CPE Catalog & Member Events
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Managing Through Corporate Politics - The Achilles’ Heel of Executing Professional Skepticism
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Webinar
2.00 Credits
Member Price: $85
Defining corporate politics Impact of corporate politics Types of corporate politics and remedies Metaphors of corporate politics Dispelling myths The players
OBBA of 2025: Individual Overview
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Webinar
2.00 Credits
Member Price: $89
An overview of provisions of existing law extended or made permanent without substantial change, including casualty losses, individual tax rates, alternative minimum tax Provisions of existing law extended or made permanent with substantial change, including: child tax credit, earned income credit, standard deduction, state and local tax deduction New law provisions applicable to individuals, including deductions for: Tip income and overtime pay Social security income Car loan interest AGI charitable contribution deduction Trump account Repeal existing law provisions, including electric car credit and home energy credits
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
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Webinar
2.00 Credits
Member Price: $89
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts Highlights of important concepts included in SASs No. 142-149
Corporate Transparency Act Developments
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Resistance to Resilience: Strive for Tech Change Acceptance
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Resistance to resilience in embracing new technologiesOvercoming barriers and ensuring successful implementationCutting-edge audit technologies, including AI, data analytics, and automationInsights into the Technology Acceptance Model (TAM)
Preparing to be a Forensic Accountant - Focus on Network Forensics
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Webinar
1.50 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
The Controllership Series - Sales, Collections and Customer Credit
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Webinar
1.50 Credits
Member Price: $79
Accounting Sales Collections
Forensic and Fraud Interviewing Techniques and Skills
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Webinar
2.00 Credits
Member Price: $89
Forensic Accounting Accounting Auditing Finance
Advanced Negotiations: Never Split the Difference
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Webinar
2.00 Credits
Member Price: $89
Negotiations Business Management
Written Information Security Plans
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction to the Gramm-Leach-Bliley Act and its impact on data security.Circular 230 compliance and due diligence for practitioners.AICPA Statements of Standards relevant to WISP requirements.Key components of a Written Information Security Plan.Training requirements for employees, staff, and contractors.Practical guidance for drafting and implementing a WISP.FTC enforcement of data security standards for PTIN holders.Best practices for maintaining and updating WISP compliance.
Leading Risk Management Practices in a Dynamic Risk Environment - Part 2
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Webinar
1.00 Credits
Member Price: $39
Risk Management
Critical Thinking Skills: Prevent Mistakes Now
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Webinar
2.00 Credits
Member Price: $89
Critical Thinking Communication
Fraud & Embezzlement: Case Studies from the Trenches
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.
Navigating IRS Authorizations: Form 2848 & Form 8821
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests
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Webinar
4.00 Credits
Member Price: $159
Types of partnership distributions Liquidating partnership distributions Basis of property distributed by a partnership Special basis adjustments under Section 732(d) Abandoned and worthless partnership interests Section 751(a) exchange Transactions between partners and their partnerships Disguised sales Section 736(a) and (b) payments
The One Big Beautiful Bill: 2025 tax legislation
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill Individual General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions
Comprehensive S Corporation Taxation Form 1120S 26-27
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Webinar
8.00 Credits
Member Price: $329
• Learn how to qualify and to make the S corporation election• Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained• Understand the four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations)• Understand the proper tax treatment and reporting of a distribution from the S corporation to a shareholder• Determine how to calculate AAA and OAA account for an S corporation as well as the 3 potential taxes• Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S corporation
Leases: ASC Topic 842 in Depth 26-27
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Webinar
8.00 Credits
Member Price: $329
• FASB ASC 842, Leases• All recently released updates to ASC 842, Leases
Social Security Basics and Strategies for Maximizing Benefits 26-27
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Webinar
8.00 Credits
Member Price: $329
• Social Security planning, benefit calculation, and beneficiaries• Recent changes to "file and suspend" and "restricted application" strategies• Increasing benefits for divorced and surviving spouses• Early retirement and the earnings test• An overview of the obstacles beneficiaries face when claiming Social Security disability benefits• Integrating retirement plan distribution strategies with Medicare and Social Security claiming strategies
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers
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Webinar
8.00 Credits
Member Price: $279
Key provisions of the recent HR 1, One Big Beautiful Bill Act, have been incorpoated throughout the course Review an error-prone "staff-prepared" Form 1040 from client-provided information. Where do you start? Get to know your client and ask the questions Several new reporting issues for the reviewer to consider, including the main credit provisions as enacted under the American Rescue Plan What are common errors preparers make and what are the areas generating malpractice claims? The importance of engagement letters, questionnaires, and §7216 permission statement Initial administrative groundwork Identifying organizing issues in the tax return to be reviewed Avoiding “willful blindness.” Handling ethical and moral dilemmas Efficient review of certain advanced issues for income, adjustments, deductions, and credits Effective procedures for delinquent clients, filing past-due tax returns First-time client issues requiring extra scrutiny Multiple checklists of efficient procedures to identify potential issues on a 1040 return Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients Reconciling time pressure with thoroughness and quality control Professionals acting professionally