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CPE Catalog & Events

Showing 12826 Webcasts Results

Consulting Services Secrets

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Online

1.00 Credits

Member Price: $59

Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants

Building Resiliency: The Upside of Stress

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Online

1.00 Credits

Member Price: $75

How your view of stress determines its effect on you Think of stress differently so that it is beneficial rather than harmful The benefits of stress How to cultivate a mindset that embraces stress and activates the brain's natural ability to learn from it

Preparing for & Conducting Discharge Meetings

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Online

1.00 Credits

Member Price: $59

Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1

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Online

1.00 Credits

Member Price: $59

Forensic Accounting Accounting Auditing Finance

Was It Fraud or Just Poor Audit Quality?

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Online

1.60 Credits

Member Price: $79

Financial statement manipulation Ethics enforcement process Auditor conflicts of interest

Hot Topics Audit & Attest Update

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar

Surgent's Choosing the Right Business Entity

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Online

2.00 Credits

Member Price: $99

Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.

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

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    

Financial Statement Analysis

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Online

4.00 Credits

Member Price: $159

Purposes of financial statement analysis Trend analysis and vertical & horizontal analysis Simple and multivariate regression; Analysis of metrics Assessment of liquidity, solvency, and profitability Using data visualizations The role of qualitative factors

Preparing and Reviewing Workpapers for Higher Quality Audits

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Online

4.00 Credits

Member Price: $159

The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers   Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards 

Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know

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Online

4.00 Credits

Member Price: $225

Revenue recognition overview Identifying the contract with a customer and performance obligations Transaction price

Year-End Tax Planning: Thinking Outside the Box

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Online

4.00 Credits

Member Price: $159

Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues

Preparation, Compilation and Review Issues - Highlights 25-26

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Online

2.00 Credits

Member Price: $99

AR-C 60 AR-C 70 AR-C 80 and AR-C 90

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

Best Non-Google Search Tools for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Why Advanced Search Skills Are So Critical for AccountantsWhy You Need More than Google to Search the InternetGARP: Generally Accepted Research PrinciplesAlternatives to GoogleAdvisory SearchSocial SearchSpecialty searchSearch Engine resourcesWhat's Ahead in Search

Tax Practice Conduct Standards: Circular 230 and AICPA Statements 25-26

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Online

4.00 Credits

Member Price: $175

Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services Tax shelter and reportable transaction issues in depth Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements

The Generation-Skipping Transfer Tax and Dynasty Trusts 25-26

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Online

4.00 Credits

Member Price: $175

Calculation of the GST tax, and how it relates to the estate tax and gift tax Direct skips, taxable distributions, and taxable terminations GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts Calculating the benefit of and designing Dynasty Trusts

What Every CPA Should Know About Fraud 25-26

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Online

4.00 Credits

Member Price: $175

How is fraud detected The role of external auditors in finding fraud Revenue recognition issues Corrupt management Data mining Physical and biometric controls

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