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CPE Catalog & Events

Conferences/UACPA Classes 82 Chapter/Special Events 16 Ethics 2752 Webinars 23879 OnDemand/Self Study 708 All 27452

Showing 2021-2040 of 23879 Results (Page 102 of 1194)

The Art of Engaging in Difficult Conversations

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Webinar

2.00 Credits

Member Price: $89

The major subjects that will be covered in this course include:Awareness of your mindset entering the conversationTactics to build a pool of meaningClarity around story tellingBiggest mistakes to avoid

Surgent's Preparation and Compilation Engagements Under the SSARS

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Webinar

4.00 Credits

Member Price: $159

Relevant sections of SSARS No. 21, Clarification and Recodification 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. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements

ACPEN: Critical Technical Skills for CFOs and Controllers

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Webinar

4.00 Credits

Member Price: $149

A methodical approach to business and strategic planning Overview of The Balanced Scorecard approach to creating key performance metrics Common metrics for analyzing financial statements and trends Accounting and finance role in Enterprise-wide Risk Management (ERM)

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

ACPEN: Partnership Preparation, Basis Calculations & Distributions – Form 1065 Schedule K & K-1 Analysis

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Webinar

8.00 Credits

Member Price: $300

Extensive review of the partnership tax laws with an emphasis on any new legislative changes Review the Form 1065 to learn how income statement items get reported on the partnership/LLC tax return (i.e., page 1 versus Schedule K) and flow-thru to the partner/members on Schedule K-1 Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual’s Federal income tax return and how the items affect the partner/member’s outside basis Look at detailed Schedule K-1 information reporting to partners/members needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Calculating the tax and §704(b) book capital accounts Reporting recourse and non-recourse debt on the Schedule K-1Tax ramifications and reporting of cash and non-cash distributions including disproportionate distributions of “hot assets” Overview of the §754 election for optional basis adjustments triggering §743 (transfer of interests) and §734 (distributions)

Applying the Uniform Guidance in Your Single Audits

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Webinar

8.00 Credits

Member Price: $319

Introduction to single audits Preparation of the schedule of expenditures of federal awards and determining major programs Understanding, assessing, and testing internal control Testing compliance with federal statutes and regulations and applicable compliance requirements Auditor reporting in a Uniform Guidance compliance audit Program-specific audits Administrative requirements and cost principles in a single audit

How Changes in Business Methods Affects Internal Control

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Webinar

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.

Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs

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Webinar

8.00 Credits

Member Price: $279

Update on latest cases, rulings, and regulations including the final regs Provisions of Revenue Procedure 2022-19: Relief for S corporations Legislative update on retirement plan changes of the SECURE Act 2.0 How to handle liabilities of LLCs Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more Section 199A pass-through deduction planning Partnership planning -- Structuring partnership distributions and transfers of interests Optional basis adjustments -- §§754 and 732(d) Planning for the utilization of §179 and for the scheduled phase out of bonus depreciation  Basis, distribution, redemption, and liquidation issues of S corporations Compensation in S corporations Sale of a partnership -- the best planning concepts What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning Partnership and LLC allocations A brief look at possible future changes to the taxation of pass-through entities The who, what, when, where, and how of the new FinCEN BOI reporting requirements

Surgent's Assessing the Risk of Fraud in a Financial Statement Audit

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Webinar

8.00 Credits

Member Price: $279

The fraud landscape in the United States Fraud risk procedures as updated by recently issued standards Most likely fraud types found in small to mid-sized entities Internal controls to prevent and detect fraud What to do when fraud is identified or suspected Case studies based on recent frauds Cyber fraud schemes and how to prevent and detect them Analytics that can be used as fraud risk procedures Assessing the risk of grant fraud in a Single Audit

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

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Webinar

8.00 Credits

Member Price: $299

Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including recently issued SASs Common mistakes as noted in peer reviews and DOL inspections

The Best Federal Tax Update Course by Surgent

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Webinar

8.00 Credits

Member Price: $299

Comprehensive coverage of the One Big Beautiful Bill Act Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions  The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation 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

Invest in Your Mental Health and Avoid Burnout

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:How to recognize burnout and evaluate where you are on the burnout scale.How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.How mindfulness can reduce stress and save time.Silencing the critical inner voice.Tools to help you become more attuned to your needs and emotions.How attending to and regulating your nervous system impacts your mood and well-being.

Create Measures in Power BI that Define Your Metrics

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.

ACPEN: Strategic Government Budgeting: Tools for Long-Term Sustainability

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Webinar

1.00 Credits

Member Price: $39

Forecasting & Budgeting Auditing & Accounting Yellowbook

ACPEN: The Controllership Series: The Controllers role in ESG

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Webinar

1.50 Credits

Member Price: $79

Environmental Social Sustainability Governance Accounting

ACPEN: The Controllership Series - The Controllers Role in Financial Forecasting

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Webinar

1.50 Credits

Member Price: $79

Accounting Finance

ACPEN: PowerPoint: Tips & Tricks for Today's Accountant

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Webinar

2.00 Credits

Member Price: $89

Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint

ACPEN: K2’s Excel’s Best New Features

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Webinar

2.00 Credits

Member Price: $89

Learn how to work with Dynamic Arrays Using Excel's new XLOOKUP and XMATCH feature Improvements to Power Query and why they matter to you New collaboration and commenting options in Excel

ACPEN: Interview Techniques & Detecting Deception

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Webinar

2.00 Credits

Member Price: $89

Interview techniques Signs of Verbal and Non-verbal communication Planning and preparing for an interview

ACPEN: Asset Misappropriation You Have It – They Want It

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Webinar

2.00 Credits

Member Price: $89

Asset Misappropriation Fraud Opportunities Internal Control Weaknesses Fraudster Mindset Concealment Methods Fraud Risk Assessment Investigative Procedures