Skip to main content

CPE Catalog & Events

Showing 12803 Webcasts Results

Preparing to be a Forensic Accountant - Cloud Forensics

-

Online

1.40 Credits

Member Price: $79

Forensic Accounting Accounting Auditing Finance

Integrity, Objectivity and Judgment: Values in Action

-

Online

1.00 Credits

Member Price: $55

The major topics covered in this class include:AICPA Code of Conduct: Integrity and ObjectivityCase Study: Mortgage crisis of 2007-2010Case Study: World Com

Obtaining an Understanding of Internal Control

-

Online

1.00 Credits

Member Price: $75

Various definitions and aspects of internal control, including separation of duties and safeguarding of assets Key aspects of internal control from various organizations, such as COSO, SEC, and PCAOB Factors to consider, for example, industry, regulation, and nature of the entity Risk assessment procedures, namely inquiry, analytical procedures, and observation and inspection, as well as brainstorming

Revenue Recognition Topic 606 - Identify the Contract Part 1

-

Online

1.20 Credits

Member Price: $59

Revenue Recognition

Accounting for and Auditing Cryptocurrency & Digital Assets

-

Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records

Individual Tax Update: Recent Developments

-

Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:2021/22 legislation impacting individual taxpayersExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses

The New AICPA Statements on Standards for Tax Services

-

Online

2.00 Credits

Member Price: $109

Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities

Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A

-

Online

4.00 Credits

Member Price: $159

Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction Definition of self-rental property - both for Sections 199A and 469 Reporting using Form 1040, Schedule E, page 1 and 2 Self-rental property and the Form 8582 (passive activity)

Performing a Single Audit Under the Uniform Guidance

-

Online

8.00 Credits

Member Price: $349

Fundamentals of a compliance audit performed under the Uniform Guidance Identifying federal awards and major programs Pass-through entities and subrecipients Schedule of expenditure of federal awards (SEFA) Using the compliance supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance Writing an audit finding and reporting requirements of a single audit

Surgent's Perplexing Financial and Economic Issues for the CFO/Controller

-

Online

8.00 Credits

Member Price: $279

Regulatory, fiscal, and monetary policies impact on the organization Dodd-Frank Bill and impact on financial reform Health insurance reform and the impact on the employer Managing risk in an uncertain economic climate

Internal Control Changes for Remote Workers

-

Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.

Forensic Accounting: Investigating Divorce Cases

-

Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:The role of a forensic accountant in divorce proceedingsThe marketing of forensic accounting services to family law attorneysHow to conduct a financial investigationCommon areas to uncover hidden assets or incomeThe basic calculations in evaluating marital assetsTestifying in depositions and divorce court

Documenting Internal Control

-

Online

1.00 Credits

Member Price: $75

Documentation tools such as internal control questionnaires, narratives, flowcharts and control matrixes Auditor considerations for documenting internal controls in a risk assessment Documentation of an assessment of internal control

ChatGPT and Advanced Accounting Research

-

Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:The accounting research transformation: Comparing Google vs. AI methodologiesAI ecosystems and specialized models for accounting applicationsAdvanced prompt engineering techniques for financial and tax researchAI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstoresPersona priming and P&P stacking methodologies for optimal AI interactionsEthical considerations and limitations of AI in accounting researchThe compliance chess effect: AI's impact on tax planning and regulatory responseAI-driven automation for regulatory updates and compliance monitoring

Surgent's Elder Fraud

-

Online

2.00 Credits

Member Price: $119

Common elder fraud schemes How to recognize scam attempts What to do when you think you are being scammed Where and how to report a scam What you should do now to prevent being scammed How to avoid being scammed on the internet Why older Americans are disproportionately impacted by scams and fraud Technical support scams How to avoid giving money to scammers What to do if you or someone you know is targeted by fraud The National Elder Fraud Hotline How to get your money back after being scammed Types of elder law financial exploitation

Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations

-

Online

2.00 Credits

Member Price: $99

Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations

Tax Practice Ethical Challenges and Circular 230

-

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

Taxation of Judgements and Settlements

-

Online

2.40 Credits

Member Price: $109

Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.

Finding Errors in Excel Spreadsheets

-

Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.

Revenue Recognition - Topic 606 Overview

-

Online

1.50 Credits

Member Price: $79

Revenue Recognition on Contracts with customers