CPE Catalog & Events
PPP Fraud and Financial Professionals
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Ethical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Surgent's Understanding How the IRS Rewards Whistleblowers
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TBD
2.0 Credits
Member Price: $99
Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery Review of the whistleblower claim process Criteria for eligible claims Case studies of significant claim recoveries paid by the IRS to whistleblowers Issues underlying whether a practitioner should ever act as the whistleblower Addressing delays inherent in the whistleblower claim process The structure and role of the Whistleblower Office Best practices for the submission of a good whistleblower claim Working with other governmental divisions in processing whistleblower claims A brief overview of other, non-IRS whistleblower claims
K2's 2023 Mastering Advanced Excel Functions
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TBD
4.0 Credits
Member Price: $129
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use “legacy” features and functions such as AGGREGATE Creating effective forecasts in Excel
Common Yellow Book & Single Audit Deficiencies
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TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook COVID-related funds
Allison McLeod's 2024 Federal Tax Updates for Individuals - 4 Hour
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TBD
4.0 Credits
Member Price: $129
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Audit 504: Making Rain - Success with Clients and Prospects
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Continued marketing to existing clientsHow to better connect with existing and prospective clientsMotivating prospective clients to engage with your firmMethods for building value perceptions with existing and prospective clientsDifferentiating your firm from the competition, including translating features into benefitsHandling objections and closing a sale
HR Investigations - Episode 3 - Gathering-Analyzing-Reporting
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TBD
1.0 Credits
Member Price: $39
Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace
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TBD
1.0 Credits
Member Price: $39
Communication Leadership Character Behavior
Coaching & Counseling - Performance Management
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TBD
1.0 Credits
Member Price: $39
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Adobe Acrobat Tips for Working with PDF Files
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of all that Adobe Acrobat has to offerOrganizing your PDFs with bookmarks, links, file attachments and moreFormatting the presentation of PDFs with headers, footers and watermarksCreating and processing fillable formsProcessing documents for e-signatureTips for converting email messages, documents and spreadsheets into PDF formatCombining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality
Surgent's Schedules K-2 and K-3: Preparation of Forms
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TBD
2.0 Credits
Member Price: $99
How to read and complete Parts II and III for Foreign Tax Credit Practical tips on how to tackle Parts IV and IX for corporate partners How to correctly fill out Parts X and XIII for foreign partners Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms
Deep Dive into Common Auditing Deficiencies
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TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook GAAS
2024 Federal Tax Update for Business with Doug Van Der Aa
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TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rulings and developments impacting business taxpayers Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation S corporation and partnership developments Travel, meals and entertainment expense reporting update
FASB Update: What's New? April 2025
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TBD
1.5 Credits
Member Price: $49
• FASB's current activities • ASUs issued • Workplan agenda
Beware the Tax Enforcers: How the US Prosecutes Tax Evaders
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Overview of the Tax Division's role and responsibilitiesCivil litigation and appellate cases in the Tax DivisionCriminal investigations and prosecutions of tax law violationsProtecting the public fisc through affirmative civil litigationEncouraging voluntary compliance with tax lawsEnsuring fair and uniform enforcement of tax lawsCollaboration with other federal agencies in tax law enforcement
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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TBD
1.0 Credits
Member Price: $39
Emotional Intelligence Management Skills Teamwork Customer Relations
Form 1120S - Preparation and Analysis
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TBD
2.0 Credits
Member Price: $79
Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses. Shareholder Basis: Understanding the shareholder’s basis in the S corporation, how to calculate it, and the impact of distributions on the basis. Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3 Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations
2024 Business Tax Update with Steve Dilley
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TBD
2.0 Credits
Member Price: $79
Update on significant business tax developments related to cases and rulings Business provisions of any recent legislation impacting business entities Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S
Preparation, Compilation and Review Engagements
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TBD
2.0 Credits
Member Price: $79
Auditing Yellowbook
2024 Topic 842: Understanding the New Lease Accounting Standard
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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