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CPE Catalog & Events

Conferences/UACPA Classes 55 Chapter/Special Events 8 Ethics 3034 Webinars 24348 OnDemand/Self Study 145 All 27591

Showing 24348 Webinars Results

Planning for Small Business Success

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Webinar

4.00 Credits

Member Price: $129

The integrated planning model                   The strategic plan             Linkage with Performance Based Management               Tracking success             Real world examples       

Accounting Industry Update 25-26

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Webinar

8.00 Credits

Member Price: $329

FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards

OCBOA Case Studies 25-26

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Webinar

8.00 Credits

Member Price: $329

Income tax-basis financial statement presentations Cash and modified-cash financial statement presentations Innovative and EBITDA type reports OCBOA engagements AICPA Financial Reporting Framework for Small- and Medium-Sized Entities

U.S. GAAP Disclosures for Non-Public Entities 25-26

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Webinar

8.00 Credits

Member Price: $329

FASB Accounting Standards Codification disclosure requirements An overview of the disclosure landscape How materiality enters into disclosure decisions Navigating the FASB Codification

Integrate ChatGPT into Your Client Advisory Services-Updated

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business

Audit Skills for Beginners

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Webinar

4.00 Credits

Member Price: $129

Professional skepticism – Creating a mindset for finding fraud and error Audit documentation basics – Creating workpapers that pass review The audit risk model – Understanding the foundational principles Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting

How to Get a Better Return on Financial Statement Audits - Avoiding the Most Misapplied Risk-Based Audit Concepts

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Webinar

8.00 Credits

Member Price: $225

Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental) Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details The most common efficiency opportunities for tailoring your audit approach based on risk How to use the workpaper review process as a tool for producing a more effective and efficient engagement Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose How to use the client to your advantage in planning and performing the audit Learn how to get the engagement out the door – on time and on budget! 

Tax Implications of Retirement Plan Distributions

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0

Partnership Property Distributions and the New Form 7217

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Webinar

1.00 Credits

Member Price: $29

Property distributions in liquidation of a partner's interest Section 751 and its impact on property distributions from a partnership Mechanics of completing Form 7217 - new for 2024 The Section 754 election and its role in partnership property distributions

K2's CRM - The Ultimate Business Automation Tool

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Webinar

2.00 Credits

Member Price: $79

Overview of CRM functionalities tailored to accounting, including customizations and integrations Integrated tools that leverage CRM data for automating tasks and improving efficiency Strategies for successfully adopting a CRM platform and solutions to overcome common challenges

Surgent's Managing Millennials

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Webinar

2.00 Credits

Member Price: $99

Understanding who millennials are and what distinguishes them from other sectors of the workforce Changes millennials seek in the workplace Suggestions on engaging and developing millennials Best practices by organizations who have successfully integrated millennials Expectations as to learning, development and training Work environments and schedules School to work transitions Views on salary, benefits and corporate ethics Whether millennials’ expectations are significantly different from any other generation Strengths millennials offer which set them apart from others Common myths pertaining to millennials Definitions of success

Surgent's Essential Depreciation and Expensing Update

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Webinar

4.00 Credits

Member Price: $159

Resolved technical glitches for qualified improvement property Detailed coverage of §179 expense elections and §168(k) bonus or additional first-year depreciation – how to maximize them, definitions, limitations, qualified property, etc. Sale of property and the depreciation recapture rules (§1245, §1250, unrecaptured §1250 gain for real estate, §291 for corporations) MACRS depreciation – finding the proper method, convention, and recovery period Listed property and the current limitations Amortization of start-up, organization, and other expenditures AMT depreciation adjustments and how to avoid them Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities

Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know

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Webinar

4.00 Credits

Member Price: $159

Timely coverage of breaking tax legislation Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0  A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals

Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp

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Webinar

4.00 Credits

Member Price: $159

How to find unrelated buyers of a business Maintaining control of the business succession process Turning over the reins to family members: when to give up control Finding the right team to sell a business Options for selling a business to an unrelated party Options for selling a business to family members Options for selling a business to employees Overcoming the emotional attachment to a business Selling to family members for a life annuity Using family partnerships and trusts to transfer a business

Internal Control Frameworks for Single Audit

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Webinar

1.00 Credits

Member Price: $39

COSO 2013 Update Yellowbook Accounting

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

Coaching Leaders to Handle Sensitive Employee Relations Situations

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Webinar

1.20 Credits

Member Price: $39

Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions  

White-Collar Crime: What Every CPA Should Know

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Webinar

1.00 Credits

Member Price: $79

Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime

K2's Case Studies in Fraud and Technology Controls - 4 Hours

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Webinar

4.00 Credits

Member Price: $129

Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim

Expand Your Analytical Toolbox More Tools for Success

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Webinar

4.00 Credits

Member Price: $129

5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full