CPE Catalog & Events
Webcast: The Power of "Why" 2023
-
Webcast
3.0 Credits
The importance of "Why" Linking cause and effect Keeping Freddy P. Softy away from your door The 5-15 Report The Doorway to Creativity Why Leadership and Personal Growth Three cases
Webcast: Financial Statement Analysis for Managers 2023
-
Webcast
4.0 Credits
Value of DuPont analysis Pros/cons of ratio analysis Cash flow analysis Operating leverage vs. financial leverage Effective financial performance measures Open balance sheet
Webcast: You Don't Know What You Don't Know About Excel 2023
-
Webcast
8.0 Credits
Excel shortcuts and time savers Working with templates, formats, styles and themes Customizing and enhancing Excel Protecting and securing workbooks Formula building and the excel function library
Webcast: Financial Reporting Changes in Greater Detail 2023
-
Webcast
4.0 Credits
Reformatted financial statement details RFS impact on business operations Ten action items for immediate consideration Five cases
Webcast: Estate Planning: A Comprehensive Overview 2023
-
Webcast
8.0 Credits
Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem
Webcast: Retirement Distributions: Planning Options 2023
-
Webcast
8.0 Credits
Roth IRA: The right choice? Income tax treatment of distributions from retirement plans of all types Laws, regulations and IRS rulings concerning plan distributions Avoiding penalty on distributions that happen too early or too late Beneficiary choices - eligible or not? Self-directed IRA investment problems
Webcast: K2's Small Business Internal Controls, Security and Fraud Prevention
-
Webcast
4.0 Credits
Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
Webcast: Form 706 Preparation Part 3: Reporting Deductions 2023
-
Webcast
2.0 Credits
How to report funeral and administrative expenses on Schedule J and/or L How to report debts, mortgages and liens on Schedule K Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions Charitable deduction Schedule O and potential problems
Webcast: Audits of 401k Plans 2023
-
Webcast
4.0 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits Update of the changes affecting 401k plans Compliance issues commonly encountered in 401k plan audits Best practices for engagement planning, internal controls, risk assessmentand detailed testing Common audit reporting and disclosure issues
Webcast: Unrelated Business Income Tax Fundamentals 2023
-
Webcast
3.0 Credits
Definition of unrelated business Unrelated business income tax: origins, exclusions, modifications and exceptions Tax Cuts and Jobs Act Changes and Final regulations, as well as relevant CARES Act and American Rescue Plan provisions Special rules for advertising, bingo and trade shows Debt financed income issues Alternative investments Filing requirements, including lessons learned from the past tax season State UBIT filings and other federal filings relating to foreign investments
Webcast: Fraud, Misstatements and Financial Reporting 2023
-
Webcast
4.0 Credits
Financial reporting fraud Financial reporting objective Earnings management Accounting standards Financial reporting controls FASB Concept Statements
Webcast: What Every CPA Should Know About Fraud 2023
-
Webcast
4.0 Credits
How is fraud detected? The role of external auditors in finding fraud Revenue recognition issues Corrupt management Data mining Physical and biometric controls
Webcast: Accounting Industry Update 2023
-
Webcast
8.0 Credits
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
Webcast: R&D Tax Credits: IRS Scrutiny of Research Activity 2023
-
Webcast
1.0 Credits
Better understand the benefits and requirements of claiming R&D tax credits and other related expenses Know what the IRS is focused on in examinations and audits of tax returns claiming R&D credits Decipher the IRS's expectations of taxpayers filing refund claims that include R&D tax credits More easily identify key strategies to minimize exposure from the IRS's increased focus on R&D tax credit abuses.
Webcast: Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 2023
-
Webcast
2.0 Credits
Generation Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q Qualified Conservation Easements, Schedule U Making Sec. 6166 election and using Graegin loans
Webcast: Pricing Client Accounting Services 2023
-
Webcast
2.0 Credits
Understand how psychology influences your pricing decisions Learn how behavioral economic effects influence pricing Comprehend what and how people buy How to develop and price options Using the Stan Shih Smile Curve to determine the value of various services
Webcast: Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
-
Webcast
2.0 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
Webcast: Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
-
Webcast
2.0 Credits
Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees' impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans
Webcast: Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
-
Webcast
2.0 Credits
Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning
Webcast: Surgent's Excel Tables and Conditional Summing
-
Webcast
2.0 Credits
Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables