CPE Catalog & Events
Let Go and Lead: The Crucial Art of Delegation
-
Online
1.50 Credits
When is it time to delegate What should you be delegating To whom should you be delegating it What are the benefits of creating more time to lead
2024 Not-for-Profit GAAP Update
-
Online
2.00 Credits
The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
Excel - Feature Review in 100 minutes
-
Online
2.00 Credits
The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you
Legal Planning for Care Giving of Elderly/Disabled Clients
-
Online
1.00 Credits
The major topics that will be covered in this course include:Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations.
PCAOB Updates
-
TBD
1.00 Credits
The audit with other auditors Strategic priorities of the PCAOB The auditor's use of confirmations Proposed quality control standard
2024 AICPA Regulatory Ethics Update
-
Online
2.00 Credits
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
Surgent's Controllership Skills Update: Current Survival Skills
-
Online
2.00 Credits
Changing Role of Financial Professionals: Priorities Change in mission Valued-added actions Strategic Measurements: Common errors and guidelines for improvement Balanced scorecard Strategy development and implementation Budgeting basics and next steps Risk Management: Recent lessons, including Black Swan events Defining Enterprise Risk Management (ERM) Implementation Developing a Financial Leadership Pipeline: Changing employment environment Retaining the right employees Compensation Hiring process Capital Projects: Types of projects Factors affecting capacity Valuation techniques Cash management M&A Activity: Current environment Controller’s role Strategic questions Sample transactions Due diligence Implementation Introducing Improvements/Innovation: Getting started Establishing an environment Potential first projects Organizational structure
Tax Practice Quarterly: 2024 Cybersecurity and Innovation in Tax
-
Online
2.00 Credits
Data security Innovation in tax technology Current cybersecurity threats Steps to take to prevent a cyber incident What to do if a cybersecurity incident occurs What a cyber incident response process looks like
Ethics: 10 Crucial Qualities of High Character CPAs
-
Online
2.00 Credits
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
Ethics: Plain Talk About IRS Ethics and Conduct
-
Online
2.00 Credits
The major topics that will be covered in this class include:Introduction: What is the IRS "Plain Talk" Document?Office of Government Ethics (OGE) StandardsKey Principles of Ethical ConductGifts from Outside SourcesGifts from Within the AgencyWhen Gifts Cannot be Accepted from Outside SourcesConflicts of InterestOutside Activities and EmploymentMisuse Of PositionUsing and Accounting for Office TimeUsing Government PropertyMatters Concerning Personal ActivitiesRules Concerning Employee Conduct and Official ActivitiesWho Can Help Within IRS
Financial Instruments and Leases
-
TBD
1.00 Credits
FASB accounting standards updates in financial instruments and leases Credit losses, troubled debt restructuring, lease accounting
Audit 308: Audit Reporting and General Audit Procedures
-
Online
2.00 Credits
The major topics covered in this course include:Common reasons for modifying audit opinionsEmphasis-of-matter or other-matter explanatory paragraphsGeneral audit procedures to identify relevant transactions and events impacting financial statement presentation and disclosureDrafting relevant general footnotes, such as related party transactions, subsequent events, loss contingencies, and moreImproving the footnote drafting process
Partnership & S Corporation Checkup: Key Developments
-
Online
2.00 Credits
The major topics covered in this course include:IRS enforcement against partnershipsNew K-2 and K-3: 2021 partnership and S corporation tax forms on foreign transactionsSale/merger of a partnershipThe new Sub S Form 7203 - shareholder basis computationS corporation compensationPPP loans and the Forms 1065 and 1120-S
Implementing System Changes: Success Planning & Leadership
-
Online
2.00 Credits
The major topics that will be covered in this class include:Setting the stage for a successful implementationAssigning the right resourcesCreating and utilizing a project planCommunicating effectivelyProviding post implementation supportRecognizing the winsCapturing lessons learned
Schedule C of Form 1040
-
Online
2.00 Credits
The major topics covered in this class include:When Schedule C appliesCash v. Accrual methodTypical business deductionsBusiness vehicle expensesSection 179 and bonus depreciation
QuickBooks - Know the Right Version for Your Client
-
Online
2.00 Credits
The major topics that will be covered in this class include: Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete oneWhat are the questions to ask your client that will also assist in determining which is better ƒ?" QuickBooks Desktop or QuickBooks OnlineA deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisonsThe challenges of converting between versionsA look at whatƒ?Ts new for 2020 in both Desktop and Online
Using e-Signature Software to Process Agreements-Updated
-
Online
2.00 Credits
The major topics covered in this course include:Review of the digital document signing process.Key features to evaluate in selecting a solution.Review and distinguish top selling e-signature applications.Best practices for deploying e-signature software in your practice or business.
Assessing Independence Under the New Yellow Book
-
Online
1.00 Credits
The major topics covered in this course include:Threats and safeguardsIndependence RulesGAGAS
IRS Revenue Officers, Field Collection, and Best Practices
-
Online
1.00 Credits
The major topics covered in this course include:Handling field collection personnel (Revenue Officers and their managers)Using the IRM and collection timeframes to leverage resolutionsField collection case processingWorking around the Revenue Officer mentality
The Power of Women's Networks
-
Online
1.00 Credits
The importance of mentors, sponsors and coaches for yourself and for those at lower levels Time management to reduce working overtime How to be more present and productive Health and scientific research about improving executive skills Aligning career and personal life