CPE Catalog & Events
Global Internal Audit Standards (GIAS) Domain V - Part 2
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TBD
2.0 Credits
Member Price: $79
Internal audit Standards Institute of Internal Auditors GIAS IPPF
PFP Update: Investment Planning in This New Era 26-27
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TBD
2.0 Credits
Member Price: $99
Develop, design and monitor client investment portfolios Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships Assessomg market conditions in a very unique and different environment How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues How investment vehicles work together to manage risk/return relationships How to build, monitor, evaluate and re-design an investment portfolio
Deception, Embezzlement, and Fraud 26-27
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TBD
8.0 Credits
Member Price: $329
Narcissism Studies Fraud Embezzlement Technology used in scams
Pass-Thru Entity Owners Schedule K-1 Analysis 26-27
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TBD
8.0 Credits
Member Price: $329
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203—S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership What constitutes debt basis for an S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk
SSARS Codification: Preparation, Compilation and Review 26-27
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TBD
8.0 Credits
Member Price: $329
SSARS Codification requirements SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information Review of financial statements Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27
Audit & Attest Quality Matters that Should be on Your Radar - Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements
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TBD
8.0 Credits
Member Price: $225
Applying professional skepticism to ensure quality work Meaningful risk assessment when designing work programs for various levels of services Proper planning and supervision of all engagements Accountant responsibilities for evaluating internal control Strengthening analytic procedures to support conclusions Complying with the Code of Professional Conduct and quality management standards
Auditing Standards: A Comprehensive Review 26-27
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TBD
16.0 Credits
Member Price: $589
Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
Making Culture A Competitive Advantage
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TBD
1.0 Credits
Member Price: $39
Talent Strategy Culture Employee Engagement Employee Retention Leadership Leadership Strategy
The Ethics Hour: Ethics is the Engine to Better Leadership: Taking Action, featuring Bob Mims and Don Minges
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TBD
1.0 Credits
Member Price: $39
How are ethics, trust and leadership interrelated Why do we only follow ethical leaders Why do our actions and behaviors matter The value of ethical leaders The need to communicate is crucial to gain trust
Navigating Leaves of Absence
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TBD
1.0 Credits
Member Price: $39
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
HR Investigations - Episode 2 - Interview Techniques
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TBD
2.0 Credits
Member Price: $79
Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results
Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation
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TBD
3.0 Credits
Member Price: $99
Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession
The Controller Function - Elevating the Role
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TBD
1.5 Credits
Member Price: $59
Accounting Finance Auditing Business Development
Closely Held Business Owner Financial Planning Opportunities 26-27
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TBD
2.0 Credits
Member Price: $99
Insurance planning Investment planning Business succession planning Income tax planning Practice management and marketing Retirement planning Executive compensation Estate planning
Surgent's A Guide to Nonqualified Deferred Compensation
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TBD
2.0 Credits
Member Price: $99
The basics of nonqualified deferred compensation (NQDC) NQDC compliance Taxation of NQDC plans Types of NQDC plans Financing/funding NQDC plans Planning strategies
Surgent's Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
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TBD
2.0 Credits
Member Price: $99
Office of Professional Responsibility – Authority and Procedures Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014) In depth coverage of the various Due Diligence obligations of tax professionals Overview of other key Circular 230 provisions Practitioner responsibilities to their clients and to the Tax Administration System Best Practices for all tax professionals
Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
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TBD
2.0 Credits
Member Price: $119
Marginal tax rates effective in 2025 and beyond The QBI deduction Qualified residential interest Child Care Credit Miscellaneous itemized deductions, including the educator deduction Rollovers from 529 plans to ABLE accounts Additional expenses treated as qualified higher education expenses for purposes of 529 accounts Termination of credits for environmentally clean autos and expenditures Other timely topics
Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
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TBD
2.0 Credits
Member Price: $119
Establishing and administering a Trump Account Who can make contributions to a Trump Account Limits on contributions to a Trump Account Employer contributions to a Trump Account Participation in the pilot program What a Trump Account can invest in Basis tracking for after-tax contributions Taxation of distributions from a Trump Account Rolling a Trump Account into another account The potential advantages and disadvantages of having a Trump Account Opting out of a Trump Account Issues impacting a Trump Account, such as distribution, when the beneficiary turns 18
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
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TBD
2.0 Credits
Member Price: $99
Notice 2020-75: PTE elections What is a 754 election? What if a 754 election is not in effect? Tax implications of a partnership interest sale on the seller Look-through provisions
Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1
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TBD
2.2 Credits
Member Price: $79
Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards