CPE Catalog & Events
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
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Online
1.00 Credits
Member Price: $39
Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation
Mastering Charitable Remainder Trusts and Form 5227Compliance
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Online
2.00 Credits
Member Price: $79
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Audit 302: Planning Effective and Efficient Audits
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the audit processLinking risk of material misstatement to the detailed audit planTailoring standard audit programs based on assessed riskEngagement team discussion agenda items and best practicesEvaluating the appropriateness of audit evidenceCommon efficiency considerations by audit area
Streamlined Excel Reporting Series Session 2: Working with PivotTables
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Online
2.00 Credits
Member Price: $118
Streamlined Excel Reporting Series Session 2: Working with PivotTables
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Online
2.00 Credits
Member Price: $118
Become Rich Without Selling Your Soul
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Online
4.00 Credits
Member Price: $129
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
Financial Decisions that Led Two Businessmen to Prison
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Audits of 401k Plans 2024
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Online
4.00 Credits
Member Price: $159
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits Update of the changes affecting 401k plans Compliance issues commonly encountered in 401k plan audits Best practices for engagement planning, internal controls, risk assessment, and detailed testing Common audit reporting and disclosure issues
Best Non-Google Search Tools for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Why Advanced Search Skills Are So Critical for AccountantsWhy You Need More than Google to Search the InternetGARP: Generally Accepted Research PrinciplesAlternatives to GoogleAdvisory SearchSocial SearchSpecialty searchSearch Engine resourcesWhat's Ahead in Search
Executive Presentation Presence: Speak Up, Move Up 2024
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Online
2.00 Credits
Member Price: $89
Constructing and delivering effective presentations Identifying target audiences Common communication problems Nonverbal communication
The Competent Accountant - Mastering the Role of the Controller/ CFO
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Online
4.00 Credits
Member Price: $129
Business Management Organization
Leadershift: How to Embrace Disruption and Lead Change
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Why it is critical to lead change in your company nowThe seven steps of leading changeHow to set expectationsHow to create a vision that achieves buy-inHow to form a coalition, an essential component of any change effortHow to create and mobilize change networks to accelerate change The best of the best communication strategiesHow to establish simple 360 feedback Managing yourself
Financial Storytelling: The Key to Growing Your Organization
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Online
2.00 Credits
Member Price: $118
Communicating financial information in an influential way Telling more effective stories with your financial data Connecting with your audience through real world examples Interpreting and presenting complex financial information through storytelling Unlocking the powerful story hidden within the numbers
Ethics: 10 Essential Movies, TV Shows, and Books for CPAs
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Online
1.00 Credits
Member Price: $55
You will receive summaries of some of the best movies, TV programs, and books for CPAs who want to take their businesses to a higher level of success. Some of the works we'll discuss are:The GodfatherAristotle's Nicomachean EthicsCurb Your EnthusiasmThe Invention of Lying ...and many more!
Audits of Employee Benefit Plans Subject to ERISA
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Online
8.50 Credits
Member Price: $332
ERISA reporting requirements Audit planning and pre-engagement activities Risk assessment, including consideration of internal control Auditing considerations, including prohibited transactions and tax compliance The auditor's report Financial statement disclosures Supplemental schedules
Leases: Mastering the New FASB Requirements
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Online
8.00 Credits
Member Price: $332
Lease classification Amortization of the lease asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions Presentation and disclosure requirements
Spring Tax Update with Steve Dilley
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Update and integration of the most recent tax legislation impacting individual and business taxpayers.Review of individual and business provisions of the Inflation Reduction Act.Update on significant individual and business tax developments related to cases and rulings.Update on earned income credit, child credit, and child and dependent care credit.Crypto reporting update.Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.Tax issues impacting "gig" workers, including Form 1099-K.Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions.
Surgent's Annual Accounting and Auditing Update
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Online
8.00 Credits
Member Price: $299
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters
Audits of Employee Benefit Plans Subject to ERISA
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Online
8.50 Credits
Member Price: $332
ERISA reporting requirements Audit planning and pre-engagement activities Risk assessment, including consideration of internal control Auditing considerations, including prohibited transactions and tax compliance The auditor's report Financial statement disclosures Supplemental schedules
Ethics of AI: A CPA's Guide
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Online
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:A primer on AI technology applications in the accounting professionEthical dilemmas that originate from the use of AI by CPAsPractical guidelines for using AI technology ethicallyStep by step guide for creating an AI usage policy for your organizationReview of a variety of reference materials to assist you in using AI ethically