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CPE Catalog & Events

All Events 9420 Centennial Events 0 Conferences 3 GWSCPA Originals 5 On Demand 0 Section Meetings 0 Webinars 9417

Showing 4021-4040 of 9420 Results (Page 202 of 471)

Accounting & Auditing Conference (Day 2)

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Virtual

8.00 Credits

The major topics that will be covered in this course include:Strategy updatesHot topics and news in the accounting industryCritical accounting topics

ACPEN: Addressing Common Documentation Deficiencies

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Online

2.00 Credits

AU-C 230 Auditing Yellowbook

ACPEN: Treasury Circular 230 for EAs and Other Tax Preparers

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Online

2.20 Credits

Circular 230 Conflicts of interest  Loving case RTRP Other Ethical Issues  Fees Qualifying continuing education

Surgent's Best Practices in Not-for-Profit Accounting and Reporting

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Virtual

0.00 Credits

The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to apply them effectively and efficiently How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures

Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues

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Virtual

4.00 Credits

ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting

Surgent's Ethical Considerations for the CPA

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Virtual

0.00 Credits

Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples

Estate & Trust Primer - Tax Staff Essentials

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Virtual

4.00 Credits

Types of trusts Trustee powers Recognition and realization of income Elements of an estate Basic concepts of estate planning

Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms

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Virtual

8.00 Credits

Comprehensive coverage of HR 1, One Big Beautiful Bill Act  Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues  Filing requirements for Schedules K-2 and K-3  Who files Form 1065, and who does not file Form 1065  Tax Basis Capital Account Reporting Requirements  Trade or Business income and expenses versus Separately Stated Items  The importance of Schedule M-1  Partnership distributions -- current or liquidating, cash or property  How to allocate recourse and nonrecourse debt  Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes Complete coverage of any new legislation enacted before presentation  Section 163(j) limitations  Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)  Final regulations on Section 168(k)  Partnership reporting oddities  Accurately preparing partnership returns and reconciling book income to taxable income  The Centralized Audit Regime under the Bipartisan Budget Act of 2015   

Accounting & Attestation for ESG

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.

Microsoft Outlook "Must Know" Email Tips

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Using Quick Parts to streamline message composition.Eliminating inefficient back and forth appointment scheduling with the Bookings app.Using category codes and contacts to send bulk emails.Sending emails to Teams and OneNote.Organizing your inbox with custom views, rules and folders.Mastering the search tools to find emails quickly.Review of key option settings to maximize email productivity.

ACPEN: The Value of Conflict

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Online

1.00 Credits

Conflict resolution 

The Crucial Connection - Why You Should Care About Your Client's System of Internal Control

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Virtual

1.50 Credits

The audit risk model Key steps in understanding and evaluating your client's system of internal control Learn how to identify IT applications and IT controls relevant to the audit Apply risk assessment requirements to less complex entities Examples of risks arising from the use of IT and general IT controls

Ethics: 10 Crucial Qualities of High Character CPAs

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Virtual

2.00 Credits

The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so

Surgent's Elder Fraud

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Virtual

0.00 Credits

Common elder fraud schemes How to recognize scam attempts What to do when you think you are being scammed Where and how to report a scam What you should do now to prevent being scammed How to avoid being scammed on the internet Why older Americans are disproportionately impacted by scams and fraud Technical support scams How to avoid giving money to scammers What to do if you or someone you know is targeted by fraud The National Elder Fraud Hotline How to get your money back after being scammed Types of elder law financial exploitation

Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping

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Virtual

0.00 Credits

Obligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP)

Surgent's Schedules K-2 and K-3: Filing Requirements

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Virtual

2.00 Credits

IRS goals in requiring these schedules Detailed discussion of the domestic filing exception for 2023 tax year Filing requirements and exceptions for every part of Schedules K-2 and K-3 Examples based on client situations encountered in practice

Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs

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Virtual

2.00 Credits

How and why a partnership makes a 754 election The effect of the 754 election when an interest in a partnership is sold or inherited How the 754 election applies when a partnership makes a distribution of property to one or more of its partners How to make the 754 basis adjustment

Surgent's The CMA’s Guide to Project Management

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Virtual

1.00 Credits

Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA Necessary first steps: set a framework for the project’s activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets Project evaluation: analytical tools, strategic evaluation; sources of risk Maintaining focus: monitoring and measuring results; keeping to the project’s scope Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team’s work internally and/or the final project with the remaining organization Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations

Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals

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Virtual

2.00 Credits

Establishing and administering a Trump Account Who can make contributions to a Trump Account Limits on contributions to a Trump Account Employer contributions to a Trump Account Participation in the pilot program What a Trump Account can invest in Basis tracking for after-tax contributions Taxation of distributions from a Trump Account Rolling a Trump Account into another account The potential advantages and disadvantages of having a Trump Account Opting out of a Trump Account Issues impacting a Trump Account, such as distribution, when the beneficiary turns 18

What's Changing in A&A for Governmental Entities (2026/27)

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105.Overview of active GASB exposure drafts and ongoing projects.Auditing developments, covering significant updates to the Yellow Book issued by the U.S. Government Accountability Office, including changes related to quality management, effective dates, and recent updates to the Green Book.