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CPE Catalog & Events

All Events 10214 Centennial Events 0 Conferences 3 GWSCPA Originals 5 On Demand 0 Section Meetings 0 Webinars 10211

Showing 3601-3620 of 10211 Results (Page 181 of 511)

Surgent's Predicting Future Financial Issues Facing the Financial Executive

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Virtual

4.00 Credits

CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment The future of medical care in the United States in a post COVID-19 environment Future of social security and impact on retirement planning and employee retention Impact on financial executive if the dollar is no longer the world currency “Fate of the States” – will the location of your business make you less competitive Future of workmen’s compensation and unemployment compensation Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure ESG and DEI trends in the global economy Impact of continuing uncertainty in markets

ACPEN: Mental Illness & Depression: Understanding & Supporting Employees Under the ADA

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Online

1.00 Credits

Mental illness and depression Americans with Disabilities Act (ADA)

ACPEN: Financial Acumen for Today's HR Leader

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Online

2.00 Credits

Financial Statement Insight Trend Analysis Financial Benchmarks

How to Audit Accounting Estimates

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Procedures to test the process used by management to develop estimates.Common examples of accounting estimates that are included in the financial statements.Updated requirements in SAS 143.

Surgent's Controllership Skills Update: Risk Management

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Virtual

1.00 Credits

Rethinking Risk Management: Historic view Challenges Rules Recent lessons Required skills Sources of Risk: Economy Competitors Operations Investments Strategy Compensation Routine practices Unethical behavior. Enterprise Risk Management (ERM): Defining ERM Areas of focus Implementation Planning for disasters Business continuity Contingencies Analytical Tools: Post-completion evaluations Simulation Z-score Hedging Brainstorming Mind mapping Delphi technique

Surgent's Incident Response and Case Studies in AI-powered Cybersecurity

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Virtual

0.00 Credits

Frameworks for incident response (e.g., NIST Cybersecurity Framework) Case studies of notable AI-powered cybersecurity incidents (e.g., ransomware, data breaches) Practical tips for financial professionals to manage crises Post-incident analysis and lessons learned Building organizational resilience through continuous improvement

Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025

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Virtual

2.00 Credits

Purpose and organization of Schedule 1-A, Form 1040 Taxpayers who can use Schedule 1-A The relationship of Form 1040 and Schedule 1-A Calculating modified adjusted gross income (MAGI) on Part I, Schedule 1-A The tip deduction, calculated on Part II, Schedule 1-A The overtime deduction, calculated on Part III, Schedule 1-A The car loan interest deduction, calculated on Part IV, Schedule 1-A The senior deduction, calculated on Part V, Schedule s1-A Phase-outs at higher levels of income

Auditing Financial Statements of ERISA Plans

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Virtual

4.00 Credits

Auditing the statement of net assets available for benefits Types and classification of common plan investments Plan investment audit procedures based on type of audit and risk assessment Auditing the statement of changes in net assets available for benefits Presentation and disclosure requirements in accordance with GAAP Audit considerations related to related parties, parties in interest, prohibited transactions, a plan's tax status, and Form 5500

Introduction to Yellow Book: 8-Credit Boot Camp

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Virtual

8.00 Credits

The major topics that will be covered in this course include:The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The key financial reporting differences for governmental and nonprofit entities.The fundamentals of Yellow Book and Uniform Guidance audits.

Surgent's S Corporation Core Tax Issues From Formation Through Liquidation

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Virtual

8.00 Credits

What exactly is terminating S corporations, including recent rulings Schedules K-2 and K-3 reporting requirements and filing exceptions Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Shareholder changes Living Trust and causes S termination LLCs electing S status, changing agreement could terminate election Inherited a new client with reporting errors? What are my options? Debt vs. equity and §385; Federal Express battled and won, how do we? Are we to expect SECA tax on pass-through entities? Shareholders losing “substance over form” argument Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses Can I accrue expenses payable to a shareholder? Sure, but can I deduct them? How §179 limitations affect S corp. basis Comparison of liquidation of a C corporation vs. the liquidation of an S corporation Did not timely file Form 2553? A simple method to correct Is there a “flexible standard of law” in regard to closely held entities?

ACPEN: How CPAs Can Protect Their Names, Brands, Logos, and Taglines

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Online

1.00 Credits

What Are Trademarks Types of Trademarks Trademark Selection Sources of Protection Federal Registration Process Requirements for Maintenance Advantages of Protection Best Practices

ACPEN: K2’s Artificial Intelligence For Accounting And Financial Professionals

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Online

4.00 Credits

Exploring AI applications in accounting and finance Understanding AI features in everyday tools Embracing the future: AI's impact on finance and accounting

Individual Tax Update: OBBA and Recent Developments

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Legislation impacting individual taxpayersThe One Big Beautiful Bill ActExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses

Beyond the Basics: Financial Ratios You Might Be Overlooking

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool

ACPEN: What's Going on at the AICPA (2026/27)

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Online

2.00 Credits

AICPA audit and attestation developments Next phase of quality management Monitoring and remediation responsibilities SSAE No. 24 and SSARS No. 26 updates Exposure drafts on confirmations and fraud SAS No. 149 and group audit implications      

How Much Are Your Ethics Worth?

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies

ACPEN: Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman

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Online

2.40 Credits

Employee Theft Prevention

Tax Planning for Small Businesses - Tax Staff Essentials

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Virtual

4.00 Credits

The tax life of a business Selecting a business entity type Section 199A and the qualified business income deduction Accounting methods Compensation of owners and hiring family members Reasonable compensation Depreciation, including Section 179 and bonus depreciation Transactions with owners Buy-sell and noncompete agreements Retirement plan strategies for late-stage business owners Starter 401(k) plans and SIMPLE plan enhancements Provisions of H.R. 1, commonly referred to as OBBBA

ACPEN: Qualified Business Income (QBI) Deduction (§199A) – The Ins & Outs

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Online

8.00 Credits

Detailed coverage of calculating the combined qualified business income amount (i.e., QBI component and REIT/PTP component) Determine what trade or businesses under §162 are eligible for the QBI deduction (i.e., rentals and specified service trades or businesses (SSTB)) Discuss how the 20% QBI deduction (i.e., QBI component) is subject to a wage/capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts Walk through the simplified QBI Form 8995 (i.e., taxpayers below the TI threshold amounts) and detailed Form 8995-A and related schedules Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations Look at what the definition of QBI is and what items are effectively connected with that trade or business (i.e., self-employment tax, health insurance, retirement plans) Review the aggregation rules for the QBI computation and both the entity and individual level Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s Explain how the modifications to the net operating losses (NOLs) and §461(l) excess business loss limitations affect the QBI computation

Hot Topics Accounting Update - 2026

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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.