CPE Catalog & Events
Spring Tax Update for Individuals with Steve Dilley
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Online
4.00 Credits
Member Price: $159
Recent legislative developments, cases and rulings impacting individual taxpayers Disaster Relief Act of 2024 Expiring TCJA provisions SECURE Act 2.0 Individual income items, itemized deductions and credits Updated tax rate schedule and other inflation adjusted items Implications for self-employed taxpayers of various legislation
Synchronize Your Files to the Cloud with SharePoint -Updated
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
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Online
4.00 Credits
Member Price: $159
The Inflation Reduction Act of 2022 Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new §461(l)), American Rescue Plan Act, and Inflation Reduction Act
Listening to the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $109
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
Ethical Considerations of the New AICPA SSTS Rules
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of the new AICPA Statement on Standards for Tax ServicesReorganization of SSTS by type of work performedDiscuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
Surgent's Artificial Intelligence for Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $99
What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
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Online
4.00 Credits
Member Price: $159
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
Coping With the Growth of Online Fraud
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Online
4.00 Credits
Member Price: $149
The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
Ethics: How to Give and Receive Criticism the Right Way
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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Online
1.00 Credits
Member Price: $59
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
Best-In-Class Recruiting Strategies
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Online
1.00 Credits
Member Price: $59
Recruiting & Retention Talent Management Employee Engagement
The Controllership Series - Addressing Budgeting Uncertainty
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Online
1.00 Credits
Member Price: $59
Accounting Finance
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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Online
1.50 Credits
Member Price: $79
Accounting Finance Cashflow
Upholding Independence While Holding Your Client's Hand
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Online
2.00 Credits
Member Price: $109
Circumstances that may cause recent FASB pronouncements to introduce threats to independence AICP's Code of Professional Conduct Best practice tips and practical strategies for preserving independence when assisting clients with technical matters
Introverts Have Real Power, Why Quiet Leaders are So Successful
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Online
2.00 Credits
Member Price: $109
What are the signs of an Introvert? Why do we seek out extroverts? How do we communicate? Introvert characteristics Secrets of public speaking for Introverts How to help your Introverted child? Playing to an introvert’s strengths
2025 Not-for-Profit Accounting & Auditing Update
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Online
3.00 Credits
Member Price: $129
Yellowbook Auditing Accounting
Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A
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Online
4.00 Credits
Member Price: $159
Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction Definition of self-rental property - both for Sections 199A and 469 Reporting using Form 1040, Schedule E, page 1 and 2 Self-rental property and the Form 8582 (passive activity)
AI Privacy, Security, and Compliance Masterclass
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction: What is AI Security, Privacy and Compliance (AISPC)?Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for AccountantsAISPC Policy Best PracticesKey Tactical Questions for Addressing Data Security and PrivacyOpenAI and Compliance with Government RegulationsOpenAI and Two-Factor AuthenticationOther OpenAI Security, Privacy and Compliance ConsiderationsBest Practices for Secure Data Sharing with GPT How to Create a GenAI and ChatGPT Usage Policy for Your OperationsGeneral AI Policy Do’s and Don’tsAI Copyright Compliance & Protection GuideDeepfakes and Synthetic Media: A New Frontier for Fraud and MisinformationFrom Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and EthicsKey Takeaways
Design Flexible Work Options To Attract & Retain Your Workforce
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Online
1.00 Credits
Member Price: $59
Flexible Work Options Employee Engagement Talent Management Strategy
Leaders Eat Last. Why? The Characteristics of Great Leaders
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Online
2.00 Credits
Member Price: $109
What does "Leaders Eat Last" mean Understand human nature and how we work together or not Leadership skills can be taught True leaders care The need for trust Practical lessons from gifted leaders Steps to become a better leader