CPE Catalog & Events
Spring Tax Update for Individuals with Steve Dilley
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Webinar
4.00 Credits
Member Price: $129
Recent legislative developments, cases and rulings impacting individual taxpayers Changes to Form 1040 and other related forms, worksheets and schedules Individual income items, itemized deductions and credits Updated tax rate schedule and other inflation adjusted items Implications for self-employed taxpayers of various legislation Virtual currency reporting SECURE Act 2.0 Section 199A changes, including use of carryforward passive activity and 199A losses
The Engagement Trifecta - Beat the Odds and Create a Winning Workplace Culture
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Webinar
1.00 Credits
Member Price: $39
The importance of finding commonalities amongst a diverse workforce How to set intentions as you start your day and its affect on your work The power of influence Workplace behaviors that set the tone in your workplace Strategies to close out your day and the impact going forward
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
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Webinar
1.00 Credits
Member Price: $39
Emotional Intelligence Communication Teamwork
Introduction to Sustainability Accounting
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Webinar
2.00 Credits
Member Price: $79
History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards Roles of Accounting and Other Associations Integrating Sustainability into Financial Reporting
IRS Penalties and Abatements
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Webinar
2.20 Credits
Member Price: $79
Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
Is Activity-Based Costing the Right Tool for Your Organization?
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Webinar
2.00 Credits
Member Price: $79
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting Activity-based management.
Key Tax Issues Facing Business & Industry
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Webinar
4.00 Credits
Member Price: $129
2022-23 update and review of key business tax issues New interest expense deduction Capitalization, expensing and depreciation rules New travel and entertainment expense rules Fringe benefits Independent contractor vs. employee Basics of identifying and classifying intangible assets Latest legislative, judicial, and IRS developments
Recruiting During "The Great Resignation"
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Webinar
1.00 Credits
Member Price: $39
Recruiting & Retention Talent Management Employee Engagement
Social Media: The Bare Necessities
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Webinar
1.00 Credits
Member Price: $39
Communication Social Media Marketing Publicity Public Relations Business Strategy
Avoiding the Need for Adult Guardianship and Conservatorship: The Power of Powers of Attorney
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Webinar
1.00 Credits
Member Price: $39
????Financial Powers of Attorney Medical Powers of Attorney Guardianship Conservatorship
Navigating Difficult Conversations with Coworkers
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Webinar
1.00 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership
Budget Monitoring under the Uniform Guidance
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Webinar
2.00 Credits
Member Price: $79
Preparing a grant or cooperative agreement budget Monitoring tools such as budget versus actual Integrating draws or invoices into budget monitoring
2018 Government Auditing Standards Update
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Key changes made by the 2018 version of Government Auditing StandardsEnhanced required reporting related to internal controls and compliance in a financial statement auditClarifications related to the supplemental performance requirements in a financial statement audit imposed by the 2018 Yellow BookNew requirements related to independence in a Yellow Book auditOther important matters contained in the 2018 Government Auditing Standards related to financial statement audits
Cash Management Skills: Strategies for Long-Term Success
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Webinar
2.00 Credits
Member Price: $79
Understand how much cash your organization will need Where will you get cash? Set cash management policy Prevent cash management surprises
Surgent's Applying ASC 820: The Basics of Fair Value Accounting
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Webinar
4.00 Credits
Member Price: $159
Applicability of the use of ASC 820 The “exit price” approach Examples of market, cost and income approaches to estimating fair value Use of Level 1, 2 and 3 inputs in determining fair value
Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update
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Webinar
4.00 Credits
Member Price: $159
Key requirements of SAS 136 Changes affecting 401(k) plans Audit strategy and improving overall efficiency Common mistakes as noted in peer reviews and DOL inspections
Surgent's Project Management: Tips, Tricks, and Traps
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Webinar
4.00 Credits
Member Price: $159
Contrasting project management with operations management Reviewing organizational culture and how it applies to project management The various types of project management including Agile, Scrum, Waterfall, Critical path, and others Looking at risk management software and its application in different types of project management Managing and leading project management stakeholders
Partnership Checkup: Key Tax Issues & Forms Reporting
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Webinar
4.00 Credits
Member Price: $129
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a “tax basis capital account” -- how do the financial accounting and tax capital accounts differ from one another Distinguishing “recourse” loans from “nonrecourse” loans What are “qualified nonrecourse financing” loans and how they affect partners Review of the Sec. 704 “built-in gain or loss” and Sec. 465 “at risk” rules and how they impact Schedule K-1 reporting Schedules K-2 and K-3 How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Comprehensive example to illustrate the mechanics of the basis determination process
Taxation of Property Transactions
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Webinar
4.00 Credits
Member Price: $213
IRC Sections 1231, 1245, and 1250 Depreciation recapture Capital gains and losses Nonrecognition transactions
Walter Haig's AICPA Auditing Standards Update
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this class include:AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)The new SAS 145 risk assessment requirementsThe new SAS 134 as amended audit reportsHow to fulfill responsibility to detect fraud under AU-C Section 240How to help clients design, implement and maintain their internal controlsTroublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigationHow to perform profitable audits of Small- and medium-Sized Entities (SMEs)