CPE Catalog & Events
Integrate ChatGPT into Your Client Advisory Services-Updated
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
-
TBD
2.0 Credits
Member Price: $99
Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting Review the three levels of service Discuss technology options Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche
Surgent's Found It! Reporting Findings in Yellow Book and Single Audits
-
TBD
2.0 Credits
Member Price: $99
The types of findings reported in Yellow Book and single audits The requirements for reporting findings under the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance How to really think through the elements of a finding to assist report users
Surgent's Tax Research - Intermediate Concepts
-
TBD
2.0 Credits
Member Price: $119
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Independence for Auditors - AICPA, PCAOB, GAO & DOL
-
TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook AICPA, GAO, DOL and PCAOB
Allison McLeod's Federal Tax Updates for Business Entities - 4 Hour
-
TBD
4.0 Credits
Member Price: $129
Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Federal Tax Update for Individuals with Doug Van Der Aa
-
TBD
4.0 Credits
Member Price: $129
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Review of significant changes in individual tax forms Recent federal tax legislation, cases and rulings affecting income of individual taxpayers
Understanding Internal Control Constructs
-
TBD
4.0 Credits
Member Price: $149
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Preparing and Reviewing Workpapers - Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
-
TBD
8.0 Credits
Member Price: $225
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
-
TBD
8.0 Credits
Member Price: $245
Tax considerations in divorce, including support obligations and property division Bankruptcy, debt cancelation, and financial hardship tax implications Tax treatment of cohabitation, premarital agreements, and exemptions Child support, alimony, and dependency issues Business dissolution and tax consequences Filing status options and tax rate comparisons Head of household qualifications and tax advantages Impact of refunds, deficiencies, and marital property rules
Create Paginated Reports with Power BI Report Builder
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
The Controllership Series - The Future Role of the Controller Part 1
-
TBD
1.5 Credits
Member Price: $59
Accounting and Finance
What's Changing in Risk Assessment
-
TBD
2.0 Credits
Member Price: $79
Auditing Yellowbook
Inventory, Expense and Payroll Fraud
-
TBD
2.0 Credits
Member Price: $79
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
CFO Series: Lease or Buy, Debt or Equity - the Decision?
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:What is the cost of capital (COC)?How does the mix of debt versus equity affect the cost of capital?What is the right balance of debt to equity, and why does it vary?Modigliani and Miller’s Nobel prize-winning theory.How do risks affect my choices?Risk aversion choices amongst providers of finance. How will capital structure affect me in times of financial distress?Buying assets versus leasing them – what needs to be considered?Evaluating a lease versus buy decision and why so many get the analysis wrong.
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A
-
TBD
4.0 Credits
Member Price: $129
Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction Definition of self-rental property - both for Sections 199A and 469 Reporting using Form 1040, Schedule E, page 1 and 2 Self-rental property and the Form 8582 (passive activity)
Forensic Accounting: Finding Hidden Treasure in Tax Returns
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The rules of IRS disclosure of tax informationUnderstanding the role of IRS transcriptsInterpreting the actions of the IRS in transcriptsFOIA requestsAnalyzing tax information and returns for financial leads
K2's Technology Update
-
TBD
4.0 Credits
Member Price: $129
Developments in hardware and software Options for communicating and collaborating more effectively Addressing cybersecurity issues
K2's Excel Tips, Tricks, and Techniques for Accountants
-
TBD
8.0 Credits
Member Price: $225
Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel
Coaching the Next Generation of CPAs
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.