CPE Catalog & Events
2024 Creative Strategies for Buying, Selling, or Gifting a Business
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TBD
8.0 Credits
Member Price: $225
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
The SECURE Act 2.0 - Planning Opportunities for Individuals
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TBD
1.2 Credits
Member Price: $39
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
Preparing to be a Forensic Accountant - Focus on Network Forensics
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TBD
1.5 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Online Fraud Aimed at Individuals That Can Affect a Company
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Types of fraud that targets individualsHow organizations can work to reduce risk for workers
Surgent's Excel: Mastering PivotTables
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TBD
2.0 Credits
Member Price: $99
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Powerful Public Speaking: Communicate With Confidence
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TBD
3.2 Credits
Member Price: $89
Communications
K2's Top PDF Features You Should Know
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TBD
4.0 Credits
Member Price: $159
• Best practices for creating, editing, and managing PDFs • The process for creating and distributing PDF forms • Integrating PDFs with other applications • Securing your PDFs
Surgent's Fraud Case Studies: Schemes and Controls
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TBD
4.0 Credits
Member Price: $159
Recent fraud cases Common fraud schemes perpetrated by those within and outside victim organizations Consider the lessons learned Best practices to further our fraud prevention
World-Class Cost Accounting: A Practical Application (Part 1)
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TBD
4.0 Credits
Member Price: $129
Beginning and intermediate cost principles automatically included Covers manufacturing materials, labor, period mfg inefficiencies How to efficiently trace the above costs to products Substantially reduce manufacturing overhead allocation by 60% or more ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project
Cyber Audit: Risks & IT Controls
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TBD
1.0 Credits
Member Price: $39
Current Cybersecurity and Risk Trends Key Mitigating Controls Common Audit Findings Monitoring Reference – NIST CSF and AICPA
Risk Assessment for Small Business Audits
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Each element of the risk assessment process:Understanding the client's business and industry in which it operatesInternal controlAssessing the magnitude and likelihood of riskLinking risk assessment to substantive audit procedures
Taxation of Business Entities
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership)Considerations in choosing a business entity, including:taxeslimited liability protectionmanagement and controlfunding options and opportunitiestax consequences for the owners and the businessFuture tax considerations that will impact various business entities
Surgent's Weekly Expert Hour
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TBD
1.0 Credits
Member Price: $79
Each week’s topics will change based on the most critical issues affecting financial professionals
Enact Retaliation Abatement and Monitoring Measures
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TBD
1.0 Credits
Member Price: $39
Retaliation prevention Retaliation monitoring Speak up culture Ethical culture
2024 Performance Management - Hiring to Retiring
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TBD
1.2 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
Audit 404: Maximizing Analytic Procedure Evidence on Audits
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Financial statement analysis, and communicating insights to financial statement usersImproving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatementDeveloping plausible expectations for comparison to actual financial resultsDetecting earnings management and other risks through analytic procedures
K2's 2024 Accessing Your Company's Data With Power Query And Power BI
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TBD
2.0 Credits
Member Price: $79
Utilizing Power Query to access data from the web, spreadsheets, folders, and databases Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel Producing various reporting documents from data delivered from Power Query
Keys of SOC Reports - Following SSAE 18 Requirements
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TBD
2.0 Credits
Member Price: $85
Move from SAS 70 and SSAE 16 to SSAE 18 Types of Service Organizations SOC 1 Engagements Control Objectives Reporting SOC 1 and SOC 2 Reporting SOC 3 Reports Preparing for SOC Engagement SOC Comparisons
Surgent's Taxation of the Mobile Workforce
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TBD
2.0 Credits
Member Price: $99
What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out of state employee?
ACPEN Signature 2024: Not-for-Profit Accounting, Auditing & Tax Update
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TBD
8.0 Credits
Member Price: $250
Auditing Update Ethics and Environmental, Social, and Governance (ESG) Update FASB Update Not-for-Profit Tax Update