CPE Catalog & Events
Inventory, Expense and Payroll Fraud
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Online
2.00 Credits
Member Price: $79
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
Audit 304: Auditing Basic Investments - Common Risks
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the most common investment typesTypical audit risks and related audit procedures for common investmentsThe basics of accounting for equity investments in other entitiesUnderstanding common 'plain vanilla' derivatives, like interest rate swapsFair value disclosure, including applying the fair value hierarchy
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
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Online
2.00 Credits
Member Price: $118
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
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Online
2.00 Credits
Member Price: $118
Surgent's Schedules K-2 and K-3: Filing Requirements
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Online
2.00 Credits
Member Price: $99
IRS goals in requiring these schedules Detailed discussion of the domestic filing exception for 2023 tax year Filing requirements and exceptions for every part of Schedules K-2 and K-3 Examples based on client situations encountered in practice
Surgent's Representing a Client in an IRS Audit
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Online
3.00 Credits
Member Price: $169
Substantially increased IRS funding provided by the Inflation Reduction Act IRS test program in 2024 to determine if it should prepare tax returns Using improved data and analytics to tailor timely collections contacts Auditing large corporations and partnerships Audits of high income and high net worth individuals Information Document Requests What happens when a client agrees or disagrees with the IRS’s audit findings The Dirty Dozen: roadmap to IRS audit issues
K2'S Eight Awesome PivotTable Features
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Online
2.00 Credits
Member Price: $79
Adding user-defined calculations to PivotTables Enhancing PivotTables with Key Performance Indicators Using PivotTables to consolidate “standard” Excel reports Creative ways to filter PivotTables Linking accounting software data into PivotTables
Improve Spreadsheets by Building Controls in Excel
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
The SECURE Act 2.0 - Planning Opportunities for Individuals
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Online
1.00 Credits
Member Price: $39
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
Governmental Accounting 101
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Online
2.00 Credits
Member Price: $79
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
Driving Performance with Metrics
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Online
2.00 Credits
Member Price: $79
Performance Metrics Budgets
Tax Depreciation: 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:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
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Online
3.00 Credits
Member Price: $99
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
Achieving Balance in Work and Life - Part 2
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Online
4.00 Credits
Member Price: $129
Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts
Trust Fund Recovery Penalty And Request For Refund
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Learning about the Trust Fund Recovery Penalty (TFRP).Understanding pre-843 requirements when making a request for refund.Employing an effective strategy for removing the Trust Fund Recovery Penalty (TFRP) using IRS internal records.Appealing a rejected Form 843.Live case examples for making a request for refund using Form 843.
ERISA Plans: Planning and Reporting
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Online
2.00 Credits
Member Price: $118
Pre-engagement, planning, and risk assessment procedures Standard and modified auditor reports Effects of new SAS implementation on planning and reporting
ERISA Plans: Planning and Reporting
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Online
2.00 Credits
Member Price: $118
Pre-engagement, planning, and risk assessment procedures Standard and modified auditor reports Effects of new SAS implementation on planning and reporting
Peer Reviews of SSARS Engagements
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Basic requirements of an engagement review.Qualifications for serving as a peer reviewer.Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.Common engagement review findings and tips for passing peer review.
Conducting a Remote Audit
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Online
4.00 Credits
Member Price: $213
Leveraging the benefits of remote auditing Managing the team, client, and audit process remotely Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing Understanding narrow-topic considerations when remote auditing
Shorten Month-End: Closing Best Practices
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Online
4.00 Credits
Member Price: $149
Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systems' headaches that slow you downWork through examples of close cycle "time killers" and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly