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CPE Catalog & Events

Showing 9574 Webcasts Results

S Corporations: How to Calculate Shareholder Basis

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Online

2.00 Credits

Member Price: $109

Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest Explain how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations

Effective Coaching Strategies for High Performance

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Online

4.00 Credits

Member Price: $159

Coaching Effective Communication Problem Solving Use of AI as a coaching tool

How SAS Nos. 134-145 Improve Risk-Based Audits

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145

Advanced Staff Tax Training: Individual 25-26

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Online

8.00 Credits

Member Price: $329

Taxation of investments Reporting of business income and losses from pass-through entities including loss limitations Non-income taxes that impact individual income tax returns Retirement contributions and planning Alternative Minimum Tax (ATM) Social Security taxation Charitable contribution planning with limitations

Pension and Profit-Sharing Plan Strategies 25-26

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Online

8.00 Credits

Member Price: $329

NEW!! The SECURE 2.0 Act Types of documents: advantages and disadvantages, where they fit and plan termination issues Types of retirement plans Plan selection and design Contribution and deduction limits and timing Reporting and disclosure: Form 5500 and participant communications Legislative environment In-plan Roth conversions

SSARS Codification: Preparation, Compilation and Review 25-26

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Online

8.00 Credits

Member Price: $329

SSARS Codification requirements SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information Review of financial statements Overview coverage of the amendments to the SSARS contained in SSARS 26

Titans Annual Federal Tax Planning Individual Update 25-26

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Online

8.00 Credits

Member Price: $329

Explanation of legislation enacted in 2025 along with reminders for 2024 from legislation of recent years California tax law changes Income inclusions, exclusions and deductions Property transaction updates Passive activities, hobbies and other losses Guidance and planning on energy credits Significant IRS developments affecting practice and compliance procedures California's major developments for individuals and conformity to federal law changes for 2025 Filing status, credits and retirement plan developments Expired and expiring provisions Inflation adjustments for 2026 Due diligence and planning reminder

Get started with Power BI

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.

Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check

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Online

3.50 Credits

Member Price: $175

Dynamic headers Horizontal reports Mapping Tables Data Validation Improve error checking Concepts applied

Productivity Hacks for Working Remote

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Online

1.20 Credits

Member Price: $59

Virtual Work Remote Work Telecommuting Flexible Work Options

Tax Talks: December 2025

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Online

1.50 Credits

Member Price: $55

Various tax topics from a legal perspective International, Federal and State tax matters

Advanced Excel: Hidden Secrets and Gems

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Online

2.00 Credits

Member Price: $109

Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox 

Annual Update on the 2024 Revised Uniform Guidance And Time & Effort Reporting

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Online

2.00 Credits

Member Price: $109

The definitions in 2 CFR 200.1 are the building blocks of the regulation and so we will provide you the impactful revisions to the citation language This session will provide you the precise wording changes, showing parts that were changed or new requirements that were added We will discuss universal wording changes as well as the effective date for implementation We will discuss impactful changes and how it will affect compliance The session will cover a new requirement for whistle blower protection We will discuss a unique insight of how time reporting is a claim and how claims can have detrimental consequences if not aware What should an organization do if they did not keep time records for a grant A "war" story when a university did not take the time reporting requirements seriously

Integrate ChatGPT into Your Client Advisory Services-Updated

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business

The Seven High Quality Questions that Lead to Success & Solutions

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Online

2.50 Credits

Member Price: $109

Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models  

Disrupt to Dominate: Mastering Change Leadership

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios

Revenue Recognition - Topic 606 Overview

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Online

1.50 Credits

Member Price: $79

Revenue Recognition on Contracts with customers

Thinking Like an Auditor When Preparing Your Financial Statements

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Online

2.00 Credits

Member Price: $109

Determining an appropriate sense of quantitative and qualitative materiality Identifying the critical components of the financial statements that matter most to financial statement users Evaluating where the financial statements are most likely to contain material fraud and error, and ensuring adequate internal control and monitoring to mitigate those risks

Ethical Intelligence for Artificial Intelligence

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Benefits and pitfalls of artificial intelligence in the accounting professionSelecting and utilizing artificial intelligence resourcesApplying professional skepticism to resultsMaintaining independence while utilizing artificial intelligenceUpholding client confidentialityData security and retentionCitation of sources and related reporting considerationsApplication of the AICPA Code of Professional ConductEthical considerations when crafting policies and establishing best practices

Surgent's Excel Shortcuts for Accountants

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Online

2.00 Credits

Member Price: $99

Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall