CPE Catalog & Events
Forgotten Managerial Accounting Tools
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TBD
2.0 Credits
Member Price: $79
Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
K2's Taking Another Look At Power BI
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TBD
2.0 Credits
Member Price: $79
Getting started with Power BI Creating effective visualizations in Power BI Publishing Power BI reports to dashboards Optimizing dashboards for viewing on mobile devices
The Controllership Series - Financial Statement Preparation
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TBD
2.6 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Revenue Recognition - Topic 606 Disclosures
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TBD
1.2 Credits
Member Price: $39
Revenue Recognition Accounting
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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TBD
2.0 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Section 199A Rules and Forms Reporting
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TBD
2.0 Credits
Member Price: $79
A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Self-rental rule for 199A compared to self-rental rule for passive activities Differing impact on the sole proprietorship, partnerships and S corporations Forms reporting in Form 8995 and Form 8995-A 199A flowchart
Self-Rental Real Estate: Passive Activity & Section 199A
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Surgent's Introduction to Forensic Accounting
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TBD
4.0 Credits
Member Price: $159
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Surgent's Successful Communication
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TBD
4.0 Credits
Member Price: $159
The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions Action plan to apply techniques in the workplace for communication success
Fraud, Controls & Ethics: Best Practices & Case Studies
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this course include:Examination of actual fraudsDiscussion of internal controls that could have prevented fraudsContemplation of epiphanies for your own professional scenarios.The AICPA Code of Professional ConductOther elements of professional conduct and compliance with professional standards
Comprehensive FASB & AICPA Update for Tax Professionals 25-26
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TBD
8.0 Credits
Member Price: $329
Broadly applicable ASU effective in 2024 and beyond Significant recent SAS Tax-basis financial statements Statements on Quality Management Standards
Federal Tax Update: Individual Form 1040 25-26
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TBD
8.0 Credits
Member Price: $329
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
Retirement Distributions: Planning Options 25-26
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TBD
8.0 Credits
Member Price: $329
Roth IRA: The right choice Income tax treatment of distributions from retirement plans of all types Laws, regulations and IRS rulings concerning plan distributions Avoiding penalty on distributions that happen too early or too late Beneficiary choices - eligible or not Self-directed IRA investment problems
K2's Next Generation Excel Reporting
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TBD
8.0 Credits
Member Price: $225
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
Qualified Business Income (QBI) Deduction (199A) - The Ins & Outs
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TBD
8.0 Credits
Member Price: $300
Detailed coverage of calculating the combined qualified business income amount (i.e., QBI component and REIT/PTP component) Determine what trade or businesses under §162 are eligible for the QBI deduction (i.e., rentals and specified service trades or businesses (SSTB)) Discuss how the 20% QBI deduction (i.e., QBI component) is subject to a wage/capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts Walk through the simplified QBI Form 8995 (i.e., taxpayers below the TI threshold amounts) and detailed Form 8995-A and related schedules Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations Look at what the definition of QBI is and what items are effectively connected with that trade or business (i.e., self-employment tax, health insurance, retirement plans) Review the aggregation rules for the QBI computation and both the entity and individual level Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s Explain how the modifications to the net operating losses (NOLs) and §461(l) excess business loss limitations affect the QBI computation
Managing Current Fraud Trends in a Shifting Environment
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:Summary of the impact of fraud on entities worldwide.Common fraud schemes and typical median losses that result.How smaller entity fraud risk differs from those of larger entities.The statistical profile of the most common fraud perpetrator.The most effective methods for preventing and detecting fraud.Cybersecurity risk management trends and best practices.
Integrity, Objectivity and Judgment: Values in Action
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:AICPA Code of Conduct: Integrity and ObjectivityCase Study: Mortgage crisis of 2007-2010Case Study: World Com
ChatGPT and Advanced Accounting Research
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The accounting research transformation: Comparing Google vs. AI methodologiesAI ecosystems and specialized models for accounting applicationsAdvanced prompt engineering techniques for financial and tax researchAI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstoresPersona priming and P&P stacking methodologies for optimal AI interactionsEthical considerations and limitations of AI in accounting researchThe compliance chess effect: AI's impact on tax planning and regulatory responseAI-driven automation for regulatory updates and compliance monitoring
Instant Audit? Just Add Risk Assessment
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TBD
1.0 Credits
Member Price: $39
The audit risk model Risk assessment Linking risks to audit procedures Other responses to risks Documentation
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
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TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity