CPE Catalog & Events
Level I: Basic Staff Training
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Online
16.00 Credits
Member Price: $540
Role of New Staff Understanding Audit Objectives Working Paper Techniques Cash Analytical Procedures Compilation and Review Services Tax Recognition and Research Techniques Auditing/Reviewing Selected Accounts
Surgent's Federal Tax Update
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Online
4.00 Credits
Member Price: $145
• Comprehensive coverage of the Inflation Reduction Act, including: - The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit • Comprehensive coverage of the SECURE 2.0 Act, including: - Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans • Timely coverage of breaking tax legislation • Bonus depreciation • Section 174 Research and Experimental Expenditures • New FinCEN reporting requirements in 2024 • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Accounting and Auditing Update for Small Businesses
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Online
8.00 Credits
Member Price: $275
• Accounting standards updates, including an update on leases, financial instruments, and revenue recognition • Latest activity from FASB, ASB, and ARSC • An update on audit and attest standards • Private company financial reporting • Types of small business audits
Federal Tax Update - Individual - VIRTUAL
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Online
8.00 Credits
Member Price: $330
Federal Tax Update - Business - VIRTUAL
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Online
8.00 Credits
Member Price: $330
The Top Five Tax Issues in Dealing with LLCs and Partnerships
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Online
4.00 Credits
Member Price: $145
• Coverage of important provisions of The SECURE 2.0 Act and Inflation Reduction Act • Self-employment tax issues: what you can and cannot do • Capital accounts: book vs. tax issues • Determining basis: key issues and technical analysis in calculating basis • Dealing with debt: recourse, nonrecourse, and why it matters • Guaranteed payments, distributive shares, and draws: understanding the difference
Construction Contractors: Critical Accounting, Auditing, and Tax Issues - VIRTUAL
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Online
8.00 Credits
Member Price: $275
Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The Revenue Recognition Standard and its impact on the construction industry Unique audit and review issues with construction contractors The unique relationship between the contractor and the surety Tax compliance issues facing construction contractors, including CTA reporting Ongoing and new tax issues for construction contractors Going concern disclosures and their importance to the construction industry The lease FASB ASC and its impact on the construction industry
1041's for Trust & Estates - VIRTUAL
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Online
8.00 Credits
Member Price: $300
Annual Accounting and Auditing Update - VIRTUAL
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Online
8.00 Credits
Member Price: $275
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda Leases - Topic 842 Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures ASC 326: CECL Review of SAS 142 - Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
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Online
4.00 Credits
Member Price: $145
• 5-step process for recognizing revenue
K2's Microsoft Teams
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Online
4.00 Credits
Member Price: $155
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
The Bottom Line on the New Lease Accounting Requirements
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Online
4.00 Credits
Member Price: $145
• Lease classification • Amortization of the lease asset • Derecognition of the underlying asset • Recognition of lease receivables
K2's Securing Your Data: Practical Tools For Protecting Information
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Online
4.00 Credits
Member Price: $155
Understanding today's cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk
Multistate Income Tax Issues
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Online
4.00 Credits
Member Price: $145
• Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus • Emerging compliance issues in the new sales tax economy • Income Tax (and other forms of tax): Economic nexus (taxation without physical presence) • Will states shift away from income tax and increase reliance on sales tax after Wayfair? • Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? • When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility
Federal Tax Update - Business & Individual - VIRTUAL
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Online
8.00 Credits
Member Price: $330
Taxation of Partnership Distributions and Sales of Partnership Interests - VIRTUAL
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Online
4.00 Credits
Member Price: $145
Types of partnership distributions Liquidating partnership distributions Basis of property distributed by a partnership Special basis adjustments under Section 732(d) Abandoned and worthless partnership interests Section 751(a) exchange Transactions between partners and their partnerships Disguised sales Section 736(a) and (b) payments
K2's Small Business Accounting Shootout
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Online
4.00 Credits
Member Price: $155
Understanding the small business accounting landscape Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues Create investment estimates for acquiring and implementing a new small business accounting solution
Surgent's Individual Income Tax Update
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Online
4.00 Credits
Member Price: $145
Timely coverage of breaking tax legislation Form 1099-K reporting requirements FinCEN reporting requirements under the Corporate Transparency Act in 2024 Employee Retention Tax Credit updates Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas