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CPE Catalog & Events

All Events 13037 Centennial Events 0 Conferences 4 GWSCPA Originals 6 On Demand 655 Section Meetings 0 Webinars 12376

Showing 13037 All Events Results

Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman

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Online

2.00 Credits

Employee Theft Prevention

Noble Leadership: An Ethical Approach

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Leadership DefinitionVirtue EthicsRelationship of Virtue Ethics to LeadershipCharacteristics of the Noble LeaderActions to create a culture of respect and dignity

Surgent's Ethics for Tax Professionals

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Virtual

2.00 Credits

What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?

Surgent's Introduction to Forensic Accounting

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Virtual

4.00 Credits

Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting

Invest in Your Mental Health and Avoid Burnout

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Virtual

2.00 Credits

The major topics covered in this course include:How to recognize burnout and evaluate where you are on the burnout scale.How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.How mindfulness can reduce stress and save time.Silencing the critical inner voice.Tools to help you become more attuned to your needs and emotions.How attending to and regulating your nervous system impacts your mood and well-being.

Surgent's Coaching Skills for Managers and Supervisors

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Virtual

4.00 Credits

The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance

Surgent's Guide to Payroll Taxes and 1099 Issues

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Virtual

4.00 Credits

Statutory employees, independent contractors, and possible changes to §530 relief Using SS-8 Payroll Tax Penalties -- Who is a responsible person? Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates Understanding payroll tax responsibilities in the gig economy

Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges

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Virtual

4.00 Credits

How does the IRC define an installment sale under Section 453? When can a taxpayer utilize the provisions of IRC Section 453? When should a taxpayer utilize the provisions of an installment sale and when should it be avoided How does the issue of a “dealer” vs. a “non-dealer” impact the use of the installment sale method How to report an installment sale when related parties are involved How to calculate an installment sale How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method What is a like-kind exchange as defined by IRC Section 1031 When can a taxpayer utilize the provisions of IRC Section 1031 What types of real property are eligible for like-kind exchange treatment and what types are not What is “boot” and how does it impact the like-kind exchange deferral How to calculate a like-kind exchange including any taxable portion How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges

Create Visuals in Power BI to Successfully Analyze Data

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Virtual

4.00 Credits

The major topics that will be covered in this class include:Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.

When You Hear Hoofbeats, It May Be a Zebra

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Online

1.00 Credits

Internal Controls Fraud Prevention Fraud Investigation

Surgent's A Guide to Nonqualified Deferred Compensation

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Virtual

2.00 Credits

The basics of nonqualified deferred compensation (NQDC) NQDC compliance Taxation of NQDC plans Types of NQDC plans Financing/funding NQDC plans Planning strategies

Controls to Secure the Growing Digital Footprint

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Virtual

4.00 Credits

The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices

AI Revolution: The Big Picture for CPAs

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of AI and its evolution in businessDeep dive into generative AI and its applicationsImpact of AI on accounting, tax and finance sectorsFuture trends and opportunities for CPAsPreparing for the AI-driven business environment

Surgent's Data Security: Best Practices to Protect Your Business and Yourself

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Virtual

1.00 Credits

Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives

Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2

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Online

1.20 Credits

Revenue Recognition Accounting

A Guide to Sampling - Part 1

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Online

2.00 Credits

Auditing Yellowbook

Travel Expenses and Taxes: How to Maximize Deductions and Stay Compliant

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Online

2.00 Credits

Definition of what qualifies as an entertainment expense Strategies to deduct business entertainment expenses Deductibility of meals Situations not subject to the 50% meals and entertainment reduction How to handle automobile issues related to employer-provided parking Proper accounting for deductible vs. non-deductible expenditures The four steps to analyze business expenses The latest federal legislation, cases and rulings

Income Tax Analysis: Exploring In-Depth Concepts

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Introduction to GAAP and IRC FrameworksKey Differences Between Financial Reporting and Tax ReportingUnderstanding Timing DifferencesRecognition of Revenue and Expenses Under GAAP vs. IRCDiscussion of Deferred Tax AssetsImpact of Deferred Tax LiabilitiesPermanent vs. Temporary DifferencesReconciliation of Book Income to Taxable Income

Global Internal Audit Standards (GIAS) Domain III - Part 1

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Online

2.50 Credits

Internal Audit GIAS IPPF Standards Accounting Internal Controls

Get started with Power BI

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.