Skip to main content

CPE Catalog & Events

All Events 8383 Centennial Events 0 Conferences 7 GWSCPA Originals 30 On Demand 0 Section Meetings 18 Webinars 8357

Showing 1221-1240 of 8383 Results (Page 62 of 420)

Retaining Top Talent: Strategies for CPA Firms

-

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: The true cost of turnover versus retention investment Research findings on why professionals leave or stay Whole-person retention strategies beyond compensation Work-life balance solutions that maintain productivity Career development paths for non-partner track professionals Business model transformations for sustainable staffing Technology and outsourcing strategies to reduce burnout Retention strategies specific to diverse talent and younger professionals  

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent

-

Virtual

8.00 Credits

Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus Depreciation made permanent Increased §179 deduction Changes to §174 R&E Expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion Excess Business Loss Limitation  Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Partnership Distributions, Form 7217, and S Corporation Redemptions Thinking beyond §163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Timely coverage of breaking tax legislation Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Decentralized Autonomous Organizations (DAOs)

ACPEN: Liquidity & Uncertainty Disclosures for Nonprofits

-

Online

2.00 Credits

Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements Evaluating the need for going concern and other uncertainty disclosures in the current environment

Generative AI Strategy for Accountants

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Evolution and current state of AI technologies in accountingDevelopment of comprehensive AI usage policies and guidelinesImplementation frameworks for integrating AI into accounting workflowsStrategic approaches to AI-driven process automation and optimizationMethods for identifying and capitalizing on AI opportunitiesBest practices for human-AI collaboration in accountingRisk management and ethical considerations for AI implementation

Fraud Busters: Controls to Prevent & Detect Fraud

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them

2026/27 Yellow Book Update

-

Virtual

1.00 Credits

The major topics that will be covered in this course include:Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.The GAO's implementation delay and its implications for 2026 audit planning.Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements.

Introduction to Ethics & Professional Skepticism

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:The Code of Ethics for Professional Accountants.The pressures, opportunities, and rationalizations that lead to instances of fraud. Interactive examples to illustrate various scenarios of noncompliance during engagements. 

Surgent's Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes

-

Virtual

2.00 Credits

Section 1402(a)(1) exclusions from the definition of self-employment income Application of the SE tax to members of limited liability companies Taking a self-employed owner's health insurance deductions against self-employment tax How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax How hiring a spouse and/or child helps reduce self-employment tax Differentiating between income treated as self- employment income and income that is not self-employment income

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

-

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 Preparation and Compilation Engagements Under the SSARS

-

Virtual

4.00 Credits

Relevant sections of SSARS No. 21, Clarification and Recodification SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements

Surgent's Successful Communication

-

Virtual

0.00 Credits

The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions Action plan to apply techniques in the workplace for communication success

All About Fraud - Examples, Prevention and Auditing

-

Virtual

4.00 Credits

The major topics that will be covered in this course include:2026 Report to the Nations issued by the Association of Certified Fraud Examiner.Practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk.Recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings.Discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements.

AHI: Accounting Data Analytics

-

Virtual

2.00 Credits

Accounting Data Analytics

Surgent's Guide and Update to Compilations, Reviews, and Preparations

-

Virtual

4.00 Credits

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement Sample comprehensive engagement work programs for preparation, compilation, and review engagements

Surgent's Select Estate and Life Planning Issues for the Middle-Income Client

-

Virtual

4.00 Credits

Changes to the lifetime estate tax exemption in light of proposed regulations More than 20 documents that should be reviewed that are neither a will nor trust Provisions you need in a will Trusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Realistic retirement goals Developments relative to estate tax, and the implications for planning

ACPEN: Identifying and Implementing the Proper Balance of Internal Controls

-

Online

2.00 Credits

Introduction to identifying and implementing the proper balance of internal controls Concepts, myths and facts of internal controls Risks vs controls Typical control types Understanding controls and why they fail Framework for controls identification

Don Farmer's Hot Assets & IRC 751: Avoiding Surprises on Partnership Sales

-

Virtual

2.00 Credits

Overview of Partnership Interest Sales * General rule under IRC S741 * Capital asset treatment of partnership interests * Interaction with Subchapter K principles Definition and Scope of Hot Assets (IRC S751) * Unrealized receivables o Depreciation recapture (S1245 and S1250) o Accounts receivable for cash-basis partnerships o Ordinary income recapture items * Inventory items o Substantially appreciated inventory o Determining fair market value Mechanics of S751 Recharacterization * Allocation of gain between capital and ordinary income * Determining a partner's share of S751 property * Impact of inside vs. outside basis * Effect of liabilities under IRC S752 Distributions and S751(b) * Disproportionate distributions * Exchanges of hot assets for other property * Ordinary income recognition in rebalancing transactions Reporting and Compliance Considerations * Form 4797 and Schedule D implications * Partnership reporting responsibilities * Disclosure considerations * Documentation and valuation challenges Planning Considerations and Risk Management * Transaction structuring strategies * Timing considerations * Due diligence in partnership interest acquisitions * Common practitioner errors and audit risk areas

Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Getting started with Microsoft CopilotTour of the Copilot app and how to use itVariety of hands-on case study examples for accounting, finance and taxProtecting your data privacy in Microsoft CopilotAdvanced Microsoft Copilot features reviewIntegration with Microsoft 365 apps 

Hot Topics Accounting Update - 2026

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.

AHI: AI for Accountants - Practical Applications

-

Virtual

2.00 Credits

AI in Accounting and Auditing