Skip to main content

CPE Catalog & Events

All Events 8439 Centennial Events 0 Conferences 7 GWSCPA Originals 30 On Demand 0 Section Meetings 18 Webinars 8413

Showing 1521-1540 of 8439 Results (Page 77 of 422)

ACPEN: Financial Statement Analysis

-

Online

4.00 Credits

Purposes of financial statement analysis Trend analysis and vertical & horizontal analysis Simple and multivariate regression; Analysis of metrics Assessment of liquidity, solvency, and profitability Using data visualizations The role of qualitative factors

Microsoft 365 Application Lightning Round Review-Updated

-

Virtual

1.00 Credits

The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps

AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution

-

Virtual

1.00 Credits

The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.

ACPEN: Common Deficiencies in Employee Benefit Plans

-

Online

2.00 Credits

EBP Auditing Yellowbook

What's Behind the Data?

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls

Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues

-

Virtual

4.00 Credits

ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting

Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know

-

Virtual

4.00 Credits

Timely coverage of breaking tax legislation Comprehensive coverage of the One Big Beautiful Bill Act (OBBBA) The latest IRS guidance on recent tax legislation Hot developments affecting the upcoming tax season Review of new laws and changes in forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals

Advanced Tax Planning S Corporations - Tax Staff Essentials

-

Virtual

7.50 Credits

Basis in S corporation stock Distributions Compensation planning Qualified subchapter S subsidiaries Liquidations, reorganizations, and redemptions Estate planning and the use of trusts Section 199A

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

-

Virtual

8.00 Credits

Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including recently issued SASs Common mistakes as noted in peer reviews and DOL inspections

Surgent's Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms

-

Virtual

8.00 Credits

Classifying receipts between “income” and “corpus” under the Uniform Principal and Income Act Calculation of DNI utilizing three different methods, a “forms” method (Schedule B), a “code” method, and a “shortcut” method, utilizing a worksheet of common income and expenses Proper W-2 preparation and procedures in the year of death Taxpayer passes before taking a required minimum distribution; what must be done?  Forgetful fiduciaries of simple trusts Fluctuating trusts – Simple one year, complex the next Dividing income in the year of death Overview of Subchapter J Form preparation issues – Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1 Other considerations: excess deductions on termination Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms

Surgent's Single Auditing Made Simple

-

Virtual

0.00 Credits

The key requirements and responsibilities related to the schedule of expenditures of federal awards and major program determination How the auditor determines the direct and material compliance requirements, obtains an understanding of and tests the related internal controls, and performs compliance testing The development and reporting of findings in the schedule of findings and questioned costs Additional performance and reporting responsibilities

2026/27 AICPA Regulatory Ethics Update

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC)Recent developments shaping ethical requirements for the professionProposed and ongoing projects on PEEC's agenda

Google Gemini Deep Dive Hands-on Bootcamp for CPAs

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Getting started with GeminiTour of the Gemini app and how to use itVariety of hands-on case study examples for accounting, finance, and taxProtecting your data privacy in Google GeminiAdvanced Gemini features reviewIntegration with Google appsSubscription plan option

ACPEN: AI Risk Fundamentals: Understanding Emerging Tech Threats

-

Online

1.00 Credits

AI Landscape Risks Core AI Technologies Security Vulnerabilities Privacy Concerns Assessment Frameworks

Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations

-

Virtual

0.00 Credits

Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations

Surgent's Hiring and Firing of Employees - What You Can and Cannot Do

-

Virtual

2.00 Credits

Employment at will — what this means in a practical sense Implied employment contracts What a prospective employer can ask about, and test for, during employment interviews Federal anti-discrimination rules applicable to hiring and firing How to discipline or fire an employee and not get sued FMLA/ADA/PWFA — Pregnant Worker’s Fairness Act Constructive discharge — what is it and how it affects your business?

2026/27 Annual Update for Accountants & Auditors

-

Virtual

4.00 Credits

The major topics that will be covered in this course include:Key accounting and auditing developments affecting accountants and auditors across industries.Recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations.Recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits.

ACPEN: How to Get a Better Return on Financial Statement Audits – Avoiding the Most Misapplied Risk-Based Audit Concepts

-

Online

8.00 Credits

Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental) Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details The most common efficiency opportunities for tailoring your audit approach based on risk How to use the workpaper review process as a tool for producing a more effective and efficient engagement Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose How to use the client to your advantage in planning and performing the audit Learn how to get the engagement out the door – on time and on budget! 

ACPEN: The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA

-

Online

1.00 Credits

What are the three components of ethical leadership Ethical prescriptions and ethical proscriptions How to become a trusted leader

ACPEN: Design Flexible Work Options To Attract & Retain Your Workforce

-

Online

1.00 Credits

Flexible Work Options Employee Engagement Talent Management Strategy