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CPE Catalog & Events

Showing 12611 Webinars Results

Microsoft Teams - Everything You Need to Know from A to Z

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystemHow to effectively design your teams / channels configurationDetailed review of all the features for creating conversation postsDetailed review of all the features for creating, editing and managing Office files within the Teams appHow to use the search features to find Teams content instantlyStep by step review of how to host and participate in Teams online meetingsUsing Teams calling features for your phone systemHow to manage your notification settings in TeamsAnd more

Upholding Independence While Holding Your Client's Hand

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Online

2.00 Credits

Circumstances that may cause recent FASB pronouncements to introduce threats to independence AICP's Code of Professional Conduct Best practice tips and practical strategies for preserving independence when assisting clients with technical matters

Considerations of Fraud

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Online

2.00 Credits

AU-C 240 Auditing Yellowbook

Ethical Leadership: Power, Influence, Integrity, and Trust

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Online

2.00 Credits

The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership

Exercise Your Ethics: Techniques to Improve Ethical Response

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.Discover ways to improve ethical response.Practice, using practical advice from leading thinkers in ethics.

Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions

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Virtual

2.00 Credits

Funding options for Roth accounts 529 plans to Roth IRAs Backdoor Roth strategies The new Roth SEP and Roth SIMPLE IRAs Roth 401(k) contribution rules The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth 401(k)s and Roth IRAs Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans The risky recapture of the 10% penalty How the ordering rules work and when they apply FIFO rules for Roth IRAs Case studies and cheat sheets to reinforce concepts

Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate

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Virtual

3.00 Credits

The federal transfer tax exemption  What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent’s residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount

Common Financial Statement Disclosures

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Virtual

2.00 Credits

The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements

Roles and Responsibilities in Risk Management

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Virtual

1.00 Credits

Risk management Anticipatory leadership Leadership roles in risk management

Accounting for the Gig Economy

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Online

2.00 Credits

Characteristics unique to the gig economy Independent contractor and employee classification considerations Recordkeeping considerations for independent contractors Accounting and reporting issues for gig economy participants Audit and attestation for clients who participate in the gig economy Tax and regulatory considerations The CPA as a trusted advisor for independent contractors

QM Conversations: Monitoring and Remediation

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Virtual

2.00 Credits

Todd and Julie Chrisley Go to Prison

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Virtual

2.00 Credits

Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing

Year-End Tax Planning: Thinking Outside the Box

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Online

4.00 Credits

Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues

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

Aligning Analytics to COSO's Fraud Risk Management Principles

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Online

1.00 Credits

COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program

How to Audit Prepaid Expenses

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Online

2.00 Credits

Pre-paid Expenses Auditing Yellowbook

2025 Yellow Book Update

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Yellow Book engagements.Independence requirements in GAGAS.Quality management in Yellow Book. Common deficiencies found in Yellow Book engagements.

The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies

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Online

4.00 Credits

Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs  Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found

Ethical Considerations in Working with Cannabis

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Virtual

1.00 Credits

The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance

The Controllership Series - Addressing Budgeting Uncertainty

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Online

1.00 Credits

Accounting Finance