CPE Catalog & Events
Webcast: Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit
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Webcast
8.0 Credits
Refining key planning and general auditing considerations to the not-for-profit environment Characteristics of not-for-profit financial statements that require special attention The auditor's consideration of fraud in auditing a not-for-profit entity Audit procedures to become comfortable with management's recording and reporting of contributions and promises to give Auditing how a not-for-profit entity gets from natural expenses to functional expenses Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements Considerations related to Yellow Book and single audits
Webcast: Surgent's Basic Estate Administration for CPAs and FAs
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Webcast
2.0 Credits
Legal principles and definitions Trust accounting issues Working closely with legal counsel proactively in the best interest of the client Property law concepts Complex community property issues Filing special forms: Form SS-4, Form 56, Form 4810 and Form 5495 Executor checklist The basics of filing a Form 1041 for an estate or non-grantor trust Filing a final Form 709 The basics of filing Form 706 Understanding 706 elections Understanding Estate Valuations, including GST and portability Special considerations for IRAs and ERISA plans When to make Section 454 elections When to make Section 754 elections Understanding the fine points of basis S corp issues Partnership and LLC considerations Passive loss carryforwards and estates Fiscal year elections 65-day election for trusts and estates Tax aspects of pecuniary and specific bequests
Webcast: Surgent's Real Estate for Accounting and Finance Professionals
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Webcast
2.0 Credits
Rental income and expense calculation and reporting Deciphering Schedule E (Form 1040) Nuances of vacation home rules Passive activity loss rules: foundations and implications Active vs. material participation in rental activities Tax reporting: how to group passive activities Limitations on passive losses: at-risk rules and deductions Classifying rental real estate activities Navigating exceptions in rental real estate taxation
Webcast: Avoiding Tax Malpractice: Overview 2024
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Webcast
4.0 Credits
Technical definitions of tax malpractice Risk management techniques: quality control procedures and maintaining professional competence Aggressive tax strategies "War stories" dealing with tax-related claims against CPAs Insurance carrier experiences Substantive tax areas: tax-deferred exchanges, built-in gains, alternative minimum tax and overlooked tax elections
Webcast: What Every CPA Should Know About Fraud 2024
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Webcast
4.0 Credits
How is fraud detected? The role of external auditors in finding fraud Revenue recognition issues Corrupt management Data mining Physical and biometric controls
Webcast: Fundamentals of Single Audit 2024
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Webcast
8.0 Credits
Cost Principles Understand and Identify Federal Awards Pass-through entities and sub-recipients Schedule of Expenditures of the Federal Awards Application of Compliance Supplement Compliance requirements Test of Internal Control and Test of Compliance attributes Reporting requirements
Webcast: Internal and External Fraud: Understanding It and Working to Control It 2024
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Webcast
8.0 Credits
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
Webcast: Financial Reporting: Miscellaneous Topics-U.S. GAAP vs IFRS 2024
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Webcast
2.0 Credits
Foreign currency Borrowing costs Related party disclosures Fair value Business combinations Consolidations Joint arrangements Revenue
Webcast: Surgent's Public Speaking and Presentation Skills
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Webcast
2.0 Credits
How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation
Webcast: How to Respond to Upsetting or Critical Email 2024
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Webcast
1.0 Credits
Business communication Emotional intelligence Human resources Practice management
Webcast: New Manager Series: The How To's of Leading 2024
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Webcast
2.0 Credits
Leadership Development Delegation Feedback Time Management
Webcast: Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Webcast
2.0 Credits
What keeps companies from becoming streamlined? Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle
Webcast: K2's Collaboration - Portals, Payments, And Signatures
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Webcast
2.0 Credits
Portals as collaboration enablement Learn about payment options you can integrate into your portal Leave with a checklist of features to consider for collaboration
Webcast: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Webcast
4.0 Credits
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Hiring the best people for the organization New motivation techniques
Webcast: Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
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Webcast
2.0 Credits
Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations
Webcast: Not-For-Profit Organizations: QuickBooks 2024
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Webcast
3.0 Credits
QuickBooks Desktop Chart of Accounts and Setup Routine operations including receiving donations and membership dues along with expenses and reporting Reporting Governance policies and budgeting
Webcast: Peer Review Update 2024
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Webcast
4.0 Credits
AICPA Peer Review Standards Frequent errors Different types of peer review reports Peer Review Process
Webcast: The Top Ten Business Myths 2024
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Webcast
4.0 Credits
Growth for the sake of the growth is the ideology of the cancer cell Effectiveness trumps efficiency Ideas have more value than their mere execution What determines value and how much customers are willing to pay? Is business a zero-sum game?
Webcast: Basic Understanding of Yellow Book and Single Audit 2024
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Webcast
6.0 Credits
Overview of the 2018 Revision Government Auditing Standards Understand the conceptual framework of independence Evaluate non-audit services provided and the threat to independence New ruling on Continuing Professional Education Introduce a new concept referred to as "Waste" Review Engagements under Government Auditing Standards Gain an understanding of the requirements for performing a Uniform Guidance compliance audit Discuss Internal control over financial reporting vs. Internal control over compliance requirements Understand the differences between the auditor's reports issued under Government Auditing Standards
Webcast: Surgent's Excel Tables and Conditional Summing
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Webcast
2.0 Credits
Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables