CPE Catalog & Events

Showing 67 Conferences/UACPA Classes Results

S Corporations: Hot Issues Of 2022 WEBCAST

Monday, November 28 9:00am - Tuesday, November 29 5:00pm

Webinar

16.00 Credits

S Corporations: Introduction and IRS Hotspots, Eligibility for S Corporation Status, Income Measurement and Reporting, Distributions from S Corporations to Shareholders, Compensation and Fringe Benefits, Shareholder Stock and Debt Basis, Accounting Methods and Interest Deduction Limits, Business Interest Limitation, Integration of Multiple Loss Limits, Bankruptcy and Financial Distress, Net Investment Income, Built-In Gains Tax, Passive Investment Income, Changes in Tax Status of Business Entity, Purchase and Sale of an S Corporation, Estate and Succession Planning, Qualified Subchapter S Subsidiaries and Other Multiple Entity Relationships.

Common Deficiencies in SSARS Engagement WEBCAST

Wednesday, November 30 9:00am - 1:00pm

Webinar

4.00 Credits

Compilation and review engagements. Peer review.

Annual Update for Controllers WEBCAST

Thursday, December 1 9:00am - Thursday, December 8 5:00pm

Webinar

8.00 Credits

Leading-edge financial management tools and techniques, Power BI and Power Pivot, Human resource trends, ethics, generational differences, emotional intelligence, robotics and automation, New issues in treasury management and controllership, Current trends in information systems and technology, Predictive analytics, Current trends in leading and developing staff to increase productivity and profitability, Accounting as a complement to the sales function, Integrated reporting, Black swan events, coronavirus, ransomware, Innovation

IRS Disputes WEBCAST

Friday, December 2 9:00am - 1:00pm

Webinar

4.00 Credits

The assessment process, Audit selection, examination, and the appeals process, Installment agreements, Offers in compromise, Advising delinquent taxpayers, The IRS collection process for tax liens, levy, seizure, and sale, Bankruptcy and the effect on tax liabilities, Practice before the IRS, Business taxation, Tax liens levy seizure, Fund recovery penalty.

S Corporations: Advanced Workshop WEBCAST

Friday, December 2 9:00am - 5:00pm

Webinar

8.00 Credits

Eligibility problems, including special problems for unincorporated entities. Shareholder requirements, including trusts. New compliance problems, including required accounting methods, attribution, and an unworkable tax shelter rule. Late and defective election relief for S corporations, Qualified Subchapter S Subsidiaries, and trusts.Financial distress problems of S corporations and shareholders.

Accounting & Auditing Update for Small Businesses WEBCAST

Tuesday, December 6 9:00am - 1:00pm

Webinar

3.00 Credits

New standards that impact small business.

CFO Series: Financial Communications

Tuesday, December 6 9:00am - 5:00pm

Webinar

8.00 Credits

Numbers are fun for us, but not for everyone. However, if we do not effectively convey the meaning of the numbers - have we delivered value? Today we will discuss how to make your numbers speak so that the rest of the organization understands.

Choice and Formation of Entity WEBCAST

Tuesday, December 6 9:00am - 1:00pm

Webinar

4.00 Credits

Types of entities, Formation and elections, Start-up and organization costs, Advantages and disadvantages comparison

Government GAAP Update WEBCAST

Wednesday, December 7 9:00am - 11:00am

Webinar

2.00 Credits

GASB 84, fiduciary activities, and GASB 87.

Preparing Individual Tax Returns for New Staff and Paraprofessionals WEBCAST

Wednesday, December 7 9:00am - 5:00pm

Webinar

8.00 Credits

Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms, Updated credit information as amended by the Consolidated Appropriations Act of 2020 and American Rescue Plan Act of 2021, Coverage of Schedule 199A qualified business income, its calculation, limitations, and examples, Dividends and interest - Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc., Security transactions - From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues, Self-employed person issues, Schedule C deductions including depreciation, Sale and exchange of property - Understanding Form 4797 and depreciation recapture; capital gains A working understanding of passive losses - How to handle rental property and how the passive loss rules flow to the tax forms, Itemized deductions - A thorough understanding of what's deductible and what's not, Interest deductions - Limitations and timing problems, Charitable contributions substituting for taxes, IRS says - No!, Retirement contributions and education credits and deductions, Tax computations - The Kiddie Tax, AMT, regular tax, tax credits, Individual problems illustrated by form preparation for various items, with numerous "practice tips", Impact of recent legislation and forms changes on the 1040.

Multistate Tax Update WEBCAST

Thursday, December 8 9:00am - 5:00pm

Webinar

8.00 Credits

The domicile dilemma: Issues for individuals with homes in multiple states; traveling employees; where to withhold?, Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus, Emerging compliance issues in the new sales tax economy, Income Tax (and other forms of tax): Economic nexus (taxation without physical presence), Will states shift away from income tax and increase reliance on sales tax after Wayfair?, Treatment of Tax Cuts and Jobs Act by the states: Attributional and agency nexus; presence of intangible property; is P.L. 86-272 still valid?, Income-tax apportionment issues: Prevalence of the single sales factor; determining the type of property being sold; sourcing of income from intangible property and services; sourcing of service income; Market Based versus Cost of Performance, Pass-through problems: Nexus issues for interest owners, Treatment of the 199A deduction for pass through entities by states: Withholding issues; sourcing of income; taxation at the entity level, Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires, When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax.

K2'S 2022'S Biggest Security and Privacy Concerns WEBCAST

Friday, December 9 9:00am - 1:00pm

Webinar

4.00 Credits

Password management, Securing technology assets, ransomware, phishing.

K2's An Accountnatnt's Guide to Blockchain and Cryptocurrency WEBCAST

Friday, December 9 9:00am - 1:00pm

Webinar

4.00 Credits

Blockchain technology, encryption, Cryptocurrency.

A Complete Guide to the Yellow Book WEBCAST

Tuesday, December 13 9:00am - 5:00pm

Webinar

8.00 Credits

When is the auditor required to follow the Yellow Book (a.k.a., Government Auditing Standards, or GAGAS)?, How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements, The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform, The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more), The Yellow Book requirements, related to the performance of and reporting on a financial audit, The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits.

Hottest Tax Topics for 2022 WEBCAST

Tuesday, December 13 9:00am - 5:00pm

Webinar

8.00 Credits

Legislative changes, and IRS guidance that impacts individuals and businesses, Section 199A Qualified Business Income deduction, Qualified research credit, Section 179 and bonus depreciation, Tax advantaged savings accounts, Tax benefits for education, Tax preparer penalties, Hot tax planning strategies for individuals and small businesses, Savings and retirement plan options, Estates and trusts, And much more!

Compilations, Reviews, and Preparations: Engagement Performance and Annual Update WEBCAST

Wednesday, December 14 9:00am - 5:00pm

Webinar

8.00 Credits

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services, SSARS No. 22, Compilation of Pro Forma Financial Information, SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018, SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions, Sample comprehensive engagement work programs for preparation, compilation and review engagements, Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations, Other communication requirements, such as sample engagement letters and management representation letters, Going concern reporting implications on SSARS engagements due to COVID-19 and other issues.

Revenue Recognition: Mastering the New FASB Requirements WEBCAST

Thursday, December 15 9:00am - 5:00pm

Webinar

8.00 Credits

5-step process for recognizing revenue, Disclosure requirements

Leases: Mastering the New FASB Requirements WEBCAST

Friday, December 16 9:00am - 5:00pm

Webinar

8.00 Credits

Lease classification, Amortization of the lease asset, Derecognition of the underlying asset, Recognition of lease receivables, Lease modifications, Sale and leaseback transactions, Presentation, disclosure, and transition requirements, The business context for implementing FASB ASC 842.

Making the Best of Bad Situations WEBCAST

Tuesday, December 27 9:00am - 5:00pm

Webinar

8.00 Credits

Understanding the tax and non-tax issues in divorce, Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts, Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents, Understanding the support issues for spouses and former spouses, Understanding support issues for children of divorced or separated parents and the tax treatment of back child support, Understanding the business issues involved when the parties to a business break apart,Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies.

CFO Series Be the Best WEBCAST

Tuesday, March 14 9:00am - 5:00pm

Webinar

6.00 Credits

This four-topic event focuses on skills that will help you and your organization become the best that you can be.