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CPE Catalog & Events

Showing 21883 Webinars Results

Critical Thinking for Financial Professionals

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Webinar

1.00 Credits

Member Price: $55

Two Systems of ThinkingSystem 1System 2 How cognitive bias can cause you to make bad decisions Anchoring Availability The Dunning-Kruger Effect The Ikea Effect The Rhyme as Reason Effect Substitution 6 Tips for making better decisions

2024 Guide to Depreciating & Expensing Business Assets

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Webinar

2.00 Credits

Member Price: $79

Recent tax legislation and developments related to depreciation and capitalization Eligible property for Section 179 and Section 168(k) Discussion of the Section 179 deduction and its use to depreciate real property The Section 168(k) deduction and its use to depreciate real property Disposition of segments of real property Exchanges of tangible personal property after repeal of the like-kind exchange rules

Cost and Pricing Models: Creating an Effective Tool

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Webinar

2.00 Credits

Member Price: $79

Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit

Current Issues in Performing Yellow Book Audits

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Latest developments relevant to Yellow Book auditsBe prepared to avoid the most commonly misapplied concepts on audits performed in conformance with Government Audit Standards

What's Going on at the GASB (2024)

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.GASB standards coming down the pike.

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

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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

Emotional Intelligence

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Webinar

1.00 Credits

Member Price: $39

Emotions Relationships

Understanding the "Most Common" Form 990 Schedules: A,B & C

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Webinar

2.50 Credits

Member Price: $89

The major topics that will be covered in this class include:What 990 preparers need to know about the benefits of a 501(c)(3) organization being a public charity rather than a private foundation (and how Schedule A, Part I "claims" such status) The public policy precepts and resulting emphasis preparers must apply in approaching the predominant (and easier) "public support test" in favor of completion of Schedule A's Part II The overarching needs behind preparing Schedule B for filing and, as necessary, its related worksheet: which donors are to be listed and with what identifying information required to be provided to the IRS, depending on 501(c) status of the filer; and what information 501(c)(3) filers will omit from the public inspection copy of the 990Introduction to the baselines driving each of the Schedule C's three Parts: undertaking electioneering in favor of, or opposition to, candidates or the political parties supporting them (Part I); lobbying reporting when same is undertaken either in the tax year (for non-electors) or regardless of activities, when a 501(h) election is in place (Part II); and the existence of the so-called "proxy tax" and its demands when 501(c)(4), (5) or (6) organizations with dues-paying members incur electioneering or lobbying expenses as determined by a Code section that tracks non-exempt organization definitions

It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims

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Webinar

1.00 Credits

Member Price: $39

Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.

2024 Yellow Book Update

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Webinar

2.00 Credits

Member Price: $79

Quality Management Risk Assessment SQMS Independence

Cash Management: Strategies for Long-Term Success

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Webinar

2.00 Credits

Member Price: $79

Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash?  Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls

The Tax Practitioners Guide to Estate Administration

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Webinar

2.00 Credits

Member Price: $79

Estate settlement issues   Collection and accounting of assets   Determining the legitimacy of debts and creditors   Payment of creditors   Distribution issues   Probate issues   Will contests   Inventory of assets   Fiduciary duties   Rights of creditors, third parties, and beneficiaries   Federal estate tax issues   State death tax issues    Ancillary estate administration issues   Fiduciary accounting issues   Special issues regarding trusts  

10 Ways to Create Delighted Clients and More Referrals

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Webinar

4.00 Credits

Member Price: $129

Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that

Controls to Secure the Growing Digital Footprint

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Webinar

4.00 Credits

Member Price: $149

The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices

2024 Annual Update for Governments and Not-for-Profits

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Webinar

8.00 Credits

Member Price: $225

Compensated Absences Financial Reporting Model 2024 Compliance Supplement Yellow Book Quality Management

The Single Audit from Beginning to End Update

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Webinar

8.00 Credits

Member Price: $225

Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence

Best Practices For An IRS Levy Or Wage Garnishment

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Webinar

1.00 Credits

Member Price: $55

The major topics covered in this course include:Learning the pre-levy notice requirements.Knowing what the levy exemptions are.Proposing levy alternatives.Understanding the difference between wrongful levy versus erroneous levy.Knowing how to employ levy mitigation techniques.

Be the Sun, Not the Salt, featuring Harry Cohen and John Daly

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Webinar

1.00 Credits

Member Price: $39

What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing

2024 How to Choose the Right Business Entity for Your Client

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Webinar

2.00 Credits

Member Price: $79

Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations Impact of the Section 199A deduction Ramifications of the C to S election and the S to C election Corporate tax rate to individual tax rate comparison examples

CFO Series: Accepting Perfectionists: Understand & Adapting

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Why perfection is not obtainable.The wonderful attributes of perfectionists and...The not so wonderful attributes of perfectionists.Why most attempts to deal with perfectionists fail.Why many perfectionists are procrastinators and masters of self-punishment.Tactics to help the perfectionist become more effective.