CPE Catalog & Events
Asset Misappropriation - Let Me Count the Ways
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Webinar
2.00 Credits
Member Price: $79
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
2024 Self-Rental Real Estate Passive Activity Rules
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Webinar
2.00 Credits
Member Price: $79
Definition of self-rental property – both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping election Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards Self-rental property and "former passive activities" rules
ESG 101: What is Environmental, Social and Governance?
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Webinar
2.00 Credits
Member Price: $95
Environmental, Social and Governance concepts in today’s world Areas of accountability for ESG How ESG impacts Financial Reporting
Surgent's Representing a Client in an IRS Audit
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Webinar
3.00 Credits
Member Price: $169
Substantially increased IRS funding provided by the Inflation Reduction Act IRS test program in 2024 to determine if it should prepare tax returns Using improved data and analytics to tailor timely collections contacts Auditing large corporations and partnerships Audits of high income and high net worth individuals Information Document Requests What happens when a client agrees or disagrees with the IRS’s audit findings The Dirty Dozen: roadmap to IRS audit issues
Corporate Fraud Risk & Investigations 2024
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Webinar
4.00 Credits
Member Price: $159
Types of Corporate Fraud Introduction to fraud risk Fraud risk prevention programs Fraud investigations
Operations Level Internal Control
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change
Advanced Personal Financial Planning Update 2024
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Webinar
8.00 Credits
Member Price: $299
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care Debt management, including reverse mortgages and education financing Insurance and investments from a life-planning perspective Income tax legislation, cases, and rulings Estate and trust planning strategies
Federal Tax Update: Individual Form 1040 2024
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Webinar
8.00 Credits
Member Price: $299
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
Excel - Functions and Formula Shootout
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of formula creation best practicesDemonstration of various Excel functions to enhance calculationsUsing Excel functions to perform advanced calculations
ESOPs as a Succession Strategy
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Webinar
1.00 Credits
Member Price: $39
Succession Planning Employee Benefits Tax Advantages
2024 Not-for-Profit GAAP Update
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Webinar
2.00 Credits
Member Price: $79
NAC CECL
2024 Common Deficiencies in SSARS Engagements
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Webinar
4.00 Credits
Member Price: $129
Preparation Compilation Review
Business Longevity - Is Your Business Wobbling?
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Webinar
4.00 Credits
Member Price: $129
Business Management Organization
2024 Let's Meet at the Intersection of Fraud and Ethics
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Webinar
4.00 Credits
Member Price: $129
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards
2024 Spring Tax Review with Doug Van Der Aa
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Webinar
4.00 Credits
Member Price: $129
Recent legislative, judicial, and IRS developments impacting both business and individual taxpayers Individual taxpayer credits Tax depreciation update Significant IRS rules and court decisions impacting individuals, corporations and partnerships
2024 Annual Update for Accountants & Auditors
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Webinar
8.00 Credits
Member Price: $225
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
What's New: DOL's Proposed Changes to the Salary Exemption and Best Practices
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Webinar
1.00 Credits
Member Price: $39
Discussion of the FLSA overtime exemptions consideration, including duties tests, salary threshold, and dispelling exemption myths. Overview of the proposed updated FLSA salary regulations Compliance tips and tools, including consideration of use of salaries, bonus structures, timekeeping, and usage of exempt employee safe harbor. Best practices for organizations/practitioners to stay compliant, including job duty structuring, financial and practical implications of modifying prior exemptions, employment practices insurance considerations, and assisting clients with these considerations as a trusted advisor.
Minimizing Workplace Warfare
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Webinar
1.20 Credits
Member Price: $39
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques
The Next Step Series: Avoiding Ulcers in the "New Abnormal World"
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Webinar
1.00 Credits
Member Price: $75
Attendees will examine how change affects critical thinking, how it can create opportunities for fraud, and how it hurts a high-performing culture. Then, we will review tools that have a positive effect on anticipating change and maintaining an adaptive mindset into the future. Finally, we will strategize how to break negative communication and conflict patterns that can damage high-performing teams. The overall goal is an adaptable, resilient workforce that is comfortable with continuous change, and a personal style of behavioral flexibility. Specific case studies are shared that reinforce the learning objectives.
The Controllership Series - Sales, Collections and Customer Credit
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Webinar
1.50 Credits
Member Price: $59
Accounting Sales Collections