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CPE Catalog & Events

All Events 10797 Centennial Events 0 Conferences 3 GWSCPA Originals 5 On Demand 0 Section Meetings 0 Webinars 10794

Showing 4441-4460 of 10797 Results (Page 223 of 540)

ACPEN: Mary Jane Hourani’s Federal Tax Update: Business

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Online

4.00 Credits

Recent federal tax legislation and proposed changes IRS regulations, rulings, and procedural updates Recent tax-related court cases Application of deductions, credits, and tax benefits Practical application of tax law changes to business scenarios

Adobe Acrobat Tips for Working with PDF Files

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Review of all that Adobe Acrobat has to offerOrganizing your PDFs  with bookmarks, links, file attachments and moreFormatting the presentation of PDFs with headers, footers and watermarksCreating and processing fillable formsProcessing documents for e-signatureTips for converting email messages, documents and spreadsheets into PDF formatCombining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality 

AICPA Town Hall Series (Rebroadcast of 11/12/2026)

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Virtual

1.00 Credits

Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities

Beyond the Basics: Financial Ratios You Might Be Overlooking

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool

Ethics and Professional Conduct

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Virtual

2.00 Credits

Discussion of what makes an ethical dilemma. Review of recent ethical violations Practical applications of the independence and conflict of interest rules Current PCAOB concerns

Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

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Virtual

2.00 Credits

Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans Defined benefit plans and cash balance plans

Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues

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Virtual

1.00 Credits

Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements  Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance

Surgent's Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions

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Virtual

4.00 Credits

Three different types of basis Contributions of property IRC 704(b) – Capital Accounts and Special Allocations Contributions of property and debt Contributions of services IRS Notice 2020-43

ACPEN: Just Ask Why - Searching for Answers: Generating Solutions

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Online

4.00 Credits

The basic benefits of why                                                  The 5-15 report                        Curiosity and creativity    

Common Deficiencies in SSARS Engagements

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Frequent problem areas in preparation, compilation, and review engagementsThe root causes of noncompliancePractical approaches firms can use to improve consistency, documentation, and overall engagement performance

How to Audit Inventory

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Auditing Inventory.Related Audit assertions, risks, and threats to inventory.Substantive auditing procedures that staff should perform.

Surgent's Navigating Your Client Through the IRS Appeals Process

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Virtual

4.00 Credits

Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less Writing and filing a Formal Protest, including required information Alternative Dispute Resolution options available to clients Negotiation and time limitations Preparing and submitting a Tax Court petition to preserve a client’s rights

Surgent's Preparing and Writing Findings in Yellow Book and Single Audits

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Virtual

0.00 Credits

The types of audit findings reported in Yellow Book and single audit engagements The finding elements required by the GAO and OMB standards Where audit findings get communicated in the reporting process

ACPEN: The New Leadership Playbook: From Stability to Agility

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Online

1.00 Credits

The Collapse of Stability-Based Leadership The New Mandate for Leaders From Command to Connect Technology, AI, and the Human Imperative The Future Leader's Playbook Personal Leadership Reset  

ACPEN: Section 25F Scholarship Granting Tax Credit: Planning and Compliance Strategies

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Online

2.00 Credits

Overview of Section 25F and legislative intent Eligibility requirements and qualifying contributions Credit calculation and limitations State-by-state conformity and eligibility considerations Interaction with other federal and state tax provisions Compliance, documentation, and reporting considerations Common pitfalls and audit risks

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.

Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties

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Virtual

2.00 Credits

How to determine when an individual is subject to an RMD Coverage of RMD changes under SECURE Act 2.0 What is the required minimum distribution for an account owner? What is the required minimum distribution for a beneficiary IRA? Key explanations of RMD regulations The types of accounts that are subject to the RMD rules The parties that are subject to the RMD rules Exceptions and special considerations for RMDs Rollover and transfer rules in an RMD year The various responsibilities of interested parties Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions How the 10-year rule works for beneficiaries

ACPEN: Achieving Balance in Work and Life - Part 2

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Online

4.00 Credits

Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts

ACPEN: Mary Jane Hourani’s Federal Tax Update: Individual

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Online

4.00 Credits

Recent federal tax legislation and proposed changes IRS regulations, rulings, and procedural updates Recent tax-related court cases Application of deductions, credits, and tax benefits for individuals Practical application of tax law changes to individual scenarios

ACPEN: Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great

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Online

1.20 Credits

Talent Strategy Culture Employer Branding Leadership Growth