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CPE Catalog & Events

Showing 12943 Webcasts Results

Internal Controls for Small and Medium-Sized Entities

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Online

1.00 Credits

Member Price: $59

Overview of controls Preventative controls Detective controls Controls for SMEs

Retirement Planning: Next Stage for You or Your Client

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next

Surgent's Engagement and Client Retention Best Practices

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Online

2.00 Credits

Member Price: $119

Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets

Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate

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Online

3.00 Credits

Member Price: $149

The federal transfer tax exemption  What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent’s residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount

Financial Statement Presentation and Disclosure

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Online

4.00 Credits

Member Price: $159

U.S.  GAAP and Special purpose frameworks Form and content of financial statements: Balance sheets Income statements; Statements of cash flows Retained earnings and/or owners’ equity statements Comprehensive income Supplementary information Comparative vs. single-period financial statements Sufficiency of disclosures Illustrative disclosures frequently encountered in small-to-medium reporting entities Industry-specific nuances

Technology Trends Update for CPAs with John Higgins

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsBig data and data analytics the new frontier for CPAsWorkflow automation with RPA, ML and AI with a focus on ChatGPTBlockchain technology, the revolutionary data storage modelCryptocurrency 15 years later, an update on the market and technologyMetaverse - what's it all aboutCloud based financial and ERP software market update

Generative AI Strategy for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Evolution and current state of AI technologies in accountingDevelopment of comprehensive AI usage policies and guidelinesImplementation frameworks for integrating AI into accounting workflowsStrategic approaches to AI-driven process automation and optimizationMethods for identifying and capitalizing on AI opportunitiesBest practices for human-AI collaboration in accountingRisk management and ethical considerations for AI implementation

Fraud Risk Management

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Online

2.00 Credits

Member Price: $109

Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools

Nonprofit Taxation Rules and Form 990

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Online

2.00 Credits

Member Price: $109

Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive

Ethics: 10 Crucial Qualities of High Character CPAs

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so

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

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Online

2.00 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

Get started with Power BI

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.

Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts

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Online

2.00 Credits

Member Price: $109

Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another How to determine a partner's share of the partnership's liabilities Distinguishing "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" & loans and how they affect partners Section 704 "built-in gain or loss" & ules and how they impact Schedule K-1 reporting Section 465 "at risk" rules and how they impact Schedule K-1 reporting 

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

The New AICPA Statements on Standards for Tax Services

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Online

2.00 Credits

Member Price: $109

Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities

Surgent's Mastering Accounting for Income Taxes

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Online

4.00 Credits

Member Price: $159

The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Recent and proposed changes to the accounting and disclosure requirements for income taxes

Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know

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Online

4.00 Credits

Member Price: $225

Revenue recognition overview Identifying the contract with a customer and performance obligations Transaction price

Leading and Managing the Accounting Department

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Online

4.00 Credits

Member Price: $159

Accounting Leadership Management

How Changes in Business Methods Affects Internal Control

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Online

8.00 Credits

Member Price: $239

The major topics covered in this class include:How is business changing.What is driving the change and how long will it last.How specifically is an organizations control system important.What steps are needed to “keep up” with the upheaval.

Leases: Mastering the New FASB Requirements

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Online

8.00 Credits

Member Price: $349

Lease classification Amortization of the lease asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions Presentation and disclosure requirements