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CPE Catalog & Events

Showing 12844 Webcasts Results

Accountants and Malpractice: Can We Get Sued for This?

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.

Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain

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Online

1.20 Credits

Member Price: $59

Health and Wellness Burnout Stress Management Employee Engagement

Liquidity & Uncertainty Disclosures for Nonprofits

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Online

2.00 Credits

Member Price: $109

Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements Evaluating the need for going concern and other uncertainty disclosures in the current environment

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

Ethical Intelligence for Artificial Intelligence

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Benefits and pitfalls of artificial intelligence in the accounting professionSelecting and utilizing artificial intelligence resourcesApplying professional skepticism to resultsMaintaining independence while utilizing artificial intelligenceUpholding client confidentialityData security and retentionCitation of sources and related reporting considerationsApplication of the AICPA Code of Professional ConductEthical considerations when crafting policies and establishing best practices

The Successful Family Business

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Online

4.00 Credits

Member Price: $159

Business Management Organization  

Data & Predictive Analytics & Business Intelligence for Controllers/CFOs

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Online

4.00 Credits

Member Price: $159

DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.

Surgent's Excel: Mastering PivotTables

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Online

2.00 Credits

Member Price: $99

Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel

Surgent's Virtual Currency: Keeping Up with the Tax Code

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Online

2.00 Credits

Member Price: $119

Overview of virtual currency Property transactions with virtual currency Receiving virtual currency as payment Paying using virtual currency Charitable donations with virtual currency Gifting of virtual currency Form 8300 reporting

S Corporation Checkup: Tax Issues & Forms Reporting

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Online

4.00 Credits

Member Price: $159

Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations Comprehensive example to illustrate the mechanics of the basis determination process

All About Fraud - Examples, Prevention and Auditing

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Online

4.00 Credits

Member Price: $159

Auditing Yellowbook

Reviewing S Corporation Tax Returns: What Are You Missing?

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Online

4.00 Credits

Member Price: $225

Common errors made involving the following tax forms: Form 1120-S Schedule K-1 Schedules K-2 and K-3 Schedule L Schedules M-1 and M-2 Form 4562 Form 4797

Comprehensive Audit & SSARS Update

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:AICPA Accounting and Review Services Committee standards update and new practice aidAICPA Auditing Standards Board standards update including recent changes to the audit and attestation standardsAICPA’s new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resourcesPCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changesUpdate on AICPA’s Enhancing Audit Quality InitiativeTrends in audit quality including the DOL’s audit quality studyFrequent peer review findings and practice tips for achieving high practice qualityLatest on the DOL’s audit quality study

Cost and Pricing Models: Boost Your Bottom Line

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Online

2.00 Credits

Member Price: $109

Cost Accounting Activity-based Costing

SEC Case Studies: Ethical Dilemmas in Finance and Accounting

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to Ethics and Ethical DilemmasEthical Codes and Professional StandardsFraud and the Fraud TriangleEthical Decision-Making ModelsFinancial Statement Manipulation TacticsCash Flow and Key Metrics Misrepresentations

Surgent's Time Management for Professionals

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Online

2.00 Credits

Member Price: $99

Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan

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

Deep Dive into Common Auditing Deficiencies

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Online

4.00 Credits

Member Price: $159

Auditing Yellowbook GAAS

Spring Tax Update for Business with Steve Dilley

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Online

4.00 Credits

Member Price: $159

Recent legislative developments, cases and rulings impacting various business entity taxpayers Review of Inflation Reduction Act provisions impacting small businesses Business income, deductions and credits Section 174: Research and Experimentation Deduction update Form 1099-K reporting Depreciation update: Section 179 and 168(k) S Corporation and partnership update, including Schedule K-1 

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