CPE Catalog & Events
This will generate a PDF of the current filtered catalog
The Essential FASB Update with Renee Rampulla
-
Online
4.00 Credits
Member Price: $149
Hot GAAP topics Income Tax Disclosures Crypto Assets Governmental Grants Interim Reporting Lease Standard Post Implementation Review
Complete Guide to Analyze Data with Excel PivotTables
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.
A Practical Guide to Trusts
-
Online
8.00 Credits
Member Price: $250
Trustee responsibilities and trust administration Strategies for probate avoidance and efficient asset distribution Tax treatment of revocable living trusts Marital deductions and bypass trusts Uses of irrevocable trusts in estate planning Benefits of irrevocable life insurance trusts Multi-generational wealth planning with dynasty trusts Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT
Understanding and Creating an Internal Control System
-
Online
8.00 Credits
Member Price: $239
The major topics covered in this course include:Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
Profiles in Fraud
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Real life fraudsters: what they did, how they got away with it, how they finally were caughtProfiles: the characteristics the fraud perpetrators have in commonTechniques to prevent and deter these common schemes
Consulting Services Secrets
-
Online
1.00 Credits
Member Price: $39
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
Business Valuation - Asset Approach
-
Online
1.00 Credits
Member Price: $39
Fundamentals of Business Valuation and Appraisal Standards The Asset Approach: Methods, Applications, and Analysis
Generation Intelligence: Navigating the Generational Divide
-
Online
1.00 Credits
Member Price: $39
Generations
Beyond the Basics: Financial Ratios You Might Be Overlooking
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
Cryptocurrency Transactions: Navigating Federal Tax Rules
-
Online
1.00 Credits
Member Price: $39
Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example
Functional Approach to Employee Benefits
-
Online
1.50 Credits
Member Price: $79
Benefits Benefits Communications Total Rewards
Emerging Risks and Resilience - How Accountants and Finance are Leading - Part 2 Technology Disruption, Artificial Intelligence and Cybersecurity
-
Online
1.60 Credits
Member Price: $79
Artificial Intelligence Emerging Risks for Acccountants and Finance Cybersecurity Risks
The Ethics of Uncertain Tax Positions
-
Online
2.00 Credits
Member Price: $79
The Ethics of Complying with Disclosure Rules The Tax Uncertainties Dance The Ethics of Compliance When There are "Gray Areas" "Realistic Possibility" and the AICPA Statement on Standards for Tax Purposes "Reasonable Basis" with Disclosure of Tax Uncertainties Case Study: Ashkouri v. Commissioner Conclusion
Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value
-
Online
2.00 Credits
Member Price: $89
Typical accounting issues that impact the balance sheet Where are the hidden issues in unrecorded liabilities? What are unrecorded assets and why they matter? Identification of and resolution of balance sheet challenges and changes Communicating to your audience and stakeholders
Advanced Excel: Hidden Secrets and Gems
-
Online
2.00 Credits
Member Price: $89
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
Eat, Drink & Maybe Deduct: Mastering IRC 274
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:IRC § 274 meals and entertainment rules Tax Cuts and Jobs Act changes affecting meals and entertainment Deductible versus nondeductible expenditures Definition of “entertainment” Definition of “business associate” Reimbursement arrangements Exceptions under IRC § 274(e) Compensation-related exceptions Recreational activity exceptions Public availability exceptions Goods or services sold to customers Separately stated food and beverage costs Employer-provided meals Per diem reimbursements Compliance and documentation requirements
Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions 26-27
-
Online
2.00 Credits
Member Price: $99
• Review of New Rules under IRC Sec. 67(g) • Review Surprises to Simple Trusts under IRC Sec. 67(g) • Presentation Issues with IRC Sec. 199A Deduction and the Tier System • Special Rules Relating to the Charitable Contribution Deduction • Problem Examples
Navigating IRS Correspondence: Responding to IRS Letters
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Types of IRS letters: General notices, audits, collections, return requests, and errors.Deadlines for responding to IRS correspondence.Communication best practices for dealing with the IRS.Avoiding escalation and penalties through proactive responses.Ensuring compliance when addressing IRS correspondence.Real-world examples of successful IRS communications.Common pitfalls in handling IRS letters and how to avoid them.Strategies for advising clients on IRS correspondence.
PFP Update: Income Tax, Retirement and Estate Planning 26-27
-
Online
2.00 Credits
• The personal financial planning process • Relevance to income tax • Retirement and estate planning concerns and solutions
Surgent's Unconscious Bias for Managers, Supervisors, and Executives
-
Online
2.00 Credits
Member Price: $99
Unconscious bias, including the five defining characteristics of unconscious bias The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers The concept of microaggressions, with examples An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the “oops, did I just say that?” section.