CPE Catalog & Events
Monthly Federal Tax Updates - February 2025
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
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TBD
2.0 Credits
Member Price: $99
Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations
Tackling Turnover: Key Reasons Your Staff Are Leaving What to Do About It 2024
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TBD
2.0 Credits
Member Price: $89
• Practice Management • Factors that Cause Turnover • Boosting Engagement and Retention
Risk Assessment When Auditing Private Entities 2024
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TBD
4.0 Credits
Member Price: $159
• Review of applicable auditing standards for risk assessment • Update for SAS #145 • Identification and discussion of high-risk audit areas • Discussion and analysis of control risk vs. inherent risk • Practical approach to auditing companies where controls are minimal or not adequately documented • Detailed discussion and examples of risk assessment procedures and alternative approaches
2024 The Preparation of Form 706 and 709 - Line-by-Line
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TBD
4.0 Credits
Member Price: $129
Federal Form 706: Overview and Preparation Federal Form 709: Understanding and Compliance Portability in Estate Tax Planning Coordinating Issues for Decedent's Final Income Tax Return Postmortem Estate Planning Strategies Recent Legislative Changes: Impact on Estate and Gift Taxation Integrating Tax Planning into Client Services
What's Changing in A&A for Governmental Entities (2024)
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:A look at the GASB standards that are effective this yearGASB 100, Accounting Changes and Error CorrectionsGASB 101, Compensated Absences The impact of the 2024 Compliance Supplement on Single AuditsChanges to the Uniform Guidance.Common deficiencies found in Single Audits.
Audit 201: Fraud Risk - Minimum Audit Requirements
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting fraudFraud inquiries and engagement team discussion pointsFraud risk on an auditTesting journal entries and other tests for management overrideRequired fraud and noncompliance communications by various auditing, including communications required by Government Auditing Standards, PCAOB Audit Standards, and International Standards on Auditing
Making Culture A Competitive Advantage
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TBD
1.0 Credits
Member Price: $39
Talent Strategy Culture Employee Engagement Employee Retention Leadership Leadership Strategy
Accounting & Auditing for Cryptocurrency
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TBD
1.0 Credits
Member Price: $39
Cryptocurrency Ditigal assets
Benefits and Best Practices for Telework
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TBD
2.0 Credits
Member Price: $79
Business Management Hybrid work options
Addressing Common Documentation Deficiencies
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TBD
2.0 Credits
Member Price: $79
Documentation Deficiencies
Becoming a Fraud Investigator
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Core concepts of fraudCommon workplace fraud schemesRed flags of occupational fraudEvaluating fraud tipsSkills of a fraud investigatorPlanning the fraud investigationBudgets, fees, and engagement letters
Preparing Mistake Free Financial Statements: Government 2024
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TBD
2.0 Credits
Member Price: $89
• Transmittal and MD&A • Restricted Net Position-Fund Financial Statements to Government-Wide Financial Statements • Classification of Fund Balance under GASB 54 • Special Revenue Funds • Notes Disclosures • Component Units • Fund Balance • Revenue Stabilization Arrangements • Internal Service Funds • Fiduciary Fund Reporting
The Competent Accountant - Mastering the Role of the Controller/ CFO
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TBD
4.0 Credits
Member Price: $129
Business Management Organization
2024 Estate and Financial Planning for the Older Client
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TBD
8.0 Credits
Member Price: $225
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Sustainability: Doing Well by Doing Good
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Triple bottom lineSustainable business practicesincorporating sustainability into every business decision
Business Valuation Fundamentals
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TBD
1.0 Credits
Member Price: $39
Business Valuation Fundamentals The Objective - What type of report is needed? The Process Agreed Upon Procedures Calculation of Value Conclusion of Value Industry Sanity Checks – Would you pay or accept the value if it were your company?
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
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TBD
1.2 Credits
Member Price: $39
Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
Project Management: Getting the Best Out of Your Team
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:When to incorporate project management best practices to get the best out of your teamFive ways project management helps get the best out of your team
Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203
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TBD
2.0 Credits
Member Price: $99
Basis and at-risk basis How to calculate the amount of annual at-risk basis Forms 6198 and 7203 When activities may be aggregated for at-risk purposes Qualified nonrecourse financing