CPE Catalog & Events
2024 Business Losses: Going Backward and Forward
-
Online
2.00 Credits
Member Price: $79
Recent legislative developments for deducting business losses TCJA net operating losses rules of §461(l) §163(j) Business Interest Expense Limitations of deducting losses and basis What is the “quickie” refund; Section 465 At-Risk amount Section 469 Passive Activity Loss rules
2024 White-Collar Crime: What Every CPA Should Know
-
Online
2.00 Credits
Member Price: $109
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
2024 Communication Skills for CPAs
-
Online
2.00 Credits
Member Price: $79
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid
2024 Governmental Auditing Update: Yellow Book & Uniform Guidance
-
Online
4.00 Credits
Member Price: $129
2024 Compliance Supplement Uniform Guidance Quality Management Yellow Book
Introduction to Not-for-Profit Accounting
-
Online
2.00 Credits
Member Price: $79
Net Assets Contributions Endowments Programmatic Investments
2024 Tax Practice Ethical Challenges and Circular 230
-
Online
2.00 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees
2024 Upholding Independence While Holding Your Client's Hand
-
Online
2.00 Credits
Member Price: $79
Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence Review the AICPA's Code of Professional Conduct Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters
The Social Media Blueprint for Accounting Firms
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:An overview of the key social media platforms that accounting firms should consider as part of their overall social media strategy.Current trends in lead generation using social platforms.Specific tactics for social media as part of your ongoing marketing, recruitment, and new business development efforts.
SECURE Act 2.0: What You Need to Know
-
Online
1.00 Credits
Member Price: $39
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
Navigating Difficult Conversations with Coworkers
-
Online
1.00 Credits
Member Price: $59
Communication Negotiation Conflict Persuasion Management Leadership
Inventory, Expense and Payroll Fraud
-
Online
2.00 Credits
Member Price: $109
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
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
-
Online
2.00 Credits
Member Price: $89
Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime
Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
-
Online
2.00 Credits
Member Price: $118
Surgent's Introduction to Forensic Accounting
-
Online
4.00 Credits
Member Price: $159
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Deep Dive Into Common Auditing Deficiencies
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.
AICPA's Annual Federal Tax Update
-
Online
8.00 Credits
Member Price: $332
Strategies for tax savings Business entity changes IRS administrative issues, compliance, and new forms Court cases settled in the last year that provide tax return guidance Position authority IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits
Managing Current Fraud Trends in a Shifting Environment
-
Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Summary of the impact of fraud on entities worldwide.Common fraud schemes and typical median losses that result.How smaller entity fraud risk differs from those of larger entities.The statistical profile of the most common fraud perpetrator.The most effective methods for preventing and detecting fraud.Cybersecurity risk management trends and best practices.
Microsoft Teams Deployment Best Practices-Updated
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Baseline review of Teams features and functionsBest practices for setting up your teams and channelsHow to use "private" channels for communication and file exchange portals with clients, customers, suppliers and service providersReview of the Teams administration settingsDeep dive into the Teams / SharePoint integration
Diversity, Inclusion, Equity & Belonging
-
Online
1.00 Credits
Member Price: $39
Why should I be thinking about inclusion? Does racism impact my workplace at all? Where might I be vulnerable and unaware?
Surgent's Handling Difficult People
-
Online
2.00 Credits
Member Price: $99
Problem solving step process for handling difficult people Effective communication techniques including active listening and phraseology Scripting what you say to prepare to engage with a difficult person Emotions and their impact: mine and theirs