CPE Catalog & Events
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Leveraging ChatGPT for Innovative Business Advisory Services
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Introduction to ChatGPT and its applications in the business advisory contextIn-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.Practical case studies demonstrating application of ChatGPT in accounting business analysisKey challenges faced by accounting firms and how ChatGPT can help overcome theseBest practices for implementing AI tools in the accounting sectorFuture opportunities and trends in AI-enhanced business advisory services
The Ethics Hour: Accounting Scandals: What Happened and Why? Can We Prevent Them?, featuring Tracy Cooper and Don Minges
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Webinar
1.00 Credits
Member Price: $39
Why do some choose to deceive, cheat and steal Can accounting scandals be prevented A brief history of accounting scandals What to look for What should ethical professionals like you do
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
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Webinar
1.00 Credits
Member Price: $39
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
Working Through Grief and Loss - How to Build a Supportive Workplace
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Webinar
1.00 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
Creating A Culture of Trust
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Webinar
1.00 Credits
Member Price: $39
Culture Trust
Mastering Microsoft 365 Copilot for CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Microsoft 365 Copilot featuresAutomating tasks with AI assistanceEnhancing content creation and data analysisCollaboration tools powered by AIBest practices for maximizing Copilot's benefits
Installment sales: Maximize Tax Benefits and Stay Compliant
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Installment sale treatment eligibilityWhen to elect out of installment sale treatmentInstallment sale of business assetsInstallment sale default and the rules for personal property versus real propertyInstallment sales and depreciation recapture
Maximizing the Tax Benefits of an Installment Sale
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Webinar
1.00 Credits
Member Price: $29
Installment sale treatment eligibility When to elect out of installment sale treatment Installment sales of business assets Installment sale default and the rules for personal property vs real property Depreciation recapture
Revenue Recognition - Determine the Transaction Price - Part 1
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Webinar
1.00 Credits
Member Price: $39
Revenue Recognition Accounting
K2's CPA Firm Update
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Webinar
2.00 Credits
Member Price: $79
Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations Optimal technology stacks to enhance firm productivity, efficiency, and profitability Cybersecurity advancements. Proactive approaches to safeguarding client and firm data
Two Types of Goals You Need to Be Successful
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Webinar
1.00 Credits
Member Price: $79
Common obstacles to goal achievement The limitations of SMART goals Characteristics of effective outcome goals Process Goals: The Roadmap to Achievement Integrating Outcome and Process Goals for Maximum Impact
The Controller Function - Elevating the Role
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Webinar
1.50 Credits
Member Price: $39
Accounting Finance Auditing Business Development
Ethical Practices and Responsibilities Under Circular 230
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Webinar
2.00 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a tax practice Provide guidelines for registered tax return preparers and tax return preparation Contingent fees Proposed new rules addressing the evolving nature of tax practice Conflict of interest, best practices, errors and omissions, written opinion requirements Evolving rules for CPA "mobility" History and background for Circular 230
Ethics in the World of AI: An Accountant's Guide to Managing the Risks
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Webinar
2.00 Credits
Member Price: $125
Business uses of AI Nine risk areas of AI Three ethical frameworks Risk mitigation strategies
Surgent's Introduction to Required Minimum Distributions
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Webinar
2.00 Credits
Member Price: $99
How SECURE Act 1.0 and SECURE Act 2.0 changed the RMD rules What is an RMD? Who is subject to RMDs? The types of accounts subject to RMDs How to calculate an RMD How to determine if a distribution can be an RMD How to determine which life expectancy table must be used when calculating an RMD The rollover and transfer rules during an RMD year IRS penalties for non-compliance with RMD regulations Applying RMD strategies to different plan types When RMDs can and cannot be aggregated How to correct an RMD shortfall How to get a waiver of the excise tax on an RMD failure The tax implication of an RMD How to donate an RMD tax-free How to determine the RMD rules that apply to a beneficiary
Understanding the New Forms K-2 and K-3
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Webinar
4.00 Credits
Member Price: $159
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships
AI for CPAs - How it Works and How to Apply it
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Fundamentals of machine learning and AI algorithmsHow generative AI models like ChatGPT functionPractical examples of generative AI in accounting, finance and taxKey terminologies and concepts simplifiedAI Agents for process automation
Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting
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Webinar
4.00 Credits
Member Price: $129
Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services
101 Tax Planning Ideas 25-26
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Webinar
8.00 Credits
Member Price: $329
Planning opportunities in the tax formula Different types of planning Frequently-used planning techniques Qualitative and quantitative considerations The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning Looking to the past, present, and future as we plan