CPE Catalog & Events
Driving Performance with Metrics
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Webinar
2.00 Credits
Member Price: $79
Using metrics in a balanced scorecard framework Learn to measure output of your business activities Creating metrics for profit and cost centers Benchmarking your metrics Using metrics for planning and control Tips for success
Understanding and Preventing Budget Calamities
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Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
PowerPoint: Tips & Tricks for Today's Accountant
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Webinar
2.00 Credits
Member Price: $79
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.
Surgent's Food, Beverage, and Entertainment Expensing
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Webinar
2.00 Credits
Member Price: $99
Special rules for 2021 and 2022 allow 100% deductibility for meals IRS rules relating to the nondeductibility of activities considered entertainment or amusement What constitutes entertainment for tax purposes? When are meals deductible and at what rate once the special rules applicable to 2021 and 2022 no longer apply When employers may deduct food and beverages provided to employees Special rules for per diem meal payments for 2021 and 2022
Surgent's Use the Data Model to Build More Powerful PivotTables
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Webinar
2.00 Credits
Member Price: $99
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
Intro to Remaining "Most Common" Form 990 Schedules: D & G
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Webinar
2.50 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of what comprises a "fundraising event or sale"Explanation of the low receipt thresholds by which Schedule G's Parts II (fundraising events and sales) and III (gaming) are invoked How Schedule G's Part II amplifies summary data inputted on Part VIII, Lines 1c, 8a and 8b Review of what constitutes gaming activityNoting the underlying three tax issues that gaming activities implicate: potential unrelated business income tax, unmet payroll tax if volunteer worker/contractor status is improperly claimed, and wagering excise taxesDiscussion of what makes a provider a "professional fundraiser" and what information filers are responsible to report in Schedule G's Part I related to their useExplanation of the entirety of Schedule D "triggers" employed upon the 990's Core Form Part IV Highlighting the common potholes Schedule D preparers face
Powerful Public Speaking: Communicate With Confidence
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Webinar
3.20 Credits
Member Price: $89
Communications
The SECURE Act 2.0 - Planning Opportunities for Employers
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Webinar
1.00 Credits
Member Price: $39
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
Form 990 Blind Spots and Hot Buttons
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Webinar
1.00 Credits
Member Price: $39
Form 990 overview Common Form 990 Core Form Errors Overview of the 16 Schedules
Ransomware: How to Protect Against and Recover From Attacks
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this class include:Overview of ransomware Ransomware trends Overview of how ransomware attacks are conductedConsiderations when deciding whether or not to pay the attackersKey controls for protecting against ransomware
What Are NFTs and How Are They Taxed? 2023
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Webinar
1.00 Credits
Member Price: $49
• What is an NFT? • How are NFTs taxed? • Common reporting challenges • What we still don't know
The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity
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Webinar
1.00 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
Crucial Tax Topics 2021-2022 with Art Werner - Mergers and Acquisitions: Complete Guide to Relevant Issues
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Webinar
2.00 Credits
Member Price: $79
Taxable asset acquisitions vs. non-taxable stock/equity acquisitions What happens in an asset acquisition What happens in a stock or equity acquisition 338 and 336 elections Basics of 382 Basics of 280G Earnouts and contingent payments Assumed liabilities Acquired reserves Acquired deferred revenue Treatment of transaction costs Basics of mixed entity transactions, examples such as: C-Corp buys an interest in a partnership C-Corp buys an S-Corp C-Corp buys an interest in an LLC (lots of possibilities here) S-Corp buys a partnership S-Corp buys a C-Corp S-Corp buys an interest in an LLC Partnership acquisitions of various entity types Very basic overview of tax-free re-organizations High level overview of entity formations High level overview of entity liquidations or termination
Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority-UPIA (UFIPA) 2023
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Webinar
2.00 Credits
Member Price: $89
• What is Fiduciary Duty and How does it Apply to a Trustee or Personal Representative • What are the State Statutory Accounting Rules and Where Can you Find Them • What is Fiduciary Accounting Income • What is Fiduciary Account Principal • How Does Fiduciary Accounting Impact Fiduciary Taxation
Cash Management - Day to Day Best Practices
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Webinar
2.00 Credits
Member Price: $79
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Monthly Federal Tax Updates - September 2023
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Artificial Intelligence Fundamentals for CPAs 2023
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Webinar
4.00 Credits
Member Price: $159
• What is intelligence? In what areas are AI processes superior or interior to humans right now? • Grief history of AI and what we've learned thus far. • The three phases of AI and the direction they're headed. • Examples of competitive applications of AI in the accounting profession.
Annual Accounting & Auditing Update 2023
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Webinar
8.00 Credits
Member Price: $299
• Highlights of recently issued mainstream FASB updates (ASUs) • Analysis of PCC accounting standards for private companies • Discussion and analysis of recently issued auditing standards (GAAS) • Discussion and analysis of recently issued SSARS standards
Federal Tax Update: Comprehensive Individual Tax-Form 1040 2023
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Webinar
8.00 Credits
Member Price: $299
• Review of recent federal legislation and administrative rulings • Review of recent modifications to tax forms • Review of small business tax law and administrative update changes • Review of retirement plan changes • Overall review of tax practice and procedures
Spring Tax Update with Steve Dilley
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Webinar
8.00 Credits
Member Price: $225
Recent legislative developments, cases and rulings impacting individual and business taxpayers Review of key provisions of the Inflation Reduction Act and SECURE Act 2.0 Updated tax rate schedule and other inflation adjusted items Implications for self-employed taxpayers of various legislation Section 199A update and business losses Depreciation update: Section 179 and 168(k) S Corporation and partnership update, including Schedules K-2 and K-3