CPE Catalog & Events
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Online
2.00 Credits
Member Price: $109
Accounting Finance Cash Investments
Learning to Teach "Tax" as a Second Language
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Online
1.00 Credits
Member Price: $59
Accounting as a foreign language Commonly misunderstood concepts Communicating tax matters Client-practitioner interactions Interacting with tax authorities
ChatGPT for Accountants: 50+ Use Cases
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Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
The Controllers Role in Data Analytics and Big Data
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Online
1.50 Credits
Member Price: $79
Accounting Finance Financial Statements
Two Types of Goals You Need to Be Successful
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Online
1.00 Credits
Member Price: $109
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
AI FAQs for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of AI and how it differs from traditional accounting softwareGenerative AI, AI agents, and embedded AI applications in accountingAI-powered automation for routine accounting tasks and workflowsData security and privacy considerations in digital accounting environmentsStrategies for maintaining client relationships while embracing automationFuture trends including frontier AI models and embodied AI (robotics)Practical implementation of AI tools in accounting practice management
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
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Online
4.00 Credits
Member Price: $159
Why customer service is not just having nice people; it is truly serving the customer Analysis of the value of the customer to compare it to various costs creating an ROI How to develop a compliance program that adds value to the customer A hard look at several companies and industries that have mastered the dual objectives How recent developments have affected compliance and customer service
Financial & Tax Accounting for Partnerships & LLCs
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Online
4.00 Credits
Member Price: $159
Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs
A Culture of Regulatory Ethics: A Competitive Advantage
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Does it pay for a company to have strong ethics?Can you measure the financial impact of ethics?Does ethics make a difference in financial performance?Can ethics be used as a competitive advantage?What sets the CPA designation apart?AICPA Code of Professional Conduct & the Conceptual Framework ApproachEthics as a marketing toolPersonalizing your Code of EthicsFour building blocks of ethical cultureWhat influences employee behavior?Ethical researchBuilding trust in organizationsMaintaining objectivity in difficult situations
Real Estate Taxation 25-26
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Online
8.00 Credits
Member Price: $329
California property taxation updated in light of Proposition 19 passage Qualified business income deductions [IRC Sec. 199A] Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2] Passive activities loss rules [IRC Sec. 469] Real estate professional rules [IRC Sec. 469(c)(7)] Interest expense deduction rules [IRC Sec. 163] Home sale exclusion [IRC Sec. 121] 1031 exchanges Estate planning and gifting with real estate
Documenting Your EBP Audit: What You Need to Know
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Online
8.00 Credits
Member Price: $349
Audit planning Risk assessment and control testing Documentation best practices for investments and notes receivable Key audit areas in the financial statements, such as contributions, benefit payments, and plan expense Participant data and participant accounts Initial audits, plan mergers, and other issues
Surgent's Social Security and Medicare: Planning for You and Your Clients
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Online
8.00 Credits
Member Price: $279
Legislative developments A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit Qualification: Has the client retired? How business entities may be used for Social Security advantage Income taxation of Social Security: avoidance tactics Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70 Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know
Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners
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Online
8.00 Credits
Member Price: $279
What’s NEW for this year – Items all practitioners must know Form 1040 and Schedules 1 – 3 1099-K reporting requirements Qualified Business Income -- Coverage of §199A including the real estate safe harbor A tour of the most recent forms changes, starting from gross income and ending with selected credits, including the latest IRS guidance on significant recent tax legislation How will clients (and practitioners) interact with IRS in the future and how the pandemic is steering the IRS to ramp up with digital communication efforts Hot developments and current areas of interest Virtual Currency and Digital Asset Taxation Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting
Consulting Services Secrets
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Online
1.00 Credits
Member Price: $59
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
How to Make Difficult People Disappear...Without Going to Jail
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Online
1.00 Credits
Member Price: $59
Team dynamics Influence Organizational behavior Leadership
HR Investigations - Episode 3 - Gathering-Analyzing-Reporting
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Online
1.00 Credits
Member Price: $59
Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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Online
1.00 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Current Fraud Trends - Nonprofit and Government Entities
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Online
2.00 Credits
Member Price: $109
Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud
International Cross Border Transactions
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Online
2.20 Credits
Member Price: $109
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk