CPE Catalog & Events
Preparation, Compilations and Reviews?A Practical Workshop 25-26
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TBD
8.0 Credits
Member Price: $329
Preparation Compilations Reviews
Retirement Advising: Accumulation and Decumulation Strategies 25-26
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TBD
8.0 Credits
Member Price: $329
The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review the provisions of the SECURE Acts and how they will impact retirement planning
How to Get a Better Return on Financial Statement Audits - Avoiding the Most Misapplied Risk-Based Audit Concepts
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TBD
8.0 Credits
Member Price: $225
Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental) Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details The most common efficiency opportunities for tailoring your audit approach based on risk How to use the workpaper review process as a tool for producing a more effective and efficient engagement Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose How to use the client to your advantage in planning and performing the audit Learn how to get the engagement out the door – on time and on budget!
Ethics and Technology for CPAs
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
The Ethics Hour: Ethics in the Real World
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TBD
1.0 Credits
Member Price: $39
The difficult trade-offs in making choices Functioning in the ‘gray’ areas The value of trust Consequences of ‘short-term it-is’ How lack of accountability can lead to ethical issues
Employees Today and Tomorrow: The ROI on Your People?
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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?
Income Tax Analysis: Exploring In-Depth Concepts
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to GAAP and IRC FrameworksKey Differences Between Financial Reporting and Tax ReportingUnderstanding Timing DifferencesRecognition of Revenue and Expenses Under GAAP vs. IRCDiscussion of Deferred Tax AssetsImpact of Deferred Tax LiabilitiesPermanent vs. Temporary DifferencesReconciliation of Book Income to Taxable Income
Disrupt to Dominate: Mastering Change Leadership
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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TBD
8.0 Credits
Member Price: $225
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
Tax Power Ethics for Tax Professionals
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TBD
2.0 Credits
Member Price: $79
AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies
Hot Topics Audit & Attest Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
Business Partnerships: Managing Supplier Relationships
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials
Accountant's Guide to Anti-Money Laundering (AML): People, Patterns and Prosecutions
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TBD
1.0 Credits
Member Price: $39
Prevalence and Impact of Money Laundering When CPAs Launder Money The Connection between Money Laundering and Fraud Accountant's Duty to be Alert to Fraud and Money Laundering Detection of Money Laundering, Part I Banks and Financial Institutions Detection of Money Laundering, Part II Other Organizations (Example: Casinos) Conclusion
Revenue Recognition - Recognize Revenue
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TBD
1.0 Credits
Member Price: $39
Revenue Recognition Accounting
Applying the New Expected Credit Loss Model
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TBD
2.0 Credits
Member Price: $79
Principles behind the new expectation credit loss model Acceptable methods for evaluating expected credit loss for certain financial instruments Enhanced disclosure requirements common for nonpublic entities
AI Revolution: The Big Picture for CPAs
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI and its evolution in businessDeep dive into generative AI and its applicationsImpact of AI on accounting, tax and finance sectorsFuture trends and opportunities for CPAsPreparing for the AI-driven business environment
Let's End Business Ethics
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TBD
2.0 Credits
Member Price: $79
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
Surgent's Excel: Mastering PivotTables
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TBD
2.0 Credits
Member Price: $99
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Surgent's Fraud Case Studies: Schemes and Controls
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TBD
4.0 Credits
Member Price: $159
Recent fraud cases Common fraud schemes perpetrated by those within and outside victim organizations Consider the lessons learned Best practices to further our fraud prevention
Leadershift Ethics: Things Must Change!
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation