CPE Catalog & Events
Benefits and Best Practices for Telework
-
Webinar
2.00 Credits
Member Price: $89
Communication Business Management
How to Audit Prepaid Expenses
-
Webinar
2.00 Credits
Member Price: $89
Pre-paid Expenses Auditing Yellowbook
Mastering Charitable Remainder Trusts and Form 5227 Compliance
-
Webinar
2.00 Credits
Member Price: $89
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Real Estate Professionals: Passive Activity, Sec. 199A and Investment Income Tax
-
Webinar
2.00 Credits
Member Price: $89
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity’s reporting on Form 1040 How ""real estate business"" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the ""grouping"" election for passive activities and the flow-through deduction
Ethical Intelligence for Artificial Intelligence
-
Webinar
2.00 Credits
Member Price: $89
Benefits and pitfalls of artificial intelligence in the accounting profession Selecting and utilizing artificial intelligence resources Applying professional skepticism to results Maintaining independence while utilizing artificial intelligence Upholding client confidentiality Data security and retention Citation of sources and related reporting considerations
Financial Accounting for Related Party Transactions
-
Webinar
2.00 Credits
Member Price: $89
FASB codification provisions for transactions with related parties, including business owners and special purpose entities Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities Reviews the tax accounting related taxpayer standards Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards
Form 706 Preparation Part 2: Reporting Assets 26-27
-
Webinar
2.00 Credits
Member Price: $99
• Action steps in 706 preparation engagement• Filing requirements, new forms, IRS return review procedures, closing letters• Obtaining transcripts and previously filed returns• Completing introductory pages 1—4• Worksheets provided: Summary of Estate Plan• Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
K2's AI: Real Tools, Real Results
-
Webinar
2.00 Credits
Member Price: $89
Practical AI tools and applications in accounting and finance Implementation strategies and ethical considerations Measuring results and ROI from AI adoption
K2's Tech Tuneup Tips
-
Webinar
2.00 Credits
Member Price: $89
Technology Tuneup Mindset. Identifying small technology changes that deliver outsized productivity and reliability gains Workstation and Device Optimization. Improving performance, stability, and usability of desktops, laptops, and mobile devices Software and Application Efficiency. Leveraging built-in features, reducing tool overlap, and improving day-to-day application usage Workflow and Collaboration Improvements. Streamlining email, file management, task visibility, and team collaboration
Surgent's New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock
-
Webinar
2.00 Credits
Member Price: $99
The graduated holding periods and the related graduated capital gain exclusions Raising the per-issuer gain exclusion cap to $15 million Raising the corporate-level aggregate gross asset threshold to $75 million Qualifications for a corporation to issue Section 1202 stock Using multiple non-grantor trusts to unlock the $15 million exclusion cap The 10% test associated with non-operating real estate and investment securities The 50% working capital test The 80% test relative to an active qualified trade or business QSBS attestation letter Excluded businesses Permissible businesses, including manufacturing, retailing, technology, and wholesaling How Section 1202 applies in the context of a transfer to other taxpayers
Surgent's Use the Data Model to Build More Powerful PivotTables
-
Webinar
2.00 Credits
Member Price: $99
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
Viewing A&A Through the Eyes of a Tax Practitioner
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The role of financial reporting for a myriad of usersFundamentals conceptsSpecial Purpose FrameworksFinancial statement analysisCross-functional collaboration
Just Ask Why - Searching for Answers: Generating Solutions
-
Webinar
4.00 Credits
Member Price: $149
The basic benefits of why The 5-15 report Curiosity and creativity
Fraud, Controls & Ethics: Best Practices & Case Studies
-
Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Examination of actual fraudsDiscussion of internal controls that could have prevented fraudsContemplation of epiphanies for your own professional scenarios.The AICPA Code of Professional ConductOther elements of professional conduct and compliance with professional standards
AI in Action: Your First Steps to Smart Adoption
-
Webinar
1.00 Credits
Member Price: $49
Understand the three stages of AI adoption and where you are today. Practical AI Tools in action (e.g., LLM Models, AI workflows, AI Agents). Quick Wins agnostic of function: How AI can support daily tasks. Your 30-Day AI Plan: Practical guide to help you define areas to apply AI immediately. Confidence to Experiment: Tips to overcome fear and start building momentum in your team.
Smart Formula Selection in Excel: What to Use When
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Strategic Formula Use:Why choosing the right formula matters: clarity, performance, and maintenanceCommon traps: overusing IF, defaulting to familiar tools, ignoring modern functionsHow Excel offers multiple ways to solve the same problem and how to pick wiselyConditional Logic and Branching Tools:IFS vs SWITCH vs nested IF: comparing readability and structureWhen to simplify logic and how to avoid nested nightmaresSummarizing Data:SUMIFS vs SUMPRODUCT: multiple conditions, weighted sums, totalsFiltering and Output Control:FILTER vs IF + INDEX: dynamic data extraction with vs without Excel 365Trade-offs in backward compatibility and ease of useCustom Output and Decision Trees:CHOOSE vs SWITCH vs LOOKUP: logic trees and category mappingEmbedded Variables and Reusability:LET vs named ranges: clarity and efficiency for long formulasUsing LAMBDA with LET to create custom functionsSimplifying and documenting complex calculationsBest Practices for Formula Selection:Criteria for deciding: readability, flexibility, future maintenanceTips for avoiding overengineering and formula bloat
Controls to Secure the Growing Digital Footprint
-
Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
The Value of Conflict
-
Webinar
1.00 Credits
Member Price: $39
Conflict resolution
Global Internal Audit Standards (GIAS) Domain II – Part 2
-
Webinar
2.00 Credits
Member Price: $89
Internal Audit Standards GIAS Accounting Internal Controls
Becoming Conflict Competent
-
Webinar
2.00 Credits
Member Price: $89
Major topics covered in this course include:Levels of conflictStrategies to de-escalate conflictDistinction between miscommunication and conflictResponses to conflictTactics to address, rather than avoid, conflict