CPE Catalog & Member Events
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Multi Year Failure to File: Getting into Compliance
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Process-from client onboarding and transcript analysis.Risk assessment, ethical considerations, and resolution strategies.Manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations.Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance.
Surgent's Advanced Critical Tax Issues for S Corporations
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Webinar
8.00 Credits
Member Price: $279
Inclusion of OBBBA (One Big Beautiful Bill Act) provisions that are germane to this course Final regulations on “eligible terminated S corporations” (ETSCs) Cases, rulings, and tax law changes affecting S corporations Compensation planning in S corporations, including limitations in a family-controlled business; self-employment tax issues, including IRS efforts to address underreporing of S corporation officer compensation Use of redemptions: still some advantages Planning for the liquidation of an S corporation Tax issues for family ownership of S corporation stock Impact of the tax on net investment income on sales of S corporation stock Stock basis: Loss limitations, AAA, and distribution issues in depth Debt basis: what the regulations on back-to-back loans mean to investors Estate planning for S corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance Built-in gains: the 5-year recognition period S corporation structuring: one class of stock Methods of accounting Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates New cases on revocation of S election in bankruptcy court and documentation of open account indebtedness and Chief Counsel Advice on carryover of losses for ESBTs
Leverage PowerBI.com to Create Data Analysis for Others
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.
Looking at the AICPA’s “Non-authoritative Guidance” From an Ethics Perspective
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Webinar
2.00 Credits
Member Price: $79
When and How are AICPA Pronouncements “Authoritative”? Authoritative Ethical Pronouncements What is “Nonauthoritative” Guidance? Nonauthoritative Guidance in the AICPA Online Ethics Library A Closer Look at: Nonattest Services A Closer Look at: NOCLAR Case Analysis: Hale v. State Farm Mut. Auto. Ins. Co. Conclusion
K2's Dynamic Arrays In Excel
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Webinar
1.00 Credits
Member Price: $39
Differentiating between dynamic arrays and traditional Excel formulas Identifying which functions support dynamic arrays Using dynamic arrays to link data from external data sources
Stand Out - How to Create a Unique Employer Brand
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Webinar
1.00 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
Business Etiquette & Mindfulness
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Webinar
1.00 Credits
Member Price: $39
Communication Business Etiquette
The Controllership Series - Managerial Accounting Basics and Costs
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance
Considerations of Fraud
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Webinar
2.00 Credits
Member Price: $89
AU-C 240 Auditing Yellowbook
Lessee and Lessor Accounting
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Webinar
2.00 Credits
Member Price: $89
Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
Tax Depreciation: Review and Update
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics
Revenue Recognition for Private Entities 26-27
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Webinar
4.00 Credits
Member Price: $175
• Analysis of requirements for revenue recognition under ASC 606• Discussion of the requirements for auditing revenue transactions• Analysis of internal control and fraud risk aspects• Identification of high-risk areas of revenue recognition• Suggested procedures for identified risks
101 Tax Planning Ideas 26-27
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Webinar
8.00 Credits
Member Price: $329
• An overview of the individual and business tax changes in the One Big Beautiful Bill• Identifying tax 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
Internal Controls: Strengthen Security, Efficiency, and Employee Conduct 26-27
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Webinar
8.00 Credits
Member Price: $329
• An overview of control frameworks and concepts• Strategy considerations that can be incorporated into control development• Understanding and controlling risk that arises when organizations change or choose not to
Living Trust Administration Workshop 26-27
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Webinar
8.00 Credits
Member Price: $329
The steps in Trust Administration Delaware Tax Trap - its unique use Change of the exemption in 2026 and its impact Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust Preparation of trust accountings Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs
Predicting the Future: 21st Century Budgets and Projections 26-27
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Webinar
8.00 Credits
Member Price: $329
• Why great predictions are not intuitive• How to separate correlation from causation• How to recognize and overcome bias• Learn from the past without hindsight bias• Why the many purposes and types of budgets and projections cause distortions• How benchmarking and metrics have changed the budget process
S Corporations: Tax Compliance, Elections, and Best Practices
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Webinar
8.00 Credits
Member Price: $250
Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures
How to Build a Custom AI Chatbot and GPT in Plain English
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants
A Fox in the Henhouse/Courthouse
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Webinar
1.00 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance Procurement Operations