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CPE Catalog & Events

All Events 12502 Centennial Events 0 Conferences 3 GWSCPA Originals 8 On Demand 548 Section Meetings 2 Webinars 11949

Showing 2201-2220 of 12502 Results (Page 111 of 626)

Surgent's Taking Advantage of Like-Kind Exchanges

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Virtual

2.00 Credits

Understanding the history of IRC Sec 1031 Who does and does not qualify for utilizing the like-kind provisions Which properties do and do not qualify for like-kind exchanges The differences between a “dealer” and a “non-dealer” regarding like-kind exchanges How to complete a like-kind exchange The different types of like-kind exchanges The definition of “boot” and how it applies to like-kind exchanges Rules concerning Revenue Ruling 72-456, and Form 8824

Surgent's Working Remotely: Best Practices, Challenges, and Opportunities

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Virtual

0.00 Credits

Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home

ACPEN: Partnership Checkup: Tax Issues & Forms Reporting

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Online

4.00 Credits

Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Impact of contributed property Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process Discusses how S corporation losses impact Form 1040 Schedule E reporting How to get from the Schedule K-1 information to the basis calculations

ACPEN: Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services

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Online

8.00 Credits

Limitations of the traditional busy season model Building a year-round advisory practice Transitioning existing clients Attracting higher-value clients Integrating tax, financial, and estate planning Workflow restructuring and operations Pricing and value communication Implementation challenges

Surgent's Audit Skills Training Level 1: Developing Critical Skills for Success in Public Accounting

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Virtual

7.00 Credits

Each module includes a lecture followed by in-class group case studies and activities. In this two-day course, the following two-hour modules will be presented: Day 1: Transitioning to the accounting profession Code of ethics – Importance of professional skepticism and independence Quality management standards Risk assessment basics Internal control fundamentals Compilations and reviews – The contrasting nature of preparation engagements, compilations, and reviews Day 2: Auditing cash and cash equivalents Auditing property, plant, and equipment Auditing accounts payable and debt Documentation Basics

ACPEN: Stand Out - How to Create a Unique Employer Brand

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Online

1.00 Credits

Employer Brand Talent Management Future of Work Onboarding New Hires

Executive Presence, Personal Brand: Structure Your Narrative

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Components of executive presenceAudience-centered elevator pitch structureProfessional value proposition frameworkStructuring a concise executive biographyAligning personal narrative with organizational valueCommon pitfalls in professional self-presentationApplication and refinement exercise 

ACPEN: Defining Lines: Advanced Professional Boundaries

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Online

2.00 Credits

Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease

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

The Future of Audit: Technology, Talent & Transformation

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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: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes

ACPEN: Clear, Kind, and Accountable: A Leader’s Guide to Boundaries, Coaching, and Real Conversations

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Online

1.00 Credits

Conflict Management Difficult Conversations Psychological Safety

ACPEN: The SECURE Act 2.0 – Planning Opportunities for Individuals

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Online

1.20 Credits

Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching

ACPEN: Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts

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Online

2.00 Credits

Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another How to determine a partner's share of the partnership's liabilities Distinguishing "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" & loans and how they affect partners Section 704 "built-in gain or loss" & ules and how they impact Schedule K-1 reporting Section 465 "at risk" rules and how they impact Schedule K-1 reporting 

Analyzing Financial Statements

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances

ChatGPT and Advanced Financial Analysis for Accountants

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT

ACPEN: Common Deficiencies in Employee Benefit Plans

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Online

2.00 Credits

EBP Auditing Yellowbook

Adobe Acrobat Tips for Working with PDF Files

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Review of all that Adobe Acrobat has to offerOrganizing your PDFs  with bookmarks, links, file attachments and moreFormatting the presentation of PDFs with headers, footers and watermarksCreating and processing fillable formsProcessing documents for e-signatureTips for converting email messages, documents and spreadsheets into PDF formatCombining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality 

Performing Preparation, Compilation and Review Engagements

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Virtual

2.00 Credits

Engagement objectives Performance requirements and standards Documentation Differences between compilation and preparation engagements Engagement criteria Changes in level of service

Surgent's Tax Research - Intermediate Concepts

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Virtual

2.00 Credits

Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda

ACPEN: The Complete Guide to the Preparation of Form 1041

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Online

8.00 Credits

Step-by-step Form 1041 preparation Key issues in decedent’s estates and trusts Understanding Subchapter J and its impact on taxation Compliance strategies for fiduciary entities Tax treatment of DNI and IRD Case studies illustrating real-world application Legislative updates affecting estate and trust taxation