Der Aa
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TBD
4.0 Credits
Member Price: $149
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Other recent legislative, judicial, and IRS developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues S corporation and partnership developments Other miscellaneous business developments
ACPEN: Partnership Essentials: Review & Update
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TBD
4.0 Credits
Member Price: $149
Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts
ACPEN: Not Just Your Everyday FASB Update
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TBD
4.0 Credits
Member Price: $149
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
K2's What’s New With QuickBooks 26-27
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TBD
1.0 Credits
Member Price: $55
Licensing issues Pricing updates New and improved features Transitioning from QuickBooks Desktop to QuickBooks Online
ACPEN: It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
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TBD
1.0 Credits
Member Price: $39
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
ACPEN: The Controllership Series: The Controller's Role in Debt Management
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TBD
1.5 Credits
Member Price: $79
Accounting Treasury Finance
ACPEN: Yellow Book Ethics
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TBD
2.0 Credits
Member Price: $89
Ethics Accounting & Auditing Yellowbook