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CPE Catalog & Events

Conferences/UACPA Classes 50 Chapter/Special Events 8 Ethics 2968 Webinars 23733 OnDemand/Self Study 145 All 26905

Showing 23733 Webinars Results

Partnership Essentials: Tax Basis Capital Accounts

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Webinar

2.00 Credits

Member Price: $79

Importance of tax basis capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1

The Preparation of Form 709 - Line-by-Line

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Webinar

2.00 Credits

Member Price: $79

Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation

The Controllership Series - Sales, Collections and Customer Credit

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Webinar

1.50 Credits

Member Price: $59

Accounting Sales Collections

Common Yellow Book & Single Audit Deficiencies

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Webinar

4.00 Credits

Member Price: $129

Auditing Yellowbook COVID-related funds

The Controller Function - Cash and Investments

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Webinar

1.40 Credits

Member Price: $39

Accounting Finance

Compilation, Preparation and Review Basics and Peer Reviews

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.

Strategic Government Budgeting: Tools for Long-Term Sustainability

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Webinar

2.00 Credits

Member Price: $79

Forecasting & Budgeting Auditing & Accounting Yellowbook

Surgent's Guide and Update to Compilations, Reviews, and Preparations

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Webinar

4.00 Credits

Member Price: $159

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 Sample comprehensive engagement work programs for preparation, compilation, and review engagements

Surgent's Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions

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Webinar

4.00 Credits

Member Price: $159

Three different types of basis Contributions of property IRC 704(b) – Capital Accounts and Special Allocations Contributions of property and debt Contributions of services IRS Notice 2020-43

Partnership Checkup: Tax Issues & Forms Reporting

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Webinar

4.00 Credits

Member Price: $129

Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Impact of contributed property Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process Discusses how S corporation losses impact Form 1040 Schedule E reporting How to get from the Schedule K-1 information to the basis calculations

Building Personal Leadership Skills

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Webinar

4.00 Credits

Member Price: $129

Leadership Personality Types Communication Uses of AI in the work place

Comprehensive FASB & AICPA Update for Tax Professionals 25-26

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Webinar

8.00 Credits

Member Price: $329

Broadly applicable ASU effective in 2024 and beyond Significant recent SAS Tax-basis financial statements Statements on Quality Management Standards

Partnership & LLC (Form 1065) - Formation to Liquidation 25-26

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Webinar

8.00 Credits

Member Price: $329

Extensive review of the partnership tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025 Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the 704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and 704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions - cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests 754 optional basis adjustments and mandatory adjustments

You Don't Know What You Don't Know About Microsoft Excel

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Webinar

8.00 Credits

Member Price: $239

The major topics covered in this course include:Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function libraryNote: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.

How to Start a CFO Service

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:What business owners really want from a CFO/business advisory service (it's not what you think).How to determine if you're qualified to provide CFO/business advisory services.Why now is the right time to be providing CFO/business advisory services.How to get new clients to your practice and how to approach existing clients.Why clients need you and why you need them.How much you should be charging for this type of service.How to provide a CFO/business advisory service in the most efficient way possible.

Using ChatGPT with Excel

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros

Communication Miracles At Work and In Life - Part 1

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Webinar

1.00 Credits

Member Price: $129

1.    Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2.    How to create trust and get people to like working with you 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 3.    How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4.    Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use

Analytical Procedures for Nonprofits

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Webinar

2.00 Credits

Member Price: $79

How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits The required elements of a substantive analytic procedures to address detection risk Tips and traps of applying an analytic approach to satisfy audit objectives Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users Common ratios and trends to assess liquidity, operating efficiency, leverage, and more

Introduction to Single Audit

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Webinar

2.00 Credits

Member Price: $79

Single Audit Accounting & Auditing Yellowbook

Drive Results with Metrics

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Webinar

2.00 Credits

Member Price: $79

Performance Metrics Budgets