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CPE Catalog & Events

Showing 3110 Live Seminars & Webcasts Results

Webcast: Implementing and Maintaining an Internal Control System 2024

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Webcast

8.0 Credits

Considerations for the maintenance of an internal control system The types of policies and procedures organizations should utilize Reviewing and testing control measures Updating controls and implementing control changes

Webcast: The Best Federal Tax Update Course by Surgent

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Webcast

8.0 Credits

Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Bonus Depreciation Section 163(j) Section 174 Research and Experimental Expenditures Residency and Domicile Selling a principal residence, including tax planning strategies Virtual currency, including recent developments regarding NFTs New FinCEN reporting requirements in 2024 Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions and more Advanced practice, reporting and other issues intertwined with advanced planning and discussion ideas

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

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Webcast

2.0 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

Webcast: Government Auditing Standards Independence 2024

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Webcast

2.0 Credits

Independence requirements under the Government Auditing Standards

Webcast: Implementing and Maintaining an Internal Control System 2024

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Webcast

8.0 Credits

Considerations for the maintenance of an internal control system The types of policies and procedures organizations should utilize Reviewing and testing control measures Updating controls and implementing control changes

Webcast: Real Estate Taxation Full Circle 2024

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Webcast

8.0 Credits

Personal residence and vacation home advantages and traps Depreciation, credits, passive losses, qualified business income (QBI) Installment sales Involuntary conversions Like-kind exchanges Real estate investment trusts (REITs)

Webcast: Strategies for Tax Dispute Resolution 2024

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Webcast

8.0 Credits

Examination process: organization of IRS, standards for return selection; AICPA SSTS (revised), Circular 230 guidelines, amended returns and approaches to resolving examination problems Civil penalties, delinquency penalties, accuracy-related penalty, fraud penalty, preparer penalty, promoter and protestor penalties and foreign information return penalty regime Audits and administrative appeals, nature and scope; docketed v. nondocketed appeals, appeals conferences and settlement approaches Collection process: significance of assessment; nature of tax liens and levies, installment agreements, collection due process, offers in compromise and bankruptcy Tax fraud: civil tax fraud badges, criminal tax fraud violations, defenses, voluntary disclosures the role of Kovel accountant Judicial proceedings: Tax Court process, federal district court, Court of Federal Claims and California Superior Court

Webcast: Improving Excel Productivity with AI 2024

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Webcast

1.0 Credits

Using ChatGPT to write Excel formulas Using Excel for Web's built-in AI capabilities VBA Workbook coding

Webcast: Surgent's Update on the SECURE 2.0 Act

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Webcast

2.0 Credits

Automatic enrollment requirements for 401(k) plans Change in the credit for small employer pension plan startup costs $2,000 saver's match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62 and63 Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Improving coverage for part-time workers Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule

Webcast: Surgent's Construction Contractors: Accounting and Financial Reporting Issues

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Webcast

4.0 Credits

Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industry The unique relationship between the contractor and the surety The new lease FASB ASC and its impact on the construction industry

Webcast: Monthly Individual Tax Update 2024

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Webcast

1.0 Credits

Individual tax developments coming from Congress, the Treasury Department, the courts and academe. Time-sensitive topics from the past 30 days.

Webcast: Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions

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Webcast

4.0 Credits

Three different types of basis Contributions of property IRC 704(b) - Capital Accounts and Special Allocations Contributions of property and debt Contributions of services IRS Notice 2020-43

Webcast: Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments

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Webcast

8.0 Credits

Audit requirements for ERISA 103(a)(3)(C) audits An annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting and other topics Best practices for engagement planning, internal controls, risk assessment and detailed testing Avoiding common mistakes while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues

Webcast: Surgent's Predicting Future Financial Issues Facing the Financial Executive

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Webcast

8.0 Credits

CPA becoming attuned to broad based business knowledge, professional skepticism and subordination of judgment The future of medical care in the United States in a post COVID-19 environment Future of social security and impact on retirement planning and employee retention Impact on financial executive if the dollar is no longer the world currency "Fate of the States" - will the location of your business make you less competitive Future of workmen's compensation and unemployment compensation Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure ESG and DEI trends in the global economy Impact of continuing uncertainty in markets

Webcast: The Best Individual Income Tax Update Course by Surgent

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Webcast

8.0 Credits

Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Residency and Domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements Virtual currency, including recent developments regarding NFTs Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions and more Advanced practice, reporting and other issues intertwined with advanced planning and discussion ideas

Webcast: Surgent's Food, Beverage and Entertainment Expensing

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Webcast

2.0 Credits

The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment

Webcast: Surgent's Strategies for Maximizing Social Security Benefits

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Webcast

2.0 Credits

When is a person eligible to take Social Security benefits? Factors to consider when selecting an option for taking Social Security benefits Is there a best age to start taking Social Security benefits? How to maximize Social Security benefit payments for surviving spouses How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? How minor children can collect Social Security benefits based on the work record of an older parent

Webcast: Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment

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Webcast

2.0 Credits

An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance An overview of sexual harassment and workplace retaliation The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance Review a compliant procedure for handling harassment concerns

Webcast: Accounting and Auditing for the Construction Industry 2024

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Webcast

4.0 Credits

Illustrative computations for revenue recognition Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry Application of "risk-based" audit model to contractors The "Lookback" analysis and the contractor's estimating reliability Practical approach to auditing contracts completed and in progress Numerous computations and alternative approaches

Webcast: Timing Rules for Income Tax Compliance and Planning-Part 1 2024

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Webcast

4.0 Credits

What is a method of accounting and why is the answer important? How to select and adopt a method of accounting When can income be reported for both cash and accrual method businesses? When are expenses to be reported for cash and accrual method businesses? How and when to account for inventory How and when to change a method of accounting Avoiding accounting method problems California-Federal timing differences Relevance of timing rules to the income tax provision for financial reporting