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CPE Catalog & Events

Showing 12874 Webcasts Results

Performing Preparation, Compilation and Review Engagements

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Online

2.00 Credits

Member Price: $125

Definition of an engagement Forms, checklists and other documentation for preparing, compiling and reviewing engagements Explanation of the differences between compilation and preparation engagements Criteria of a compilation engagement and the entities where compilations can be performed Criteria of a review engagement Changes in level of service

The Preparation of Forms 706 and 709 - Understanding the Law

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Online

3.00 Credits

Member Price: $129

Legal framework of estate and gift taxation IRS regulations and compliance requirements Portability, lifetime exemption, and tax minimization strategies Case law and IRS rulings affecting estate and gift tax planning Postmortem estate planning considerations Common legal pitfalls and how to avoid them Legislative updates and policy changes from the new administration

Planning for Small Business Success

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Online

4.00 Credits

Member Price: $159

The integrated planning model                   The strategic plan             Linkage with Performance Based Management               Tracking success             Real world examples       

Accounting Industry Update 25-26

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Online

8.00 Credits

Member Price: $329

FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards

OCBOA Case Studies 25-26

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Online

8.00 Credits

Member Price: $329

Income tax-basis financial statement presentations Cash and modified-cash financial statement presentations Innovative and EBITDA type reports OCBOA engagements AICPA Financial Reporting Framework for Small- and Medium-Sized Entities

U.S. GAAP Disclosures for Non-Public Entities 25-26

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Online

8.00 Credits

Member Price: $329

FASB Accounting Standards Codification disclosure requirements An overview of the disclosure landscape How materiality enters into disclosure decisions Navigating the FASB Codification

Financial Decisions that Led Two Businessmen to Prison

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation

Integrate ChatGPT into Your Client Advisory Services-Updated

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business

Tax Implications of Retirement Plan Distributions

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0

Partnership Property Distributions and the New Form 7217

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Online

1.00 Credits

Member Price: $59

Property distributions in liquidation of a partner's interest Section 751 and its impact on property distributions from a partnership Mechanics of completing Form 7217 - new for 2024 The Section 754 election and its role in partnership property distributions

Surgent's Elder Fraud

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Online

2.00 Credits

Member Price: $119

Common elder fraud schemes How to recognize scam attempts What to do when you think you are being scammed Where and how to report a scam What you should do now to prevent being scammed How to avoid being scammed on the internet Why older Americans are disproportionately impacted by scams and fraud Technical support scams How to avoid giving money to scammers What to do if you or someone you know is targeted by fraud The National Elder Fraud Hotline How to get your money back after being scammed Types of elder law financial exploitation

Surgent's Managing Millennials

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Online

2.00 Credits

Member Price: $99

Understanding who millennials are and what distinguishes them from other sectors of the workforce Changes millennials seek in the workplace Suggestions on engaging and developing millennials Best practices by organizations who have successfully integrated millennials Expectations as to learning, development and training Work environments and schedules School to work transitions Views on salary, benefits and corporate ethics Whether millennials’ expectations are significantly different from any other generation Strengths millennials offer which set them apart from others Common myths pertaining to millennials Definitions of success

Surgent's Successfully Completing an Estate Tax Return -- Form 706

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Online

2.00 Credits

Member Price: $99

Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the “portability” rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues

Surgent's Essential Depreciation and Expensing Update

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Online

4.00 Credits

Member Price: $159

Resolved technical glitches for qualified improvement property Detailed coverage of §179 expense elections and §168(k) bonus or additional first-year depreciation – how to maximize them, definitions, limitations, qualified property, etc. Sale of property and the depreciation recapture rules (§1245, §1250, unrecaptured §1250 gain for real estate, §291 for corporations) MACRS depreciation – finding the proper method, convention, and recovery period Listed property and the current limitations Amortization of start-up, organization, and other expenditures AMT depreciation adjustments and how to avoid them Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities

Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know

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Online

4.00 Credits

Member Price: $159

Timely coverage of breaking tax legislation Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0  A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals

Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp

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Online

4.00 Credits

Member Price: $159

How to find unrelated buyers of a business Maintaining control of the business succession process Turning over the reins to family members: when to give up control Finding the right team to sell a business Options for selling a business to an unrelated party Options for selling a business to family members Options for selling a business to employees Overcoming the emotional attachment to a business Selling to family members for a life annuity Using family partnerships and trusts to transfer a business

Internal Control Frameworks for Single Audit

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Online

1.00 Credits

Member Price: $59

COSO 2013 Update Yellowbook Accounting

Coaching Leaders to Handle Sensitive Employee Relations Situations

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Online

1.20 Credits

Member Price: $59

Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions  

White-Collar Crime: What Every CPA Should Know

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Online

2.00 Credits

Member Price: $109

Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime

Expand Your Analytical Toolbox More Tools for Success

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Online

4.00 Credits

Member Price: $159

5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full