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CPE Catalog & Events

Showing 12874 Webcasts Results

Estate & Trust Primer - Tax Staff Essentials

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Online

4.00 Credits

Member Price: $225

Types of trusts Trustee powers Recognition and realization of income Elements of an estate Taxation of trusts and estates Basic concepts of estate planning

Surgent's IRS Tax Examinations and Hot Issues

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Online

4.00 Credits

Member Price: $159

Criteria that the IRS uses to select returns for examination Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft Understanding worker classification determinations on who is an employee and who is an independent contractor Distinguishing S corporation officer’s reasonable compensation issues How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty Tax-related identity theft procedures

Surgent's Performing an Effective Audit Risk Assessment

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Online

4.00 Credits

Member Price: $159

Audit process and planning Materiality, performance materiality, and tolerable misstatement Assessing the risk of material misstatement Understanding internal controls and when the auditor must evaluate the design and implementation of internal controls Designing procedures to test the effectiveness of controls Issues noted related to performing substantive procedures Documentation Communication with the Client and Governance

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)

HR Investigations - Episode 1 - Introduction-Assessing-Planning

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Online

1.00 Credits

Member Price: $59

Investigation terminology Assessment skills Investigative methodology

Will Your Ethics Be Burned by Burnout?

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Explore the effects of crisis and burnout on ethical decision-makingDefine the stressors, pressures, and biases that can lead good people to make less than optimal choicesDiscuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teamsLearn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope

Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities

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Online

3.00 Credits

Member Price: $149

How to calculate a partner or S corporation shareholder’s basis Form 7203 and an S corporation shareholder’s basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation

SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement

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Online

3.00 Credits

Member Price: $129

How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud Inquires of management …….. and others The audit planning process; when we start and when we stop The importance of brainstorming and what two things should a talk about Revisions of our risk assessment Determining materiality

Forensic Accounting: When The Office Is A Crime Scene

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Online

4.00 Credits

Member Price: $149

The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions

Business Tax Update: Recent Developments

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:2021/22 legislation impacting business taxpayersExtenders legislation updateMeals and entertainment expense reportingPartnership and S corporation updateIncome and deductions

Grading Your Auditors - Are You Getting the Most Value?

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit

The Controllers Role in Data Analytics and Big Data

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Online

1.50 Credits

Member Price: $79

Accounting Finance Financial Statements

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

How to Build a Custom AI Chatbot and GPT in Plain English

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants

Taxation of Judgements and Settlements

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Online

2.40 Credits

Member Price: $109

Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.

SECURE Act 2.0 and Updates (2025)

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Implications for individualsChanges to the Saver’s CreditChanging the required minimum distribution rules for Roth 401(k)sChanges to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency ExpensesSpecial provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plansOpportunities for student loan payment matchingImplications for EmployersStarter § 401(k) plans for small employersRequiring automatic 401(k) enrollmentImproving worker access to emergency savingsIncreasing part-time workers’ access to retirement accountsStatute of Limitations on excise taxes imposed on overcontributions to retirement plansMultiple employer §403(b) plansAutomatic portability provisionsOther changes in the administration of company retirement plans

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

Accounting for the Gig Economy

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Characteristics unique to the gig economyIndependent contractor and employee classification considerationsRecordkeeping considerations for independent contractorsAccounting and reporting issues for gig economy participantsAudit and attestation for clients who participate in the gig economyTax and regulatory considerationsThe CPA as a trusted advisor for independent contractors

HR Investigations - Episode 2 - Interview Techniques

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Online

2.00 Credits

Member Price: $109

Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results

The Controllership Series - The Financial Close Process

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Online

1.50 Credits

Member Price: $79

Accounting Finance Financial Statements