CPE Catalog & Events
Accounting for the Gig Economy
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Characteristics unique to the gig economyIndependent contractor and employee classification considerationsRecordkeeping considerations for independent contractorsAccounting and reporting issues for gig economy participantsAudit and attestation for clients who participate in the gig economyTax and regulatory considerationsThe CPA as a trusted advisor for independent contractors
KPI Bootcamp for Small Businesses
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TBD
5.0 Credits
Member Price: $159
Turning strategy into KPIs KPI shortlisting and selection KPI definition KPI implementation KPI deployment
Ethics: IRS Behavioral Insights for Accountants
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TBD
2.0 Credits
Member Price: $89
Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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TBD
1.0 Credits
Member Price: $39
Appreciation Languages of appreciation Appreciation strategies
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
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TBD
2.0 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto
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TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:What starts a government investigation for white-collar crime?What is an indictment?What is extradition?What are pre-trial proceedings?What is a mitigation strategy?What is a plea agreement?What is discovery in a criminal case?What factors influence a sentence in a white-collar crime?What collateral consequences follow for people convicted of business-related crime?
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 Home Office Rules
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TBD
2.0 Credits
Member Price: $99
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
Let's Meet at the Intersection of Fraud and Ethics
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TBD
4.0 Credits
Member Price: $129
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards
Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer
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TBD
4.0 Credits
Member Price: $129
AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation
Retaining Talent in a Competitive Marketplace
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up
S Corporations: Tax Compliance, Elections, and Best Practices
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TBD
8.0 Credits
Member Price: $225
Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures
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.
Master the Art of CPA Communication: Boost Your Influence!
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Techniques for simplifying complex financial information for clients and stakeholdersPersuasive communication principles aligned with CPA rolesBuilding and maintaining trust and credibility with diverse stakeholdersCase studies and Interviews with Finance, Accounting and CPA professionalsDeveloping empathy and emotional intelligence in communicationsBest practices for active listening to strengthen client relationshipsApplication of Influencer principles for impactful change in communication
Generation Intelligence: Navigating the Generational Divide
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TBD
1.0 Credits
Member Price: $39
Generations
Addressing Misconduct
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TBD
1.0 Credits
Member Price: $39
Insubordination Personality and attitude problems Generalized disparaging comments Previously unaddressed conduct Misconduct due to mental condition Corrective action meetings and documentation Attendance control
K2's Optimizing Your Tech Stack For Efficiency And Cost-Effectiveness
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TBD
2.0 Credits
Member Price: $79
Conducting a tech stack assessment, including an inventory of current tools and applications Identifying essential and redundant tools Exploring cost-effective alternatives Calculating your total cost of ownership
Introduction to Not-for-Profit Accounting
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TBD
2.0 Credits
Member Price: $79
Not-for-Profit Accounting Accounting & Auditing Yellowbook
Let's End Business Ethics
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TBD
2.0 Credits
Member Price: $79
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
Supporting Mental Wellness to Thrive in Work and Life
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health.