Skip to main content

CPE Catalog & Events

All Events 10382 Centennial Events 0 Conferences 3 GWSCPA Originals 5 On Demand 0 Section Meetings 0 Webinars 10379

Showing 641-660 of 10382 Results (Page 33 of 520)

Current Cybersecurity Risk Management Trends

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of current cybersecurity threats and how to mitigate data breach risk.Describe how to avoid malware and other security threats

The Future of Audit: Technology, Talent & Transformation

-

Virtual

1.00 Credits

To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes

ACPEN: Clear, Kind, and Accountable: A Leader’s Guide to Boundaries, Coaching, and Real Conversations

-

Online

1.00 Credits

Conflict Management Difficult Conversations Psychological Safety

ACPEN: The SECURE Act 2.0 – Planning Opportunities for Individuals

-

Online

1.20 Credits

Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching

ACPEN: Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts

-

Online

2.00 Credits

Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another How to determine a partner's share of the partnership's liabilities Distinguishing "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" & loans and how they affect partners Section 704 "built-in gain or loss" & ules and how they impact Schedule K-1 reporting Section 465 "at risk" rules and how they impact Schedule K-1 reporting 

Analyzing Financial Statements

-

Virtual

2.00 Credits

The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances

ChatGPT and Advanced Financial Analysis for Accountants

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT

ACPEN: Common Deficiencies in Employee Benefit Plans

-

Online

2.00 Credits

EBP Auditing Yellowbook

Adobe Acrobat Tips for Working with PDF Files

-

Virtual

2.00 Credits

The major topics that will be covered in this class include:Review of all that Adobe Acrobat has to offerOrganizing your PDFs  with bookmarks, links, file attachments and moreFormatting the presentation of PDFs with headers, footers and watermarksCreating and processing fillable formsProcessing documents for e-signatureTips for converting email messages, documents and spreadsheets into PDF formatCombining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality 

Performing Preparation, Compilation and Review Engagements

-

Virtual

2.00 Credits

Engagement objectives Performance requirements and standards Documentation Differences between compilation and preparation engagements Engagement criteria Changes in level of service

Surgent's Tax Research - Intermediate Concepts

-

Virtual

2.00 Credits

Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda

ACPEN: The Complete Guide to the Preparation of Form 1041

-

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

Power Skills: Professionalism and Client Interactions

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Best practices when communicating with the client.Complicated scenarios for practice.

Surgent’s Weekly Expert Hour

-

Virtual

1.00 Credits

Each week’s topics will change based on the most critical issues affecting financial professionals

ACPEN: International Cross Border Transactions

-

Online

2.20 Credits

International cross border transactions.    Decrease an entities effective tax rate.  IRS audit risk 

Become a Data Analysis Expert

-

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: Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements

-

Online

8.00 Credits

Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards  Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation

Surgent's Data Security: Best Practices to Protect Your Business and Yourself

-

Virtual

0.00 Credits

Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives

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

-

Online

1.00 Credits

Flexible Work Options Employee Engagement Talent Management Strategy

ACPEN: Like-Kind Exchanges

-

Online

2.20 Credits

Like-kind exchanges (LKE) Qualified third party intermediaries (QI)