CPE Catalog & Events
Audit 208: Audit Reporting Basics - Report Issuance Process
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Objective of financial reporting and Inter-relationships of financial statements and disclosuresSpecial purpose framework financial statements and the impact on auditsTypes of audit reports, including reasons for modificationFinancial statement drafting and issuance processPerforming a final quality control check before report release
Ethics: Get Rich, Lose Weight, and Enjoy True Love
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TBD
2.0 Credits
Member Price: $89
We will begin with a "What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).Next we'll do a deep dive into the five principles of ethical intelligence:Do No HarmMake Things BetterRespect Others (by keeping confidences, telling the truth, and keeping your promises)Be FairCareComplete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.We'll conclude with a Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life.
Surgent's Introduction to Forensic Accounting
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TBD
4.0 Credits
Member Price: $159
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
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TBD
1.0 Credits
Member Price: $39
The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences?
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Finance Auditing
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
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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TBD
1.0 Credits
Member Price: $39
Accounting Finance
QuickBooks - Know the Right Version for Your Client
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include: Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete oneWhat are the questions to ask your client that will also assist in determining which is better - QuickBooks Desktop or QuickBooks OnlineA deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisonsThe challenges of converting between versionsA look at what's new for 2020 in both Desktop and Online
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence
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TBD
2.0 Credits
Member Price: $119
What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT – what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools
2024 Let's Meet at the Intersection of Fraud and Ethics
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TBD
4.0 Credits
Member Price: $129
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards
2024 Partnership Essentials: Review & Update
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TBD
4.0 Credits
Member Price: $129
Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts
The ABCs of Advisory Services
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TBD
2.0 Credits
Member Price: $79
Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning) Changes in the landscape of a tax practitioner’s practice The bridging of services Getting started – Where do your clients fail? Understanding the primary planning issues for all clients Estate and Gift issues Traps, pitfalls, and tips in planning Practical steps in establishing a tax advisory and wealth management services practice Domicile issues
Excel - Feature Review in 100 minutes
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you
Navigating Difficult Conversations with Coworkers
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TBD
1.0 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership
Common Audit and Financial Reporting Deficiencies in State and Local Governments
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TBD
2.0 Credits
Member Price: $79
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
2024 Nonprofit Taxation Rules and Form 990
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TBD
2.0 Credits
Member Price: $79
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications “Intermediate sanctions” excise tax Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive The Mayo case Entertainment expenses Taxable fringe benefits (including employer-provided parking)
Mastering the Excel Lookup Functions
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions
Section 199A Deduction: Rules & Forms Reporting
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:A deep-dive look at the Section 199A flow-through entities deductionCalculation of qualified business incomeApplication to rental real estate - "safe harbor" rule and aggregation rulesSelf-rental rule for 199A compared to self-rental rule for passive activitiesDiffering impact on the sole proprietorship, partnerships and S corporationsForms reporting in Form 8995 and Form 8995-A199A flowchart
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
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TBD
1.0 Credits
Member Price: $39
Understanding how to make ethical choices How to solve problems compassionately Dealing with bad behavior Learning from real world situations
2024 Stand Out - How to Create a Unique Employer Brand
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TBD
1.0 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires