CPE Catalog & Events
Strategies for Tax Dispute Resolution 2024
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Online
8.00 Credits
Member Price: $299
Examination process: organization of IRS, standards for return selection; AICPA SSTS (revised), Circular 230 guidelines, amended returns and approaches to resolving examination problems Civil penalties, delinquency penalties, accuracy-related penalty, fraud penalty, preparer penalty, promoter and protestor penalties and foreign information return penalty regime Audits and administrative appeals, nature and scope; docketed v. nondocketed appeals, appeals conferences and settlement approaches Collection process: significance of assessment; nature of tax liens and levies, installment agreements, collection due process, offers in compromise and bankruptcy Tax fraud: civil tax fraud badges, criminal tax fraud violations, defenses, voluntary disclosures the role of Kovel accountant Judicial proceedings: Tax Court process, federal district court, Court of Federal Claims and California Superior Court
Audit 405: Designing Internal Controls for Smaller Entities
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Evolution of internal control conceptsRevamped 2013 COSO Internal Control - Integrated FrameworkDesigning an adequate 'umbrella' of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entitiesAdditional responsibilities for the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements
Improving Excel Productivity with AI 2024
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Online
1.00 Credits
Member Price: $49
Using ChatGPT to write Excel formulas Using Excel for Web's built-in AI capabilities VBA Workbook coding
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results
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Online
1.00 Credits
Member Price: $39
Relationships
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
The Essentials of Fringe Benefit Planning
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Online
2.00 Credits
Member Price: $79
An overview of the fringe benefit planning process Understanding the needs of the business owner Understanding the needs of the employees Options under IRC §132 fringe benefit plans Automobile issues Disability issues Dependent care issues Medical issues Long-term care issues Life insurance issues Education issues Expense reimbursement issues Cafeteria plan issues
Controller Series: Sending and Receiving the Gift of Feedback
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Online
1.00 Credits
Member Price: $71
What are the three types of feedback and when to use each? Type 1: Evaluation Type 2: Appreciation Type 3: Coaching Commonality in all three Identify the barriers and blind spots in receiving feedback Recognize how emotions turn feedback into a battle Solicited & unsolicited feedback Key takeaways
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
401(k) Audit Basics, Part 4 - Notes to Financial Statements and Current Topics
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Online
2.00 Credits
Member Price: $118
Unique plan financial statement disclosures Hot topics for your 2024 EBP audits Q&As
401(k) Audit Basics, Part 4 - Notes to Financial Statements and Current Topics
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Online
2.00 Credits
Member Price: $118
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
Surgent's Update on the SECURE 2.0 Act
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Online
2.00 Credits
Member Price: $99
Automatic enrollment requirements for 401(k) plans Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62, and 63 Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Improving coverage for part-time workers Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule
Collaborative Communications: Working with Diverse Styles
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Online
2.50 Credits
Member Price: $89
Communications
Surgent's Construction Contractors: Accounting and Financial Reporting Issues
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Online
4.00 Credits
Member Price: $159
Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industry The unique relationship between the contractor and the surety The new lease FASB ASC and its impact on the construction industry
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
IRS Strategic Plan 2023-2026 and Impacts on US Tax Pros
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the IRS Strategic Plan 2023-2026Key goals and priorities of the IRS Strategic PlanMeasures the IRS plans to take to achieve its goalsImplications of the IRS Strategic Plan for tax professionals and regulatory ethicsChanges to the way the IRS provides services and communicates with taxpayersStrategies for staying up-to-date on IRS policies and proceduresCase studies of the impacts of the IRS Strategic Plan on the accounting profession
Financial Acumen for the HR Professional
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Online
1.00 Credits
Member Price: $39
Financial Statement Insight Trend Analysis Financial Benchmarks
A Coach Approach to Feedback: How To Have an Action Oriented Conversation
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Online
2.00 Credits
Member Price: $79
Feedback
Audit 406: Auditing Revenue Recognition - Common Risks
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Generally accepted accounting principles related to sales, including the newest revenue recognition model of Topic 606Common revenue recognition fraud schemes and potential audit responsesAudit responses to significant risks requiring special audit consideration related to revenue recognition