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CPE Catalog & Events

Showing 12943 Webcasts Results

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

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

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?

Surgent's Taxation of the Mobile Workforce

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Online

2.00 Credits

Member Price: $99

What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out of state employee?

Measuring Audit Risks

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Online

3.00 Credits

Member Price: $129

The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality

Just Ask Why - Searching for Answers: Generating Solutions

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Online

4.00 Credits

Member Price: $159

The basic benefits of why                                                  The 5-15 report                        Curiosity and creativity    

IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

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Online

8.00 Credits

Member Price: $400

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 that 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 ½ 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

ACPEN Signature 2025-2026: Business Fraud Update and Managing the Risk of Fraud

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Online

8.00 Credits

Member Price: $300

Business Fraud Fraud Risk Management and Fraud Risk Assessments Data Analytics and Digital Analysis Providing Forensic Services Conducting Investigations

Common Financial Statement Disclosures

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)

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Online

1.60 Credits

Member Price: $79

Forensic Accounting Accounting Auditing Finance

Benford's Law and Other Digital Analysis Techniques

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Online

1.80 Credits

Member Price: $109

Benford’s Law Digital Analysis Data analytics

CFO Series: Beyond the Boardroom Best Governance Practices

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Accountability in the workplace.Leadership, governance and ESG (Environmental, Social and Governance).The role of the Board in governance.Setting ethical standards.The keys to true governance best practices.Practical applications in smaller organizations.

Critical Thinking Skills: Prevent Mistakes Now

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Online

2.00 Credits

Member Price: $109

Critical Thinking Communication

How Fraud Can Affect Smaller Organizations 25-26

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Online

4.00 Credits

Member Price: $175

The reasons for fraud Fraudulent acts that are initiated against smaller organizations Methods to stop fraud attempts against small businesses

Optimize Your Staff's Performance

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Online

4.00 Credits

Member Price: $159

The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment

Master the Art of CPA Communication: Boost Your Influence!

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Techniques for simplifying complex financial information for clients and stakeholdersPersuasive communication principles aligned with CPA rolesBuilding and maintaining trust and credibility with diverse stakeholdersCase studies and Interviews with Finance, Accounting and CPA professionalsDeveloping empathy and emotional intelligence in communicationsBest practices for active listening to strengthen client relationshipsApplication of Influencer principles for impactful change in communication

S Corporation Essentials: Review & Update

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Online

4.00 Credits

Member Price: $159

Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt S corporation open account debt Limitation of deduction of losses AAA and distributions

Money Laundering Awareness for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics

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

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Online

2.00 Credits

Member Price: $109

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

Advanced Cost Accounting: Eliminate Calculation Distortions

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Online

2.00 Credits

Member Price: $109

Cost Accounting

Ethics - A Line in the Sand; Implications for Daily Business

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Online

4.20 Credits

Member Price: $159

Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years