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CPE Catalog & Events

All Events 7173 Centennial Events 0 Conferences 5 GWSCPA Originals 13 On Demand 628 Section Meetings 8 Webinars 6532

Showing 7173 All Events Results

Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities

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Virtual

4.00 Credits

The Inflation Reduction Act of 2022 Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new §461(l)), American Rescue Plan Act, and Inflation Reduction Act

Common Deficiencies in Employee Benefit Plans

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Online

2.00 Credits

EBP Auditing Yellowbook

Ethical Considerations of the New AICPA SSTS Rules

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Review of the new AICPA Statement on Standards for Tax ServicesReorganization of SSTS by type of work performedDiscuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities

Surgent's Artificial Intelligence for Accounting and Finance Professionals

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Virtual

2.00 Credits

What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management

Coping With the Growth of Online Fraud

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Virtual

4.00 Credits

The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk

Ethics: How to Give and Receive Criticism the Right Way

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Virtual

2.00 Credits

The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way

Surgent's Data Security: Best Practices to Protect Your Business and Yourself

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Virtual

1.00 Credits

Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives

The Controllership Series - Addressing Budgeting Uncertainty

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Online

1.00 Credits

Accounting Finance

Upholding Independence While Holding Your Client's Hand

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Online

2.00 Credits

Circumstances that may cause recent FASB pronouncements to introduce threats to independence AICP's Code of Professional Conduct Best practice tips and practical strategies for preserving independence when assisting clients with technical matters

What's Going on at the FASB (2025)

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. Review year 2 implications of the leases standard including modification accounting. A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.

2025 Not-for-Profit Accounting & Auditing Update

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Online

6.00 Credits

Yellowbook Auditing Accounting

AI Privacy, Security, and Compliance Masterclass

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Introduction:  What is AI Security, Privacy and Compliance (AISPC)?Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for AccountantsAISPC Policy Best PracticesKey Tactical Questions for Addressing Data Security and PrivacyOpenAI and Compliance with Government RegulationsOpenAI and Two-Factor AuthenticationOther OpenAI Security, Privacy and Compliance ConsiderationsBest Practices for Secure Data Sharing with GPT How to Create a GenAI and ChatGPT Usage Policy for Your OperationsGeneral AI Policy Do’s and Don’tsAI Copyright Compliance & Protection GuideDeepfakes and Synthetic Media: A New Frontier for Fraud and MisinformationFrom Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and EthicsKey Takeaways

Considerations of Fraud

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Online

2.00 Credits

AU-C 240 Auditing Yellowbook

Ethics and Civility in the Workplace

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Virtual

2.00 Credits

The major topics that will be covered in this course include:What is civility and how it is tied to the bottom line?Principles of CivilityGiving the Benefit of the DoubtInclusivityCommunication Review of ethical values and principles with an emphasis on:RespectCourageCompassionHonor Accountability 

Casualty Losses: Disaster Relief Act of 2024

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Federal Disaster Relief Act provisions enacted in December, 2024Comparison of personal use casualties with business/investment casualtiesWhen to claim casualty lossesHow to postpone casualty gainsBusiness casualty gains and depreciation recapture

S Corporation Checkup: Tax Issues & Forms Reporting

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Online

4.00 Credits

Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations Comprehensive example to illustrate the mechanics of the basis determination process

Preparing to be a Forensic Accountant - Focus on Network Forensics

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Online

1.50 Credits

Forensic Accounting Accounting Auditing Finance

Strategic Government Budgeting: Tools for Long-Term Sustainability

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Online

2.00 Credits

Forecasting & Budgeting Auditing & Accounting Yellowbook

Microsoft 365: Save More Time, Make More Money

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Appreciate the full potential of Microsoft 365 to drive efficiency in your businessLearn best practices for harnessing the power of Microsoft 365 Design your Teams app setup to meet the unique attributes of your businessUse SharePoint and OneDrive to organize your files and share them securely internally and externallyOrganize your thoughts, meeting notes and other content centrally in OneNoteManage your projects, large and small, with the Planner appDeploy the Stream app to document processes efficiently and effectively Bonus Content: Understand how to harness the power of AI with Microsoft Copilot

Reviewing S Corporation Tax Returns: What Are You Missing?

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Virtual

4.00 Credits

Common errors made involving the following tax forms: Form 1120-S Schedule K-1 Schedules K-2 and K-3 Schedule L Schedules M-1 and M-2 Form 4562 Form 4797