CPE Catalog & Events
Defining Where and Why Internal Controls are Needed
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Online
1.00 Credits
Member Price: $59
Accounting Finance Procurement Operations
Effective Communication Skills
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Online
1.00 Credits
Member Price: $59
Communication Confidence Leadership
Fraud Risk Management
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Online
2.00 Credits
Member Price: $109
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
Topic 842: FASB's Lease Accounting Standard Update
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Online
2.00 Credits
Member Price: $109
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
CFO Series: Design Incentive Compensation Plans That Work!
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:What are incentive plans really trying to achieve?Types of incentive plans commonly found.What are the advantages and disadvantages of each?What makes a plan work or fail.Compensation methods – stock, options, cash, etc.Specific issues in design – the unequal challenge, upper and lower limits, and tying to objectives.How to test a plan to ensure that it will work.
Partnership Essentials: Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $109
Importance of tax basis capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1
The New AICPA Statements on Standards for Tax Services
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Online
2.00 Credits
Member Price: $109
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
The Preparation of Form 709 - Line-by-Line
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Online
2.00 Credits
Member Price: $109
Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation
Fraud Assessment for Small and Medium Sized Businesses
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Online
4.00 Credits
Member Price: $159
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
2025 Accounting & Auditing Update for Small Businesses
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Accounting Standards Updates (ASUs) that are most likely to impact small businesses.ASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs.Audit standards that small business auditors will need to implement.
Introduction to Yellow Book: 8-Credit Boot Camp
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Online
8.00 Credits
Member Price: $275
Accounting & Auditing Yellowbook Uniform Guidance
1040 Tax Prep Automation with AI Tools
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI technology and how it works.Identify where AI can be incorporated into the 1040 process.Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.A roadmap for using AI to improve client communications and 1040 based advisory services.
The Three Million Dollar Ribbon
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Online
2.00 Credits
Member Price: $109
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
Corporate Transparency Act Developments
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Online
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.
Grading Your Auditors - Are You Getting the Most Value?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit
Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?
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Online
2.00 Credits
Member Price: $109
Key aspects of Rita Crundwell's theft Internal controls that could have prevented the theft Internal controls that could have detected the theft in a timely manner Independence in both fact and appearance Lessons for CPA firms Lessons for government agencies
Guide Strategy, Attract Investments with Financial Forecasts
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Financial Statement ForecastingOverview of the importance and benefits of forecasting for strategic planning and investment attraction.The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends.Analyzing Historical Data: Methods for leveraging past financial data to inform future projections.Incorporating Market Trends: How to integrate market insights into financial forecasts.Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning.Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure
Surgent's Incredible Leadership Transformations in Accounting - Ways to Improve Leadership and Communication
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Online
2.00 Credits
Member Price: $99
Explore the tenets of exemplary leadership which are requirements for highly effective leaders who achieve results and are respected by team members, peers, and other leaders Review key practices that recognize and build on leadership strengths to create a team environment that is productive, profitable, strengthens team members’ morale, and fosters positive energy in the work climate Examine SMART goals to inspire teams to tackle tough challenges and help team members reach and exceed their potential Review conflict management techniques to minimize negative attitudes and foster win/win resolutions for team members
Tax Practice Ethical Challenges and Circular 230
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Online
2.00 Credits
Member Price: $109
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees