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CPE Catalog & Events

Showing 10681 Webcasts Results

Mastering Charitable Remainder Trusts and Form 5227 ComplianceCompliance

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Online

2.00 Credits

Member Price: $109

Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing

Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information

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Online

2.00 Credits

Member Price: $119

CPA responsibilities for client data Understanding the risks while traveling Legal and regulatory landscape CPA-specific considerations Data protection techniques and tools Policy and technical safeguards Pre- and post-travel protocols Employee education and compliance

Topic 842 - Implementing Leases Workshop

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Online

4.00 Credits

Member Price: $159

Accounting Yellowbook Leases Standards ASC 842

The Competent Accountant - Mastering the Role of the Controller/ CFO

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Online

4.00 Credits

Member Price: $159

Business Management Organization

New Mergers & Acquisitions: Tricks, Traps, & Terrors

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Online

4.20 Credits

Member Price: $159

Business Management Organization

A Practical Guide to Trusts

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Online

8.00 Credits

Member Price: $295

Trustee responsibilities and trust administration Strategies for probate avoidance and efficient asset distribution Tax treatment of revocable living trusts Marital deductions and bypass trusts Uses of irrevocable trusts in estate planning Benefits of irrevocable life insurance trusts Multi-generational wealth planning with dynasty trusts Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT

PPP Fraud and Financial Professionals

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Online

2.00 Credits

Member Price: $89

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

Ethics - Keeping the Good from Breaking Bad

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Online

1.00 Credits

Member Price: $59

Ethical business behavior Ethical business decisions

Is Activity-Based Costing the Right Tool for Your Organization?

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Online

2.00 Credits

Member Price: $109

ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting Activity-based management

2025 Single Audit Update

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Review of the impact of the 2024 Compliance Supplement on Single AuditsReview of the changes to the Uniform GuidanceReview of common audit deficiencies found in Single Audits

2025 Tax Legislation: The One Big Beautiful Bill

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Online

2.20 Credits

Member Price: $79

The Congressional process in passing tax legislation Major Provisions in the House version of Big Beautiful Bill o Individual o General Business o International o Health Care Accounts o Qualified Opportunity Zones o Industry Specific Provisions o Tax Exempt Organizations o Miscellaneous Provisions

Create Measures in Power BI that Define Your Metrics

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.

Data Analytics: Practical Insights for Today's Accountant

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Online

2.00 Credits

Member Price: $109

Apply new effective tools in business processes Better understand how to use data analytics in public accounting engagements Identify popular software packages that may be useful for accomplishing data analytics

Liquidity & Uncertainty Disclosures for Nonprofits

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Online

2.00 Credits

Member Price: $109

Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements Evaluating the need for going concern and other uncertainty disclosures in the current environment

The Successful Family Business

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Online

4.00 Credits

Member Price: $159

Business Management Organization  

CFO Solutions to IRS Problems

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.

Implementing an AI-Enabled Marketing Strategy for Your Firm

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Module 1: Introduction to AI in Marketing   The Basics of AI – Concepts and TerminologyModule 2: Leveraging AI Tools and Technologies   Overview of AI Tools for MarketingModule 3: Practical Strategies for AI Integration   Integrating AI into Your Marketing WorkflowModule 4: Measuring AI-Driven Marketing Effectiveness   Key Metrics for Assessing AI-Driven CampaignsModule 5: Real-Life Case Studies and Success Stories   Case Studies of Firms Successfully Using AI in MarketingModule 6: Developing Your AI-Enabled Marketing Strategy   Creating a Custom AI Marketing Strategy

Listening to the Statement of Cash Flows

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Online

2.00 Credits

Member Price: $109

Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures

Forensic and Fraud Interviewing Techniques and Skills

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Online

2.20 Credits

Member Price: $109

Forensic Accounting Accounting Auditing Finance

Ethical AI Practices for CPAs: Ensuring Responsible Use

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Understanding ethical implications of AIData privacy and security considerationsCompliance with regulations and professional standardsDeveloping ethical AI policies and procedures