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CPE Catalog & Events

Showing 11510 Webcasts Results

Coaching & Counseling - Addressing Misconduct

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Online

1.00 Credits

Member Price: $39

Insubordination Personality and attitude problems. Generalized disparaging comments Previously unaddressed conduct. Misconduct due to mental condition Corrective action meetings and documentation. Attendance control.

Take Your PowerPoint From Mess to Success

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Online

1.00 Credits

Member Price: $39

Image-based slides One idea per slide Effectiveness of bullets Effectiveness of slide titles Slides vs. handouts

Promoting Mental Health in the Workplace to Prevent Violence

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Online

1.00 Credits

Member Price: $39

Mental Health Awareness

Advanced Negotiations: Beyond Getting to Yes

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this class include:What happens when you are in a negotiationPreparing to negotiateGet your counterpart to solve the problemNegotiation JujitsuReading your counterpart

Talk This Way - Communication Skills for the CPA

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid

Surgent's Government and Nonprofit Frauds and Controls to Stop Them

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Online

4.00 Credits

Member Price: $159

Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit

Forensic Accounting: Court Approved Methods of Proof

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:The role of methods of proof in forensic accounting.The various types of methods of proof approved by the courts.The weakness and strengths of the methods of proof.The formulas in calculating methods of proof.Applying the formulas in various circumstances.

Managing Current Fraud Trends in a Shifting Environment

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Online

8.00 Credits

Member Price: $239

The major topics that will be covered in this course include:Summary of the impact of fraud on entities worldwide.Common fraud schemes and typical median losses that result.How smaller entity fraud risk differs from those of larger entities.The statistical profile of the most common fraud perpetrator.The most effective methods for preventing and detecting fraud.Cybersecurity risk management trends and best practices.

Surgent's Annual Accounting and Auditing Update

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Online

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

Surgent's Individual and Financial-Planning Tax Camp

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Online

8.00 Credits

Member Price: $299

Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Will there be more changes in the individual tax laws? Changes to the lifetime estate tax exemption in light of proposed regulations  The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged acccounts Recent case law, as applicable Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement

The CFO Who Went to Prison

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:The importance of valuesIdentifying successEthical dilemmasMitigation strategiesCreating tools to help make better decisionsPersonal accountability strategies

Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well

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Online

2.00 Credits

Member Price: $79

The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception

About the TIGTA: Who Watches the IRS?

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Online

2.00 Credits

Member Price: $89

Major topics covered in this course include:The role of TIGTA in the US tax systemAuditing, investigating, and inspecting and evaluating IRS programs and operationsIdentifying opportunities to improve the administration of tax lawsPromoting integrity, economy, and efficiency in the tax systemResponding to requests from Congress and other external stakeholdersUpholding ethical standards in the accounting professionBuilding trust and confidence in the tax system

Surgent's Food, Beverage, and Entertainment Expensing

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Online

2.00 Credits

Member Price: $99

The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment

Surgent's Lessons Learned From Recent Accounting Malpractice Actions

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Online

2.00 Credits

Member Price: $119

Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area

Partnership & S Corporation Checkup: Key Developments

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:IRS enforcement against partnershipsNew K-2 and K-3: 2021 partnership and S corporation tax forms on foreign transactionsSale/merger of a partnershipThe new Sub S Form 7203 - shareholder basis computationS corporation compensationPPP loans and the Forms 1065 and 1120-S

Monthly Federal Tax Updates - July 2024

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course 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

Case Studies in Accounting Fraud 2024

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Online

4.00 Credits

Member Price: $159

Major financial statement frauds, including sales and other types of revenue, estimates, earnings management and cut-off Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur in inventory, payables and other accounts Review of cases involving common fraud schemes (New cases will be discussed in 2024)

Effective Workpaper Techniques: Building a Better Workpaper 2024

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Online

4.00 Credits

Member Price: $159

Leveraging Excel and technology in a paperless environment Effective workpapers: form, function, appearance and content Workpaper standards for industry, audit and tax accountants Attestation standards documentation and consequences of workpaper content Peer review or PCAOB review documentation

Name that Tax Case! 2024

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Online

4.00 Credits

Member Price: $159

Judicial tax doctrines such as the fruit of the tree, Arrowsmith and dominion and control Cases relevant to understanding many areas involved in computing income tax liability and practice and procedure Rules of statutory construction and relevance to tax research Importance of significant tax cases to compliance, planning and tax research