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CPE Catalog & Events

Showing 12978 Webcasts Results

Federal Tax Update - Individuals (Form 1040)

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Online

8.00 Credits

Member Price: $400

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, §461(l) business loss limitations, §163(j) interest deduction 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

Accountants and Malpractice: Can We Get Sued for This?

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.

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.

Getting SASsy - A Look at Recent Auditing Standards

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Online

1.00 Credits

Member Price: $59

Risk assessment (SAS 145) Quality management standards (SAS 146) Predecessor auditor inquiries (SAS 147) Group financial statement audits (SAS 149)

The Controllership Series - The Financial Close Process

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Online

1.50 Credits

Member Price: $79

Accounting Finance Financial Statements

New Client Ethical Challenges: The CPAs Guide

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Online

2.00 Credits

Member Price: $109

How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance

Behind the Curtain: Exploring IRS Audit Technique Guides

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries

Fiduciary Taxation Part 4: Miscellaneous Topics & AMT 25-26

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Online

2.00 Credits

Member Price: $99

Review the Passive Activity Rules under IRC Sec. 469 as they apply to fiduciary entities The 65-day Rule and Election Under IRC Sec. 663(b) Special Rules for Specific Bequests under IRC Sec. 663(a) Alternative Minimum Tax for Trusts & Estates AMT Bracket Rates and Exemption for Fiduciary Entities Alternative Minimum Tax Spreadsheet Approach Using AMT Problem Example with Passive Activity Loss (PAL)

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 Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606 Fraud case studies Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters

Roadmap to Ethical Decision Making

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Online

2.00 Credits

Member Price: $109

Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters Discuss the principles of professional conduct Address compliance with professional standards Use case studies to address circumstances that may create threats to independence

Leases Accounting under Topic 842 - Answers to FAQ After Implementation

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Online

2.00 Credits

Member Price: $109

Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications 

1040 Tax Prep Automation with AI Tools

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Online

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.

2025 Annual Update for Governments and Not-for-Profits

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Online

7.00 Credits

Member Price: $249

Not for Profit Governmental Auditing & Accounting Yellowbook

Ethics for CPAs: The Practical and the Possible

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Online

2.00 Credits

Member Price: $109

The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions

Accounting for and Auditing Cryptocurrency & Digital Assets

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records

Business Partnerships: Managing Supplier Relationships

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials

New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes

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Online

1.00 Credits

Member Price: $75

Quality management Peer review Audits Remediation Monitoring

Digging Deep with Excel Pivot Tables

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Online

1.00 Credits

Member Price: $59

Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab

The Controllership Series - Managerial Accounting Basics and Costs

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Online

1.20 Credits

Member Price: $59

Accounting Finance

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