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CPE Catalog & Events

Showing 6912 Webinars Results

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