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Showing 22897 Third Party Webinars Results

K2'S Eight Awesome PivotTable Features

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TBD

2.0 Credits

Member Price: $79

Adding user-defined calculations to PivotTables Enhancing PivotTables with Key Performance Indicators Using PivotTables to consolidate “standard” Excel reports Creative ways to filter PivotTables Linking accounting software data into PivotTables

Surgent's Excel Budgeting Ideas

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TBD

2.0 Credits

Member Price: $99

Set up an in-cell drop-down list of budget methods  Change the calculations in the cells based on the selected budget method  Use names in worksheets

2025 Not-for-Profit Accounting & Auditing Update

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TBD

3.0 Credits

Member Price: $99

Yellowbook Auditing Accounting

K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications

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TBD

4.0 Credits

Member Price: $129

Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment How to use tools such as Teams, Planner, and Power Automate Storing data in SharePoint Online and OneDrive for Business

K2's Securing Your Data: Practical Tools For Protecting Information

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TBD

4.0 Credits

Member Price: $129

Understanding today’s cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk

Federal Tax Update - Individuals (Form 1040)

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TBD

8.0 Credits

Member Price: $300

Discuss the most recent individual income tax legislation passed to date  Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, §461(l) business loss limitations, §163(j) interest deduction limitations and depreciation. Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax) Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit) Walk through the NEW final required minimum distribution (RMD) regulations Look at any changes to the Form 1040 and other related schedules and forms

K2's Case Studies in Fraud and Technology Controls - 8 Hours

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TBD

8.0 Credits

Member Price: $225

Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim

ACPEN Signature 2025: Financial Statement Preparation: Compilation and Review Update

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TBD

8.0 Credits

Member Price: $250

Ethics Update Preparation Engagements Compilation Engagements Review Engagements Hot GAAP Topics New Quality Management Standards

ACPEN Signature 2025: Single Audit and Uniform Guidance Issues Update

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TBD

8.0 Credits

Member Price: $250

The nuts and bolts of a Single Audit Overview of the GAO’s Fraud Risk Management Framework and the importance of fraud risk in a Single Audit Specific audit issues arising relating to the continued Pandemic and Infrastructure funding programs Review of unique elements of the 2025 Compliance Supplement (If Available) Recent changes to specific Uniform Guidance rules and regulations

Surgent's Advanced Critical Tax Issues for S Corporations

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TBD

8.0 Credits

Member Price: $279

Final regulations on “eligible terminated S corporations” (ETSCs) Cases, rulings, and tax law changes affecting S corporations Compensation planning in S corporations, including limitations in a family-controlled business; self-employment tax issues, including IRS efforts to address underreporing of S corporation officer compensation Use of redemptions: still some advantages Planning for the liquidation of an S corporation Tax issues for family ownership of S corporation stock Impact of the tax on net investment income on sales of S corporation stock Stock basis: Loss limitations, AAA, and distribution issues in depth Debt basis: what the regulations on back-to-back loans mean to investors Estate planning for S corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance Built-in gains: the 5-year recognition period S corporation structuring: one class of stock Methods of accounting Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates

The Complete Guide to the Preparation of Form 1041

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TBD

8.0 Credits

Member Price: $245

Step-by-step Form 1041 preparation Key issues in decedent’s estates and trusts Understanding Subchapter J and its impact on taxation Compliance strategies for fiduciary entities Tax treatment of DNI and IRD Case studies illustrating real-world application Legislative updates affecting estate and trust taxation

Everyday Ethics at Work: Don't be the Next News Story!

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TBD

2.0 Credits

Member Price: $89

The major topics that will be covered in this course include:Discuss ethics from an every-day real-world perspectiveHow to prevent an ethical lapse that can turn your business into the next news story

Revenue Recognition Topic 606 - Identify the Contract Part 1

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TBD

1.2 Credits

Member Price: $39

Revenue Recognition

S Corporations: How to Calculate Shareholder Basis

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TBD

2.0 Credits

Member Price: $79

Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest Explain how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations

Mission-Critical Leadership: How Smart Managers Lead Well in All Directions

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TBD

2.0 Credits

Member Price: $79

Leadership foundations Leading downward Leading upward Practical leadership tools

10 Keys to Outstanding Service and More Referrals

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TBD

4.0 Credits

Member Price: $129

Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that

Effective Coaching Strategies for High Performance

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TBD

4.0 Credits

Member Price: $129

Coaching Effective Communication Problem Solving Use of AI as a coaching tool

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

Advanced Staff Tax Training: Individual 25-26

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TBD

8.0 Credits

Member Price: $329

Taxation of investments Reporting of business income and losses from pass-through entities including loss limitations Non-income taxes that impact individual income tax returns Retirement contributions and planning Alternative Minimum Tax (ATM) Social Security taxation Charitable contribution planning with limitations

Pension and Profit-Sharing Plan Strategies 25-26

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TBD

8.0 Credits

Member Price: $329

NEW!! The SECURE 2.0 Act Types of documents: advantages and disadvantages, where they fit and plan termination issues Types of retirement plans Plan selection and design Contribution and deduction limits and timing Reporting and disclosure: Form 5500 and participant communications Legislative environment In-plan Roth conversions