CPE Catalog & Events
Donating Cryptocurrency and Avoiding Traps for the Unwary
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Webinar
3.00 Credits
Member Price: $79
Differences between cryptocurrency and non-fungible tokens (NFTs) IRS Notice 2014-12 Tax implications of contributing digital assets Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs Substantiating charitable contributions of digital assets Traps for the unwary
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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Webinar
2.00 Credits
Member Price: $79
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
GPT Builder for Accountants
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to GPT Builder platform and interface for accounting professionalsCreating accounting-specific custom instructions and knowledge basesImplementing financial data analysis capabilities through GPTsDesigning GPTs for tax preparation assistance and compliance checkingBuilding client communication tools with accounting terminologyEnhancing bookkeeping efficiency with automated GPT workflowsSecurity and confidentiality considerations for financial data
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
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Webinar
2.00 Credits
Member Price: $99
What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options
Surgent's Ethics for Tax Professionals
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Webinar
2.00 Credits
Member Price: $99
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
Dashboard and Report Design Principles Using Excel
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Webinar
4.00 Credits
Member Price: $129
How to design charts for fastest possible user understanding and ease of use Review of case studies for group critique Developing a design standard for your organization Designing tables for rapid understanding and efficient space use How to use commentary, maintaining a consistent style and level of detail Using layout to support long-term memory and improve understanding The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel
Topic 842 - Implementing Leases Workshop
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Webinar
4.00 Credits
Member Price: $129
Accounting Yellowbook Leases Standards ASC 842
Business Longevity - Is Your Business Wobbling?
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Webinar
4.00 Credits
Member Price: $129
Business Management Organization
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?
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Webinar
8.00 Credits
Member Price: $225
Preventing malpractice claims related to nonattest accounting services Identifying and safeguarding independence threats when issuing attest reports Establishing an understanding with the client regarding non-audit services Defining the varying levels of responsibility for accountants performing non-audit services Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements Properly considering going concern, subsequent events, and other disclosure matters Common issues related to peer reviews, including recurring reporting problems Applying financial analysis best practices to help your clients better interpret their financial results
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
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Webinar
8.00 Credits
Member Price: $225
Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology
The Best Individual Income Tax Update Course by Surgent
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Webinar
8.00 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance Timely coverage of breaking tax legislation Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule Real Estate professional requirements Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Walter Haig's Personal Financial Health Checkup
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Webinar
8.00 Credits
Member Price: $239
The topics that will be covered in this course include:Preparing a personal financial statement following U.S. GAAPRecasting U.S. GAAP personal financial statements into powerful management toolsIdentifying key financial factors that must be managed in order to achieve financial self-sufficiencyKey personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at DeathHow to create "goal" statements that achieve results
Mastering the Excel Lookup Functions
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Webinar
2.00 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
K2's Introducing Artificial Intelligence To Human Resources Pros
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Webinar
2.20 Credits
Member Price: $39
How to get started with AI Today's major AI platforms How to use AI tools AI risks that we must manage
Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle
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Webinar
3.00 Credits
Member Price: $79
Understanding the various stages of the employment life cycle Onboarding and orientation Best practices and examples What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents
Global Internal Audit Standards (GIAS) Domain III - Part 2
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Webinar
2.00 Credits
Member Price: $79
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
Power Skills: Your Guide to Professionalism and Client Interactions
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Webinar
3.00 Credits
Member Price: $79
Communication Business Management
K2's Automation - Beyond The Basics With The Microsoft Power Platform
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Webinar
3.00 Credits
Member Price: $79
Explanation and demonstration of the use of a wide range of automation tools with a focus on low-code/no-code Practical examples of real-world applications for Power Platform tools - such as Power Apps and Power Automate, as well as integration into Microsoft Fabric and other solutions Challenges and risks of automating business processes
Monthly Federal Tax Updates - June 2025
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Webinar
2.00 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
Accounting and Tax Ethics: Standards, Issues, & Case Studies 25-26
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Webinar
4.00 Credits
Member Price: $175
AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives