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CPE Catalog & Events

All Events 7597 Centennial Events 0 Conferences 5 GWSCPA Originals 25 On Demand 0 Section Meetings 14 Webinars 7578

Showing 5021-5040 of 7597 Results (Page 252 of 380)

Surgent's Engaging and Managing Young Professionals

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Virtual

0.00 Credits

Characteristics that are more dominant among younger working professionals and what distinguishes them from other sectors of the workforce Changes younger professionals seek in the workplace Suggestions on engaging and developing younger workers Best practices by organizations who have successfully integrated younger professionals Expectations as to learning, development, and training Work environments and schedules School-to-work transitions Views on salary, benefits, and corporate ethics Whether younger professionals’ expectations are significantly different from any other generation Strengths younger professionals offer which set them apart from others Common myths pertaining to younger professionals Definitions of success

Surgent's Making Sense of Essential OBBBA Provisions

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Virtual

2.00 Credits

Bonus and Section 179 depreciation Depreciation of qualified production property The business interest deduction Tax on excess compensation within tax-exempt organizations Excise tax on investment income of private colleges ABLE accounts and the Saver’s Credit Child Tax Credit Casualty losses Other crucial OBBBA provisions

ACPEN: SSARS Essentials: Best Practices for Review, Compilation, and Preparation Engagements

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Online

4.00 Credits

The SSARS landscape Review engagements Compilation engagements Preparation engagements Selecting from the menu of SSARS engagements AICPA quality management standards  Independence and other ethical considerations Considerations when changing the level of service Pitfalls to avoid Best practices to adopt

How SAS Nos. 134-145 Improve Risk-Based Audits

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Virtual

4.00 Credits

The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145

ACPEN: A Practitioner’s Guide to IRAs and Qualified Retirement Plans

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Online

8.00 Credits

Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals

Spring Tax Update with Steve Dilley

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Virtual

8.00 Credits

The major topics that will be covered in this course include:Update and integration of the most recent tax legislation impacting individual and business taxpayers.Review of individual and business provisions of the Inflation Reduction Act.Update on significant individual and business tax developments related to cases and rulings.Update on earned income credit, child credit, and child and dependent care credit.Crypto reporting update.Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.Tax issues impacting "gig" workers, including Form 1099-K.Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions.

Overcoming Tech Adoption Challenges in CPA Firms

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Virtual

1.00 Credits

To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Five critical technology adoption challenges facing CPA firms today Digital maturity assessment models and implementation frameworks AI integration strategies for tax, audit, and advisory services Cybersecurity considerations and risk management protocols Case studies of successful technology transformations in accounting firms

CFO Series: Avoiding That Conversation Has a Cost

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Why smart leaders avoid difficult conversations, even when they know they should notHow small issues quietly become major organizational problemsPractical techniques for starting difficult conversations with confidenceCommon communication mistakes that damage trust and credibilityStrategies for delivering difficult messages without creating unnecessary conflictBuilding a culture where important conversations happen earlier, not later

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

BUNDLE: CFO Series - March 2027

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Virtual

8.00 Credits

All times listed are Eastern Time ZoneWeek 1: Avoiding That Conversation Has a Cost - Choose Comfort And Lose!CPE: 2Field of Study: Business Management and OrganizationDiscussion Leader: Robert Berry MBA, CPA, CIA, CISADate: Friday, March 5, 11:00 am Week 2: Analyzing & Mitigating: 6 Systemic Risks That Cause Havoc(pt1)CPE: 2Field of Study: AuditingDiscussion Leader: Bob Mims, CPADate: Friday, March 12, 11:00 am Week 3: Are You Really Making a Profit? Understand Hidden Risk & CostsCPE: 2Field of Study: FinanceDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, March 19, 11:00 am Week 4: C-Suite Blind Spots: What You Don't See Can Hurt YouCPE: 2Field of Study: Business Management and OrganizationDiscussion Leader: Jane Mims, PhD, LPC-MHSP, EMDR-T, PCCDate: Friday, March 26, 11:00 am 

Exercise Your Ethics: Techniques to Improve Ethical Response

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.Discover ways to improve ethical response.Practice, using practical advice from leading thinkers in ethics.

CPAs as AI Systems Evaluators

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Virtual

2.00 Credits

The major topics that will be covered in this course include:The emerging CPA role in AI system evaluationNIST, ISO, SOC 2, COSO, and AI assurance frameworksAI regulatory and compliance developmentsHallucination, bias, model drift, sycophancy, and security risksAI benchmarks, golden datasets, red-teaming, and performance testingAI governance, controls, documentation, and evidenceAI evaluation engagements, independence, ethics, and professional liability

Profiles in Fraud

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Real life fraudsters: what they did, how they got away with it, how they finally were caughtProfiles: the characteristics the fraud perpetrators have in commonTechniques to prevent and deter these common schemes

ACPEN: Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services

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Online

2.00 Credits

Limitations of the traditional busy season model Building a year-round advisory practice Transitioning existing clients Attracting higher-value clients Integrating tax, financial, and estate planning Workflow restructuring and operations Pricing and value communication Implementation challenges

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

Workforce Transformation and Talent Management in 2025

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Virtual

1.00 Credits

To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Understanding why the traditional pyramid structure is failing firms The inverted pentagon framework and its talent retention advantages Impact of technology and AI on entry-level accounting roles The 6 Ps of Business Model Transformation implementation Accelerating specialized skills acquisition in your workforce Effective knowledge transfer through mentorship and job rotation Technology-driven training and development strategies Best practices from other industries for workforce transformation Building and retaining specialized middle layers of expertise Strategic pricing models to support the pentagon structure

ACPEN: Group Audits: Who is Responsible for What?

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Online

2.00 Credits

Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit

Everyday Ethics at Work: Don't be the Next News Story!

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Discuss ethics from an every-day real-world perspectiveHow to prevent an ethical lapse that can turn your business into the next news story

Public Procurement Basics: Protecting the People's Money

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Guidelines and requirements that will help lead you to public procurement success.Guidance on how governments can meet complicated procurement needs.Best practices to protect public and Federal funds.

Surgent's Introduction to Charitable Gifting for Individual Taxpayers

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Virtual

2.00 Credits

Fundamentals of charitable gifting Income and estate tax considerations for charitable giving Charitable deduction rules and limitations Structuring charitable contributions for maximum tax efficiency Advanced charitable gifting techniques Compliance and documentation requirements