CPE Catalog & Events
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
-
TBD
1.2 Credits
Member Price: $39
Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
Audit 307: Client and Profitable Engagement Management
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Importance of quality control on auditsWhy engagement budgets are not used, and how to overcome the barriers to successDetermining useful budget amounts to use as a toolBetter engagement scheduling tips for improved efficiencyMaking sure the client is ready on the first day of the auditDelegating for professional development and leveraging audit hoursHandling difficult delegation scenariosBetter engagement wrap-up tips and techniques
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers
-
TBD
2.0 Credits
Member Price: $79
Understanding Fraud Psychology and Motivation of Fraudsters Detection and Prevention Strategies Real World Case Studies Effective Fraud Management
Just Ask Why - Searching for Answers: Generating Solutions
-
TBD
4.0 Credits
Member Price: $129
The basic benefits of why The 5-15 report Curiosity and creativity
CFO Solutions to IRS Problems
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
-
TBD
4.4 Credits
Member Price: $129
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
Divorce Concerns: Taxes, Valuation, Finances, Retirement and Obligations 2024
-
TBD
8.0 Credits
Member Price: $299
• Divorce and ongoing payment issues dealing with alimony and child support • Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others • Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales • Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets • High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options
K2's Microsoft 365/Office 365 - All The Things You Need To Know
-
TBD
8.0 Credits
Member Price: $299
• Understanding the Microsoft 365/Office 365 subscription model • Working with vital 365-based apps and services • Using Teams as your primary collaboration tool • Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
Advanced Googling for Accountants
-
TBD
2.0 Credits
Member Price: $89
Getting Google ReadyGoogle Mobile ToolsGoogle Personalization and OptimizationGoogle Eyes and Ears: How Google Can Literally Read, Hear and See You.Googling to Your Own Devices: How Results Vary By Computer Hiding in Plain Sight: What You're Missing on the Google Results PageGoogle Sweet TalkPower Search ToolsGoogle VerticalsHow to Be a Google Super Hero: Three Key Strategies
The Best Federal Tax Update Course by Surgent
-
TBD
8.0 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Bonus Depreciation Section 163(j) Section 174 Research and Experimental Expenditures Residency and Domicile Selling a principal residence, including tax planning strategies Virtual currency, including recent developments regarding NFTs New FinCEN reporting requirements in 2024 Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
SAS 145 - Risk Assessment
-
TBD
1.0 Credits
Member Price: $39
SAS 145 Risk Assessment Internal Controls
2024 Resolving Ethical Dilemmas-You Make the Call
-
TBD
1.5 Credits
Member Price: $59
Ethical frameworks Threats and safeguards to objectivity and independence
2024 I want the TRUTH: Preparing to be an Expert Witness
-
TBD
2.0 Credits
Member Price: $79
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
Ethics and Technology for CPAs
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
Excel - Create KPI Dashboards for Maximum Impact
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard
International Taxation 2024
-
TBD
2.0 Credits
Member Price: $89
• Income tax treaties • Residence tests • Effectively connected income • FDAP and FIRPTA withholding • Avoiding transfer taxation of foreign investors • Pre-immigration tax planning
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
-
TBD
2.0 Credits
Member Price: $119
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
What's New in Excel 2024
-
TBD
2.0 Credits
Member Price: $89
• New features and tools in Excel • Updates to the Excel Function Library
The Seven High Quality Questions that Lead to Success & Solutions
-
TBD
2.5 Credits
Member Price: $79
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Tax Season Update for Individuals with Steve Dilley
-
TBD
4.0 Credits
Member Price: $149
The major topics covered in this class include:2021/22 legislative developments, cases and rulings impacting individual taxpayersChanges to Form 1040 and other related forms, worksheets and schedulesIndividual income items, itemized deductions and creditsUpdated tax rate schedule and other inflation adjusted itemsImplications for self-employed taxpayers of various legislationSection 199A changes, including use of carryforward passive activity and 199A lossesCapital gains and lossesPassive activity and hobby loss rules changes