CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203
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Online
2.00 Credits
Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a pass-through entity from taking a loss from a pass-through entity and using it to offset other income. This program is extremely helpful for anyone with pass-through entity clients.This course qualifies for IRS credit.
K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection
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Online
8.00 Credits
Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data. For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may not be possible in some cases. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor effective internal controls, security, and anti-fraud measures in small organizations.
2025 Not-for-Profit GAAP Update
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Online
2.00 Credits
This course will review the Accounting Standard Updates issued by the FASB that impact nonprofit entities. We will also look at the work of the Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Managerial Accounting: Your Prescription for Better Decision
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Online
4.00 Credits
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Navigating the 4IR (4th Industrial Revolution) Wave: Top 10 Trends to Stay Ahead
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Online
1.00 Credits
The world of work is in a state of unprecedented transformation. The 4th Industrial Revolution, powered by technologies like artificial intelligence, automation, and big data is reshaping industries and redefining the skills and roles needed for future success. This isn't just about knowledge & it's about transformation. Get ready to reimagine the role of HR as a driving force of organizational success in the 4th Industrial Revolution.
AI & You
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Online
1.00 Credits
Every organization today is facing an onslaught of pressure to master Artificial Intelligence “AI” strategies across their enterprises. Never before have we witnessed such a steep expectation for how a “technology” can transform a business, and never before have we been expected to leverage a technology so quickly and so completely. There is no denying AI presents perhaps the opportunity of a lifetime to transform and improve operations, but to date few plans or roadmaps on how to unlock the promise of AI exist. In this class, Steve Cadigan, a globally renowned future of work expert, will present a practical plan for how you can build your own AI strategy, and how you can thrive in the AI revolution. Steve will show present a roadmap of how to build your confidence with AI to address this massive change management challenge.
K2's 2024 Better Reporting With QuickBooks Online
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Online
1.00 Credits
AI is an extremely popular topic these days, and for good reason! However, does AI present yet another threat to your privacy? Get answers to this question and more in this session.
K2's 2024 Effective Automation And Outsourcing
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Online
1.00 Credits
Automation and outsourcing offer viable options for addressing today’s labor issues. In this session, you will learn about the potential benefits and risks associated with automation and outsourcing.
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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Online
1.00 Credits
What would you do when ___? Is would the same as should? Examples; Rashmi Airan-Pace and Yale Law School. What should you do when a vendor offers to give you tickets to the NCAA Final Four basketball tournament and your organization will permit it? Prepare for ‘situations’ before they happen to you.
HR Guide to Evolving Business Strategy, Finance and Development
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Online
1.20 Credits
To move beyond the HR realm it is essential for HR professionals to understand planning at the strategic and tactical level. This session is designed to help HR professionals understand the overall strategic planning process so they can contribute at the executive level.
The Controllership Series - The Financial Close Process
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Online
1.50 Credits
A common challenge for the controller role is in closing the month-end and period-end books in preparation to issue financial statements. This duty requires precision, timing and efficiency. In today’s digital world, many organizations have access to financial accounting software that will assist with the steps in the financial close. However, even with this aid it is critical the accountant understand the various steps for the close process and how they inter-relate to other accounting processes. This course gives you an insight into the inter-relationships between many processes that impact the financial close. The closing process has traditionally been a slow one with many companies taking two weeks to close its subsidiary’s books and another two to three weeks to roll up and consolidated the results. With the introduction of technology much has been done to help accelerate that process with integrated enterprise resource planning systems and general ledger and consolidate software. Within this segment we will discuss the elements of the financial close and also important concepts to assist the controller in accelerating their close timeline. This includes addressing all functional areas of the close including payroll, invoicing, payables, inventory, cash, and the general ledger. We will also discuss important concepts of ensuring your financial close is accurate by discussing bank reconciliations, overhead allocations, bad debt reserves, unpaid wages and accruals for vacation time, account reconciliations, deprecation and overall financial statement review. Note: This course does not address utilizing technology in the financial close. Its focus is to understand the varied procedures involved in the financial close whether or not technology is utilized.
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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Online
1.80 Credits
Forensic accounting, forensic accountancy or financial forensics is the specialty practice area of accounting that investigates whether firms engage in financial reporting misconduct. Forensic accountants apply a range of skills and methods to determine whether there has been financial reporting misconduct. Financial forensic engagements may fall into several categories. For example: Economic damages calculations, whether suffered through tort or breach of contract. Post-acquisition disputes such as earnouts or breaches of warranties Bankruptcy, insolvency and reorganization Securities and tax fraud Money laundering Business valuation Computer forensics/e-discovery This session is designed to delve into further investigative procedures used including digital forensics. Future sessions will focus on computer forensics, network forensics and mobile forensics.
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
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Online
2.20 Credits
"Transforming Strategic & Financial Management with ChatGPT: Insights for CPAs, CFOs, and Controllers" is a comprehensive 2-hour CPE course designed by Jim Lindell of Thorsten Consulting Group, Inc. This course delves into the revolutionary impact of ChatGPT on financial and strategic management, offering a blend of theoretical insights and practical applications tailored for financial professionals. Through an exploration of ChatGPT's capabilities in research, communication enhancement, benchmarking, risk analysis, and more, participants will learn how to leverage this advanced AI technology to streamline operations, enhance decision-making, and foster innovation in their practices. The course not only highlights the current applications but also provides a glimpse into the future of AI in financial management, encouraging professionals to embrace technology for competitive advantage.
K2's Formatting Excel Spreadsheets The Right Way
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Online
2.00 Credits
Some estimates indicate that business professionals spend almost half their time in Excel applying formats. If you want better formatting results in less time, participate in this session to learn the best practices for formatting your Excel spreadsheets. In this session, you will learn best practices for applying formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial time when working in Excel.
S Corporations: Calculating Shareholder Basis
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Online
2.00 Credits
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Successfully Completing an Estate Tax Return -- Form 706
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Online
2.00 Credits
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable, competent specialist who you trust to work with you and your client may be difficult. Learning the basics of the tax and how to complete the form will give you confidence to help your clients navigate that difficult time.This course qualifies for IRS credit.
The Seven High Quality Questions that Lead to Success & Solutions
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Online
2.50 Credits
“How will I EVER get this all done?" It’s a question I often hear from clients and on a particularly stressful day, I can hear myself saying these words! Instead of helping us focus, it's a question that leads to stress, anxiety and overwhelm! Regardless of where we are in business and in life, we will run into challenges and problems as we navigate business growth, leadership, work life balance and our quest for success and happiness. This workshop will explore the 7 HIGH QUALITY questions that lead to relief, enthusiasm and success. It will be an interactive exploration that will leave you with a game plan to use right away, as well as an opportunity to practice the mindset that the most successful and happiest people use daily. This program is for both the entrepreneur who wants to be more effective in their day as well as team leaders who want to stand out in their organization. For the business owner or staff member you can expect a new way to work with your day so that it's profitable, productive and happier. For leaders, you will learn new up- leveled skills to increase your efficiency, communication and productivity. You and your team will shine. Your staff will feel appreciated and connected to their value as well as the company's goals. Albert Einstein said 'we can't solve our problems with the same thinking we used when we created them'. The quality of your question will impact the quality of your solution. Learn the 7 questions that take you from confused and frustrated to creative and focused.
Create Visuals in Power BI to Successfully Analyze Data
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Online
4.00 Credits
Unlock the full potential of your data with our cutting-edge course, "Create Visuals in Power BI to Successfully Analyze Data." Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you're a business professional, a budding data analyst, or simply someone interested in the world of data science, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com, and learn to navigate these platforms with ease and confidence. The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces, you'll quickly move to the core of creating impactful visuals. Explore a wide array of available visuals and learn how to select the most effective ones for your data stories. Through detailed sessions on building interactivity into your visuals, you will discover how to create dynamic reports that not only captivate but also communicate effectively. This course will also guide you through the process of publishing your reports on PowerBI.com, ensuring that your insights reach their intended audience with the right impact. By the end of this transformative journey, you will be adept at leveraging the full capabilities of Power BI. Your newfound ability to create interactive, engaging, and informative visual reports will make you an indispensable asset in any data-driven decision-making process. Embrace this opportunity to elevate your professional profile, enhance your analytical capabilities, and become a sought-after expert in the field of data visualization. Join us for "Create Visuals in Power BI to Successfully Analyze Data" and step into the future of data analysis with confidence and skill. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics: Avoiding the Slippery Slope of Ethical Pressures
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Online
4.00 Credits
Maintaining an ethical climate (bold) Being on prime-time news might seem exciting, but not when the story is an ethics breach you committed. You may say, "that will never happen to me". And those were the words spoken by Wells Fargo, United Airlines, Senator Al Franken, and Steve Wynn. A claim of an ethical failure can stay in the news for almost five years. That's long enough to damage your reputation and lower your profitability. Upholding high ethical standards for yourself and your team requires constant care and feeding.
Accounting for the Gig Economy
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Online
2.00 Credits
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance, and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.