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CPE Catalog & Events

All Events 13101 Centennial Events 0 Conferences 4 GWSCPA Originals 6 On Demand 655 Section Meetings 0 Webinars 12440

Showing 12440 Webinars Results

Introduction to Ethics & Professional Skepticism

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Online

2.00 Credits

Code of Ethics for Professional Accountants Yellowbook Auditing

The Radar Phenomenon

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Online

1.00 Credits

Internal Controls Fraud Prevention Fraud Investigation

Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts

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Online

2.00 Credits

Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another How to determine a partner's share of the partnership's liabilities Distinguishing "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" & loans and how they affect partners Section 704 "built-in gain or loss" & ules and how they impact Schedule K-1 reporting Section 465 "at risk" rules and how they impact Schedule K-1 reporting 

K2's Data Security And Privacy Issues And Solutions

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Online

2.00 Credits

Understanding the differences between data security and data privacy The major types of security and privacy breaches Key steps you can take to mitigate your risks of becoming another victim

The Controllership Series - The Future Role of the Controller Part 2

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Online

1.50 Credits

Accounting and Finance

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

Professional Ethical Considerations for CPAs

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and moreThe importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies

Comprehensive Accounting and Financial Reporting Update

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Virtual

4.00 Credits

The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.

AICPA's Annual Federal Tax Update

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Virtual

8.00 Credits

Strategies for tax savings Business entity changes IRS administrative issues, compliance and new forms Court cases settled in the last year that provide tax return guidance Position authority IRS rulings, procedures, and notices for the last year New, updated and expiring tax deductions and credits

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

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Virtual

8.00 Credits

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions  SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters

Surgent's Social Security and Medicare: Planning for You and Your Clients

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Virtual

8.00 Credits

Legislative developments A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit Qualification: Has the client retired? How business entities may be used for Social Security advantage Income taxation of Social Security: avoidance tactics Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits?  Why should both spouses qualify for survivor benefits? Disability benefits When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70 Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know

Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners

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Virtual

8.00 Credits

Schedules K-2 and K-3 and filing exceptions Form 7203  IRS Tax Pro Account  IRS modernization initiatives Information Returns Intake System (IRIS) Identity Theft warnings   IRS guidance for the marijuana industry  “Recycled” Form 1099-NEC to report nonemployee compensation  Form 1065 steps for reporting capital  Centralized audit regime; late filing penalties and small partnership relief  “Substance over Form” argument of shareholder loans  Advanced study of “At-Risk” loans  Employer W-2 correction requests  White House 2025 Budget Points  Don't get caught watching the paint dry -- What is hot and new  What is terminating S corporations today?  Special allocation issues of §704  Final regulations for allocating depreciation recapture to partners and members of LLCs 

The Best Federal Tax Update Course by Surgent

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Virtual

8.00 Credits

Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance Timely coverage of breaking tax legislation Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the DOL Final Rule FinCEN reporting requirements under the Corporate Transparency Act  Employee Retention Tax Credit updates Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Walter Haig's AICPA Auditing Standards Update

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Virtual

8.00 Credits

The major topics that will be covered in this class include:AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)The new SAS 145 risk assessment requirementsThe new SAS 134 as amended audit reportsHow to fulfill responsibility to detect fraud under AU-C Section 240How to help clients design, implement and maintain their internal controlsTroublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigationHow to perform profitable audits of Small- and medium-Sized Entities (SMEs)

What If Your Client Didn't Take Reasonable Compensation

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely

Mastering the Excel Lookup Functions

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Virtual

2.00 Credits

The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions

White-Collar Crime: What Every CPA Should Know

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Online

2.00 Credits

Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime

Businesses Receiving Government Assistance

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Online

2.00 Credits

What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses Answers to common questions  

Considerations of Fraud

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Online

2.00 Credits

AU-C 240 Auditing Yellowbook

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.