CPE Catalog & Events
Audit 307: Client and Profitable Engagement Management
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Importance of quality control on auditsWhy engagement budgets are not used, and how to overcome the barriers to successDetermining useful budget amounts to use as a toolBetter engagement scheduling tips for improved efficiencyMaking sure the client is ready on the first day of the auditDelegating for professional development and leveraging audit hoursHandling difficult delegation scenariosBetter engagement wrap-up tips and techniques
Providing Tax Advice: Professional Standards 2024
-
TBD
2.0 Credits
Member Price: $89
• Overview of the various types of advice tax professionals provide clients • The preparer penalties • The duty to advise clients with regard to potential taxpayer penalties • The primary AICPA rules with regard to advising and communicating tax advice • Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority
Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact 2024
-
TBD
4.0 Credits
Member Price: $159
• Modeling cash flow and capacity • Adaptive Capacity Model • Segall's Law
Operations Level Internal Control
-
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
2024 FASB and AICPA Update
-
TBD
8.0 Credits
Member Price: $299
• Accounting standard updates (ASUs) • FASB projects • Audit service issues • ARSC initiatives, preparation, compilation and review updates, and initiatives • AICPA activities and profession update
K2's Technology For CPAs - Don't Get Left Behind
-
TBD
8.0 Credits
Member Price: $299
• Emerging technologies all business professionals should know • Considerations associated with upgrading to Windows 11 • Practical options for protecting your data • New features in commonly-used applications such as Excel and Adobe Acrobat DC
Staff Tax Training: S Corporations (Form 1120S) 2024
-
TBD
16.0 Credits
Member Price: $589
• Extensive review of the partnership tax laws with an emphasis on any new legislative changes and Form 1065 (and related schedules) preparation issues • Overview of different forms of business entities, including the check-the-box regulations • Formation issues, including the mandatory allocation of the 704(c) pre-contribution gain or losses back to the contributing partner/member • Schedule K and K-1-preparation issues including separately and non-separately stated income and expense items (including the 20% qualified business income (QBI) deduction, 3.8% net investment income tax, business interest deduction limitations, fringe benefits and entertainment expenses) • Calculating the tax and 704(b) book capital accounts • Understand the substantial economic effect requirement to have special allocations to the partners/members • Allocation of recourse and non-recourse debt to the schedule K-1s • Deductibility of fringe benefits, including health insurance premiums • Guaranteed payments & self-employment tax issues and pitfalls • Overview of how partnership losses and deductions can be limited to calculating a partner/member's outside basis and at-risk rules • 754 election for optional basis adjustments triggering 743 (transfer of interests) and 734 (distributions) • Partnership liquidation and distribution tax ramifications at both the partnership and partner level
Excel - Advanced Formatting to Improve Your Spreadsheets
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Customizing cell formatting and cell stylesUsing number and custom number formattingUsing Conditional Formatting to format cells based upon a defined criteriaProtecting a worksheet and workbook to prevent changes
2024 Reference Rate Reform
-
TBD
1.0 Credits
Member Price: $39
Reference Rate Reform LIBOR SOFR
2024 Stand Out - How to Create a Unique Employer Brand
-
TBD
1.0 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
-
TBD
1.0 Credits
Member Price: $39
Speak up culture Encouraging internal whistleblowing Ethical culture Internal complaint reporting processes
State Tax Nexus: Frequently Awkward Questions
-
TBD
2.0 Credits
Member Price: $79
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
Cash Management: Strategies for Long-Term Success
-
TBD
2.0 Credits
Member Price: $79
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Cash Forecasting, Reporting and Metrics - Managing the Lifeblood of the Business
-
TBD
2.0 Credits
Member Price: $79
Key components of the Cash Flow model Receipts and Disbursements model Applying uniqueness for your organization, your industry, the macro environment Incorporating strategic analysis into cash forecasting Using reporting and metrics to make cash forecasting more complete Benchmarking as a tool to improve the accuracy of your cash forecasting
Ethics: 10 Crucial Qualities of High Character CPAs
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
The Controllership Series - Financial Statement Preparation
-
TBD
2.6 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Payroll Essentials: Payroll Returns Done Right
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Introduction to common payroll taxes and related payroll formsFiling out, reconciling, and filing payroll returnsDue dates and filing requirements
Surgent's Establishing State Residency and Saving Your Clients Money
-
TBD
2.0 Credits
Member Price: $99
Typical provisions in state statutes regarding domicile and residency In depth analysis of domicile and residency definitions Issues regarding one’s permanent abode Analysis of jurisdiction where taxpayer has the greatest connections Detailed discussion of criteria used to establish domicile and residency
Understanding CPA Communication Privileges in Tax Practice 2024
-
TBD
2.0 Credits
Member Price: $89
• The Federally Authorized Tax Practitioner (FATPs) • Understanding the attorney-client privilege • The Section 7525 Statutory Privilege and Limitations • The Work-Product Doctrine and Privilege and Limitations • Kovel Engagements and Limitations
Overview and Implementation of Quality Management Standard
-
TBD
1.0 Credits
Member Price: $39
SQMS No. 1 The new risk assessment process SAS No. 146 Quality management standards