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CPE Catalog & Events

Showing 2009 All Events Results

Featured

Nonprofit Recognition of Grants and Contributions under ASC 958-605 – Still Clear as Mud?

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Virtual

2.00 Credits

Featured

2024 Nonprofit Finance & Accounting Academy

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Alexandria

8.00 Credits

Featured

2024 CFO and Controller Conference

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Alexandria

6.00 Credits

QuickBooks - Know the Right Version for Your Client

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Virtual

2.00 Credits

The major topics that will be covered in this class include: Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete oneWhat are the questions to ask your client that will also assist in determining which is better - QuickBooks Desktop or QuickBooks OnlineA deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisonsThe challenges of converting between versionsA look at what's new for 2020 in both Desktop and Online

Tax Season Update for Business with Steve Dilley

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Virtual

4.00 Credits

The major topics covered in this class include:2021/22 legislative developments, cases and rulings impacting various business entity taxpayersDetailed discussion of the partnership and S corporation Schedule K-1 changesBusiness income, deductions and creditsTravel expense reportingSection 199A update and business lossesDepreciation update: Section 179 and 168(k)S Corporation and partnership update

Illicit to Essential: Marijuana & Hemp/CBD Evolving Issues

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Virtual

2.00 Credits

The major topics covered in this course include:Fast-paced discussion of what has been learned in other more mature markets like Colorado, Oregon and CaliforniaDiscussion of what to expect in emerging markets where there is currently only medical access to cannabis or recent state legal regulatory access to recreational cannabisThe state of Colorado will be used as an example of cannabis economics and regulatory oversight

The Ethic of Self-Esteem For Women

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Virtual

2.00 Credits

The major topics covered in this class include:Self-Esteem: What is it?Belief systemsBenefits of High Self EsteemMinimizing traps of low Self EsteemComponents of High Self Esteem

Ethics: What a CPA in Public Practice Needs to Know

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Virtual

2.00 Credits

Ethics for Members in Public Practice: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Eleven Rules for Members in Public PracticeThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Discussions: Members in Public Practice

Payroll Essentials: De-mystifying Form W-4

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Virtual

2.00 Credits

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

Surgent's Introduction to Forensic Accounting

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Virtual

4.00 Credits

Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting

Intermediate Individual Taxation

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TBD

8.00 Credits

Gains and losses on property transactions Fringe benefits Retirement plan distributions Hobby losses Home offices Depreciation and amortization Tax credits The qualified business income deduction under Section 199A

Walter Haig's SSARS Prep, Comp and Review Update

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Virtual

8.00 Credits

The major topics that will be covered in this class include:Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance.Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance.Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance.Common mistakes made in SSARS engagements as identified in peer reviews and in litigation.

Peer Reviews of SSARS Engagements

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Virtual

2.00 Credits

The major topics covered in this class include:Basic requirements of an engagement review.Qualifications for serving as a peer reviewer.Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.Common engagement review findings and tips for passing peer review.

Legal Planning for Care Giving of Elderly/Disabled Clients

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Virtual

1.00 Credits

The major topics that will be covered in this class include:Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations.

Controller Series: Technology - Must Have Excel Competencies

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Online

1.00 Credits

Reality of Excel use Gartner - Magic Quadrant of tools for data analysis Will Excel go away? Two essential Lean principles Misuses of Excel APIs (Automated Program Interfaces) Relationship between Excel and data analytics Excel tips and tricks

Monthly Federal Tax Updates - February 2024

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Virtual

2.00 Credits

The major topics covered in this class include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues

Analytical Procedures: Practical Applications and Standards

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Discussion of analytical procedures in audit and review engagements.Practical examples and illustrations of analytical procedures.The order of operations for accomplishing analytical procedures.

Business Tax Update: Recent Developments

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Virtual

2.00 Credits

The major topics that will be covered in this class include:2021/22 legislation impacting business taxpayersExtenders legislation updateMeals and entertainment expense reportingPartnership and S corporation updateIncome and deductions

Professional Skepticism

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Virtual

2.00 Credits

The Professional Skepticism "Mind Set"Recent PronouncementsProfessional Skepticism as DiligenceCases and ControversiesConclusion

Ethics: IRS Behavioral Insights for Accountants

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Virtual

2.00 Credits

Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes