CPE Catalog & Events

Achieving Balance in Work and Life - Part 2

Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts

Prevention & Detection of Fraud In Small Businesses

The importance of the control environment The three most common behavioral red flags exhibited by perpetrators Why it is much more cost effective to prevent fraud than it is to detect fraud The reason why the small business owner/auditor should think about how they would steal Who steals and why Common myths about stealing that are not true Understanding the concept of risk management

2024 Fringe Benefit Planning - Today and Beyond

Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules

Communication Miracles At Work and In Life - Part 1

1.    Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2.    How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3.    How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4.    Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use

AI & You

Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign  

Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges

Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples

2024 Productivity Hacks for Working Remote

Virtual Work Remote Work Telecommuting Flexible Work Options

Measuring Audit Risks

The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality

It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims

Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.

Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2

How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle

Making Culture A Competitive Advantage

Talent Strategy Culture Employee Engagement Employee Retention Leadership Leadership Strategy  

2024 Design Flexible Work Options To Attract & Retain Your Workforce

Flexible Work Options Employee Engagement Talent Management Strategy

Accommodation Requests - Substance Abuse - Contagious Infections

Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections

Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well

The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception

2025 Summer Tax Rewind

Proposed tax law changes and fundamental tax reform discussions Tax practice and procedures, best practices and reminders Recent changes to IRS regulations and other guidance

2025 Summer Tax Rewind

Proposed tax law changes and fundamental tax reform discussions Tax practice and procedures, best practices and reminders Recent changes to IRS regulations and other guidance

Ethics Exam Digital - Professional Ethics: The AICPA's Comprehensive Course for Licensure

Surgent's 2023 Tax Update - Download

Timely coverage of breaking tax legislation Residency and domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements New Form 1099-K reporting requirements Virtual currency, including recent developments regarding NFTs Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Surgent's A Complete Guide to Offers in Compromise - On-Demand Webcast

Legislative history American Jobs Creation Act of 2004 and changes to IRC Section 6159 Comprehensive coverage of the three main types of OIC Doubts as to collectability (DATC) Doubts as to liability (DATL) Effective tax administration (ETA) Hybrid of DATC Detailed walk-through of the process and key terms Practical solutions and success rates Various scams

Surgent's A Complete Guide to the Yellow Book - Download

When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)? How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more) The Yellow Book requirements related to the performance of and reporting on a financial audit The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits