CPE Catalog & Events
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
-
TBD
1.0 Credits
Member Price: $39
Accounting Finance Procurement Operations
Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2
-
TBD
1.2 Credits
Member Price: $39
Revenue Recognition Accounting
Topic 842: FASB's Lease Accounting Standard Update
-
TBD
2.0 Credits
Member Price: $79
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
-
TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
Disaster Relief Act of 2024
-
TBD
1.0 Credits
Member Price: $29
Federal Disaster Relief Act provisions enacted in December, 2024 Comparison of personal use casualties with business/investment casualties When to claim casualty losses How to postpone casualty gains Business casualty gains and depreciation recapture
Stand Out - How to Create a Unique Employer Brand
-
TBD
1.0 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
Embracing Neurodiversity in the Workplace
-
TBD
1.0 Credits
Member Price: $39
Neurodiversity
Revenue Recognition - Topic 606 Overview
-
TBD
1.5 Credits
Member Price: $59
Revenue Recognition on Contracts with customers
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
-
TBD
2.0 Credits
Member Price: $79
Why most equity compensation plans fail? Complexity of GAAP accounting for equity compensation plans Tax implications of equity compensation plans Who and how an equity compensation plan should be administered? Compliance issues to consider Recommendations to design a better equity compensation plan
Employees Today and Tomorrow: The ROI on Your People?
-
TBD
2.0 Credits
Member Price: $79
Dealing with people issues the right way Conflict management issues How to truly empower your employees? Organizational culture and how to be a part of positive change What are some the ‘other’ employee issues that go unsaid? What does work/life balance mean today?
Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value
-
TBD
2.0 Credits
Member Price: $79
Typical accounting issues that impact the balance sheet Where are the hidden issues in unrecorded liabilities? What are unrecorded assets and why they matter? Identification of and resolution of balance sheet challenges and changes Communicating to your audience and stakeholders
K2's Expense Reporting Automation
-
TBD
2.0 Credits
Member Price: $79
Overview of selected expense and corporate credit card reporting and management platforms Major fraud schemes associated with expense reporting Extracting and importing transaction data from bank feeds and matching to receipts
The Controllership Series - Financial Statement Preparation
-
TBD
2.6 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Sticky Ethical Choices, featuring Bob Mims and Don Minges
-
TBD
1.0 Credits
Member Price: $39
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
HR's Role in Business Evolution: Strategy, Finance, and Growth
-
TBD
2.0 Credits
Member Price: $79
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI
Mastering IRS Form 7217: Partnership Property Distributions
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Property distributions in liquidation of a partner’s interestSection 751 and its impact on property distributions from a partnershipMechanics of completing Form 7217 – new for 2024The Section 754 election and its role in partnership property distributions
A Guide to Sampling - Part 1
-
TBD
2.0 Credits
Member Price: $79
Auditing Yellowbook
New Client Ethical Challenges: The CPAs Guide
-
TBD
2.0 Credits
Member Price: $79
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities
-
TBD
4.0 Credits
Member Price: $159
The latest guidance from the IRS provided through regulations or administrative announcements Reporting requirements for all relevant pass-through entities Reporting for multiple activities within one entity Allocating common items among multiple activities Section 199A Schedule K-1 reporting for tiered entities Calculating and reporting qualified wages and the unadjusted basis immediately after acquisition of qualified property Allocating §199A relevant amounts to beneficiaries of trusts using DNI Handling separately stated items for which qualified business income status is determined at the shareholder or partner level The effects of ownership changes on §199A reporting on Schedule K-1 Reporting publicly traded partnership income and REIT income to the partners or shareholders Reporting aggregated activities Allocating §199A amounts to partners when special allocations have been made by the partnership
Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges
-
TBD
4.0 Credits
Member Price: $159
How does the IRC define an installment sale under Section 453? When can a taxpayer utilize the provisions of IRC Section 453? When should a taxpayer utilize the provisions of an installment sale and when should it be avoided How does the issue of a “dealer” vs. a “non-dealer” impact the use of the installment sale method How to report an installment sale when related parties are involved How to calculate an installment sale How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method What is a like-kind exchange as defined by IRC Section 1031 When can a taxpayer utilize the provisions of IRC Section 1031 What types of real property are eligible for like-kind exchange treatment and what types are not What is “boot” and how does it impact the like-kind exchange deferral How to calculate a like-kind exchange including any taxable portion How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges