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CPE Catalog & Events

Showing 7810 Webinars Results

Top 10 Payroll Questions You Didn't Even Know You Had

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Online

1.00 Credits

The major topics in this class include:Questions and answers for 10 of the most commonly asked questions employers and business owners have about payrollPayroll taxes and payroll return requirements for employersPayroll-related requirements affecting employers, including overtime and bonus withholding.Federal and state requirements related to common payroll issues, including pay stub and pay frequency.Organizational and business strategies that employers should consider when running payroll, including frequency of pay, who is running payroll, how best to pay your employees, and record retention policies.

Contract and Procurement Fraud

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Online

2.00 Credits

Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards

Financial Storytelling the Key in Growing Your Organization to the Next Level

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Virtual

2.00 Credits

Communicating financial information in an impactful way Telling more effective stories with your financial data Connecting with your audience through real world examples Interpreting and presenting complex financial information through storytelling skills Unlocking the powerful story hidden within the numbers

Small Business Risk Avoidance

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Online

4.00 Credits

New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!

The Bottom Line on the New Lease Accounting Requirements

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Online

4.00 Credits

Lease classification Amortization of the leased asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions

AICPA's Annual Federal Tax Update

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Online

8.00 Credits

Strategies for tax savings Business entity changes IRS administrative issues, compliance, and new forms Court cases settled in the last year that provide tax return guidance Position authority IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

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Online

8.00 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 Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters

Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations

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Online

8.00 Credits

Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation  Reporting Requirements for Schedules K-2 and K-3  Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations  Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues  Recognize and properly handle special pass-through items of income and expense  Accurately prepare S corporation returns and reconcile book income to taxable income  Accurately prepare partnership returns and reconcile book income to taxable income  What the transactional method entails and how to report partners’ capital accounts under this method  Properly handle the tax treatment of distributions to shareholders, partners, or members  Understand the special restrictions and sanctions for tax year-end selection  Review the basics of partnership and LLC formation and basis calculation  Self-employment tax or NOT, for each entity  Filling in K-1s correctly for S corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S corporation forms and content  The most frequently used forms and schedules, including some form “oddities” 

Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners

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Online

8.00 Credits

What’s NEW for this year – Items all practitioners must know  Form 1040 and Schedules 1 – 3 1099-K reporting requirements  Qualified Business Income -- Coverage of §199A including the real estate safe harbor  A tour of the most recent forms changes, starting from gross income and ending with selected credits, including the latest IRS guidance on significant recent tax legislation  How will clients (and practitioners) interact with IRS in the future and how the pandemic is steering the IRS to ramp up with digital communication efforts  Hot developments and current areas of interest  Virtual Currency and Digital Asset Taxation  Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas  Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant  Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property  Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties 

Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials

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Online

8.00 Credits

Basic tax structure of partnerships and LLCs Electing to be taxed as a partnership: "Check-the-box" rules Partnership distributions Compensatory payments to partners At-risk and passive activity limits Profit and loss allocations: general rules and restrictions

Walter Haig's Personal Financial Health Checkup

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Online

8.00 Credits

The topics that will be covered in this course include:Preparing a personal financial statement following U.S. GAAPRecasting U.S. GAAP personal financial statements into powerful management toolsIdentifying key financial factors that must be managed in order to achieve financial self-sufficiencyKey personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at DeathHow to create "goal" statements that achieve results

IRS Penalties and Abatements

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Online

2.00 Credits

The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options

The Future of Work - The Landscape of Work Today - Micro-Credential Series Part 1

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Online

1.20 Credits

Employment Data Talent Strategy 

The Controllership Series - The Role of the Controller in ESG

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Online

1.50 Credits

Accounting Finance SG Operations

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)

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Online

1.60 Credits

Forensic Accounting Accounting Auditing Finance

Tax Procedure

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Online

2.00 Credits

Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction

The Updated Nuts and Bolts of IRC Section 1031 Exchanges

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Online

2.00 Credits

Complete explanation of IRC §1031 Understand when to use a tax-deferred exchange Changes made to the technique in the Tax Cuts and Jobs Act Advantages and disadvantages of paying the tax versus using an exchange Understand the definition of like-kind property Understand what a qualified intermediary is Understand the need for an exchange accommodation title holder Understand a reverse exchange Understand a build-to-suit exchange Understand the forty-five-day rule and how to calculate it Precautions for property identification Investment property versus property held for sale

Mergers & Acquisitions: Tips and Speed Bumps to Avoid

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Online

2.00 Credits

Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations

Surgent's Getting Ahead: The Art of Marketing for CPAs

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Online

2.00 Credits

Challenges of marketing CPA firms Developing marketing strategy  Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels  Marketing channel statistical analysis  Developing marketing metrics

Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals

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Online

2.00 Credits

The causes of burnout in the accounting profession Effects of burnout on employee well-being Strategies to protect employee well-being in a highly demanding profession Organizational costs associated with employee burnout Tools used to measure employee well-being