CPE Catalog & Events
Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow
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TBD
2.0 Credits
Member Price: $99
How to optimize cash flow Qualitative evaluations: core earnings and sustainable growth Quantitative evaluations: liquidity ratios Increasing customer base vs. payment terms Business cycle and cash Behavioral finance biases Managing head count Other potential areas of excess cost
ACPEN: Expand Your Analytical Toolbox More Tools for Success
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TBD
4.0 Credits
Member Price: $149
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
ACPEN: Proper Financial Accounting for S Corporations
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TBD
4.0 Credits
Member Price: $149
Deferred tax accounting for S Corporations S elections and terminations – dealing with deferred taxes Financial accounting for capital stock and retained earnings S corporation shareholders’ equity Tax vs financial accounting for Accumulated Adjustments Account Financial accounting for loans to and from S shareholders
Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment
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TBD
4.0 Credits
Member Price: $159
AICPA hot topics and standard-setting initiatives AICPA Quality Management Standards: SQMS No. 1, SQMS No. 2, and SQMS No. 3 Consideration of fraud in a financial statement audit Discussion of the standard on audit evidence effective for years ended December 31, 2022 Discussion of the standard on auditing accounting estimates and disclosures effective as of December 31, 2023 Discussion of the two standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023 Discussion of standards that are effective as of 2025, including those dealing with client acceptance and questions asked of the predecessor auditor, the partner’s responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more
ACPEN: Preparing to be a Forensic Accountant - Cloud Forensics
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TBD
1.4 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
ACPEN: The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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TBD
1.5 Credits
Member Price: $79
Accounting Finance Cashflow
ACPEN: Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits
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TBD
2.0 Credits
Member Price: $89
Types of sampling and sampling risk Differentiating statistical and nonstatistical sampling approaches Attribute testing for tests of controls and compliance Variables sampling for substantive audit assurance when performing tests of details Determining sample sizes in a compliance audit in conformance with Uniform Guidance
Surgent's Ethical Considerations for CPAs
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TBD
2.0 Credits
Member Price: $99
Auditor independence and its importance to the public accounting profession Common threats to auditor independence AICPA’s framework for assessing conflicts of interest Unique threats related to non-attest services to attest clients Common safeguards to help assure compliance with relevant rules and regulations
Surgent's Home Office Rules
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TBD
2.0 Credits
Member Price: $119
Calculating the home office deduction Actual expense method Simplified expense method Definition of a home for purposes of the home office deduction Whether working-from-home employees can claim a home office deduction What is a “separate, identifiable space?” The “regularly and exclusively used” rule Defining a “principal place of business” Meeting clients, patients, and customers More than one trade or business Special rules that apply to daycare providers Separate, free-standing structures Depreciating the home
ACPEN: Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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TBD
4.0 Credits
Member Price: $298
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
ACPEN: A Fox in the Henhouse/Courthouse
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TBD
1.0 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
ACPEN: The Controllership Series: The Controllers Role in Compliance
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TBD
1.4 Credits
Member Price: $79
Regulatory Compliance Operational Compliance Financial Compliance
ACPEN: Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
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TBD
1.0 Credits
Member Price: $89
Forensic Accounting Accounting Auditing Finance
ACPEN: The AB5s of Employees and Independent Contractors
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TBD
2.0 Credits
Member Price: $89
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
ACPEN: The Controllership Series - Addressing Budgeting Uncertainty
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TBD
1.0 Credits
Member Price: $39
Accounting Finance
ACPEN: Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
ACPEN: Roadmap to Ethical Decision Making
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TBD
2.0 Credits
Member Price: $89
Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters Discuss the principles of professional conduct Address compliance with professional standards Use case studies to address circumstances that may create threats to independence
ACPEN: Cash Management: Strategies for Long-Term Success
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TBD
2.0 Credits
Member Price: $89
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
ACPEN: Key Tax Issues for Individual Taxpayers
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TBD
2.0 Credits
Member Price: $89
"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 Other recent legislative developments impacting individual taxpayers
ACPEN: Better Business Writing: Improve Your Speed and Quality
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TBD
2.0 Credits
Member Price: $89
Writing Communications