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CPE Catalog & Events

Showing 137 Conferences/UACPA Classes Results

Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses

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Webinar

4.00 Credits

Member Price: $175

Financial statement disclosures for small and medium-sized businesses, Balance sheet, income statement, and statement of cash flows presentation and disclosure issues, Disclosure examples from all sized entities which you can use to base your disclosures on Developing disclosure issues, including disclosures related to the adoption of Topic 606

CFO - Management Superpowers

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Webinar

8.00 Credits

Member Price: $280

Five Management Superpowers. "Management is about persuading people to do things they do not want to do, while leadership is about inspiring people to do things they never thought they could." - Steve Jobs. We will discuss five key management strategies and skills that every successful manager has. We walk through the A-to-Z of effective management from the standpoint of self, team, and individuals. It is not enough to be a `good' manager and excel in our field, we need to be more than the subject matter expert. The five management superpowers will bolster management skills for better leaders and is a proven path for those who desire to ascend the ranks to higher leadership. Leadership is a skill that can be learned, and you can learn how. How feedback becomes effective. How to develop listening skills. Cultivation of self, cultivation of team members as individuals, cultivation of team members as a group. How to create a working environment in which team members feel acknowledged and "heard". Inspirational motivation for team success. Relational communication skills that increase productivity. The `secret sauce' that holds communication and professional relationships together on the individual and team level in the short and long term. Accepting Perfectionists: Understanding & Adapting. You may know people who believe, "Good, is never good enough." They are sharp, driven, push themselves, have lofty standards, and may focus on the negative. They wear themselves out and others as well. Could they be perfectionists? Perhaps we have some of these tendencies? We will discuss perfectionists from several perspectives and how to harness their skills to enhance results. Perfectionism is a mindset, not a disease. We will review actions to take so that perfectionists may learn how to transform their behaviors. Based on research and proven methods, we will discuss tactics that may help. If you know at least one perfectionist, this session will significantly help you and them. Why perfection is not obtainable. The wonderful attributes of perfectionists. The not so wonderful attributes of perfectionists. Why do most attempts to deal with perfectionists fail? What works? Why many perfectionists are procrastinators and masters of self-punishment. Tactics to help the perfectionist become more effective. Is the climb worth the view? Why You Should Be a Learnaholic: Staying Ahead! Successful people do know one secret that keeps them on top? The answer is - they are lifelong learners. It is a mindset and a way of life that they learned to utilize. You did not miss out, those not born with this ability have hope. This course provides quantifiable research to support that learn-a-holics (or lifetime learners) are clearly more successful, as well as practical actions on how you can stop being left behind and start getting ahead by adopting the habits and mindset of a lifelong learner. The crux is to expand your mind and expand your possibilities. This is the recipe for success you don't want to miss! The key mindset difference between extremely successful people and others. Learning styles: What they are, why they matter, and what your unique learning style is. The seven essential elements for lifelong learning success. Two daily habits that can make this lifestyle transition easier. A learning technique that works regardless of your personal learning style. "How-to" guide to starting your new life as a learn-a-holic. Advancing Your Role as a Business Leader. Knowing the numbers is a valued skill, but not nearly enough to make you a real business leader. True leaders put in the work and make sacrifices for others. Leadership is a learned skill, a skill that must be practiced. It may look simple, and it is - only if you know what to do and how to do it. Leadership requires one to develop a greater understanding of intangibles that are difficult to quantify - but are priceless. The best leaders care about others, are trustworthy and are credible. We will discuss proven tactics to enhance those skills. Worthy for those who want to become even more valuable as a business leader. Leadership is earned, not given. Leaders understand: Human nature,. Others and Themselves. You have to care! The need for better relationships, credibility, and trust. Lessons from great leaders. Steps to becoming a better leader.

Reviewing Partnership Tax Returns: What Are You Missing?

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Webinar

4.00 Credits

Member Price: $174

Form 1065, Schedules K and K-1, Schedules M-1 and M-2, Form 4562, Form 4797.

Federal Tax Update for Individual with Greg and George WEBCAST

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Webinar

4.00 Credits

Member Price: $185

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

Construction Contractors: Accounting and Auditing

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Webinar

8.00 Credits

Member Price: $270

Contract accounting and revenue recognition from contracts with, customers, Contractor financial statements, Working with a surety, Audit planning, procedures, and reporting, Long-term contracts

Federal Tax Update for Business with Greg and George WEBCAST

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Webinar

4.00 Credits

Member Price: $185

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

Surgent's Top 10 Tax Topics This Year

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Webinar

8.00 Credits

Member Price: $280

Tax guide to exit planning, Partnership considerations: section 754 elections and section 743, C to S corporation conversions, Recurring basis issues. At-risk basis rules and Form 6198, New developments relating to IRS audits, Status of audits for high-income and high-net-worth individuals, The 2023 Dirty Dozen, Residency and domicile, Crowfunding: basic economics and related tax consequences, Choosing the right business entity

Federal Tax Update - Individuals (Form 1040) with Pat Garverick WEBCAST

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Webinar

8.00 Credits

Member Price: $325

This session is a comprehensive review of the Federal individual income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Pat Garverick's Quick Reference Chart. Topics include but are not limited to: Discuss the most recent individual income tax legislation passed to date, Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, Schedule 461(l) business loss limitations, and depreciation. Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax), Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit), Walk through the NEW final required minimum distribution (RMD) regulations, Look at any changes to the Form 1040 and other related schedules and forms.

CFO - Corporate Performance Management

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Webinar

8.00 Credits

Member Price: $280

The 4 Topics Discussed. Corporate Performance Management. Poor strategy execution frustrates many executives as their organizations struggle with performance improvement, making decisions using intuition in the absence of hard data. Corporate performance management (CPM) seamlessly integrates many techniques including strategy maps and a balanced scorecard. Together they align manager and employee behavior, actions, and priorities using key performance indicators (KPIs) with specific targets to enable accountability. Effective Management Accounting. Critics have claimed that traditional managerial accounting is at best useless and at worst dysfunctional and misleading. Most line managers do not trust their management accounting data. 21st Century management accounting develops cost/unit metrics that are useful for budgeting, cost analysis and control. Current methods bring truly accurate fact-based costing visibility, tracing costs and identifying cause-and-effect relationships rather than broadly allocating overhead. This information provides the ability to reveal the true profit margins for products as well as for specific sales channels and customers. Removing the barriers caused by your current management accounting techniques can provide huge rewards. Driver-Based Budgeting. The annual budgeting process is often criticized as a fiscal exercise done by the accountants that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not being volume sensitive, and disconnected from the strategy and needed risk mitigation spending. You can resolve these deficiencies using capacity-sensitive driver-based expense projections. Driver-based budgeting allows for quick scenario planning and far easier analysis of a growing organization whose future may look nothing like today. The budget can be periodically refreshed to create rolling financial forecasts extending beyond the fiscal year end. Learn how managerial accounting can become managerial economics. Business Intelligence and Data Analytics. Volatility and complexity are the new normal. Most organizations are drowning in data but starving for information. The finance and accounting function has the opportunity to leverage Big Data and the continuum of analytics - descriptive, diagnostic, predictive, and prescriptive. All are useful for better decision making. Collecting, validating, and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. In some ways the finance function is many years behind other disciplines such as marketing, sales, and supply chain managers, in applying analytics. How can the CFO's function catch up? Understand how Business Intelligence (BI) and Business Analytics (BA) can help you make sense of your organization's data.

Federal Tax Update - C and S Corporations, Partnerships and LLCs (Forms 1120, 1120S and 1065) with Pat Garverick WEBCAST

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Webinar

8.00 Credits

Member Price: $325

This session is a comprehensive review of the Federal business income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive business income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, as well as Pat Garverick's Quick Reference Chart. Topics include but are not limited to: Discuss the most recent business income tax legislation passed to date, Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, 461(l) business loss limitations, Schedule163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses, Brush up on issues related to compensation, distributions, liquidations, selfemployment taxes and retirement plans, Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms.

The Complete Guide to the Preparation of Form 1041

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Webinar

8.00 Credits

Member Price: $280

How to prepare a Form 1041, Specific issues regarding a decedent's estate, Specific issues regarding a trust,Understanding the basics of Subchapter J of the Internal Revenue Code, How to comply with the tax compliance issue, Case studies regarding reading an estate document, Understanding of distributable net income (DNI), Understanding of income in respect of a decedent (IRD), Line-by-line instruction

Rocky Mountain Technology Conference Virtual

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Webinar

16.00 Credits

Member Price: $396

Federal Tax Update for Individual with Greg and George WEBCAST

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Webinar

4.00 Credits

Member Price: $185

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

Federal Tax Update for Business with Greg and George WEBCAST

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Webinar

4.00 Credits

Member Price: $185

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

State of the Art Tax Strategies for Purchases and Sales of Property Part 1

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Webinar

2.00 Credits

Member Price: $105

General overview of sale and purchase of assets. Partial dispositions. Distinguishing between repairs and capitalizable improvements for real property. Allocating the purchase price in purchases of real estate and stock. Maximizing the de minimis rule in remodels. Increasing Federal tax deductions on the purchase of property. Decreasing Federal tax on the sale of property.

Steps to Stop External Fraud

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Webinar

2.00 Credits

Member Price: $105

Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties/External fraud unknown perpetrators

State of the Art Tax Strategies for Purchases and Sales of Property Part 2

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Webinar

2.00 Credits

Member Price: $105

Like-kind exchanges. Qualified opportunity funds. Reducing recapture income on sale of property. Being a "two-move chess player" - setting the stage for a later sale of property.

Federal Tax Update with Greg and George

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Webinar

8.00 Credits

Member Price: $335

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

Federal Tax Update with Greg and George WEBCAST

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Webinar

8.00 Credits

Member Price: $335

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

The Needed Focus on Cyber-Security

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Webinar

2.00 Credits

Member Price: $105

The topics discussed in this session include: Understanding cyber. Policies, procedures, and control measures to secure and enhance cyber operations.