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CPE Catalog & Events

Conferences/UACPA Classes 21 Chapter/Special Events 6 Ethics 310 Webinars 6991 OnDemand/Self Study 622 All 7950

Showing 6991 Webinars Results

K2's 2024 Tech Update

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Webinar

2.00 Credits

Member Price: $79

AI and machine learning trends Quantum computing in finance Understanding the growing impact of blockchain and digital currencies in accounting Software and hardware innovations

Fixing Your Chart of Accounts

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Webinar

1.00 Credits

Member Price: $55

Current Chart of Accounts Best PracticesWhy developing a chart of accounts begins with studying your organizational chartHow to identify your account segmentsDetermining the order of your account segmentsBest practices for numbering account basesHow to avoid memorizationFixing Your Current Chart of AccountsHow big company and small company software differsTwo key approaches for preserving your historical dataWhat to know when making major chart of accounts changes

Coaching Leaders to Handle Sensitive Employee Relations Situations

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Webinar

1.20 Credits

Member Price: $39

Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions  

Indirect Rate Recovery for Non-Profits & Pass-Through Entities

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Webinar

1.00 Credits

Member Price: $39

Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation

Budgeting: Presenting and Communicating your Numbers

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Webinar

2.00 Credits

Member Price: $79

Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types

Current Audit Environment and ASB Activity

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Webinar

2.00 Credits

Member Price: $118

Updates to auditing and attestation standards Recently issued exposure drafts Current environment and implication for audit planning

Donating Cryptocurrency and Avoiding Traps for the Unwary

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Intro to digital assetsDifferences between cryptocurrency and non-fungible tokens (NFTs)IRS Notice 2014-12Tax implications of contributing digital assetsGift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs.Substantiating charitable contributions of digital assetsTraps for the unwary.

Real World Business Ethics Scenarios

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Webinar

2.00 Credits

Member Price: $85

The Angry Boss Financial Close Dilemma Petty Cash Fund Management Incentives I Need My Job

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know

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Webinar

4.00 Credits

Member Price: $213

5-step process for recognizing revenue

What's Going on at the FASB (2024)

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. Review year 2 implications of the leases standard including modification accounting. A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.

AICPA's Annual Federal Tax Update

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Webinar

8.00 Credits

Member Price: $332

Strategies for tax savings Business entity changes IRS administrative issues, compliance, and new forms Court cases settled in the last year that provide tax return guidance Position authority IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

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Webinar

8.00 Credits

Member Price: $299

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions  SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters

Surgent's Social Security and Medicare: Planning for You and Your Clients

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Webinar

8.00 Credits

Member Price: $279

Legislative developments A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit Qualification: Has the client retired? How business entities may be used for Social Security advantage Income taxation of Social Security: avoidance tactics Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits?  Why should both spouses qualify for survivor benefits? Disability benefits When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70 Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know

Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners

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Webinar

8.00 Credits

Member Price: $279

Schedules K-2 and K-3 and filing exceptions Form 7203  IRS Tax Pro Account  IRS modernization initiatives Information Returns Intake System (IRIS) Identity Theft warnings   IRS guidance for the marijuana industry  “Recycled” Form 1099-NEC to report nonemployee compensation  Form 1065 steps for reporting capital  Centralized audit regime; late filing penalties and small partnership relief  “Substance over Form” argument of shareholder loans  Advanced study of “At-Risk” loans  Employer W-2 correction requests  White House 2024 Budget Points  Don't get caught watching the paint dry -- What is hot and new  What is terminating S corporations today?  Special allocation issues of §704  Final regulations for allocating depreciation recapture to partners and members of LLCs 

The Best Federal Tax Update Course by Surgent

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Webinar

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, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Bonus Depreciation  Section 163(j)  Section 174 Research and Experimental Expenditures Residency and Domicile Selling a principal residence, including tax planning strategies Virtual currency, including recent developments regarding NFTs New FinCEN reporting requirements in 2024 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

Walter Haig's Business Financial Health Checkup

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Webinar

8.00 Credits

Member Price: $239

The major topics that will be covered in this class include:How to use analytical procedures as a management tool to identify areas hindering the profitability of the entityHow to use analytical procedures to identify misstatements in financial informationTechniques for developing a "workable" business planRecasting GAAP financial statements into powerful management toolsDeveloping and using benchmarks to identify profitability problemsIdentifying profitability key factorsThe relationship of internal controls and the health of an entityCommon weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknessesHow to create "goal" statements that achieve results

Payroll Essentials: De-mystifying Form W-4

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Form W-4, Employee Withholding Certificate changesUnderstanding what an employer can, and cannot do with regards to Form W-4

2024 Best-In-Class Recruiting Strategies

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Webinar

1.00 Credits

Member Price: $39

Recruiting & Retention Talent Management Employee Engagement

The Controller Function - Inventory Part 1

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Webinar

1.80 Credits

Member Price: $59

Accounting Finance Operations

2024 The Preparation of Form 706 and 709 - Understanding the Law

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Webinar

2.00 Credits

Member Price: $79

Estate and Gift Taxation Fundamentals Valuation of Estate Assets Components of the Gross Estate Deductions in Estate Taxation Charitable and Marital Deductions Tax Credits and Their Application