CPE Catalog & Events
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Surgent's Critical Issues Involving Taxation of Construction Contractors
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TBD
4.0 Credits
Member Price: $159
The impact of recent legislation on the construction industry (including the OBBBA) How to qualify for the small contractor exemption and its advantages for the taxpayer Options available to small contractors regarding taxation of long-term contracts How the choice of entity impacts taxation of contractors How AMT impacts the construction industry IRC §460 and large contractors How uninstalled materials impact taxation of contractors Look-back rules Using the 10 percent method to allow certain contractors to defer recognizing taxable income Critical tax planning strategies for contractors
Surgent's You’ve Got This: An Introduction to Yellow Book and Single Audits
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TBD
4.0 Credits
Member Price: $159
What’s included (and excluded) in a Yellow Book audit Key qualification, performance, and reporting standards under the Yellow Book How single audits differ from financial statement audits, plus core concepts like the SEFA, major program determination, and findings reporting Fundamentals of testing internal controls over compliance and performing compliance testing
ACPEN: Partnership Essentials: Review & Update
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TBD
4.0 Credits
Member Price: $149
Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts
Controls to Secure the Growing Digital Footprint
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TBD
0.0 Credits
Member Price: $149
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
K2's Excel Best Practices 26-27
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TBD
8.0 Credits
Member Price: $329
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
Know Your Cost: Double Your Profit 26-27
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TBD
8.0 Credits
Member Price: $329
Why traditional approaches are inadequate How superior cost information can double your profit Make Activity Based Costing spreadsheet easy Recognize joint and by-products Add throughput costing to your toolbox Depreciation Interest and the cost of capital
How Changes in Business Methods Affects Internal Control
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TBD
0.0 Credits
Member Price: $239
The major topics covered in this class include:How is business changing.What is driving the change and how long will it last.How specifically is an organizations control system important.What steps are needed to “keep up” with the upheaval.
Surgent's Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
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TBD
8.0 Credits
Member Price: $279
Classifying receipts between “income” and “corpus” under the Uniform Principal and Income Act Calculation of DNI utilizing three different methods, a “forms” method (Schedule B), a “code” method, and a “shortcut” method, utilizing a worksheet of common income and expenses Proper W-2 preparation and procedures in the year of death Taxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of simple trusts Fluctuating trusts – Simple one year, complex the next Dividing income in the year of death Overview of Subchapter J Form preparation issues – Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1 Other considerations: excess deductions on termination Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.
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
Navigating IRS Collections: The Collection Process
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
ACPEN: Accommodation Requests - Substance Abuse - Contagious Infections
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TBD
1.0 Credits
Member Price: $39
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
ACPEN: The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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TBD
1.0 Credits
Member Price: $39
Accounting Finance Procurement Operations
ACPEN: What Is Your Brand Reputation?
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TBD
1.0 Credits
Member Price: $39
Presence
ACPEN: The Controllers Role in Data Analytics and Big Data
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TBD
1.5 Credits
Member Price: $79
Accounting Finance Financial Statements
ACPEN: Sarbanes-Oxley Overview
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TBD
1.6 Credits
Member Price: $79
Sarbanes-Oxley Compliance
ACPEN: Revenue Recognition - Allocate the Transaction Price
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TBD
1.8 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
ACPEN: Business Tax Update for Industry
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TBD
2.0 Credits
Member Price: $89
“Tax-mageddon” – the all-important impending expiration/extension/renewal of the TCJA Other recent Federal legislative, rules and tax developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues Latest legislative, judicial, and IRS developments
ACPEN: Ethics in Today’s World and Practical Application Tips
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TBD
2.0 Credits
Member Price: $85
Explore a time-line of business ethical issues and understand the "why's around their occurrence" Evaluate ethical theories Explore risk factors for identifying ethical situations Practical tips for profiling and dealing with ethical culture Practice you knowledge with real-life ethical scenarios
ACPEN: Introduction to Governmental Accounting
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TBD
2.0 Credits
Member Price: $89
Foundational principles of governmental accounting Fund accounting concepts Modified accrual basis of accounting Governmental fund financial statements Government-wide financial statements Component units in governmental reporting