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CPE Catalog & Events

Showing 3041 Live Seminars & Webcasts Results

Webcast: CyberPsychology: Conquering Insider Threat 2024

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Webcast

4.0 Credits

Exploiting control gaps and control weaknesses Psychological tactics used in attacks A review of robust controls Data access observables, changes in network patterns A review of the audit, HR, IT and management relationships Proactive approaches to recognize evolving risks and avoid breaches

Webcast: Dealing With IRS Appeals 2024

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Webcast

8.0 Credits

Opportunities for appealing IRS actions Preparing the case for an appeal Best strategies for handling appeals Alternate dispute resolution options before and after the appeal Appeals of collection and penalty determinations Understanding state appeals for income, sales and employment taxes

Webcast: Estate Planning: A Comprehensive Overview 2024

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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: Preparation, Compilations and Reviews-A Practical Workshop 2024

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Webcast

8.0 Credits

Preparation, Compilations and Reviews

Webcast: Cloud Services

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Webcast

2.0 Credits

Webcast: Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 2024

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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: Tax Elections: Beware of the Minefield 2024

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Webcast

2.0 Credits

Tax elections for various entities Tax elections relevant for accounting matters Tax elections involving special items

Webcast: Operations Level Internal Control 2024

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Webcast

4.0 Credits

An overview of controls that drive procedures Considerations for Procedural Control Development Understanding and controlling risk that arises when organizations change

Webcast: Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations

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Webcast

4.0 Credits

Overview of ASC 326, Credit Losses Application of ASC 326 to non-lending institutions CECL transition and disclosures Audit considerations related to the adoption and ongoing accounting for CECL

Webcast: Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations

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Webcast

4.0 Credits

Overview of ASC 326, Credit Losses Application of ASC 326 to non-lending institutions CECL transition and disclosures Audit considerations related to the adoption and ongoing accounting for CECL

Webcast: Surgent's Quarterly Fraud Update

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Webcast

1.0 Credits

Latest fraud schemes Fraud detection and prevention strategies

Webcast: Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor

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Webcast

2.0 Credits

Final Rule - Employee or Independent Contractor Classification Under the FLSA: the multifactor “economic reality” test; What analysis guides whether a worker is an employee or independent contractor under this final rule? Can a worker voluntarily waive employee status and choose to be classified as an independent contractor? Are any of the economic reality factors adopted in this rule more important than others when evaluating a worker’s employment status? How does the final rule explain “extent to which the work performed is an integral part of the employer’s business?” The Federal Trade Commission’s Decision on Non-compete Agreements: impact on new and existing non-competes; treatment and definitional terms for senior executives; definition of a non-compete clause; definition of a “worker” New Overtime Rules: exemptions from minimum wage and overtime pay requirements for executive, administrative, professional, outside sales, and computer employees; increases in the standard level and the highly compensated employee total annual compensation threshold; new mechanism allowing for the timely and efficient updating of the salary and compensation thresholds

Webcast: Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act

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Webcast

2.0 Credits

Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act

Webcast: Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act

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Webcast

2.0 Credits

Definitions of key terms under the FMLA, including covered employer, eligible employee and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a "disability" under ADA An employer's obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don'ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act

Webcast: Surgent's Guide to the AICPA Quality Management Standards

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Webcast

2.0 Credits

Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM

Webcast: Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need to File?

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Webcast

2.0 Credits

Estimated taxes and deadlines Tax due dates for common returns and filings Potential penalties and interest Information return penalties Penalties applicable to pass-through entities Accuracy-related penalties First-time abatement (FTA) FTA eligible returns Reasonable cause Nexus: sales tax vs. income tax Sales tax nexus with state specific examples Remote work and sales tax nexus Income tax nexus with state-specific examples Remote work and income tax nexus Sales factor: throwback rules

Webcast: Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them

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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: Health Insurance Planning 2024

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Webcast

4.0 Credits

The interrelationship of health, happiness and financial well-being Tax planning for health care costs The failures and successes of the Affordable Care Act Medical insurance terminology, alternatives and strategies for selecting the best option The pros and cons of health savings accounts

Webcast: K2's Microsoft 365/Office 365 - All The Things You Need To Know

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Webcast

8.0 Credits

Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription

Webcast: Surgent's A Guide to Gig Economy tax Issues

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Webcast

2.0 Credits

Characteristics of a gig economy Who is an employee and who is an independent contractor? Form 1099-NEC and reporting of non-employee compensation Reporting on Form 1099-K Gig workers and the requirement to pay self-employment tax throughout the year State tax implications of remote work for the business owner and workers How remote work creates state tax nexus Tax implications of employee telecommuting for the employer The “convenience of the employer” rule Drivers of both people and of meals or other products Section 199A deduction Implications of the Vizcaino case