CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Managing with a CEO Mentality
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Online
1.00 Credits
In this dynamic session, Sharrin Fuller, Entrepreneur and CEO, will share her insights on managing with a CEO mentality. Sharrin will guide participants in developing the mindset and skills necessary to excel as managers. Through real-life examples and practical strategies, attendees will learn how to adopt a CEO mindset, think strategically, and make informed decisions that align with long-term business goals. Additionally, valuable techniques will be presented for inspiring and motivating teams, fostering a culture of accountability, and driving high performance within their organizations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Business Tax Update with Steve Dilley
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Online
2.00 Credits
This course addresses the most recent legislative developments impacting business taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns. **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.
2024 Topic 842: Understanding the New Lease Accounting Standard
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Online
2.00 Credits
It’s a whole new world for lessees under ASC topic 842. Soon nearly all leases will need to be disclosed as a liability on the balance sheet – from buildings right down to autos and copiers. Although the greatest impact will be on large entities, this will affect the financial statements of small and mid-size entities as well. This program will dive into the new standard on leases, effective dates, and address what you need to know now.
Circular 230 and Rogue Return Preparers
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Online
2.00 Credits
You are not required to be a professional to prepare tax returns, but you are required to abide by regulations when preparing tax returns and representing clients with the IRS. Circular 230 is the guidebook that the United States Treasury uses to regulate those activities. Every year, return preparers are sanctioned, penalized, and sometimes imprisoned for violating various statutes and regulations. If a substantial amount of your CPA firm's revenue comes from tax preparation, this course is a must. Every year, return preparers violate these regulations, and are caught by the IRS. This presentation will help the CPA know the rules so they can stay in compliance with confidence while providing their client with tax preparation and IRS representation service. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Tax Depreciation: Review and Update
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Online
2.00 Credits
A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets. 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 Navigating Your Client Through the IRS Appeals Process
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Online
4.00 Credits
Despite the fact that a client's tax matter may be taken directly to court, utilizing IRS Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of going to IRS Appeals.This course qualifies for IRS credit.
Surgent's The Most Critical Challenges in Governmental Accounting Today
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Online
4.00 Credits
With the constant churning of governmental accounting standards, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in governmental accounting today.This course qualifies for yellow book credit.
Practical Insights Gleaned from the AICPA's Code of Conduct
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Online
2.00 Credits
Reading the AICPA Code of Professional Conduct can be a daunting experience. This course unpacks the AICPA Code of Professional Conduct by exploring practical considerations for accounting professionals. We will examine selected provisions that are relevant to CPAs in both public accounting and industry. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Shortcuts that Excel Users Love
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Online
2.00 Credits
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session! 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 FASB Update and Review
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Online
4.00 Credits
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners. Specifically, the course will review recently issued FASB standards on leases and provide an update on the status of ASC 842 implementation and other hot button accounting issues, such as what is on the FASB's technical agenda. This course is the place to go for a succinct but thorough update on the big topics impacting financial accounting and reporting.
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Online
2.00 Credits
This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) and P3s. Compare and contrast these standards as you prepare for implementation this year of GASB 94 and GASB 96, and review the implementation efforts of Leases in Year 2.
Project Management: Enhancing Ongoing Client Engagements
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Online
2.00 Credits
The work for clients is not as linear as it used to be with the inclusion of more advisory services, more cross functional teams, and due dates moving. Quality client engagements are not just about a solid workflow, we need project management skills. In this session we will discuss how to apply project management techniques to designing a one firm, team approach to serving clients. 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 Features and Benefits of SEP IRAs and SIMPLE IRAs
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Online
2.00 Credits
A challenge for many small business owners is choosing the `right' type of retirement plan for their businesses. Many hesitate to make a choice because they are intimidated by the governing rules. In those cases, an IRA-based retirement plan is an easy, effective, and efficient way to start a retirement plan. These IRA-based plans - SEP IRAs and SIMPLE IRAs - have low maintenance costs and are easy to communicate to employees. In some cases, employer contributions are discretionary, providing the business owners with the choice of whether to fund every year.
Top 10 Business Myths and How to Avoid Them
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Online
2.00 Credits
Every business has risks, but some myths seem to damage or kill more enterprises than others do. This session will review ten of the most problematic myths that may doom a business and discuss action steps to prevent these myths from holding your business back. This session discusses the common myths, mistakes, risks, and hidden landmines inherent in every business. We will learn from the mistakes of others who often paid a steep price so that we may learn valuable lessons. If you are a leader who wants your business to become even more successful, this session is for you.
Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation
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Online
3.00 Credits
When we verbally communicate with an individual, we must make a conscious decision as to whether we believe what we have heard. Little do we realize that we are not making a decision based on what we have heard; rather we make a subconscious decision based primarily on what we have seen, or how the body was behaving when the subject was speaking. We often walk away from a conversation with a gut feeling that the person was not telling the truth. That gut feeling is your subconscious. Yet we often have no idea as to why we have that feeling. This presentation is designed to provide the participant with the tools to identify those both verbal and nonverbal indicators that we all give off when we are under stress. Normally, telling the truth does not create stress. When we lie, we know that we are not supposed to and that creates stress, and it will manifest itself in some manner, and that is what a trained interviewer is looking to observe. When we observe indicators of deception, how do we deal with it? How do we get the subject to admit to a wrong-doing when it is not in their best interest to do so? That is one of the many things that will be addressed in this presentation. Whether you are a parent dealing with you kids; an employer dealing with employees or and investigation interviewing a suspect, this presentation will provide you with the tools to assist you in finding the truth.
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach
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Online
3.00 Credits
This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under GILTI (Global Intangible Low-Taxed Income), Subpart F, and PFIC (Passive Foreign Investment Company) regimes. The case study will further evaluate tax impact of subsequent distributions from the foreign corporation and sales of its stock. A compare-and-contrast approach will highlight the different outcomes of these regimes for individuals and for C corporations, empowering participants to advise their clients on the most tax efficient way to structure their international investments.This course qualifies for IRS credit.
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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Online
4.00 Credits
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do. We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals.
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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Online
4.20 Credits
Welcome to a course that makes the process of M&A easy to understand and easy to implement within your organization or your clients' organization. The course will provide an intensive overview of the M&A process. Focus will be on practical techniques to guide you through the M&A jungle and avoid the traps that have befallen many organizations.
Basic Individual Taxation Course
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Online
2.00 Credits
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Instant Audit? Just Add Risk Assessment
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Online
1.00 Credits
What would you do if you only had one workday to complete a financial statement audit? How would you optimize just a handful of hours? What would you test? More importantly, what would you minimize or eliminate? Although one day is unrealistically short, it illustrates how risk-based auditing can help auditors optimize professional effort. This course emphasizes the importance of risk assessment for enhancing both the effectiveness and efficiency of audit procedures.