CPE Catalog & Events
IRS Penalties and Abatements
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Surgent's Lessons Learned from Successful Companies
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TBD
2.0 Credits
Member Price: $99
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes
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TBD
2.0 Credits
Member Price: $99
Section 1402(a)(1) exclusions from the definition of self-employment income Application of the SE tax to members of limited liability companies Taking a self-employed owner's health insurance deductions against self-employment tax How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax How hiring a spouse and/or child helps reduce self-employment tax Differentiating between income treated as self- employment income and income that is not self-employment income
ACPEN Signature 2024: Annual Tax Update
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TBD
8.0 Credits
Member Price: $250
Our panel of national tax experts will explain as they discuss federal tax changes and developments during 2024 and pending changes, including legislative, administrative and procedural changes of which you need to be aware ACPEN will give you the best information anywhere on current tax issues…current to the day of the broadcast! Explore in detail the latest statutory, regulatory and judicial developments impacting tax issues. Get the latest details and all the developments in this up-to-the minute tax program that you won't want to miss.
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
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TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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TBD
1.0 Credits
Member Price: $39
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers
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TBD
1.0 Credits
Member Price: $39
Persuasion Executive Buy-In Communication Leadership
Audit 501: Personality Styles - Improving Your Interactions
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Defining primary personality style characteristicsDetermining your own primary personality style and the style of othersEffectively adapting for improving interactions with various personality stylesLeveraging strengths and minimizing the negative impact of personality weaknessesApplying personality style analysis to real-life situations involving clients, staff, peers and superiors
S Corporations: Allocation of Results 2024
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TBD
2.0 Credits
Member Price: $89
• The general approach to the allocation of S corporation tax results to the shareholders • Separately stated and non-separately stated items determination and consequences • Allocation complications and related tax consequences when the stock of the S corporation is sold • Special allocation rules when new stock is issued or outstanding stock is redeemed • Allocation of taxable income when the S corporation election is terminated mid-year • Tax compliance responsibilities related to a mid-year termination of the S corporation status
Adobe Acrobat - Increase Your Productivity With PDF Files
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Navigating Adobe Acrobat DCCreating PDF files from other applicationsOrganize PDF files and pages within a PDFUsing the annotation tools to review and markup PDF filesPreparing your PDF for printingCreating links to pages, files and websitesSecuring your PDF filesSearching PDF filesCreating fillable formsAdobe Acrobat integration with Office 365
Comprehensive Passive Activity Losses (PAL) 2024
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TBD
8.0 Credits
Member Price: $299
• Overview of the four loss limitation rules and how the PAL rules interact with the other limitations • Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation • Impact of PAL rules on real estate ownership • Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules • Discuss how the PAL rules impact tax credits • Discuss tax elections and planning techniques associated with PALs
Pricing on Purpose: The Eight Steps to Implementing Value Pricing 2024
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TBD
8.0 Credits
Member Price: $299
• First and second law of pricing and how they influence your pricing decisions • How the anchoring and framing effects influence pricing • What and how people buy • Handling price objections • Proper project management • Facilitating a pricing after action review • Importance of price psychology and emotions • Why your firm should offer a value guarantee • How hourly billing is a suboptimal pricing strategy
Social Security Basics and Strategies for Maximizing Benefits 2024
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TBD
8.0 Credits
Member Price: $299
• Social Security planning, benefit calculation, and beneficiaries • Recent changes to "file and suspend" and "restricted application" strategies • Increasing benefits for self-employed individuals • Planning for surviving spouses • Integrating retirement plan distribution strategies with Social Security claiming strategies • Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA
2024 Estate Planning for Today and Beyond
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TBD
8.0 Credits
Member Price: $225
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
Key Considerations For Setting Up A Crypto Payment System
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:Examine and walk through the primary considerations that any company seeking to implement a crypto payment system will need to keep in mindSpecific steps, the opportunities, and the challenges connected with implementing a crypto payment systemDocumenting accounting implicationsExternal resources will be provided in order additional context and information
Watch Your Mouth! Microaggression Awareness for CPAs
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Definition and examples of microaggressionsThe impact of microaggressions on individuals and ethical behaviorThe experiences of Black professionals in the accounting fieldDiversity, equity, and inclusion (DEI) initiatives in the workplaceImplicit bias and social categorizationStrategies for addressing microaggressions in the workplacePersonal responsibility and accountability for creating a more inclusive environment
2024 Working Through Grief and Loss - How to Build a Supportive Workplace
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TBD
1.0 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges
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TBD
1.0 Credits
Member Price: $39
Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples
The New Psychology of Fraud with Dr. Toby Groves
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:How we unwittingly assist in the production of misleading information The neuroscience of psychopathyBehavioral profilingThe new psychology of skepticismCognitive errors including attribution and overgeneralizationHow experience, intuition and assumptions can cause cognitive errors
Understanding BBA Partnership Adjustments Procedure 2024
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TBD
2.0 Credits
Member Price: $89
• BBA partnership audits procedure • Ethical issues for practitioners