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CPE Catalog & Events

All Events 12921 Centennial Events 1 Conferences 1 GWSCPA Originals 8 On Demand 550 Section Meetings 3 Webinars 12366

Showing 2161-2180 of 12921 Results (Page 109 of 647)

ACPEN: Unlocking the Value: IRS Tax Credits for Businesses & Individuals

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Online

4.00 Credits

Overview of federal tax credits Refundable vs. nonrefundable credits Individual tax credits Business tax credits Eligibility requirements for tax credits Documentation and substantiation standards Recent legislation and IRS guidance affecting credits Planning considerations when evaluating tax credits Audit risks and compliance issues

ACPEN: Fringe Benefits & Compensation Planning - Today and Beyond

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Online

8.00 Credits

Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules

Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes

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Virtual

2.00 Credits

Reasonable compensation Fringe benefits for S corporation shareholders Built-in gains tax Excess passive income tax Notice 2020-75: PTE elections

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 Applying the Yellow Book to a Financial Statement Audit

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Virtual

0.00 Credits

Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS) Relationship of Yellow Book requirements to GAAS and single audit requirements The Yellow Book requirements related to the performance of and reporting on a financial audit Identifying and reporting findings under the Yellow Book

Surgent’s Weekly Expert Hour

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Virtual

1.00 Credits

Each week’s topics will change based on the most critical issues affecting financial professionals

ACPEN: Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience

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Online

1.00 Credits

Leadership Professional Development Time Management

ACPEN: Financial Acumen for Today's HR Leader

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Online

2.00 Credits

Financial Statement Insight Trend Analysis Financial Benchmarks

Surgent's Contract Law for Accounting and Finance Professionals

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Virtual

2.00 Credits

Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation

ACPEN: How to Develop Your System of Quality Management Using the AICPA Practice Aids

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Online

3.00 Credits

Overview of Quality Management standards Scope of SQMS 1 Components of quality management Changes from prior standards AICPA practice aids Required documentation Risk assessment process Final documentation development

ACPEN: K2’s Implementing Internal Controls In QuickBooks Online Environments

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Online

4.00 Credits

Critical risks in QBO environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments

Enterprise-Wide Risk Management in Accounting and Finance

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.

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

ACPEN: How to Make Difficult People Disappear...Without Breaking the Law

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Online

1.00 Credits

Conflict Management Interpersonal Relationships Personality Styles

Accounting & Attestation for ESG

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.

ACPEN: Clear, Kind, and Accountable: A Leader’s Guide to Boundaries, Coaching, and Real Conversations

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Online

1.00 Credits

Conflict Management Difficult Conversations Psychological Safety

ACPEN: K2's Taking A Fresh Look At Teams

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Online

2.00 Credits

How Teams got to where it is today Major components in Teams Collaboration options Extending Teams functionality

Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Round robin review of lesser known M365 appsReduce / eliminate internal email communications with Teams and SharePointCollaborate on spreadsheet and documents with your colleagues in real timeGet control of your appointment schedule with the Bookings appTap the full potential of OneNote as your primary repository for notes, correspondence and moreReplace email attachments with secure file sharing linksDocument business processes with the Stream appLeverage the power of AI in M365 with Copilot

Self-Rental Real Estate: Passive Activity & Section 199A

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules

Internal Controls Over Compliance vs Compliance

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Testing internal ControlsAlign internal controls with specific compliance requirementsThe misidentification of controls and the confusion between compliance and control processes