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CPE Catalog & Events

All Events 13418 Centennial Events 0 Conferences 4 GWSCPA Originals 6 On Demand 655 Section Meetings 0 Webinars 12757

Showing 13418 All Events Results

Ethics and Technology for CPAs

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Virtual

2.00 Credits

The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.

AI Ethics 2025 (VBOA-Approved)

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Virtual

2.00 Credits

Ethical principles of AI usage. Strategies for ethical decision making. Compliance and governance in AI adoption. Balance of innovation and responsibility.

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

Disrupt to Dominate: Mastering Change Leadership

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Virtual

4.00 Credits

The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios

Strategies for Guiding Clients Through Challenging Situations: Tax Insights

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Online

8.00 Credits

Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.

Tax Power Ethics for Tax Professionals

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Online

2.00 Credits

AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies  

Hot Topics Audit & Attest Update

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar

Business Partnerships: Managing Supplier Relationships

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials

Revenue Recognition - Recognize Revenue

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Online

1.00 Credits

Revenue Recognition Accounting

Applying the New Expected Credit Loss Model

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Online

2.00 Credits

Principles behind the new expectation credit loss model Acceptable methods for evaluating expected credit loss for certain financial instruments Enhanced disclosure requirements common for nonpublic entities 

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 Excel: Mastering PivotTables

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Virtual

2.00 Credits

Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel

Surgent's Fraud Case Studies: Schemes and Controls

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Virtual

4.00 Credits

Recent fraud cases Common fraud schemes perpetrated by those within and outside victim organizations Consider the lessons learned Best practices to further our fraud prevention

Ethics: Avoiding the Slippery Slope of Ethical Pressures

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Virtual

4.00 Credits

Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies

Leadershift Ethics: Things Must Change!

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Virtual

2.00 Credits

The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation

Surgent's Weekly Expert Hour

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Virtual

1.00 Credits

Each week’s topics will change based on the most critical issues affecting financial professionals

Cryptocurrencies for the CFO: Explaining Blockchain

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Online

2.00 Credits

What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language

Navigating IRS Authorizations: Form 2848 & Form 8821

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.

Surgent's Taxation of the Mobile Workforce

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Virtual

2.00 Credits

What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out of state employee?

ChatGPT Bootcamp for CPAs with John Higgins

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business