CPE + Events Catalog
How Culture Affects Risks (1 hour)
-
Online
1.0 Credits
Member Price: $75
See more dates
Creating Culture Benefits Your Organization It's important to dedicate time and resources in: Evaluating the company's current culture Communicating the company's values Creating processes and risk avoidance activities for a healthy corporate culture Prioritizing and monitoring risks This course will help you evaluate your organization's current culture, and teach you strategies for building a thriving corporate culture.
More Dates
Learning to Teach "Tax" as a Second Language (1 hour)
-
Online
1.0 Credits
Member Price: $55
See more dates
Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Revenue Recognition - Allocate the Transaction Price (1.8 hours)
-
Online
1.8 Credits
Member Price: $59
See more dates
The updated revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry.
More Dates
Travel Expenses and Taxes: How to Maximize Deductions and Stay Compliant (2 hours)
-
Online
2.0 Credits
Member Price: $79
See more dates
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
More Dates
Like-Kind Exchanges (2.2 hours)
-
Online
2.2 Credits
Member Price: $79
See more dates
Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal “shelters” available to those buying and selling real property. We will be covering the basic structure of a LKE, and ways a taxpayer can utilize qualified third party intermediaries (QI), tenancy-in-common structures including Delaware Statutory Trusts (DST). We will also explore creative solutions to sticky situations a taxpayer may find itself in obtaining replacement property. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
More Dates
How to Audit Expenses & Payables (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Surgent's Fraud In Single Audits (4 hours)
-
Online
4.0 Credits
Member Price: $159
See more dates
With all the planning, procedures, and reporting involved in a single audit, sometimes things can slip through the cracks. But what if the thing that slips through is fraud? Compiled from news releases, court records, and the thrilling annals of the Federal Audit Clearinghouse, this course tells the tale of six real-world frauds which seemingly dodged detection in the single audit process. Leveraging the incredible gift of hindsight, this course is designed to raise your awareness and sharpen your focus on the potential for fraud in single audits!
More Dates
Business Consulting for CPAs (4 hours)
-
Online
4.0 Credits
Member Price: $129
See more dates
Does your firm have interest in expanding its’ services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand: where consulting business opportunities exist, what are the firm’s professional responsibilities and most importantly how to recognize the needs of the client.
More Dates
LLC's & S Corps -- A Comparative Analysis (4 hours)
-
Online
4.0 Credits
Member Price: $129
See more dates
This course provides an in-depth comparative analysis of Limited Liability Companies (LLCs) and S Corporations, focusing on their tax implications, compliance requirements, and operational structures. Participants will explore key aspects of entity formation, tax treatment, and compliance with corporate formalities. Topics include electing Subchapter S status, mechanics of Form 2553, and relief options for late filings under Rev. Proc. 2022-19. The course also highlights entity-specific tax forms, accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning, and audit strategies. Additionally, participants will review Schedules K-1, K-2, K-3, and effectively connected income for both entity types. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
More Dates
Understanding Internal Control Constructs (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Audits of Employee Benefit Plans Subject to ERISA (8.5 hours)
-
Online
8.5 Credits
Member Price: $349
See more dates
Employee benefit plan audits are examined to help you understand the intricacies of EBP planning, reporting and compliance with applicable auditing standards.
More Dates
Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues
-
Online
8.0 Credits
Member Price: $279
See more dates
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.
More Dates
Surgent's Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
-
Online
8.0 Credits
Member Price: $279
See more dates
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.
More Dates
Surgent's Industry Accountant Key Performance Metrics
-
Online
8.0 Credits
Member Price: $279
See more dates
This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.
More Dates
The Best Federal Tax Update Course by Surgent
-
Online
8.0 Credits
Member Price: $299
See more dates
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
More Dates
Walter Haig's Personal Financial Health Checkup
-
Online
8.0 Credits
Member Price: $239
See more dates
This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is loaded with practical aids to enable CPAs to help individuals get a "great" financial health checkup result! This course will enable practitioners to add a huge value to their tax preparation services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Taking Advantage of Array Formulas in Excel (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They enable users to write fewer, more powerful formulas, leading to cleaner and more efficient spreadsheets. This course is tailored to enhance your data analysis and spreadsheet management skills by delving into the advanced aspects of array functions. Through a combination of theoretical knowledge and practical exercises, you will learn to streamline your work and improve efficiency in Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Communication Miracles At Work and In Life - Part 1 (4 hours) [NT]
-
Online
4.0 Credits
Member Price: $129
See more dates
Communication is the glue that connects people, but it doesn’t come easy for many of us. If you want to quickly and effectively handle problems with co-workers or clients, and you want people to do what you want without a lot of hassle, this seminar is for you. The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work.
More Dates
Forensic Accounting: Crafting Expert Reports (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics, and components of an effective report. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Liquidity & Uncertainty Disclosures for Nonprofits (2 hours)
-
Online
2.0 Credits
Member Price: $79
See more dates
The current environment could be having an enormous impact on accounting and financial reporting for all entities, including nonprofits. This course will provide insights into the most critical disclosures related to liquidity, accounting uncertainty, and going concern for nonprofits.
More Dates
