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CPE Catalog & Events

Showing 3424 Webinars Results

Preparation, Compilation, and Review Engagements: Update and Review

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Online

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

Tax Season Update for Business with Steve Dilley

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Online

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

Financial & Tax Accounting for S Corporations & Partnerships

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Online

8.00 Credits

The major topics that will be covered in this class include:Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporationsFinancial accounting issues arising from changes in ownershipFinancial vs. tax accounting for partnership/LLC capital accountsSection 704(b) substantial economic effect rules and their relation to financial accountingThe integration of financial accounting with Forms 1065 and 1120SFinancial accounting basis for ownership interests vs. tax accounting basis for ownership interestsDeferred tax accounting for partnerships/LLCs and S corporationsFinancial accounting for the operations of a partnership/LLCFinancial accounting impact of the C to S election and the S to C electionFinancial and tax accounting for S corporation shareholder equity and partner capital accountsFinancial vs. tax accounting for loans to and from S corporations and their shareholders

Integrate ChatGPT into Your Client Advisory Services-Updated

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Online

2.00 Credits

The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business

The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods

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Online

1.00 Credits

Accounting Finance Procurement Operations

2024 Design Flexible Work Options To Attract & Retain Your Workforce

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Online

1.00 Credits

Flexible Work Options Employee Engagement Talent Management Strategy

Let Go and Lead: The Crucial Art of Delegation

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Virtual

1.00 Credits

When is it time to delegate What should you be delegating To whom should you be delegating it What are the benefits of creating more time to lead

Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis

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Online

2.00 Credits

Forensic Accounting Accounting Auditing Finance

Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know

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Online

2.00 Credits

Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position

Improve Spreadsheets by Building Controls in Excel

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Online

2.00 Credits

The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors

Promoting Mental Health in the Workplace to Prevent Violence

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Online

1.00 Credits

Mental Health Awareness

How to Make Difficult People Disappear...Without Going to Jail

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Online

1.00 Credits

Team dynamics Influence Organizational behavior Leadership

Appreciation Intelligence: The New AI

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Online

1.00 Credits

Languages of appreciation Appreciation strategies

The Controllership Series - Sales, Collections and Customer Credit

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Online

1.50 Credits

Accounting Sales Collections

Audit 307: Client and Profitable Engagement Management

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Online

2.00 Credits

The major topics covered in this course include:Importance of quality control on auditsWhy engagement budgets are not used, and how to overcome the barriers to successDetermining useful budget amounts to use as a toolBetter engagement scheduling tips for improved efficiencyMaking sure the client is ready on the first day of the auditDelegating for professional development and leveraging audit hoursHandling difficult delegation scenariosBetter engagement wrap-up tips and techniques

The Controllership Series - Financial Statement Preparation

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Online

2.60 Credits

Accounting Finance Financial Statement Preparation

Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate

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Online

3.00 Credits

The federal transfer tax exemption for 2023 and 2024 What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent’s residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount

Seeing Beyond the Numbers: Analysis for CFOs & Controllers

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Online

4.00 Credits

The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios

2024 Estate Planning for Today and Beyond

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Online

8.00 Credits

Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships

Cultural Transformation

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Online

1.00 Credits

The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture