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CPE Catalog & Events

All Events 12824 Centennial Events 1 Conferences 2 GWSCPA Originals 8 On Demand 550 Section Meetings 2 Webinars 12269

Showing 9741-9760 of 12269 Results (Page 488 of 614)

ChatGPT and IRS Taxation Law Research

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting

Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

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Virtual

2.00 Credits

Excel shortcuts Conditional summing Removing duplicate values VLOOKUP function

Surgent's Marijuana: A Generalized Business Viewpoint

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Virtual

1.00 Credits

An overview of current state and federal laws governing marijuana A review of state boards of accountancy regarding marijuana How some financial professionals are capitalizing on the marijuana industry Providing auditing and tax services within the marijuana industry How accountants and other financial professionals can manage risk within this industry IRC Section 280E’s prohibition of deductions involving controlled substances A summary of various state taxation laws on marijuana Ethical issues for accountants who work in the marijuana industry Relevant banking regulations Growth projections

ACPEN: Audit Skills for Beginners

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Online

4.00 Credits

Professional skepticism – Creating a mindset for finding fraud and error Audit documentation basics – Creating workpapers that pass review The audit risk model – Understanding the foundational principles Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting

ACPEN: Effective Governance for Nonprofit Success

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Online

1.00 Credits

Yellowbook Accounting and Auditing Nonprofit

How to Audit Cash

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Auditing CashAudit assertions, risks, and threats to the cash balanceAuditing procedures to perform

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

Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data

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Virtual

0.00 Credits

Automation capabilities of Excel The “Get & Transform” Tool Using “Get & Transform” for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports

ACPEN: Taxation of Judgements and Settlements

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Online

2.40 Credits

Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.

ACPEN: Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done

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Online

1.00 Credits

Personal Productivity Optimizing Performance Reducing Stress Managing Time Improving Results Personal Development Self Leadership Self Awareness

ACPEN: Tax Procedure

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Online

2.00 Credits

Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction

Ethics without Fear for Accounting and Finance Professionals

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Virtual

2.00 Credits

Case studies that clarify the challenges of making appropriate ethical decisions in the fast-paced modern organizational world A frank discussion of how to decide between a teaching moment rather than a termination moment when bad decisions are made. Applying the structure of understanding ethical dilemmas, and then applying the nine-step resolution process to arrive at a fair and consistent decision.

Surgent's Tax and Advisory with Agentic AI

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Virtual

0.00 Credits

Agent use in transfer pricing, tax compliance automation, and M&A due diligence Examples of agent deployment in global accounting firms Regulatory frameworks Governance and controls for autonomous tax tools Strategic advisory with agent-based scenario planning

ACPEN: Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements

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Online

8.00 Credits

Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards  Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation

Ethics: Giving Thanks - How to Master the Art of Gratitude

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Virtual

2.00 Credits

We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.

ACPEN: Considerations of Fraud

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Online

2.00 Credits

AU-C 240 Auditing Yellowbook

ACPEN: Section 199A Compliance: Rules and Reporting After OBBA

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Online

2.00 Credits

A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Application to rental real estate - "safe harbor" rule and aggregation rules Self-rental rule for 199A compared to self-rental rule for passive activities Differing impact on the sole proprietorship, partnerships and S corporations Forms reporting in Form 8995 and Form 8995-A Section 199A flowchart

Agentic AI for CPAs: Automate Workflows with Intelligence

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Introduction to Agentic AI concepts and terminologyCase studies for using AI agents in accounting, finance, and tax servicesStep by step demonstration of creating and deploying an AI agentIntroduction to Microsoft Copilot Studio agent builderDeveloping your AI agent deployment strategy 

Surgent's System and Organization Controls (SOC) Engagements

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Virtual

0.00 Credits

Purpose and organization of the Trust Services Criteria Management assertions specific to different SOC engagement types Intended users of SOC 1®, SOC 2®, and SOC 3® reports Determination and use of materiality in SOC engagements Criteria for considering a vendor as a subservice organization Inclusive vs. carve-out method for subservice organizations Service commitments and system requirements in SOC 2® engagements Appropriate form and content of SOC reports

ACPEN: Taxation of Business Entities

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Online

2.50 Credits

Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.