CPE Catalog & Events
Communication Skills for Introverts
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Webinar
2.00 Credits
Member Price: $89
The five areas to improve your communication that will be presented are:ListeningWritingUnderstanding your audienceVirtual communicationNon-verbal Communication
How-To Guide to Fraud Investigations
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Typical asset misappropriation schemes and how they are carried outRed flags of asset misappropriation schemesData analysis, including financial ratios that may identify irregularitiesAnalyzing financial statements for fraud investigationsIn-depth asset misappropriation case study
2024 Financial Statement Presentation and Disclosure
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Webinar
4.00 Credits
Member Price: $129
U.S. GAAP and Special purpose frameworks Form and content of financial statements: Balance sheets Income statements; Statements of cash flows Retained earnings and/or owners’ equity statements Comprehensive income Supplementary information Comparative vs. single-period financial statements Sufficiency of disclosures Illustrative disclosures frequently encountered in small-to-medium reporting entities Industry-specific nuances
2024 Real Estate Tax Update
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Webinar
4.00 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting real estate owners and investors Section 179 for qualified real property Section 179 for non-residential roofs, HVAC fire protection and security systems Section 163(j) interest expense limitation, including electing out and ADS depreciation Introduction to opportunity zones
Legal Planning for Care Giving of Elderly/Disabled Clients
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations.
2024 Financial Accounting for Related Party Transactions
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Webinar
2.00 Credits
Member Price: $79
FASB codification provisions for transactions with related parties, including business owners and special purpose entities Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities Reviews the tax accounting related taxpayer standards Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards
Auditing For Fraud
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Webinar
2.00 Credits
Member Price: $79
Auditing Fraud
Fixing Your Chart of Accounts
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Webinar
1.00 Credits
Member Price: $55
Current Chart of Accounts Best PracticesWhy developing a chart of accounts begins with studying your organizational chartHow to identify your account segmentsDetermining the order of your account segmentsBest practices for numbering account basesHow to avoid memorizationFixing Your Current Chart of AccountsHow big company and small company software differsTwo key approaches for preserving your historical dataWhat to know when making major chart of accounts changes
Employment Law 101
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Webinar
1.00 Credits
Member Price: $39
Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
Are Those Independent Contractors Really Independent Contractors?
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Webinar
1.00 Credits
Member Price: $39
Classification of workers as employees or independent contractors
ChatGPT and IRS Taxation Law Research
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
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Webinar
2.00 Credits
Member Price: $99
Notice 2020-75: PTE elections What is a 754 election? What if a 754 election is not in effect? Tax implications of a partnership interest sale on the seller Look-through provisions
Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations
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Webinar
4.00 Credits
Member Price: $159
Overview of ASC 326, Credit Losses Application of ASC 326 to non-lending institutions CECL transition and disclosures Audit considerations related to the adoption and ongoing accounting for CECL
Excel - Using PivotTables for Data Analysis
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts
Accounting and Auditing Update 2024
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Webinar
8.00 Credits
Member Price: $299
Review of select AICPA Technical Questions and Answers Upcoming changes to accounting for goodwill, leasing and business combinations Compilation and review standards and interpretations (SSARS) Auditing standards and interpretations (SAS & SSAE)
Allison McLeod's 2024 Federal Tax Updates for Business Entities - 8 Hour
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Webinar
8.00 Credits
Member Price: $225
Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
An Exhaustive Look At Fraud and Ways To Control It
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Webinar
8.00 Credits
Member Price: $239
The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
Erase the Mark: Best Practices in Penalty Abatement
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
Revenue Recognition, Financial Instruments, and Leases
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Webinar
1.00 Credits
Member Price: $71
FASB accounting standards updates in financial instruments and leases Current Expected Credit Loss (CECL) module Lease obligation
Combatting Sexual Harassment in the Workplace
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Webinar
1.00 Credits
Member Price: $39
Sexual harassment prevention Company culture