CPE Catalog & Events
The Best Federal Tax Update Course by Surgent
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8.0 Credits
Member Price: $299
Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Understanding and Creating an Internal Control System
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8.0 Credits
Member Price: $239
The major topics covered in this course include:Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
Ethical Considerations in Working with Cannabis
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1.0 Credits
Member Price: $55
The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance
Integrate ChatGPT into Your Client Advisory Services-Updated
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2.0 Credits
Member Price: $89
The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business
Officer Compensation Audits: What It Is and How to Defend It
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2.0 Credits
Member Price: $79
Overview of Reasonable Compensation requirements for S and C Corporations Key court rulings and their implications IRS audit procedures related to Officer Reasonable Compensation Role of Accountable Plans in determining Reasonable Compensation Strategies for defending Reasonable Compensation
Operations Level Internal Control
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4.0 Credits
Member Price: $149
The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change
Consulting Services Secrets
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1.0 Credits
Member Price: $39
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
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1.0 Credits
Member Price: $39
Remote Hiring Best Practices Personality Assessments in Hiring Effective Integration of Personality Assessments Minimizing Bias and Ensuring Cultural Fit
Preparing for & Conducting Discharge Meetings
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1.0 Credits
Member Price: $39
Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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1.0 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
Was It Fraud or Just Poor Audit Quality?
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1.6 Credits
Member Price: $59
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs
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2.0 Credits
Member Price: $79
AI Evolution: How has AI evolved and where does it stand today Generative AI: What exactly is & generative AI; and how is it different AI Limitations: What AI can't, shouldn't or won't do AI Applications: How can I practically use AI right now AI Ethics: What are the ethical implications of incorporating AI in my work
Hot Topics Audit & Attest Update
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2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
International Cross Border Transactions
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2.2 Credits
Member Price: $79
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk
Surgent's Choosing the Right Business Entity
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2.0 Credits
Member Price: $99
Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
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2.0 Credits
Member Price: $99
529 to Roth: who, what, when, and how SECURE Act 1.0 and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax
Just Ask Why - Searching for Answers: Generating Solutions
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4.0 Credits
Member Price: $129
The basic benefits of why The 5-15 report Curiosity and creativity
Financial Statement Analysis
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4.0 Credits
Member Price: $129
Purposes of financial statement analysis Trend analysis and vertical & horizontal analysis Simple and multivariate regression; Analysis of metrics Assessment of liquidity, solvency, and profitability Using data visualizations The role of qualitative factors
Preparing and Reviewing Workpapers for Higher Quality Audits
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4.0 Credits
Member Price: $129
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications
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4.0 Credits
Member Price: $129
Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment How to use tools such as Teams, Planner, and Power Automate Storing data in SharePoint Online and OneDrive for Business