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CPE Catalog & Events

Showing 12440 Webinars Results

Ethical Intelligence for Artificial Intelligence

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Benefits and pitfalls of artificial intelligence in the accounting professionSelecting and utilizing artificial intelligence resourcesApplying professional skepticism to resultsMaintaining independence while utilizing artificial intelligenceUpholding client confidentialityData security and retentionCitation of sources and related reporting considerationsApplication of the AICPA Code of Professional ConductEthical considerations when crafting policies and establishing best practices

Disrupt to Dominate: Mastering Change Leadership

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Virtual

4.00 Credits

The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios

Guide to Preparing Form 1041 for Estates and Trusts

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Online

4.00 Credits

Current rates and brackets Calculating a trust's AGI Filing requirements, deadlines and penalties 3.8% Medicare surtax on net investment income (NII) Simple vs. complex trusts Grantor Trusts: Four options to report activity Section 643 (g) Election Taxable income of trusts, estate and beneficiaries

Hot Topics Audit & Attest Update

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar

Internal Controls for Small and Medium-Sized Entities

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Online

1.00 Credits

Overview of controls Preventative controls Detective controls Controls for SMEs

Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity

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Online

1.00 Credits

Technology Cybersecurity

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

Like-Kind Exchanges

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Online

2.20 Credits

Like-kind exchanges (LKE) Qualified third party intermediaries (QI)

Surgent's Depreciation Rules for Bonus and Section 179 Expensing

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Virtual

2.00 Credits

President Trump’s promise to restore full bonus depreciation effective January 20, 2025 Bonus and Section 179 depreciation rules for 2025 2025 legislative changes that could extend the TCJA depreciation changes for many years or even make them permanent Possible return of 100% bonus depreciation What will the depreciation rules be in 2026 and beyond if the TCJA depreciation rules are not extended beyond 2025 Section 179 expensing rules for 2025 and beyond, including how Section 179 applies to business vehicles 2025 rules for vehicle depreciation

Surgent's Working Remotely: Best Practices, Challenges, and Opportunities

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Virtual

2.00 Credits

Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home

Understanding the New Forms K-2 and K-3

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Virtual

2.00 Credits

The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included

Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting

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Online

8.00 Credits

Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services

Steps to Stop External Fraud

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Virtual

2.00 Credits

The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators

Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know

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Virtual

4.00 Credits

Timely coverage of breaking tax legislation Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0  A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals

Internal Controls Over Compliance vs Compliance

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Online

1.00 Credits

Compliance Supplements Yellowbook Accounting

The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA

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Online

1.00 Credits

What are the three components of ethical leadership Ethical prescriptions and ethical proscriptions How to become a trusted leader

Accounting Update in a Post COVID-19 World

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Online

2.00 Credits

Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Financial statement disclosures Exploring liquidity options

Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping

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Virtual

2.00 Credits

Obligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP)

Unlocking Deep Secrets: Case Studies in Financial Analysis

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis

CFO Solutions to IRS Problems

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Virtual

4.00 Credits

The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.