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MBAexpress: Emotional Intelligence (Self-Study) (JI10NOC)Benefits of emotional intelligence (EI) Steps to increase your emotional intelligence Emotional intelligence to decision making Active listening versus traditional listening
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Essence of Entrepreneurship (Self-Study) (JI11NOC)Why current business plans that focus primarily on the numbers is the wrong approach Components of the non-traditional business plan: people, opportunity, context, risk and reward The dark side of being an entrepreneur Lead generation strategies
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Faster Disaster Recovery (Self-Study) (JI12NOC)Common Disasters Uncommon Disasters Preparing for a Disaster Disaster Recovery
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Ferreting Out Fraud (Self-Study) (JI13NOC)Fraud Triangle Fraud Risk Factors Warning Signs of Fraud Fraud Prevention
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Good Governance (Self-Study) (JI14NOC)Duty of Care Duty of Loyalty Increased Risk Factors Minimizing Liability *Ethical Organization Strategies
Self-Study		Format: On-Demand	1 CPE / 1 Ethics	Add
New Fundamentals of Forensic Accounting (Certificate Program) (JI159950)Bankruptcy, insolvency and reorganization Computer forensic analysis Economic damages calculations Family law Financial statement misrepresentation Fraud prevention, detection and response *Valuation
Self-Study		Format: On-Demand	21.5 CPE	Add
MBAexpress: International Business (Self-Study) (JI15NOC)Business Models Customs and Etiquette Communication Import/Export/Product liability Guides/Interpreters International markets
Self-Study		Format: On-Demand	1 CPE	Add
New Cybersecurity Fundamentals for Finance and Accounting Professionals (Certificate Program) (JI162200)Cybersecurity terminology and digital transformation Attacks and the security mindset Data breaches and privacy Cybersecurity frameworks Cybersecurity risk management program and the related description criteria Benefits of investing in cybersecurity *Cybersecurity service offerings
Self-Study		Format: On-Demand	15.5 CPE	Add
New Cybersecurity Advisory Services (Certificate Program) (JI162250)Cybersecurity risk management program overview Cybersecurity advisory service opportunities Cybersecurity examination services vs. advisory services Cybersecurity frameworks, including the AICPA cybersecurity risk management program reporting framework Drivers for cybersecurity advisory needs Gap analysis and risk assessment Common cybersecurity advisory services, such as SOC for cybersecurity readiness assessments and penetration testing Tools to effectively perform advisory services -- qualifications and certifications, backgrounds and expertise, and other resources you would need to market and deliver in a quality manner
Self-Study		Format: On-Demand	15.5 CPE	Add
New SOC for Cybersecurity (Certificate Program) (JI162260)Cyberthreat landscape and terminology to describe various aspects of cybersecurity Various SOC services Components of a cybersecurity risk management program How to use the description criteria How to use the control criteria to assess an entity's controls over cybersecurity Key considerations prior to accepting a cybersecurity examination engagement (and planning considerations) Steps involved in performing the cybersecurity risk management examination Factors to consider while forming the opinion and preparing the practitioner's report
Self-Study		Format: On-Demand	14.5 CPE	Add
Audit Sampling (Self-Study) (JI163193)Attribute sampling for control testing Monetary unit sampling for performing substantive tests Relating risk in material misstatement and sampling risk Controlling and evaluating sampling risk Selecting a representative sample Using PPS sampling *Nonstatistical sampling
Self-Study		Format: On-Demand	9.5 CPE	Add
A Firm's System of Quality Control (Self-Study) (JI164970)Introduction to Statements on Quality Control Standards (SQCS) No. 8 The six elements of quality control Monitoring your QC system Documenting and communicating your QC system Common peer review matters related to QC systems Scenarios, tips, and tools
Self-Study		Format: On-Demand	8 CPE	Add
New Not-for-Profit I (Certificate Program) (JI165160)Introduction to not-for-profit entities Accounting and financial reporting Tax compliance Governance and assurance
Self-Study		Format: On-Demand	40 CPE	Add
New Not-for-Profit II (Certificate Program) (JI165400)Key factors in defining and measuring mission success, including performance measurement, risk assessment, benchmarking, cash flow management and forecasting Financial statement preparation for not-for-profit organizations Core IRS Form 990 preparations Budgeting for not-for-profit organizations Strategic planning for not-for-profit organizations Design and management of internal controls
Self-Study		Format: On-Demand	30 CPE / 2 Ethics	Add
New COSO Internal Control (Certificate Program) (JI166140)Governance and culture Strategy and setting objectives Performance Review and revision *Information, communication and reporting
Self-Study		Format: On-Demand	17 CPE	Add
New Personal Financial Planning Retirement Planning (Certificate Program) (JI166481)The retirement planning process Governmental and employer retirement plans Personal retirement investments, income and expenses Analyzing client retirement data Creating, implementing and monitoring the plan Elder and special needs planning
Self-Study		Format: On-Demand	19.5 CPE	Add
New Personal Financial Planning Risk Management and Insurance Planning (Certificate Program) (JI166790)The risk management planning process Insurance contracts and needs analysis Life insurance Annuities Medical, disability, property and casualty insurance Group insurance and employee benefits Executive and deferred compensation arrangements Financial planning with business owners
Self-Study		Format: On-Demand	20 CPE	Add
New Personal Financial Planning Investment Planning (Certificate Program) (JI166800)The investment planning process Investment data gathering and analysis Creating the investment policy statement Portfolio management Investment vehicles and strategies Investment monitoring and updating Integrating investments with the financial plan Education planning
Self-Study		Format: On-Demand	18.5 CPE	Add
New Personal Financial Planning Estate Planning (Certificate Program) (JI166920)The estate planning process Trusts and estate planning documents Basic estate and gifting strategies Advanced estate planning strategies Closely held business estate planning Incapacity and postmortem estate planning Integrating estate planning with tax and financial plans Charitable planning
Self-Study		Format: On-Demand	19 CPE	Add
New PFP Practical Applications (Certificate Program) (JI167250)Personal financial planning (PFP) standards and responsibilities PFP regulatory landscape and fiduciary practices The personal financial planning process Cash management strategies *PFP in practice -- putting it all together
Self-Study		Format: On-Demand	14.5 CPE	Add
New COSO Enterprise Risk Management (Certificate Program) (JI167300)Governance and culture Strategy and setting objectives Performance Review and revision *Information, communication and reporting
Self-Study		Format: On-Demand	13.5 CPE	Add
New IFRS (Certificate Program) (JI167900)Fair value measurement Financial instruments Leases Revenue recognition Joint arrangements Business combinations Foreign currency Income taxes Intangible assets Inventories *Investment property
Self-Study		Format: On-Demand	27 CPE	Add
MBAexpress: Insightful Financial Analysis (Self-Study) (JI16NOC)The financial analysis process Corporate overview Industry analysis Business strategy Ratio analysis Cash sufficiency DuPont analysis Horizontal and vertical analysis *Continuity plan
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Latest in Leadership (Self-Study) (JI17NOC)The principles of improvisation are: respect, support, trust, listen, focus, adapt Team building Leadership attributes Leadership styles
Self-Study		Format: On-Demand	1 CPE	Add
New Blockchain Fundamentals for Accounting and Finance Professionals (Certificate Program) (JI188140)Blockchain evolution and technology concepts Using and securing cryptocurrencies Benefits, values and opportunities of blockchain Risks and challenges of blockchain Blockchain trends Permissioned ledgers and other solutions Transactions and smart contracts The blockchain landscape *Blockchain process and technical controls
Self-Study		Format: On-Demand	16 CPE	Add
New Data Analysis Fundamentals (Certificate Program) (JI188310)The business impacts and disruptive potential of organizational data Basic concepts behind different types of data and how they're used The job roles and duties associated with data analytics The life cycle of organizational data and how to manage it A vocabulary for evaluating and communicating in data practice Exposure to and demonstrations of tools used for managing and analyzing data Common obstacles and hurdles to effectively leveraging data in an organization How to tie data to business requirements and build business cases
Self-Study		Format: On-Demand	10 CPE	Add
New Application of Data Analysis Essentials (Certificate Program) (JI188320)The nature and types of different variables in data sets and how to use them Fundamental statistical concepts for working with data Characteristics of data that can be used for conducting analysis Basic calculations for analyzing and discovering useful insights from data sets How to understand and calculate probability from a data set Different types of distribution and how they can be used Guided exposure to the open source R platform and its analytics capabilities Practical case study exploring how statistical analysis can be used in a common fraud detection scenario *Examples and practice exercises throughout the program to reinforce what you learn
Self-Study		Format: On-Demand	15 CPE	Add
New Data Analytics Modeling (Certificate Program) (JI188330)Defining value and tying analytics to value-driven business cases Understanding the characteristics of data and how they can be leveraged to gather insights from information Identifying project constructs for data analytics Identifying different types of data with which analysts will be expected to interact Profiling data for accurate analysis initiatives Understanding tool capabilities for working with data Cleansing data with appropriate tools to increase analytics accuracy Managing data quality and integrity Extracting, transforming and loading data Implementing a data warehouse Managing the data life cycle Creating and using different types of data models *Tools for working with both structured and unstructured data
Self-Study		Format: On-Demand	14 CPE	Add
New Forecasting and Predictive Analytics (Certificate Program) (JI188340)Predictive analytics techniques Forecasting with data models Finding relationships in data Bivariate and multivariate linear regression K-nearest neighbors (KNN) classification Clustering Decision trees Training models
Self-Study		Format: On-Demand	15 CPE	Add
New Data Visualization (Certificate Program) (JI188350)Communicating insights from data Making decisions from data Ways to visualize data Design principles for visualizing data Setting up business intelligence in organizations Components of BI platforms *How underlying data architecture affects reporting and predictive analytics techniques
Self-Study		Format: On-Demand	10 CPE	Add
New Robotic Process Automation Fundamentals for Accounting and Finance Professionals (Certificate Program) (JI188710)What robotic process automation (RPA) is The business value of RPA RPA applications and cases that make the most sense Decision criteria and steps needed to build a business case Considerations, risks and challenges to implementing RPA Governance and controls considerations for a digital workforce Accounting, finance and organizational impact of RPA How RPA might affect an audit *Future of RPA and automation trends, with a focus on intelligent process automation (IPA)
Self-Study		Format: On-Demand	16 CPE	Add
MBAexpress: Masterful Marketing (Self-Study) (JI18NOC)Determine what lead generation method would work the best for their business Recognize that you are in the people business first and it is people who create the relationships that that drive revenue *Discuss the differences between the various social media platforms
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Nuances of Negotiating (Self-Study) (JI19NOC)N/A
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Basics of Business Law (Self-Study) (JI1NOC)Corporate Management Employee Handbook Intellectual Property Contract Law *Contract Components
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Presenting Numbers for Impact (Self-Study) (JI21NOC)Presentation Tips Providing context with your numbers Tables and charts Using visuals Formatting your information WIFM
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Performance Management (Self-Study) (JI22NOC)Key Elements of Developing People Setting Performance Goals Steps Employee Motivation Elements Formal vs. Informal Compensation
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Powerful Presentation Skills (Self-Study) (JI23NOC)Using visualization Practice is essential Positive energy Slide count calculation A speech versus an experience Fear of questions Know your audience Communication styles Turn off the adrenaline The power of a pause
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Risk Management (Self-Study) (JI24NOC)5 Business Risk Truths Risk Assessment Approaches (SWOTS & PESTLES) *Risk Evaluation
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Smarter Decision-Making (Self-Study) (JI25NOC)Decision-making bias Decision-making styles Solving problems Brainstorming and brainswarming
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Strategy for Success (Self-Study) (JI26NOC)Simon Sinek - "Start with why" 5 Step Backcasting Process *Good & Bad Mission Statements
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Success with Social Media (Self-Study) (JI27NOC)Forms of Social Media Business Benefits *Getting Started in Social Media
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: The Art of Effective Writing (Self-Study) (JI28NOC)Formatting words for readability Making your point Active versus passive writing Choosing words for understandability Using emoticons and punctuation Bad writing examples
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Teamwork and High Performance Teams (Self-Study) (JI29NOC)Illustrate the principles of improvisation and how they relate to building high performance teams Demonstrate the positive effects of replacing "Yes But" with "Yes And"
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Business Benefits of Sustainability (Self-Study) (JI2NOC)Triple Bottom Line: Economy, Society, Environment Bottom Line Impact of Sustainability Creating a green team Monitoring success
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Networking - Building a Stronger Professional Network (Self-Study) (JI30NOC)Types of Networks Types of Influential People Building Your Network Clique versus entrepreneurial networks Volunteerism
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Best Practices for Better Budgeting and Planning (Self-Study) (JI3NOC)Budgeting Best Practices SWOT Analysis The 80/20 rule Common budget problems Rolling forecasts Spontaneous assets and liabilities The effects of bad data Contingency opportunities
Self-Study		Format: On-Demand	1 CPE	Add
Cybersecurity Readiness Assessments (Self-Study) (JI4CSAE)Apply knowledge of an effective cybersecurity risk management program to analyze a client's program and conduct a readiness assessment. Differentiate the various frameworks available (e.g., NIST, ISO, TSC, and/or hybrid) and apply which is better as well as when/how to use it. Apply tests to client's cybersecurity controls and other risk management activities based on existing frameworks Identify client recommendations for improvements based on readiness/assessment procedures.
Self-Study		Format: On-Demand	6 CPE	Add
Financial Forecasting: Planning for Success (Self-Study) (JI4FFMD)Overview of the forecasting process The basic forecasting model Techniques used to forecast sales A case analysis on working capital planning Forecasting the company's capital structure Projecting the income statement and balance sheet
Self-Study		Format: On-Demand	2 CPE	Add
Financial Statement Reporting: Tackling Complex Disclosures (Self-Study) (JI4FSCD)Financial statement disclosure Fair value disclosures Accounting changes and error correction Subsequent events
Self-Study		Format: On-Demand	3.5 CPE	Add
Health Care Reform Act: Critical Tax and Insurance Ramifications (Self-Study) (JI4HCRA)Employer's shared responsibility payment Health Insurance Premium tax credit eligibility and calculations ACA Employer penalties for non-compliance IRS employer and insurer reporting requirements Small business tax credit for providing health insurance The Small Business Health Options Program (SHOP) Exchange
Self-Study		Format: On-Demand	3 CPE	Add
Reviewing Individual Tax Returns: What Are You Missing (Self-Study) (JI4ITRM)Time Share Properties Home Office Hobby Losses Margin Interest Self Employed Health Insurance Business Start-Up Costs Depreciation Unreported Income Shared Responsibility Payments Schedule C Like-Kind Exchanges Self-Employment Tax Section 1202 Stock Charitable Contributions of Property
Self-Study		Format: On-Demand	4.5 CPE	Add
Analyzing Costs, Productivity, and Efficiency: Three Ways to Boost Your Bottom Line (Self-Study) (JI4PYPL)Profit leaks and ways to identify and prevent them Characteristics of a successful profit leak prevention program How an organization's culture affects employee interest in detecting and preventing profit leaks Analyzing cost drivers Using feedback to improve productivity Tools to eliminate profit leaks *Ways to improve internal processes to maximize effectiveness
Self-Study		Format: On-Demand	6.5 CPE	Add
MBAexpress: Balanced Scorecard (Self-Study) (JI5NOC)Discuss in depth the four perspectives of the balanced scorecard (financial, customer, business process, learning & growth) Articulate the value that a balanced scorecard brings to an organization *Discuss the value of identifying a small number of strategic objects for each perspective
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Creativity & Innovation (Self-Study) (JI6NOC)Creativity methods for generating ideas quickly Breaking through mental barriers Brainstorming Innovation *Using the creative side of your brain
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Communication in the Workplace (Self-Study) (JI7NOC)?Characteristics, strengths, and weaknesses of personality styles ?Connecting with personality styles ?Audience demographics
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Effective Change Management (Self-Study) (JI8NOC)Different personality traits and how they might react during a time of change The five change management principles Kotter's 8 step change model Who Moved My Cheese *Adaptive change as described by Jim Collins concept of the Big Hairy Audacious Goal (BHAG)
Self-Study		Format: On-Demand	1 CPE	Add
MBAexpress: Excellent Customer Service (Self-Study) (JI9NOC)Internal vs. external customer service Servicing customers well *Customer needs and wants
Self-Study		Format: On-Demand	1 CPE	Add
Advanced Controller and CFO Skills (Self-Study) (JIACCS)Isolate the critical skills and attitudes to be effective in the future Become an effective coach Development of measurable missions and strategies Aligning a firm’s strategies with its internal reporting system Selling ideas and generating "buy-in" from others Recognition of and response to the need for constant change and adaptation *Developing a tailored action plan suitable to specific needs
Self-Study		Format: On-Demand	8.5 CPE	Add
Advanced Topics in a Single Audit (Self-Study) (JIADUG)Planning the compliance audit and other risk assessment considerations Required elements of the schedule of expenditures of federal awards Major program determination process, including clusters and loans/loan guarantees Considerations when assessing and evaluating internal controls over compliance Audit sampling Evaluating and reporting on applicable compliance requirements related to compliance testing Considerations for pass-through entities Advanced audit reporting issues
Self-Study		Format: On-Demand	9.5 CPE	Add
Audits of 401(k) Plans (Self-Study) (JIAFKP)Background of 401(k) audits Audit planning and pre-engagement activities Internal control considerations Auditing the statement of net assets available for benefits Auditing the statement of changes in net assets available for benefits Other auditing considerations The auditor's report Financial statement disclosures *Supplemental schedules
Self-Study		Format: On-Demand	12 CPE	Add
Annual Tax Update: Corporations & Pass Through Entities (Self-Study) (JIATCP)Legislative developments, regulations issued, and recent IRS rulings and guidance for the following: IRS rulings, procedures and notices for the last year Court cases settled in the last year that provide tax return guidance IRS administrative issues, compliance, and new forms Pass-Through Entities and Passive Activities Depreciation and Amortization Retirement Plans and Fringe Benefits Corporate Income, Deduction, Gains, and Losses *Accounting Methods and Periods
Self-Study		Format: On-Demand	12 CPE	Add
Walkthrough of the Trust Services Criteria (Self-Study) (JIATSC)Components of a system Trust services criteria
Self-Study		Format: On-Demand	4 CPE	Add
Fundamentals for Performing a Single Audit under the Uniform Guidance for Federal Awards (Self-Study) (JIBAUG)Fundamentals of a compliance audit performed under the Uniform Guidance Identifying federal awards Pass-through entities and subrecipients Schedule of expenditure of federal awards Determination of major programs Using the compliance supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance Testing compliance Reporting requirements of a single audit
Self-Study		Format: On-Demand	8 CPE	Add
Blockchain for Supply Chain (Self-Study) (JIBLSC)Blockchain overview Blockchain implementation Supply chain GDPR with blockchain Blockchain public and private networks in regard to physical supply chain automation, digital goods, and vendor management The role smart contracts play in supply chain blockchain networks Focusing on determining appropriateness of blockchain to a solution Regulatory issues that impact blockchain implementations
Self-Study		Format: On-Demand	4.5 CPE	Add
Construction Contractors: Accounting, Auditing and Tax (Self-Study) (JICAAT)Contract accounting Contractor financial statements Working with a surety Audit planning and procedures Long-term contracts Tax accounting for construction contractors *Taxation for small to large contractors
Self-Study		Format: On-Demand	13 CPE	Add
Challenges of Implementing the New Not-for-Profit Financial Statement Standard (Self-Study) (JICINFPS)*FASB ASU No. 2016-14
Self-Study		Format: On-Demand	2.5 CPE	Add
Audit Workpapers: Documenting Field Work (Self-Study) (JICL4DFW)Essential components of a workpaper Preparing and maintaining workpapers Different types of workpapers Documenting audit tests Working paper critique Improving working paper technique
Self-Study		Format: On-Demand	2.5 CPE	Add
Audit Workpapers: Reviewing Field Work Documentation (Self-Study) (JICL4FWD)"Nuts and bolts" of working papers Conducting the review of working papers Common shortcomings of working papers Reviewing analytical procedures
Self-Study		Format: On-Demand	1.5 CPE	Add
Fraud and Cash Receipts: Common Frauds and Internal Controls (Self-Study) (JICL4RCR)Frauds caused by fraudulent financial reporting Common fraud risks within the revenue and cash receipts processes Analysis of controls for effectiveness and efficiency Estimating the cost-benefit of correcting a control weakness *Control implementation ideas
Self-Study		Format: On-Demand	4.5 CPE	Add
Protecting Your Client and Your Firm from Tax Return Identity Theft (Self-Study) (JICL4TRF)The impact on practitioners when a data breach occurs Types of identity theft Obtaining the victim's information Tools used in identity theft investigations Finding identifying information on the Internet Investigating identity theft *Detecting and preventing identity theft
Self-Study		Format: On-Demand	4.5 CPE	Add
Transforming Your Role as Controller to Business Partner (Self-Study) (JICOBP)Leadership vs. management Business and strategic planning processes Lean management techniques and processes Recruiting, retaining and developing employees Project and change management Communications, listening and presentation skills Business strategy and the controller Application of best practices in the accounting department
Self-Study		Format: On-Demand	12 CPE	Add
Cybersecurity Advisory Services: Readiness Assessment Deep Dive (Self-Study) (JICSAE)Cybersecurity risks to businesses and firms Different cybersecurity controls frameworks (i.e., NIST, ISO, TSC, etc.) Elements of a cybersecurity risk management Internal controls and other risk management activities Client recommendations in a readiness assessment Client service opportunities
Self-Study		Format: On-Demand	10.5 CPE	Add
Walkthrough of the Description Critieria (Self-Study) (JICSDC)An overview of a cybersecurity risk management program The importance of the cybersecurity risk management program reporting framework *The cybersecurity description criteria and related implementation guidance
Self-Study		Format: On-Demand	3 CPE	Add
Analytics and Big Data for Accountants (Self-Study) (JIDAAN)Evidence-based techniques for finding or generating data, selecting key performance indicators, isolating program effects Relating data to return on investment, financial values, and executive decision making Data sources including surveys, interviews, customer satisfaction, engagement, and operational data Visualizing and presenting complex results
Self-Study		Format: On-Demand	6.5 CPE	Add
Documenting Your EBP Audit: What You Need to Know (Self-Study) (JIEBPD)Audit planning Documenation best practices for the statement of net assets available for benefits Key audit areas in the statement of changes in net assets available for benefits Participant data and participant accounts *Initial audits, plan mergers, and other issues
Self-Study		Format: On-Demand	10.5 CPE	Add
Auditing Employee Benefit Plans (Self-Study) (JIEBPE)Plan types including 401(k), defined contribution, defined benefit, health and welfare, and employee stock ownership plans (ESOPs) GAAP vs. ERISA reporting requirements Recent developments Filing and audit requirements Planning the audit and assessment of risks Prohibited transactions Overview of tax compliance Internal control unique to employee benefit plans
Self-Study		Format: On-Demand	13 CPE	Add
Form 990: Mastering its Unique Characteristics (Self-Study) (JIEOF990)Program Service Accomplishments and Reporting Changes Reporting on Managers and Their Compensation Reporting on Governance Further Disclosures Specific to an Entity's Circumstances (Core Form 990 Part IV Delineating Additional Schedules Required) Financial Information Reporting Sequencing and Completing the Return Board of Directors Discussion of Form 990 Related Organizations Transactions With Interested Persons Form 990's Common Schedules *Other IRS Filings and Tax Compliance
Self-Study		Format: On-Demand	14.5 CPE	Add
Advanced Excel: Practical Applications for Accounting Professionals (Self-Study) (JIEXPF)Advanced PivotTables External data ranges (ODBC) Visual basic: macros and user defined functions Digital workpapers Securing worksheets and workbooks Named ranges Vlookup() and related functions that Nest Offset(), Text(), Match() IF function and other efficiency gains *Encryption and data validation
Self-Study		Format: On-Demand	5 CPE	Add
Forensic Accounting: Fraudulent Reporting and Concealed Assets (Self-Study) (JIFAFR)Role of the forensic accountant Development of the engagement agreement Common fraud scams Sources for corroborating data Testifying as an expert Analytical and investigative techniques Approaches to detect under/overvalued assets Development of a written report
Self-Study		Format: On-Demand	5 CPE	Add
U.S GAAP: Review for Business and Industry (Self-Study) (JIFASBI)The financial reporting environment Summary of recent FASB releases Financial accounting and reporting topics affected by guidance recently issued or effective in the near term (such as leases, revenue recognition, and going concern) Review of significant accounting and reporting topics and associated practice issues
Self-Study		Format: On-Demand	9 CPE	Add
Fundamentals of Governmental Accounting and Reporting (Self-Study) (JIFGAC)The governmental environment and GAAP Fund accounting and the financial reporting model Budgeting MFBA Revenues and expenditures Governmental, proprietary, and fiduciary funds Government-wide financial statements CAFR Special purpose governments *Deferred outflows of resources and deferred inflows of resources
Self-Study		Format: On-Demand	5 CPE	Add
Credit Impairment - Financial Instruments: Mastering the New FASB Requirements for the Allowance for Credit Loss (Self-Study) (JIFIIN)Current expected credit loss history Measuring expected credit losses Bond and equity portfolios Current expected credit loss models *Presentation and disclosure requirements
Self-Study		Format: On-Demand	6.5 CPE	Add
New Accounting and Reporting for Not-for-Profit Organizations (Self-Study) (JIFSNPO)Financial statement presentation, including FASB's financial reporting standard Statement of activities Statement of financial position and statement of cash flow Note disclosures Contribution concepts Functional expense and allocation of costs Endowments Operating versus non-operating Split interest agreements and beneficial trusts Agency transactions Programmatic investments Common financial statement mistakes
Self-Study		Format: On-Demand	3.5 CPE	Add
Governmental Accounting and Auditing Update (Self-Study) (JIGAU)Federal government activities Accounting standards updates GASB activities Auditing Standards Board (ASB) Clarity Project *Key changes in audit requirements resulting from the ASB Clarity Project
Self-Study		Format: On-Demand	8 CPE	Add
Governmental and Not-for-Profit Annual Update (Self-Study) (JIGNAU)Federal government activities Accounting standards updates ASB Clarity Project AICPA activities and emerging issues related to not-for-profit entities FASB activities GASB activities
Self-Study		Format: On-Demand	11 CPE	Add
Introduction to Business Valuation (Self-Study) (JIIBV)Users and practitioners of business valuations Business valuation standards Items necessary to prepare an engagement letter Appraisal principles and theory Developing forecasts for business valuations The market approach to valuation The asset-based approach to valuation The income approach to valuation Premiums and discounts to valuation Preparing a valuation report
Self-Study		Format: On-Demand	17 CPE	Add
Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors (Self-Study) (JIICDAD)Fundamental components and principles of internal control Integrated framework Management responsibilities vs. auditor responsibilities Common significant accounting processes Fraud risks for major classes of transactions Tools and techniques used for internal control documentation Estimating the cost and benefit of remedying a control weakness The seventeen principles contained within the COSO Internal Control - Integrated Framework underlying each component of internal control
Self-Study		Format: On-Demand	6 CPE	Add
1040 Tax Return Workshop (Self-Study) (JIIITW)The Tax Cuts and Jobs Act of 2017 and new developments Health insurance tax credit and other tax credits Dividends, interest and planning opportunities Compensation issues, deferred plans and fringe benefits Distributions from IRAs and other qualified plans Gross income exclusions Passive losses Vacation homes, home offices and bad debts Travel and entertainment Depreciation and amortization Gain and loss recognition and basis rules Property transactions: capital gain vs. ordinary income Self-employed health insurance, alimony and other adjustments to income Itemized deductions *Tax computations and tax credits
Self-Study		Format: On-Demand	24 CPE	Add
Independence (Self-Study) (JIIND)Detailed explanations of the revised AICPA code and conceptual frameworks Section on affiliates of audit clients *Complete coverage of the Yellow Book, including the new conceptual framework
Self-Study		Format: On-Demand	4.5 CPE / 4.5 Ethics	Add
Revenue Recognition: Mastering the New FASB Requirements (Self-Study) (JIINRR)Background, purpose, and main provisions of the new standard Transition guidance 5-step process for recognizing revenue Disclosure requirements *Implementation guidance -- contracts, tax matters, internal controls, IT
Self-Study		Format: On-Demand	6 CPE	Add
Applying the Uniform Guidance for Federal Awards in Your Single Audit (Self-Study) (JIINUG)Schedule of expenditures of federal awards Determining major programs Understanding, assessing and testing internal control over compliance Testing compliance with laws and regulations and direct and material compliance Auditor's reports Program-specific audits Administrative requirements and cost principles
Self-Study		Format: On-Demand	10.5 CPE	Add
Employment Law Update (Self-Study) (JILAWU)Employment issues related to social media, e-device and BYOD, internet use, and website contents Wrongful termination, at-will employment, constructive discharge and retaliation Age, race/national origin, sex, gender, sexual orientation, genetic, religious, disability, and other forms of discrimination Dealing with whistleblowers in all types of organizations Wage and hour issues and immigration/undocumented workers Using mediation and arbitration to resolve employment disputes Family Medical Leave Act, Fair Labor Standards Act, HIPAA, COBRA, ERISA, and more When and why some employers are hit with multimillion dollar verdicts in favor of former employees Noncompete, nondisclosure, and nonsolicitation agreements, and what works Key trends in recent employment cases and legislation *Federalism
Self-Study		Format: On-Demand	6 CPE	Add
Leases: Mastering the New FASB Requirements (Self-Study) (JILEAS)Lease classification Amortization of the lease asset Derecognition of the underlying asset Recognition of lease receivables
Self-Study		Format: On-Demand	8 CPE	Add
Not-for-Profit Financial Reporting: Mastering the Unique Requirements (Self-Study) (JINFPF)*ASU No. 2016-14
Self-Study		Format: On-Demand	5 CPE	Add
Nexus Update: Latest Developments in State Income, Franchise and Sales Taxes (Self-Study) (JINXUP)Nexus and the U.S. Constitution Public Law 86-272 Nexus from Property located in a State Nexus provided by Employees in a State Nexus without a Physical Presence Nexus from Third-Party Activities in a State Determining Nexus The history of Nexus issues, including court cases and the new "expanded views" that states are taking Latest developments in internet sales and aggressive law changes in certain states to collect sales tax from this group Planning opportunities to avoid nexus *Alternatives available once a client has determined that they have nexus in a state
Self-Study		Format: On-Demand	7.5 CPE	Add
Public Company Update: SEC, PCAOB and Other Developments (Self-Study) (JIPCOU)SEC guidance that could directly affect your company, management and auditors PCAOB firm registration, audit standards, and auditor regulation developments Actions by the AICPA Center for Audit Quality SEC Regulations Committee and others *Emerging issues, trends, and new resources
Self-Study		Format: On-Demand	6 CPE	Add
Professional Ethics: 2019 Update and Refresher (Self-Study) (JIPEUPDA)Ethics in the Accounting Profession Revisions to the AICPA Code of Professional Conduct Independence Rules GAO Yellow Book changes
Self-Study		Format: On-Demand	2 CPE / 2 Ethics	Add
AICPA Peer Review Must-Select Industry Update: Employee Benefit Plans (Self-Study) (JIPREBP)Peer Review Enhanced Oversight Program Non-conforming engagement identification and peer review checklist considerations Case studies Resources and tools
Self-Study		Format: On-Demand	2.5 CPE	Add
AICPA Peer Review Must-Select Industry Update: Governmental - Government Auditing Standards (Self-Study) (JIPRGAS)The Uniform Guidance Yellow Book Common matters noted in peer reviews AICPA enhanced oversignt program: single audit findings Non-conforming engagemement identification Resources and tools for auditors
Self-Study		Format: On-Demand	3 CPE	Add
AICPA Peer Review Update Course (Self-Study) (JIPRUC)PRIMA Enhanced Oversight Program The most common issue encountered in the Enhanced Oversight Program: documentation Quality control considerations Systemic causes and remediation of non-conforming engagements Differences between the closing meeting and exit conference *Common reporting issues
Self-Study		Format: On-Demand	2.5 CPE	Add
Applying Professional Skepticism in an Audit (Self-Study) (JIPSKEP)Professional skepticism Professional judgment Judgement framework Fraud triangle
Self-Study		Format: On-Demand	4.5 CPE	Add
AICPA's Annual Federal Tax Update (Self-Study) (JIPTU)IRS rulings, procedures and notices for the last year Court cases settled in the last year that provide tax return guidance IRS administrative issues, compliance, and new forms Individual Income, Deductions, and Business Activities Pass-Through Entities and Passive Activities Depreciation and Amortization *Retirement Plans and Fringe Benefits
Self-Study		Format: On-Demand	11.5 CPE	Add
Risk Assessment Deep Dive: How to Avoid Common Missteps (JIRAEAQ)Misconceptions that are leading to non-compliance with AU-C Sections 315 and 330 related to the following: Understanding the entity and its environment, including internal control Assessing the risks of material misstatement *Performing audit procedures in response to assessed risks
Self-Study		Format: On-Demand	3.5 CPE	Add
Reviewing Pass-Through Tax Returns: What Are You Missing? (Self-Study) (JIRPTR)Form 1120S Form 1065 Schedules K and K-1 Schedules M-1 and M-2 Form 4562 Form 4797
Self-Study		Format: On-Demand	11.5 CPE	Add
Real-World Business Ethics (Self-Study) (JIRWBE)Analysis of ethical requirements and considerations Fact patterns from situations faced by CPAs in public practice Special ethical issues in select reporting and disclosure areas: off-balance sheet financing, related party transactions, revenue recognition, materiality, loan and lease loss reserves, restructuring charges, and independence Key issues in civil and regulatory actions Effect of changes in disciplinary procedures and oversight SEC enforcement proceedings and their implications
Self-Study		Format: On-Demand	13.5 CPE / 13.5 Ethics	Add
Studies on Single Audit and Yellow Book Deficiencies (Self-Study) (JISAYB)Engagement letters Management representation letters Yellow Book continuing professional education Auditor independence Schedule of expenditures of federal awards Determination of major programs Audit sampling in a compliance audit Audit findings Documentation Reporting requirements of a single audit
Self-Study		Format: On-Demand	5 CPE	Add
SEC Reporting (Self-Study) (JISECR)Overview of going public and the function of the SEC Review of regulations S-X and S-K and significant SEC guidance Actual filings of publicly-traded companies Latest SEC developments and hot buttons
Self-Study		Format: On-Demand	18.5 CPE	Add
Annual Update for Controllers (Self-Study) (JISKSB)Leading-edge financial management tools and techniques New issues in treasury management and controllership Excel tips and techniques Current trends in leading and developing staff to increase productivity and profitability Annual Economic Update Current trends in social media
Self-Study		Format: On-Demand	9.5 CPE	Add
Upcoming Peer Review: Is Your Firm Ready? (Self-Study) (JISNPR)What to do between reviews to maintain a quality control environment and continually prepare for the next review Common engagement deficiencies and how to prevent them Selection process--the peer reviewer and the review year-end Quality control standards overview What you need to assemble for your reviewer Peer review wrap-up expectations *Solutions to common quality control issues
Self-Study		Format: On-Demand	4 CPE	Add
Annual Update: Top Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs (Self-Study) (JITGNP)Current GASB developments Audit issues related to GASB developments Recent GASB pronouncements and their impact on accounting and reporting Top advice from the AICPA's Technical Hotline and the GASB Technical Inquiry System
Self-Study		Format: On-Demand	8 CPE	Add
Taxation for Individuals Living Abroad and Foreign Nationals Living in the U.S. (Self-Study) (JITILA)Determining residency - resident and nonresident aliens Sourcing of income Taxation of nonresident aliens Taxation of dual-status individuals Taxation of employees of foreign governments and international organizations Tax treaties Taxation of foreign investment in U.S. real property interests International assignment compensation packages Section 911 exclusions Foreign tax credit Totalization agreements FinCEN Form 1114 and Form 8938
Self-Study		Format: On-Demand	7.5 CPE	Add
Annual Tax Update: Individuals and Sole Proprietors (Self-Study) (JITSUI)Latest tax legislation, court rulings, and IRS pronouncements related to individuals and sole proprietors Practical return preparation tips Latest developments for pass-through entities that affect Schedule C and Schedule E Tax-saving ideas Unique insights into new planning strategies Latest IRS rulings impacting individuals DOMA, same sex marriage, and its impact on taxes Latest developments on estates, gifts, and trusts *Depreciation and amortization
Self-Study		Format: On-Demand	11.5 CPE	Add
Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes (Self-Study) (JITTFS)Major financial statement frauds including, among others, corruption conspiracies regarding sales and other types of revenue, estimates, journal entries, and other accounts Major misappropriation of asset frauds including, among others, skimming, larceny, and embezzlement involving inventory, payables, and other accounts Ponzi and asset flip schemes Control implementation ideas *Risk factors in accordance with the revised authoritative guidance on fraud
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (JSDL1041)Classifying receipts between "income" and "corpus" under the Uniform Principal and Income ActCalculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expensesProper W-2 preparation and procedures in the year of deathTaxpayer passes before taking a required minimum distribution; what must be done?Forgetful fiduciaries of simple trusts Fluctuating trusts -- Simple one year, complex the nextDividing income in the year of death Overview of Subchapter J Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms
Self-Study		Format: Downloadable PDF	16 CPE	Add
Surgent's Review of Form 709: Gift Tax Return (Self-Study) (JSDL709R)* Form 709: gift tax reporting; the effect of the lifetime exclusion * Present interest versus future interest * The annual exclusion, what qualifies and how is it calculated* When are consenting spouses not required to file Form 709* What gifts are excluded from gift tax reporting* Adequate disclosure requirements and the statute of limitations * Proper gift tax reporting of front-end loaded Section 529 qualified tuition plans * The inclusion of up-to-date revised forms and references Calculation of unified credit and prior years credit re-calculationCalculation of additional credit for decedent spouses unused exemption (DSUE)
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's Current Issues in Accounting and Auditing: An Annual Update (Self-Study) (JSDLAAU4)Recently issued FASB Accounting Standards UpdatesRevenue recognitionLeasesFinancial instrumentsSSARS No. 21, Clarification and Recodification, and other recently issued SSARSRecently issued AICPA and PCAOB standards*Other important A&A practice matters
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Financial Reporting Update for Tax Practitioners (Self-Study) (JSDLAAUP)Recent standard setting and consulting activities at the PCC, FASB, ASB, and ARSCTax basis financial statements*SSARS No. 21, Clarification and Recodification, and other recently issued SSARS
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's A&A Hot Topics: Getting a Grasp on the Big Issues (Self-Study) (JSDLAAYR)New U.S. Accounting PrinciplesRevenue RecognitionLeasesRecent FASB updates related to financial instrumentsThe United States Securities and Exchange Commission (SEC) Hot TopicsCOSO's Updated Enterprise Risk Management FrameworkCurrent technology trends relevant to CPAsAuditing and Accounting Services Matters on the Radar
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Annual Accounting and Auditing Update (Self-Study) (JSDLACAU)Private company standard setting activitiesRecently issued FASB Accounting Standards Updates* Revenue recognition* LeasesOther items on the FASB's Technical AgendaRecently issued SASs and other AICPA and PCAOB activitySSARS No. 21, Clarification and Recodification and other recently issued SSARSAudit quality issues*Other important A&A practice matters
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Limited Liability Companies: Losses, Liquidations, Terminations, Continuations and Sales (Self-Study) (JSDLACL4)Partnership losses: when are they deductible? Death or retirement of a member or partner -- Understanding the alternatives Continuation and termination in the context of a merger or acquisition Sales of an LLC interest -- holding period and hot asset issues
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's S Corporations: Compensation and Redemptions (Self-Study) (JSDLACS4)Compensation planning in S Corporations, including limitations in a family-controlled business Use of redemptions *Estate planning for S Corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (JSDLACTL)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 transactionsDeath 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? 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*New: Section 199A, technical termination of partnership repealed, other issues under 2017 Act
Self-Study		Format: Downloadable PDF	10 CPE	Add
Surgent's Advanced Critical Tax Issues for S Corporations (Self-Study) (JSDLACTS)The Tax Cuts and Jobs Act of 2017Section 199A proposed regulations and Notice 2018-64 (including a Supplement of examples)Cases, rulings, and tax law changes affecting S Corporations Compensation planning in S Corporations, including limitations in a family-controlled business; self-employment tax issues Use of redemptions: still some advantages Planning for the liquidation of an S Corporation Tax issues for family ownership of S Corporation stock Impact of the tax on net investment income on sales of S Corporation stock Stock basis: Loss limitations, AAA, and distribution issues in depth Debt basis: what the regulations on back-to-back loans mean to investors Estate planning for S Corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance Built-in gains: the 5-year recognition periodS Corporation structuring: one class of stock Methods of accounting*Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates
Self-Study		Format: Downloadable PDF	10 CPE	Add
Surgent's Annual Accounting Update (Self-Study) (JSDLACU4)Private Company Standard Setting activitiesFASB Accounting Standards UpdatesRevenue recognitionLeases*Other important accounting matters
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Avoiding Audit Documentation and Engagement Wrap-Up Deficiencies (Self-Study) (JSDLADED)* Leverage the workpaper review process to ensure compliance with audit documentation standards * Emphasize the importance quality control monitoring to identify deficiencies in compliance with professional and regulatory standards * Suggestions to mitigate "real-life" audit report dating issues/concerns encountered by audit firms (e.g., issuing multiple audit reports with an appropriate audit report date, subsequent events identified after audit report date but prior to report release date, sufficiently fulfilling the document completion date requirements, management representation letter dating, evaluating the sufficiency of attorney's letter responses, etc.) * How Yellow Book and Single Audit standards influence general audit procedures and issuing audit reports
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's Accounting for Financial Instruments: FASB's New Guidance on Impairment, Hedging & Financial Assets and Liabilities (Self-Study) (JSDLAFI4)Key provisions of each of the FASB's new Updates related to financial instruments, dealing with recognition and measurement, impairment, and hedgingDifferences between the new accounting guidance and existing GAAP related to accounting for financial instrumentsChallenges when implementing the FASB's new guidance on financial instrumentsExamples of applying the new guidance to real-life situations
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's AICPA Update (Self-Study) (JSDLAICU)FRF for SMEsSSARS No. 21, Clarification and Recodification, and other recent ARSC UpdatesSSARS No. 22, Compilation of Pro Forma Financial Information Recent ASB activities and other auditing matters on the radar
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's Master Accounting for Income Taxes (Self-Study) (JSDLAIT4)The sources of deferred tax assets and liabilitiesCalculating the deferred tax asset or liabilityReporting income-tax expense and balance sheet itemsAccounting for the impact of the TCJA and other changes in tax law and ratesDefining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilitiesDisclosure requirementsRecent and proposed changes to the accounting and disclosure requirements for income taxes
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (JSDLANFP)Refining key planning and general auditing considerations to the not-for-profit environment Characteristics of not-for-profit financial statements that require special attention The auditor's consideration of fraud in auditing a not-for-profit entityAudit procedures to become comfortable with management's recording and reporting of contributions and promises to give Auditing how a not-for-profit entity gets from natural expenses to functional expenses Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements *Considerations related to Yellow Book and single audits
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under Section 754 and Related Provisions (Self-Study) (JSDLAPLW)Identify when an election to adjust basis will be available Determining when the basis adjustment must be made or may be made without an election Learn how to make the calculations to determine a step-up and allocate that step-up among partnership assets Examine practical examples dealing with a sale of a partnership interest and the effects of Section 734(b) Explore the alternatives to electing a basis adjustment Understand a distribution of property and when an inside basis adjustment can be considered Study examples dealing with sale of assets vs. sale of partnership interests and issues with hot assets Find out how to keep track of the "books" for tax preparers when the inside basis adjustment is made, and how to flow through adjustments through a tax return and K-1*Identify the changes to partnership tax law effected by the Tax Cuts and Jobs Act of 2017
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's ASU No. 2016-14: Not-for-Profit Financial Reporting (Self-Study) (JSDLASU4)Changes in the reporting of net assets and how they play out in the statement of financial position and the statement of activities How the reporting of functional and natural expense information has changed The new requirements related to providing liquidity and availability of financial assets information Changes to the statement of cash flows How the new contribution and revenue recognition requirements affect not-for-profits (e.g., the accounting for grants and contracts) How the new lease requirements will affect not-for-profits
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Annual Auditing Update (Self-Study) (JSDLAUU4)Recently issued SASs and Exposure DraftsSSARS No. 21, Clarification and RecodificationOther ARSC activities related to compilations and reviewsChanges brought by the issuance of SSAE No.18, Attestation Standards: Clarification and Recodification
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's S Corporation, Partnership and LLC Tax Update (Self-Study) (JSDLBCP4)Choice of entity issues: is the C Corporation more of a viable choice after tax reform? Will it become preferred?Impact of the Tax Cuts and Jobs Act on S Corporations and partnership entities including coverage of Section 199AImpact of the net investment income tax on the owners of pass-through entities Basis issues: at-risk, passive activities for partnerships and LLCsCoverage of the business tax changesA review of the key cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*Any late-breaking tax legislation
Self-Study		Format: Downloadable PDF	4 CPE	Add
The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Self-Study) (JSDLBCPE)Impact of the Tax Cuts and Jobs Act on S Corporations and partnership entities including coverage of Section 199ASelected Practice and Reporting Issues: What's new?A review of the key cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnershipsChoice of entity issues: is the C Corporation more of a viable choice after tax reform? Will it become preferred?Basis issues: at-risk, passive activities for partnerships and LLCsDebts between entity and the investors: open-account and written debt; defining bona fide debt for back-to-back loansImpact of the net investment income tax on the owners of pass-through entitiesAny late-breaking tax legislation*Review of the most important business tax cases, revenue rulings, PLRs, etc.
Self-Study		Format: Downloadable PDF	12 CPE	Add
Surgent's Federal Tax Update (Self-Study) (JSDLBFT4)Comprehensive update on major recently enacted tax law changes including the Tax Cuts and Jobs ActCoverage of the emerging flagship item of tax reform, Section 199A, and its alteration of pass-through taxation and planningRelevant state domicile issues which are quickly becoming a new source of practitioner profitHow the Code affects tax planning for individuals and businessesPractice aids, including all the numbers applicable for the current year - inflation-adjusted amounts, mileage rates, retirement contributions, and moreOther late-breaking tax law changes
Self-Study		Format: Downloadable PDF	4 CPE	Add
The Best Federal Tax Update Course by Surgent (Self-Study) (JSDLBFTU)New loss limitation rules applicable to NOLs and the ability to offset incomeReformed child tax creditRevised home mortgage interest deductionTreatment of state and local taxesRepeal of itemized deductions previously subject to 2% AGI floorSurvival of individual AMT with increased exemptionsReduction to 7.5% floor for medical itemized deductions in 2017 and 2018 onlyIRA recharacterization limitsMonumental changes to the treatment of alimony for both payor and payeeSection 1031 like-kind exchangesCarried interestNew deferral possibility for stock optionsReduction in the corporate tax rateCorporate AMT repealNew bonus depreciation rules and expansion of sec 179Expansion of number of taxpayers able to use the cash method of accounting30% business interest limitationNew rules on entertainment expenses, including mealsNew business credit for wages paid due to family and medical leaveDoubling of estate and gift tax exemption to $22.36M for a married coupleComprehensive coverage of the emerging flagship item of tax reform, sec 199A and its alteration of pass-through taxation and planningRelevant state domicile issues which are quickly becoming a new source of practitioner profitReview of pertinent cases and rulings affecting taxpayersPractice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*The latest issues related to any other late-breaking tax law changes
Self-Study		Format: Downloadable PDF	16 CPE	Add
Surgent's Individual Income Tax Update (Self-Study) (JSDLBIT4)New loss limitation rules applicable to NOLs and the ability to offset incomeReformed child tax creditRevised home mortgage interest deductionTreatment of state and local taxesRepeal of itemized deductions previously subject to 2% AGI floorSurvival of individual AMT with increased exemptionsReduction to 7.5% floor for medical itemized deductions in 2017 and 2018 onlyIRA recharacterization limitsMonumental changes to the treatment of alimony for both payor and payeeNew rules on entertainment expenses, including mealsCoverage of the emerging flagship item of tax reform, section 199A and its alteration of pass-through taxation and planningRelevant state domicile issues which are quickly becoming a new source of practitioner profitPractice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and moreThe latest issues related to any other late-breaking tax law changes
Self-Study		Format: Downloadable PDF	4 CPE	Add
The Best Individual Income Tax Update Course by Surgent (Self-Study) (JSDLBITU)New loss limitation rules applicable to NOLs and the ability to offset incomeReformed child tax creditRevised home mortgage interest deductionTreatment of state and local taxesRepeal of itemized deductions previously subject to 2% AGI floorSurvival of individual AMT with increased exemptionsReduction to 7.5% floor for medical itemized deductions in 2017 and 2018 onlyIRA recharacterization limitsMonumental changes to the treatment of alimony for both payor and payeeNew rules on entertainment expenses, including mealsDoubling of estate and gift tax exemption to $22.36M for a married coupleComprehensive coverage of the emerging flagship item of tax reform, section 199A and its alteration of pass-through taxation and planningRelevant state domicile issues which are quickly becoming a new source of practitioner profitReview of pertinent cases and rulings affecting taxpayersPractice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and moreThe latest issues related to any other late-breaking tax law changes
Self-Study		Format: Downloadable PDF	12 CPE	Add
Surgent's Partnerships and LLCs: Avoiding Common Pitfalls Facing Practitioners (Self-Study) (JSDLBTP4)Don't get caught watching the paint dryProfessional practice and reporting issues for all entitiesIRS battles against blind basisPernicious precedents in payroll penalties, enforcement activities are hotSo what is next with the Department of LaborCan I amend prior returns to correct an impermissible accounting method?LLCs and partnerships: mistakes in allocation of debt, fringe benefits, and unreimbursed expenses; oversight in not taking into account limitations at the entity level; and pension issuesBusiness issues and the significant tax problems in related party transactions*Eyeing big benefits for small business
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Key Partnership and S Corporation Tax Planning Strategies (Self-Study) (JSDLBTS4)Relevant changes from The Tax Cuts and Jobs Act of 2017 including the new Section 199A pass-through deductionLegislative developmentsBasis planning: at-risk and passive considerations Net investment income planningRelated party transactions: making them work Income splitting and shifting with family*Compensation for pass-through owners
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Key Considerations in Getting the Entity Selection Right (Self-Study) (JSDLCBE4)How tax reform, proposed and enacted, affects choice of entityComparing and contrasting the tax aspects of partnerships with sole proprietorships, S Corporations with partnerships, C Corporations with S Corporations, and partnerships with C Corporations, and limited liability companies with all other entities Tax considerations in the organization of an enterprise and the pitfalls to avoid Non-tax considerations Practical guidelines on what entity structure to use under various circumstances Impact of the manufacturers' deduction on choice of entity
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Getting the Choice of Entity Right: Tax Law, Strategy and Tactics (Self-Study) (JSDLCBES)Tax considerations in the organization of an enterprise and the pitfalls to avoid Non-tax considerations How income tax rates affect choice of entity Formation of a sole proprietorship, partnership, LLC, single-member LLC, S Corporation, and C Corporation Practical guidelines on which entity structure to use under various circumstances and relevant changes in the law Comparing and contrasting the tax aspects of partnerships with sole proprietorships, S Corporations with partnerships, C Corporations with S Corporations, and partnerships with C Corporations, and limited liability companies with all other entities Choice of entity in structuring real estate investments or a professional business Fringe benefits and retirement plans: which entities have special advantages Liquidations, dissolutions, and dispositions of a businessCase study explores the questions of related corporations*NEW: Tax rates under the 2017 Act, in particular, new Section 199A, which provides a deduction of 20%, in certain instances, to pass throughs such as LLCs and S Corporations
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Microsoft Excel 2016: Creating and Formatting Charts (Self-Study) (JSDLCF16)Identify chart elementsSelect an embedded Pie chart using Recommended Charts; select formatting options for the chartSelect a Clustered Column chart using the Quick Analysis feature; select formatting options for the chart Recognize how to preview and print chartsSelect methods to change the chart type and subtypeIdentify how to apply a predefined chart layout and chart styleRecognize ways to add, select, and format individual chart elementsSelect methods to add and remove data and change data orientationSelect Line with Markers, Stacked Area, exploded 3-D Pie, Pie of Pie, and Clustered Column-Line on Secondary Axis, Treemap, Sunburst, and Waterfall charts; identify ways to format the charts Recognize a Sparklines chart; identify formatting options for the chart*Identify ways to insert and format a picture and draw and format a shape on a chart
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Winning the Fraud Battle in the 21st Century: Prevention and Detection (Self-Study) (JSDLCFVV)Fraud's cost -- ACFE's Report to the Nations; Ancillary costsCurrent economy -- Microeconomics; AnalysesCOSO's Internal Control Framework -- Principle #1 -- Integrity/Ethics; Principle #8 -- Fraud Risk Assessment; Errors & Irregularities -- Does the auditor determine if fraud occurs?Power of morale -- Shrink the fraud triangle; MotivationDeviant workplace behaviorHistoric schemesWhy good folks go bad -- What studies indicate; Five interesting findings; Red flagsCombating fraud with controls*Fraud prevention checklists
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Complete Guide to Liquidation of Business Entities (Self-Study) (JSDLCGLB)Impact of the Tax Cuts and Jobs Act of 2017The unique planning opportunities and tax traps involved in the liquidation of a business entity Understanding installment sales and the big hurdles to favorable tax treatment in liquidation Filing Form 966: it's more important than you think An analysis of when liquidation is advisable -- now or later? Strategies to pursue in light of the tax rates on dividends and capital gains The special problems of liquidating Subchapter S Corporations Key planning issues and benefits in liquidating partnerships and limited liability companies
Self-Study		Format: Downloadable PDF	12 CPE	Add
Surgent's Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (JSDLCGPT)Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tipsFringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem ratesSpecial issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholdingStatutory employees, independent contractors, and possible changes to Section 530 reliefPenalties -- Who is a responsible person?Moving expenses and gross-up calculationsForm 941 issues and problems, such as disability benefits, tip income, and deceased employeesPension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributionsThe Electronic Federal Tax Payment System (EFTPS)Forms I-9, W-9, W-2, 1099, SS-8, and Form 940
Self-Study		Format: Downloadable PDF	16 CPE	Add
Surgent's Five Critical Issues That A&A Public Accountants Will Need to Face This Year (Self-Study) (JSDLCIA4)Accounting standards update: High-level rundown of major standards changes effective this year with a focus on practical implicationsCybersecurity and ID theft update: What all CPAs should know about the current threats and scams to keep their personal, firm, and client data secureMillennials in the workforceMetrics used to measure and manage CPA firm success*Avoiding professional liability risk on attest and nonattest services
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis (Self-Study) (JSDLCMT4)An introduction to special purpose frameworksAuthoritative and non-authoritative guidance used to prepare SPF financial statementsCommon issues in preparing SPF financial statementsCash basis and modified cash basis financial statementsIncome tax basis financial statementsThe AICPA's new special purpose framework -- FRF for SMEs(TM)
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Preparation and Compilation Engagements Under the SSARS (Self-Study) (JSDLCOM4)Relevant sections of SSARS No. 21, Clarification and RecodificationUpdates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24Comprehensive sample engagement work programs for preparation and compilation engagementsPrescribed form, specified line item, pro forma, and other engagement variationsComplete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagementsSSARS No. 21 implementation issues and peer review feedback
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Construction Contractors: Critical Accounting, Auditing and Tax Issues in Today's Environment (Self-Study) (JSDLCONS)Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industryUnique audit and review issues with construction contractors The unique relationship between the contractor and the surety Tax compliance issues facing construction contractors Going concern disclosures and their importance to the construction industryThe new lease FASB ASU and its impact on the construction industry
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Key COSO Concepts: Managing Risk to Achieve Your Business Objectives (Self-Study) (JSDLCOS4)Important elements of the 2013 COSO guidance and how they can be applied to manage threats to an entity's ability to achieve its objectives Key components of internal control per the COSO Internal Control - Integrated Framework, and the significant role each plays in the design and operating effectiveness of internal control over reliable financial reporting Evaluating design and implementation of an entity's design on internal controls, including impact on risk of material misstatement in financial statements Testing controls for operating effectiveness, including determining sufficiency and appropriateness of the nature, timing, and extent of control testing procedures Special considerations when using outside service organizations Key concepts of the Enterprise Risk Management that expands on internal control, providing a more robust and extensive focus of broader risk management
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Internal Controls That Matter: Managing Risk With the Updated COSO Framework (Self-Study) (JSDLCOSF)The evolution of internal controls theory and practice, including emerging guidance specific to smaller entitiesKey components of internal control per the COSO Integrated Framework, and the significant role each plays in reliable financial reportingKey concepts of the COSO Enterprise Risk Management Framework that expands on internal control, providing a more robust and extensive focus of broader risk management and alignment of strategy and enterprise-wide risk managementThe critical role of information technology (IT) controls in reliable financial reporting, including both general and application controls, and the latest on the AICPA Cybersecurity Risk Management FrameworkEvaluating the design and implementation of an entity's design on internal controls, focusing on smaller businesses, and the resulting impact on risk of material misstatement in financial statementsTesting controls for operating effectiveness and determining the appropriateness of the nature, timing, and extent of control testingConsiderations related to the use of outside service organizationsDifferentiating an auditor's responsibilities under various professional and regulatory standards*The financial statement auditor's responsibility for evaluating and communicating deficiencies in internal controls over reliable financial reporting
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Self-Study) (JSDLCRAU)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 ServicesSSARS No. 22, Compilation of Pro Forma Financial InformationSSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018Sample comprehensive engagement work programs for preparation, compilation and review engagementsReporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variationsOther communication requirements, such as sample engagement letters and management representation letters
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Compilation and Review Overview (Self-Study) (JSDLCROV)Objectives of financial statement preparation, compilation, and review engagementsSSARS No. 21, Clarification and RecodificationComponents and characteristics of financial statement preparation, compilation, and review engagementsAccepting and planning financial statement preparation, compilation, and review engagements*Overview of SSARS No. 22, Compilation of Pro Forma Financial Information, and SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services -- 2016
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's Guide and Update to Compilations, Reviews and Preparations (Self-Study) (JSDLCRU4)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 ServicesSSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018SSARS No. 22, Compilation of Pro Forma Financial InformationComprehensive sample engagement work programs for every level of SSARS No. 21 serviceComplete illustrations of engagement letters, management representation letter, reporting and other required communications for every level of SSARS No. 21 serviceQuality issues related to SSARS No. 21 engagements*Other current ARSC agenda items and projects
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Self-Study) (JSDLCST4)Overall landscape of the construction industryGAAP and recent changes affecting the construction industryThe new Revenue Recognition Standard and its impact on the construction industryThe unique relationship between the contractor and the surety*The new lease FASB ASU and its impact on the construction industry
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (JSDLDRF4)Fraud's cost: ACFE's Report to the Nations; Ancillary costs Current economy: Microeconomics; Analyses COSO's Internal Control Framework: Principle #1 - Integrity/Ethics; Principle #8 - Fraud Risk Assessment Power of morale: Shrink the fraud triangle; Motivation *Why good folks go bad: What studies indicate; Five interesting findings; Red flags
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Properly Evaluating the Design and Operating Effectiveness of Internal Controls (Self-Study) (JSDLEDIC)* Documenting an understanding of the design of internal control, including both entity-level and transactional-level internal controls * Identifying and evaluating key controls that significantly prevent or detect and correct risks of material misstatement due to fraud or error in a timely manner during the course of normal operations * Appropriately verifying that key controls have been implemented * IT control considerations, including general and application controls Service Organization Control Report special considerations Obtaining sufficient and appropriate of the operating effectiveness of internal controls for a control reliance strategy, when necessary or desirable * Impact of a control reliance strategy on the nature, timing and extent of substantive audit procedures * Comparing and contrasting the purpose and requirements related to tests of controls and tests of compliance in a Single Audit
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's The Essential Course for Preparing Not-for-Profit Financial Statements Under ASU No. 2016-14 (Self-Study) (JSDLENFP)Changes in the reporting of net assets and how they will play out in the statement of financial position and the statement of activitiesHow the reporting of functional and natural expense information is changingThe new requirements related to providing liquidity informationChanges to the statement of cash flowsCore not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and moreDeveloping issues related to revenue recognition and leases
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Microsoft Excel 2016: Getting Started (Self-Study) (JSDLEX16)Describe the Excel application and explain how it is usedStart Excel, describe the Start screen, and create a new workbookDescribe Excel window elementsOpen an existing workbookNavigate in a worksheetSelect in a worksheetChange Excel optionsAccess Excel help and use Key TipsClose a workbook and close ExcelSave a workbookInsert, reposition, select, delete and rename worksheetsEnter, edit and format cell contentsCreate formulasUse functionsApply Accounting and Percent Style formattingUse Flash Fill for data entryShow and hide worksheet elementsUndo and redo an actionWork in Normal view, Page Layout view and Page Break PreviewSet page setup options, preview, and print a worksheet
Self-Study		Format: Downloadable PDF	6 CPE	Add
Surgent's Microsoft Excel 365 and Excel 2019: Getting Started with Excel (Self-Study) (JSDLEX19)Lesson 1: identify ways to start Excel, recognize Excel Start screen elements including the Blank Workbook template, recognize Excel window elements, select Backstage view to open an existing workbook, identify worksheet navigation methods, select worksheet cells, rows, and columns, identify and select Excel user preferences, identify ways to get help in Excel, select methods to save and close a workbook, select methods to create a new workbook, select methods to close one or more workbooks, and select methods to close ExcelLesson 2: identify ways to insert, reposition, select, delete, and rename worksheets, recognize ways to enter, edit, and format cell contents, select ways to create formulas, identify functions, identify ways to apply Accounting and Percent Style formatting, and select Flash Fill for data entry*Lesson 3: identify ways to show and hide worksheet elements, select methods to undo and redo an action, recognize ways to switch between Normal view, Page Layout view and Page Break Preview, and select page setup options, preview and print options
Self-Study		Format: Downloadable PDF	6 CPE	Add
Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (JSDLEXI4)Criteria that the IRS uses to select returns for examinationWorker classification determinations on who is an employee and who is an independent contractorS Corporation officer's reasonable compensation issuesResponsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Hot IRS Tax Examination Issues for Individuals and Businesses (Self-Study) (JSDLEXIB)Prepare now and protect yourself from new audit examinations from the Net Investment Income Tax Schedule C and cash basis audit issues -- the IRS has gotten very tough Vehicles, meals, and entertainment, and fringe benefit documentationPassive losses and passive income: in-depth understanding of hot IRS audit examination areas What the IRS is looking at in businesses with loss histories Selected industry-specific issues, including construction, retail, food, bars, etc. Business consultants Post-audit: the 30-day letter and the 90-day letter -- what they mean to the taxpayer.
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Ethical Considerations In Your Tax Practice (Self-Study) (JSDLEXT4)* Who is a tax practitioner* What responsibilities does the Office of Professional Responsibility regulate* What limitations does the IRS place on fee arrangements* What duties does the practitioner have with respect to client records* What is a covered tax opinion* Under what circumstances does a legend protect a practitioner from a covered opinion* What limitations apply with respect to a written tax opinion* What sanctions may be applied for violations of Service imposed standards of conduct* Who is a tax return preparer* Who must be registered as a tax return preparer* What are the latest administrative regulations applicable to a tax return preparer* What are the education requirements* What is the difference between more-likely-than-not, substantial authority, realistic possibility, reasonable basis and a non-frivolous position* What Internal Revenue Code penalty provisions associated with positions taken an income tax return apply to taxpayers* What Internal Revenue Code penalty provisions associated with positions taken an income tax return apply to tax return preparers* What ethical considerations come into play under Circular 230 in connection with the conduct of a tax practitioner in connection with positions taken on an income tax return
Self-Study		Format: Downloadable PDF	4 CPE / 4 Ethics	Add
Surgent's Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (Self-Study) (JSDLFANG)The current GAAS requirements related to fraud found in AU Section 240, Consideration of Fraud in a Financial Statement AuditThe current Yellow Book requirements related to fraud and abuseCommon 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 governmentsRecent 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 fraudRecent 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 assetsTools for fraud prevention and detection
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide (Self-Study) (JSDLFAUR)Private company standard setting activitiesFASB Accounting Standards Updates (ASUs) relevant to smaller businessesRevenue recognition implementation guidanceLease accounting implementation guidanceOverview of recent FASB Updates on financial instrumentsOther important practice matters to practitioners who serve small and medium-size businesses, including cybersecurity and technology trends
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Microsoft Excel 2016: Working with Formulas and Functions (Self-Study) (JSDLFF16)Identify basic formula and function syntaxRecognize formulas pasted with relative referencesSelect status bar options and Sum (AutoSum) for quick calculationsRecognize formulas pasted with mixed or absolute referencesIdentify formula results pasted as valuesSelect worksheets for grouping and entering formulasSelect Formula AutoComplete to create formulas with 3-D referencesSelect buttons from the Function Library to insert functions in formulasSelect defined names as function argumentsSelect conditional formatting to formulas' resultsRecognize the Error Checking feature and the Trace Error icon; identify and correct common errorsSelect the Formula Auditing tools to trace a formula's precedent and dependent cellsIdentify and resolve a circular referenceSelect color-coded cell borders to correct a cell reference error in a formulaIdentify how to step through a nested formulaIdentify how to use the Watch Window and other tools to analyze, protect, and hide formulas
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Proven Controls to Steer You Clear of Fraud (Self-Study) (JSDLFFC4)Fraud's cost -- ACFE's Report to the Nations; Ancillary costsWhy good folks go bad -- What studies indicate; Five interesting findings; Red flagsCombating fraud with controlsFraud checklists
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Statement of Cash Flows: Preparation Guidance and Presentation Illustrations (Self-Study) (JSDLFLO4)FASB ASC 230, Statement of Cash FlowsThe indirect and direct methods for preparing the operating sectionOperating activities, investing activities, and financing activitiesDisclosure requirements and issues*Recent ASUs impacting the preparation of the statement of cash flows
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Recent Frauds Occurring in Not-for-Profit Entities and Governments (Self-Study) (JSDLFNG4)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
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Revenue Recognition, Leases and Financial Instruments: The FASB's "Big Three" (Self-Study) (JSDLFSBT)The FASB's comprehensive new revenue recognition standard, Topic 606, Revenue from Contracts with Customers, and recent updates to the standardThe new five-step principles-based revenue recognition model Revenue presentation, disclosures, and implementation guidance and illustrations Key differences between current U.S. GAAP and the new revenue recognition guidance The FASB's new ASU, Leases (Topic 842), including recent updates to the new guidanceOverall lease accounting guidance Lessee vs. Lessor accountingThe FASB's issued ASUs relating to financial instruments on recognition and measurement, impairment, and hedging
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's FASB Update: New and Recent Accounting Standards Updates (Self-Study) (JSDLFUPD)Recently issued FASB Accounting Standards UpdatesASC Topic 606, Revenue from Contracts with Customers*Recently issued Updates dealing with accounting for leases and certain financial instruments
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's Annual FASB Update and Review (Self-Study) (JSDLFUR4)Private company standard setting activitiesRecent FASB Accounting Standards Updates (ASUs)Revenue Recognition -- Topic 606, Revenue from Contracts with Customers, and its related updatesTopic 842, Leases*Other recently issued FASB Updates
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's How to Do a GAAS Audit (Self-Study) (JSDLGAAS)How today's GAAS is organized into seven facets of an audit (i.e., general principles and responsibilities; risk assessment and response to assessed risks; audit evidence; using the work of others; audit conclusions and reporting; special considerations; and special considerations in the United States)Key terminology used in the audit processImportant considerations, determinations and requirements that pertain to each of the seven facets of an auditHow the theory in today's GAAS translates to the real world*Answers to frequent questions that arise in the application of GAAS
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Latest Developments in Government and Nonprofit Auditing (Self-Study) (JSDLGAU4)The key changes and challenges contained in the revised Yellow Book Developing issues related to performing single audits under the OMB's Uniform Guidance for Federal Awards *Key AICPA developments affecting audits of governments and nonprofits and a special look at the role AU-C section 230, Audit Documentation, plays in governmental and nonprofit audits
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Self-Study) (JSDLGCA4)Pricing and costing strategiesExpense control that worksBetter credit decisionsFinancial risk analysisEnterprise risk managementUse and misuse of derivatives*Improving bank relationships and cash management
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Latest Developments in Government and Nonprofit Accounting (Self-Study) (JSDLGNA4)Prepare for the implementation of the new FASB ASU on nonprofit financial reporting (i.e., ASU No. 2016-14) while also developing a deeper understanding of the effects that the FASB ASUs on leases (i.e., ASU No. 2016-02) and revenue recognition (i.e., ASU No. 2014-09) will have on nonprofits in the years to comeRecent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (JSDLGNAA)The key changes and challenges contained in the revised Yellow BookDeveloping issues related to performing single audits under the OMB's Uniform Guidance for Federal AwardsKey AICPA developments affecting audits of governments and nonprofits and a special look at the role AU-C section 230, Audit Documentation, plays in governmental and nonprofit auditsRecent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions*Preparing for the implementation of the new FASB ASU on nonprofit financial reporting (i.e., ASU No. 2016-14) while also developing a deeper understanding of the effects that the FASB ASUs on leases (i.e., ASU No. 2016-02) and revenue recognition (i.e., ASU No. 2014-09) will have on nonprofits in the years to come
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (JSDLGPT4)Statutory employees, independent contractors, and possible changes to Section 530 reliefUsing SS-8Payroll 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
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Self-Study) (JSDLGSM4)Financial statement disclosures for small and medium-sized businessesBalance sheet, income statement, and statement of cash flows presentation and disclosure issuesDisclosure examples from all sized entities which you can use to base your disclosures onDeveloping disclosure issues, including disclosures related to the adoption of Topic 606
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Latest Developments in Governmental Accounting and Auditing (Self-Study) (JSDLGVAA)The key changes and challenges contained in the revised Yellow BookDeveloping issues related to performing single audits under the OMB's Uniform Guidance for Federal AwardsKey AICPA developments affecting audits of governments and a special look at the role AU-C section 230, Audit Documentation, plays in governmental auditsRecent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's From Hiring to Firing and Everything In Between: Health Care, Retirement and Fringe Benefit Tax Issues (Self-Study) (JSDLHCR4)ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and what is new in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Preparing for the mandate on employers and responding to the mandate on employees with respect to health care insurance *Qualified plan requirements: eligibility, coverage, and vesting
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's From Hiring to Firing and Everything In Between: Legal and Payroll Tax Issues (Self-Study) (JSDLHFE4)Hiring and firing issues: what questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee; and much moreEmployment contracts: an analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not workEmployment issues in the economy: telecommuters and other special situationsLegal liability issues: recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more*Statutory employees, independent contractors, and possible changes to Section 530 relief
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLCs (Self-Study) (JSDLHMB4)Applicable coverage of any basis considerations within the Tax Cuts and Jobs Act, or other recent tax legislation enacted before the presentationDiscuss a proposal for a yet to be developed new tax form, which calculates basis, designed to be attached to individual returnsHow Section 179 limitations affect basis and how the "tax-benefit" rule is applied S Corporations: Beware of final IRS regulations regarding "open debt" of S Corporations; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or does not apply to certain S Corporations; learn to apply the complex ordering rules and special elections that can have a big tax result; become aware of when you can have a taxable dividend in an S Corporation; understand distributions of cash and property and post-termination transition rules, and temporary new TCJA post-termination rules for eligible corporations*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; determine how to calculate basis under both Section 704 and for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; review Section 754 step-up in basis rules; and learn how TCJA cleans up the basis treatment of charitable contributions and foreign taxes paid
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Self-Study) (JSDLHMBI)Applicable coverage of any basis considerations within the Tax Cuts and Jobs Act, or other recent tax legislation enacted before the presentationDiscuss a proposal for a yet to be developed new tax form, which calculates basis, designed to be attached to individual returnsExecutor's new IRS form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?How Section 179 limitations affect basis and how tax-benefit rule is applied Basis implications of personal assets converted to business useHow to calculate basis of inherited qualified and joint tenancy propertyNew rules for NOLsS Corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S Corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S Corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary new TCJA post-termination rules for eligible corporations, which will be important for S Corps returning to C Corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, TCJA cleans up the basis treatment of charitable contributions and foreign taxes paid
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Tax Aspects of Home Offices and Vacation Homes (Self-Study) (JSDLHOVH)Mixed use of a residence: how deductions are limited in rental situationsHome office: qualification and calculationStrategies and planning for renting your principal residence instead of selling itWhy buying a vacation home can be a very smart investmentShould you rent or just use your vacation home? Opportunities and pitfallsRules for using like-kind exchanges on principal residences and vacation homesUnderstanding the tax rules for acquisition indebtedness and home equity indebtednessMaximizing your interest expense deduction in light of limitations in the tax code
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's How to Settle an Estate: An Overview (Self-Study) (JSDLHSEO)Process of estate administration, including the basics of creating the estate, the role of the executor, and how to probate a willSteps to take immediately upon the death of the decedent and the importance of inventorying the estate assetsProblems associated with the distribution of estate assetsUtilizing family settlement agreements
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's From Hiring to Firing and Everything In Between: Legal, Tax and Health Care Issues (Self-Study) (JSDLHTOF)Hiring and firing issues -- What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more Employment contracts -- An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work Employment issues in the economy -- Telecommuters and other special situations Legal liability issues -- Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more Fringe benefit issues -- COBRA, Family and Medical Leave Act, and what is new in health care Medical plans: who is a full-time employee?
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Properly Identifying, Evaluating and Documenting Results of Presumed Risk Assessment Audit Procedures (Self-Study) (JSDLIEDC)What to document in gaining an understanding of the audited entity and its environment, and how it relates to identifying areas of higher risk of material misstatement due to fraud or errorHow materiality and tolerable misstatement are not just rote calculations, but important and key decisions that establish a framework for important audit conclusionsWhy preliminary analytic review assists the auditor in identifying significant accounts, classes of transactions and disclosures, as well as higher inherent risks of what could go wrong in the clients financial statements due to material fraud or errorHow to identify significant accounts, classes or transactions and disclosures, and what that means in relation to required or presumed risk assessment proceduresUnderstanding the underlying intent of each of the primary components of audit risk, and key considerations in properly assessing and documenting the basis for those conclusionsHow to synthesize information gathered through risk assessment procedures to document a clear and concise summary of risks of material misstatement due to either fraud or error*What differentiates significant risks requiring special audit consideration from other types of risks of material misstatement, and the impact on the nature, timing and extent of further audit procedures
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's This Year's Top Tax and Financial Planning Ideas (Self-Study) (JSDLIEF4)An update on income tax and estate-planning ideas, including any recent changesHighlights of the Tax Cuts & Jobs Act including Section 199A deduction Tax ideas for the current yearFinancial planning strategies including planning with Roth and Traditional IRAs as well as Qualified PlansMaximizing retirement plan benefitsMiscellaneous tax-planning techniques that can add up to significant tax savingsHow to use the whole family for tax savingsThe changing Social Security landscape: what it means for planning*Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (Self-Study) (JSDLIFB4)Sales/income plan Intermediate planning Technology plan Capital equipment planning One-year operating plan Monthly planning Cash plan Risk plan
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Individual and Financial Planning Tax Camp (Self-Study) (JSDLIFCP)Understanding the environment: what's new, what's expired or expiring, and what's likely to changeReview of pertinent changes from tax reformReading a tax return for developing client-specific tax strategiesWill there be more changes in the individual tax laws?The net investment income tax: planning for complianceFamily income-splitting strategies that need to be consideredIncome tax issues: impact on timing of other income, selection of investmentsUsing Roth IRAs and Roth contribution programs to best advantageConversions: do they still make sense?Taking distributions: matching timing to client requirementsQualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employedPrioritizing allocations among investment, retirement, and college funding vehiclesWhat to do about itemized deductionsTrans-generational planning: conversions, income and gain-splittingIdentifying tax opportunities: reviewing the prior-year return to develop a plan for the futurePlanning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Individual Income Tax Return Mistakes and How to Fix Them (Self-Study) (JSDLINB4)Individual income tax cases regarding income, adjustments, itemized deductions and dependency Don't get caught watching the paint dry, the IRS "Future State" InitiativeHow many Schedule A filers after TCJAWhen "gifts" can be taxableWhy are manhole covers round?Does aggregating passive activities also aggregate "At-Risk"?Hazy situation, two seemingly similar cases, yet one results in ordinary tax treatment, the other capital treatment (Heads they win, tails we lose)Chained CPI Index and Social Security - Is the horse within the gates?When a "rollover" is not a rollover, the Claim of Right DoctrineWhat are the risks with non-traditional IRA investmentsThe last word in alimony is not always the best wordFailing alimony's same household requirementFailure to report income witnessed by 20 million peopleForm 8938 for reporting foreign financial assets and updated rules. How much trouble results in not filing a FinCEN Form 114?*The future of Social Security
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning (Self-Study) (JSDLINBB)Individual income tax cases regarding income, adjustments, passive activities, and itemized deductionsDon't get caught watching the paint dry, the IRS "Future State" InitiativeDoes aggregating passive activities also aggregate "At-Risk"?When "gifts" can be taxableHow many Schedule A filers after TCJA?Why are manhole covers round?Chained CPI Index and Social Security -- Is the Horse within the Gates?Hazy situation, two seemingly similar cases, yet one results in ordinary tax treatment, the other capital treatment (Heads they win, tails we lose)When a "rollover" is not a rollover, the Claim of Right DoctrineWhat are the risks with non-traditional IRA investmentsI want to protect my identity, but I also need to protect my PTINFailing alimony's requirements and the last word is not always the best wordFailing to understand the limits on 401(k) loansPassive income and the self-charged rent rulesMeal allowances for police or fire workers on 24-hour shiftsItemized deduction over aggressivenessEstimated taxes, the big penalties, and planningFinancial planning: Ignoring the future of Social Security; miscues in rollovers & retirement plan distributions; the bad, the good, and the ugly of early retirement SEPPs*Things professionals do not like to hear!
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's 2018 Tax Update (Self-Study) (JSDLIRSU)Reduction in individual and corporate tax ratesTaxation of pass-through entitiesDeduction of home mortgage interestState and local tax deductionsNew alimony rulesRepeal of the ACA individual mandateStandard deduction and itemized deductionsChild tax creditUse of Section 529 accountsSurvival of personal AMT and repeal of corporate AMTEstate and gift taxNew depreciation rules and Section 179 expensingBusiness interestModification of NOL rules*New credit for employer-paid family and medical leave
Self-Study		Format: Downloadable PDF	3 CPE	Add
Surgent's Individual Tax Planning Ideas (Self-Study) (JSDLITP4)Review of pertinent changes from tax reformReading a tax return for developing client-specific tax strategies Identifying tax opportunities: reviewing the prior-year return to develop a plan for the futureCompensation and fringe benefit issues Is the client in the right mix of investment vehicles?Identify clients with net investment income tax problems and the potential ways to reduce or eliminate themAll in the family: Tax tactics for spouses, children, and parentsUnderstanding the environment: what's new, what's expired or expiring, and what's likely to change
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Lease Accounting: A Whole New Ballgame (Self-Study) (JSDLLEAS)Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Lessee Accounting 101Detailed review of accounting by lesseesSale and leaseback transactionsTransition guidanceRecently proposed and released ASUs impacting Topic 842
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's Top 10 Tax Issues in Dealing with LLCs and Partnerships (Self-Study) (JSDLLP10)Self-employment tax issues: what you can and cannot doCapital accounts: book vs. tax issuesDetermining basis: key issues and technical analysis in calculating basisDealing with debt: recourse, nonrecourse, and why it mattersGuaranteed payments, distributive shares, and draws: understanding the differenceSpecial allocations: flexibility and complexityDistributions: cash and property, built-in gain or lossRetirement plan issues: planning optionsBasis step-ups: the basic issues Hot assets: beware of this complicated tax issue *Summary of important provisions of the new tax act
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Challenges in Implementing Topic 606 for Entities with Long-Term Construction Projects (Self-Study) (JSDLLTC4)Topic 606's five-step revenue recognition modelDetermining whether to recognize revenue over time or at a point in time under Topic 606Other unique considerations in applying the five-step model for entities currently using SOP 81-1Lessons learned and best practices from entities already adopting Topic 606
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Introduction to Mergers and Reorganizations (Self-Study) (JSDLMERG)Sale of corporate assets and allocation of purchase price, including a case study More on allocations of personal goodwill, covenants not to compete, consulting agreements and intangible property The issues in the purchase of C Corporation stock Tax free acquisitions and reorganizations with helpful charts and cases Special issues of S Corporation transactions A whole chapter devoted to the complexities of 338 elections and 338(h)(10) *Limits on using NOLs
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Mastering the Fundamentals of Estate and Gift Tax Planning (Self-Study) (JSDLMFEP)Up-to-the-minute analysis of legislative changes, and planning in light of the changesComplete Code section analysis of the federal estate and gift taxMarital deduction planning -- Second spouse, QTIP trusts, QDOT trusts, power of appointment trusts, and moreCredit shelter trusts and the applicable credit amountUses and techniques of life insuranceTools and techniques in gifting to minors, spouses, and other family members, including uniform transfers (or gifts) to minors' accounts, education trusts, Section Section 2503(b) and (c) trusts, and moreReducing taxes by charitable giving, special credits, and estate freezing techniquesUse of irrevocable and revocable trusts and other will substitutesImpact of increasing applicable exclusion amountPortability - Use of deceased spouse unused exclusion amount ("DSUEA")*Regs on Estate Basis Reporting
Self-Study		Format: Downloadable PDF	10 CPE	Add
Surgent's Navigating Your Client Through the IRS Appeals Process (Self-Study) (JSDLNAV4)Requesting a meeting or phone conference with the examiner's supervisorRequesting review of the examiner's decision by a local appeals officeSmall case requests when tax, penalties, and interest for each period are $25,000 or lessWriting and filing a Formal Protest, including required informationAlternative Dispute Resolution options available to clientsNegotiation and time limitations
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Examining the New Lease Accounting Standard: More Than Meets the Eye (Self-Study) (JSDLNLS4)ASU No. 2016-02, Leases (Topic 842)Overall lease accounting guidanceLessor Accounting 101Lessee Accounting 101Detailed review of accounting by lessees and lessorsSale and leaseback transactionsTransition guidanceOther operational issues*Recently issued updates to the lease accounting guidance
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Latest Developments in Nonprofit Accounting and Auditing (Self-Study) (JSDLNPAA)The key changes and challenges contained in the revised Yellow BookDeveloping issues related to performing single audits under the OMB's Uniform Guidance for Federal AwardsKey AICPA developments affecting audits of nonprofits and a special look at the role AU-C section 230, Audit Documentation, plays in nonprofit auditsPrepare for the implementation of the new FASB ASU on nonprofit financial reporting (i.e., ASU No. 2016-14) while also developing a deeper understanding of the effects that the FASB ASUs on leases (i.e., ASU No. 2016-02) and revenue recognition (i.e., ASU No. 2014-09) will have on nonprofits in the years to come
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Implementing Topic 606: Tackling the Tough Issues in Adopting the New Revenue Recognition Standard (Self-Study) (JSDLNRRS)ASC Topic 606, Revenue from Contracts with CustomersThe FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidancePresentation and disclosure requirementsRecent ASUs that provide implementation guidance for the standardIndustry specific implementation issues and guidanceIdentifying performance obligationsAccounting for licensesIdentifying a "material right" in an optionOther operational issues related to implementationFeedback from public entity implementation of Topic 606
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (JSDLPCTR)Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed returnThe 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 returnsNew tax-planning strategies for depreciation deductions, including changes to Section 179 and depreciation as a result of new tax legislationMethods of accounting -- Application and choicesIn-depth analysis of Form 4797 dealing with depreciation recaptureDeductible expenses -- including rules on meals and entertainmentComputation of tax liabilityOverview 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 concernAnd much more
Self-Study		Format: Downloadable PDF	10 CPE	Add
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (JSDLPITR)Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" formsTaking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Section 199A qualified business income, its calculation, limitations, and examplesMalodorous Form 8867 -- Changes again this year!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 issuesSelf-employed person issuesSchedule C deductions including depreciationSale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gainsA working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax formsItemized deductions -- A thorough understanding of what's deductible and what's notInterest deductions -- Limitations and timing problemsRetirement contributions and education credits and deductionsTax computations -- The Kiddie Tax, AMT, regular tax, tax creditsIndividual problems illustrated by form preparation for various items, with numerous "practice tips"*Impact of recent legislation and forms changes on the 1040
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting and Budgeting (Self-Study) (JSDLPLFB)Differences between planning and budgetingThe business modelStrategic plan, marketing plan, and technology planFinancial forecasting and financial risk analysisFive-year operating plan and the sales/income planIntermediate planning and capital equipment planningOne-year operating plan and monthly planningCash plan and risk plan
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Self-Study) (JSDLPLTI)Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Section 199A qualified business income, its calculation, limitations, and examplesWhen 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 membersUnreasonable uses of the traditional & curative allocation methodsMultiple layers of Section 704(c) allocationsBusiness situations & partnerships that qualify; others that do notTreatment of recourse versus nonrecourse debt basisHow to calculate basis limitations and its implication on each partner's own tax returnHow Section 179 limitations affect partnership/LLC basisRegulations 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 electionSubsequent contributions of property with Section 754 adjusted basis to another partnership or corporationCapital account adjustments in connection with admission of new memberSpecial allocations require "substantial economic effect"; what are the requirements?LLCs and self-employment tax to the membersDistributions -- current or liquidating, cash or property including the substituted basis ruleTermination/liquidation of an LLC
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (JSDLPMI4)More than 20 documents that clients should have that are neither a will nor a trustProvisions you need in a willTrusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Asset protection strategiesDevelopments relative to estate tax changes
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (JSDLPMIC)More than 20 documents that should be reviewed that are neither a will nor trust Applicable rates, and tactics that may be used to minimize them Reducing the impact of ancillary administration Provisions you need in a will When a trust is needed for children Durable powers of attorney, for financial matters and for healthcare Asset protection strategies: upsides and downsides Management of insurance: umbrella liability, disability, and life Dealing with marriage and divorce Titling assets effectively Avoiding the loss of capital and passive losses at death Elder care planningThe latest information on the portability of the deceased spouse's unused exemption amountDevelopments relative to estate tax, and the implications for planning
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Microsoft PowerPoint 2016: Getting Started (Self-Study) (JSDLPP16)Identify elements of the PowerPoint Start screen; select a template to create a new presentationIdentify PowerPoint window elementsRecognize ways to insert slides, apply a theme, and add slide contentRecognize how to switch between views; then preview, and print a presentationSelect PowerPoint options; identify ways to get Help in PowerPointRecognize ways to delete and reposition slidesSelect options to spell check a presentationRecognize ways to insert and format slide objectsIdentify how to add transition and animation effectsSelect options to set up a slide showIdentify how to create, save, and use a custom theme and custom templateRecognize techniques for integrating Excel data and charts with PowerPoint slidesIdentify how to insert the date, slide numbers, and footer textSelect the slide show controls*Select Presenter view to run a slide show
Self-Study		Format: Downloadable PDF	6 CPE	Add
Surgent's Microsoft Excel 2016: Working with PivotTables and PivotCharts (Self-Study) (JSDLPV16)Methods to Create a PivotTableRecognizing Multiple Ways to Format a PivotTableModifying a PivotTable and Reviewing DataCreating a PivotChartFormatting a PivotChartModifying a PivotChart
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's The 2018 Yellow Book Revision (Self-Study) (JSDLQUA4)Critical concepts related to applying the new Yellow Book including when the standards are applicable; the types of engagements involved; the relationship between the Yellow Book and other standards; and the importance of stating compliance with the Yellow Book in reportingThe new Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer reviewThe new Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal controlThe new Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (JSDLRET4)Syndications and other forms of ownershipDepreciation and recaptureLand developmentPassive activity losses*Like-kind exchanges
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Real Estate Tax Boot Camp (Self-Study) (JSDLRETC)Installment salesRental operationsDepreciation and recaptureDetermination of basisPassive activity lossesAt-risk rulesLike-kind exchangesCalculation of gain or loss on sale of real estate
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (JSDLREV4)Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Advanced Concepts in SSARS and Nonattest Services (Self-Study) (JSDLSAR4)Complete coverage of SSARS No. 21-24 related to Preparation of Financial Statements, Compilations and ReviewsIdentifying and safeguarding independence threats for issuing attest reportsDefining the varying levels of responsibility for accountants providing non-audit servicesPerforming compilations and reviews effectively and efficiently, including developing proper advance expectations for review analytical proceduresProperly considering going concern, subsequent events, and other disclosure mattersCommon issues related to peer reviews, including recurring reporting problems
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Share-Based Payments: Understanding the Nuances of ASC Topic 718 (Self-Study) (JSDLSBC4)Common types of share-based payment compensation awardsASC Topic 718, Compensation, Stock CompensationAccounting for the income tax implications of share-based payment compensation awardsBasic valuation techniques for share-based payment awardsPresentation and disclosure issuesNew accounting and tax guidance in the area of share-based payment awards
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's S Corporation Taxation: Advanced Issues (Self-Study) (JSDLSCA4)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
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Self-Study) (JSDLSCTI)Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Section 199A qualified business income, its calculation, limitations, and examplesThe Light Brigade failed due to poor instructions; let's follow the right path in basis calculationsCurrent private letter rulings reveal the failure in one or more S Corporation eligibility requirements inadvertently terminating S Corporations todayInherited a new client with reporting errors? What are my options?Debt vs. equity and Section 385; Federal Express battled and won, how do we?The $100/day penalty final rule applicable to S CorporationsCongressional Budget Office is next in line suggesting SECA tax on pass-through entitiesTracking multiple shareholder debt basisBasis neither increased by phantom income, nor reduced by non-deducted pass-through lossesCan I accrue expenses payable to a shareholder? Sure, but can I deduct them?How Section 179 limitations affect S corp. basisComparison of liquidation of a C Corporation vs. the liquidation of an S CorporationDid not timely file Form 2553? A simple method to correctIs there a "flexible standard of law" in regard to closely held entities?
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's How to Settle a Client's Estate (Self-Study) (JSDLSEAZ)Issues involved when settling an estate -- marshaling of assets, payment of creditors, & distribution and accounting to beneficiariesExplaining the needs and limitations of durable powers of attorney, health care directives, and living willsWhy a will is probated, and on what grounds it may be challengedComprehensive checklists on how to read a will, duties of an executor and trustee, and much moreIdentification and report of estate assetsWhat to do and what not to do as a fiduciary, executor, or trustee -- duty of care, investment, informing, payment of debts and taxes, defending a will contestHow executors and trustees interact with beneficiariesElective shares, and when a spouse might make that choiceWhat a trustee needs to know about incompetents and minorsRights of creditors, third parties, and beneficiariesKey issues in transferring property to a trust and from a trust or estate to a beneficiaryIdentifying income, estate, and inheritance taxesFiduciary accounting -- principal and income conceptsAn introduction to drafting an account, and why it is requiredAdministration of revocable trustsEstate basis reporting
Self-Study		Format: Downloadable PDF	10 CPE	Add
Surgent's Selected Issues in Preparation of 1040 Individual Income Tax Returns (Self-Study) (JSDLSIPI)Preparation of various Form 1040 individual tax returns and schedules; provided answers include 'filled-in' forms How the Affordable Care Act affects tax returns* Self-employed person issues including Schedule C deductions and detailed case* Depreciation deductions including Section 179, bonus depreciation and MACRS deductions* Sale of depreciable assets used in a trade or business* How to handle rental property and how the passive loss rules flow to the tax forms* IRA contributions and distributions* Distributions from qualified retirement plans, pensions, and annuities* Retirement contributions and education credits and deductions* Tax computations including the Alternative Minimum Tax* Individual problems illustrating form preparation for various items* Impact of recent legislation and forms changes on the 1040
Self-Study		Format: Downloadable PDF	10 CPE	Add
Surgent's Individual Income Tax School (Self-Study) (JSDLSITS)Effects of recent legislation, including the Qualified Business Income deductionFiling information, filing status, personal exemptions, dependents, the standard deduction, etc.Wages and salariesInterest income, dividend income, mutual funds, Social SecurityFiguring taxBasic income tax preparation, Form 1040 and Schedules 1 -- 6Capital gains and lossesMedical and dental expenses, charitable contributionsIRA contributions and distributionsDistributions from qualified retirement plans, pensions, and annuitiesProfit and loss from business or profession and self-employment taxDepreciationRental income and expensesPreparation of Schedules A, B, C, D, E, and Forms 4562, 4797, and more
Self-Study		Format: Downloadable PDF	16 CPE	Add
Surgent's Accounting, Audit and Attest Update for Practitioners with Small-Business Clients (Self-Study) (JSDLSMBP)Private company standard setting activitiesSmall and medium-sized business related ASUsRevenue recognition and leases updateSpecial purpose frameworks -- Cash, modified cash, and tax basisCommon small and medium-sized business financial statement errors and deficienciesSSARS No. 21, Clarification and Recodification, including the new preparation of financial statements non-attest service as well as the impact of SSARS No. 22, 23, and 24*Other types of small and medium-sized business attest engagements -- examinations, reviews and agreed-upon procedures engagements on financial forecasts and projections, and pro forma financial information
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Small-Business Accounting, Audit, and Attest Update (Self-Study) (JSDLSMP4)Small and medium-sized business related ASUs, including recent PCC activitiesRevenue recognition and leases updateSpecial purpose frameworks -- Cash, modified cash, and tax basisCommon small and medium-sized business financial statement errors and deficienciesSSARS No. 21, Clarification and Recodification, including the new preparation of financial statements non-attest service as well as the impact of SSARS No. 22, 23, and 24Other types of small and medium-sized business attest engagements -- Examinations, reviews, and agreed-upon procedures engagements on financial forecasts and projections, and pro forma financial information
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Advanced Concepts in SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Self-Study) (JSDLSS21)Navigating the impact of SSARS Nos. 21- 24 without risking noncompliance with professional and ethical requirementsPreventing malpractice claims related to nonattest accounting servicesIdentifying and safeguarding independence threats when issuing attest reportsEstablishing an understanding with the client regarding non-audit servicesDefining the varying levels of responsibility for accountants performing non-audit servicesPerforming compilations and reviews effectively and efficiently, including nature and extent of documentation considerationsPractice performing analytical review procedures appropriately, including developing proper advance expectations for review engagementsProperly considering going concern, subsequent events, and other disclosure mattersCommon issues related to peer reviews, including recurring reporting problemsApplying financial analysis best practices to help your clients better interpret their financial results
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Maximizing Your Social Security Benefits (Self-Study) (JSDLSSR4)Retirement benefits: What the amount of benefits is in various circumstancesSpousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?Claiming on Social Security: Advantages and disadvantages at ages 62, 66, and 70Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now (Self-Study) (JSDLSSRB)Legislative developmentsA full chapter devoted to determining the best planning options for maximizing joint Social Security benefitsRetirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unitQualification: Has the client retired? How business entities may be used for Social Security advantageIncome taxation of Social Security: avoidance tacticsSpousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?Hiring the spouse: When is it effective?Disability benefitsWhen to start Social Security benefits: Advantages and disadvantages at ages 62, 66, and 70Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefitsIRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know
Self-Study		Format: Downloadable PDF	16 CPE	Add
Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (JSDLSTRI)New issues for the current year tax return and Section 199AInstallment sales -- understanding the complicated issuesForm 8582: Passive losses with carryovers -- Complicated case with filled-in formsPuts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax returnCapital 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 knowPassive 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 taxAlternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a clientForm 6251: Detailed calculation example
Self-Study		Format: Downloadable PDF	12 CPE	Add
Surgent's Enhancing Audit Quality: Best Practices in Documenting and Reviewing Your Work (Self-Study) (JSDLSWLD)Understanding the quality control standards and guidance related to a CPA firm's responsibilities for its system of quality control over the audit practiceThe primary purpose of audit documentation, and minimum documentation requirementsTips for an efficient workpaper review process that complies with relevant standardsHow to audit financial statement areas that commonly contain significant judgments or conclusions that require strong supporting audit documentation, including when consultations may be appropriate (e.g., substantive analytical procedures and estimates)Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality auditConsidering ethics as a critical element of high-quality workpaper reviewsThe critical role of the engagement partner related to the overall quality of an engagementThe responsibilities of the engagement quality control reviewer in evaluating the significant judgments the engagement team made and conclusions reached in formulating the report*The importance of monitoring compliance with engagement quality control policies and procedures
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Practical Planning Boot Camp: S Corporations and LLCs (Self-Study) (JSDLTCBU)Current year standards, baselines, and general business issues, including recently passed legislationLower tax rates; the cost of operating as a C Corporation has gone downThe Qualified Business Income deduction: Will this offset lower C Corporation rates?Personal Service Corporation planning is reversed, the disincentive of a higher tax rate is gone, yet the incentive of cash basis remainsAre your clients taking full advantage? The broad inventory of fringe benefit possibilitiesWhat happened to the DOL "Overtime Rule"?Grammar police and the $5 million commaStrong passwords and advanced mathematicsMedical benefits: Long-term care, HSAs, cafeteria plans, COBRA compliance, disabilityPlanning an auto purchase? Comparing vehicle depreciation over the first four yearsMaximizing retirement benefitsPension plans -- Are they now more valuable, and what are the best options? Are 401(k) plans not as good, and could defined benefit plans make a comeback?The Light Brigade failed due to poor instructions, let us follow the right path in basis calculationsHiring family members: Several benefits in addition to income splitting and shiftingBasis triad reviewUtilizing buy-sell agreementsEmploying life insurance in businessRelated-party transactions: Making them work*Shortening of depreciation schedules due to tax friendly safe-harbors
Self-Study		Format: Downloadable PDF	16 CPE	Add
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (JSDLTCF4)Economic updateManaging for productivityMetrics and benchmarkingSocial media and the cloud
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Current Developments and Best Practices for Today's CFOs and Controllers (Self-Study) (JSDLTCFO)Economic updatePricing and costing strategiesExpense control that worksBetter credit decisionsFinancial risk analysisEnterprise risk managementMetrics and benchmarkingUse and misuse of derivativesImproving bank relationships and cash managementSocial media and the cloud
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Complete Trust Workshop (Self-Study) (JSDLTCTW)Guide to legislative changes and their impact on trust planning, including the Tax cuts and Jobs Act of 2017Introduction to trusts with emphasis on typical provisionsRevocable living trustsCommon testamentary trust arrangements -- Bypass trusts, QTIP trusts, and other marital trustsAsset protection trustsSophisticated trusts for estate planning and asset transfer -- GRATs, GRUTs, and QPRTsCharitable trusts -- Charitable remainder trusts, charitable lead trusts, and pooled income fundsIrrevocable life insurance trustsMedicaid trusts: special needs and MillerTrusts for minors -- Sections 2503(b) and 2503(c), and other trustsDynasty trustsTrusts to hold S Corporation stockImpact of historically low APRs on various trust arrangementsSpecial problems of estates and trusts relating to the 3.8-percent tax on investment income and specific solutions
Self-Study		Format: Downloadable PDF	16 CPE	Add
Surgent's Comprehensive Guide to Tax Depreciation, Expensing and Property Transactions (Self-Study) (JSDLTDAP)Complete coverage of recent tax acts and any new legislation enacted before presentationLuxury automobiles, how much this year, and where did these rules come from?Technical glitch hits in the second year of TCJA luxury automobile depreciation, including anticipated technical correctionWhat are the components for real estate depreciation?A new SUV or sedan, a study of depreciation alternativesPermanency in Section 179 depreciation rules? How to maximize its use; when to use it; what property qualifies?Sale of property and the depreciation recapture rules (Section Section 1245, 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)How to depreciate like-kind exchange propertyReacquired installment sale property -- calculating potential gain and new basisRegulations on capitalization of tangible assets and procedures for automatic changes in accounting method associated with the new depreciation rulesUnderstanding Section 197 amortization issues; how to handle intangible asset costsDepreciation issues, tax-deferred exchanges, personal property converted to business property, & overview of home sale exclusionGuide for compliance and planning issues from pre-ACRS, ACRS, and MACRS depreciation and amortization rulesCases and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Planning and Strategy Formulation for Your Organization's Financial Success (Self-Study) (JSDLTDE4)Differences between planning and budgetingThe business modelStrategic planMarketing planFinancial forecastingFinancial risk analysis*Five-year operating plan
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Essential Depreciation and Expensing Update (Self-Study) (JSDLTDP4)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 periodWhat is "listed property" and what are the current limitations?Amortization of start-up, organization, and other expendituresNew regulations on capitalization of tangible assets and procedures for automatic changes in accounting method associated with the new depreciation rulesAMT depreciation adjustments and how to avoid themExamples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Challenges in Implementing Topic 606 for Entities in the Technology Sector (Self-Study) (JSDLTEC4)Topic 606's five-step revenue recognition modelChanges in accounting guidance between Topic 606 and SOP 97-2Allocation approaches of transaction price under Topic 606Other unique implementation issues for entities currently using SOP 97-2 for revenue recognition purposes*Lessons learned and best practices from entities already adopting Topic 606
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (JSDLTFBC)Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S CorporationGain a comprehensive understanding of income tax laws for S Corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issuesRecognize and properly handle special pass-through items of income and expenseAccurately prepare S Corporation returns and reconcile book income to taxable incomeAccurately prepare partnership returns and reconcile book income to taxable incomeProperly handle the tax treatment of distributions to shareholders, partners, or membersUnderstand the special restrictions and sanctions for tax year end selectionReview the basics of partnership and LLC formation and basis calculationSelf-employment tax or NOT, for each entityFilling in K-1s correctly for S Corporations, partnerships, and LLCsHow the Affordable Care Act affects tax returnsThe most frequently used forms and schedules, including some form "oddities"
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Top Five Tax Topics This Year (Self-Study) (JSDLTTE4)The Tax Cuts & Jobs Act: Key provisions for individualsThe Tax Cuts & Jobs Act: Key provisions for businessesMiscellaneous business issuesTax rates, QBI, and entity choice*Understanding Section 199A
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Top 10 Tax Topics This Year (Self-Study) (JSDLTTEN)The Tax Cuts & Jobs Act: Key provisions for individualsThe Tax Cuts & Jobs Act: Key provisions for businessesBroad inventory of fringe benefits possibilitiesMiscellaneous business issuesEmploying life insuranceDomicile and taxationChoice of entityTax rates and QBI*Understanding Section 199A
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Microsoft Excel 2016: Useful Functions for CPAs (Self-Study) (JSDLUF16)IRR, NPV, FV, PV, PMT, SLN, SYD, and DB Financial functions;NOW, TODAY, DATE, MONTH, DAY, YEAR, TIME, HOUR, MINUTE, SECOND, WEEKDAY, and NETWORKDAYS Date & Time functions; SUM, RAND, SQRT, and ROUND Math & Trig functions;AVERAGE, MAX, MIN, COUNT, MEDIAN, MODE.SNGL, and LARGE Statistical functions;VLOOKUP, HLOOKUP, and FORMULATEXT Lookup & Reference functions;DSUM, DCOUNT, DAVERAGE, DMIN, and DMAX Database functions;PROPER, SUBSTITUTE, and LOWER Text functions; andIF, AND, and IFNA Logical functions.
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's The Essential Course for Performing Single Audits Under the Uniform Guidance for Federal Awards (Self-Study) (JSDLUGID)Core concepts involved in the single auditThe current requirements relating to the schedule of expenditures of federal awards (i.e., the SEFA) and how the auditor provides an in relation to opinion on the SEFAAn in-depth, commonsense look at the four-step major program determination process and common problems encountered in its applicationPerforming the compliance audit of federal awards (i.e., the auditor's responsibilities related to internal control and compliance for major programs and how the auditor utilizes the Compliance Supplement)Auditee and auditor responsibilities related to the corrective action plan and the summary schedule of prior audit findingsThe auditor's reporting responsibilities in a single audit including the critical requirements related to the schedule of findings and questioned costs*Other significant issues (e.g., key sampling considerations, pass-through entities, and program-specific audits)
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Microsoft Word 2016: Getting Started (Self-Study) (JSDLWD16)Identify ways to start Word; create a new Word document; add and remove textIdentify ways to save, close, and reopen a documentSelect methods to work with multiple documents and change the document viewSelect document navigation methodsRecognize how to preview and print a documentSelect and modify Word options; get help in WordIdentify ways to select textRecognize ways to format text charactersCut, copy, and paste techniquesIdentify ways to find and replace text and formattingSelect the proofing toolsIdentify how to change page orientation and marginsSelect line spacing, paragraph alignment, and paragraph indentation optionsRecognize ways to create bulleted and numbered listsSelect ways to insert page numbers, headers and footers, and page breaksIdentify how to apply styles and how to change the document theme and style set
Self-Study		Format: Downloadable PDF	6 CPE	Add
Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (JSOD1041)Classifying receipts between "income" and "corpus" under the Uniform Principal and Income ActCalculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expensesProper W-2 preparation and procedures in the year of deathTaxpayer passes before taking a required minimum distribution; what must be done?Forgetful fiduciaries of simple trusts Fluctuating trusts -- Simple one year, complex the nextDividing income in the year of death Overview of Subchapter J Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Transitioning to the Professional World (Audit Skills Training - Level 1) (Self-Study) (JSODA1M1)The AICPA Code of Professional Conduct The Conceptual Framework for Independence Safeguarding independence when performing both attest and non-attest services Real-life difficult scenarios and ethical dilemmas commonly faced by new professionals
Self-Study		Format: On-Demand	3 CPE / 3 Ethics	Add
Surgent's Desired Traits of Entry-Level Auditors (Audit Skills Training - Level 1) (Self-Study) (JSODA1M2)Maintaining productivity during unassigned time Typical constructive feedback comments for new auditors Setting professional development goals Case studies related to difficult scenarios typically encountered by new professionals Managing time and assigned tasks Tips for new professionals for both short- and long-term success
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Professional Skepticism (Audit Skills Training - Level 1) (Self-Study) (JSODA1M3)Understand the importance of professional skepticism, especially when performing attest services Recognize fraud responsibilities in a financial statement audit *Explain the varying levels of persuasiveness of audit evidence
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's The Nature of Compilations, Reviews and Audits (Audit Skills Training - Level 1) (Self-Study) (JSODA1M4)Compare and contrast the basis and requirements of preparing financial statements, compilation, review and auditCritical elements of compilation, review and audit reports Impact of special purpose accounting frameworks and other special issues Exercise on designing inquiries and analytics in a review Describing various common audit procedures Case study differentiating the scope of various non-attest and attest services
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Audit Documentation Basics (Audit Skills Training - Level 1) (Self-Study) (JSODA1M5)Proper documentation as a means of audit quality Factors impacting the nature and extent of documentation Sample workpaper index Use of audit programs as means of audit documentation Exercise on identifying workpaper deficiencies Checklist for self-review of workpapers and clearing review notes
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's The Basic Audit Concept (Audit Skills Training - Level 1) (Self-Study) (JSODA1M6)The reason that entities engage a financial statement audit List the applicable financial reporting frameworks available Differentiate the responsibilities of management and auditors The various phases of a financial statement audit Evaluating and documenting audit risk, both at the overall and relevant assertion level Case study differentiating high risk audit engagements and higher risk audit areas
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Internal Control Fundamentals (Audit Skills Training: Level 1) (Self-Study) (JSODA1M7)Gaining an understanding of the entity and its environmentThe inter-relationship of the five foundational components of the COSO Internal Control -- Integrated FrameworkVarious methods for documenting and evaluating the design and implementation of internal control over financial reportingCritical elements of entity-level and transactional-level controls*Case studies related to identifying deficiencies in internal control documentation
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Cash and Cash Equivalents (Audit Skills Training - Level 1) (Self-Study) (JSODA1M8)Explain typical audit risks and special considerations related to cash and cash equivalents Describe designing a detailed audit plan, linking assessed risk to planned procedures Perform typical audit procedures associated with auditing cash and cash equivalents Discuss how to obtain evidence through inquiry of the client
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Performing Effective and Efficient Compilations and Reviews (Audit Skills Training - Level 2) (Self-Study) (JSODA2M1)Avoiding litigation risks in accounting servicesDocumentation requirements for non-audit services, including accounting services, compilations, and reviewsChanging the scope of services, such as stepping down engagementsProposed changes to SSARS engagements*Illustrative excerpts from certain engagement letters and SSARS reports
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Accounts Receivable (Audit Skills Training - Level 2) (Self-Study) (JSODA2M2)Typical risks of material misstatement Practice tailoring the detailed audit plan Converting accounts receivable to cash External confirmation audit considerations, including evaluating responses for propriety *Evaluating the valuation of accounts receivable
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing PP&E, Including Leases (Audit Skills Training - Level 2) (Self-Study) (JSODA2M3)Typical audit risks and responsesCosting and capitalization, including capitalized interestKey controls related to PP&ELease accounting requirements and practical application*Recent changes to U.S. GAAP related to lease accounting
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Basic Inventory: Performing Observations (Audit Skills Training - Level 2) (Self-Study) (JSODA2M4)Typical inventory observation procedures and special considerationsHandling various inventory observation real-life scenariosValuation and pricing methodsKey controls related to inventory
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing A/P, Accrued Expenses and Debt (Audit Skills Training - Level 2) (Self-Study) (JSODA2M5)Typical audit procedures related to accounts payable and accrued expenses, including the search for unrecorded liabilitiesEvaluating accrued estimatesKey controls related to liabilitiesAuditing debt, including compliance with covenantsDetermining the proper classification of debtProper form of noncompliance waiver letters*Impact of noncompliance on disclosures
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Analytical Procedure Fundamentals (Audit Skills Training - Level 2) (Self-Study) (JSODA2M6)Establishing expectations for analytic proceduresIdentifying risk of material misstatement through preliminary analytic review proceduresEnsuring sufficient appropriate audit evidence is gathered through final overall analytic reviewProperly designing, documenting and evaluating the results of substantive analytic review proceduresDisaggregating substantive analytics for stronger resultsFactors impacting the design of substantive analytic procedures*Common pitfalls in performing substantive analytic procedures
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Sampling Fundamentals (Audit Skills Training - Level 2) (Self-Study) (JSODA2M7)Types of sampling and sampling riskAttribute testing for tests of controls and complianceVariable sampling for substantive assuranceDifferentiating statistical and nonstatistical sampling approaches*Determining sample sizes in a Single Audit compliance audit
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Financial Statement Fundamentals (Audit Skills Training - Level 2) (Self-Study) (JSODA2M8)Objective of financial reportingInter-relationships of financial statements and disclosuresAccounting changesSpecial purpose framework financial statements and auditsTypes of audit reportsExample audit reportsFinancial statement issuance processPerforming a final quality control check before report release
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Independence: Nonattest and Attest Services (Audit Skills Training - Level 3) (Self-Study) (JSODA3M1)Overview of the PEEC Conceptual FrameworkFamiliarity, self-interest, self-review and other independence threatsGeneral requirements and management responsibilities when performing both attest and non-attest servicesSafeguards for common independence threats
Self-Study		Format: On-Demand	3 CPE / 3 Ethics	Add
Surgent's Assessing Fraud Risk in a Financial Statement Audit (Audit Skills Training - Level 3) (Self-Study) (JSODA3M2)Explain the expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting fraudFraud inquiries and engagement team discussion pointsIdentifying and responding to fraud risk on an auditTesting journal entries and other tests for management override*Fraud communications
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Identifying and Evaluating Audit Risk (Audit Skills Training - Level 3) (Self-Study) (JSODA3M3)Overview of the risk-based audit processHow the elements of the audit risk formula interrelateEmphasis on overall risk, fraud risk, and control riskLinking the assessed risk of material misstatement to the detailed audit plan*Documenting risk assessment conclusions and responses
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Internal Control Testing for Operating Effectiveness (Audit Skills Training - Level 3) (Self-Study) (JSODA3M4)Interrelationships of the COSO Internal Control -- Integrated FrameworkLeveraging both preventive and detective control activitiesSAS requirements related to testing controls for operating effectivenessDesigning the nature, timing and extent further audit proceduresResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available through Service Organization Control Reports*General computer control considerations
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Common Investments (Audit Skills Training - Level 3) (Self-Study) (JSODA3M5)Overview of common investment typesTypical audit risks and related audit proceduresInvestments in other entitiesUnderstanding common 'plain vanilla' derivatives, like interest rate swaps*Fair value disclosure, including applying the fair value hierarchy
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Revenue Recognition (Audit Skills Training - Level 3) (Self-Study) (JSODA3M6)Generally accepted accounting principles related to sales, including the new revenue recognition modelUsing analytic procedures to identify and respond to risk of material misstatement related to salesCommon revenue recognition fraud schemes and potential audit responsesInstallment sales and multiple element arrangement special considerations*Audit responses to significant risks requiring special audit consideration
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Substantive Analytic Procedures (Audit Skills Training - Level 3) (Self-Study) (JSODA3M7)How analytic procedures enhance audit qualityElements of strong analytic proceduresSelecting the proper analytic, and altering the strength for the intended purposeDisaggregating data to make more informed expectationsEvaluating the data used in generating expectations, including corroborating inquiryImproving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained*Resolving significant differences and concluding on results
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Financial Reporting Complex Issues (Audit Skills Training - Level 3) (Self-Study) (JSODA3M8)Important considerations when drafting the statement of cash flows Properly treating more complex transactions and events in the statement of cash flowsEmphasis-of-matter or other-matter explanatory paragraphs General audit procedures to identify relevant transactions and events impacting financial statement presentation and disclosure Drafting relevant general footnotes Improving the footnote drafting process
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Fraud in Smaller and Midsize Environments (Audit Skills Training - Level 4) (Self-Study) (JSODA4M1)Fraud trends per the Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and AbuseReal-life examples of fraud in smaller-entity and nonprofit environments.Cyber-security risks of fraudResponsibilities for communicating abuse on an audit in accordance with Government Auditing Standards*The impact of known and potential impact of fraud on an auditor's report
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Responsibilities When Reviewing Workpapers (Audit Skills Training - Level 4) (Self-Study) (JSODA4M2)Documentation as a means of audit qualityResponsibilities of the workpaper reviewerImportant tips for providing reviews notes that will promote an effective and efficient financial statement auditAppropriate review notes at various phases of the engagement, including before and after audit report date and report release
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Assessing Risk for a Higher Quality Audit (Audit Skills Training - Level 4) (Self-Study) (JSODA4M3)Overview of the audit processLinking risk of material misstatement to the detailed audit planTailoring standard audit programs based on assessed riskEngagement team discussion agenda items and best practicesEvaluating the appropriateness of audit evidence Common efficiency considerations by audit area
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Internal Control Advanced Concepts (Audit Skills Training - Level 4) (Self-Study) (JSODA4M4)Evolution of internal control conceptsRevamped 2013 COSO Internal Control -- Integrated FrameworkDesigning an adequate "umbrella" of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entities*Additional responsibilities for the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Estimates (Audit Skills Training - Level 4) (Self-Study) (JSODA4M5)Identifying areas of estimation uncertaintyAssessing risk of material misstatement related to estimates, and testing the estimation processAuditing point estimate and range estimatesApplying audit procedures to common areas of estimationEvaluating the results of audit procedures for possible audit adjustmentSmaller entity audit considerations
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Maximizing Analytic Procedure Audit Evidence (Audit Skills Training - Level 4) (Self-Study) (JSODA4M6)Financial statement analysis, and communicating insights to financial statement usersImproving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatementDeveloping expectationsDetecting earnings management and other risks through analytic procedures*Documenting results and conclusions
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Performing Research: FASB Codification (Audit Skills Training - Level 4) (Self-Study) (JSODA4M7)Structure of the CodificationEditorial style and standards used to ease research and understanding of the accounting and financial reporting requirementsFeatures available in the basic and professional views to make research easierPractice exercises using the Codification to research technical issues
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Client and Engagement Management (Audit Skills Training - Level 4) (Self-Study) (JSODA4M8)Importance of quality control on auditsWhy budgets are not used, and how to overcome the barriers to successDetermining useful budget amounts to use as a toolBetter engagement scheduling tips for improved efficiencyMaking sure the client is ready on the first day of the auditDelegating for professional development and leveraging audit hoursHandling difficult delegation scenariosBetter engagement wrap-up tips and techniques
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Desired Traits of In-Charges, Seniors and Supervisors (Audit Skills Training - Level 5) (Self-Study) (JSODA5M1)Improving a firm's financial results be improving effective and efficient auditsTransforming the audit through creative thinkingManaging change for positive outcomesRetaining client through ensuring exceptional service*Developing other professional through mentoring, counseling and delegation
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Communicating Internal Control Deficiencies (Audit Skills Training - Level 5) (Self-Study) (JSODA5M2)The required communication of internal control matters noted on an auditEvaluating the severity of identified deficiencies, including consideration of qualitative considerationsElements to include in the letter or report including internal control mattersComponents of a well-written internal control comment*Better writing tips and techniques
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Complex Investment Types (Audit Skills Training - Level 5) (Self-Study) (JSODA5M3)The fair value measurement process, including non-readily marketable securities Auditing fair value measurement and disclosure, including alternative investments and complex derivatives Using a specialist for fair value determination, including Service Organization Control Report considerations Example accounting for complex derivatives, such as put options and embedded derivatives *Fair value hierarchy considerations for disclosures related to non-readily marketable investments
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Impairment of Long-Lived Assets (Audit Skills Training - Level 5) (Self-Study) (JSODA5M4)Indicators of impairmentSteps in recoverability testing for long-lived assets held and usedGrouping assets held and usedAllocating impairment loss and disclosuresTesting indefinite lived intangibles for impairment, including goodwillValuation techniques for comparing fair value to goodwill*Accounting standard changes on the horizon
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Contingencies and Going Concern (Audit Skills Training - Level 5) (Self-Study) (JSODA5M5)Overview of contingencies and related disclosuresIdentifying and determining proper accounting treatment for litigation, claims and assessmentsEvaluating the sufficiency of attorney's letter responses for audit evidenceEvaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of timeAuditing managements assumptions in making the going concern evaluationProper application of the liquidation basis of accounting
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Modified Audit Reports & Other Special Considerations (Audit Skills Training - Level 5) (Self-Study) (JSODA5M6)Examples of differing opinions in comparative financial statementsExample modified audit opinions, including qualified, adverse and disclaimer of opinionEmphasis-of-matter and other-matter explanatory paragraphs in a modified audit reportInitial audit engagements, including predecessor auditor considerations and audit report impactGroup audit engagements, including the impact of a component auditor on the group audit reportThe impact of using the work of others on an audit report
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Special Audit Engagements Requiring Contractual or Regulatory Reporting (Audit Skills Training - Level 5) (Self-Study) (JSODA5M7)Sarbanes-Oxley Act of 2002 overview of key requirementsPerforming compliance audits in conjunction with the financial statement audit, including Single Audit and Compliance with Contractual RequirementsLetters to Underwriters and Filings with the SEC for non-issuersExamples of various compliance reports
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Coaching Staff to Stay on the Right Track (Audit Skills Training - Level 5) (Self-Study) (JSODA5M8)Different ways to appropriately motivate others for performance, including nonmonetary awardsModifying coaching style to the various specific situation, considering both task and relationship factorsTips for engaging in difficult conversations with others, including staff, peers, supervisors and clientsGiving constructive negative feedback to staff, including creating an action plan for improvement
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Reviewing Workpapers: Avoiding Deficient Audits (Audit Skills Training - Level 6) (Self-Study) (JSODA6M1)Common peer review deficienciesImportant considerations of second-level and other upper-level reviewersQuality Control Standards requirementsPCAOB Inspections *Identifying potential peer review issues
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Value-Added Internal Control Communications (Audit Skills Training - Level 6) (Self-Study) (JSODA6M2)Importance of placing a priority on being a value-added business advisorIdentifying business advisory mattersAnticipating and preventing internal control issues related to reliable financial reporting, operational efficiency or complianceCommunicating financial analysis*Tips for cross-selling additional services
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Adapting Different Personality Styles (Audit Skills Training - Level 6) (Self-Study) (JSODA6M3)Defining primary personality style characteristicsDetermining your own primary personality style, and the style of others you interact withEffectively interacting with various personality stylesLeveraging strengths and minimizing the negative impact of personality weaknesses*Applying personality style analysis to real-life situations involving clients, staff, peers and superiors
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Accounting and Auditing Update (Audit Skills Training - Level 6) (Self-Study) (JSODA6M4)U.S. GAAP modifications specific to nonpublic business entitiesFASB Accounting Standards Updates with open effective dates, including revenue recognition and leasesRecently issued Clarified Auditing StandardsOther relevant matters
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's The Art of Discipline and Getting Things Done (Audit Skills Training - Level 7) (Self-Study) (JSODA7M1)Creating a culture of disciplineProject and time management best practicesAvoiding common time wastersTips for both getting -- and staying -- organizedManaging stress for yourself and othersManaging productive meetings
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Making Rain: Client Service and Selling to Prospects (Audit Skills Training - Level 7) (Self-Study) (JSODA7M2)Continue marketing to existing clientsHow to better connect with existing and prospective clientsMotivating prospective clients to engage with your firmMethods for building value perceptions with existing and prospective clientsDifferentiating your firm from the competition, including translating features into benefitsHandling objections and closing a sale
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Critical Performance Measures (Audit Skills Training - Level 7) (Self-Study) (JSODA7M3)Defining various types of performance measures Striking a balance between financial, internal process, continuous improvement, and customer satisfaction performance measures Creating a dashboard of performance metrics Tips for sustainable performance measurement
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's The Balanced Leader-Manager (Audit Skills Training - Level 7) (Self-Study) (JSODA7M4)Differentiating between managing and leadingAssessing your own management and leadership styleAdapting management and leadership styles to the specific circumstancesBecoming a catalyst for positive changeOvercoming barriers to successfully managing and leadingSuccessfully engaging in difficult conversations to minimize performance issues and conflict
Self-Study		Format: On-Demand	3 CPE	Add
Financial Reporting Update for Tax Practitioners (Self-Study) (JSODAAUP)Recent standard setting and consulting activities at the PCC, FASB, ASB, and ARSCTax basis financial statements*SSARS No. 21, Clarification and Recodification, and other recently issued SSARS
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Annual Accounting and Auditing Update (Self-Study) (JSODACAU)Private company standard setting activitiesRecently issued FASB Accounting Standards Updates* Revenue recognition* LeasesOther items on the FASB's Technical AgendaRecently issued SASs and other AICPA and PCAOB activitySSARS No. 21, Clarification and Recodification and other recently issued SSARSAudit quality issues*Other important A&A practice matters
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Master Accounting for Income Taxes (Self-Study) (JSODAIT4)The sources of deferred tax assets and liabilitiesCalculating the deferred tax asset or liabilityReporting income-tax expense and balance sheet itemsAccounting for the impact of the TCJA and other changes in tax law and ratesDefining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilitiesDisclosure requirementsRecent and proposed changes to the accounting and disclosure requirements for income taxes
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Small Business Guide to the Use of Accounting Methods After Tax Reform (Self-Study) (JSODAMET)Eligibility for the cash method of accountingTaxpayers no longer bound to follow the Uniform Capitalization Rules under Section 263ATaxpayers eligible to use the completed contract method of accounting How to change a method of accounting to take advantage of these new rules
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (JSODANFP)Refining key planning and general auditing considerations to the not-for-profit environment Characteristics of not-for-profit financial statements that require special attention The auditor's consideration of fraud in auditing a not-for-profit entityAudit procedures to become comfortable with management's recording and reporting of contributions and promises to give Auditing how a not-for-profit entity gets from natural expenses to functional expenses Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements *Considerations related to Yellow Book and single audits
Self-Study		Format: On-Demand	8 CPE	Add
The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Self-Study) (JSODBCPE)Impact of the Tax Cuts and Jobs Act on S Corporations and partnership entities including coverage of Section 199ASelected Practice and Reporting Issues: What's new?A review of the key cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnershipsChoice of entity issues: is the C Corporation more of a viable choice after tax reform? Will it become preferred?Basis issues: at-risk, passive activities for partnerships and LLCsDebts between entity and the investors: open-account and written debt; defining bona fide debt for back-to-back loansImpact of the net investment income tax on the owners of pass-through entitiesAny late-breaking tax legislation*Review of the most important business tax cases, revenue rulings, PLRs, etc.
Self-Study		Format: On-Demand	8 CPE	Add
The Best Federal Tax Update Course by Surgent (Self-Study) (JSODBFTU)New loss limitation rules applicable to NOLs and the ability to offset incomeReformed child tax creditRevised home mortgage interest deductionTreatment of state and local taxesRepeal of itemized deductions previously subject to 2% AGI floorSurvival of individual AMT with increased exemptionsReduction to 7.5% floor for medical itemized deductions in 2017 and 2018 onlyIRA recharacterization limitsMonumental changes to the treatment of alimony for both payor and payeeSection 1031 like-kind exchangesCarried interestNew deferral possibility for stock optionsReduction in the corporate tax rateCorporate AMT repealNew bonus depreciation rules and expansion of sec 179Expansion of number of taxpayers able to use the cash method of accounting30% business interest limitationNew rules on entertainment expenses, including mealsNew business credit for wages paid due to family and medical leaveDoubling of estate and gift tax exemption to $22.36M for a married coupleComprehensive coverage of the emerging flagship item of tax reform, sec 199A and its alteration of pass-through taxation and planningRelevant state domicile issues which are quickly becoming a new source of practitioner profitReview of pertinent cases and rulings affecting taxpayersPractice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*The latest issues related to any other late-breaking tax law changes
Self-Study		Format: On-Demand	8 CPE	Add
The Best Individual Income Tax Update Course by Surgent (Self-Study) (JSODBITU)New loss limitation rules applicable to NOLs and the ability to offset incomeReformed child tax creditRevised home mortgage interest deductionTreatment of state and local taxesRepeal of itemized deductions previously subject to 2% AGI floorSurvival of individual AMT with increased exemptionsReduction to 7.5% floor for medical itemized deductions in 2017 and 2018 onlyIRA recharacterization limitsMonumental changes to the treatment of alimony for both payor and payeeNew rules on entertainment expenses, including mealsDoubling of estate and gift tax exemption to $22.36M for a married coupleComprehensive coverage of the emerging flagship item of tax reform, section 199A and its alteration of pass-through taxation and planningRelevant state domicile issues which are quickly becoming a new source of practitioner profitReview of pertinent cases and rulings affecting taxpayersPractice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and moreThe latest issues related to any other late-breaking tax law changes
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Choosing the Right Business Entity Post-Tax Reform (Self-Study) (JSODCETA)Businesses operating as a C Corporation Businesses operating as a pass-through entity Converting to a C Corporation in 2018 Adopting S Corporation status for 2018 The impact of the 20% deduction on pass-through entities Loss limitation provisions under the new tax legislation
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (JSODCGPT)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? Moving expenses and gross-up calculations Form 941 issues and problems, such as disability benefits, tip income, and deceased employees 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
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Preparation and Compilation Engagements Under the SSARS (Self-Study) (JSODCOM4)Relevant sections of SSARS No. 21, Clarification and RecodificationUpdates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24Comprehensive sample engagement work programs for preparation and compilation engagementsPrescribed form, specified line item, pro forma, and other engagement variationsComplete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagementsSSARS No. 21 implementation issues and peer review feedback
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Key COSO Concepts: Managing Risk to Achieve Your Business Objectives (Self-Study) (JSODCOS4)Important elements of the 2013 COSO guidance and how they can be applied to manage threats to an entity's ability to achieve its objectives Key components of internal control per the COSO Internal Control - Integrated Framework, and the significant role each plays in the design and operating effectiveness of internal control over reliable financial reporting Evaluating design and implementation of an entity's design on internal controls, including impact on risk of material misstatement in financial statements Testing controls for operating effectiveness, including determining sufficiency and appropriateness of the nature, timing, and extent of control testing procedures Special considerations when using outside service organizations Key concepts of the Enterprise Risk Management that expands on internal control, providing a more robust and extensive focus of broader risk management
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Self-Study) (JSODCRAU)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 ServicesSSARS No. 22, Compilation of Pro Forma Financial InformationSSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018Sample comprehensive engagement work programs for preparation, compilation and review engagementsReporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variationsOther communication requirements, such as sample engagement letters and management representation letters
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (Self-Study) (JSODCSSB)How to determine S Corporation shareholder stock and loan basis The positive and negative basis adjustments S Corporation shareholders make--and the order in which they are made The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses Shareholder loan basis rules
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Self-Study) (JSODCST4)Overall landscape of the construction industryGAAP and recent changes affecting the construction industryThe new Revenue Recognition Standard and its impact on the construction industryThe unique relationship between the contractor and the surety*The new lease FASB ASU and its impact on the construction industry
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's New Depreciation Rules for Bonus and Section 179 Expensing After Tax Reform (Self-Study) (JSODDRBE)Section 179Bonus depreciationListed property Depreciation rules for Qualified Improvement Property*When maximizing depreciation expense might not be the optimal tax strategy
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (JSODDRF4)Fraud's cost: ACFE's Report to the Nations; Ancillary costs Current economy: Microeconomics; Analyses COSO's Internal Control Framework: Principle #1 - Integrity/Ethics; Principle #8 - Fraud Risk Assessment Power of morale: Shrink the fraud triangle; Motivation *Why good folks go bad: What studies indicate; Five interesting findings; Red flags
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Ethics for Tax Professionals (Self-Study) (JSODEFTP)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*Abolishment of the disclaimer requirement
Self-Study		Format: On-Demand	2 CPE / 2 Ethics	Add
Surgent's Food, Beverage and Entertainment Expensing After Tax Reform (Self-Study) (JSODELEX)New rules relating to the deductibility of activities considered entertainment, amusement, or recreation, membership dues/professional duesDeductibility of food and beverage expensesQualified transportation expensesDeduction for facilities expenses
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Self-Study) (JSODEMIC)The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor How disgruntled independent contractors can use IRS Form 8919 against a former employer When and how to use Section 530 as a defense in worker classification audits What is "industry practice" for Section 530 purposes Common sense steps that will avoid characterization of workers treated as independent contractors as employees The IRS's Voluntary Classification Settlement Program—advantages and disadvantages
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's The Essential Course for Preparing Not-for-Profit Financial Statements Under ASU No. 2016-14 (Self-Study) (JSODENFP)Changes in the reporting of net assets and how they will play out in the statement of financial position and the statement of activitiesHow the reporting of functional and natural expense information is changingThe new requirements related to providing liquidity informationChanges to the statement of cash flowsCore not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and moreDeveloping issues related to revenue recognition and leases
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (JSODEXI4)Criteria that the IRS uses to select returns for examinationWorker classification determinations on who is an employee and who is an independent contractorS Corporation officer's reasonable compensation issuesResponsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (Self-Study) (JSODFANG)The current GAAS requirements related to fraud found in AU Section 240, Consideration of Fraud in a Financial Statement AuditThe current Yellow Book requirements related to fraud and abuseCommon 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 governmentsRecent 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 fraudRecent 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 assetsTools for fraud prevention and detection
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Understanding the Foreign Account Tax Compliance Act (Self-Study) (JSODFOR1)Taxpayers required to file Form 8938Specified foreign financial assets reportable on Form 8938 FATCA reporting thresholds for those individuals living in the United States and those living abroadFATCA treatment of jointly owned reportable assetsMeaning of an reportable "interest" in a specified foreign financial interestValuing specified foreign financial assetsNotable exceptions from the requirement to file Form 8938Mechanics of filing Form 8938Penalties for failure to fileForm 8938 and the FBARForm 8938 and Offshore Voluntary Disclosure ProgramForeign Institutional reporting under FATCA
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Report of Foreign Bank and Financial Accounts (Self-Study) (JSODFOR2)New filing date for FinCen Form 114Individuals required to file FinCen Form 114Reporting thresholds for FinCen Form 114Penalties for failure to file a required FinCen Form 114Offshore Voluntary Disclosure Program Delinquent FBAR Submission Procedures*Other foreign activity reporting including foreign trusts, partnerships interests, and investments in foreign corporations
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Recently Issued U.S. GAAP: What Small and Mid-Size Nonpublic Entity CPAs Need to Know and Do Now, Not Later (Self-Study) (JSODGAAP)Private Company Council (PCC) influenced U.S. GAAP alternatives, such as common control leasing arrangements, interest rate swaps and goodwillWhat nonpublic reporting entities need to do now related to ASU 2014-09 Revenue RecognitionThe impact of the new ASU 2016-02 Leases, and whether there is anything entities need to do now to prepare for implementationHighlights of other ASUs with open effective dates for nonpublic business entities that have the greatest likelihood of changing the financial statements of smaller entities*Significant pending FASB activity related to smaller private businesses
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's How to Do a GAAS Audit (Self-Study) (JSODGAAS)How today's GAAS is organized into seven facets of an audit (i.e., general principles and responsibilities; risk assessment and response to assessed risks; audit evidence; using the work of others; audit conclusions and reporting; special considerations; and special considerations in the United States)Key terminology used in the audit processImportant considerations, determinations and requirements that pertain to each of the seven facets of an auditHow the theory in today's GAAS translates to the real world*Answers to frequent questions that arise in the application of GAAS
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (JSODGNAA)The key changes and challenges contained in the revised Yellow BookDeveloping issues related to performing single audits under the OMB's Uniform Guidance for Federal AwardsKey AICPA developments affecting audits of governments and nonprofits and a special look at the role AU-C section 230, Audit Documentation, plays in governmental and nonprofit auditsRecent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions*Preparing for the implementation of the new FASB ASU on nonprofit financial reporting (i.e., ASU No. 2016-14) while also developing a deeper understanding of the effects that the FASB ASUs on leases (i.e., ASU No. 2016-02) and revenue recognition (i.e., ASU No. 2014-09) will have on nonprofits in the years to come
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (JSODGPT4)Statutory employees, independent contractors, and possible changes to Section 530 reliefUsing SS-8Payroll 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
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Self-Study) (JSODHMBI)Applicable coverage of any basis considerations within the Tax Cuts and Jobs Act, or other recent tax legislation enacted before the presentationDiscuss a proposal for a yet to be developed new tax form, which calculates basis, designed to be attached to individual returnsExecutor's new IRS form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?How Section 179 limitations affect basis and how tax-benefit rule is applied Basis implications of personal assets converted to business useHow to calculate basis of inherited qualified and joint tenancy propertyNew rules for NOLsS Corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S Corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S Corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary new TCJA post-termination rules for eligible corporations, which will be important for S Corps returning to C Corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, TCJA cleans up the basis treatment of charitable contributions and foreign taxes paid
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Individual and Financial Planning Tax Camp (Self-Study) (JSODIFCP)Understanding the environment: what's new, what's expired or expiring, and what's likely to changeReview of pertinent changes from tax reformReading a tax return for developing client-specific tax strategiesWill there be more changes in the individual tax laws?The net investment income tax: planning for complianceFamily income-splitting strategies that need to be consideredIncome tax issues: impact on timing of other income, selection of investmentsUsing Roth IRAs and Roth contribution programs to best advantageConversions: do they still make sense?Taking distributions: matching timing to client requirementsQualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employedPrioritizing allocations among investment, retirement, and college funding vehiclesWhat to do about itemized deductionsTrans-generational planning: conversions, income and gain-splittingIdentifying tax opportunities: reviewing the prior-year return to develop a plan for the futurePlanning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Challenges in Implementing Topic 606 for Entities with Long-Term Construction Projects (Self-Study) (JSODLTC4)Topic 606's five-step revenue recognition modelDetermining whether to recognize revenue over time or at a point in time under Topic 606Other unique considerations in applying the five-step model for entities currently using SOP 81-1Lessons learned and best practices from entities already adopting Topic 606
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Navigating Your Client Through the IRS Appeals Process (Self-Study) (JSODNAV4)Requesting a meeting or phone conference with the examiner's supervisor Requesting review of the examiner's decision by a local appeals office * Small case requests when tax, penalties, and interest for each period are $25,000 or less * Writing and filing a Formal Protest, including required information * Alternative Dispute Resolution options available to clients * Negotiation and time limitations
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Examining the New Lease Accounting Standard: More Than Meets the Eye (Self-Study) (JSODNLS4)ASU No. 2016-02, Leases (Topic 842)Overall lease accounting guidanceLessor Accounting 101Lessee Accounting 101Detailed review of accounting by lessees and lessorsSale and leaseback transactionsTransition guidanceOther operational issues*Recently issued updates to the lease accounting guidance
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Implementing Topic 606: Tackling the Tough Issues in Adopting the New Revenue Recognition Standard (Self-Study) (JSODNRRS)ASC Topic 606, Revenue from Contracts with CustomersThe FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidancePresentation and disclosure requirementsRecent ASUs that provide implementation guidance for the standardIndustry specific implementation issues and guidanceIdentifying performance obligationsAccounting for licensesIdentifying a "material right" in an optionOther operational issues related to implementationFeedback from public entity implementation of Topic 606
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (JSODPCTR)Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed returnThe 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 returnsNew tax-planning strategies for depreciation deductions, including changes to Section 179 and depreciation as a result of new tax legislationMethods of accounting -- Application and choicesIn-depth analysis of Form 4797 dealing with depreciation recaptureDeductible expenses -- including rules on meals and entertainmentComputation of tax liabilityOverview 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 concernAnd much more
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (JSODPITR)Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" formsTaking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Section 199A qualified business income, its calculation, limitations, and examplesMalodorous Form 8867 -- Changes again this year!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 issuesSelf-employed person issuesSchedule C deductions including depreciationSale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gainsA 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 computation -- The Kiddie Tax, AMT, regular tax, tax credits Individual problems illustrating form preparation for various items, with numerous "practice tips" *Impact of recent legislation and forms changes on the 1040
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Self-Study) (JSODPLF4)Differences between planning and budgetingThe business modelStrategic plan, marketing plan, and technology planFinancial forecasting and financial risk analysisFive-year operating plan and the sales/income planIntermediate planning and capital equipment planningOne-year operating plan and monthly planningCash plan and risk plan
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's The 2018 Yellow Book Revision (Self-Study) (JSODQUA4)Critical concepts related to applying the new Yellow Book including when the standards are applicable; the types of engagements involved; the relationship between the Yellow Book and other standards; and the importance of stating compliance with the Yellow Book in reportingThe new Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer reviewThe new Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal controlThe new Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (JSODRET4)Syndications and other forms of ownershipDepreciation and recaptureLand developmentPassive activity losses*Like-kind exchanges
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (JSODREV4)Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Reducing Your Business Owner Clients' Exposure to Social Security and Self-Employment Taxes (Self-Study) (JSODREXE)Section 1402(a)(1) exclusions from the definition of self-employment incomeApplication of the SE tax to members of limited liability companies Taking a self-employed owner's health insurance deductions taken against self-employment tax How using the S Corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax How hiring a spouse and/or children helps reduce self-employment tax Differentiating between income treated as self-employment income and income that is not self-employment income
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Section 199A NEW Developments: What You Need to Know to Prepare 2018 Tax Returns in Light of IRS Final Regulations (Self-Study) (JSODS19U)When is a rental activity a trade or business?How to calculate the Section 199A deductionDefinitions that apply for purposes of the Section 199A deductionNew insights into the definition of a specified service trade or businessSec. 199A rules for owners of pass-through entitiesRequirements for aggregation of separate trades or businesses
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Self-Study) (JSODS754)How and why a partnership makes a 754 electionThe effect of the 754 election when an interest in a partnership is sold or inheritedHow the 754 election applies when a partnership makes a distribution of property to one or more of its partnersAllocating the 754 basis adjustment*Automatic built-in loss provisions -- including an important change brought about by the Tax Cuts and Jobs Act of 2017
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Strategies for Maximizing Social Security Benefits (Self-Study) (JSODSPMB)When is a person eligible to take Social Security benefits?Selecting the most advantageous option for taking Social Security benefits Is there a best age to start taking Social Security benefits? How to maximize Social Security benefit payments to surviving spouses How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? How minor children can collect Social Security benefits based on the work record of an older parent
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Advanced Concepts in SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Self-Study) (JSODSS21)Navigating the impact of SSARS Nos. 21- 24 without risking noncompliance with professional and ethical requirementsPreventing malpractice claims related to nonattest accounting servicesIdentifying and safeguarding independence threats when issuing attest reportsEstablishing an understanding with the client regarding non-audit servicesDefining the varying levels of responsibility for accountants performing non-audit servicesPerforming compilations and reviews effectively and efficiently, including nature and extent of documentation considerationsPractice performing analytical review procedures appropriately, including developing proper advance expectations for review engagementsProperly considering going concern, subsequent events, and other disclosure mattersCommon issues related to peer reviews, including recurring reporting problemsApplying financial analysis best practices to help your clients better interpret their financial results
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Successfully Navigating the Impacts of SSARS No. 21-23 (Self-Study) (JSODSSAR)Satisfying the completely clarified and revised professional standards related to preparation of financial statements, compilations and reviews, highlighting requirements of SSARS No. 21-24Differentiating when it is appropriate to perform a preparation of financial statements non-attest service instead of a compilation engagement requiring a report to be issued*Highlighting the major reporting changes for compilations and reviews
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now (Self-Study) (JSODSSRB)Legislative developmentsA full chapter devoted to determining the best planning options for maximizing joint Social Security benefitsRetirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unitQualification: Has the client retired? How business entities may be used for Social Security advantageIncome taxation of Social Security: avoidance tacticsSpousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?Hiring the spouse: When is it effective?Disability benefitsWhen to start Social Security benefits: Advantages and disadvantages at ages 62, 66, and 70Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefitsIRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (JSODSTRI)New issues for the current year tax return and Section 199AInstallment sales -- understanding the complicated issuesForm 8582: Passive losses with carryovers -- Complicated case with filled-in formsPuts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax returnCapital 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 knowPassive 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 taxAlternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a clientForm 6251: Detailed calculation example
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Enhancing Audit Quality: Best Practices in Documenting and Reviewing Your Work (Self-Study) (JSODSWLD)Understanding the quality control standards and guidance related to a CPA firm's responsibilities for its system of quality control over the audit practice The primary purpose of audit documentation, and minimum documentation requirements Tips for an efficient workpaper review process that complies with relevant standards How to audit financial statement areas that commonly contain significant judgments or conclusions that require strong supporting audit documentation, including when consultations may be appropriate (e.g., substantive analytical procedures and estimates) Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Considering ethics as a critical element of high-quality workpaper reviews The critical role of the engagement partner related to the overall quality of an engagement The responsibilities of the engagement quality control reviewer in evaluating the significant judgments the engagement team made and conclusions reached in formulating the report *The importance of monitoring compliance with engagement quality control policies and procedures
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (JSODTCF4)Economic updateManaging for productivityMetrics and benchmarkingSocial media and the cloud*Negotiation skills for finance professionals
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Essential Depreciation and Expensing Update (Self-Study) (JSODTDP4)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 periodWhat is "listed property" and what are the current limitations?Amortization of start-up, organization, and other expendituresNew regulations on capitalization of tangible assets and procedures for automatic changes in accounting method associated with the new depreciation rulesAMT depreciation adjustments and how to avoid themExamples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Challenges in Implementing Topic 606 for Entities in the Technology Sector (Self-Study) (JSODTEC4)Topic 606's five-step revenue recognition modelChanges in accounting guidance between Topic 606 and SOP 97-2Allocation approaches of transaction price under Topic 606Other unique implementation issues for entities currently using SOP 97-2 for revenue recognition purposes*Lessons learned and best practices from entities already adopting Topic 606
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (JSODTFBC)Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S CorporationGain a comprehensive understanding of income tax laws for S Corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issuesRecognize and properly handle special pass-through items of income and expenseAccurately prepare S Corporation returns and reconcile book income to taxable incomeAccurately prepare partnership returns and reconcile book income to taxable incomeProperly handle the tax treatment of distributions to shareholders, partners, or membersUnderstand the special restrictions and sanctions for tax year end selectionReview the basics of partnership and LLC formation and basis calculationSelf-employment tax or NOT, for each entityFilling in K-1s correctly for S Corporations, partnerships, and LLCsHow the Affordable Care Act affects tax returnsThe most frequently used forms and schedules, including some form "oddities"
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's The Essential Course for Performing Single Audits Under the Uniform Guidance for Federal Awards (Self-Study) (JSODUGID)Core concepts involved in the single auditThe current requirements relating to the schedule of expenditures of federal awards (i.e., the SEFA) and how the auditor provides an in relation to opinion on the SEFAAn in-depth, commonsense look at the four-step major program determination process and common problems encountered in its applicationPerforming the compliance audit of federal awards (i.e., the auditor's responsibilities related to internal control and compliance for major programs and how the auditor utilizes the Compliance Supplement)Auditee and auditor responsibilities related to the corrective action plan and the summary schedule of prior audit findingsThe auditor's reporting responsibilities in a single audit including the critical requirements related to the schedule of findings and questioned costs*Other significant issues (e.g., key sampling considerations, pass-through entities, and program-specific audits)
Self-Study		Format: On-Demand	8 CPE	Add
Form 1041 Workshop (Webinar) (WC104104)* Impact of fiduciary taxation law, tax rates and the Medicare surtax* The tax cost of accumulating taxable income in a estate or non-grantor trust* Fiduciary accounting issues that impact distributions from entities or trustee's power to adjust* Distribution deduction and planning strategies* Death of grantor or first spouse, and related reporting and planning issues* California Form 541 issues and updates
1/27/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Form 1041 Workshop (Webinar) (WC104105)* Impact of fiduciary taxation law, tax rates and the Medicare surtax* The tax cost of accumulating taxable income in a estate or non-grantor trust* Fiduciary accounting issues that impact distributions from entities or trustee's power to adjust* Distribution deduction and planning strategies* Death of grantor or first spouse, and related reporting and planning issues* California Form 541 issues and updates
1/27/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
1099 Changes and Best Practices (Webinar) (WA269276)Understand the role of the Form W-9 in obtaining correct taxpayer identification information Recognize the triggers for backup withholding 24% of a payment in US federal income taxes Appreciate the role of the IRS's TIN Matching System in avoiding payee name-TIN mismatches and helping to prevent B Notice lists and proposed penalty notices Identify the basic rules for withholding 30% tax from and reporting payments to foreign vendors on Form 1042-S
1/29/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
Accounting for Deferred Income Taxes After Tax Reform (Webinar) (WA289943)Deferred Tax Asset Backgrounder Accounting Issues Raised by the Tax Cut and Jobs Act FASB Accounting Standards Update 2018-2 Conclusion
2/18/2020	2 - 4 p.m.	Online	2 CPE	Add
Accounting for Deferred Income Taxes After Tax Reform (Webinar) (WA289994)Deferred Tax Asset Backgrounder Accounting Issues Raised by the Tax Cut and Jobs Act FASB Accounting Standards Update 2018-2 Conclusion
3/30/2020	9 - 11 a.m.	Online	2 CPE	Add
Is Ethics about Fitness or Flourishing? (Webinar) (WA290555)Why Bother with Ethics? Is there Really Such a Thing as Ethics Darwin and the Idea of Survival of the Fittest Aristotle and the Idea of Human Flourishing Is Professional Ethics about Fitness or Flourishing?
2/4/2020	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
Is Ethics about Fitness or Flourishing? (Webinar) (WA290606)Why Bother with Ethics? Is there Really Such a Thing as Ethics Darwin and the Idea of Survival of the Fittest Aristotle and the Idea of Human Flourishing Is Professional Ethics about Fitness or Flourishing?
3/18/2020	11:30 a.m. - 1:30 p.m.	Online	2 CPE / 2 Ethics	Add
Taking a Global View of Professional Ethics (Webinar) (WA291219)What is "Ethics"? Interaction between Law and Ethics Update on Professional Ethics Codes: AICPA Code of Professional Conduct, IESBA (IFAC) Code of Ethics for Professional Accountants, IESBA Code Special Topic: Non-Compliance with Laws and Regulations (NOCLAR) Case Study: Accountants' Professional Ethics and Wrongful Discharge Claims
2/5/2020	8 - 10 a.m.	Online	2 CPE / 2 Ethics	Add
Taking a Global View of Professional Ethics (Webinar) (WA291270)What is "Ethics"? Interaction between Law and Ethics Update on Professional Ethics Codes: AICPA Code of Professional Conduct, IESBA (IFAC) Code of Ethics for Professional Accountants, IESBA Code Special Topic: Non-Compliance with Laws and Regulations (NOCLAR) Case Study: Accountants' Professional Ethics and Wrongful Discharge Claims
3/27/2020	9:30 - 11:30 a.m.	Online	2 CPE / 2 Ethics	Add
To Verify or Let It Fly: What to Do About Questionable Tax Return Information (Webinar) (WA291831)Clear Reflection of Income: Really? The Verification Drill Tax Ethics and the Conceptual Framework The Tax Uncertainties Dance (Tax and Financial Reporting) *Cases and Controversies: Blanco v. United States and U.S. v. Fairchild
1/30/2020	9:30 - 11:30 a.m.	Online	2 CPE / 2 Ethics	Add
To Verify or Let It Fly: What to Do About Questionable Tax Return Information (Webinar) (WA291882)Clear Reflection of Income: Really? The Verification Drill Tax Ethics and the Conceptual Framework The Tax Uncertainties Dance (Tax and Financial Reporting) *Cases and Controversies: Blanco v. United States and U.S. v. Fairchild
2/18/2020	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
Accounting and Auditing Update (Webinar) (WCAAAU03)* Review of select AICPA Technical Questions and Answers* Recent changes to revenue recognition, leasing and financial instruments* Compilation and review standards and interpretations (SSARS)* Auditing standards and interpretations (SAS & SSAE)
3/20/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Accounting and Auditing Update (Webinar) (WCAAAU04)* Review of select AICPA Technical Questions and Answers* Recent changes to revenue recognition, leasing and financial instruments* Compilation and review standards and interpretations (SSARS)* Auditing standards and interpretations (SAS & SSAE)
3/20/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Accounting Analysis Basics (Webinar) (WCAADD04)* 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.
2/7/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New Analyzing Financial Statements: A Guide (Webinar) (WCAAFF03)Financial Statement Analysis--Part 1, Financial Statement Analysis--Part 2
2/21/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
New Analyzing Financial Statements (Webinar) (WCAAFG03)Financial Reporting and Financial Statements, A Closer Look at Financial Statements, * Financial Statement Analysis--Part 1, * Financial Statement Analysis--Part 2
2/13/2020	10 a.m. - 2 p.m.	Online	4 CPE	Add
New Analyzing Financial Statements (Webinar) (WCAAFS06)Financial Reporting and Financial Statements, A Closer Look at Financial Statements, * Financial Statement Analysis--Part 1, * Financial Statement Analysis--Part 2
2/20/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New Analyzing Financial Statements (Webinar) (WCAAFS07)Financial Reporting and Financial Statements, A Closer Look at Financial Statements, * Financial Statement Analysis--Part 1, * Financial Statement Analysis--Part 2
2/20/2020	10 a.m. - 5:30 p.m.	Online	8 CPE	Add
New Analytical Procedures for Reviews and Audits (Webinar) (WCAAPR02)Using knowledge of the client and changes to develop expectations, Knowing when to stop investigating fluctuations, * Selecting the most effective and efficient Aps * Documenting APs
1/28/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
New Analytical Procedures for Reviews and Audits (Webinar) (WCAAPR03)Using knowledge of the client and changes to develop expectations, Knowing when to stop investigating fluctuations, * Selecting the most effective and efficient Aps * Documenting APs
3/12/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
New Attestation Standards (Webinar) (WCAAS403)Major changes in SSAE 18, Agreed-upon procedures, * Examinations and reviews, * Application of other explanatory material
2/11/2020	10 a.m. - 2 p.m.	Online	4 CPE	Add
New Assisting the Survivors: CPA's Role in the Decedent's Estate (Webinar) (WCAASD05)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, etc.) * Estate accounting--your state's Uniform Principal and Income Act * Estate tax returns (federal and state) * Income taxation of a decedents' 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
1/27/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New Assisting the Survivors: CPA's Role in the Decedent's Estate (Webinar) (WCAASD06)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, etc.) * Estate accounting--your state's Uniform Principal and Income Act * Estate tax returns (federal and state) * Income taxation of a decedents' 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
1/27/2020	10 a.m. - 5:30 p.m.	Online	8 CPE	Add
New Attestation Standards (Webinar) (WCAASS03)Major changes in SSAE 18, Agreed-upon procedures, * Examinations and reviews, * Application of other explanatory material
2/6/2020	10 a.m. - 2 p.m.	Online	4 CPE	Add
New Advanced Tax Practice (Webinar) (WCAATP05)IRC Section 6694 regulations, Best practices and the value of engagement letters, * Understanding required "levels of authority" for tax positions, * Circular 230 and AICPA Standards relating to tax return positions, * Tax research, documentation, and opinions, * Case studies in analysis of risk in tax return positions, * Current developments in tax practice management and responsibilities of tax partners
2/13/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New Advanced Tax Practice (Webinar) (WCAATP06)IRC Section 6694 regulations, Best practices and the value of engagement letters, * Understanding required "levels of authority" for tax positions, * Circular 230 and AICPA Standards relating to tax return positions, * Tax research, documentation, and opinions, * Case studies in analysis of risk in tax return positions, * Current developments in tax practice management and responsibilities of tax partners
2/13/2020	10 a.m. - 5:30 p.m.	Online	8 CPE	Add
New Advanced Tax Update for Experienced Practitioners (Webinar) (WCAATU05)Current developments affecting individuals, businesses, partnership and LLCs, S Corporations, tax exempts, estates trusts and gifts, and IRS Practice and Procedure, Up to date discussion of key issues related to the Tax Cuts and Jobs Act * Planning ideas, * Court decisions, new law, regulations, rulings, revenue procedures, technical advice memoranda, Chief Counsel advisories, and more * Ethical standards for tax practice * IRS implementation of statutory reforms * Tax practice management and liability issues
1/24/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New Advanced Tax Update for Experienced Practitioners (Webinar) (WCAATU06)Current developments affecting individuals, businesses, partnership and LLCs, S Corporations, tax exempts, estates trusts and gifts, and IRS Practice and Procedure, Up to date discussion of key issues related to the Tax Cuts and Jobs Act * Planning ideas, * Court decisions, new law, regulations, rulings, revenue procedures, technical advice memoranda, Chief Counsel advisories, and more * Ethical standards for tax practice * IRS implementation of statutory reforms * Tax practice management and liability issues
1/24/2020	10 a.m. - 5:30 p.m.	Online	8 CPE	Add
New C Corporation: Advanced (Webinar) (WCACCA05)Unique C Corporation tax rules, Corporate organization--Secs. 351 and 357 * Distributions by corporations--Sec. 301 * Stock redemptions--Sec. 302 * Corporate liquidations--Sec. 331, * Corporate reorganizations--Sec. 368 * Split ups--Sec. 355 * Carryovers, NOLs, and other tax attributes--Sec. 382 * Debt vs. equity--Sec. 385 * Qualified small business stock--Sec. 1202
2/13/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New C Corporation: Advanced (Webinar) (WCACCA06)Unique C Corporation tax rules, Corporate organization--Secs. 351 and 357 * Distributions by corporations--Sec. 301 * Stock redemptions--Sec. 302 * Corporate liquidations--Sec. 331, * Corporate reorganizations--Sec. 368 * Split ups--Sec. 355 * Carryovers, NOLs, and other tax attributes--Sec. 382 * Debt vs. equity--Sec. 385 * Qualified small business stock--Sec. 1202
2/13/2020	10 a.m. - 5:30 p.m.	Online	8 CPE	Add
New Disclosure: The Key to Financial Statements (Webinar) (WCADKF05)Special emphasis is given to common disclosure deficiencies noted in practice, Recent changes in revenue, leases, subsequent events, going concern, loss contingencies, financial instruments, and fair value, * Risks and uncertainties and accounting policies, * Liabilities--how debt violations impact classification, * Uncertain tax positions, * Accounting changes, error corrections, and other categories in the income statement, * Cash flow statements
3/17/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New Disclosure: The Key to Financial Statements (Webinar) (WCADKF06)Special emphasis is given to common disclosure deficiencies noted in practice, Recent changes in revenue, leases, subsequent events, going concern, loss contingencies, financial instruments, and fair value, * Risks and uncertainties and accounting policies, * Liabilities--how debt violations impact classification, * Uncertain tax positions, * Accounting changes, error corrections, and other categories in the income statement, * Cash flow statements
3/17/2020	10 a.m. - 5:30 p.m.	Online	8 CPE	Add
New Project Management: Fundamentals (Webinar) (WCADPM03)* Project leadership and teamworkProject scopeWork breakdown structureResponsibility matrixProject scheduling and milestonesNetwork diagramsGantt chartProject resource allocationProject communicationDecision analysisTake away tool kit includes Word document of all forms and tools for future use and customization
2/14/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New Project Management: Fundamentals (Webinar) (WCADPM04)* Project leadership and teamworkProject scopeWork breakdown structureResponsibility matrixProject scheduling and milestonesNetwork diagramsGantt chartProject resource allocationProject communicationDecision analysisTake away tool kit includes Word document of all forms and tools for future use and customization
2/14/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New Estate Planning for the 99%: Portability and More (Webinar) (WCAEPP03)How "old-style" estate plans actually increase the heirs taxes under the current law The uses and limitations of the portability election Locking in the higher exclusion amount created by the Tax Cuts and Jobs Act with a portability election. Using a QTIP election to combine portability with a trust to hold the decedent's assets
2/18/2020	10 a.m. - 2 p.m.	Online	4 CPE	Add
New Goodwill and Intangibles (Webinar) (WCAGI202)Recording goodwill and intangibles, Testing goodwill and intangibles for impairment, * Disclosing goodwill and intangibles as well as any related impairments
1/27/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
New Goodwill and Intangibles (Webinar) (WCAGI203)Recording goodwill and intangibles, Testing goodwill and intangibles for impairment, * Disclosing goodwill and intangibles as well as any related impairments
3/20/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
New Introduction to U.S. Taxation of International Transactions (Webinar) (WCAIIT05)Sourcing of income, Section 911--foreign source income Expatriation rules for US citizens and long-term residentsForeign tax creditsForeign corporationsControlled Foreign Corporations (CFCs)** Passive Foreign Investment Companies (PFICs), * Withholding taxes"Sub-part F" incomeTransfer Pricing--IRC Sec. 482Tax treatiesTaxation of foreign persons*Current developments in U.S. taxation of foreign transaction
2/14/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New Introduction to U.S. Taxation of International Transactions (Webinar) (WCAIIT06)Sourcing of income, Section 911--foreign source income Expatriation rules for US citizens and long-term residentsForeign tax creditsForeign corporationsControlled Foreign Corporations (CFCs)** Passive Foreign Investment Companies (PFICs), * Withholding taxes"Sub-part F" incomeTransfer Pricing--IRC Sec. 482Tax treatiesTaxation of foreign persons*Current developments in U.S. taxation of foreign transaction
2/14/2020	10 a.m. - 5:30 p.m.	Online	8 CPE	Add
New New Businesses: Advising Clients on Related Tax Issues (Webinar) (WCANBA03)The types of business entities that the Internal Revenue Code knows about The special case of the limited liability company (LLC) and applying the check-the-box regulations** Advantages and disadvantages of the various entity typesTax free incorporation under IRC Section 351 and what can turn the formation into a taxable eventTax 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
2/18/2020	10 a.m. - 2 p.m.	Online	4 CPE	Add
New Navigating Divorce: Tax & Litigation Issues (Webinar) (WCANDT05)Lawyer's concept of advocacy versus cooperation on tax issues, Identification of marital assetsValuation of closely-held business interestsTypical pre-divorce tactics by people trying to obscure the facts or hide assets"Hidden" after-tax asset valuesMarital home and the Section 121 exclusionAlimony and the major changes in its treatment found in the Tax Cuts and Jobs Act, Child support, property division, and transfersQualified Domestic Relations Orders (QDRO)--allocations of qualified plan benefits and/or assets"Innocent spouse" rules*The joys of a well-negotiated settlement
2/13/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New Navigating Divorce: Tax & Litigation Issues (Webinar) (WCANDT06)Lawyer's concept of advocacy versus cooperation on tax issues, Identification of marital assetsValuation of closely-held business interestsTypical pre-divorce tactics by people trying to obscure the facts or hide assets"Hidden" after-tax asset valuesMarital home and the Section 121 exclusionAlimony and the major changes in its treatment found in the Tax Cuts and Jobs Act, Child support, property division, and transfersQualified Domestic Relations Orders (QDRO)--allocations of qualified plan benefits and/or assets"Innocent spouse" rules*The joys of a well-negotiated settlement
2/13/2020	10 a.m. - 5:30 p.m.	Online	8 CPE	Add
New Nonstatistical Sampling for Efficient Audits (Webinar) (WCANSE03)Requirements under the risk assessment standards, Planning nonstatistical procedures, * Sampling when testing controls and when performing substantive tests, * Sampling techniques, * Determining sample sizes, * Use of probability proportional to size sampling, * Sampling error evaluation problems, * Documentation requirements
3/18/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
New Oil and Gas Taxation: Advanced Issues (Webinar) (WCAOGA05)Separate property elections, Geological & Geophysical CostsIntangible Drilling Cost and utilizing the appropriate electionsAbandonment lossesCalculating maximum depletion and depreciation deductionsStructuring deals, * Qualified business income deduction under Section 199A, and how it will differ from prior benefits under Section 199*Updating participants on federal tax law changes, cases, rulings and procedures
2/5/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New Oil and Gas Taxation: Advanced Issues (Webinar) (WCAOGA06)Separate property elections, Geological & Geophysical CostsIntangible Drilling Cost and utilizing the appropriate electionsAbandonment lossesCalculating maximum depletion and depreciation deductionsStructuring deals, * Qualified business income deduction under Section 199A, and how it will differ from prior benefits under Section 199*Updating participants on federal tax law changes, cases, rulings and procedures
2/5/2020	10 a.m. - 5:30 p.m.	Online	8 CPE	Add
New Pitfalls and Problems in Financial Statement Disclosures (Webinar) (WCAPPF02)General disclosures including accounting policies, contingencies, subsequent events, risks and uncertainties, and related parties, Recent changes in revenue, leases, subsequent events, going concern, loss contingencies, financial instruments, and fair value, * Balance sheet items, including cash and investments, * Liability issues, including classification problems, * Income statement areas--accounting changes and error corrections, discontinued operations, disclosures, and income taxes, including uncertain tax positions,industry.
2/14/2020	10 a.m. - 2 p.m.	Online	4 CPE	Add
New An Overview of the SEC's Financial Reporting and Disclosure Requirements (Webinar) (WCASEC05)Overview of the SEC laws that govern the securities industry, 10-Q, 10-K and 8-K filings, * Staff Accounting Bulletins (SABs), * SEC disclosure requirements, * Comment letters, * Selected topics from the SEC's Financial Reporting Manual
3/27/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New An Overview of the SEC's Financial Reporting and Disclosure Requirements (Webinar) (WCASEC06)Overview of the SEC laws that govern the securities industry, 10-Q, 10-K and 8-K filings, * Staff Accounting Bulletins (SABs), * SEC disclosure requirements, * Comment letters, * Selected topics from the SEC's Financial Reporting Manual
3/27/2020	10 a.m. - 5:30 p.m.	Online	8 CPE	Add
New Special Purpose Frameworks (Webinar) (WCASPF05)When is a presentation a special purpose frameworks or a U.S. GAAP departure, The AICPA's Financial Reporting Framework for Small- and Medium-Sized Entities, * Common book versus tax differences (updated for the Tax Cuts and Jobs Act of 2017), * Tax basis financials--what to do with non-taxable and non-deductible items, * Disclosure rules for SPFs, * Statement of cash flows in SPFs, * Using special purpose presentations
3/17/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New Special Purpose Frameworks (Webinar) (WCASPF06)When is a presentation a special purpose frameworks or a U.S. GAAP departure, The AICPA's Financial Reporting Framework for Small- and Medium-Sized Entities, * Common book versus tax differences (updated for the Tax Cuts and Jobs Act of 2017), * Tax basis financials--what to do with non-taxable and non-deductible items, * Disclosure rules for SPFs, * Statement of cash flows in SPFs, * Using special purpose presentations
3/17/2020	10 a.m. - 5:30 p.m.	Online	8 CPE	Add
New Tax Basis and Other Special Purpose Frameworks Presentations (Webinar) (WCASPT02)* What are the most common U.S. GAAP versus tax differences? * Which footnotes can be eliminated in special purpose frameworks presentations? * What does "communicate the substance of U.S. GAAP disclosures" mean under the AICPA interpretation? * Are changes needed to the body of statements when tax basis financials are presented?, * Should tax basis statements include non-taxable and non-deductible items? * Can any financial statements be eliminated in a special purpose frameworks presentation?, * How does the Tax Cuts and Jobs Act of 2017 impact tax basis financial statements?, * What changes in presentation and disclosure are required with regards to the Tax Cuts and Jobs Act of 2017?
1/30/2020	10 a.m. - 2 p.m.	Online	4 CPE	Add
New Tax Basis and Other Special Purpose Frameworks Presentations (Webinar) (WCASPT03)* What are the most common U.S. GAAP versus tax differences? * Which footnotes can be eliminated in special purpose frameworks presentations? * What does "communicate the substance of U.S. GAAP disclosures" mean under the AICPA interpretation? * Are changes needed to the body of statements when tax basis financials are presented?, * Should tax basis statements include non-taxable and non-deductible items? * Can any financial statements be eliminated in a special purpose frameworks presentation?, * How does the Tax Cuts and Jobs Act of 2017 impact tax basis financial statements?, * What changes in presentation and disclosure are required with regards to the Tax Cuts and Jobs Act of 2017?
3/18/2020	10 a.m. - 2 p.m.	Online	4 CPE	Add
New Asset Protection (Webinar) (WCASSE03)* 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
1/28/2020	12 - 2 p.m.	Online	2 CPE	Add
Auditing Standards: A Comprehensive Review (Webinar) (WCAUSC03)Efficient audit planning, documentation and research. Risk assessment procedures relate control risk to substantive testing; and reduce the risk of lawsuit. Fraud requirements. Testing management's estimates. *Auditing standards.
2/10/2020	8:30 a.m. - 4 p.m.	Online	16 CPE	Add
Auditing Standards: A Comprehensive Review (Webinar) (WCAUSC04)Efficient audit planning, documentation and research. Risk assessment procedures relate control risk to substantive testing; and reduce the risk of lawsuit. Fraud requirements. Testing management's estimates. *Auditing standards.
2/10/2020	10:30 a.m. - 6 p.m.	Online	16 CPE	Add
New Variable Interest Entities and Related Party Leases (Webinar) (WCAVIE02)Background and recent developments, Consolidated requirement, * Applying variable interest entity guidance to common control leasing arrangements, * Illustrative examples and questions for discussion
1/27/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
Buying and Selling Corporate Businesses: Asset Sales (Webinar) (WCBSCA03)* Stock sale vs. asset sale: tax and non-tax differences.* Compensating the selling shareholders for services performed.* Covenants not to compete.* Personal goodwill.* Contingent consideration.* Built-in gain planning.* Installment sales.* Allocation of purchase price among the assets.* Planning when target has net operating losses or tax credits.
1/29/2020	2:30 - 6 p.m.	Online	4 CPE	Add
Buying and Selling Corporate Businesses: Stock Sales (Webinar) (WCBSCS03)n/a
1/29/2020	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Business Writing Series: Highlights of Grammar and Punctuation (Webinar) (WCBWSH03)Business writing Grammar *Punctuation
2/20/2020	1 - 3 p.m.	Online	2 CPE	Add
Business Writing Series: Planning and Organizing Your Writing (Webinar) (WCBWSP03)* Business writing* Planning writing projects* Project management
2/27/2020	1 - 3 p.m.	Online	2 CPE	Add
Business Writing Series: 10 Principles of Effective Email (Webinar) (WCBWST03)* Email management* Email etiquette and tone* Business writing
2/6/2020	1 - 3 p.m.	Online	2 CPE	Add
Business Writing Series: Writing and Revising for Maximum Impact (Webinar) (WCBWSW03)Business writing Practice development Editing Coaching others to write well
2/13/2020	1 - 3 p.m.	Online	2 CPE	Add
New Essentials of Employee Handbooks (Webinar) (WCBYUE03)*Core policies that should be included in employee handbooks.
2/19/2020	10:30 - 11:30 a.m.	Online	1 CPE	Add
New Navigating the Choppy Seas of Independent Contractor Designation (Webinar) (WCBYUI03)Tests used by governmental agencies in determining employment status.Penalties associated with misclassification.
2/13/2020	1:30 - 2:30 p.m.	Online	1 CPE	Add
IRAs: Tax Efficient Tools for Retirement (Webinar) (WCBYUR09)* Recent legislative developments with IRAs.* Contribution and deduction limits (including phase-outs) to traditional, Roth, SEP, Individual 401ks and SIMPLE IRAs.* Taxation of distributions from various IRAs.* Rollover rules to/from different retirement accounts.* Required minimum distribution (RMD) rules from IRAs.* Overview of factors relevant to Roth vs. traditional IRA decision* Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules.
1/24/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
IRAs: Tax Efficient Tools for Retirement (Webinar) (WCBYUR10)* Recent legislative developments with IRAs.* Contribution and deduction limits (including phase-outs) to traditional, Roth, SEP, Individual 401ks and SIMPLE IRAs.* Taxation of distributions from various IRAs.* Rollover rules to/from different retirement accounts.* Required minimum distribution (RMD) rules from IRAs.* Overview of factors relevant to Roth vs. traditional IRA decision* Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules.
1/24/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New Preventing and Responding to Sexual Harassment Claims in the #Metoo and #TimesUp Era (Webinar) (WCBYUU02)How to craft Unlawful Harassment PoliciesHow to conduct Unlawful Harassment Investigations
2/6/2020	1:30 - 2:30 p.m.	Online	1 CPE	Add
Going Concern Update: Evaluating Management Plans and Disclosures (Webinar) (WA250195)Going Concern and the CPA's Responsibilities Going Concern Assessment: Factors to Consider Liquidation Basis of Accounting Case Discussion: Jo Ann Howard & Assocs., P.C. v. Cassity
2/3/2020	1 - 2:45 p.m.	Online	2 CPE	Add
Going Concern Update: Evaluating Management Plans and Disclosures (Webinar) (WA250196)Going Concern and the CPA's Responsibilities Going Concern Assessment: Factors to Consider Liquidation Basis of Accounting Case Discussion: Jo Ann Howard & Assocs., P.C. v. Cassity
2/20/2020	11 a.m. - 12:45 p.m.	Online	2 CPE	Add
New Coaching Competencies: Be Better Connected to Your Clients and Teams (Webinar) (WCCRCC03)* Leadership* Practice Management* Business Development
2/3/2020	12 - 2 p.m.	Online	2 CPE	Add
Dealing with IRS Appeals (Webinar) (WCDWIA01)* Planning for Global Intangible Low-Taxed Income* Provisions encouraging repatriation* Choice of entity for foreign businesses coming to the United States and U.S. businesses going abroad.
1/27/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
New Capital Structure and Financing (Webinar) (WCCSFI02)* Risk & Return* Corporate strategy* Capital structure choices* How industry characteristics, economics and regulations impact capital structure decisions and raising capital.
2/24/2020	12 - 2 p.m.	Online	2 CPE	Add
Critical Tax Procedural Issues for CPAs (Webinar) (WCCTPI01)Key compliance procedures with regard to return preparation of original and amended returns Understanding key procedures with regard to IRS examination * Understanding key relief provisions for oversight, errors and later discovered facts or information
1/24/2020	3 - 5 p.m.	Online	2 CPE	Add
U.S. GAAP Disclosures for Non-Public Entities (Webinar) (WCDSCF03)* FASB Accounting Standards Codification disclosure requirements* Developments in the disclosure landscape* How materiality enters into disclosure decisions* Navigating FASB Codification
2/12/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Data Visualization for Audits (Webinar) (WCDVAD03)* Common data sets* How to visualize data sets and interpret results* How to replace manual audit procedures with technology
1/29/2020	3 - 5 p.m.	Online	2 CPE	Add
Financial Accounting Standards: A Comprehensive Review (Webinar) (WCFASC02)* Application of professional judgment* Codification, GAAP and the GAAP hierarchy* Recent changes in financial statement presentation & disclosure* Hot Topics in financial reporting & accounting
3/5/2020	8:30 a.m. - 4 p.m.	Online	16 CPE	Add
Financial Accounting Standards: A Comprehensive Review (Webinar) (WCFASC03)* Application of professional judgment* Codification, GAAP and the GAAP hierarchy* Recent changes in financial statement presentation & disclosure* Hot Topics in financial reporting & accounting
3/5/2020	10:30 a.m. - 6 p.m.	Online	16 CPE	Add
Effective Workpaper Techniques: Building A Better Workpaper (Webinar) (WCEWTB04)Leveraging Excel Effective workpapers: form, function, appearance and content Paperless concepts Workpapers for industry, audit and to a less extent tax accountants Legal consequences of workpaper content Attestation standards documentation Peer review or PCAOB review documentation
2/6/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Financial Statement Analysis for Managers (Webinar) (WCFNAA02)Value of DuPont analysis Pros/cons of ratio analysis Cash flow analysis Operating leverage vs. financial leverage Effective financial performance measures Open balance sheet
2/28/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Goal Setting (Webinar) (WCGLST03)* Career development* Goals: Setting them and a creating a plan to achieve them* Accountability system
2/14/2020	12 - 2 p.m.	Online	2 CPE	Add
Government OPEB Accounting and Financial Reporting (Webinar) (WCGOPE03)Accounting and Financial Reporting for Total-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 Affect 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 in the United States (US GAAP)for government Consider and discuss the Implicit Rate Subsidy for OPEB *Present and review the Government Industry Alert regarding OPEB
1/29/2020	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Government Pension Accounting and Financial Reporting (Webinar) (WCGPAF03)Accounting and financial reporting for (Aggregate) Net Pension Liability Affect of the Measurement Date Seven 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
1/29/2020	2:30 - 6 p.m.	Online	4 CPE	Add
Accounting Industry Update: Quality, 6 Point Plan, PCAOB Impact (Webinar) (WCIUAQ03)* Audit quality initiatives* Changes to compilation and review standards (SSARS); AICPA auditing standards; and PCAOB standards
2/14/2020	4:10 - 6 p.m.	Online	2 CPE	Add
Accounting Industry Update: FASB Changes 2018 & Beyond (Webinar) (WCIUFB03)* Not-for-profit presentation* Cash flows* Restricted cash* Financial Instruments
2/14/2020	10:30 a.m. - 12:20 p.m.	Online	2 CPE	Add
Accounting Industry Update: FASB Hot Topics Financial Presentation (Webinar) (WCIUHT03)* FASB Technical Agenda* Debt Issue Costs* Inventory Goodwill & Acquisitions Tax presentation* Stock based compensation* Going Concern
2/14/2020	12:30 - 1:30 p.m.	Online	1 CPE	Add
Accounting Industry Update: Lease Accounting (Webinar) (WCIULA03)* Upcoming changes to lease accounting* Implementation dates and methods* Impact of the standard on the business
2/14/2020	3 - 4 p.m.	Online	1 CPE	Add
Accounting Industry Update: Revenue Under ASC 606 (Webinar) (WCIURV03)* Upcoming changes to revenue accounting* Implementation dates and methods* Impact of the standard on the business
2/14/2020	1:30 - 2:30 p.m.	Online	1 CPE	Add
New Keeping Up with the Changes: Leading Your Firm Through a Transition (Webinar) (WCLETE03)* Accounting Firm Management* MAP* Change Readiness
2/19/2020	1 - 3 p.m.	Online	2 CPE	Add
New Inner Work: The Key to Unlocking Leadership Potential (Webinar) (WCLYCP03)* Leadership* performance Management* Adult development
2/24/2020	12 - 2 p.m.	Online	2 CPE	Add
Managing Your Time As If It Was Your Money (Webinar) (WCMGTE03)Time management Prioritization* Productivity* Self leadership
3/2/2020	12 - 2 p.m.	Online	2 CPE	Add
Motion Picture and Television Industry: Accounting & Auditing Overview (Webinar) (WCMPTI02)* Motion picture deal-making, production, and distribution process* GAAP for motion pictures and television* Taxes for motion picture and television* Fraud impacting the motion picture and television industry* Motion picture and television industry trends and challenges
1/31/2020	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
New Optimize Enterprise Value Using Wall Street Analyst Strategies (Webinar) (WCOEVU02)* Business Performance Improvement strategies* Management styles* Capital Structure* Financial Stakeholder communications.
2/3/2020	12 - 2 p.m.	Online	2 CPE	Add
New Persuasive Writing (Webinar) (WCPERS03)Persuasive writing Business writing Practice development Marketing
3/13/2020	1 - 3 p.m.	Online	2 CPE	Add
Practical Tips for Controllers & CFOs (Webinar) (WCPTFC02)Great tips on key indicator reportingUnusual people management tipsInnovative negotiation ideasThe fast closeExtra creative thinking for accountantsAuditors & lawyers: minimizing costsMore useful financial reportingStraight talk on ethicsCritical steps when you change jobsUseful technology tipsGetting the most out of your bankCash flow crisis: what to do when it happens*Working with cost-saving consultants
2/5/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Quality Control In A CPA Tax Practice: Circular 230 Changes (Webinar) (WCQUCO07)* Quality control system: Elements, objectives, reviewing and monitoring* Resources* Implementation best practices
1/28/2020	12:30 - 4 p.m.	Online	4 CPE	Add
Quality Control In A CPA Tax Practice: Circular 230 Changes (Webinar) (WCQUCO08)* Quality control system: Elements, objectives, reviewing and monitoring* Resources* Implementation best practices
1/28/2020	2:30 - 6 p.m.	Online	4 CPE	Add
Real Estate Taxation (Webinar) (WCRELT04)* Passive activities loss rules [IRC Sec. 469].* Real estate professional rules [IRC Sec. 469(c)(7)].* Interest expense deduction rules [IRC Sec. 163].* Home sale exclusion [IRC Sec. 121].* 1031 exchanges.* Estate planning and gifting with real estate.* California property taxation.* Qualified Opportunity Zone property [IRC Sec. 1400Z].* QBI from real estate [IRC Sec. 199A].
1/29/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Real Estate Taxation (Webinar) (WCRELT05)* Passive activities loss rules [IRC Sec. 469].* Real estate professional rules [IRC Sec. 469(c)(7)].* Interest expense deduction rules [IRC Sec. 163].* Home sale exclusion [IRC Sec. 121].* 1031 exchanges.* Estate planning and gifting with real estate.* California property taxation.* Qualified Opportunity Zone property [IRC Sec. 1400Z].* QBI from real estate [IRC Sec. 199A].
1/29/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Revenue Recognition Under ASC 606 (Webinar) (WCRRAS03)Five-step process to recognize revenue under ASC 606: Step 1: Identify the contractStep 2: Identify the performance obligations Step 3: Determine the transaction price Step 4: Allocate the transaction price* *Step 5: Recognize revenue
3/11/2020	3 - 4 p.m.	Online	1 CPE	Add
Accounting for Nonprofit Board Members (Webinar) (WCNPAB03)* Nonprofit GAAP* Common accounting errors* Risk management
1/27/2020	10:30 a.m. - 1 p.m.	Online	3 CPE	Add
New How to Respond to an Upsetting or Critical Email (Webinar) (WCRSPC03)* Business communication* Emotional intelligence* Human resources* Practice management
3/20/2020	1 - 2 p.m.	Online	1 CPE	Add
S Corporations: The Fundamentals and More (Webinar) (WCSCPF04)Tax consequences of an S Corp election. Explanation and analysis of the qualified business income deduction(IRC199A) Qualification requirements to make and maintain an S Corp election. Filing the S Corp return. Allocation of corporate results to the shareholders. Adjustments to the basis of the stock of an S Corp. Limitations on deducting S Corp losses. Tax consequences of distributions to shareholders. Tax planning related to S Corp elections or terminations. Sale of an S Corp business: the basics.
1/27/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
S Corporations: The Fundamentals and More (Webinar) (WCSCPF05)Tax consequences of an S Corp election. Explanation and analysis of the qualified business income deduction(IRC199A) Qualification requirements to make and maintain an S Corp election. Filing the S Corp return. Allocation of corporate results to the shareholders. Adjustments to the basis of the stock of an S Corp. Limitations on deducting S Corp losses. Tax consequences of distributions to shareholders. Tax planning related to S Corp elections or terminations. Sale of an S Corp business: the basics.
1/27/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New Sophisticated Planning for High Networth Clients (Webinar) (WCSPHN02)* Income taxation-including individual, partnership, corporate and international* Estate taxation* Estate planning* Asset protection planning* Trust planning
1/24/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
New Sophisticated Planning for High Networth Clients (Webinar) (WCSPHN03)* Income taxation-including individual, partnership, corporate and international* Estate taxation* Estate planning* Asset protection planning* Trust planning
1/24/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Terminating and Funding Subtrusts (Webinar) (WCSUBT02)* Delaware Tax Trap for step-up in basis* Portability elections and QTIP elections timing* Affect of the 11.2 million exemption on administration* Timing of funding* Allocation of family residence* Dealing with large IRAs* Stale trust funding
1/24/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Terminating and Funding Subtrusts (Webinar) (WCSUBT03)* Delaware Tax Trap for step-up in basis* Portability elections and QTIP elections timing* Affect of the 11.2 million exemption on administration* Timing of funding* Allocation of family residence* Dealing with large IRAs* Stale trust funding
1/24/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New Learn Engagement: 4 Steps to Retaining top Talent (Webinar) (WCTESR03)* Practice Management
3/19/2020	1 - 3 p.m.	Online	2 CPE	Add
New International Tax Lunch: Foreign Owners of Domestic Corporations and Preparing Form 5472 (Webinar) (WCTL0301)Form 5472 Attribution rules Engaged in a U.S. trade or business US owner of foreign corporation
3/13/2020	2 - 3 p.m.	Online	1 CPE	Add
New International Tax Lunch: Choosing a Holding Structure for Investment In U.S. Real Estate by Nonresidents (Webinar) (WCTL0601)Description of the common ways a foreign person can invest in US real estate. Income and estate tax implications of direct ownership and flow through structures. Income and estate tax implications of corporate holding structures. Privacy and logistical concerns of holding structures.
2/14/2020	2 - 3 p.m.	Online	1 CPE	Add
New Taking The Work Out of Networking (Webinar) (WCTWNT03)* Personal leadership* Networking* Marketing* Business development
3/20/2020	12 - 2 p.m.	Online	2 CPE	Add
New Tax Accounting Methods (Webinar) (WCTXBA04)* What is a method of accounting, and why is the answer important?* How to select and adopt a method of accounting* When is income to be reported for both cash and accrual method businesses?* When are expenses to be reported for both cash and accrual method businesses?* How and when to account for inventory* How and when to change a method of accounting* Avoiding accounting method problems* Identifying planning opportunities* Relevance to income tax provision for financial reporting
2/3/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Angles, Crowd Funding and Centure Capitalists (Webinar) (WCVCAP04)* Private equity market: yesterday and today* What venture capitalists and angel investors look for* Crowdfunding* Outside funding financial statements proposal* Accounting standards affecting prospective financial statements, preparation, review and compilation* Exit strategies and accounting implications
2/7/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New Working with the Internal Revenue Manual (Webinar) (WCWIRS01)* Internal Manual* IRS Examination Processes and Investigative Techniques* IRS Appeals Processes* IRS Collection Processes and Procedures* Special Topics
1/31/2020	3 - 5 p.m.	Online	2 CPE	Add
New Partnership Preparation, Basis Calculations and Distributions: Form 1065 Schedule K & K1 Analysis (Webinar) (WCYUPP09)* Emphasize any new legislative changes affecting partnerships and partners* Review the Form 1065 to learn how income statement items get reported on the tax return (i.e., page 1 versus Schedule K) and flow-thru to the partner-members on Schedule K-1* Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual's Federal income tax return and how the items affect the partner member's outside basis* Look at what relevant information related to the 3.8% net investment income tax needs to be reported to the partners-members* Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner-member* The purpose of tax and §704(b) book capital account* Reporting recourse and non-recourse debt on the Schedule K-1* Tax ramifications and reporting of cash and non-cash distributions including disproportionate distributions of "hot assets"* Overview of the §754 election for optional basis adjustments triggering §743 (transfer of interests) and §734 (distributions)
1/29/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
New Partnership Preparation, Basis Calculations and Distributions: Form 1065 Schedule K & K1 Analysis (Webinar) (WCYUPP10)* Emphasize any new legislative changes affecting partnerships and partners* Review the Form 1065 to learn how income statement items get reported on the tax return (i.e., page 1 versus Schedule K) and flow-thru to the partner-members on Schedule K-1* Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual's Federal income tax return and how the items affect the partner member's outside basis* Look at what relevant information related to the 3.8% net investment income tax needs to be reported to the partners-members* Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner-member* The purpose of tax and §704(b) book capital account* Reporting recourse and non-recourse debt on the Schedule K-1* Tax ramifications and reporting of cash and non-cash distributions including disproportionate distributions of "hot assets"* Overview of the §754 election for optional basis adjustments triggering §743 (transfer of interests) and §734 (distributions)
1/29/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New Overtime, Breaktime, Travel Time and the Fair Labor Standards Act (Webinar) (WCYUSA03)Overtime, break time and travel time under the FLSAThe basic provisions of the FLSA*Exemptions under the FLSA
2/12/2020	12:30 - 2:30 p.m.	Online	2 CPE	Add
S Corporation Taxation: Comprehensive (Form 1120S) (Webinar) (WCYUSC09)* Emphasize any new legislative changes affecting S Corporation and shareholders* Review the Form 1120S and discuss how items get reported on the S Corporation tax return (i.e., page 1 versus Schedule K) and flow-thru to the shareholders on their schedule K-1* Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual's Federal income tax return and how the items affect the shareholder's stock and debt basis* Look at what relevant information related to the 3.8% net investment income tax needs to be reported to the shareholders* S Corporation formation issues under IRC §351* Tax ramifications and reporting of distributions at the S Corporation level including when the S Corporation has prior C corporation earnings and profits (E&P)* Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, OAA, PTI and E&P accounts
1/28/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
S Corporation Taxation: Comprehensive (Form 1120S) (Webinar) (WCYUSC10)* Emphasize any new legislative changes affecting S Corporation and shareholders* Review the Form 1120S and discuss how items get reported on the S Corporation tax return (i.e., page 1 versus Schedule K) and flow-thru to the shareholders on their schedule K-1* Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual's Federal income tax return and how the items affect the shareholder's stock and debt basis* Look at what relevant information related to the 3.8% net investment income tax needs to be reported to the shareholders* S Corporation formation issues under IRC §351* Tax ramifications and reporting of distributions at the S Corporation level including when the S Corporation has prior C corporation earnings and profits (E&P)* Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, OAA, PTI and E&P accounts
1/28/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New IT Governance, Risk and Controls (Webinar) (WI066376)Elements of security policy Organizational risk assessment Identity and access management Logical and physical access controls Network and system security controls Business continuity planning
2/11/2020	10 a.m. - 2 p.m.	Online	4 CPE	Add
New Blockchain for Financial Advisors (Webinar) (WI068679)Brief overview of the basic concepts behind blockchain technology. Use cases that illustrate the impact of blockchain on investable assets. * Analysis of how blockchain and cryptoassets are evolving the world of financial advisors. * The future of financial advisors and financial advisory firms.
2/14/2020	8 a.m. - 2 p.m.	Online	6 CPE	Add
New Developing Your Digital Mindset (Webinar) (WI4DYD02)Constant learning Agility Failing fast ú Decision-making Creativity, innovation, and exploration *Change management
2/5/2020	12 - 4 p.m.	Online	4 CPE	Add
Ethics and Professional Conduct: Updates and Practical Applications (Webinar) (WI893952)AICPA Code of Professional ConductConceptual framework*Independence provisions
2/4/2020	12 - 4 p.m.	Online	4 CPE / 4 Ethics	Add
Social Security and Medicare: Maximizing Retirement Benefits (Webinar) (WI910684)* What Medicare will and will not do * Managing Medicare gaps * Analyzing the wide menu of Social Security benefits * Social Security benefits for workers and families: retirement, survivor, disability and death benefit * Tax impact of social security premiums and benefits * Impact of the 3.8% Medicare surtax on investment income * Recent changes to the Medicare law
2/24/2020	9:30 a.m. - 1:30 p.m.	Online	4 CPE	Add
Social Security and Medicare: Maximizing Retirement Benefits (Webinar) (WI910705)* What Medicare will and will not do * Managing Medicare gaps * Analyzing the wide menu of Social Security benefits * Social Security benefits for workers and families: retirement, survivor, disability and death benefit * Tax impact of social security premiums and benefits * Impact of the 3.8% Medicare surtax on investment income * Recent changes to the Medicare law
3/10/2020	8 a.m. - 12 p.m.	Online	4 CPE	Add
Documenting Your EBP Audit: What You Need to Know (Webinar) (WI913644)Audit planningToolkit items for an EBP AuditorDocumentation best practices for the statement of net assets available for benefitsKey audit areas in the statement of changes in net assets available for benefits*Participant data and participant accounts
2/10/2020	9:30 a.m. - 5:30 p.m.	Online	8 CPE	Add
Documenting Your EBP Audit: What You Need to Know (Webinar) (WI913645)Audit planningToolkit items for an EBP AuditorDocumentation best practices for the statement of net assets available for benefitsKey audit areas in the statement of changes in net assets available for benefits*Participant data and participant accounts
3/11/2020	8 a.m. - 4 p.m.	Online	8 CPE	Add
Tax Planning for Small Businesses (Webinar) (WI927062)Starting a business--the tax life of a business Selecting a business entity type The Tax Cuts and Jobs Act - Section 199A and the Qualified Business Income deduction Accounting Methods - Compensation of owners--hiring family members Reasonable Compensation Depreciation, Section 179 and bonus depreciation Transactions with owners Buy-Sell and Noncompete agreements * Exiting the business--special exit techniques
1/29/2020	12 - 4 p.m.	Online	4 CPE	Add
Multistate Income Tax (Webinar) (WI931599)Constitutional limits and P.L. 86-272 Nexus, UDITPA, MTC Calculation of state taxable income Filing methods for multistate taxpayers Apportionment and allocation Multistate income tax planning *Audit defense strategies
1/28/2020	8 a.m. - 4 p.m.	Online	8 CPE	Add
Employment Law Update: Reducing Employer Liability (Webinar) (WI932796)* Employment issues related to social media, e-device and bring your own device (BYOD), internet use, and website contents Wrongful termination, at-will employment, constructive discharge and retaliation Dealing with whistleblowers in all types of organizations Factors that lead to employers being sued for multi-million dollar verdicts in favor of former employees Using a risk assessment tool to assess employment claim exposures
2/20/2020	12 - 4 p.m.	Online	4 CPE	Add
New Blockchain for Healthcare (Webinar) (WI984439)Brief overview of the basic concepts behind blockchain technology. Use cases that show blockchain's potential in the healthcare industry. * Brief overview of the current and future privacy concerns. *The future of healthcare industry leveraging blockchain technology.
2/4/2020	12 - 4 p.m.	Online	4 CPE	Add
Surgent's Accountability: Stop the Blame Game (Webinar) (WSABLG03)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
3/5/2020	12:30 - 4 p.m.	Online	4 CPE	Add
Surgent's Coaching Skills for Managers and Supervisors (Webinar) (WSCKMS03)The definition of "coaching" and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance
3/19/2020	12:30 - 4 p.m.	Online	4 CPE	Add
New Business Writing: Professional & Emails (Webinar) (WSBWPE04)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
3/30/2020	9 - 11 a.m.	Online	2 CPE	Add
Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (WSELNP06)How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies *Key functions of employment including recruitment, interviewing and selection
2/13/2020	12:30 - 4 p.m.	Online	4 CPE	Add
Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (WSELNP07)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
3/12/2020	12:30 - 4 p.m.	Online	4 CPE	Add
Surgent's Management Fundamentals (Webinar) (WSMAFU04)What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees *Delegation and accountability
2/4/2020	12:30 - 4 p.m.	Online	4 CPE	Add
Surgent's Managing People Through Motivation (Webinar) (WSMAMO03)What it means to engage people; discuss the meaning of motivation by getting to the core of what impacts your employees' productivity Get your employees charged; find out what makes them tick through examining and understanding some of the classics in motivational theory Learn how to drill down to what truly motivates your employees Using the C.A.R.E. model to improve employee motivation through case studies
2/25/2020	12:30 - 4 p.m.	Online	4 CPE	Add
New Surgent's Managing Millennials (Webinar) (WSMMLS06)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
2/11/2020	12 - 2 p.m.	Online	2 CPE	Add
New Surgent's Managing Millennials (Webinar) (WSMMLS07)Understanding who millennials are and what distinguishes them from other sectors of the workforce Changes millennials seek in the workplace * Suggestions on engaging and developing millennials * Best practices by organizations who have successfully integrated millennials * Expectations as to learning, development and training * Work environments and schedules * School to work transitions * Views on salary, benefits and corporate ethics * Whether millennials' expectations are significantly different from any other generation * Strengths millennials offer which set them apart from others * Common myths pertaining to millennials * Definitions of success
3/13/2020	12 - 2 p.m.	Online	2 CPE	Add
New Surgent's Resilience: The Ultimate Leadership Skill for Accountants -- How to Build it in Yourself and Others (Webinar) (WSRULS02)Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes
1/29/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Successful Communication (Webinar) (WSSUCO05)The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions *Action plan to apply techniques in the workplace for communication success
2/19/2020	12:30 - 4 p.m.	Online	4 CPE	Add
Surgent's Successful Communication (Webinar) (WSSUCO06)The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions *Action plan to apply techniques in the workplace for communication success
3/25/2020	12:30 - 4 p.m.	Online	4 CPE	Add
New Surgent's The Accountant as the Expert Witness (Webinar) (WSTAEW04)Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation, and professional liability cases Credibility as a witness
2/25/2020	9 - 11 a.m.	Online	2 CPE	Add
New Surgent's The Accountant as the Expert Witness (Webinar) (WSTAEW05)Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation, and professional liability cases Credibility as a witness
3/18/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Guide to the Business of Booze: Accounting for Restaurants & Bars (Webinar) (WSRESB06)Overview of the business of alcohol Overview of the three-tier system Role of the federal government (TTB, FDA, ATF) Role of state and local regulators Special issues for bars and restaurants, including Dram Shop Liability Craft beer revolution Out-of-state shipping; transshipping Umbrella licenses / license compliance companies
2/20/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (WSTTCE09)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
2/27/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (WSTTCE10)Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning
3/23/2020	9 - 11 a.m.	Online	2 CPE	Add
New Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment (Webinar) (WSWHLR04)An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance An overview of sexual harassment and workplace retaliation The supervisor's (or manager's) role in preventing harassment and in reducing the company’s potential liability through good faith efforts at compliance Review a compliant procedure for handling harassment concerns
3/18/2020	9 - 11 a.m.	Online	2 CPE	Add
New Analyze Your Business Operations Data With PowerBI (Webinar) (WX12292)Overview of the data analysis and dashboard presentation processReview of the Microsoft BI tools: PowerPivot, Power BI Desktop, Power BI ServicesCase study applications for analyzing your business operationsIT spend analysisSupplier quality analysisHuman resource operationsProcurement analysisDiscussion of real like challenges with performing data analytics
2/6/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
New Analyze Your Business Operations Data With PowerBI (Webinar) (WX12293)Overview of the data analysis and dashboard presentation processReview of the Microsoft BI tools: PowerPivot, Power BI Desktop, Power BI ServicesCase study applications for analyzing your business operationsIT spend analysisSupplier quality analysisHuman resource operationsProcurement analysisDiscussion of real like challenges with performing data analytics
3/9/2020	1 - 3 p.m.	Online	2 CPE	Add
New Analyze Your Sales & Marketing Activities With PowerBI (Webinar) (WX12303)Overview of the data analysis and dashboard presentation processReview of the Microsoft Power BI tools: PowerPivot, Power BI Desktop and Power BI ServicesCase study applications for analyzing your sales & marketing operationsCustomer profitability analysisSales and marketing performance analysisRetail sales analysis*Discussion of real life challenges with performing data analytics
1/30/2020	2 - 4 p.m.	Online	2 CPE	Add
New Analyze Your Sales & Marketing Activities With PowerBI (Webinar) (WX12304)Overview of the data analysis and dashboard presentation processReview of the Microsoft Power BI tools: PowerPivot, Power BI Desktop and Power BI ServicesCase study applications for analyzing your sales & marketing operationsCustomer profitability analysisSales and marketing performance analysisRetail sales analysis*Discussion of real life challenges with performing data analytics
2/13/2020	2:30 - 4:30 p.m.	Online	2 CPE	Add
New Analyze Your Sales & Marketing Activities With PowerBI (Webinar) (WX12305)Overview of the data analysis and dashboard presentation processReview of the Microsoft Power BI tools: PowerPivot, Power BI Desktop and Power BI ServicesCase study applications for analyzing your sales & marketing operationsCustomer profitability analysisSales and marketing performance analysisRetail sales analysis*Discussion of real life challenges with performing data analytics
3/10/2020	12 - 2 p.m.	Online	2 CPE	Add
3 Market Analysis Priorities to Drive Profitability (Webinar) (WX12727)Take product analysis beyond net margin and volume pricingAnalyze business offerings for more effective bundling or promotional advantageDiscuss how internal efficiency factors influence profitabilityGain better insights into how to classify offerings as core, value-added or for potential eliminationIdentify key factors that could shift your market segment prioritiesJustify the decision to shift your priority to more profitable customersIdentify geographic pockets for competitive advantage and better strategic decisionsCases and Group Discussion*Six studies and analysis activities to guide this application into your business.
1/31/2020	8 - 10 a.m.	Online	2 CPE	Add
3 Market Analysis Priorities to Drive Profitability (Webinar) (WX12728)Take product analysis beyond net margin and volume pricingAnalyze business offerings for more effective bundling or promotional advantageDiscuss how internal efficiency factors influence profitabilityGain better insights into how to classify offerings as core, value-added or for potential eliminationIdentify key factors that could shift your market segment prioritiesJustify the decision to shift your priority to more profitable customersIdentify geographic pockets for competitive advantage and better strategic decisionsCases and Group Discussion*Six studies and analysis activities to guide this application into your business.
2/27/2020	8 - 10 a.m.	Online	2 CPE	Add
3 Market Analysis Priorities to Drive Profitability (Webinar) (WX12729)Take product analysis beyond net margin and volume pricingAnalyze business offerings for more effective bundling or promotional advantageDiscuss how internal efficiency factors influence profitabilityGain better insights into how to classify offerings as core, value-added or for potential eliminationIdentify key factors that could shift your market segment prioritiesJustify the decision to shift your priority to more profitable customersIdentify geographic pockets for competitive advantage and better strategic decisionsCases and Group Discussion*Six studies and analysis activities to guide this application into your business.
3/19/2020	8 - 10 a.m.	Online	2 CPE	Add
4 Critical Factors to Create Sustainable Growth (Webinar) (WX12739)Intelligence Quotient areas that management must embraceThe tangibility of a high Emotional Quotient on growth and profitabilityWhy high IQ+EQ are imperative to momentum-building decision makingHow a low Velocity Quotient bleeds profits, fuels disengagement, and stagnates growth*4 focuses of profitability allocation that stimulate vitality and sustainabilityThis webinar will help you identify shifts your organization should make to enhance your growth strategy. You will receive a model to analyze where your organization may be falling short, where you need to begin shifting, and where you need to focus for sustainable organic growth.
1/30/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
4 Critical Factors to Create Sustainable Growth (Webinar) (WX12740)Intelligence Quotient areas that management must embraceThe tangibility of a high Emotional Quotient on growth and profitabilityWhy high IQ+EQ are imperative to momentum-building decision makingHow a low Velocity Quotient bleeds profits, fuels disengagement, and stagnates growth*4 focuses of profitability allocation that stimulate vitality and sustainabilityThis webinar will help you identify shifts your organization should make to enhance your growth strategy. You will receive a model to analyze where your organization may be falling short, where you need to begin shifting, and where you need to focus for sustainable organic growth.
2/20/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
4 Critical Factors to Create Sustainable Growth (Webinar) (WX12741)Intelligence Quotient areas that management must embraceThe tangibility of a high Emotional Quotient on growth and profitabilityWhy high IQ+EQ are imperative to momentum-building decision makingHow a low Velocity Quotient bleeds profits, fuels disengagement, and stagnates growth*4 focuses of profitability allocation that stimulate vitality and sustainabilityThis webinar will help you identify shifts your organization should make to enhance your growth strategy. You will receive a model to analyze where your organization may be falling short, where you need to begin shifting, and where you need to focus for sustainable organic growth.
3/31/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
Cash Conversion Cycle: Tools and Techniques (Webinar) (WX12751)Why the cash conversion cycle is your organization's lifebloodWhy traditional liquidity measures are no longer sufficientHow the cash conversion cycle provides a complete picture of your organization's cash management issuesCompare four cash management metrics to your organization and your competitors*Understand the arguments for and against cash accumulation
1/31/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
Cash Conversion Cycle: Tools and Techniques (Webinar) (WX12752)Why the cash conversion cycle is your organization's lifebloodWhy traditional liquidity measures are no longer sufficientHow the cash conversion cycle provides a complete picture of your organization's cash management issuesCompare four cash management metrics to your organization and your competitors*Understand the arguments for and against cash accumulation
2/27/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
Cash Conversion Cycle: Tools and Techniques (Webinar) (WX12753)Why the cash conversion cycle is your organization's lifebloodWhy traditional liquidity measures are no longer sufficientHow the cash conversion cycle provides a complete picture of your organization's cash management issuesCompare four cash management metrics to your organization and your competitors*Understand the arguments for and against cash accumulation
3/19/2020	10:30 a.m. - 12:30 p.m.	Online	2 CPE	Add
New Foreign Corrupt Practices Act: Practical Compliance (Webinar) (WX12764)Learn the history of the FCPAUnderstand the fines, penalties and enforcement processBuilding a Risk Assessed Compliance FrameworkFCPA Corporate Enforcement Policy*Avoid FCPA enforcement actions
2/14/2020	8 - 10 a.m.	Online	2 CPE	Add
New Foreign Corrupt Practices Act: Practical Compliance (Webinar) (WX12765)Learn the history of the FCPAUnderstand the fines, penalties and enforcement processBuilding a Risk Assessed Compliance FrameworkFCPA Corporate Enforcement Policy*Avoid FCPA enforcement actions
3/27/2020	8 - 10 a.m.	Online	2 CPE	Add
New Making Internal Audit an Asset for the CFO (Webinar) (WX12776)Developing finance personnel Broadening finance staff assignments Creating guest auditor rotations to develop and share best practicesImproving operational auditingEnhancing compliance auditingCreating third party auditing process to ensure outsourced risk is managed*Driving a culture of control
2/14/2020	10:30 a.m. - 12:30 p.m.	Online	2 CPE	Add
New Making Internal Audit an Asset for the CFO (Webinar) (WX12777)Developing finance personnel Broadening finance staff assignments Creating guest auditor rotations to develop and share best practicesImproving operational auditingEnhancing compliance auditingCreating third party auditing process to ensure outsourced risk is managed*Driving a culture of control
3/27/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
New Outsourcing Relationships: Enjoy Benefits, Avoid Pitfalls (Webinar) (WX12787)Outsourcing Risks: Inadequate partner familiarity, Lack of training, Insufficient oversight Outsourcing Solutions: Effective contracting, Effective diligence, Who owns the outsourced process
1/30/2020	8 - 10 a.m.	Online	2 CPE	Add
New Outsourcing Relationships: Enjoy Benefits, Avoid Pitfalls (Webinar) (WX12788)Outsourcing Risks: Inadequate partner familiarity, Lack of training, Insufficient oversight Outsourcing Solutions: Effective contracting, Effective diligence, Who owns the outsourced process
2/20/2020	8 - 10 a.m.	Online	2 CPE	Add
New Outsourcing Relationships: Enjoy Benefits, Avoid Pitfalls (Webinar) (WX12789)Outsourcing Risks: Inadequate partner familiarity, Lack of training, Insufficient oversight Outsourcing Solutions: Effective contracting, Effective diligence, Who owns the outsourced process
3/31/2020	8 - 10 a.m.	Online	2 CPE	Add
Breaking Free of the CPA Box (Webinar) (WX12424)Understand why new skills are needed in the accounting profession.Learn the eight entrepreneurial skills.*How you can break free of the box and drive success in your life.
2/19/2020	3:30 - 5:30 p.m.	Online	2 CPE	Add
Breaking Free of the CPA Box (Webinar) (WX12428)Understand why new skills are needed in the accounting profession.Learn the eight entrepreneurial skills.*How you can break free of the box and drive success in your life.
3/9/2020	3 - 5 p.m.	Online	2 CPE	Add
Making the Transition to Advisory Services (Webinar) (WX12434)Opportunities for advisory services.Types of advisory services.*Value pricing
2/26/2020	3:30 - 5:30 p.m.	Online	2 CPE	Add
New Confessions of a Mompreneur: Leadership Lessons Learned (Webinar) (WX12945)The three promises to live and work by.How accountability in action speaks volumes.The three choices we all have in any given situation.Leading through learning, listening and leveraging.
2/17/2020	11 a.m. - 12 p.m.	Online	1 CPE	Add
New Confessions of a Mompreneur: Leadership Lessons Learned (Webinar) (WX12946)The three promises to live and work by.How accountability in action speaks volumes.The three choices we all have in any given situation.Leading through learning, listening and leveraging.
3/13/2020	11:30 a.m. - 12:30 p.m.	Online	1 CPE	Add
New Dream Wide Awake: Overcoming What Limits You in Life! (Webinar) (WX12957)The three promises to live and achieve byA different way to approach goals that brings out what is really holding you back The five areas of wishful thinking and how to surpass with inspired actionThe six areas of fearful thinking and how to overcome with courageous intent
2/7/2020	8 - 10 a.m.	Online	2 CPE	Add
New Dream Wide Awake: Overcoming What Limits You in Life! (Webinar) (WX12958)The three promises to live and achieve byA different way to approach goals that brings out what is really holding you back The five areas of wishful thinking and how to surpass with inspired actionThe six areas of fearful thinking and how to overcome with courageous intent
3/30/2020	8 - 10 a.m.	Online	2 CPE	Add
Advanced Gmail for Accountants (Webinar) (WX13162)Gmail apps for web, mobile and offlineManage your Gmail accountRead and organize emailsTips and tricksControl SettingsSend emailsGoogle Inbox Gmail Plugins* Improve your email efficiency -- a core business function where the average knowledge worker spends nearly 30% of their daily time
2/14/2020	1 - 3 p.m.	Online	2 CPE	Add
Advanced Gmail for Accountants (Webinar) (WX13163)Gmail apps for web, mobile and offlineManage your Gmail accountRead and organize emailsTips and tricksControl SettingsSend emailsGoogle Inbox Gmail Plugins* Improve your email efficiency -- a core business function where the average knowledge worker spends nearly 30% of their daily time
3/11/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
Advanced Googling for Accountants (Webinar) (WX13174)Getting Google ReadyGoogle Mobile ToolsGoogle Personalization and OptimizationGoogle Eyes and Ears: How Google Can Literally Read, Hear and See You.Googling to Your Own Devices: How Results Vary By Computer Hiding in Plain Sight: What You're Missing on the Google Results PageGoogle Sweet TalkPower Search ToolsGoogle VerticalsHow to Be a Google Super Hero: Three Key Strategies
2/13/2020	12:30 - 2:30 p.m.	Online	2 CPE	Add
Advanced Googling for Accountants (Webinar) (WX13175)Getting Google ReadyGoogle Mobile ToolsGoogle Personalization and OptimizationGoogle Eyes and Ears: How Google Can Literally Read, Hear and See You.Googling to Your Own Devices: How Results Vary By Computer Hiding in Plain Sight: What You're Missing on the Google Results PageGoogle Sweet TalkPower Search ToolsGoogle VerticalsHow to Be a Google Super Hero: Three Key Strategies
3/10/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
Artificial Intelligence for Accountants (Webinar) (WX13187)AI snapshotAI's multiple implications for the accounting professionAI case studies Leading AI categories Key AI resources and communities online AI starter strategy for accountants
2/3/2020	3 - 5 p.m.	Online	2 CPE	Add
Artificial Intelligence for Accountants (Webinar) (WX13188)AI snapshotAI's multiple implications for the accounting professionAI case studies Leading AI categories Key AI resources and communities online AI starter strategy for accountants
3/10/2020	8 - 10 a.m.	Online	2 CPE	Add
Automation Survival Guide for Accountants (Webinar) (WX13199)Current VUCA Business environment Gartner Hype CycleEmerging Technology Impact on Accounting ProfessionArtificial intelligenceRecognition technologiesSmart homesInternet of thingsWearable technologiesSmart citiesAutonomous transportation:Augmented Analytics Immersive RealityKey CPA opportunities/challenges Practical tips on how practitioners can optimally respond
2/4/2020	2 - 4 p.m.	Online	2 CPE	Add
Automation Survival Guide for Accountants (Webinar) (WX13200)Current VUCA Business environment Gartner Hype CycleEmerging Technology Impact on Accounting ProfessionArtificial intelligenceRecognition technologiesSmart homesInternet of thingsWearable technologiesSmart citiesAutonomous transportation:Augmented Analytics Immersive RealityKey CPA opportunities/challenges Practical tips on how practitioners can optimally respond
3/6/2020	12:30 - 2:30 p.m.	Online	2 CPE	Add
Ethics: Green Reporting and Corporate Social Responsibility (Webinar) (WX13211)Introduction: what is social and human capital?Key definitionsMeasurements and disclosuresMotivationsComplianceEnforcementLeading sustainability accounting reporting frameworks Practical examples*Key resources, tools, and communities
2/28/2020	12 - 2 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: Green Reporting and Corporate Social Responsibility (Webinar) (WX13212)Introduction: what is social and human capital?Key definitionsMeasurements and disclosuresMotivationsComplianceEnforcementLeading sustainability accounting reporting frameworks Practical examples*Key resources, tools, and communities
3/24/2020	12:30 - 2:30 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: IRS and Global Tax Enforcement for Accountants (Webinar) (WX13222)Snapshot of IRS global tax enforcement operationsIRS CI Narcotics and Counterterrorism (NCT) program Global Illicit Financial Team (GIFT)International Tax GroupIRS--CI Nationally Coordinated Investigations Unit (NCIU)Foreign Account Tax Compliant ActJoint Chiefs of Global Tax Enforcement (known as the J5) Australian Criminal Intelligence Commission (ACIC)Australian Taxation Office (ATO)Canada Revenue Agency (CRA)Netherlands - Fiscale Inlichtingen- en Opsporingsdienst (FIOD)United Kingdom - HM Revenue & Customs (HMRC)*Case studies of international tax crimes
1/29/2020	11 a.m. - 1 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: IRS and Global Tax Enforcement for Accountants (Webinar) (WX13223)Snapshot of IRS global tax enforcement operationsIRS CI Narcotics and Counterterrorism (NCT) program Global Illicit Financial Team (GIFT)International Tax GroupIRS--CI Nationally Coordinated Investigations Unit (NCIU)Foreign Account Tax Compliant ActJoint Chiefs of Global Tax Enforcement (known as the J5) Australian Criminal Intelligence Commission (ACIC)Australian Taxation Office (ATO)Canada Revenue Agency (CRA)Netherlands - Fiscale Inlichtingen- en Opsporingsdienst (FIOD)United Kingdom - HM Revenue & Customs (HMRC)*Case studies of international tax crimes
2/19/2020	12 - 2 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: IRS and Global Tax Enforcement for Accountants (Webinar) (WX13224)Snapshot of IRS global tax enforcement operationsIRS CI Narcotics and Counterterrorism (NCT) program Global Illicit Financial Team (GIFT)International Tax GroupIRS--CI Nationally Coordinated Investigations Unit (NCIU)Foreign Account Tax Compliant ActJoint Chiefs of Global Tax Enforcement (known as the J5) Australian Criminal Intelligence Commission (ACIC)Australian Taxation Office (ATO)Canada Revenue Agency (CRA)Netherlands - Fiscale Inlichtingen- en Opsporingsdienst (FIOD)United Kingdom - HM Revenue & Customs (HMRC)*Case studies of international tax crimes
3/12/2020	12 - 2 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: IRS Tax Advocate Service for Accountants (Webinar) (WX13235)TAS operations snapshotTaxpayer Bill of RightsLocal Taxpayer AdvocateLow Income Taxpayer ClinicsReports to CongressTaxpayer Advocacy Panel*Systemic Advocacy Management System (SAMS)
2/12/2020	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: IRS Tax Advocate Service for Accountants (Webinar) (WX13236)TAS operations snapshotTaxpayer Bill of RightsLocal Taxpayer AdvocateLow Income Taxpayer ClinicsReports to CongressTaxpayer Advocacy Panel*Systemic Advocacy Management System (SAMS)
3/5/2020	9 - 11 a.m.	Online	2 CPE / 2 Ethics	Add
Ethics: IRS Techniques & Process for Criminal Investigations (Webinar) (WX13247)Criminal Investigation Mission and StrategiesInvestigative TechniquesInvestigative ProcessTrial and Court Related ActivitiesAsset Seizure and ForfeitureScheme DevelopmentCriminal Investigation Management Information System (CIMIS)Administrative Databases and SoftwareFiscal and Personnel MattersAdministrative and Recordkeeping Matters*Key Lessons for Accountants
2/4/2020	1 - 3 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: IRS Techniques & Process for Criminal Investigations (Webinar) (WX13248)Criminal Investigation Mission and StrategiesInvestigative TechniquesInvestigative ProcessTrial and Court Related ActivitiesAsset Seizure and ForfeitureScheme DevelopmentCriminal Investigation Management Information System (CIMIS)Administrative Databases and SoftwareFiscal and Personnel MattersAdministrative and Recordkeeping Matters*Key Lessons for Accountants
3/9/2020	12 - 2 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics and Opportunities of Voice-Enabled Digital Assistants (Webinar) (WX13259)Overview of virtual assistantsInteraction methodsServices offeredDevices and objects where foundSocial and ethical impact and concernsDiscretionPrivacyData ownershipData securityVoice recognition and digital wiretappingCyber-bullying and harassmentAlgorithmic authority and "choice"Commercial oversight and brandingLanguage and locational biasAdvertisingVoice analytics and conversational auditsLeading platformsVoice assistant starter strategy for accountants
2/10/2020	2 - 4 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics and Opportunities of Voice-Enabled Digital Assistants (Webinar) (WX13260)Overview of virtual assistantsInteraction methodsServices offeredDevices and objects where foundSocial and ethical impact and concernsDiscretionPrivacyData ownershipData securityVoice recognition and digital wiretappingCyber-bullying and harassmentAlgorithmic authority and "choice"Commercial oversight and brandingLanguage and locational biasAdvertisingVoice analytics and conversational auditsLeading platformsVoice assistant starter strategy for accountants
3/2/2020	11 a.m. - 1 p.m.	Online	2 CPE / 2 Ethics	Add
Google Business Tools for Accountants (Webinar) (WX13271)Communication and Publishing MobileAdvertising Online CommerceMappingWebmaster and Cloud Computing EntrepreneurshipCorporate Social Responsibility*Help Networks
2/6/2020	1 - 3 p.m.	Online	2 CPE	Add
Google Business Tools for Accountants (Webinar) (WX13272)Communication and Publishing MobileAdvertising Online CommerceMappingWebmaster and Cloud Computing EntrepreneurshipCorporate Social Responsibility*Help Networks
3/5/2020	12 - 2 p.m.	Online	2 CPE	Add
Guide to Cyber Security Planning (Webinar) (WX13283)Privacy and data securityScams and fraudNetwork and website securityEmailMobile devicesEmployeesFacility and operational securityPayment cardsIncident response and reportingSecurity policy development
2/10/2020	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
Guide to Cyber Security Planning (Webinar) (WX13284)Privacy and data securityScams and fraudNetwork and website securityEmailMobile devicesEmployeesFacility and operational securityPayment cardsIncident response and reportingSecurity policy development
3/27/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
Google Forms for Accountants (Webinar) (WX13297)How to create a basic form or quizKey settings and optionsSending out a form or quizAnalyzing and grading responsesUsing the tool's baked-in artificial intelligence to generate automatic insightsHow to use the technology to transform and automate routine business processesLeading case studies and success stories using Google FormsGoogle Forms starter strategy for accountants
3/4/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
Google Location Intelligence Tools for Accountants (Webinar) (WX13308)How Google Collects its Location DataGoogle My BusinessGoogle Maps Google StreetviewGoogle EarthGoogle MyMaps Google Tour BuilderGoogle Indoor MapsGoogle TrendsGoogle Market FinderGoogle AnalyticsGoogle Spreadsheet MapsGoogle TransitGoogle FlightsGoogle Hotel MetasearchGoogle TripsGoogle Local Guides Google Fusion Tables*Google Maps APIs
2/28/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
Google Location Intelligence Tools for Accountants (Webinar) (WX13309)How Google Collects its Location DataGoogle My BusinessGoogle Maps Google StreetviewGoogle EarthGoogle MyMaps Google Tour BuilderGoogle Indoor MapsGoogle TrendsGoogle Market FinderGoogle AnalyticsGoogle Spreadsheet MapsGoogle TransitGoogle FlightsGoogle Hotel MetasearchGoogle TripsGoogle Local Guides Google Fusion Tables*Google Maps APIs
3/26/2020	3 - 5 p.m.	Online	2 CPE	Add
How Technology is Impacting the Accounting Profession (Webinar) (WX13320)* Leading macro economic and technology forcesKey technology trends in accountingNew generation of online accounting servicesAccounting and automationOverarching implications*How to embrace the new normal and thrive in the face of technology change
2/26/2020	1 - 3 p.m.	Online	2 CPE	Add
How Technology is Impacting the Accounting Profession (Webinar) (WX13321)* Leading macro economic and technology forcesKey technology trends in accountingNew generation of online accounting servicesAccounting and automationOverarching implications*How to embrace the new normal and thrive in the face of technology change
3/31/2020	1 - 3 p.m.	Online	2 CPE	Add
Ethics: IRS Behavioral Insights for Accountants (Webinar) (WX13332)Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes
1/27/2020	1 - 3 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: IRS Behavioral Insights for Accountants (Webinar) (WX13333)Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes
2/25/2020	12 - 2 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: IRS Behavioral Insights for Accountants (Webinar) (WX13334)Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes
3/17/2020	1 - 3 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: IRS Criminal Investigations: Key Lessons for Accountants (Webinar) (WX13346)Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacific*How accountants can add value to their operations by aiding law enforcement and fighting economic crime
2/3/2020	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: IRS Criminal Investigations: Key Lessons for Accountants (Webinar) (WX13347)Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacific*How accountants can add value to their operations by aiding law enforcement and fighting economic crime
3/16/2020	1:30 - 3:30 p.m.	Online	2 CPE / 2 Ethics	Add
IRS Internet Resources for Accountants (Webinar) (WX13357)IRS.gov Overview:Hidden IRS GemsForms and PublicationsElectronic FilingPayment SystemsRefund TrackingOnline ToolsOnline Estimators and CalculatorsAssistance ServicesAffordable Care Act Tax ProvisionsForeign Account Tax Compliant ActIdentity Protection and Tax Fraud AlertsProfessional Development and AccreditationTax StatisticsSocial MediaIRS Jobs and CareersIRS Strategic Plan Third Party IRS Resources
1/24/2020	2:30 - 4:30 p.m.	Online	2 CPE	Add
IRS Internet Resources for Accountants (Webinar) (WX13358)IRS.gov Overview:Hidden IRS GemsForms and PublicationsElectronic FilingPayment SystemsRefund TrackingOnline ToolsOnline Estimators and CalculatorsAssistance ServicesAffordable Care Act Tax ProvisionsForeign Account Tax Compliant ActIdentity Protection and Tax Fraud AlertsProfessional Development and AccreditationTax StatisticsSocial MediaIRS Jobs and CareersIRS Strategic Plan Third Party IRS Resources
2/24/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
IRS Internet Resources for Accountants (Webinar) (WX13359)IRS.gov Overview:Hidden IRS GemsForms and PublicationsElectronic FilingPayment SystemsRefund TrackingOnline ToolsOnline Estimators and CalculatorsAssistance ServicesAffordable Care Act Tax ProvisionsForeign Account Tax Compliant ActIdentity Protection and Tax Fraud AlertsProfessional Development and AccreditationTax StatisticsSocial MediaIRS Jobs and CareersIRS Strategic Plan Third Party IRS Resources
3/19/2020	9:30 - 11:30 a.m.	Online	2 CPE	Add
Internet of Things for Accountants (Webinar) (WX13369)What is the Internet of Things (IoT)? Leading IoT Case StudiesIoT Economic ImpactsHow IoT Will Impact AccountantsStructured vs. Unstructured Data: The New Accounting FrontierLeading IoT Challenges and RisksEmerging IoT Business Models for AccountantsHow to Monetize IoT*IoT Starter Strategy for CPAs
1/27/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
Internet of Things for Accountants (Webinar) (WX13370)What is the Internet of Things (IoT)? Leading IoT Case StudiesIoT Economic ImpactsHow IoT Will Impact AccountantsStructured vs. Unstructured Data: The New Accounting FrontierLeading IoT Challenges and RisksEmerging IoT Business Models for AccountantsHow to Monetize IoT*IoT Starter Strategy for CPAs
2/11/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
Internet of Things for Accountants (Webinar) (WX13371)What is the Internet of Things (IoT)? Leading IoT Case StudiesIoT Economic ImpactsHow IoT Will Impact AccountantsStructured vs. Unstructured Data: The New Accounting FrontierLeading IoT Challenges and RisksEmerging IoT Business Models for AccountantsHow to Monetize IoT*IoT Starter Strategy for CPAs
3/24/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
Mixed Reality for Accountants (Webinar) (WX13381)Mixed reality snapshotMixed reality's multiple implications for the accounting professionMixed reality case studies Leading mixed reality players and productsKey mixed reality resources and communities online Mixed reality starter strategy for accountants
1/28/2020	2 - 4 p.m.	Online	2 CPE	Add
Mixed Reality for Accountants (Webinar) (WX13382)Mixed reality snapshotMixed reality's multiple implications for the accounting professionMixed reality case studies Leading mixed reality players and productsKey mixed reality resources and communities online Mixed reality starter strategy for accountants
2/25/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
Mixed Reality for Accountants (Webinar) (WX13383)Mixed reality snapshotMixed reality's multiple implications for the accounting professionMixed reality case studies Leading mixed reality players and productsKey mixed reality resources and communities online Mixed reality starter strategy for accountants
3/25/2020	12:30 - 2:30 p.m.	Online	2 CPE	Add
Robotic Process Automation (RPA) for Accountants (Webinar) (WX13393)RPA overviewTechnology pros and consImplications for the accounting professionCase studies Leading vendors Lessons learned to dateKey resources and communities online Starter strategy for accountants
1/30/2020	1 - 3 p.m.	Online	2 CPE	Add
Robotic Process Automation (RPA) for Accountants (Webinar) (WX13394)RPA overviewTechnology pros and consImplications for the accounting professionCase studies Leading vendors Lessons learned to dateKey resources and communities online Starter strategy for accountants
2/21/2020	12 - 2 p.m.	Online	2 CPE	Add
Robotic Process Automation (RPA) for Accountants (Webinar) (WX13395)RPA overviewTechnology pros and consImplications for the accounting professionCase studies Leading vendors Lessons learned to dateKey resources and communities online Starter strategy for accountants
3/31/2020	3 - 5 p.m.	Online	2 CPE	Add
Smart Contracts for Accountants (Webinar) (WX13405)Smart contracts overviewTechnology pros and consImplications for the accounting professionCase studies Leading vendors Lessons learned to dateKey resources and communities online Starter strategy for accountants
1/31/2020	1 - 3 p.m.	Online	2 CPE	Add
Smart Contracts for Accountants (Webinar) (WX13406)Smart contracts overviewTechnology pros and consImplications for the accounting professionCase studies Leading vendors Lessons learned to dateKey resources and communities online Starter strategy for accountants
2/19/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
Smart Contracts for Accountants (Webinar) (WX13407)Smart contracts overviewTechnology pros and consImplications for the accounting professionCase studies Leading vendors Lessons learned to dateKey resources and communities online Starter strategy for accountants
3/17/2020	9:30 - 11:30 a.m.	Online	2 CPE	Add
New Accounts Payable Fraud: Detection and Prevention Essentials (Webinar) (WX13568)Goldmann will explain the risks and show you cases of Accounts Payable fraud including:How much is A/P fraud in SMBWhy A/P fraud is a bigger risk the smaller the entityFinancial and non-financial warning signs of A/P fraudSimple low and zero cost controls for A/P fraudSimilarities and differences between internal and external A/P fraudA/P fraud risks for employee and management level
2/25/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
Payments Fraud: Detect & Prevent Check, ACH and P-Card Schemes (Webinar) (WX13581)Who commits each major type of payment fraud--focusing on check, ACH and P-Card schemesInside secrets from actual fraudstersVendor billing schemes that exploit payment process control weaknessesLatest electronic payment schemes (ACH hijacking, spear-phishing, social engineering and more)Check counterfeiting, forgery and tampering schemes to be aware ofHow to detect common external payments schemes versus internal attacks
2/13/2020	3 - 5 p.m.	Online	2 CPE	Add
Payments Fraud: Detect & Prevent Check, ACH and P-Card Schemes (Webinar) (WX13582)Who commits each major type of payment fraud--focusing on check, ACH and P-Card schemesInside secrets from actual fraudstersVendor billing schemes that exploit payment process control weaknessesLatest electronic payment schemes (ACH hijacking, spear-phishing, social engineering and more)Check counterfeiting, forgery and tampering schemes to be aware ofHow to detect common external payments schemes versus internal attacks
3/13/2020	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
Payroll Fraud: Detection and Prevention (Webinar) (WX13593)6 things you will learn in Payroll FraudHow to spot "ghost" employeesTimecard falsification schemesFraudulent commissions (usually with kickbacks)How payroll managers manipulate pay ratesRed flags of payroll frauds*Best practices to detect and prevent payroll fraud
2/10/2020	9 - 11 a.m.	Online	2 CPE	Add
Payroll Fraud: Detection and Prevention (Webinar) (WX13594)6 things you will learn in Payroll FraudHow to spot "ghost" employeesTimecard falsification schemesFraudulent commissions (usually with kickbacks)How payroll managers manipulate pay ratesRed flags of payroll frauds*Best practices to detect and prevent payroll fraud
3/11/2020	2 - 4 p.m.	Online	2 CPE	Add
Procure-to-Pay Fraud: Detection and Prevention Best Practice (Webinar) (WX13605)Who commits fraud in each segment of the P2P Cycle and why they do itInside secrets from actual fraudstersVendor billing schemesVendor Master File fraudsShipment diversion/theft schemesShipping document falsificationLatest payments schemes (ACH hijacking, social engineering and moreCheck fraud and tamperingHow easy it can be for Procurement to collude with vendors in costly kickback schemesAbusing the competitive bidding process for personal gain*Conflicts of interest
2/17/2020	3 - 5 p.m.	Online	2 CPE	Add
Procure-to-Pay Fraud: Detection and Prevention Best Practice (Webinar) (WX13606)Who commits fraud in each segment of the P2P Cycle and why they do itInside secrets from actual fraudstersVendor billing schemesVendor Master File fraudsShipment diversion/theft schemesShipping document falsificationLatest payments schemes (ACH hijacking, social engineering and moreCheck fraud and tamperingHow easy it can be for Procurement to collude with vendors in costly kickback schemesAbusing the competitive bidding process for personal gain*Conflicts of interest
3/13/2020	2 - 4 p.m.	Online	2 CPE	Add
Detecting and Preventing T&E Fraud (Webinar) (WX13617)Goldman will show you:7 common types of expense reimbursement fraud 3 red flags of T&E fraud2 best T&E fraud detection methodsWho the biggest T&E thief usually is
2/10/2020	3 - 5 p.m.	Online	2 CPE	Add
Detecting and Preventing T&E Fraud (Webinar) (WX13618)Goldman will show you:7 common types of expense reimbursement fraud 3 red flags of T&E fraud2 best T&E fraud detection methodsWho the biggest T&E thief usually is
3/10/2020	2 - 4 p.m.	Online	2 CPE	Add
New Vendor Fraud: Protecting Against a Growing Threat (Webinar) (WX13630)External and internal vendor and AP fraudsVendor frauds that can cost you more than theft of goods or cashSubcontractor fraudWho commits vendor fraudVendor invoicing fraudManipulating vendor checksThe red flags of vendor fraudsStraw and fake suppliers: Case studies*Kickback schemes
3/17/2020	3 - 5 p.m.	Online	2 CPE	Add
Don't Let Conflict Derail your Relationships (Webinar) (WX13687)Identify conflict quicklyUnderstand your own conflict response styleIdentify what triggers you or other to get angry by learning how the brain worksLearn how to have a conversation that dissolves conflict*Tips for learning multiple strategies for managing conflict
2/4/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
Don't Let Conflict Derail your Relationships (Webinar) (WX13688)Identify conflict quicklyUnderstand your own conflict response styleIdentify what triggers you or other to get angry by learning how the brain worksLearn how to have a conversation that dissolves conflict*Tips for learning multiple strategies for managing conflict
3/18/2020	9 - 11 a.m.	Online	2 CPE	Add
Don't Let Your Schedule Get Away From You (Webinar) (WX13699)Identify your own particular time wasters and adopt strategies for eliminating themReduce stressReduce time spent in meetingsClarify and prioritize objectives and goalsManage email, VM and IMDelegate more effectivelyAdopt appropriate strategies for dealing with interruptionsUse practical techniques for organizing workLearn to delegate and work more effectivelyLearn how to manage your energy during the day*Put an end to multi-tasking
2/12/2020	12:30 - 2:30 p.m.	Online	2 CPE	Add
Don't Let Your Schedule Get Away From You (Webinar) (WX13700)Identify your own particular time wasters and adopt strategies for eliminating themReduce stressReduce time spent in meetingsClarify and prioritize objectives and goalsManage email, VM and IMDelegate more effectivelyAdopt appropriate strategies for dealing with interruptionsUse practical techniques for organizing workLearn to delegate and work more effectivelyLearn how to manage your energy during the day*Put an end to multi-tasking
3/23/2020	1 - 3 p.m.	Online	2 CPE	Add
Leadership Skills for Peak Performance in 21st Century (Webinar) (WX13711)Give feedback to get desired resultsBuild self-confidenceCommunicate powerfully Develop othersEngage your employees by understanding their personal motivatorsLead through periods of change
2/25/2020	1 - 3 p.m.	Online	2 CPE	Add
Leadership Skills for Peak Performance in 21st Century (Webinar) (WX13712)Give feedback to get desired resultsBuild self-confidenceCommunicate powerfully Develop othersEngage your employees by understanding their personal motivatorsLead through periods of change
3/19/2020	1 - 3 p.m.	Online	2 CPE	Add
Ethics: What a CPA in Business & Industry Needs to Know (Webinar) (WX13832)Ethics for Members in Business: Why Bother? Re-Introducing the AICPA Code of Professional Conduct The Basic Ethics Rules for Members in Business The Conceptual Framework: Avoiding the Risk of Noncompliance *Case Analysis: Members in Business
2/24/2020	12 - 2 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: What a CPA in Business & Industry Needs to Know (Webinar) (WX13833)Ethics for Members in Business: Why Bother? Re-Introducing the AICPA Code of Professional Conduct The Basic Ethics Rules for Members in Business The Conceptual Framework: Avoiding the Risk of Noncompliance *Case Analysis: Members in Business
3/30/2020	2 - 4 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (WX13846)Risks Associated with Social MediaSections of the AICPA Code of Professional Conduct That Might Be Violated Using Social Media*Case Study Discussions
2/11/2020	11 a.m. - 1 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (WX13847)Risks Associated with Social MediaSections of the AICPA Code of Professional Conduct That Might Be Violated Using Social Media*Case Study Discussions
3/19/2020	12 - 2 p.m.	Online	2 CPE / 2 Ethics	Add
An Ethical Framework: How It Works (Webinar) (WX13858)Structure of Professional EthicsThe Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board What Happens When an Ethics Complaint is ReceivedCase Studies
3/4/2020	12 - 2 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: What a CPA in Public Practice Needs to Know (Webinar) (WX13868)Ethics for Members in Public Practice: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Eleven Rules for Members in Public PracticeThe Conceptual Framework: Avoiding the Risk of Noncompliance*Case Discussions: Members in Public Practice
1/28/2020	11:30 a.m. - 1:30 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: What a CPA in Public Practice Needs to Know (Webinar) (WX13869)Ethics for Members in Public Practice: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Eleven Rules for Members in Public PracticeThe Conceptual Framework: Avoiding the Risk of Noncompliance*Case Discussions: Members in Public Practice
2/21/2020	11 a.m. - 1 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: What a CPA in Public Practice Needs to Know (Webinar) (WX13870)Ethics for Members in Public Practice: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Eleven Rules for Members in Public PracticeThe Conceptual Framework: Avoiding the Risk of Noncompliance*Case Discussions: Members in Public Practice
3/18/2020	2 - 4 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics and Unbilled Taxes: The Auditor's Untold Story (Webinar) (WX13881)Reviewing Financial Statements with ManagementRules Regarding Subordination of JudgementProperly Handling Correction of Errors and Prior Period AdjustmentsAssessing Risks of Material Misstatements*Other Materiality Issues
2/26/2020	9:30 - 11:30 a.m.	Online	2 CPE / 2 Ethics	Add
Ethics and Unbilled Taxes: The Auditor's Untold Story (Webinar) (WX13882)Reviewing Financial Statements with ManagementRules Regarding Subordination of JudgementProperly Handling Correction of Errors and Prior Period AdjustmentsAssessing Risks of Material Misstatements*Other Materiality Issues
3/20/2020	12 - 2 p.m.	Online	2 CPE / 2 Ethics	Add
Succession Planning and Knowledge Capture/Transfer (Webinar) (WX13900)Creating complete succession plansIdentifying the "right" successorsCreating and implementing development plans to ensure the successors will succeedCapturing and transferring critical knowledge that must be transitioned to the successors
1/28/2020	8 - 9 a.m.	Online	1 CPE	Add
Succession Planning and Knowledge Capture/Transfer (Webinar) (WX13901)Creating complete succession plansIdentifying the "right" successorsCreating and implementing development plans to ensure the successors will succeedCapturing and transferring critical knowledge that must be transitioned to the successors
2/26/2020	12:30 - 1:30 p.m.	Online	1 CPE	Add
Succession Planning and Knowledge Capture/Transfer (Webinar) (WX13902)Creating complete succession plansIdentifying the "right" successorsCreating and implementing development plans to ensure the successors will succeedCapturing and transferring critical knowledge that must be transitioned to the successors
3/27/2020	12 - 1 p.m.	Online	1 CPE	Add
QuickBooks: Best Practices for Accountants (Webinar) (WX13912)Understanding and restoring different QuickBooks file typesWorking with accountant's copy to ensure changes get back to the client's data fileUsing the built in accountant featuresWorking trial balanceAdjusting entriesBatch reclassify transactionsSelected features of client data review Using the closing date to keep clients from changing historical transactionsTracking changes made to closed periodsUsing the audit trail feature
2/14/2020	2:30 - 4:30 p.m.	Online	2 CPE	Add
QuickBooks: Best Practices for Accountants (Webinar) (WX13913)Understanding and restoring different QuickBooks file typesWorking with accountant's copy to ensure changes get back to the client's data fileUsing the built in accountant featuresWorking trial balanceAdjusting entriesBatch reclassify transactionsSelected features of client data review Using the closing date to keep clients from changing historical transactionsTracking changes made to closed periodsUsing the audit trail feature
3/26/2020	8:30 - 10:30 a.m.	Online	2 CPE	Add
New Leveraging Your Contribution for Greatest Impact (Webinar) (WX14293)How the perceived value of your contribution changes over the span of your career Review of what is considered high performance through career stages based on Harvard research Review of what will hold you back to the individual contributor role in your career Review of milestones in career growth, obstacles to career growth, and signs that you're struggling to renegotiate your roles and responsibilities
1/28/2020	11:30 a.m. - 12:30 p.m.	Online	1 CPE	Add
New Leveraging Your Contribution for Greatest Impact (Webinar) (WX14294)How the perceived value of your contribution changes over the span of your career Review of what is considered high performance through career stages based on Harvard research Review of what will hold you back to the individual contributor role in your career Review of milestones in career growth, obstacles to career growth, and signs that you're struggling to renegotiate your roles and responsibilities
2/24/2020	8 - 9 a.m.	Online	1 CPE	Add
New Leveraging Your Contribution for Greatest Impact (Webinar) (WX14295)How the perceived value of your contribution changes over the span of your career Review of what is considered high performance through career stages based on Harvard research Review of what will hold you back to the individual contributor role in your career Review of milestones in career growth, obstacles to career growth, and signs that you're struggling to renegotiate your roles and responsibilities
3/25/2020	4 - 5 p.m.	Online	1 CPE	Add
New Recession Preparedness for Businesses (Webinar) (WX14331)History of Modern Recessions (Post WWII), their commonalities, potential triggers and monetary policy preceding, during and following each occurrence. Opportunities presented by recession for businessesPractical ideas for businesses to prepare for and increase their chances of surviving, and thriving, during a recessionHow CPAs can assist their business clients in preparing for and capitalizing on recession opportunities
2/19/2020	8 - 9 a.m.	Online	1 CPE	Add
New Recession Preparedness for Businesses (Webinar) (WX14332)History of Modern Recessions (Post WWII), their commonalities, potential triggers and monetary policy preceding, during and following each occurrence. Opportunities presented by recession for businessesPractical ideas for businesses to prepare for and increase their chances of surviving, and thriving, during a recessionHow CPAs can assist their business clients in preparing for and capitalizing on recession opportunities
3/31/2020	4 - 5 p.m.	Online	1 CPE	Add
New Keeping Retirement SECURE: New Act -- New Opportunities (Webinar) (WX14381)Review the maximum period over which an inherited IRA can be withdrawn Changes to Required Minimum Distributions (RMD) *Estate planning considerations
2/5/2020	12 - 1 p.m.	Online	1 CPE	Add
New Keeping Retirement SECURE: New Act -- New Opportunities (Webinar) (WX14382)Review the maximum period over which an inherited IRA can be withdrawn Changes to Required Minimum Distributions (RMD) *Estate planning considerations
2/17/2020	4 - 5 p.m.	Online	1 CPE	Add
New Keeping Retirement SECURE: New Act -- New Opportunities (Webinar) (WX14383)Review the maximum period over which an inherited IRA can be withdrawn Changes to Required Minimum Distributions (RMD) *Estate planning considerations
3/4/2020	11:30 a.m. - 12:30 p.m.	Online	1 CPE	Add
New Keeping Retirement SECURE: New Act -- New Opportunities (Webinar) (WX14384)Review the maximum period over which an inherited IRA can be withdrawn Changes to Required Minimum Distributions (RMD) *Estate planning considerations
3/17/2020	4 - 5 p.m.	Online	1 CPE	Add
New Keeping Retirement SECURE: New Act -- New Opportunities (Webinar) (WX14385)Review the maximum period over which an inherited IRA can be withdrawn Changes to Required Minimum Distributions (RMD) *Estate planning considerations
3/30/2020	8:30 - 9:30 a.m.	Online	1 CPE	Add
Top 10 Things Financial Planners Need to Know About Estate Planning (Webinar) (WCTTFP04)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
1/31/2020	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Top 10 Things Financial Planners Need to Know About Estate Planning (Webinar) (WCTTFP05)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
1/31/2020	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Leadership Academy (LEADAC)Workshop 1 (July 29) -- Foundations of Leadership and Development Plans (8 CPE credits) Workshop 2 (Sept. 30) -- 360-Degree Leadership: Lead Well in All Directions (8 CPE credits) Workshop 3 (Nov. 6) -- Fill Your Leadership Toolbox: Essential Leadership Skills (8 CPE credits) Workshop 4 (Dec. 16) -- The Next Frontier: Become a Strategic Leader (8 CPE credits) *Coaching Session -- To be scheduled by participants Individual 50-minute phone session with instructor to review your leadership development plan progress and focus on how you'll implement key action steps. (1 CPE credit)
7/29/2020	8:30 a.m. - 4:30 p.m.	Bloomington, MN	33 CPE / 1 Ethics	Add
New 19IFB4: Innovative Forecasting and Budgeting: Moving Beyond Traditional Techniques (19IFB4)Sales/income plan Intermediate plan Technology plan Capital equipment plan One-year operating plan (formerly known as a budget) Monthly plan Cash plan Risk plan How to perform a financial risk analysis How to perform an economic value added (EVA) analysis (present value (PV), return on investment (ROI) and modified ROI)
3/26/2020	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
19HTOF: Employer's Handbook: Legal, Tax and Health Care Issues (19HTOF)What you can and can't ask in an interview How to effectively and legally document employee performance Tips for establishing an effective employee performance review system When you can and cannot fire an employee Employment contracts -- legal and planning issues, and when non-compete agreements will and won't work Telecommuters and other special situations Legal liability issues -- age discrimination, sex discrimination, Fair Labor Standards Act (FLSA) issues, minimum wage, overtime, sexual harassment and more Fringe benefit issues -- Consolidated Omnibus Budget Reconciliation Act (COBRA), Family and Medical Leave Act (FMLA) and what's new in health care *Medical plans -- who is a full-time employee?
3/25/2020	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Form 990: Mastering Its Unique Characteristics (Webinar) (WI942661)* Primacy of the Form 990 as a "one size fits all" reporting mechanism Form 990 preparation sequencing and data gathering and keys to getting Form 990 preparation right the first time Addressing presence of "related organizations" * Identification of managers and measurements of their compensation 990 versus books-and-records financial statement detail Disclosures of governance inputs and Boards' employ of policies
1/28/2020	8 a.m. - 4 p.m.	Online	8 CPE	Add
Form 990: Exploring the Form's Complex Schedules (Webinar) (WI936373)Key issues that affect how "public charities" are classified and related Schedule A reporting The various public policy realms inquired of in Schedule C Complexity and problems within Schedule F's instructions Identification of, and reporting in Schedule R, of related organizations The various types of "Transactions with Interested Persons" required to be disclosed in Schedule L Critical issues to avoid in Schedules K and N *Items to watch when completing Schedule J's Parts I and II
2/4/2020	8 a.m. - 4 p.m.	Online	8 CPE	Add
Financial Forecasting: Planning for Success (Webinar) (WI939183)* Overview of the forecasting process The basic forecasting model Techniques used to forecast sales * A case analysis on working capital planning * Forecasting the company's capital structure *Projecting the income statement and balance sheet
3/11/2020	12 - 4 p.m.	Online	4 CPE	Add
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (WSTCF410)Economic update Managing for productivity Metrics and benchmarking Social media and the cloud *Negotiation skills for finance professionals
3/2/2020	8 - 11:30 a.m.	Online	4 CPE	Add
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (WSTCF411)Economic update Managing for productivity Metrics and benchmarking Social media and the cloud *Negotiation skills for finance professionals
3/16/2020	12 - 3:30 p.m.	Online	4 CPE	Add
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (WSTCF412)Economic update Managing for productivity Metrics and benchmarking Social media and the cloud *Negotiation skills for finance professionals
3/30/2020	8 - 11:30 a.m.	Online	4 CPE	Add
Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Webinar) (WSPLF408)Differences between planning and budgeting The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
3/11/2020	12 - 3:30 p.m.	Online	4 CPE	Add
Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Webinar) (WSPLF409)Differences between planning and budgeting The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
3/26/2020	12 - 3:30 p.m.	Online	4 CPE	Add
Ethics: When CPAs Make the Headlines (Webinar) (WX14151)A deep discussion of actual fraud and unethical cases involving CPAs A managing partner who lost everything he worked for in one hour How false sign-off of work can cost you your license How the compensation and control system brought down a CPA firm Common immaterial amounts that are material ethics violations How CPAs can be independent in fact, but not to a jury How "willful blindness" can cost you your CPA license Examples of CFOs and CEOs fired for unethical behavior that didn't involve money
2/7/2020	8:30 a.m. - 12:30 p.m.	Online	4 CPE / 4 Ethics	Add
Ethics: When CPAs Make the Headlines (Webinar) (WX14152)A deep discussion of actual fraud and unethical cases involving CPAs A managing partner who lost everything he worked for in one hour How false sign-off of work can cost you your license How the compensation and control system brought down a CPA firm Common immaterial amounts that are material ethics violations How CPAs can be independent in fact, but not to a jury How "willful blindness" can cost you your CPA license Examples of CFOs and CEOs fired for unethical behavior that didn't involve money
3/26/2020	8 a.m. - 12 p.m.	Online	4 CPE / 4 Ethics	Add
Rita Crundwell: Largest Municipal Theft in U.S. History (Webinar) (WX14162)A fraud so outrageous, it's a movieWere the auditors independent?How Crundwell evaded detection for 20 yearsImpact on CPAs' license How did the auditors assess risk? What audit procedures were performed, or not Fake documents Crundwell created Did the auditors detect the fraud?Actual court filings for the malpractice lawsuitWhat were the malpractice allegations?How much the fraud cost the auditorsWhat happened to Crundwell's family
1/31/2020	8:30 a.m. - 12:30 p.m.	Online	4 CPE	Add
Rita Crundwell: Largest Municipal Theft in U.S. History (Webinar) (WX14163)A fraud so outrageous, it's a movieWere the auditors independent?How Crundwell evaded detection for 20 yearsImpact on CPAs' license How did the auditors assess risk? What audit procedures were performed, or not Fake documents Crundwell created Did the auditors detect the fraud?Actual court filings for the malpractice lawsuitWhat were the malpractice allegations?How much the fraud cost the auditorsWhat happened to Crundwell's family
2/27/2020	12 - 4 p.m.	Online	4 CPE	Add
Rita Crundwell: Largest Municipal Theft in U.S. History (Webinar) (WX14164)A fraud so outrageous, it's a movieWere the auditors independent?How Crundwell evaded detection for 20 yearsImpact on CPAs' license How did the auditors assess risk? What audit procedures were performed, or not Fake documents Crundwell created Did the auditors detect the fraud?Actual court filings for the malpractice lawsuitWhat were the malpractice allegations?How much the fraud cost the auditorsWhat happened to Crundwell's family
3/24/2020	9:30 a.m. - 1:30 p.m.	Online	4 CPE	Add
Ethics: 10 CPAs Behaving Badly (Webinar) (WX14174)A discussion of actual cases resulting in actual CPAs losing their licenses to practice, including:CPA hires hit man.Partner sleeps then goes to prison.CPA school controller goes to prison.CPA sentenced for $8 million Ponzi scheme.
1/29/2020	9 a.m. - 1 p.m.	Online	4 CPE / 4 Ethics	Add
Ethics: 10 CPAs Behaving Badly (Webinar) (WX14175)A discussion of actual cases resulting in actual CPAs losing their licenses to practice, including:CPA hires hit man.Partner sleeps then goes to prison.CPA school controller goes to prison.CPA sentenced for $8 million Ponzi scheme.
2/6/2020	12 - 4 p.m.	Online	4 CPE / 4 Ethics	Add
Ethics: 10 CPAs Behaving Badly (Webinar) (WX14176)A discussion of actual cases resulting in actual CPAs losing their licenses to practice, including:CPA hires hit man.Partner sleeps then goes to prison.CPA school controller goes to prison.CPA sentenced for $8 million Ponzi scheme.
3/31/2020	11 a.m. - 3 p.m.	Online	4 CPE / 4 Ethics	Add
Red Collar Crime: When Clients, Staff and CPAs Turn Violent (Webinar) (WX13640)10 cases you won't believe actually happenedTax preparer shot by clientSmall firm partner murdered by client over business structureSmall company CEO hires hit on his accountantPartner tries to kill clientsInsurance agent who killed auditorGraduate accounting professor commits suicide over studentsSpouse kills tax accountant spousePolitical accountant kills client's wifeCPA's client killed over failed business*Corporate accountant kills witness
2/26/2020	2 - 4 p.m.	Online	2 CPE / 2 Ethics	Add
Red Collar Crime: When Clients, Staff and CPAs Turn Violent (Webinar) (WX13641)10 cases you won't believe actually happenedTax preparer shot by clientSmall firm partner murdered by client over business structureSmall company CEO hires hit on his accountantPartner tries to kill clientsInsurance agent who killed auditorGraduate accounting professor commits suicide over studentsSpouse kills tax accountant spousePolitical accountant kills client's wifeCPA's client killed over failed business*Corporate accountant kills witness
3/17/2020	11 a.m. - 1 p.m.	Online	2 CPE / 2 Ethics	Add
Revenue Recognition: Risks NOT in the New Standard (Webinar) (WX13651)Pricing risks Legal risks Finding revenue of omission Risk to revenue from advertising Risk from the audit requirement to "understand the entity" How even a small amount of revenue is material Why customer payment doesn't mean that revenue was legally earned How non-financial metrics are a red flag to revenue manipulation How to link usually separate analytical procedures to find revenue fraud How to use contracts and bank loans to identify revenue risk
3/25/2020	1:30 - 3:30 p.m.	Online	2 CPE	Add
Boost Your Bottom Line: Reduce Internal Fraud, Theft & Abuse (Webinar) (WX13431)VA manager steals more than $60,000 of benefitsHVAC controller steals $1.2 millionController buys over $200,000 on private company credit cardFinancial aid officer uses students to steal $300,000 from a top 10 university Third employee in a year caught stealing from government employerHow a trusted minister stole more than $300,000CPA firm specializing in union audits shuts down after partners go to prisonAccountant sentenced to 5 years for $3.1 million theftSorority and Fraternity director sentenced for theft in officeWhy we think it's OK to cheat and steal (sometimes)Sports marketing agent uses non-profit to commit fraud County employee trades cash for water tapsWhy it took 3 years to bust the trusted volunteer treasurer who nearly bankrupted sports clubHow a college cashier stole more than $500,000Red flags of internal fraud, theft and abuseSimple low cost controls that work in SMEs to minimize internal fraudWhich departments are the highest risk of internal fraudHow internal fraud can risk bank fraud
2/20/2020	3 - 5 p.m.	Online	2 CPE	Add
Boost Your Bottom Line: Reduce Internal Fraud, Theft & Abuse (Webinar) (WX13432)VA manager steals more than $60,000 of benefitsHVAC controller steals $1.2 millionController buys over $200,000 on private company credit cardFinancial aid officer uses students to steal $300,000 from a top 10 university Third employee in a year caught stealing from government employerHow a trusted minister stole more than $300,000CPA firm specializing in union audits shuts down after partners go to prisonAccountant sentenced to 5 years for $3.1 million theftSorority and Fraternity director sentenced for theft in officeWhy we think it's OK to cheat and steal (sometimes)Sports marketing agent uses non-profit to commit fraud County employee trades cash for water tapsWhy it took 3 years to bust the trusted volunteer treasurer who nearly bankrupted sports clubHow a college cashier stole more than $500,000Red flags of internal fraud, theft and abuseSimple low cost controls that work in SMEs to minimize internal fraudWhich departments are the highest risk of internal fraudHow internal fraud can risk bank fraud
3/30/2020	1 - 3 p.m.	Online	2 CPE	Add
Ethics: Every Choice Has a Consequence (Webinar) (WX13444)Did Chuck's partners miss any red flags that he was stealingHow 99% of CPAs rationalize illegal behaviorIs your software installed ethicallyHow "If I only knew now then what I know now" applies to youThe risk of tax fraud from non-financial informationHow some socially acceptable behavior can be unethical for CPAsHow a county water department was inadvertently unethical VW shows how easy it is to circumvent control systemsHow 7 city hall employees didn't use their rational brainRationalizing is like wet cementGallagher paid the money back, so was it unethicalHow the boss's behavior infects some other employeesHow Chuck used trust to continue his unethical behaviorThe 3 'legs' of your ethics stoolHow client controls at Chuck's firm would have stopped himChuck was an ERISA specialist. How that affected his sentence.
2/14/2020	11:30 a.m. - 1:30 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: Every Choice Has a Consequence (Webinar) (WX13445)Did Chuck's partners miss any red flags that he was stealingHow 99% of CPAs rationalize illegal behaviorIs your software installed ethicallyHow "If I only knew now then what I know now" applies to youThe risk of tax fraud from non-financial informationHow some socially acceptable behavior can be unethical for CPAsHow a county water department was inadvertently unethical VW shows how easy it is to circumvent control systemsHow 7 city hall employees didn't use their rational brainRationalizing is like wet cementGallagher paid the money back, so was it unethicalHow the boss's behavior infects some other employeesHow Chuck used trust to continue his unethical behaviorThe 3 'legs' of your ethics stoolHow client controls at Chuck's firm would have stopped himChuck was an ERISA specialist. How that affected his sentence.
3/27/2020	1:30 - 3:30 p.m.	Online	2 CPE / 2 Ethics	Add
Defective Compensation Systems: When Bonuses and Incentives Go Bad (Webinar) (WX13455)Using real cases, learn how several typical compensation systems cause employees and management to behave in a manner that has an adverse effect on the entity's best interest, resulting in control, financial reporting and auditing risks.Government risk - Policing for profitIndustry risk - Trucking companiesCompany risk - Domino'sRegulatory risk - First Energy Davis-Bessie Power PlantHealthcare - Discharging patients to maximize profitsNonprofits - Rewards based on outputs vs. inputsSchools - Perverse incentives compel teachers to cheatBONUS - Maximize profits - How to transform goal incongruence into goal congruence
1/28/2020	3 - 5 p.m.	Online	2 CPE	Add
Defective Compensation Systems: When Bonuses and Incentives Go Bad (Webinar) (WX13456)Using real cases, learn how several typical compensation systems cause employees and management to behave in a manner that has an adverse effect on the entity's best interest, resulting in control, financial reporting and auditing risks.Government risk - Policing for profitIndustry risk - Trucking companiesCompany risk - Domino'sRegulatory risk - First Energy Davis-Bessie Power PlantHealthcare - Discharging patients to maximize profitsNonprofits - Rewards based on outputs vs. inputsSchools - Perverse incentives compel teachers to cheatBONUS - Maximize profits - How to transform goal incongruence into goal congruence
2/25/2020	3 - 5 p.m.	Online	2 CPE	Add
Defective Compensation Systems: When Bonuses and Incentives Go Bad (Webinar) (WX13457)Using real cases, learn how several typical compensation systems cause employees and management to behave in a manner that has an adverse effect on the entity's best interest, resulting in control, financial reporting and auditing risks.Government risk - Policing for profitIndustry risk - Trucking companiesCompany risk - Domino'sRegulatory risk - First Energy Davis-Bessie Power PlantHealthcare - Discharging patients to maximize profitsNonprofits - Rewards based on outputs vs. inputsSchools - Perverse incentives compel teachers to cheatBONUS - Maximize profits - How to transform goal incongruence into goal congruence
3/20/2020	2 - 4 p.m.	Online	2 CPE	Add
Government Fraud Investigator: War Stories from the Trenches (Webinar) (WX13468)This course covers the definition of fraud, red flags of fraud, and techniques that you can easily apply to prevent and detect more fraud. Daniel will take you through the methodologies his department used to investigate actual cases. The city finance director's check swap schemeThe city clerk's fraudulent disbursement schemeThe utility district manager's credit card schemeThe utility district manager's petty cash and collections schemesThe city clerk's payroll scheme
2/10/2020	12:30 - 2:30 p.m.	Online	2 CPE	Add
Government Fraud Investigator: War Stories from the Trenches (Webinar) (WX13469)This course covers the definition of fraud, red flags of fraud, and techniques that you can easily apply to prevent and detect more fraud. Daniel will take you through the methodologies his department used to investigate actual cases. The city finance director's check swap schemeThe city clerk's fraudulent disbursement schemeThe utility district manager's credit card schemeThe utility district manager's petty cash and collections schemesThe city clerk's payroll scheme
3/30/2020	3 - 5 p.m.	Online	2 CPE	Add
Ethics: CPAs' Recent Illegal and Discreditable Acts (Webinar) (WX13480)Get the inside details on these ethics cases:CPA volunteer non-profit treasurer steals $60,000CPA indicted in murder-for-hire plotCPA arrested for falsifying insurance applicationsCPA sentenced for tax fraudSmall town CPA's investment kickback schemeCPA threatened over shark 'attack'Partners uncover Office PIC and CFE stealing CFO..'From Day One, I knew I'd just crossed a line.'CPA launders drug and gambling moneyCPA guilty of attempted murder...of ex-bossCPA steals from pro ball team and a client fighting cancer Sole practitioner CPA fund administrator convicted of $40 million Ponzi scheme*Regulator steals confidential info to help CPA firm
2/13/2020	11 a.m. - 3 p.m.	Online	4 CPE / 4 Ethics	Add
Ethics: CPAs' Recent Illegal and Discreditable Acts (Webinar) (WX13481)Get the inside details on these ethics cases:CPA volunteer non-profit treasurer steals $60,000CPA indicted in murder-for-hire plotCPA arrested for falsifying insurance applicationsCPA sentenced for tax fraudSmall town CPA's investment kickback schemeCPA threatened over shark 'attack'Partners uncover Office PIC and CFE stealing CFO..'From Day One, I knew I'd just crossed a line.'CPA launders drug and gambling moneyCPA guilty of attempted murder...of ex-bossCPA steals from pro ball team and a client fighting cancer Sole practitioner CPA fund administrator convicted of $40 million Ponzi scheme*Regulator steals confidential info to help CPA firm
3/30/2020	9 a.m. - 1 p.m.	Online	4 CPE / 4 Ethics	Add
Ethics: CFOs and Controllers Who Lost Their CPA License (Webinar) (WX13494)By analyzing the stories of five CFOs and controllers who risked it all and lost, learn how to manage the multitude of conflicting pressures that can lead you to compromise and lose your license. Auditors will learn the red flags of CFO and controller fraud.Controller embezzles $200,000+ from non-profitCFO Sentenced to 5 YearsCFO Pays Assassin with Company MoneyController who covered up fraud goes to prisonController who took out unauthorized and undisclosed company loansBONUS: CFOs and controllers explain why they cook the books
2/27/2020	9 - 11 a.m.	Online	2 CPE / 2 Ethics	Add
Ethics: CFOs and Controllers Who Lost Their CPA License (Webinar) (WX13495)By analyzing the stories of five CFOs and controllers who risked it all and lost, learn how to manage the multitude of conflicting pressures that can lead you to compromise and lose your license. Auditors will learn the red flags of CFO and controller fraud.Controller embezzles $200,000+ from non-profitCFO Sentenced to 5 YearsCFO Pays Assassin with Company MoneyController who covered up fraud goes to prisonController who took out unauthorized and undisclosed company loansBONUS: CFOs and controllers explain why they cook the books
3/23/2020	2:30 - 4:30 p.m.	Online	2 CPE / 2 Ethics	Add
Catch Her If You Can: Detect and Prevent Pink Collar Crime (Webinar) (WX13506)Pink collar crime-methods, suspects, victims and investigationsHow to spot the female fraudster in your companySimple controls to prevent pink collar crimeStrategies for catching pink collar criminals*Considerations for interviewing the female suspect
1/27/2020	3 - 5 p.m.	Online	2 CPE	Add
Catch Her If You Can: Detect and Prevent Pink Collar Crime (Webinar) (WX13507)Pink collar crime-methods, suspects, victims and investigationsHow to spot the female fraudster in your companySimple controls to prevent pink collar crimeStrategies for catching pink collar criminals*Considerations for interviewing the female suspect
2/24/2020	3 - 5 p.m.	Online	2 CPE	Add
Catch Her If You Can: Detect and Prevent Pink Collar Crime (Webinar) (WX13508)Pink collar crime-methods, suspects, victims and investigationsHow to spot the female fraudster in your companySimple controls to prevent pink collar crimeStrategies for catching pink collar criminals*Considerations for interviewing the female suspect
3/18/2020	3 - 5 p.m.	Online	2 CPE	Add
Ethics Interview: Heinz Ickert CFE Exposes CPA's Misconduct (Webinar) (WX13519)Ickert will discuss some examples of ethical violations he discovered, including:A CPA who acted as an escrow agent and diverted $40 million. A CPA and church CFO convicted of diverting embezzlement and tax evasion An unregistered CPA auditing hospitality establishments who failed to comply with CPE requirementsThe CPA who wasn't.. *CPAs, from sole practitioners to Big-4 partners, who thought they were independent
2/18/2020	3 - 5 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics Interview: Heinz Ickert CFE Exposes CPA's Misconduct (Webinar) (WX13520)Ickert will discuss some examples of ethical violations he discovered, including:A CPA who acted as an escrow agent and diverted $40 million. A CPA and church CFO convicted of diverting embezzlement and tax evasion An unregistered CPA auditing hospitality establishments who failed to comply with CPE requirementsThe CPA who wasn't.. *CPAs, from sole practitioners to Big-4 partners, who thought they were independent
3/24/2020	3 - 5 p.m.	Online	2 CPE / 2 Ethics	Add
Government Fraud & Abuse: How Reporters Find It Before Auditors (Webinar) (WX13530)CPAs can protect themselves by learning how to think about risk from a business perspective. Sallah will share how he investigated 5 fascinating fraud cases:Allen Stanford's $7 billion offshore banking Ponzi scheme and the lawsuit against the auditorsMartin Frankel, the fugitive financier who looted insurance companies of $200 millionDavid Mobley, the Florida hedge fund manager who fleeced investors of $75 millionGeorge Theodule, the affinity fraud artist who stole millions from South Florida's Haitian community*Florida mortgage fraud: a case study in why CPAs cannot rely on regulators
1/30/2020	3 - 5 p.m.	Online	2 CPE	Add
Government Fraud & Abuse: How Reporters Find It Before Auditors (Webinar) (WX13531)CPAs can protect themselves by learning how to think about risk from a business perspective. Sallah will share how he investigated 5 fascinating fraud cases:Allen Stanford's $7 billion offshore banking Ponzi scheme and the lawsuit against the auditorsMartin Frankel, the fugitive financier who looted insurance companies of $200 millionDavid Mobley, the Florida hedge fund manager who fleeced investors of $75 millionGeorge Theodule, the affinity fraud artist who stole millions from South Florida's Haitian community*Florida mortgage fraud: a case study in why CPAs cannot rely on regulators
2/19/2020	10:30 a.m. - 12:30 p.m.	Online	2 CPE	Add
Government Fraud & Abuse: How Reporters Find It Before Auditors (Webinar) (WX13532)CPAs can protect themselves by learning how to think about risk from a business perspective. Sallah will share how he investigated 5 fascinating fraud cases:Allen Stanford's $7 billion offshore banking Ponzi scheme and the lawsuit against the auditorsMartin Frankel, the fugitive financier who looted insurance companies of $200 millionDavid Mobley, the Florida hedge fund manager who fleeced investors of $75 millionGeorge Theodule, the affinity fraud artist who stole millions from South Florida's Haitian community*Florida mortgage fraud: a case study in why CPAs cannot rely on regulators
3/12/2020	2 - 4 p.m.	Online	2 CPE	Add
Ethics: Ex-Felon Controller Shares His Journey to CPA (Webinar) (WX13544)Why he accepted assurances that everything was okayHow he rationalized his actions and felt he wasn't doing anything illegalWhy he cooked the booksWhy he plead guilty to a $100 million fraudWhat it's like to be sentenced to a year and a day What prison is like for a CPA*Why and how he started his own CPA firm
2/7/2020	1 - 3 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: Ex-Felon Controller Shares His Journey to CPA (Webinar) (WX13545)Why he accepted assurances that everything was okayHow he rationalized his actions and felt he wasn't doing anything illegalWhy he cooked the booksWhy he plead guilty to a $100 million fraudWhat it's like to be sentenced to a year and a day What prison is like for a CPA*Why and how he started his own CPA firm
3/6/2020	2 - 4 p.m.	Online	2 CPE / 2 Ethics	Add
Non-Profit Update: A&A Risks for Controllers and Auditors (Webinar) (WX13555)Convention and Visitor Bureau CFO pleads guilty Ranking services revise standards risking non-profits' ability to raise donations Detailed analysis of malpractice claims of non-profit engagements 11 questions to assess non-profit risk How a fake charity stole millions Firm quality control requirements Risks of profit incentives in non-profit work 3 ways to be indispensable at a non-profit New survey details risks of being a non-profit board member Broker stole $50 million from non-profits and schools
1/27/2020	12 - 2 p.m.	Online	2 CPE	Add
Non-Profit Update: A&A Risks for Controllers and Auditors (Webinar) (WX13556)Convention and Visitor Bureau CFO pleads guilty Ranking services revise standards risking non-profits' ability to raise donations Detailed analysis of malpractice claims of non-profit engagements 11 questions to assess non-profit risk How a fake charity stole millions Firm quality control requirements Risks of profit incentives in non-profit work 3 ways to be indispensable at a non-profit New survey details risks of being a non-profit board member Broker stole $50 million from non-profits and schools
2/21/2020	2 - 4 p.m.	Online	2 CPE	Add
Non-Profit Update: A&A Risks for Controllers and Auditors (Webinar) (WX13557)Convention and Visitor Bureau CFO pleads guilty Ranking services revise standards risking non-profits' ability to raise donations Detailed analysis of malpractice claims of non-profit engagements 11 questions to assess non-profit risk How a fake charity stole millions Firm quality control requirements Risks of profit incentives in non-profit work 3 ways to be indispensable at a non-profit New survey details risks of being a non-profit board member Broker stole $50 million from non-profits and schools
3/26/2020	12:30 - 2:30 p.m.	Online	2 CPE	Add
Commonly Missed Analytical Procedures (Webinar) (WX13675)These 10 analytical relationships were red flags that the accounting information couldn't be true: Libraries fake management reportsFalse productivityCOGS or Revenue: which one is wrong?Donor drills down to find why charitable programs workMetrics to measure revenueWhat analytical misfire do 8 Texas counties have in common?How many prescriptions can one doctor write?When the sum of the parts doesn't equal the wholeInventory vs. consumptionWhy didn't anyone notice that sales vs supply didn't make sense?
2/28/2020	2 - 4 p.m.	Online	2 CPE	Add
Commonly Missed Analytical Procedures (Webinar) (WX13676)These 10 analytical relationships were red flags that the accounting information couldn't be true: Libraries fake management reportsFalse productivityCOGS or Revenue: which one is wrong?Donor drills down to find why charitable programs workMetrics to measure revenueWhat analytical misfire do 8 Texas counties have in common?How many prescriptions can one doctor write?When the sum of the parts doesn't equal the wholeInventory vs. consumptionWhy didn't anyone notice that sales vs supply didn't make sense?
3/25/2020	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (WSITFC05)Major 2019 tax form changes as they relate to individual taxpayers Key new tax developments as they relate to 2019 and how they impact the 2019 tax forms
2/5/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (WSITFC06)Major 2019 tax form changes as they relate to individual taxpayers Key new tax developments as they relate to 2019 and how they impact the 2019 tax forms
2/19/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (WSITFC07)Major 2019 tax form changes as they relate to individual taxpayers Key new tax developments as they relate to 2019 and how they impact the 2019 tax forms
2/24/2020	9 - 11 a.m.	Online	2 CPE	Add
Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (WSHFEM04)Employment at will -- what this means in a practical sense Implied employment contracts What a prospective employer can ask about, and test for, during employment interviews Federal anti-discrimination rules applicable to hiring and firing *How to fire an employee and not get sued
2/18/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (WSHFEM05)Employment at will -- what this means in a practical sense Implied employment contracts What a prospective employer can ask about, and test for, during employment interviews Federal anti-discrimination rules applicable to hiring and firing *How to fire an employee and not get sued
2/27/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (WSHFEM06)Employment at will -- what this means in a practical sense Implied employment contracts What a prospective employer can ask about, and test for, during employment interviews Federal anti-discrimination rules applicable to hiring and firing *How to fire an employee and not get sued
3/31/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (Webinar) (WSCSSB04)How to determine S Corporation shareholder stock and loan basis The positive and negative basis adjustments S Corporation shareholders make--and the order in which they are made The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses Shareholder loan basis rules
1/27/2020	12 - 2 p.m.	Online	2 CPE	Add
New Surgent's Section 163(j): Business Interest Limitation After TCJA (Webinar) (WSS16308)Which taxpayers are subject to Section 163(j)? The $26 million gross receipts test What is an excepted trade or business? Tax shelters and electing real property businessesWhat is business interest for Section 163(j) purposes?How does Section 163(j) impact pass-through entities?
1/31/2020	12 - 3:30 p.m.	Online	4 CPE	Add
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (WSS75410)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 Allocating the 754 basis adjustment
1/29/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's What Employers Need to Know About Sexual Harassment in the Workplace (Webinar) (WSSEHA06)What is sexual harassment? What kinds of behavior could be considered sexual harassment? Which laws pertain to sexual harassment? Are there different types of sexual harassment? Who can be considered a harasser in the workplace? Can one incident of harassment or offensive behavior constitute sexual harassment? Employers' legal responsibility for third parties who sexually harass employees Remedies for someone suffering sexual harassment
3/4/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's What Employers Need to Know About Sexual Harassment in the Workplace (Webinar) (WSSEHA07)What is sexual harassment? What kinds of behavior could be considered sexual harassment? Which laws pertain to sexual harassment? Are there different types of sexual harassment? Who can be considered a harasser in the workplace? Can one incident of harassment or offensive behavior constitute sexual harassment? Employers' legal responsibility for third parties who sexually harass employees Remedies for someone suffering sexual harassment
3/20/2020	9 - 11 a.m.	Online	2 CPE	Add
Surgent's Monthly Tax Update with Mike Tucker and Jeff Jacobs (Webinar) (WSTUJM20)What's new with regard to tax law changes -- new legislative developments analyzed as soon as they occur Planning implications with respect to new tax developments -- how to take advantage of new tax planning opportunities and strategies IRS rulings, regulations and notices of importance to general tax practitioners, what they are, how they work, and how they can be used to the benefit of clients Case law developments -- what general tax practitioners need to know about new court rulings
1/24/2020	12 - 2 p.m.	Online	2 CPE	Add
New Surgent's Critical Update: The SECURE Act and Other Late 2019 Tax Changes (Webinar) (WSWYNK03)Elimination of the "stretch" IRA for certain IRA and employer plan beneficiaries The 10-year rule for IRA and employer plan required minimum distributions (RMDs) Estate planning and estate tax planning after changes in IRA and employer plan rules Increase in age for RMDs Repeal of maximum age for traditional IRA contributions Changes in multi-employer qualified plans Changes allowing part-time, long-term workers to participate in qualified plans Extender tax provisions that were reenacted Newly enacted income tax provisions Changes related to certain Affordable Care Act provisions *Repeal of parking tax for not-for-profit organizations
2/7/2020	12 - 2 p.m.	Online	2 CPE	Add
New Surgent's Critical Update: The SECURE Act and Other Late 2019 Tax Changes (Webinar) (WSWYNK06)Elimination of the "stretch" IRA for certain IRA and employer plan beneficiaries The 10-year rule for IRA and employer plan required minimum distributions (RMDs) Estate planning and estate tax planning after changes in IRA and employer plan rules Increase in age for RMDs Repeal of maximum age for traditional IRA contributions Changes in multi-employer qualified plans Changes allowing part-time, long-term workers to participate in qualified plans Extender tax provisions that were reenacted Newly enacted income tax provisions Changes related to certain Affordable Care Act provisions *Repeal of parking tax for not-for-profit organizations
1/30/2020	9 - 11 a.m.	Online	2 CPE	Add
New Surgent's Section 199A: Applications and Challenges in 2019 (Webinar) (WSAIG420)Latest guidance issued by the IRS, whether by way of regulations or administrative announcements What happens when the taxpayer owns multiple entities; aggregation rules Calculating qualified business income (QBI) How to identify a specified service trade or business Taxable income limits on specified service trade or businesses Maximizing the 20% deduction for pass-through entities and Schedule Cs What happens if QBI for a given year is negative? Whether a particular tax entity offers a greater Section 199A deduction *Whether the owner of a Schedule E with net rental income can claim the Section 199A deduction
2/4/2020	8 - 11:30 a.m.	Online	4 CPE	Add
New 20ADM: K2's Advanced Excel Data Magic (Hands-On) (20ADM)Challenges associated with formula-based reporting Creating data models in Excel Using Power Query to access and transform data and automate processes Summarizing and reporting data with PivotTables, PivotCharts and Power Pivot *Advanced reporting techniques, including KPIs and fiscal reporting periods
4/20/2020	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
20BIF: K2's Business Intelligence, Featuring Microsoft's Power BI Tools (20BIF)Excel and Excel add-ins to build BI dashboards How to create dynamic and engaging BI dashboards and reports using Power BI How to publish your BI dashboards to others on your team Other options for creating and communicating BI dashboards
4/21/2020	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
20CFT: K2's Case Studies in Fraud and Technology Controls (20CFT)Importance of IT general controls and IT application controls Identifying fraud risk in an organization *Examination of real-world fraud cases to understand how control failures contributed to fraud losses
4/22/2020	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
New K2's Accessing and Cleaning Data with Excel, Power Query and Power BI (Webinar) (WC2ACD05)* Power Query, Power Pivot, and Power BI Content Packs
2/24/2020	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's Advanced Excel (Webinar) (WC2ADE09)Excel workbooks Excel advanced features Link data into Excel from external sources Advanced functions *Data Tables, Subtotals, Slicers, Filters, and PivotTables
1/28/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New K2's Advanced Excel (Webinar) (WC2ADE10)Excel workbooks Excel advanced features Link data into Excel from external sources Advanced functions *Data Tables, Subtotals, Slicers, Filters, and PivotTables
1/28/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Advanced Excel Functions and Formulas (Webinar) (WC2AEF05)Excel's financial functions Excel functions for making conditional calculations INDIRECT to make report assembly easier GETPIVOTDATA
2/28/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Power BI: Advanced Reporting (Webinar) (WC2API05)* Power BI* Power BI Advanced Features* Power BI Desktop, Mobile and Pro
1/31/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New Advanced QuickBooks Tips and Techniques (Webinar) (WC2AQB11)* QuickBooks Statement Writer* QuickBooks Accountants' Copy feature* QuickBooks Client Data Review
3/30/2020	8 - 11:30 a.m.	Online	4 CPE	Add
New Advanced QuickBooks Tips and Techniques (Webinar) (WC2AQB12)* QuickBooks Statement Writer* QuickBooks Accountants' Copy feature* QuickBooks Client Data Review
3/30/2020	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
New K2's Accounting Solutions Shootout for Small and Mid-Sized Businesses (Webinar) (WC2ASM09)* Accounting solutions for Small and mid-sized businesses* Desktop to cloud-based solutions* Third-party add-ins that will provide additional functionality
1/27/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New K2's Accounting Solutions Shootout for Small and Mid-Sized Businesses (Webinar) (WC2ASM10)* Accounting solutions for Small and mid-sized businesses* Desktop to cloud-based solutions* Third-party add-ins that will provide additional functionality
1/27/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
K2's Business Continuity: Best Practices for Managing the Risks (Webinar) (WC2BCO09)* Business Continuity Plan (BCP)* Disaster recovery plans* Data backups
2/19/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
K2's Business Continuity: Best Practices for Managing the Risks (Webinar) (WC2BCO10)* Business Continuity Plan (BCP)* Disaster recovery plans* Data backups
2/19/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Blockchain and Emerging Technologies (Webinar) (WC2BET05)Emerging technology trends such as Blockchain Machine Learning Artificial Intelligence Emerging technology strategies
1/24/2020	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New Budgeting and forecasting tools and Techniques (Webinar) (WC2BFT09)* Excel techniques for interacting with the accounting systems* Data Tables* NPV, IRR, XNPV and XIRR* Budgeting forecasting
2/18/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New Budgeting and forecasting tools and Techniques (Webinar) (WC2BFT10)* Excel techniques for interacting with the accounting systems* Data Tables* NPV, IRR, XNPV and XIRR* Budgeting forecasting
2/18/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Business Intelligence: Featuring Microsoft's Power BI Tools (Webinar) (WC2BIF09)Excel-based BI dashboards BI solutions based wholly on Excel Excel add-ins that might useful in BI applications Dashboards using Power BI
2/20/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New K2's Business Intelligence: Featuring Microsoft's Power BI Tools (Webinar) (WC2BIF10)Excel-based BI dashboards BI solutions based wholly on Excel Excel add-ins that might useful in BI applications Dashboards using Power BI
2/20/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New Cloud Computing (Webinar) (WC2CLC09)Cloud Computing Cloud computing vendors Cloud-based solutions Security and data availability *Storing data in the Cloud
2/21/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New Cloud Computing (Webinar) (WC2CLC10)Cloud Computing Cloud computing vendors Cloud-based solutions Security and data availability *Storing data in the Cloud
2/21/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's CPA Firm Technologies: Helping Your Practice Grow (Webinar) (WC2CPA05)* Firm Efficiency* Productivity Tools* Client and Team Member Experience
1/31/2020	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's Excel's Best New Features (Webinar) (WC2EBN05)* Added features in Excel* Power Query* Collaboration tools
1/30/2020	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's Excel Best Practices (Webinar) (WC2EBP09)* Spreadsheet design* Excel's Table feature* Excel features* Sharing and collaborating with others* Defined Names in Excel* Securing Excel data
3/26/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New K2's Excel Best Practices (Webinar) (WC2EBP10)* Spreadsheet design* Excel's Table feature* Excel features* Sharing and collaborating with others* Defined Names in Excel* Securing Excel data
3/26/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Excel Financial Modeling Best Practices (Webinar) (WC2EFF05)Financial models in Excel Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses Excel's Solver tool Formatting techniques to improve the usefulness of reports
3/23/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New Excel Financial Reporting and Analysis (Webinar) (WC2EFR09)Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports Report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects and working with Excel-based reports saved as PDF documents Excel's default templates and templates for financial reporting and analysis Excel features, such as Sorting, Data Tables, Subtotal, Filters and PivotTables *Consolidating data in Excel
2/26/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New Excel Financial Reporting and Analysis (Webinar) (WC2EFR10)Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports Report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects and working with Excel-based reports saved as PDF documents Excel's default templates and templates for financial reporting and analysis Excel features, such as Sorting, Data Tables, Subtotal, Filters and PivotTables *Consolidating data in Excel
2/26/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Extending the Power of Excel With Useful Add-Ins (Webinar) (WC2EPU05)* Excel Add-ins* Lookup add-in to match inexact data* Benford Analysis* Linear regression using the Analysis ToolPak* Monte Carlo simulation
2/24/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Excel Tables and Data Models: Efficiently Managing, Analyzing & Reporting Your Data (Webinar) (WC2ETD09)* Tables and data models* Power Query* Structured References* Data Analysis Expressions in Data Models* Automatic re-sizing data sources for other objects, including PivotTables and PivotCharts* Power Pivot tools* Slicer filters* Financial reports and data analyses-including PivotTables
3/25/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New K2's Excel Tables and Data Models: Efficiently Managing, Analyzing & Reporting Your Data (Webinar) (WC2ETD10)* Tables and data models* Power Query* Structured References* Data Analysis Expressions in Data Models* Automatic re-sizing data sources for other objects, including PivotTables and PivotCharts* Power Pivot tools* Slicer filters* Financial reports and data analyses-including PivotTables
3/25/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Excel Tips Tricks and Techniques for Accountants (Webinar) (WC2EXL09)* Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special* Formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting* Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency* Formula building tools* Link data across multiple Excel worksheets and workbooks* Excel-based reports
3/27/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New K2's Excel Tips Tricks and Techniques for Accountants (Webinar) (WC2EXL10)* Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special* Formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting* Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency* Formula building tools* Link data across multiple Excel worksheets and workbooks* Excel-based reports
3/27/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New Advanced Excel Reporting: Best Practices, Tools and Techniques (Webinar) (WC2EXR11)* Import data from external databases* Tables and PivotTables* Excel shortcuts for formatting financial reports* Excel templates to improve reporting productivity
3/30/2020	8 - 11:30 a.m.	Online	4 CPE	Add
New Advanced Excel Reporting: Best Practices, Tools and Techniques (Webinar) (WC2EXR12)* Import data from external databases* Tables and PivotTables* Excel shortcuts for formatting financial reports* Excel templates to improve reporting productivity
3/30/2020	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
New K2's Filtering The World: Spam, Virus and Malware Protection (Webinar) (WC2FWS05)Threats to your computer system Protection methods
3/23/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Going Virtual: Technologies to Support Remote Team Members (Webinar) (WC2GVT05)Major Hardware and Software Trends Remote Integrations *Remote Security Risks and Practical Solutions
2/25/2020	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's Improving Communications with Effective Visualizations (Webinar) (WC2ICE05)Effective Visualizations Office Applications *Interactive Visualizations
2/24/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New Implementing Internal Controls in QuickBooks Environments (Webinar) (WC2ICQ09)* Internal controls in QuickBooks environments* Common types of internal controls* QuickBooks-based organization's internal control structure* Internal controls using tools and features found in various editions of QuickBooks
1/29/2020	8 - 11:30 a.m.	Online	4 CPE	Add
New Implementing Internal Controls in QuickBooks Environments (Webinar) (WC2ICQ10)* Internal controls in QuickBooks environments* Common types of internal controls* QuickBooks-based organization's internal control structure* Internal controls using tools and features found in various editions of QuickBooks
1/29/2020	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
Small-Business Internal Control, Security and Fraud Prevention and Detection (Webinar) (WC2ICS09)* Internal control fundamentals* Fraud in America today* General controls and security measures* Desktop tools for preventing and detecting fraud* Internal control opportunities in small-business accounting software
3/19/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
Small-Business Internal Control, Security and Fraud Prevention and Detection (Webinar) (WC2ICS10)* Internal control fundamentals* Fraud in America today* General controls and security measures* Desktop tools for preventing and detecting fraud* Internal control opportunities in small-business accounting software
3/19/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Microsoft office 365 All the Things You Need to Know (Webinar) (WC2MOS09)* Office 365* Office 365 Applications* Teams and Skype for Business
3/18/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New K2's Microsoft office 365 All the Things You Need to Know (Webinar) (WC2MOS10)* Office 365* Office 365 Applications* Teams and Skype for Business
3/18/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's The Best of the Best: Office Productivity Boosters (Webinar) (WC2OPB05)* Collaboration Tools* Microsoft Office Efficiency Tools* Applications used to Improve Productivity
2/25/2020	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's PDF tools for Productivity (Webinar) (WC2PDF05)* Adobe Acrobat* Data Security* PDF Document Management
1/24/2020	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's Implementing Password Management and Data Loss Prevention Tools for Better Security (Webinar) (WC2PID05)Data Loss Prevention Strategy Password Management *Authentication Controls
3/23/2020	11 a.m. - 12:40 p.m.	Online	2 CPE	Add
New K2's Paperless office (Webinar) (WC2PPO09)* Document Management, Records Management and Business Process Management* Paperless environment* Records Retention Policy* Electronic File Cabinet solutions and Document Management solutions* Scanners, storage, memory, operating systems and network considerations* Data backup, disaster recovery
3/24/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New K2's Paperless office (Webinar) (WC2PPO10)* Document Management, Records Management and Business Process Management* Paperless environment* Records Retention Policy* Electronic File Cabinet solutions and Document Management solutions* Scanners, storage, memory, operating systems and network considerations* Data backup, disaster recovery
3/24/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Personal Privacy (Webinar) (WC2PPR05)* Personal Information Collected and Stored by others* Online Privacy* Cybercriminals
1/24/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Excel Power Query: 10 Things You Need to Know (Webinar) (WC2PQT05)* Excel Power Query Tool* Access, Link and Clean Data* Reporting functions
1/31/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New QuickBooks for Accountants (Webinar) (WC2QBP09)* QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures* Client data files in QuickBooks including converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges, and establishing preferences* QuickBooks Lists, including entering and editing list data, techniques for managing lists, and importing and exporting list data* Exporting reports to Excel* QuickBooks tools to enhance management control, including budgeting and forecasting, depreciating fixed assets, and tracking loans and notes payable
3/20/2020	7 a.m. - 2:30 p.m.	Online	8 CPE	Add
New QuickBooks for Accountants (Webinar) (WC2QBP10)* QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures* Client data files in QuickBooks including converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges, and establishing preferences* QuickBooks Lists, including entering and editing list data, techniques for managing lists, and importing and exporting list data* Exporting reports to Excel* QuickBooks tools to enhance management control, including budgeting and forecasting, depreciating fixed assets, and tracking loans and notes payable
3/20/2020	8 a.m. - 3:30 p.m.	Online	8 CPE	Add
New K2's Small Business Cloud Accounting Shootout (Webinar) (WC2SBC05)Cloud-based Accounting Software Reporting Attributes *Pricing Cloud-based Software
1/24/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New Securing Your Data (Webinar) (WC2SEC09)* Security risks in your organization* Protect sensitive data* PC security* Security procedures
1/29/2020	8 - 11:30 a.m.	Online	4 CPE	Add
New Securing Your Data (Webinar) (WC2SEC10)* Security risks in your organization* Protect sensitive data* PC security* Security procedures
1/29/2020	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
New K2's Data Analysis With Power Pivot (Webinar) (WC2SPG05)* PivotTables* Power Pivot* Data Models, Data Analysis Expressions and Key Performance Indicators
2/28/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's A Scary Ride Through the Dark Web (Webinar) (WC2SRT05)* Dark and deep web* Secure connections* Useful sites on the Dark Web
2/25/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Sales Tax Compliance in a Post-Wayfair World (Webinar) (WC2STC05)* Wayfair Decision* Sales Tax Compliance* Sales Tax Software Tools
1/30/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Testing and Auditing Excel Workbooks (Webinar) (WC2TAW09)Testing and auditing Excel workbooks Common spreadsheet errors *Excel Add-ins to identify spreadsheet errors
2/27/2020	8 - 11:30 a.m.	Online	4 CPE	Add
New K2's Testing and Auditing Excel Workbooks (Webinar) (WC2TAW10)Testing and auditing Excel workbooks Common spreadsheet errors *Excel Add-ins to identify spreadsheet errors
2/27/2020	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
New K2's Mastering The Excel Data Model (Webinar) (WC2TDM05)* Excel Data Model* Data Model as a PivotTable data source* PivotTables from data stored in multiple related Tables* Relating Tables in Excel 2013 and 2016* External data sources
2/28/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New K2's Top PDF Features You Should Know (Webinar) (WC2TPF09)* PDF documents-including applying bookmarks-to meet specific needs* PDF forms and automate the process of collecting and summarizing form response data* Secure PDF documents and facilitate electronic approvals and signatures* PDF documents to Word and Excel files
2/27/2020	8 - 11:30 a.m.	Online	4 CPE	Add
New K2's Top PDF Features You Should Know (Webinar) (WC2TPF10)* PDF documents-including applying bookmarks-to meet specific needs* PDF forms and automate the process of collecting and summarizing form response data* Secure PDF documents and facilitate electronic approvals and signatures* PDF documents to Word and Excel files
2/27/2020	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
New K2's Tales of True Tech Crimes: Ripped From the Headlines (Webinar) (WC2TRH05)* Security Incidents* Two-factor authentication and one-factor authentication* Home-grade computer hardware and business and enterprise grade hardware and applications
1/30/2020	1 - 2:40 p.m.	Online	2 CPE	Add
New The Cannabis Industry: Business & Intellectual Appraisal (Webinar) (WX12031)The course will cover reporting on appraisal matters, finding and screening appraisers and professional standards. Costs and timelines for appraisal projects will be covered.The content will provide an overview of the cannabis industry and unique issues that confront valuators in this industry. Attendees will be provided a discount on The Cannabis Industry Accounting and Appraisal Guide, published in July 2018 by the course instructor. This book includes 220 pages of information for owners, operators, investors and advisors in the cannabis industry on IRC 280E, cannabis industry bookkeeping, risk assessment, landmark case law and appraisal matters.
2/6/2020	9 - 11 a.m.	Online	2 CPE	Add
New The Cannabis Industry: Business & Intellectual Appraisal (Webinar) (WX12032)The course will cover reporting on appraisal matters, finding and screening appraisers and professional standards. Costs and timelines for appraisal projects will be covered.The content will provide an overview of the cannabis industry and unique issues that confront valuators in this industry. Attendees will be provided a discount on The Cannabis Industry Accounting and Appraisal Guide, published in July 2018 by the course instructor. This book includes 220 pages of information for owners, operators, investors and advisors in the cannabis industry on IRC 280E, cannabis industry bookkeeping, risk assessment, landmark case law and appraisal matters.
3/9/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
New The Cannabis Industry: Lessons Learned from Colorado (Webinar) (WX12046)*This two hour module will provide details on cannabis industry accounting nuances and challenges, income taxation strategies, choice of entity considerations and differences in license types. The content will also provide an in depth discussion of how cannabis enterprises and related intellectual property are valued.
2/24/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
New The Cannabis Industry: Lessons Learned from Colorado (Webinar) (WX12047)*This two hour module will provide details on cannabis industry accounting nuances and challenges, income taxation strategies, choice of entity considerations and differences in license types. The content will also provide an in depth discussion of how cannabis enterprises and related intellectual property are valued.
3/30/2020	12 - 2 p.m.	Online	2 CPE	Add
New Reasonable Compensation for Management, Tax and Appraisal (Webinar) (WX12059)The content will cover landmark US Tax Court case law, as well as case law from dissolution of marriage cases. The multi-factor test and independent investor test will be explored in detail with examples of how each test is employed in practice.
1/28/2020	12 - 2 p.m.	Online	2 CPE	Add
New Reasonable Compensation for Management, Tax and Appraisal (Webinar) (WX12060)The content will cover landmark US Tax Court case law, as well as case law from dissolution of marriage cases. The multi-factor test and independent investor test will be explored in detail with examples of how each test is employed in practice.
2/24/2020	1 - 3 p.m.	Online	2 CPE	Add
New Reasonable Compensation for Management, Tax and Appraisal (Webinar) (WX12061)The content will cover landmark US Tax Court case law, as well as case law from dissolution of marriage cases. The multi-factor test and independent investor test will be explored in detail with examples of how each test is employed in practice.
3/27/2020	9 - 11 a.m.	Online	2 CPE	Add
Surgent's Looking Ahead: Predicting Future Financial Issues and Their Impact on Accountants in Industry (Webinar) (WSFFFE12)The future of medical care in the United States and impact on your employees and your costs Future of Social Security and impact on retirement planning and employee retention Impact on financial executive if the dollar is no longer the world currency "Fate of the States" -- will the location of your business make you less competitive? Future of workmen's compensation Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure Impact of continuing uncertainty in markets
3/16/2020	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Industry Accountant Toolkit (Webinar) (WSIATK11)Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
3/23/2020	8 a.m. - 4 p.m.	Online	8 CPE	Add
What Does Fraud Look Like? (Webinar) (WA254239)Auditing Fraud
1/24/2020	7 - 9 a.m.	Online	2 CPE	Add
What Does Fraud Look Like? (Webinar) (WA254240)Auditing Fraud
2/10/2020	9 - 11 a.m.	Online	2 CPE	Add
What Does Fraud Look Like? (Webinar) (WA254241)Auditing Fraud
3/3/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
What Does Fraud Look Like? (Webinar) (WA254242)Auditing Fraud
3/25/2020	1 - 3 p.m.	Online	2 CPE	Add
Auditing for Fraud (Webinar) (WA255145)Auditing Fraud
1/24/2020	9 - 11 a.m.	Online	2 CPE	Add
Auditing for Fraud (Webinar) (WA255146)Auditing Fraud
2/10/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
Auditing for Fraud (Webinar) (WA255147)Auditing Fraud
3/3/2020	1 - 3 p.m.	Online	2 CPE	Add
Auditing for Fraud (Webinar) (WA255148)Auditing Fraud
3/25/2020	3 - 5 p.m.	Online	2 CPE	Add
Walk'n, Talk'n, Look'n, and Listen'n or Things That Most Auditors Don't Do Well (Webinar) (WA256753)Auditing Fraud
1/24/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
Walk'n, Talk'n, Look'n, and Listen'n or Things That Most Auditors Don't Do Well (Webinar) (WA256754)Auditing Fraud
2/10/2020	1 - 3 p.m.	Online	2 CPE	Add
Walk'n, Talk'n, Look'n, and Listen'n or Things That Most Auditors Don't Do Well (Webinar) (WA256755)Auditing Fraud
3/3/2020	3 - 5 p.m.	Online	2 CPE	Add
Walk'n, Talk'n, Look'n, and Listen'n or Things That Most Auditors Don't Do Well (Webinar) (WA256756)Auditing Fraud
3/25/2020	7 - 9 a.m.	Online	2 CPE	Add
Why Auditors Fail To Detect Fraud (Webinar) (WA258913)Auditing Fraud
1/24/2020	3 - 5 p.m.	Online	2 CPE	Add
Why Auditors Fail To Detect Fraud (Webinar) (WA258914)Auditing Fraud
2/10/2020	7 - 9 a.m.	Online	2 CPE	Add
Why Auditors Fail To Detect Fraud (Webinar) (WA258915)Auditing Fraud
3/3/2020	9 - 11 a.m.	Online	2 CPE	Add
Why Auditors Fail To Detect Fraud (Webinar) (WA258916)Auditing Fraud
3/25/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
SAS 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (WA259822)Auditing Fraud
2/11/2020	7 - 9 a.m.	Online	2 CPE	Add
SAS 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (WA259823)Auditing Fraud
3/4/2020	9 - 11 a.m.	Online	2 CPE	Add
SAS 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (WA259824)Auditing Fraud
3/26/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
Preventing Small Business Fraud (Webinar) (WA260820)Auditing Fraud
2/12/2020	7 - 10 a.m.	Online	3 CPE	Add
Preventing Small Business Fraud (Webinar) (WA260821)Auditing Fraud
3/5/2020	1 - 4 p.m.	Online	3 CPE	Add
Preventing Small Business Fraud (Webinar) (WA260822)Auditing Fraud
3/27/2020	8 - 11 a.m.	Online	3 CPE	Add
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risk of Material Misstatement (Webinar) (WA261721)Auditing Fraud
2/12/2020	11 a.m. - 2 p.m.	Online	3 CPE	Add
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risk of Material Misstatement (Webinar) (WA261722)Auditing Fraud
3/5/2020	9 a.m. - 12 p.m.	Online	3 CPE	Add
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risk of Material Misstatement (Webinar) (WA261723)Auditing Fraud
3/27/2020	12 - 3 p.m.	Online	3 CPE	Add
Asset Misappropriation- Let Me Count the Ways? (Webinar) (WA262634)Auditing Fraud
2/11/2020	9 - 11 a.m.	Online	2 CPE	Add
Asset Misappropriation- Let Me Count the Ways? (Webinar) (WA262635)Auditing Fraud
3/4/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
Asset Misappropriation- Let Me Count the Ways? (Webinar) (WA262636)Auditing Fraud
3/26/2020	2 - 4 p.m.	Online	2 CPE	Add
Measuring Audit Risks (Webinar) (WA263745)Auditing Fraud
2/11/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
Measuring Audit Risks (Webinar) (WA263746)Auditing Fraud
3/4/2020	1 - 3 p.m.	Online	2 CPE	Add
Measuring Audit Risks (Webinar) (WA263747)Auditing Fraud
3/26/2020	8 - 10 a.m.	Online	2 CPE	Add
Inventory, Expense & Payroll Fraud (Webinar) (WA264647)Auditing Fraud
2/11/2020	1 - 3 p.m.	Online	2 CPE	Add
Inventory, Expense & Payroll Fraud (Webinar) (WA264648)Auditing Fraud
3/4/2020	3 - 5 p.m.	Online	2 CPE	Add
Inventory, Expense & Payroll Fraud (Webinar) (WA264649)Auditing Fraud
3/26/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
20CBU: Minnesota Community Bank Update (20CBU)Banking trends for Minnesota and the region Community bank hot topics Financial Accounting Standards Board (FASB) accounting standards update (ASU) on current expected credits losses (CECL) FASB ASU on goodwill Regulatory accounting update Mergers and acquisitions *Recognition and measurement
4/22/2020	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (WSF70605)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
1/24/2020	9 - 11 a.m.	Online	2 CPE	Add
Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (WSF70606)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
2/7/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (WSF70905)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
1/31/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (WSFM4106)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
1/30/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (WSFM4107)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
2/5/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (WSFM4108)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
2/13/2020	12 - 2 p.m.	Online	2 CPE	Add
Surgent's What CPAs Should Know About Trust Instruments (Webinar) (WSTRIT08)Legal definitions and principals involving estates and 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
1/28/2020	9 - 11 a.m.	Online	2 CPE	Add
Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior (Webinar) (WCSHEB02)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?
1/30/2020	2:30 - 6 p.m.	Online	4 CPE	Add
Replacing The Annual PerFormance Appraisal Ritual (Webinar) (WCRAPA02)* Annual performance appraisal replacements* Key predictive indicators* Innovative compensation plans* Implementing Peter Drucker's Orchestra* Secrets of the gifted boss* A better idea than classifying people as Gen X, Y or Z
1/30/2020	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Everyday Ethics: Doing Well by Doing Good (Webinar) (WCFERB04)* AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230* Implications of the Sarbanes-Oxley Act of 2002* Recent, relevant cases on accounting profession ethics and professional responsibility* Areas the partner should pay particular attention to* What it means to be a profession and a professional* Ethical frameworks
2/6/2020	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Everyday Ethics: Doing Well by Doing Good (Webinar) (WCFERB05)* AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230* Implications of the Sarbanes-Oxley Act of 2002* Recent, relevant cases on accounting profession ethics and professional responsibility* Areas the partner should pay particular attention to* What it means to be a profession and a professional* Ethical frameworks
3/11/2020	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Surgent's Advanced Technical Tax Forms Training: LLCs, S Corporations and Partnerships (Webinar) (WSATFB08)Advanced technical practice and reporting issues for all entities -- Why are manhole covers round? Taking initiative in difficult assignments, can you deliver the QBI message? Full coverage of Section 199A qualified business income, its calculation, limitations, and examples as applied to partnerships, LLCs, and S Corporations How much has the cost of operating as a C Corporation gone down? What's next at DOL, coupled with the grammar police IRS battles against blind basis What is terminating S Corporations today? A proposed new tax form for S Corp basis, designed to be attached to individual returns Can I amend prior returns to correct an impermissible accounting method? Depreciation schedules are becoming shorter due to tax-friendly safe harbors How Section 179 limitations affect basis in partnership, LLC, and S Corporations 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 and curative allocation methods Capital account adjustments with admission of new member/partner Special allocation issues of Section 704, including economic effect, the "dumb-but-lucky" rule, and substantiality Social Security Issues -- CBO's proposals geared for commencement in the next decade Special allocations (allocating a taxable gain that has a book loss) Review of final regulations on S Corporation "open debt" Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses Taxable distribution in excess of basis and reporting issues to shareholders Battling employee vs. independent contractor questions and the Voluntary Classification Settlement Program (VCSP) Pernicious precedents in payroll penalties; enforcement activities are hot *Final regulations for allocating depreciation recapture to partners and members of LLCs
1/29/2020	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Advanced Technical Tax Forms Training: Form 1040 Issues (Webinar) (WSATFI07)What's NEW for this year -- Aimed at higher level staff issues and planning Taking initiative in difficult assignments, can you deliver the QBI message? Full coverage of Section 199A qualified business income, its calculation, limitations, and examples How much has the cost of operating as a C Corporation gone down; enough to switch entity choice? Does aggregating Passive Activities also aggregate "At-Risk"? Advanced practice, basis, reporting, and gift issues intertwined with advanced planning and discussion ideas Remember the Alamo -- The IRS Future State Initiative, how will clients (and practitioners) interact with IRS in the future? Why the "Light Brigade" failed - Discuss a proposal for a yet to be developed new tax form, which calculates S Corp basis, designed to be attached to individual returns Malodorous Form 8867, changes again this year! 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 and tax basis of reacquired property Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties Form 6251 -- Detailed case study and discussion on the adjustments and preferences associated with alternative minimum tax, including discussion of proper treatment of incentive stock options
1/27/2020	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms (Webinar) (WS104107)Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses Proper W-2 preparation and procedures in the year of death Taxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of simple trusts Fluctuating trusts -- Simple one year, complex the next Dividing income in the year of death Overview of Subchapter J Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1 Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms
2/6/2020	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (WSTFBC07)Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S Corporation Gain a comprehensive understanding of income tax laws for S Corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issues Recognize and properly handle special pass-through items of income and expense Accurately prepare S Corporation returns and reconcile book income to taxable income Accurately prepare partnership returns and reconcile book income to taxable income Properly handle the tax treatment of distributions to shareholders, partners, or members Understand the special restrictions and sanctions for tax year end selection Review the basics of partnership and LLC formation and basis calculation Self-employment tax or NOT, for each entity Filling in K-1s correctly for S Corporations, partnerships, and LLCs How the Affordable Care Act affects tax returns The most frequently used forms and schedules, including some form "oddities"
1/28/2020	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (WSTFBC08)Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S Corporation Gain a comprehensive understanding of income tax laws for S Corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issues Recognize and properly handle special pass-through items of income and expense Accurately prepare S Corporation returns and reconcile book income to taxable income Accurately prepare partnership returns and reconcile book income to taxable income Properly handle the tax treatment of distributions to shareholders, partners, or members Understand the special restrictions and sanctions for tax year end selection Review the basics of partnership and LLC formation and basis calculation Self-employment tax or NOT, for each entity Filling in K-1s correctly for S Corporations, partnerships, and LLCs How the Affordable Care Act affects tax returns The most frequently used forms and schedules, including some form "oddities"
1/30/2020	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (WSTFBC09)Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S Corporation Gain a comprehensive understanding of income tax laws for S Corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issues Recognize and properly handle special pass-through items of income and expense Accurately prepare S Corporation returns and reconcile book income to taxable income Accurately prepare partnership returns and reconcile book income to taxable income Properly handle the tax treatment of distributions to shareholders, partners, or members Understand the special restrictions and sanctions for tax year end selection Review the basics of partnership and LLC formation and basis calculation Self-employment tax or NOT, for each entity Filling in K-1s correctly for S Corporations, partnerships, and LLCs How the Affordable Care Act affects tax returns The most frequently used forms and schedules, including some form "oddities"
2/13/2020	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (WSPITR06)Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Section 199A qualified business income, its calculation, limitations, and examples Malodorous Form 8867 -- Changes again this year! 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
1/31/2020	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (WSPITR07)Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Section 199A qualified business income, its calculation, limitations, and examples Malodorous Form 8867 -- Changes again this year! 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
2/5/2020	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (WSERTW08)Review an error-prone "staff-prepared" Form 1040 from client-provided information What are common errors preparers make and what are the areas generating malpractice claims? 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 Problem clients: unsubstantiated deductions? Multiple checklists of efficient procedures to identify potential issues on a 1040 return The importance of engagement letters, questionnaires, and Section 7216 permission statements Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients
2/3/2020	8 a.m. - 4 p.m.	Online	8 CPE	Add
New Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (WSNFF407)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
1/24/2020	12:30 - 4 p.m.	Online	4 CPE	Add
New Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (WSNFF408)A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot, hidden, or miscellaneous developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
2/4/2020	12:30 - 4 p.m.	Online	4 CPE	Add
New Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (WSNFF409)A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot, hidden, or miscellaneous developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
2/10/2020	12:30 - 4 p.m.	Online	4 CPE	Add
New Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (WSNFF410)A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot, hidden, or miscellaneous developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
2/24/2020	12:30 - 4 p.m.	Online	4 CPE	Add
New 20CYBER4: Cybersecurity and Privacy: Regulatory and Reporting Issues for CPAs (20CYBER4)Data security and breaches -- lessons of experience How cyberthreats are evolving for small businesses Accounting standards for reporting and disclosing breaches U.S. regulatory responses to data breaches Key privacy issues for CFOs Regulating privacy -- General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA) and other frameworks that impact your customer data AICPA's cyberassurance framework -- what is a cybersecurity audit? Cybersecurity insurance -- what does it cover and who needs it?
4/29/2020	8:30 a.m. - 12 p.m.	Bloomington, MN	4 CPE	Add
New 20EUBI4: Ethics Update for CPAs in Business and Industry (20EUBI4)Fast-paced overview of ethics standards promulgated by the AICPA and state societies as they apply to CPAs working in the business world The connections between ethics principles, formal rules and the profession's public responsibility Ethical dimensions of the responsibilities CPAs have when preparing financial statements AICPA's ethics guidelines for resolving issues affecting corporate CPAs *Evolving issues and recent revisions to the ethics code
4/29/2020	1 - 4:30 p.m.	Bloomington, MN	4 CPE / 4 Ethics	Add
New 20PAAA: Accounting and Auditing Current Developments (20PAAA)Economics, business and reporting risk in today's economy Revenue recognition standard Cybersecurity -- compliance and reporting issues Recent accounting standards, cash flow, not-for-profits and financial instruments Financial reporting consequences of the Tax Cuts and Jobs Act (TCJA) tax reform legislation Recent pronouncements from the Financial Accounting Standards Board (FASB) FASB's simplification projects Statement on Standards for Accounting and Review Services (SSARS) 21 -- preparation, compilation and review update Auditing Standards Board (ASB) standards updates Impact of deregulation on compliance and reporting
4/30/2020	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Audit Methodologies and Documentation (Webinar) (WX13722)Yellow Book standards for evidence and documentationEvaluating the strength of audit methodologiesCreating complete and compliance audit documentationResulting audit findings
1/24/2020	1 - 3 p.m.	Online	2 CPE	Add
Audit Methodologies and Documentation (Webinar) (WX13723)Yellow Book standards for evidence and documentationEvaluating the strength of audit methodologiesCreating complete and compliance audit documentationResulting audit findings
2/17/2020	1 - 3 p.m.	Online	2 CPE	Add
Audit Methodologies and Documentation (Webinar) (WX13724)Yellow Book standards for evidence and documentationEvaluating the strength of audit methodologiesCreating complete and compliance audit documentationResulting audit findings
3/5/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
5 Elements of a Finding (Webinar) (WX13734)*This course is centered on the five elements of a finding as required by the GAO's Yellow Book and the IIA.
1/29/2020	2 - 4 p.m.	Online	2 CPE	Add
5 Elements of a Finding (Webinar) (WX13735)*This course is centered on the five elements of a finding as required by the GAO's Yellow Book and the IIA.
2/13/2020	9 - 11 a.m.	Online	2 CPE	Add
5 Elements of a Finding (Webinar) (WX13736)*This course is centered on the five elements of a finding as required by the GAO's Yellow Book and the IIA.
3/2/2020	1 - 3 p.m.	Online	2 CPE	Add
The GAO's Green Book: Internal Controls (Webinar) (WX13747)Purpose of the Green BookOverview of contentsMaturity scale for internal controlsApplication of the five elements of internal control to a case study
2/3/2020	2 - 4 p.m.	Online	2 CPE	Add
The GAO's Green Book: Internal Controls (Webinar) (WX13748)Purpose of the Green BookOverview of contentsMaturity scale for internal controlsApplication of the five elements of internal control to a case study
3/4/2020	1 - 3 p.m.	Online	2 CPE	Add
What You Need to Know to Audit Government Programs (Webinar) (WX13759)Uniform Grant GuidanceSignificant GAO standards - the yellow book and the green bookSingle audit requirementsGrant terms and resources*Five elements of a finding
2/5/2020	2 - 4 p.m.	Online	2 CPE	Add
What You Need to Know to Audit Government Programs (Webinar) (WX13760)Uniform Grant GuidanceSignificant GAO standards - the yellow book and the green bookSingle audit requirementsGrant terms and resources*Five elements of a finding
3/2/2020	8:30 - 10:30 a.m.	Online	2 CPE	Add
Performance Auditing Essentials (Webinar) (WX13771)Why conduct a performance auditHow a performance audit differs from other auditsStandards applicable to performance auditsThe audit trifectaSteps of conducting a performance auditContents of a performance audit report including conclusions and findings*Common flaws and hang-ups in performance auditing and how to resolve them
2/11/2020	8:30 - 10:30 a.m.	Online	2 CPE	Add
Performance Auditing Essentials (Webinar) (WX13772)Why conduct a performance auditHow a performance audit differs from other auditsStandards applicable to performance auditsThe audit trifectaSteps of conducting a performance auditContents of a performance audit report including conclusions and findings*Common flaws and hang-ups in performance auditing and how to resolve them
3/11/2020	1 - 3 p.m.	Online	2 CPE	Add
Presentation Skills for Accountants and Auditors (Webinar) (WX13783)How to connect with your audienceWhat to do when the unexpected happensHow to use your natural resources to enhance your messageHow to narrow your message for maximum impact*What to avoid in a PowerPoint presentation
2/18/2020	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
Presentation Skills for Accountants and Auditors (Webinar) (WX13784)How to connect with your audienceWhat to do when the unexpected happensHow to use your natural resources to enhance your messageHow to narrow your message for maximum impact*What to avoid in a PowerPoint presentation
3/4/2020	10 a.m. - 12 p.m.	Online	2 CPE	Add
Single Audit Primer and Update (Webinar) (WX13795)In this course, we will cover the essential differences between OMB Circular A-133 and the new Uniform Grant Guidance as well as the differences between a financial audit and a Single Audit.
2/5/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
Single Audit Primer and Update (Webinar) (WX13796)In this course, we will cover the essential differences between OMB Circular A-133 and the new Uniform Grant Guidance as well as the differences between a financial audit and a Single Audit.
3/23/2020	8:30 - 10:30 a.m.	Online	2 CPE	Add
Yellow Book Standards for CPAs in Public Practice (Webinar) (WX13807)Requirements of the Yellow Book applicable to financial audits and the single auditUnique requirements of the GAO's Yellow Book that go beyond AICPA standards
2/11/2020	12 - 2 p.m.	Online	2 CPE	Add
Yellow Book Standards for CPAs in Public Practice (Webinar) (WX13808)Requirements of the Yellow Book applicable to financial audits and the single auditUnique requirements of the GAO's Yellow Book that go beyond AICPA standards
3/23/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
Yellow Book Standards for Performance Auditors (Webinar) (WX13819)Requirements of Yellow Book which are applicable to performance auditsUnique requirements of the GAO's Yellow Book
2/18/2020	2 - 4 p.m.	Online	2 CPE	Add
Yellow Book Standards for Performance Auditors (Webinar) (WX13820)Requirements of Yellow Book which are applicable to performance auditsUnique requirements of the GAO's Yellow Book
3/11/2020	11 a.m. - 1 p.m.	Online	2 CPE	Add
ACPEN Signature: 2019 Accounting & Auditing Update (Webinar) (WA210912)FASB Statements and InterpretationsStatements on Auditing Standards*Audit Guides
1/30/2020	9 a.m. - 5 p.m.	Online	8 CPE / 2 Ethics	Add
ACPEN Signature: 2019 Accounting & Auditing Update (Webinar) (WA210913)FASB Statements and InterpretationsStatements on Auditing Standards*Audit Guides
1/30/2020	1 - 9 p.m.	Online	8 CPE / 2 Ethics	Add
Managing People: Conquering the Soft Side of Your Job (Webinar) (WA248735)Why culture is everything Lead by example Inspire your people Create a collaborative environment Develop your team's skills Interviewing tips *Providing effective feedback
2/7/2020	9 - 11 a.m.	Online	2 CPE	Add
19TCFO: The Tactical CFO: Make Your Business Processes Work for You (19TCFO)Methods to reduce the financial planning effort (and the politics of the planning process) Ways to make your numbers more useful How to make your software work for you Tips to prevent errors before they occur How you can "run the numbers" on nonfinancial data Ways to expand your tools beyond Excel How to use your analysis skills to transform your business Tips for creating what customers want and designing efficient processes *Best practices for leading an effective team
3/24/2020	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
19SCFO: The Strategic CFO: Big-Picture Skills (19SCFO)Your company's competitive advantage Your strategy -- how to map it, tie it to performance metrics and execute it Where and how to get the money your company needs How to set your cash management policy and prevent surprises How to identify possible risks, evaluate consequences and prepare for the unexpected Why your board's "knowing nods" may be a bad sign *Tips for providing financial education to your stakeholders and telling your company's story
3/23/2020	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
The Virtual CFO Series: Working With People (February 7th, 2020 Start Date) (Webinar) (WA249472)Behavioral Ethics Business Management & Organization
2/7/2020	9 - 11 a.m.	Online	8 CPE / 2 Ethics	Add
The CFO's Role in Developing Competitive Advantage (Webinar) (WA251509)* Identify a source of competitive advantage * Map your strategy * Tie your strategy to performance metrics * Execute your strategy
3/13/2020	9 - 11 a.m.	Online	2 CPE	Add
New Communicating Financial Information to Non-Accountants (Webinar) (WX14302)The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphically
1/29/2020	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
New Communicating Financial Information to Non-Accountants (Webinar) (WX14303)The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphically
2/19/2020	12:30 - 2:30 p.m.	Online	2 CPE	Add
New Communicating Financial Information to Non-Accountants (Webinar) (WX14304)The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphically
3/16/2020	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
New Critical Thinking for Financial Professionals (Webinar) (WX14310)Two Systems of Thinking: System 1; System 2 How cognitive bias can cause you to make bad decisions: Anchoring; Availability; The Dunning-Kruger Effect; The Ikea Effect; The Rhyme as Reason Effect; Substitution *6 Tips for making better decisions
2/10/2020	8 - 9 a.m.	Online	1 CPE	Add
New Critical Thinking for Financial Professionals (Webinar) (WX14311)Two Systems of Thinking: System 1; System 2 How cognitive bias can cause you to make bad decisions: Anchoring; Availability; The Dunning-Kruger Effect; The Ikea Effect; The Rhyme as Reason Effect; Substitution *6 Tips for making better decisions
3/17/2020	8 - 9 a.m.	Online	1 CPE	Add
New Shorten Month-End: Closing Best Practices (Webinar) (WX14318)Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systems headaches that slow you downWork through examples of close cycle time killers and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly
1/27/2020	8:30 a.m. - 12:30 p.m.	Online	4 CPE	Add
New Shorten Month-End: Closing Best Practices (Webinar) (WX14319)Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systems headaches that slow you downWork through examples of close cycle time killers and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly
2/11/2020	9 a.m. - 1 p.m.	Online	4 CPE	Add
New Shorten Month-End: Closing Best Practices (Webinar) (WX14320)Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systems headaches that slow you downWork through examples of close cycle time killers and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly
3/23/2020	9 a.m. - 1 p.m.	Online	4 CPE	Add
New Avoiding Death by PowerPoint: Creating Better Presentations (Webinar) (WX14213)Choosing a PowerPoint templateSet up the presentation templateUsing PowerPoints' less obvious capabilitiesTell a storyHow to beginLess is moreMake your presentation visually appealingCropping and aligning objectsResourcesCreating voiced presentations*Getting the details right
1/29/2020	4 - 5 p.m.	Online	1 CPE	Add
New Avoiding Death by PowerPoint: Creating Better Presentations (Webinar) (WX14214)Choosing a PowerPoint templateSet up the presentation templateUsing PowerPoints' less obvious capabilitiesTell a storyHow to beginLess is moreMake your presentation visually appealingCropping and aligning objectsResourcesCreating voiced presentations*Getting the details right
2/25/2020	8 - 9 a.m.	Online	1 CPE	Add
New Avoiding Death by PowerPoint: Creating Better Presentations (Webinar) (WX14215)*Choosing a PowerPoin

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