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CPE Catalog & Events

Showing 12826 Webcasts Results

Proper Financial Accounting for Partnerships and LLCs

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Online

4.00 Credits

Member Price: $159

Importance of Partnership capital accounts Book vs tax capital accounts Partnership capital contributions Section 704(b) capital rules and OCBOA GAAP balance sheet impact of capital contributions Bonus and Goodwill methods Ceiling Rule and Remedial allocations GAAP partner capital accounts

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

FASB Update and Review

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Online

2.00 Credits

Member Price: $109

FASB updates that will affect near-term reporting Future topics that may soon be addressed by the FASB

Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions

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Online

2.00 Credits

Member Price: $99

Funding options for Roth accounts 529 plans to Roth IRAs Backdoor Roth strategies The new Roth SEP and Roth SIMPLE IRAs Roth 401(k) contribution rules The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth 401(k)s and Roth IRAs Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans The risky recapture of the 10% penalty How the ordering rules work and when they apply FIFO rules for Roth IRAs Case studies and cheat sheets to reinforce concepts

Surgent's Raising Financially Capable Children

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Online

2.00 Credits

Member Price: $99

Discussion of the importance of financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards, crypto, and financial fraud

Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities

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Online

3.00 Credits

Member Price: $149

How to calculate a partner or S corporation shareholder’s basis Form 7203 and an S corporation shareholder’s basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation

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

Tax Season Update with Steve Dilley

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Online

8.00 Credits

Member Price: $159

Update and integration of recent tax legislation impacting 2025 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit; Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2025 and 2026 tax rate schedule and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships

SEC Case Studies: Ethical Dilemmas in Finance and Accounting

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to Ethics and Ethical DilemmasEthical Codes and Professional StandardsFraud and the Fraud TriangleEthical Decision-Making ModelsFinancial Statement Manipulation TacticsCash Flow and Key Metrics Misrepresentations

Understanding the Tax Implications of Retirement Plan Distributions

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Online

1.00 Credits

Member Price: $59

Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0

The Controllership Series - Addressing Budgeting Uncertainty

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Online

1.00 Credits

Member Price: $59

Accounting Finance

The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty

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Online

1.50 Credits

Member Price: $79

Accounting Finance Cashflow

Global Internal Audit Standards (GIAS) Domain V - Part 1

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Online

2.00 Credits

Member Price: $109

Internal Audit Internal Controls Standards Institute of Internal Auditors

Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers

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Online

2.20 Credits

Member Price: $109

Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.

2025 Governmental GAAP Update: Navigating GASB Standards

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.  

Building Personal Leadership Skills

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Online

4.00 Credits

Member Price: $159

Leadership Personality Types Communication Uses of AI in the work place

Finding Errors in Excel Spreadsheets

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.

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

Contract and Procurement Fraud

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Online

2.00 Credits

Member Price: $109

Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards