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CPE Catalog & Events

Showing 677 Webcasts Results

The Power of Women's Networks

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Online

1.00 Credits

Member Price: $71

The importance of mentors, sponsors and coaches for yourself and for those at lower levels Time management to reduce working overtime How to be more present and productive Health and scientific research about improving executive skills Aligning career and personal life

Leadershift: How to Embrace Disruption and Lead Change

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Online

1.00 Credits

Member Price: $55

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The major topics covered in this course include:Why it is critical to lead change in your company nowThe seven steps of leading changeHow to set expectationsHow to create a vision that achieves buy-inHow to form a coalition, an essential component of any change effortHow to create and mobilize change networks to accelerate change The best of the best communication strategiesHow to establish simple 360 feedback Managing yourself

Online Fraud Aimed at Individuals That Can Affect a Company

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Online

2.00 Credits

Member Price: $89

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The major topics covered in this course include:Types of fraud that targets individualsHow organizations can work to reduce risk for workers

ChatGPT Bootcamp for CPAs with John Higgins

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Online

4.00 Credits

Member Price: $149

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The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business

Accounting Fraud 2024

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Online

8.00 Credits

Member Price: $299

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The elements of fraud and the Fraud Triangle Theory Types of fraud with a focus on management fraud Best practices in fraud detection and deterrence

IRAs-Traditional, Roth, SEP & SIMPLE IRAs 2024

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Online

8.00 Credits

Member Price: $299

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An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans Roth IRA contribution phase-out limits, as well as tax-free qualified distributions Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation The different options of receiving IRA distributions before age 59 « and avoiding the 10% early distribution penalty (including substantially equal periodic payments) The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules

Limited-Scope Audits of 401(k) Plans: ERISA Section 103 (a)(3)(C) 2024

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Online

8.00 Credits

Member Price: $299

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Auditing and reporting requirements to meet when the client selects the ERISA Section 103(a)(3)(C) limited scope audit option AICPA AU-C 703 Forming An Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA AICPA Audit and Accounting Guide ' Employee Benefit Plans ' Testing participant data

Not-for-Profit Organizations: Treasury Utilizing QuickBooks 2024

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Online

8.00 Credits

Member Price: $299

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Financial entity IRS filing status Recent ASC updates affecting nonprofits Inflows and Outflows QuickBooks Desktop Setup Data entry Reporting Governance policies and budgeting

Transform Your Organization With Office 365 and Teams

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Online

8.00 Credits

Member Price: $239

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The major topics that will be covered in this course include:Orientation to the Office 365 ecosystemStrategic value of deploying Office 365Using the Teams app as the central hub for your online communications and collaborationSetting up your file management system with SharePoint and OneDriveLeveraging the Office 365 mobile apps to take your office on the roadUsing the Planner app to track and manage team projectsHarnessing the Forms app to convert your forms to digitally fillable online formsOrientation to the Office 365 Admin appLightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offerTips and best practices for developing your Office 365 deployment strategy

The SECURE Act 2.0 - Planning Opportunities for Employers

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Online

1.00 Credits

Member Price: $39

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Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans

Navigating Difficult Conversations with Clients

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Online

1.00 Credits

Member Price: $39

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Communication Negotiation Conflict Persuasion Management Leadership Customer Service

Inventory, Expense and Payroll Fraud

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Online

2.00 Credits

Member Price: $79

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Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees

Mental Models for CPAs: How to Use Cognitive Frameworks

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Online

2.00 Credits

Member Price: $89

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The major topics covered in this course include:Introduction to mental modelsExamples of mental models and their applications in behavioral ethicsBuilding a latticework of mental modelsLimitations of mental modelsHow to apply mental models to the accounting professionCase studies demonstrating the use of mental models in financial decision-makingStrategies for continuing to learn and expand your mental model toolkit

Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients

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Online

2.00 Credits

Member Price: $99

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What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options

Surgent's Ethics for Tax Professionals

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Online

2.00 Credits

Member Price: $99

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What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?

Tax, Estate and Financial Aspects of Cryptocurrency

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Online

4.00 Credits

Member Price: $129

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Introduction to cryptocurrency Understanding the term “blockchain” Various types of cryptocurrencies Why cryptocurrency is popular Investment attributes of cryptocurrency Tax aspects of cryptocurrency Position of the Internal Revenue Service Understanding Notice 2014-21 (IRS Virtual Currency Guidance) Understanding Notice 2014-21 FAQs Compliance issues Charitable issues Internal Revenue Service enforcement 

KPI Bootcamp for Small Businesses

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Online

5.00 Credits

Member Price: $159

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Why measure things? The ROKS Express method Goals check - identifying your business objectives and Key Results Selecting your KPI candidates using the KPI Definition Manual Shortlisting - Picking the very best KPIs from your KPI Candidates Tuning your KPI definitions Going Live

A Practical Guide to Trusts

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Online

8.00 Credits

Member Price: $225

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The role of the trustee and how to avoid problems How to use trusts to avoid probate How revocable living trusts are affected by income, gift, and estate taxes Marital deductions and marital and bypass trusts How an irrevocable trust can be the center of an estate plan Advantages of an irrevocable life insurance trust How to create a dynasty trust Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool Trust options to provide security for older clients Advantages, tax consequences, and limits on charitable contributions and private foundations Charitable remainder and charitable lead trust issues How trusts can serve as asset protection devices Business trust issues

Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment

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Online

8.00 Credits

Member Price: $225

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The effect COVID-19 on a client’s total financial, estate, and asset protection plan Understanding the issues revolving around the death of a client Understanding medical issues Understanding the tax and non-tax issues in divorce Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents Understanding the support issues for spouses and former spouses Understanding support issues for children of divorced or separated parents and the tax treatment of back child support Understanding the business issues involved when the parties to a business breaks apart Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies

The Best Individual Income Tax Update Course by Surgent

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Online

8.00 Credits

Member Price: $299

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Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Residency and Domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements Virtual currency, including recent developments regarding NFTs Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas