CPE Catalog & Events
Tactics to Find Work Life Balance in a Complex World
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list
Nonprofit Taxation Rules and Form 990
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Online
2.00 Credits
Member Price: $109
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive
Devious Ethics: Avoiding Snakes in Suits
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Online
2.00 Credits
Member Price: $109
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
2024 Revision to Government Auditing Standards Impact
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits
Implementing and Maintaining an Internal Control System 25-26
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Online
8.00 Credits
Member Price: $329
Considerations for the maintenance of an internal control system The types of policies and procedures organizations should utilize Reviewing and testing control measures Updating controls and implementing control changes
Intermediate Individual Taxation - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $349
Gains and losses on property transactions Fringe benefits Retirement plan distributions Hobby losses Home offices Depreciation and amortization Tax credits The qualified business income deduction under Section 199A
Walter Haig's Personal Financial Health Checkup
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Online
8.00 Credits
Member Price: $239
The topics that will be covered in this course include:Preparing a personal financial statement following U.S. GAAPRecasting U.S. GAAP personal financial statements into powerful management toolsIdentifying key financial factors that must be managed in order to achieve financial self-sufficiencyKey personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at DeathHow to create "goal" statements that achieve results
Yellow Book: Staying Compliant With Government Auditing Standards
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Online
8.00 Credits
Member Price: $349
Foundation and principles of generally accepted government auditing standards (GAGAS) Yellow Book compliance requirements Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits, attestation engagements and reviews of financial statements Fieldwork and reporting standards for performance audits
Clean, Transform & Load Data in Power BI
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
Individual Tax Update: Recent Developments
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:2021/22 legislation impacting individual taxpayersExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
Remote Leadership: The Four "Ps" That Remote Teams Need to Thrive
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Online
1.00 Credits
Member Price: $75
Culture's driving force Shared vision and purpose Employee engagement Communication Platforms and tools Process and rhythm to execute
Conducting Human Resource Investigations
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Online
1.00 Credits
Member Price: $59
Research Analysis Interviewing Documenting Reporting Results
Performance Auditing Made Easy
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Online
1.50 Credits
Member Price: $79
Performance audit standards Performance audit types Performance audit objectives
Introduction to Governmental Accounting
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Online
2.00 Credits
Member Price: $109
Governmental financial reporting Auditing Yellowbook
Communicate Financial Concepts to Non-Accountants
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Online
2.00 Credits
Member Price: $109
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
Ethics: 10 Crucial Qualities of High Character CPAs
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
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Online
2.00 Credits
Member Price: $99
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
Surgent's What Tax Practitioners Need to Know About Medicare
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Online
2.00 Credits
Member Price: $99
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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Online
4.00 Credits
Member Price: $159
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
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