CPE Catalog & Events
The Remote Team Roadmap for Accounting Firms
Friday, July 1 9:00am - 11:00am
Webinar
2.00 Credits
The major topics covered in this class include:Key drivers of virtual accounting practice success: building, engaging, and retaining a remote teamPrepare firms to build a solid framework for creating their own virtual business model and managing a remote team
I want the TRUTH: Preparing to be an Expert Witness
Friday, July 1 10:00am - 11:32am
Webinar
1.50 Credits
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
K2'S Options To Automate Your Tax Preparation Workflow
Friday, July 1 10:00am - 11:40am
Webinar
2.00 Credits
Tax automation software options Learn about the best client collaboration options Leave with a checklist of tools to consider your tax practice
Payroll Help For New or Small Business Entities
Friday, July 1 10:00am - 11:50am
Webinar
2.20 Credits
Entity Selection Schedule C Partnership — 1065 Regular/C Corp 1120 S-Corp/1120S LLC Tax IDs Federal EIN State Withholding State Unemployment Compensation Local Taxes Employment Documents W-4 I-9 Application Payroll
Robotic Process Automation (RPA) for Accountants
Friday, July 1 10:00am - 12:00pm
Webinar
2.00 Credits
RPA overviewTechnology pros and consImplications for the accounting professionCase studies Leading vendors Lessons learned to dateKey resources and communities online Starter strategy for accountants
K2'S Artificial Intelligence For Accounting And Financial Professionals
Friday, July 1 10:00am - 2:00pm
Webinar
4.00 Credits
Information Technology Artificial Intelligence (AI)
S Corporation Essentials: Review and Update
Friday, July 1 10:00am - 2:00pm
Webinar
4.00 Credits
Define the tax consequences and various liabilities for both partnerships and LLCs Discuss the impact of the new Section 199A deduction on partnerships Apply planning opportunities and potential pitfalls
What's Changing in A&A for Governmental Entities
Friday, July 1 10:00am - 2:00pm
Webinar
4.00 Credits
Leases 2018 Yellow Book Uniform Guidance
Remote Auditing: Management and Supervision
Friday, July 1 10:30am - 12:30pm
Webinar
2.00 Credits
The major topics covered in this class include: Challenges of working remotelyBest practices for remote supervision of individualsRemote team management
The Impact of ESG Matters on Financial Reporting and Audits
Friday, July 1 11:00am - 1:00pm
Webinar
2.00 Credits
The major topics covered in this class include:Overview of the impact environmental, social, and governance (ESG) matters have on the financial worldEvolving guidance from the AICPA and other stand-setters related to ESG mattersRisks of material misstatement in financial statements and related disclosures emerging from ESG matters
Surgent's Key Partnership and S Corporation Tax Planning Strategies
Friday, July 1 11:00am - 2:30pm
Webinar
4.00 Credits
Timely coverage of breaking tax legislation Schedules K-2 and K-3 Reporting Requirements Tax Basis Capital Account reporting requirements At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits
Implementing System Changes: Success Planning & Leadership
Friday, July 1 11:30am - 1:30pm
Webinar
2.00 Credits
The major topics that will be covered in this class include:Setting the stage for a successful implementationAssigning the right resourcesCreating and utilizing a project planCommunicating effectivelyProviding post implementation supportRecognizing the winsCapturing lessons learned
Lease Modifications
Friday, July 1 12:00pm - 1:00pm
Webinar
1.00 Credits
accounting requirements for lease modifications Differentiation between requirements for lessees and lessors
The Good, the Bad, and the Ugly: Fraud in Schools
Friday, July 1 12:00pm - 1:36pm
Webinar
1.80 Credits
School fraud Fraud risk factors Fraud triangle Types and examples of school fraud
K2'S Eight Awesome PivotTable Features
Friday, July 1 12:00pm - 1:40pm
Webinar
2.00 Credits
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
Payroll Fraud Information and Discussion
Friday, July 1 12:00pm - 1:51pm
Webinar
2.20 Credits
Problems surrounding Payroll Fraud Dishonest Employees Demographics of Perpetrators Prevalence of Payroll Fraud Employee Theft Statistics Victims: Types of Organizations Ratio of Loss to Number of Employees Methods Fraud is Committed Withholding Tax and Commission Schemes
Upholding Independence While Holding Your Client's Hand
Friday, July 1 12:00pm - 1:52pm
Webinar
2.00 Credits
Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence Review the AICPA's Code of Professional Conduct Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.
Single Audit Update
Friday, July 1 12:00pm - 2:00pm
Webinar
2.00 Credits
Changes to Uniform Guidance ARPA Funding Internal Controls Over Compliance
Top 10 Business Myths and How to Avoid Them
Friday, July 1 12:00pm - 2:00pm
Webinar
2.00 Credits
What are the ten most common business myths? Why do so many leaders ignore the risks? Steps you can take to prevent these myths from damaging your organization Recommendations from successful businesses
What's Your Brand Reputation? Determine and Drive How Others See You
Friday, July 1 12:00pm - 2:11pm
Webinar
2.50 Credits
Presence