CPE Catalog & Events
Diversity, Inclusion, Equity & Belonging
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TBD
1.0 Credits
Member Price: $39
Why should I be thinking about inclusion? Does racism impact my workplace at all? Where might I be vulnerable and unaware?
Reasonable Compensation for S Corps
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future
Surgent's Handling Difficult People
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TBD
2.0 Credits
Member Price: $99
Problem solving step process for handling difficult people Effective communication techniques including active listening and phraseology Scripting what you say to prepare to engage with a difficult person Emotions and their impact: mine and theirs
Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships
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TBD
2.0 Credits
Member Price: $99
Tax rules governing liquidation of a partnership or S corporation Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S corporation liquidation/partnership liquidation Tax impact on the pass-through entity when the entity is liquidated Receipt of corporate liabilities in an S corporation distribution Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution Tax issues associated with a partnership distribution of noncash properties in a liquidation Compliance requirements on the occasion of a liquidation of a corporation or a partnership
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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TBD
4.0 Credits
Member Price: $129
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Ethics - A Line in the Sand; Implications for Daily Business
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TBD
4.2 Credits
Member Price: $129
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
2024 Tax Depreciation: Review & Update
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TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rules and developments related to capitalization and depreciation Capitalization of tangible property, including materials and supplies, building and improvements Small taxpayer safe harbor Section 179, including 2020 inflation adjustment Section 168(k) 100% bonus deduction
2024 Excel Essentials for Today's Accountant: Become an Expert in One Day
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TBD
4.0 Credits
Member Price: $129
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Enhance creativity in your approach to developing Excel models Computer software and application
Defining Where and Why Internal Controls are Needed
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations
2024 Section 174: New Rules for the R&E Deduction
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TBD
1.0 Credits
Member Price: $39
Impact of the Section 174 law change requiring capitalization of research and experimental costs Comparison of the Section 41 R&E credit to the Section 174 R&E deduction Financial accounting for R&E costs Required change of accounting method and Form 3115 Revised treatment of software development costs Comprehensive case problems explaining implementation of the law changes
Minimizing Workplace Warfare
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TBD
1.2 Credits
Member Price: $39
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques
Social Media: The Bare Necessities
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TBD
1.0 Credits
Member Price: $39
Communication Social Media Marketing Publicity Public Relations Business Strategy
Giving Feedback that Delivers Results
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TBD
1.2 Credits
Member Price: $39
Communicaiton Performance Reviews Feedback Management Leadership
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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TBD
2.0 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Addressing Conflicts of Interest and Errors on Tax Returns 2024
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TBD
2.0 Credits
Member Price: $89
• Overview of the rules about discovering an error in a return either when rendering future preparation services or during representation in an administrative proceeding • Discussion of the duty to 'advise' clients concerning potential taxpayer penalties associated with discovering an error or omission • Discussion of the Circular 230 requirements when a conflict of interest exists in a client engagement • Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority
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
Financial Reporting Changes in Greater Detail 2024
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TBD
4.0 Credits
Member Price: $159
• Reformatted financial statement details • RFS impact on business operations • Ten action items for immediate consideration • Five cases
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
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TBD
3.0 Credits
Member Price: $99
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
Operations Level Internal Control
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change
K2's Excel Essentials For Staff Accountants
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TBD
8.0 Credits
Member Price: $299
• Best practices for creating and working with Excel workbooks • Effectively using Excel functions when creating formulas • The importance of PivotTables in modern reporting environments • Best practices for formatting your workbooks