CPE Catalog & Events
Ethics: Giving Thanks - How to Master the Art of Gratitude
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Online
2.00 Credits
Member Price: $89
We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.
Like-kind Exchanges in Real Estate Transactions
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy.These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results
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Online
1.00 Credits
Member Price: $39
Relationships
Ethics Update: A Guide to Circular 230
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Online
2.00 Credits
Member Price: $79
Understanding the Taxpayers Bill of Rights Oversight of the Tax Profession Various Circular 230 issues Practice before the IRS Definition of a preparer Rules of written advice Unenrolled return preparers Unlicensed activity Record requests Confidentiality Use of a third-party service provider Knowledge of client’s omissions Best practices Due diligence Competence Written advice False Opinions
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Online
2.00 Credits
Member Price: $99
What keeps companies from becoming streamlined? Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle
Surgent's Skills to Enhance Personal and Professional Networks
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Online
2.00 Credits
Member Price: $99
The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies
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
The Seven High Quality Questions that Lead to Success & Solutions
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Online
2.50 Credits
Member Price: $79
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
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Online
1.00 Credits
Member Price: $39
Emotional Intelligence Communication Teamwork
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
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Online
1.00 Credits
Member Price: $39
Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
Monthly Federal Tax Updates - May 2024
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
PowerPoint Fundamentals - Create Engaging Presentations
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Presentation design best practicesOrientation to the PowerPoint features functionsUsing templates, themes and slide layoutsStep-by-step guide to designing and creating a presentationAdding graphics, photos and other objectsPreparing for the delivery of your presentation
Collaborative Communications: Working with Diverse Styles
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Online
2.50 Credits
Member Price: $89
Communications
Understanding Internal Control Constructs
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Online
4.00 Credits
Member Price: $149
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
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Online
4.00 Credits
Member Price: $129
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
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
Audit 107: Auditing Cash - Applying Basic Audit Skills
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Typical audit risks and special considerations related to cash and cash equivalentsDesigning a detailed audit plan, linking assessed risk to planned proceduresPerforming typical audit procedures associated with auditing cash and cash equivalentsCase study related to auditing cash and cash equivalents, including identifying and evaluating a misappropriation of cashIdentifying how to obtain evidence through inquiry of the client
Contract and Procurement Fraud
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Online
2.00 Credits
Member Price: $79
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
A Coach Approach to Feedback: How To Have an Action Oriented Conversation
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Online
2.00 Credits
Member Price: $79
Feedback
Entertainment, Meals & Travel Expenses: Review and Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings