CPE Catalog & Events
Surgent's Engaging and Managing Young Professionals
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Webinar
2.00 Credits
Member Price: $99
Characteristics that are more dominant among younger working professionals and what distinguishes them from other sectors of the workforce Changes younger professionals seek in the workplace Suggestions on engaging and developing younger workers Best practices by organizations who have successfully integrated younger professionals Expectations as to learning, development, and training Work environments and schedules School-to-work transitions Views on salary, benefits, and corporate ethics Whether younger professionals’ expectations are significantly different from any other generation Strengths younger professionals offer which set them apart from others Common myths pertaining to younger professionals Definitions of success
Surgent's Making Sense of Essential OBBBA Provisions
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Webinar
2.00 Credits
Member Price: $119
Bonus and Section 179 depreciation Depreciation of qualified production property The business interest deduction Tax on excess compensation within tax-exempt organizations Excise tax on investment income of private colleges ABLE accounts and the Saver’s Credit Child Tax Credit Casualty losses Other crucial OBBBA provisions
ACPEN: SSARS Essentials: Best Practices for Review, Compilation, and Preparation Engagements
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Webinar
4.00 Credits
Member Price: $149
The SSARS landscape Review engagements Compilation engagements Preparation engagements Selecting from the menu of SSARS engagements AICPA quality management standards Independence and other ethical considerations Considerations when changing the level of service Pitfalls to avoid Best practices to adopt
How SAS Nos. 134-145 Improve Risk-Based Audits
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145
ACPEN: A Practitioner’s Guide to IRAs and Qualified Retirement Plans
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Webinar
8.00 Credits
Member Price: $250
Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals
ACPEN: The Single Audit from Beginning to End Update
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Webinar
8.00 Credits
Member Price: $250
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
Spring Tax Update with Steve Dilley
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Update and integration of the most recent tax legislation impacting individual and business taxpayers.Review of individual and business provisions of the Inflation Reduction Act.Update on significant individual and business tax developments related to cases and rulings.Update on earned income credit, child credit, and child and dependent care credit.Crypto reporting update.Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.Tax issues impacting "gig" workers, including Form 1099-K.Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions.
Take Command of your Time
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Webinar
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
ACPEN: Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
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Webinar
1.00 Credits
Member Price: $39
Communications Self-Awareness Leadership
Overcoming Tech Adoption Challenges in CPA Firms
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Webinar
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Five critical technology adoption challenges facing CPA firms today Digital maturity assessment models and implementation frameworks AI integration strategies for tax, audit, and advisory services Cybersecurity considerations and risk management protocols Case studies of successful technology transformations in accounting firms
ACPEN: New PCAOB Quality Control Standard Overview
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Webinar
2.00 Credits
Member Price: $89
Background of the new PCAOB Quality Control Standard Overview of the elements of a quality control system Examples of quality risks and potential responses Highligts of what is different between the AICPA Quality Management Standard
Mastering the Excel Lookup Functions
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions
ACPEN: The Art of Marketing for CPAs
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Webinar
4.00 Credits
Member Price: $149
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
ACPEN: Accommodation Requests - Substance Abuse - Contagious Infections
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Webinar
1.00 Credits
Member Price: $39
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
ACPEN: What Is Your Brand Reputation?
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Webinar
1.00 Credits
Member Price: $39
Presence
Business Partnerships: Managing Supplier Relationships
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials
ACPEN: The Controllership Series: The Controller's Role in Debt Management
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Webinar
1.50 Credits
Member Price: $79
Accounting Treasury Finance
ACPEN: IFRS vs. US GAAP - Major Accounting Differences
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Webinar
2.00 Credits
Member Price: $89
Explore major differences in the design and structure of IFRS vs. U.S. GAAP Discover significant differences in financial statement presentation and disclosure principles, including: Periods required to be reported Interim financial reporting Debt classification, and more Recognize significant differences in initial recognition and subsequent measurement standards, including: Consolidation Equity method investments
ACPEN: Taxation of Non-fungible Tokens (NFTs)
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Webinar
2.00 Credits
Member Price: $89
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs
ACPEN: K2’s Eight Awesome PivotTable Features
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Webinar
2.00 Credits
Member Price: $89
Adding user-defined calculations to PivotTables Enhancing PivotTables with Key Performance Indicators Using PivotTables to consolidate "standard" Excel reports Creative ways to filter PivotTables Linking accounting software data into PivotTables