CPE Catalog & Events
Navigating Leaves of Absence
-
Webinar
1.00 Credits
Member Price: $39
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
Excel - Advanced Spreadsheet Troubleshooting Techniques
-
Webinar
2.00 Credits
Member Price: $118
the Value and the art of nesting formulas different ways to troubleshoot complex formulas Excel's Nine builtin errorchecking options
Surgent's Stock vs. Asset Acquisitions of C Corporations
-
Webinar
2.00 Credits
Member Price: $99
Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired
The Competent Accountant - Mastering the Role of the Controller/ CFO
-
Webinar
4.00 Credits
Member Price: $129
Business Management Organization
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
-
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
ACPEN Signature 2024: Business Fraud Update and Managing the Risk of Fraud
-
Webinar
8.00 Credits
Member Price: $250
Business Fraud Fraud Risk Management Fraud Risk Assessments Data analytics Digital analysis
Schedule C of Form 1040
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:When Schedule C appliesCash v. Accrual methodTypical business deductionsBusiness vehicle expensesSection 179 and bonus depreciation
2024 Listening to the Statement of Cash Flows
-
Webinar
2.00 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
Audit 407: Auditing Contingencies and Going Concern
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of contingencies and related disclosuresIdentifying and determining proper accounting treatment for litigation, claims and assessmentsEvaluating the sufficiency of attorney's letter responses for audit evidenceEvaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of timeAuditing managements assumptions in making the going concern evaluationProper application of the liquidation basis of accounting
Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior 2024
-
Webinar
4.00 Credits
Member Price: $159
How parents decide to divide their wealth. Is population growth a blessing or a curse? Does the government deficit and the trade deficit hurt or help the economy? Do companies really plan obsolescence? Why are shopping carts getting bigger? Should there be a free market in human organs?
Basic Staff Tax Training: Individual 2024
-
Webinar
8.00 Credits
Member Price: $299
Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return Identify and be able to implement basic individual income tax planning ideas for clients Familiarity with several source documents utilized in the preparation of an individual income tax return Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future
Fundamentals of 1031 Exchanges 2024
-
Webinar
8.00 Credits
Member Price: $299
Statutory framework for 1031 exchanges Business and investment property characterization Deferred exchange rules and techniques Exchange mathematics: boot, gain and basis Reporting for failed exchanges (over two tax periods) Improvement, reverse and non-safe harbor exchanges Partnership and TIC issues: IRC Sec. 761
K2's Excel Best Practices
-
Webinar
8.00 Credits
Member Price: $299
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
A Practical Guide to Trusts
-
Webinar
8.00 Credits
Member Price: $225
The role of the trustee and how to avoid problems How to use trusts to avoid probate How revocable living trusts are affected by income, gift, and estate taxes Marital deductions and marital and bypass trusts How an irrevocable trust can be the center of an estate plan Advantages of an irrevocable life insurance trust How to create a dynasty trust Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool Trust options to provide security for older clients Advantages, tax consequences, and limits on charitable contributions and private foundations Charitable remainder and charitable lead trust issues How trusts can serve as asset protection devices Business trust issues
Introduction to Forensic Data Analytics
-
Webinar
2.00 Credits
Member Price: $79
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
Cryptocurrencies for the CFO: Explaining Blockchain
-
Webinar
2.00 Credits
Member Price: $79
What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language
The Motives and Mystery of Ethics-Understanding the Why
-
Webinar
2.00 Credits
Member Price: $79
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT
-
Webinar
2.00 Credits
Member Price: $79
AI and ChatGPT Machine learning & predictive transaction tagging Profiles of an improper or corrupt vendor payment Data Sharing Consortium and Split Learning Techniques Cryptocurrency trends and applications from an accountant's perspective
2024 The New AICPA Statements on Standards for Tax Services
-
Webinar
2.00 Credits
Member Price: $79
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
Excel - Functions and Formula Shootout
-
Webinar
2.00 Credits
Member Price: $118
Formula creation Best practices Demonstration of various Excel functions to enhance calculations using Excel functions to perform advanced calculations