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CPE Catalog & Events

All Events 12243 Centennial Events 0 Conferences 3 GWSCPA Originals 6 On Demand 548 Section Meetings 1 Webinars 11691

Showing 1021-1040 of 12243 Results (Page 52 of 613)

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

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Online

2.40 Credits

Employee Theft Prevention

Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach

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Virtual

3.00 Credits

Understand how to approach and analyze the U.S. taxation of foreign corporations Using an example, calculate tested income, Subpart F, and PFIC income inclusions for an individual and C corporation Determine how much foreign tax credit can be claimed against such income inclusions Determine how subsequent dividend distributions from the foreign corporation are taxed Calculate capital gain on the disposition of the foreign corporation Compare different outcomes and discuss the impact of Section 962 election Identify basic strategies for managing tax liabilities related to foreign corporations

Complete Guide to Analyze Data with Excel PivotTables

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.

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

ACPEN: Let's End Business Ethics

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Online

2.00 Credits

Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions

Ethical AI Practices for CPAs: Ensuring Responsible Use

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Understanding ethical implications of AIData privacy and security considerationsCompliance with regulations and professional standardsDeveloping ethical AI policies and procedures

Quality Management: My System is Set Up -- Now What?

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Virtual

2.00 Credits

Additional ongoing requirements of SQMS NO. 1 Monitoring and remediation requirements Identifying, evaluating, and responding to findings and deficiencies The required annual evaluation of the system of quality management Evaluating the performance of those with responsibilities Considerations for firms in a network Sole practitioner and small firm guidance

Leveraging ChatGPT for Innovative Business Advisory Services

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Virtual

2.00 Credits

The major topics covered in this course include:Introduction to ChatGPT and its applications in the business advisory contextIn-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.Practical case studies demonstrating application of ChatGPT in accounting business analysisKey challenges faced by accounting firms and how ChatGPT can help overcome theseBest practices for implementing AI tools in the accounting sectorFuture opportunities and trends in AI-enhanced business advisory services

ACPEN: Anti-Money Laundering Warning Signs and Mitigation Techniques

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Online

2.00 Credits

Warning signs of money laundering Legal services Prevention AML mitigation methods Features to look for in AML solutions Ten things in AML watchlist provider

ACPEN: No Tax on Overtime: Payroll Compliance

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Online

2.00 Credits

Overview of FLSA overtime provisions Definition of a workweek and the 40-hour threshold Time-and-a-half requirements and exclusions from overtime pay Exempt vs. nonexempt employee classifications Components of the regular rate of pay Treatment of bonuses, commissions, and other compensation Step-by-step overtime calculation examples Common compliance pitfalls and audit risk Documentation and payroll system considerations Case studies involving misclassification and miscalculation

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.

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

ACPEN: Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.

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Online

1.00 Credits

Appreciation Languages of appreciation Appreciation strategies

Resistance to Resilience: Strive for Tech Change Acceptance

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Resistance to resilience in embracing new technologiesOvercoming barriers and ensuring successful implementationCutting-edge audit technologies, including AI, data analytics, and automationInsights into the Technology Acceptance Model (TAM)

ACPEN: Stop Loss & Contract Review: Protecting Your Plan and Your Bottom Line

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Online

2.00 Credits

Stop Loss TPA PBM Point Solutions

Common Financial Statement Disclosures

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Virtual

2.00 Credits

The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements

Current Cybersecurity Risk Management Trends

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of current cybersecurity threats and how to mitigate data breach risk.Describe how to avoid malware and other security threats

Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business

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Virtual

3.00 Credits

Due diligence checklist items Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and the residual method Selling sole proprietorships, partnerships, and corporations Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock

Surgent's Basics of Employment Law for Non-HR Professionals

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Virtual

4.00 Credits

How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies Key functions of employment including recruitment, interviewing and selection

Preparation, Compilation, and Review Engagements: Update and Review

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Virtual

4.00 Credits

Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard-setting projects