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Showing 1376 Third Party Webinars Results

Bitcoin Fundamentals - What Every CPA Should Know

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TBD

3.0 Credits

Member Price: $99

The major topics that will be covered in this class include:The evolution of money: barter, gold, paper, digital, cryptocurrencyHistory of Bitcoin, how it originated and evolved to where it is today.How Bitcoin works: origin, network, nodes, miners, transactions and the blockchain ledger.Participating in the Bitcoin network: procuring, spending, accepting and storing Bitcoin.Understanding the role of cryptocurrency exchanges and the collapse of FTX.Introduction to Ethereum, a substantial alternative to Bitcoin.Income tax implications of Bitcoin and other cryptocurrencies.

Corporate Finance Check-Up: Expand Your Analytical Toolbox 2023

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TBD

4.0 Credits

Member Price: $159

• Forecasting as a valuation tool • Bank/banker selection • Ten hints for toolbox success • Seven cases

Government OPEB Accounting and Financial Reporting 2023

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TBD

4.0 Credits

Member Price: $159

• Accounting and Financial Reporting for Total and Net OPEB Liability • Key GASB Statements for OPEB • Determining Measurement Date • Using Alternative Measurement Method for the Total OPEB Liability • Defined Benefit and Defined Contribution OPEB Plans • Actuarial Valuation of Total and Net OPEB Liability

Tax Practice Conduct Standards: Circular 230 and AICPA Statements 2023

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TBD

4.0 Credits

Member Price: $159

• Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services • Tax shelter and reportable transaction issues in depth • Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements

Financial & Tax Accounting for S Corporations

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TBD

4.0 Credits

Member Price: $129

Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations Review of the AICPA "small" GAAP rules The impact of the entity's tax status history on its financial accounting Required S status financial accounting disclosures The relationship of financial accounting and the Form 1120S Financial and tax accounting for S corporation shareholder equity account Financial vs. tax accounting for loans to and from S corporations and their shareholders Financial accounting vs. tax accounting for S corporation investments in other entities Financial and tax accounting for PPP loan forgiveness

Financial Reporting: Your Guide to Reading Financial Reports 2023

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TBD

8.0 Credits

Member Price: $299

• Financial statements, disclosures and presentations • Review of two Annual Financial Reports (IFRS and U.S. GAAP)

K2's Paperless Office

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TBD

8.0 Credits

Member Price: $299

• The importance of "going paperless" • Key technologies that facilitate a paperless office • Advantages of going paperless • Examples of leading document management systems and processes

Activity-Based Costing: Is it Right for Your Organization?

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TBD

2.0 Credits

Member Price: $89

The major topics covered in this course include:ABC versus traditional costingFirst-stage allocationDetermining predetermined overhead ratesSecond-stage allocationActivity-based reportingActivity-based management

Taxation of Judgements and Settlements

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TBD

2.0 Credits

Member Price: $89

The major topics covered in this class include:Types of damages or remedies that can be awarded or agreed upon pursuant to litigationReview of the Internal Revenue Code and regulations governing the taxation of various types of litigation paymentsSuggestions for drafting pleadings or settlement agreements

Audit 504: Making Rain - Success with Clients and Prospects

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TBD

2.0 Credits

Member Price: $89

The major topics covered in this course include:Continued marketing to existing clientsHow to better connect with existing and prospective clientsMotivating prospective clients to engage with your firmMethods for building value perceptions with existing and prospective clientsDifferentiating your firm from the competition, including translating features into benefitsHandling objections and closing a sale

Ethical Tax Practice Strategies in a Crisis World

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TBD

2.0 Credits

Member Price: $79

“Tales from the Front” – practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections

Social Immune Systems-The Science of D&I 2023

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TBD

2.0 Credits

Member Price: $89

• Informed inclusion • Development of cultural characteristics that support diversity • Neurodiversity • Gender and racial dynamics in different task groups • Improving intergroup attitudes • Unconscious bias and implicit

How SAS Nos. 134-145 Improve Risk-Based Audits

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TBD

4.0 Credits

Member Price: $149

The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145

Form 990 Parts V (Other Tax Issues) & I (Financial Summary)

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TBD

1.5 Credits

Member Price: $69

The major topics that will be covered in this class include:Addressing Part V's additional tax compliance points for 990 filers (i.e., statutory requirements outside of those that relate to maintaining tax-exemption-qualification)Substantive background on the underlying line-specific tax needs covered in four key lines: 1) Use of a common paymaster (and its impact on) "number of employees" [and ramifications on mandated e-filing applicable to larger organizations] (Line 2) 2) When a Form 990-T filing is (and is not) required (Line 3a) 3) The quid pro quo solicitation disclosure mandates (Line 7a/7b) 4) Need to communicate when soliciting donors if the organization is not eligible to receive tax-deductible contributions (Line 6a/6b)Existence of other, and often overlapping, disclosures and/or filings required when a filer captures specific amounts of tax-deductible charitable contributions, including, in certain circumstances, donations of propertyExplanation of the basics behind the excise tax schemes applied to filers who either: hold "donor-advised funds" (Lines 8 and 9); or are potentially reached by IRC section 4960's executive compensation tax (Line 15)Potholes in culling the current and prior year's tax return information necessary to complete Part I's Lines 8-22

Surgent's Applying ASC 820: The Basics of Fair Value Accounting

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TBD

4.0 Credits

Member Price: $159

Applicability of the use of ASC 820 The “exit price” approach Examples of market, cost and income approaches to estimating fair value Use of Level 1, 2 and 3 inputs in determining fair value

1065 - Understanding Partnerships Tax Returns

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TBD

2.0 Credits

Member Price: $79

Partnership taxation Different types of partnerships Tax obligations of partners   Role of the partnership agreement in tax reporting   Filing deadlines of Form 1065   

Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know

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TBD

2.0 Credits

Member Price: $99

Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position

Motivating the Right Way - Get the Most From Your Staff!

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TBD

2.0 Credits

Member Price: $89

The issues and alternatives of motivation.Why many motivation tactics consistently failHow to change your motivation tactics to enhance performanceThe three things that every professional wantsThe new science of effective motivationHow to motivate people todayAn action plan to enhance motivation

Eldercare Financial Scam Protection

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TBD

1.0 Credits

Member Price: $39

The major topics that will be covered in this class include:Exponential growth of aging population due to Baby Boomers Sources of scams and schemes perpetrated against older adultsMethods to protect older adults from scamsSuspicious Activity Reporting (SAR)Flagging credit reports and bank accountsConservatorships and GuardianshipsWhere to report elder abuse

New Client Ethical Challenges: The CPAs Guide

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TBD

2.0 Credits

Member Price: $79

How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance