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CPE Catalog & Events

All Events 6104 Centennial Events 0 Conferences 4 GWSCPA Originals 11 On Demand 628 Section Meetings 7 Webinars 5465

Showing 5465 Webinars Results

Strategies for Guiding Clients Through Challenging Situations: Tax Insights

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Online

8.00 Credits

Tax considerations in divorce, including support obligations and property division Bankruptcy, debt cancelation, and financial hardship tax implications Tax treatment of cohabitation, premarital agreements, and exemptions Child support, alimony, and dependency issues Business dissolution and tax consequences Filing status options and tax rate comparisons Head of household qualifications and tax advantages Impact of refunds, deficiencies, and marital property rules

Surgent's Audit Skills Training Level 1: Developing Critical Skills for Success in Public Accounting

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Virtual

8.00 Credits

Each module includes a lecture followed by in-class group case studies and activities. In this two-day course, the following two-hour modules will be presented: Day 1: Transitioning to the accounting profession Code of ethics: importance of professional skepticism and independence Exceeding expectations: desired traits of entry-level auditors Risk assessment basics Internal control fundamentals Compilations and reviews: the contrasting nature of preparation engagements, compilations, and reviews Day 2: Auditing cash and cash equivalents Auditing property, plant, and equipment Auditing accounts payable and debt Audit documentation

Walter Haig's Personal Financial Health Checkup

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Virtual

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

1040 Tax Prep Automation with AI Tools

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of AI technology and how it works.Identify where AI can be incorporated into the 1040 process.Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.A roadmap for using AI to improve client communications and 1040 based advisory services.

Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges

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Online

1.00 Credits

Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples

Best Non-Google Search Tools for Accountants

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Why Advanced Search Skills Are So Critical for AccountantsWhy You Need More than Google to Search the InternetGARP: Generally Accepted Research PrinciplesAlternatives to GoogleAdvisory SearchSocial SearchSpecialty searchSearch Engine resourcesWhat's Ahead in Search

Partnership & S Corporations: How to Calculate Basis

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Online

4.00 Credits

Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts; Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting Comprehensive examples to illustrate the mechanics of the basis determination process

Seeing Beyond the Numbers: Analysis for CFOs & Controllers

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Virtual

4.00 Credits

The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios

Ethics Case Studies: Remaining Ethical in the Age of Oversharing

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Virtual

2.00 Credits

Risks Associated with Social MediaSections of the AICPA Code of Professional Conduct That Might Be Violated Using Social MediaCase Study Discussions

Leases Accounting under Topic 842 - Answers to FAQ After Implementation

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Online

2.00 Credits

Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications 

Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value

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Online

2.00 Credits

Typical accounting issues that impact the balance sheet Where are the hidden issues in unrecorded liabilities? What are unrecorded assets and why they matter? Identification of and resolution of balance sheet challenges and changes Communicating to your audience and stakeholders

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

Donating Cryptocurrency and Avoiding Traps for the Unwary

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Intro to digital assetsDifferences between cryptocurrency and non-fungible tokens (NFTs)IRS Notice 2014-12Tax implications of contributing digital assetsGift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs.Substantiating charitable contributions of digital assetsTraps for the unwary.

How to Double Your Firm's Revenue Through CFO and Advisory

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Virtual

1.00 Credits

The major topics that will be covered in this course include:The average revenue of most accounting firms.The number of advisory clients you'll need to double your firm's revenue.How much you should be charging for advisory services.How we define CFO and advisory services.What business owners really want from their advisor.The three types of CFO/Advisory firms.How to get clients to pay you approximately $2,500 per month for advisory services.The three systems you'll need to add a CFO/Advisory service to your firm.

K2's Backups Done Right

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Online

2.00 Credits

List the significant backup approaches Identify areas of critical weakness or threats in your backup and recovery systems List all critical and non-critical applications and establish their order of recovery Differentiate between backup solutions based on their features and benefits

Supervision/Management Competencies: An Ethical Approach

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Virtual

2.00 Credits

The major topics covered in this course include:Overview of Virtue EthicsMilgram and Zimbardo case studiesNavigating the transition from "Buddy to Boss"Self-Awareness and Regard for OthersSetting Standards and Analyzing PerformanceUnconscious BiasCommunication Skills

Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times

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Virtual

2.00 Credits

Commencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7, 11, and 13 bankruptcy cases The bankruptcy discharge Proofs of claim Plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors

Surgent's Establishing State Residency and Saving Your Clients Money

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Virtual

2.00 Credits

Typical provisions in state statutes regarding domicile and residency In depth analysis of domicile and residency definitions Issues regarding one’s permanent abode Analysis of jurisdiction where taxpayer has the greatest connections Detailed discussion of criteria used to establish domicile and residency

Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203

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Virtual

2.00 Credits

Basis and at-risk basis How to calculate the amount of annual at-risk basis Forms 6198 and 7203 When activities may be aggregated for at-risk purposes Qualified nonrecourse financing

Surgent's Incredible Leadership Transformations in Accounting - Ways to Improve Leadership and Communication

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Virtual

2.00 Credits

Explore the tenets of exemplary leadership which are requirements for highly effective leaders who achieve results and are respected by team members, peers, and other leaders Review key practices that recognize and build on leadership strengths to create a team environment that is productive, profitable, strengthens team members’ morale, and fosters positive energy in the work climate Examine SMART goals to inspire teams to tackle tough challenges and help team members reach and exceed their potential Review conflict management techniques to minimize negative attitudes and foster win/win resolutions for team members