CPE Catalog & Events
Written Information Security Plans
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction to the Gramm-Leach-Bliley Act and its impact on data security.Circular 230 compliance and due diligence for practitioners.AICPA Statements of Standards relevant to WISP requirements.Key components of a Written Information Security Plan.Training requirements for employees, staff, and contractors.Practical guidance for drafting and implementing a WISP.FTC enforcement of data security standards for PTIN holders.Best practices for maintaining and updating WISP compliance.
Fiduciary Accounting & Tax Planning for Estates & 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 Trust accounting 3.8% Net Investment Income Form 1041 - Schedule I Section 645 Election Simple or complex trusts
Ethics Aren't for the Byrdes in Ozark
-
TBD
1.0 Credits
Member Price: $39
Ethical business behavior Ethical business decisions Ethical management decisions Ethical decisions in human resource management
HR Investigations - Episode 1 - Introduction-Assessing-Planning
-
TBD
1.0 Credits
Member Price: $39
Investigation terminology Assessment skills Investigative methodology
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
-
TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
-
TBD
1.5 Credits
Member Price: $59
Accounting Finance Procurement Inventory
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
-
TBD
1.6 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Group Audits: Who is Responsible for What?
-
TBD
2.0 Credits
Member Price: $79
Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit
Travel Expenses and Taxes: How to Maximize Deductions and Stay Compliant
-
TBD
2.0 Credits
Member Price: $79
Definition of what qualifies as an entertainment expense Strategies to deduct business entertainment expenses Deductibility of meals Situations not subject to the 50% meals and entertainment reduction How to handle automobile issues related to employer-provided parking Proper accounting for deductible vs. non-deductible expenditures The four steps to analyze business expenses The latest federal legislation, cases and rulings
Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value
-
TBD
2.0 Credits
Member Price: $79
Typical accounting issues that impact the balance sheet Where are the hidden issues in unrecorded liabilities? What are unrecorded assets and why they matter? Identification of and resolution of balance sheet challenges and changes Communicating to your audience and stakeholders
K2's Collaboration - Best Platforms And Practices
-
TBD
2.0 Credits
Member Price: $79
The primary drivers of collaboration Who are the leading collaboration technology providers Why collaboration sometimes fails Best practices to facilitate collaboration Today's leading collaboration providers and tools
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
-
TBD
4.0 Credits
Member Price: $129
Diagnosing problems with existing performance targets and incentives Designing performance targets (that work in the real world) Designing incentives the drive the intended behaviours and outcomes Avoiding common mistakes, problems and pitfalls with performance targets and incentives
Bumper Sticker Ethics v. Professional Ethics
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction: "Bumper Sticker Ethics" Thinking About Ethics: Digging a Little DeeperCompare: Principles of Professional Ethics in AccountingCase Study: Frank v. Dana Corp.Conclusion: The Conceptual Framework as an Ethics Resource
Tax Procedure
-
TBD
2.0 Credits
Member Price: $79
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
Hot Topics Accounting Update
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
The Controllership Series - Financial Statement Preparation
-
TBD
2.6 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Surgent's Representing a Client in an IRS Audit
-
TBD
3.0 Credits
Member Price: $149
Substantially increased IRS funding provided by the Inflation Reduction Act IRS test program in 2024 to determine if it should prepare tax returns Using improved data and analytics to tailor timely collections contacts Auditing large corporations and partnerships Audits of high income and high net worth individuals Information Document Requests What happens when a client agrees or disagrees with the IRS’s audit findings The Dirty Dozen: roadmap to IRS audit issues
Surgent's Business Law for Small Business Owners
-
TBD
4.0 Credits
Member Price: $159
Contract principles Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Real property law
2025 Accounting & Auditing Update for Small Businesses
-
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 businesses.ASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs.Audit standards that small business auditors will need to implement.
Comprehensive Pass-Through Owners? Basis and Distribution Rules 25-26
-
TBD
8.0 Credits
Member Price: $329
Understand the four loss limitation rules applied on the owner s individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) Determine how to calculate an owners initial tax basis of his pass-through entity Learn how to correctly make annual adjustments to a pass-through owners tax basis Identify what constitutes a debt basis for an S corporation shareholder Learn the tax ramifications of repaying loans to S corporation shareholders