CPE Catalog & Events
2024 Spring Tax Review with Doug Van Der Aa
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Webinar
4.00 Credits
Member Price: $129
Recent legislative, judicial, and IRS developments impacting both business and individual taxpayers Individual taxpayer credits Tax depreciation update Significant IRS rules and court decisions impacting individuals, corporations and partnerships
Project Management: Making Ideas a Reality
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Applying project management templates to a sample initiativeLeveraging project management tools for effective communication
2024 S Corporations: How to Calculate Shareholder Basis
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Webinar
2.00 Credits
Member Price: $79
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest Discuss how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations
Keys of SOC Reports - Following SSAE 18 Requirements
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Webinar
2.00 Credits
Member Price: $85
Move from SAS 70 and SSAE 16 to SSAE 18 Types of Service Organizations SOC 1 Engagements Control Objectives Reporting SOC 1 and SOC 2 Reporting SOC 3 Reports Preparing for SOC Engagement SOC Comparisons
Partnerships: How to Calculate Partner Basis
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:How to calculate the basis when the entity is formed, including the impact of contributed propertyExplains the use of both "inside" and "outside" basis determinationClarifies the importance of partnership capital accounts and partnerships debt on partner's tax basisComprehensive example to illustrate the mechanics of the basis determination processExplanation of how basis is impacted by distributions of partnership property and sale and/or liquidation of the partnership interest
Money Laundering 101 for CPAs
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
ABC Trust Planning and the Portable Exclusion 2024
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Webinar
8.00 Credits
The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor's and QTIP trusts "B" (Bypass) trusts "A" (Survivor's)/"C" (QTIP) trusts planning What planners should tell their wealthy clients after the issuance of the Clawback Regulations
Federal Tax Update: Business Comprehensive 2024
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Webinar
8.00 Credits
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
How Technology Controls Should Be Developed and Implemented 2024
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Webinar
8.00 Credits
Considerations for the maintenance of an internal control system The types of policies and procedures organizations should utilize Reviewing and testing control measures Updating controls and implementing control changes
Using Microsoft Teams to Host Virtual Meetings-Updated
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this course include:Overview of using Microsoft Teams for online meetings.Detailed review and analyze all the Teams meeting app features.Setting up a meeting with all the meeting options available.Tips for scheduling meetings with internal and external participants.Integrating with Microsoft Outlook.Creating a registration page for invitation only meetings.Managing your audio/video settings.Configuring your "in meeting" features.Recording and transcribing a meeting.Tips for hosting virtual meetings in Teams.
Audit 501: Personality Styles - Improving Your Interactions
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Defining primary personality style characteristicsDetermining your own primary personality style and the style of othersEffectively adapting for improving interactions with various personality stylesLeveraging strengths and minimizing the negative impact of personality weaknessesApplying personality style analysis to real-life situations involving clients, staff, peers and superiors
Surgent's Annual Accounting and Auditing Update
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Webinar
8.00 Credits
Member Price: $299
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters
Are Those Independent Contractors Really Independent Contractors?
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Webinar
1.00 Credits
Member Price: $39
Classification of workers as employees or independent contractors
2024 Internal Control Fundamentals
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Webinar
2.00 Credits
Member Price: $79
Risk Assessment Internal Controls COSO
Big Four Reasons Why CPAs and Consultants Are Fired
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Webinar
2.00 Credits
Member Price: $79
Do public practice CPA firms and consultants want to retain their clients? What are the Big Four Reasons Why CPAs are Fired? What are the actions to take to prevent being fired? What does a CPA offer to their clients?
Current Audit Environment and ASB Activity
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Webinar
2.00 Credits
Member Price: $118
Updates to auditing and attestation standards Recently issued exposure drafts Current environment and implication for audit planning
Personal Leadership Skills
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Webinar
4.00 Credits
Member Price: $129
Leadership Personality Types Communication Memory
2024 Managerial Accounting: Your Prescription for Better Decisions
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Webinar
4.00 Credits
Member Price: $129
Target profit and Break-even analysis Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Budgeting
2024 Comprehensive Estate Planning: Administration & Postmortem Strategies
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Webinar
8.00 Credits
Member Price: $225
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
2024 Self-Rental Real Estate Passive Activity Rules
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Webinar
2.00 Credits
Member Price: $79
Definition of self-rental property – both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping election Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards Self-rental property and "former passive activities" rules