CPE Catalog & Events
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ACPEN: The Ethics of Artificial Intelligence ("AI"): The Interaction of AI and Ethics, featuring Tracy Cooper, CPA and Don Minges, MBA
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TBD
1.0 Credits
Member Price: $39
What are the ethical issues within AI? The many biases within AI Ownership? Intellectual property rights? Who benefits economically? Changing regulations and laws Why many organizations ban AI? How AI can be used unethically? The need for strong human oversight!
The Future of Audit: Technology, Talent & Transformation
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TBD
0.0 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes
What If Your Client Didn't Take Reasonable Compensation
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely
ACPEN: Benefits and Best Practices for Telework
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TBD
2.0 Credits
Member Price: $89
Communication Business Management
ACPEN: Excel Tips & Tricks for the Non-Accountant
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TBD
2.0 Credits
Member Price: $89
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
ACPEN: Financial Accounting for Related Party Transactions
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TBD
2.0 Credits
Member Price: $89
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
ACPEN: Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
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TBD
2.0 Credits
Member Price: $89
Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.
K2's Eight Awesome PivotTable Features 26-27
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TBD
2.0 Credits
Member Price: $99
Adding user-defined calculations to PivotTables Enhancing PivotTables with Key Performance Indicators Using PivotTables to consolidate "standard" Excel reports Creative ways to filter PivotTables Linking accounting software data into PivotTables
Surgent's Capital Assets: Basis and Taxation for Financial Professionals
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TBD
2.0 Credits
Member Price: $119
Capital asset classification and basis determination Realization vs. recognition rules and special scenarios Disallowed losses and related limitations Types of capital gains and losses and their tax treatment Netting capital gains and losses Calculating taxes on ordinary income and capital gains Marginal vs. effective tax rates Tax planning strategies for capital assets
Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?
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TBD
2.0 Credits
Member Price: $99
Estimated taxes and deadlines Tax due dates for common returns and filings Potential penalties and interest Information return penalties Penalties applicable to pass-through entities Accuracy-related penalties First-time abatement (FTA) FTA eligible returns Reasonable cause Nexus: sales tax vs. income tax Sales tax nexus with state specific examples Remote work and sales tax nexus Income tax nexus with state-specific examples Remote work and income tax nexus Sales factor: throwback rules
Surgent's Make Resilience Work for You – An Accounting Leader’s Guide to a Holistic Approach for Managing Teams
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TBD
2.0 Credits
Member Price: $99
Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes
Surgent's Purchase and Sale of a Residence: Critical Tax Issues
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TBD
2.0 Credits
Member Price: $99
General rules relating to the sale of a residence under § 121 Sale of a taxpayer’s main home Qualifying for a partial exclusion of gain on the sale of a home How a taxpayer meets the residence requirement Meeting the look-back requirement Separated, divorced, and widowed taxpayers Work-related moves and unforeseeable events Inherited homes and homes received in a divorce Impact of business or rental use of home on the gain exclusion Reporting gain or loss on the sale of a home
Yellow Book Ethics
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior
Comprehensive Accounting and Financial Reporting Update
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TBD
0.0 Credits
Member Price: $149
The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.
ACPEN: K2’s Next Generation Excel Reporting
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TBD
8.0 Credits
Member Price: $250
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
ACPEN: K2’s QuickBooks Online For Accountants
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TBD
8.0 Credits
Member Price: $250
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
How to Audit Expenses & Payables
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The basics of auditing expenses.Accrued liabilities and other payables.Relates audit assertions, risks, and threats to the expenses and payables balances.Substantive auditing procedures to peform.
Surgent's IRS Tax Examinations and Hot Issues
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TBD
4.0 Credits
Member Price: $159
Criteria that the IRS uses to select returns for examination Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations, and tax-related identity theft Understanding worker classification determinations on who is an employee and who is an independent contractor Distinguishing S corporation officer’s reasonable compensation issues How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty Tax-related identity theft procedures
Surgent's Performing an Effective Audit Risk Assessment
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TBD
4.0 Credits
Member Price: $159
Audit process and planning Materiality, performance materiality, and tolerable misstatement Assessing the risk of material misstatement Understanding internal controls and when the auditor must evaluate the design and implementation of internal controls Designing procedures to test the effectiveness of controls Issues noted related to performing substantive procedures Documentation Communication with the Client and Governance
Operations Level Internal Control
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TBD
0.0 Credits
Member Price: $149
The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change