CPE Catalog & Events
Surgent's What CPAs Should Know About Trust Instruments
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TBD
2.0 Credits
Member Price: $99
Legal definitions & principals involving estates & trusts Basic principles regarding property ownership Types of trusts commonly used Trust accounting fundamentals Certain clauses that are important to understand Formula valuation clauses Requirements for a trust to be a qualified designated beneficiary of an IRA Using IRD to fund charitable bequests
Understanding the New Forms K-2 and K-3
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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
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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TBD
4.0 Credits
Member Price: $159
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships
2024 Accounting & Auditing Update for Small Businesses
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Accounting Standards Updates (ASUs) that are most likely to impact small businessesASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEsAudit standards that small business auditors will need to implement.
Audit 308: Audit Reporting and General Audit Procedures
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Common reasons for modifying audit opinionsEmphasis-of-matter or other-matter explanatory paragraphsGeneral audit procedures to identify relevant transactions and events impacting financial statement presentation and disclosureDrafting relevant general footnotes, such as related party transactions, subsequent events, loss contingencies, and moreImproving the footnote drafting process
Payroll Essentials: Payroll Returns Done Right
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Introduction to common payroll taxes and related payroll formsFiling out, reconciling, and filing payroll returnsDue dates and filing requirements
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
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TBD
4.0 Credits
Member Price: $159
The Inflation Reduction Act of 2022 Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new §461(l)), American Rescue Plan Act, and Inflation Reduction Act
Surgent's The Most Critical Challenges in Governmental Accounting Today
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TBD
4.0 Credits
Member Price: $159
The 2024 implementation of GASB No. 100 on accounting changes and error corrections The end of 2024 application of GASB No. 101 addressing compensated absences Additional recently issued GASB standards and projects
Keys to Maintaining Objectivity and Professional Skepticism
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TBD
2.0 Credits
Member Price: $85
Introduction to maintaining objectivity and professional skepticism Objectivity vs. independence Techniques to ensure independence How objective are you? Objectivity actions
ChatGPT for Accountants: 50+ Use Cases
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TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
ACPEN Signature 2024: Business Fraud Update and Managing the Risk of Fraud
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TBD
8.0 Credits
Member Price: $250
Business Fraud Fraud Risk Management Fraud Risk Assessments Data analytics Digital analysis
Excel - Feature Review in 100 minutes
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you
Benford's Law and Other Digital Analysis Techniques
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TBD
1.8 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
Small Business Risk Avoidance
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TBD
4.0 Credits
Member Price: $129
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Microsoft Teams Deployment Best Practices-Updated
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Baseline review of Teams features and functionsBest practices for setting up your teams and channelsHow to use "private" channels for communication and file exchange portals with clients, customers, suppliers and service providersReview of the Teams administration settingsDeep dive into the Teams / SharePoint integration
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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TBD
2.0 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Reasonable Compensation for S Corps
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future
The Trustworthy Leader: Ethics and Trust in a Time of Social Change
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TBD
2.0 Credits
Member Price: $79
Ethics Leadership
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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TBD
4.0 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
Business Consulting for CPAs
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TBD
4.0 Credits
Member Price: $129
What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application