CPE Catalog & Events
Surgent's Unique Tax Attributes of Different Entity Types
-
TBD
2.0 Credits
Member Price: $99
Considerations for a small business owner Self-employment taxes Guaranteed payments to partners QBI deductions: Section 199A Built-in gains tax: S corporations Excess passive income tax: S corporations PTE elections: S corporations and partnerships Taxation of fringe benefits: S corporations Double taxation of C corporation dividends Taxation of limited liability companies Which entity to choose?
Master the Art of CPA Communication: Boost Your Influence!
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Techniques for simplifying complex financial information for clients and stakeholdersPersuasive communication principles aligned with CPA rolesBuilding and maintaining trust and credibility with diverse stakeholdersCase studies and Interviews with Finance, Accounting and CPA professionalsDeveloping empathy and emotional intelligence in communicationsBest practices for active listening to strengthen client relationshipsApplication of Influencer principles for impactful change in communication
I want the TRUTH: Preparing to be an Expert Witness
-
TBD
2.0 Credits
Member Price: $79
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
Talk This Way - Communication Skills for the CPA
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid
The Power of a Good Story!
-
TBD
4.0 Credits
Member Price: $129
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
K2's Case Studies in Fraud and Technology Controls - 4 Hours
-
TBD
4.0 Credits
Member Price: $129
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Introduction to Forensic Data Analytics
-
TBD
2.0 Credits
Member Price: $79
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
Fraud Risk Management
-
TBD
2.0 Credits
Member Price: $79
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
-
TBD
2.0 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
Become a Data Analysis Expert
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
Fraud Assessment for Small and Medium Sized Businesses
-
TBD
4.0 Credits
Member Price: $129
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
Fundamentals of the 1040 for Junior Staff
-
TBD
8.0 Credits
Member Price: $245
Form 1040 essentials: filing requirements, due dates, and key schedules Filing status, dependency rules, and taxable income sources (wages, business income, rental income, and investments) Adjustments to income, deductions, and tax credits (standard vs. itemized deductions, Child Tax Credit, Earned Income Tax Credit, and Education Credits) Self-employment and business income taxation (Schedule C, self-employment tax, business deductions) Rental income and pass-through entity reporting (Schedule E, Schedule K-1, shareholder stock and debt basis on Form 7203) Preparer due diligence, Circular 230 compliance, and taxpayer rights IRS cybersecurity considerations and best practices for taxpayer data security Legislative updates for 2024 and potential changes in 2025
How to Build a Custom AI Chatbot and GPT in Plain English
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants
K2's Advanced QuickBooks Tips And Techniques
-
TBD
4.0 Credits
Member Price: $129
Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online
K2's Best Word, Outlook, And PowerPoint Features
-
TBD
4.0 Credits
Member Price: $129
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
K2's Understanding Your Ransomware Risk
-
TBD
1.0 Credits
Member Price: $39
Trends in ransomware attacks Best practices for minimizing ransomware risk
Preparing for & Conducting Discharge Meetings
-
TBD
1.0 Credits
Member Price: $39
Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
K2's Excel Best Practices And Features
-
TBD
2.0 Credits
Member Price: $79
What to look for in Excel 2024 How to take advantage of new functions and features in Excel Integrating Excel data with other applications Improving Excel security
Private Company Simplified GAAP Alternatives
-
TBD
2.0 Credits
Member Price: $79
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
An Ethical Approach to Mental Health Issues at Work
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally