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CPE Catalog & Events

Showing 12978 Webcasts Results

Reviewing Individual Tax Returns

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Online

2.00 Credits

Member Price: $125

Passive-activity losses Qualified business income deduction Home office Schedule C activity and hobby losses Business start-ups and deductions Alimony Discharge of debt

Yellow Book Ethics

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior

KPI Bootcamp for Small Businesses

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Online

5.00 Credits

Member Price: $189

Turning strategy into KPIs KPI shortlisting and selection KPI definition KPI implementation KPI deployment

ChatGPT Vision for Financial Analysis

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps  - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.

Controller Series: Technology - Must Have Excel Competencies

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Online

1.00 Credits

Member Price: $75

Reality of Excel use Gartner - Magic Quadrant of tools for data analysis Will Excel go away? Two essential Lean principles Misuses of Excel APIs (Automated Program Interfaces) Relationship between Excel and data analytics Excel tips and tricks

Partnership Property Distributions and the New Form 7217

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Online

1.00 Credits

Member Price: $59

Property distributions in liquidation of a partner's interest Section 751 and its impact on property distributions from a partnership Mechanics of completing Form 7217 - new for 2024 The Section 754 election and its role in partnership property distributions

Forensic and Fraud Interviewing Techniques and Skills

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Online

2.20 Credits

Member Price: $109

Forensic Accounting Accounting Auditing Finance

Fraud Busters: Controls to Prevent & Detect Fraud

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them

Surgent's Excel Shortcuts for Accountants

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Online

2.00 Credits

Member Price: $99

Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall

Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence

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Online

2.00 Credits

Member Price: $99

What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT – what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools

Tax Practice Ethical Challenges and Circular 230

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Online

2.00 Credits

Member Price: $109

Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees

Conducting a Remote Audit

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Online

4.00 Credits

Member Price: $225

Leveraging the benefits of remote auditing Managing the team, client, and audit process remotely Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing Understanding narrow-topic considerations when remote auditing

Controls to Secure the Growing Digital Footprint

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Online

4.00 Credits

Member Price: $149

The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices

Exploring Internal Controls That Could Have Prevented Frauds

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios

Surgent's Select Estate and Life Planning Issues for the Middle-Income Client

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Online

4.00 Credits

Member Price: $159

Changes to the lifetime estate tax exemption in light of proposed regulations SECURE 2.0 updates More than 20 documents that should be reviewed that are neither a will nor trust Provisions you need in a will Trusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Realistic retirement goals Developments relative to estate tax, and the implications for planning

Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence

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Online

2.00 Credits

Member Price: $109

How well-designed analytic procedures enhance audit quality Elements of strong analytic procedures Selecting the proper analytic, and altering the strength for the intended purpose Evaluating the data used in generating expectations Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained

FASB Update and Review

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Online

2.00 Credits

Member Price: $109

FASB updates that will affect near-term reporting Future topics that may soon be addressed by the FASB

Surgent's Introduction to Required Minimum Distributions

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Online

2.00 Credits

Member Price: $99

How SECURE Act 1.0 and SECURE Act 2.0 changed the RMD rules What is an RMD? Who is subject to RMDs? The types of accounts subject to RMDs How to calculate an RMD How to determine if a distribution can be an RMD How to determine which life expectancy table must be used when calculating an RMD The rollover and transfer rules during an RMD year IRS penalties for non-compliance with RMD regulations Applying RMD strategies to different plan types When RMDs can and cannot be aggregated How to correct an RMD shortfall How to get a waiver of the excise tax on an RMD failure The tax implication of an RMD How to donate an RMD tax-free How to determine the RMD rules that apply to a beneficiary

Gamed: Why Performance Targets and Incentives Fail and How to Fix Them

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Online

4.00 Credits

Member Price: $159

Diagnosing problems with existing performance targets and incentives Designing performance targets (that work in the real world) Designing incentives the drive the intended behaviours and outcomes Avoiding common mistakes, problems and pitfalls with performance targets and incentives

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