CPE Catalog & Events
2024 Excel Tips & Tricks for the Non-Accountant
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Online
2.00 Credits
Member Price: $79
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
2024 Fiduciary Accounting: Fundamentals & Rules
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Online
2.00 Credits
Member Price: $79
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
Key Considerations For Setting Up A Crypto Payment System
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:Examine and walk through the primary considerations that any company seeking to implement a crypto payment system will need to keep in mindSpecific steps, the opportunities, and the challenges connected with implementing a crypto payment systemDocumenting accounting implicationsExternal resources will be provided in order additional context and information
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Online
4.00 Credits
Member Price: $159
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Hiring the best people for the organization New motivation techniques
Surgent's Ethics for the Industry Accountant
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Online
4.00 Credits
Member Price: $179
What are ethics? Why study ethics? Ethical responsibilities of CPAs Professional code of ethics and conduct AICPA Codification – updated Ethical dilemmas CPA vision Real disciplinary cases to illustrate critical points
Forensic Accounting: Court Approved Methods of Proof
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The role of methods of proof in forensic accounting.The various types of methods of proof approved by the courts.The weakness and strengths of the methods of proof.The formulas in calculating methods of proof.Applying the formulas in various circumstances.
Multi-State Taxation - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $332
Constitutional limits and P.L. 86-272 Interstate activity, nexus, UDITPA, MTC Calculation of state taxable income Filing methods for multistate taxpayers Apportionment and allocation Multistate income tax planning
About the TIGTA: Who Watches the IRS?
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Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:The role of TIGTA in the US tax systemAuditing, investigating, and inspecting and evaluating IRS programs and operationsIdentifying opportunities to improve the administration of tax lawsPromoting integrity, economy, and efficiency in the tax systemResponding to requests from Congress and other external stakeholdersUpholding ethical standards in the accounting professionBuilding trust and confidence in the tax system
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
Member Price: $59
Be careful of; Whom you trust, and What you easily dismiss. Beware of our internal biases. What are your biases? The need to consider situations from multiple perspectives.
Accounting Fraud & Embezzlement: Case Studies from the Trenches
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Online
2.00 Credits
Member Price: $79
Embezzlement Theft of public money Circumstances that allowed the fraud to occur
Introduction to Yellow Book
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Online
2.00 Credits
Member Price: $79
GAGAS Yellow Book Independence
2024 Governmental GAAP Update
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Online
2.00 Credits
Member Price: $79
Compensated Absences Error Corrections Accounting Changes
Business Longevity - Is Your Business Wobbling?
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Online
4.00 Credits
Member Price: $129
Business Management Organization
2024 Not-for-Profit Accounting & Auditing Update
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Online
4.00 Credits
Member Price: $129
CECL NAC Independence
Excel - Advanced Formatting to Improve Your Spreadsheets
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Customizing cell formatting and cell stylesUsing number and custom number formattingUsing Conditional Formatting to format cells based upon a defined criteriaProtecting a worksheet and workbook to prevent changes
There is NO Such Thing as `Business Ethics' featuring John Levy and Don Minges
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Online
1.00 Credits
Member Price: $59
Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
Audit 403: Fraud Trends - Applying Real-Life Lessons
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and AbuseReal-life examples of fraud in nonpublic entity and nonprofit environments.Cyber-security risks of fraud
Financial Planning Trends and Opportunities for Clients 2024
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Online
2.00 Credits
Member Price: $89
Cash flow management and budgeting Insurance Investments Education Income tax Retirement Estate Planning Closely-held business owners Marriage, cohabitation and divorce
Secure Act 2.0 - Everything that you Need to Know
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Online
2.00 Credits
Member Price: $79
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
What's So Funny 'Bout Accounting and Tax Ethics 2024
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Online
4.00 Credits
Member Price: $159
AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives