CPE Catalog & Events
Common Audit and Financial Reporting Deficiencies in State and Local Governments
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Webinar
2.00 Credits
Member Price: $79
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Surgent's Current Issues in Accounting and Auditing: An Annual Update
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Webinar
4.00 Credits
Member Price: $159
Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB’s Technical Agenda Leases – Topic 842 Review of SAS No. 142 – Audit Evidence Recently issued SASs and other AICPA activity Detailed review of SAS No. 145 Other important A&A practice matters
Start a Forensic Accounting Practice with Confidence
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:What equipment is needed to start a forensic accounting practiceThe common services needed by clientsUsing your current skillset, identify the type of services you can provideHow to market your services to a particular segment of possible clientsBest practices in starting a forensic accounting practice
2024 Estate Planning for Today and Beyond
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Webinar
8.00 Credits
Member Price: $225
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
Financial & Tax Accounting for S Corporations & Partnerships
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this class include:Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporationsFinancial accounting issues arising from changes in ownershipFinancial vs. tax accounting for partnership/LLC capital accountsSection 704(b) substantial economic effect rules and their relation to financial accountingThe integration of financial accounting with Forms 1065 and 1120SFinancial accounting basis for ownership interests vs. tax accounting basis for ownership interestsDeferred tax accounting for partnerships/LLCs and S corporationsFinancial accounting for the operations of a partnership/LLCFinancial accounting impact of the C to S election and the S to C electionFinancial and tax accounting for S corporation shareholder equity and partner capital accountsFinancial vs. tax accounting for loans to and from S corporations and their shareholders
Mail Fraud and Wire Fraud: Why Business Owners go to Prison
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:What is fraud?How business owners become vulnerable to charges for mail fraud and wire fraudWhat business leaders know about how communications can lead to criminal chargesDiscussion of actual fraud cases involving business leaders that went to prison for wire fraud.Federal sentencing guidelinesSentencing for mail fraud and wire fraud convictions
2024 Stand Out - How to Create a Unique Employer Brand
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Webinar
1.00 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
2024 Business Losses: Going Backward and Forward
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Webinar
2.00 Credits
Member Price: $79
Recent legislative developments for deducting business losses TCJA net operating losses rules of §461(l) §163(j) Business Interest Expense Limitations of deducting losses and basis What is the “quickie” refund; Section 465 At-Risk amount Section 469 Passive Activity Loss rules
Surgent's Anatomy of a Ransomware Event and Incident Response
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Webinar
2.00 Credits
Member Price: $99
What is ransomware? The growing threat of ransomware — statistics Remote working and COVID-19 Ransomware infection process Incident response protocol Business considerations Legal considerations Breach notification obligations Steps to protect against malware Tabletop exercise
Social Media: The Bare Necessities
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Webinar
1.00 Credits
Member Price: $39
Communication Social Media Marketing Publicity Public Relations Business Strategy
Giving Feedback that Delivers Results
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Webinar
1.20 Credits
Member Price: $39
Communicaiton Performance Reviews Feedback Management Leadership
2024 PowerPoint: Tips & Tricks for Today's Accountant
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Webinar
2.00 Credits
Member Price: $79
Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Webinar
2.00 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Audit 401: Critical Traits of a Thinking Auditor
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Improving a firm's financial resultsImproving effective and efficient auditsTransforming the audit through creative thinkingManaging change for positive outcomesRetaining client through ensuring exceptional serviceDeveloping other professional through mentoring, counseling, and delegation
Comps, Reviews & Preparations-How the Accounting Profession Got it Right 2024
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Webinar
4.00 Credits
Member Price: $159
General Principles applicable to all SSARS engagements Compilations Reviews Preparations
Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact 2024
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Webinar
4.00 Credits
Member Price: $159
Modeling cash flow and capacity Adaptive Capacity Model Segall's Law
Project Management: Tips, Tricks, and Traps
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Webinar
4.00 Credits
Member Price: $175
Contrasting project management with operations management, Reviewing organizational culture and how it applies to project management, The various types of project management including Agile, Scrum, Waterfall, Critical path, and others, Looking at risk management software and its application in different types of project management, Managing and leading project management stakeholders
What Every CPA Should Know About Fraud 2024
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Webinar
4.00 Credits
Member Price: $159
How is fraud detected? The role of external auditors in finding fraud Revenue recognition issues Corrupt management Data mining Physical and biometric controls
Enterprise-Wide Risk Management in Accounting and Finance
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.
Living Trust Administration Workshop 2024
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Webinar
8.00 Credits
Member Price: $299
The steps in Trust Administration Delaware Tax Trap -its unique use Change of the exemption in 2026 and its impact Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust Preparation of trust accountings Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs