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CPE Catalog & Events

Showing 13715 Webinars Results

Retaining Talent in a Competitive Marketplace

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Virtual

4.00 Credits

The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up

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

AI for CPAs - How it Works and How to Apply it

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Fundamentals of machine learning and AI algorithmsHow generative AI models like ChatGPT functionPractical examples of generative AI in accounting, finance and taxKey terminologies and concepts simplifiedAI Agents for process automation

Navigating IRS Collections: The Collection Process

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.

Surgent's Engagement and Client Retention Best Practices

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Virtual

2.00 Credits

Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets

Deep Dive Into Common Auditing Deficiencies

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.

I want the TRUTH: Preparing to be an Expert Witness

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Online

2.00 Credits

Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques

What's Behind the Data?

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls

Fraud Risk Management

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Online

2.00 Credits

Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools

Generative AI in Practice-Boost Efficiency and Profitability

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Implementing AI for accounting automationEnhancing auditing processes with AI toolsAI applications in tax complianceLeveraging AI for business advisory services 

Mastering Charitable Remainder Trusts and Form 5227 ComplianceCompliance

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Online

2.00 Credits

Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing

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

Interview Techniques & Detecting Deception

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Online

2.00 Credits

Interview techniques Signs of Verbal and Non-verbal communication Planning and preparing for an interview

Accounting for the Gig Economy

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Characteristics unique to the gig economyIndependent contractor and employee classification considerationsRecordkeeping considerations for independent contractorsAccounting and reporting issues for gig economy participantsAudit and attestation for clients who participate in the gig economyTax and regulatory considerationsThe CPA as a trusted advisor for independent contractors

Cultural Transformation

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Virtual

1.00 Credits

The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture

S Corporations: How to Calculate Shareholder Basis

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Online

2.00 Credits

Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest Explain how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations

K2's CPA Firm Update

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Online

2.00 Credits

Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations Optimal technology stacks to enhance firm productivity, efficiency, and profitability Cybersecurity advancements. Proactive approaches to safeguarding client and firm data

Cash Management: Strategies for Long-Term Success

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Online

2.00 Credits

Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash?  Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls

S Corporation Essentials: Review & Update

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Online

4.00 Credits

Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt S corporation open account debt Limitation of deduction of losses AAA and distributions

Self-Rental Real Estate Passive Activity Rules

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Online

2.00 Credits

Definition of self-rental property - both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity) Self-rental property and the flow-through entity grouping election Real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards

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