CPE Catalog & Events

This "Wayfair for Foreign Companies - Cross Boarder: U.S. Sales and Use tax" course is designed for CPAs, accounting, and tax professionals and international business operators who are looking to gain a comprehensive understanding of U.S. sales and use tax regulations, with a focus on the implications of the Wayfair decision for foreign companies engaged in cross -boarder transactions.Participants will delve into the intricacies of U.S. sales and use tax laws, their impact on foreign entities and strategies to ensure compliance and minimize tax liability. This program was developed for the FICPA by Karen Lake and Luke Lucas of Berkowitz Pollack Brant It was previously recorded on June 15, 2023. The course has been approved for up to one ( 01 ) hour(s) of tax CPE credit.

Many costly fraud schemes have occurred repeatedly throughout the past several decades, mostly due to the lack of implementation of internal controls and a fraud risk mitigation plan. The advancement of technology and the increased sophistication in committing fraud are also impacting organizations and affecting their bottom line. The Business Fraud Risk Framework identifies various types of fraud that can be perpetrated across an organization. This course will provide insight into the framework and focus on the most relevant fraud schemes affecting organizations.

This course will allow you to get reacquainted with the statement of cash flows. We will refresher your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements.

This course is a presentation on worker classification, primarily in the context of nonprofit organizations. The speaker, Mark Addington, discusses the Department of Labor's role in wage and hour laws, specifically the Fair Labor Standards Act (FLSA), and the IRS's 20-part test for determining worker classification. He explains that the interpretation of worker classification is complex and varies among courts, and that the changing landscape of the workforce adds further complexity. He also discusses the potential consequences of misclassifying works as independent contractors, including unpaid overtime wages, liquidatated damages, and unpaid benefits. He provides best practices for mitigating the risk of misclassification and offers his contact information as a resource for labor, employment law, and business-related questions.

Save when you buy the complete Tax Staff Essentials, Level 1 online bundle.. Get your working papers in order Learn how to appropriately prepare, organize, and understand working papers. Understand how working papers support the creation of a tax return, and that the documentation affects the preparer and is required by the IRS to complete a proper audit of the return. Be prepared to develop working papers and organize your product. This course provides CPE credit in the Taxation field of study.

Organizations with limits on the amount of income or gifts which are taxable, such as non-profit organizations, may be tax-exempt. It is important for these organizations to understand any legislative action and updates to filing requirements in order to maintain their tax-exempt status. This presentation focuses on exempt tax compliance. It specifically covers recent changes to legislative actions and filing requirements and what you should pay attention to." • Identify the top Red Flags that can be on a tax return • Discuss why these Red Flags are an issue • Explain how to fix these errors

This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing nonaudit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling and single audit reporting.

The guidance you need. Understand the concepts and standards of generally accepted government auditing standards (GAGAS) so that you can perform Yellow Book audits. Baseline Gain an excellent baseline of information for understanding the Yellow Book, with guidance found in the 2018 revision of Government Auditing Standards. With guidance related to independence and peer review, increase your knowledge of the requirements and application guidance related to the following: Ethics Independence Standards for financial audits Attestation engagements Performance audits

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course.

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course.

Surgent's Unlimited Plus PackageGet the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format--plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking tax updates and specialized courses. Order now and you'll receive access instructions via email, so you'll be able to start right away! Package includes 12 months of access to: Over 10,000 credits 8,500+ live webinars 1,000+ self-study PDF courses 1,300+ on-demand webcasts Surgent's exclusive premium courses As a member, you pay just $625.00 -  30% off Surgent's retail price! Why Choose the Unlimited Plus Package?Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format--plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking updates, specialized courses, and our Weekly Expert Hour.   Order now and you'll receive access instructions via email from info@surgent.com.  You'll be able to start registering for live webinars and accessing self-study courses right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase.  What Is Included in the Package?Show all - https://www.surgentcpe.com/search-all-cpe-courses?Readyforsale=Yes&Includedinunlp= Webinar -  https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlp= Self-Study - https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinunlp=

Surgent's Unlimited Self-Study Package Surgent's Unlimited Self-Study Package includes every PDF download course in Surgent’s catalog – over 250 courses, each from 2-16 credits.  As a member, you pay just $380.00 30% off Surgent's retail price!   Get 12 months of access to the most practical guidance and analysis in the industry in the form of downloadable pdfs. With over 250 courses, including ethics, accompanied by reference materials, you can learn anytime, anywhere at a pace that works for you. And when you’re ready, take the test with instant results and immediate certificate delivery. Order today and immediately start downloading the course material you need for the next 12 months.Package includes annual access to: 1,000+ credits 250+ downloadable courses Reference material downloads Instant test results Immediate certificate delivery What's included? Click here to view the current course list: https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinlibr=True&sref=  

Surgent's Unlimited Webinar Package - Get unlimited access to our webinar catalog! With 40+ webinars offered every week, including weekends, airing at a variety of convenient times throughout the day and evening, you’ll never have to worry about our webinars fitting in your schedule. And with the most modern webinar platform in the industry and interactive courses with renowned expert discussion leaders you’ll get the guidance and analysis you need with an unmatched customer experience. As a member, you pay just 520.00 - 30% off Surgent's retail price!Why Choose the Unlimited Webinar Package? Includes 12 months of access to: 8,000+ credits 2,100+ live webinars Interactive Q&A with renowned subject matter experts Downloadable course material and supplements Certificate delivery within 24 hours Get unlimited access. Enjoy 12 months of access, available one year from the date of purchase. Includes 1-, 2-, 3-, 4-, and 8-hour options in all the topics CPAs need. Choose from daily options at many convenient times, including evenings, lunch hours, and Saturdays. You'll earn live CPE credit without exams (certificates delivery within 24hours). All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching) Technical support and interactive Q&A are available throughout all webinars. Order a package now and you'll instructions via email from info@surgent.com. You'll be able to start registering for live webinars courses right away. What's included? Click here to view the current course list: https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlm=True&sref=  * Note: this package does not include premium webinars

Description: Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Apply financial ratios to assess profitability, operational efficiency, and risk exposure.Calculate key metrics, including operating leverage, margin of safety, and free cash flow yield, to evaluate financial performance.Analyze cost behavior to determine its impact on break-even points and financial stability.Differentiate between traditional ratios and underutilized metrics for a more comprehensive financial analysis.Select appropriate financial ratios to compare company performance and support strategic decision-making. Program Content: The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool Who should attend: Financial Analysts and Accountants enhancing their financial analysis skills. Business Leaders seeking insights into operational efficiency and cash flow. Investors and Analysts applying advanced ratios for better valuations. Developed By: Eric Knight, CPA, DBA Instructor: Eric Knight CPE Credit: 1.00 Field of Study: Finance (1.00) Prerequisites: A basic understanding of financial statements (income statement, balance sheet, and cash flow statement) and familiarity with common financial ratios (e.g., current ratio, return on assets) is recommended to maximize the learning experience. Advanced Preparation: None Format: QAS Self Study

Description: This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel's Power Pivot but applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. Participants will learn how to integrate different data sources, create meaningful relationships, and develop insightful metrics to drive business decisions. Participants will explore various aspects of data modeling such as establishing relationships, creating calculated columns, and understanding the intricacies of basic DAX (Data Analysis Expressions) measures. These skills are vital for anyone looking to extract meaningful insights from large and complex datasets. Attendees will be introduced to advanced concepts such as the strategic use of calculated columns versus measures, and the differentiation between explicit and implicit measures. This knowledge is crucial for developing sophisticated data models that not only provide accurate results but are also efficient in terms of performance. The course will also cover the creation and use of hierarchies and Key Performance Indicators (KPIs), essential for any robust data analysis framework. To ensure that the learning is well-rounded and applicable, the course includes practical exercises in using pivot tables within Power BI. This helps in validating and enhancing the measures and models created, ensuring they are robust and reliable for real-world application. "Build a Data Model for Analysis in Power BI" is an essential course for professionals aiming to leverage the full potential of Power BI 's data model. Whether you're looking to streamline your data analysis process, enhance your reporting capabilities, or drive insightful business decisions, this course will equip you with the necessary skills and knowledge. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Apply fundamental principles of data modeling in Power BI to integrate various data sources effectively.Determine the most appropriate scenarios for using calculated columns versus measures in Power BI data analysis.Choose and implement the correct type of DAX measures (explicit or implicit) for specific data modeling needs.Use pivot tables in Power BI to validate and refine data measures, ensuring accuracy and reliability in reporting. Program Content: The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures. Who should attend: Anyone interested in mastering data modeling techniques using Microsoft Power BI. Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 4.00 Field of Study: Computer Software & Applications (4.00) Prerequisites: Attended a Pivot Table course or experience using Pivot Tables Advanced Preparation: Download the handout and practice material prior to course Format: QAS Self Study

Description: The AICPA has identified risk assessment as an area of focus for its Enhancing Audit Quality Initiative as deficiencies in auditor's risk assessment procedures continue to be a common issue identified in peer review. SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was written to improve the quality of risk-based audits. While key concepts do not fundamentally change, the standard works to clarify and enhance certain aspects of the identification and assessment of the risks of material misstatement to drive better risk assessments and hopefully overall enhance audit quality. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation you will be able to...Recognize key risk assessment concepts applying to SAS No. 145 in identifying and assessing risks of material misstatement Determine the impact to the risk assessment process and the work to be performedIdentify risk assessment procedures related to the various components of the entity's system of internal controlRecall how to scale risk assessment requirements to be effective and efficient, particularly for less complex entitiesRecall when and how to evaluate design and determine the implementation of controlsRecognize risk assessment requirements to appropriately identify risks arising from the use of information technology (IT) and related general IT controlsIdentify potential risk assessment and related audit documentation traps Program Content: The topics that will be covered in this class include:New concepts due to the issuance of SAS No. 145Revised requirement to separately assess inherent risk and control riskA new definition of significant risk New emphasis on IT controls and risk of material misstatementNew guidance on maintaining professional skepticismRevised requirements to evaluate the design of certain controlsRevised requirements regarding audit documentationNew guidance on scalability Who should attend: Practitioners who perform audit engagements Developed By: Pennsylvania Institute of CPAs Instructor: Heather Trower CPE Credit: 2.00 Field of Study: Auditing (2.00) Prerequisites: General knowledge of the risk assessment standards. Advanced Preparation: None Format: QAS Self Study

Description: This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending 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. Learning Objectives: After attending this presentation, you will be able to...Identify basic constructs of AI.Distinguish between discriminative and generative artificial intelligence, and Analyze AI improvement efforts to properly account for an organization. Program Content: The major topics that will be covered in this course include:An overview of AI constructs.How artificial intelligence is being used by accountants today.Accounting-centric AI developments on the horizon. Who should attend: Accounting and other business professionals that would benefit by understanding how AI will be incorporated into accounting systems. Developed By: Taymes, LLC Instructor: Karl Egnatoff CPE Credit: 2.00 Field of Study: Accounting (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation you will be able to ...Apply best practices when creating your spreadsheetsDetermine which controls you need to develop for your spreadsheetsUse controls to build more accurate spreadsheets Program Content: The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors Who should attend: Any Excel user that wants to learn how to create controls within Excel to improve accuracy Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Auditing (2.00) Prerequisites: A good knowledge of using Excel Advanced Preparation: None Format: QAS Self Study

Description: This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the 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. Learning Objectives: After attending this presentation, you will be able to...Implement practical strategies based on a thorough understanding of the complex rules for retirement distributionsImplement practical strategies in determining a partner's tax basis for a partnership interestIdentify the use of Form 1065, Schedule K-1 information for basis determination. Program Content: The major topics that will be covered in this course include:Explain the use of both "inside" and "outside" basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process. Who should attend: CPAs working in public accounting firms and/or working for partnerships. Developed By: Federal Tax Workshops, Inc Instructor: Steven C. Dilley, PhD, CPA, JD CPE Credit: 2.00 Field of Study: Taxes (2.00) Prerequisites: Basic working knowledge of business taxation. Advanced Preparation: None Format: QAS Self Study

Description: In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation you will be able to ...Identify which lookup function works for your needsDistinguish the difference between the many lookup functionsRecall how to effectively utilize Excel's lookup functions Program Content: The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions Who should attend: Any Excel user that wants to learn how to use the LOOKUP functions Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Computer Software & Applications (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study