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CPE Catalog & Events

Conferences/UACPA Classes 53 Chapter/Special Events 13 Ethics 1514 Webinars 12193 OnDemand/Self Study 797 All 14567

Showing 12193 Webinars Results

Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers

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Webinar

1.00 Credits

Member Price: $79

Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.

Navigating IRS Collections: Understanding Form 433 & Offer in Compromise

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Webinar

2.00 Credits

Member Price: $79

Overview of the IRS collection process and enforcement actions Initial notices, taxpayer rights, and IRS timelines When to use Forms 433-A or 433-B and required documentation Offer in Compromise (OIC): criteria, process, and practical considerations Payment options: installment agreements, partial payment plans, and OIC Advising clients on IRS collections and avoiding penalties Compliance strategies for minimizing tax liabilities Real-world scenarios and examples for tax debt resolution

Surgent's Handling Difficult People

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Webinar

2.00 Credits

Member Price: $99

Be familiar with the nature and sources of difficult behaviors in the workplace, as well as strategies for addressing them Understand a proven formula for handling difficult people Utilize a problem-solving model to brainstorm strategies for working effectively with challenging individuals Implement a step-by-step process to resolve conflicts between yourself and others within your organization Apply the hostility curve as a tool to maintain control in situations involving angry or upset individuals Implement new strategies for managing your emotions in difficult interactions Understand the impact of attitude on interactions with others Create a personalized action plan for applying course strategies in your workplace

Proper Financial Accounting for Partnerships and LLCs

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Webinar

4.00 Credits

Member Price: $129

Importance of Partnership capital accounts Book vs tax capital accounts Partnership capital contributions Section 704(b) capital rules and OCBOA GAAP balance sheet impact of capital contributions Bonus and Goodwill methods Ceiling Rule and Remedial allocations GAAP partner capital accounts

2025 Annual Update for Governments and Not-for-Profits

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Webinar

3.00 Credits

Member Price: $209

Not for Profit Governmental Auditing & Accounting Yellowbook

Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis

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Webinar

8.00 Credits

Member Price: $300

Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 – S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder’s stock and debt basis and a partner/member’s outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner’s individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder’s stock in a S corporation and a partner’s interest in a partnership What constitutes debt basis for a S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt effect a partner or member’s basis calculations and amount at-risk

2025 Business Federal Tax Update - Navigating the Current Tax Landscape

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Webinar

8.00 Credits

Member Price: $225

Thorough exploration of essential IRC Sections pertinent to business income taxation Comprehensive assessment of recent changes and updates in business taxation Examination of business changes arising from significant legislative updates Analysis of pertinent tax code sections, including Section 199A Addressing tax considerations for various business schedules (C, F, and E) Navigating partnership, corporation, and LLC taxation issues Unpacking the complexities of COVID-19-related subsidies and their tax implications Interaction of Code Section 461(l) with Section 382 and carryover rules Understanding defaulted loans, bankruptcy implications, and their tax treatment Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation Special rules governing the business use of a home Reporting requirements for converting personal use property to business use

K2's Accountant's Guide To QuickBooks Online

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Webinar

4.00 Credits

Member Price: $225

• Understanding your QBO subscription and licensing options • Recording routine and non-routine transactions in QBO • Importing and exporting data to/from QBO • Creating effective reports • Describing the process for integrating third-party applications with QBO • Troubleshooting issues with QBO reports and data

A Fox in the Henhouse/Courthouse

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Webinar

1.00 Credits

Member Price: $39

Internal Controls Fraud Prevention Fraud Investigation

Maximizing the Tax Benefits of an Installment Sale

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Webinar

1.00 Credits

Member Price: $29

Installment sale treatment eligibility When to elect out of installment sale treatment Installment sales of business assets Installment sale default and the rules for personal property vs real property Depreciation recapture

Crypto, Blockchain and Taxes

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Webinar

1.00 Credits

Member Price: $79

Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets

Google Gemini AI for Accountants

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Google Gemini Quick StartGemini Standalone ChatbotMobile AppGemini integration with:WorkspaceGmailDocsSheetsSlidesUser Tips

Taxation of the Cannabis Industry

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Webinar

2.00 Credits

Member Price: $79

Historical context of U.S. taxation Industrial hemp vs. marijuana Income definitions under I.R.C. §61 Tax code restrictions: §280E and §471 State-specific marijuana laws Cash management in cannabis businesses Federal court case analysis

What Every CPA Should Know About Fraud 25-26

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Webinar

4.00 Credits

Member Price: $175

How is fraud detected The role of external auditors in finding fraud Revenue recognition issues Corrupt management Data mining Physical and biometric controls

Forensic Accounting: When The Office Is A Crime Scene

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Webinar

4.00 Credits

Member Price: $149

The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions

Estate Planning Strategies Using Irrevocable Trusts 25-26

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Webinar

6.00 Credits

Member Price: $259

President Biden s campaign promises and historical positions on estate planning The gift, estate, and income tax treatment of irrevocable trusts The benefits of spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts

Strategies for Tax Dispute Resolution 25-26

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Webinar

8.00 Credits

Member Price: $329

Examination process: organization of IRS, standards for return selection; AICPA SSTS (revised), Circular 230 guidelines, amended returns and approaches to resolving examination problems Civil penalties, delinquency penalties, accuracy-related penalty, fraud penalty, preparer penalty, promoter and protestor penalties and foreign information return penalty regime Audits and administrative appeals, nature and scope; docketed v. nondocketed appeals, appeals conferences and settlement approaches Collection process: significance of assessment; nature of tax liens and levies, installment agreements, collection due process, offers in compromise and bankruptcy Tax fraud: civil tax fraud badges, criminal tax fraud violations, defenses, voluntary disclosures the role of Kovel accountant Judicial proceedings: Tax Court process, federal district court, Court of Federal Claims and California Superior Court

Exploring the New Lease Accounting Standard

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates

An Exceptional Leader C.A.R.E.S.

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Webinar

1.00 Credits

Member Price: $39

Leadership strategies to improve mental health in the workplace Self-care techniques Empowering HR

Rewards & Recognition Strategies for Leaders

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Webinar

1.00 Credits

Member Price: $39

Leadership Recognition Total Rewards Employee Engagement