CPE Catalog & Events
Partnership Property Distributions and the New Form 7217
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TBD
1.0 Credits
Member Price: $29
Property distributions in liquidation of a partner's interest Section 751 and its impact on property distributions from a partnership Mechanics of completing Form 7217 - new for 2024 The Section 754 election and its role in partnership property distributions
Introduction to Ethics & Professional Skepticism
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TBD
2.0 Credits
Member Price: $79
Code of Ethics for Professional Accountants Yellowbook Auditing
Accounting for the Gig Economy
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TBD
2.0 Credits
Member Price: $79
Characteristics unique to the gig economy Independent contractor and employee classification considerations Recordkeeping considerations for independent contractors Accounting and reporting issues for gig economy participants Audit and attestation for clients who participate in the gig economy Tax and regulatory considerations The CPA as a trusted advisor for independent contractors
Forensic and Fraud Interviewing Techniques and Skills
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TBD
2.2 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Fraud Busters: Controls to Prevent & Detect Fraud
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them
Surgent's Excel Shortcuts for Accountants
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TBD
2.0 Credits
Member Price: $99
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence
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TBD
2.0 Credits
Member Price: $99
What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT – what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools
Tax Practice Ethical Challenges and Circular 230
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TBD
2.0 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees
Controls to Secure the Growing Digital Footprint
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TBD
4.0 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
Exploring Internal Controls That Could Have Prevented Frauds
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios
Surgent's Select Estate and Life Planning Issues for the Middle-Income Client
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TBD
4.0 Credits
Member Price: $159
Changes to the lifetime estate tax exemption in light of proposed regulations SECURE 2.0 updates More than 20 documents that should be reviewed that are neither a will nor trust Provisions you need in a will Trusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Realistic retirement goals Developments relative to estate tax, and the implications for planning
Money Laundering 101 for CPAs
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization
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TBD
1.0 Credits
Member Price: $39
Creative Thinking Productivity Neurodiversity Inclusion Employee Retention
Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence
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TBD
2.0 Credits
Member Price: $79
How well-designed analytic procedures enhance audit quality Elements of strong analytic procedures Selecting the proper analytic, and altering the strength for the intended purpose Evaluating the data used in generating expectations Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained
FASB Update and Review
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TBD
2.0 Credits
Member Price: $79
FASB updates that will affect near-term reporting Future topics that may soon be addressed by the FASB
Ethics, Tax Practice & The Cannabis Industry
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TBD
2.0 Credits
Member Price: $79
Ethical challenges in the cannabis industry Circular 230 and its application Federal case law and cannabis-related tax disputes Preparer due diligence in cannabis tax scenarios State vs. federal legal conflicts in tax reporting IRS Office of Professional Responsibility guidance Board of Accountancy standards and enforcement Risk management for cannabis-related tax clients
Form 1120S - Preparation and Analysis
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TBD
2.0 Credits
Member Price: $79
S corporation taxation fundamentals Income and deductions for S corporations Shareholder basis calculation Reporting requirements for Form 1120S Advanced tax planning strategies
Surgent's Introduction to Required Minimum Distributions
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TBD
2.0 Credits
Member Price: $99
How SECURE Act 1.0 and SECURE Act 2.0 changed the RMD rules What is an RMD? Who is subject to RMDs? The types of accounts subject to RMDs How to calculate an RMD How to determine if a distribution can be an RMD How to determine which life expectancy table must be used when calculating an RMD The rollover and transfer rules during an RMD year IRS penalties for non-compliance with RMD regulations Applying RMD strategies to different plan types When RMDs can and cannot be aggregated How to correct an RMD shortfall How to get a waiver of the excise tax on an RMD failure The tax implication of an RMD How to donate an RMD tax-free How to determine the RMD rules that apply to a beneficiary
2025 Accounting & Auditing Update
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TBD
3.0 Credits
Member Price: $99
Accounting Standards Updates Auditing & Accounting Yellowbook
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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TBD
4.0 Credits
Member Price: $129
Diagnosing problems with existing performance targets and incentives Designing performance targets (that work in the real world) Designing incentives the drive the intended behaviours and outcomes Avoiding common mistakes, problems and pitfalls with performance targets and incentives