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CPE Catalog & Events

Showing 14356 Webcasts Results

Grading Your Auditors - Are You Getting the Most Value?

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit

Criminal Tax: How CPAs Bring Value to Defense Attorneys

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.

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

Surgent's Nuts & Bolts of Cryptocurrency Taxation

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Online

2.00 Credits

Member Price: $99

What is blockchain technology? How do you buy crypto? How do you store crypto? Use cases of cryptocurrency Blockchain technology  Use cases of cryptocurrency Tax overview How taxes work for cryptocurrency investors How taxes work for cryptocurrency mining Taxation of other transactions Foreign reporting requirements and crypto How to use a tool like CoinTracker to calculate capital gains and losses New developments in the space Tax planning opportunities  Why do accountants need to care?

Accounting Fraud 25-26

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Online

8.00 Credits

Member Price: $329

The elements of fraud and the Fraud Triangle Theory Types of fraud with a focus on management fraud Best practices in fraud detection and deterrence

Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 25-26

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Online

8.00 Credits

Member Price: $329

Divorce and ongoing payment issues dealing with alimony and child support Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options

Estate Planning: A Comprehensive Overview 25-26

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Online

8.00 Credits

Member Price: $329

Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem

Implementing and Maintaining an Internal Control System 25-26

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Online

8.00 Credits

Member Price: $329

Considerations for the maintenance of an internal control system The types of policies and procedures organizations should utilize Reviewing and testing control measures Updating controls and implementing control changes

Implementing an AI-Enabled Marketing Strategy for Your Firm

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Module 1: Introduction to AI in Marketing   The Basics of AI – Concepts and TerminologyModule 2: Leveraging AI Tools and Technologies   Overview of AI Tools for MarketingModule 3: Practical Strategies for AI Integration   Integrating AI into Your Marketing WorkflowModule 4: Measuring AI-Driven Marketing Effectiveness   Key Metrics for Assessing AI-Driven CampaignsModule 5: Real-Life Case Studies and Success Stories   Case Studies of Firms Successfully Using AI in MarketingModule 6: Developing Your AI-Enabled Marketing Strategy   Creating a Custom AI Marketing Strategy

The Seven High Quality Questions that Lead to Success & Solutions

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Online

2.50 Credits

Member Price: $109

Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models  

Surgent's Basis Shifting: Final Regulations

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Online

4.00 Credits

Member Price: $159

What is a transaction of interest? Reporting transactions of interest on Form 8886 Why make a Section 754 election? Adjustments under Sections 743(b), 734(b), and 732 Applicable threshold amounts for reporting What is a basis shift? Who is a material advisor and why is that status important? Section 755 rules for allocating the Section 743(b) and Section 734(b) basis adjustments Transfers of a partnership interest on death What is a substantially similar transaction? Who is a “tax-indifferent” party in a partnership?

Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities

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Online

4.00 Credits

Member Price: $159

The Inflation Reduction Act of 2022 Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new §461(l)), American Rescue Plan Act, and Inflation Reduction Act

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

Accounting Fraud 25-26

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Online

8.00 Credits

Member Price: $329

The elements of fraud and the Fraud Triangle Theory Types of fraud with a focus on management fraud Best practices in fraud detection and deterrence

Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 25-26

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Online

8.00 Credits

Member Price: $329

Divorce and ongoing payment issues dealing with alimony and child support Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options

Estate Planning: A Comprehensive Overview 25-26

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Online

8.00 Credits

Member Price: $329

Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem

Implementing and Maintaining an Internal Control System 25-26

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Online

8.00 Credits

Member Price: $329

Considerations for the maintenance of an internal control system The types of policies and procedures organizations should utilize Reviewing and testing control measures Updating controls and implementing control changes

Forensic Accounting: Fraud Investigations

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Online

8.00 Credits

Member Price: $349

Evidence in the investigative process Tools used in forensic investigations Conducting interviews Forensic accounting reports Expert witness testimony

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

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Online

8.00 Credits

Member Price: $299

Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 146 on quality management) Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects) Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits)

The Best Federal Tax Update Course by Surgent

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Online

8.00 Credits

Member Price: $299

Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance Timely coverage of breaking tax legislation Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule FinCEN reporting requirements under the Corporate Transparency Act  Employee Retention Tax Credit updates 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