| 22WI-0022: Leases: Mastering the New FASB Requirements (Webinar) (22WI-0022)* Lease classification * Amortization of the lease asset * Derecognition of the underlying asset * Recognition of lease receivables -- Lease modifications -- Sale and leaseback transactions -- Presentation, disclosure, and transition requirements * The business context for implementing FASB ASC 842 |
| 4/22/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0793: Summary of Recent Accounting Standards Updates (Webinar) (21WI-0793)N/A |
| 2/18/2022 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0762: The Journey to Becoming a Cherished Advisor: Designing the Future Firm - Next Generation Hiring, Staffing and Succession Planning (Webinar) (21WI-0762)* Technology and disruption * The new way of automation of data * Learning soft skills to become a Cherished Advisor * Generational differences * Creating a generational-friendly culture * Move away from time and to value and effort instead * Selecting your technology * Creating opportunity * New service offerings * New staffing model * Hiring and retaining talent * Creating a culture that sticks |
| 1/26/2022 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0817: Construction Contractors: Auditing Considerations (Webinar) (21WI-0817)* Auditing contractor accounting and revenue from contracts with customers * Planning, including risk assessment, for construction contractors * Key internal controls * Substantive procedures for long-term contractors |
| 3/7/2022 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WI-0014: Blockchain: Core Elements and Potential of Blockchain Technology (Webinar) (22WI-0014)* Different technology concepts behind blockchain *Understand, use and secure the blockchain application of crypto and digital assets *Current and potential blockchain usage beyond cryptocurrencies * Blockchain applications in multiple industries and how it will affect accounting and finance |
| 4/20/2022 | 11 a.m. - 4 p.m. | Online | 5 CPE (5 tech, 0 non-tech) | |
| New 21WI-0789: MBAexpress: Latest in Leadership - V 2.0 (Webinar) (21WI-0789)* Leadership attributes * Leadership styles * Improvisation * Listening to understand vs. listening to respond |
| 2/16/2022 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0819: Leases: Mastering the New FASB Requirements (Webinar) (21WI-0819)* Lease classification * Amortization of the lease asset * Derecognition of the underlying asset * Recognition of lease receivables -- Lease modifications -- Sale and leaseback transactions -- Presentation, disclosure, and transition requirements * The business context for implementing FASB ASC 842 |
| 3/8/2022 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WI-0046: Annual Update for Accountants and Auditors: Current and Upcoming FASB Issues (Webinar) (22WI-0046)* Recently issued ASUs, including broad and narrow topics * Current FASB exposure draft and projects * Private company financial reporting * Other important accounting matters |
| 5/18/2022 | 9 - 10:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WI-0002: SOC for Service Organizations Deep Dive (Day 2) (Webinar) (22WI-0002)* Overview of SOC services and guidance * Types of SOC for service organizations engagements * Sections of the report, including the service auditor's opinion and testing and management's description and assertion *Consideration of subservice organizations, complementary user entity controls, and use of internal audit and specialists * Planning considerations related to engagement acceptance and continuance, scoping, risk assessment, and materiality * Assessment and documentation of design and operating effectiveness of controls * Types of opinions and concluding activities * Other topics of interest, such as SOC 2®+ reports, SOC 3® reports, and blockchain implications |
| 4/8/2022 | 9 a.m. - 2:30 p.m. | Online | 5.5 CPE (5.5 tech, 0 non-tech) | |
| New 21WI-0760: Annual Tax Update: Compensation and Benefits and Employment Taxes (Webinar) (21WI-0760)* Latest changes to federal tax statutes, regulations, cases, and rulings for passthrough entities and C Corporations * Passive loss, at-risk and basis developments for flow-through entities * The latest on reasonable compensation issues for corporate shareholder/employees and the latest about self-employment issues for partners and LLC members * New developments in the capitalization versus expense debate * Property transactions: depreciation and amortization, gains and losses * Planning for the use of nontaxable transactions to defer tax liability * Accounting methods and periods * Compensation issues: fringe benefits, pensions, and profit-sharing plans * Practical, time-saving return preparation tips from leading tax practitioners * Late-breaking tax legislation |
| 1/26/2022 | 3:30 - 5:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0779: Look Lead Love Learn (Webinar) (21WI-0779)* Becoming future-ready * Anticipation * Innovation * Driving change * Great leadership * Collaboration * Taking chances * Competitive advantage * Employee engagement * Hiring for culture versus performance * Relationships matter most * Being relevant * The power of generosity *The shift-change * Keeping up * Social media as an information filter * Lifelong learning and the workforce * The adaptive mind-set * Networks and resources |
| 2/9/2022 | 12 - 1:15 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WI-0763: Tax Planning for Small Businesses (Webinar) (21WI-0763)* Starting a business--the tax life of a business * Selecting a business entity type * The Tax Cuts and Jobs Act * Section 199A and the Qualified Business Income deduction * Accounting Methods * Compensation of owners--hiring family members * Reasonable Compensation * Depreciation, Section 179, and bonus depreciation * Transactions with owners * Buy-Sell and Noncompete agreements * Exiting the business--special exit techniques |
| 1/28/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0809: The Power of Women's Networks (Webinar) (21WI-0809)* How to create your supportive "pack" of women * Identify mentors, sponsors and coaches for yourself and for those at lower levels * Create better time management to reduce working overtime * Learn to be more present and productive * Discover how brain health and scientific research improves your executive skills at work * Learn techniques to be more mindful and impactful as a leader and team member * Identify your personal purpose to align your career and life |
| 2/24/2022 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0782: Auditing, Assurance and Ethics Update for Governments and Not-for-Profits (Webinar) (21WI-0782)N/A |
| 2/15/2022 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WI-0826: Summary of Recent Accounting Standards Updates (Webinar) (21WI-0826)N/A |
| 3/18/2022 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0769: Linking Risk Management to Strategy (Webinar) (21WI-0769)N/A |
| 2/3/2022 | 2 - 3:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| New 21WI-0781: Competencies and Skills Required by Virtual CFOs (Webinar) (21WI-0781)N/A |
| 2/11/2022 | 3:30 - 4:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 22WI-0006: Risk Management Techniques and Tools (Webinar) (22WI-0006)N/A |
| 4/19/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0816: Construction Contractors: Accounting Considerations (Webinar) (21WI-0816)*Contract accounting and revenue from contracts with customers*Contractor financial statements*Working with a surety*Long-term contracts |
| 3/4/2022 | 10 - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| New 22WI-0007: Linking Risk Management to Strategy (Webinar) (22WI-0007)N/A |
| 4/19/2022 | 2 - 3:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| New 22WI-0034: Annual Update for Accountants and Auditors: Current and Upcoming FASB Issues (Webinar) (22WI-0034)* Recently issued ASUs, including broad and narrow topics * Current FASB exposure draft and projects * Private company financial reporting * Other important accounting matters |
| 4/26/2022 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 21WI-0778: The Bottom Line on the New Lease Accounting Requirements (Webinar) (21WI-0778)* Lease classification * Amortization of the lease asset * Derecognition of the underlying asset * Recognition of lease receivables |
| 2/8/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0790: MBAexpress: The Art of Effective Writing - V 2.0 (Webinar) (21WI-0790)* Formatting words for readability * Making your point * Active versus passive writing * Choosing words for understandability * Using emoticons and punctuation * Bad writing examples |
| 2/16/2022 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0800: Impact of GASB Activities on State and Local Government (Webinar) (21WI-0800)N/A |
| 2/22/2022 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WI-0827: Annual Update for Accountants and Auditors: Current and Upcoming FASB Issues (Webinar) (21WI-0827)* Recently issued ASUs, including broad and narrow topics * Current FASB exposure draft and projects * Private company financial reporting * Other important accounting matters |
| 3/22/2022 | 9 - 10:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| New 22WI-0024: Auditing Financial Statements of ERISA Plans (Webinar) (22WI-0024)* Auditing the statement of net assets available for benefits * Types and classification of common plan investments * Plan investment audit objectives and audit procedures based upon type of audit and risk assessment * Auditing the statement of changes in net assets available for benefits * Audit procedures required for investment income, investment expenses, contributions, and benefit payments or withdrawals * Presentation and disclosure requirements in accordance with GAAP * Implementation of SAS Nos. 134--140 |
| 4/25/2022 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WI-0025: Yellowbook and Single Audit Update (Webinar) (22WI-0025)N/A |
| 4/25/2022 | 11 a.m. - 1:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| 21WI-0783: Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (21WI-0783)*Background, purpose and main provisions of new standard *Transition guidance *5-step process for recognizing revenue *Disclosure requirements *Implementation guidance - contracts, tax matters, internal controls, IT |
| 2/15/2022 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0807: Developing an Alternative Workforce Resource (Webinar) (21WI-0807)* Gig economy * Transactional approach * Strategic approach |
| 2/24/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WI-0799: Annual Update for Accountants and Auditors: Revenue Recognition, Financial Instruments, Leases (Webinar) (21WI-0799)N/A |
| 2/22/2022 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0795: Revenue Recognition: Determining and Allocating the Transaction Price (Webinar) (21WI-0795)*Steps 3 and 4 in the process for revenue recognition, determining the transaction price and allocating the transaction price to performance obligations in the contract |
| 2/21/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0804: Annual Update for Accountants and Auditors: Current Audit Environment and ASB Activity (Webinar) (21WI-0804)* Environment and implications affecting audit planning and risk assessment * Key changes in recently issued Statements on Auditing Standards and exposure drafts * Recently issued auditing interpretations * Recently issued SSAEs and proposed changes |
| 2/23/2022 | 11 a.m. - 2 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WI-0814: Culture: The Overlooked Key to Success (Webinar) (21WI-0814)N/A |
| 3/2/2022 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 22WI-0023: Impact of GASB Activities on State and Local Government (Webinar) (22WI-0023)N/A |
| 4/25/2022 | 2:30 - 5:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WI-0749: Leases: Mastering the New FASB Requirements (Webinar) (21WI-0749)* Lease classification * Amortization of the lease asset * Derecognition of the underlying asset * Recognition of lease receivables -- Lease modifications -- Sale and leaseback transactions -- Presentation, disclosure, and transition requirements * The business context for implementing FASB ASC 842 |
| 1/20/2022 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0825: Intangible Assets, Goodwill and Asset Impairment and Disposal Issues (Webinar) (21WI-0825)N/A |
| 3/18/2022 | 3:30 - 4:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0820: Performing Preparation, Compilation and Review Engagements (Webinar) (21WI-0820)* Definition of an engagement to prepare financial statements * Forms, checklists, and other documentation in an engagement to prepare financial statement, compilation engagements and review engagements * Difference between compilation and preparation engagements * What constitutes a compilation engagement and for what type of entities compilations can be performed * What constitutes a review engagement Changes in level of service |
| 3/9/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0801: Scratch Your Niche (Webinar) (21WI-0801)* Becoming indispensable * Circles of gifts * Broadcasting tools * Being a listening agent * Networking * Social filters * Everyone is an expert * Personal branding |
| 2/22/2022 | 10 - 11:15 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| New 22WI-0044: Annual Update for Accountants and Auditors: Revenue Recognition, Financial Instruments, Leases (Webinar) (22WI-0044)N/A |
| 5/18/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0786: NFP Financial Reporting Update (Webinar) (21WI-0786)N/A |
| 2/15/2022 | 1 - 3:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 22WI-0038: Special Considerations under Revenue Recognition (Webinar) (22WI-0038)N/A |
| 4/26/2022 | 1:30 - 2:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 22WI-0003: NFP Financial Reporting Update (Webinar) (22WI-0003)N/A |
| 4/11/2022 | 3 - 5:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WI-0797: Special Considerations under Revenue Recognition (Webinar) (21WI-0797)N/A |
| 2/21/2022 | 1:30 - 2:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0770: Risk Management Techniques and Tools (Webinar) (21WI-0770)N/A |
| 2/3/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 22WI-0013: Conducting a Remote Audit (Webinar) (22WI-0013)* SAS 142, Audit Evidence, and how it applies to remote audits * Performing audit steps remotely * Risk assessment when performing a remote audit * Navigating difficult conversations with clients when remote auditing |
| 4/20/2022 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0767: Building Resilience: The Upside of Stress (Webinar) (21WI-0767)* Learn how your view of stress determines its effect on you * Learn how to think of stress differently so that it is beneficial rather than harmful * Learn the many benefits of stress and how to cultivate a mindset that embraces stress, and activates the brain's natural ability to learn from it |
| 2/3/2022 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WI-0811: Preparation, Compilation and Review Engagements: Update and Review (Webinar) (21WI-0811)* Overview of preparation, compilation, and review guidance * Accounting and reporting issues * Current practice issues * Common deficiencies in peer reviews * Current and future standard setting projects |
| 2/28/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0798: Annual Update for Accountants and Auditors: Current and Upcoming FASB Issues (Webinar) (21WI-0798)* Recently issued ASUs, including broad and narrow topics * Current FASB exposure draft and projects * Private company financial reporting * Other important accounting matters |
| 2/22/2022 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 21WI-0774: Applying the Uniform Guidance in Your Single Audits (Webinar) (21WI-0774)* Introduction to single audits * Preparation of the schedule of expenditures of federal awards and determining major programs * Understanding, assessing, and testing internal control * Testing compliance with federal statutes and regulations and applicable compliance requirements * Auditor reporting in a Uniform Guidance compliance audit * Program-specific audits * Administrative requirements and cost principles in a single audit * Update on Government Auditing Standards, 2018 Revision |
| 2/8/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0810: Performing Preparation, Compilation and Review Engagements (Webinar) (21WI-0810)* Definition of an engagement to prepare financial statements * Forms, checklists, and other documentation in an engagement to prepare financial statement, compilation engagements and review engagements * Difference between compilation and preparation engagements * What constitutes a compilation engagement and for what type of entities compilations can be performed * What constitutes a review engagement Changes in level of service |
| 2/28/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 22WI-0037: Revenue Recognition: Presentation and Disclosure (Webinar) (22WI-0037)N/A |
| 4/26/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0773: Leases: Mastering the New FASB Requirements (Webinar) (21WI-0773)* Lease classification * Amortization of the lease asset * Derecognition of the underlying asset * Recognition of lease receivables -- Lease modifications -- Sale and leaseback transactions -- Presentation, disclosure, and transition requirements * The business context for implementing FASB ASC 842 |
| 2/7/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0777: Sale and Leaseback Transactions and Leveraged Leases (Webinar) (21WI-0777)N/A |
| 2/8/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 22WI-0026: COSO's Internal Control Framework Essentials (Webinar) (22WI-0026)N/A |
| 4/25/2022 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0761: Annual Tax Update: Tax Rates and Inflation Adjustments (Webinar) (21WI-0761)* Latest changes to federal tax statutes, regulations, cases, and rulings for passthrough entities and C Corporations * Passive loss, at-risk and basis developments for flow-through entities * The latest on reasonable compensation issues for corporate shareholder/employees and the latest about self-employment issues for partners and LLC members * New developments in the capitalization versus expense debate * Property transactions: depreciation and amortization, gains and losses * Planning for the use of nontaxable transactions to defer tax liability * Accounting methods and periods * Compensation issues: fringe benefits, pensions, and profit-sharing plans * Practical, time-saving return preparation tips from leading tax practitioners * Late-breaking tax legislation |
| 1/26/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 22WI-0043: Risk Is Increasing -- and Risk Management Is Evolving (Webinar) (22WI-0043)N/A |
| 5/12/2022 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0752: Lease Modifications (Webinar) (21WI-0752)N/A |
| 1/21/2022 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0802: Supply Chain Fundamentals in the Global Landscape (Webinar) (21WI-0802)* Supply chain overview * Risks and challenges * Global versus local challenges *Impact of supply chain and sustainability * Regulatory issues, such as OSHA requirements and GDPR, that affect supply chain implementations * Emerging technologies and the future of supply chain |
| 2/22/2022 | 10:30 a.m. - 4 p.m. | Online | 5.5 CPE (0 tech, 5.5 non-tech) | |
| New 21WI-0829: Business Combinations and Investments (Webinar) (21WI-0829)N/A |
| 3/22/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0835: Special Considerations under Revenue Recognition (Webinar) (21WI-0835)N/A |
| 3/31/2022 | 1:30 - 2:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0821: Preparation, Compilation and Review Engagements: Update and Review (Webinar) (21WI-0821)* Overview of preparation, compilation, and review guidance * Accounting and reporting issues * Current practice issues * Common deficiencies in peer reviews * Current and future standard setting projects |
| 3/9/2022 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WI-0012: Advanced Financial Skills (Webinar) (22WI-0012)* Skills for the 21st century finance department * Strategic planning using the Backcasting method * The Balanced Scorecard Method for aligning goals and objectives to strategy * Risk identification, assessment, and mitigation * How to use social styles to build stronger relationships * Methods for effectively implementing change and minimizing the human pushback * Preparing a financial analysis that is insightful to the users, driving improvements to the organization * Hiring, managing, and retaining high-achieving employees |
| 4/20/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WI-0042: Applying the Uniform Guidance in Your Single Audits (Webinar) (22WI-0042)* Introduction to single audits * Preparation of the schedule of expenditures of federal awards and determining major programs * Understanding, assessing, and testing internal control * Testing compliance with federal statutes and regulations and applicable compliance requirements * Auditor reporting in a Uniform Guidance compliance audit * Program-specific audits * Administrative requirements and cost principles in a single audit * Update on Government Auditing Standards, 2018 Revision |
| 5/9/2022 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WI-0005: Documenting Your EBP Audit: What You Need to Know (Webinar) (22WI-0005)*Audit planning *Toolkit items for an EBP Auditor *Documentation best practices for the statement of net assets available for benefits *Key audit areas in the statement of changes in net assets available for benefits *Particpant data and participant accounts |
| 4/12/2022 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0742: Performing Preparation, Compilation and Review Engagements (Webinar) (21WI-0742)* Definition of an engagement to prepare financial statements * Forms, checklists, and other documentation in an engagement to prepare financial statement, compilation engagements and review engagements * Difference between compilation and preparation engagements * What constitutes a compilation engagement and for what type of entities compilations can be performed * What constitutes a review engagement Changes in level of service |
| 1/19/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0738: Annual Update for Accountants and Auditors: Current and Upcoming FASB Issues (Webinar) (21WI-0738)* Recently issued ASUs, including broad and narrow topics * Current FASB exposure draft and projects * Private company financial reporting * Other important accounting matters |
| 1/19/2022 | 9 - 10:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| New 21WI-0737: Annual Tax Rates and Other Inputs (Webinar) (21WI-0737)N/A |
| 1/19/2022 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 22WI-0020: Preparation, Compilation and Review Engagements: Update and Review (Webinar) (22WI-0020)* Overview of preparation, compilation, and review guidance * Accounting and reporting issues * Current practice issues * Common deficiencies in peer reviews * Current and future standard setting projects |
| 4/21/2022 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0764: Choice and Formation of Entity (Webinar) (21WI-0764)* Types of entities * Formation and elections * Start-up and organization costs * Advantages and disadvantages comparison |
| 1/31/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WI-0008: Summary of Recent Accounting Standards Updates (Webinar) (22WI-0008)N/A |
| 4/19/2022 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0765: Working Paper Documentation (Webinar) (21WI-0765)*Source of data for tax adjustments from books *Authority documentation *Case studies -- good and bad workpapers |
| 1/31/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0740: Annual Update: Business Activities and Pass-through Entities (Webinar) (21WI-0740)N/A |
| 1/19/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0751: Annual Update: Family Tax, Estates, Gift and Trusts and Compliance (Webinar) (21WI-0751)N/A |
| 1/21/2022 | 12 - 3 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 22WI-0009: How Culture Affects Risks (Webinar) (22WI-0009)N/A |
| 4/19/2022 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0815: Technology Tools for Controllers (Webinar) (21WI-0815)N/A |
| 3/2/2022 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0794: Recognizing Revenue When a Performance Obligation has Been Satisfied (Webinar) (21WI-0794)N/A |
| 2/21/2022 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0753: Lessee and Lessor Accounting (Webinar) (21WI-0753)* Lessee and lessor accounting models * Lease and nonlease components * Lease classifications * Initial and subsequent measurement of leases |
| 1/21/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 22WI-0018: Revenue Recognition: Identifying the Contract and Performance Obligations (Webinar) (22WI-0018)* Principles of revenue recognition * Steps 1 and 2 in the process for revenue recognition, identifying a contract and identifying performance obligations in a contract |
| 4/21/2022 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WI-0780: Change the Way You Work: Success as a Virtual CFO (Webinar) (21WI-0780)* Virtual CFO role overview * Potential service models * Virtual CFO readiness * Outsourced bookkeeping vs. virtual CFO roles * Ethical considerations * Technology platforms |
| 2/11/2022 | 9:30 a.m. - 2 p.m. | Online | 4.5 CPE (0 tech, 4.5 non-tech) | |
| New 21WI-0754: Sale and Leaseback Transactions and Leveraged Leases (Webinar) (21WI-0754)N/A |
| 1/21/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0743: Preparation, Compilation and Review Engagements: Update and Review (Webinar) (21WI-0743)* Overview of preparation, compilation, and review guidance * Accounting and reporting issues * Current practice issues * Common deficiencies in peer reviews * Current and future standard setting projects |
| 1/19/2022 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0813: Annual Update for Controller: Strategy and Alignment (Webinar) (21WI-0813)N/A |
| 3/2/2022 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0739: Annual Update for Accountants and Auditors: Revenue Recognition, Financial Instruments, Leases (Webinar) (21WI-0739)N/A |
| 1/19/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0772: How to Innovate When Your Boss Says 'No' (Webinar) (21WI-0772)* Set context by review of major disruptions that are impacting the accounting and finance world * Offer a three-step plan for becoming future-ready in an age of disruption * Present a blueprint for how to overcome the objections of skeptical managers and executives in pursuing innovative ideas and projects |
| 2/7/2022 | 11 a.m. - 12:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| New 21WI-0766: Are You Running Your Business or is Your Business Running You? (Webinar) (21WI-0766)* Vision: How to get your leadership team 100 percent on the same page with where your organization is going and how it will get there. * People: How to get the right people in the right seats ... because we can't achieve our vision unless we have great people elping us achieve it. * Data: How to get laser-focused on the numbers ... because the numbers never lie. They will give us an absolute pulse on what's happening in our organization at any given time. * Issues: How to solve our problems. Great organizations simply have gotten great at solving the obstacles that stand in their way of achieving their vision. * Processes: How to document the processes that drive our business forward. When everyone on our team is following the same processes, work becomes more efficient, more effective, more fun, and more profitable. |
| 2/1/2022 | 8 - 9:15 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| New 22WI-0036: Revenue Recognition: Determining and Allocating the Transaction Price (Webinar) (22WI-0036)*Steps 3 and 4 in the process for revenue recognition, determining the transaction price and allocating the transaction price to performance obligations in the contract |
| 4/26/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0757: Risk Is Increasing -- and Risk Management Is Evolving (Webinar) (21WI-0757)N/A |
| 1/25/2022 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0828: Annual Update for Accountants and Auditors: Revenue Recognition, Financial Instruments, Leases (Webinar) (21WI-0828)N/A |
| 3/22/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 22WI-0017: Advanced Management Skills (Webinar) (22WI-0017)N/A |
| 4/21/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WI-0011: Credit Impairment: Mastering FASB Requirements for Current Expected Credit Loss (CECL) (Webinar) (22WI-0011)*Current expected credit loss history *Measuring expected credit losses *Bond and equity portfolios *Current expected credit loss models *Presentation and disclosure requirements |
| 4/20/2022 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WI-0019: Performing Preparation, Compilation and Review Engagements (Webinar) (22WI-0019)* Definition of an engagement to prepare financial statements * Forms, checklists, and other documentation in an engagement to prepare financial statement, compilation engagements and review engagements * Difference between compilation and preparation engagements * What constitutes a compilation engagement and for what type of entities compilations can be performed * What constitutes a review engagement Changes in level of service |
| 4/21/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0787: Revenue Recognition: Identifying the Contract and Performance Obligations (Webinar) (21WI-0787)* Principles of revenue recognition * Steps 1 and 2 in the process for revenue recognition, identifying a contract and identifying performance obligations in a contract |
| 2/15/2022 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WI-0745: Annual Update for Accountants and Auditors: Current Audit Environment and ASB Activity (Webinar) (21WI-0745)* Environment and implications affecting audit planning and risk assessment * Key changes in recently issued Statements on Auditing Standards and exposure drafts * Recently issued auditing interpretations * Recently issued SSAEs and proposed changes |
| 1/20/2022 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WI-0831: Annual Update for Accountants and Auditors: Current Audit Environment and ASB Activity (Webinar) (21WI-0831)* Environment and implications affecting audit planning and risk assessment * Key changes in recently issued Statements on Auditing Standards and exposure drafts * Recently issued auditing interpretations * Recently issued SSAEs and proposed changes |
| 3/23/2022 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WI-0741: Individual Tax Fundamentals (Webinar) (21WI-0741)* Filing requirements and personal exemptions * Gross income inclusions, exclusions, and adjustments * Travel and entertainment *Standard and itemized deductions *Tax and tax credits * 0.9% Medicare Payroll Tax * 3.8% Net Investment Income Tax * Income exclusions * Hot tax planning strategies for individuals and small businesses * Roth IRA, IRA and retirement plan options |
| 1/19/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0785: MBAexpress: Good Governance - V 2.0 (Webinar) (21WI-0785)* Duty of Care * Duty of Loyalty * Increased Risk Factors * Minimizing Liability * Ethical Organization Strategies |
| 2/15/2022 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WI-0818: Data Analytics Executive Program (Webinar) (21WI-0818)N/A |
| 3/8/2022 | 10 a.m. - 3 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| 22WI-0015: Blockchain: Functional Application (Webinar) (22WI-0015)* Blockchain processes, technical controls and the role of accounting and finance professionals * Risks and challenges of blockchain adoption * Attributes of permissioned and permissionless ledgers and other solutions * Blockchain trends |
| 4/21/2022 | 11:30 a.m. - 4 p.m. | Online | 4.5 CPE (4.5 tech, 0 non-tech) | |
| 22WI-0001: SOC for Service Organizations Deep Dive (Day 1) (Webinar) (22WI-0001)* Overview of SOC services and guidance * Types of SOC for service organizations engagements * Sections of the report, including the service auditor's opinion and testing and management's description and assertion *Consideration of subservice organizations, complementary user entity controls, and use of internal audit and specialists * Planning considerations related to engagement acceptance and continuance, scoping, risk assessment, and materiality * Assessment and documentation of design and operating effectiveness of controls * Types of opinions and concluding activities * Other topics of interest, such as SOC 2®+ reports, SOC 3® reports, and blockchain implications |
| 4/7/2022 | 9 a.m. - 3:30 p.m. | Online | 6.5 CPE (6.5 tech, 0 non-tech) | |
| New 21WI-0824: Fair Value Accounting (Webinar) (21WI-0824)N/A |
| 3/18/2022 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0822: Risk Is Increasing -- and Risk Management Is Evolving (Webinar) (21WI-0822)N/A |
| 3/15/2022 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0759: Annual Tax Update: C Corporations and Pass-Through Entities (Webinar) (21WI-0759)* Latest changes to federal tax statutes, regulations, cases, and rulings for passthrough entities and C Corporations * Passive loss, at-risk and basis developments for flow-through entities * The latest on reasonable compensation issues for corporate shareholder/employees and the latest about self-employment issues for partners and LLC members * New developments in the capitalization versus expense debate * Property transactions: depreciation and amortization, gains and losses * Planning for the use of nontaxable transactions to defer tax liability * Accounting methods and periods * Compensation issues: fringe benefits, pensions, and profit-sharing plans * Practical, time-saving return preparation tips from leading tax practitioners * Late-breaking tax legislation |
| 1/26/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0830: Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (21WI-0830)*Background, purpose and main provisions of new standard *Transition guidance *5-step process for recognizing revenue *Disclosure requirements *Implementation guidance - contracts, tax matters, internal controls, IT |
| 3/22/2022 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WI-0010: Roles and responsibilities in Risk Management (Webinar) (22WI-0010)N/A |
| 4/19/2022 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0771: Roles and responsibilities in Risk Management (Webinar) (21WI-0771)N/A |
| 2/3/2022 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 22WI-0039: Annual Update for Accountants and Auditors: Current Audit Environment and ASB Activity (Webinar) (22WI-0039)* Environment and implications affecting audit planning and risk assessment * Key changes in recently issued Statements on Auditing Standards and exposure drafts * Recently issued auditing interpretations * Recently issued SSAEs and proposed changes |
| 4/27/2022 | 11 a.m. - 2 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 22WI-0027: Performing a Single Audit Under the Uniform Guidance (Webinar) (22WI-0027)N/A |
| 4/25/2022 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WI-0035: Recognizing Revenue When a Performance Obligation has Been Satisfied (Webinar) (22WI-0035)N/A |
| 4/26/2022 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0758: Thanks for the Feedback: Lessons in Giving and Receiving Feedback (Webinar) (21WI-0758)* Definition of feedback * Types of feedback * Emotions triggered by feedback * Barriers to feedback * How to be comfortable with being uncomfortable * Blind spots * SBI Method |
| 1/25/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WI-0016: Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (22WI-0016)*Background, purpose and main provisions of new standard *Transition guidance *5-step process for recognizing revenue *Disclosure requirements *Implementation guidance - contracts, tax matters, internal controls, IT |
| 4/21/2022 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0748: Intermediate Individual Taxation (Webinar) (21WI-0748)* Fringe benefits * Retirement plan distributions * Hobby losses * Home Offices * Depreciation and amortization * Tax Credits |
| 1/20/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WI-0029: Introduction to ERISA Plans (Webinar) (22WI-0029)N/A |
| 4/25/2022 | 8 - 9:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 21WI-0750: Multistate Taxation (Webinar) (21WI-0750)* Constitutional limits and P.L. 86-272 * Nexus, UDITPA, MTC * Calculation of state taxable income * Filing methods for multistate taxpayers * Apportionment and allocation * Multistate income tax planning * Audit defense strategies |
| 1/20/2022 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WI-0032: ERISA Plans Planning and Reporting (Webinar) (22WI-0032)N/A |
| 4/25/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 22WI-0004: Auditing, Assurance and Ethics Update for Governments and Not-for-Profits (Webinar) (22WI-0004)N/A |
| 4/11/2022 | 11 a.m. - 2 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WI-0812: Controller's Update: Today's Latest Trends (Webinar) (21WI-0812)* Economic and Human Resource trends * Driving employee engagement and the employee value proposition * Best practices to manage working capital * Leading-edge financial management tools and techniques * New issues in treasury management and controllership * Big Data * Predictive analytics * Current trends in information systems and technology * Current trends in leading and developing staff to increase productivity and profitability |
| 3/1/2022 | 12 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0834: Revenue Recognition: Presentation and Disclosure (Webinar) (21WI-0834)N/A |
| 3/31/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 22WI-0030: Documenting Internal Control (Webinar) (22WI-0030)N/A |
| 4/25/2022 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0788: Advanced Financial Skills (Webinar) (21WI-0788)* Skills for the 21st century finance department * Strategic planning using the Backcasting method * The Balanced Scorecard Method for aligning goals and objectives to strategy * Risk identification, assessment, and mitigation * How to use social styles to build stronger relationships * Methods for effectively implementing change and minimizing the human pushback * Preparing a financial analysis that is insightful to the users, driving improvements to the organization * Hiring, managing, and retaining high-achieving employees |
| 2/16/2022 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WI-0808: Setting the Scene: Fundamentals of the Alternative Workforce (Webinar) (21WI-0808)* Gig economy * Alternative workforce categories * Workforce ecosystem * Risks and uncertainty |
| 2/24/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 22WI-0031: Other Considerations in ERISA plan audits (Webinar) (22WI-0031)N/A |
| 4/25/2022 | 4:30 - 5:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0776: Lessee and Lessor Accounting (Webinar) (21WI-0776)* Lessee and lessor accounting models * Lease and nonlease components * Lease classifications * Initial and subsequent measurement of leases |
| 2/8/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0756: Annual Tax Update: Corporations and Pass-Through Entities (Webinar) (21WI-0756)* Latest changes to federal tax statutes, regulations, cases, and rulings for passthrough entities and C Corporations * Passive loss, at-risk and basis developments for flow-through entities * The latest on reasonable compensation issues for corporate shareholder/employees and the latest about self-employment issues for partners and LLC members * New developments in the capitalization versus expense debate * Property transactions: depreciation and amortization, gains and losses * Planning for the use of nontaxable transactions to defer tax liability * Accounting methods and periods * Compensation issues: fringe benefits, pensions, and profit-sharing plans * Practical, time-saving return preparation tips from leading tax practitioners * Late-breaking tax legislation |
| 1/24/2022 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0744: SMART Goal-Setting As a Path to Flourishing (Webinar) (21WI-0744)* What is a goal? * Objectives and key results * SMART goals (what they are, how to set them and use them to achieve success) |
| 1/19/2022 | 1 - 2:15 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| New 21WI-0803: Yellowbook and Single Audit Update (Webinar) (21WI-0803)N/A |
| 2/22/2022 | 8 - 10:30 a.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WI-0784: MBAExpress: Emotional Intelligence - V 2.0 (Webinar) (21WI-0784)* What is emotional intelligence? * Benefits of emotional intelligence * Steps to increase your emotional intelligence * Emotional intelligence in decision-making * Self-awareness * Skills to get ahead * Relationship management |
| 2/15/2022 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WI-0768: How Culture Affects Risks (Webinar) (21WI-0768)N/A |
| 2/3/2022 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 22WI-0033: Annual Update for Accountants and Auditors: Revenue Recognition, Financial Instruments, Leases (Webinar) (22WI-0033)N/A |
| 4/26/2022 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0796: Revenue Recognition: Presentation and Disclosure (Webinar) (21WI-0796)N/A |
| 2/21/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WI-0755: The Bottom Line on the New Lease Accounting Requirements (Webinar) (21WI-0755)* Lease classification * Amortization of the lease asset * Derecognition of the underlying asset * Recognition of lease receivables |
| 1/21/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WI-0028: Obtaining an Understanding of Internal Control (Webinar) (22WI-0028)N/A |
| 4/25/2022 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WI-0791: Advanced Management Skills (Webinar) (21WI-0791)N/A |
| 2/17/2022 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WI-0775: Lease Modifications (Webinar) (21WI-0775)N/A |
| 2/8/2022 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WS-1189: Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (21WS-1189)*Advanced technical practice and reporting issues for business entities *Individuals are NOT the only victims of Identity Theft *Marijuana industry may expect increased tax compliance efforts *New Form 1065 steps for reporting capital *New partnership reporting for property contributions *Late filing penalties and small partnership relief *What is terminating S corporations today? *"Substance over Form" argument of shareholder loans *Advanced study of "At-Risk" loans *Employer W-2 correction requests *To Deduct or Not to Deduct -- When a taxpayer receives a PPP loan *White House 2021 Budget Points *On-Demand Payroll issues and other off-the-beaten-path business practice issues *Reporting eligible §1231 gains from Qualified Opportunity Zone Business Property *Don't get caught watching the paint dry -- What is hot and new *What is terminating S corporations today? *Special allocation issues of §704 *Final regulations for allocating depreciation recapture to partners and members of LLCs |
| 1/28/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-0020: Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Webinar) (22WS-0020)*Differences between planning and budgeting *The business model *Strategic plan, marketing plan, and technology plan *Financial forecasting and financial risk analysis *Five-year operating plan and the sales/income plan *Intermediate planning and capital equipment planning *One-year operating plan and monthly planning *Cash plan and risk plan |
| 4/6/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1287: Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Webinar) (21WS-1287)*What stock options are and why they are growing in popularity *How stock options work, including the process of conveyance and vesting *How to exercise stock options and the implications from doing so *The risks associated with stock options and how to manage exposure *Tax consequences and updates regarding stock options *Strategies for selecting the best time to exercise stock options *The difference between the two types of stock options: non-qualified and incentive *The basic terminology relevant to owning and exercising options |
| 3/17/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1217: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (21WS-1217)*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season *Key new tax and practice developments and how they impact the current-year tax forms for individuals |
| 2/10/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1241: Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (21WS-1241)*Typical provisions in state statutes regarding domicile and residency *In depth analysis of domicile and residency definitions *Issues regarding one’s permanent abode *Analysis of jurisdiction where taxpayer has the greatest connections *Detailed discussion of criteria used to establish domicile and residency |
| 2/24/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1265: Surgent's Annual Accounting and Auditing Update (Webinar) (21WS-1265)*Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda *Leases -- Topic 842 *Financial accounting and reporting considerations related to Going Concern *Recently issued SASs and other AICPA activity *SSARS No. 21, Clarification and Recodification and other recently issued SSARS *Peer review and other audit quality issues *Other important A&A practice matters |
| 3/9/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-0050: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (22WS-0050)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services *SSARS No. 22, Compilation of Pro Forma Financial Information *SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 *SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions *Sample comprehensive engagement work programs for preparation, compilation and review engagements *Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations *Other communication requirements, such as sample engagement letters and management representation letters *Going concern reporting implications on SSARS engagements due to COVID-19 and other issues |
| 4/22/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1269: Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (21WS-1269)*How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior *Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies *Key functions of employment including recruitment, interviewing and selection |
| 3/10/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1305: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (21WS-1305)*Economic update *Leadership and management changes as a result of the pandemic *Managing for productivity *Metrics and benchmarking *Social media's place in our organization |
| 3/30/2022 | 8 - 11:30 a.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| 21WS-1197: Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (21WS-1197)*Major 2021 tax form changes as they relate to individual taxpayers *Key new tax developments as they relate to 2021 and how they impact the 2021 tax forms |
| 2/2/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1193: Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (21WS-1193)*How and why a partnership makes a 754 election *The effect of the 754 election when an interest in a partnership is sold or inherited *How the 754 election applies when a partnership makes a distribution of property to one or more of its partners *How to make the 754 basis adjustment |
| 1/28/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1210: Surgent's Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (Webinar) (21WS-1210)*The requirement to attach a basis schedule to the Form 1040 for an S corporation shareholder claiming a loss *How to determine S corporation shareholder stock and loan basis *The positive and negative basis adjustments S corporation shareholders make and the order in which they are made *The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses *Shareholder loan basis rules |
| 2/8/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1173: Surgent's Financial Reporting Implications of the COVID-19 Pandemic (Webinar) (21WS-1173)*Impairment accounting model for long-lived assets, including PP&E and goodwill *Accounting for inventory and accounts receivable reserves *Accounting for debt restructurings, including troubled debt restructurings, rent holidays, and other revisions to debt agreements *Going concern evaluation and required disclosures *Other financial statement presentation and disclosure issues |
| 1/24/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-0026: Surgent's Looking Ahead: Predicting Future Financial Issues and Their Impact on Accountants in Industry (Webinar) (22WS-0026)*The future of medical care in the United States and impact on your employees and your costs *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 *Future of interest rates *Impact of greater reliance on technology *AICPA top 10 trends and technologies *National infrastructure *Impact of continuing uncertainty in markets |
| 4/8/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WS-1299: Surgent's Budgets, Forecasts and Forward-Looking Cash Flow Projections in a Post-Pandemic Environment (Webinar) (21WS-1299)*Accounting guidance that relies on cash flow forecasting and budgeting *Critical uses for accurate budgeting and forecasting in the current economic environment *Challenges when forecasting and budgeting in the COVID-19 environment *Effective techniques that you can use to accurately forecast operations in a period of change |
| 3/25/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1219: The Best Federal Tax Update Course by Surgent (Webinar) (21WS-1219)*The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of §529 plans and 401(k) retirement plans for part-time workers *The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs *The CARES Act changes to §163(j), §461(I), and NOL rules *Bonus depreciation rules and expansion of §179 *Expansion of number of taxpayers able to use the cash method of accounting *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of §199A and its alteration of pass-through taxation and planning *Crypto currency *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 *The latest issues related to any other late-breaking tax law changes |
| 2/11/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1258: Surgent's Ethical Considerations for the CPA (Webinar) (21WS-1258)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 3/4/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WS-1158: Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (21WS-1158)*Review an error-prone "staff-prepared" Form 1040 from client-provided information *Several new reporting issues for the reviewer to consider, such as the CARES Act rules for retirement plan distributions, rollovers, self-employment tax deferrals, and the Recovery Rebate Credit *What are common errors preparers make and what are the areas generating malpractice claims? *The importance of engagement letters, questionnaires, and §7216 permission statement *Initial administrative groundwork *Identifying organizing issues in the tax return to be reviewed *Avoiding "willful blindness" *Efficient review of certain advanced issues for income, adjustments, deductions, and credits *Effective procedures for delinquent clients, filing past-due tax returns *First-time client issues requiring extra scrutiny *Multiple checklists of efficient procedures to identify potential issues on a 1040 return *Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients *Professionals acting professionally |
| 1/19/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1181: Surgent's New Rules Regarding the Calculation and Tax Reporting of a Partner's Basis and Capital Account (Webinar) (21WS-1181)*How a partner’s outside basis and capital account differ *Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L *IRS requirement to report partner tax basis on the transactional approach *How to compute a partner’s initial tax capital account for 2020 *Implications if a capital account is negative *Deficit restoration accounts and qualified income offsets *Modified outside basis method and modified previously taxed capital method *Determining a partner’s beginning capital account for 2020 for a partnership that did not use the tax basis method in 2019 *Beginning capital account for partnerships and partners already reporting on the tax basis |
| 1/26/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1205: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (21WS-1205)*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season *Key new tax and practice developments and how they impact the current-year tax forms for individuals |
| 2/4/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1177: The Best Federal Tax Update Course by Surgent (Webinar) (21WS-1177)*The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of §529 plans and 401(k) retirement plans for part-time workers *The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs *The CARES Act changes to §163(j), §461(I), and NOL rules *Bonus depreciation rules and expansion of §179 *Expansion of number of taxpayers able to use the cash method of accounting *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of §199A and its alteration of pass-through taxation and planning *Crypto currency *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 *The latest issues related to any other late-breaking tax law changes |
| 1/25/2022 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1256: Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (21WS-1256)*Discuss how productivity strategies may improve work-life balance *Understand the state tax consequences that may arise when working from home *Identify and discuss challenges unique to financial professionals *Review how some organizations are providing support to improve work-life balance *Explore the role of alternative work arrangements *Examine challenges unique to auditors versus tax professionals *A comparison of work-life balance between public and industry accountants *How work-family conflict varies among financial professionals *Recommendations for improving work-life balance |
| 3/3/2022 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| 22WS-0034: Surgent's Mastering the Basics of Inventory Accounting (Webinar) (22WS-0034)*Elements of inventory cost and full-absorption costing *Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification *Obsolescence reserves *LIFO accounting *Differences between book and tax cost capitalization and related income tax accounting *Retail inventory valuation methodology *Physical inventory observation approaches *Accounting issues related to consigned inventory *Other challenging issues related to inventory accounting |
| 4/13/2022 | 8 - 11 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-0055: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (22WS-0055)*Economic update *Leadership and management changes as a result of the pandemic *Managing for productivity *Metrics and benchmarking *Social media's place in our organization |
| 4/27/2022 | 12 - 3:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| 21WS-1274: Surgent's Managing Millennials (Webinar) (21WS-1274)*Understanding who millennials are and what distinguishes them from other sectors of the workforce * Changes millennials seek in the workplace * Suggestions on engaging and developing millennials * Best practices by organizations who have successfully integrated millennials * Expectations as to learning, development and training * Work environments and schedules * School to work transitions * Views on salary, benefits and corporate ethics * Whether millennials’ expectations are significantly different from any other generation * Strengths millennials offer which set them apart from others * Common myths pertaining to millennials * Definitions of success |
| 3/11/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-0028: Surgent's Controllership Skills Update: Budgeting, Forecasting, and Big Data (Webinar) (22WS-0028)*Why Forecasts and Budgets are Frequently Wrong: *Behavioral finance *Improper goal setting *Games *Continuing the status quo *Traditional budgeting techniques *Incorporating Strategy into Budgets: *Improving measurement systems *Common errors *Developing strategic measurements *Strategies vs. non-strategies *Expanding the Budgeting Framework: *Quarterly and rolling forecasts *Mission-based budgeting *Zero-based budgeting *Post-completion evaluations *Contingency planning *Identifying improvements *Big Data: *Definition *Challenges *Goals *Current uses/examples *Sources of information *Analytical Tools: *Ratio analysis *Benchmarking *Pareto analysis *What If analysis *Trend analysis *Regression *Simulation |
| 4/11/2022 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| 22WS-0061: Surgent's The Accountant as the Expert Witness (Webinar) (22WS-0061)*Becoming qualified as an expert witness *Best practices for testifying at trial *Understanding the different roles accountants can play in litigation *Working with attorneys to prepare and present a case at trial *The role of experts in commercial versus personal injury litigation *Confidentiality orders *Compensation for expert witnesses *Preparing for and attending depositions *Daubert challenges to experts *Expert reports *The role of experts in antitrust, securities litigation, and professional liability cases *Credibility as a witness |
| 4/29/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1163: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (21WS-1163)*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season *Key new tax and practice developments and how they impact the current-year tax forms for individuals |
| 1/20/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1263: Surgent's Assessing the Risk of Fraud In a Financial Statement Audit (Webinar) (21WS-1263)*Fraud landscape in the United States *Fraud risk procedures as updated by recently issued standards *Most likely fraud types found in small to midsize entities *Internal controls to prevent and detect fraud *What to do when fraud or suspected fraud is identified *Case studies based on recent frauds *Cyber fraud schemes and how to prevent/detect them *Analytics that can be used as fraud risk procedures *Assessing the risk of grant fraud in a Single Audit |
| 3/8/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1289: Surgent's The Accountant as the Expert Witness (Webinar) (21WS-1289)*Becoming qualified as an expert witness *Best practices for testifying at trial *Understanding the different roles accountants can play in litigation *Working with attorneys to prepare and present a case at trial *The role of experts in commercial versus personal injury litigation *Confidentiality orders *Compensation for expert witnesses *Preparing for and attending depositions *Daubert challenges to experts *Expert reports *The role of experts in antitrust, securities litigation, and professional liability cases *Credibility as a witness |
| 3/18/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1270: Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Webinar) (21WS-1270)*ASC Topic 606, Revenue from Contracts with Customers *The FASB’s new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance *Presentation and disclosure requirements and examples *Industry-specific implementation issues and guidance *Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward *Accounting considerations related to COVID-19-driven changes to revenue recognition processes |
| 3/10/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1266: Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (21WS-1266)*Learn how to properly plan your benefit plan audit engagement and develop an audit strategy while improving overall efficiency *Find out how to avoid common pitfalls in planning and detailed audit procedures *Annual update of the changes affecting 401(k) plans *Description of common mistakes as noted in peer reviews and DOL inspections *The new audit standard for employee benefit plans |
| 3/9/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1180: The Best Individual Income Tax Update Course by Surgent (Webinar) (21WS-1180)*The SECURE Act, including IRA and RMD changes *The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs *Treatment of state and local taxes *Virtual currency *Opportunity Zones *Education-related provisions *Depreciation changes *Rules on entertainment expenses, including meals *Doubling of estate and gift tax exemption for a married couple *Comprehensive coverage of tax reform, §199A and its alteration of pass-through taxation and planning *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 *The latest issues related to any other late-breaking tax law changes |
| 1/26/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1238: Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Webinar) (21WS-1238)*Topic 606’s five-step revenue recognition model *Determining whether to recognize revenue over time or at a point in time under Topic 606 *Other unique considerations in applying the five-step model for entities currently using SOP 81-1/ASC 605-35 *Accounting considerations related to COVID-19-driven changes to revenue recognition processes *Lessons learned and best practices from entities already adopting Topic 606 |
| 2/23/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1283: Surgent's ASC 805 Business Combination Accounting: Not Just for the Big Guys (Webinar) (21WS-1283)*Determining the definition of a business and applicability of the asset acquisition vs. business combination ac-counting guidance *Determining the acquirer in a business combination transaction *Identifying acquired assets and liabilities in a business combination *Application of fair value principles when measuring assets and liabilities *Subsequent accounting for acquired assets and liabilities |
| 3/16/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1277: Surgent's Mastering Accounting for Income Taxes (Webinar) (21WS-1277)*The sources of deferred tax assets and liabilities *Calculating the deferred tax asset or liability *Reporting income-tax expense and balance sheet items *CARES Act accounting implications *Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities *Disclosure requirements *Recent and proposed changes to the accounting and disclosure requirements for income taxes |
| 3/14/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1285: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (21WS-1285)*Economic update *Leadership and management changes as a result of the pandemic *Managing for productivity *Metrics and benchmarking *Social media's place in our organization |
| 3/16/2022 | 12 - 3:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| 21WS-1157: The Best Individual Income Tax Update Course by Surgent (Webinar) (21WS-1157)*The SECURE Act, including IRA and RMD changes *The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs *Treatment of state and local taxes *Virtual currency *Opportunity Zones *Education-related provisions *Depreciation changes *Rules on entertainment expenses, including meals *Doubling of estate and gift tax exemption for a married couple *Comprehensive coverage of tax reform, §199A and its alteration of pass-through taxation and planning *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 *The latest issues related to any other late-breaking tax law changes |
| 1/19/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1262: Surgent's Accountability: Stop the Blame Game (Webinar) (21WS-1262)*Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results *Designing and using clear agreements that provide clarity *Skills for holding yourself and others accountable for results, no matter what *Knowing where you are in the accountability game... what you do/don’t do well |
| 3/8/2022 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WS-1207: The Best Individual Income Tax Update Course by Surgent (Webinar) (21WS-1207)*The SECURE Act, including IRA and RMD changes *The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs *Treatment of state and local taxes *Virtual currency *Opportunity Zones *Education-related provisions *Depreciation changes *Rules on entertainment expenses, including meals *Doubling of estate and gift tax exemption for a married couple *Comprehensive coverage of tax reform, §199A and its alteration of pass-through taxation and planning *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 *The latest issues related to any other late-breaking tax law changes |
| 2/7/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1201: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (21WS-1201)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services *SSARS No. 22, Compilation of Pro Forma Financial Information *SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 *SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions *Sample comprehensive engagement work programs for preparation, compilation and review engagements *Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations *Other communication requirements, such as sample engagement letters and management representation letters *Going concern reporting implications on SSARS engagements due to COVID-19 and other issues |
| 2/3/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1235: Surgent's Examining the New Lease Accounting Standard: More Than Meets the Eye (Webinar) (21WS-1235)*ASU No. 2016-02, Leases (Topic 842) *Overall lease accounting guidance *Lessor Accounting 101 *Lessee Accounting 101 *Detailed review of accounting by lessees and lessors *Sale and leaseback transactions *Transition guidance *Other operational issues *Recently issued updates to the lease accounting guidance *FASB guidance on accounting for COVID-19-related rent concessions *Feedback from the public company adoption of Topic 842 |
| 2/18/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WS-1276: Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (Webinar) (21WS-1276)*Annual update of the changes affecting 401(k) plans *Discussion of audit strategy while improving overall efficiency *Description of common mistakes as noted in peer reviews and DOL inspections |
| 3/14/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WS-0011: Surgent's Project Management: Tips, Tricks and Traps (Webinar) (22WS-0011)*Contrasting project management with operations management *Reviewing organizational culture and how it applies to project management *The various types of project management including Agile, Scrum, Waterfall, Critical path, and others *Looking at risk management software and its application in different types of project management *Managing and leading project management stakeholders |
| 4/4/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1302: Surgent's Coaching Skills for Managers and Supervisors (Webinar) (21WS-1302)*The definition of "coaching" and the coaching process *Characteristics of effective coaches *Coaching strategies to support and assist others as they change ineffective behaviors *Conducting one-on-one coaching sessions for setting goals and improving performance |
| 3/28/2022 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WS-0040: Surgent's Industry Accountant Toolkit (Webinar) (22WS-0040)*Key tools used by businesses and financial professionals across the globe to measure performance *Detailed, real-world examples of businesses utilizing these tools |
| 4/18/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-0057: Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (22WS-0057)*Annual update of the changes affecting 401(k) plans *Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc. *Best practices for engagement planning, internal controls, risk assessment, and detailed testing *How to avoid common mistakes made while performing audit procedures *Plan mergers and acquisitions *Common audit reporting and disclosure issues *The new audit standard for employee benefit plans |
| 4/27/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1282: Surgent's How to Conduct an Effective Virtual Interview (Webinar) (21WS-1282)*Assessing the organizational fit of a candidate *Reducing bias throughout the interview process *Successfully conducting a virtual interview *Key legal dos and don’ts of the interviewing process? |
| 3/15/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1209: Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (21WS-1209)*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms *Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of §199A qualified business income, its calculation, limitations, and examples *Form 8867 - Protecting practitioners *Dividends and interest - Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. *Security transactions - From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues *Self-employed person issues *Schedule C deductions including depreciation *Sale and exchange of property - Understanding Form 4797 and depreciation recapture; capital gains *A working understanding of passive losses - How to handle rental property and how the passive loss rules flow to the tax forms *Itemized deductions - A thorough understanding of what’s deductible and what’s not *Interest deductions - Limitations and timing problems *Retirement contributions and education credits and deductions *Tax computations - The Kiddie Tax, AMT, regular tax, tax credits *Individual problems illustrated by form preparation for various items, with numerous "practice tips" *Impact of recent legislation and forms changes on the 1040 |
| 2/7/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1286: Surgent's Controllership Skills Update: Budgeting, Forecasting, and Big Data (Webinar) (21WS-1286)*Why Forecasts and Budgets are Frequently Wrong: *Behavioral finance *Improper goal setting *Games *Continuing the status quo *Traditional budgeting techniques *Incorporating Strategy into Budgets: *Improving measurement systems *Common errors *Developing strategic measurements *Strategies vs. non-strategies *Expanding the Budgeting Framework: *Quarterly and rolling forecasts *Mission-based budgeting *Zero-based budgeting *Post-completion evaluations *Contingency planning *Identifying improvements *Big Data: *Definition *Challenges *Goals *Current uses/examples *Sources of information *Analytical Tools: *Ratio analysis *Benchmarking *Pareto analysis *What If analysis *Trend analysis *Regression *Simulation |
| 3/17/2022 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| 22WS-0036: Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Webinar) (22WS-0036)*Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606 *The FASB’s new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance *Presentation and disclosure requirements *Accounting considerations related to COVID-19-driven changes to revenue recognition processes *Lessons learned and best practices for improving business processes related to revenue recognition going forward |
| 4/14/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1212: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (21WS-1212)*The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs *New partnership tax basis capital account reporting requirements *The SECURE Act, including IRA and RMD changes *Impact of the Tax Cuts and Jobs Act on S corporations and partnership entities including coverage of Section 199A *Partnership Audits *Opportunity Zones *Selected Practice and Reporting Issues: What’s new? *A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships *Choice of entity issues: Is the C corporation more of a viable choice after tax reform? Will it become preferred? *Impact of the CARES Act on sections 163(j) and 461(l) *Debts between entity and the investors *Impact of the net investment income tax on the owners of pass-through entities *Any late-breaking tax legislation *Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| 2/9/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-0052: Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Webinar) (22WS-0052)*ASC Topic 606, Revenue from Contracts with Customers *The FASB’s new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance *Presentation and disclosure requirements and examples *Industry-specific implementation issues and guidance *Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward *Accounting considerations related to COVID-19-driven changes to revenue recognition processes |
| 4/26/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1248: Surgent's Managing People Through Motivation (Webinar) (21WS-1248)*What it means to engage people; discuss the meaning of motivation by getting to the core of what impacts your employees’ productivity *Get your employees charged; find out what makes them tick through examining and understanding some of the classics in motivational theory *Learn how to drill down to what truly motivates your employees *Using the C.A.R.E. model to improve employee motivation through case studies |
| 3/1/2022 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WS-1194: Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (21WS-1194)*Passive activity rules for trusts including the NIIT *The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable) *The critical categorization of income (taxable income vs. fiduciary accounting income) *Distributable net income (DNI) and how it works *The "Tier" Rules *The Separate Share Rule *IRC 663(b) "65-Day" Rule *IRC §691(c) Deduction *QSST and EBST elections *How to treat excess deductions on termination *Grantor trust rules and how they impact planning and return preparation *The income tax side of Domestic Asset Protection Trusts |
| 2/1/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1300: Surgent's Examining the New Lease Accounting Standard: More Than Meets the Eye (Webinar) (21WS-1300)*ASU No. 2016-02, Leases (Topic 842) *Overall lease accounting guidance *Lessor Accounting 101 *Lessee Accounting 101 *Detailed review of accounting by lessees and lessors *Sale and leaseback transactions *Transition guidance *Other operational issues *Recently issued updates to the lease accounting guidance *FASB guidance on accounting for COVID-19-related rent concessions *Feedback from the public company adoption of Topic 842 |
| 3/25/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1187: Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (21WS-1187)*Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation *Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issues *Recognize and properly handle special pass-through items of income and expense *Accurately prepare S corporation returns and reconcile book income to taxable income *Accurately prepare partnership returns and reconcile book income to taxable income *Properly handle the tax treatment of distributions to shareholders, partners, or members *Understand the special restrictions and sanctions for tax year end selection *Review the basics of partnership and LLC formation and basis calculation *Self-employment tax or NOT, for each entity *Filling in K-1s correctly for S corporations, partnerships, and LLCs *How the Affordable Care Act affects tax returns *The most frequently used forms and schedules, including some form "oddities" |
| 1/27/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1170: Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (21WS-1170)*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms *Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of §199A qualified business income, its calculation, limitations, and examples *Form 8867 - Protecting practitioners *Dividends and interest - Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. *Security transactions - From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues *Self-employed person issues *Schedule C deductions including depreciation *Sale and exchange of property - Understanding Form 4797 and depreciation recapture; capital gains *A working understanding of passive losses - How to handle rental property and how the passive loss rules flow to the tax forms *Itemized deductions - A thorough understanding of what’s deductible and what’s not *Interest deductions - Limitations and timing problems *Retirement contributions and education credits and deductions *Tax computations - The Kiddie Tax, AMT, regular tax, tax credits *Individual problems illustrated by form preparation for various items, with numerous "practice tips" *Impact of recent legislation and forms changes on the 1040 |
| 1/21/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1165: Surgent's Weekly Expert Hour (Webinar) (21WS-1165)*Each week’s topics will change based on the most critical issues affecting financial professionals |
| 1/20/2022 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WS-1211: Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (21WS-1211)*Passive activity rules for trusts including the NIIT *The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable) *The critical categorization of income (taxable income vs. fiduciary accounting income) *Distributable net income (DNI) and how it works *The "Tier" Rules *The Separate Share Rule *IRC 663(b) "65-Day" Rule *IRC §691(c) Deduction *QSST and EBST elections *How to treat excess deductions on termination *Grantor trust rules and how they impact planning and return preparation *The income tax side of Domestic Asset Protection Trusts |
| 2/8/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1261: Surgent's Unconscious Bias for Employees: Raising the Bar for Workplace Conduct (Webinar) (21WS-1261)*The role of respect in creating an inclusive workplace. A respectful workplace is one in which all employees feel comfortable bringing their best selves and best contributions to the workplace. *Teaching employees a "red light, yellow light, green light" framework, which is a tool for expressing discomfort with co-worker conduct. This tool helps employees learn to express their comfort or discomfort about certain conduct (for example, an inappropriate nickname or comment) to co-workers in a safe, respectful way. *Common "derailers" — things that derail efforts to create a respectful workplace, including workplace gossip, ignoring mistakes, and unconscious bias *Strategies for reducing the impact of these derailers *Unconscious bias, including the five defining characteristics of unconscious bias *A framework for handling mistakes and using them to build trust and respect in the workplace |
| 3/7/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-0014: Surgent's Unconscious Bias for Employees: Raising the Bar for Workplace Conduct (Webinar) (22WS-0014)*The role of respect in creating an inclusive workplace. A respectful workplace is one in which all employees feel comfortable bringing their best selves and best contributions to the workplace. *Teaching employees a "red light, yellow light, green light" framework, which is a tool for expressing discomfort with co-worker conduct. This tool helps employees learn to express their comfort or discomfort about certain conduct (for example, an inappropriate nickname or comment) to co-workers in a safe, respectful way. *Common "derailers" — things that derail efforts to create a respectful workplace, including workplace gossip, ignoring mistakes, and unconscious bias *Strategies for reducing the impact of these derailers *Unconscious bias, including the five defining characteristics of unconscious bias *A framework for handling mistakes and using them to build trust and respect in the workplace |
| 4/5/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1260: Surgent's Controllership Skills Update: Risk Management (Webinar) (21WS-1260)*Rethinking Risk Management: *Historic view *Challenges *Rules *Recent lessons *Required skills *Sources of Risk: *Economy *Competitors *Operations *Investments *Strategy *Compensation *Routine practices *Unethical behavior. *Enterprise Risk Management (ERM): *Defining ERM *Areas of focus *Implementation *Planning for disasters *Business continuity *Contingencies *Analytical Tools: *Post-completion evaluations *Simulation *Z-score *Hedging *Brainstorming *Mind mapping *Delphi technique |
| 3/7/2022 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| 22WS-0024: Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (22WS-0024)*How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior *Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies *Key functions of employment including recruitment, interviewing and selection |
| 4/7/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1267: Surgent's Small Rudders that Turn Large Ships: The Secrets of Today's Successful Accounting Leaders (Webinar) (21WS-1267)*Increase productivity and profitability *Communicate better and resolve conflict *Learn teamwork principles in today's changing accounting workplace *Motivate yourself and your team |
| 3/9/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1171: Surgent's Advanced Individual Income Tax Return Issues (Webinar) (21WS-1171)*Understanding the special problems and new issues for the current year tax return *How to determine the §199A deduction and when rental property qualifies for the §199A deduction *Installment sales -- understanding the complicated issues *Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms *Capital gain and loss issues -- The problem with proper reporting of installment sales issues; when is a stock worthless; and much more… *At-risk rules: What a return preparer really needs to know *Passive loss issues -- You can’t just trust your software. What to watch out for, and the questions you need your clients to answer in order to do it right! *Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax *Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client *The business loss limitation rules - Understanding the business loss limitation rules and the associated calculations |
| 1/21/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1271: Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (21WS-1271)*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 |
| 3/10/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1188: Surgent's Weekly Expert Hour (Webinar) (21WS-1188)*Each week’s topics will change based on the most critical issues affecting financial professionals |
| 1/27/2022 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WS-0016: Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (22WS-0016)*Annual update of the changes affecting 401(k) plans *Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc. *Best practices for engagement planning, internal controls, risk assessment, and detailed testing *How to avoid common mistakes made while performing audit procedures *Plan mergers and acquisitions *Common audit reporting and disclosure issues *The new audit standard for employee benefit plans |
| 4/6/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1273: Surgent's Mastering the Basics of Inventory Accounting (Webinar) (21WS-1273)*Elements of inventory cost and full-absorption costing *Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification *Obsolescence reserves *LIFO accounting *Differences between book and tax cost capitalization and related income tax accounting *Retail inventory valuation methodology *Physical inventory observation approaches *Accounting issues related to consigned inventory *Other challenging issues related to inventory accounting |
| 3/11/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-0041: Surgent's ASC 805 Business Combination Accounting: Not Just for the Big Guys (Webinar) (22WS-0041)*Determining the definition of a business and applicability of the asset acquisition vs. business combination ac-counting guidance *Determining the acquirer in a business combination transaction *Identifying acquired assets and liabilities in a business combination *Application of fair value principles when measuring assets and liabilities *Subsequent accounting for acquired assets and liabilities |
| 4/18/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1215: Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (21WS-1215)*Changes to the IRS Form 706 *How to successfully navigate the form *The ins and outs of the "portability" rules, including how the rules actually work using common examples *Income tax consequences *How to avoid malpractice traps *Overlooked GST issues |
| 2/10/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1244: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (21WS-1244)*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 |
| 2/25/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1174: Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs (Webinar) (21WS-1174)*Updates on the Families First Coronavirus Response Act and the CARES Act *Update on latest cases, rulings, and regulations including the final regs *How to handle liabilities of LLCs *Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more *Planning for the provisions of the Tax Cuts and Jobs Act of 2017, including taking the best advantage of the §199A pass-through deduction *Partnership planning -- Structuring partnership distributions and transfers of interests *Optional basis adjustments -- §§754 and 732(d) *Update on Small Business Health Reimbursement Arrangements *How to take advantage of the new §179 and bonus depreciation rules of the Tax Cuts and Jobs Act of 2017 *Basis, distribution, redemption, and liquidation issues of S corporations *Compensation in S corporations *Sale of a partnership -- the best planning concepts *What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning *Partnership and LLC allocations |
| 1/24/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1208: Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (21WS-1208)*Taxpayers who do not file gift tax returns but should *The annual exclusion rules for gifts to trusts including required Crummey notices *What should be disclosed on the return for purposes of running the statute of limitations *The reporting of installment sales and split-interest *Valuations and valuation discounts for gifts of closely held businesses *The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules *Reporting the use of a deceased spouse’s unused exclusion exemption amount (DSUEA) *A line-by-line explanation of Form 709 |
| 2/7/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-0045: Surgent's Budgets, Forecasts and Forward-Looking Cash Flow Projections in a Post-Pandemic Environment (Webinar) (22WS-0045)*Accounting guidance that relies on cash flow forecasting and budgeting *Critical uses for accurate budgeting and forecasting in the current economic environment *Challenges when forecasting and budgeting in the COVID-19 environment *Effective techniques that you can use to accurately forecast operations in a period of change |
| 4/20/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1242: Surgent's Financial Reporting Implications of the COVID-19 Pandemic (Webinar) (21WS-1242)*Impairment accounting model for long-lived assets, including PP&E and goodwill *Accounting for inventory and accounts receivable reserves *Accounting for debt restructurings, including troubled debt restructurings, rent holidays, and other revisions to debt agreements *Going concern evaluation and required disclosures *Other financial statement presentation and disclosure issues |
| 2/24/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1232: Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (21WS-1232)*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 |
| 2/17/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1281: Surgent's Financial Reporting Implications of the COVID-19 Pandemic (Webinar) (21WS-1281)*Impairment accounting model for long-lived assets, including PP&E and goodwill *Accounting for inventory and accounts receivable reserves *Accounting for debt restructurings, including troubled debt restructurings, rent holidays, and other revisions to debt agreements *Going concern evaluation and required disclosures *Other financial statement presentation and disclosure issues |
| 3/15/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1164: Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Webinar) (21WS-1164)*Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed return *The importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returns *New tax-planning strategies for depreciation deductions, including changes to §179 and depreciation as a result of new tax legislation *Methods of accounting -- Application and choices *In-depth analysis of Form 4797 dealing with depreciation recapture *Deductible expenses -- including rules on meals and entertainment *Computation of tax liability *Overview of many common business deductions; which are deductible and which are M-1 items? *How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern *And much more |
| 1/20/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-0037: Surgent's Coaching Skills for Managers and Supervisors (Webinar) (22WS-0037)*The definition of "coaching" and the coaching process *Characteristics of effective coaches *Coaching strategies to support and assist others as they change ineffective behaviors *Conducting one-on-one coaching sessions for setting goals and improving performance |
| 4/14/2022 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WS-0043: Surgent's Ethical Considerations for the CPA (Webinar) (22WS-0043)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 4/19/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WS-1198: Surgent's Progressive Discipline and Termination (Webinar) (21WS-1198)*Defining progressive discipline, including typical steps in any progressive discipline process *The importance of a fair disciplinary process *When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination *Documentation best practices *Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation *Avoiding key risks in the termination process *Best practices for legally compliant termination procedures |
| 2/2/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-0015: Surgent's Unconscious Bias for Managers, Supervisors and Executives (Webinar) (22WS-0015)*Unconscious bias, including the five defining characteristics of unconscious bias *The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers *The concept of microaggressions, with examples *An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills *A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the "oops, did I just say that?" section. |
| 4/5/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1166: Surgent's Annual Accounting and Auditing Update (Webinar) (21WS-1166)*Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda *Leases -- Topic 842 *Financial accounting and reporting considerations related to Going Concern *Recently issued SASs and other AICPA activity *SSARS No. 21, Clarification and Recodification and other recently issued SSARS *Peer review and other audit quality issues *Other important A&A practice matters |
| 1/21/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-0051: Surgent's Annual Accounting and Auditing Update (Webinar) (22WS-0051)*Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda *Leases -- Topic 842 *Financial accounting and reporting considerations related to Going Concern *Recently issued SASs and other AICPA activity *SSARS No. 21, Clarification and Recodification and other recently issued SSARS *Peer review and other audit quality issues *Other important A&A practice matters |
| 4/25/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1186: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (21WS-1186)*The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs *New partnership tax basis capital account reporting requirements *The SECURE Act, including IRA and RMD changes *Impact of the Tax Cuts and Jobs Act on S corporations and partnership entities including coverage of Section 199A *Partnership Audits *Opportunity Zones *Selected Practice and Reporting Issues: What’s new? *A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships *Choice of entity issues: Is the C corporation more of a viable choice after tax reform? Will it become preferred? *Impact of the CARES Act on sections 163(j) and 461(l) *Debts between entity and the investors *Impact of the net investment income tax on the owners of pass-through entities *Any late-breaking tax legislation *Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| 1/27/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1179: Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (21WS-1179)*Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls *Decanting *Federal estate tax exemption and remaining relevance of trusts *Irrevocable life insurance trusts *The role of family dynamics *Choice of trustee and other fiduciaries *State trust-friendly considerations *Charitable trusts *Delaware Statutory Trusts *Powers of attorney *Pet Trusts - the emerging necessities *State, county, and local issues *Portability *QTIP issues *Creditor considerations *Potential IRA problems *Problems with re-titling assets |
| 1/25/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1240: Surgent's Annual Accounting and Auditing Update (Webinar) (21WS-1240)*Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda *Leases -- Topic 842 *Financial accounting and reporting considerations related to Going Concern *Recently issued SASs and other AICPA activity *SSARS No. 21, Clarification and Recodification and other recently issued SSARS *Peer review and other audit quality issues *Other important A&A practice matters |
| 2/24/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-0053: Surgent's Business Writing: Professional & Effective Emails (Webinar) (22WS-0053)*Preparing to write: what is my purpose and objective and who is my audience *When email is the appropriate communication methodology and when it’s not *Common email mistakes and how to avoid them *Proven techniques for writing more efficient, readable, and outcome-focused emails |
| 4/26/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-0038: Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Webinar) (22WS-0038)*Overview of ERM and how it affects all organizations *What COVID-19 has taught us about risk management *Risk tolerance and developing a plan *Risk identification *Risk analysis *Risk responses *Strategy risk |
| 4/18/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1196: Surgent's Annual Accounting and Auditing Update (Webinar) (21WS-1196)*Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda *Leases -- Topic 842 *Financial accounting and reporting considerations related to Going Concern *Recently issued SASs and other AICPA activity *SSARS No. 21, Clarification and Recodification and other recently issued SSARS *Peer review and other audit quality issues *Other important A&A practice matters |
| 2/2/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-0039: Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (22WS-0039)*Learn how to properly plan your benefit plan audit engagement and develop an audit strategy while improving overall efficiency *Find out how to avoid common pitfalls in planning and detailed audit procedures *Annual update of the changes affecting 401(k) plans *Description of common mistakes as noted in peer reviews and DOL inspections *The new audit standard for employee benefit plans |
| 4/18/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1203: Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (21WS-1203)*Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act *Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses *Proper W-2 preparation and procedures in the year of death *Taxpayer passes before taking a required minimum distribution; what must be done? *Forgetful fiduciaries of simple trusts *Fluctuating trusts - Simple one year, complex the next *Dividing income in the year of death *Overview of Subchapter J *Form preparation issues - Filing requirements and line-by-line explanations of Form 1041 *Taxable income of estates and trusts and expense allocation issues *Specific deductions and miscellaneous itemized deductions *Income in respect of a decedent *The income distribution deduction calculation *Relation of principal and income law to DNI *Understanding how to handle capital gains and losses *Allocating tax items to beneficiaries: another K-1 *Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation *Comprehensive trust and estate case studies, with filled-in forms |
| 2/4/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1169: Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (21WS-1169)*Major 2021 tax form changes as they relate to individual taxpayers *Key new tax developments as they relate to 2021 and how they impact the 2021 tax forms |
| 1/21/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1161: The Best Federal Tax Update Course by Surgent (Webinar) (21WS-1161)*The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of §529 plans and 401(k) retirement plans for part-time workers *The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs *The CARES Act changes to §163(j), §461(I), and NOL rules *Bonus depreciation rules and expansion of §179 *Expansion of number of taxpayers able to use the cash method of accounting *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of §199A and its alteration of pass-through taxation and planning *Crypto currency *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 *The latest issues related to any other late-breaking tax law changes |
| 1/20/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1245: Surgent's Ethical Considerations for the CPA (Webinar) (21WS-1245)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 2/25/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WS-1236: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (21WS-1236)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services *SSARS No. 22, Compilation of Pro Forma Financial Information *SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 *SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions *Sample comprehensive engagement work programs for preparation, compilation and review engagements *Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations *Other communication requirements, such as sample engagement letters and management representation letters *Going concern reporting implications on SSARS engagements due to COVID-19 and other issues |
| 2/22/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1298: Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (21WS-1298)*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 |
| 3/24/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1230: Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (21WS-1230)*Passive activity rules for trusts including the NIIT *The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable) *The critical categorization of income (taxable income vs. fiduciary accounting income) *Distributable net income (DNI) and how it works *The "Tier" Rules *The Separate Share Rule *IRC 663(b) "65-Day" Rule *IRC §691(c) Deduction *QSST and EBST elections *How to treat excess deductions on termination *Grantor trust rules and how they impact planning and return preparation *The income tax side of Domestic Asset Protection Trusts |
| 2/17/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-0032: Surgent's Progressive Discipline and Termination (Webinar) (22WS-0032)*Defining progressive discipline, including typical steps in any progressive discipline process *The importance of a fair disciplinary process *When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination *Documentation best practices *Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation *Avoiding key risks in the termination process *Best practices for legally compliant termination procedures |
| 4/13/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-0058: Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (22WS-0058)*AICPA’s Enhancing Audit Quality initiative *Feedback from peer reviews, including areas driving deficiencies in audit *Elements of an effective risk assessment and how to link to audit procedures performed *Understanding internal controls and making the decision whether or not to test them *Best practices in documentation |
| 4/28/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-0059: Surgent's Management Fundamentals (Webinar) (22WS-0059)*What it takes to be effective as a manager *Exploring the challenges that get in the way *Looking at the driving forces that have evolved how managers engage with employees today *Motivating employees of multi-generations *Twelve practices that can be adopted to influence employees to become more engaged *Identifying what it takes to develop employees *Delegation and accountability |
| 4/29/2022 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WS-1225: Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (21WS-1225)*Major 2021 tax form changes as they relate to individual taxpayers *Key new tax developments as they relate to 2021 and how they impact the 2021 tax forms |
| 2/15/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1220: Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Webinar) (21WS-1220)*Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606 *The FASB’s new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance *Presentation and disclosure requirements *Accounting considerations related to COVID-19-driven changes to revenue recognition processes *Lessons learned and best practices for improving business processes related to revenue recognition going forward |
| 2/11/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1292: Surgent's Ethical Considerations for the CPA (Webinar) (21WS-1292)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 3/22/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WS-1233: The Best Federal Tax Update Course by Surgent (Webinar) (21WS-1233)*The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of §529 plans and 401(k) retirement plans for part-time workers *The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs *The CARES Act changes to §163(j), §461(I), and NOL rules *Bonus depreciation rules and expansion of §179 *Expansion of number of taxpayers able to use the cash method of accounting *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of §199A and its alteration of pass-through taxation and planning *Crypto currency *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 *The latest issues related to any other late-breaking tax law changes |
| 2/18/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1191: Surgent's Ethical Considerations for the CPA (Webinar) (21WS-1191)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 1/28/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WS-1221: Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (21WS-1221)*How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior *Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies *Key functions of employment including recruitment, interviewing and selection |
| 2/14/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1182: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (21WS-1182)*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season *Key new tax and practice developments and how they impact the current-year tax forms for individuals |
| 1/26/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1213: Surgent's Managing Millennials (Webinar) (21WS-1213)*Understanding who millennials are and what distinguishes them from other sectors of the workforce * Changes millennials seek in the workplace * Suggestions on engaging and developing millennials * Best practices by organizations who have successfully integrated millennials * Expectations as to learning, development and training * Work environments and schedules * School to work transitions * Views on salary, benefits and corporate ethics * Whether millennials’ expectations are significantly different from any other generation * Strengths millennials offer which set them apart from others * Common myths pertaining to millennials * Definitions of success |
| 2/9/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1297: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (21WS-1297)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services *SSARS No. 22, Compilation of Pro Forma Financial Information *SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 *SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions *Sample comprehensive engagement work programs for preparation, compilation and review engagements *Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations *Other communication requirements, such as sample engagement letters and management representation letters *Going concern reporting implications on SSARS engagements due to COVID-19 and other issues |
| 3/24/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1288: Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (21WS-1288)*Annual update of the changes affecting 401(k) plans *Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc. *Best practices for engagement planning, internal controls, risk assessment, and detailed testing *How to avoid common mistakes made while performing audit procedures *Plan mergers and acquisitions *Common audit reporting and disclosure issues *The new audit standard for employee benefit plans |
| 3/18/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1304: Surgent's Successful Communication (Webinar) (21WS-1304)*The communication process and barriers that get in the way *Techniques for overcoming barriers *Understanding and self-assessment of each component of the communication process *Gaining skills to listen more effectively, especially in stressful situations with heightened emotions *Action plan to apply techniques in the workplace for communication success |
| 3/30/2022 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WS-1254: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (21WS-1254)*Economic update *Leadership and management changes as a result of the pandemic *Managing for productivity *Metrics and benchmarking *Social media's place in our organization |
| 3/2/2022 | 8 - 11:30 a.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| 22WS-0013: Surgent's Managing Millennials (Webinar) (22WS-0013)*Understanding who millennials are and what distinguishes them from other sectors of the workforce * Changes millennials seek in the workplace * Suggestions on engaging and developing millennials * Best practices by organizations who have successfully integrated millennials * Expectations as to learning, development and training * Work environments and schedules * School to work transitions * Views on salary, benefits and corporate ethics * Whether millennials’ expectations are significantly different from any other generation * Strengths millennials offer which set them apart from others * Common myths pertaining to millennials * Definitions of success |
| 4/5/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-0009: Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (22WS-0009)*Learn how to properly plan your benefit plan audit engagement and develop an audit strategy while improving overall efficiency *Find out how to avoid common pitfalls in planning and detailed audit procedures *Annual update of the changes affecting 401(k) plans *Description of common mistakes as noted in peer reviews and DOL inspections *The new audit standard for employee benefit plans |
| 4/1/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-0056: Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (22WS-0056)*Regulatory, fiscal, and monetary policies impact on the organization *Dodd-Frank Bill and impact on financial reform *Health insurance reform and the impact on the employer *Managing risk in an uncertain economic climate |
| 4/27/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-0035: Surgent's Financial Reporting Implications of the COVID-19 Pandemic (Webinar) (22WS-0035)*Impairment accounting model for long-lived assets, including PP&E and goodwill *Accounting for inventory and accounts receivable reserves *Accounting for debt restructurings, including troubled debt restructurings, rent holidays, and other revisions to debt agreements *Going concern evaluation and required disclosures *Other financial statement presentation and disclosure issues |
| 4/14/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-0023: Surgent's Introduction to Forensic Accounting (Webinar) (22WS-0023)*Review of the different aspects of forensic accounting *The civil litigation process as it relates to forensic accounting *Litigation services provided by forensic accountants *Fraud detection and prevention *Various types of fraud *Training and certifications in forensic accounting *Forensic accounting in bankruptcy proceedings *Forensic accounting in family law proceedings *Calculating damages for use in litigation *Valuations *Ethical issues pertinent to forensic accounting |
| 4/7/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1247: Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Webinar) (21WS-1247)*Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606 *The FASB’s new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance *Presentation and disclosure requirements *Accounting considerations related to COVID-19-driven changes to revenue recognition processes *Lessons learned and best practices for improving business processes related to revenue recognition going forward |
| 2/28/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1227: Surgent's Building a High-Performance Accounting Team (Webinar) (21WS-1227)*Increase productivity and profitability *Communicate better and resolve conflict *Learn teamwork principles in today's changing accounting workplace *Motivate yourself and your team |
| 2/16/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1162: Surgent's Ethical Considerations for the CPA (Webinar) (21WS-1162)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 1/20/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WS-1268: Surgent's Controllership Skills Update: Current Survival Skills (Webinar) (21WS-1268)*Changing Role of Financial Professionals: *Priorities *Change in mission *Valued-added actions *Strategic Measurements: *Common errors and guidelines for improvement *Balanced scorecard *Strategy development and implementation *Budgeting basics and next steps *Risk Management: *Recent lessons *Defining Enterprise Risk Management (ERM) *Implementation *Developing a Financial Leadership Pipeline: *Changing employment environment *Retaining the right employees *Compensation *Hiring process *Capital Projects: *Types of projects *Factors affecting capacity *Valuation techniques *Cash management *M&A Activity: *Current environment *Controller’s role *Strategic questions *Sample transactions *Due diligence *Implementation *Introducing Improvements/Innovation: *Getting started *Establishing an environment *Potential first projects *Organizational structure |
| 3/10/2022 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| 22WS-0017: Surgent's Controllership Skills Update: Risk Management (Webinar) (22WS-0017)*Rethinking Risk Management: *Historic view *Challenges *Rules *Recent lessons *Required skills *Sources of Risk: *Economy *Competitors *Operations *Investments *Strategy *Compensation *Routine practices *Unethical behavior. *Enterprise Risk Management (ERM): *Defining ERM *Areas of focus *Implementation *Planning for disasters *Business continuity *Contingencies *Analytical Tools: *Post-completion evaluations *Simulation *Z-score *Hedging *Brainstorming *Mind mapping *Delphi technique |
| 4/6/2022 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| 21WS-1306: Surgent's Business Writing: Professional & Effective Emails (Webinar) (21WS-1306)*Preparing to write: what is my purpose and objective and who is my audience *When email is the appropriate communication methodology and when it’s not *Common email mistakes and how to avoid them *Proven techniques for writing more efficient, readable, and outcome-focused emails |
| 3/31/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-0022: Surgent's Annual Accounting and Auditing Update (Webinar) (22WS-0022)*Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda *Leases -- Topic 842 *Financial accounting and reporting considerations related to Going Concern *Recently issued SASs and other AICPA activity *SSARS No. 21, Clarification and Recodification and other recently issued SSARS *Peer review and other audit quality issues *Other important A&A practice matters |
| 4/7/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1178: Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (21WS-1178)*Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips *Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates *Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding *Statutory employees, independent contractors, and possible changes to §530 relief *Penalties -- Who is a responsible person? *Expenses and gross-up calculations *The CARES Act and employer responsibilities for Form 941 *Pension issues and payroll taxes including SIMPLE plans, and §401(k) and pension distributions *The Electronic Federal Tax Payment System (EFTPS) *Forms I-9, W-9, W-2, 1099, SS-8, and Form 940 *Understanding payroll tax responsibilities in the gig economy |
| 1/25/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1259: Surgent's Unconscious Bias for Managers, Supervisors and Executives (Webinar) (21WS-1259)*Unconscious bias, including the five defining characteristics of unconscious bias *The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers *The concept of microaggressions, with examples *An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills *A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the "oops, did I just say that?" section. |
| 3/7/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1184: Surgent's Annual Accounting and Auditing Update (Webinar) (21WS-1184)*Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda *Leases -- Topic 842 *Financial accounting and reporting considerations related to Going Concern *Recently issued SASs and other AICPA activity *SSARS No. 21, Clarification and Recodification and other recently issued SSARS *Peer review and other audit quality issues *Other important A&A practice matters |
| 1/27/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1228: Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (21WS-1228)*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 |
| 2/16/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1224: Surgent's IRS Tax Examinations and Hot Issues (Webinar) (21WS-1224)*Criteria that the IRS uses to select returns for examination *Worker classification determinations on who is an employee and who is an independent contractor *S corporation officer’s reasonable compensation issues *Responsibilities to pay the employment taxes when the business defaults *Tax-related identity theft procedures |
| 2/15/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WS-1183: Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession (Webinar) (21WS-1183)*Data-driven decision making processes *Top technology trends and related risks, including cloud computing, AI, RPA, and blockchain applications *Common IT security risks and controls *Requirements of SAS 142 *Use of analytical procedures on professional engagements |
| 1/26/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1255: Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (21WS-1255)*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 |
| 3/3/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1252: Surgent's Performing an Effective Audit Risk Assessment in the COVID-19 Environment (Webinar) (21WS-1252)*Audit process and planning *Setting materiality *Assessing the risk of material misstatement and the design and implementation of internal controls *Assessing the impact on the assessment of internal controls in a changing work environment *Designing procedures to test the effectiveness of controls *Designing procedures to perform substantive procedures *Challenges in performing audit procedures in a virtual environment *Performing and evaluating interim and year-end tests of control and substantive procedures *Final audit procedures and wrap up |
| 3/2/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1185: Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (21WS-1185)*What’s NEW for this year - Items all practitioners must know *The "revised" Form 1040 and Schedules 1 - 3 *Qualified Business Income -- Coverage of §199A including the real estate safe harbor *A tour of the most recent forms changes, starting from gross income and ending with alternative minimum tax (AMT) and selected credits, including the latest IRS guidance on significant recent tax legislation *How will clients (and practitioners) interact with IRS in the future? *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Advanced practice issues *Things your parents taught you? *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant *Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property *Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties |
| 1/27/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WS-1250: Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession (Webinar) (21WS-1250)*Data-driven decision making processes *Top technology trends and related risks, including cloud computing, AI, RPA, and blockchain applications *Common IT security risks and controls *Requirements of SAS 142 *Use of analytical procedures on professional engagements |
| 3/1/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-0018: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (22WS-0018)*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 |
| 4/6/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1284: Surgent's Looking Ahead: Predicting Future Financial Issues and Their Impact on Accountants in Industry (Webinar) (21WS-1284)*The future of medical care in the United States and impact on your employees and your costs *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 *Future of interest rates *Impact of greater reliance on technology *AICPA top 10 trends and technologies *National infrastructure *Impact of continuing uncertainty in markets |
| 3/16/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 22WS-0030: Surgent's Lessons Learned from Successful Companies (Webinar) (22WS-0030)*Creating a visionary company *Traits of successful, visionary companies *Goal setting to create a successful organization *The role of experimentation and failure in achieving success *How successful organizations emphasize learning new skills *The role of effective communication in achieving corporate success *The importance of emotional intelligence in building corporate culture *How leadership can direct a company toward success |
| 4/12/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1206: Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (21WS-1206)*Discuss how productivity strategies may improve work-life balance *Understand the state tax consequences that may arise when working from home *Identify and discuss challenges unique to financial professionals *Review how some organizations are providing support to improve work-life balance *Explore the role of alternative work arrangements *Examine challenges unique to auditors versus tax professionals *A comparison of work-life balance between public and industry accountants *How work-family conflict varies among financial professionals *Recommendations for improving work-life balance |
| 2/4/2022 | 1 - 3 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| 21WS-1195: Surgent's Individual and Financial Planning Tax Camp (Webinar) (21WS-1195)*The SECURE Act, including IRA and RMD changes *Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change *The CARES Act changes, including QIP technical correction and section 461(l) limitation *Review of pertinent changes from tax reform *Reading a tax return for developing client-specific tax strategies *Will there be more changes in the individual tax laws? *The net investment income tax: planning for compliance *Family income-splitting strategies that need to be considered *Income tax issues: impact on timing of other income *Using Roth IRAs and Roth contribution programs to best advantage *Conversions: do they still make sense? *Taking distributions: matching timing to client requirements *Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed *What to do about itemized deductions *Trans-generational planning: conversions, income and gain-splitting *HSAs *Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future *Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
| 2/1/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1176: Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (21WS-1176)*What’s NEW for this year - Items all practitioners must know *The "revised" Form 1040 and Schedules 1 - 3 *Qualified Business Income -- Coverage of §199A including the real estate safe harbor *A tour of the most recent forms changes, starting from gross income and ending with alternative minimum tax (AMT) and selected credits, including the latest IRS guidance on significant recent tax legislation *How will clients (and practitioners) interact with IRS in the future? *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Advanced practice issues *Things your parents taught you? *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant *Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property *Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties |
| 1/25/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1246: Surgent's Introduction to Forensic Accounting (Webinar) (21WS-1246)*Review of the different aspects of forensic accounting *The civil litigation process as it relates to forensic accounting *Litigation services provided by forensic accountants *Fraud detection and prevention *Various types of fraud *Training and certifications in forensic accounting *Forensic accounting in bankruptcy proceedings *Forensic accounting in family law proceedings *Calculating damages for use in litigation *Valuations *Ethical issues pertinent to forensic accounting |
| 2/28/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1290: Surgent's Introduction to Forensic Accounting (Webinar) (21WS-1290)*Review of the different aspects of forensic accounting *The civil litigation process as it relates to forensic accounting *Litigation services provided by forensic accountants *Fraud detection and prevention *Various types of fraud *Training and certifications in forensic accounting *Forensic accounting in bankruptcy proceedings *Forensic accounting in family law proceedings *Calculating damages for use in litigation *Valuations *Ethical issues pertinent to forensic accounting |
| 3/21/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WS-1218: Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession (Webinar) (21WS-1218)*Data-driven decision making processes *Top technology trends and related risks, including cloud computing, AI, RPA, and blockchain applications *Common IT security risks and controls *Requirements of SAS 142 *Use of analytical procedures on professional engagements |
| 2/10/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1222: Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Webinar) (21WS-1222)*What stock options are and why they are growing in popularity *How stock options work, including the process of conveyance and vesting *How to exercise stock options and the implications from doing so *The risks associated with stock options and how to manage exposure *Tax consequences and updates regarding stock options *Strategies for selecting the best time to exercise stock options *The difference between the two types of stock options: non-qualified and incentive *The basic terminology relevant to owning and exercising options |
| 2/14/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1204: Surgent's Management Fundamentals (Webinar) (21WS-1204)*What it takes to be effective as a manager *Exploring the challenges that get in the way *Looking at the driving forces that have evolved how managers engage with employees today *Motivating employees of multi-generations *Twelve practices that can be adopted to influence employees to become more engaged *Identifying what it takes to develop employees *Delegation and accountability |
| 2/4/2022 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WS-1296: Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances (Webinar) (21WS-1296)*Recent trends: M&A activity; contributing factors/reasons for record levels; examples of recent transactions; recent changes to U.S. taxes; inversions; strategic spin-offs/splits; internal venture capital activities; incubators *Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations *Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don’ts *Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results |
| 3/24/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1160: Surgent's Going Concern Accounting and Reporting Considerations in the COVID-19 Environment (Webinar) (21WS-1160)*Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 *Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty *The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services *New requirements of SAS No. 132 and SSARS No. 24 related to an auditor’s responsibility for considering going concern uncertainty? |
| 1/20/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-0031: Surgent's Ethical Considerations for the CPA (Webinar) (22WS-0031)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 4/12/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 22WS-0027: Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Webinar) (22WS-0027)*Topic 606’s five-step revenue recognition model *Determining whether to recognize revenue over time or at a point in time under Topic 606 *Other unique considerations in applying the five-step model for entities currently using SOP 81-1/ASC 605-35 *Accounting considerations related to COVID-19-driven changes to revenue recognition processes *Lessons learned and best practices from entities already adopting Topic 606 |
| 4/8/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-0048: Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (22WS-0048)*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 |
| 4/21/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1237: Surgent's Understanding Non-Compete Agreements (Webinar) (21WS-1237)Coming soon! |
| 2/22/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1229: Surgent's Mastering Accounting for Income Taxes (Webinar) (21WS-1229)*The sources of deferred tax assets and liabilities *Calculating the deferred tax asset or liability *Reporting income-tax expense and balance sheet items *CARES Act accounting implications *Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities *Disclosure requirements *Recent and proposed changes to the accounting and disclosure requirements for income taxes |
| 2/17/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1264: Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Webinar) (21WS-1264)*Topic 606’s five-step revenue recognition model *Determining whether to recognize revenue over time or at a point in time under Topic 606 *Other unique considerations in applying the five-step model for entities currently using SOP 81-1/ASC 605-35 *Accounting considerations related to COVID-19-driven changes to revenue recognition processes *Lessons learned and best practices from entities already adopting Topic 606 |
| 3/8/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-0044: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (22WS-0044)*Economic update *Leadership and management changes as a result of the pandemic *Managing for productivity *Metrics and benchmarking *Social media's place in our organization |
| 4/20/2022 | 12 - 3:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| 21WS-1251: Surgent's Applying ASC 820: The Basics of Fair Value Accounting (Webinar) (21WS-1251)*Applicability of the use of ASC 820 *The "exit price" approach *Examples of market, cost and income approaches to estimating fair value *Use of Level 1, 2 and 3 inputs in determining fair value |
| 3/2/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1249: Surgent's The Accountant as the Expert Witness (Webinar) (21WS-1249)*Becoming qualified as an expert witness *Best practices for testifying at trial *Understanding the different roles accountants can play in litigation *Working with attorneys to prepare and present a case at trial *The role of experts in commercial versus personal injury litigation *Confidentiality orders *Compensation for expert witnesses *Preparing for and attending depositions *Daubert challenges to experts *Expert reports *The role of experts in antitrust, securities litigation, and professional liability cases *Credibility as a witness |
| 3/1/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-0012: Surgent's Ethical Considerations for the CPA (Webinar) (22WS-0012)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 4/5/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WS-1200: Surgent's New Rules Regarding the Calculation and Tax Reporting of a Partner's Basis and Capital Account (Webinar) (21WS-1200)*How a partner’s outside basis and capital account differ *Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L *IRS requirement to report partner tax basis on the transactional approach *How to compute a partner’s initial tax capital account for 2020 *Implications if a capital account is negative *Deficit restoration accounts and qualified income offsets *Modified outside basis method and modified previously taxed capital method *Determining a partner’s beginning capital account for 2020 for a partnership that did not use the tax basis method in 2019 *Beginning capital account for partnerships and partners already reporting on the tax basis |
| 2/3/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1243: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (21WS-1243)*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season *Key new tax and practice developments and how they impact the current-year tax forms for individuals |
| 2/24/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1301: Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Webinar) (21WS-1301)*Differences between planning and budgeting *The business model *Strategic plan, marketing plan, and technology plan *Financial forecasting and financial risk analysis *Five-year operating plan and the sales/income plan *Intermediate planning and capital equipment planning *One-year operating plan and monthly planning *Cash plan and risk plan |
| 3/25/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1278: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (21WS-1278)*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 |
| 3/14/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1257: Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (21WS-1257)*Annual update of the changes affecting 401(k) plans *Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc. *Best practices for engagement planning, internal controls, risk assessment, and detailed testing *How to avoid common mistakes made while performing audit procedures *Plan mergers and acquisitions *Common audit reporting and disclosure issues *The new audit standard for employee benefit plans |
| 3/4/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-0029: Surgent's Resilience: The Ultimate Leadership Skill for Accountants - How to Build it in Yourself and Others (Webinar) (22WS-0029)*Bounce back from adversity and pressure *Avoid giving up too soon *Reframe challenges *Learn resilience and transform from mistakes |
| 4/12/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1190: The Best Federal Tax Update Course by Surgent (Webinar) (21WS-1190)*The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of §529 plans and 401(k) retirement plans for part-time workers *The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs *The CARES Act changes to §163(j), §461(I), and NOL rules *Bonus depreciation rules and expansion of §179 *Expansion of number of taxpayers able to use the cash method of accounting *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of §199A and its alteration of pass-through taxation and planning *Crypto currency *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 *The latest issues related to any other late-breaking tax law changes |
| 1/28/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1172: Surgent's Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (Webinar) (21WS-1172)*The requirement to attach a basis schedule to the Form 1040 for an S corporation shareholder claiming a loss *How to determine S corporation shareholder stock and loan basis *The positive and negative basis adjustments S corporation shareholders make and the order in which they are made *The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses *Shareholder loan basis rules |
| 1/24/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1239: Surgent's Successful Communication (Webinar) (21WS-1239)*The communication process and barriers that get in the way *Techniques for overcoming barriers *Understanding and self-assessment of each component of the communication process *Gaining skills to listen more effectively, especially in stressful situations with heightened emotions *Action plan to apply techniques in the workplace for communication success |
| 2/23/2022 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WS-0019: Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (22WS-0019)*Taking a strategic perspective relative to risk management and crisis management *Analyzing the impact of current trends in human resources practices in the coming decade on an organization *Analyzing the impact of the credit markets on your banking relationships and the financial needs of the organization and the organization’s ability to raise capital *Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making *Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction *Managing the debt and equity mix for your organization in a rapidly changing economic landscape *Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally *Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning *Evaluating retirement programs with Social Security funding for your employees *Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment *Influencing growth through acquisition of distressed organizations *The economic way ahead for the CFO/Controller in 2020 and beyond |
| 4/6/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 21WS-1253: Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Webinar) (21WS-1253)*Understanding the time commitment required to start and run a business *Selecting a corporate structure to protect your personal assets *Building your product or service *Sales and marketing in your business *Establishing your owners, investors, managers, and employees *Accounting, recording-keeping, and other software programs *Leases, contracts, and employee agreements *Protecting intellectual property *Insurance *Business plans *Financing *Market position |
| 3/2/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1192: Surgent's Guide to Payroll Taxes and 1099 Issues (Webinar) (21WS-1192)*Statutory employees, independent contractors, and possible changes to §530 relief *Using SS-8 *The CARES Act and employer responsibilities for Form 941 *Payroll Tax Penalties -- Who is a responsible person? *Forms W-2, 1099, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates *Understanding payroll tax responsibilities in the gig economy |
| 1/28/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-0054: Surgent's Ethical Considerations for the CPA (Webinar) (22WS-0054)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 4/27/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WS-1280: Surgent's Going Concern Accounting and Reporting Considerations in the COVID-19 Environment (Webinar) (21WS-1280)*Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 *Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty *The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services *New requirements of SAS No. 132 and SSARS No. 24 related to an auditor’s responsibility for considering going concern uncertainty? |
| 3/15/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-0010: Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (22WS-0010)*The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor *How disgruntled independent contractors can use IRS Form 8919 against a former employer *When and how to use §530 as a defense in worker classification audits *What is "industry practice" for §530 purposes *Common sense steps that will avoid characterization of workers treated as independent contractors as employees *The IRS’s Voluntary Classification Settlement Program — advantages and disadvantages |
| 4/1/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1275: Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Webinar) (21WS-1275)*Differences between planning and budgeting *The business model *Strategic plan, marketing plan, and technology plan *Financial forecasting and financial risk analysis *Five-year operating plan and the sales/income plan *Intermediate planning and capital equipment planning *One-year operating plan and monthly planning *Cash plan and risk plan |
| 3/11/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-0033: Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Webinar) (22WS-0033)*Differences between planning and budgeting *The business model *Strategic plan, marketing plan, and technology plan *Financial forecasting and financial risk analysis *Five-year operating plan and the sales/income plan *Intermediate planning and capital equipment planning *One-year operating plan and monthly planning *Cash plan and risk plan |
| 4/13/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1231: Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (21WS-1231)*Major 2021 tax form changes as they relate to individual taxpayers *Key new tax developments as they relate to 2021 and how they impact the 2021 tax forms |
| 2/17/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WS-1279: Surgent's Project Management: Tips, Tricks and Traps (Webinar) (21WS-1279)*Contrasting project management with operations management *Reviewing organizational culture and how it applies to project management *The various types of project management including Agile, Scrum, Waterfall, Critical path, and others *Looking at risk management software and its application in different types of project management *Managing and leading project management stakeholders |
| 3/14/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-0042: Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (22WS-0042)Coming soon! |
| 4/19/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 22WS-0021: Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession (Webinar) (22WS-0021)*Data-driven decision making processes *Top technology trends and related risks, including cloud computing, AI, RPA, and blockchain applications *Common IT security risks and controls *Requirements of SAS 142 *Use of analytical procedures on professional engagements |
| 4/6/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1168: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (21WS-1168)*The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs *New partnership tax basis capital account reporting requirements *The SECURE Act, including IRA and RMD changes *Impact of the Tax Cuts and Jobs Act on S corporations and partnership entities including coverage of Section 199A *Partnership Audits *Opportunity Zones *Selected Practice and Reporting Issues: What’s new? *A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships *Choice of entity issues: Is the C corporation more of a viable choice after tax reform? Will it become preferred? *Impact of the CARES Act on sections 163(j) and 461(l) *Debts between entity and the investors *Impact of the net investment income tax on the owners of pass-through entities *Any late-breaking tax legislation *Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| 1/21/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1199: The Best Federal Tax Update Course by Surgent (Webinar) (21WS-1199)*The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of §529 plans and 401(k) retirement plans for part-time workers *The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs *The CARES Act changes to §163(j), §461(I), and NOL rules *Bonus depreciation rules and expansion of §179 *Expansion of number of taxpayers able to use the cash method of accounting *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of §199A and its alteration of pass-through taxation and planning *Crypto currency *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 *The latest issues related to any other late-breaking tax law changes |
| 2/3/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-0049: Surgent's Annual Update for Defined Contribution Plans (Webinar) (22WS-0049)*Common risks and pitfalls associated with defined contribution plans *Nuances of the fair value disclosures *New reporting and disclosure requirements for the current year *Results of DOL Audit Quality Study |
| 4/22/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1214: Surgent's Resilience: The Ultimate Leadership Skill for Accountants - How to Build it in Yourself and Others (Webinar) (21WS-1214)*Bounce back from adversity and pressure *Avoid giving up too soon *Reframe challenges *Learn resilience and transform from mistakes |
| 2/9/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-0060: Surgent's Assessing the Risk of Fraud In a Financial Statement Audit (Webinar) (22WS-0060)*Fraud landscape in the United States *Fraud risk procedures as updated by recently issued standards *Most likely fraud types found in small to midsize entities *Internal controls to prevent and detect fraud *What to do when fraud or suspected fraud is identified *Case studies based on recent frauds *Cyber fraud schemes and how to prevent/detect them *Analytics that can be used as fraud risk procedures *Assessing the risk of grant fraud in a Single Audit |
| 4/29/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-0046: Surgent's Mastering Accounting for Income Taxes (Webinar) (22WS-0046)*The sources of deferred tax assets and liabilities *Calculating the deferred tax asset or liability *Reporting income-tax expense and balance sheet items *CARES Act accounting implications *Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities *Disclosure requirements *Recent and proposed changes to the accounting and disclosure requirements for income taxes |
| 4/20/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1294: Surgent's Industry Accountant Toolkit (Webinar) (21WS-1294)*Key tools used by businesses and financial professionals across the globe to measure performance *Detailed, real-world examples of businesses utilizing these tools |
| 3/23/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1202: Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (21WS-1202)*Review an error-prone "staff-prepared" Form 1040 from client-provided information *Several new reporting issues for the reviewer to consider, such as the CARES Act rules for retirement plan distributions, rollovers, self-employment tax deferrals, and the Recovery Rebate Credit *What are common errors preparers make and what are the areas generating malpractice claims? *The importance of engagement letters, questionnaires, and §7216 permission statement *Initial administrative groundwork *Identifying organizing issues in the tax return to be reviewed *Avoiding "willful blindness" *Efficient review of certain advanced issues for income, adjustments, deductions, and credits *Effective procedures for delinquent clients, filing past-due tax returns *First-time client issues requiring extra scrutiny *Multiple checklists of efficient procedures to identify potential issues on a 1040 return *Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients *Professionals acting professionally |
| 2/3/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-1291: Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (21WS-1291)*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 |
| 3/21/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1234: Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (21WS-1234)Coming soon! |
| 2/18/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1295: Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Webinar) (21WS-1295)*Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606 *The FASB’s new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance *Presentation and disclosure requirements *Accounting considerations related to COVID-19-driven changes to revenue recognition processes *Lessons learned and best practices for improving business processes related to revenue recognition going forward |
| 3/23/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1175: Surgent's What CPAs Should Know About Trust Instruments (Webinar) (21WS-1175)*Legal definitions & principals involving estates & trusts *Basic principles regarding property ownership *Types of trusts commonly used *Trust accounting fundamentals *Certain clauses that are important to understand *Formula valuation clauses *Requirements for a trust to be a qualified designated beneficiary of an IRA *Using IRD to fund charitable bequests |
| 1/24/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1303: Surgent's How to Conduct an Effective Virtual Interview (Webinar) (21WS-1303)*Assessing the organizational fit of a candidate *Reducing bias throughout the interview process *Successfully conducting a virtual interview *Key legal dos and don’ts of the interviewing process? |
| 3/29/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1307: Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Webinar) (21WS-1307)*Overview of ERM and how it affects all organizations *What COVID-19 has taught us about risk management *Risk tolerance and developing a plan *Risk identification *Risk analysis *Risk responses *Strategy risk |
| 3/31/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1272: Surgent's Ethical Considerations for the CPA (Webinar) (21WS-1272)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 3/11/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WS-1223: Surgent's Ethical Considerations for the CPA (Webinar) (21WS-1223)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 2/15/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WS-1159: Surgent's Real Estate Taxation: Critical Considerations (Webinar) (21WS-1159)*The impact the Tax Cuts and Jobs Act has had on the real estate industry *Determining the basis when acquiring real estate *Rental operations *Depreciation and recapture *Calculation of gain or loss on sale of real estate *Passive activity losses *Installment sales |
| 1/19/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1226: Surgent's Going Concern Accounting and Reporting Considerations in the COVID-19 Environment (Webinar) (21WS-1226)*Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 *Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty *The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services *New requirements of SAS No. 132 and SSARS No. 24 related to an auditor’s responsibility for considering going concern uncertainty? |
| 2/16/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WS-1167: Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (21WS-1167)*Advanced technical practice and reporting issues for business entities *Individuals are NOT the only victims of Identity Theft *Marijuana industry may expect increased tax compliance efforts *New Form 1065 steps for reporting capital *New partnership reporting for property contributions *Late filing penalties and small partnership relief *What is terminating S corporations today? *"Substance over Form" argument of shareholder loans *Advanced study of "At-Risk" loans *Employer W-2 correction requests *To Deduct or Not to Deduct -- When a taxpayer receives a PPP loan *White House 2021 Budget Points *On-Demand Payroll issues and other off-the-beaten-path business practice issues *Reporting eligible §1231 gains from Qualified Opportunity Zone Business Property *Don't get caught watching the paint dry -- What is hot and new *What is terminating S corporations today? *Special allocation issues of §704 *Final regulations for allocating depreciation recapture to partners and members of LLCs |
| 1/21/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-0047: Surgent's Examining the New Lease Accounting Standard: More Than Meets the Eye (Webinar) (22WS-0047)*ASU No. 2016-02, Leases (Topic 842) *Overall lease accounting guidance *Lessor Accounting 101 *Lessee Accounting 101 *Detailed review of accounting by lessees and lessors *Sale and leaseback transactions *Transition guidance *Other operational issues *Recently issued updates to the lease accounting guidance *FASB guidance on accounting for COVID-19-related rent concessions *Feedback from the public company adoption of Topic 842 |
| 4/21/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-0025: Surgent's Applying ASC 820: The Basics of Fair Value Accounting (Webinar) (22WS-0025)*Applicability of the use of ASC 820 *The "exit price" approach *Examples of market, cost and income approaches to estimating fair value *Use of Level 1, 2 and 3 inputs in determining fair value |
| 4/8/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-1216: Surgent's Lessons Learned from Successful Companies (Webinar) (21WS-1216)*Creating a visionary company *Traits of successful, visionary companies *Goal setting to create a successful organization *The role of experimentation and failure in achieving success *How successful organizations emphasize learning new skills *The role of effective communication in achieving corporate success *The importance of emotional intelligence in building corporate culture *How leadership can direct a company toward success |
| 2/10/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WS-1293: Surgent's Accounting Chaotics: Managing Organizational Change and Stress in a Turbulent Work Environment (Webinar) (21WS-1293)*Learn the power of flexibility and adaptability *Manage daily changes and stressors *Avoid burnout and achieve work-life balance |
| 3/22/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21SS-0001: Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (21SS-0001)*Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculationof DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts *Fluctuating trusts - Simple one year, complex the next*Dividing income in the year of death *Overview of Subchapter J *Form preparation issues - Filing requirements and line-by-line explanations of Form 1041 *Taxable income of estates and trusts and expense allocation issues *Specific deductions and miscellaneous itemized deductions *Income in respect of a decedent *The income distribution deduction calculation *Relation of principal and income law to DNI *Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Comprehensive DNI case study, with principal (cost and FMV)and income reconciliation*Comprehensive trustand estate case studies, with filled-in forms |
| Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
| 21SS-0002: Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (21SS-0002)*Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculationof DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts *Fluctuating trusts - Simple one year, complex the next*Dividing income in the year of death *Overview of Subchapter J *Form preparation issues - Filing requirements and line-by-line explanations of Form 1041 *Taxable income of estates and trusts and expense allocation issues *Specific deductions and miscellaneous itemized deductions *Income in respect of a decedent *The income distribution deduction calculation *Relation of principal and income law to DNI *Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Comprehensive DNI case study, with principal (cost and FMV)and income reconciliation*Comprehensive trustand estate case studies, with filled-in forms |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| 21SS-0003: Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Self-Study) (21SS-0003)*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues *Who files Form 1065, and who does not file Form 1065*Trade or Business income and expenses versus Separately Stated Items*The importance of Schedule M-1*Maintaining Capital Accounts*Partnership distributions -- current or liquidating, cash or property *How to allocate recourse and nonrecourse debt*Self-employment tax issues *Complete coverage of any new legislation enacted before presentation *Other developing issues and hot topics*Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)*Partnership reporting oddities*Accurately preparing partnership returns and reconciling book income to taxable income |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| 21WX-3009: Outlook: Manage Your Inbox With Maximum Efficiency (Webinar) (21WX-3009)The major topics that will be covered in this course include:*Orientation to the Outlook interface and navigation*Customizing your inbox display to meet your preferences*Using folders to organize your messages*Using QuickSteps and Rules to automate the processing of inbound emails*Tools for deleting and archiving your emails*Managing your junk mail settings*Understanding all email option settings |
| 2/17/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WX-3176: Tools To Get Your Clients Organized (Webinar) (21WX-3176)*Taking an inventory of finances*Settling affairs at the end of life*How to work with the client during this time |
| 3/9/2022 | 1:30 - 2:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-2930: OneNote: Mastering Organization of Your Notes & Correspondence (Webinar) (21WX-2930)The following topics will be covered in this course:*Navigating the OneNote interface*Best practices for notebook organization*Learn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooks*Using OneNote with OneDrive to share and collaborate with internal and external users*Creating and using templates to streamline your notebook management*Integrating OneNote with your task manager*Using the power of tags to manage and search your content*Using OneNote on your tablet and smartphone |
| 2/9/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2958: Emotional Intelligence: The Critical Factor in Success (Webinar) (21WX-2958)The major topics that will be covered in this class include:*What is 'Emotional Intelligence'*Understand emotions, your emotions and others*Utilize appropriate social skills*Understand the value of a timely pause*Why should you forgive and forget?*Properly managing emotions*Know how to handle pressure and setbacks |
| 2/14/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2949: Corporate Ethics Cases in Diversity and Inclusion (Webinar) (21WX-2949)*Everyone can experience discrimination or harassment*What the AICPA Code of Professional Conduct says about harassment and discrimination*Other sources of ethical guidance*Recent EEOC Cases*Learning about each other |
| 2/11/2022 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 21WX-3205: Risk Management in a Post-COVID World (Webinar) (21WX-3205)The major topics that will be covered in this class include:*Black Swan Risks *Role of Finance, Internal and External Auditors*COSO's Risk Management Standards*The COSO Cube*The COSO Double Helix*Risk Management Definitions *Event Identification*Expected Value Analysis*The Heat Map*The World Economic Forum Global Risk Reports*Alternative Risk Responses*Avoidance*Reduce/Increase*Share*Accept *Lessons from the Great by Choice Research *Personal Risk Management |
| 3/14/2022 | 8 - 9:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 21WX-3444: An Ethical Framework: How It Works (Webinar) (21WX-3444)*Structure of Professional Ethics*The Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board *What Happens When an Ethics Complaint is Received*Case Studies |
| 4/11/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-3470: IRS Exams with Indications of Fraud (Webinar) (21WX-3470)The major topics that will be covered in this class include:*How to handle an audit where there are indications of fraud by the taxpayer the IRS has not found, yet*Navigating issues involved including associated problems*Clarity on involving attorneys |
| 4/12/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3604: Remote Working for Accountants (Webinar) (21WX-3604)The major topics that will be covered in this class include:*Remote working overview*Pros and cons of remote working*Remote work case studies*Leading remote work software and vendors *Lessons learned to date*Key resources and communities online tarter strategy for accountants |
| 4/26/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2731: Avoid Failures: Succeed Through Experimentation (Webinar) (21WX-2731)The major topics that will be covered in this class include:*Learning by experimentation*The best leaders want experiments and will accept temporary setbacks*How to fire bullets, not cannonballs*Discussion of how to create enduring progress |
| 1/19/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3303: Cash Conversion Cycle: Tools and Techniques (Webinar) (21WX-3303)Topics Discussed:*Why the cash conversion cycle is your organization's lifeblood*Why traditional liquidity measures are no longer sufficient*How the cash conversion cycle provides a complete picture of your organization's cash management issues*Compare four cash management metrics to your organization and your competitors*Understand the arguments for and against cash accumulation |
| 3/24/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3137: The CFO Who Went to Prison (Webinar) (21WX-3137)The major topics that will be covered in this class include:*The importance of values*Identifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies |
| 3/3/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-3472: Lessons in Leadership: Confessions of a Mompreneur (Webinar) (21WX-3472)The major topics that will be covered in this class include:*The three promises to live and work by.*How accountability in action speaks volumes.*The three choices we all have in any given situation.*Leading through learning, listening and leveraging. |
| 4/12/2022 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-3141: Avoiding Death by PowerPoint: Creating Better Presentations (Webinar) (21WX-3141)*Choosing a PowerPoint template*Set up the presentation template*Using PowerPoints' less obvious capabilities*Tell a story*How to begin*Less is more*Make your presentation visually appealing*Cropping and aligning objects*Resources*Creating voiced presentations*Getting the details right |
| 3/4/2022 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-3042: Eldercare Financial Scam Protection (Webinar) (21WX-3042)The major topics that will be covered in this class include:*Exponential growth of aging population due to Baby Boomers *Sources of scams and schemes perpetrated against older adults*Methods to protect older adults from scams*Suspicious Activity Reporting (SAR)*Flagging credit reports and bank accounts*Conservatorships and Guardianships*Where to report elder abuse |
| 2/22/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-3314: Why Adding Compliance Training Can Benefit Your Practice (Webinar) (21WX-3314)The major topics that will be covered in this class include:*Why compliance training?*Risk exposure and fraud*How government investigations begin*Signs of government investigations*What if government investigators call?*Strengthening compliance programs |
| 3/24/2022 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3416: Finding & Reporting 990 Filers' Related Organizations (Webinar) (21WX-3416)The major topics that will be covered in this class include:*The reach of "parent-subsidiary" and "sibling" status when the party who is the subject of "control" is a nonprofit/nonstock entity [note this applies both to ascertaining whether the filer is “controlled by” a related organization OR itself "controls" another nonstock entity]*Understanding what is considered "control" when a potential related organization is: a stock corporation; a partnership or an LLC taxed as a partnership; or a trust*The challenges of both finding “directly-controlled” related organizations versus imputing related organization status through “indirect control" *The two automatic status categories of related organizations: supporting organization connections (one entity being a 501(c)(3) with 509(a)(3) sub-classification from connection to another entity) and VEBA-unique categories *Overview information sought on Schedule R's Parts II-IV once the presence of one or more related organizations is ascertained*Schedule R Part V disclosure demands when a related organization is a "controlled entity" under, and thus subject to, Code section 512(b)(13)'s UBIT-reach*Overview of the Schedule R Part V disclosure requirements for 501(c)(3) filers who have a related organization itself recognized as tax-exempt under 501(c)(x) other than 501(c)(3) |
| 4/6/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3588: Office 365: Using Teams App For Online Meetings and Calls (Webinar) (21WX-3588)The major topics that will be covered in this course include:*Orientation to the Teams app meeting and call features*Initiating an online meeting with audio*Inviting and managing meeting participants*Deep dive review of the meetings toolbar*Recording meetings for playback in the Stream app*Scheduling online meetings via Outlook*Initiating online audio calls*Review the meetings device settings |
| 4/25/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3542: How-To Guide to Fraud Investigations (Webinar) (21WX-3542)The major topics covered in this class include:*Typical asset misappropriation schemes and how they are carried out*Red flags of asset misappropriation schemes*Data analysis, including financial ratios that may identify irregularities*Analyzing financial statements for fraud investigations*In-depth asset misappropriation case study |
| 4/20/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3309: Office 365 OneDrive App: Managing and Storing Your Files (Webinar) (21WX-3309)The major topics that will be covered in this course include:*Orientation to the OneDrive interface and features*Saving files to OneDrive through uploads and directly from applications*Working with OneDrive files in your Office applications*Managing the storage of your files in OneDrive*Sharing access to your OneDrive files internally and externally*Understanding how to manage your OneDrive configuration settings*Using the OneDrive sync app to synchronize files to your local device*Managing the OneDrive sync app settings |
| 3/24/2022 | 12 - 3 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| New 21WX-3274: Resolving Back Tax Debts (Webinar) (21WX-3274)The major topics that will be covered in this class include:*The collection alternatives to resolve a back tax debt*Installment agreements*Uncollectible status*Offers-in-compromise*Bankruptcy |
| 3/21/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3339: Public Charity Qualification Under the Public Support Tests (Webinar) (21WX-3339)The major topics that will be covered in this class include:*Intro to the two public support tests (PSTs), including the various common misconceptions about each test's application*Review of each test, focusing first on the relative ease of PST #1 (that calculated on Schedule A, Part II) which employs a bifurcated test (i.e., an automatic %-age versus a 'facts and circumstance' %-age “in”); thereafter, emphasizing the demands and challenges of PST #2 (calculated on Schedule A, Part III) with its restrictive parameters and dual tests each of which must be passed to be “in”*Practical tips (and materials on same) translating revenue presentation from the Core Form 990 at Part VIII to the line inputs for both PSTs via Schedule A's Parts II and III*Discussion of how to assist organizations who are in danger of flunking one or both PSTs*Analyzing anomalies: explanation of both what comprises an unusual grant and when a filer's PST 1 "facts and circumstances test" argument ages out |
| 3/28/2022 | 11 a.m. - 1:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WX-3626: Handling Complex Related Org Issues: Schedule R's Parts II-V (Webinar) (21WX-3626)The major topics that will be covered in this class include:*Quick refresher of what conditions yield "parent,” “subsidiary" or "sibling" status in the case of a party who is a nonprofit/nonstock entity*Review of the definition of "control" applied to: stock corporations, entities taxed as a partnership, and trusts *Deep dive into the nuances of “indirect control” under IRC section 318's constructive ownership rules*Finding “sibling” organizations due to “joint control” in place under multiple parties*Handling bifurcated “questionnaire needs” with a filer's Trustees/Directors and employees regarding Board service on other nonprofits versus those necessary with current and former Part VII-A managers (including High 5s) regarding compensation*Addressing related organization impacts on the count of independent Directors (query made on Core Form Part VI, Line 1) and with respect to potential excise tax exposure under IRC section 4960 *Disclosure specifics for the R's Parts II-IV, and those relating to “transactions” general address on Part V's Line 1 and via dollar amount when Line 2's relevant triggers apply |
| 4/28/2022 | 11:30 a.m. - 2 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WX-3155: Motivating the Right Way: Get the Most From Your Staff! (Webinar) (21WX-3155)The issues and alternatives of motivation.*Why many motivation tactics consistently fail*How to change your motivation tactics to enhance performance*The three things that every professional wants*The new science of effective motivation*How to motivate people today*An action plan to enhance motivation |
| 3/7/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3389: COVID-19: Financial Statement & Disclosure (Webinar) (21WX-3389)The major topics that will be covered in this class include:*COVID-19 impact on the economy, businesses, financial statements and audit engagements*Financial statement implications, including revenue recognition challenges, lease accounting and modification, debt and related issues, CECL for non-financial service companies, equity investments and more*Evaluating going concern analysis, liquidation of basis accounting, subsequent events, and more |
| 4/4/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3358: Ethics: 10 Essential Movies, TV Shows and Books for CPAs (Webinar) (21WX-3358)You will receive summaries of some of the best movies, TV programs, and books for CPAs who want to take their businesses to a higher level of success. Some of the works we'll discuss are:*The Godfather*Aristotle's Nicomachean Ethics*Curb Your Enthusiasm*The Invention of Lying *...and many more! |
| 3/30/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-3440: The New Psychology of Fraud with Dr. Toby Groves (Webinar) (21WX-3440)The major topics that will be covered in this class include:*How we unwittingly assist in the production of misleading information *The neuroscience of psychopathy*Behavioral profiling*The new psychology of skepticism*Cognitive errors including attribution and overgeneralization*How experience, intuition and assumptions can cause cognitive errors |
| 4/8/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2974: Fraud Recon: A New Look at Fraud, Data Analytics & Behavior (Webinar) (21WX-2974)The major topics that will be covered in this class include:*Replacing outdated theories and tools of fraud detection and deterrence*Steps for handling suspected fraud*Everyday actions that can be taken to detect and deter fraud*Data and behavioral analysis in fraud detection and deterrence |
| 2/15/2022 | 10 a.m. - 1 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WX-2826: Tax Practice Standards (Webinar) (21WX-2826)The major topics that will be covered in this class include:*How tax professionals have a heavy responsibility to serve the client, yet still properly adhere to the multitude of tax rules.*How tax standards help guide the practitioner to maintain objectivity, avoid conflicts of interest and provide high quality professional client services*Real-life examples from the speaker's extensive experience as a tax practitioner and as an expert witness in accounting malpractice cases to illustrate these concepts. |
| 1/28/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WX-3124: GAAP: Generally Accepted Awesome Presentations (Webinar) (21WX-3124)The major topics that will be covered in this course include:*Develop compelling and useful presentations*What not do in a presentation*Essential PowerPoint dos and don'ts *What to do before, during and after presentations |
| 3/2/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2962: Foresight & Futurethink: Making Intelligent Predictions (Webinar) (21WX-2962)The major topics that will be covered in this class include:*How to develop foresight*The benefits and pitfalls of prediction*Identifying and defining “business-intelligence” |
| 2/14/2022 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-3198: Blazing a Digital Trail: Making Friends with Robots (Webinar) (21WX-3198)The major topics that will be covered in this class include:*Emerging technologies*Spotting opportunities to use automation*Resources to learn more about specific technologies |
| 3/14/2022 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2877: Motivating the Right Way: Get the Most From Your Staff! (Webinar) (21WX-2877)The issues and alternatives of motivation.*Why many motivation tactics consistently fail*How to change your motivation tactics to enhance performance*The three things that every professional wants*The new science of effective motivation*How to motivate people today*An action plan to enhance motivation |
| 2/3/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2776: Interview: Leveraging Change and Inspiring Innovation (Webinar) (21WX-2776)The major topics that will be covered in this class include:*How to develop creativity and resilience*Decision-making guidance for growth and adaptability*Inspiring innovation in your team |
| 1/24/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3158: Advanced Negotiations: Beyond Getting to Yes (Webinar) (21WX-3158)The major topics that will be covered in this class include:*What happens when you are in a negotiation*Preparing to negotiate*Get your counterpart to solve the problem*Negotiation Jujitsu*Reading your counterpart |
| 3/8/2022 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-3410: Understanding the Form 990 and its Preparation Prerequisites (Webinar) (21WX-3410)The major topics that will be covered in this class include:*Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules*Address of the definition's key factors that make a third-party organization a "related organization"*Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) – or as a High 5) and understanding what is the definition and measure of "reportable compensation"*Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L*Applying the definition of "business relationship" as same is used in Part VI*Sequencing of the form's preparation tasks and who to go to for information*Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators |
| 4/5/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3535: Partnerships: How to Calculate the Partner's Basis (Webinar) (21WX-3535)The major topics covered in this class include:*How to calculate tax basis capital accounts*Calculation of basis when the entity is formed, including the impact of contributed property*Explains the use of both "inside" and "outside" basis determination*Clarifies the importance of partnerships capital accounts and partnerships debt on partner's tax basis*Comprehensive example to illustrate the mechanics of the basis determination process*Discusses how basis is impacted by distributions of partnership property*Explanation of how basis is impacted by sale and/or liquidation of the partnership interest |
| 4/19/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3267: Google Location Intelligence Tools for Accountants (Webinar) (21WX-3267)*How Google Collects its Location Data*Google My Business*Google Maps *Google Streetview*Google Earth*Google MyMaps *Google Tour Builder*Google Indoor Maps*Google Trends*Google Market Finder*Google Analytics*Google Spreadsheet Maps*Google Transit*Google Flights*Google Hotel Metasearch*Google Trips*Google Local Guides *Google Fusion Tables*Google Maps APIs |
| 3/21/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2987: How to Perform a Business Financial Health Checkup (Webinar) (21WX-2987)The major topics that will be covered in this class include:*The importance of managing the “control environment” of an entity to be successful and determining the state of the “control environment” of an entity*How to create "goal" statements that achieve results*How to use analytical procedures to identify misstatements in financial information*How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity*Techniques for developing a “workable” business plan*Recasting GAAP financial statements into powerful management tools*Developing and using benchmarks *Identifying profitability key factors*The relationship of internal controls and the health of an entity plus common weaknesses in internal controls using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses |
| 2/16/2022 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WX-3043: Excel: Fundamentals, Data Entry and Basic Formulas (Webinar) (21WX-3043)The major topics that will be covered in this class include:*Review of the Excel interface*Basic data entry tasks using the fill command, range selection and copy & paste*Basics to creating formulas (absolute/relative reference, auto-computer, functions) |
| 2/22/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3028: COVID-19: Complex Financial Statement and Reporting Issues (Webinar) (21WX-3028)The major topics that will be covered in this class include:*COVID-19 financial statement presentation and reporting challenges*Accounting for discontinued operations and insurance proceeds*Discussion of key financial reporting and audit considerations*Evaluating the impact of subsequent events and ongoing concern on financial reporting and disclosure and the auditors' reports |
| 2/21/2022 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3130: Things I Think I Think: Valuation of Intellectual Property (Webinar) (21WX-3130)The major topics that will be covered in this course include:*The characteristics of intellectual property*The different types of intellectual property*The factors that add to or detract from the value of intellectual property*Different methods of determining the value of intellectual property |
| 3/2/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3167: The A.R.T. of Work: Accountability, Respect & Trust at Work (Webinar) (21WX-3167)The major topics that will be covered in this class include:*Ethical Values and Principles*Clarifying Expectations*Human Nature and Responding to Mistakes*Components of Workplace Respect and Trust |
| 3/8/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-2980: S Corporations: How to Calculate Shareholder Basis (Webinar) (21WX-2980)The major topics covered in this class include:*How to calculate basis when the entity is formed*Impact of contributed property*Explanation of the importance of shareholder loans to the entity*Comprehensive example of the mechanics of the basis determination process*How basis is impacted by distributions of corporation property*How basis is impacted by the sale/liquidation of S corporation interest*How S corporation losses impact Form 1040, Schedule E reporting*Illustration of how to get from the Schedule K-1 information to the basis calculation |
| 2/15/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3236: Corporate Ethics Cases in Diversity and Inclusion (Webinar) (21WX-3236)*Everyone can experience discrimination or harassment*What the AICPA Code of Professional Conduct says about harassment and discrimination*Other sources of ethical guidance*Recent EEOC Cases*Learning about each other |
| 3/17/2022 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New 21WX-3584: Implementation Challenges with the new FASB Lease Standard (Webinar) (21WX-3584)The major topics that will be covered in this class include:*FASB's Accounting Standard Update for Leases Topic 842*Key differences between FASB ASC Topic 842 and ASC Topic 840*Commitments that are on the balance sheet - Operating leases and finance leases*Allocating consideration to lease and non-lease components*Lease payments, discount rate, inception date, commencement date, lease term*Impairments of right of use asset, modifications, subleases*Policy elections and disclosures |
| 4/25/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2988: Individual Tax Update with Steve Dilley (Webinar) (21WX-2988)The major topics covered in this class include:*NEW 2020-21 tax legislative developments and rulings impacting individual taxpayers, including COVID-19 related updates*Update and highlights of recent Acts, including December 2020 and Spring 2021 relief acts*Form 1040 and any significant changes to related forms and schedules*Section 199A update, including rental real estate and other passive activity losses*Capital gains and losses*Child tax credit*Any other key rulings and regulations impacting individual taxpayers |
| 2/16/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2982: Understanding the "Most Common" Form 990 Schedules: A,B & C (Webinar) (21WX-2982)The major topics that will be covered in this class include:*What 990 preparers need to know about the benefits of a 501(c)(3) organization being a public charity rather than a private foundation (and how Schedule A, Part I "claims" such status) *The public policy precepts and resulting emphasis preparers must apply in approaching the predominant (and easier) "public support test" in favor of completion of Schedule A's Part II *The overarching needs behind preparing Schedule B for filing and, as necessary, its related worksheet: which donors are to be listed and with what identifying information required to be provided to the IRS, depending on 501(c) status of the filer; and what information 501(c)(3) filers will omit from the public inspection copy of the 990*Introduction to the baselines driving each of the Schedule C's three Parts: undertaking electioneering in favor of, or opposition to, candidates or the political parties supporting them (Part I); lobbying reporting when same is undertaken either in the tax year (for non-electors) or regardless of activities, when a 501(h) election is in place (Part II); and the existence of the so-called "proxy tax" and its demands when 501(c)(4), (5) or (6) organizations with dues-paying members incur electioneering or lobbying expenses as determined by a Code section that tracks non-exempt organization definitions |
| 2/15/2022 | 1 - 3:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WX-3102: Mixed Reality: Real-Life Holodecks to Optimize Work & Profit (Webinar) (21WX-3102)The major topics that will be covered in this class include:*What is mixed reality? *What value does it offer accountants?*Leading vendors and exhibitions*Virtual reality software*Augmented reality software*3-D modeling*Engineering simulations*Productivity and work case studies*Professional services*Behavioral insights*Development platforms*Sector case studies: training, home automation, transportation, education, legal, law enforcement, medical, military, shopping, fitness, construction, travel, hospitality, gaming, sports, entertainment, advertising*Mixed reality hardware*Help resources*Key takeaways |
| 2/28/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3223: Ethics: IRS Criminal Investigations - Key Lessons for Accountants (Webinar) (21WX-3223)*Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*New England*Middle Atlantic*East *North*Central*West *North Central*South Atlantic*East South *Central West *South Central*Mountain*Pacific*How accountants can add value to their operations by aiding law enforcement and fighting economic crime |
| 3/16/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-2968: Surviving and Pivoting to the Next Normal (Webinar) (21WX-2968)The major topics that will be covered in this course include:*Financial survival*Business assessment*Innovating your business model |
| 2/14/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3447: Dealing with Non-Filers (Webinar) (21WX-3447)The major topics that will be covered in this class include:*How to bring non-filers back into the tax system*Assisting non-filers with resolving their tax nightmare |
| 4/11/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3568: Ethics: How to Attract and Keep the Best Clients (Webinar) (21WX-3568)We'll do a deep dive into the four elements of accountability:*Keeping your promises*Considering the consequences of your actions*Taking responsibility for your mistakes*Correcting your mistakes We'll also discuss the differences between good and bad clients. Hint: it's not just about how long it takes for you to get paid.We'll conclude with a Call to Action so that you can put a few of the lessons from this webinar into practice immediately. Even doing one of the items that Bruce suggests will enrich your accounting practice and your life. |
| 4/22/2022 | 9:30 - 10:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-3132: COVID-19: Financial Statement & Disclosure (Webinar) (21WX-3132)The major topics that will be covered in this class include:*COVID-19 impact on the economy, businesses, financial statements and audit engagements*Financial statement implications, including revenue recognition challenges, lease accounting and modification, debt and related issues, CECL for non-financial service companies, equity investments and more*Evaluating going concern analysis, liquidation of basis accounting, subsequent events, and more |
| 3/3/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3319: Complex Manager Comp Scenarios: Core Form VII-A & Schedule J (Webinar) (21WX-3319)The major topics that will be covered in this class include:*Exploration of the challenges in determining a filer's: current Key Employees versus Officers; and those who need be disclosed as “formers” – individuals with "current" status in prior years but NOT in the current year, who then are to be tested for either “former” Officer/Key Employee/High 5 status or “former” Trustee/Director status*Why and how all of this matters (including the additional compensation detailing that is required on Schedule J's Part II when a manager's circumstances "trigger" that schedule's application)*Handling the recalcitrant Trustee-Director who claims limited involvement with the filer's governance and Officers and other managers who may refuse to return questionnaires*Further exploration of key compensation reporting challenges: (1) required "dial back" to the calendar year for organizations with a year other than 12/31; (2) 990-instructions-defined “deferred comp” overall and via examples; (3) compensation disclosures (and reporting exceptions) in BOTH cases of related organization's pay and when compensation is paid by an Unrelated organization to an individual who is serving the filer; and (4) comparison of 990 reporting of compensation with IRC section 4960's "remuneration"-based excise tax*Complex third-party payor reporting situations: procuring services of an individual from a management company or employee-leasing organization; common paymaster reporting scenarios; and when an individual's services to the filer are paid by an Unrelated organization |
| 3/25/2022 | 11:30 a.m. - 2 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WX-3504: Blazing a Digital Trail: Making Friends with Robots (Webinar) (21WX-3504)The major topics that will be covered in this class include:*Emerging technologies*Spotting opportunities to use automation*Resources to learn more about specific technologies |
| 4/15/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2882: Advanced Negotiations: Beyond Getting to Yes (Webinar) (21WX-2882)The major topics that will be covered in this class include:*What happens when you are in a negotiation*Preparing to negotiate*Get your counterpart to solve the problem*Negotiation Jujitsu*Reading your counterpart |
| 2/4/2022 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-3105: Reporting the Results of a Fraud Investigation (Webinar) (21WX-3105)The major topics covered in this class include:*Written reports and supporting documentation*Methods of presenting evidence to help non-accountants understand the numbers*Evaluating reports of opposing experts*Responding to a motion in limine or Daubert challenge as an expert witness*Common lines of questioning for financial experts*Preparing for deposition and trial*Effectively testifying at deposition and trial |
| 2/28/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2741: Presentation Skills for Auditors (Webinar) (21WX-2741)The major topics that will be covered in this course include:*How to connect with your audience*What to do when the unexpected happens*How to use your natural resources to enhance your message*How to narrow your message for maximum impact*What to avoid in a PowerPoint presentation |
| 1/19/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2851: Responsibility to the Public by the CPA (Webinar) (21WX-2851)The major topics covered in this class include:*AICPA Code of Conduct: Responsibility to the Public and Due Care*Case study: Health South*Returning client records*Confidential information*Whistleblowing provisions |
| 2/1/2022 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 21WX-3179: COVID-19: Impact on SSARS and Other Attest Engagements (Webinar) (21WX-3179)The major topics that will be covered in this class include:*Issues and disruptions from the impact of COVID-19 such as financial reporting framework, documentation and understanding of an engagement, non-attest services, performance requirements on review engagements, compilation and preparation engagements and reporting issues*Common findings identified in connection with Peer Reviews on SSARS engagements |
| 3/10/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2883: Blazing a Digital Trail: Making Friends with Robots (Webinar) (21WX-2883)The major topics that will be covered in this class include:*Emerging technologies*Spotting opportunities to use automation*Resources to learn more about specific technologies |
| 2/4/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3322: Excel: Feature Review in 100 minutes (Webinar) (21WX-3322)The major topics that will be covered in this class include:*Review of Excel's features and functions*Walk-through of Excel's ribbons *What the Excel features and functions can do for you |
| 3/25/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3532: Long-Term Care Insurance: Make the Switch (Webinar) (21WX-3532)The major topics that will be covered in this class include:*The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding |
| 4/19/2022 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-3012: A/R and A/P: Effective Management Techniques (Webinar) (21WX-3012)*Leverage technology to manage A/R and A/P*Structure A/R to provide your organization a strategic advantage*Ten ways to collect your money*Make A/P a tool to enhance your Supply Chain's potential*Use bench marking metrics to manage and track the effectiveness of A/R and A/P in cash management |
| 2/18/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2998: Critical Thinking Masterclass (Webinar) (21WX-2998)The major topics that will be covered in this class include:*Cognitive bias*Conducting a “thinking audit”*Metathinking*Professional skepticism*Decision mapping*Habit replacement*Emotional intelligence*Memory enhancement |
| 2/17/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3540: Fraud & Embezzlement: Case Studies from the Trenches (Webinar) (21WX-3540)The major topics that will be covered in this class include:*How organizations can find themselves defrauded due to lax oversight and weak internal controls.*How the existence of the “trusted advisor” creates situations where CPAs can drop their professional skepticism.*Illustrations of the issues companies should look for in preventing fraud and embezzlement. |
| 4/20/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-3526: Resolving Back Tax Debts (Webinar) (21WX-3526)The major topics that will be covered in this class include:*The collection alternatives to resolve a back tax debt*Installment agreements*Uncollectible status*Offers-in-compromise*Bankruptcy |
| 4/18/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3220: Risk Assessment for Small Business Audits (Webinar) (21WX-3220)The major topics that will be covered in this class include:Each element of the risk assessment process:*Understanding the client's business and industry in which it operates*Internal control*Assessing the magnitude and likelihood of risk*Linking risk assessment to substantive audit procedures |
| 3/15/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2961: Financial Statements Display: Form 990 Parts VIII, IX,X & XI (Webinar) (21WX-2961)The major topics that will be covered in this class include:*Statement of Revenue (Part VIII) key definitions: the six rules behind Line 1 (gifts, grants, contribution) and the definitions that drive Line 2 (program service revenue), including characterization of passive investment-type revenues as "program-related investments" *Unique status issues that require inputting of revenues upon Part VIII's Lines 8-10 (the fundraising events or sales, gaming, and sales of inventory lines) *Understanding the unrelated business income tax (UBIT) "self-audit" reporting applied via Part VIII's columns including the baseline definitions that are used to identify revenue streams as either exempt function income, sourced-to-UBI, or UBIT-excepted*Statement of Functional Expenses (Part IX): understanding the natural classifications of costs employed upon the form, and exploration of the relevant definitions as well as common mistakes that result from ignorance of this part's instructions*Balance sheet (Part X) issues overall including handling the reconciliation of P&L yearend assets in Part IX and noting form deficiencies in flagging the possible application of Schedule L |
| 2/14/2022 | 9:30 a.m. - 12 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| 21WX-3116: Introduction to Fraud Case Work (Webinar) (21WX-3116)The major topics that will be covered in this class include:*How to begin working in the area of fraud case work utilizing the same exact tools you currently know, but just changing the way you analyze what you are looking at. *Learn how to create a simple case plan and checklist including tax return vs. accounting files*The importance of source documents *How to read a complaint |
| 3/1/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2833: Unconscious Bias with Dr. Toby Groves (Webinar) (21WX-2833)The major topics that will be covered in this class include:*Advanced strategies to recognize decision-making biases in your work*How audit investigations are affected by unconscious bias*The neuroscience behind implicit associations*Cognitive diversity and group decision making*How stereotypes develop*Ethical decisions and implicit associations |
| 1/29/2022 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-2795: Communicating Financial Information to Non-Accountants (Webinar) (21WX-2795)*The math literacy barrier*The financial literacy barrier*What to say and how to say it*Communicating ideas graphically |
| 1/26/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3473: Motivating the Right Way: Get the Most From Your Staff! (Webinar) (21WX-3473)The issues and alternatives of motivation.*Why many motivation tactics consistently fail*How to change your motivation tactics to enhance performance*The three things that every professional wants*The new science of effective motivation*How to motivate people today*An action plan to enhance motivation |
| 4/12/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3001: Ethics: Get Rich, Lose Weight and Enjoy True Love (Webinar) (21WX-3001)We will begin with a "What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).Next we'll do a deep dive into the five principles of ethical intelligence:*Do No Harm*Make Things Better*Respect Others (by keeping confidences, telling the truth, and keeping your promises)*Be Fair*CareComplete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.We'll conclude with a Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life. |
| 2/17/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-2770: Why Adding Compliance Training Can Benefit Your Practice (Webinar) (21WX-2770)The major topics that will be covered in this class include:*Why compliance training?*Risk exposure and fraud*How government investigations begin*Signs of government investigations*What if government investigators call?*Strengthening compliance programs |
| 1/21/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2799: Excel: Two Must Know Features: Defined Names & Tables (Webinar) (21WX-2799)The major topics that will be covered in this class include:*Using Defined Names in formula creation*Learning how Defined Names can lead to more accurate spreadsheets*Structured calculations in Excel Tables |
| 1/26/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3289: Tomorrow is Promised to Nobody: Business Continuity 101 (Webinar) (21WX-3289)The major topics that will be covered in this class include:*Why business continuity needs to be your first priority.*A simple three-phase approach to business continuity.*Analyzing the impact of a crisis on your business operations.*What kind of redundancies or processes you need to add to ensure you can keep functioning and serving your clients.*How to approach your technology infrastructure for business continuity.*How to communicate your business continuity plans and processes to your team and clients. |
| 3/22/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2940: Excel: Formatting Spreadsheets for Beginners (Webinar) (21WX-2940)The major topics that will be covered in this class include:*Cell formatting basics (fonts, fill, borders, alignment, numbers)*Using quick formatting tools (Cell Styles, copy & pasting, cell formats)*Printing your spreadsheets (page layout, printing to paper and PDF) *Creating and using templates*Create a Default layout (Workbook, sheets, settings) |
| 2/10/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3154: Ethics: What a CPA in Business & Industry Needs to Know (Webinar) (21WX-3154)* Ethics for Members in Business: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Basic Ethics Rules for Members in Business*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Analysis: Members in Business |
| 3/7/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WX-3355: Cases in Corporate Ethics: Discuss Real Life Conflicts (Webinar) (21WX-3355)We introduce new case selections to this seminar every year. Past cases have included these issues:*Can you protect the public interest without violating our profession's confidentiality rules?*How can a corporate world CPA get in trouble with their board of accountancy?*Is a culture of fear and intimidation particularly susceptible to corporate fraud?*How can using the CPA credential get a corporate accountant in trouble?*Is exaggerating your CPE hours a violation of our professional codes of conduct?*What are your options when your employer is clearly breaking the law?*Does any legislation provide effective Whistleblower protection? |
| 3/30/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WX-3272: Power BI: Go Beyond PivotTables with Power Pivot (Webinar) (21WX-3272)The major topics that will be covered in this class include:*Data modeling in Power Pivot*Using basic DAX to create calculations*What are and when to use calculated columns and measures*Using the data model in Power Pivot to create PivotTables*Hierarchies in Power PivotTO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS, CLICK HERE. This course is #6 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.View Series Sequence |
| 3/21/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WX-3061: Risk Assessment: The Foundation of an Audit (Webinar) (21WX-3061)The major topics that will be covered in this class include:*AICPA Audit Quality Initiative audit risk assessment findings and areas of focus*AICPA Audit Standards Board audit risk assessment project |
| 2/23/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3520: Ethics: Uncomfortable Conversations and Inconvenient Truths (Webinar) (21WX-3520)The major topics that will be covered in this class include:*New research in the field of diversity and inclusion*Equity and corporate culture*Change management in the area of diversity and inclusion*Organizational psychology and diversity in teams |
| 4/18/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-2899: Implementation Challenges with the new FASB Lease Standard (Webinar) (21WX-2899)The major topics that will be covered in this class include:*FASB's Accounting Standard Update for Leases Topic 842*Key differences between FASB ASC Topic 842 and ASC Topic 840*Commitments that are on the balance sheet - Operating leases and finance leases*Allocating consideration to lease and non-lease components*Lease payments, discount rate, inception date, commencement date, lease term*Impairments of right of use asset, modifications, subleases*Policy elections and disclosures |
| 2/7/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3534: Outlook: Manage Your Inbox With Maximum Efficiency (Webinar) (21WX-3534)The major topics that will be covered in this course include:*Orientation to the Outlook interface and navigation*Customizing your inbox display to meet your preferences*Using folders to organize your messages*Using QuickSteps and Rules to automate the processing of inbound emails*Tools for deleting and archiving your emails*Managing your junk mail settings*Understanding all email option settings |
| 4/19/2022 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WX-2755: Long-Term Care Insurance: Make the Switch (Webinar) (21WX-2755)The major topics that will be covered in this class include:*The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding |
| 1/20/2022 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-3211: AICPA Auditing Standards Update and Review (Webinar) (21WX-3211)The major topics that will be covered in this class include:*AICPA auditing standards issued during the 18-month period prior to the program*The new SAS 134 audit reports*How to fulfill responsibility to detect fraud under AU-C Section 240*How to assess risk of material misstatements under AU-C Section 315*How to help clients fulfill their responsibility to design, implement and maintain their internal controls*Common deficiencies in audit engagements*How to perform profitable audits |
| 3/15/2022 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WX-3161: Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (21WX-3161)*Risks Associated with Social Media*Sections of the AICPA Code of Professional Conduct That Might Be Violated Using Social Media*Case Study Discussions |
| 3/8/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-2929: Interviewing Skills with Dr. Toby Groves (Webinar) (21WX-2929)The major topics that will be covered in this class include:*Communicating in different cultures*Asking powerful questions*Improvisation techniques useful in interviewing sessions*Metacommunication, para-linguistics and body language*Feedback and active listening |
| 2/9/2022 | 10:30 - 11:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-2909: Critical Thinking for Financial Professionals (Webinar) (21WX-2909)Two Systems of Thinking*System 1*System 2 How cognitive bias can cause you to make bad decisions *Anchoring *Availability *The Dunning-Kruger Effect *The Ikea Effect *The Rhyme as Reason Effect *Substitution 6 Tips for making better decisions |
| 2/8/2022 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-3017: Google Business Tools for Accountants (Webinar) (21WX-3017)*Communication and Publishing *Mobile*Advertising *Online Commerce*Mapping*Webmaster and Cloud Computing *Entrepreneurship*Corporate Social Responsibility*Help Networks |
| 2/18/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3612: Keeping Retirement SECURE: New Act...New Opportunities (Webinar) (21WX-3612)*Review the maximum period over which an inherited IRA can be withdrawn*Changes to Required Minimum Distributions (RMD)*Estate planning considerations |
| 4/27/2022 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-3310: Questions of Willful Blindness (Webinar) (21WX-3310)The major topics that will be covered in this class include:*What is willful blindness?*What is wire fraud?*What is mail fraud?*What is securities fraud?*What influences a prison term. |
| 3/24/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-3261: Success is Not Losing: Risk Management and Disaster Recovery (Webinar) (21WX-3261)The major topics that will be covered in this course include:*Risk management*Disaster response*Business continuity |
| 3/18/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2778: PowerPoint Advanced: Take Presentations From Good to Great (Webinar) (21WX-2778)The major subjects that will be covered in this course include:*Using slide transitions and animation*Customizing the slide layout, handout and notes masters*Designing your own theme*Inserting Excel charts and data*Integrating audio and video files into your presentation*Useful add-on tools and reference materials |
| 1/24/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3585: Insider Dealings and Sunshine: Schedule L's Parts II-IV (Webinar) (21WX-3585)The major topics that will be covered in this class include:*Review of the "harmonized" five categories by which "Interested Person" (IP) status vests and explanation of the additional categories in play for Parts II and IV*Tips for accessing appropriate documentation from Trustees-Directors, Officers and Key Employees as to presence of reportable events with them or with those who have IP status because of family member connection to them OR by due to status as a "35% controlled entity" of one or more IPs*Handling Part IV's "business transactions" reportable thresholds and working with the possible exceptions from "business transaction" characterization*"Yes, this means IPs will be named!" – addressing IP's privacy concerns and/or requests to omit individuals or company names when reporting business transactions on Part IV*Reporting demands of Part II, including aspects of managing loans with IPs in favor of public relations needs raised by this part*Reporting demands of Part III, including: drill-down into the two key exceptions to Part III's reporting of grants or assistance to an IP and address of educational institutions' exception from requirement to disclose names of scholarship or fellowship recipients and how same connects to governance reporting in Core Form 990's Part VI |
| 4/25/2022 | 11:30 a.m. - 2 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| 21WX-3452: IRS Internal Revenue Manual for Accountants (Webinar) (21WX-3452)The major topics that will be covered in this class include:*IRS organization and staffing*Service-wide policies and authorities*Resource guide for managers*Managing statistics*Research and analysis for tax administration*Office of the Commissioner Internal Revenue*Internal Management Documents System*Statistics of Income*Records and information management |
| 4/11/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3050: Resolving Back Tax Debts (Webinar) (21WX-3050)The major topics that will be covered in this class include:*The collection alternatives to resolve a back tax debt*Installment agreements*Uncollectible status*Offers-in-compromise*Bankruptcy |
| 2/22/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3168: Criminal Tax For Accountants (Webinar) (21WX-3168)The major topics that will be covered in this class include:*Basic tax crimes*Investigatory techniques *Privilege issues *Tax loss issues |
| 3/9/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3156: Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (21WX-3156)The major topics covered in this class include:*Discussion of the impact of the Section 199A flow-though entities on partnerships and their partners*The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another*Distinguishing "recourse" loans from "nonrecourse" loans*Review of the Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Review of the Section 465 "at-risk" rules ad how they impact Schedule K-1 reporting |
| 3/7/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3055: Change: Embrace & Enjoy - It Is Inevitable (Webinar) (21WX-3055)The major topics that will be covered in this class include:*Examples of how the rate of change has morphed over time*Examples of the many changes in accounting*How to enhance your adaptability so you can thrive in a world of change |
| 2/23/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3316: Accountants and Malpractice: Can We Get Sued for This? (Webinar) (21WX-3316)The major topics that will be covered in this class include:*How accountant liability is a very real threat in today's litigious society.*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.*Pitfalls in which the accountant may find him- or her- self while dealing with clients.*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases. |
| 3/25/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-3193: New Board Member 101 (Webinar) (21WX-3193)The major topics that will be covered in this class include:*Implementing the right policies*Do's and Don'ts for Board Members*Keys for effective decision making*Avoiding financial pitfalls*Running an effective board meeting |
| 3/11/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3053: Bitcoin Fundamentals: What Every CPA Should Know (Webinar) (21WX-3053)The major topics that will be covered in this class include:*The evolution of money: barter, gold, paper, digital, crypto currency*Bitcoin defined: technology, currency, payment system, store of value*How Bitcoin works: origin, network, nodes, miners, transactions*Participating in the Bitcoin network: procuring, spending, accepting and storing Bitcoin*Introduction to Ethereum, a substantial alternative to Bitcoin*Income tax implications of Bitcoin and other crypto currencies*Analysis of the current market value of Bitcoin and Ethereum |
| 2/23/2022 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WX-2878: Reporting Managers & Their Compensation: Form 990 Part VII-A (Webinar) (21WX-2878)The major topics that will be covered in this class include:*Definitions behind the three classes of legally or quasi-legally in-charge managers who are required to be disclosed as current managers relative to each Form 990's tax year*Identifying what makes someone a "High 5" *Drilling into the reportable compensation thresholds by which employees fall into consideration as either "current" Key Employees or High 5s, as well as the relevant compensation thresholds for status as a "former" TDOKE *Explanation of the two “buckets” of disclosable compensation – reportable and other – that are required to be reported as having been provided to all current and former managers (and High 5s) disclosed on Part VII-A *The two "$10,000" exceptions on Part VII-A that void the need to disclose a related organizations' reporting (based on amounts) of "reportable compensation"; and excepting certain types of “other compensation" |
| 2/3/2022 | 12 - 2:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| 21WX-2937: Blockchain Technology: What Every CPA Should Know (Webinar) (21WX-2937)The specific topics that will be presented include:*An explanation of what blockchain is*Review of the nomenclature associated with blockchain technology*Thorough review of the components of a blockchain application*Review of current and potential applications for blockchain and its impact on commerce*Potential impact on the CPA profession in accounting and auditing |
| 2/10/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2866: Introduction to Fraud Case Work (Webinar) (21WX-2866)The major topics that will be covered in this class include:*How to begin working in the area of fraud case work utilizing the same exact tools you currently know, but just changing the way you analyze what you are looking at. *Learn how to create a simple case plan and checklist including tax return vs. accounting files*The importance of source documents *How to read a complaint |
| 2/2/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2837: How to Reopen and Challenge an Assessed Tax (Webinar) (21WX-2837)The major topics that will be covered in this class include:*The means that CPAs can reopen closed assessments,*Doubt-as-to-liability offers*Audit reconsideration*Amended returns*Refunds |
| 1/31/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3307: Interview: Intersection of Technology and Wellness (Webinar) (21WX-3307)The major topics that will be covered in this class include:*Unlearning past routines, embracing technology and learning how to take advantage of some of the latest developments that focus on connecting people in business and improving company culture*Self-discovery and mindfulness techniques*Integrate mindfulness into how you work yourself and with your teams*Develop healthy technology practices for better human connections |
| 3/24/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3151: Becoming a Fraud Investigator (Webinar) (21WX-3151)The major topics covered in this class include:*Core concepts of fraud*Common workplace fraud schemes*Red flags of occupational fraud*Evaluating fraud tips*Skills of a fraud investigator*Planning the fraud investigation*Budgets, fees, and engagement letters |
| 3/7/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3635: Interview: Leveraging Change and Inspiring Innovation (Webinar) (21WX-3635)The major topics that will be covered in this class include:*How to develop creativity and resilience*Decision-making guidance for growth and adaptability*Inspiring innovation in your team |
| 4/29/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2889: International Tax Treaties (Webinar) (21WX-2889)The major topics covered in this class include:*Permanent Establishment*Limitations on Benefits*Territorial v. Non-territorial*Researching treaties*Interpreting treaty provisions*Model treaty provisions*Compliance issues |
| 2/4/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3545: PowerPoint Fundamentals: Create Engaging Presentations (Webinar) (21WX-3545)The major topics that will be covered in this course include:*Presentation design best practices*Orientation to the PowerPoint features functions*Using templates, themes and slide layouts*Step-by-step guide to designing and creating a presentation*Adding graphics, photos and other objects*Preparing for the delivery of your presentation |
| 4/20/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2805: Tax Procedure: From Filing to Litigation (Webinar) (21WX-2805)The major topics that will be covered in this class include:*Providing a solid foundation on what options a client may have in tax controversy matters.*Practical strategies for managing the IRS audit team in order to maximize the client's ability to obtain a favorable outcome.*Real-life examples of discussed concepts drawn from the speaker's extensive experience as an IRS controversy specialist handling large-case audits. |
| 1/26/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3217: OneNote: Mastering Organization of Your Notes & Correspondence (Webinar) (21WX-3217)The following topics will be covered in this course:*Navigating the OneNote interface*Best practices for notebook organization*Learn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooks*Using OneNote with OneDrive to share and collaborate with internal and external users*Creating and using templates to streamline your notebook management*Integrating OneNote with your task manager*Using the power of tags to manage and search your content*Using OneNote on your tablet and smartphone |
| 3/15/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3502: The IRS Collection Process (Webinar) (21WX-3502)The major topics that will be covered in this class include:*Review of the IRS collection process*IRS enforcement *Collection alternatives to resolve an outstanding tax debt |
| 4/14/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2788: Excel: From a Blank Sheet to a Finished Workbook (Webinar) (21WX-2788)The major topics that will be covered in this class include:*Best practices for creating a report in Excel*Getting data into Excel*Techniques to efficiently create reports in Excel*Using PivotTables to create interactive reports in Excel |
| 1/25/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2813: Handling Complex Related Org Issues: Schedule R's Parts II-V (Webinar) (21WX-2813)The major topics that will be covered in this class include:*Quick refresher of what conditions yield "parent,” “subsidiary" or "sibling" status in the case of a party who is a nonprofit/nonstock entity*Review of the definition of "control" applied to: stock corporations, entities taxed as a partnership, and trusts *Deep dive into the nuances of “indirect control” under IRC section 318's constructive ownership rules*Finding “sibling” organizations due to “joint control” in place under multiple parties*Handling bifurcated “questionnaire needs” with a filer's Trustees/Directors and employees regarding Board service on other nonprofits versus those necessary with current and former Part VII-A managers (including High 5s) regarding compensation*Addressing related organization impacts on the count of independent Directors (query made on Core Form Part VI, Line 1) and with respect to potential excise tax exposure under IRC section 4960 *Disclosure specifics for the R's Parts II-IV, and those relating to “transactions” general address on Part V's Line 1 and via dollar amount when Line 2's relevant triggers apply |
| 1/27/2022 | 2 - 4:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WX-3106: Resolving Payroll Tax Debts (Webinar) (21WX-3106)The major topics that will be covered in this class include:*The basics of resolving an outstanding payroll tax debt *Handling personal liability for owners and key employees *Issues pursuant to the trust fund recovery penalty |
| 2/28/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2945: The Science of Ethics with Dr. Toby Groves (Webinar) (21WX-2945)The major topics that will be covered in this class include:*Learn how to resolve competing motivations*Recognize ethically relevant behavioral cues at the individual, team, and organizational levels*Learn the cognitive tools to combat bias and situation blindness*Hear the methods that help teams debate problems effectively*Understand the science behind cultural norms |
| 2/10/2022 | 3:30 - 4:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-3366: Ethics: Giving Thanks: How to Master the Art of Gratitude (Webinar) (21WX-3366)We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say “thank you” to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees. |
| 3/31/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-3397: Tomorrow is Promised to Nobody: Business Continuity 101 (Webinar) (21WX-3397)The major topics that will be covered in this class include:*Why business continuity needs to be your first priority.*A simple three-phase approach to business continuity.*Analyzing the impact of a crisis on your business operations.*What kind of redundancies or processes you need to add to ensure you can keep functioning and serving your clients.*How to approach your technology infrastructure for business continuity.*How to communicate your business continuity plans and processes to your team and clients. |
| 4/4/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3260: S Corporations: How to Calculate Shareholder Basis (Webinar) (21WX-3260)The major topics covered in this class include:*How to calculate basis when the entity is formed*Impact of contributed property*Explanation of the importance of shareholder loans to the entity*Comprehensive example of the mechanics of the basis determination process*How basis is impacted by distributions of corporation property*How basis is impacted by the sale/liquidation of S corporation interest*How S corporation losses impact Form 1040, Schedule E reporting*Illustration of how to get from the Schedule K-1 information to the basis calculation |
| 3/18/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2926: Ethics: Regulatory and Standards Update (Webinar) (21WX-2926)The major topics that will be covered in this course include:*Stay in compliance with recent ethics standards changes that impact your practice.*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.*Discuss emerging issues and standard-setting activity that could affect your practice in the future.*Explore practical applications of the standards and hear about common practice issues and challenges. Examples include: does independence matter, can you ethically serve clients in the cannabis industry, and are you required to report potential noncompliance with laws and regulations to third parties?*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity. |
| 2/9/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-3226: IRS Exams with Indications of Fraud (Webinar) (21WX-3226)The major topics that will be covered in this class include:*How to handle an audit where there are indications of fraud by the taxpayer the IRS has not found, yet*Navigating issues involved including associated problems*Clarity on involving attorneys |
| 3/16/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3441: Want that Promotion? We'll Show You How! (Webinar) (21WX-3441)The major topics that will be covered in this class include:*How to develop a plan to help you advance in your career*A higher level job requires new skills, what are they?*An exploration of possible issues holding you back*A discussion of leadership skills |
| 4/8/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3377: Comprehensive Accounting and Financial Reporting Update (Webinar) (21WX-3377)The major topics that will be covered in this class include:*Revenue recognition*FASB projects in progress |
| 4/1/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WX-2952: Fixing Your Chart of Accounts (Webinar) (21WX-2952)Current Chart of Accounts Best Practices*Why developing a chart of accounts begins with studying your organizational chart*How to identify your account segments*Determining the order of your account segments*Best practices for numbering account bases*How to avoid memorizationFixing Your Current Chart of Accounts*How big company and small company software differs*Two key approaches for preserving your historical data*What to know when making major chart of accounts changes |
| 2/11/2022 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-3558: Google Location Intelligence Tools for Accountants (Webinar) (21WX-3558)*How Google Collects its Location Data*Google My Business*Google Maps *Google Streetview*Google Earth*Google MyMaps *Google Tour Builder*Google Indoor Maps*Google Trends*Google Market Finder*Google Analytics*Google Spreadsheet Maps*Google Transit*Google Flights*Google Hotel Metasearch*Google Trips*Google Local Guides *Google Fusion Tables*Google Maps APIs |
| 4/21/2022 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3425: Dealing with an IRS Exam: From Initial Contact to Closing (Webinar) (21WX-3425)The major topics that will be covered in this class include:*The IRS examination process*Documentation issues |
| 4/7/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3476: The Science of Ethics with Dr. Toby Groves (Webinar) (21WX-3476)The major topics that will be covered in this class include:*Learn how to resolve competing motivations*Recognize ethically relevant behavioral cues at the individual, team, and organizational levels*Learn the cognitive tools to combat bias and situation blindness*Hear the methods that help teams debate problems effectively*Understand the science behind cultural norms |
| 4/12/2022 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-3300: Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (21WX-3300)The major topics that will be covered in this class include:*Tour of the Power BI Desktop interface*Using Power BI Desktop to connect to data sources*Available visualizations in Power BI Desktop*Building interactivity into visualizationsThis course is #8 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 3/23/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WX-3213: Delivering Bad News? Don't Be the Messenger Who Gets Shot! (Webinar) (21WX-3213)The major topics that will be covered in this class include:*Improving the communication skills of financial professionals*What is the message?*Who will receive the message?*How to convey the message.*Formats, timing and approaches.*Pros and cons of each method.*Decision criteria to help choose a better approach for each situation. |
| 3/15/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3611: Ethics in a Crisis World: Tales From the Front (Webinar) (21WX-3611)The major topics that will be covered in this course include:*"Tales from the Front" practice issues facing CPAs in these extraordinary times.*Review of the AICPA Code of Professional Conduct*Review of Circular 230*Client tax return disclosure rules (Section 6103)*Crisis impact on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing and collection |
| 4/27/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WX-2948: Cognitive Biases for Accountants (Webinar) (21WX-2948)The major topics that will be covered in this class include:*What are cognitive biases?*Common judgment biases in the accounting profession*Professional judgment frameworks*How to use psychology to your advantage*Simple and pragmatic steps to overcome bias |
| 2/11/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-3287: The Ethics of Care in the Workplace (Webinar) (21WX-3287)The major topics that will be covered in this class include:*Ethical Values and Principles*Compassion*Managing Expectations*Respect and Humility*Attribution Theory |
| 3/22/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-3550: Transform Your Organization With Office 365 and Teams (Webinar) (21WX-3550)The major topics that will be covered in this course include:*Orientation to the Office 365 ecosystem*Strategic value of deploying Office 365*Using the Teams app as the central hub for your online communications and collaboration*Setting up your file management system with SharePoint and OneDrive*Leveraging the Office 365 mobile apps to take your office on the road*Using the Planner app to track and manage team projects*Harnessing the Forms app to convert your forms to digitally fillable online forms*Orientation to the Office 365 Admin app*Lightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offer*Tips and best practices for developing your Office 365 deployment strategy |
| 4/20/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New 21WX-3619: Systems Thinking for CPAs (Webinar) (21WX-3619)The major topics that will be covered in this class include:*Pattern recognition and interconnectedness*Foresight*Emergence*Complexity*System mapping |
| 4/27/2022 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-3087: How to Read Body Language (Including Virtual) (Webinar) (21WX-3087)The major topics that will be covered in this class include:*Detect liars: read the “micro-expressions” of deception during virtual conversations*Understand the facial expressions of emotion (interest, curiosity, attention) through “reading” facial expressions*Interpret body language and what it may mean in a given context |
| 2/25/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-3399: Becoming a Fraud Investigator (Webinar) (21WX-3399)The major topics covered in this class include:*Core concepts of fraud*Common workplace fraud schemes*Red flags of occupational fraud*Evaluating fraud tips*Skills of a fraud investigator*Planning the fraud investigation*Budgets, fees, and engagement letters |
| 4/5/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2796: CPA Super Search: A New Research Checklist System for Google (Webinar) (21WX-2796)The major topics that will be covered in this class include:*CPA SuperSearch overview*Panopticals*Institutions*Sentiment*Advisory*Influencers*Credentials*Firms*Apps*Outputs*Domain*Regulators*Occupations |
| 1/26/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3414: Excel: Advanced Defined Names & Excel Tables (Webinar) (21WX-3414)The major topics that will be covered in this class include:*Using the INDIRECT function with Defined Names*The importance of Consistent Column Calculations*Ways to create Consistent Column Calculations*Using Structured Table References in formulas |
| 4/6/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3122: Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (21WX-3122)The major topics that will be covered in this course include:*Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story |
| 3/2/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-2916: Leading Up: Partnering With Your Boss (Webinar) (21WX-2916)The major topics that will be covered in this course include:*Self-assessment*Influence project management tools |
| 2/8/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-2922: AICPA Auditing Standards Update and Review (Webinar) (21WX-2922)The major topics that will be covered in this class include:*AICPA auditing standards issued during the 18-month period prior to the program*The new SAS 134 audit reports*How to fulfill responsibility to detect fraud under AU-C Section 240*How to assess risk of material misstatements under AU-C Section 315*How to help clients fulfill their responsibility to design, implement and maintain their internal controls*Common deficiencies in audit engagements*How to perform profitable audits |
| 2/9/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WX-3637: Public Charity Qualification Under the Public Support Tests (Webinar) (21WX-3637)The major topics that will be covered in this class include:*Intro to the two public support tests (PSTs), including the various common misconceptions about each test's application*Review of each test, focusing first on the relative ease of PST #1 (that calculated on Schedule A, Part II) which employs a bifurcated test (i.e., an automatic %-age versus a 'facts and circumstance' %-age “in”); thereafter, emphasizing the demands and challenges of PST #2 (calculated on Schedule A, Part III) with its restrictive parameters and dual tests each of which must be passed to be “in”*Practical tips (and materials on same) translating revenue presentation from the Core Form 990 at Part VIII to the line inputs for both PSTs via Schedule A's Parts II and III*Discussion of how to assist organizations who are in danger of flunking one or both PSTs*Analyzing anomalies: explanation of both what comprises an unusual grant and when a filer's PST 1 "facts and circumstances test" argument ages out |
| 4/29/2022 | 11:30 a.m. - 2 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WX-2760: Business Tax Update with Steve Dilley (Webinar) (21WX-2760)"*NEW 2021 tax legislation and developments impacting business taxpayers, including any COVID-19 related developments
*Depreciation and capitalization review and update
*2021 corporate tax rate
*Excess business losses
*Section 199A review and update
*Business meals, entertainment and travel expense reporting
*Key rulings, regulations and cases impacting business taxpayers
*DOES NOT INCLUDE COVERAGE OF BUSINESS TAX LEGISLATION BASED ON BIDEN'S TAX PROPOSALS. WE WILL HAVE A NEW COURSE FOR THE TAX ACT WHEN THE LEGISLATION IS PASSED."
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| 1/21/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3499: Sexual Harassment in Professional and Corporate Environments (Webinar) (21WX-3499)*Introduction: #MeToo and the Accounting Profession*Case: Barrett v. Forest Labs., Inc.*Ethics and Law: Two Different (Overlapping) Domains*Dealing with the Culture of an Organization*Case: Babbitt v. Koeppel Nissan, Inc.*Supplemental Case: Smith v. DeTar Hosp. LLC*Conclusion |
| 4/14/2022 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-3383: Office 365 Planner App Fundamentals (Webinar) (21WX-3383)The major topics that will be covered in this class include:*Navigating the Planner app interface*Creating, organizing and assigning tasks*Collaborate and share files with other team members working on the plan*Leverage the integration of Planner with other Office 365 apps*Developing a strategy for deploying Planner in your organization |
| 4/1/2022 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3521: Excel: Using PivotTables for Data Analysis (Webinar) (21WX-3521)The major topics that will be covered in this class include:*The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts |
| 4/18/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WX-3177: Want that Promotion? We'll Show You How! (Webinar) (21WX-3177)The major topics that will be covered in this class include:*How to develop a plan to help you advance in your career*A higher level job requires new skills, what are they?*An exploration of possible issues holding you back*A discussion of leadership skills |
| 3/9/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3086: Handling Complex Related Org Issues: Schedule R's Parts II-V (Webinar) (21WX-3086)The major topics that will be covered in this class include:*Quick refresher of what conditions yield "parent,” “subsidiary" or "sibling" status in the case of a party who is a nonprofit/nonstock entity*Review of the definition of "control" applied to: stock corporations, entities taxed as a partnership, and trusts *Deep dive into the nuances of “indirect control” under IRC section 318's constructive ownership rules*Finding “sibling” organizations due to “joint control” in place under multiple parties*Handling bifurcated “questionnaire needs” with a filer's Trustees/Directors and employees regarding Board service on other nonprofits versus those necessary with current and former Part VII-A managers (including High 5s) regarding compensation*Addressing related organization impacts on the count of independent Directors (query made on Core Form Part VI, Line 1) and with respect to potential excise tax exposure under IRC section 4960 *Disclosure specifics for the R's Parts II-IV, and those relating to “transactions” general address on Part V's Line 1 and via dollar amount when Line 2's relevant triggers apply |
| 2/25/2022 | 10 a.m. - 12:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| 21WX-2920: QuickBooks at Tax Time: Compliance and Client Onboarding (Webinar) (21WX-2920)The major topics that will be covered in this class include: 1. How to spot common mistakes in your client's QuickBooks and how to fix them.Beginning Balances – Understand how to correctly enter the beginning balances for a new data fileCash Position/Bank Reconciliations – Learn about balance sheet accounts that need to be reconciled in the data file including tips and trips for non-bank accounts. Undeposited Funds and Receiving Payments – Learn about the function of Undeposited Funds and how QuickBooks will report payments that are and are not applied to invoices. Inventory – Understand the basics of how inventory is handled properly, the reports to pull for various informational purposes, and how to make inventory adjustments. Accounts Receivable and Accounts Payable – Learn how to manage the negative A/R and A/P as well as how to fix a cash basis balance sheet that has A/R and A/P reported. Credit Cards – Learn the importance of setting up credit cards, bank feeds, and setting up rules for easier data entry. Sales Tax – Learn the basics about Sales Tax in QuickBooks, how to make adjustments, and how to verify that the sales tax return is filed correctly. Payroll Tax – Understand how to set up payroll tax liability payments and how to ensure timely quarterly reporting when using a DIY QuickBooks solution2. The 1099 Tracking System – Learn best practices for tracking 1099s all year long to ensure a smooth January filing season. 3. Key Practice Workflow Tips you can incorporate into your firm so your client onboarding during tax time is a breeze. Learn how to create standard onboarding procedures for new clients in order to keep your firm moving along including the use of technology, standard procedures, data management, and workflow. |
| 2/8/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3348: Handling Complex Related Org Issues: Schedule R's Parts II-V (Webinar) (21WX-3348)The major topics that will be covered in this class include:*Quick refresher of what conditions yield "parent,” “subsidiary" or "sibling" status in the case of a party who is a nonprofit/nonstock entity*Review of the definition of "control" applied to: stock corporations, entities taxed as a partnership, and trusts *Deep dive into the nuances of “indirect control” under IRC section 318's constructive ownership rules*Finding “sibling” organizations due to “joint control” in place under multiple parties*Handling bifurcated “questionnaire needs” with a filer's Trustees/Directors and employees regarding Board service on other nonprofits versus those necessary with current and former Part VII-A managers (including High 5s) regarding compensation*Addressing related organization impacts on the count of independent Directors (query made on Core Form Part VI, Line 1) and with respect to potential excise tax exposure under IRC section 4960 *Disclosure specifics for the R's Parts II-IV, and those relating to “transactions” general address on Part V's Line 1 and via dollar amount when Line 2's relevant triggers apply |
| 3/29/2022 | 11 a.m. - 1:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WX-3139: Understanding the Form 990 and its Preparation Prerequisites (Webinar) (21WX-3139)The major topics that will be covered in this class include:*Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules*Address of the definition's key factors that make a third-party organization a "related organization"*Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) – or as a High 5) and understanding what is the definition and measure of "reportable compensation"*Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L*Applying the definition of "business relationship" as same is used in Part VI*Sequencing of the form's preparation tasks and who to go to for information*Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators |
| 3/3/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3562: Power BI: Use Advanced Calculations with DAX Formulas (Webinar) (21WX-3562)The major topics that will be covered in this class include:*Review Power Pivot calculations (column calculations vs. measures)*Create advanced DAX formulas*Using a Date / Calendar table for data analysis*The DAX calculation processThis course is #7 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 4/21/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WX-3035: PowerPoint Fundamentals: Create Engaging Presentations (Webinar) (21WX-3035)The major topics that will be covered in this course include:*Presentation design best practices*Orientation to the PowerPoint features functions*Using templates, themes and slide layouts*Step-by-step guide to designing and creating a presentation*Adding graphics, photos and other objects*Preparing for the delivery of your presentation |
| 2/21/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2907: Cost of Capital Determinations for Business Appraisal (Webinar) (21WX-2907)Participants receive a solid overview of the fundamental concepts underlying cost of capital in the context of a closely held business with particular focus on the use of a build-up model. Where the data comes from will be a key focus, as will the areas the require subjective judgement with respect to supporting growth rates and unsystematic risk elements. |
| 2/8/2022 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-3194: Nonprofit Taxation: Key Tax Rules (Webinar) (21WX-3194)The major topics covered in this class include:*Recent tax legislation and developments related to nonprofit entities*Paycheck Protection Program eligibility for nonprofits*Basics of unrelated business income tax*Excise tax on salaries exceeding $1 million*Denial of fringe benefits and taxation of their value as UBIT*Separating businesses for purposes of UBIT*Excess parachute payments |
| 3/11/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2898: Excel: Advanced Financial and Statistical Calculations (Webinar) (21WX-2898)The major topics that will be covered in this class include:*Financial functions best practices for creating amortization schedules and calculating annual interest payments*Calculating & summarizing data with SUMIF and SUBTOTAL functions *Statistical functions used to analyze data |
| 2/7/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2887: Ethics: What a CPA in Business & Industry Needs to Know (Webinar) (21WX-2887)* Ethics for Members in Business: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Basic Ethics Rules for Members in Business*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Analysis: Members in Business |
| 2/4/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WX-2756: Office 365 OneDrive App: Managing and Storing Your Files (Webinar) (21WX-2756)The major topics that will be covered in this course include:*Orientation to the OneDrive interface and features*Saving files to OneDrive through uploads and directly from applications*Working with OneDrive files in your Office applications*Managing the storage of your files in OneDrive*Sharing access to your OneDrive files internally and externally*Understanding how to manage your OneDrive configuration settings*Using the OneDrive sync app to synchronize files to your local device*Managing the OneDrive sync app settings |
| 1/20/2022 | 12:30 - 3:30 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| New 21WX-3623: CPA Super Search: A New Research Checklist System for Google (Webinar) (21WX-3623)The major topics that will be covered in this class include:*CPA SuperSearch overview*Panopticals*Institutions*Sentiment*Advisory*Influencers*Credentials*Firms*Apps*Outputs*Domain*Regulators*Occupations |
| 4/28/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3401: Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (21WX-3401)The major topics that will be covered in this course include:*Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story |
| 4/5/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-3489: Questions of Willful Blindness (Webinar) (21WX-3489)The major topics that will be covered in this class include:*What is willful blindness?*What is wire fraud?*What is mail fraud?*What is securities fraud?*What influences a prison term. |
| 4/13/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-3454: OneNote: Mastering Organization of Your Notes & Correspondence (Webinar) (21WX-3454)The following topics will be covered in this course:*Navigating the OneNote interface*Best practices for notebook organization*Learn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooks*Using OneNote with OneDrive to share and collaborate with internal and external users*Creating and using templates to streamline your notebook management*Integrating OneNote with your task manager*Using the power of tags to manage and search your content*Using OneNote on your tablet and smartphone |
| 4/11/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2981: Self-Rental Real Estate: How to Integrate the New Rules (Webinar) (21WX-2981)The major topics covered in this class include:*Definition of self-rental property, both Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity)*Self-rental property and the flow-through entity grouping election*Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules |
| 2/15/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3045: Google Location Intelligence Tools for Accountants (Webinar) (21WX-3045)*How Google Collects its Location Data*Google My Business*Google Maps *Google Streetview*Google Earth*Google MyMaps *Google Tour Builder*Google Indoor Maps*Google Trends*Google Market Finder*Google Analytics*Google Spreadsheet Maps*Google Transit*Google Flights*Google Hotel Metasearch*Google Trips*Google Local Guides *Google Fusion Tables*Google Maps APIs |
| 2/22/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3099: Excel: Feature Review in 100 minutes (Webinar) (21WX-3099)The major topics that will be covered in this class include:*Review of Excel's features and functions*Walk-through of Excel's ribbons *What the Excel features and functions can do for you |
| 2/28/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3456: QuickBooks DESKTOP: Monthly Closeouts and Year-End Cleanups (Webinar) (21WX-3456)The major topics that will be covered in this class include:*Examine the process of closing out the accounting financials every month in your QuickBooks Desktop version and why this practice can make life so much easier at the end of the year. *Learn the beginning steps to evaluate, close out, and clean up QuickBooks files monthly and at year-end for accurate reporting and tax return preparation. *Identify why substantiating the numbers in QuickBooks on both the Profit & Loss Statement, as well as the Balance Sheet, can ensure an accurate tax return that will stand up against an IRS audit. |
| 4/11/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3228: Outlook: Mastering Email Composition from A to Z (Webinar) (21WX-3228)The major topics that will be covered in this course include:*Orientation to the Outlook interface and navigation*Detailed review of the Outlook email composition ribbon*Selecting email recipients and understanding address books*Formatting message text from A to Z*Tagging messages for follow-up*Attaching files, business cards and your calendar to messages |
| 3/16/2022 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WX-3097: Don't Let Your Schedule Get Away From You (Webinar) (21WX-3097)You will learn strategies and tactics to:*Identify your own particular time wasters and adopt strategies for eliminating them*Reduce stress*Reduce time spent in meetings*Clarify and prioritize objectives and goals*Manage email, VM and IM*Delegate more effectively*Adopt appropriate strategies for dealing with interruptions*Use practical techniques for organizing work*Learn to delegate and work more effectively*Learn how to manage your energy during the day*Put an end to multi-tasking |
| 2/28/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2996: Advanced Budgeting: Balance Sheet and Cash Flow Projections (Webinar) (21WX-2996)Create a Projected Balance Sheet:*Accounts Receivable*Inventory*Capital Budget*Depreciation*Accounts Payable*Accrued Liabilities*Working Capital Loans*Debt*Project interest expense more accurately*Solving for Cash*Projecting Covenant Calculations*Create a Projected Statement of Cash Flow*Choose your format*How to make your Statement of Cash Flow maintenance free*Debugging a statement of Cash Flow |
| 2/17/2022 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-3400: Communication Skills for Introverts (Webinar) (21WX-3400)The five areas to improve your communication that will be presented are:*Listening*Writing*Understanding your audience*Virtual communication*Non-verbal Communication |
| 4/5/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3429: Excel: Building Powerful Lookup & Reference Formulas (Webinar) (21WX-3429)The major topics that will be covered in this class include:*Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions *Speeding up worksheet creation with the INDIRECT function *Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) *Using ERROR checking functions |
| 4/7/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3203: Office 365 Forms App Fundamentals (Webinar) (21WX-3203)The major topics that will be covered in this course include:*Orientation to the Forms app features and interface*Step-by-step process for creating a form*How to share your form with others to complete it*Tools for analyzing the form responses*Creating a quiz, e.g. a competency quiz*Alternative Forms app solutions |
| 3/14/2022 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-3067: Acts Discreditable: A Powerful Ethics Rule (Webinar) (21WX-3067)**AICPA Rules-Based Ethics*A Narrow View of Acts Discreditable*Compare: A Principled View of Acts Discreditable*Case*Conclusion |
| 2/24/2022 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New 21WX-2824: Public Charity Qualification Under the Public Support Tests (Webinar) (21WX-2824)The major topics that will be covered in this class include:*Intro to the two public support tests (PSTs), including the various common misconceptions about each test's application*Review of each test, focusing first on the relative ease of PST #1 (that calculated on Schedule A, Part II) which employs a bifurcated test (i.e., an automatic %-age versus a 'facts and circumstance' %-age “in”); thereafter, emphasizing the demands and challenges of PST #2 (calculated on Schedule A, Part III) with its restrictive parameters and dual tests each of which must be passed to be “in”*Practical tips (and materials on same) translating revenue presentation from the Core Form 990 at Part VIII to the line inputs for both PSTs via Schedule A's Parts II and III*Discussion of how to assist organizations who are in danger of flunking one or both PSTs*Analyzing anomalies: explanation of both what comprises an unusual grant and when a filer's PST 1 "facts and circumstances test" argument ages out |
| 1/28/2022 | 12 - 2:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| 21WX-3426: Ethical Challenges for CPAs: Do You Have a Breaking Point? (Webinar) (21WX-3426)The major topics that will be covered in this course include:*Explore cases of practitioners that succumbed to pressure and lost their livelihoods - from helping clients avoid restating earnings to backdating changes to audit work papers. *Discuss the pressures that cause CPAs to cross the line and how to make sure you do not succumb to the pressure. What are the ethical principles that CPAs are required to follow? Is there a way out? *Consider other cases of CPAs that became fraudsters. Who is responsible for fraud prevention? How can you keep your clients safe from them? |
| 4/7/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-3125: International Tax Treaties (Webinar) (21WX-3125)The major topics covered in this class include:*Permanent Establishment*Limitations on Benefits*Territorial v. Non-territorial*Researching treaties*Interpreting treaty provisions*Model treaty provisions*Compliance issues |
| 3/2/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3192: Get Inside the Room Where it Happens (Webinar) (21WX-3192)The major topics that will be covered in this class include:*What clients want*Identifying client pain points*Making the shift from technical expert to problem solve |
| 3/11/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3347: Excel: From a Blank Sheet to a Finished Workbook (Webinar) (21WX-3347)The major topics that will be covered in this class include:*Best practices for creating a report in Excel*Getting data into Excel*Techniques to efficiently create reports in Excel*Using PivotTables to create interactive reports in Excel |
| 3/29/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3251: Dealing with Non-Filers (Webinar) (21WX-3251)The major topics that will be covered in this class include:*How to bring non-filers back into the tax system*Assisting non-filers with resolving their tax nightmare |
| 3/18/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2773: COVID-19: Impact on the Audit (Webinar) (21WX-2773)The major topics that will be covered in this course include:*Achieving a high-quality audit in a remote working environment*Reconsidering engagement fundamentals and critically evaluating risk assessment*Other challenging audit issues, including auditing inventory, performing analytical procedures, changes to the internal control systems, heightened fraud risk factors, evaluating subsequent events, considering going concern, assessing the impact on the auditors' report |
| 1/24/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3483: Excel: Working with Text, Date & Time Functions & Formulas (Webinar) (21WX-3483)The major topics that will be covered in this class include:*Using Text functions to join and separate text entries*Inserting Text functions to work with imported data*Perform date and time calculations with the Date & Time functions |
| 4/13/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3363: Office 365: Using Teams App For Online Meetings and Calls (Webinar) (21WX-3363)The major topics that will be covered in this course include:*Orientation to the Teams app meeting and call features*Initiating an online meeting with audio*Inviting and managing meeting participants*Deep dive review of the meetings toolbar*Recording meetings for playback in the Stream app*Scheduling online meetings via Outlook*Initiating online audio calls*Review the meetings device settings |
| 3/30/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3024: The Ethics of Care in the Workplace (Webinar) (21WX-3024)The major topics that will be covered in this class include:*Ethical Values and Principles*Compassion*Managing Expectations*Respect and Humility*Attribution Theory |
| 2/18/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-3495: Excel: Create KPI Dashboards for Maximum Impact (Webinar) (21WX-3495)The major topics that will be covered in this class include:*Dashboard design guidelines*Setting up a Data Model*Creating calculated fields and columns*Creating KPIs*Adding a linked table to the data model*Creating PivotTables and PivotCharts*Adding Power View visualizations*Reviewing the completed dashboard |
| 4/14/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2850: Remote Auditing: Management and Supervision (Webinar) (21WX-2850)The major topics covered in this class include: *Challenges of working remotely*Best practices for remote supervision of individuals*Remote team management |
| 2/1/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3365: Unconscious Bias with Dr. Toby Groves (Webinar) (21WX-3365)The major topics that will be covered in this class include:*Advanced strategies to recognize decision-making biases in your work*How audit investigations are affected by unconscious bias*The neuroscience behind implicit associations*Cognitive diversity and group decision making*How stereotypes develop*Ethical decisions and implicit associations |
| 3/30/2022 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-3056: Ethics: Lead Like a Superstar and Build a Rocking Business (Webinar) (21WX-3056)We'll closely examine several superstars from movies, TV, music, sports, and business. What makes them so successful? What can you learn from their mistakes? Yes, there will be one or two superstars you don't care for--perhaps even loathe--but you can still learn a lot from them. |
| 2/23/2022 | 12:30 - 1:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-2895: Ethical Challenges for CPAs: Do You Have a Breaking Point? (Webinar) (21WX-2895)The major topics that will be covered in this course include:*Explore cases of practitioners that succumbed to pressure and lost their livelihoods - from helping clients avoid restating earnings to backdating changes to audit work papers. *Discuss the pressures that cause CPAs to cross the line and how to make sure you do not succumb to the pressure. What are the ethical principles that CPAs are required to follow? Is there a way out? *Consider other cases of CPAs that became fraudsters. Who is responsible for fraud prevention? How can you keep your clients safe from them? |
| 2/7/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-3371: Mail Fraud and Wire Fraud: Why Business Owners go to Prison (Webinar) (21WX-3371)The major topics that will be covered in this class include:*What is fraud?*How business owners become vulnerable to charges for mail fraud and wire fraud*What business leaders know about how communications can lead to criminal charges*Discussion of actual fraud cases involving business leaders that went to prison for wire fraud.*Federal sentencing guidelines*Sentencing for mail fraud and wire fraud convictions |
| 3/31/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-2862: Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (21WX-2862)The major topics that will be covered in this course include:*Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story |
| 2/2/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-2853: The A.R.T. of Work: Accountability, Respect & Trust at Work (Webinar) (21WX-2853)The major topics that will be covered in this class include:*Ethical Values and Principles*Clarifying Expectations*Human Nature and Responding to Mistakes*Components of Workplace Respect and Trust |
| 2/1/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-3297: Internal Customers: Winning from the Inside Out (Webinar) (21WX-3297)The major topics that will be covered in this class include: *Steps to move to/improve the internal focus to employees first, customers second and its value proposition in driving better external customer service *The psychology and importance of language in communicating employee value *Create a journey map of your internal customers to identify all your team's touchpoints within your organization, their motivation and pain points, and their current and desired journey *The role of your team's mission, vision and strategy when working with internal customers *The role of stakeholders and how to use journey maps to identify and manage them *How to maximize the team's touchpoints with your internal customers *What consulting skills your team needs to provide excellent internal customer service *How to pivot to building trust with your internal customers digitally |
| 3/23/2022 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-2906: The New Psychology of Professional Skepticism (Webinar) (21WX-2906)The major topics that will be covered in this class include:*Dimensions of skeptical reasoning*The “mind-lens” approach to challenging faulty assumptions*Understand how to tune their skeptical “signal to noise” ratio*The role of situational awareness in skepticism*How to determine the reliability and validity of evidence*How to match skeptical reasoning to the environment*Learn how to uncover hidden biases that damage skepticism |
| 2/7/2022 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-2803: Reporting the Results of a Fraud Investigation (Webinar) (21WX-2803)The major topics covered in this class include:*Written reports and supporting documentation*Methods of presenting evidence to help non-accountants understand the numbers*Evaluating reports of opposing experts*Responding to a motion in limine or Daubert challenge as an expert witness*Common lines of questioning for financial experts*Preparing for deposition and trial*Effectively testifying at deposition and trial |
| 1/26/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3335: Making Internal Audit an Asset for the CFO (Webinar) (21WX-3335)The major topics that will be covered in this class include:*Overlooked benefits your Internal Audit function can provide*Developing finance/audit personnel*Broadening finance staff assignments*Creating guest auditor rotations to develop and share best practices*Improving operational auditing*Enhancing compliance auditing*Creating third party auditing process to ensure out sourced risk is managed*Driving a culture of control |
| 3/28/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3048: PowerPoint Advanced: Take Presentations From Good to Great (Webinar) (21WX-3048)The major subjects that will be covered in this course include:*Using slide transitions and animation*Customizing the slide layout, handout and notes masters*Designing your own theme*Inserting Excel charts and data*Integrating audio and video files into your presentation*Useful add-on tools and reference materials |
| 2/22/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3241: Excel: Advanced Spreadsheet Troubleshooting Techniques (Webinar) (21WX-3241)The major topics that will be covered in this class include:*Learning the art of nesting formulas*Techniques to troubleshoot complex formulas *Review of the 9 built-in error checking options*Techniques to resolve rounding errors |
| 3/17/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3625: Excel: Feature Review in 100 minutes (Webinar) (21WX-3625)The major topics that will be covered in this class include:*Review of Excel's features and functions*Walk-through of Excel's ribbons *What the Excel features and functions can do for you |
| 4/28/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2872: Artificial Intelligence for Accountants (Webinar) (21WX-2872)*AI snapshot*AI's multiple implications for the accounting profession*AI case studies *Leading AI categories *Key AI resources and communities online *AI starter strategy for accountants |
| 2/3/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3232: Sexual Harassment in Professional and Corporate Environments (Webinar) (21WX-3232)*Introduction: #MeToo and the Accounting Profession*Case: Barrett v. Forest Labs., Inc.*Ethics and Law: Two Different (Overlapping) Domains*Dealing with the Culture of an Organization*Case: Babbitt v. Koeppel Nissan, Inc.*Supplemental Case: Smith v. DeTar Hosp. LLC*Conclusion |
| 3/16/2022 | 10:30 - 11:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-2763: Ethics: Lead Like a Superstar and Build a Rocking Business (Webinar) (21WX-2763)We'll closely examine several superstars from movies, TV, music, sports, and business. What makes them so successful? What can you learn from their mistakes? Yes, there will be one or two superstars you don't care for--perhaps even loathe--but you can still learn a lot from them. |
| 1/21/2022 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-3162: Excel: Working with Text, Date & Time Functions & Formulas (Webinar) (21WX-3162)The major topics that will be covered in this class include:*Using Text functions to join and separate text entries*Inserting Text functions to work with imported data*Perform date and time calculations with the Date & Time functions |
| 3/8/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3503: 3 Market Analysis Priorities to Drive Profitability (Webinar) (21WX-3503)Topics discussed*Take product analysis beyond net margin and volume pricing*Analyze business offerings for more effective bundling or promotional advantage*Discuss how internal efficiency factors influence profitability*Gain better insights into how to classify offerings as core, value-added or for potential elimination*Identify key factors that could shift your market segment priorities*Justify the decision to shift your priority to more profitable customers*Identify geographic pockets for competitive advantage and better strategic decisions*Cases and Group DiscussionThis seminar includes six studies and analysis activities to guide this application into your business. |
| 4/15/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3246: Program Services & Governance: Form 990 Parts III & VI (Webinar) (21WX-3246)The major topics that will be covered in this class include:*Part III's mandated disclosures with respect to the "largest three" programs conducted in the filing period*Handling public relations needs when the size measures for "largest three" result in omission of a 'top 3' program*Function of Part III as an ongoing updating of the filer's listing of all activities being performed as of the tax year being reported upon*Properly reporting upon new or changed programmatic efforts and appropriate reporting on program cessation*Function (and methodology) of Part VI, with emphasis on its six most important inquiries*Role of Schedule O in providing mandated narration of governance practices inquired of in Part VI*Common 'foot-faults' in answering Part VI's key questions |
| 3/17/2022 | 9 - 11:30 a.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| 21WX-3618: Solidify Your Success: Powerful Personal Branding (Webinar) (21WX-3618)The major topics that will be covered in this course include:*Discover your current brand message *Six steps for deliberately changing or strengthening your brand |
| 4/27/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3100: Excel: Functions and Formula Shootout (Webinar) (21WX-3100)The major topics that will be covered in this class include:*Review of formula creation best practices*Demonstration of various Excel functions to enhance calculations*Using Excel functions to perform advanced calculations |
| 2/28/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3564: The Section 199A Deduction: Rules and Forms Reporting (Webinar) (21WX-3564)The major topics covered in this class include:*A deep-dive look at Section 199A, flow-through entity deduction*Calculation of qualified business income*Application to rental real estate "safe harbor" rule and aggregation rules*Self-rental rule for Section 199A compared to self-rental rule for passive activities*Differing impact on the sole proprietorship, partnerships and S corporations*Forms reporting in Form 8995 and Form 8995-A*Section 199A flowchart |
| 4/21/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3101: How to Reopen and Challenge an Assessed Tax (Webinar) (21WX-3101)The major topics that will be covered in this class include:*The means that CPAs can reopen closed assessments,*Doubt-as-to-liability offers*Audit reconsideration*Amended returns*Refunds |
| 2/28/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3616: Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (21WX-3616)The major topics that will be covered in this class include:*A tour of the PowerBI.com interface*Sharing data with Power Pivot and Power BI Desktop*Creating visualizations and turning them into dashboards*Sharing visualizations and dashboards with othersThis course is #9 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 4/27/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3065: Valuing Cannabis 2.0: The Unique Challenges in Marijuana (Webinar) (21WX-3065)The major topics that will be covered in this class include:*The analytical process required to derive a logical and supportable estimate of value for a regulated marijuana or agricultural hemp/CBD related enterprise *Valuing recreational and medical license rights for marijuana cultivation, processing or retailing will be emphasized with a focus on use of the income and market valuation approaches.*A sample sanitized appraisal report will be provided and discussed. |
| 2/23/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3407: Power BI: Prepare Your Data Efficiently for Excel Analysis (Webinar) (21WX-3407)The major topics that will be covered in this class include:*Getting data into the correct structure*Data sources that you can access*Working with multiple tables and data sources*Steps to import data for analysis*Introduction to Power Query and Get and TransformThis course is #2 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 4/5/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3225: Integrity, Objectivity and Judgment: Values in Action (Webinar) (21WX-3225)The major topics covered in this class include:*AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com |
| 3/16/2022 | 1:30 - 2:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New 21WX-2821: Interview: Intersection of Technology and Wellness (Webinar) (21WX-2821)The major topics that will be covered in this class include:*Unlearning past routines, embracing technology and learning how to take advantage of some of the latest developments that focus on connecting people in business and improving company culture*Self-discovery and mindfulness techniques*Integrate mindfulness into how you work yourself and with your teams*Develop healthy technology practices for better human connections |
| 1/28/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2835: Ethics and Technology for CPAs (Webinar) (21WX-2835)The major topics that will be covered in this course include:*The foundational ethical principles that CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.*Whether our profession needs to change to continue to meet the ethical challenges in a technology-centric environment. *Consideration of the changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the future of the profession. |
| 1/31/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-2894: Dealing with Non-Filers (Webinar) (21WX-2894)The major topics that will be covered in this class include:*How to bring non-filers back into the tax system*Assisting non-filers with resolving their tax nightmare |
| 2/7/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3480: Entertainment and Parking: Coping with the Final Rules (Webinar) (21WX-3480)The major topics covered in this class include:*An update on the final rules related to reporting entertainment and parking expenses*Definition of what qualifies as an entertainment expense*Strategies on how to deduct business entertainment expenses*Deductibility of meals and "snacks"*Situations not subject to the 50% meals and entertainment deduction*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*Review of the latest federal legislation, cases and rulings |
| 4/13/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2969: Tomorrow is Promised to Nobody: Business Continuity 101 (Webinar) (21WX-2969)The major topics that will be covered in this class include:*Why business continuity needs to be your first priority.*A simple three-phase approach to business continuity.*Analyzing the impact of a crisis on your business operations.*What kind of redundancies or processes you need to add to ensure you can keep functioning and serving your clients.*How to approach your technology infrastructure for business continuity.*How to communicate your business continuity plans and processes to your team and clients. |
| 2/14/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2814: Implementation Challenges with the new FASB Lease Standard (Webinar) (21WX-2814)The major topics that will be covered in this class include:*FASB's Accounting Standard Update for Leases Topic 842*Key differences between FASB ASC Topic 842 and ASC Topic 840*Commitments that are on the balance sheet - Operating leases and finance leases*Allocating consideration to lease and non-lease components*Lease payments, discount rate, inception date, commencement date, lease term*Impairments of right of use asset, modifications, subleases*Policy elections and disclosures |
| 1/27/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2865: How Much Are Your Ethics Worth? (Webinar) (21WX-2865)The major topics that will be covered in this class include:*Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies |
| 2/2/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-3459: Upskilling for Accountants (Webinar) (21WX-3459)The major topics that will be covered in this class include:*What is upskilling?*Importance of continuous learning in an era of increasing automation and changing business priorities*Critical skills accountants need for the future*Upskilling case studies*New competency frameworks*Key lessons and best practices learned to date*How to upskill yourself and your own operations |
| 4/11/2022 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3320: Deferred Prosecution Agreements: How to Qualify (Webinar) (21WX-3320)The major topics that will be covered in this class include:*Government investigations and how they begin*What prosecutors want to know*Respondeat Superior: What should business owners know*Proactive steps to qualify for a deferred-prosecution agreement*What is the difference between a non-prosecution agreement and a deferred-prosecution agreement?*What is a well-designed compliance program?*How do business leaders demonstrate a good faith effort when it comes to compliance training?*Deferred-prosecution Agreements in real life. |
| 3/25/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-3295: Form 990 Parts V (Other Tax Issues) & I (Financial Summary) (Webinar) (21WX-3295)The major topics that will be covered in this class include:*Addressing Part V's additional tax compliance points for 990 filers (i.e., statutory requirements outside of those that relate to maintaining tax-exemption-qualification)*Substantive background on the underlying line-specific tax needs covered in four key lines: 1) Use of a common paymaster (and its impact on) “number of employees” [and ramifications on mandated e-filing applicable to larger organizations] (Line 2) 2) When a Form 990-T filing is (and is not) required (Line 3a) 3) The quid pro quo solicitation disclosure mandates (Line 7a/7b) 4) Need to communicate when soliciting donors if the organization is not eligible to receive tax-deductible contributions (Line 6a/6b)*Existence of other, and often overlapping, disclosures and/or filings required when a filer captures specific amounts of tax-deductible charitable contributions, including, in certain circumstances, donations of property*Explanation of the basics behind the excise tax schemes applied to filers who either: hold "donor-advised funds" (Lines 8 and 9); or are potentially reached by IRC section 4960's executive compensation tax (Line 15)*Potholes in culling the current and prior year's tax return information necessary to complete Part I's Lines 8–22 |
| 3/23/2022 | 1:30 - 3 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 21WX-3121: Ethics in the Real World with Dr. Toby Groves (Webinar) (21WX-3121)The major topics that will be covered in this class include:*Why model codes of ethics fail*The science behind organizations “Ethical DNA”*Understanding the psychology behind “Tone at the Top” *The interaction between critical thinking and ethics*Breaking myths about motivation related to decision making*Ethical decision-making under pressure*Are ethics and morals “fixed” or can we learn to improve |
| 3/2/2022 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New 21WX-3617: Revenue Recognition Implementation and COVID-19 Challenges (Webinar) (21WX-3617)The major topics that will be covered in this class include:*Implementation of the 5 step model outlined in ASC 606 as well as the latest FASB activity *Revenue recognition issues related to the impact of collectability, variable consideration such as refunds, rebates, and contract modifications, significant financing, and onerous contracts. *The impact of COVID-19 disruption on each step of the 5-step process*Sample financial statement presentation and disclosures |
| 4/27/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2953: Office 365: Ready, Set, Go! - Developing Your Strategy (Webinar) (21WX-2953)The topics that will be presented in this course include:*Review of the key Office 365 deployment issues that need to be addressed*What data will be stored in OneDrive and/or SharePoint vs. your local servers and PCs*Who will be your Office 365 administrator(s)*Determining if you will need professional / technical assistance*What subscription plans are required for your individual team members*Developing a cost-effective end user training plan*What is involved in converting your current email databases to Office 365 Exchange Outlook *Defining your user permissions model*Defining your mobile deployment strategy for Office 365*Developing a deployment timeline with minimal disruption in your business |
| 2/11/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2769: Risk Assessment for Small Business Audits (Webinar) (21WX-2769)The major topics that will be covered in this class include:Each element of the risk assessment process:*Understanding the client's business and industry in which it operates*Internal control*Assessing the magnitude and likelihood of risk*Linking risk assessment to substantive audit procedures |
| 1/21/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3093: Power BI: OLAP Formulas & More Time Intelligent Functions (Webinar) (21WX-3093)The major topics that will be covered in this class include:*OLAP functions to create custom calculations on an Excel worksheet*Measures that help determine the date of your refreshed data*Advanced time intelligent functions to create date-based measures |
| 2/25/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3256: Excel: Advanced Formatting to Improve Your Spreadsheets (Webinar) (21WX-3256)The major topics that will be covered in this class include:*Customizing cell formatting and cell styles*Using number and custom number formatting*Using Conditional Formatting to format cells based upon a defined criteria*Protecting a worksheet and workbook to prevent changes |
| 3/18/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3461: Creating a Change Ready Culture (Webinar) (21WX-3461)The major topics that will be covered in this class include:*Best practices to create a change ready culture*Change “accelerators”*How to manage internal change functions well*Characteristics of change ready leadership*Characteristics of an organic growth mindset |
| 4/12/2022 | 4:30 - 5:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-3270: Individual Tax Update with Steve Dilley (Webinar) (21WX-3270)The major topics covered in this class include:*NEW 2020-21 tax legislative developments and rulings impacting individual taxpayers, including COVID-19 related updates*Update and highlights of recent Acts, including December 2020 and Spring 2021 relief acts*Form 1040 and any significant changes to related forms and schedules*Section 199A update, including rental real estate and other passive activity losses*Capital gains and losses*Child tax credit*Any other key rulings and regulations impacting individual taxpayers |
| 3/21/2022 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2886: Ethics: How to Ensure Zombie Ethics Won't Kill Your Business (Webinar) (21WX-2886)We'll closely examine several myths about ethical leadership that continue to plague businesses like yours. You'll learn why these ideas deserve to be put to rest for good and what should take their place. This will be an ethics webinar unlike any you have ever taken—because it will be both entertaining and rich in content! |
| 2/4/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-3015: Excel: Advanced Formatting to Improve Your Spreadsheets (Webinar) (21WX-3015)The major topics that will be covered in this class include:*Customizing cell formatting and cell styles*Using number and custom number formatting*Using Conditional Formatting to format cells based upon a defined criteria*Protecting a worksheet and workbook to prevent changes |
| 2/18/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2932: Risk Management in a Post-COVID World (Webinar) (21WX-2932)The major topics that will be covered in this class include:*Black Swan Risks *Role of Finance, Internal and External Auditors*COSO's Risk Management Standards*The COSO Cube*The COSO Double Helix*Risk Management Definitions *Event Identification*Expected Value Analysis*The Heat Map*The World Economic Forum Global Risk Reports*Alternative Risk Responses*Avoidance*Reduce/Increase*Share*Accept *Lessons from the Great by Choice Research *Personal Risk Management |
| 2/9/2022 | 8 - 9:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 21WX-3059: Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (21WX-3059)The major topics that will be covered in this class include:*Tour of the Power BI Desktop interface*Using Power BI Desktop to connect to data sources*Available visualizations in Power BI Desktop*Building interactivity into visualizationsThis course is #8 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 2/23/2022 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WX-3233: Starting a Fraud Investigation (Webinar) (21WX-3233)The major topics covered in this class include:*Assembling the fraud investigation team*Managing and supervising staff*Obtaining and managing evidence*Background checks*Public records searches*Digital data analysis*Interviewing techniques |
| 3/16/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2954: Reporting Fundraising Results: Form 990 Part VIII (& Sch. M) (Webinar) (21WX-2954)The major topics that will be covered in this class include:*Definition of "fundraising events and sales" and distinguishing operations that are outside of such characterization*Address of what constitutes a true gift or contribution when same is paid on top of a purchase of services or goods *Specifics of Form 990 inputs to be made on Part VIII Lines 1c and 8a (and noting companion Schedule G reporting) and noting insufficiency of GAAP reporting*Handling PPP loan forgiveness as a revenue stream*Inputting data in order to bifurcate an event's participant or purchaser's payment to "gift/contribution" versus fundraising event or sale revenue streams*What constitutes a "solicitation" expense that need be reported on Part IX, and thus cannot be characterized as a direct expense of a fundraising event or sale *Practical tips for handling revenues from silent auctions and guidance on auction of "rights to use" another's properties or services *Communicating with filers' managers as to the advance work they can perform to shortcut 990 documentation needs in this arena*Ramifications and results of 990 Part VIII reporting on each of the two "public support tests" |
| 2/11/2022 | 10 a.m. - 12:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WX-2992: Revenue Recognition Implementation and COVID-19 Challenges (Webinar) (21WX-2992)The major topics that will be covered in this class include:*Implementation of the 5 step model outlined in ASC 606 as well as the latest FASB activity *Revenue recognition issues related to the impact of collectability, variable consideration such as refunds, rebates, and contract modifications, significant financing, and onerous contracts. *The impact of COVID-19 disruption on each step of the 5-step process*Sample financial statement presentation and disclosures |
| 2/16/2022 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2801: Making Internal Audit an Asset for the CFO (Webinar) (21WX-2801)The major topics that will be covered in this class include:*Overlooked benefits your Internal Audit function can provide*Developing finance/audit personnel*Broadening finance staff assignments*Creating guest auditor rotations to develop and share best practices*Improving operational auditing*Enhancing compliance auditing*Creating third party auditing process to ensure out sourced risk is managed*Driving a culture of control |
| 1/26/2022 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2879: The New Psychology of Fraud with Dr. Toby Groves (Webinar) (21WX-2879)The major topics that will be covered in this class include:*How we unwittingly assist in the production of misleading information *The neuroscience of psychopathy*Behavioral profiling*The new psychology of skepticism*Cognitive errors including attribution and overgeneralization*How experience, intuition and assumptions can cause cognitive errors |
| 2/3/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3033: Interview: Intersection of Technology and Wellness (Webinar) (21WX-3033)The major topics that will be covered in this class include:*Unlearning past routines, embracing technology and learning how to take advantage of some of the latest developments that focus on connecting people in business and improving company culture*Self-discovery and mindfulness techniques*Integrate mindfulness into how you work yourself and with your teams*Develop healthy technology practices for better human connections |
| 2/21/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2863: Finding & Reporting 990 Filers' Related Organizations (Webinar) (21WX-2863)The major topics that will be covered in this class include:*The reach of "parent-subsidiary" and "sibling" status when the party who is the subject of "control" is a nonprofit/nonstock entity [note this applies both to ascertaining whether the filer is “controlled by” a related organization OR itself "controls" another nonstock entity]*Understanding what is considered "control" when a potential related organization is: a stock corporation; a partnership or an LLC taxed as a partnership; or a trust*The challenges of both finding “directly-controlled” related organizations versus imputing related organization status through “indirect control" *The two automatic status categories of related organizations: supporting organization connections (one entity being a 501(c)(3) with 509(a)(3) sub-classification from connection to another entity) and VEBA-unique categories *Overview information sought on Schedule R's Parts II-IV once the presence of one or more related organizations is ascertained*Schedule R Part V disclosure demands when a related organization is a "controlled entity" under, and thus subject to, Code section 512(b)(13)'s UBIT-reach*Overview of the Schedule R Part V disclosure requirements for 501(c)(3) filers who have a related organization itself recognized as tax-exempt under 501(c)(x) other than 501(c)(3) |
| 2/2/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3230: Presentation Skills for Auditors (Webinar) (21WX-3230)The major topics that will be covered in this course include:*How to connect with your audience*What to do when the unexpected happens*How to use your natural resources to enhance your message*How to narrow your message for maximum impact*What to avoid in a PowerPoint presentation |
| 3/16/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3199: Creating an Ethical Work Environment (Webinar) (21WX-3199)Ethical Values and Principles*Human Factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making |
| 3/14/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-3510: Office 365 Forms App Fundamentals (Webinar) (21WX-3510)The major topics that will be covered in this course include:*Orientation to the Forms app features and interface*Step-by-step process for creating a form*How to share your form with others to complete it*Tools for analyzing the form responses*Creating a quiz, e.g. a competency quiz*Alternative Forms app solutions |
| 4/15/2022 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-3038: White-Collar Crime: What is It? (Webinar) (21WX-3038)The major topics that will be covered in this class include:*What Constitutes White-Collar Crime*Parallel Proceedings: Civil Agencies and the Department of Justice*Corporations: Victims and Defendants*The Discovery of White-Collar Crimes*Deceptions and Fraud*The Collateral Consequences |
| 2/21/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-3326: Interview: Leveraging Change and Inspiring Innovation (Webinar) (21WX-3326)The major topics that will be covered in this class include:*How to develop creativity and resilience*Decision-making guidance for growth and adaptability*Inspiring innovation in your team |
| 3/25/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3088: How-To Guide to Fraud Investigations (Webinar) (21WX-3088)The major topics covered in this class include:*Typical asset misappropriation schemes and how they are carried out*Red flags of asset misappropriation schemes*Data analysis, including financial ratios that may identify irregularities*Analyzing financial statements for fraud investigations*In-depth asset misappropriation case study |
| 2/25/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3118: Transform Your Organization With Office 365 and Teams (Webinar) (21WX-3118)The major topics that will be covered in this course include:*Orientation to the Office 365 ecosystem*Strategic value of deploying Office 365*Using the Teams app as the central hub for your online communications and collaboration*Setting up your file management system with SharePoint and OneDrive*Leveraging the Office 365 mobile apps to take your office on the road*Using the Planner app to track and manage team projects*Harnessing the Forms app to convert your forms to digitally fillable online forms*Orientation to the Office 365 Admin app*Lightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offer*Tips and best practices for developing your Office 365 deployment strategy |
| 3/1/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New 21WX-3288: The Section 199A Deduction: Rules and Forms Reporting (Webinar) (21WX-3288)The major topics covered in this class include:*A deep-dive look at Section 199A, flow-through entity deduction*Calculation of qualified business income*Application to rental real estate "safe harbor" rule and aggregation rules*Self-rental rule for Section 199A compared to self-rental rule for passive activities*Differing impact on the sole proprietorship, partnerships and S corporations*Forms reporting in Form 8995 and Form 8995-A*Section 199A flowchart |
| 3/22/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3163: Excel: Building Powerful Lookup & Reference Formulas (Webinar) (21WX-3163)The major topics that will be covered in this class include:*Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions *Speeding up worksheet creation with the INDIRECT function *Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) *Using ERROR checking functions |
| 3/8/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3364: Reporting the Results of a Fraud Investigation (Webinar) (21WX-3364)The major topics covered in this class include:*Written reports and supporting documentation*Methods of presenting evidence to help non-accountants understand the numbers*Evaluating reports of opposing experts*Responding to a motion in limine or Daubert challenge as an expert witness*Common lines of questioning for financial experts*Preparing for deposition and trial*Effectively testifying at deposition and trial |
| 3/30/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3023: Professional Skepticism (Webinar) (21WX-3023)**The Professional Skepticism “Mind Set”*Recent Pronouncements*Professional Skepticism as Diligence*Cases and Controversies*Conclusion |
| 2/18/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WX-3337: Power BI: OLAP Formulas & More Time Intelligent Functions (Webinar) (21WX-3337)The major topics that will be covered in this class include:*OLAP functions to create custom calculations on an Excel worksheet*Measures that help determine the date of your refreshed data*Advanced time intelligent functions to create date-based measures |
| 3/28/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3296: Guide to Cyber Security Planning (Webinar) (21WX-3296)*Privacy and data security*Scams and fraud*Network and website security*Email*Mobile devices*Employees*Facility and operational security*Payment cards*Incident response and reporting*Security policy development |
| 3/23/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3614: Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (21WX-3614)The major topics covered in this class include:*Discussion of the impact of the Section 199A flow-though entities on partnerships and their partners*The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another*Distinguishing "recourse" loans from "nonrecourse" loans*Review of the Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Review of the Section 465 "at-risk" rules ad how they impact Schedule K-1 reporting |
| 4/27/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3037: Tax Implications of Cryptocurrency (Webinar) (21WX-3037)The major topics that will be covered in this class include:*Blockchain basics*Classification of cryptocurrency*IRS Notice 2014-12*Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency.*Gift tax rules for donating, gifting or bequeathing cryptocurrency.*Traps for the unwary. |
| 2/21/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2861: Ethics in the Real World with Dr. Toby Groves (Webinar) (21WX-2861)The major topics that will be covered in this class include:*Why model codes of ethics fail*The science behind organizations “Ethical DNA”*Understanding the psychology behind “Tone at the Top” *The interaction between critical thinking and ethics*Breaking myths about motivation related to decision making*Ethical decision-making under pressure*Are ethics and morals “fixed” or can we learn to improve |
| 2/2/2022 | 1:30 - 2:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-2885: Ethics: How to Build and Keep Your A-Team (Webinar) (21WX-2885)You will learn the four key components of building and keeping your A-team. In addition to finding knowledgeable and skilled people, you must:*Advertise for character*Hire for character*Promote and fire for character*Walk the talk |
| 2/4/2022 | 1:30 - 2:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-2892: Tools To Get Your Clients Organized (Webinar) (21WX-2892)*Taking an inventory of finances*Settling affairs at the end of life*How to work with the client during this time |
| 2/4/2022 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-3639: Tax Practice Standards (Webinar) (21WX-3639)The major topics that will be covered in this class include:*How tax professionals have a heavy responsibility to serve the client, yet still properly adhere to the multitude of tax rules.*How tax standards help guide the practitioner to maintain objectivity, avoid conflicts of interest and provide high quality professional client services*Real-life examples from the speaker's extensive experience as a tax practitioner and as an expert witness in accounting malpractice cases to illustrate these concepts. |
| 4/29/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-3380: Get Inside the Room Where it Happens (Webinar) (21WX-3380)The major topics that will be covered in this class include:*What clients want*Identifying client pain points*Making the shift from technical expert to problem solve |
| 4/1/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3471: Leading Up: Partnering With Your Boss (Webinar) (21WX-3471)The major topics that will be covered in this course include:*Self-assessment*Influence project management tools |
| 4/12/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-3485: Excel: Using Charts for a Non-Financial Audience (Webinar) (21WX-3485)The major topics that will be covered in this class include:*Selecting the right chart type *Creating dynamic charts*Choosing data to display as a chart *Customizing charts with all the various chart options *Printing and sharing your charts |
| 4/13/2022 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3159: Artificial Intelligence for Accountants (Webinar) (21WX-3159)*AI snapshot*AI's multiple implications for the accounting profession*AI case studies *Leading AI categories *Key AI resources and communities online *AI starter strategy for accountants |
| 3/8/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3491: White-Collar Crime: What is It? (Webinar) (21WX-3491)The major topics that will be covered in this class include:*What Constitutes White-Collar Crime*Parallel Proceedings: Civil Agencies and the Department of Justice*Corporations: Victims and Defendants*The Discovery of White-Collar Crimes*Deceptions and Fraud*The Collateral Consequences |
| 4/13/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-2973: Ethics: Uncomfortable Conversations and Inconvenient Truths (Webinar) (21WX-2973)The major topics that will be covered in this class include:*New research in the field of diversity and inclusion*Equity and corporate culture*Change management in the area of diversity and inclusion*Organizational psychology and diversity in teams |
| 2/15/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-2871: Advanced Googling for Accountants (Webinar) (21WX-2871)*Getting Google Ready*Google Mobile Tools*Google Personalization and Optimization*Google Eyes and Ears: How Google Can Literally Read, Hear and See You.*Googling to Your Own Devices: How Results Vary By Computer *Hiding in Plain Sight: What You're Missing on the Google Results Page*Google Sweet Talk*Power Search Tools*Google Verticals*How to Be a Google Super Hero: Three Key Strategies |
| 2/3/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2762: Ethics and Unbilled Taxes: The Auditor's Untold Story (Webinar) (21WX-2762)*Reviewing Financial Statements with Management*Rules Regarding Subordination of Judgement*Properly Handling Correction of Errors and Prior Period Adjustments*Assessing Risks of Material Misstatements*Other Materiality Issues |
| 1/21/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WX-3214: Excel: Advanced Defined Names & Excel Tables (Webinar) (21WX-3214)The major topics that will be covered in this class include:*Using the INDIRECT function with Defined Names*The importance of Consistent Column Calculations*Ways to create Consistent Column Calculations*Using Structured Table References in formulas |
| 3/15/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2925: Emerging and Evolving Issues in Marijuana and Hemp/CBD (Webinar) (21WX-2925)The major topics that will be covered in this class include: *The growing acceptance of CBD products and formulations*The historical background of the cannabis plant*The evolution of laws and regulations related to marijuana and industrial hemp |
| 2/9/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2933: Transactions with Interested Persons: Form 990 Schedule L (Webinar) (21WX-2933)The major topics that will be covered in this class include:*Reviewing both: (a) the methodology that Schedule L employs in Parts II - IV to cast sunlight on the fact that an "Interested Person" (IP) engaged with the filer in loan arrangements; or was the beneficiary of grants or assistance from the filer; or had business transactions with the filer that exceeded de minimis thresholds; and (b) the five categories by which IP status vests for purposes of these three parts*Explanation of the dollar-amount thresholds applicable in Schedule L's Part IV when disclosing "business transactions", and preparation tips for applying these thresholds*Summary of Schedule L's Part III instructions as to what constitutes the provision of grants or assistance to an IP, and overview of the special rule educational institutions have that allows them to not withhold the names of scholarship or fellowship recipients*Schedule L's Part II reporting on loans outstanding with IPs, along with preparation tips*Quick intro to the Code section 4958 excise tax scheme that 501(c)(3) and (c)(4) filers are subject to should they have conveyed "excess benefit" in any transaction with a disqualified person; and timing and disclosure considerations in play with Schedule L's Part I reporting |
| 2/9/2022 | 10 a.m. - 12:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WX-3408: Responsibility to the Public by the CPA (Webinar) (21WX-3408)The major topics covered in this class include:*AICPA Code of Conduct: Responsibility to the Public and Due Care*Case study: Health South*Returning client records*Confidential information*Whistleblowing provisions |
| 4/5/2022 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New 21WX-3515: Analyzing Financial Statements (Webinar) (21WX-3515)The major topics that will be covered in this class include:*Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances |
| 4/18/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2852: Robotic Process Automation (RPA) for Accountants (Webinar) (21WX-2852)*RPA overview*Technology pros and cons*Implications for the accounting profession*Case studies *Leading vendors *Lessons learned to date*Key resources and communities online *Starter strategy for accountants |
| 2/1/2022 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3007: Key Cybersecurity Controls for CPAs (Webinar) (21WX-3007)The major topics that will be covered in this class include:*The five key tenets of cybersecurity: Identify, Detect, Protect, Respond, Recover*Review specific cybersecurity controls within each of the five cybersecurity tenets*How to appropriately assess key cybersecurity controls |
| 2/17/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3392: Nonprofit Taxation: Key Tax Rules (Webinar) (21WX-3392)The major topics covered in this class include:*Recent tax legislation and developments related to nonprofit entities*Paycheck Protection Program eligibility for nonprofits*Basics of unrelated business income tax*Excise tax on salaries exceeding $1 million*Denial of fringe benefits and taxation of their value as UBIT*Separating businesses for purposes of UBIT*Excess parachute payments |
| 4/4/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3129: The Science of Organizational Culture & Decision-Making (Webinar) (21WX-3129)The major topics that will be covered in this class include:*Definition of a social immune system and how does it work*Why groupthink develops and how to stop it*Unconscious bias in teams*How to assess various dimensions of organizational culture*Effective change management processes*Understanding organizational DNA and how to build a curiosity culture*The psychology of diversity, innovation and resilience*The science of group dynamics and systems thinking |
| 3/2/2022 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-3002: Excel: Auditing Your Spreadsheets for Maximum Accuracy (Webinar) (21WX-3002)The major topics that will be covered in this class include:*Proofing techniques*Excel Auditing Tools*Using the Data Validation feature*Techniques to cross-foot and validate your spreadsheets |
| 2/17/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2874: Debt or Equity: Which Will Your Organization Need Next? (Webinar) (21WX-2874)The major topics that will be covered in this class include:*Understand your cost of capital*Interpreting your cost of capital properly*Evaluate the pros and cons of debt*How to raise debt?*Understand the pros and cons of equity*Learn how to raise equity*Understand the decision process through several real world organizations examples |
| 2/3/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3549: The Ethics of Care in the Workplace (Webinar) (21WX-3549)The major topics that will be covered in this class include:*Ethical Values and Principles*Compassion*Managing Expectations*Respect and Humility*Attribution Theory |
| 4/20/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-3315: Working Smarter: Power-up Your Productivity (Webinar) (21WX-3315)The major topics that will be covered in this course include:*Increasing personal and professional productivity*Identifying high-value projects that align with your organization's mission*Implementing effective project management tools |
| 3/24/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2764: Excel: Create KPI Dashboards for Maximum Impact (Webinar) (21WX-2764)The major topics that will be covered in this class include:*Dashboard design guidelines*Setting up a Data Model*Creating calculated fields and columns*Creating KPIs*Adding a linked table to the data model*Creating PivotTables and PivotCharts*Adding Power View visualizations*Reviewing the completed dashboard |
| 1/21/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3528: Fixing Your Chart of Accounts (Webinar) (21WX-3528)Current Chart of Accounts Best Practices*Why developing a chart of accounts begins with studying your organizational chart*How to identify your account segments*Determining the order of your account segments*Best practices for numbering account bases*How to avoid memorizationFixing Your Current Chart of Accounts*How big company and small company software differs*Two key approaches for preserving your historical data*What to know when making major chart of accounts changes |
| 4/19/2022 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-3373: Tax Procedure: From Filing to Litigation (Webinar) (21WX-3373)The major topics that will be covered in this class include:*Providing a solid foundation on what options a client may have in tax controversy matters.*Practical strategies for managing the IRS audit team in order to maximize the client's ability to obtain a favorable outcome.*Real-life examples of discussed concepts drawn from the speaker's extensive experience as an IRS controversy specialist handling large-case audits. |
| 3/31/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3533: Money Laundering Awareness for Accountants (Webinar) (21WX-3533)The major topics that will be covered in this class include:*Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics |
| 4/19/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-3353: Tax Implications of Cryptocurrency (Webinar) (21WX-3353)The major topics that will be covered in this class include:*Blockchain basics*Classification of cryptocurrency*IRS Notice 2014-12*Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency.*Gift tax rules for donating, gifting or bequeathing cryptocurrency.*Traps for the unwary. |
| 3/29/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3123: Excel: Formatting Spreadsheets for Beginners (Webinar) (21WX-3123)The major topics that will be covered in this class include:*Cell formatting basics (fonts, fill, borders, alignment, numbers)*Using quick formatting tools (Cell Styles, copy & pasting, cell formats)*Printing your spreadsheets (page layout, printing to paper and PDF) *Creating and using templates*Create a Default layout (Workbook, sheets, settings) |
| 3/2/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3169: How Machines Are Coming Alive and Ruling the World (Webinar) (21WX-3169)The major topics that will be covered in this class include:*What is the Internet of Things (IoT)? *IoT In Action*IoT Economic Impacts*How IoT Will Impact Accountants*Structured vs. Unstructured Data: The New Accounting Frontier*Leading IoT Challenges and Risks*Emerging IoT Business Models for Accountants*How to Monetize IoT*IoT Starter Strategy*IoT Case Studies |
| 3/9/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2732: Bitcoin Fundamentals: What Every CPA Should Know (Webinar) (21WX-2732)The major topics that will be covered in this class include:*The evolution of money: barter, gold, paper, digital, crypto currency*Bitcoin defined: technology, currency, payment system, store of value*How Bitcoin works: origin, network, nodes, miners, transactions*Participating in the Bitcoin network: procuring, spending, accepting and storing Bitcoin*Introduction to Ethereum, a substantial alternative to Bitcoin*Income tax implications of Bitcoin and other crypto currencies*Analysis of the current market value of Bitcoin and Ethereum |
| 1/19/2022 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WX-2774: CPA Crossings Technology Trends Update (Webinar) (21WX-2774)The major topics that will be covered in this course include:*Emerging mega technologies at the core of “Industry 4.0” - what they are and potential applications*State of the cloud computing market and working remotely*The explosive growth in the Internet of Things (IoT)*Big data, data analytics and KPI dashboards, the new frontier for CPAs*Automation through artificial intelligence (AI), machine learning and robotic process automation (RPA)*Blockchain technology: the new data storage model*Digital and crypto currencies: Bitcoin, Ethereum and more*Current state of cloud based software – financial, ERP, workflow and personal productivity applications*Update on personal devices: PCs, displays, mobile and more |
| 1/24/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WX-3128: The Science of Ethics with Dr. Toby Groves (Webinar) (21WX-3128)The major topics that will be covered in this class include:*Learn how to resolve competing motivations*Recognize ethically relevant behavioral cues at the individual, team, and organizational levels*Learn the cognitive tools to combat bias and situation blindness*Hear the methods that help teams debate problems effectively*Understand the science behind cultural norms |
| 3/2/2022 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-3207: The GAAP Between Legal and Illegal: Financial Self-Reporting (Webinar) (21WX-3207)*Corporate Duty to Disclose Illegalities*Auditor Duty to Investigate Potential Illegalities*Whistleblower Protections*Cases and Controversies |
| 3/14/2022 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-3082: Adobe Acrobat: Increase Your Productivity With PDF Files (Webinar) (21WX-3082)The major topics that will be covered in this class include:*Navigating Adobe Acrobat DC*Creating PDF files from other applications*Organize PDF files and pages within a PDF*Using the annotation tools to review and markup PDF files*Preparing your PDF for printing*Creating links to pages, files and websites*Securing your PDF files*Searching PDF files*Creating fillable forms*Adobe Acrobat integration with Office 365 |
| 2/25/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WX-3493: Critical Thinking Masterclass (Webinar) (21WX-3493)The major topics that will be covered in this class include:*Cognitive bias*Conducting a “thinking audit”*Metathinking*Professional skepticism*Decision mapping*Habit replacement*Emotional intelligence*Memory enhancement |
| 4/14/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3343: 7 Essentials For Effective Online Meetings and Trainings (Webinar) (21WX-3343)The major topics that will be covered in this class include:*Presentation skills*Managing technology*Communication skills |
| 3/29/2022 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-3185: Remote Auditing: Management and Supervision (Webinar) (21WX-3185)The major topics covered in this class include: *Challenges of working remotely*Best practices for remote supervision of individuals*Remote team management |
| 3/10/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2752: Excel: Using PivotTables for Data Analysis (Webinar) (21WX-2752)The major topics that will be covered in this class include:*The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts |
| 1/20/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WX-3607: Avoid Failures: Succeed Through Experimentation (Webinar) (21WX-3607)The major topics that will be covered in this class include:*Learning by experimentation*The best leaders want experiments and will accept temporary setbacks*How to fire bullets, not cannonballs*Discussion of how to create enduring progress |
| 4/27/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3034: Office 365 OneDrive App: Managing and Storing Your Files (Webinar) (21WX-3034)The major topics that will be covered in this course include:*Orientation to the OneDrive interface and features*Saving files to OneDrive through uploads and directly from applications*Working with OneDrive files in your Office applications*Managing the storage of your files in OneDrive*Sharing access to your OneDrive files internally and externally*Understanding how to manage your OneDrive configuration settings*Using the OneDrive sync app to synchronize files to your local device*Managing the OneDrive sync app settings |
| 2/21/2022 | 1 - 4 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WX-3411: COVID-19: Impact on SSARS and Other Attest Engagements (Webinar) (21WX-3411)The major topics that will be covered in this class include:*Issues and disruptions from the impact of COVID-19 such as financial reporting framework, documentation and understanding of an engagement, non-attest services, performance requirements on review engagements, compilation and preparation engagements and reporting issues*Common findings identified in connection with Peer Reviews on SSARS engagements |
| 4/6/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3019: Improving Realization on Small Business Audits (Webinar) (21WX-3019)The major topics that will be covered in this class include:*Project management is an economic issue*Setting expectations for seniors on completing the audit*Supporting the engagement team during the audit*Reinforcing productive habits in others |
| 2/18/2022 | 2 - 4 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| 21WX-3620: Working Smarter: Power-up Your Productivity (Webinar) (21WX-3620)The major topics that will be covered in this course include:*Increasing personal and professional productivity*Identifying high-value projects that align with your organization's mission*Implementing effective project management tools |
| 4/27/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3387: Automation Survival Guide for Accountants (Webinar) (21WX-3387)*Current VUCA Business environment *Gartner Hype Cycle*Emerging Technology Impact on Accounting Profession*Artificial intelligence*Recognition technologies*Smart homes*Internet of things*Wearable technologies*Smart cities*Autonomous transportation:*Augmented Analytics *Immersive Reality*Key CPA opportunities/challenges *Practical tips on how practitioners can optimally respond |
| 4/4/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2757: Success is Not Losing: Risk Management and Disaster Recovery (Webinar) (21WX-2757)The major topics that will be covered in this course include:*Risk management*Disaster response*Business continuity |
| 1/20/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2798: Ethics: 10 Essential Movies, TV Shows and Books for CPAs (Webinar) (21WX-2798)You will receive summaries of some of the best movies, TV programs, and books for CPAs who want to take their businesses to a higher level of success. Some of the works we'll discuss are:*The Godfather*Aristotle's Nicomachean Ethics*Curb Your Enthusiasm*The Invention of Lying *...and many more! |
| 1/26/2022 | 1:30 - 2:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New 21WX-3286: Self-Rental Real Estate: How to Integrate the New Rules (Webinar) (21WX-3286)The major topics covered in this class include:*Definition of self-rental property, both Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity)*Self-rental property and the flow-through entity grouping election*Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules |
| 3/22/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3451: Independence and Conflicts of Interest (Webinar) (21WX-3451)The major topics covered in this class include:*AICPA Code of Conduct: Independence, Conflicts of Interest, *Case Study: Olympus*Case Study: Buca di Beppo |
| 4/11/2022 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 21WX-3098: Ethics: 10 Essential Movies, TV Shows and Books for CPAs (Webinar) (21WX-3098)You will receive summaries of some of the best movies, TV programs, and books for CPAs who want to take their businesses to a higher level of success. Some of the works we'll discuss are:*The Godfather*Aristotle's Nicomachean Ethics*Curb Your Enthusiasm*The Invention of Lying *...and many more! |
| 2/28/2022 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-2808: Bumper Sticker Ethics v. Professional Ethics (Webinar) (21WX-2808)*Introduction: "Bumper Sticker Ethics" *Thinking About Ethics: Digging a Little Deeper*Compare: Principles of Professional Ethics in Accounting*Case Study: Frank v. Dana Corp.*Conclusion: The Conceptual Framework as an Ethics Resource |
| 1/27/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 21WX-3153: Ethics in a Crisis World: Tales From the Front (Webinar) (21WX-3153)The major topics that will be covered in this course include:*"Tales from the Front" practice issues facing CPAs in these extraordinary times.*Review of the AICPA Code of Professional Conduct*Review of Circular 230*Client tax return disclosure rules (Section 6103)*Crisis impact on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing and collection |
| 3/7/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-3005: Intro to Remaining "Most Common" Form 990 Schedules: D & G (Webinar) (21WX-3005)The major topics that will be covered in this class include:*Overview of what comprises a "fundraising event or sale"*Explanation of the low receipt thresholds by which Schedule G's Parts II (fundraising events and sales) and III (gaming) are invoked *How Schedule G's Part II amplifies summary data inputted on Part VIII, Lines 1c, 8a and 8b *Review of what constitutes gaming activity*Noting the underlying three tax issues that gaming activities implicate: potential unrelated business income tax, unmet payroll tax if volunteer worker/contractor status is improperly claimed, and wagering excise taxes*Discussion of what makes a provider a "professional fundraiser" and what information filers are responsible to report in Schedule G's Part I related to their use*Explanation of the entirety of Schedule D "triggers" employed upon the 990's Core Form Part IV *Highlighting the common potholes Schedule D preparers face |
| 2/17/2022 | 9:30 a.m. - 12 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| 21WX-3419: Power BI: Analyze Your Data With Excel Pivot Tables (Webinar) (21WX-3419)The major topics that will be covered in this class include:*The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotChartsThis course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 4/6/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WX-2901: Lessons in Leadership: Confessions of a Mompreneur (Webinar) (21WX-2901)The major topics that will be covered in this class include:*The three promises to live and work by.*How accountability in action speaks volumes.*The three choices we all have in any given situation.*Leading through learning, listening and leveraging. |
| 2/7/2022 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-3587: Mixed Reality: Real-Life Holodecks to Optimize Work & Profit (Webinar) (21WX-3587)The major topics that will be covered in this class include:*What is mixed reality? *What value does it offer accountants?*Leading vendors and exhibitions*Virtual reality software*Augmented reality software*3-D modeling*Engineering simulations*Productivity and work case studies*Professional services*Behavioral insights*Development platforms*Sector case studies: training, home automation, transportation, education, legal, law enforcement, medical, military, shopping, fitness, construction, travel, hospitality, gaming, sports, entertainment, advertising*Mixed reality hardware*Help resources*Key takeaways |
| 4/25/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3359: Excel: Auditing Your Spreadsheets for Maximum Accuracy (Webinar) (21WX-3359)The major topics that will be covered in this class include:*Proofing techniques*Excel Auditing Tools*Using the Data Validation feature*Techniques to cross-foot and validate your spreadsheets |
| 3/30/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2985: Delivering Bad News? Don't Be the Messenger Who Gets Shot! (Webinar) (21WX-2985)The major topics that will be covered in this class include:*Improving the communication skills of financial professionals*What is the message?*Who will receive the message?*How to convey the message.*Formats, timing and approaches.*Pros and cons of each method.*Decision criteria to help choose a better approach for each situation. |
| 2/16/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3051: Shorten Month-End: Closing Best Practices (Webinar) (21WX-3051)*Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close*Review and discuss information systems' headaches that slow you down*Work through examples of close cycle “time killers” and how to resolve them*Get inventory and cost of sales under control*Identify the improvement projects that will yield the biggest benefit*Review what leading edge finance managers are doing to close more quickly |
| 2/22/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WX-3412: Debt or Equity: Which Will Your Organization Need Next? (Webinar) (21WX-3412)The major topics that will be covered in this class include:*Understand your cost of capital*Interpreting your cost of capital properly*Evaluate the pros and cons of debt*How to raise debt?*Understand the pros and cons of equity*Learn how to raise equity*Understand the decision process through several real world organizations examples |
| 4/6/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3613: Keeping your Clients out of IRS Jail (Webinar) (21WX-3613)The major topics that will be covered in this class include:*Overview of available technology and resources to help provide attendees tools to assist their clients minimize exposure to tax audit issues. *The focus of the IRS is during audits, record-keeping and vital conversations to have with your clients. |
| 4/27/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2942: Office 365 Forms App Fundamentals (Webinar) (21WX-2942)The major topics that will be covered in this course include:*Orientation to the Forms app features and interface*Step-by-step process for creating a form*How to share your form with others to complete it*Tools for analyzing the form responses*Creating a quiz, e.g. a competency quiz*Alternative Forms app solutions |
| 2/10/2022 | 1:30 - 2:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-2791: Keeping your Clients out of IRS Jail (Webinar) (21WX-2791)The major topics that will be covered in this class include:*Overview of available technology and resources to help provide attendees tools to assist their clients minimize exposure to tax audit issues. *The focus of the IRS is during audits, record-keeping and vital conversations to have with your clients. |
| 1/25/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3182: Lessons in Leadership: Confessions of a Mompreneur (Webinar) (21WX-3182)The major topics that will be covered in this class include:*The three promises to live and work by.*How accountability in action speaks volumes.*The three choices we all have in any given situation.*Leading through learning, listening and leveraging. |
| 3/10/2022 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-3021: Keeping your Clients out of IRS Jail (Webinar) (21WX-3021)The major topics that will be covered in this class include:*Overview of available technology and resources to help provide attendees tools to assist their clients minimize exposure to tax audit issues. *The focus of the IRS is during audits, record-keeping and vital conversations to have with your clients. |
| 2/18/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3305: Excel: Using PivotTables for Data Analysis (Webinar) (21WX-3305)The major topics that will be covered in this class include:*The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts |
| 3/24/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WX-2983: Cash Conversion Cycle: Tools and Techniques (Webinar) (21WX-2983)Topics Discussed:*Why the cash conversion cycle is your organization's lifeblood*Why traditional liquidity measures are no longer sufficient*How the cash conversion cycle provides a complete picture of your organization's cash management issues*Compare four cash management metrics to your organization and your competitors*Understand the arguments for and against cash accumulation |
| 2/16/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3282: How to be a Change Leader (Webinar) (21WX-3282)The major topics that will be covered in this class include:*The critical importance of leading change in today's organizations*The seven aspects of leading change well*Setting expectations - the foundation of successful change*How to create a vision that achieves buy-in*How to form a coalition, an essential component of any change effort *How to mobilize and use change networks to accelerate change*Best practice communication strategies*Establishing 360 feedback mechanisms and measurement*Intrapersonal and interpersonal skills toolkit |
| 3/22/2022 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-3627: Individual Tax Update with Steve Dilley (Webinar) (21WX-3627)The major topics covered in this class include:*NEW 2020-21 tax legislative developments and rulings impacting individual taxpayers, including COVID-19 related updates*Update and highlights of recent Acts, including December 2020 and Spring 2021 relief acts*Form 1040 and any significant changes to related forms and schedules*Section 199A update, including rental real estate and other passive activity losses*Capital gains and losses*Child tax credit*Any other key rulings and regulations impacting individual taxpayers |
| 4/28/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3388: Cost of Capital Determinations for Business Appraisal (Webinar) (21WX-3388)Participants receive a solid overview of the fundamental concepts underlying cost of capital in the context of a closely held business with particular focus on the use of a build-up model. Where the data comes from will be a key focus, as will the areas the require subjective judgement with respect to supporting growth rates and unsystematic risk elements. |
| 4/4/2022 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-2746: Analyzing Financial Statements (Webinar) (21WX-2746)The major topics that will be covered in this class include:*Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances |
| 1/20/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3479: Emotional Intelligence: The Critical Factor in Success (Webinar) (21WX-3479)The major topics that will be covered in this class include:*What is 'Emotional Intelligence'*Understand emotions, your emotions and others*Utilize appropriate social skills*Understand the value of a timely pause*Why should you forgive and forget?*Properly managing emotions*Know how to handle pressure and setbacks |
| 4/13/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2797: Ethics in a Crisis World: Tales From the Front (Webinar) (21WX-2797)The major topics that will be covered in this course include:*"Tales from the Front" practice issues facing CPAs in these extraordinary times.*Review of the AICPA Code of Professional Conduct*Review of Circular 230*Client tax return disclosure rules (Section 6103)*Crisis impact on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing and collection |
| 1/26/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-3133: Finding & Reporting 990 Filers' Related Organizations (Webinar) (21WX-3133)The major topics that will be covered in this class include:*The reach of "parent-subsidiary" and "sibling" status when the party who is the subject of "control" is a nonprofit/nonstock entity [note this applies both to ascertaining whether the filer is “controlled by” a related organization OR itself "controls" another nonstock entity]*Understanding what is considered "control" when a potential related organization is: a stock corporation; a partnership or an LLC taxed as a partnership; or a trust*The challenges of both finding “directly-controlled” related organizations versus imputing related organization status through “indirect control" *The two automatic status categories of related organizations: supporting organization connections (one entity being a 501(c)(3) with 509(a)(3) sub-classification from connection to another entity) and VEBA-unique categories *Overview information sought on Schedule R's Parts II-IV once the presence of one or more related organizations is ascertained*Schedule R Part V disclosure demands when a related organization is a "controlled entity" under, and thus subject to, Code section 512(b)(13)'s UBIT-reach*Overview of the Schedule R Part V disclosure requirements for 501(c)(3) filers who have a related organization itself recognized as tax-exempt under 501(c)(x) other than 501(c)(3) |
| 3/3/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3299: Money Laundering Awareness for Accountants (Webinar) (21WX-3299)The major topics that will be covered in this class include:*Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics |
| 3/23/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-3321: Ethics of Big Data: Is That a Thing? (Webinar) (21WX-3321)*Introduction: Big Data is Getting Bigger*Ethical Implications of Big Data Getting Bigger*Ethics of Big Data: Three Theories*Trust Theory and the Duty to be Aware*Rules Theory and the Duty to Monitor*Cases |
| 3/25/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-2735: How to Bring an IRS Whistleblower Case (Webinar) (21WX-2735)The major topics that will be covered in this class include:*The IRS whistleblower program *How to file a claim that actually gets worked and paid |
| 1/19/2022 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-3252: Emerging Trends in Auditing, SSARS and Attestation Engage (Webinar) (21WX-3252)The major topics covered in this class include:*AICPA standards update including recent changes to the audit and attestation standards, as well as the preparation, compilation, and review standards merging trends impacting auditing including artificial intelligence and data analytics. |
| 3/18/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WX-2946: Yellow Book Independence and Single Audit Fundamentals (Webinar) (21WX-2946)The major topics that will be covered in this class include:*The conceptual framework approach to independence*Independence threats related to preparing financial statements and accounting records*Consideration of specific non-audit services that would and would not impair independence*Documentation necessary to support adequate consideration of auditor consideration *Fundamentals of a compliance audit performed under the Uniform Guidance *Schedule of expenditure of federal awards *Determination of major programs *Using the Compliance Supplement *Uniform Guidance administrative requirements and cost principles *Testing internal control over compliance *Testing compliance*Writing an audit finding *Reporting requirements of a single audit *COVID-19 changes |
| 2/10/2022 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WX-2743: S Corporations: How to Calculate Shareholder Basis (Webinar) (21WX-2743)The major topics covered in this class include:*How to calculate basis when the entity is formed*Impact of contributed property*Explanation of the importance of shareholder loans to the entity*Comprehensive example of the mechanics of the basis determination process*How basis is impacted by distributions of corporation property*How basis is impacted by the sale/liquidation of S corporation interest*How S corporation losses impact Form 1040, Schedule E reporting*Illustration of how to get from the Schedule K-1 information to the basis calculation |
| 1/19/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3190: Ethical Challenges for CPAs: Do You Have a Breaking Point? (Webinar) (21WX-3190)The major topics that will be covered in this course include:*Explore cases of practitioners that succumbed to pressure and lost their livelihoods - from helping clients avoid restating earnings to backdating changes to audit work papers. *Discuss the pressures that cause CPAs to cross the line and how to make sure you do not succumb to the pressure. What are the ethical principles that CPAs are required to follow? Is there a way out? *Consider other cases of CPAs that became fraudsters. Who is responsible for fraud prevention? How can you keep your clients safe from them? |
| 3/11/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-2867: Legal Planning for Care Giving of Elderly/Disabled Clients (Webinar) (21WX-2867)The major topics that will be covered in this class include:*Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.*Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.*When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations. |
| 2/2/2022 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-3292: A Question of Balance: Exploring Work Life Challenges (Webinar) (21WX-3292)The major topics that will be covered in this course include:*The fallacy of the "balance line"*The importance of the "million dollar question"*The balance "top 10 List"*The benefits of a balanced professional life |
| 3/23/2022 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-2820: Cost of Capital in Business Appraisal in a Post COVID-19 Era (Webinar) (21WX-2820)The major topics that will be covered in this class include:*An exploration of the Business Valuation Resources, Cost of Capital Professional resource*Explanation of the integration of data from multiple sources to the platform*Cost of capital fundamental principles will be covered*An overview of the Duff & Phelps Navigator |
| 1/28/2022 | 12:30 - 2:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-3032: Insider Dealings and Sunshine: Schedule L's Parts II-IV (Webinar) (21WX-3032)The major topics that will be covered in this class include:*Review of the "harmonized" five categories by which "Interested Person" (IP) status vests and explanation of the additional categories in play for Parts II and IV*Tips for accessing appropriate documentation from Trustees-Directors, Officers and Key Employees as to presence of reportable events with them or with those who have IP status because of family member connection to them OR by due to status as a "35% controlled entity" of one or more IPs*Handling Part IV's "business transactions" reportable thresholds and working with the possible exceptions from "business transaction" characterization*"Yes, this means IPs will be named!" – addressing IP's privacy concerns and/or requests to omit individuals or company names when reporting business transactions on Part IV*Reporting demands of Part II, including aspects of managing loans with IPs in favor of public relations needs raised by this part*Reporting demands of Part III, including: drill-down into the two key exceptions to Part III's reporting of grants or assistance to an IP and address of educational institutions' exception from requirement to disclose names of scholarship or fellowship recipients and how same connects to governance reporting in Core Form 990's Part VI |
| 2/21/2022 | 2 - 4:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WX-3490: S Corporations: How to Calculate Shareholder Basis (Webinar) (21WX-3490)The major topics covered in this class include:*How to calculate basis when the entity is formed*Impact of contributed property*Explanation of the importance of shareholder loans to the entity*Comprehensive example of the mechanics of the basis determination process*How basis is impacted by distributions of corporation property*How basis is impacted by the sale/liquidation of S corporation interest*How S corporation losses impact Form 1040, Schedule E reporting*Illustration of how to get from the Schedule K-1 information to the basis calculation |
| 4/13/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3565: Assessing the Impact of COVID-19 Enterprise Value (Webinar) (21WX-3565)The major topics that will be covered in this class include:*An exploration of the use of a detailed analytical framework assessing the impact of COVID-19 on enterprise value*Discounted Cash Flow method paired with another framework to estimate enterprise value |
| 4/22/2022 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-3624: Emerging and Evolving Issues in Marijuana and Hemp/CBD (Webinar) (21WX-3624)The major topics that will be covered in this class include: *The growing acceptance of CBD products and formulations*The historical background of the cannabis plant*The evolution of laws and regulations related to marijuana and industrial hemp |
| 4/28/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2765: How to Read Body Language (Including Virtual) (Webinar) (21WX-2765)The major topics that will be covered in this class include:*Detect liars: read the “micro-expressions” of deception during virtual conversations*Understand the facial expressions of emotion (interest, curiosity, attention) through “reading” facial expressions*Interpret body language and what it may mean in a given context |
| 1/21/2022 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 22WX-0050: Resolving Payroll Tax Debts (Webinar) (22WX-0050)The major topics that will be covered in this class include:*The basics of resolving an outstanding payroll tax debt *Handling personal liability for owners and key employees *Issues pursuant to the trust fund recovery penalty |
| 4/30/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2768: Outlook: Mastering Email Composition from A to Z (Webinar) (21WX-2768)The major topics that will be covered in this course include:*Orientation to the Outlook interface and navigation*Detailed review of the Outlook email composition ribbon*Selecting email recipients and understanding address books*Formatting message text from A to Z*Tagging messages for follow-up*Attaching files, business cards and your calendar to messages |
| 1/21/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WX-3511: Office 365 OneDrive App: Managing and Storing Your Files (Webinar) (21WX-3511)The major topics that will be covered in this course include:*Orientation to the OneDrive interface and features*Saving files to OneDrive through uploads and directly from applications*Working with OneDrive files in your Office applications*Managing the storage of your files in OneDrive*Sharing access to your OneDrive files internally and externally*Understanding how to manage your OneDrive configuration settings*Using the OneDrive sync app to synchronize files to your local device*Managing the OneDrive sync app settings |
| 4/15/2022 | 8 - 11 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WX-3174: Office 365 Planner App Fundamentals (Webinar) (21WX-3174)The major topics that will be covered in this class include:*Navigating the Planner app interface*Creating, organizing and assigning tasks*Collaborate and share files with other team members working on the plan*Leverage the integration of Planner with other Office 365 apps*Developing a strategy for deploying Planner in your organization |
| 3/9/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2957: Don't Let Conflict Derail your Relationships (Webinar) (21WX-2957)You will learn strategies and tactics to:*Identify conflict quickly*Understand your own conflict response style*Identify what triggers you or other to get angry by learning how the brain works*Learn how to have a conversation that dissolves conflict*Tips for learning multiple strategies for managing conflict |
| 2/14/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2869: The CFO Who Went to Prison (Webinar) (21WX-2869)The major topics that will be covered in this class include:*The importance of values*Identifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies |
| 2/2/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-3436: Breaking Free of the CPA Box (Webinar) (21WX-3436)Topics Discussed:*Understand why new skills are needed in the accounting profession.*Learn the eight entrepreneurial skills.*How you can break free of the box and drive success in your life. |
| 4/8/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3600: Cost of Capital in Business Appraisal in a Post COVID-19 Era (Webinar) (21WX-3600)The major topics that will be covered in this class include:*An exploration of the Business Valuation Resources, Cost of Capital Professional resource*Explanation of the integration of data from multiple sources to the platform*Cost of capital fundamental principles will be covered*An overview of the Duff & Phelps Navigator |
| 4/26/2022 | 10:30 a.m. - 12:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-3209: Upskilling for Accountants (Webinar) (21WX-3209)The major topics that will be covered in this class include:*What is upskilling?*Importance of continuous learning in an era of increasing automation and changing business priorities*Critical skills accountants need for the future*Upskilling case studies*New competency frameworks*Key lessons and best practices learned to date*How to upskill yourself and your own operations |
| 3/14/2022 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3595: 7 Essentials For Effective Online Meetings and Trainings (Webinar) (21WX-3595)The major topics that will be covered in this class include:*Presentation skills*Managing technology*Communication skills |
| 4/26/2022 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-2924: Creating an Ethical Work Environment (Webinar) (21WX-2924)Ethical Values and Principles*Human Factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making |
| 2/9/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-2749: Emerging Trends in Auditing, SSARS and Attestation Engage (Webinar) (21WX-2749)The major topics covered in this class include:*AICPA standards update including recent changes to the audit and attestation standards, as well as the preparation, compilation, and review standards merging trends impacting auditing including artificial intelligence and data analytics. |
| 1/20/2022 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WX-2965: Power BI: Use Power Query to Transform Your Data (Webinar) (21WX-2965)The major topics that will be covered in this class include:*Append files*Combine multiple files from a folder*Add custom columns*Unpivot a table*Create a lookup table from a tableThis course is #5 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 2/14/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3384: Power BI: Introduction to MS Power BI Tools (Webinar) (21WX-3384)The major topics that will be covered in this class include:*The challenge of using Excel for Data Analysis*An overview of the various Power BI Tools*An overview of when and why to use each Power BI Tool*A tour of each tools interfaceThis course is #1 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 4/1/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2951: Excel: Advanced Defined Names & Excel Tables (Webinar) (21WX-2951)The major topics that will be covered in this class include:*Using the INDIRECT function with Defined Names*The importance of Consistent Column Calculations*Ways to create Consistent Column Calculations*Using Structured Table References in formulas |
| 2/11/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3201: Entertainment and Parking: Coping with the Final Rules (Webinar) (21WX-3201)The major topics covered in this class include:*An update on the final rules related to reporting entertainment and parking expenses*Definition of what qualifies as an entertainment expense*Strategies on how to deduct business entertainment expenses*Deductibility of meals and "snacks"*Situations not subject to the 50% meals and entertainment deduction*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*Review of the latest federal legislation, cases and rulings |
| 3/14/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3010: That'll Leave a Mark: Creating a Personal Brand (Webinar) (21WX-3010)The major topics that will be covered in this course include:*Importance of having long-term focus*Definition of a personal brand*Characteristics of a personal brand*Definition and creation of brand equity*Advantages of positive brand equity*How to create brand equity |
| 2/17/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3243: How Technology is Impacting the Accounting Profession (Webinar) (21WX-3243)The major topics that will be covered in the course include:* Leading macro economic and technology forces*Key technology trends in accounting*New generation of online accounting services*Accounting and automation*Overarching implications*How to embrace the new normal and thrive in the face of technology change |
| 3/17/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3536: Program Services & Governance: Form 990 Parts III & VI (Webinar) (21WX-3536)The major topics that will be covered in this class include:*Part III's mandated disclosures with respect to the "largest three" programs conducted in the filing period*Handling public relations needs when the size measures for "largest three" result in omission of a 'top 3' program*Function of Part III as an ongoing updating of the filer's listing of all activities being performed as of the tax year being reported upon*Properly reporting upon new or changed programmatic efforts and appropriate reporting on program cessation*Function (and methodology) of Part VI, with emphasis on its six most important inquiries*Role of Schedule O in providing mandated narration of governance practices inquired of in Part VI*Common 'foot-faults' in answering Part VI's key questions |
| 4/19/2022 | 10 a.m. - 12:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| 21WX-3370: IRS Internet Resources for Accountants (Webinar) (21WX-3370)*IRS.gov Overview:*Hidden IRS Gems*Forms and Publications*Electronic Filing*Payment Systems*Refund Tracking*Online Tools*Online Estimators and Calculators*Assistance Services*Affordable Care Act Tax Provisions*Foreign Account Tax Compliant Act*Identity Protection and Tax Fraud Alerts*Professional Development and Accreditation*Tax Statistics*Social Media*IRS Jobs and Careers*IRS Strategic Plan *Third Party IRS Resources |
| 3/31/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3645: White-Collar Crime: What is It? (Webinar) (21WX-3645)The major topics that will be covered in this class include:*What Constitutes White-Collar Crime*Parallel Proceedings: Civil Agencies and the Department of Justice*Corporations: Victims and Defendants*The Discovery of White-Collar Crimes*Deceptions and Fraud*The Collateral Consequences |
| 4/30/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-3632: Top Secret Strategies for Attracting A+ Talent (Webinar) (21WX-3632)The major topics that will be covered in this class include:*What motivates talent and draws them to organizations today*Ways to leverage your company's mission, values and purpose and why these matter*How a company's investment in personal development attracts talent and ways to improve your learning and development strategy*What an employee ambassador is and how to use them effectively*Elements of culture that draw A+ talent*How to tell a candidate's quality of work standards*How to communicate your team's standards |
| 4/28/2022 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-3463: Don't Let Conflict Derail your Relationships (Webinar) (21WX-3463)You will learn strategies and tactics to:*Identify conflict quickly*Understand your own conflict response style*Identify what triggers you or other to get angry by learning how the brain works*Learn how to have a conversation that dissolves conflict*Tips for learning multiple strategies for managing conflict |
| 4/12/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3331: Change: Embrace & Enjoy - It Is Inevitable (Webinar) (21WX-3331)The major topics that will be covered in this class include:*Examples of how the rate of change has morphed over time*Examples of the many changes in accounting*How to enhance your adaptability so you can thrive in a world of change |
| 3/28/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3574: Interview: Intersection of Technology and Wellness (Webinar) (21WX-3574)The major topics that will be covered in this class include:*Unlearning past routines, embracing technology and learning how to take advantage of some of the latest developments that focus on connecting people in business and improving company culture*Self-discovery and mindfulness techniques*Integrate mindfulness into how you work yourself and with your teams*Develop healthy technology practices for better human connections |
| 4/22/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3453: Office 365: Ready, Set, Go! - Developing Your Strategy (Webinar) (21WX-3453)The topics that will be presented in this course include:*Review of the key Office 365 deployment issues that need to be addressed*What data will be stored in OneDrive and/or SharePoint vs. your local servers and PCs*Who will be your Office 365 administrator(s)*Determining if you will need professional / technical assistance*What subscription plans are required for your individual team members*Developing a cost-effective end user training plan*What is involved in converting your current email databases to Office 365 Exchange Outlook *Defining your user permissions model*Defining your mobile deployment strategy for Office 365*Developing a deployment timeline with minimal disruption in your business |
| 4/11/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2868: Power BI: Prepare Your Data Efficiently for Excel Analysis (Webinar) (21WX-2868)The major topics that will be covered in this class include:*Getting data into the correct structure*Data sources that you can access*Working with multiple tables and data sources*Steps to import data for analysis*Introduction to Power Query and Get and TransformThis course is #2 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 2/2/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3136: Power BI: Analyze Your Data With Excel Pivot Tables (Webinar) (21WX-3136)The major topics that will be covered in this class include:*The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotChartsThis course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 3/3/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WX-2960: Excel: Using PivotTables for Data Analysis (Webinar) (21WX-2960)The major topics that will be covered in this class include:*The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts |
| 2/14/2022 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WX-3195: White-Collar Crime: What is It? (Webinar) (21WX-3195)The major topics that will be covered in this class include:*What Constitutes White-Collar Crime*Parallel Proceedings: Civil Agencies and the Department of Justice*Corporations: Victims and Defendants*The Discovery of White-Collar Crimes*Deceptions and Fraud*The Collateral Consequences |
| 3/11/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-2783: Tax Penalties and Penalty Abatement (Webinar) (21WX-2783)The major topics that will be covered in this class include:*The basics of tax penalties*How CPAs can assist their clients with seeking penalty abatement |
| 1/24/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3248: Unlocking the Mysteries of Key Person Value (Webinar) (21WX-3248)The major topics that will be covered in this course include:*How to identify the attributes of a key person*How to quantify the value of the attributes*How to understand the empirical data related to key person value*Apply valuation standards to a key person analysis*Review key court decisions regarding key person issues |
| 3/17/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2748: Dream Wide Awake: Overcoming What Limits You in Life! (Webinar) (21WX-2748)*The three promises to live and achieve by*A different way to approach goals that brings out what is really holding you back *The five areas of wishful thinking and how to surpass with inspired action*The six areas of fearful thinking and how to overcome with courageous intent |
| 1/20/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2830: Emerging and Evolving Issues in Marijuana and Hemp/CBD (Webinar) (21WX-2830)The major topics that will be covered in this class include: *The growing acceptance of CBD products and formulations*The historical background of the cannabis plant*The evolution of laws and regulations related to marijuana and industrial hemp |
| 1/29/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3469: How to Perform a Business Financial Health Checkup (Webinar) (21WX-3469)The major topics that will be covered in this class include:*The importance of managing the “control environment” of an entity to be successful and determining the state of the “control environment” of an entity*How to create "goal" statements that achieve results*How to use analytical procedures to identify misstatements in financial information*How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity*Techniques for developing a “workable” business plan*Recasting GAAP financial statements into powerful management tools*Developing and using benchmarks *Identifying profitability key factors*The relationship of internal controls and the health of an entity plus common weaknesses in internal controls using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses |
| 4/12/2022 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WX-2855: Understanding the Form 990 and its Preparation Prerequisites (Webinar) (21WX-2855)The major topics that will be covered in this class include:*Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules*Address of the definition's key factors that make a third-party organization a "related organization"*Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) – or as a High 5) and understanding what is the definition and measure of "reportable compensation"*Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L*Applying the definition of "business relationship" as same is used in Part VI*Sequencing of the form's preparation tasks and who to go to for information*Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators |
| 2/1/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3014: Entertainment and Parking: Coping with the Final Rules (Webinar) (21WX-3014)The major topics covered in this class include:*An update on the final rules related to reporting entertainment and parking expenses*Definition of what qualifies as an entertainment expense*Strategies on how to deduct business entertainment expenses*Deductibility of meals and "snacks"*Situations not subject to the 50% meals and entertainment deduction*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*Review of the latest federal legislation, cases and rulings |
| 2/18/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3336: Mixed Reality: Real-Life Holodecks to Optimize Work & Profit (Webinar) (21WX-3336)The major topics that will be covered in this class include:*What is mixed reality? *What value does it offer accountants?*Leading vendors and exhibitions*Virtual reality software*Augmented reality software*3-D modeling*Engineering simulations*Productivity and work case studies*Professional services*Behavioral insights*Development platforms*Sector case studies: training, home automation, transportation, education, legal, law enforcement, medical, military, shopping, fitness, construction, travel, hospitality, gaming, sports, entertainment, advertising*Mixed reality hardware*Help resources*Key takeaways |
| 3/28/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3403: Legal Planning for Care Giving of Elderly/Disabled Clients (Webinar) (21WX-3403)The major topics that will be covered in this class include:*Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.*Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.*When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations. |
| 4/5/2022 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-2881: Advanced Gmail for Accountants (Webinar) (21WX-2881)*Gmail apps for web, mobile and offline*Manage your Gmail account*Read and organize emails*Tips and tricks*Control Settings*Send emails*Google Inbox *Gmail Plugins*Improve your email efficiency -- a core business function where the average knowledge worker spends nearly 30% of their daily time |
| 2/4/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3577: QuickBooks ONLINE: Monthly Closeouts and Year-End Cleanups (Webinar) (21WX-3577)The major topics that will be covered in this class include:*The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation. *Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit. |
| 4/22/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2836: Google Forms for Accountants (Webinar) (21WX-2836)*How to create a basic form or quiz*Key settings and options*Sending out a form or quiz*Analyzing and grading responses*Using the tool's baked-in artificial intelligence to generate automatic insights*How to use the technology to transform and automate routine business processes*Leading case studies and success stories using Google Forms*Google Forms starter strategy for accountants |
| 1/31/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3078: Tax Season Update with Steve Dilley (Webinar) (21WX-3078)"*Individual provisions: Rebates; Unemployment Compensation; Child Tax Credit; Dependent Care Credit and Assistance Plan; Earned Income Tax Credit; Premium Tax Credit; and Student Loans
*Biden's proposed legislation for individuals
*Business provisions: Paid Sick and Family Leave Credit; Targeted Economic Injury Grants; Shuttered Venue Grants; Restaurant Revitalization Grant; Paycheck Protection Loans; Employee Retention Credit; and Business Meals Deduction.
*DOES NOT INCLUDE COVERAGE OF BUSINESS TAX LEGISLATION BASED ON BIDEN'S TAX PROPOSALS. WE WILL HAVE A NEW COURSE FOR THE TAX ACT WHEN THE LEGISLATION IS PASSED."
|
| 2/24/2022 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WX-2908: COVID-19: Impact on SSARS and Other Attest Engagements (Webinar) (21WX-2908)The major topics that will be covered in this class include:*Issues and disruptions from the impact of COVID-19 such as financial reporting framework, documentation and understanding of an engagement, non-attest services, performance requirements on review engagements, compilation and preparation engagements and reporting issues*Common findings identified in connection with Peer Reviews on SSARS engagements |
| 2/8/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2849: Power BI: Introduction to MS Power BI Tools (Webinar) (21WX-2849)The major topics that will be covered in this class include:*The challenge of using Excel for Data Analysis*An overview of the various Power BI Tools*An overview of when and why to use each Power BI Tool*A tour of each tools interfaceThis course is #1 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 2/1/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3369: Insider Dealings and Sunshine: Schedule L's Parts II-IV (Webinar) (21WX-3369)The major topics that will be covered in this class include:*Review of the "harmonized" five categories by which "Interested Person" (IP) status vests and explanation of the additional categories in play for Parts II and IV*Tips for accessing appropriate documentation from Trustees-Directors, Officers and Key Employees as to presence of reportable events with them or with those who have IP status because of family member connection to them OR by due to status as a "35% controlled entity" of one or more IPs*Handling Part IV's "business transactions" reportable thresholds and working with the possible exceptions from "business transaction" characterization*"Yes, this means IPs will be named!" – addressing IP's privacy concerns and/or requests to omit individuals or company names when reporting business transactions on Part IV*Reporting demands of Part II, including aspects of managing loans with IPs in favor of public relations needs raised by this part*Reporting demands of Part III, including: drill-down into the two key exceptions to Part III's reporting of grants or assistance to an IP and address of educational institutions' exception from requirement to disclose names of scholarship or fellowship recipients and how same connects to governance reporting in Core Form 990's Part VI |
| 3/31/2022 | 9 - 11:30 a.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| 21WX-3530: Guide to Cyber Security Planning (Webinar) (21WX-3530)*Privacy and data security*Scams and fraud*Network and website security*Email*Mobile devices*Employees*Facility and operational security*Payment cards*Incident response and reporting*Security policy development |
| 4/19/2022 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3432: Power BI: Create Excel Dashboards for Maximum Impact (Webinar) (21WX-3432)The major topics that will be covered in this class include:*Dashboard design guidelines*Using Excel features to create visuals*Using visuals to create dashboards*Introduce new Power BI tools that enhance visual and dashboard creationThis course is #4 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 4/7/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3575: IRS Tax Liens and Tax Levies (Webinar) (21WX-3575)The major topics that will be covered in this class include:*The mechanics of the two big IRS enforcement tools*Tax liens and tax levies*How CPAs can help clients deal with these issues |
| 4/22/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3227: IRS Internal Revenue Manual for Accountants (Webinar) (21WX-3227)The major topics that will be covered in this class include:*IRS organization and staffing*Service-wide policies and authorities*Resource guide for managers*Managing statistics*Research and analysis for tax administration*Office of the Commissioner Internal Revenue*Internal Management Documents System*Statistics of Income*Records and information management |
| 3/16/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2947: Breaking Free of the CPA Box (Webinar) (21WX-2947)Topics Discussed:*Understand why new skills are needed in the accounting profession.*Learn the eight entrepreneurial skills.*How you can break free of the box and drive success in your life. |
| 2/11/2022 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3237: Creating a Change Ready Culture (Webinar) (21WX-3237)The major topics that will be covered in this class include:*Best practices to create a change ready culture*Change “accelerators”*How to manage internal change functions well*Characteristics of change ready leadership*Characteristics of an organic growth mindset |
| 3/17/2022 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-2854: The Science of Organizational Culture & Decision-Making (Webinar) (21WX-2854)The major topics that will be covered in this class include:*Definition of a social immune system and how does it work*Why groupthink develops and how to stop it*Unconscious bias in teams*How to assess various dimensions of organizational culture*Effective change management processes*Understanding organizational DNA and how to build a curiosity culture*The psychology of diversity, innovation and resilience*The science of group dynamics and systems thinking |
| 2/1/2022 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-3443: Advanced Negotiations: Beyond Getting to Yes (Webinar) (21WX-3443)The major topics that will be covered in this class include:*What happens when you are in a negotiation*Preparing to negotiate*Get your counterpart to solve the problem*Negotiation Jujitsu*Reading your counterpart |
| 4/11/2022 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-3175: Power BI: Create Excel Dashboards for Maximum Impact (Webinar) (21WX-3175)The major topics that will be covered in this class include:*Dashboard design guidelines*Using Excel features to create visuals*Using visuals to create dashboards*Introduce new Power BI tools that enhance visual and dashboard creationThis course is #4 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 3/9/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2941: GAAP: Generally Accepted Awesome Presentations (Webinar) (21WX-2941)The major topics that will be covered in this course include:*Develop compelling and useful presentations*What not do in a presentation*Essential PowerPoint dos and don'ts *What to do before, during and after presentations |
| 2/10/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2950: Ethics and Technology for CPAs (Webinar) (21WX-2950)The major topics that will be covered in this course include:*The foundational ethical principles that CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.*Whether our profession needs to change to continue to meet the ethical challenges in a technology-centric environment. *Consideration of the changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the future of the profession. |
| 2/11/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-2847: How to Perform a Personal Financial Health Checkup (Webinar) (21WX-2847)The major topics that will be covered in this class include:*Preparing a personal financial statement following U.S. GAAP*Recasting U.S. GAAP personal financial statements into powerful management tools*Creating an effective personal financial plan that will be used “religiously”*Effective communication strategies of personal financial information*Identifying the key factors that must be managed in order to achieve financial self-sufficiency*Effective financial management techniques*How to create “goal” statements that achieve results |
| 2/1/2022 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| New 21WX-2794: Tax Implications of Cryptocurrency (Webinar) (21WX-2794)The major topics that will be covered in this class include:*Blockchain basics*Classification of cryptocurrency*IRS Notice 2014-12*Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency.*Gift tax rules for donating, gifting or bequeathing cryptocurrency.*Traps for the unwary. |
| 1/25/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3084: Business Tax Update with Steve Dilley (Webinar) (21WX-3084)"*NEW 2021 tax legislation and developments impacting business taxpayers, including any COVID-19 related developments
*Depreciation and capitalization review and update
*2021 corporate tax rate
*Excess business losses
*Section 199A review and update
*Business meals, entertainment and travel expense reporting
*Key rulings, regulations and cases impacting business taxpayers
*DOES NOT INCLUDE COVERAGE OF BUSINESS TAX LEGISLATION BASED ON BIDEN'S TAX PROPOSALS. WE WILL HAVE A NEW COURSE FOR THE TAX ACT WHEN THE LEGISLATION IS PASSED."
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| 2/25/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3197: An Ethical Framework: How It Works (Webinar) (21WX-3197)*Structure of Professional Ethics*The Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board *What Happens When an Ethics Complaint is Received*Case Studies |
| 3/14/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WX-2890: Power BI: Analyze Your Data With Excel Pivot Tables (Webinar) (21WX-2890)The major topics that will be covered in this class include:*The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotChartsThis course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 2/4/2022 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WX-2990: Power BI: Use Advanced Calculations with DAX Formulas (Webinar) (21WX-2990)The major topics that will be covered in this class include:*Review Power Pivot calculations (column calculations vs. measures)*Create advanced DAX formulas*Using a Date / Calendar table for data analysis*The DAX calculation processThis course is #7 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 2/16/2022 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WX-3294: Ethics: Lead Like a Superstar and Build a Rocking Business (Webinar) (21WX-3294)We'll closely examine several superstars from movies, TV, music, sports, and business. What makes them so successful? What can you learn from their mistakes? Yes, there will be one or two superstars you don't care for--perhaps even loathe--but you can still learn a lot from them. |
| 3/23/2022 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-2811: Excel: Feature Review in 100 minutes (Webinar) (21WX-2811)The major topics that will be covered in this class include:*Review of Excel's features and functions*Walk-through of Excel's ribbons *What the Excel features and functions can do for you |
| 1/27/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3039: Complex Manager Comp Scenarios: Core Form VII-A & Schedule J (Webinar) (21WX-3039)The major topics that will be covered in this class include:*Exploration of the challenges in determining a filer's: current Key Employees versus Officers; and those who need be disclosed as “formers” – individuals with "current" status in prior years but NOT in the current year, who then are to be tested for either “former” Officer/Key Employee/High 5 status or “former” Trustee/Director status*Why and how all of this matters (including the additional compensation detailing that is required on Schedule J's Part II when a manager's circumstances "trigger" that schedule's application)*Handling the recalcitrant Trustee-Director who claims limited involvement with the filer's governance and Officers and other managers who may refuse to return questionnaires*Further exploration of key compensation reporting challenges: (1) required "dial back" to the calendar year for organizations with a year other than 12/31; (2) 990-instructions-defined “deferred comp” overall and via examples; (3) compensation disclosures (and reporting exceptions) in BOTH cases of related organization's pay and when compensation is paid by an Unrelated organization to an individual who is serving the filer; and (4) comparison of 990 reporting of compensation with IRC section 4960's "remuneration"-based excise tax*Complex third-party payor reporting situations: procuring services of an individual from a management company or employee-leasing organization; common paymaster reporting scenarios; and when an individual's services to the filer are paid by an Unrelated organization |
| 2/22/2022 | 1:30 - 4 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 21WX-3064: Tax Procedure: From Filing to Litigation (Webinar) (21WX-3064)The major topics that will be covered in this class include:*Providing a solid foundation on what options a client may have in tax controversy matters.*Practical strategies for managing the IRS audit team in order to maximize the client's ability to obtain a favorable outcome.*Real-life examples of discussed concepts drawn from the speaker's extensive experience as an IRS controversy specialist handling large-case audits. |
| 2/23/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2823: Office 365: Using Teams App For Online Meetings and Calls (Webinar) (21WX-2823)The major topics that will be covered in this course include:*Orientation to the Teams app meeting and call features*Initiating an online meeting with audio*Inviting and managing meeting participants*Deep dive review of the meetings toolbar*Recording meetings for playback in the Stream app*Scheduling online meetings via Outlook*Initiating online audio calls*Review the meetings device settings |
| 1/28/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3376: Bots, Bots, Bots: Embracing Your Best Friend (Webinar) (21WX-3376)The major topics that will be covered in this course include:*Understand what bots are*Areas to deploy bots*Tools that can be used to deploy bots |
| 4/1/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-3058: Interview: Leveraging Change and Inspiring Innovation (Webinar) (21WX-3058)The major topics that will be covered in this class include:*How to develop creativity and resilience*Decision-making guidance for growth and adaptability*Inspiring innovation in your team |
| 2/23/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3030: Financial Reporting Frameworks for SMEs Update and Review (Webinar) (21WX-3030)The major topics that will be covered in this class include:*Amendments to the U.S. Accounting Standards Codification (i.e. – U.S. GAAP) issued during the 18-month period prior to the program *Update and review of the tax and cash special purpose frameworks *Update and review of the AICPA Financial Reporting Framework for SMEs *Update on common errors and deficiencies as identified in peer reviews and in litigation *Detailed analysis of the lease accounting standard *Practical guidance in accounting for COVID-19 issues including the accounting for PPP loan programs |
| 2/21/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WX-3293: Avoid Failures: Succeed Through Experimentation (Webinar) (21WX-3293)The major topics that will be covered in this class include:*Learning by experimentation*The best leaders want experiments and will accept temporary setbacks*How to fire bullets, not cannonballs*Discussion of how to create enduring progress |
| 3/23/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3224: Excel: Using Charts for a Non-Financial Audience (Webinar) (21WX-3224)The major topics that will be covered in this class include:*Selecting the right chart type *Creating dynamic charts*Choosing data to display as a chart *Customizing charts with all the various chart options *Printing and sharing your charts |
| 3/16/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3301: PowerPoint Fundamentals: Create Engaging Presentations (Webinar) (21WX-3301)The major topics that will be covered in this course include:*Presentation design best practices*Orientation to the PowerPoint features functions*Using templates, themes and slide layouts*Step-by-step guide to designing and creating a presentation*Adding graphics, photos and other objects*Preparing for the delivery of your presentation |
| 3/23/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3313: Risk Assessment: The Foundation of an Audit (Webinar) (21WX-3313)The major topics that will be covered in this class include:*AICPA Audit Quality Initiative audit risk assessment findings and areas of focus*AICPA Audit Standards Board audit risk assessment project |
| 3/24/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2923: COVID-19: Impact on the Audit (Webinar) (21WX-2923)The major topics that will be covered in this course include:*Achieving a high-quality audit in a remote working environment*Reconsidering engagement fundamentals and critically evaluating risk assessment*Other challenging audit issues, including auditing inventory, performing analytical procedures, changes to the internal control systems, heightened fraud risk factors, evaluating subsequent events, considering going concern, assessing the impact on the auditors' report |
| 2/9/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3090: Keeping Retirement SECURE: New Act...New Opportunities (Webinar) (21WX-3090)*Review the maximum period over which an inherited IRA can be withdrawn*Changes to Required Minimum Distributions (RMD)*Estate planning considerations |
| 2/25/2022 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-2976: New Board Member 101 (Webinar) (21WX-2976)The major topics that will be covered in this class include:*Implementing the right policies*Do's and Don'ts for Board Members*Keys for effective decision making*Avoiding financial pitfalls*Running an effective board meeting |
| 2/15/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3280: Ethics: How to Attract and Keep the Best Clients (Webinar) (21WX-3280)We'll do a deep dive into the four elements of accountability:*Keeping your promises*Considering the consequences of your actions*Taking responsibility for your mistakes*Correcting your mistakes We'll also discuss the differences between good and bad clients. Hint: it's not just about how long it takes for you to get paid.We'll conclude with a Call to Action so that you can put a few of the lessons from this webinar into practice immediately. Even doing one of the items that Bruce suggests will enrich your accounting practice and your life. |
| 3/22/2022 | 2:30 - 3:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New 21WX-2860: Dealing with an IRS Exam: From Initial Contact to Closing (Webinar) (21WX-2860)The major topics that will be covered in this class include:*The IRS examination process*Documentation issues |
| 2/2/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3011: The Aftermath of Government Investigations: Varsity Blues (Webinar) (21WX-3011)The major topics that will be covered in this class include:*Securities Laws and College Admissions Scandal*Undercover investigations*Prosecutors and Plea Agreements*Justice and Convictions*Cooperation Agreements*Costs of Contesting the Charge*Relevant Conduct and Sentencing |
| 2/17/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-3580: Ethics: How to Ensure Zombie Ethics Won't Kill Your Business (Webinar) (21WX-3580)We'll closely examine several myths about ethical leadership that continue to plague businesses like yours. You'll learn why these ideas deserve to be put to rest for good and what should take their place. This will be an ethics webinar unlike any you have ever taken—because it will be both entertaining and rich in content! |
| 4/23/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-3216: Independence and Conflicts of Interest (Webinar) (21WX-3216)The major topics covered in this class include:*AICPA Code of Conduct: Independence, Conflicts of Interest, *Case Study: Olympus*Case Study: Buca di Beppo |
| 3/15/2022 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 21WX-2917: Office 365 SharePoint Fundamentals (Webinar) (21WX-2917)The major topics that will be covered in this course include:*Orientation to SharePoint Online*Anatomy of a SharePoint site*How to create a SharePoint site*Understanding document libraries*Understanding custom lists*SharePoint and OneNote app integration*SharePoint and Teams app integration*Understanding site permissions*Introduction to site settings |
| 2/8/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3110: Unconscious Bias with Dr. Toby Groves (Webinar) (21WX-3110)The major topics that will be covered in this class include:*Advanced strategies to recognize decision-making biases in your work*How audit investigations are affected by unconscious bias*The neuroscience behind implicit associations*Cognitive diversity and group decision making*How stereotypes develop*Ethical decisions and implicit associations |
| 2/28/2022 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-3077: Tax Penalties and Penalty Abatement (Webinar) (21WX-3077)The major topics that will be covered in this class include:*The basics of tax penalties*How CPAs can assist their clients with seeking penalty abatement |
| 2/24/2022 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2964: Independence and Conflicts of Interest (Webinar) (21WX-2964)The major topics covered in this class include:*AICPA Code of Conduct: Independence, Conflicts of Interest, *Case Study: Olympus*Case Study: Buca di Beppo |
| 2/14/2022 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 21WX-2812: Excel: New Features That Benefit Excel 2019 & O365 Users (Webinar) (21WX-2812)The major topics that will be covered in this class include:*The new capabilities of Array Formulas*New formula functions, including XLOOKUP, XMATCH, SEQUENCE and more*Using the Ideas feature*Many more new features |
| 1/27/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3080: Working Smarter: Power-up Your Productivity (Webinar) (21WX-3080)The major topics that will be covered in this course include:*Increasing personal and professional productivity*Identifying high-value projects that align with your organization's mission*Implementing effective project management tools |
| 2/24/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2927: Ethics and Unbilled Taxes: The Auditor's Untold Story (Webinar) (21WX-2927)*Reviewing Financial Statements with Management*Rules Regarding Subordination of Judgement*Properly Handling Correction of Errors and Prior Period Adjustments*Assessing Risks of Material Misstatements*Other Materiality Issues |
| 2/9/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-3204: Partnerships: How to Calculate the Partner's Basis (Webinar) (21WX-3204)The major topics covered in this class include:*How to calculate tax basis capital accounts*Calculation of basis when the entity is formed, including the impact of contributed property*Explains the use of both "inside" and "outside" basis determination*Clarifies the importance of partnerships capital accounts and partnerships debt on partner's tax basis*Comprehensive example to illustrate the mechanics of the basis determination process*Discusses how basis is impacted by distributions of partnership property*Explanation of how basis is impacted by sale and/or liquidation of the partnership interest |
| 3/14/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3579: Delivering Bad News? Don't Be the Messenger Who Gets Shot! (Webinar) (21WX-3579)The major topics that will be covered in this class include:*Improving the communication skills of financial professionals*What is the message?*Who will receive the message?*How to convey the message.*Formats, timing and approaches.*Pros and cons of each method.*Decision criteria to help choose a better approach for each situation. |
| 4/23/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3131: Advanced Gmail for Accountants (Webinar) (21WX-3131)*Gmail apps for web, mobile and offline*Manage your Gmail account*Read and organize emails*Tips and tricks*Control Settings*Send emails*Google Inbox *Gmail Plugins*Improve your email efficiency -- a core business function where the average knowledge worker spends nearly 30% of their daily time |
| 3/3/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3427: Ethics in the Real World with Dr. Toby Groves (Webinar) (21WX-3427)The major topics that will be covered in this class include:*Why model codes of ethics fail*The science behind organizations “Ethical DNA”*Understanding the psychology behind “Tone at the Top” *The interaction between critical thinking and ethics*Breaking myths about motivation related to decision making*Ethical decision-making under pressure*Are ethics and morals “fixed” or can we learn to improve |
| 4/7/2022 | 3:30 - 4:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-3103: Office 365: Using Teams App For Online Meetings and Calls (Webinar) (21WX-3103)The major topics that will be covered in this course include:*Orientation to the Teams app meeting and call features*Initiating an online meeting with audio*Inviting and managing meeting participants*Deep dive review of the meetings toolbar*Recording meetings for playback in the Stream app*Scheduling online meetings via Outlook*Initiating online audio calls*Review the meetings device settings |
| 2/28/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3488: Presentation Skills for Auditors (Webinar) (21WX-3488)The major topics that will be covered in this course include:*How to connect with your audience*What to do when the unexpected happens*How to use your natural resources to enhance your message*How to narrow your message for maximum impact*What to avoid in a PowerPoint presentation |
| 4/13/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3477: Critical Thinking for Financial Professionals (Webinar) (21WX-3477)Two Systems of Thinking*System 1*System 2 How cognitive bias can cause you to make bad decisions *Anchoring *Availability *The Dunning-Kruger Effect *The Ikea Effect *The Rhyme as Reason Effect *Substitution 6 Tips for making better decisions |
| 4/13/2022 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-3629: Reporting the Results of a Fraud Investigation (Webinar) (21WX-3629)The major topics covered in this class include:*Written reports and supporting documentation*Methods of presenting evidence to help non-accountants understand the numbers*Evaluating reports of opposing experts*Responding to a motion in limine or Daubert challenge as an expert witness*Common lines of questioning for financial experts*Preparing for deposition and trial*Effectively testifying at deposition and trial |
| 4/28/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3546: QuickBooks at Tax Time: Compliance and Client Onboarding (Webinar) (21WX-3546)The major topics that will be covered in this class include: 1. How to spot common mistakes in your client's QuickBooks and how to fix them.Beginning Balances – Understand how to correctly enter the beginning balances for a new data fileCash Position/Bank Reconciliations – Learn about balance sheet accounts that need to be reconciled in the data file including tips and trips for non-bank accounts. Undeposited Funds and Receiving Payments – Learn about the function of Undeposited Funds and how QuickBooks will report payments that are and are not applied to invoices. Inventory – Understand the basics of how inventory is handled properly, the reports to pull for various informational purposes, and how to make inventory adjustments. Accounts Receivable and Accounts Payable – Learn how to manage the negative A/R and A/P as well as how to fix a cash basis balance sheet that has A/R and A/P reported. Credit Cards – Learn the importance of setting up credit cards, bank feeds, and setting up rules for easier data entry. Sales Tax – Learn the basics about Sales Tax in QuickBooks, how to make adjustments, and how to verify that the sales tax return is filed correctly. Payroll Tax – Understand how to set up payroll tax liability payments and how to ensure timely quarterly reporting when using a DIY QuickBooks solution2. The 1099 Tracking System – Learn best practices for tracking 1099s all year long to ensure a smooth January filing season. 3. Key Practice Workflow Tips you can incorporate into your firm so your client onboarding during tax time is a breeze. Learn how to create standard onboarding procedures for new clients in order to keep your firm moving along including the use of technology, standard procedures, data management, and workflow. |
| 4/20/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3475: Reporting Fundraising Results: Form 990 Part VIII (& Sch. M) (Webinar) (21WX-3475)The major topics that will be covered in this class include:*Definition of "fundraising events and sales" and distinguishing operations that are outside of such characterization*Address of what constitutes a true gift or contribution when same is paid on top of a purchase of services or goods *Specifics of Form 990 inputs to be made on Part VIII Lines 1c and 8a (and noting companion Schedule G reporting) and noting insufficiency of GAAP reporting*Handling PPP loan forgiveness as a revenue stream*Inputting data in order to bifurcate an event's participant or purchaser's payment to "gift/contribution" versus fundraising event or sale revenue streams*What constitutes a "solicitation" expense that need be reported on Part IX, and thus cannot be characterized as a direct expense of a fundraising event or sale *Practical tips for handling revenues from silent auctions and guidance on auction of "rights to use" another's properties or services *Communicating with filers' managers as to the advance work they can perform to shortcut 990 documentation needs in this arena*Ramifications and results of 990 Part VIII reporting on each of the two "public support tests" |
| 4/12/2022 | 12 - 2:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| 21WX-3438: Ethical Intelligence with Dr. Toby Groves (Webinar) (21WX-3438)The major topics that will be covered in this class include:*How culture affects ethical judgment*The surprising relationship between empathy and ethics*Mindfulness and resilience*Ethical transparency*Ethical fading and bounded ethicality*The neuroscience of ethical information-processing*The psychology behind empathy, transparency and trust |
| 4/8/2022 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-2876: How to Handle an IRS Civil Audit (Webinar) (21WX-2876)The major topics that will be covered in this class include:*Overview of what to do in the case of a client audit*Engagement, forms, and overall management of an IRS audit |
| 2/3/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3445: Change Management in Times of Crisis (Webinar) (21WX-3445)The major topics that will be covered in this class include:*What employees and leaders are thinking during a crisis*The stages of crisis and where in the change curve you can make the most impact *What employees need from their leaders at the beginning, middle and end of a crisis*The three skills leaders can build for their change crisis kit*What leaders need from their supervisors and employees at the beginning, middle and end of a crisis *The three skills employees can build for their change crisis kit |
| 4/11/2022 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-2827: That'll Leave a Mark: Creating a Personal Brand (Webinar) (21WX-2827)The major topics that will be covered in this course include:*Importance of having long-term focus*Definition of a personal brand*Characteristics of a personal brand*Definition and creation of brand equity*Advantages of positive brand equity*How to create brand equity |
| 1/28/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3283: IRS Tax Liens and Tax Levies (Webinar) (21WX-3283)The major topics that will be covered in this class include:*The mechanics of the two big IRS enforcement tools*Tax liens and tax levies*How CPAs can help clients deal with these issues |
| 3/22/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3589: PowerPoint Advanced: Take Presentations From Good to Great (Webinar) (21WX-3589)The major subjects that will be covered in this course include:*Using slide transitions and animation*Customizing the slide layout, handout and notes masters*Designing your own theme*Inserting Excel charts and data*Integrating audio and video files into your presentation*Useful add-on tools and reference materials |
| 4/25/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2931: QuickBooks: Know the Right Version for Your Client (Webinar) (21WX-2931)The major topics that will be covered in this class include: *Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete one*What are the questions to ask your client that will also assist in determining which is better – QuickBooks Desktop or QuickBooks Online*A deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisons*The challenges of converting between versions*A look at what's new for 2020 in both Desktop and Online |
| 2/9/2022 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3057: Fraud & Embezzlement: Case Studies from the Trenches (Webinar) (21WX-3057)The major topics that will be covered in this class include:*How organizations can find themselves defrauded due to lax oversight and weak internal controls.*How the existence of the “trusted advisor” creates situations where CPAs can drop their professional skepticism.*Illustrations of the issues companies should look for in preventing fraud and embezzlement. |
| 2/23/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WX-2856: Automation Survival Guide for Accountants (Webinar) (21WX-2856)*Current VUCA Business environment *Gartner Hype Cycle*Emerging Technology Impact on Accounting Profession*Artificial intelligence*Recognition technologies*Smart homes*Internet of things*Wearable technologies*Smart cities*Autonomous transportation:*Augmented Analytics *Immersive Reality*Key CPA opportunities/challenges *Practical tips on how practitioners can optimally respond |
| 2/2/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3583: Excel: Functions and Formula Shootout (Webinar) (21WX-3583)The major topics that will be covered in this class include:*Review of formula creation best practices*Demonstration of various Excel functions to enhance calculations*Using Excel functions to perform advanced calculations |
| 4/25/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3576: Leadership Skills for Peak Performance in 21st Century (Webinar) (21WX-3576)You will learn strategies and tactics to:*Give feedback to get desired results*Build self-confidence*Communicate powerfully *Develop others*Engage your employees by understanding their personal motivators*Lead through periods of change |
| 4/22/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3329: A/R and A/P: Effective Management Techniques (Webinar) (21WX-3329)*Leverage technology to manage A/R and A/P*Structure A/R to provide your organization a strategic advantage*Ten ways to collect your money*Make A/P a tool to enhance your Supply Chain's potential*Use bench marking metrics to manage and track the effectiveness of A/R and A/P in cash management |
| 3/28/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3382: New Board Member 101 (Webinar) (21WX-3382)The major topics that will be covered in this class include:*Implementing the right policies*Do's and Don'ts for Board Members*Keys for effective decision making*Avoiding financial pitfalls*Running an effective board meeting |
| 4/1/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3492: AICPA Auditing Standards Update and Review (Webinar) (21WX-3492)The major topics that will be covered in this class include:*AICPA auditing standards issued during the 18-month period prior to the program*The new SAS 134 audit reports*How to fulfill responsibility to detect fraud under AU-C Section 240*How to assess risk of material misstatements under AU-C Section 315*How to help clients fulfill their responsibility to design, implement and maintain their internal controls*Common deficiencies in audit engagements*How to perform profitable audits |
| 4/14/2022 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WX-3578: Criminal Tax For Accountants (Webinar) (21WX-3578)The major topics that will be covered in this class include:*Basic tax crimes*Investigatory techniques *Privilege issues *Tax loss issues |
| 4/23/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3091: Like-kind Exchanges in Real Estate Transactions (Webinar) (21WX-3091)The major topics that will be covered in this class include:*Like-kind exchanges have been hailed as one of the few “legal tax shelters” still available for real property investments, but it is really a result of favored tax policy.*These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.*These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea. |
| 2/25/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2904: Office 365 Planner App Fundamentals (Webinar) (21WX-2904)The major topics that will be covered in this class include:*Navigating the Planner app interface*Creating, organizing and assigning tasks*Collaborate and share files with other team members working on the plan*Leverage the integration of Planner with other Office 365 apps*Developing a strategy for deploying Planner in your organization |
| 2/7/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3085: Excel: Two Must Know Features: Defined Names & Tables (Webinar) (21WX-3085)The major topics that will be covered in this class include:*Using Defined Names in formula creation*Learning how Defined Names can lead to more accurate spreadsheets*Structured calculations in Excel Tables |
| 2/25/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2903: Nonprofit Taxation: Key Tax Rules (Webinar) (21WX-2903)The major topics covered in this class include:*Recent tax legislation and developments related to nonprofit entities*Paycheck Protection Program eligibility for nonprofits*Basics of unrelated business income tax*Excise tax on salaries exceeding $1 million*Denial of fringe benefits and taxation of their value as UBIT*Separating businesses for purposes of UBIT*Excess parachute payments |
| 2/7/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3356: CPA Super Search: A New Research Checklist System for Google (Webinar) (21WX-3356)The major topics that will be covered in this class include:*CPA SuperSearch overview*Panopticals*Institutions*Sentiment*Advisory*Influencers*Credentials*Firms*Apps*Outputs*Domain*Regulators*Occupations |
| 3/30/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3008: Making Internal Audit an Asset for the CFO (Webinar) (21WX-3008)The major topics that will be covered in this class include:*Overlooked benefits your Internal Audit function can provide*Developing finance/audit personnel*Broadening finance staff assignments*Creating guest auditor rotations to develop and share best practices*Improving operational auditing*Enhancing compliance auditing*Creating third party auditing process to ensure out sourced risk is managed*Driving a culture of control |
| 2/17/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3254: Ethics: Uncomfortable Conversations and Inconvenient Truths (Webinar) (21WX-3254)The major topics that will be covered in this class include:*New research in the field of diversity and inclusion*Equity and corporate culture*Change management in the area of diversity and inclusion*Organizational psychology and diversity in teams |
| 3/18/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-3238: Ethics and Technology for CPAs (Webinar) (21WX-3238)The major topics that will be covered in this course include:*The foundational ethical principles that CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.*Whether our profession needs to change to continue to meet the ethical challenges in a technology-centric environment. *Consideration of the changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the future of the profession. |
| 3/17/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WX-3164: Excel: Two Must Know Features: Defined Names & Tables (Webinar) (21WX-3164)The major topics that will be covered in this class include:*Using Defined Names in formula creation*Learning how Defined Names can lead to more accurate spreadsheets*Structured calculations in Excel Tables |
| 3/8/2022 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3120: Emerging Issues in Cannabis and Hemp/CBD (Webinar) (21WX-3120)The content includes fast-paced discussion of what has been learned in other more mature markets like Colorado, Oregon and Alaska and what to expect in emerging markets where there is only medical access to cannabis or recent access to recreational cannabis. Evolving rules and market dynamics in agricultural hemp will also be addressed. The state of Colorado will be used as an example of cannabis and hemp regulation. |
| 3/2/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2993: Success is Not Losing: Risk Management and Disaster Recovery (Webinar) (21WX-2993)The major topics that will be covered in this course include:*Risk management*Disaster response*Business continuity |
| 2/16/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2744: Surviving and Pivoting to the Next Normal (Webinar) (21WX-2744)The major topics that will be covered in this course include:*Financial survival*Business assessment*Innovating your business model |
| 1/19/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3390: Ethics: What a CPA in Business & Industry Needs to Know (Webinar) (21WX-3390)* Ethics for Members in Business: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Basic Ethics Rules for Members in Business*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Analysis: Members in Business |
| 4/4/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WX-2875: Effective Networking: Take Control of Your Career (Webinar) (21WX-2875)*Setting objectives*Choosing who you want to meet*Connecting in person or through social media*Why asking is better than telling*Creating quality relationships*Following through |
| 2/3/2022 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-2750: Ethical Challenges for CPAs: Do You Have a Breaking Point? (Webinar) (21WX-2750)The major topics that will be covered in this course include:*Explore cases of practitioners that succumbed to pressure and lost their livelihoods - from helping clients avoid restating earnings to backdating changes to audit work papers. *Discuss the pressures that cause CPAs to cross the line and how to make sure you do not succumb to the pressure. What are the ethical principles that CPAs are required to follow? Is there a way out? *Consider other cases of CPAs that became fraudsters. Who is responsible for fraud prevention? How can you keep your clients safe from them? |
| 1/20/2022 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-3218: QuickBooks DESKTOP: Monthly Closeouts and Year-End Cleanups (Webinar) (21WX-3218)The major topics that will be covered in this class include:*Examine the process of closing out the accounting financials every month in your QuickBooks Desktop version and why this practice can make life so much easier at the end of the year. *Learn the beginning steps to evaluate, close out, and clean up QuickBooks files monthly and at year-end for accurate reporting and tax return preparation. *Identify why substantiating the numbers in QuickBooks on both the Profit & Loss Statement, as well as the Balance Sheet, can ensure an accurate tax return that will stand up against an IRS audit. |
| 3/15/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3325: Implementation Challenges with the new FASB Lease Standard (Webinar) (21WX-3325)The major topics that will be covered in this class include:*FASB's Accounting Standard Update for Leases Topic 842*Key differences between FASB ASC Topic 842 and ASC Topic 840*Commitments that are on the balance sheet - Operating leases and finance leases*Allocating consideration to lease and non-lease components*Lease payments, discount rate, inception date, commencement date, lease term*Impairments of right of use asset, modifications, subleases*Policy elections and disclosures |
| 3/25/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3068: Avoid Failures: Succeed Through Experimentation (Webinar) (21WX-3068)The major topics that will be covered in this class include:*Learning by experimentation*The best leaders want experiments and will accept temporary setbacks*How to fire bullets, not cannonballs*Discussion of how to create enduring progress |
| 2/24/2022 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-2807: 7 Essentials For Effective Online Meetings and Trainings (Webinar) (21WX-2807)The major topics that will be covered in this class include:*Presentation skills*Managing technology*Communication skills |
| 1/27/2022 | 2:30 - 3:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-2921: QuickBooks DESKTOP: Monthly Closeouts and Year-End Cleanups (Webinar) (21WX-2921)The major topics that will be covered in this class include:*Examine the process of closing out the accounting financials every month in your QuickBooks Desktop version and why this practice can make life so much easier at the end of the year. *Learn the beginning steps to evaluate, close out, and clean up QuickBooks files monthly and at year-end for accurate reporting and tax return preparation. *Identify why substantiating the numbers in QuickBooks on both the Profit & Loss Statement, as well as the Balance Sheet, can ensure an accurate tax return that will stand up against an IRS audit. |
| 2/8/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3522: Fraud Recon: A New Look at Fraud, Data Analytics & Behavior (Webinar) (21WX-3522)The major topics that will be covered in this class include:*Replacing outdated theories and tools of fraud detection and deterrence*Steps for handling suspected fraud*Everyday actions that can be taken to detect and deter fraud*Data and behavioral analysis in fraud detection and deterrence |
| 4/18/2022 | 8:30 - 11:30 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WX-2859: Communication Skills for Introverts (Webinar) (21WX-2859)The five areas to improve your communication that will be presented are:*Listening*Writing*Understanding your audience*Virtual communication*Non-verbal Communication |
| 2/2/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3374: That'll Leave a Mark: Creating a Personal Brand (Webinar) (21WX-3374)The major topics that will be covered in this course include:*Importance of having long-term focus*Definition of a personal brand*Characteristics of a personal brand*Definition and creation of brand equity*Advantages of positive brand equity*How to create brand equity |
| 3/31/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3187: Yellow Book Independence and Single Audit Fundamentals (Webinar) (21WX-3187)The major topics that will be covered in this class include:*The conceptual framework approach to independence*Independence threats related to preparing financial statements and accounting records*Consideration of specific non-audit services that would and would not impair independence*Documentation necessary to support adequate consideration of auditor consideration *Fundamentals of a compliance audit performed under the Uniform Guidance *Schedule of expenditure of federal awards *Determination of major programs *Using the Compliance Supplement *Uniform Guidance administrative requirements and cost principles *Testing internal control over compliance *Testing compliance*Writing an audit finding *Reporting requirements of a single audit *COVID-19 changes |
| 3/10/2022 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WX-3554: Dream Wide Awake: Overcoming What Limits You in Life! (Webinar) (21WX-3554)*The three promises to live and achieve by*A different way to approach goals that brings out what is really holding you back *The five areas of wishful thinking and how to surpass with inspired action*The six areas of fearful thinking and how to overcome with courageous intent |
| 4/21/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3165: Fraud Recon: A New Look at Fraud, Data Analytics & Behavior (Webinar) (21WX-3165)The major topics that will be covered in this class include:*Replacing outdated theories and tools of fraud detection and deterrence*Steps for handling suspected fraud*Everyday actions that can be taken to detect and deter fraud*Data and behavioral analysis in fraud detection and deterrence |
| 3/8/2022 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WX-2734: Fraud & Embezzlement: Case Studies from the Trenches (Webinar) (21WX-2734)The major topics that will be covered in this class include:*How organizations can find themselves defrauded due to lax oversight and weak internal controls.*How the existence of the “trusted advisor” creates situations where CPAs can drop their professional skepticism.*Illustrations of the issues companies should look for in preventing fraud and embezzlement. |
| 1/19/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-3431: How to Perform a Personal Financial Health Checkup (Webinar) (21WX-3431)The major topics that will be covered in this class include:*Preparing a personal financial statement following U.S. GAAP*Recasting U.S. GAAP personal financial statements into powerful management tools*Creating an effective personal financial plan that will be used “religiously”*Effective communication strategies of personal financial information*Identifying the key factors that must be managed in order to achieve financial self-sufficiency*Effective financial management techniques*How to create “goal” statements that achieve results |
| 4/7/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WX-2784: A/R and A/P: Effective Management Techniques (Webinar) (21WX-2784)*Leverage technology to manage A/R and A/P*Structure A/R to provide your organization a strategic advantage*Ten ways to collect your money*Make A/P a tool to enhance your Supply Chain's potential*Use bench marking metrics to manage and track the effectiveness of A/R and A/P in cash management |
| 1/25/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3420: The CFO Who Went to Prison (Webinar) (21WX-3420)The major topics that will be covered in this class include:*The importance of values*Identifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies |
| 4/6/2022 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-3345: Communicating Financial Information to Non-Accountants (Webinar) (21WX-3345)*The math literacy barrier*The financial literacy barrier*What to say and how to say it*Communicating ideas graphically |
| 3/29/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3312: Revenue Recognition Implementation and COVID-19 Challenges (Webinar) (21WX-3312)The major topics that will be covered in this class include:*Implementation of the 5 step model outlined in ASC 606 as well as the latest FASB activity *Revenue recognition issues related to the impact of collectability, variable consideration such as refunds, rebates, and contract modifications, significant financing, and onerous contracts. *The impact of COVID-19 disruption on each step of the 5-step process*Sample financial statement presentation and disclosures |
| 3/24/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2897: Ethics: What a CPA in Public Practice Needs to Know (Webinar) (21WX-2897)*Ethics for Members in Public Practice: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Eleven Rules for Members in Public Practice*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Discussions: Members in Public Practice |
| 2/7/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WX-3457: The GAAP Between Legal and Illegal: Financial Self-Reporting (Webinar) (21WX-3457)*Corporate Duty to Disclose Illegalities*Auditor Duty to Investigate Potential Illegalities*Whistleblower Protections*Cases and Controversies |
| 4/11/2022 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-2934: 3 Market Analysis Priorities to Drive Profitability (Webinar) (21WX-2934)Topics discussed*Take product analysis beyond net margin and volume pricing*Analyze business offerings for more effective bundling or promotional advantage*Discuss how internal efficiency factors influence profitability*Gain better insights into how to classify offerings as core, value-added or for potential elimination*Identify key factors that could shift your market segment priorities*Justify the decision to shift your priority to more profitable customers*Identify geographic pockets for competitive advantage and better strategic decisions*Cases and Group DiscussionThis seminar includes six studies and analysis activities to guide this application into your business. |
| 2/10/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3066: Accountants and Malpractice: Can We Get Sued for This? (Webinar) (21WX-3066)The major topics that will be covered in this class include:*How accountant liability is a very real threat in today's litigious society.*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.*Pitfalls in which the accountant may find him- or her- self while dealing with clients.*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases. |
| 2/24/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WX-3524: Professional Skepticism (Webinar) (21WX-3524)**The Professional Skepticism “Mind Set”*Recent Pronouncements*Professional Skepticism as Diligence*Cases and Controversies*Conclusion |
| 4/18/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WX-3108: The Tax Bill is Huge! What's Next for your Client (Webinar) (21WX-3108)The major topics that will be covered in this class include:*IRS collection process*How the IRS utilizes Tax Liens and Tax Levies to collect back taxes, and the various options practitioners have to help taxpayers. *Review of the collection alternatives available, including installment agreements, noncollectable status, offers-in-compromise and bankruptcy. |
| 2/28/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2838: Power BI: OLAP Formulas & More Time Intelligent Functions (Webinar) (21WX-2838)The major topics that will be covered in this class include:*OLAP functions to create custom calculations on an Excel worksheet*Measures that help determine the date of your refreshed data*Advanced time intelligent functions to create date-based measures |
| 1/31/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3460: Blockchain Technology: What Every CPA Should Know (Webinar) (21WX-3460)The specific topics that will be presented include:*An explanation of what blockchain is*Review of the nomenclature associated with blockchain technology*Thorough review of the components of a blockchain application*Review of current and potential applications for blockchain and its impact on commerce*Potential impact on the CPA profession in accounting and auditing |
| 4/12/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3368: Financial Reporting Frameworks for SMEs Update and Review (Webinar) (21WX-3368)The major topics that will be covered in this class include:*Amendments to the U.S. Accounting Standards Codification (i.e. – U.S. GAAP) issued during the 18-month period prior to the program *Update and review of the tax and cash special purpose frameworks *Update and review of the AICPA Financial Reporting Framework for SMEs *Update on common errors and deficiencies as identified in peer reviews and in litigation *Detailed analysis of the lease accounting standard *Practical guidance in accounting for COVID-19 issues including the accounting for PPP loan programs |
| 3/31/2022 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WX-3605: Tax Procedure: From Filing to Litigation (Webinar) (21WX-3605)The major topics that will be covered in this class include:*Providing a solid foundation on what options a client may have in tax controversy matters.*Practical strategies for managing the IRS audit team in order to maximize the client's ability to obtain a favorable outcome.*Real-life examples of discussed concepts drawn from the speaker's extensive experience as an IRS controversy specialist handling large-case audits. |
| 4/26/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2970: Dream Wide Awake: Overcoming What Limits You in Life! (Webinar) (21WX-2970)*The three promises to live and achieve by*A different way to approach goals that brings out what is really holding you back *The five areas of wishful thinking and how to surpass with inspired action*The six areas of fearful thinking and how to overcome with courageous intent |
| 2/15/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-2839: Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (21WX-2839)The major topics that will be covered in this class include:*A tour of the PowerBI.com interface*Sharing data with Power Pivot and Power BI Desktop*Creating visualizations and turning them into dashboards*Sharing visualizations and dashboards with othersThis course is #9 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 1/31/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-3257: Excel: Create KPI Dashboards for Maximum Impact (Webinar) (21WX-3257)The major topics that will be covered in this class include:*Dashboard design guidelines*Setting up a Data Model*Creating calculated fields and columns*Creating KPIs*Adding a linked table to the data model*Creating PivotTables and PivotCharts*Adding Power View visualizations*Reviewing the completed dashboard |
| 3/18/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-3560: Improving Realization on Small Business Audits (Webinar) (21WX-3560)The major topics that will be covered in this class include:*Project management is an economic issue*Setting expectations for seniors on completing the audit*Supporting the engagement team during the audit*Reinforcing productive habits in others |
| 4/21/2022 | 2 - 4 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| New 21WX-3022: Partnerships: How to Calculate the Partner's Basis (Webinar) (21WX-3022)The major topics covered in this class include:*How to calculate tax basis capital accounts*Calculation of basis when the entity is formed, including the impact of contributed property*Explains the use of both "inside" and "outside" basis determination*Clarifies the importance of partnerships capital accounts and partnerships debt on partner's tax basis*Comprehensive example to illustrate the mechanics of the basis determination process*Discusses how basis is impacted by distributions of partnership property*Explanation of how basis is impacted by sale and/or liquidation of the partnership interest |
| 2/18/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-3269: How-To Guide to Fraud Investigations (Webinar) (21WX-3269)The major topics covered in this class include:*Typical asset misappropriation schemes and how they are carried out*Red flags of asset misappropriation schemes*Data analysis, including financial ratios that may identify irregularities*Analyzing financial statements for fraud investigations*In-depth asset misappropriation case study |
| 3/21/2022 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-2910: Ethical Intelligence with Dr. Toby Groves (Webinar) (21WX-2910)The major topics that will be covered in this class include:*How culture affects ethical judgment*The surprising relationship between empathy and ethics*Mindfulness and resilience*Ethical transparency*Ethical fading and bounded ethicality*The neuroscience of ethical information-processing*The psychology behind empathy, transparency and trust |
| 2/8/2022 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-3596: A/R and A/P: Effective Management Techniques (Webinar) (21WX-3596)*Leverage technology to manage A/R and A/P*Structure A/R to provide your organization a strategic advantage*Ten ways to collect your money*Make A/P a tool to enhance your Supply Chain's potential*Use bench marking metrics to manage and track the effectiveness of A/R and A/P in cash management |
| 4/26/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3591: Risk Assessment for Small Business Audits (Webinar) (21WX-3591)The major topics that will be covered in this class include:Each element of the risk assessment process:*Understanding the client's business and industry in which it operates*Internal control*Assessing the magnitude and likelihood of risk*Linking risk assessment to substantive audit procedures |
| 4/25/2022 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-2817: Resolving Payroll Tax Debts (Webinar) (21WX-2817)The major topics that will be covered in this class include:*The basics of resolving an outstanding payroll tax debt *Handling personal liability for owners and key employees *Issues pursuant to the trust fund recovery penalty |
| 1/27/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-3553: Accountants and Malpractice: Can We Get Sued for This? (Webinar) (21WX-3553)The major topics that will be covered in this class include:*How accountant liability is a very real threat in today's litigious society.*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.*Pitfalls in which the accountant may find him- or her- self while dealing with clients.*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases. |
| 4/21/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WX-2912: Excel: Working with Text, Date & Time Functions & Formulas (Webinar) (21WX-2912) |