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CPE Catalog & Events

Showing 12826 Webcasts Results

The Role of Internal Control in the Risk-Based Audit

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Online

4.00 Credits

Member Price: $159

Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients

Interview Techniques & Detecting Deception

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Online

2.00 Credits

Member Price: $109

Interview techniques Signs of Verbal and Non-verbal communication Planning and preparing for an interview

ChatGPT and Advanced Financial Analysis for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT

The Controller Function - Elevating the Role

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Online

1.50 Credits

Member Price: $79

Accounting Finance Auditing Business Development

The Controller Function - Inventory Part 1

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Online

1.80 Credits

Member Price: $79

Accounting Finance Operations

Nonprofit Taxation Rules and Form 990

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Online

2.00 Credits

Member Price: $109

Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive

Independence Requirements for CAAS Engagements

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Online

2.00 Credits

Member Price: $109

CAAS Auditing & Accounting Yellowbook Ethics

Profitability Pricing: Boost your Bottom Line

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Online

2.00 Credits

Member Price: $109

Competitive bids Achieving target profitability   

Building Your Personal Net Worth: Invest in Your Future

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Online

2.00 Credits

Member Price: $109

Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs

Auditing, Assurance, and Ethics Update for Governments and Not-for-Profits

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Online

3.00 Credits

Member Price: $175

Key Topics Auditor reporting standards Auditing Standards Board updates Common audit deficiencies SQMS No. 1 and SQMS No. 2 2024 Yellow Book revision

Advanced Cybersecurity - Beyond the Basics

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Understanding Cyber Threats and Risks in FinanceCybersecurity Frameworks and Best Practices for Financial ProfessionalsFinancial Data Security and Encryption TechniquesCybersecurity Auditing and Forensic InvestigationsEmerging Technologies and Trends in Financial CybersecurityLeadership and Governance in Cybersecurity for Financial Executives 

Titans Annual Federal Tax Planning: Business & Estate Update 25-26

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Online

8.00 Credits

Member Price: $329

New law provisions and guidance and tax form changes affecting business entities, tax-exempts and estates and trusts with emphasis on details of relevant energy and research credits, loss limitation and any federal law changes in 2025 Key cases and IRS and FTB guidance affecting partnerships, LLCs, C corporations, and S corporations Employment taxes and worker classification matters Accounting method developments Tax credits updates Federal and California The state of California and multistate significant developments, including nexus and sourcing Expired and expiring provisions Inflation-adjusted amounts for 2026

2025 Annual Update for Governments & Not-for-Profits

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Online

8.00 Credits

Member Price: $239

The major topics that will be covered in this course include:New GASB standardsGASB 100, Accounting Changes and Error CorrectionsGASB 101, Compensated Absences.Accounting Standard Updates issued by the FASBNot-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on.Yellow Book and Single Audit engagements.Changes in the 2024 Compliance SupplementChanges to the Uniform GuidanceCommon deficiencies identified by the federal agencies and peer reviewers.

Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers

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Online

8.00 Credits

Member Price: $279

Review an error-prone "staff-prepared" Form 1040 from client-provided information. Where do you start? Get to know your client and ask the questions Several new reporting issues for the reviewer to consider, including the main credit provisions as enacted under the American Rescue Plan What are common errors preparers make and what are the areas generating malpractice claims? The importance of engagement letters, questionnaires, and §7216 permission statement Initial administrative groundwork Identifying organizing issues in the tax return to be reviewed Avoiding “willful blindness.” Handling ethical and moral dilemmas Efficient review of certain advanced issues for income, adjustments, deductions, and credits Effective procedures for delinquent clients, filing past-due tax returns First-time client issues requiring extra scrutiny Multiple checklists of efficient procedures to identify potential issues on a 1040 return Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients Reconciling time pressure with thoroughness and quality control Professionals acting professionally

Surgent's Preparing Not-for-Profit Financial Statements

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Online

8.00 Credits

Member Price: $279

Key requirements, options, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more

The Best Federal Tax Update Course by Surgent

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Online

8.00 Credits

Member Price: $299

Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions  The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Cryptocurrency 15 Years Later - A Market Update

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Update on the cryptocurrency marketplaceCryptocurrency exchanges - the good, the bad and the uglyOverview of cryptocurrency taxation regulationsThe technology behind cryptocurrency - Proof of stake, Layer 2, wallets and moreBlockchain technology update

HR Investigations - Episode 1 - Introduction-Assessing-Planning

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Online

1.00 Credits

Member Price: $59

Investigation terminology Assessment skills Investigative methodology

Introduction to Yellow Book

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Online

2.00 Credits

Member Price: $109

AICPA Code of Professional Conduct Accounting & Auditing Yellowbook

International Tax Treaties

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Online

2.00 Credits

Member Price: $109

Tax treaties Tax impact of cross-border transactions