Skip to main content

CPE Catalog & Events

Conferences/UACPA Classes 10 Chapter/Special Events 7 Ethics 933 Webinars 7479 OnDemand/Self Study 786 All 9213

Showing 9213 All Results

Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers

-

Webinar

1.00 Credits

Member Price: $39

Persuasion Executive Buy-In Communication Leadership

Introduction to Ethics & Professional Skepticism

-

Webinar

2.00 Credits

Member Price: $79

Code of Ethics for Professional Accountants Yellowbook Auditing

When You Hear Hoofbeats, It May Be a Zebra

-

Webinar

1.00 Credits

Member Price: $39

Internal Controls Fraud Prevention Fraud Investigation

The Radar Phenomenon

-

Webinar

1.00 Credits

Member Price: $39

Internal Controls Fraud Prevention Fraud Investigation

5 Ways Your Onboarding Process Fails to Engage and Retain New Hires

-

Webinar

1.00 Credits

Member Price: $39

Employee Onboarding Employee Experience Employee Engagement Communication Leadership

Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done

-

Webinar

1.00 Credits

Member Price: $39

Personal Productivity Optimizing Performance Reducing Stress Managing Time Improving Results Personal Development Self Leadership Self Awareness

Revenue Recognition - Determine the Transaction Price - Part 1

-

Webinar

1.20 Credits

Member Price: $39

Revenue Recognition Accounting

Liquidity & Uncertainty Disclosures for Nonprofits

-

Webinar

2.00 Credits

Member Price: $79

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

Global Internal Audit Standards (GIAS) Domain II - Part 2

-

Webinar

1.00 Credits

Member Price: $79

Internal Audit Standards GIAS Accounting Internal Controls

Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts

-

Webinar

2.00 Credits

Member Price: $79

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 

K2's Data Security And Privacy Issues And Solutions

-

Webinar

2.00 Credits

Member Price: $79

Understanding the differences between data security and data privacy The major types of security and privacy breaches Key steps you can take to mitigate your risks of becoming another victim

The Controllership Series - The Future Role of the Controller Part 2

-

Webinar

1.50 Credits

Member Price: $59

Accounting and Finance

S Corporations: How to Calculate Shareholder Basis

-

Webinar

2.00 Credits

Member Price: $79

Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest Explain how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations

Professional Ethical Considerations for CPAs

-

Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and moreThe importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies

SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit

-

Webinar

3.00 Credits

Member Price: $99

The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top

Comprehensive Accounting and Financial Reporting Update

-

Webinar

4.00 Credits

Member Price: $149

The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.

AICPA's Annual Federal Tax Update

-

Webinar

8.00 Credits

Member Price: $349

Strategies for tax savings Business entity changes IRS administrative issues, compliance and new forms Court cases settled in the last year that provide tax return guidance Position authority IRS rulings, procedures, and notices for the last year New, updated and expiring tax deductions and credits

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

-

Webinar

8.00 Credits

Member Price: $299

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions  SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters

Surgent's Social Security and Medicare: Planning for You and Your Clients

-

Webinar

8.00 Credits

Member Price: $279

Legislative developments A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit Qualification: Has the client retired? How business entities may be used for Social Security advantage Income taxation of Social Security: avoidance tactics Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits?  Why should both spouses qualify for survivor benefits? Disability benefits When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70 Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know

Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners

-

Webinar

8.00 Credits

Member Price: $279

Schedules K-2 and K-3 and filing exceptions Form 7203  IRS Tax Pro Account  IRS modernization initiatives Information Returns Intake System (IRIS) Identity Theft warnings   IRS guidance for the marijuana industry  “Recycled” Form 1099-NEC to report nonemployee compensation  Form 1065 steps for reporting capital  Centralized audit regime; late filing penalties and small partnership relief  “Substance over Form” argument of shareholder loans  Advanced study of “At-Risk” loans  Employer W-2 correction requests  White House 2025 Budget Points  Don't get caught watching the paint dry -- What is hot and new  What is terminating S corporations today?  Special allocation issues of §704  Final regulations for allocating depreciation recapture to partners and members of LLCs