CPE Catalog & Events
Blockchain Technology: What Every CPA Should Know
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Webinar
2.00 Credits
Member Price: $89
The specific topics that will be presented include:An explanation of what blockchain isReview of the nomenclature associated with blockchain technologyThorough review of the components of a blockchain applicationReview of current and potential applications for blockchain and its impact on commercePotential impact on the CPA profession in accounting and auditing
The Competent Accountant - Mastering the Role of the Controller/ CFO
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Webinar
4.00 Credits
Member Price: $129
Business Management Organization
Business Ethics: Cases from the Real World
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Webinar
4.00 Credits
Member Price: $129
Why are ethics so complicated? What trade-offs must we make to solve ethical predicaments? What can we do? Should you speak up or be quiet? What do I do when I find myself in an ethical predicament? What are fundamental ethical principles for a businessperson? Is ethics situational? What is the Fraud Triangle? How do we resolve ethical issues?
Individual Federal Tax Update - Navigating the Current Tax Landscape
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Webinar
8.00 Credits
Member Price: $225
In-depth exploration of crucial IRC Sections. Thorough assessment of recent changes and updates in individual income taxation. Unveiling new credits, deductions, and tax relief opportunities. Addressing complex income issues. Analyzing income and exclusions related to specific tax scenarios. Comprehensive examination of itemized deduction intricacies. Navigating health-related considerations. Maximizing benefits from tax incentives and deductions. Grasping the implications of recent regulatory shifts. Delving into specific tax planning strategies.
Introduction to the Property & Casualty Insurance Industry
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this class include:The unique regulatory world of insuranceDifferences from other industriesDifferences within the industryTypes of accountingInvolvement of specialistsTax considerations
U.S. Federal Income Taxation in the Cannabis Industry 2024
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Webinar
1.00 Credits
Internal Revenue Code 280E basics Inventory costing under Section 471 Major course cases and other guidance M&A in the Cannabis industry
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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Webinar
1.50 Credits
Member Price: $49
Accounting Finance Cashflow
2024 PowerPoint: Tips & Tricks for Today's Accountant
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Webinar
2.00 Credits
Member Price: $79
Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint
New Quality Management Standards: A Practical Approach to Risk Assessment and Response
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Webinar
2.00 Credits
Member Price: $118
Quality management Peer review Audits Risk assessment
Personal Financial Planning Strategies: Insurance Issues 2024
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Webinar
2.00 Credits
Overall insurance concerns Regulatory concerns, potential exposures Various risks surrounding the client and how to manage them Different types of products in the marketplace The tax consequences of each type of insurance
Surgent's Stock vs. Asset Acquisitions of C Corporations
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Webinar
2.00 Credits
Member Price: $99
Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
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Webinar
2.00 Credits
Member Price: $99
SECURE Acts and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax 529 to Roth: who, what, when, and how The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax
Current Nonprofit Fraud Trends
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!
Tax Depreciation: Review and Update
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics
Navigating Leaves of Absence
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Webinar
1.00 Credits
Member Price: $39
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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Webinar
1.00 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
Audit 404: Maximizing Analytic Procedure Evidence on Audits
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Financial statement analysis, and communicating insights to financial statement usersImproving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatementDeveloping plausible expectations for comparison to actual financial resultsDetecting earnings management and other risks through analytic procedures
Excel - Building Powerful Lookup & Reference Formulas
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Webinar
2.00 Credits
Member Price: $118
•Advanced search and data retrieval with LOOKUP, INDEX and MATCH functions •Speeding up worksheet creation with the INDIRECT function •Conditions with the LOGICAL functions (IF, AND, OR, NOT) •ERROR checking functions
Top 10 Business Myths and How to Avoid Them
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Webinar
2.00 Credits
Member Price: $79
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
K2's Working Remotely - The New Normal
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Webinar
4.00 Credits
Key technologies that facilitate remote work options Cybersecurity issues impacting remote work environments How to communicate and collaborate when working remotely