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CPE Catalog & Events

All Events 7752 Centennial Events 0 Conferences 6 GWSCPA Originals 27 On Demand 0 Section Meetings 16 Webinars 7729

Showing 5201-5220 of 7752 Results (Page 261 of 388)

Integrate ChatGPT into Your Client Advisory Services-Updated

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Virtual

2.00 Credits

The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business

Surgent's Section 529 Plans: A Comprehensive Guide

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Virtual

2.00 Credits

529 plan structure, requirements, and tax treatment Qualified education expenses, K–12 allowances, and student loan limits Contribution rules, gift-tax interactions, and the five-year election Distribution rules, penalties, and coordination with financial aid State tax considerations and recapture issues SECURE Act 2.0 529-to-Roth IRA rollover provisions Grandparent-owned 529 plans and FAFSA implications Multigenerational and dynasty 529 planning strategies Common challenges, risks, and practical decision frameworks

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 Strategies for Maximizing Social Security Benefits

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Virtual

2.00 Credits

Eligibility rules for retirement, spousal, divorced spouse, survivor, and family benefits Understanding the new age of deemed filing How dual entitlement is calculated and how it affects benefit outcomes Key factors in deciding when to claim Social Security benefits Coordinating work and benefits, including the earnings test and its effect on income Managing Social Security to maximize after-tax cash flow, avoid higher Medicare premiums, and protect the survivor Updates related to recent legislation, including the SSFA and the OBBBA

ACPEN: Design Flexible Work Options To Attract & Retain Your Workforce

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Online

1.00 Credits

Flexible Work Options Employee Engagement Talent Management Strategy

Entertainment, Meals & Travel Expenses: Review and Update

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings

ACPEN: Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies

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Online

4.00 Credits

Strategic Finance Leadership Advanced Financial Analysis Business Intelligence & AI in Finance Economic Intelligence for Decision Makers Operational Insight & Business Strategy The Future Role of the Controller/CFO

ACPEN: The Complete Guide to the Preparation of Form 1041

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Online

8.00 Credits

Step-by-step Form 1041 preparation Key issues in decedent’s estates and trusts Understanding Subchapter J and its impact on taxation Compliance strategies for fiduciary entities Tax treatment of DNI and IRD Case studies illustrating real-world application Legislative updates affecting estate and trust taxation

Become a Data Analysis Expert

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.

ACPEN: Communicating in a Virtual and Live Environment – Numbers Matter But So Do Words

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Online

2.00 Credits

Tackling the emotions of presenting Use of visuals in presentations Telling stories Who is your audience and why is it crucial? Defining presentations in a virtual and live world dynamic Discuss the overarching themes of effective presentations Building out a presentation with a roadmap order Discuss the types of presentations, including the good and the bad Tips on the right considerations in being effective in virtual presentations

ACPEN: Tax Practice Standards

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Online

2.00 Credits

Treasury Circular 230 AICPA Statements on Standards for Tax Services (SSTS) Internal Revenue Code (IRC) Common law

ChatGPT and IRS Taxation Law Research

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting

Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

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Virtual

2.00 Credits

Excel shortcuts Conditional summing Removing duplicate values VLOOKUP function

Surgent's Marijuana: A Generalized Business Viewpoint

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Virtual

1.00 Credits

An overview of current state and federal laws governing marijuana A review of state boards of accountancy regarding marijuana How some financial professionals are capitalizing on the marijuana industry Providing auditing and tax services within the marijuana industry How accountants and other financial professionals can manage risk within this industry IRC Section 280E’s prohibition of deductions involving controlled substances A summary of various state taxation laws on marijuana Ethical issues for accountants who work in the marijuana industry Relevant banking regulations Growth projections

ACPEN: Audit Skills for Beginners

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Online

4.00 Credits

Professional skepticism – Creating a mindset for finding fraud and error Audit documentation basics – Creating workpapers that pass review The audit risk model – Understanding the foundational principles Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting

ACPEN: Effective Governance for Nonprofit Success

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Online

1.00 Credits

Yellowbook Accounting and Auditing Nonprofit

How to Audit Cash

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Auditing CashAudit assertions, risks, and threats to the cash balanceAuditing procedures to perform

Professional Ethical Considerations for CPAs

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and moreThe importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies

Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data

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Virtual

0.00 Credits

Automation capabilities of Excel The “Get & Transform” Tool Using “Get & Transform” for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports

ACPEN: Taxation of Judgements and Settlements

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Online

2.40 Credits

Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.