CPE Catalog & Events
Beyond the Numbers: Success Strategies for Female CPAs
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:How to increase your visibility instead of flying under the radar.Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.How your inner critic operates and how to silence it.How to build a network of community support and mentoring.What impostor syndrome is and how it may be holding you back.
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
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TBD
2.0 Credits
Member Price: $99
529 to Roth: who, what, when, and how SECURE Act 1.0 and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax
Topic 842 - Implementing Leases Workshop
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TBD
4.0 Credits
Member Price: $129
Accounting Yellowbook Leases Standards ASC 842
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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TBD
4.0 Credits
Member Price: $129
10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ... Create targets and objectives that align with your strategy Build engagement with your target owners Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes
The Bookkeeper Goes to Prison
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
K2's Case Studies in Fraud and Technology Controls - 4 Hours
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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
K2's Best Word, Outlook, And PowerPoint Features
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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 Next Level Home Networking
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TBD
1.0 Credits
Member Price: $39
Explanation of common network services such as file sharing, VPN's, media servers, and network isolation using multiple SSIDs Hardware options and examples of solutions for every budget Tips and tricks for rebuilding your home network to meet your needs today and into the future
Modernized Bookkeeping for the CPA
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TBD
1.0 Credits
Member Price: $39
How to structure/offer repeated services without stretching yourself thin Types of Tech Stack you should include in your firm Managing client expectations and building your workflows around them
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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TBD
1.0 Credits
Member Price: $39
Federal laws providing greater visibility of sexual harassment and sexual assault claims Agency rulings curtailing confidentiality and non-disparagement clauses in agreements
Coaching Leaders to Handle Sensitive Employee Relations Situations
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TBD
1.2 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
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TBD
1.0 Credits
Member Price: $39
Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation
Independence Requirements for Auditors
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TBD
2.0 Credits
Member Price: $79
PEEC Ethics Yellowbook
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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TBD
2.0 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Accounting Update in a Post COVID-19 World
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TBD
2.0 Credits
Member Price: $79
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Financial statement disclosures Exploring liquidity options
Financial Accounting for Related Party Transactions
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TBD
2.0 Credits
Member Price: $79
FASB codification provisions for transactions with related parties, including business owners and special purpose entities Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities Reviews the tax accounting related taxpayer standards Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards
Corporate Transparency Act Developments
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Mastering Charitable Remainder Trusts and Form 5227 ComplianceCompliance
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TBD
2.0 Credits
Member Price: $79
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Surgent's A Complete Guide to Reporting Form 1099-DA
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TBD
2.0 Credits
Member Price: $99
Definition of a digital asset for purposes of Form 1099-DA What is a sale of a digital asset affected by a broker on behalf of another person? Mandatory 2025 reporting of gross proceeds information and voluntary reporting of basis information Treatment of sales of digital assets Who is a broker for purposes of Form 1099-DA? Information required to complete Form 1099-DA Reporting closing transactions and covered securities Who is a processor of digital asset payments? How many transactions to report on each Form 1099-DA and how many forms to file for each transaction Optional reporting methods for digital asset transactions Substitute statements for the Form 1099 Reporting a disposition of digital assets held by a widely held fixed investment trust
The Competent Accountant - Mastering the Role of the Controller/ CFO
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TBD
4.0 Credits
Member Price: $129
Business Management Organization