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CPE & Event Calendar

For details about the CPE and event categories below, please click here.

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Consideration of Fraud in a Financial Statement Audit

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Virtual

2.00 Credits

Member Price: $89

One of the most significant challenges facing auditors is the prevalence of fraud that exists in today's business environment. All auditors should have a working knowledge of the requirements in professional literature regarding fraud. We will cover the issues that all auditors need to know about fraud and the people who commit fraud. This course will provide horror stories about frauds that have occurred and how they were detected. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Benford's Law and Other Digital Analysis Techniques

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Virtual

1.80 Credits

Member Price: $79

Numbers and especially the digits within those numbers can conceal a lot of information.  Benford's Law and other digital analysis techniques can be the keys to unlocking that information.  This session will explain what Benford's Law is, how it works, and how it can be used to reveal bogus information and made-up data.  Accountants and auditors should understand how to use this valuable audit tool as well as other digital analysis techniques.  But, if you attend this session, you must promise not to reveal the secret behind these techniques to any fraud perpetrators.

2024 Depreciation: Guide to Capitalizing Tangible Property

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Virtual

2.00 Credits

Member Price: $79

This presentation highlights the latest legislative changes affecting depreciation and capitalization rules, including inflation increases and Section 179 and 168(k) deductions.  Planning and potential pitfalls will also be presented.  **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.

Partnership & S Corporation Checkup: Key Developments

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Virtual

2.00 Credits

Member Price: $89

The presentation includes an in-depth discussion of the when the Forms 1065 and 1120S, Schedules K-2 and K-3 must be completed, as well as important developments for filing 2021 flow-through entity tax forms and other recent developments impacting both partnership and S corporation entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

2024 S Corporation Checkup: Key Tax Issues & Forms Reporting

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Virtual

4.00 Credits

Member Price: $129

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, as well as an update on Schedules K-2 and K-3. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. **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.

Identifying and Implementing the Proper Balance of Internal Controls

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Virtual

2.00 Credits

Member Price: $85

Internal Controls (IC) are in place for a reason. They help maintain the control environment and establish efficient and effective processes. They also serve as a mitigation technique for identifying when processes have changed and when procedures need to be adjusted. In today’s business world, all personnel must understand the concept of internal control, how they should be utilized and their benefits.   The purpose and value of internal controls are often misunderstood and misapplied by management. Internal controls should be viewed as a value-oriented activity that assists the organization in the effective execution of its objectives. Properly designed and executed controls are the key to ensuring this view.   A previous course “The Manager’s Responsibility for Internal Control," addressed these concepts at a higher level. This course further explores the types of ICs, how they can be properly utilized and the cost benefit considerations for implementation.   Internal control is a process designed to provide reasonable assurance regarding the achievement of objectives in the following areas: Effectiveness and efficiency of operations Reliability of financial reporting Compliance with applicable laws and regulations Safeguarding assets

2024 Business Tax Update for Industry

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Virtual

2.00 Credits

Member Price: $79

This course focuses on the key federal tax issues affecting businesses from the internal accountant's point of view, with a focus on recent tax legislation and developments.  Planning alternatives and the potential risks associated with those strategies will also be discussed.  **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 Spring Tax Update for Individuals with Steve Dilley

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Virtual

4.00 Credits

Member Price: $129

This program provides an update to the latest tax developments, rules and regulations impacting and individual taxpayers, with a review and integration of the recent tax legislation.   **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.

CFO Series: Chief Reviewer

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Virtual

8.00 Credits

Member Price: $309

You could pay $0 for this course!This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-8900. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. This presentation focuses on one key role we all share – being a reviewer. Every financial professional must review. We review; processes, systems, test results, performance, taxes, financials, timelines, and progress. The spotlight is to enhance our skills as a reviewer. Are we great at listening, and asking the right questions? We will also discuss a high-level overview of taxation and the newer skills needed to be an effective financial leader. At every level, we are responsible for reviewing and improving ourselves, a responsibility that never ends. We cannot fall behind in an ever-changing, dynamic environment. Technology is always moving forward, just as we should.Aren’t We All Auditors? All the Time 2 Auditing credits Audits involve testing, review, examination, and verification. However, on another level - you and I audit; procedures, reports at work, who fulfilled commitments, systems, other people’s driving skills, deliveries, etc. We all audit everything all the time, and that is wonderful. Auditing skills are valuable and necessary for our professional success and personal happiness. Every professional will audit what they encounter, including us. We will illustrate how continuous auditing skills are valuable, all the time. Whether you are an auditor, or not, our role as a business leader IS to audit continuously! Better leaders have these skills.Audits Begin with The Right Questions: Listen! 2 Auditing credits Technology has boundless memory and can store all the answers, unlike humans. Regardless, technology and AI cannot discern the right questions to ask. Asking the right questions separates successful professionals from mediocre professionals. This session will take a big-picture approach and redefine auditing in a broader perspective which will deepen your skills, perspective, and know-how. The truth is that all professionals are auditors. We will illustrate three types of audits and dive into the most fundamental aspects of our daily work-lives that need constant attention, not seasonal treatments. We will show how to become a better listener and to ask better questions!What We Can Do to Minimize Taxes: Without Danger 2 Tax credits When stepping into a leadership role you may not have been exposed to all the various tax issues. We will take a thirty-thousand-foot view into corporate income taxes and some other taxes. The focus is to potentially lower taxes. We will explore what and how to communicate with your external accounting firm. What is the value of proper fixed asset schedules and their crucial role? Depreciation, qualified business income, and the employee retention credit will be reviewed. Keep a schedule, be prepared, because at the end of day – you will be held accountable and responsible for missed dates, missed opportunities, and also may be given credit for taxes saved. Be prepared and aware of tax savings alternatives.Successful System Implementations: Planning! 2 Information Technology credits System changes are common, so why does seemingly every new system update or installation have multiple, new problems? We will review the causes and effects, including a short-term outlook. We will focus on the best practices of successful organizations, specifically the one key task for success – proper planning. What are the steps to take? Which functions need to be involved? How to reduce risk? These actions can be applied to small system changes, system upgrades, or large ERP systems. Do not make the same mistake over and over – learn from others who have paid the hefty price.

Advanced Negotiations: Beyond Getting to Yes

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Virtual

1.00 Credits

Member Price: $55

Anytime someone says "I want," "I need," or "Will you," you are in a negotiation. For decades, the negotiation techniques described in "Getting to Yes" by Fisher and Ury of the Harvard Negotiations Project were the world's standard negotiation methods. These techniques involved collaborative methods for discovering how to make the "pie" bigger and then split it. More recent research on human psychology has revealed new methods that will allow you to do even better. Sometimes, you can't settle for getting half of what you want. Sometimes you have to have it all. This webinar explores negotiation's human side, to give you powerful people skills that will let you get more. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Emotional Intelligence: The Critical Factor in Success

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Virtual

2.00 Credits

Member Price: $89

Emotional intelligence is an individual's capacity to understand both their own and other people's emotions, as well as how to react to these feelings in an appropriate manner. Research proves that Emotional Intelligence (EI) is a compelling predictor of personal, professional and social success. Every business leader can improve their Emotional Intelligence, including you. Many businesses utilize EI for promotions and hiring. This session will discuss the twelve keys to EI and proven tactics to help every aspiring leader "work smarter". 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 Real Estate Taxation: Critical Considerations

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Online

4.00 Credits

Member Price: $159

This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact that recent tax changes have had on the real estate industry, as well as new credits that are available after the Inflation Reduction Act of 2022.

Adobe Acrobat - Increase Your Productivity With PDF Files

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Virtual

4.00 Credits

Member Price: $149

Think about how much time you spend reviewing and creating PDF files. This course teaches you how to take advantage of a multitude of features and functions available in Adobe Acrobat to create, review, organize, edit and secure your PDF files more effectively and efficiently. Like many personal productivity software applications, it is very likely that you are using only a fraction of the potential of Adobe Acrobat when working with your PDF files. For many CPAs, a PDF file is the final presentation of your work product, whether it is a tax return, financial statement, audit report or other financial reports. This course will teach you how improve the quality of those report presentations. The tips you learn in this course will save you time on a daily basis. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

How Changes in Business Methods Affects Internal Control

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Virtual

8.00 Credits

Member Price: $239

New Technology, the move toward telecommuting, the widespread adoption of electronic documentation, and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organizations internal control system. In this session, we look at all the changes that are occurring and discuss what's coming in the not too distant future. The material then looks at how internal controls have been affected and what other updates are on the horizon. Anyone trying to use controls to keep their organization efficient and secure should consider this session because the rate of change to both operational methods and control processes has been and will continue to be incredible. 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 Advanced Audits of 401(k) Plans: Best Practices and Current Developments

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Online

8.00 Credits

Member Price: $299

Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with SAS 136 and other recently issued SASs. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments, and plan mergers and acquisitions.

Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit

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Online

8.00 Credits

Member Price: $279

It's been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You cannot simply apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a good fit. Skilled auditors will instead adjust the audit approach to fit the not-for-profit entity. This course is designed to help you do just. It will equip you with the superior skills needed to excel in auditing not-for-profit entities. The course materials utilize a highly illustrative and innovative format. Over 25 focused exercises are included to provide an enhanced working knowledge of auditing not-for-profit entities.

Best Non-Google Search Tools for Accountants

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Virtual

2.00 Credits

Member Price: $89

The course explains why you need more than Google to search the Internet and highlights a rich constellation of alternative search engine applications. The session also explains how to set up your own customized online research management platform, and discusses dynamic search strategies (two-step, vertical and lateral searching) that can be used to gain an extra edge when using any search engine. Participants will walk away with scores of new knowledge sources and streams that will complement their use of Google and improve their online research power. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Fraud Busters: Controls to Prevent & Detect Fraud

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Virtual

2.00 Credits

Member Price: $89

This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. 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 Food, Beverage, and Entertainment Expensing

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Online

2.00 Credits

Member Price: $99

The IRS has issued final regulations regarding the Tax Cuts and Jobs Act's (TCJA) elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to be entertainment. The final regulations also address the 50% limitation on the deduction of food and beverage expenses and when the 50% limitation does not apply. Due to the pandemic, Congress changed the rules for 2021 and 2022 to allow for 100% deductibility for meals. These temporary rules no longer applied starting in 2023. To effectively advise clients, it is imperative for tax practitioners to understand these rules and be updated on the latest IRS guidance related to meals and entertainment.

Surgent's Use the Data Model to Build More Powerful PivotTables

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Online

2.00 Credits

Member Price: $99

Do you love PivotTables? Of course, we all do! Traditional PivotTables are incredible, but they do have limitations. If you have ever encountered one of these limitations, you'll be excited to learn that by using the Data Model as the source for PivotTables, you'll be able to bypass many of the restrictions that exist with traditional PivotTables. The data model (also referred to as Power Pivot) is included in Excel 2016+ for Windows and available as a free download for previous versions (excluding Excel for Mac). Using the data model enables you to build PivotTables that were previously not practical. If you frequently build PivotTables and would like to do more with them, you'll want to understand how to use the data model (Power Pivot) to enhance your reports. Note about Excel versions: Power Pivot is not available in all versions of Excel, including Excel for Mac. If you would like to see if Power Pivot is available in your version of Excel, visit the Microsoft site.