CPE Catalog & Events
Seeing Patterns Others Don't: The Magic of Systems Thinking
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this course include: Mediating and moderating variablesSituational awarenessSystems thinkingData screening methods
Clear. Confident. Compelling. - Communication Strategies for Women in Business
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Webinar
1.00 Credits
Member Price: $39
You'll Learn: What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you. What your body language may be communicating about your overall confidence, capability, and self-assuredness You'll Find: More effective ways to communicate as a female leader Skills to display and communicate confidence while inspiring trust and increasing credibility
Leaders Eat Last: The Characteristics of Great Leaders
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Webinar
2.00 Credits
Member Price: $79
What does "Leaders Eat Last" mean Understand human nature and how we work together or not Leadership skills can be taught True leaders care The need for trust Practical lessons from gifted leaders Steps to become a better leader
Accounting for and Auditing Cryptocurrency & Digital Assets
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Getting Ahead: The Art of Marketing for CPAs
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Webinar
4.00 Credits
Member Price: $129
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
Partnership Checkup: Key Tax Issues & Forms Reporting
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Webinar
4.00 Credits
Member Price: $129
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 Distinguishing “recourse” loans from “nonrecourse” loans What are “qualified nonrecourse financing” loans and how they affect partners Review of the Sec. 704 “built-in gain or loss” and Sec. 465 “at risk” rules and how they impact Schedule K-1 reporting Schedules K-2 and K-3 How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Comprehensive example to illustrate the mechanics of the basis determination process
Essential Skills for Financial Leaders Conference
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Webinar
4.00 Credits
Member Price: $129
Why building trust is essential How trusting relationships makes us more effective Steps to build trust The surprising backgrounds of CFOs Non-technical skills you need to be a CFO How to improve your skills every day How to gain better control over cash flow Techniques to project sort terms cash flows Techniques for projecting cash beyond the next quarter Recent trends in financial management Insights from the COVID crisis Skills you’ll need for tomorrow
K2's 2023 Microsoft 365/Office 365 - All The Things You Need To Know
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Webinar
8.00 Credits
Member Price: $225
Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
Individual Tax Fundamentals
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Webinar
8.00 Credits
Member Price: $332
Filing requirements and personal exemptions Gross income inclusions, exclusions, and adjustments Travel and entertainment Standard and itemized deductions Tax credits Tax phase-out provisions for high income taxpayers 3.8% net investment income (NII) tax Income exclusions Hot tax planning strategies for individuals and small businesses Roth IRA, IRA, and retirement plan options Section 199A qualified business income deduction
The Best Individual Income Tax Update Course by Surgent
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Webinar
8.00 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements and transiional filing relief Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Donor Advised Funds Residency and Domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements An overview of virtual currency, including recent developments The Independent Contractor vs. Employee Conundrum continues State of the IRS Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Transform Your Organization With Office 365 and Teams
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Orientation to the Office 365 ecosystemStrategic value of deploying Office 365Using the Teams app as the central hub for your online communications and collaborationSetting up your file management system with SharePoint and OneDriveLeveraging the Office 365 mobile apps to take your office on the roadUsing the Planner app to track and manage team projectsHarnessing the Forms app to convert your forms to digitally fillable online formsOrientation to the Office 365 Admin appLightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offerTips and best practices for developing your Office 365 deployment strategy
Audits of Employee Benefit Plans Subject to ERISA
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Webinar
8.50 Credits
Member Price: $332
ERISA reporting requirements Audit planning and pre-engagement activities Risk assessment, including consideration of internal control Auditing considerations, including prohibited transactions and tax compliance The auditor's report Financial statement disclosures Supplemental schedules
MBAexpress: Smarter Decision Making - version 2.0
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Webinar
1.00 Credits
Member Price: $71
Decision-making styles Solving problems Decision fatigue Organizational factors Anchor effect Psychological factors
SOC School Debrief - The Most Commonly Asked Questions
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Webinar
1.00 Credits
Member Price: $71
Complementary User Entity Controls (CUEC). Subservice organization determinations. SOC 2+ reporting. Sufficient tests of design. Non-operating controls. Points of focus.
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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Webinar
2.00 Credits
Member Price: $79
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
Inventory Accounting: GAAP, Software and Variance Recognition
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Webinar
2.00 Credits
Member Price: $79
GAAP/IFRS for inventory Understanding Inventory software - Inventory master files - Bill of Materials (BOM) - Indented Bill of Materials - Routings Variance recognition Keeping costs current
Analytical Procedures: Practical Applications and Standards
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Webinar
2.00 Credits
Member Price: $79
Discussion of analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures.
Partnership Essentials: Tax Basis Capital Accounts
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Webinar
2.00 Credits
Member Price: $79
Reporting negative tax basis Tax accounting for property contributed to a partnership Pre-contribution appreciation Effect of the Ceiling Rule Allocation of depreciation to partners Form 1065, Schedule K-1 Tax basis capital accounts
Surgent's Efficient 401(k)/SBO-K and Profit-Sharing Plan Strategies for Your Small Business Clients
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Webinar
2.00 Credits
Member Price: $99
Coverage of applicable provisions of SECURE Act 1.0 and SECURE Act 2.0 Funding a 401(k) plan after year-end Benefits that help to offset plan expenses How to add the Roth 401(k) feature to a 401(k) plan Factors to consider when choosing between a 401(k) and a profit-sharing plan Multiple plans: Limits when an individual participates in multiple plans How to Determine who is eligible for an SBO-K/Solo-K Plan When a profit-sharing plan is suitable for a small business How to use the vesting feature to help prevent high turnover of employees Employees that must be covered Employees who are excludible Persuasive arguments for convincing small businesses to set up a retirement plan
Surgent's Food, Beverage, and Entertainment Expensing
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Webinar
2.00 Credits
Member Price: $99
Special rules for 2021 and 2022 allow 100% deductibility for meals IRS rules relating to the nondeductibility of activities considered entertainment or amusement What constitutes entertainment for tax purposes? When are meals deductible and at what rate once the special rules applicable to 2021 and 2022 no longer apply When employers may deduct food and beverages provided to employees Special rules for per diem meal payments for 2021 and 2022