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CPE Catalog & Events

Showing 12857 Webcasts Results

Inventory Accounting GAAP, Software and Recognizing Variances

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Online

2.00 Credits

Member Price: $109

Inventory accounting GAAP Methods for dealing with variances  

Preparing Quality of Earnings Analysis 25-26

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Online

3.00 Credits

Member Price: $139

Uses of a Quality of Earnings Report Information needed to prepare the report Overlapping enterprise valuation concepts Various adjustments to "as reported" EBITDA

Al Capone to Cybercrime: The Journey of IRS Special Agents

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system.Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.

Guide Strategy, Attract Investments with Financial Forecasts

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to Financial Statement ForecastingOverview of the importance and benefits of forecasting for strategic planning and investment attraction.The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends.Analyzing Historical Data: Methods for leveraging past financial data to inform future projections.Incorporating Market Trends: How to integrate market insights into financial forecasts.Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning.Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure

Cultural Transformation

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture

Maximizing the Tax Benefits of an Installment Sale

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Online

1.00 Credits

Member Price: $59

Installment sale treatment eligibility When to elect out of installment sale treatment Installment sales of business assets Installment sale default and the rules for personal property vs real property Depreciation recapture

Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares

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Online

2.00 Credits

Member Price: $99

Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules

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

Current Fraud Trends - Nonprofit and Government Entities

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Online

2.00 Credits

Member Price: $109

Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud

Five Amazing Business Books in 100 Minutes

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Online

2.00 Credits

Member Price: $109

Five business books, including,  •   “Leaders Eat Last”, by Simon Sinek, •   “Zero to One” by Peter Thiel, •   “American Icon” by Bryce Hoffman, •   “Slide:ology” by Nancy Duarte, and •   “Brain Rules” by John Molina.

Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor

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Online

2.00 Credits

Member Price: $99

Final Rule - Employee or Independent Contractor Classification Under the FLSA: the multifactor “economic reality” test; What analysis guides whether a worker is an employee or independent contractor under this final rule? Can a worker voluntarily waive employee status and choose to be classified as an independent contractor? Are any of the economic reality factors adopted in this rule more important than others when evaluating a worker’s employment status? How does the final rule explain “extent to which the work performed is an integral part of the employer’s business?” The Federal Trade Commission’s Decision on Non-compete Agreements: impact on new and existing non-competes; treatment and definitional terms for senior executives; definition of a non-compete clause; definition of a “worker” New Overtime Rules: exemptions from minimum wage and overtime pay requirements for executive, administrative, professional, outside sales, and computer employees; increases in the standard level and the highly compensated employee total annual compensation threshold; new mechanism allowing for the timely and efficient updating of the salary and compensation thresholds

Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know

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Online

2.00 Credits

Member Price: $99

Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position

Managing Your Money in Retirement

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Online

3.00 Credits

Member Price: $129

Social Security Retirement Asset allocation Fraud  

Tax Season Update for Business with Steve Dilley

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Online

4.00 Credits

Member Price: $129

Update on significant 2024-25 business tax developments and related cases and rulings Review of recent business tax provisions and their integration into tax forms Depreciation changes in Section 179 and Sec. 168(k) bonus depreciation Tax issues impacting "gig" workers, including Form 1099-K The details on what happened to the various "sunset" provisions of the 2017 tax act

Understanding Internal Control Constructs

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Online

4.00 Credits

Member Price: $149

The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency

Talk This Way - Communication Skills for the CPA

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid

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

Revenue Recognition - Topic 606 Disclosures

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Online

1.20 Credits

Member Price: $59

Revenue Recognition Accounting

Awesome Business Lessons from the Past: Learn from the Best!

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Online

2.00 Credits

Member Price: $109

The six methods to get others to like you How to learn what others want What are twelve ways to win others to your way of thinking? How to destroy your enemies What are the fundamental principles of Henry Ford’s success? Focus on technology, training and ‘Scientific Method’ Value of training and education The need for fun What are the thirteen steps necessary to plan for success? All plans must adjust to changing realities What are the traps to avoid? How to use these principles to move your organization forward

Determining Reasonable Compensation for Owner Employees

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Online

1.00 Credits

Member Price: $55

The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units