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CPE Catalog & Events

Showing 9757 Third Party Webinars Results

Navigating Leaves of Absence

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TBD

1.0 Credits

Member Price: $39

Family Medical Leave Act - full time and intermittent Americans With Disabilities Act  Special rules for managers  Handling fraud, abuse, and performance issues in connection with a leave of absence 

The Controller Function - Cash and Investments

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TBD

1.4 Credits

Member Price: $39

Accounting Finance

The Controllership Series - The Financial Close Process

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TBD

1.5 Credits

Member Price: $59

Accounting Finance Financial Statements

Preparing to be a Forensic Accountant - Focus on Digital Forensics

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TBD

1.8 Credits

Member Price: $59

Forensic Accounting Accounting Auditing Finance

Audit Risk Assessment in Plain English

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TBD

2.0 Credits

Member Price: $79

Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment  

2024 Internal Control Best Practices

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TBD

2.0 Credits

Member Price: $79

Internal Controls Frameworks

2024 Crypto, Blockchain and Taxes

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TBD

2.0 Credits

Member Price: $79

Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets

2024 How to Audit Expenses & Payables

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TBD

2.0 Credits

Member Price: $79

Introduction to Auditing Expenses Assertions Risk Assessment

Accountants and Malpractice: Can We Get Sued for This?

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TBD

2.0 Credits

Member Price: $89

The major topics that will be covered in this class include:How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.

K2's 2024 Getting Started With Artificial Intelligence

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TBD

2.0 Credits

Member Price: $79

Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions

Surgent's Hiring and Firing of Employees - What You Can and Cannot Do

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TBD

2.0 Credits

Member Price: $99

Employment at will—what this means in a practical sense Implied employment contracts What a prospective employer can ask about, and test for, during  employment interviews Federal anti-discrimination rules applicable to hiring and firing How to fire an employee and not get sued Hiring and firing during a pandemic

Surgent's Taking Advantage of Installment Sales

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TBD

2.0 Credits

Member Price: $99

How does the IRC define an installment sale under IRC Sec 453? When can a taxpayer utilize the provisions of IRC Sec 453? When should a taxpayer utilize the provisions of an installment sale and when should it be avoided? How does the issue of a “dealer” vs. a “non-dealer” impact the use of the installment sale method? Reporting an installment sale when related parties are involved Calculating an installment sale How has the Tax Cuts and Jobs Act impacted the use of the installment sale method?

Top 10 Business Myths and How to Avoid Them

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TBD

2.0 Credits

Member Price: $79

What are the ten most common business myths? Why do so many leaders ignore the risks? Steps you can take to prevent these myths from damaging your organization Recommendations from successful businesses

2024 The Preparation of Form 706 and 709 - Line-by-Line

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TBD

4.0 Credits

Member Price: $129

Federal Form 706: Overview and Preparation Federal Form 709: Understanding and Compliance Portability in Estate Tax Planning Coordinating Issues for Decedent's Final Income Tax Return Postmortem Estate Planning Strategies Recent Legislative Changes: Impact on Estate and Gift Taxation Integrating Tax Planning into Client Services

Business Consulting for CPAs

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TBD

4.0 Credits

Member Price: $129

What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application

Audit & Attest Quality Matters that Should be on Your Radar - Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements

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TBD

8.0 Credits

Member Price: $225

Applying professional skepticism to ensure quality work Meaningful risk assessment when designing work programs for various levels of services Proper planning and supervision of all engagements Accountant responsibilities for evaluating internal control Strengthening analytic procedures to support conclusions Complying with the Code of Professional Conduct and quality management standards 

Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis

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TBD

8.0 Credits

Member Price: $300

Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 – S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder’s stock and debt basis and a partner/member’s outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner’s individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder’s stock in a S corporation and a partner’s interest in a partnership What constitutes debt basis for a S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt effect a partner or member’s basis calculations and amount at-risk

Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals

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TBD

8.0 Credits

Member Price: $279

Comprehensive coverage of the Inflation Reduction Act of 2022 and The SECURE Act 2.0  Preparation of various Form 1040 individual tax returns and schedules; provided answers include “filled-in” forms  Coverage of Form 7203  Coverage of §199A qualified business income, its calculation, limitations, and examples  Dividends and interest – Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.  Security transactions – From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues  Self-employed person issues  Schedule C deductions including depreciation  Sale and exchange of property – Understanding Form 4797 and depreciation recapture; capital gains  A working understanding of passive losses – How to handle rental property and how the passive loss rules flow to the tax forms  Itemized deductions – A thorough understanding of what’s deductible and what’s not  Interest deductions – Limitations and timing problems  Charitable contributions substituting for taxes, IRS says – No!  Retirement contributions and education credits and deductions  Tax computations – The Kiddie Tax, AMT, regular tax, tax credits  Individual problems illustrated by form preparation for various items, with numerous “practice tips”  Impact of recent legislation and forms changes on the 1040 

Cultural Transformation

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TBD

1.0 Credits

Member Price: $55

The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture

K2's 2023 Ten Must Know Features In Excel

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TBD

2.0 Credits

Member Price: $79

How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating “audit trails” in Excel Define “dynamic arrays” and list examples of their benefits