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CPE Catalog & Events

All Events 11846 Centennial Events 0 Conferences 4 GWSCPA Originals 7 On Demand 651 Section Meetings 0 Webinars 11190

Showing 11846 All Events Results

Excel for Accounting Professionals Session 1: Tables and Named References

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Virtual

2.00 Credits

Excel conventions Critical shortcuts Named references Tables

Individual Tax Update: Recent Developments

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Virtual

2.00 Credits

The major topics that will be covered in this class include:2025 Tax Provision SunsetsResidential Energy CreditVirtual currency reporting and Form 1099-DAStudent loansRecent individual taxpayer case rulings

Surgent's Stock vs. Asset Acquisitions of C Corporations

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Virtual

2.00 Credits

Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired

Surgent's Unique Tax Attributes of Different Entity Types

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Virtual

2.00 Credits

Considerations for a small business owner Self-employment taxes Guaranteed payments to partners QBI deductions: Section 199A Built-in gains tax: S corporations Excess passive income tax: S corporations PTE elections: S corporations and partnerships Taxation of fringe benefits: S corporations Double taxation of C corporation dividends Taxation of limited liability companies Which entity to choose?

Ethics: Critical Thinking, Case Studies and Fraud

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Virtual

4.00 Credits

AICPA Code of Professional Conduct CPA responsibilities and AU-C 315 The new AICPA Ethics Codification Disciplinary cases and actions CPA Vision Seminal events The impact of ethical and unethical conduct on our profession

Surgent's Ethics for the Industry Accountant

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Virtual

4.00 Credits

What are ethics? Why study ethics? Ethical responsibilities of CPAs Professional code of ethics and conduct AICPA Codification – updated Ethical dilemmas CPA vision Real disciplinary cases to illustrate critical points

The Art of Engaging in Difficult Conversations

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Virtual

2.00 Credits

The major subjects that will be covered in this course include:Awareness of your mindset entering the conversationTactics to build a pool of meaningClarity around story tellingBiggest mistakes to avoid

Impact of GASB Activities on State and Local Government

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Virtual

3.50 Credits

GASB statements issued GASB projects

K2'S Privacy Issues And Solutions - What You Need to Know!

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Online

1.00 Credits

The most significant privacy threats today Your browser and search engine and why they matter Privacy policies – the fine print

Data Analytics: Practical Insights for Today's Accountant

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Online

2.00 Credits

Apply new effective tools in business processes Better understand how to use data analytics in public accounting engagements Identify popular software packages that may be useful for accomplishing data analytics

Surgent's Implementing Subscription Pricing to Your Practice

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Virtual

2.00 Credits

The basics of subscription pricing Pricing strategies, with an eye toward a modern model for your business How to implement subscription pricing The need to look back and assess the financial impact of the implementation How to manage customer retention The optimum subscription pricing for your business

Enterprise-Wide Risk Management in Accounting and Finance

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.

Financial Decisions that Led Two Businessmen to Prison

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Virtual

2.00 Credits

The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation

Ethical Practices and Responsibilities Under Circular 230

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Online

2.00 Credits

Circular 230 (IRS) rules for conducting a tax practice Provide guidelines for registered tax return preparers and tax return preparation Contingent fees Proposed new rules addressing the evolving nature of tax practice Conflict of interest, best practices, errors and omissions, written opinion requirements Evolving rules for CPA "mobility" History and background for Circular 230

Behind the Curtain: Exploring IRS Audit Technique Guides

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries

Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

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Virtual

2.00 Credits

Data validation Conditional formatting Subtotal function Reduce formula errors Skinny row

K2's CRM - The Ultimate Business Automation Tool

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Online

2.00 Credits

Overview of CRM functionalities tailored to accounting, including customizations and integrations Integrated tools that leverage CRM data for automating tasks and improving efficiency Strategies for successfully adopting a CRM platform and solutions to overcome common challenges

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

Enact Retaliation Abatement and Monitoring Measures

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Online

1.00 Credits

Retaliation prevention Retaliation monitoring Speak up culture Ethical culture

Ethics: What a CPA in Business & Industry Needs to Know

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Virtual

2.00 Credits

Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business