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CPE Catalog & Events

All Events 13421 Centennial Events 0 Conferences 4 GWSCPA Originals 6 On Demand 655 Section Meetings 0 Webinars 12760

Showing 13421 All Events Results

Learning to Teach "Tax" as a Second Language

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Accounting as a foreign languageCommonly misunderstood conceptsCommunicating tax mattersClient-practitioner interactionsInteracting with tax authorities

Current and Upcoming FASB Issues

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Virtual

1.00 Credits

FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects

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.

Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional

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Virtual

4.00 Credits

Economic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media's place in our organizations

Surgent's Ethics for the Industry Accountant

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Virtual

4.00 Credits

What are ethics? Why study ethics? Ethical responsibilities of CPAs Professional code of ethics and conduct AICPA Codification – updated Ethical dilemmas CPA vision Real disciplinary cases to illustrate critical points

Deep Dive Into Common Auditing Deficiencies

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.

K2's QuickBooks for Accountants

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Online

8.00 Credits

New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies

Governmental and Not-for-Profit Annual Update

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Virtual

8.00 Credits

GASB update Not-for-profit accounting update Revenue recognition in not-for-profits FASB's lease standard FASB update Auditor's report and conforming changes Auditing Standards Board update Governmental auditing update

LLC's & S Corporations: a Comparative Analysis

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Virtual

8.00 Credits

The major topics that will be covered in this course include:Comparative analysis of LLCs and S CorporationsEntity formation, compliance, and operational structuresSelf-employment tax and its implications for LLCs and S CorporationsForm 2553 preparation and relief for late filingsRev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and applicationS Corporation eligibility errors and corrective measuresCorporate governance and formalities for both entity typesShareholder stock and debt basis for S CorporationsForms 1120S, 1065, and related schedules (K-1, K-2, K-3)Officer reasonable compensation and general partner guaranteed paymentsAudit strategies, estate planning, and business continuation planning

Will Your Ethics Be Burned by Burnout?

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Virtual

2.00 Credits

The major topics covered in this class include:Explore the effects of crisis and burnout on ethical decision-makingDefine the stressors, pressures, and biases that can lead good people to make less than optimal choicesDiscuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teamsLearn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope

Tax Season Update for Business with Steve Dilley

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Virtual

4.00 Credits

The major topics covered in this class include:2021/22 legislative developments, cases and rulings impacting various business entity taxpayersDetailed discussion of the partnership and S corporation Schedule K-1 changesBusiness income, deductions and creditsTravel expense reportingSection 199A update and business lossesDepreciation update: Section 179 and 168(k)S Corporation and partnership update

K2's Paperless Office

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Online

8.00 Credits

The importance of “going paperless” Key technologies that facilitate a paperless office Advantages of going paperless Examples of leading document management systems and processes

IFRS vs. US GAAP - Major Accounting Differences

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Online

2.00 Credits

Explore major differences in the design and structure of IFRS vs. U.S. GAAP Discover significant differences in financial statement presentation and disclosure principles, including: Periods required to be reported Interim financial reporting Debt classification, and more Recognize significant differences in initial recognition and subsequent measurement standards, including: Consolidation Equity method investments

K2'S Top Tech Productivity Tips And Tricks

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Online

2.00 Credits

Microsoft 365 tricks and tips Best practices for virtual meetings Productivity-enhancing apps and tools that you should consider using

Surgent's How to Effectively Represent Clients Under IRS Audit

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Virtual

2.00 Credits

Why the IRS selects a tax return for audit What happens when the taxpayer disagrees with the results of the audit IRS employees who interact with taxpayers during an audit FATCA audits Types of IRS examinations Potential IRS audit outcomes Substitute for returns Large Partnership Compliance Program IRS’s shift in audit strategies Responding to IRS Notices online Audits of high income and high net-worth individuals The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships IRS Letters of Concern

Surgent's Virtual Currency: Keeping Up with the Tax Code

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Virtual

2.00 Credits

Overview of virtual currency Property transactions with virtual currency Receiving virtual currency as payment Paying using virtual currency Charitable donations with virtual currency Gifting of virtual currency Form 8300 reporting

Synchronize Your Files to the Cloud with SharePoint -Updated

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Virtual

2.00 Credits

The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes

Forensic Data Analytics Supercourse for Fraud Prevention and Detection

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Online

8.00 Credits

Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology

How Much Are Your Ethics Worth?

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies

Current Audit Environment and ASB Activity

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Virtual

2.00 Credits

Updates to auditing and attestation standards Current environment and implication for audit planning Statement on Quality Management Standards (SQMS) No. 1 and SQMS No. 2 Statements on Standards for Accounting and Review Services (SSARSs)