| 22WA-3831: Collaborative Communications: Working with Diverse Styles (Webinar) (22WA-3831)*Communications |
| 12/16/2022 | 3 - 5:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-3753: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (22WA-3753)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 12/9/2022 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 22WA-3717: Dynamic Communication: Business and Workplace Communication Essentials (Webinar) (22WA-3717)*communication*written communication*verbal communication*decision making |
| 12/6/2022 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3726: Practical Strategic Planning for the HR Professional (Webinar) (22WA-3726)*Corporate Culture*Strategic Planning*Leadership*Staff Development |
| 12/7/2022 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-4042: Connected Leadership: Foster and Retain an Engaged Team (Webinar) (22WA-4042)*Leadership |
| 12/23/2022 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3730: 5 Marvelous Business Books in 100 Minutes (Webinar) (22WA-3730)*Five business books, including: *"Leaders Eat Last", by Simon Sinek *"Zero to One" by Peter Thiel *"American Icon" by Bryce Hoffman *"Slide:ology" by Nancy Duarte*"Brain Rules" by John Molina |
| 12/7/2022 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4008: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (22WA-4008)*The basic benefits of why*The 5-15 report*Curiosity and creativity |
| 12/22/2022 | 5 - 8:35 p.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 22WA-3728: Preparing for a CFO Role (Webinar) (22WA-3728)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/7/2022 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4092: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (22WA-4092)*training development*employee development*online training education*virtual training |
| 12/27/2022 | 6 - 7:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-3981: Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills (Webinar) (22WA-3981)*Professional/Technical to Business/Behavioral Leader Evolution*From Agricultural to Conceptual Age Right Brain Orientation*Emotional Intelligence Framework*Behavioral Self-Awareness and Self-Management*Socially Intelligent Leader/Social Awareness*Transformational Leadership |
| 12/21/2022 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3962: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (22WA-3962)*Relationships |
| 12/21/2022 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-4099: The Psychology of Fraud (Webinar) (22WA-4099)*Fraud |
| 12/27/2022 | 6 - 7:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 22WA-3917: Tell Me A Story: Making Wisdom Stick! (Webinar) (22WA-3917)*The 3 elements of storytelling*3 real world examples*10 thoughts for the road |
| 12/19/2022 | 9 a.m. - 12:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 22WA-3977: Let's Play the 90 Day Money Game! (Webinar) (22WA-3977)*Financial Stress assessment*Money Creation*Mindset*Limiting Beliefs*Resiliency*Skill & Talents Inventory*Success Teams*Money Breakthrough*Nourishing the seeds of opportunity*Environment Matters*Success Habits*EFT for Stress |
| 12/21/2022 | 1 - 4:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3926: Leadership Lies that are Sabotaging Your Results: A Preview of the full Effective LEADER-COACH (Webinar) (22WA-3926)*Leadership*Personal development*Communication*Interpersonal relationships*Coaching |
| 12/20/2022 | 3 - 4:15 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3767: The Art of Conversation: A Relationship Approach to Networking (Webinar) (22WA-3767)*Networking*Relationship Management |
| 12/12/2022 | 1 - 3:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 22WA-3907: CPA to Consultant (Webinar) (22WA-3907)*Identifying a consulting specialty*Building a practice and capturing value*Managing consulting projects*Building a referral network*Professional standards for consultants |
| 12/19/2022 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3741: Improving Ethical Decision Making (Webinar) (22WA-3741)*Ethics*HR Role in Ethics*Recruitment and screening processes |
| 12/8/2022 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | 1.2 Ethics |
| 22WA-4001: Strategic Career Management: Only You Have Sleepless Nights Over Your Career (Webinar) (22WA-4001)*Career Ownership*Career Planning*Personal Marketing Plan*Strategic Career Considerations*Opportunity Insights*Networking*Character |
| 12/22/2022 | 5 - 7:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-3816: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (22WA-3816)*Emotional intelligence*Workplace culture*Employee trust |
| 12/15/2022 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3801: Finding Balance During Change & Uncertainty: Staying Positive when Things Get Tough (Webinar) (22WA-3801)*Change management*Leadership |
| 12/14/2022 | 1 - 2:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 22WA-4167: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (22WA-4167)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 12/29/2022 | 6 - 7:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 22WA-3898: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (22WA-3898)*The basic benefits of why*The 5-15 report*Curiosity and creativity |
| 12/19/2022 | 1 - 4:35 p.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 22WA-4185: White Collar Crime: What Every CPA Should Know (Webinar) (22WA-4185)*Definitions of white collar crime*White collar crime characteristics*CPA role in combating white collar crime |
| 12/29/2022 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-3804: Improving Ethical Decision Making (Webinar) (22WA-3804)*Ethics*HR Role in Ethics*Recruitment and screening processes |
| 12/14/2022 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | 1.2 Ethics |
| 22WA-3778: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (22WA-3778)*New Hire Onboarding*Employee Separations*Employee Relations*Training & Development |
| 12/12/2022 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3911: Communicating with Generation Z in the Workplace (Webinar) (22WA-3911)*generational communication*generational management*generations*communication*leadership*management |
| 12/19/2022 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3698: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (22WA-3698)*Culture*Trust |
| 12/5/2022 | 9 - 10:25 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 22WA-4210: Time & Effort Reporting for Federal Grants (Webinar) (22WA-4210)*Grant timekeeping*What the Assistant US Attorney General stated about problematic time reporting*Mandatory do's and don't's for nonprofit organizations*What expectations are not explained in the regulations*Useful timekeeping forms and controls |
| 12/31/2022 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-4081: The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (22WA-4081)*Ethics*Leadership |
| 12/27/2022 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-3742: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (22WA-3742)*The Power of M.O.R.E.*Mastery - a dedication to life long learning*Open-mindedness - seeing new perspectives*Reconnection - through listening and communication*Environment - Building a safe one |
| 12/8/2022 | 10 - 11:20 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| New 22WA-3803: Resolving Ethical Conflicts (Webinar) (22WA-3803)*Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
| 12/14/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 22WA-3914: Was It Fraud or Just Poor Audit Quality? (Webinar) (22WA-3914)*Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest |
| 12/19/2022 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-3811: Shaping your Organization's Ethical Foundation (Webinar) (22WA-3811)*Ethics*Organizational culture*Business Management and Employee and Labor Relations |
| 12/14/2022 | 10 - 11:30 a.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | 1.6 Ethics |
| New 22WA-4203: Advanced Cost Accounting (Webinar) (22WA-4203)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 12/30/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3734: Power, Influence and Ethics (Webinar) (22WA-3734)*The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
| 12/8/2022 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-3989: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (22WA-3989)*business development*sales*marketing*social media*digital media |
| 12/22/2022 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3853: Recruit to Win (Webinar) (22WA-3853)*Talent Management*Recruitment |
| 12/17/2022 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4068: Resolving Ethical Dilemmas: You Make the Call (Webinar) (22WA-4068)*Ethical frameworks*Threats and safeguards to objectivity and independence*Ethics rules for lawyers, investigators, journalists, medical researchers, engineers, and prosecutors*The Arthur Andersen case |
| 12/24/2022 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| 22WA-3758: Achieving Balance in Work and Life Part 1 (Webinar) (22WA-3758)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 12/9/2022 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4030: Leaders Eat Last: 50 Minute Lesson (Webinar) (22WA-4030)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 12/23/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3792: Powerful Public Speaking: Communicate With Confidence (Webinar) (22WA-3792)*Communications |
| 12/13/2022 | 9 - 11:55 a.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
| 22WA-3900: Leading & Inspiring Teams (Webinar) (22WA-3900)*Leadership Recognition*Total Rewards*Employee Engagement |
| 12/19/2022 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3759: Making Millennials Great...5 Pillars for Building the Next Generation (Webinar) (22WA-3759)*Leadership*Motivation*Employee Engagement |
| 12/10/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3944: Ethics for CPAs, the Pragmatic, Practical and Possible (Webinar) (22WA-3944)*Regulatory Ethics |
| 12/20/2022 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 22WA-3861: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (22WA-3861)*Employee Retention*Employee Engagement*Leadership |
| 12/17/2022 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3883: Cost and Pricing Models: Creating an Effective Tool (Webinar) (22WA-3883)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 12/17/2022 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3954: Cost and Pricing Models: Creating an Effective Tool (Webinar) (22WA-3954)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 12/21/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3779: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (22WA-3779)*The basic benefits of why*The 5-15 report*Curiosity and creativity |
| 12/12/2022 | 9 a.m. - 12:35 p.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 22WA-4113: Tell Me A Story: Making Wisdom Stick! (Webinar) (22WA-4113)*The 3 elements of storytelling*3 real world examples*10 thoughts for the road |
| 12/27/2022 | 6 - 9:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 22WA-3788: Essential Skills for Financial Leaders Conference (Webinar) (22WA-3788)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/13/2022 | 1 - 5:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 22WA-4154: Performance Auditing Made Easy (Webinar) (22WA-4154)*Performance audit standards*Performance audit types*Performance audit objectives |
| 12/29/2022 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-4159: Cash Management: Day to Day Best Practices (Webinar) (22WA-4159)*Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
| 12/29/2022 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3974: Time & Effort Reporting for Federal Grants (Webinar) (22WA-3974)*Grant timekeeping*What the Assistant US Attorney General stated about problematic time reporting*Mandatory do's and don't's for nonprofit organizations*What expectations are not explained in the regulations*Useful timekeeping forms and controls |
| 12/21/2022 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-4058: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (22WA-4058)*leadership*management*meetings*productivity |
| 12/23/2022 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4105: Budget Monitoring Under the Uniform Guidance (Webinar) (22WA-4105)*Preparing a grant or cooperative agreement budget*Monitoring tools such as budget versus actual*Integrating draws or invoices into budget monitoring |
| 12/27/2022 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3770: Tell Me A Story: Making Wisdom Stick! (Webinar) (22WA-3770)*The 3 elements of storytelling*3 real world examples*10 thoughts for the road |
| 12/12/2022 | 1 - 4:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 22WA-3739: Finding Balance During Change & Uncertainty: Staying Positive when Things Get Tough (Webinar) (22WA-3739)*Change management*Leadership |
| 12/8/2022 | 9 - 10:30 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 22WA-3878: Budget Monitoring Under the Uniform Guidance (Webinar) (22WA-3878)*Preparing a grant or cooperative agreement budget*Monitoring tools such as budget versus actual*Integrating draws or invoices into budget monitoring |
| 12/17/2022 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3702: The Preparation of Form 706 and 709: Line-by-Line (Webinar) (22WA-3702)*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
| 12/5/2022 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WA-3710: Take Your PowerPoint From Mess to Success (Webinar) (22WA-3710)*Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
| 12/6/2022 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4022: Understanding & Appreciating Our Differences: Optimizing Communication, Cooperation & Connection (Webinar) (22WA-4022)*Emotional Intelligence*Communication*Teamwork |
| 12/23/2022 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4156: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (22WA-4156)*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
| 12/29/2022 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4070: The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (22WA-4070)*civility*ethics |
| 12/24/2022 | 11 a.m. - 12:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-4026: Introduction to Sustainability Accounting (Webinar) (22WA-4026)*History of Sustainability Accounting*Sustainability Metrics for Industry*Published Sustainability Standards*Roles of Accounting and Other Associations*Integrating Sustainability into Financial Reporting |
| 12/23/2022 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-4216: Balance Sheet Management: The Least Understood Risk (Webinar) (22WA-4216)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 12/31/2022 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WA-3876: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (22WA-3876)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 12/17/2022 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4067: Powerful Public Speaking: Communicate With Confidence (Webinar) (22WA-4067)*Communications |
| 12/24/2022 | 12 - 2:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
| 22WA-4063: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (22WA-4063)*training development*employee development*online training education*virtual training |
| 12/24/2022 | 12 - 1:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-4123: Business Intelligence and Data Analytics (Webinar) (22WA-4123)*DA and BI relationship to accountant value*Current trends in BI and DA*The changing accountant roles: data analyst, data scientist and data storyteller*Obtaining datasets to compare and contrast with their organization's data*Robotic Process Automation (RPA)*BI tools |
| 12/27/2022 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| 22WA-4015: Networking Works: Build Relationships to Build Your Business (Webinar) (22WA-4015)*Communication*Relationship-building*Active listening*Public speaking |
| 12/22/2022 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-3834: Pricing for Profitability: How Finance Can Save the Bottom Line (Webinar) (22WA-3834)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 12/16/2022 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-4056: Accounting's Perfect Storm Update (Webinar) (22WA-4056)*The current status of Accounting's Perfect Storm*Business issues involving these changes*10 thoughts for the road |
| 12/23/2022 | 5 - 8:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 22WA-4109: The Yellow Book: From Beginning to End (Webinar) (22WA-4109)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 12/27/2022 | 12 - 8:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WA-4192: How to Create an Incredible Employer Brand (Webinar) (22WA-4192)*Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
| 12/30/2022 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-3959: Understanding & Appreciating Our Differences: Optimizing Communication, Cooperation & Connection (Webinar) (22WA-3959)*Emotional Intelligence*Communication*Teamwork |
| 12/21/2022 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4139: Achieving Balance in Work and Life Part 1 (Webinar) (22WA-4139)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 12/28/2022 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3832: The Successful Family Business (Webinar) (22WA-3832)*Business Management*Organization |
| 12/16/2022 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4164: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (22WA-4164)*Relationships |
| 12/29/2022 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-3892: Achieving Balance in Work and Life Part 1 (Webinar) (22WA-3892)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 12/19/2022 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4198: Business Intelligence and Data Analytics (Webinar) (22WA-4198)*DA and BI relationship to accountant value*Current trends in BI and DA*The changing accountant roles: data analyst, data scientist and data storyteller*Obtaining datasets to compare and contrast with their organization's data*Robotic Process Automation (RPA)*BI tools |
| 12/30/2022 | 11 a.m. - 2:50 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| 22WA-3870: Shaping your Organization's Ethical Foundation (Webinar) (22WA-3870)*Ethics*Organizational culture*Business Management and Employee and Labor Relations |
| 12/17/2022 | 10 - 11:30 a.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | 1.6 Ethics |
| 22WA-4055: Pricing for Profitability: How Finance Can Save the Bottom Line (Webinar) (22WA-4055)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 12/23/2022 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3979: I want the TRUTH: Preparing to be an Expert Witness (Webinar) (22WA-3979)*Rules of civiland criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques |
| 12/21/2022 | 9 - 10:35 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-3708: The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (22WA-3708)*civility*ethics |
| 12/6/2022 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 22WA-3808: Business Ethics: Cases from the Real World (Webinar) (22WA-3808)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 12/14/2022 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 22WA-3822: Unleash your Employees' Creative Superpowers with Lessons from the Fearless (Webinar) (22WA-3822)*Innovation*Collaboration*Creativity*Disruption |
| 12/15/2022 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4031: Leading & Inspiring Teams (Webinar) (22WA-4031)*Leadership Recognition*Total Rewards*Employee Engagement |
| 12/23/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4095: Leadership Lies that are Sabotaging Your Results: A Preview of the full Effective LEADER-COACH (Webinar) (22WA-4095)*Leadership*Personal development*Communication*Interpersonal relationships*Coaching |
| 12/27/2022 | 6 - 7:15 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3749: Speaking for Impact (Webinar) (22WA-3749)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 12/9/2022 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4071: Ethics: A Line in the Sand. Implications for Daily Business (Webinar) (22WA-4071)*Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
| 12/24/2022 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 22WA-3843: The Preparation of Form 706 and 709: Line-by-Line (Webinar) (22WA-3843)*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
| 12/17/2022 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WA-4102: Driving Performance with Metrics (Webinar) (22WA-4102)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 12/27/2022 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-4115: Getting Ahead: The Art of Marketing for CPAs (Webinar) (22WA-4115)*Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
| 12/27/2022 | 6 - 9:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3706: Networking Works: Build Relationships to Build Your Business (Webinar) (22WA-3706)*Communication*Relationship-building*Active listening*Public speaking |
| 12/6/2022 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-3887: Cash Management Skills: Strategies for Long-Term Success (Webinar) (22WA-3887)*Understand how much cash your organization will need*Where will you get cash?*Set cash management policy*Prevent cash management surprises |
| 12/19/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3933: Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (22WA-3933)*Change management*Leadership |
| 12/20/2022 | 5 - 6:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| 22WA-3904: Setting Your Team Up for Success Through Servant Leadership (Webinar) (22WA-3904)*leadership development*servant leadership*communication skills*innovation*team building |
| 12/19/2022 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3951: Making Millennials Great...5 Pillars for Building the Next Generation (Webinar) (22WA-3951)*Leadership*Motivation*Employee Engagement |
| 12/20/2022 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3932: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (22WA-3932)*Relationships |
| 12/20/2022 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-3715: Time & Effort Reporting for Federal Grants (Webinar) (22WA-3715)*Grant timekeeping*What the Assistant US Attorney General stated about problematic time reporting*Mandatory do's and don't's for nonprofit organizations*What expectations are not explained in the regulations*Useful timekeeping forms and controls |
| 12/6/2022 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-4132: Strategic Career Management: Only You Have Sleepless Nights Over Your Career (Webinar) (22WA-4132)*Career Ownership*Career Planning*Personal Marketing Plan*Strategic Career Considerations*Opportunity Insights*Networking*Character |
| 12/28/2022 | 12 - 2:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-4160: Unleash your Employees' Creative Superpowers with Lessons from the Fearless (Webinar) (22WA-4160)*Innovation*Collaboration*Creativity*Disruption |
| 12/29/2022 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3781: CPA to Consultant (Webinar) (22WA-3781)*Identifying a consulting specialty*Building a practice and capturing value*Managing consulting projects*Building a referral network*Professional standards for consultants |
| 12/13/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3774: Up Your Influence: How To Get What You want (Webinar) (22WA-3774)*Persuasion*Influence |
| 12/12/2022 | 9 - 11:15 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-4211: Networking Works: Build Relationships to Build Your Business (Webinar) (22WA-4211)*Communication*Relationship-building*Active listening*Public speaking |
| 12/31/2022 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-3754: Driving Performance with Metrics (Webinar) (22WA-3754)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 12/9/2022 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3819: Setting Your Team Up for Success Through Servant Leadership (Webinar) (22WA-3819)*leadership development*servant leadership*communication skills*innovation*team building |
| 12/15/2022 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 22WA-3798: Cost of Capital: What it is and How to Use it (Webinar) (22WA-3798)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 12/14/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3982: Top 10 Business Myths and How to Avoid Them (Webinar) (22WA-3982)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 12/21/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3871: I want the TRUTH: Preparing to be an Expert Witness (Webinar) (22WA-3871)*Rules of civiland criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques |
| 12/17/2022 | 10 - 11:35 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-4051: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (22WA-4051)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*.How to create trust and get people to like working with you*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
| 12/23/2022 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4124: Essential Skills for the Next 10 Years (Webinar) (22WA-4124)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/28/2022 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3961: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (22WA-3961)*business development*sales*marketing*social media*digital media |
| 12/21/2022 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3760: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (22WA-3760)*Employee Retention*Employee Engagement*Leadership |
| 12/10/2022 | 2 - 2:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3931: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (22WA-3931)*Employee Retention*Employee Engagement*Leadership |
| 12/20/2022 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4207: Performance Auditing Made Easy (Webinar) (22WA-4207)*Performance audit standards*Performance audit types*Performance audit objectives |
| 12/30/2022 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-3928: Leading & Inspiring Teams (Webinar) (22WA-3928)*Leadership Recognition*Total Rewards*Employee Engagement |
| 12/20/2022 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3988: Dynamic Communication: Business and Workplace Communication Essentials (Webinar) (22WA-3988)*communication*written communication*verbal communication*decision making |
| 12/22/2022 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3845: The Competent Accountant: Mastering the Role of the Controller/ CFO (Webinar) (22WA-3845)*Business Management*Organization |
| 12/17/2022 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4165: The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room (Webinar) (22WA-4165)*Public speaking*Presentation Skills*Communication*Leadership |
| 12/29/2022 | 6 - 7:20 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 22WA-4135: Ethics in the Real World: Living Values for Today (Webinar) (22WA-4135)*Four root causes of unethical business behavior*Eight steps to create an ethical business environment*Establish a code of conduct and make it public *Hire and promote people with a well-grounded sense of personal ethics *Interpret your code for ordinary circumstances * Communicate expectations for employees to act in an ethical manner *Lead by example * Teach employees the basic tools of ethical decision making * Back your code with enforcement * Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
| 12/28/2022 | 1:30 - 3:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-3986: 5 Marvelous Business Books in 100 Minutes (Webinar) (22WA-3986)*Five business books, including: *"Leaders Eat Last", by Simon Sinek *"Zero to One" by Peter Thiel *"American Icon" by Bryce Hoffman *"Slide:ology" by Nancy Duarte*"Brain Rules" by John Molina |
| 12/21/2022 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4024: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (22WA-4024)*business development*sales*marketing*social media*digital media |
| 12/23/2022 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3793: Why Can't We All Just Get Along? Understanding & Appreciating Our Differences (Webinar) (22WA-3793)*Emotional Intelligence*Communication*Teamwork |
| 12/13/2022 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3737: Shaping your Organization's Ethical Foundation (Webinar) (22WA-3737)*Ethics*Organizational culture*Business Management and Employee and Labor Relations |
| 12/8/2022 | 2 - 3:30 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | 1.6 Ethics |
| 22WA-3925: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (22WA-3925)*Employee Retention*Employee Engagement*Leadership |
| 12/20/2022 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3880: Cash Management: Day to Day Best Practices (Webinar) (22WA-3880)*Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
| 12/17/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3823: Essential Skills for the Next 10 Years (Webinar) (22WA-3823)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/16/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4158: Introduction to Sustainability Accounting (Webinar) (22WA-4158)*History of Sustainability Accounting*Sustainability Metrics for Industry*Published Sustainability Standards*Roles of Accounting and Other Associations*Integrating Sustainability into Financial Reporting |
| 12/29/2022 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3864: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (22WA-3864)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 12/17/2022 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3992: Essential Skills for the Next 10 Years (Webinar) (22WA-3992)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/22/2022 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3872: The Psychology of Fraud (Webinar) (22WA-3872)*Fraud |
| 12/17/2022 | 10 - 11:35 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 22WA-4021: Making Millennials Great...5 Pillars for Building the Next Generation (Webinar) (22WA-4021)*Leadership*Motivation*Employee Engagement |
| 12/23/2022 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4087: How to Create an Incredible Employer Brand (Webinar) (22WA-4087)*Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
| 12/27/2022 | 6 - 7:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-3724: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (22WA-3724)*What does "Leaders Eat Last"mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 12/7/2022 | 1 - 2:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3975: Was It Fraud or Just Poor Audit Quality? (Webinar) (22WA-3975)*Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest |
| 12/21/2022 | 3 - 4:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-4169: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (22WA-4169)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 12/29/2022 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3919: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (22WA-3919)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 12/19/2022 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3908: No Thanks...I Took Another Offer (Webinar) (22WA-3908)*Talent Management*Recruitment |
| 12/19/2022 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4148: Power, Influence and Ethics (Webinar) (22WA-4148)*The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
| 12/28/2022 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-3830: Powerful Public Speaking: Communicate With Confidence (Webinar) (22WA-3830)*Communications |
| 12/16/2022 | 2 - 4:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
| 22WA-4110: Up Your Influence: How To Get What You want (Webinar) (22WA-4110)*Persuasion*Influence |
| 12/27/2022 | 6 - 8:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-4178: Ethics: A Line in the Sand. Implications for Daily Business (Webinar) (22WA-4178)*Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
| 12/29/2022 | 6 - 9:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 22WA-4101: The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (22WA-4101)*civility*ethics |
| 12/27/2022 | 6 - 7:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-4025: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (22WA-4025)*The Power of M.O.R.E.*Mastery - a dedication to life long learning*Open-mindedness - seeing new perspectives*Reconnection - through listening and communication*Environment - Building a safe one |
| 12/23/2022 | 12 - 1:20 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 22WA-3874: The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (22WA-3874)*civility*ethics |
| 12/17/2022 | 10 - 11:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-4047: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (22WA-4047)*training development*employee development*online training education*virtual training |
| 12/23/2022 | 2 - 3:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-3709: Communicating with Generation Z in the Workplace (Webinar) (22WA-3709)*generational communication*generational management*generations*communication*leadership*management |
| 12/6/2022 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4002: 5 Marvelous Business Books in 100 Minutes (Webinar) (22WA-4002)*Five business books, including: *"Leaders Eat Last", by Simon Sinek *"Zero to One" by Peter Thiel *"American Icon" by Bryce Hoffman *"Slide:ology" by Nancy Duarte*"Brain Rules" by John Molina |
| 12/22/2022 | 6 - 7:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4181: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (22WA-4181)*The integrated planning model*The strategic plan*Linkage with Performance Based Management*Tracking success*Real world examples |
| 12/29/2022 | 6 - 10:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 22WA-4023: Giving Feedback That Delivers Results (Webinar) (22WA-4023)*leadership*communication*performance |
| 12/23/2022 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3761: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (22WA-3761)*Employee Retention*Employee Engagement*Leadership |
| 12/10/2022 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4017: The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room (Webinar) (22WA-4017)*Public speaking*Presentation Skills*Communication*Leadership |
| 12/22/2022 | 9 - 10:20 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 22WA-3725: Leaders Eat Last: 50 Minute Lesson (Webinar) (22WA-3725)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 12/7/2022 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3794: Become Rich Without Selling Your Soul (Webinar) (22WA-3794)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 12/13/2022 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 22WA-4213: Achieving Balance in Work and Life Part 2 (Webinar) (22WA-4213)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
| 12/31/2022 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3984: Negotiation Strategy: What to do Before, During and After (Webinar) (22WA-3984)*negotiation |
| 12/21/2022 | 11 a.m. - 12:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 22WA-4086: The Engagement Trifecta: Beat the Odds and Create a Winning Workplace Culture (Webinar) (22WA-4086)*The importance of finding commonalities amongst a diverse workforce*How to set intentions as you start your day and its affect on your work*The power of influence*Workplace behaviors that set the tone in your workplace*Strategies to close out your day and the impact going forward |
| 12/27/2022 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4125: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (22WA-4125)*New Hire Onboarding*Employee Separations*Employee Relations*Training & Development |
| 12/28/2022 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3990: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (22WA-3990)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*.How to create trust and get people to like working with you*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
| 12/22/2022 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4096: Performance Auditing Made Easy (Webinar) (22WA-4096)*Performance audit standards*Performance audit types*Performance audit objectives |
| 12/27/2022 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-3762: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (22WA-3762)*Proposed Financial Performance Reporting changes to standard financial package. |
| 12/10/2022 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WA-3953: Resolving Ethical Conflicts (Webinar) (22WA-3953)*Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
| 12/21/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 22WA-3720: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (22WA-3720)*business development*sales*marketing*social media*digital media |
| 12/6/2022 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4180: Essential Skills for Financial Leaders Conference (Webinar) (22WA-4180)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/29/2022 | 6 - 10:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 22WA-3763: No Thanks...I Took Another Offer (Webinar) (22WA-3763)*Talent Management*Recruitment |
| 12/10/2022 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3868: Leadership Lies that are Sabotaging Your Results: A Preview of the full Effective LEADER-COACH (Webinar) (22WA-3868)*Leadership*Personal development*Communication*Interpersonal relationships*Coaching |
| 12/17/2022 | 10 - 11:15 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3970: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (22WA-3970)*New perspective on corporate governance;*ERM overview;*ERM-small business approach;*10 steps to take NOW! |
| 12/21/2022 | 11 a.m. - 2:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3842: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (22WA-3842)*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
| 12/17/2022 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4107: Cash Management: Day to Day Best Practices (Webinar) (22WA-4107)*Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
| 12/27/2022 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3786: Understanding Annuities (Webinar) (22WA-3786)*The four main types of deferred annuities*Income annuities*What type of client would benefit from an annuity |
| 12/13/2022 | 3:30 - 4:40 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| 22WA-4078: Ethics: A Line in the Sand. Implications for Daily Business (Webinar) (22WA-4078)*Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
| 12/27/2022 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 22WA-4117: The Successful Family Business (Webinar) (22WA-4117)*Business Management*Organization |
| 12/27/2022 | 6 - 9:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3920: Connected Leadership: Foster and Retain an Engaged Team (Webinar) (22WA-3920)*Leadership |
| 12/19/2022 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4100: Negotiation Strategy: What to do Before, During and After (Webinar) (22WA-4100)*negotiation |
| 12/27/2022 | 6 - 7:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 22WA-3740: The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (22WA-3740)*Ethics*Leadership |
| 12/8/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-3964: Resolving Ethical Dilemmas: You Make the Call (Webinar) (22WA-3964)*Ethical frameworks*Threats and safeguards to objectivity and independence*Ethics rules for lawyers, investigators, journalists, medical researchers, engineers, and prosecutors*The Arthur Andersen case |
| 12/21/2022 | 1 - 2:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| 22WA-3863: Why Can't We All Just Get Along? Understanding & Appreciating Our Differences (Webinar) (22WA-3863)*Emotional Intelligence*Communication*Teamwork |
| 12/17/2022 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4153: Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (22WA-4153)*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
| 12/29/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3922: No Thanks...I Took Another Offer (Webinar) (22WA-3922)*Talent Management*Recruitment |
| 12/20/2022 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3755: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (22WA-3755)*training development*employee development*online training education*virtual training |
| 12/9/2022 | 10 - 11:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-3785: 2022-2023 Workplace Law Updates for CPAs (Webinar) (22WA-3785)*Independent contractor vs. employee*FLSA / salary exemptions |
| 12/13/2022 | 3:30 - 4:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-3840: Tell Me A Story: Making Wisdom Stick! (Webinar) (22WA-3840)*The 3 elements of storytelling*3 real world examples*10 thoughts for the road |
| 12/17/2022 | 10 a.m. - 1:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 22WA-3915: Resolving Ethical Dilemmas: You Make the Call (Webinar) (22WA-3915)*Ethical frameworks*Threats and safeguards to objectivity and independence*Ethics rules for lawyers, investigators, journalists, medical researchers, engineers, and prosecutors*The Arthur Andersen case |
| 12/19/2022 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| 22WA-4195: Creating Rapid Rapport for Increased Business (Webinar) (22WA-4195)*How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*. The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes* Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means* What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
| 12/30/2022 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4189: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (22WA-4189)*What makes people really happy -- and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 12/30/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3752: Giving Feedback That Delivers Results (Webinar) (22WA-3752)*leadership*communication*performance |
| 12/9/2022 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4111: Creating a Coaching Culture in Your Company (Webinar) (22WA-4111)*What is and is Not Coaching*Definition of Culture and a Coaching Culture*Historical and Current Views of Coaching*Coaching Competencies*Solution Focused Coaching Framework*Coaching Culture Framework*Coaching Results*Measuring Success of Coaching |
| 12/27/2022 | 6 - 8:55 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 22WA-4144: The Preparation of Form 706 and 709: Line-by-Line (Webinar) (22WA-4144)*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
| 12/28/2022 | 6 - 9:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WA-3721: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (22WA-3721)*Relationships |
| 12/6/2022 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-3937: Pricing for Profitability: How Finance Can Save the Bottom Line (Webinar) (22WA-3937)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 12/20/2022 | 5 - 6:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3714: Merchant Account Nightmares: The Shady World of Credit Card Processing Fees (Webinar) (22WA-3714)*Identify how much you are being overcharged on your processing fees.*Identify whether you're being gouged or, more rarely, getting a square deal.*Identify the hidden fees in credit card processing services.*Various ways of saving dollars your credit card processing free |
| 12/6/2022 | 4 - 5:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4039: Resolving Ethical Dilemmas: You Make the Call (Webinar) (22WA-4039)*Ethical frameworks*Threats and safeguards to objectivity and independence*Ethics rules for lawyers, investigators, journalists, medical researchers, engineers, and prosecutors*The Arthur Andersen case |
| 12/23/2022 | 1 - 2:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| 22WA-4040: Finding Balance During Change & Uncertainty: Staying Positive when Things Get Tough (Webinar) (22WA-4040)*Change management*Leadership |
| 12/23/2022 | 1 - 2:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 22WA-3733: Ethics: A Line in the Sand. Implications for Daily Business (Webinar) (22WA-3733)*Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
| 12/7/2022 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 22WA-4060: Achieving Balance in Work and Life Part 1 (Webinar) (22WA-4060)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 12/23/2022 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3955: Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (22WA-3955)*Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
| 12/21/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3750: I want the TRUTH: Preparing to be an Expert Witness (Webinar) (22WA-3750)*Rules of civiland criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques |
| 12/9/2022 | 3 - 4:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-4166: Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (22WA-4166)*Change management*Leadership |
| 12/29/2022 | 6 - 7:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| 22WA-3846: The Successful Family Business (Webinar) (22WA-3846)*Business Management*Organization |
| 12/17/2022 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3814: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (22WA-3814)*Culture*Trust |
| 12/15/2022 | 12 - 1:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 22WA-4059: White Collar Crime: What Every CPA Should Know (Webinar) (22WA-4059)*Definitions of white collar crime*White collar crime characteristics*CPA role in combating white collar crime |
| 12/23/2022 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-4075: 5 Marvelous Business Books in 100 Minutes (Webinar) (22WA-4075)*Five business books, including: *"Leaders Eat Last", by Simon Sinek *"Zero to One" by Peter Thiel *"American Icon" by Bryce Hoffman *"Slide:ology" by Nancy Duarte*"Brain Rules" by John Molina |
| 12/27/2022 | 1 - 2:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4126: Financial Acumen for the HR Professional (Webinar) (22WA-4126)*Financial Statement Insight*Trend Analysis*Financial Benchmarks |
| 12/28/2022 | 12 - 1:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-4182: Cost and Pricing Models: Creating an Effective Tool (Webinar) (22WA-4182)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 12/29/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3923: Recruit to Win (Webinar) (22WA-3923)*Talent Management*Recruitment |
| 12/20/2022 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3836: Connected Leadership: Foster and Retain an Engaged Team (Webinar) (22WA-3836)*Leadership |
| 12/16/2022 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4209: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (22WA-4209)*The Power of M.O.R.E.*Mastery - a dedication to life long learning*Open-mindedness - seeing new perspectives*Reconnection - through listening and communication*Environment - Building a safe one |
| 12/31/2022 | 12 - 1:20 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 22WA-4014: Communicating with Generation Z in the Workplace (Webinar) (22WA-4014)*generational communication*generational management*generations*communication*leadership*management |
| 12/22/2022 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 22WA-3998: Cost of Capital: What it is and How to Use it (Webinar) (22WA-3998)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 12/22/2022 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3839: The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (22WA-3839)*Conflicts |
| 12/17/2022 | 10 a.m. - 1:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4141: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (22WA-4141)*The integrated planning model*The strategic plan*Linkage with Performance Based Management*Tracking success*Real world examples |
| 12/28/2022 | 1 - 5:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 22WA-3997: Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (22WA-3997)*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
| 12/22/2022 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3775: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (22WA-3775)*Presence |
| 12/12/2022 | 9 - 11:15 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-4054: Effective Leader Coach Foundations : A Course in Personal Leadership Development (Webinar) (22WA-4054)*Leadership*Personal development*Change Management*Emotional Intelligence*Trust*Feedback*Accountability*Communication*Interpersonal relationships*Coaching |
| 12/23/2022 | 3 - 6:30 p.m. | Online | 3.5 CPE (0 tech, 3.5 non-tech) | |
| 22WA-4112: The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (22WA-4112)*Conflicts |
| 12/27/2022 | 6 - 9:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3860: How to Create an Incredible Employer Brand (Webinar) (22WA-3860)*Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
| 12/17/2022 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-4034: No Thanks...I Took Another Offer (Webinar) (22WA-4034)*Talent Management*Recruitment |
| 12/23/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4077: The Preparation of Form 706 and 709: Line-by-Line (Webinar) (22WA-4077)*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
| 12/27/2022 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WA-3862: Live, Virtual and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (22WA-3862)*training*development*employee development*teaching*learning*virtual training |
| 12/17/2022 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 22WA-3797: Devious Ethics: Dealing with Snakes in Suits (Webinar) (22WA-3797)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 12/14/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-4091: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (22WA-4091)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 12/27/2022 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3695: The Sub-Recipient Monitoring Toolkit: IAW Uniform Guidance effective Nov. 12, 2020 (Webinar) (22WA-3695)*Best practices of utilizing a sub-award agreement to limit financial exposure with sub-recipient.*Best practice of budgetary control over the financial operation of the subrecipient. Performance-based payments to facilitate improved financial monitoring over sub-recipients.*Risk-based monitoring.*Revision to the UG impacting sub-recipients and PTEs. |
| 12/5/2022 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3881: Build Your Personal Net Worth (Webinar) (22WA-3881)*Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth *Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
| 12/17/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3736: The Engagement Trifecta: Beat the Odds and Create a Winning Workplace Culture (Webinar) (22WA-3736)*The importance of finding commonalities amongst a diverse workforce*How to set intentions as you start your day and its affect on your work*The power of influence*Workplace behaviors that set the tone in your workplace*Strategies to close out your day and the impact going forward |
| 12/8/2022 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3841: Speaking for Impact (Webinar) (22WA-3841)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 12/17/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3707: The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room (Webinar) (22WA-3707)*Public speaking*Presentation Skills*Communication*Leadership |
| 12/6/2022 | 1 - 2:20 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 22WA-3795: Ethics for CPAs, the Pragmatic, Practical and Possible (Webinar) (22WA-3795)*Regulatory Ethics |
| 12/13/2022 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 22WA-4190: Tips & Tricks for Working Remotely (Webinar) (22WA-4190)*Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
| 12/30/2022 | 1 - 1:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4028: Exploring the Revised Procurement Standards (Webinar) (22WA-4028)*New and revised definitions*New cost principle*New prohibitions*New procurement preferences*New approach to determining the MPT and SAT based on risk and internal controls*Defining the "floor" for the monetary level for sole source procurements*The flexibility that no "one-size-fits-all" procurement standards |
| 12/23/2022 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-4206: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (22WA-4206)*Culture*Trust |
| 12/30/2022 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 22WA-4038: Was It Fraud or Just Poor Audit Quality? (Webinar) (22WA-4038)*Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest |
| 12/23/2022 | 1 - 2:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-3985: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (22WA-3985)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 12/21/2022 | 11 a.m. - 12:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 22WA-3782: Performance Auditing Made Easy (Webinar) (22WA-3782)*Performance audit standards*Performance audit types*Performance audit objectives |
| 12/13/2022 | 1 - 2:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-4142: Shortcuts to Success: Secret Techniques of Highly Effective People (Webinar) (22WA-4142)*What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*. Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you* The Magic of Motivation:*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people* Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy -- and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business |
| 12/28/2022 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 22WA-3960: Giving Feedback That Delivers Results (Webinar) (22WA-3960)*leadership*communication*performance |
| 12/21/2022 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4200: Exploring the Revised Procurement Standards (Webinar) (22WA-4200)*New and revised definitions*New cost principle*New prohibitions*New procurement preferences*New approach to determining the MPT and SAT based on risk and internal controls*Defining the "floor" for the monetary level for sole source procurements*The flexibility that no "one-size-fits-all" procurement standards |
| 12/30/2022 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-4202: The Engagement Trifecta: Beat the Odds and Create a Winning Workplace Culture (Webinar) (22WA-4202)*The importance of finding commonalities amongst a diverse workforce*How to set intentions as you start your day and its affect on your work*The power of influence*Workplace behaviors that set the tone in your workplace*Strategies to close out your day and the impact going forward |
| 12/30/2022 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3791: The Psychology of Fraud (Webinar) (22WA-3791)*Fraud |
| 12/13/2022 | 9 - 10:35 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 22WA-4162: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (22WA-4162)*Employee Retention*Employee Engagement*Leadership |
| 12/29/2022 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3993: The Single Audit from Beginning to End Update (Webinar) (22WA-3993)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 12/22/2022 | 10 a.m. - 6:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WA-4127: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (22WA-4127)*What does "Leaders Eat Last"mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 12/28/2022 | 12 - 1:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3987: The Sub-Recipient Monitoring Toolkit: IAW Uniform Guidance effective Nov. 12, 2020 (Webinar) (22WA-3987)*Best practices of utilizing a sub-award agreement to limit financial exposure with sub-recipient.*Best practice of budgetary control over the financial operation of the subrecipient. Performance-based payments to facilitate improved financial monitoring over sub-recipients.*Risk-based monitoring.*Revision to the UG impacting sub-recipients and PTEs. |
| 12/21/2022 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-4049: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (22WA-4049)*Communicate more powerfully with clients and other CPA's by understanding human behavior *How to judge if your communication is effective in motivating someone *How to get someone to really hear you and how to really hear what someone else is "not saying." *How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm *The 3 most important keys for getting someone to feel rapport with you *Why rapport is so important, and how to use it to profit in your work *How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use *How to persuade people without them knowing they are being persuaded *How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." *The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development *The art of getting more referrals and turning referrals into clients *Why great service is better for your business in the long run *How to know what's most important to your client or boss -- so you can focus on that |
| 12/23/2022 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4020: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (22WA-4020)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*.How to create trust and get people to like working with you*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
| 12/22/2022 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3696: Unleash your Employees' Creative Superpowers with Lessons from the Fearless (Webinar) (22WA-3696)*Innovation*Collaboration*Creativity*Disruption |
| 12/5/2022 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3821: Creating a Coaching Culture in Your Company (Webinar) (22WA-3821)*What is and is Not Coaching*Definition of Culture and a Coaching Culture*Historical and Current Views of Coaching*Coaching Competencies*Solution Focused Coaching Framework*Coaching Culture Framework*Coaching Results*Measuring Success of Coaching |
| 12/15/2022 | 9 - 11:55 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 22WA-3692: Setting Your Team Up for Success Through Servant Leadership (Webinar) (22WA-3692)*leadership development*servant leadership*communication skills*innovation*team building |
| 12/5/2022 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3729: Ethics in the Real World: Living Values for Today (Webinar) (22WA-3729)*Four root causes of unethical business behavior*Eight steps to create an ethical business environment*Establish a code of conduct and make it public *Hire and promote people with a well-grounded sense of personal ethics *Interpret your code for ordinary circumstances * Communicate expectations for employees to act in an ethical manner *Lead by example * Teach employees the basic tools of ethical decision making * Back your code with enforcement * Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
| 12/7/2022 | 8:30 - 10:20 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-4041: Ethics for CPAs, the Pragmatic, Practical and Possible (Webinar) (22WA-4041)*Regulatory Ethics |
| 12/23/2022 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 22WA-3852: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (22WA-3852)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 12/17/2022 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 22WA-3855: Preparing for a CFO Role (Webinar) (22WA-3855)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/17/2022 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4076: Financial Acumen for the HR Professional (Webinar) (22WA-4076)*Financial Statement Insight*Trend Analysis*Financial Benchmarks |
| 12/27/2022 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-3771: The Yellow Book: From Beginning to End (Webinar) (22WA-3771)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 12/12/2022 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WA-3799: Leadership Lies that are Sabotaging Your Results: A Preview of the full Effective LEADER-COACH (Webinar) (22WA-3799)*Leadership*Personal development*Communication*Interpersonal relationships*Coaching |
| 12/14/2022 | 1 - 2:15 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4050: Achieving Balance in Work and Life Part 2 (Webinar) (22WA-4050)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
| 12/23/2022 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3815: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (22WA-3815)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 12/15/2022 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3903: Unleash your Employees' Creative Superpowers with Lessons from the Fearless (Webinar) (22WA-3903)*Innovation*Collaboration*Creativity*Disruption |
| 12/19/2022 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3927: Accounting's Perfect Storm Update (Webinar) (22WA-3927)*The current status of Accounting's Perfect Storm*Business issues involving these changes*10 thoughts for the road |
| 12/20/2022 | 1 - 4:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 22WA-4035: Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (22WA-4035)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 12/23/2022 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3744: Getting Ahead: The Art of Marketing for CPAs (Webinar) (22WA-3744)*Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
| 12/9/2022 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3812: Balance Sheet Management: The Least Understood Risk (Webinar) (22WA-3812)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 12/14/2022 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WA-3849: Essential Skills for the Next 10 Years (Webinar) (22WA-3849)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/17/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3738: Simple EBITDA Improvements in Pursuit of M&A (Webinar) (22WA-3738)*Valuation Approaches specific to Auto Dealers*Typical Sources of EBITDA improvement*Current multiples*Blue Sky*The Value of Ancillary Services |
| 12/8/2022 | 8:30 - 9:30 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| 22WA-4085: Take Your PowerPoint From Mess to Success (Webinar) (22WA-4085)*Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
| 12/27/2022 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3848: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (22WA-3848)*Proposed Financial Performance Reporting changes to standard financial package. |
| 12/17/2022 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WA-3865: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (22WA-3865)*training development*employee development*online training education*virtual training |
| 12/17/2022 | 10 - 11:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-3718: Negotiation Strategy: What to do Before, During and After (Webinar) (22WA-3718)*negotiation |
| 12/6/2022 | 9 - 10:35 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 22WA-4032: CPA to Consultant (Webinar) (22WA-4032)*Identifying a consulting specialty*Building a practice and capturing value*Managing consulting projects*Building a referral network*Professional standards for consultants |
| 12/23/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4036: Dynamic Communication: Business and Workplace Communication Essentials (Webinar) (22WA-4036)*communication*written communication*verbal communication*decision making |
| 12/23/2022 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4072: OMB Update: Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standards and the De Minimis Rate (Webinar) (22WA-4072)*New and revised definitions*Clarification on the use of time periods*Emphasis on performance and outcomes*Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing*New cost principle*New prohibitions*New procurement preference and refocus on public policy objectives*Clarification on sub-recipients with no direct funding*Relaxing the rule for NICRA to De Minimis rate usage*The flexibility that no "one-size-fits-all" procurement standards |
| 12/24/2022 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3783: Cash Management: Day to Day Best Practices (Webinar) (22WA-3783)*Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
| 12/13/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 22WA-4004: Resolving Ethical Conflicts (Webinar) (22WA-4004)*Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
| 12/22/2022 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 22WA-3805: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (22WA-3805)*The Power of M.O.R.E.*Mastery - a dedication to life long learning*Open-mindedness - seeing new perspectives*Reconnection - through listening and communication*Environment - Building a safe one |
| 12/14/2022 | 2 - 3:20 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 22WA-3946: Ethics: A Line in the Sand. Implications for Daily Business (Webinar) (22WA-3946)*Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
| 12/20/2022 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 22WA-3856: Time & Effort Reporting for Federal Grants (Webinar) (22WA-3856)*Grant timekeeping*What the Assistant US Attorney General stated about problematic time reporting*Mandatory do's and don't's for nonprofit organizations*What expectations are not explained in the regulations*Useful timekeeping forms and controls |
| 12/17/2022 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-4163: Communicating with Generation Z in the Workplace (Webinar) (22WA-4163)*generational communication*generational management*generations*communication*leadership*management |
| 12/29/2022 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4037: Improving Ethical Decision Making (Webinar) (22WA-4037)*Ethics*HR Role in Ethics*Recruitment and screening processes |
| 12/23/2022 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | 1.2 Ethics |
| 22WA-4089: Live, Virtual and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (22WA-4089)*training*development*employee development*teaching*learning*virtual training |
| 12/27/2022 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3879: Top 10 Business Myths and How to Avoid Them (Webinar) (22WA-3879)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 12/17/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3810: The Engagement Trifecta: Beat the Odds and Create a Winning Workplace Culture (Webinar) (22WA-3810)*The importance of finding commonalities amongst a diverse workforce*How to set intentions as you start your day and its affect on your work*The power of influence*Workplace behaviors that set the tone in your workplace*Strategies to close out your day and the impact going forward |
| 12/14/2022 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3965: Become Rich Without Selling Your Soul (Webinar) (22WA-3965)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 12/21/2022 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 22WA-4122: Practical Strategic Planning for the HR Professional (Webinar) (22WA-4122)*Corporate Culture*Strategic Planning*Leadership*Staff Development |
| 12/27/2022 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-4121: Cash Management Skills: Strategies for Long-Term Success (Webinar) (22WA-4121)*Understand how much cash your organization will need*Where will you get cash?*Set cash management policy*Prevent cash management surprises |
| 12/27/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-4094: Networking Works: Build Relationships to Build Your Business (Webinar) (22WA-4094)*Communication*Relationship-building*Active listening*Public speaking |
| 12/27/2022 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-3980: A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (22WA-3980)*Feedback |
| 12/21/2022 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4064: Mergers & Acquisitions: Tricks, Traps & Terrors (Webinar) (22WA-4064)*Business Management*Organization |
| 12/24/2022 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 22WA-3886: Advanced Cost Accounting (Webinar) (22WA-3886)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 12/19/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3918: The Psychology of Fraud (Webinar) (22WA-3918)*Fraud |
| 12/19/2022 | 11 a.m. - 12:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 22WA-4179: Balance Sheet Management: The Least Understood Risk (Webinar) (22WA-4179)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 12/29/2022 | 6 - 9:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WA-4016: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1 (Webinar) (22WA-4016)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out -- even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/22/2022 | 6 - 10:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3697: COVID-19 and Workers Compensation What You Need to Know as it Pertains to the Construction Industry (Webinar) (22WA-3697)*Recordability, Experience Modification Rate (EMR), and Insurance Costs*Legal Considerations*Financial Considerations |
| 12/5/2022 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-3745: International Mobile/Wallet Payments & Taxation (Webinar) (22WA-3745)*Overview of Mobile payments apps in US and international*Global trends and market value for mobile payments*Example of mobile payment from USA to Kenya, Africa. Use of Wave send money to MPESA account (payroll or pay for services)*The accounting, auditing and tax challenges to the CPA |
| 12/9/2022 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-4053: Getting Ahead: The Art of Marketing for CPAs (Webinar) (22WA-4053)*Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
| 12/23/2022 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4018: Live, Virtual and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (22WA-4018)*training*development*employee development*teaching*learning*virtual training |
| 12/22/2022 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3916: Finding Balance During Change & Uncertainty: Staying Positive when Things Get Tough (Webinar) (22WA-3916)*Change management*Leadership |
| 12/19/2022 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 22WA-4188: Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous (Webinar) (22WA-4188)*Character Definition*Critical Character Attributes*Character Self-Awareness*Additional Character Identification Techniques*Trust Definitions*Waves of Trust*Four Cores of Trust*Toxic Trust and Antibiotics |
| 12/30/2022 | 11 a.m. - 1:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-3891: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (22WA-3891)*Communicate more powerfully with clients and other CPA's by understanding human behavior *How to judge if your communication is effective in motivating someone *How to get someone to really hear you and how to really hear what someone else is "not saying." *How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm *The 3 most important keys for getting someone to feel rapport with you *Why rapport is so important, and how to use it to profit in your work *How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use *How to persuade people without them knowing they are being persuaded *How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." *The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development *The art of getting more referrals and turning referrals into clients *Why great service is better for your business in the long run *How to know what's most important to your client or boss -- so you can focus on that |
| 12/19/2022 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3838: Preparing for a CFO Role (Webinar) (22WA-3838)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/16/2022 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4214: Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills (Webinar) (22WA-4214)*Professional/Technical to Business/Behavioral Leader Evolution*From Agricultural to Conceptual Age Right Brain Orientation*Emotional Intelligence Framework*Behavioral Self-Awareness and Self-Management*Socially Intelligent Leader/Social Awareness*Transformational Leadership |
| 12/31/2022 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4083: Time & Effort Reporting for Federal Grants (Webinar) (22WA-4083)*Grant timekeeping*What the Assistant US Attorney General stated about problematic time reporting*Mandatory do's and don't's for nonprofit organizations*What expectations are not explained in the regulations*Useful timekeeping forms and controls |
| 12/27/2022 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-3906: Leaders Eat Last: 50 Minute Lesson (Webinar) (22WA-3906)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 12/19/2022 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4137: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (22WA-4137)*The basic benefits of why*The 5-15 report*Curiosity and creativity |
| 12/28/2022 | 12 - 3:35 p.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 22WA-4173: Accounting's Perfect Storm Update (Webinar) (22WA-4173)*The current status of Accounting's Perfect Storm*Business issues involving these changes*10 thoughts for the road |
| 12/29/2022 | 6 - 9:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 22WA-3996: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (22WA-3996)*What does "Leaders Eat Last"mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 12/22/2022 | 5 - 6:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3746: Was It Fraud or Just Poor Audit Quality? (Webinar) (22WA-3746)*Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest |
| 12/9/2022 | 1 - 2:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-3875: Driving Performance with Metrics (Webinar) (22WA-3875)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 12/17/2022 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3722: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (22WA-3722)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*.How to create trust and get people to like working with you*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
| 12/6/2022 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4119: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (22WA-4119)*Proposed Financial Performance Reporting changes to standard financial package. |
| 12/27/2022 | 6 - 9:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WA-4155: Become Rich Without Selling Your Soul (Webinar) (22WA-4155)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 12/29/2022 | 1 - 4:30 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 22WA-3776: Leading & Inspiring Teams (Webinar) (22WA-3776)*Leadership Recognition*Total Rewards*Employee Engagement |
| 12/12/2022 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3693: Exploring the Revised Procurement Standards (Webinar) (22WA-3693)*New and revised definitions*New cost principle*New prohibitions*New procurement preferences*New approach to determining the MPT and SAT based on risk and internal controls*Defining the "floor" for the monetary level for sole source procurements*The flexibility that no "one-size-fits-all" procurement standards |
| 12/5/2022 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-4157: Shortcuts to Success: Secret Techniques of Highly Effective People (Webinar) (22WA-4157)*What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*. Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you* The Magic of Motivation:*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people* Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy -- and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business |
| 12/29/2022 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 22WA-3835: Leaders Eat Last: 50 Minute Lesson (Webinar) (22WA-3835)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 12/16/2022 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4074: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (22WA-4074)*New perspective on corporate governance;*ERM overview;*ERM-small business approach;*10 steps to take NOW! |
| 12/24/2022 | 9 a.m. - 12:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3765: Accounting's Perfect Storm Update (Webinar) (22WA-3765)*The current status of Accounting's Perfect Storm*Business issues involving these changes*10 thoughts for the road |
| 12/10/2022 | 9 a.m. - 12:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 22WA-4066: The Art of Conversation: A Relationship Approach to Networking (Webinar) (22WA-4066)*Networking*Relationship Management |
| 12/24/2022 | 12 - 2:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 22WA-3790: White Collar Crime: What Every CPA Should Know (Webinar) (22WA-3790)*Definitions of white collar crime*White collar crime characteristics*CPA role in combating white collar crime |
| 12/13/2022 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-4005: Cost and Pricing Models: Creating an Effective Tool (Webinar) (22WA-4005)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 12/22/2022 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3828: The Art of Conversation: A Relationship Approach to Networking (Webinar) (22WA-3828)*Networking*Relationship Management |
| 12/16/2022 | 2 - 4:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 22WA-3882: Up Your Influence: How To Get What You want (Webinar) (22WA-3882)*Persuasion*Influence |
| 12/17/2022 | 10 a.m. - 12:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-3867: Networking Works: Build Relationships to Build Your Business (Webinar) (22WA-3867)*Communication*Relationship-building*Active listening*Public speaking |
| 12/17/2022 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-4006: Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (22WA-4006)*Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
| 12/22/2022 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3818: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 2 (Webinar) (22WA-3818)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out -- even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/15/2022 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4136: Speaking for Impact (Webinar) (22WA-4136)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 12/28/2022 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4080: Tips & Tricks for Working Remotely (Webinar) (22WA-4080)*Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
| 12/27/2022 | 6 - 6:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3938: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (22WA-3938)*Employee Retention*Employee Engagement*Leadership |
| 12/20/2022 | 6 - 6:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4128: Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (22WA-4128)*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
| 12/28/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3902: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (22WA-3902)*Employee Retention*Employee Engagement*Leadership |
| 12/19/2022 | 11 - 11:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3893: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (22WA-3893)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*.How to create trust and get people to like working with you*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
| 12/19/2022 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 22WA-3809: Advanced Cost Accounting (Webinar) (22WA-3809)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 12/14/2022 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-4043: Budget Monitoring Under the Uniform Guidance (Webinar) (22WA-4043)*Preparing a grant or cooperative agreement budget*Monitoring tools such as budget versus actual*Integrating draws or invoices into budget monitoring |
| 12/23/2022 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-4201: Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (22WA-4201)*Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
| 12/30/2022 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4176: Ethics for CPAs, the Pragmatic, Practical and Possible (Webinar) (22WA-4176)*Regulatory Ethics |
| 12/29/2022 | 6 - 9:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 22WA-4118: Business Intelligence and Data Analytics (Webinar) (22WA-4118)*DA and BI relationship to accountant value*Current trends in BI and DA*The changing accountant roles: data analyst, data scientist and data storyteller*Obtaining datasets to compare and contrast with their organization's data*Robotic Process Automation (RPA)*BI tools |
| 12/27/2022 | 6 - 9:50 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| 22WA-3912: Dynamic Communication: Business and Workplace Communication Essentials (Webinar) (22WA-3912)*communication*written communication*verbal communication*decision making |
| 12/19/2022 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3983: Speaking for Impact (Webinar) (22WA-3983)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 12/21/2022 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3735: Recognize. Respond. Survive. Active Shooter Response Training (Webinar) (22WA-3735)*Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals |
| 12/8/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4196: OMB Update: Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standards and the De Minimis Rate (Webinar) (22WA-4196)*New and revised definitions*Clarification on the use of time periods*Emphasis on performance and outcomes*Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing*New cost principle*New prohibitions*New procurement preference and refocus on public policy objectives*Clarification on sub-recipients with no direct funding*Relaxing the rule for NICRA to De Minimis rate usage*The flexibility that no "one-size-fits-all" procurement standards |
| 12/30/2022 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3748: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (22WA-3748)*leadership*management*meetings*productivity |
| 12/9/2022 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4120: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (22WA-4120)*What does "Leaders Eat Last"mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 12/27/2022 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3789: Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (22WA-3789)*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
| 12/13/2022 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3769: The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (22WA-3769)*Conflicts |
| 12/12/2022 | 1 - 4:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3890: Why Can't We All Just Get Along? Understanding & Appreciating Our Differences (Webinar) (22WA-3890)*Emotional Intelligence*Communication*Teamwork |
| 12/19/2022 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3768: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (22WA-3768)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 12/12/2022 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3731: Essential Skills for the Next 10 Years (Webinar) (22WA-3731)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/7/2022 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3844: Getting Ahead: The Art of Marketing for CPAs (Webinar) (22WA-3844)*Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
| 12/17/2022 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 22WA-3895: Business Ethics: Cases from the Real World (Webinar) (22WA-3895)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 12/19/2022 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 22WA-4177: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 2 (Webinar) (22WA-4177)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out -- even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/29/2022 | 6 - 9:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4048: Let's Play the 90 Day Money Game! (Webinar) (22WA-4048)*Financial Stress assessment*Money Creation*Mindset*Limiting Beliefs*Resiliency*Skill & Talents Inventory*Success Teams*Money Breakthrough*Nourishing the seeds of opportunity*Environment Matters*Success Habits*EFT for Stress |
| 12/23/2022 | 12 - 3:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4186: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (22WA-4186)*Communicate more powerfully with clients and other CPA's by understanding human behavior *How to judge if your communication is effective in motivating someone *How to get someone to really hear you and how to really hear what someone else is "not saying." *How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm *The 3 most important keys for getting someone to feel rapport with you *Why rapport is so important, and how to use it to profit in your work *How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use *How to persuade people without them knowing they are being persuaded *How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." *The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development *The art of getting more referrals and turning referrals into clients *Why great service is better for your business in the long run *How to know what's most important to your client or boss -- so you can focus on that |
| 12/29/2022 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3824: The Competent Accountant: Mastering the Role of the Controller/ CFO (Webinar) (22WA-3824)*Business Management*Organization |
| 12/16/2022 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3945: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 2 (Webinar) (22WA-3945)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out -- even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/20/2022 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4029: Setting Your Team Up for Success Through Servant Leadership (Webinar) (22WA-4029)*leadership development*servant leadership*communication skills*innovation*team building |
| 12/23/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3943: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (22WA-3943)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 12/20/2022 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4161: Cash Management Essentials (Webinar) (22WA-4161)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/29/2022 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-3751: Achieving Balance in Work and Life Part 2 (Webinar) (22WA-3751)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
| 12/9/2022 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3936: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (22WA-3936)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 12/20/2022 | 5 - 6:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4172: Effective Leader Coach Foundations : A Course in Personal Leadership Development (Webinar) (22WA-4172)*Leadership*Personal development*Change Management*Emotional Intelligence*Trust*Feedback*Accountability*Communication*Interpersonal relationships*Coaching |
| 12/29/2022 | 6 - 9:30 p.m. | Online | 3.5 CPE (0 tech, 3.5 non-tech) | |
| 22WA-3757: Creating Rapid Rapport for Increased Business (Webinar) (22WA-3757)*How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*. The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes* Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means* What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
| 12/9/2022 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4131: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (22WA-4131)*Presence |
| 12/28/2022 | 12 - 2:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-3956: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (22WA-3956)*Emotional intelligence*Workplace culture*Employee trust |
| 12/21/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4149: Recognize. Respond. Survive. Active Shooter Response Training (Webinar) (22WA-4149)*Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals |
| 12/28/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3826: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (22WA-3826)*Culture*Trust |
| 12/16/2022 | 2 - 3:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 22WA-3691: Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills (Webinar) (22WA-3691)*Professional/Technical to Business/Behavioral Leader Evolution*From Agricultural to Conceptual Age Right Brain Orientation*Emotional Intelligence Framework*Behavioral Self-Awareness and Self-Management*Socially Intelligent Leader/Social Awareness*Transformational Leadership |
| 12/5/2022 | 1 - 2:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3756: Resolving Ethical Dilemmas: You Make the Call (Webinar) (22WA-3756)*Ethical frameworks*Threats and safeguards to objectivity and independence*Ethics rules for lawyers, investigators, journalists, medical researchers, engineers, and prosecutors*The Arthur Andersen case |
| 12/9/2022 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| 22WA-3978: Exploring the Revised Procurement Standards (Webinar) (22WA-3978)*New and revised definitions*New cost principle*New prohibitions*New procurement preferences*New approach to determining the MPT and SAT based on risk and internal controls*Defining the "floor" for the monetary level for sole source procurements*The flexibility that no "one-size-fits-all" procurement standards |
| 12/21/2022 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3787: Cost and Pricing Models: Creating an Effective Tool (Webinar) (22WA-3787)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 12/13/2022 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3972: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1 (Webinar) (22WA-3972)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out -- even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/21/2022 | 11 a.m. - 3:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4168: Power, Influence and Ethics (Webinar) (22WA-4168)*The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
| 12/29/2022 | 6 - 7:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-3850: Accounting's Perfect Storm Update (Webinar) (22WA-3850)*The current status of Accounting's Perfect Storm*Business issues involving these changes*10 thoughts for the road |
| 12/17/2022 | 1 - 4:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 22WA-4183: Pricing for Profitability: How Finance Can Save the Bottom Line (Webinar) (22WA-4183)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 12/29/2022 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-4044: Recognize. Respond. Survive. Active Shooter Response Training (Webinar) (22WA-4044)*Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals |
| 12/23/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4079: Recruit to Win (Webinar) (22WA-4079)*Talent Management*Recruitment |
| 12/27/2022 | 6 - 6:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3949: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (22WA-3949)*The integrated planning model*The strategic plan*Linkage with Performance Based Management*Tracking success*Real world examples |
| 12/20/2022 | 5 - 9:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| New 22WA-4052: Business Ethics: Cases from the Real World (Webinar) (22WA-4052)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 12/23/2022 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 22WA-3995: Financial Acumen for the HR Professional (Webinar) (22WA-3995)*Financial Statement Insight*Trend Analysis*Financial Benchmarks |
| 12/22/2022 | 5 - 6:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-3796: Let's Play the 90 Day Money Game! (Webinar) (22WA-3796)*Financial Stress assessment*Money Creation*Mindset*Limiting Beliefs*Resiliency*Skill & Talents Inventory*Success Teams*Money Breakthrough*Nourishing the seeds of opportunity*Environment Matters*Success Habits*EFT for Stress |
| 12/13/2022 | 9 a.m. - 12:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4013: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (22WA-4013)*New perspective on corporate governance;*ERM overview;*ERM-small business approach;*10 steps to take NOW! |
| 12/22/2022 | 6 - 9:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3942: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (22WA-3942)*What makes people really happy -- and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 12/20/2022 | 5 - 8:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3701: Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous (Webinar) (22WA-3701)*Character Definition*Critical Character Attributes*Character Self-Awareness*Additional Character Identification Techniques*Trust Definitions*Waves of Trust*Four Cores of Trust*Toxic Trust and Antibiotics |
| 12/5/2022 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-3967: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (22WA-3967)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 12/21/2022 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4138: Tips & Tricks for Working Remotely (Webinar) (22WA-4138)*Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
| 12/28/2022 | 3 - 3:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4114: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (22WA-4114)*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle |
| 12/27/2022 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4134: The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (22WA-4134)*Ethics*Leadership |
| 12/28/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-3703: OMB Update: Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standards and the De Minimis Rate (Webinar) (22WA-3703)*New and revised definitions*Clarification on the use of time periods*Emphasis on performance and outcomes*Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing*New cost principle*New prohibitions*New procurement preference and refocus on public policy objectives*Clarification on sub-recipients with no direct funding*Relaxing the rule for NICRA to De Minimis rate usage*The flexibility that no "one-size-fits-all" procurement standards |
| 12/5/2022 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3705: Introduction to Sustainability Accounting (Webinar) (22WA-3705)*History of Sustainability Accounting*Sustainability Metrics for Industry*Published Sustainability Standards*Roles of Accounting and Other Associations*Integrating Sustainability into Financial Reporting |
| 12/6/2022 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3971: Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous (Webinar) (22WA-3971)*Character Definition*Critical Character Attributes*Character Self-Awareness*Additional Character Identification Techniques*Trust Definitions*Waves of Trust*Four Cores of Trust*Toxic Trust and Antibiotics |
| 12/21/2022 | 1 - 3:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-3837: Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (22WA-3837)*Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
| 12/16/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4009: Become Rich Without Selling Your Soul (Webinar) (22WA-4009)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 12/22/2022 | 6 - 9:30 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 22WA-4150: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (22WA-4150)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 12/28/2022 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3935: Power, Influence and Ethics (Webinar) (22WA-3935)*The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
| 12/20/2022 | 5 - 6:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-4090: Why Can't We All Just Get Along? Understanding & Appreciating Our Differences (Webinar) (22WA-4090)*Emotional Intelligence*Communication*Teamwork |
| 12/27/2022 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3719: Cash Management Skills: Strategies for Long-Term Success (Webinar) (22WA-3719)*Understand how much cash your organization will need*Where will you get cash?*Set cash management policy*Prevent cash management surprises |
| 12/6/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3743: Understanding & Appreciating Our Differences: Optimizing Communication, Cooperation & Connection (Webinar) (22WA-3743)*Emotional Intelligence*Communication*Teamwork |
| 12/8/2022 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3884: Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (22WA-3884)*Change management*Leadership |
| 12/17/2022 | 11 a.m. - 12:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| 22WA-4069: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (22WA-4069)*Communicate more powerfully with clients and other CPA's by understanding human behavior *How to judge if your communication is effective in motivating someone *How to get someone to really hear you and how to really hear what someone else is "not saying." *How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm *The 3 most important keys for getting someone to feel rapport with you *Why rapport is so important, and how to use it to profit in your work *How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use *How to persuade people without them knowing they are being persuaded *How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." *The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development *The art of getting more referrals and turning referrals into clients *Why great service is better for your business in the long run *How to know what's most important to your client or boss -- so you can focus on that |
| 12/24/2022 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4130: Giving Feedback That Delivers Results (Webinar) (22WA-4130)*leadership*communication*performance |
| 12/28/2022 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4147: Ethics in the Real World: Living Values for Today (Webinar) (22WA-4147)*Four root causes of unethical business behavior*Eight steps to create an ethical business environment*Establish a code of conduct and make it public *Hire and promote people with a well-grounded sense of personal ethics *Interpret your code for ordinary circumstances * Communicate expectations for employees to act in an ethical manner *Lead by example * Teach employees the basic tools of ethical decision making * Back your code with enforcement * Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
| 12/28/2022 | 8:30 - 10:20 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-3947: Balance Sheet Management: The Least Understood Risk (Webinar) (22WA-3947)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 12/20/2022 | 5 - 8:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WA-3747: Top 10 Business Myths and How to Avoid Them (Webinar) (22WA-3747)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 12/9/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3802: Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (22WA-3802)*Change management*Leadership |
| 12/14/2022 | 1 - 2:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| 22WA-3807: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (22WA-3807)*What makes people really happy -- and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 12/14/2022 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3780: Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (22WA-3780)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 12/13/2022 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4061: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (22WA-4061)*Emotional intelligence*Workplace culture*Employee trust |
| 12/23/2022 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3968: Getting Ahead: The Art of Marketing for CPAs (Webinar) (22WA-3968)*Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
| 12/21/2022 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3773: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (22WA-3773)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 12/12/2022 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3766: Recruit to Win (Webinar) (22WA-3766)*Talent Management*Recruitment |
| 12/10/2022 | 12 - 12:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3784: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (22WA-3784)*Communicate more powerfully with clients and other CPA's by understanding human behavior *How to judge if your communication is effective in motivating someone *How to get someone to really hear you and how to really hear what someone else is "not saying." *How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm *The 3 most important keys for getting someone to feel rapport with you *Why rapport is so important, and how to use it to profit in your work *How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use *How to persuade people without them knowing they are being persuaded *How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." *The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development *The art of getting more referrals and turning referrals into clients *Why great service is better for your business in the long run *How to know what's most important to your client or boss -- so you can focus on that |
| 12/13/2022 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4187: Take Your PowerPoint From Mess to Success (Webinar) (22WA-4187)*Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
| 12/30/2022 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3704: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (22WA-3704)*Emotional intelligence*Workplace culture*Employee trust |
| 12/5/2022 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4088: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (22WA-4088)*Employee Retention*Employee Engagement*Leadership |
| 12/27/2022 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3957: Making Millennials Great...5 Pillars for Building the Next Generation (Webinar) (22WA-3957)*Leadership*Motivation*Employee Engagement |
| 12/21/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3909: Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (22WA-3909)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 12/19/2022 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4106: Top 10 Business Myths and How to Avoid Them (Webinar) (22WA-4106)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 12/27/2022 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4000: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (22WA-4000)*Presence |
| 12/22/2022 | 5 - 7:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-4010: Creating Rapid Rapport for Increased Business (Webinar) (22WA-4010)*How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*. The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes* Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means* What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
| 12/22/2022 | 6 - 9:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3976: Creating Rapid Rapport for Increased Business (Webinar) (22WA-3976)*How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*. The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes* Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means* What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
| 12/21/2022 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3950: Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (22WA-3950)*Change management*Leadership |
| 12/20/2022 | 9 - 10:35 a.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| 22WA-3958: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (22WA-3958)*leadership*management*meetings*productivity |
| 12/21/2022 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3699: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (22WA-3699)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 12/5/2022 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3877: Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills (Webinar) (22WA-3877)*Professional/Technical to Business/Behavioral Leader Evolution*From Agricultural to Conceptual Age Right Brain Orientation*Emotional Intelligence Framework*Behavioral Self-Awareness and Self-Management*Socially Intelligent Leader/Social Awareness*Transformational Leadership |
| 12/17/2022 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-4065: CPA to Consultant (Webinar) (22WA-4065)*Identifying a consulting specialty*Building a practice and capturing value*Managing consulting projects*Building a referral network*Professional standards for consultants |
| 12/24/2022 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3713: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (22WA-3713)*Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*.How to create trust and get people to like working with you*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use |
| 12/6/2022 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4108: Build Your Personal Net Worth (Webinar) (22WA-4108)*Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth *Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
| 12/27/2022 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3700: Budget Monitoring Under the Uniform Guidance (Webinar) (22WA-3700)*Preparing a grant or cooperative agreement budget*Monitoring tools such as budget versus actual*Integrating draws or invoices into budget monitoring |
| 12/5/2022 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-4204: Giving Feedback That Delivers Results (Webinar) (22WA-4204)*leadership*communication*performance |
| 12/30/2022 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4151: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (22WA-4151)*New perspective on corporate governance;*ERM overview;*ERM-small business approach;*10 steps to take NOW! |
| 12/28/2022 | 9 a.m. - 12:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3869: Performance Auditing Made Easy (Webinar) (22WA-3869)*Performance audit standards*Performance audit types*Performance audit objectives |
| 12/17/2022 | 10 - 11:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-4171: Collaborative Communications: Working with Diverse Styles (Webinar) (22WA-4171)*Communications |
| 12/29/2022 | 6 - 8:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-3859: The Engagement Trifecta: Beat the Odds and Create a Winning Workplace Culture (Webinar) (22WA-3859)*The importance of finding commonalities amongst a diverse workforce*How to set intentions as you start your day and its affect on your work*The power of influence*Workplace behaviors that set the tone in your workplace*Strategies to close out your day and the impact going forward |
| 12/17/2022 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3711: Accountant's Guide to Anti-Money Laundering (AML): People, Patterns and Prosecutions (Webinar) (22WA-3711)*Prevalence and Impact of Money Laundering*When CPAs Launder Money*Detection of Money Laundering, Part I*Banks and Financial Institutions*The Connection between Money Laundering and Fraud*Accountant's Duty to be Alert to Fraud and Money Laundering*Detection of Money Laundering, Part II*Other Organizations (Example: Casinos)*Detection of Money Laundering, Part III*Other Organizations (Example: Health Care / Health Insurance)*Summary and Conclusion |
| 12/6/2022 | 2:30 - 4:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 22WA-4212: Leading & Inspiring Teams (Webinar) (22WA-4212)*Leadership Recognition*Total Rewards*Employee Engagement |
| 12/31/2022 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3913: Improving Ethical Decision Making (Webinar) (22WA-3913)*Ethics*HR Role in Ethics*Recruitment and screening processes |
| 12/19/2022 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | 1.2 Ethics |
| 22WA-4007: Speaking for Impact (Webinar) (22WA-4007)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 12/22/2022 | 5 - 8:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4098: I want the TRUTH: Preparing to be an Expert Witness (Webinar) (22WA-4098)*Rules of civiland criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques |
| 12/27/2022 | 6 - 7:35 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-4145: Driving Performance with Metrics (Webinar) (22WA-4145)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 12/28/2022 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3930: Cash Management Essentials (Webinar) (22WA-3930)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/20/2022 | 5 - 6:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-3858: Take Your PowerPoint From Mess to Success (Webinar) (22WA-3858)*Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
| 12/17/2022 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3712: A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (22WA-3712)*Feedback |
| 12/6/2022 | 3 - 4:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3888: Cash Management: Day to Day Best Practices (Webinar) (22WA-3888)*Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
| 12/19/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3921: Recognize. Respond. Survive. Active Shooter Response Training (Webinar) (22WA-3921)*Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals |
| 12/19/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3727: Business Intelligence and Data Analytics (Webinar) (22WA-3727)*DA and BI relationship to accountant value*Current trends in BI and DA*The changing accountant roles: data analyst, data scientist and data storyteller*Obtaining datasets to compare and contrast with their organization's data*Robotic Process Automation (RPA)*BI tools |
| 12/7/2022 | 1 - 4:50 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| 22WA-3800: Effective Leader Coach Foundations : A Course in Personal Leadership Development (Webinar) (22WA-3800)*Leadership*Personal development*Change Management*Emotional Intelligence*Trust*Feedback*Accountability*Communication*Interpersonal relationships*Coaching |
| 12/14/2022 | 11 a.m. - 2:30 p.m. | Online | 3.5 CPE (0 tech, 3.5 non-tech) | |
| 22WA-3806: Understanding & Appreciating Our Differences: Optimizing Communication, Cooperation & Connection (Webinar) (22WA-3806)*Emotional Intelligence*Communication*Teamwork |
| 12/14/2022 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 22WA-4045: Advanced Cost Accounting (Webinar) (22WA-4045)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 12/23/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3854: Tips & Tricks for Working Remotely (Webinar) (22WA-3854)*Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
| 12/17/2022 | 10 - 10:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4215: White Collar Crime: What Every CPA Should Know (Webinar) (22WA-4215)*Definitions of white collar crime*White collar crime characteristics*CPA role in combating white collar crime |
| 12/31/2022 | 10 - 11:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WA-4097: Shaping your Organization's Ethical Foundation (Webinar) (22WA-4097)*Ethics*Organizational culture*Business Management and Employee and Labor Relations |
| 12/27/2022 | 6 - 7:30 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | 1.6 Ethics |
| 22WA-3924: Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (22WA-3924)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 12/20/2022 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4062: Cost and Pricing Models: Creating an Effective Tool (Webinar) (22WA-4062)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 12/24/2022 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-4116: The Competent Accountant: Mastering the Role of the Controller/ CFO (Webinar) (22WA-4116)*Business Management*Organization |
| 12/27/2022 | 6 - 9:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4019: Take Your PowerPoint From Mess to Success (Webinar) (22WA-4019)*Image-based slides*One idea per slide*Effectiveness of bullets*Effectiveness of slide titles*Slides vs. handouts |
| 12/22/2022 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3999: The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (22WA-3999)*Ethics*Leadership |
| 12/22/2022 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-3873: Negotiation Strategy: What to do Before, During and After (Webinar) (22WA-3873)*negotiation |
| 12/17/2022 | 10 - 11:35 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 22WA-4140: The Single Audit from Beginning to End Update (Webinar) (22WA-4140)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 12/28/2022 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WA-4046: Cash Management Skills: Strategies for Long-Term Success (Webinar) (22WA-4046)*Understand how much cash your organization will need*Where will you get cash?*Set cash management policy*Prevent cash management surprises |
| 12/23/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3948: Essential Skills for Financial Leaders Conference (Webinar) (22WA-3948)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/20/2022 | 5 - 9:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 22WA-4011: Achieving Balance in Work and Life Part 2 (Webinar) (22WA-4011)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
| 12/22/2022 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4027: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (22WA-4027)*Employee Retention*Employee Engagement*Leadership |
| 12/23/2022 | 1 - 1:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4082: Preparing for a CFO Role (Webinar) (22WA-4082)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/27/2022 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3941: Effective Leader Coach Foundations : A Course in Personal Leadership Development (Webinar) (22WA-3941)*Leadership*Personal development*Change Management*Emotional Intelligence*Trust*Feedback*Accountability*Communication*Interpersonal relationships*Coaching |
| 12/20/2022 | 5 - 8:30 p.m. | Online | 3.5 CPE (0 tech, 3.5 non-tech) | |
| 22WA-4146: How to Create an Incredible Employer Brand (Webinar) (22WA-4146)*Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
| 12/28/2022 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-3966: Achieving Balance in Work and Life Part 2 (Webinar) (22WA-3966)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts |
| 12/21/2022 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3732: Financial Acumen for the HR Professional (Webinar) (22WA-3732)*Financial Statement Insight*Trend Analysis*Financial Benchmarks |
| 12/7/2022 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-4104: Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills (Webinar) (22WA-4104)*Professional/Technical to Business/Behavioral Leader Evolution*From Agricultural to Conceptual Age Right Brain Orientation*Emotional Intelligence Framework*Behavioral Self-Awareness and Self-Management*Socially Intelligent Leader/Social Awareness*Transformational Leadership |
| 12/27/2022 | 6 - 7:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3991: Shortcuts to Success: Secret Techniques of Highly Effective People (Webinar) (22WA-3991)*What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*. Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you* The Magic of Motivation:*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people* Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy -- and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business |
| 12/22/2022 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 22WA-4205: Practical Strategic Planning for the HR Professional (Webinar) (22WA-4205)*Corporate Culture*Strategic Planning*Leadership*Staff Development |
| 12/30/2022 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| New 22WA-4170: Devious Ethics: Dealing with Snakes in Suits (Webinar) (22WA-4170)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 12/29/2022 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-3723: Cash Management Essentials (Webinar) (22WA-3723)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/7/2022 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-3833: Mergers & Acquisitions: Tricks, Traps & Terrors (Webinar) (22WA-3833)*Business Management*Organization |
| 12/16/2022 | 2 - 5:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3827: Cash Management Essentials (Webinar) (22WA-3827)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/16/2022 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WA-3829: Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous (Webinar) (22WA-3829)*Character Definition*Critical Character Attributes*Character Self-Awareness*Additional Character Identification Techniques*Trust Definitions*Waves of Trust*Four Cores of Trust*Toxic Trust and Antibiotics |
| 12/16/2022 | 2 - 4:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-4143: The Single Audit from Beginning to End Update (Webinar) (22WA-4143)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 12/28/2022 | 10 a.m. - 6:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WA-3885: Creating a Coaching Culture in Your Company (Webinar) (22WA-3885)*What is and is Not Coaching*Definition of Culture and a Coaching Culture*Historical and Current Views of Coaching*Coaching Competencies*Solution Focused Coaching Framework*Coaching Culture Framework*Coaching Results*Measuring Success of Coaching |
| 12/17/2022 | 10 a.m. - 12:55 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 22WA-4175: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (22WA-4175)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 12/29/2022 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4199: Mergers & Acquisitions: Tricks, Traps & Terrors (Webinar) (22WA-4199)*Business Management*Organization |
| 12/30/2022 | 11 a.m. - 2:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3764: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (22WA-3764)*Employee Retention*Employee Engagement*Leadership |
| 12/10/2022 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3994: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (22WA-3994)*New Hire Onboarding*Employee Separations*Employee Relations*Training & Development |
| 12/22/2022 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 22WA-3939: Devious Ethics: Dealing with Snakes in Suits (Webinar) (22WA-3939)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 12/20/2022 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WA-3901: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (22WA-3901)*Employee Retention*Employee Engagement*Leadership |
| 12/19/2022 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3934: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (22WA-3934)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 12/20/2022 | 5 - 6:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 22WA-4012: Accountant's Guide to Anti-Money Laundering (AML): People, Patterns and Prosecutions (Webinar) (22WA-4012)*Prevalence and Impact of Money Laundering*When CPAs Launder Money*Detection of Money Laundering, Part I*Banks and Financial Institutions*The Connection between Money Laundering and Fraud*Accountant's Duty to be Alert to Fraud and Money Laundering*Detection of Money Laundering, Part II*Other Organizations (Example: Casinos)*Detection of Money Laundering, Part III*Other Organizations (Example: Health Care / Health Insurance)*Summary and Conclusion |
| 12/22/2022 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 22WA-4103: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (22WA-4103)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 12/27/2022 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WA-3897: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (22WA-3897)*New Hire Onboarding*Employee Separations*Employee Relations*Training & Development |
| 12/19/2022 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3851: The Yellow Book: From Beginning to End (Webinar) (22WA-3851)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 12/17/2022 | 10 a.m. - 6:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WA-3963: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (22WA-3963)*The Power of M.O.R.E.*Mastery - a dedication to life long learning*Open-mindedness - seeing new perspectives*Reconnection - through listening and communication*Environment - Building a safe one |
| 12/21/2022 | 1 - 2:20 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 22WA-3847: Business Intelligence and Data Analytics (Webinar) (22WA-3847)*DA and BI relationship to accountant value*Current trends in BI and DA*The changing accountant roles: data analyst, data scientist and data storyteller*Obtaining datasets to compare and contrast with their organization's data*Robotic Process Automation (RPA)*BI tools |
| 12/17/2022 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| 22WA-3952: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (22WA-3952)*Proposed Financial Performance Reporting changes to standard financial package. |
| 12/20/2022 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WA-3889: The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room (Webinar) (22WA-3889)*Public speaking*Presentation Skills*Communication*Leadership |
| 12/19/2022 | 12 - 1:20 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 22WA-3940: Collaborative Communications: Working with Diverse Styles (Webinar) (22WA-3940)*Communications |
| 12/20/2022 | 5 - 7:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-3825: Practical Strategic Planning for the HR Professional (Webinar) (22WA-3825)*Corporate Culture*Strategic Planning*Leadership*Staff Development |
| 12/16/2022 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 22WA-3817: Strategic Career Management: Only You Have Sleepless Nights Over Your Career (Webinar) (22WA-3817)*Career Ownership*Career Planning*Personal Marketing Plan*Strategic Career Considerations*Opportunity Insights*Networking*Character |
| 12/15/2022 | 1 - 3:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 22WA-3813: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1 (Webinar) (22WA-3813)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out -- even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 12/15/2022 | 9 a.m. - 1:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-3899: The Yellow Book: From Beginning to End (Webinar) (22WA-3899)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 12/19/2022 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WA-4194: Tell Me A Story: Making Wisdom Stick! (Webinar) (22WA-4194)*The 3 elements of storytelling*3 real world examples*10 thoughts for the road |
| 12/30/2022 | 11 a.m. - 2:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 22WA-4193: Essential Skills for Financial Leaders Conference (Webinar) (22WA-4193)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/30/2022 | 10 a.m. - 2:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 22WA-3973: OMB Update: Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standards and the De Minimis Rate (Webinar) (22WA-3973)*New and revised definitions*Clarification on the use of time periods*Emphasis on performance and outcomes*Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing*New cost principle*New prohibitions*New procurement preference and refocus on public policy objectives*Clarification on sub-recipients with no direct funding*Relaxing the rule for NICRA to De Minimis rate usage*The flexibility that no "one-size-fits-all" procurement standards |
| 12/21/2022 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3969: Introduction to Sustainability Accounting (Webinar) (22WA-3969)*History of Sustainability Accounting*Sustainability Metrics for Industry*Published Sustainability Standards*Roles of Accounting and Other Associations*Integrating Sustainability into Financial Reporting |
| 12/21/2022 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WA-3716: Live, Virtual and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (22WA-3716)*training*development*employee development*teaching*learning*virtual training |
| 12/6/2022 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-3910: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (22WA-3910)*leadership*management*meetings*productivity |
| 12/19/2022 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WA-4174: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (22WA-4174)*What makes people really happy -- and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 12/29/2022 | 6 - 9:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WA-4191: Powerful Public Speaking: Communicate With Confidence (Webinar) (22WA-4191)*Communications |
| 12/30/2022 | 11 a.m. - 1:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
| 22WA-4057: Build Your Personal Net Worth (Webinar) (22WA-4057)*Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth *Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
| 12/23/2022 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 22WA-4129: Cost of Capital: What it is and How to Use it (Webinar) (22WA-4129)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 12/28/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 22CF-BIBR: MNCPA B&I Briefings Conference (Virtual) (22CF-BIBR) |
| 12/14/2022 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | 1 Ethics |
| 22SR-0004: Staff Training: Basic (In-person) (22SR-0004)*Role of new staff
*Audit objectives and major steps in the audit process
*Working paper techniques (cash)
*Analytical procedures
*Compilations and reviews
*Tax recognition and research
*Auditing and reviewing selected accounts
*Hands-on case study practice with real-life scenarios
*Common mistakes for new staff -- and how to avoid them
|
| 1/12/2023 | 8 a.m. - 4:30 p.m. | In-Person | 16 CPE (15 tech, 1 non-tech) | |
| 22SR-0038: Federal Tax Update: Individuals (Form 1040) (In-person) (22SR-0038)*Inflation Reduction Act
*Setting Every Community Up for Retirement Enhancement (SECURE) Act
*Coronavirus Aid, Relief and Economic Security (CARES) Act
*Tax Relief Act of 2020 and Taxpayer Certainty and Disaster Relief Act of 2020
*American Rescue Plan Act
*Individual income tax provisions of the Tax Cuts and Jobs Act (TCJA)
*Section 199A 20% qualified business income (QBI) deduction, Section 461(l) business loss limitations and Section 163(j) interest deduction limitations and depreciation
*Changes to income tax rates, kiddie tax, alternative minimum tax (AMT), personal exemptions, itemized deductions, child tax credit, net operating losses (NOLs), business loss limitations, interest deductions, accounting method changes and income exclusions
*Changes to Form 1040 and other related schedules and forms
*Issues related to various taxes, including income, capital gains, self-employment, AMT and net investment income tax
*Changes to depreciation, itemized deductions, adjustments to income, passive activities and tax credits |
| 12/13/2022 | 8:30 a.m. - 4:30 p.m. | In-Person | 16 CPE (16 tech, 0 non-tech) | |
| 22SR-0024: Tax Advisers Update (Livestream) (22SR-0024)*The latest information on the Inflation Reduction Act of 2022 and other late-breaking federal tax legislation
*Planning strategies tied to recent federal tax developments
*Accounting method opportunities for small-business taxpayers
*Evolving pass-through entity tax regimes
*Tax consequences from cryptocurrency transactions
*Real-world planning tips and illustrations |
| 1/10/2023 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22SR-ZD02: Surgent's Federal Tax Update (In-person) (22SR-ZD02)*Comprehensive coverage of the Inflation Reduction Act of 2022
*Timely coverage of other late-breaking tax legislation
*Schedules K-2 and K-3 reporting requirements and transitional filing relief
*Foreign tax credit considerations
*Form 7203 -- S Corporation shareholder stock and debt basis limitations
*Donor-advised funds
*Residency and domicile
*Selling a principal residence, including tax planning strategies
*The SECURE Act 2022 proposed regulations
*2022 changes to Section 163(j) and Section 174 research and experimental expenditures
*Independent contractor vs. employee conundrum -- Department of Labor final rule reinstated
*Virtual currency, including important tax considerations in light of increased IRS scrutiny
*State of the IRS -- plans to reduce the backlog of returns due to COVID-19
*Temporarily increased business meals deduction
*Section 162(m) executive compensation
*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 |
| 12/8/2022 | 8:30 a.m. - 4:30 p.m. | In-Person | 8 CPE (8 tech, 0 non-tech) | |
| 22SR-ZM02: Surgent's Federal Tax Update (In-person) (22SR-ZM02)*Comprehensive coverage of the Inflation Reduction Act of 2022
*Timely coverage of other late-breaking tax legislation
*Schedules K-2 and K-3 reporting requirements and transitional filing relief
*Foreign tax credit considerations
*Form 7203 -- S Corporation shareholder stock and debt basis limitations
*Donor-advised funds
*Residency and domicile
*Selling a principal residence, including tax planning strategies
*The SECURE Act 2022 proposed regulations
*2022 changes to Section 163(j) and Section 174 research and experimental expenditures
*Independent contractor vs. employee conundrum -- Department of Labor final rule reinstated
*Virtual currency, including important tax considerations in light of increased IRS scrutiny
*State of the IRS -- plans to reduce the backlog of returns due to COVID-19
*Temporarily increased business meals deduction
*Section 162(m) executive compensation
*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 |
| 12/6/2022 | 8:30 a.m. - 4:30 p.m. | In-Person | 8 CPE (8 tech, 0 non-tech) | |
| 22SR-0023: Tax Advisers Update (In-person) (22SR-0023)*The latest information on the Inflation Reduction Act of 2022 and other late-breaking federal tax legislation
*Planning strategies tied to recent federal tax developments
*Accounting method opportunities for small-business taxpayers
*Evolving pass-through entity tax regimes
*Tax consequences from cryptocurrency transactions
*Real-world planning tips and illustrations |
| 1/10/2023 | 8:30 a.m. - 4:30 p.m. | In-Person | 8 CPE (8 tech, 0 non-tech) | |
| 22SR-0037: Accounting and Auditing Update (Virtual) (22SR-0037)*Recently issued FASB accounting standards updates and PCC activity
*Leases -- Topic 842
*Impairment -- Topic 326
*Lessons learned from the adoption of Topic 606
*Other items on the FASB’s technical agenda
*Recently issued SASs and other AICPA and PCAOB 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 |
| 12/7/2022 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22SR-0041: Preparing Individual Tax Returns for New Staff and Paraprofessionals (In-person) (22SR-0041)*Coverage of the Inflation Reduction Act of 2022
*Preparation of various Form 1040 individual tax returns and schedules, complete with filled-in forms
*Taking initiative in difficult assignments
*Section 199A qualified business income -- calculation, limitations and examples
*Form 8867
*Dividends and interest -- ordinary, return of capital and capital gain distribution dividends
*Tax-exempt interest
*Security transactions -- Form 1099-B, Form 8949, Schedule D, mutual fund sales and related basis issues
*Self-employed person issues *Schedule C deductions, including depreciation
*Sale and exchange of property -- Form 4797, depreciation recapture and capital gains
*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 qualifies and what doesn't
*Interest deductions -- limitations and timing problems
*Retirement contributions, education credits and deductions *Tax computations -- the Kiddie Tax, AMT, regular tax and tax credits
*Form preparation problems and practice tips
*Impact of recent legislation and forms changes on Form 1040 |
| 1/18/2023 | 8:30 a.m. - 4:30 p.m. | In-Person | 8 CPE (8 tech, 0 non-tech) | |
| 22SR-0039: Reviewing Individual Tax Returns: What Are You Missing? (Virtual) (22SR-0039)*Form 1040
*Schedules A, B, C, D and E
*Form 4562
*Form 4797
*Pass-through K-1s
*Home office issues
*Hobby losses
*Rental property
*Hiring spouses
*Depreciation
*Section 179 issues
*Amortization |
| 1/17/2023 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22SR-0040: Reviewing Partnership Tax Returns: What Are You Missing? (Virtual) (22SR-0040)*Form 1065
*Schedules K and K-1
*Schedules M-1 and M-2
*Form 4562
*Form 4797
*Common issues with income, deductions K-1 reporting and more |
| 1/17/2023 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1025: K2's Advanced QuickBooks Tips and Techniques (Webinar) (22WC-1025)*QuickBooks |
| 12/22/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WC-1068: Form 1041 Advanced Workshop: Part 1 of 4 (Webinar) (22WC-1068)*The Need to Understand the Different Calculations Generated by the Multiple Authorities and Disciplines*Modeling to Minimize the Tax Cost to the Trust while Maintaining the Grantor's Intent*Deep Dive into IRC Secs. 67(e) , 67(g) & 642(h)*Overview of Passive Activity Rules as they Pertain to a Fiduciary Entity |
| 1/9/2023 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1013: Leases: Miscellaneous Topics (Webinar) (22WC-1013)*FASB ASC 842*Leases and All recently released updates to ASC 842*Leases |
| 12/20/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1101: Government OPEB Accounting and Financial Reporting (Webinar) (22WC-1101)*Accounting and Financial Reporting for Net OPEB Liability*GASB Statements:*No. 74, Financial Reporting for Post-employment Benefit Plans Other Than Pension Plans*No. 75, Accounting and Financial Reporting for Post-employment Benefits Other Than Pensions*No. 85, Omnibus 2017*No. 92, Omnibus 2020*Effect of the Measurement Date*Impact on Deferred Outflows of Resources and Deferred Inflows of Resources*Defined Benefit and Defined Contribution OPEB Plans*Actuarial Valuation of Total OPEB Liability*Generally Accepted Accounting Principles for government |
| 1/24/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1105: Tax Planning for Seniors (Webinar) (22WC-1105)*Income for seniors: earned and investment*Deductions: bunching, tracing, minimizing*Effect of income tax strategies on an estate plan |
| 1/25/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WC-0988: K2's 2022 Biggest Security and Privacy Concerns (Webinar) (22WC-0988)*Cybersecurity |
| 12/15/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0999: Statement of Cash Flows: Preparation and Analysis Workshop (Webinar) (22WC-0999)*Major provisions of GAAP Codification Topic No. 230*Statement classification issues*Reporting operating cash flows: Direct and indirect methods*Preparing the statement: Workpaper techniques*Useful cash flow ratios*Bankruptcy prediction using the statement of cash flows |
| 12/16/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1086: Small Business Stock Gains: Exclusion and Deferral Opportunities (Webinar) (22WC-1086)*IRC1202 - The benefit of the exclusion*IRC 1202 - The requirements that must be met*IRC 1202 - Limitation on the amount of the exclusion*Comparison of the IRC 1202 exclusion to making S Corporation election*IRC1045 - The benefit of the deferral*IRC 1045 - The requirements that must be met*The basics of Employee Stock Ownership Plans (ESOP)*IRC1042 - The benefit of the deferral*IRC 1042 - The requirements that must be met |
| 1/13/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0915: Making Better Financial Healthcare Decisions (Webinar) (22WC-0915)*The interrelationship of health, happiness, and financial well-being.*Tax planning for health care costs.*The failures and successes of the Affordable Care Act.*Medical insurance terminology, alternatives, and strategies for selecting the best option.*The pros and cons of health savings accounts.*Traditional long-term care insurance, hybrid strategies, or self-insure?*Medicare Parts A, B, C, and D and MediGap plans.*Incapacity, elder law, Medicaid, and choosing a long-term care facility.*Hospice and palliative care. |
| 12/5/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1106: Trusts as Retirement Plan Beneficiaries (Webinar) (22WC-1106)*What is the significance of the Retirement Plan Beneficiary?*Primary vs. Contingent Beneficiaries*Is a Trust a Designated Beneficiary?" Is it an "Eligible Designated Beneficiary?"*Why do people want to name a trust as the beneficiary?*Income Tax Aspects of Trusts as beneficiary*What happens when the trust beneficiary dies? |
| 1/25/2023 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0963: K2's Excel PivotTables for Accountants (Webinar) (22WC-0963)*PivotTable reports*Creating PivotTables*Import and link data*Consolidation PivotTables*PivotTables in enterprise-class organizations*Sorting, filtering, Excel's GETPIVOTDATA function and PivotCharts |
| 12/12/2022 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 22WC-0928: SSARS Practice Issues and Standards Update (Webinar) (22WC-0928)*Review of applicable SSARS standards, including standards updates*Review of AICPA professional ethics changes*In-depth discussion of non-attest services*Review of independence issues for SSARS services*Overview of SSARS #21 performance, documentation and other requirements*Detailed analysis of preparation vs. compilation engagements |
| 12/16/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0980: Financial Statement Risks: Fraud, Misstatements and Earnings Management (Webinar) (22WC-0980)*Financial reporting fraud*Financial reporting objective*Earnings management*Accounting standards*Financial reporting controls*FASB Concept Statements |
| 12/14/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1029: Data Visualization for Audits (Webinar) (22WC-1029)*Common data sets*How to visualize data sets and interpret results*How to replace manual audit procedures with technology |
| 12/23/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0939: Accounting Industry Update (Webinar) (22WC-0939)*FASB Technical Agenda and upcoming changes*ASUs*Implementation dates and methods*Audit quality initiatives*Changes to AICPA auditing standards; and PCAOB standards |
| 12/8/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0959: Steps to Stop External Fraud (Webinar) (22WC-0959)*Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators |
| 12/9/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1028: Social Security Basics and Strategies for Maximizing Benefits (Webinar) (22WC-1028)*Social Security planning, benefit calculation, and beneficiaries.*Recent changes to "file and suspend" and "restricted application" strategies.*Increasing benefits for self-employed individuals.*Planning for surviving spouses.*Integrating retirement plan distribution strategies with Social Security claiming strategies.*Coordinating drawing Social Security benefits with the start of Medicare benefits. |
| 12/22/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1027: Lease Accounting for Lessees Under ASC 842 (Webinar) (22WC-1027)*Summary of key changes from ASC 840 to 8422*Technical requirements of ASC 842*Impact on lessees*Impact of COVID*Disclosure requirements |
| 12/22/2022 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WC-1047: Effective Workpaper Techniques: Building a Better Workpaper (Webinar) (22WC-1047)*Leveraging Excel*Effective workpapers: form, function, appearance and content*Paperless concepts*Workpapers for industry, audit and tax accountants*Legal consequences of workpaper content*Attestation standards documentation*Peer review or PCAOB review documentation |
| 12/29/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WC-0953: Designing a Work Program for Your Financial Planning Practice (Webinar) (22WC-0953)*Cash Flow Management and Budgeting Planning for Insurance Investing Income Tax Education Retirement and Estate |
| 12/9/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WC-0945: Business Writing Series: Writing and Revising for Maximum Impact (Webinar) (22WC-0945)*Business writing*Practice development*Editing*Coaching others to write well |
| 12/8/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WC-1048: Federal Tax Update: Comprehensive Business Tax: Forms 1065, 1120S and 1120 (Webinar) (22WC-1048)*Review of recent federal legislation and administrative rulings.*Review of recent modifications to tax forms.*Review of small business tax law and administrative update changes.*Review of retirement plan changes.*Overall review of tax practice and procedures. |
| 12/29/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1104: Partnership Taxation: Comprehensive: Form 1065 (Webinar) (22WC-1104)*Special allocations*Targeted allocations*Proper calculation of outside and inside tax basis*Tax consequences of distributions*Impact of "hot assets" on distributions*Transfer of partnership interests*Issuance of partnership interests to service partners |
| 1/25/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1111: Reporting Bond Premiums on Taxable and Tax-Exempt Securities (Webinar) (22WC-1111)*History of current 1099 reporting of fixed income securities*Elections versus required reporting*Examples using actual 1099 forms |
| 1/26/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1120: Entity Choice: Federal Tax Consideration of Sale of Business (Webinar) (22WC-1120)*Basics of the federal taxation of partnerships, S Corporations, corporations not making the S election*Federal tax consequences of asset sales for partnerships or sole proprietorships*Federal tax consequences of asset sales for partnerships or sole proprietorships*Federal tax consequences of asset sales for corporations not making the S election*Federal tax consequences of asset sales for corporations making the S election*Asset sales "" comparison of federal income tax based on entity chosen*Federal tax consequences of sales of partnership interests*Federal tax consequences of stock sales for corporations not making the S election*Federal tax consequences of stock sales for corporations making the S election*Sales of ownership interests "" comparison of federal income tax based on entity chosen*Section 754 elections*Sections 338, 338(h)(10) and 336(e) elections*Acquisitive reorganizations "" the basics |
| 2/2/2023 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 22WC-1074: Staff Tax Training Individual: Advanced (Webinar) (22WC-1074)*Taxation of investments*Reporting of business income and losses from pass-through entities including loss limitations*Non-income taxes that impact individual income tax returns*Retirement contributions and planning*Alternative Minimum Tax*Social Security taxation*Charitable contribution planning with limitations |
| 1/10/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0958: Preparing Form 706: The Federal Estate Tax Return (Webinar) (22WC-0958)*Filing requirements, new forms and IRS return review procedures*Estate tax return terminology*Action steps upon receipt of the engagement to prepare Form 706*Obtaining transcripts of the decedent's gift tax reporting history*New procedures with closing letters*Introduction to each schedule and page on the return*When to use or eschew simplified reporting while making DSUEA elections*Integration of income tax basis consistency rules with the Form 706*QTIP elections with otherwise bypass/credit-shelter trusts*Identify common practitioner errors arising with over-stated marital deductions and how to correctly report the taxable estate*Practice forms to attach to the estate tax return*Marital deduction elections*GST treatment on Schedule R and its integration with the marital deduction reporting on Schedule M*2022: New rulings and deadline for obtaining copies of prior estate tax returns while they remain available from the IRS*Practice tips for penalty avoidance*Reporting elections: Sec. 6166, QTIP, reverse QTIP, QDOT, alternate value and Sec. 2032A |
| 12/9/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1055: K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (22WC-1055)*Internal control fundamentals*Common small business control deficiencies*Fraud schemes in small business*Common deficiencies in small business accounting systems*General controls in small businesses*Technology |
| 12/29/2022 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1081: Advanced Planning With Trusts (Webinar) (22WC-1081)*Trust obstacles and pitfalls*Revoking irrevocable trusts*Trust protectors*Estate planning through trusts*Special needs and Medi-Cal/Medicare planning*Tax planning with trusts*DINGs, NINGs, IDGTs*Asset protection through domestic and foreign trusts |
| 1/13/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0957: K2's Top PDF Features You Should Know (Webinar) (22WC-0957)*PDF documents*PDF forms*Markup and edit*Securing PDF documents*Converting PDF documents to Word and Excel files |
| 12/9/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WC-0922: International Taxation (Webinar) (22WC-0922)*Income tax treaties*Residence tests*Effectively connected income*FDAP and FIRPTA withholding*Avoiding transfer taxation of foreign investors*Pre-immigration tax planning |
| 12/6/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1092: Partnership and LLC Taxation: Advanced Issues (Webinar) (22WC-1092)*Partnership and LLC tax rules*Partnership basics*Formation traps*Partnership distributions*Allocation of income and target capital accounts*Transactions between partners and the partnership*Transfers of partnership interest*Partners' basis adjustments*Partnership termination*Partnership examinations and centralized partnership audit regime*Anti-abuse partnership regulations |
| 1/19/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0978: Private Foundations and Form 990-PF Basics (Webinar) (22WC-0978)*Private foundation excise taxes, generally*Form 990-PF, including mandatory e-filing requirements*The fair market value of the foundation's assets*Income distribution requirements*Self-dealing and transactions with disqualified persons*Foreign grant-making and grant-making to private foundations and non-charitable entities in the US*Excess business holdings*Program-related investments*Unrelated business income tax |
| 12/13/2022 | 10 a.m. - 1:10 p.m. | Online | 3.5 CPE (3.5 tech, 0 non-tech) | |
| 22WC-1066: Buying and Selling Corporate Businesses: Using Installment Obligations (Webinar) (22WC-1066)*Discussion of the law relevant to deferring gain using the installment method (IRC 453 and 453B(h))*Description and analysis of the installment sale of the stock of both an S Corporation and a C Corporation*The use of an installment obligation related to the sale of the assets of both an S Corporation and a C Corporation including consideration of when to liquidate the corporation*Evaluation of the tax consequences of a note with a contingent amount*Tax planning opportunities and strategies |
| 1/6/2023 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WC-1002: Control Methods and Types for Technology (Webinar) (22WC-1002)*What must be protected and driven related to technology for business*Aligning business strategies and goals with technology implementations*Reviewing the control system to verify that it is addressing the latest technological updates undertaken by the organization |
| 12/19/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1072: Avoiding Tax Malpractice: Overview (Webinar) (22WC-1072)*Technical definitions of tax malpractice.*Risk management techniques: quality control procedures and maintaining professional competence.*Aggressive tax strategies.*"War stories" dealing with tax-related claims against CPAs.*Insurance carrier experiences.*Substantive tax areas: tax-deferred exchanges, built-in gains, alternative minimum tax and overlooked tax elections. |
| 1/10/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1015: Accountancy Laws, Ethics, Taxes and Financial Reporting Review: Ethics (Webinar) (22WC-1015)*AICPA Code of Professional Conduct*Fair positions in tax returns*Ethical issues in tax practice*Fairness in financial reporting*Integrity and materiality judgments*Ethics involving related party, pro forma results and accounting change disclosures |
| 12/21/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 22WC-1008: Today's Divorce Concerns and the Financial, Retirement, Tax and Valuation Issues and Obligations That Accompany The Process (Webinar) (22WC-1008)*Divorce *Pre and post-nuptial concerns and its effect on financial planning, valuation, retirement and income tax issues |
| 12/19/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1058: How Technology Controls Should Be Developed and Implemented (Webinar) (22WC-1058)*Considerations for the maintenance of an internal control system*The types of policies and procedures organizations should utilize*Reviewing and testing control measures*Updating controls and implementing control changes |
| 12/22/2022 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0961: Deferred Income Taxes: A Practical Approach (Webinar) (22WC-0961)*Sample Schedule M calculations*Sample work papers for deferred tax computations*Comprehensive two-year example and computations*Review and analysis of recurring temporary differences*Identification of the sources to compute "cumulative temporary differences"*Sample workpapers for analysis of tax positions |
| 12/12/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1012: Fraud: What Are the Client's Expectations and Are We Meeting Them? (Webinar) (22WC-1012)*Fraud and its impact on our Clients |
| 12/20/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0951: Audit Standards Update: Clarifying Risk Assessment (Webinar) (22WC-0951)*Assessing the risk of material misstatement*Mandatory risk assessment procedures*Evaluating internal controls*Responding to risk assessment with appropriate audit procedures*Complying with revised and expanded documentation requirements |
| 12/9/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1010: Accounting Update: A Practical Workshop (Webinar) (22WC-1010)*New rules in the accounting arena |
| 12/20/2022 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0927: Prospective Planning With Retirement Plans (Webinar) (22WC-0927)*An objective look at retirement plan selection*Pros and cons of different plan types |
| 12/5/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1083: Federal Income Taxation of Cannabis Businesses (Webinar) (22WC-1083)*Income taxability*Restrictions on expense deductibility*Application of capitalization rules*Ethical and non-tax legal constraints |
| 1/13/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1000: Time Management for CPAs (Webinar) (22WC-1000)*Building an effective time management framework*Three-time factors-time wasters, time savers and time management techniques*Managing "oneself" to improve the management of time |
| 12/16/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WC-1026: K2's Mastering Advanced Excel Functions (Webinar) (22WC-1026)*Excel formula best practices*SUMIFS, SWITCH and STOCKHISTORY*The XLOOKUP function*Dynamic Arrays*AGGREGATE and SUBTOTAL functions*FORECAST.ETS and FORECAST function |
| 12/22/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WC-0981: Fundamentals of Inbound U.S. Rules of International Taxation (Webinar) (22WC-0981)*Withholding on dividends, interest, rents, royalties, and compensation*Withholding rules on foreign investment in U.S. Real Estate*163(j) and Base Erosion Anti-abuse Tax restrictions on repatriation*Foreign Persons with a U.S. Trade or Business*Taking advantage of tax treaties*Tax-Advantaged Transfer Pricing*IRS Audit Tools for Foreign-Owned Corporations |
| 12/14/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1005: Living Trust Administration Workshop (Webinar) (22WC-1005)*Delaware Tax Trap for step-up in basis*Effect of possible changes in exemption and elimination of step-up in basis*Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust*Preparation of trust accountings*Estate tax return requirements and opportunities*Tax issues related to funding*Use of the administrative trust*Dealing with "stale" trusts*Disclaimers in post-mortem planning*Trust memoranda and allocation agreements*Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs |
| 12/19/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1113: S Corporations: Conversions (Webinar) (22WC-1113)*Reasons to terminate an S Corporation election*Involuntary terminations*Voluntary revocations the process and the consequences*Tax planning opportunities related to the termination of S Corporation status*Complications arising from a mid-year termination*Limitations on re-electing S Corporation status*Making the S Corporation election how and why*Built-in gain planning |
| 1/27/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1011: Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact (Webinar) (22WC-1011)*Modeling cash flow and capacity*Adaptive Capacity Model*Segall's Law |
| 12/20/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1114: S Corporations: Distributions, Stock Basis and Loss Limitations (Webinar) (22WC-1114)*Details of the stock basis adjustments when an S election is effective*Rules that characterize distributions to S Corporation shareholders either as potential stock basis reductions or dividend income*Definition of "accumulated adjustment account" (AAA)*Special rule when there is a "net negative adjustment"*The rule limiting losses to stock and shareholder loans to the corporation*The tax complications related to using shareholder loans to the corporation to deduct losses*The basis adjustment ordering rules when there are losses and distribution in the same taxable year*Tax planning opportunities and strategies |
| 1/27/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1006: Multistate Nexus Requirements (Webinar) (22WC-1006)*Internet transactions that create nexus*Income Tax Nexus requirements*Nexus for flow-through entities and their owners*Planning for the nexus audit. |
| 12/19/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1007: Tax Considerations in Buying and Selling a Business (Webinar) (22WC-1007)*Taxable asset sales, sale of stock of the corporation and stock redemptions*Comparison of tax consequences of C Corporation, S Corporation and partnerships*Tax treatment of transaction costs of acquired intangibles, IRC 197*Seller consulting and employment agreements*Installment sales*Employee stock ownership plan*Tax-deferred acquisitive corporate reorganizations*Net operating losses and tax credits of acquired corporate business*Sec. 1202; Stock Section 1244; the basics of stock Section 754 elections; and Sec. 338 and 338(h)(10) elections |
| 12/19/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1019: K2's Advanced Excel (Webinar) (22WC-1019)*Secure sensitive information*Advanced features: dynamic data ranges, structured reference formulas, and Data Models*Import and link data external sources*Advanced functions*Data Tables, Subtotals, Slicers, Filters and PivotTables*Create, manipulate and customize charts |
| 12/21/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 22WC-0984: Business Writing Series: Planning and Organizing Your Writing (Webinar) (22WC-0984)*Business writing*Planning writing projects*Project management |
| 12/15/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WC-0921: Family Law Cash Flow and Business Valuation (Webinar) (22WC-0921)*Family Law*Cash Flow*Business Valuations |
| 12/6/2022 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0905: Communications Skills Training for the CPA (Webinar) (22WC-0905)*Becoming a stronger communicator*The communication process*Improving oral and written communications*"Empathy, ego and needs," personality types and their influence on communications*Case studies to summarize the webinar concepts |
| 12/5/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WC-1088: Avoiding Tax Malpractice: Importance of Engagement Letters (Webinar) (22WC-1088)*Engagement letter parties*Critical engagement letter provisions*Do and don'ts of engagement letters*"War stories" dealing with tax-related claims against CPAs - engagement letter aspects and failings*Insurance carrier experiences. |
| 1/17/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1021: OCBOA Case Studies (Webinar) (22WC-1021)*Income tax-basis financial statement presentations*Cash and modified-cash financial statement presentations*Innovative and EBITDA type reports*OCBOA engagements*AICPA Financial Reporting Framework for Small- and Medium-Sized Entities |
| 12/21/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0982: Staff Tax Training Individual: Beginning (Webinar) (22WC-0982)*Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return.*Identify and be able to implement basic individual income tax planning ideas for clients.*Familiarity with several source documents utilized in the preparation of an individual income tax return.*Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future. |
| 12/14/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1103: Financial Investments and Debt Issuance for Industry (Webinar) (22WC-1103)The program focus is across companies' financial control functions, with a stronger emphasis on the following:*Investments in equity securities*Investments in debt securities*Financial instrument impairment*Accounting for debt*Allocation of debt issuance costs*Troubled debt restructuring |
| 1/25/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0942: Accounting Industry Update: Revenue Recognition and Lease Accounting (Webinar) (22WC-0942)*Refresher on Accounting Standards Update (ASC) 606*Case Studies on ASC 606*An overview of ASC 842*Making the transition from 840 to 842 |
| 12/8/2022 | 2 - 3:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| New 22WC-0935: Not-for-Profit Organizations: Tax Receipts for Donations (Webinar) (22WC-0935)*Tax compliance*Donor relations |
| 12/15/2022 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WC-0955: Investments Planning in this Unprecedented Time: Is it time to abandon traditional policies and go in a different direction? (Webinar) (22WC-0955)*Understanding, and assessing risk and return, investment vehicles, and designing an asset allocation portfolio in today's environment for different stages of life |
| 12/9/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0929: Tax-Exempt Organization and Form 990 Basics (Webinar) (22WC-0929)*Tax-exemption and the many types of tax-exempt organizations*Private foundation versus public charity*Form 990, Form 990-EZ, Form 990-N, Form 1023, and Form 1024*Intermediate sanctions, private inurement and private benefit*Public support*Unrelated business income tax, including Final Treasury Regulations*Special rules, for advertising, bingo and trade shows*Update on recent developments |
| 12/6/2022 | 10 a.m. - 1:10 p.m. | Online | 3.5 CPE (3.5 tech, 0 non-tech) | |
| 22WC-1110: Passive Activity Losses (PAL): Comprehensive (Webinar) (22WC-1110)*Historical review of tax shelters and the government's reaction over two decades.*Overview of the four loss limitation rules and how the PAL rules interact with the other limitations.*Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury*Regulations with a review of several recent court decisions that interpret this regulation.*How PALs can be utilized by an individual taxpayer.*How the activity grouping rules work including planning considerations on how to make the determination.*Review of the "active" real estate rental loss provision.*Determine how to qualify as a real estate professional and the ramifications that this status has on the ability of an individual to utilize losses.*Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules.*Discuss how the PAL rules impact tax credits.*Learn how the PAL rules impact other key tax provisions.*Discuss tax elections and planning techniques associated withPALs. |
| 1/18/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1124: Tackling Turnover: Key Reasons Your Staff are Leaving and What To Do About It (Webinar) (22WC-1124)*Practice Management |
| 3/23/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WC-0975: Leases: Lessee - Topic 842-20 (Webinar) (22WC-0975)*FASB ASC 842*Leases and All recently released updates to ASC 842*Leases |
| 12/13/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0936: Partnership Taxation: Comprehensive: Form 1065 (Webinar) (22WC-0936)*Special allocations*Targeted allocations*Proper calculation of outside and inside tax basis*Tax consequences of distributions*Impact of "hot assets" on distributions*Transfer of partnership interests*Issuance of partnership interests to service partners |
| 12/8/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0937: Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (22WC-0937)*Preparation, Compilations and Reviews |
| 12/19/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1003: Creating and Installing Technology Measures (Webinar) (22WC-1003)*Developing a technology "Controller"*Reducing failed technology control implementations *Methods and resources to aid as technology controls are created and implemented or updated |
| 12/19/2022 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WC-0979: Accounting: Entering Payroll Data with Journal Entries (Webinar) (22WC-0979)*Payroll accounting |
| 12/14/2022 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WC-1073: Basic Concepts of Governmental Accounting, Financial Reporting and Auditing (Webinar) (22WC-1073)*Governmental environment: cities, counties, special districts and other agencies*Fund accounting*Budgeting*GASB 34 accounting and financial reporting*Measurement focus and basis of accounting*Auditing of governments: risk assessment and evaluation of internal controls*AICPA Auditing Standards*Generally Accepted Accounting Principles for government*GASB Pension and OPEB Standards including the "Implicit Rate Subsidy"*Update GASB's Exposure Draft on Financial Reporting Model Improvements |
| 1/10/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1056: Debt Related Tax Issues (Webinar) (22WC-1056)*Cancellation of indebtedness income*Classification and tax treatment of recognized gains and losses from cancellation of debt*Calculation of taxable income from foreclosure*Short sales of real estate, including personal residences, rental properties, and commercial properties*COD income recognition exceptions for lost deductions and contributions to capital*COD income exclusions*Information reporting forms: Form 1099-C and Form 1099-A |
| 12/27/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1049: Financial Accounting Standards: Leasing Now and Future (Webinar) (22WC-1049)*Current lease accounting under ASC 840*Common errors in lease accounting*Future lease accounting model under ASC 842*Impact of COVID on lease accounting |
| 12/29/2022 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WC-0977: Nonprofit A&A Series: Session 3 - Fraud in the Nonprofit Environment (Webinar) (22WC-0977)*Prevalence of fraud in nonprofit organizations*Misappropriation and strategies for prevention*Misuse of government funds: how to identify and impact on revenue recognition*Cyber-related fraud targeting nonprofit organizations |
| 12/13/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1032: Understanding Apportionment for a Multistate Business (Webinar) (22WC-1032)*Apportionment Formulas*Sourcing Rules for service income and income from intangibles.*Throwback and throwout and when they apply.*Apportionment applied to flow-through entities and sole proprietorships. Learn about Alternative Apportionment |
| 12/23/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1037: Financial Accounting Standards: Financial Instruments and Fair Value (Webinar) (22WC-1037)*Investments*Consolidation*CECL*Derivatives*Fair Value |
| 12/29/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1034: Ethical Leadership: Being the Leader You Wish You Had (Webinar) (22WC-1034)*The skills of effective leaders*Understanding the moral compass and how to determine when it was set and why that is important*Different ethical philosophies and the effects of each on actions of its followers*Creating an environment that embraces diversity and encourages ethical behavior*Factors affecting human behavior and the making of ethical decisions*The social responsibility of business |
| 12/28/2022 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 22WC-0992: Asset Tracing (Webinar) (22WC-0992)*Tracing of Bank and Brokerage Accounts*Business Ownership Interest*Business Income*Investments*Real Property*Retirement Accounts*Cryptocurrency |
| 12/16/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0994: Practical Guidance: Form 709 (Webinar) (22WC-0994)*This course will review a sample gift tax return in which most forms of gifts and their reporting are illustrated*Restored exclusion amount reporting*Adequate disclosure requirements and how to comply*Dissecting Schedule A: the cornerstone to accurate reporting of gifts and the foundation for correct GST reporting*Credit for gift taxes paid*Gift splitting*Use by the surviving spouse of deceased spousal exclusion amount (DSUEA) from a pre-deceased spouse*Reporting of the termination of estate tax inclusion periods (ETIPS) and changes recently made to Form 709 for that purpose*Summary of the significance of affirmative GST exemption elections (elect in or elect out) with indirect skips*Responding to your questions |
| 12/16/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0968: SSARS Codification: Preparation, Compilation and Review of Financial Information (Webinar) (22WC-0968)*SSARS Codification requirements*SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information*Review of financial statements*Highlights of SSARS 25 Materiality in a Review of Financial Statements and Adverse Conclusions |
| 12/12/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1031: K2's Excel Essentials for Staff Accountants (Webinar) (22WC-1031)*Best practices creating workbooks*PivotTables and PivotCharts*VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT and TRIM*Primary advantages of working with Tables*Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection and Flash Fill*Date-oriented data in Excel |
| 12/23/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New 22WC-0930: Advanced Issues: The Art of the Estate Tax Return (Webinar) (22WC-0930)*DSUEA -- Deceased Spousal Unused Exclusion Amount (portability elections)*Receive and review sample estate tax returns for portability elections*Topics you want to discuss -- your instructor enjoys receiving questions from attendees during class*Impact of recent developments on the preparation of Form 706*Death of the first spouse with formula marital deduction elections*Death of the unmarried person with extensive estate tax return schedules completed*Maximizing fractional interest discounts*Strategic choices with estate tax versus income tax planning when preparing Form 706 including changes under the 2017 Tax Act*Recommended actions for pre-filing review to determine prior and unreported lifetime gifts by the decedent*Working with and selecting appraisers*Understanding the impact of gift tax returns and lifetime gifts on estate tax liability and available Form 706 elections*Reducing discounts on the death of the first spouse*Effective planning and return preparation with FLPs and family LLCs*Honing marital deduction reporting*Reporting reverse QTIP elections and GST exemption allocations on Form 706*Protective and perfected refund claims*Requirements with Form 8971 for basis reporting consistency*Sample letter to request a transcript of the decedent's lifetime Form 709 filing history |
| 12/7/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1052: Financial Accounting Standards: Taxes Accounting and Disclosure (Webinar) (22WC-1052)*Income Tax Accounting*Income taxes disclosures |
| 12/29/2022 | 12:40 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 22WC-1123: Managing a Hybrid Workforce (Webinar) (22WC-1123)*Leadership Development Management |
| 3/21/2023 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 22WC-0976: Materiality and Ethics (Webinar) (22WC-0976)*AICPA Code of Professional Conduct*Materiality*Preparations*Compilations*Reviews |
| 12/13/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 22WC-1024: GAAP Update (Webinar) (22WC-1024)*Business combinations and consolidations*Intangibles*Reporting comprehensive income*Derivatives and hedging*Fair value*Lease accounting*Accounting for financial instruments |
| 12/22/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0971: Accounting and Auditing for the Construction Industry (Webinar) (22WC-0971)*Illustrative computations for revenue recognition*Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry.*Application of "risk-based" audit model to contractors*The "Lookback" analysis and the contractor's estimating reliability*Practical approach to auditing contracts completed and in progress*Numerous computations and alternative approaches |
| 12/13/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0941: Accounting Industry Update: FASB Agenda and COVID Risks and Not-for-Profit Accounting Changes (Webinar) (22WC-0941)*Key Accounting Standards Update (ASU) Adoption Dates*FASB Agenda*PCC Activity & Standards*COVID Impacts*ASU 2018-08*ASU 2019-06*ASU 2019-03*ASU 2020-07 |
| 12/8/2022 | 10 - 11:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WC-1030: K2's Excel Essentials for Staff Accountants (Webinar) (22WC-1030)*Best practices creating workbooks*PivotTables and PivotCharts*VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT and TRIM*Primary advantages of working with Tables*Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection and Flash Fill*Date-oriented data in Excel |
| 12/23/2022 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 22WC-0925: Leases: Is it a Lease? - Topic 842-10 (Webinar) (22WC-0925)*FASB ASC 842*All recently released updates to ASC 842*Leases |
| 12/5/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0940: Accounting Industry Update: Changes in Assets and Liabilities Standards (Webinar) (22WC-0940)*Cloud Computing*Goodwill and Intangibles*Cryptocurrency*Taxes*Debt |
| 12/8/2022 | 11:15 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WC-0998: State and Federal Ethics Considerations (Webinar) (22WC-0998)*Federal and state standards of tax practice*Return preparer registration (state and federal)*State and federal penalties that apply to tax practice*Conflicts of interests related to flow-through entities*Ethics issues related to operating a virtual tax practice*Application of taxpayer privileges in tax practice*Understand Due Diligence. |
| 12/16/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 22WC-0989: K2's Advanced QuickBooks Tips and Techniques (Webinar) (22WC-0989)*QuickBooks |
| 12/15/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WC-1059: K2's Emerging Technologies for Accountants, Including Blockchain and Cryptocurrencies (Webinar) (22WC-1059)*Blockchain*Artificial Intelligence*Cryptocurrency*Big Data*Machine Learning |
| 12/28/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1115: S Corporations: Allocation of Results (Webinar) (22WC-1115)*The general approach to the allocation of S Corporation tax results to the shareholders*Separately stated and non-separately stated items determination and consequences*Allocation complications and related tax consequences when the stock of the S Corporation is sold*Special allocation rules when new stock is issued or outstanding stock is redeemed*Allocation of taxable income when the S Corporation election is terminated mid-year*Tax compliance responsibilities related to a mid-year termination of the S Corporation status |
| 1/30/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0949: S Corporation Taxation: Comprehensive - Form 1120S (Webinar) (22WC-0949)*Discuss all new legislative, administrative, and judicial changes affecting S Corporation and shareholders.*Learn how to qualify and to make the S Corporation election.*Learn the qualifications for S Corporation stock ownership.*Understand how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained.*Understand the four loss limitation rules applied on the shareholder's individual income tax return (I.e., basis, at-risk, passive, and excess business loss limitations).*Understand the proper tax treatment and reporting of a distribution from the S Corporation to a shareholder.*Learn how to calculate the three S Corporation taxes.*Learn how to calculate AAA and OAA account for an S Corporation.*Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S Corporation. |
| 12/8/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0960: Tax Research Skills (Webinar) (22WC-0960)*Primary and secondary sources of authority*Research methodologies*Online and electronic tax research services*Evaluating and communicating tax research results |
| 12/9/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1069: Form 1041 Advanced Workshop: Part 2 of 4 (Webinar) (22WC-1069)*Calculating DNI & the Distribution Deduction*Determining Types of Distributions and Whether a Distribution "Carries Out" DNI*In-Kind Distributions & the Impact on the Distribution Deduction*Depreciation and the Distribution of In-Kind Property*Distributions that Result in "Kenan Gain"*Funding a Pecuniary Bequest with Depreciated Property*IRC Sec. 643(e)*The Separate Share Rule*Understanding IRC Sec. 199A as it Pertains to Fiduciary Entities |
| 1/9/2023 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0923: K2's Microsoft Office 365: All the Things You Need to Know (Webinar) (22WC-0923)*Securing Office 365 implementations*Office 365 apps*SharePoint Online*Office 365 apps to communicate |
| 12/14/2022 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 22WC-1127: New Manager Series: Balancing Leadership and Likeability (Webinar) (22WC-1127)*Leadership Development. |
| 4/23/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WC-1067: Buying and Selling S Corporations: Tax Planning Opportunities (Webinar) (22WC-1067)*Making the S-election.*"Qualified business income" deduction (IRC 199A)*Built-in gain tax, including planning ideas*Net excess passive income tax and planning*Liquidation of S Corps, including special rules related to installment obligations*Suspended loss rules, including tax planning opportunities*Sect. 338(h)(10) and Sect. 336(e) elections*Qualified subchapter S subsidiary election (QSUB)*Special rules for net operating losses and tax credit carryforwards*ESOPs*Consequences of and tax planning for termination of S Corporation elections*Redemption of S Corporation stock, including planning opportunities*Basics of acquisitive reorganizations as applied to S Corporations |
| 1/9/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WC-1082: Critical Tax Procedural Issues for CPAs (Webinar) (22WC-1082)*Key compliance procedures concerning return preparation of original and amended returns*Understanding key procedures about IRS examination*Understanding key relief provisions for oversight, errors and later discovered facts or information |
| 1/13/2023 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1107: Best Practices for Tax Income and Expense Recognition (Webinar) (22WC-1107)*Cash receipts and disbursements method of accounting, including history*Cash method limitations, including tax shelters per IRC Sec. 448(d)(3), 461(I)(3) and 1256(e)(3)*Cash method by small businesses, including Revenue Procedures 2001-10 and 2002-28 NAICS codes*Accrual of income and expenses, including history*Economic Performance and Recurring Item Exception, IRC Sec. 461(h)*Deferral of Certain Advance Payments (Revenue Procedure 2004-34)*Changes made to the above by the 2018 Tax Cuts and Jobs Act |
| 1/26/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1093: Retirement Distributions: Planning Options (Webinar) (22WC-1093)*Roth IRA: The right choice?*Income tax treatment of distributions from qualified plans of all types.*Relief for late rollovers and disaster victims.*Strategies for distributions before age 59.5.*Laws, regulations and IRS rulings concerning plan distributions.*Avoiding the 50 percent penalty on deficient distributions.*Integration of estate planning with distribution decisions.*Beneficiary choices - eligible?*Self-directed IRA investment problems. |
| 1/19/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1033: Estate Planning: A Comprehensive Overview (Webinar) (22WC-1033)*Intestate succession and probate proceedings*Holding title to assets*Lifetime asset transfers and testamentary asset transfers planning*Structures to avoid or minimize transfer taxes*Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, using trust protectors |
| 12/28/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1077: New Businesses: Advising Clients on Related Tax Issues (Webinar) (22WC-1077)*The types of business entities recognized by the Internal Revenue Code*The limited liability company (LLC) and applying the check-the-box regulations*Advantages and disadvantages of the various entity types*Tax-free incorporation under IRC Section 351 and what can turn the formation into a taxable event*Tax-free formation of a partnership under Section 721 and the special related problems found in Section 704(c) with regard to any unrecognized gain/loss*Business types qualified for Section 1202 treatment as a C Corporation and the benefits conferred on such entities |
| 1/11/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1071: Taxation of the Construction Contractor (Webinar) (22WC-1071)*Walkthrough of accounting methods and relevant elections under IRC 460*Illustrative examples and analysis*Review of pertinent cases and revenue rulings*Update of other IRS activity including recent Tax Reform |
| 1/23/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0931: Control System Implementation and Ongoing Upkeep (Webinar) (22WC-0931)*Considerations for the maintenance of an internal control system*The types of policies and procedures organizations should utilize*Reviewing and testing control measures*Updating controls and implementing control changes |
| 12/14/2022 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1121: Entity Choice: Tax Considerations of Making Profits Available to Owners (Webinar) (22WC-1121)*Basics of the taxation of partnerships, S Corporations, corporations not making the S election.*Tax consequences of tax-deductible payments to owners of partnerships and corporations*Tax consequences of making distributions to the owners of partnerships and corporations*The accumulated earnings tax*Entity choice comparison of current tax costs if most profits are accumulated |
| 2/2/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0964: K2's Excel PivotTables for Accountants (Webinar) (22WC-0964)*PivotTable reports*Creating PivotTables*Import and link data*Consolidation PivotTables*PivotTables in enterprise-class organizations*Sorting, filtering, Excel's GETPIVOTDATA function and PivotCharts |
| 12/12/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 22WC-0974: K2's Paperless Office (Webinar) (22WC-0974)*Document Management, Records Management and Business Process Management*Return on Investment*Records Retention Policy*Successful document management initiative*Electronic File Cabinet and Document Management*Hardware and software requirements*Data backup, disaster recovery and business continuity |
| 12/13/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1017: How to Review Financial Statements: A Practical Workshop (Webinar) (22WC-1017)*Review of financial statements*Financial statement case studies |
| 12/21/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0919: CPA Firm Ethics: Practice Workshop (Webinar) (22WC-0919)*Understanding the AICPA Code of Professional Conduct*Understanding Ethics Requirements for CPA Firms |
| 12/15/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 22WC-1084: Form 1041 Advanced Workshop: Part 3 of 4 (Webinar) (22WC-1084)*Basic Fiduciary Accounting Problem*Problem Example with Reserve for Depreciation*Problem Example with Separate Accounting for Business Assets*Problem Example with Separate Accounting for Business Assets with Reserve*Fiduciary Accounting for Distributions from Entities |
| 1/13/2023 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1062: Pass-Through Owners' Basis and Distribution Rules: Comprehensive - Forms 1065 and 1120S (Webinar) (22WC-1062)*Understand the four loss limitation rules applied on the owner's individual income tax return (I.e., basis, at-risk, passive, and excess business loss limitations).*Determine how to calculate an owners' initial tax basis of his pass-through entity*Learn how to correctly make annual adjustments to a pass-through owners' tax basis.*Discover how cash or non-cash distributions from a pass-through entity affect the basis calculations and whether they are taxable to the owners.*Compare the tax treatment of the sale of a shareholder's stock in an S Corporation and a partner's interest in a partnership.*Learn what constitutes a debt basis for an S Corp shareholder.*Learn the tax ramifications of repaying loans to S Corp shareholders.*Learn how recourse and non-recourse debt is allocated to a partner and learn how this allocation affects a partner or member's basis calculations and amount at-risk.*Learn how to interpret a Schedule K-1 for items related to the calculation of basis. |
| 1/4/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0932: Fraud Stories Series 2: December (Webinar) (22WC-0932)*Fraud*Internal Controls*Auditing*Ethical Issues*Advanced Accounting Issues*Risk Management. |
| 12/22/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0990: Staff Tax Training Individual: Advanced (Webinar) (22WC-0990)*Taxation of investments*Reporting of business income and losses from pass-through entities including loss limitations*Non-income taxes that impact individual income tax returns*Retirement contributions and planning*Alternative Minimum Tax*Social Security taxation*Charitable contribution planning with limitations |
| 12/15/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0914: How Fraud Can Affect Smaller Organizations (Webinar) (22WC-0914)*The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses |
| 12/5/2022 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1042: Pricing on Purpose: The Eight Steps to Implementing Value Pricing (Webinar) (22WC-1042)*First and second law of pricing and how they influence your pricing decisions*How the anchoring and framing effects influence pricing*What and how people buy*Handling price objections*Proper project management*Facilitating a pricing after action review*Importance of price psychology and emotions*Why your firm should offer a value guarantee*How hourly billing is a suboptimal pricing strategy |
| 12/28/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 22WC-1064: Buying and Selling Corporate Businesses: Stock Sales (Webinar) (22WC-1064)*Stock sale vs asset sale*S Corp versus C Corporation*Sale of Qualified Small Business Stock (IRC 1202 and 1045)*"Survival" of net operating losses and tax credit carryforwards*Planning regarding S Corporation suspended losses*Section 338, 338(h)(10) or 336(e) elections*Qualified Subchapter S Subsidiary Election ( QSUB election)*S Corp election termination planning*Stock redemptions related to a stock sale |
| 1/5/2023 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1053: Internal and External Fraud: Understanding It and Working to Control It (Webinar) (22WC-1053)*Understanding why internal fraud occurs*Fraudulent acts initiated from outside organizations*Policies, procedures and control measures designed to fight fraud*Steps that verify anti-fraud activities are working |
| 12/29/2022 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1014: Nonprofit A&A Series: Session 4 - Revenue Recognition (Webinar) (22WC-1014)*Pledges and contributions*Restrictions and conditions*Special concerns with governmental funding*Donated goods and services*Special events*Revenues earned through sales and services to customers |
| 12/20/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 22WC-0956: K2's Artificial Intelligence for Accounting and Financial Professionals (Webinar) (22WC-0956)*Artificial Intelligence |
| 12/9/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0946: Financial Statement Analysis for Managers (Webinar) (22WC-0946)*Value of DuPont analysis*Pros/cons of ratio analysis*Cash flow analysis*Operating leverage vs. financial leverage*Effective financial performance measures*Open balance sheet |
| 12/8/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1094: S Corporations: QSUB Elections (Webinar) (22WC-1094)*Requirements that must be satisfied to make the QSUB election.*How to make the QSUB election.*Immediate tax consequences of the election, "deemed liquidation."*Potential complications of "deemed IRC 332 liquidation."*Situations where the QSUBelection could be desirable.*Situations where the QSUB election could be undesirable.*Longer-term consequences of the decision to elect or not elect.*Terminations of QSUB election |
| 1/20/2023 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WC-0943: Accounting Industry Update: Stock Compensation Updates and Financial Instruments (Webinar) (22WC-0943)*An overview of stock compensation*New Accounting Standards Updates (ASU's)*Long duration insurance*Hedging*Fair Value (FV) Disclosures*Reference rate reform |
| 12/8/2022 | 12:15 - 1:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WC-0916: New Businesses: Advising Clients on Related Tax Issues (Webinar) (22WC-0916)*The types of business entities recognized by the Internal Revenue Code*The limited liability company (LLC) and applying the check-the-box regulations*Advantages and disadvantages of the various entity types*Tax-free incorporation under IRC Section 351 and what can turn the formation into a taxable event*Tax-free formation of a partnership under Section 721 and the special related problems found in Section 704(c) with regard to any unrecognized gain/loss*Business types qualified for Section 1202 treatment as a C Corporation and the benefits conferred on such entities |
| 12/5/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1051: Financial Accounting Standards: Revenue Recognition (Webinar) (22WC-1051)*Revenue standards under ASC 606*Five-step framework*Required disclosures |
| 12/29/2022 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WC-0983: The Portable Exclusion, Marital Deduction, Survivor's and Bypass Trusts (Webinar) (22WC-0983)*The interplay of the estate, gift, generation-skipping, and income taxes.*Portable exclusion.*Marital deduction planning: rules for and reasons to use Survivor's and QTIP trusts.*"B" (Bypass) trusts.*"A" (Survivor's)/"C" (QTIP) trusts planning.*The new IRC Sec. 6035 reporting basis to the beneficiaries legislation and when the Form 8971 must be submitted.*What planners should tell their wealthy clients after the issuance of the Clawback Regulations. |
| 12/14/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1018: K2's Advanced Excel (Webinar) (22WC-1018)*Secure sensitive information*Advanced features: dynamic data ranges, structured reference formulas, and Data Models*Import and link data external sources*Advanced functions*Data Tables, Subtotals, Slicers, Filters and PivotTables*Create, manipulate and customize charts |
| 12/21/2022 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 22WC-1057: Federal Tax Update: Comprehensive Individual Tax: Form 1040 (Webinar) (22WC-1057)*Review of recent federal legislation and administrative rulings.*Review of recent modifications to tax forms.*Review of small business tax law and administrative update changes.*Review of retirement plan changes.*Overall review of tax practice and procedures. |
| 12/5/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1116: S Corporations: Built-in Gain Tax (Webinar) (22WC-1116)*Identification of facts that could cause the imposition of the built-in gain tax*The calculation of the tax on "net recognized built-in gain" during the "recognition period"*The meaning of "current mandatory double tax"*The aggregate limitation based on "net unrealized built-in gain"*The limitation based on the "gain" that existed at conversion*The importance of valuation analysis at conversion*The taxable income limitation*Using existing corporate net operating losses and tax credits*Tax planning ideas and strategies to minimize or avoid the tax on the built-in gain |
| 1/30/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1040: Financial Accounting Standards: Stock Based Compensation (Webinar) (22WC-1040)*Common types of stock compensation*Accounting for stock compensation*Valuing stock-based compensation |
| 12/28/2022 | 4:25 - 5:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WC-1080: Top 10 Things Financial Planners Need to Know About Estate Planning (Webinar) (22WC-1080)*Exemptions and exclusions*Portability and step-up in basis*Asset valuation*Discounts*Marital and charitable deductions*Deductions: Transmission expenses and Administration expenses (706 or 1041)*Income in respect of a decedent and retirement plan assets*Life insurance and annuities*Trust or estate administration*Trust funding |
| 1/12/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0985: Closely Held Business Owner Financial Planning Opportunities (Webinar) (22WC-0985)Personal Financial Planning issues surrounding closely held business owners including...*Insurance Planning*Investment Planning*Business Succession Planning*Income Tax Planning*Practice Management and Marketing*Retirement Planning*Executive Compensation*Estate Planning |
| 12/15/2022 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0995: Retirement Penalties and Rollover Issues (Webinar) (22WC-0995)*History of the 60-day Rule and Recent Developments*Rulings and self-certification*Exceptions to the ten percent penalty*What the IRS knows: Forms 1099R and 5498*Form 5329 use and strategies |
| 12/16/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1098: State and Federal Ethics Considerations (Webinar) (22WC-1098)*Federal and state standards of tax practice*Return preparer registration (state and federal)*State and federal penalties that apply to tax practice*Conflicts of interests related to flow-through entities*Ethics issues related to operating a virtual tax practice*Application of taxpayer privileges in tax practice*Understand Due Diligence. |
| 1/23/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 22WC-0950: Tax Practitioner's Guide to Accounting and Reporting Issues (Webinar) (22WC-0950)*SSARS review*FASB Update*SPF -- measurement and reporting issues*Preparation, compilation and review engagements*Selected litigation issues and cases |
| 12/8/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0962: Federal Tax Update: Comprehensive Individual Tax: Form 1040 (Webinar) (22WC-0962)*Review of recent federal legislation and administrative rulings.*Review of recent modifications to tax forms.*Review of small business tax law and administrative update changes.*Review of retirement plan changes.*Overall review of tax practice and procedures. |
| 12/12/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0965: Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior (Webinar) (22WC-0965)*How parents decide to divide their wealth.*Is population growth a blessing or a curse?*Does the government deficit and the trade deficit hurt or help the economy?*Why do laundries charge less for men's shirts than for women's?*Do companies really plan obsolescence?*Why are shopping carts getting bigger?*Why is movie theater popcorn so expensive?*Should there be a free market in human organs? |
| 12/12/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1118: International Taxation (Webinar) (22WC-1118)*Income tax treaties*Residence tests*Effectively connected income*FDAP and FIRPTA withholding*Avoiding transfer taxation of foreign investors*Pre-immigration tax planning |
| 1/31/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1100: Federal Tax Update: Comprehensive Business Tax: Forms 1065, 1120S and 1120 (Webinar) (22WC-1100)*Review of recent federal legislation and administrative rulings.*Review of recent modifications to tax forms.*Review of small business tax law and administrative update changes.*Review of retirement plan changes.*Overall review of tax practice and procedures. |
| 1/24/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1097: Asset Protection (Webinar) (22WC-1097)*Planning aspects*Legal theories*Protecting assets*Planning before and after lawsuits*Using business entities, including domestic and foreign corporations, LLCs and LPs*Planning for married couples and community property*Picking correct entities and jurisdictions*Domestic and foreign asset protection trusts |
| 1/23/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0952: Best Practices for Tax Income and Expense Recognition (Webinar) (22WC-0952)*Cash receipts and disbursements method of accounting, including history*Cash method limitations, including tax shelters per IRC Sec. 448(d)(3), 461(I)(3) and 1256(e)(3)*Cash method by small businesses, including Revenue Procedures 2001-10 and 2002-28 NAICS codes*Accrual of income and expenses, including history*Economic Performance and Recurring Item Exception, IRC Sec. 461(h)*Deferral of Certain Advance Payments (Revenue Procedure 2004-34)*Changes made to the above by the 2018 Tax Cuts and Jobs Act |
| 12/9/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1009: 101 Tax Planning Ideas (Webinar) (22WC-1009)*Planning opportunities in the tax formula*Different types of planning*Frequently-used planning techniques*Qualitative and quantitative considerations*The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning*Looking to the past, present, and future as we plan |
| 12/20/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1087: Working With the Internal Revenue Manual (Webinar) (22WC-1087)*Internal Manual*IRS Examination Processes and Investigative Techniques*IRS Appeals Processes*IRS Collection Processes and Procedures*Special Topics |
| 1/13/2023 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1085: Form 1041 Advanced Workshop: Part 4 of 4 (Webinar) (22WC-1085)*Tax and Accounting for Total Return Trusts*The Inclusion of Capital Gains in DNI*A Review of the Expansive Nature of Trust Administration*The Use of an Administrative Trust I & its Advantages*The Successor Trustee of an Administrative Trust and whether is Simple or Complex?*Making the Sec. 645 Election & the Advantages*Choosing a Fiscal Year for the Administrative Trust*Understanding the Duration of the Sec. 645 Election |
| 1/13/2023 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1089: S Corporations: Tax Planning Ideas and Strategies (Webinar) (22WC-1089)*Overview of the taxation of corporations and shareholder including making the S Corporation election*The decision to elect S Corporation status -- factors to consider*Explanation and analysis of the application of the "qualified business income deduction (IRC 199A)*Self-employment tax and S Corporations*Distribution tax planning*Planning to minimize the impact of loss limitations*Tax planning for years with both distributions and losses*Termination Planning*Tax planning regarding the transfer of appreciated assets to an S Corporation*Buying and selling S Corporations -- tax planning ideas*Tax considerations of using the QSUB, Section 338(h)(10), or 336(e) elections*Tax Issues to consider at the death of S Corporation shareholder*Stock redemptions as a tax planning tool*Accommodating a "non-qualified" investor*Trusts and tax-exempt exempt shareholders*The second class of stock risks*S Corporation election compared to Section 1202 stock incentive |
| 1/17/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1065: Persuasive Writing (Webinar) (22WC-1065)*Persuasive writing*Business writing*Practice development*Marketing |
| 1/5/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WC-0970: A New Way to Look at Financial Reporting (Webinar) (22WC-0970)*Reformatted financial statements overview*Status of accounting's perfect storm*Four cases |
| 12/13/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1035: Financial Accounting Standards: A Comprehensive Review (Webinar) (22WC-1035)*Application of professional judgment*Codification, GAAP and the GAAP hierarchy*Recent changes in financial statement presentation*Hot Topics in financial reporting & accounting |
| 12/28/2022 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| 22WC-1063: Buying and Selling Corporate Businesses: Asset Sales (Webinar) (22WC-1063)*Stock sale vs. asset sale: tax and non-tax differences.*Compensating the selling shareholders for services performed.*Covenants not to compete.*Personal goodwill.*Built-in gain planning for S Corporations*Installment sales.*Allocation of the purchase price among the assets. |
| 1/5/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0934: Fundamentals of Outbound U.S. Rules of International Taxation (Webinar) (22WC-0934)*The U.S. Taxing Jurisdiction*Sourcing Rules*Foreign Tax Credits*Subpart F*Global-Intangible Low-Taxed Income*Passive Foreign Investment Companies*IC-DISCs |
| 12/16/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1043: Retirement Advising: Accumulation and Decumulation Strategies (Webinar) (22WC-1043)*The downside of traditional retirement asset accumulation strategies.*Threats to a successful retirement.*Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles.*Matching investment assets with the appropriate retirement plan and distribution strategy.*Review the provisions of the SECURE Act and how they will impact retirement planning. |
| 12/28/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1004: How Business Technology Will Evolve (Webinar) (22WC-1004)*Technology Tools Coming Online Presently *The Fourth Industrial Revolution *Technology Control Efforts |
| 12/19/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1099: Business Writing Series: Highlights of Grammar and Punctuation (Webinar) (22WC-1099)*Common grammar errors and how to correct them*Common punctuation errors and how to correct them |
| 1/24/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WC-1095: S Corporations: Qualification, Election and Termination (Webinar) (22WC-1095)*Qualified shareholder requirement*Trusts as shareholders*Estates as shareholders*Qualified tax-exempt shareholders*Tax planning ideas to accommodate economic investments by disqualified investors*Special rules for counting the number of shareholders*One class of stock requirement*Indirect preferences creating a risk of failing one class of stock requirement*Disqualified corporations*Making an effective S Corporation election*Relief for late or defective elections*Inadvertent termination relief for involuntary terminations*Reasons for involuntary termination*How to voluntarily revoke an S Corporation election*Why voluntarily revoke an S Corporation election*Tax planning related to a planned termination.*Re-election after termination |
| 1/20/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 22WC-1076: Developing a Litigation Services Practice (Webinar) (22WC-1076)*Opportunities: a shortage of qualified experts, higher billing rates, non-seasonal work, value-added services, fewer fee pressures and many different subspecialties.*Challenges: constant marketing, significant continuing education requirements, balancing with compliance services, cost of research materials and conflicts of interests.*Specialized services including valuation, damages, fraud, bankruptcy and family law.*Understanding the difference between being an expert witness and an advocate.*Depositions and trials |
| 1/11/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1125: International Tax Lunch: Introduction to Form 5472 (Webinar) (22WC-1125)*Form 5472 *Attribution rules *Engaged in a U.S. trade or business |
| 3/31/2023 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WC-1122: International Tax Lunch: Covered Expatriates - The Exit Tax and Beyond (Webinar) (22WC-1122)*Exit Tax *Expatriate filing requirements *Post-expatriation |
| 2/24/2023 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WC-1126: New Manager Series: Making the Shift from Individual Contributor to Supervisor (Webinar) (22WC-1126)*Leadership Development. |
| 4/19/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WC-1046: Assisting the Survivors: CPA's Role in the Decedent's Estate (Webinar) (22WC-1046)*The key players in a decedent's estate*Steps and issues in the probate of the estate*Administrative trusts (the post-death revocable living trust)*Testamentary trusts (definition, funding issues, and so on)*Estate accounting -- your state's Uniform Principal and Income Act*Estate tax returns (federal and state)*Income taxation of a decedent's estate*Identifying estate income tax deductions still allowed and no longer allowed after the Tax Cuts and Jobs Act*State complications of estates -- jurisdiction and taxation*Assisting the survivors |
| 12/29/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1070: Prospective Planning With Retirement Plans (Webinar) (22WC-1070)*An objective look at retirement plan selection*Pros and cons of different plan types |
| 1/9/2023 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1078: Staff Tax Training Individual: Beginning (Webinar) (22WC-1078)*Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return.*Identify and be able to implement basic individual income tax planning ideas for clients.*Familiarity with several source documents utilized in the preparation of an individual income tax return.*Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future. |
| 1/11/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0996: S Corporations: Tax Planning Ideas and Strategies (Webinar) (22WC-0996)*Overview of the taxation of corporations and shareholder including making the S Corporation election*The decision to elect S Corporation status -- factors to consider*Explanation and analysis of the application of the "qualified business income deduction (IRC 199A)*Self-employment tax and S Corporations*Distribution tax planning*Planning to minimize the impact of loss limitations*Tax planning for years with both distributions and losses*Termination Planning*Tax planning regarding the transfer of appreciated assets to an S Corporation*Buying and selling S Corporations -- tax planning ideas*Tax considerations of using the QSUB, Section 338(h)(10), or 336(e) elections*Tax Issues to consider at the death of S Corporation shareholder*Stock redemptions as a tax planning tool*Accommodating a "non-qualified" investor*Trusts and tax-exempt exempt shareholders*The second class of stock risks*S Corporation election compared to Section 1202 stock incentive |
| 12/16/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0948: Retirement Distributions: Planning Options (Webinar) (22WC-0948)*Roth IRA: The right choice?*Income tax treatment of distributions from qualified plans of all types.*Relief for late rollovers and disaster victims.*Strategies for distributions before age 59.5.*Laws, regulations and IRS rulings concerning plan distributions.*Avoiding the 50 percent penalty on deficient distributions.*Integration of estate planning with distribution decisions.*Beneficiary choices - eligible?*Self-directed IRA investment problems. |
| 12/8/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1044: Unrelated Business Income Tax Fundamentals (Webinar) (22WC-1044)*Definition of unrelated business*Unrelated business income tax: origins, exclusions, modifications and exceptions*Tax Cuts and Jobs Act Changes and Final regulations, as well as relevant CARES Act and American Rescue Plan provisions*Special rules for advertising, bingo and trade shows*Debt financed income issues*Alternative investments*Filing requirements, including lessons learned from the past tax season*State UBIT filings and other federal filings relating to foreign investments |
| 12/28/2022 | 10 a.m. - 12:15 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New 22WC-0987: Introduction to Sustainability and ESG Reporting (Webinar) (22WC-0987)*Identify the motivation for organizations to incorporate ESG into corporate reporting*Key sustainability and reporting frameworks and standards*The major standard setting bodies around the world*How do practitioners support ESG reporting goals*How can private enterprise view ESG reporting |
| 12/15/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0924: K2's Microsoft Office 365: All the Things You Need to Know (Webinar) (22WC-0924)*Securing Office 365 implementations*Office 365 apps*SharePoint Online*Office 365 apps to communicate |
| 12/14/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 22WC-1108: Entity Choice: Federal Taxation of Business Operation (Webinar) (22WC-1108)*Basics of the taxation of partnerships, S Corporations, corporations not making the S election*Tax rates applicable to taxable income reported by a corporation not making the S Corporation election*Tax rates applicable to ordinary taxable income of partnerships and S Corporations which is allocated to individual taxpayers*Tax rates applicable to long term capital gain allocated to individual partners or shareholders of S Corporations*Comparison of corporate and individual tax rates*Tax planning opportunities using differences in tax rates*Comparison of tax savings for losses based on the choice of entity*The self-employment tax and FICA/ Medicare taxes*The individual alternative minimum tax |
| 1/26/2023 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WC-1039: Financial Accounting Standards: GAAP, Codification, Professional Judgment (Webinar) (22WC-1039)*Current FASB Agenda*GAAP Hierarchy*Codification*Overview Professional Judgment Framework |
| 12/28/2022 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1054: K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (22WC-1054)*Internal control fundamentals*Common small business control deficiencies*Fraud schemes in small business*Common deficiencies in small business accounting systems*General controls in small businesses*Technology |
| 12/29/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0991: Start-up and Small Business Financial Statements: Issues and Fraud (Webinar) (22WC-0991)*Fraudulent financial reporting*Business issues and risks*Going concern uncertainties*Related party transactions*Misstatements*Noncompliance with laws*Preparations, compilation and reviews*Client acceptance and continuation |
| 12/15/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0926: Nonprofit A&A Series: Session 2 - Financial Statement Presentation & Disclosure (Webinar) (22WC-0926)*Overview of required financial statements*Unique considerations in the nonprofit environment*Presentation options for reserves, restrictions, functional expenses and liquidity.*Common pitfalls and little-known alternatives |
| 12/6/2022 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0938: Tax Elections: Beware of the Minefield (Webinar) (22WC-0938)*Tax elections for various entities*Tax elections relevant for accounting matters*Tax elections involving special items |
| 12/15/2022 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1128: New Manager Series: The How To's of Leading (Webinar) (22WC-1128)*Leadership Development. |
| 4/27/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WC-1016: Entity Choice: Tax Considerations (Webinar) (22WC-1016)*Taxation of corporations and shareholders -- potential double taxation*Comparison of individual and corporate tax rates*The basics of qualified business income deduction, IRC 199A.*Special rules -- differences that matter*Non-tax factors*Taxation of operations -- differences beyond tax rates*Tax considerations of making business assets available to owners*Taxation of the sale of the assets of a business*Taxation of sale of stock or interest in the partnership*Transfer of assets for stock or a partnership interest*Death of an owner*Hybrid structure planning |
| 12/21/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WC-1045: 2022 Business Tax Credits (Webinar) (22WC-1045)*Research & Development Tax Credit*Work Opportunity Tax Credit*Small Business Health Care Tax Credit*COVID-19 Tax Credits*Opportunity Zones*GO-Biz Incentives*Homeless Hiring Tax Credit*Employment Training Panel |
| 12/29/2022 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WC-1060: K2's Implementing Internal Controls in QuickBooks Environments (Webinar) (22WC-1060)*Internal controls in QuickBooks environments*Four common types of internal controls*QuickBooks-based organization's internal control structure*Internal control tools and features found in QuickBooks |
| 12/28/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1041: Merger and Acquisition Planning and Best Practices (Webinar) (22WC-1041)*Finding prospective targets*Initial purchase price negotiation process*LOIs -- getting more formal*Entity purchase vs. asset purchase deals*Due diligence -- not just the numbers*Numbers*Physical assets and buildings*Patents and other legal issues*Environmental testing and protecting yourself*Insurance*Human resources, employee benefits, and pay structures*Sales and marketing*Sight visits and other investigative procedures*Confirm production capacity*Dealing with leaked information and non-disclosure agreements*Return on investment model -- what to pay for and what not to pay for*Financing the transaction*Deal documents*Financing documents*Purchase accounting and goodwill entries, including step acquisitions*Having an integration plan |
| 12/28/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WC-1102: Environmental, Social and Governance Considerations for Nonprofit Organizations (Webinar) (22WC-1102)*Background on ESG *Frameworks and metrics *Considerations of how to apply ESG principles to: *Investment policies *Vendor selection *HR practices *Board governance *Gathering data and reporting on ESG *The role of the chief financial or chief administrative officer *Standards that are applicable for CPAs providing ESG reports on client information |
| 1/25/2023 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1036: Financial Accounting Standards: Acquisitions, Asset Impairment and Restructuring (Webinar) (22WC-1036)*Acquisitions*Long-lived asset impairment*Goodwill impairment*Intangible impairment*Restructuring costs |
| 12/28/2022 | 2:30 - 4:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1050: Financial Accounting Standards: Reporting and Disclosure (Webinar) (22WC-1050)*Changes in accounting*Going concern*Subsequent events*Contingency disclosures*Discontinued operations |
| 12/29/2022 | 4:10 - 5:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WC-1079: How to Respond to an Upsetting or Critical Email (Webinar) (22WC-1079)*Business communication*Emotional intelligence*Human resources*Practice management |
| 1/12/2023 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 22WC-0913: Analytical Procedures: Methods and Evaluation (Webinar) (22WC-0913)*Review of the appropriate audit and review standards*Identifying appropriate analytical procedures in the circumstances*Developing expectations*Designing and performing analytical procedures*Investigating results of the procedures performed*Introduction to data analytics |
| 12/5/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0966: Negotiation Skill Building (Webinar) (22WC-0966)*Becoming a stronger negotiator*Negotiation skill building, effective communications, telephone techniques and the negotiation process*The role of empathy, ego and needs in negotiations |
| 12/12/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WC-0954: Digital Currency Revolutions: Bitcoin and Cryptocurrencies (Webinar) (22WC-0954)*What is money and why cryptocurrencies matter*What is the blockchain and how its use is changing how business verifies transactions and values*How is cryptocurrency audited*What are the IRS rules relating to Bitcoin*Current update as to whether Bitcoin is moving towards money or will it remain viewed as property*Bitcoin alternatives, ICOs and their future global footprint |
| 12/9/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0993: Financial Reporting Changes in Greater Detail (Webinar) (22WC-0993)*Reformatted financial statement details*RFS impact on business operations*Ten action items for immediate consideration*Five cases |
| 12/16/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1023: Accounting, Auditing and Tax Considerations for the Cannabis Industry (Webinar) (22WC-1023)*Types of cannabis-related businesses*Risk considerations for services offered in the cannabis industry*Recognizing what costs are and are not considered the cost of sales under IRC Section 280E*Recognize if the entity conducts a business separate from the cannabis sales that may allow some deductions aside from the cost of sales*State and federal tax differences*Cash-based business audit considerations*Financial reporting considerations |
| 12/22/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1022: Accounting Analysis Basics (Webinar) (22WC-1022)*Accounting analysis and methodology.*Factors influencing the quality of accounting-based financial reports.*Impact of emerging business models on balance sheets.*Introduction to instructor's Open Balance Sheet. |
| 12/22/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1091: Quality Control in a CPA Tax Practice: Circular 230 Changes (Webinar) (22WC-1091)*Quality control system: elements, objectives, reviewing and monitoring*Resources*Implementation best practices |
| 1/18/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1020: Monthly Tax Update (Webinar) (22WC-1020)*Individual tax developments coming from Congress, the Treasury Department, the courts and academe*Time-sensitive topics from the past 30 days |
| 12/21/2022 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WC-1112: International Tax Lunch: Net Worth Test for Expatriation (Webinar) (22WC-1112)*Expatriation *Three tests for a covered expatriate status *Net worth test *Marital property *Valuation concepts for expatriates *Gift tax and filing requirements |
| 1/27/2023 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WC-1109: Federal Tax Update: Comprehensive Individual Tax: Form 1040 (Webinar) (22WC-1109)*Review of recent federal legislation and administrative rulings.*Review of recent modifications to tax forms.*Review of small business tax law and administrative update changes.*Review of retirement plan changes.*Overall review of tax practice and procedures. |
| 1/26/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0967: Passive Activity Losses (PAL): Comprehensive (Webinar) (22WC-0967)*Historical review of tax shelters and the government's reaction over two decades.*Overview of the four loss limitation rules and how the PAL rules interact with the other limitations.*Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury*Regulations with a review of several recent court decisions that interpret this regulation.*How PALs can be utilized by an individual taxpayer.*How the activity grouping rules work including planning considerations on how to make the determination.*Review of the "active" real estate rental loss provision.*Determine how to qualify as a real estate professional and the ramifications that this status has on the ability of an individual to utilize losses.*Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules.*Discuss how the PAL rules impact tax credits.*Learn how the PAL rules impact other key tax provisions.*Discuss tax elections and planning techniques associated withPALs. |
| 12/9/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0920: Defining Where and Why Internal Controls Are Needed (Webinar) (22WC-0920)*Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations |
| 12/13/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 22WC-0843: Valuation of Winery Brands and Operations (Webinar) (22WC-0843)*Valuing winery brands and operations*Real property considerations including vineyard locations, winery facilities and equipment*Business considerations including brand identity, sales channel and stability*Current trends in the industry, including COVID-19 impact and climate change considerations |
| 12/28/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0973: Federal Tax Update: Comprehensive Business Tax: Forms 1065, 1120S and 1120 (Webinar) (22WC-0973)*Review of recent federal legislation and administrative rulings.*Review of recent modifications to tax forms.*Review of small business tax law and administrative update changes.*Review of retirement plan changes.*Overall review of tax practice and procedures. |
| 12/13/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1075: Tax Issues for Real Estate and Homebuilding (Webinar) (22WC-1075)*Walkthrough of costing methods and compliance issues under IRC 263A*Analysis of IRC 461 related to economic performance*Illustrative examples and analysis*Sample computations for homebuilder unit costing*Recent IRC 263A challenges by the IRS*Update of related cases and issues - including recent tax reform |
| 1/24/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0986: FASB Update: What's New? Quarter Three (Webinar) (22WC-0986)*FASB's current activities*ASUs issued*Workplan agenda |
| 1/24/2023 | 1:30 - 3 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 22WC-0947: Forensic Accounting: Introduction to Analysis and Expert Witness Issues (Webinar) (22WC-0947)*Forensic Accounting*Family Law*Business Valuations*Economic Damages*Fraud*Financial Investigations |
| 12/8/2022 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0972: Case Studies in Accounting Fraud (Webinar) (22WC-0972)*Major financial statement frauds including, among others, sales and other types of revenue, estimates, earnings management and cut-off*Major misappropriation of asset fraud schemes including skimming, larceny, and additional schemes that occur in inventory, payables and other accounts*Review of cases involving common fraud schemes. New cases will be discussed in 2022 |
| 12/13/2022 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-1117: Government Pension Accounting and Financial Reporting (Webinar) (22WC-1117)*Accounting and financial reporting for (Aggregate) Net Pension Liabilities*Effect of the Measurement Date*Eight new pension standards by Governmental Accounting Standards Board (GASB)*Generally Accepted Accounting Principles (GAAP)for government*Defined Benefit and Defined Contribution Pension Plans*Impact on Deferred Outflows of Resources and Deferred Inflows of Resources*Update key materials for CalPERS results for 2020 |
| 1/31/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WC-0944: Auditing Standards and Audit Quality (Webinar) (22WC-0944)*New auditing standards (PCAOB and AICPA)*Audit quality trends (PCAOB and AICPA)*Industry quality response*Areas of audit focus |
| 12/8/2022 | 3:25 - 5:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-1038: Financial Accounting Standards: Financial Statement Presentation (Webinar) (22WC-1038)*Impact of COVID*Not for profit accounting*Debt and debt issuance costs classification*OCI*Cash flows and restricted cash |
| 12/28/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WC-0917: Pass-Through Owners' Basis and Distribution Rules: Comprehensive - Forms 1065 and 1120S (Webinar) (22WC-0917)*Understand the four loss limitation rules applied on the owner's individual income tax return (I.e., basis, at-risk, passive, and excess business loss limitations).*Determine how to calculate an owners' initial tax basis of his pass-through entity*Learn how to correctly make annual adjustments to a pass-through owners' tax basis.*Discover how cash or non-cash distributions from a pass-through entity affect the basis calculations and whether they are taxable to the owners.*Compare the tax treatment of the sale of a shareholder's stock in an S Corporation and a partner's interest in a partnership.*Learn what constitutes a debt basis for an S Corp shareholder.*Learn the tax ramifications of repaying loans to S Corp shareholders.*Learn how recourse and non-recourse debt is allocated to a partner and learn how this allocation affects a partner or member's basis calculations and amount at-risk.*Learn how to interpret a Schedule K-1 for items related to the calculation of basis. |
| 12/5/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-0969: Top 10 Things Financial Planners Need to Know About Estate Planning (Webinar) (22WC-0969)*Exemptions and exclusions*Portability and step-up in basis*Asset valuation*Discounts*Marital and charitable deductions*Deductions: Transmission expenses and Administration expenses (706 or 1041)*Income in respect of a decedent and retirement plan assets*Life insurance and annuities*Trust or estate administration*Trust funding |
| 12/12/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1001: Analyzing Financial Statements (Webinar) (22WC-1001)*Financial Reporting and Financial Statements*Use of Non-GAAP performance measures and key performance indicators*Forecasting*Valuation*Comprehensive Financial Statement Analysis with Case Study |
| 12/19/2022 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WC-1119: S Corporation Taxation: Comprehensive - Form 1120S (Webinar) (22WC-1119)*Discuss all new legislative, administrative, and judicial changes affecting S Corporation and shareholders.*Learn how to qualify and to make the S Corporation election.*Learn the qualifications for S Corporation stock ownership.*Understand how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained.*Understand the four loss limitation rules applied on the shareholder's individual income tax return (I.e., basis, at-risk, passive, and excess business loss limitations).*Understand the proper tax treatment and reporting of a distribution from the S Corporation to a shareholder.*Learn how to calculate the three S Corporation taxes.*Learn how to calculate AAA and OAA account for an S Corporation.*Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S Corporation. |
| 2/1/2023 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1217: Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (22WS-1217)*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, excess business loss limitations, 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*Other considerations: excess deductions on termination*Comprehensive DNI case study, with principal (cost and FMV)and income reconciliation*Comprehensive trustand estate case studies, with filled-in forms |
| 12/14/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1218: Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Webinar) (22WS-1218)*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues*Schedules K-2 and K-3 reporting requirements*Who files Form 1065, and who does not file Form 1065*Tax Basis Capital Account Reporting Requirements*Trade or Business income and expenses versus Separately Stated Items*The importance of Schedule M-1*Partnership distributions -- current or liquidating, cash or property*How to allocate recourse and nonrecourse debt*Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes*Complete coverage of any new legislation enacted before presentation*Section 163(j) limitations*Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)*Final regulations on Section 168(k)*Partnership reporting oddities*Accurately preparing partnership returns and reconciling book income to taxable income*The Centralized Audit Regime under the Bipartisan Budget Act of 2015 |
| 12/14/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1340: Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Webinar) (22WS-1340)*What exactly is terminating S Corporations, updated for 2020/2021 rulings*Shareholder changes Living Trust and causes S termination*LLCs electing S status, changing agreement could terminate election*Basis calculation worksheet*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Tracking multiple shareholder debt basis. Revamped 1120S K-1 form and instructions*Impact of CARES and Tax Relief Acts of 2020: Section 163(j) modifications, effect of PPP loan forgiveness on partners' outside bases*Shareholders losing "substance over form" argument*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S Corp. basis*Comparison of liquidation of a C Corporation vs. the liquidation of an S Corporation*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities? |
| 1/10/2023 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1409: Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (22WS-1409)*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 |
| 1/27/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1384: Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (22WS-1384)*IRS challenges, urgency for modernization*Individuals are NOT the only victims of Identity Theft. Heightened security measures during increased telecommuting associated with coronavirus pandemic*IRS finally releases guidance for the marijuana industry*"Recycled" Form 1099-NEC to report nonemployee compensation*Form 1065 steps for reporting capital*Schedules K-2 and K-3 reporting requirements*Centralized audit regime; 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*Don't get caught watching the paint dry -- What is hot and new*What is terminating S Corporations today?*Special allocation issues of Section 704*Final regulations for allocating depreciation recapture to partners and members of LLCs |
| 1/20/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1192: Surgent's Taxation of the Mobile Workforce (Webinar) (22WS-1192)*What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out of state employee? |
| 12/9/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1262: Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (22WS-1262)*The keys that develop a plan into an actionable document*The major difference between planning and budgeting*Strategic planning*The business plan*The people plan*The marketing plan*Capital and technology plans |
| 12/20/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1274: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (22WS-1274)*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements*The Centralized Audit Regime*Selected Practice and Reporting Issues: What's new?*A review of recent cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*Choice of entity issues, with special consideration of recent legislation and proposed legislation*Employee vs independent contractor considerations that companies should be aware of*Detailed review of Section 465 at-risk and Section 469 passive activity loss limitation rules*IRC Section 163(j) and Section 461(l)*Impact of the net investment income tax on the owners of pass-through entities*Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| 12/21/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1314: Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (22WS-1314)*What's NEW for this year -- Items all practitioners must know*The "revised" Form 1040 and Schedules 1 -- 3*Qualified Business Income -- Coverage of Section 199A including the real estate safe harbor*A tour of the most recent forms changes, starting from gross income and ending with selected credits, including the latest IRS guidance on significant recent tax legislation*How will clients (and practitioners) interact with IRS in the future and how the pandemic is steering the IRS to ramp up with digital communications efforts*Hot, hidden, or miscellaneous developments, including important developments in the world of cryptocurrency taxation*Section 461(l) and the related Net Operating Losses*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 |
| 12/30/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1184: Surgent's Weekly Expert Hour (Webinar) (22WS-1184)*Each week's topics will change based on the most critical issues affecting financial professionals |
| 12/8/2022 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WS-1166: Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (22WS-1166)*SAS 136 audit requirements for ERISA Section 103(A)(3)(c) audits*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 |
| 12/7/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1226: Surgent's Ethical Considerations for the CPA (Webinar) (22WS-1226)* 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 |
| 12/15/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 22WS-1239: Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Webinar) (22WS-1239)*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 |
| 12/16/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1454: Surgent's IRS Tax Examinations and Hot Issues (Webinar) (22WS-1454)*Criteria that the IRS uses to select returns for examination*Vehicles, meals, virtual currency, and fringe benefit considerations*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 |
| 2/14/2023 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1236: Surgent's Choosing the Right Business Entity (Webinar) (22WS-1236)*Why businesses operate as C Corporations*Why businesses operate as pass-through entities*Converting to a C Corporation in 2022*How and why to adopt S Corporation status*Tax and business situations that impact entity selection |
| 12/16/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1175: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (22WS-1175)*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 |
| 12/8/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1345: Surgent's Introducing Partner Capital Account Reporting (Webinar) (22WS-1345)*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*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 2021*Beginning capital account for partnerships and partners consistently reporting on the tax basis |
| 1/11/2023 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1344: Surgent's What CPAs Should Know About Trust Instruments (Webinar) (22WS-1344)*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 |
| 1/10/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1323: Surgent's Annual Accounting and Auditing Update (Webinar) (22WS-1323)*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 |
| 1/4/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1417: Surgent's Individual and Financial-Planning Tax Camp (Webinar) (22WS-1417)*Timely coverage of breaking tax legislation*Retirement planning in light of IRA and RMD changes*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reviewing the meals and entertainment deduction*Review of pertinent changes from recent legislation*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Proposed legislation that could impact individual tax planning as well as choice of entity considerations*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 |
| 1/31/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1255: The Best Federal Tax Update Course by Surgent (Webinar) (22WS-1255)*Timely coverage of breaking tax legislation*Equity Awards and Compensation*Schedules K-2 and K-3 Reporting Requirements*Donor Advised Funds*Is the "Employee vs Independent Contractor" conundrum about to explode?*A comprehensive overview of Cryptocurrency, including important tax considerations in light of increased IRS scrutiny*Detailed review of Loss Limitation Rules*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 |
| 12/19/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1267: Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (22WS-1267)*Bonus depreciation for acquisitions and construction*History of qualified property categories and QIP*The CARES Act and related Rev. Procs.*Section 179 expensing*Energy incentives*The tangible property regulations*1031 exchanges*Strategic hierarchy |
| 12/21/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1379: The Best Federal Tax Update Course by Surgent (Webinar) (22WS-1379)*Timely coverage of breaking tax legislation*Equity Awards and Compensation*Schedules K-2 and K-3 Reporting Requirements*Donor Advised Funds*Is the "Employee vs Independent Contractor" conundrum about to explode?*A comprehensive overview of Cryptocurrency, including important tax considerations in light of increased IRS scrutiny*Detailed review of Loss Limitation Rules*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 |
| 1/19/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1179: Surgent's Guide to Payroll Taxes and 1099 Issues (Webinar) (22WS-1179)*Statutory employees, independent contractors, and possible changes to Section 530 relief*Using SS-8*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 |
| 12/8/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1321: Surgent's Fundamentals of Public Charity Taxation and Form 990 (Webinar) (22WS-1321)*Organization and structure of Form 990*Form 990 and its various schedules*Form 990 filing requirements*The public support tests *Taxation of unrelated business income*Compensation-related reporting issues |
| 1/3/2023 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WS-1244: Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (22WS-1244)*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 |
| 12/16/2022 | 1 - 3 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| New 22WS-1154: Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (22WS-1154)*Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives |
| 12/6/2022 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 22WS-1161: Surgent's Technology and Ethics: Applying CPAs' Ethical Standards to Our Changing Technology Environment (Webinar) (22WS-1161)*The ethical foundations of the CPA profession, as found in the AICPA Code of Professional Conduct, and how they apply in this era of technological advances*Common ethical dilemmas made more challenging due to the impact of technology*Initiatives of the IESBA to update global ethical standards for the impact of technology |
| 12/6/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 22WS-1386: Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs (Webinar) (22WS-1386)*Wrapping up issues related to COVID-19 legislation*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*Section 199A pass-through deduction planning*Partnership planning -- Structuring partnership distributions and transfers of interests*Optional basis adjustments -- Section Section 754 and 732(d)*Planning for the utilization of Section 179 and for the scheduled phase out of bonus depreciation beginning in 2023*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*A brief look at possible future changes to the taxation of pass-through entities |
| 1/23/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WS-1327: Surgent's Financial Reporting Implications of the COVID-19 Pandemic (Webinar) (22WS-1327)*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 |
| 1/5/2023 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1252: Surgent's Ethics for Tax Professionals (Webinar) (22WS-1252)*What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? |
| 12/19/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 22WS-1337: Surgent's Individual and Financial-Planning Tax Camp (Webinar) (22WS-1337)*Timely coverage of breaking tax legislation*Retirement planning in light of IRA and RMD changes*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reviewing the meals and entertainment deduction*Review of pertinent changes from recent legislation*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Proposed legislation that could impact individual tax planning as well as choice of entity considerations*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 |
| 1/9/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WS-1222: Surgent's Skills to Develop Personal and Professional Networks (Webinar) (22WS-1222)*The value of strategic networking*Quality vs. quantity in networking*Networking for professional opportunities*Person-to-person networking*Maintaining and expanding your current connections*Networking for introverts*Long-term networking strategies |
| 12/14/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-1357: Surgent's Guide to Understanding the At-Risk Basis Rules and Form 6198 (Webinar) (22WS-1357)*Basis and at-risk basis *How to calculate the amount of annual at-risk basis *Form 6198 *When activities may be aggregated for at-risk purposes *Qualified nonrecourse financing |
| 1/13/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1272: Surgent's Securing a Comfortable Retirement in the Age of Spending (Webinar) (22WS-1272)*Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement*The three-legged retirement stool of employer retirement, savings, and Social Security*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels |
| 12/21/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1353: Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (22WS-1353)*Timely coverage of breaking tax legislation*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of Section 199A qualified business income, its calculation, limitations, and examples*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 |
| 1/12/2023 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1190: Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (22WS-1190)*Timely coverage of breaking tax legislation*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of Section 199A qualified business income, its calculation, limitations, and examples*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 |
| 12/9/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1305: Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Webinar) (22WS-1305)*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 |
| 12/29/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1429: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (22WS-1429)*Timely coverage of breaking tax legislation*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 |
| 2/3/2023 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1304: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (22WS-1304)*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 |
| 12/29/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1390: Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Webinar) (22WS-1390)*Single-member limited liability companies as an alternative to subsidiaries*Cancellation of indebtedness: rules and regulations*How the IRS views members or partners for Social Security purposes*Special problems when forming an LLC*Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting "bottom dollar" guarantees*Distributions: is it just a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions*Death or retirement of a member or partner -- Understanding the alternatives*Step-up in basis issues -- How to make the computations and elections*Property transactions between the LLC/LLP and its members or partners -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible? See, in particular, TCJA and CARES override*Material participation rules for LLC members and limited partners: how they affect passive loss issues*Continuation and termination of an LLC/partnership in the context of a merger or acquisition*Sales of an LLC Interest -- holding period, and hot asset issues*Impact of the tax on investment income on the sale of an interest in a partnership or LLC*Section 199A, technical termination of partnership repealed, other issues under 2017 Act, including final regulations, which answer some of the questions not addressed by Section 199A itself*Override of some provisions of TCJA by the CARES Act |
| 1/24/2023 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WS-1302: Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (22WS-1302)*Commencement of a bankruptcy proceeding*Protections provided to debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7, 11, and 13 bankruptcy cases*The bankruptcy discharge*Proofs of claim*Plans of reorganization*Litigation that can arise during bankruptcy*Creditor committees*Bankruptcy trustees*Avoidable preferences and fraudulent transfers*Special rights afforded to landlords and secured creditors |
| 12/29/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1173: Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (22WS-1173)*Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets |
| 12/7/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-1363: Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (22WS-1363)*Timely coverage of breaking tax legislation*Review an error-prone "staff-prepared" Form 1040 from client-provided information.Were do you start? Get to know your client and ask the questions*What are common errors preparers make and what are the areas generating malpractice claims?*The importance of engagement letters, questionnaires, and Section 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*Reconciling time pressure with thoroughness and quality control*Professionals acting professionally |
| 1/19/2023 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1288: Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (22WS-1288)*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*Feedback from the public company adoption of Topic 842 |
| 12/27/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WS-1398: Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession (Webinar) (22WS-1398)*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 |
| 1/25/2023 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1199: Surgent's Food, Beverage and Entertainment Expensing (Webinar) (22WS-1199)*Special rules for 2021 and 2022 allow 100% deductibility for meals*IRS rules relating to the nondeducibility of activities considered entertainment or amusement*What constitutes entertainment for tax purposes?*When are meals deductible and at what rate once the special rules applicable to 2021 and 2022 no longer apply*When employers may deduct food and beverages provided to employees*Special rules for per diem meal payments for 2021 and 2022 |
| 12/12/2022 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1445: Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (22WS-1445)*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 |
| 2/9/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1183: Surgent's The Essential Multistate Tax Update (Webinar) (22WS-1183)*Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners *Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires *When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax |
| 12/8/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1461: The Best Federal Tax Update Course by Surgent (Webinar) (22WS-1461)*Timely coverage of breaking tax legislation*Equity Awards and Compensation*Schedules K-2 and K-3 Reporting Requirements*Donor Advised Funds*Is the "Employee vs Independent Contractor" conundrum about to explode?*A comprehensive overview of Cryptocurrency, including important tax considerations in light of increased IRS scrutiny*Detailed review of Loss Limitation Rules*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 |
| 2/17/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1332: Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Webinar) (22WS-1332)*Financial statement disclosures for small and medium-sized businesses*Balance sheet, income statement, and statement of cash flows presentation and disclosure issues*Disclosure examples from all sized entities which you can use to base your disclosures on*Developing disclosure issues, including disclosures related to the adoption of Topic 606 |
| 1/6/2023 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1165: Surgent's A Complete Guide to the Yellow Book (Webinar) (22WS-1165)*When is the auditor required to follow the Yellow Book (a.k.a., Government Auditing Standards, or GAGAS)?*How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements*The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform*The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more)*The Yellow Book requirements related to the performance of and reporting on a financial audit*The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits |
| 12/7/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1481: Surgent's Business Writing: Professional & Effective Emails (Webinar) (22WS-1481)*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 |
| 3/30/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-1233: Surgent's Weekly Expert Hour (Webinar) (22WS-1233)*Each week's topics will change based on the most critical issues affecting financial professionals |
| 12/15/2022 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WS-1277: Surgent's Ethics for Tax Professionals (Webinar) (22WS-1277)*What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? |
| 12/22/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 22WS-1202: Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (22WS-1202)*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 Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 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 |
| 12/12/2022 | 10:30 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WS-1465: Surgent's Time Management for Professionals (Webinar) (22WS-1465)*Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan |
| 2/21/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-1289: Surgent's Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (Webinar) (22WS-1289)*The current GAAS requirements related to fraud found in AU Section 240, Consideration of Fraud in a Financial Statement Audit*The Yellow Book requirements related to fraud, waste and abuse*Common conditions that indicate the financial statements may contain a material misstatement from fraud and fraud risk factors frequently observed in not-for-profit entities and governments*Recent frauds that occurred in not-for-profit entities involving the theft of cash; falsified billings; improper use of credit cards; the redirection of cash and non-cash contributions; conversion of assets; the redirection of benefits; grant-related fraud; and travel and expense reporting fraud*Recent frauds that occurred in governments involving: falsified applications for benefits; payroll fraud; vendor fraud; kickbacks; workers' compensation and risk management frauds; purchase card abuse; providing government services for personal benefit; misappropriation of utility payments; and theft of assets*Tools for fraud prevention and detection |
| 12/27/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WS-1273: Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession (Webinar) (22WS-1273)*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 |
| 12/21/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1341: Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Webinar) (22WS-1341)*How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method?*Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method?*What is a like-kind exchange as defined by IRC Section 1031?*When can a taxpayer utilize the provisions of IRC Section 1031?*What types of real property are eligible for like-kind exchange treatment and what types are not*What is "boot" and how does it impact the like-kind exchange deferral?*Calculating a like-kind exchange including any taxable portion*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges?*Recent changes to like-kind exchanges as the result of IRS final regulations*Changes that may be on the horizon regarding like-kind exchanges |
| 1/10/2023 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1372: Surgent's Federal Tax Update (Webinar) (22WS-1372)*Timely coverage of breaking tax legislation*Equity Awards and Compensation*Implications of proposed legislation for both individuals and businesses*How the Code affects tax planning for individuals and businesses |
| 1/19/2023 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1315: Surgent's The Essential Multistate Tax Update (Webinar) (22WS-1315)*Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners *Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires *When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax |
| 12/30/2022 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1350: Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs (Webinar) (22WS-1350)*Wrapping up issues related to COVID-19 legislation*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*Section 199A pass-through deduction planning*Partnership planning -- Structuring partnership distributions and transfers of interests*Optional basis adjustments -- Section Section 754 and 732(d)*Planning for the utilization of Section 179 and for the scheduled phase out of bonus depreciation beginning in 2023*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*A brief look at possible future changes to the taxation of pass-through entities |
| 1/12/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1150: Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (22WS-1150)*Developing issues related to performing Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits, including the new SASs*Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 87, Leases*Preparing for the implementation of the new requirements related to contributed nonfinancial assets (i.e., ASU No. 2020-07)*Developing a deeper understanding of the effects that FASB ASC 842, Leases, will have on nonprofits |
| 12/5/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1260: Surgent's Guide to Understanding the At-Risk Basis Rules and Form 6198 (Webinar) (22WS-1260)*Basis and at-risk basis *How to calculate the amount of annual at-risk basis *Form 6198 *When activities may be aggregated for at-risk purposes *Qualified nonrecourse financing |
| 12/20/2022 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1466: Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Webinar) (22WS-1466)*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*Lessons learned and best practices from entities already adopting Topic 606 |
| 2/22/2023 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1204: Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (Webinar) (22WS-1204)*Key requirements of SAS 136*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 |
| 12/13/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1152: Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (22WS-1152)*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 Section 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 |
| 12/5/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1320: Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (22WS-1320)*Timely coverage of breaking tax legislation*Review an error-prone "staff-prepared" Form 1040 from client-provided information.Were do you start? Get to know your client and ask the questions*What are common errors preparers make and what are the areas generating malpractice claims?*The importance of engagement letters, questionnaires, and Section 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*Reconciling time pressure with thoroughness and quality control*Professionals acting professionally |
| 1/3/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1211: Surgent's Mastering Accounting for Income Taxes (Webinar) (22WS-1211)*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 |
| 12/13/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WS-1348: Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession (Webinar) (22WS-1348)*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 |
| 1/11/2023 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1309: Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (22WS-1309)*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements*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*What the transactional method entails and how to report partners' capital acccounts under this method*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*The most frequently used forms and schedules, including some form "oddities" |
| 12/29/2022 | 10:30 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1473: Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Webinar) (22WS-1473)*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 |
| 2/27/2023 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1342: Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (22WS-1342)*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements*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*What the transactional method entails and how to report partners' capital acccounts under this method*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*The most frequently used forms and schedules, including some form "oddities" |
| 1/10/2023 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1163: The Best Federal Tax Update Course by Surgent (Webinar) (22WS-1163)*Timely coverage of breaking tax legislation*Equity Awards and Compensation*Schedules K-2 and K-3 Reporting Requirements*Donor Advised Funds*Is the "Employee vs Independent Contractor" conundrum about to explode?*A comprehensive overview of Cryptocurrency, including important tax considerations in light of increased IRS scrutiny*Detailed review of Loss Limitation Rules*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 |
| 12/6/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1268: Surgent's Financial Reporting Update for Tax Practitioners (Webinar) (22WS-1268)*Recent standard setting and consulting activities at the FASB*Proposed updates to income tax accounting and financial statement disclosures*Tax basis financial statements*Recently issued Statements on Auditing Standards and other audit related hot topics*SSARS No. 21, Clarification and Recodification, and other recently issued and proposed SSARS |
| 12/21/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WS-1378: Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (22WS-1378)*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 |
| 1/19/2023 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| 22WS-1421: Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (22WS-1421)*Major 2022 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2022 and how they impact the 2022 tax forms |
| 2/1/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1432: Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (22WS-1432)*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 |
| 2/6/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1264: Surgent's What CPAs Should Know About Trust Instruments (Webinar) (22WS-1264)*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 |
| 12/20/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1406: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (22WS-1406)*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements*The Centralized Audit Regime*Selected Practice and Reporting Issues: What's new?*A review of recent cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*Choice of entity issues, with special consideration of recent legislation and proposed legislation*Employee vs independent contractor considerations that companies should be aware of*Detailed review of Section 465 at-risk and Section 469 passive activity loss limitation rules*IRC Section 163(j) and Section 461(l)*Impact of the net investment income tax on the owners of pass-through entities*Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| 1/26/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1326: The Best Individual Income Tax Update Course by Surgent (Webinar) (22WS-1326)*Timely coverage of breaking tax legislation*Donor Advised Funds*Detailed review of Loss Limitation Rules*Employee vs. Independent Contractor classification considerations*A comprehensive overview of Cryptocurrency, including important tax considerations and the latest IRS guidance*IRC Section 163(j) and Section 461(l)*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 |
| 1/4/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1237: Surgent's Essential Depreciation and Expensing Update (Webinar) (22WS-1237)*Complete coverage of recent tax acts and any new legislation enacted before presentation*Resolved technical glitches for Qualified Improvement Property*Detailed coverage of Section 179 expense election and Section 168(k) bonus or "additional first-year depreciation" -- how to maximize them, definitions, limitations, what property qualifies, etc.*Sale of property and the depreciation recapture rules (Section Section 1245, 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*What is "listed property" and what are the current limitations?*Amortization of start-up, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities |
| 12/16/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WS-1162: Surgent's Time Management for Professionals (Webinar) (22WS-1162)*Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan |
| 12/6/2022 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-1231: Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (22WS-1231)*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 |
| 12/15/2022 | 10:30 a.m. - 6 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New 22WS-1449: Surgent's Skills to Develop Personal and Professional Networks (Webinar) (22WS-1449)*The value of strategic networking*Quality vs. quantity in networking*Networking for professional opportunities*Person-to-person networking*Maintaining and expanding your current connections*Networking for introverts*Long-term networking strategies |
| 2/10/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-1158: Surgent's Industry Accountant Toolkit (Webinar) (22WS-1158)*Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools |
| 12/6/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1234: The Best Individual Income Tax Update Course by Surgent (Webinar) (22WS-1234)*Timely coverage of breaking tax legislation*Donor Advised Funds*Detailed review of Loss Limitation Rules*Employee vs. Independent Contractor classification considerations*A comprehensive overview of Cryptocurrency, including important tax considerations and the latest IRS guidance*IRC Section 163(j) and Section 461(l)*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 |
| 12/15/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1477: Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (22WS-1477)*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 |
| 3/9/2023 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WS-1446: Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession (Webinar) (22WS-1446)*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 |
| 2/9/2023 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1195: The Best Individual Income Tax Update Course by Surgent (Webinar) (22WS-1195)*Timely coverage of breaking tax legislation*Donor Advised Funds*Detailed review of Loss Limitation Rules*Employee vs. Independent Contractor classification considerations*A comprehensive overview of Cryptocurrency, including important tax considerations and the latest IRS guidance*IRC Section 163(j) and Section 461(l)*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 |
| 12/9/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WS-1471: Surgent's Public Speaking and Presentation Skills (Webinar) (22WS-1471)*How experienced speakers manage presentation anxiety*The elements of effective persuasion*The three styles of speech*Strategies to improve speech pace*The importance of volume when presenting*The art of the pause*Methods for using visual aids*Best practices for preparing for a presentation*Components of an effective presentation |
| 2/23/2023 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-1325: Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (22WS-1325)*Timely coverage of breaking tax legislation*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of Section 199A qualified business income, its calculation, limitations, and examples*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 |
| 1/4/2023 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1439: Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (22WS-1439)*Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets |
| 2/7/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-1428: Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (22WS-1428)*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, excess business loss limitations, 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*Other considerations: excess deductions on termination*Comprehensive DNI case study, with principal (cost and FMV)and income reconciliation*Comprehensive trustand estate case studies, with filled-in forms |
| 2/3/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1301: Surgent's Advanced Individual Income Tax Return Issues (Webinar) (22WS-1301)*New issues for the current year tax return and Section 199A*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; 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*Form 6251: Detailed calculation example |
| 12/29/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1238: Surgent's Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (22WS-1238)*Reviews of portions of error-prone "staff-prepared" Forms 1120S and 1065 from client-provided information*What are common errors preparers make and what are the areas generating malpractice claims?*Initial administrative groundwork*The importance of Schedule M-1*Don't fall prey to reporting oddities*When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120S or 1065, page 1?*Form 1120S -- What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding "open debt"; the default method of calculating basis versus the election under Section 1367; can an S Corporation distribute earnings and profits from C Corporation years?*Form 1065 -- Why use Section 704(b) to maintain capital accounts; Section 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section 754 step-up in basis rules*Multiple checklists of efficient procedures to identify potential issues on an 1120S or 1065 tax return |
| 12/16/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WS-1469: Surgent's Financial Reporting Implications of the COVID-19 Pandemic (Webinar) (22WS-1469)*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 |
| 2/23/2023 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WS-1221: Surgent's Performing an Effective Audit Risk Assessment in the COVID-19 Environment (Webinar) (22WS-1221)*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 |
| 12/14/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1167: Surgent's Annual Accounting and Auditing Update (Webinar) (22WS-1167)*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 |
| 12/7/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1145: Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (22WS-1145)*Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans |
| 12/5/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1420: Surgent's Annual Accounting and Auditing Update (Webinar) (22WS-1420)*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 |
| 2/1/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1360: Surgent's Buying and Selling a Business: Tax and Structuring Overview (Webinar) (22WS-1360)*An overview of the beginning of the process and documents for preliminary tax planning*Recognizing the need for due diligence in acquisitions -- checklists of important points*Deemed asset sales -- Is Section 338 or Section 338(h)(10) appropriate?*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business*How to allocate purchase price for tax advantage*Planning to avoid double taxation under repeal of the General Utilities doctrine*Special problems and opportunities when an S Corporation is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognition of tax planning opportunities*Unique issues in buying and selling of LLC/partnership interests*Impact of the Net Investment Income Tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Individually owned goodwill |
| 1/17/2023 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1368: Surgent's Real Estate Taxation: Critical Considerations (Webinar) (22WS-1368)*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 |
| 1/18/2023 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WS-1224: Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: SECURE Act Updated (Webinar) (22WS-1224)*What is a required minimum distribution for an account owner?*What is a required minimum distribution for a beneficiary IRA?*The types of accounts that are subject to the required minimum distribution rules*The parties that are subject to the required minimum distribution rules*Exceptions and special considerations for required minimum distributions*Rollover and transfer rules in an RMD year*The various responsibilities for interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions |
| 12/14/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1393: Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (22WS-1393)*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 Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 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 |
| 1/24/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WS-1374: Surgent's Going Concern Accounting and Reporting Considerations in the COVID-19 Environment (Webinar) (22WS-1374)*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? |
| 1/19/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1269: Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Webinar) (22WS-1269)*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 |
| 12/21/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1310: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (22WS-1310)*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements*The Centralized Audit Regime*Selected Practice and Reporting Issues: What's new?*A review of recent cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*Choice of entity issues, with special consideration of recent legislation and proposed legislation*Employee vs independent contractor considerations that companies should be aware of*Detailed review of Section 465 at-risk and Section 469 passive activity loss limitation rules*IRC Section 163(j) and Section 461(l)*Impact of the net investment income tax on the owners of pass-through entities*Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| 12/29/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1354: Surgent's S Corporation Taxation: Advanced Issues (Webinar) (22WS-1354)*Detailed rules governing basis in the shareholder's debt and stock*AAA*Built-in gains incurred from the sale of assets*Redemptions and liquidations*Compensation planning for shareholders, including planning strategies under the SECURE Act*Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable |
| 1/12/2023 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1180: Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (22WS-1180)*Developing issues related to performing Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits, including the new SASs*Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 87, Leases*Preparing for the implementation of the new requirements related to contributed nonfinancial assets (i.e., ASU No. 2020-07)*Developing a deeper understanding of the effects that FASB ASC 842, Leases, will have on nonprofits |
| 12/8/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WS-1435: Surgent's Basics of the Valuation of a Closely Held Business (Webinar) (22WS-1435)*When a valuation in a closely held business would be needed*Governing bodies, training, and certifications in the profession*Standards and premises of value*The basic approaches and methodologies used to value a business: income, market, and asset approaches*Rules of thumb/industry valuation multiples: usefulness and limitations*Discounts for lack of control and marketability*The COVID-19 pandemic's impact on business valuation*Common mistakes found in the application of business valuation approaches*How the accountant can help during and after the valuation process |
| 2/7/2023 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1194: Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (22WS-1194)*Eligibility for Medicare *How to apply for Medicare *Introduction to Parts A, B, C, and D of Medicare *Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries *Late enrollment penalties *Medicare Advantage in lieu of original Medicare *The Affordable Care Act's impact on Medicare*Current and late breaking legislative and regulatory developments |
| 12/9/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1415: The Best Federal Tax Update Course by Surgent (Webinar) (22WS-1415)*Timely coverage of breaking tax legislation*Equity Awards and Compensation*Schedules K-2 and K-3 Reporting Requirements*Donor Advised Funds*Is the "Employee vs Independent Contractor" conundrum about to explode?*A comprehensive overview of Cryptocurrency, including important tax considerations in light of increased IRS scrutiny*Detailed review of Loss Limitation Rules*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 |
| 1/30/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1411: The Best Federal Tax Update Course by Surgent (Webinar) (22WS-1411)*Timely coverage of breaking tax legislation*Equity Awards and Compensation*Schedules K-2 and K-3 Reporting Requirements*Donor Advised Funds*Is the "Employee vs Independent Contractor" conundrum about to explode?*A comprehensive overview of Cryptocurrency, including important tax considerations in light of increased IRS scrutiny*Detailed review of Loss Limitation Rules*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 |
| 1/27/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1256: Surgent's Annual Accounting and Auditing Update (Webinar) (22WS-1256)*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 |
| 12/20/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1313: Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (22WS-1313)*The key requirements, options, and disclosures related to each of the basic financial statements*How the reporting of functional and natural expense information has changed*The requirements related to providing liquidity and availability of financial assets information*The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general*How the new lease requirements (ASU No. 2016-02, Leases) impact not-for-profits*Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more |
| 12/30/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1203: The Best Individual Income Tax Update Course by Surgent (Webinar) (22WS-1203)*Timely coverage of breaking tax legislation*Donor Advised Funds*Detailed review of Loss Limitation Rules*Employee vs. Independent Contractor classification considerations*A comprehensive overview of Cryptocurrency, including important tax considerations and the latest IRS guidance*IRC Section 163(j) and Section 461(l)*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 |
| 12/12/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1151: Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Webinar) (22WS-1151)*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*Lessons learned and best practices from entities already adopting Topic 606 |
| 12/5/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1410: Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (22WS-1410)*IRS challenges, urgency for modernization*Individuals are NOT the only victims of Identity Theft. Heightened security measures during increased telecommuting associated with coronavirus pandemic*IRS finally releases guidance for the marijuana industry*"Recycled" Form 1099-NEC to report nonemployee compensation*Form 1065 steps for reporting capital*Schedules K-2 and K-3 reporting requirements*Centralized audit regime; 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*Don't get caught watching the paint dry -- What is hot and new*What is terminating S Corporations today?*Special allocation issues of Section 704*Final regulations for allocating depreciation recapture to partners and members of LLCs |
| 1/27/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1193: Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (22WS-1193)*IRS challenges, urgency for modernization*Individuals are NOT the only victims of Identity Theft. Heightened security measures during increased telecommuting associated with coronavirus pandemic*IRS finally releases guidance for the marijuana industry*"Recycled" Form 1099-NEC to report nonemployee compensation*Form 1065 steps for reporting capital*Schedules K-2 and K-3 reporting requirements*Centralized audit regime; 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*Don't get caught watching the paint dry -- What is hot and new*What is terminating S Corporations today?*Special allocation issues of Section 704*Final regulations for allocating depreciation recapture to partners and members of LLCs |
| 12/9/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1365: Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Webinar) (22WS-1365)*Tier 1: Basis limitations for S Corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S Corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The new excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)) and a look into possible changes to the deduction in the future |
| 1/17/2023 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WS-1240: Surgent's Nuts & Bolts of Cryptocurrency Taxation (Webinar) (22WS-1240)*What is blockchain technology?*How do you buy crypto?*How do you store crypto?*Use cases of cryptocurrency*Blockchain technology*Use cases of cryptocurrency*Tax overview*How taxes work for cryptocurrency investors*How taxes work for cryptocurrency mining*Taxation of other transactions*Foreign reporting requirements and crypto*How to use a tool like CoinTracker to calculate capital gains and losses*New developments in the space*Tax planning opportunities*Why do accountants need to care? |
| 12/16/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1214: Surgent's Annual Accounting and Auditing Update (Webinar) (22WS-1214)*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 |
| 12/14/2022 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1472: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (22WS-1472)*Overall landscape of the construction industry, including the impact of COVID-19 on 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 |
| 2/24/2023 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1153: The Best Individual Income Tax Update Course by Surgent (Webinar) (22WS-1153)*Timely coverage of breaking tax legislation*Donor Advised Funds*Detailed review of Loss Limitation Rules*Employee vs. Independent Contractor classification considerations*A comprehensive overview of Cryptocurrency, including important tax considerations and the latest IRS guidance*IRC Section 163(j) and Section 461(l)*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 |
| 12/5/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WS-1455: Surgent's Going Concern Accounting and Reporting Considerations in the COVID-19 Environment (Webinar) (22WS-1455)*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? |
| 2/15/2023 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1282: Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (22WS-1282)*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 Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 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 |
| 12/22/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1444: Surgent's Managing Millennials (Webinar) (22WS-1444)*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 |
| 2/9/2023 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 22WS-1216: Surgent's Debt Accounting Update: Applying ASU 2020-06 and Other Challenges in Accounting for Debt (Webinar) (22WS-1216)*The existing accounting models for convertible debt*What changes in accounting for convertible debt with the issuance of ASU No. 2020-06*Debt classification issues*Accounting for amendments to debt agreements |
| 12/14/2022 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WS-1447: The Best Federal Tax Update Course by Surgent (Webinar) (22WS-1447)*Timely coverage of breaking tax legislation*Equity Awards and Compensation*Schedules K-2 and K-3 Reporting Requirements*Donor Advised Funds*Is the "Employee vs Independent Contractor" conundrum about to explode?*A comprehensive overview of Cryptocurrency, including important tax considerations in light of increased IRS scrutiny*Detailed review of Loss Limitation Rules*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 |
| 2/9/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WS-1369: Surgent's Time Management for Professionals (Webinar) (22WS-1369)*Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan |
| 1/18/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-1470: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (22WS-1470)*Timely coverage of breaking tax legislation*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 |
| 2/23/2023 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1463: Surgent's Excel Budgeting Ideas (Webinar) (22WS-1463)* Set up an in-cell drop-down list of budget methods * Change the calculations in the cells based on the selected budget method * Use names in worksheets |
| 2/21/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-1359: The Best Federal Tax Update Course by Surgent (Webinar) (22WS-1359)*Timely coverage of breaking tax legislation*Equity Awards and Compensation*Schedules K-2 and K-3 Reporting Requirements*Donor Advised Funds*Is the "Employee vs Independent Contractor" conundrum about to explode?*A comprehensive overview of Cryptocurrency, including important tax considerations in light of increased IRS scrutiny*Detailed review of Loss Limitation Rules*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 |
| 1/13/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1210: Surgent's Introduction to Forensic Accounting (Webinar) (22WS-1210)*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 |
| 12/13/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1143: Surgent's Advanced Individual Income Tax Return Issues (Webinar) (22WS-1143)*New issues for the current year tax return and Section 199A*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; 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*Form 6251: Detailed calculation example |
| 12/5/2022 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1300: Surgent's Top Individual Tax Planning Strategies (Webinar) (22WS-1300)*Accelerate gifts of appreciated property before the end of 2022*Evaluate existing estate plans in anticipation of a reduction in the transfer tax exemption*Sell appreciated capital assets in 2022*Cash out of carried interest positions before such positions are taxed as ordinary income*Take advantage of Section 1031 exchange opportunities in 2022*Maximize contributions to IRAs and qualified retirement plans*Consider making a Roth IRA conversion in 2022*Consider investing in Series I Savings Bonds*Evaluate Social Security payment options |
| 12/28/2022 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1335: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (22WS-1335)*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 |
| 1/9/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WS-1276: Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (22WS-1276)*The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures |
| 12/22/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1448: Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Webinar) (22WS-1448)*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 |
| 2/10/2023 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1392: Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (22WS-1392)*What's NEW for this year -- Items all practitioners must know*The "revised" Form 1040 and Schedules 1 -- 3*Qualified Business Income -- Coverage of Section 199A including the real estate safe harbor*A tour of the most recent forms changes, starting from gross income and ending with selected credits, including the latest IRS guidance on significant recent tax legislation*How will clients (and practitioners) interact with IRS in the future and how the pandemic is steering the IRS to ramp up with digital communications efforts*Hot, hidden, or miscellaneous developments, including important developments in the world of cryptocurrency taxation*Section 461(l) and the related Net Operating Losses*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 |
| 1/24/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1452: Surgent's Ethical Considerations for the CPA (Webinar) (22WS-1452)* 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 |
| 2/14/2023 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 22WS-1373: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (22WS-1373)*Timely coverage of breaking tax legislation*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 |
| 1/19/2023 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1376: Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Webinar) (22WS-1376)*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. Learn to self-review*New tax-planning strategies for depreciation deductions, including changes to Section 179 and first-year depreciation (Section 168(k)) 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*Section 163(j) as amended by CARES Act*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 |
| 1/19/2023 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1329: Surgent's Weekly Expert Hour (Webinar) (22WS-1329)*Each week's topics will change based on the most critical issues affecting financial professionals |
| 1/5/2023 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 22WS-1422: Surgent's Progressive Discipline and Termination (Webinar) (22WS-1422)*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 |
| 2/1/2023 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-1400: The Best Individual Income Tax Update Course by Surgent (Webinar) (22WS-1400)*Timely coverage of breaking tax legislation*Donor Advised Funds*Detailed review of Loss Limitation Rules*Employee vs. Independent Contractor classification considerations*A comprehensive overview of Cryptocurrency, including important tax considerations and the latest IRS guidance*IRC Section 163(j) and Section 461(l)*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 |
| 1/25/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1286: Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Webinar) (22WS-1286)*How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method?*Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method?*What is a like-kind exchange as defined by IRC Section 1031?*When can a taxpayer utilize the provisions of IRC Section 1031?*What types of real property are eligible for like-kind exchange treatment and what types are not*What is "boot" and how does it impact the like-kind exchange deferral?*Calculating a like-kind exchange including any taxable portion*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges?*Recent changes to like-kind exchanges as the result of IRS final regulations*Changes that may be on the horizon regarding like-kind exchanges |
| 12/23/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1147: Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Webinar) (22WS-1147)*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 strategies and appropriate measurements*Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements*Big data: definition, challenges, goals, current uses/examples, sources of information*Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards |
| 12/5/2022 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| New 22WS-1200: Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (22WS-1200)*Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or nonprofit |
| 12/12/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1346: Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Webinar) (22WS-1346)*New capital account reporting requirements*CARES Act and effect on excess business losses and business interest deductions. Tax Relief Act clarifying guidance on effect of PPP loan forgiveness on tax attributes and partners' basis*New Schedule K-1 reporting forSection 743 adjustments*NewSchedule K-1 reporting forSection 704 gains and losses*Comprehensive case on partnership/partner application of the business interest deduction*When to use "704(b) basis" for capital accounts versus "tax basis"*Detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members*Unreasonable uses of the traditional & curative allocation methods*Multiple layers of Section 704(c) allocations*Treatment of recourse versus nonrecourse debt basis*How to calculate basis limitations and its implication on each partner's own tax return*How Section 179 limitations affect partnership/LLC basis*Regulations for handling basis step-ups under Section 754 elections, and mandatory adjustments under Section 743 and Section 734 for partnerships who have NOT made the Section 754 election*Subsequent contributions of property with Section 754 adjusted basis to another partnership or corporation*Capital account adjustments in connection with admission of new member*Special allocations require "substantial economic effect"; what are the requirements?*LLCs and self-employment tax to the members*Distributions -- current or liquidating, cash or property including the substituted basis rule*Termination/liquidation of an LLC |
| 1/11/2023 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1297: Surgent's Mastering Accounting for Income Taxes (Webinar) (22WS-1297)*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 |
| 12/28/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1464: Surgent's Excel: Mastering PivotTables (Webinar) (22WS-1464)* Explore PivotTable capabilities and functionality * Retrieve data from a database and feed it into the PivotTable * Pull web tables from web pages into Excel |
| 2/21/2023 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-1442: Surgent's Financial Reporting Update for Tax Practitioners (Webinar) (22WS-1442)*Recent standard setting and consulting activities at the FASB*Proposed updates to income tax accounting and financial statement disclosures*Tax basis financial statements*Recently issued Statements on Auditing Standards and other audit related hot topics*SSARS No. 21, Clarification and Recodification, and other recently issued and proposed SSARS |
| 2/9/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1191: Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (22WS-1191)*The key requirements, options, and disclosures related to each of the basic financial statements*How the reporting of functional and natural expense information has changed*The requirements related to providing liquidity and availability of financial assets information*The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general*How the new lease requirements (ASU No. 2016-02, Leases) impact not-for-profits*Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more |
| 12/9/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1396: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (22WS-1396)*Timely coverage of breaking tax legislation*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 |
| 1/25/2023 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1186: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (22WS-1186)*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements*The Centralized Audit Regime*Selected Practice and Reporting Issues: What's new?*A review of recent cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*Choice of entity issues, with special consideration of recent legislation and proposed legislation*Employee vs independent contractor considerations that companies should be aware of*Detailed review of Section 465 at-risk and Section 469 passive activity loss limitation rules*IRC Section 163(j) and Section 461(l)*Impact of the net investment income tax on the owners of pass-through entities*Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| 12/8/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1394: The Best Federal Tax Update Course by Surgent (Webinar) (22WS-1394)*Timely coverage of breaking tax legislation*Equity Awards and Compensation*Schedules K-2 and K-3 Reporting Requirements*Donor Advised Funds*Is the "Employee vs Independent Contractor" conundrum about to explode?*A comprehensive overview of Cryptocurrency, including important tax considerations in light of increased IRS scrutiny*Detailed review of Loss Limitation Rules*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 |
| 1/24/2023 | 10:30 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1174: The Best Individual Income Tax Update Course by Surgent (Webinar) (22WS-1174)*Timely coverage of breaking tax legislation*Donor Advised Funds*Detailed review of Loss Limitation Rules*Employee vs. Independent Contractor classification considerations*A comprehensive overview of Cryptocurrency, including important tax considerations and the latest IRS guidance*IRC Section 163(j) and Section 461(l)*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 |
| 12/7/2022 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1198: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (22WS-1198)*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 |
| 12/12/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1351: Surgent's Essential Depreciation and Expensing Update (Webinar) (22WS-1351)*Complete coverage of recent tax acts and any new legislation enacted before presentation*Resolved technical glitches for Qualified Improvement Property*Detailed coverage of Section 179 expense election and Section 168(k) bonus or "additional first-year depreciation" -- how to maximize them, definitions, limitations, what property qualifies, etc.*Sale of property and the depreciation recapture rules (Section Section 1245, 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*What is "listed property" and what are the current limitations?*Amortization of start-up, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities |
| 1/12/2023 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1278: Surgent's Federal Tax Update (Webinar) (22WS-1278)*Timely coverage of breaking tax legislation*Equity Awards and Compensation*Implications of proposed legislation for both individuals and businesses*How the Code affects tax planning for individuals and businesses |
| 12/22/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1149: Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (22WS-1149)*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. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 22, Compilation of Pro Forma Financial Information*Comprehensive sample engagement work programs for every level of SSARS No. 21 service*Complete illustrations of engagement letters, management representation letter, reporting and other required communications for every level of SSARS No. 21 service*Quality issues related to SSARS No. 21 engagements*Proposed changes to the SSARS |
| 12/5/2022 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1431: Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (22WS-1431)*Timely coverage of breaking tax legislation*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of Section 199A qualified business income, its calculation, limitations, and examples*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 |
| 2/6/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1476: Surgent's Accountability: Stop the Blame Game (Webinar) (22WS-1476)*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 |
| 3/7/2023 | 12:30 - 6 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WS-1185: The Best Federal Tax Update Course by Surgent (Webinar) (22WS-1185)*Timely coverage of breaking tax legislation*Equity Awards and Compensation*Schedules K-2 and K-3 Reporting Requirements*Donor Advised Funds*Is the "Employee vs Independent Contractor" conundrum about to explode?*A comprehensive overview of Cryptocurrency, including important tax considerations in light of increased IRS scrutiny*Detailed review of Loss Limitation Rules*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 |
| 12/8/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1250: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (22WS-1250)*Overall landscape of the construction industry, including the impact of COVID-19 on 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 |
| 12/19/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1440: Surgent's Introduction to Forensic Accounting (Webinar) (22WS-1440)*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 |
| 2/8/2023 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1430: Surgent's Management Fundamentals (Webinar) (22WS-1430)*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 |
| 2/3/2023 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 22WS-1253: Surgent's Real Estate Taxation: Critical Considerations (Webinar) (22WS-1253)*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 |
| 12/19/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1436: Surgent's Excel Shortcuts for Accountants (Webinar) (22WS-1436)* Explore the function that sums better than the SUM function * Discover a variety of time-saving features, functions, and techniques * Learn the workaround to a major Excel pitfall |
| 2/7/2023 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-1187: Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Webinar) (22WS-1187)*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 |
| 12/9/2022 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1404: Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (22WS-1404)*What's NEW for this year -- Items all practitioners must know*The "revised" Form 1040 and Schedules 1 -- 3*Qualified Business Income -- Coverage of Section 199A including the real estate safe harbor*A tour of the most recent forms changes, starting from gross income and ending with selected credits, including the latest IRS guidance on significant recent tax legislation*How will clients (and practitioners) interact with IRS in the future and how the pandemic is steering the IRS to ramp up with digital communications efforts*Hot, hidden, or miscellaneous developments, including important developments in the world of cryptocurrency taxation*Section 461(l) and the related Net Operating Losses*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 |
| 1/26/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 22WS-1391: Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (22WS-1391)*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 |
| 1/24/2023 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1284: Surgent's Understanding the High-Stakes Mega Issues in A&A Today (Webinar) (22WS-1284)*Accounting and operational impacts of adopting Topic 606*Accounting and operational impacts of adopting ASU No. 2016-02*Impairment of both financial and non-financial assets*Accounting for debt restructurings |
| 12/22/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1459: Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (22WS-1459)*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 |
| 2/16/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1146: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (22WS-1146)*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 |
| 12/5/2022 | 8 - 11:30 a.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| 22WS-1172: Surgent's Tax Practitioner Horror Stories (Webinar) (22WS-1172)*Tax practitioner "horror stories" that illustrate what tax practitioners should try to avoid at all costs*Avoiding malpractice lawsuits brought against tax practitioners |
| 12/7/2022 | 7 - 9 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 22WS-1317: The Best Federal Tax Update Course by Surgent (Webinar) (22WS-1317)*Timely coverage of breaking tax legislation*Equity Awards and Compensation*Schedules K-2 and K-3 Reporting Requirements*Donor Advised Funds*Is the "Employee vs Independent Contractor" conundrum about to explode?*A comprehensive overview of Cryptocurrency, including important tax considerations in light of increased IRS scrutiny*Detailed review of Loss Limitation Rules*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 |
| 12/30/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1416: The Best Individual Income Tax Update Course by Surgent (Webinar) (22WS-1416)*Timely coverage of breaking tax legislation*Donor Advised Funds*Detailed review of Loss Limitation Rules*Employee vs. Independent Contractor classification considerations*A comprehensive overview of Cryptocurrency, including important tax considerations and the latest IRS guidance*IRC Section 163(j) and Section 461(l)*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 |
| 1/30/2023 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1157: Surgent's Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (Webinar) (22WS-1157)*The current GAAS requirements related to fraud found in AU Section 240, Consideration of Fraud in a Financial Statement Audit*The Yellow Book requirements related to fraud, waste and abuse*Common conditions that indicate the financial statements may contain a material misstatement from fraud and fraud risk factors frequently observed in not-for-profit entities and governments*Recent frauds that occurred in not-for-profit entities involving the theft of cash; falsified billings; improper use of credit cards; the redirection of cash and non-cash contributions; conversion of assets; the redirection of benefits; grant-related fraud; and travel and expense reporting fraud*Recent frauds that occurred in governments involving: falsified applications for benefits; payroll fraud; vendor fraud; kickbacks; workers' compensation and risk management frauds; purchase card abuse; providing government services for personal benefit; misappropriation of utility payments; and theft of assets*Tools for fraud prevention and detection |
| 12/6/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1318: The Best Individual Income Tax Update Course by Surgent (Webinar) (22WS-1318)*Timely coverage of breaking tax legislation*Donor Advised Funds*Detailed review of Loss Limitation Rules*Employee vs. Independent Contractor classification considerations*A comprehensive overview of Cryptocurrency, including important tax considerations and the latest IRS guidance*IRC Section 163(j) and Section 461(l)*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 |
| 12/31/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1228: Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Webinar) (22WS-1228)*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues*Schedules K-2 and K-3 reporting requirements*Who files Form 1065, and who does not file Form 1065*Tax Basis Capital Account Reporting Requirements*Trade or Business income and expenses versus Separately Stated Items*The importance of Schedule M-1*Partnership distributions -- current or liquidating, cash or property*How to allocate recourse and nonrecourse debt*Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes*Complete coverage of any new legislation enacted before presentation*Section 163(j) limitations*Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)*Final regulations on Section 168(k)*Partnership reporting oddities*Accurately preparing partnership returns and reconciling book income to taxable income*The Centralized Audit Regime under the Bipartisan Budget Act of 2015 |
| 12/15/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1207: Surgent's Excel Budgeting Ideas (Webinar) (22WS-1207)* Set up an in-cell drop-down list of budget methods * Change the calculations in the cells based on the selected budget method * Use names in worksheets |
| 12/13/2022 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 22WS-1347: Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (Webinar) (22WS-1347)*Latest guidance issued by the IRS, whether by way of regulations or administrative announcements*Reporting requirements for all relevant pass-through entities*Reporting for multiple activities within one entity*Allocation of common items among multiple activities*Section 199A Schedule K-1 reporting for tiered entities*Calculation and reporting of qualified wages and the unadjusted basis immediately after acquisition of qualified property*Allocation of Section 199A relevant amounts to beneficiaries of trusts using DNI*How to handle separately stated items for which the status as Qualified Business Income is determined at the shareholder or partner level*How ownership changes affect Section 199A reporting on Schedule K-1*Reporting publicly traded partnership income and REIT income to the partners or shareholders*Reporting aggregated activities*Allocating Section 199A amounts to partners when special allocations have been made by the partnership |
| 1/11/2023 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1263: Surgent's Required Minimum Distributions: Compliance and Planning (Webinar) (22WS-1263)*Minimum distribution requirement changes by the Secure Act of 2019*Latest guidance issued by the IRS, whether by way of regulations or administrative announcements related to required minimum distributions, including the new life expectancy tables and transition rules*The calculation of required minimum distributions using the Uniform Life Table*Required minimum distributions from multiple accounts*Form 1099R and codes*Inherited employer retirement accounts and IRAs: Spousal and non-spousal beneficiary distribution options*Limitations on stretch IRAs imposed by the Secure Act of 2019*Required minimum distributions in the year of death*Roth conversions for estate planning and avoiding required minimum distributions*Timing of distributions for maximum tax-free compounding*Qualified charitable distributions from IRAsand the relationship between deductible IRAs and QCDs under the anti-abuse rules*Taxation of distributions*Penalties for missed required minimum distributions and reasonable cause for abatement of penalties |
| 12/20/2022 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1328: Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (22WS-1328)*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements*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*What the transactional method entails and how to report partners' capital acccounts under this method*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*The most frequently used forms and schedules, including some form "oddities" |
| 1/5/2023 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1298: Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (22WS-1298)*IRS challenges, urgency for modernization*Individuals are NOT the only victims of Identity Theft. Heightened security measures during increased telecommuting associated with coronavirus pandemic*IRS finally releases guidance for the marijuana industry*"Recycled" Form 1099-NEC to report nonemployee compensation*Form 1065 steps for reporting capital*Schedules K-2 and K-3 reporting requirements*Centralized audit regime; 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*Don't get caught watching the paint dry -- What is hot and new*What is terminating S Corporations today?*Special allocation issues of Section 704*Final regulations for allocating depreciation recapture to partners and members of LLCs |
| 12/28/2022 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 22WS-1171: Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Webinar) (22WS-1171)*Timely coverage of breaking tax legislation*Retirement planning in light of IRA and RMD changes*More than 20 documents that should be reviewed that are neither a will nor trust*Provisions you need in a will*Trusts and other arrangements for children*Durable powers of attorney for healthcare and for financial matters*Realistic retirement goals*Developments relative to estate tax, and the implications for planning |
| 12/7/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 22WS-1290: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (22WS-1290)*Timely coverage of breaking tax legislation*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 |
| 12/27/2022 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 22WS-1201: Surgent's Public Speaking and Presentation Skills (Webinar) (22WS-1201)*How experienced speakers manage presentation anxiety*The elements of effective persuasion*The three styles of speech*Strategies to improve speech pace*The importance of volume when presenting*The art of the pause*Methods for using visual aids*Best practices for preparing for a presentation*Components of an effective presentation |
| 12/12/2022 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 22WS-1281: Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (22WS-1281)*Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits |
