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CPE Catalog & Events

Showing 7432 Webcasts Results

PowerPoint for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:Exploration of tabs within PowerPoint's ribbonInitial creation of a slide deckUsing slide mastersUtilization of external contentSmartArtAlignments and layoutsTips and tricks for efficiencyBest practices for effective presentation deliveryOther creative uses for PowerPoint

Balancing Employee and Employer Rights

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Online

1.00 Credits

Member Price: $39

Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.  

AI Privacy, Security, and Compliance Masterclass

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction:  What is AI Security, Privacy and Compliance (AISPC)?Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for AccountantsAISPC Policy Best PracticesKey Tactical Questions for Addressing Data Security and PrivacyOpenAI and Compliance with Government RegulationsOpenAI and Two-Factor AuthenticationOther OpenAI Security, Privacy and Compliance ConsiderationsBest Practices for Secure Data Sharing with GPT How to Create a GenAI and ChatGPT Usage Policy for Your OperationsGeneral AI Policy Do’s and Don’tsAI Copyright Compliance & Protection GuideDeepfakes and Synthetic Media: A New Frontier for Fraud and MisinformationFrom Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and EthicsKey Takeaways

Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients

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Online

2.00 Credits

Member Price: $99

What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options

Surgent's Hiring New Workers and Payroll Taxes

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Online

2.00 Credits

Member Price: $99

Form W-4 Form I-9 Form W-9 End-of-year compliance Payroll tax returns Unemployment insurance

10 Ways to Create Delighted Clients and More Referrals

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Online

4.00 Credits

Member Price: $129

Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that

Strategies for Guiding Clients Through Challenging Situations: Tax Insights

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Online

8.00 Credits

Member Price: $225

Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.

Todd and Julie Chrisley Go to Prison

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Online

2.00 Credits

Member Price: $89

Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing

Audit 407: Auditing Contingencies and Going Concern

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:Overview of contingencies and related disclosuresIdentifying and determining proper accounting treatment for litigation, claims and assessmentsEvaluating the sufficiency of attorney's letter responses for audit evidenceEvaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of timeAuditing managements assumptions in making the going concern evaluationProper application of the liquidation basis of accounting

Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact 2024

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Online

4.00 Credits

Member Price: $159

Modeling cash flow and capacity Adaptive Capacity Model Segall's Law

A Culture of Regulatory Ethics: A Competitive Advantage

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Does it pay for a company to have strong ethics?Can you measure the financial impact of ethics?Does ethics make a difference in financial performance?Can ethics be used as a competitive advantage?What sets the CPA designation apart?AICPA Code of Professional Conduct & the Conceptual Framework ApproachEthics as a marketing toolPersonalizing your Code of EthicsFour building blocks of ethical cultureWhat influences employee behavior?Ethical researchBuilding trust in organizationsMaintaining objectivity in difficult situations

Advanced Excel Topics for Spreadsheet Power Users 2024

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Online

8.00 Credits

Member Price: $299

Using Excel for graphical output and dashboard reporting Data tools and the Data Analysis ToolPak Advanced functions and complex formulas Working with Excel tables and PivotTables

Federal Tax Update: Individual Form 1040 2024

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Online

8.00 Credits

Member Price: $299

Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures

Preparation, Compilations and Reviews-A Practical Workshop 2024

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Online

8.00 Credits

Member Price: $299

Preparation, Compilations and Reviews

I Spy with My Little Eye ... an Illegality

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Are Accountants the Conscience of Business?Today’s Ethical Duty of ConfidentialityIESBA NOCLAR PronouncementWhere We Go from Here (No Clarity?)Case Discussion and AnalysisConclusion

Accounting for and Auditing Cryptocurrency & Digital Assets

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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

The Great Divide - Successful Collaboration Across Generations for HR Professionals

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Online

1.00 Credits

Member Price: $39

Diversity Inclusion Generations Leadership Engagement

Navigating Difficult Conversations with Clients

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Online

1.00 Credits

Member Price: $39

Communication Negotiation Conflict Persuasion Management Leadership Customer Service

Mastering Charitable Remainder Trusts and Form 5227Compliance

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Online

2.00 Credits

Member Price: $79

Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing

2024 Taxation of Non-fungible Tokens (NFTs)

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Online

2.00 Credits

Member Price: $79

NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs