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CPE Catalog

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AICPA On-Demand & Self-Study courses take up to 24 hours to process. 

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Risk Management in a Post-COVID World

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Online

1.50 Credits

With each new crisis, surviving organizations revise their risk management plans, often modeling situations which look like the one just past. Whatever crisis troubles your organization next, it is not likely to be another pandemic, but may resemble some other crisis from the distant past. Research shows that top performing organizations do no better than their mediocre-performing peers at predicting the next crisis. However, because they have plans in place to handle one possible risk, they are better prepared when a different crisis happens as a result of having important elements of a solution in place. Often well-prepared organizations actually end up better off because the crisis occurred. 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 Mastering Accounting for Income Taxes

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Online

4.00 Credits

Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to understand the complexities of this challenging topic. Through discussions and use of exercises, this course will analyze the authoritative literature to provide a thorough understanding of such topics as deferred taxes, income tax expense, uncertain tax positions and other classification and disclosure requirements related to income taxes. We will also explore some specialized areas of income tax accounting, such as intra-period allocations of income tax expense and accounting for changes in tax laws and rates, and we will review proposed updates to ASC 740 disclosures on which the FASB is contemplating. In summary, this course is the place to be to enhance your accounting for income taxes IQ.

Roadmap to Artificial Intelligence

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Online

4.00 Credits

Artificial Intelligence strategy & application Roadmap to Artificial Intelligence (AI) is the second part of a webcast series designed to breakdown the complexity of AI and give actionable steps to consider towards your AI journey. This webcast will relate business problems with an AI solution using specific examples and use cases to illustrate challenges, and pitfalls. Learn more about the Artificial Intelligence for Accounting and Finance Professionals webcast series and part one, Demystifying Artificial Intelligence, here. (link) CPE credit hours are subject to final review and may increase. Key Topics Practical applications of enterprise AI Focuses on the importance of a data-driven AI strategy What is an AI strategy for the enterprise? Solving business problems with AI Considerations for an AI strategy Recognize a business case for AI and the implications to consider Who will benefit Accounting and finance professionals, who have the need or desire to understand the steps in an AI journey and how it will impact the accounting and finance profession. Practitioners that serve or advise clients and would like to understand the impact of AI. Managers/decision makers/ aspirational leaders looking to understand the steps to consider in their journey to AI

Understanding Internal Control Constructs

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Online

4.00 Credits

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.

Surgent's Annual Accounting and Auditing Update

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Online

8.00 Credits

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the new audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

The Tax Advocacy Panel (TAP): Driving IRS Tax Policy

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Online

2.00 Credits

This course will provide an overview of the work and impact of the Tax Advocacy Panel (TAP) on the US tax system, regulatory ethics, and the accounting profession. TAP is a group of volunteer taxpayers who work in partnership with the Internal Revenue Service (IRS) to identify and address taxpayer issues, recommend changes to the tax system, and improve the overall efficiency and effectiveness of the IRS. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Communicating Financial Data to Non-Financial Audiences

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Online

1.00 Credits

Communicating financial data to those who aren't used to hearing it can be a challenge; however, there are some actions you can take to make the information easier to understand and relatable. This course provides you the necessary tools to communicate financial information to non-financial audiences. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Professional Skepticism for the Public Accountant

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Online

1.00 Credits

Accountants are expected to demonstrate a questioning mindset. While such professional skepticism is an obvious requirement for assurance engagements, it is applicable elsewhere in the practice of public accounting. In fact, a skeptical mindset offers benefits to both public accountants and those who work in industry. This course provides specific examples of professional skepticism while suggesting best practices. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

LinkedIn Profile Secrets for CPAs

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Online

2.00 Credits

Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Schedule C of Form 1040

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Online

2.00 Credits

Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Creating a Winning Culture

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Online

1.00 Credits

Research has shown that a healthy workplace culture isn't just good for morale - it's good for business. In this course, you'll learn how to create a culture that keeps employees engaged, enhances productivity, and helps your organization succeed. We'll provide insights from the latest industry research and real-world case studies to help you understand what makes for healthy workplace cultures and how leaders can foster an environment that encourages collaboration and trust throughout the entire organization.

Real Estate Professionals, Passive Activity and Section 199A

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Online

2.00 Credits

This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Risk Management Techniques and Tools

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Online

2.00 Credits

17 tools and techniques for ERM Risk affects all areas of business - from hiring and onboarding to customer fulfillment and customer support. Assessing risks allows your executive team and others to make informed decisions. This webcast contains 17 tools and techniques to assess and manage risks in your organization. You will learn how to evaluate your organization's current systems and practices to identify and eliminate risks throughout your organization and apply a value stream perspective to your risk management.

Fraud & Embezzlement: Case Studies from the Trenches

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Online

2.00 Credits

Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the small Illinois town of 16,000 residents was the largest governmental fraud case to date, and spanned an astonishing 20 years. This remarkable story inspired an award-winning documentary, "All the Queen's Horses." We will also examine factors that led to scandals involving the Baptist Foundation of Arizona, World Com, Collin Street Bakery and the Ohio American Cancer Society, among others. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel. 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 Establishing State Residency and Saving Your Clients Money

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Online

2.00 Credits

Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients seeking to establish residency in a new jurisdiction. Cash-strapped states are increasingly attempting to assess taxpayers who have declared domicile and residency elsewhere, for example in Florida, to maintain their diminishing tax base. Arm your clients with the tools needed to save money by successfully establishing domicile and residency. As a practitioner, you can't afford to be unaware of the latest issues affecting so many relocating baby boomers and others. Avoid that state audit with the information provided in this entertaining webinar.

Surgent's Public Speaking and Presentation Skills

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Online

2.00 Credits

Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups - big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread - speaking in front of others.

Comprehensive Accounting and Financial Reporting Update

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Online

4.00 Credits

This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Using Microsoft Teams to Host Virtual Meetings Online

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Online

1.50 Credits

One of the most important aspects of transforming your practice or business to a digital model is to know how to prioritize the applications and initiatives that you should focus on and invest in. There is an abundance of "low hanging fruit" initiatives that can provide useful benefits quickly and economically. Using the Microsoft Teams meeting app is a perfect example. Chances are pretty good that you are already investing in Microsoft 365 subscriptions for your office. This course will show you how to increase your Microsoft 365 subscription ROI by fully utilizing the meetings app and eliminate the unnecessary cost of a separate third-party meeting app. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Understanding the "Most Common" Form 990 Schedules: A,B & C

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Online

2.50 Credits

Session 7 of Borenstein's Form 990 Foundational Series: 'C the BAD DoG' is a handy phrase to remind preparers of the Form 990's five most frequently applied substantive Schedules (A, B, C, D, G) along with the ALWAYS-required Schedule O. This webinar addresses the first three of these substantive Schedules - A (required of all 501(c)(3) organizations); B (required for many (c)(3)s AND some non-(c)(3)s); and C (reporting on spheres of public policy intersection). The author/instructor's approach to all three is designed to: (1) demystify the Schedule A overall (and explain the nature of the two public support tests); (2) address common misconceptions concerning the Schedule B's reporting of donors; and (3) highlight the reach and underlying preparer needs behind Schedule C's three parts, including commonly missed Sched. C reporting obligations. 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 Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know

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Online

4.00 Credits

Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.This course qualifies for IRS credit.