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CPE Catalog & Events

All Events 10294 Centennial Events 0 Conferences 3 GWSCPA Originals 10 On Demand 534 Section Meetings 5 Webinars 9749

Showing 10294 All Events Results

Conducting a Remote Audit

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Virtual

4.00 Credits

Leveraging the benefits of remote auditing Managing the team, client, and audit process remotely Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing Understanding narrow-topic considerations when remote auditing

PPP Fraud and Financial Professionals

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Virtual

2.00 Credits

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

Money Laundering 101 for CPAs

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Virtual

4.00 Credits

The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios

Ethics: How to Give and Receive Criticism the Right Way

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Virtual

2.00 Credits

The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way

Surgent's Opportunities in the Metaverse for Accounting and Other Professionals

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Virtual

2.00 Credits

Understanding what the metaverse is and what it is not How to access the metaverse Why accounting and other professionals should use the metaverse Where accountants can find their space in the metaverse How the metaverse is changing the way we work Ownership opportunities in the metaverse Work and taxation in the metaverse

Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach

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Virtual

3.00 Credits

Understand how to approach and analyze the U.S. taxation of foreign corporations Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C corporation Determine how much foreign tax credit can be claimed against such income inclusions Determine how subsequent dividend distributions from the foreign corporation are taxed Calculate capital gain on the disposition of the foreign corporation Discuss the impact of Section 962 election Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations Identify basic strategies for managing tax liabilities related to foreign corporations

Microsoft 365: Save More Time, Make More Money

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Appreciate the full potential of Microsoft 365 to drive efficiency in your businessLearn best practices for harnessing the power of Microsoft 365 Design your Teams app setup to meet the unique attributes of your businessUse SharePoint and OneDrive to organize your files and share them securely internally and externallyOrganize your thoughts, meeting notes and other content centrally in OneNoteManage your projects, large and small, with the Planner appDeploy the Stream app to document processes efficiently and effectively Bonus Content: Understand how to harness the power of AI with Microsoft Copilot

Shortcuts that Excel Users Love

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Virtual

2.00 Credits

The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.

Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity

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Online

1.00 Credits

Emotional Intelligence Management Skills Teamwork Customer Relations

Navigating Difficult Conversations with Clients

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Online

1.00 Credits

Communication Negotiation Conflict Persuasion Management Leadership Customer Service

Grading Your Auditors - Are You Getting the Most Value?

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit

Criminal Tax: How CPAs Bring Value to Defense Attorneys

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Virtual

2.00 Credits

The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.

ChatGPT and Advanced Financial Analysis for Accountants

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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

Mastering IRS Form 7217: Partnership Property Distributions

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Property distributions in liquidation of a partner’s interestSection 751 and its impact on property distributions from a partnershipMechanics of completing Form 7217 – new for 2024The Section 754 election and its role in partnership property distributions

Surgent's Nuts & Bolts of Cryptocurrency Taxation

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Virtual

2.00 Credits

What is blockchain technology? How do you buy crypto? How do you store crypto? Use cases of cryptocurrency Blockchain technology  Use cases of cryptocurrency Tax overview How taxes work for cryptocurrency investors How taxes work for cryptocurrency mining Taxation of other transactions Foreign reporting requirements and crypto How to use a tool like CoinTracker to calculate capital gains and losses New developments in the space Tax planning opportunities  Why do accountants need to care?

Implementing an AI-Enabled Marketing Strategy for Your Firm

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Module 1: Introduction to AI in Marketing   The Basics of AI – Concepts and TerminologyModule 2: Leveraging AI Tools and Technologies   Overview of AI Tools for MarketingModule 3: Practical Strategies for AI Integration   Integrating AI into Your Marketing WorkflowModule 4: Measuring AI-Driven Marketing Effectiveness   Key Metrics for Assessing AI-Driven CampaignsModule 5: Real-Life Case Studies and Success Stories   Case Studies of Firms Successfully Using AI in MarketingModule 6: Developing Your AI-Enabled Marketing Strategy   Creating a Custom AI Marketing Strategy

Surgent's Basis Shifting: Final Regulations

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Virtual

4.00 Credits

What is a transaction of interest? Reporting transactions of interest on Form 8886 Why make a Section 754 election? Adjustments under Sections 743(b), 734(b), and 732 Applicable threshold amounts for reporting What is a basis shift? Who is a material advisor and why is that status important? Section 755 rules for allocating the Section 743(b) and Section 734(b) basis adjustments Transfers of a partnership interest on death What is a substantially similar transaction? Who is a “tax-indifferent” party in a partnership?

Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities

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Virtual

4.00 Credits

The Inflation Reduction Act of 2022 Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new §461(l)), American Rescue Plan Act, and Inflation Reduction Act

A Culture of Regulatory Ethics: A Competitive Advantage

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Virtual

4.00 Credits

The major topics that will be covered in this class include:Does it pay for a company to have strong ethics?Can you measure the financial impact of ethics?Does ethics make a difference in financial performance?Can ethics be used as a competitive advantage?What sets the CPA designation apart?AICPA Code of Professional Conduct & the Conceptual Framework ApproachEthics as a marketing toolPersonalizing your Code of EthicsFour building blocks of ethical cultureWhat influences employee behavior?Ethical researchBuilding trust in organizationsMaintaining objectivity in difficult situations

Forensic Accounting: Fraud Investigations

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Virtual

8.00 Credits

Evidence in the investigative process Tools used in forensic investigations Conducting interviews Forensic accounting reports Expert witness testimony