CPE Catalog & Events
Section 199A Rules and Forms Reporting
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Online
2.00 Credits
Member Price: $109
A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Self-rental rule for 199A compared to self-rental rule for passive activities Differing impact on the sole proprietorship, partnerships and S corporations Forms reporting in Form 8995 and Form 8995-A 199A flowchart
The AB5s of Employees and Independent Contractors
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Online
2.00 Credits
Member Price: $109
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
Yellow Book Ethics
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior
Small Business Risk Avoidance
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Online
4.00 Credits
Member Price: $159
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Introduction to Yellow Book: 8-Credit Boot Camp
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Online
8.00 Credits
Member Price: $275
Accounting & Auditing Yellowbook Uniform Guidance
Organizational Effectiveness and Communication
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Online
1.00 Credits
Member Price: $59
Communication
Advanced Negotiations: Never Split the Difference
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Online
2.00 Credits
Member Price: $109
Negotiations Business Management
ChatGPT Vision for Financial Analysis
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.
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
Corporate Ethics Cases: Discuss Real Life Conflicts
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Online
4.00 Credits
Member Price: $159
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
Retirement Planning: Next Stage for You or Your Client
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Online
1.50 Credits
Member Price: $79
Accounting Finance Procurement Inventory
Self-Rental Real Estate Passive Activity Rules
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Online
2.00 Credits
Member Price: $109
Definition of self-rental property - both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity) Self-rental property and the flow-through entity grouping election Real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards
Navigating Tax Court for Non-Lawyers 25-26
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Online
2.00 Credits
Member Price: $99
Determining when filing a Tax Court case can be a strategic benefit Learn how to file the case Understand the steps and deadlines in the Tax Court process Review the settlement process Know when the case gets to the point where you need help
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
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Online
2.00 Credits
Member Price: $99
How and why a partnership makes a 754 election The effect of the 754 election when an interest in a partnership is sold or inherited How the 754 election applies when a partnership makes a distribution of property to one or more of its partners How to make the 754 basis adjustment
Surgent's The Accounting Leaders' Survival Guide - Strategies for Managing Organizational Change
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Online
2.00 Credits
Member Price: $99
Learn the power of flexibility and adaptability Manage daily changes and stressors Avoid burnout and achieve work-life balance
Surgent's Unconscious Bias for Managers, Supervisors, and Executives
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Online
2.00 Credits
Member Price: $99
Unconscious bias, including the five defining characteristics of unconscious bias The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers The concept of microaggressions, with examples An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the “oops, did I just say that?” section.
Surgent's Tax Planning for Rental Real Estate
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Online
4.00 Credits
Member Price: $179
Rental activities and passive activities Material participation Real estate professional status Active participation status Depreciation recapture – Sections 1245, 1250, and 291 Vacation homes rented out QBI deduction and rental properties Section 1237 safe harbor for divided parcel sales Practitioner considerations
Overcome Your Obstacles to Abundance
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Online
4.00 Credits
Member Price: $159
How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios