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Showing 18120 Third Party Webinars Results

Personal Financial Planning Strategies: Insurance Issues 2024

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TBD

2.0 Credits

Member Price: $89

• Overall insurance concerns • Regulatory concerns, potential exposures • Various risks surrounding the client and how to manage them • Different types of products in the marketplace • The tax consequences of each type of insurance

Surgent's Stock vs. Asset Acquisitions of C Corporations

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TBD

2.0 Credits

Member Price: $99

Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired

Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules

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TBD

2.0 Credits

Member Price: $99

SECURE Acts and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax 529 to Roth: who, what, when, and how The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax

Current Nonprofit Fraud Trends

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TBD

4.0 Credits

Member Price: $149

The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!

An Ethical Framework - How It Works

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TBD

2.0 Credits

Member Price: $89

Structure of Professional EthicsThe Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board What Happens When an Ethics Complaint is ReceivedCase Studies

Tax Depreciation: Review and Update

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TBD

2.0 Credits

Member Price: $89

The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics

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 

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1

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TBD

1.0 Credits

Member Price: $39

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  

Audit 404: Maximizing Analytic Procedure Evidence on Audits

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TBD

2.0 Credits

Member Price: $89

The major topics covered in this course include:Financial statement analysis, and communicating insights to financial statement usersImproving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatementDeveloping plausible expectations for comparison to actual financial resultsDetecting earnings management and other risks through analytic procedures

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

K2's Working Remotely - The New Normal

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TBD

4.0 Credits

Member Price: $159

• Key technologies that facilitate remote work options • Cybersecurity issues impacting remote work environments • How to communicate and collaborate when working remotely

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

Reporting the Results of a Fraud Investigation

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TBD

2.0 Credits

Member Price: $89

The major topics covered in this class include:Written reports and supporting documentationMethods of presenting evidence to help non-accountants understand the numbersEvaluating reports of opposing expertsResponding to a motion in limine or Daubert challenge as an expert witnessCommon lines of questioning for financial expertsPreparing for deposition and trialEffectively testifying at deposition and trial

The Controllership Series - Addressing Budgeting Uncertainty

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TBD

1.0 Credits

Member Price: $39

Accounting Finance

The Controller Function - Elevating the Role

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TBD

1.5 Credits

Member Price: $59

Accounting Finance Auditing Business Development

2024 Communication Skills for CPAs

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TBD

2.0 Credits

Member Price: $79

Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid

Surgent's Opportunities in the Metaverse for Accounting and Other Professionals

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TBD

2.0 Credits

Member Price: $99

Understanding what the metaverse is and what it is not How to access the metaverse Why accounting and other professionals should use the metaverse Where accountants can find their space in the metaverse How the metaverse is changing the way we work Ownership opportunities in the metaverse Work and taxation in the metaverse

Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping

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TBD

2.0 Credits

Member Price: $99

Obligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP)

To Verify or Let It Fly: What to Do About Questionable Tax Return Information

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TBD

2.0 Credits

Member Price: $79

Clear Reflection of Income: Really? The Verification Drill Tax Ethics and the Conceptual Framework The Tax Uncertainties Dance (Tax and Financial Reporting) Cases and Controversies Blanco v. United States U.S. v. Fairchild Conclusion