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CPE Catalog & Events

Showing 20113 Webinars Results

Combatting Sexual Harassment in the Workplace

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Webinar

1.00 Credits

Member Price: $39

Sexual harassment prevention Company culture 

Private Company Simplified GAAP Alternatives

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Webinar

2.00 Credits

Member Price: $79

Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options

2025 Single Audit Update

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Review of the impact of the 2024 Compliance Supplement on Single AuditsReview of the changes to the Uniform GuidanceReview of common audit deficiencies found in Single Audits

Better Forecasts: Be a Better Predictor

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Webinar

2.00 Credits

Member Price: $79

Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias

Surgent's A Complete Guide to Reporting Form 1099-DA

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Webinar

2.00 Credits

Member Price: $99

Definition of a digital asset for purposes of Form 1099-DA What is a sale of a digital asset affected by a broker on behalf of another person? Mandatory 2025 reporting of gross proceeds information and voluntary reporting of basis information Treatment of sales of digital assets Who is a broker for purposes of Form 1099-DA? Information required to complete Form 1099-DA Reporting closing transactions and covered securities Who is a processor of digital asset payments? How many transactions to report on each Form 1099-DA and how many forms to file for each transaction Optional reporting methods for digital asset transactions Substitute statements for the Form 1099 Reporting a disposition of digital assets held by a widely held fixed investment trust

Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions

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Webinar

2.00 Credits

Member Price: $99

Funding options for Roth accounts 529 plans to Roth IRAs Backdoor Roth strategies The new Roth SEP and Roth SIMPLE IRAs Roth 401(k) contribution rules The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth 401(k)s and Roth IRAs Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans The risky recapture of the 10% penalty How the ordering rules work and when they apply FIFO rules for Roth IRAs Case studies and cheat sheets to reinforce concepts

Surgent's Tax Reporting for Executive Compensation

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Webinar

2.00 Credits

Member Price: $99

Nonqualified deferred compensation (NQDC) Nonqualified stock options (NQSOs) Incentive stock options (ISOs) Restricted stock/restricted stock units (RSUs) Stock appreciation rights (SARs) and phantom stock Employee stock purchase plans (ESPPs) Applicable tax forms and schedules Stock sale reporting Estimated taxes Filing deadlines and extensions State taxation

Dashboard and Report Design Principles Using Excel

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Webinar

4.00 Credits

Member Price: $129

Principles of Visual Design for Dashboards and Reports Chart Design for Rapid Understanding Table Design for Efficiency Effective Use of Commentary Strategic Layout Techniques Trend Analysis Methods Developing Organizational Design Standards Excel Application Techniques Critical Review Skills Best Practices for Data Presentation

Federal Tax Update for Individuals with Doug Van Der Aa

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Webinar

4.00 Credits

Member Price: $129

"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Review of significant changes in individual tax forms Recent federal tax legislation, cases and rulings affecting income of individual taxpayers

K2's Securing Your Data: Practical Tools For Protecting Information

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Webinar

4.00 Credits

Member Price: $129

Understanding today’s cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk

Partnership Essentials: Review & Update

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Webinar

4.00 Credits

Member Price: $129

Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts  Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts

Preparing and Reviewing Workpapers - Essential Tips for Avoiding Deficient Audit and Other Attest Engagements

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Webinar

8.00 Credits

Member Price: $225

Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards  Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation

ACPEN Signature 2025- Small Business: Hot Tax Issues Today

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Webinar

8.00 Credits

Member Price: $250

Legislative update on expiring tax provisions affecting small businesses; Legislative update on new tax provisions impacting small businesses; Communications with the IRS; Tax audits of small businesses; Judicial update on self-employment tax litigation on self-employment taxes of partners and LLC members. Worker verification requirements and penalties---old and new. Tax planning opportunities—old and new.

K2's Advanced Excel

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Webinar

4.00 Credits

Member Price: $225

Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations

Strategies for Guiding Clients Through Challenging Situations: Tax Insights

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Webinar

8.00 Credits

Member Price: $245

Tax considerations in divorce, including support obligations and property division Bankruptcy, debt cancelation, and financial hardship tax implications Tax treatment of cohabitation, premarital agreements, and exemptions Child support, alimony, and dependency issues Business dissolution and tax consequences Filing status options and tax rate comparisons Head of household qualifications and tax advantages Impact of refunds, deficiencies, and marital property rules

Surgent's Audit Skills Training Level 1: Developing Critical Skills for Success in Public Accounting

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Webinar

8.00 Credits

Member Price: $279

Each module includes a lecture followed by in-class group case studies and activities. In this two-day course, the following two-hour modules will be presented: Day 1: Transitioning to the accounting profession Code of ethics: importance of professional skepticism and independence Exceeding expectations: desired traits of entry-level auditors Risk assessment basics Internal control fundamentals Compilations and reviews: the contrasting nature of preparation engagements, compilations, and reviews Day 2: Auditing cash and cash equivalents Auditing property, plant, and equipment Auditing accounts payable and debt Audit documentation

Walter Haig's Personal Financial Health Checkup

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Webinar

8.00 Credits

Member Price: $239

The topics that will be covered in this course include:Preparing a personal financial statement following U.S. GAAPRecasting U.S. GAAP personal financial statements into powerful management toolsIdentifying key financial factors that must be managed in order to achieve financial self-sufficiencyKey personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at DeathHow to create "goal" statements that achieve results

1040 Tax Prep Automation with AI Tools

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of AI technology and how it works.Identify where AI can be incorporated into the 1040 process.Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.A roadmap for using AI to improve client communications and 1040 based advisory services.

Financial Acumen for Today's HR Leader

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Webinar

1.20 Credits

Member Price: $39

Financial Statement Insight Trend Analysis Financial Benchmarks

The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud

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Webinar

1.50 Credits

Member Price: $59

Accounting Finance Procurement Inventory