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CPE Catalog & Events

Showing 22220 Third Party Webinars Results

Power Skills: Your Guide to Professionalism and Client Interactions

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TBD

2.0 Credits

Member Price: $79

Communication Business Management

Partnership & S Corporations: How to Calculate Basis

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TBD

4.0 Credits

Member Price: $129

Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts; Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting Comprehensive examples to illustrate the mechanics of the basis determination process

Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done

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TBD

1.0 Credits

Member Price: $39

Personal Productivity Optimizing Performance Reducing Stress Managing Time Improving Results Personal Development Self Leadership Self Awareness

Independence Requirements for Auditors

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TBD

2.0 Credits

Member Price: $79

PEEC Ethics Yellowbook

Travel Expenses and Taxes: How to Maximize Deductions and Stay Compliant

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TBD

2.0 Credits

Member Price: $79

Definition of what qualifies as an entertainment expense Strategies to deduct business entertainment expenses Deductibility of meals Situations not subject to the 50% meals and entertainment reduction How to handle automobile issues related to employer-provided parking Proper accounting for deductible vs. non-deductible expenditures The four steps to analyze business expenses The latest federal legislation, cases and rulings

Global Internal Audit Standards (GIAS) Domain IV - Part 2

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TBD

2.0 Credits

Member Price: $79

Internal audit Standards GIAS Accounting Auditing

Dashboard and Report Design Principles Using Excel

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TBD

4.0 Credits

Member Price: $129

Principles of Visual Design for Dashboards and Reports Chart Design for Rapid Understanding Table Design for Efficiency Effective Use of Commentary Strategic Layout Techniques Trend Analysis Methods Developing Organizational Design Standards Excel Application Techniques Critical Review Skills Best Practices for Data Presentation

The Ethics Hour: Ethics is the Engine to Better Leadership: Taking Action, featuring Bob Mims and Don Minges

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TBD

1.0 Credits

Member Price: $39

How are ethics, trust and leadership interrelated Why do we only follow ethical leaders Why do our actions and behaviors matter The value of ethical leaders The need to communicate is crucial to gain trust

K2's Next Level Home Networking

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TBD

1.0 Credits

Member Price: $39

Explanation of common network services such as file sharing, VPN's, media servers, and network isolation using multiple SSIDs Hardware options and examples of solutions for every budget Tips and tricks for rebuilding your home network to meet your needs today and into the future

Cash Management: Strategies for Long-Term Success

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TBD

2.0 Credits

Member Price: $79

Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash?  Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls

Preparation, Compilation and Review Engagements

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TBD

2.0 Credits

Member Price: $79

Auditing Yellowbook

Common Financial Statement Disclosures

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TBD

2.0 Credits

Member Price: $89

The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements

Accounting for Leases

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TBD

2.6 Credits

Member Price: $89

Accounting Finance Financial Statement Preparation

Spring Tax Update for Individuals with Steve Dilley

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TBD

4.0 Credits

Member Price: $129

Recent legislative developments, cases and rulings impacting individual taxpayers Disaster Relief Act of 2024 Expiring TCJA provisions SECURE Act 2.0 Individual income items, itemized deductions and credits Updated tax rate schedule and other inflation adjusted items Implications for self-employed taxpayers of various legislation

What's Changing in A&A for Governmental Entities (2025)

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TBD

4.0 Credits

Member Price: $149

The major topics that will be covered in this course include:A look at the GASB standards that are effective this year.GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.The impact of the 2024 Compliance Supplement on Single Audits.Changes to the Uniform Guidance.Common deficiencies found in Single Audits.

Building Security and Efficiency With Internal Control

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TBD

8.0 Credits

Member Price: $239

The major topics covered in this course include:An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework

Surgent's Advanced Critical Tax Issues for S Corporations

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TBD

8.0 Credits

Member Price: $279

Final regulations on “eligible terminated S corporations” (ETSCs) Cases, rulings, and tax law changes affecting S corporations Compensation planning in S corporations, including limitations in a family-controlled business; self-employment tax issues, including IRS efforts to address underreporing of S corporation officer compensation Use of redemptions: still some advantages Planning for the liquidation of an S corporation Tax issues for family ownership of S corporation stock Impact of the tax on net investment income on sales of S corporation stock Stock basis: Loss limitations, AAA, and distribution issues in depth Debt basis: what the regulations on back-to-back loans mean to investors Estate planning for S corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance Built-in gains: the 5-year recognition period S corporation structuring: one class of stock Methods of accounting Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates

Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues

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TBD

8.0 Credits

Member Price: $279

Hiring and firing issues – What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more Employment contracts – An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work Employment issues in the economy – Telecommuters and other special situations Legal liability issues – Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more Fringe benefit issues – COBRA, Family and Medical Leave Act, and new developments in health care Medical plans – Who is a full-time employee?

Side-Hustle CFO

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TBD

1.0 Credits

Member Price: $55

The major topics that will be covered in this course include:The systems you need to start your own advisory service.Information on how to package, price and market your business.Transforming accounting knowledge into expertise you can sell.

ChatGPT and Advanced Policy Manual Development for ACCTs

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TBD

2.0 Credits

Member Price: $89

The major topics that will be covered in this course include:Fundamentals of accounting policy manuals in traditional and AI contextsThe PRIME Method framework for AI-assisted policy developmentStrategic implementation of AI tools including ChatGPT, Claude, and CopilotInternal control and risk management policy creationAI and generative AI usage policies for accounting firmsSustainability and ESG reporting policy frameworksPredictive analytics and forecasting policy developmentRegulatory compliance considerations in AI-generated policies