CPE Catalog & Member Events
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Failure to Detect Fraud and the Reasons Why
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Webinar
2.00 Credits
Member Price: $89
Fraud Detection Challenges Fraud Characteristics Fraud Indicators Audit Responsibilities Fraud Risk Recognition Responding to Suspected Fraud
Becoming an AICPA Peer Review Team or Review Captain: Case Study Application
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Webinar
10.00 Credits
Member Price: $179
The role and qualifications of the peer reviewer in system and engagement reviews Objectives and requirements related to peer reviews in a peer review program Steps in a peer review engagement Writing peer review reports Assisting firms in preparing letters of response Planning and conducting the exit conference Engagement reviews and their distinct differences from system reviews
Building Personal Leadership Skills
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Webinar
4.00 Credits
Member Price: $149
Leadership Personality Types Communication Uses of AI in the work place
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
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Webinar
4.00 Credits
Member Price: $149
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
Mary Jane Hourani’s Federal Tax Update: Business
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Webinar
4.00 Credits
Member Price: $149
Recent federal tax legislation and proposed changes IRS regulations, rulings, and procedural updates Recent tax-related court cases Application of deductions, credits, and tax benefits Practical application of tax law changes to business scenarios
Beyond the Basics: Financial Ratios You Might Be Overlooking
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
S Corporation Essentials: Stock & Loan Basis Reporting
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Webinar
2.00 Credits
Member Price: $89
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions
Annual Update on the 2024 Revised Uniform Guidance And Time & Effort Reporting
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Webinar
2.00 Credits
Member Price: $89
The definitions in 2 CFR 200.1 are the building blocks of the regulation and so we will provide you the impactful revisions to the citation language This session will provide you the precise wording changes, showing parts that were changed or new requirements that were added We will discuss universal wording changes as well as the effective date for implementation We will discuss impactful changes and how it will affect compliance The session will cover a new requirement for whistle blower protection We will discuss a unique insight of how time reporting is a claim and how claims can have detrimental consequences if not aware What should an organization do if they did not keep time records for a grant A "war" story when a university did not take the time reporting requirements seriously
Closely Held Business Owner Financial Planning Opportunities 26-27
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Webinar
2.00 Credits
Member Price: $99
• Insurance planning• Investment planning• Business succession planning• Income tax planning• Practice management and marketing• Retirement planning• Executive compensation• Estate planning
Ethics and Professional Conduct
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Webinar
2.00 Credits
Member Price: $89
Discussion of what makes an ethical dilemma. Review of recent ethical violations Practical applications of the independence and conflict of interest rules Current PCAOB concerns
Fiduciary Taxation Part 2: Fiduciary Accounting & Simple Trusts 26-27
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Webinar
2.00 Credits
Member Price: $99
• Review the Basic Concept of Fiduciary Duty• Review the Basic Concept of Fiduciary Accounting• Use of a Diagram to Distinguish Income and Principal• Calculating Fiduciary Accounting Income• Requirements of a Simple Trust• Problem Example Spreadsheets Reflecting Fiduciary Accounting and Taxation of Simple Trusts as well as how Depreciation is Handled by a Fiduciary Entity• Problem Examples Reflecting a Completed Form 1041 using Spreadsheet Calculations for Fiduciary Accounting and Taxation of Simple Trusts
IRC 1031 in the Real World: Practical Issues and Compliance
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:IRC § 1031 like-kind exchange rules under current law Changes to § 1031 following the Tax Cuts and Jobs Act Qualification requirements for like-kind exchanges Definition of real property under Treasury Regulations Like-kind versus non-like-kind property Relinquished property Replacement property Realized gain Recognized gain Basis calculations Interaction of § 1031 exchanges with cost segregation studies Depreciation treatment under IRC §§ 1245 and 1250 Allocation of basis to replacement property Depreciation of carryover basis Depreciation of excess basis Multiple-property exchange rules Tax return preparation and review considerations Compliance considerations for § 1031 exchanges
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
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Webinar
2.00 Credits
Member Price: $99
Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans Defined benefit plans and cash balance plans
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Webinar
2.00 Credits
Member Price: $99
Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance
Surgent's Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
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Webinar
4.00 Credits
Member Price: $159
Three different types of basis Contributions of property IRC 704(b) – Capital Accounts and Special Allocations Contributions of property and debt Contributions of services IRS Notice 2020-43
Just Ask Why - Searching for Answers: Generating Solutions
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Webinar
4.00 Credits
Member Price: $149
The basic benefits of why The 5-15 report Curiosity and creativity
Critical Technical Skills for CFOs and Controllers
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Webinar
4.00 Credits
Member Price: $149
A methodical approach to business and strategic planning Overview of The Balanced Scorecard approach to creating key performance metrics Common metrics for analyzing financial statements and trends Accounting and finance role in Enterprise-wide Risk Management (ERM)
Common Deficiencies in SSARS Engagements
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Frequent problem areas in preparation, compilation, and review engagementsThe root causes of noncompliancePractical approaches firms can use to improve consistency, documentation, and overall engagement performance
How to Audit Inventory
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Auditing Inventory.Related Audit assertions, risks, and threats to inventory.Substantive auditing procedures that staff should perform.
Surgent's Navigating Your Client Through the IRS Appeals Process
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Webinar
4.00 Credits
Member Price: $159
Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less Writing and filing a Formal Protest, including required information Alternative Dispute Resolution options available to clients Negotiation and time limitations Preparing and submitting a Tax Court petition to preserve a client’s rights