CPE Catalog & Events
Let's End Business Ethics
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TBD
2.0 Credits
Member Price: $79
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
Surgent's Skills to Enhance Personal and Professional Networks
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TBD
2.0 Credits
Member Price: $99
The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies
Surgent's What Tax Practitioners Need to Know About Medicare
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TBD
2.0 Credits
Member Price: $99
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
2024 Financial & Tax Accounting for S Corporations
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TBD
4.0 Credits
Member Price: $129
Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations Review of the AICPA "small" GAAP rules The impact of the entity's tax status history on its financial accounting Deferred tax accounting for S corporations Required S status financial accounting disclosures Financial accounting impact of the C to S election and the S to C election The relationship of financial accounting and the Form 1120S Financial and tax accounting for S corporation shareholder equity account
2024 Fiduciary Accounting for Estates and Trusts
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TBD
4.0 Credits
Member Price: $129
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
Hands-On Tax Return Workshop - Partnerships & LLCs (Form 1065)
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TBD
8.0 Credits
Member Price: $300
Extensive review of the partnership income tax laws with an emphasis on any new legislative changes Comparison of partnerships, LLCs and LLPs Overview the formation of a partnership/LLC and the §704(c) pre-contribution gain or loss rules Schedule K analysis– determine if income statement items are separately (i.e. schedule K) or non-separately stated income and expense items How schedule K items get allocated to partners on schedule K-1s Look at detailed Schedule K-1 information reporting to partners needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Learn the special tax treatment of fringe benefits paid on behalf of the partners and LLC members Comparing the tax and §704(b) book capital account computations Discuss partner guaranteed payments and self-employment tax issues Schedule M-1 – reconciliation of income or loss per books with income or loss per income tax return Schedule M-2 – analysis of partners’ capital accounts Review the importance and basics of calculating a partner/member’s outside tax basis. Overview of the tax treatment of distributions, recourse and nonrecourse debt allocations, §754 election for optional basis adjustments and §743/§734 mandatory basis adjustments
2024 Annual Update for Accountants & Auditors
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TBD
8.0 Credits
Member Price: $225
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
Combating Internal Fraud
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TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:Recognize why internal fraud occursPolicies, procedures, and control measures designed to fight fraud
Why Auditors Fail To Detect Fraud
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TBD
2.0 Credits
Member Price: $79
Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it
2024 Accounting Update in a Post COVID-19 World
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TBD
2.0 Credits
Member Price: $79
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Exploring liquidity options Accounting tools and techniques for supporting managerial decisions Engagement and workforce management
Audit 107: Auditing Cash - Applying Basic Audit Skills
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Typical audit risks and special considerations related to cash and cash equivalentsDesigning a detailed audit plan, linking assessed risk to planned proceduresPerforming typical audit procedures associated with auditing cash and cash equivalentsCase study related to auditing cash and cash equivalents, including identifying and evaluating a misappropriation of cashIdentifying how to obtain evidence through inquiry of the client
Better Forecasts: Be a Better Predictor
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TBD
2.0 Credits
Member Price: $79
Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias
Deep Dive of GASB Statements No. 87 & 96 2024
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TBD
2.0 Credits
Member Price: $89
• GASB 87 Lease Accounting for State and Local Governments
Comprehensive Roth IRA Strategies Analysis 2024
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TBD
3.0 Credits
Member Price: $129
• Why Roth-related Rules of Thumb can be flawed • Questions you can use to evaluate recommendations • SECURE 2.0 changes related to Roth IRA / Roth 401k • Backdoor and Mega-Backdoor Roth
Fraud Assessment for Small and Medium Sized Businesses
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TBD
4.0 Credits
Member Price: $129
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
K2's 2023 Accessing And Managing Data In Excel
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TBD
4.0 Credits
Member Price: $129
Using Power Query to link data into Excel Manipulating Excel data with data transformations Creating data models using Power Query Examples of common and useful transformations
K2's 2023 Automating Your Tax Practice
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TBD
4.0 Credits
Member Price: $129
Why tax automation is essential Hardware and software selection Workflow design Best practices for ingesting data
The Art of Marketing for CPAs
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TBD
4.0 Credits
Member Price: $129
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
ChatGPT Bootcamp for CPAs with John Higgins
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business
K2's Budgeting And Forecasting Tools And Techniques
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TBD
8.0 Credits
Member Price: $299
• Budget-centric features in Excel Capital budgeting techniques • Working with Solver and Scenario Manager in budgeting and forecasting environments • Collaboration issues, version control, and audit history