CPE Catalog & Events
Treasury Circular 230 for EAs and Other Tax Preparers
-
Online
2.20 Credits
Member Price: $109
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Ethical Considerations in Working with Cannabis
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance
Cryptocurrency Transactions: Navigating Federal Tax Rules
-
Online
1.00 Credits
Member Price: $59
Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
-
Online
2.00 Credits
Member Price: $109
Why most equity compensation plans fail? Complexity of GAAP accounting for equity compensation plans Tax implications of equity compensation plans Who and how an equity compensation plan should be administered? Compliance issues to consider Recommendations to design a better equity compensation plan
Businesses Receiving Government Assistance
-
Online
2.00 Credits
Member Price: $109
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses Answers to common questions
Fiduciary Accounting: Fundamentals & Rules
-
Online
2.00 Credits
Member Price: $109
Fundamentals of fiduciary accounting Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
KPI Bootcamp for Small Businesses
-
Online
5.00 Credits
Member Price: $189
Turning strategy into KPIs KPI shortlisting and selection KPI definition KPI implementation KPI deployment
How Fraud Can Affect Smaller Organizations
-
Online
4.00 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
HR's Role in Business Evolution: Strategy, Finance, and Growth
-
Online
1.20 Credits
Member Price: $59
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI
Stand Out - How to Create a Unique Employer Brand
-
Online
1.00 Credits
Member Price: $59
Employer Brand Talent Management Future of Work Onboarding New Hires
Effective Communication Skills
-
Online
1.00 Credits
Member Price: $59
Communication Confidence Leadership
Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2
-
Online
1.20 Credits
Member Price: $59
Revenue Recognition Accounting
Mastering Microsoft 365 Copilot for CPAs
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Microsoft 365 Copilot featuresAutomating tasks with AI assistanceEnhancing content creation and data analysisCollaboration tools powered by AIBest practices for maximizing Copilot's benefits
Partnership Essentials: Tax Basis Capital Accounts
-
Online
2.00 Credits
Member Price: $109
Importance of tax basis capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1
Surgent's Food, Beverage, and Entertainment Expensing
-
Online
2.00 Credits
Member Price: $99
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment
Surgent's Hiring New Workers and Payroll Taxes
-
Online
2.00 Credits
Member Price: $99
Form W-4 Form I-9 Form W-9 End-of-year compliance Payroll tax returns Unemployment insurance
The Preparation of Form 709 - Line-by-Line
-
Online
2.00 Credits
Member Price: $109
Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation
Surgent's Current Issues in Accounting and Auditing: An Annual Update
-
Online
4.00 Credits
Member Price: $159
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations Results and findings of the FASB’s Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3) Other important A&A practice matters
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
-
Online
1.00 Credits
Member Price: $59
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
Income Tax Analysis: Exploring In-Depth Concepts
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to GAAP and IRC FrameworksKey Differences Between Financial Reporting and Tax ReportingUnderstanding Timing DifferencesRecognition of Revenue and Expenses Under GAAP vs. IRCDiscussion of Deferred Tax AssetsImpact of Deferred Tax LiabilitiesPermanent vs. Temporary DifferencesReconciliation of Book Income to Taxable Income