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CPE Catalog & Events

Showing 12955 Webcasts Results

Surgent's Accountability and Action

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Online

4.00 Credits

Member Price: $159

Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don’t do well

Taking a Global View of Professional Ethics

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Online

2.00 Credits

Member Price: $109

What is “Ethics”? Interaction between Law and Ethics Principles and Best Practices: AICPA Code of Professional Conduct IESBA Code of Ethics for Professional Accountants Case Study: Ardent Harmony Fund v. BDO Trinity

Why Auditors Fail To Detect Fraud

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Online

2.00 Credits

Member Price: $109

Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it

Better Business Writing: Improve Your Speed and Quality

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Online

2.00 Credits

Member Price: $109

Writing Communications

Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules

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Online

2.00 Credits

Member Price: $99

529 to Roth: who, what, when, and how SECURE Act 1.0 and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax

Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business

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Online

3.00 Credits

Member Price: $149

Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and using the residual method Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock

Comprehensive Accounting and Financial Reporting Update

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Online

4.00 Credits

Member Price: $149

The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.

I want the TRUTH: Preparing to be an Expert Witness

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Online

2.00 Credits

Member Price: $109

Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques

Entertainment, Meals & Travel Expenses: Review and Update

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings

The Power of a Good Story!

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Online

4.00 Credits

Member Price: $159

The 3 elements of storytelling    3 real world examples                  10 thoughts for the road   

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)

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Online

1.00 Credits

Member Price: $59

Fraud Risk Management

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Online

2.00 Credits

Member Price: $109

Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools

Clean, Transform & Load Data in Power BI

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.

Fraud Assessment for Small and Medium Sized Businesses

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Online

4.00 Credits

Member Price: $159

The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today

ChatGPT for Accountants: 50+ Use Cases

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Online

2.00 Credits

Member Price: $89

Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making

Navigating Leaves of Absence

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Online

1.00 Credits

Member Price: $59

Family Medical Leave Act - full time and intermittent Americans With Disabilities Act  Special rules for managers  Handling fraud, abuse, and performance issues in connection with a leave of absence 

Introduction to Governmental Accounting

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Online

2.00 Credits

Member Price: $109

Governmental financial reporting Auditing Yellowbook

Ethics: 10 Crucial Qualities of High Character CPAs

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so

Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation

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Online

3.00 Credits

Member Price: $129

Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession

Tactics to Find Work Life Balance in a Complex World

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Online

1.00 Credits

Member Price: $55

The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list