CPE Catalog & Events
Surgent's Tax Research
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Online
2.00 Credits
Member Price: $99
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1
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Online
2.20 Credits
Member Price: $109
Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards
Fundamentals of Form 1040 -- Individual
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Form 1040 essentials: filing requirements, due dates, and key schedulesFiling status, dependency rules, and taxable income sources (wages, investment income)Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits)Preparer due diligence, Circular 230 compliance and taxpayer rightsIRS cybersecurity considerations and best practices for taxpayer data securityLegislative updates
Practical Tools and Tips to Help CPAs Manage Risk (Tax Services Focus)
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Online
4.00 Credits
Member Price: $159
AICPA Professional Liability Insurance Program claim data Client and engagement acceptance Engagement letters and fee management Client continuance and termination Firmwide quality control and team management Causes of loss Risk management tips to assist claim defense when providing tax and client accounting services Data security
HR Investigations - Episode 3 - Gathering-Analyzing-Reporting
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Online
1.00 Credits
Member Price: $59
Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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Online
2.00 Credits
Member Price: $109
The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception
Profitability Pricing: Boost your Bottom Line
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Online
2.00 Credits
Member Price: $109
Competitive bids Achieving target profitability
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
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Online
3.00 Credits
Member Price: $149
How to calculate a partner or S corporation shareholder’s basis Form 7203 and an S corporation shareholder’s basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation
Managerial Accounting: Your Prescription for Better Decision
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
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
Global Internal Audit Standards (GIAS) Domain II - Part 2
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Online
2.00 Credits
Member Price: $109
Internal Audit Standards GIAS Accounting Internal Controls
Microsoft Excel: Moving Beyond the Basics
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Online
2.00 Credits
Member Price: $109
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis
Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $109
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another How to determine a partner's share of the partnership's liabilities Distinguishing "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" & loans and how they affect partners Section 704 "built-in gain or loss" & ules and how they impact Schedule K-1 reporting Section 465 "at risk" rules and how they impact Schedule K-1 reporting
Donating Cryptocurrency and Avoiding Traps for the Unwary
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Intro to digital assetsDifferences between cryptocurrency and non-fungible tokens (NFTs)IRS Notice 2014-12Tax implications of contributing digital assetsGift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs.Substantiating charitable contributions of digital assetsTraps for the unwary.
Ethics Aren't for the Byrdes in Ozark
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Online
1.00 Credits
Member Price: $59
Ethical business behavior Ethical business decisions Ethical management decisions Ethical decisions in human resource management
Why Auditors Fail To Detect Fraud
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Online
2.00 Credits
Member Price: $109
Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it
CPA to CFO: Essential Competencies for Finance Leaders
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Online
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters Critical thinking frameworks and strategy creation techniques for financial leadership Forward-looking financial skills including capital management, forecasting, and funding strategies Industry-specific requirements for high-growth companies and nonprofit organizations Practical career development strategies to build CFO-ready competencies
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
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Online
1.60 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Partnerships: How to Calculate Partner Basis
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Online
2.00 Credits
Member Price: $109
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside" basis determination Clarifies the how partnership debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership interest Comprehensive examples to illustrate the mechanics of the basis determination process
What's Changing in Risk Assessment
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Online
2.00 Credits
Member Price: $109
Auditing Yellowbook