| New 21WS-1423: Surgent's The Accountant as the Expert Witness (Webinar) (21WS-1423)*Becoming qualified as an expert witness *Best practices for testifying at trial *Understanding the different roles accountants can play in litigation *Working with attorneys to prepare and present a case at trial *The role of experts in commercial versus personal injury litigation *Confidentiality orders *Compensation for expert witnesses *Preparing for and attending depositions *Daubert challenges to experts *Expert reports *The role of experts in antitrust, securities litigation, and professional liability cases *Credibility as a witness |
| 4/30/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WS-1230: Surgent's Accounting Chaotics: Managing Organizational Change and Stress in a Turbulent Work Environment (Webinar) (20WS-1230)*Learn the power of flexibility and adaptability *Manage daily changes and stressors *Avoid burnout and achieve work-life balance |
| 1/21/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WS-1262: Surgent's Progressive Discipline and Termination (Webinar) (20WS-1262)*Defining progressive discipline, including typical steps in any progressive discipline process *The importance of a fair disciplinary process *When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination *Documentation best practices *Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation *Avoiding key risks in the termination process *Best practices for legally compliant termination procedures |
| 2/2/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WS-1352: Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (20WS-1352)*Creating a data model/Power Pivot *Building PivotTables from multiple tables *Creating Measures *Using named sets |
| 3/18/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1249: Surgent's Annual Accounting and Auditing Update (Webinar) (20WS-1249)*Private company standard setting activities *Recently issued FASB Accounting Standards Updates *Leases -- Topic 842 *Impairment -- Topic 326 *Lessons learned from the adoption of Topic 606 *Other items on the FASB's Technical Agenda *Recently issued SASs and other AICPA and PCAOB activity *SSARS No. 21, Clarification and Recodification and other recently issued and proposed SSARS *Peer review and other audit quality issues *Other important AandA practice matters |
| 1/28/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1272: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (20WS-1272)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services *SSARS No. 22, Compilation of Pro Forma Financial Information *SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 *Proposed changes to the SSARS *Sample comprehensive engagement work programs for preparation, compilation and review engagements *Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations *Other communication requirements, such as sample engagement letters and management representation letters |
| 2/5/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1370: Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (20WS-1370)*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 |
| 3/31/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WS-1330: Surgent's Accountability: Stop the Blame Game (Webinar) (20WS-1330)*Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results *Designing and using clear agreements that provide clarity *Skills for holding yourself and others accountable for results, no matter what *Knowing where you are in the accountability game... what you do/don't do well |
| 3/8/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| 20WS-1241: Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (20WS-1241)*Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips *Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates *Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding *Statutory employees, independent contractors, and possible changes to Section 530 relief *Penalties -- Who is a responsible person? *Expenses and gross-up calculations *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 *Understanding payroll tax responsibilities in the gig economy |
| 1/25/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1333: Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (20WS-1333)*Learn how to properly plan your benefit plan audit engagement and develop an audit strategy while improving overall efficiency *Find out how to avoid common pitfalls in planning and detailed audit procedures *Annual update of the changes affecting 401(k) plans *Description of common mistakes as noted in peer reviews and DOL inspections *The new audit standard for employee benefit plans |
| 3/9/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1325: Surgent's Excel Budgeting Ideas (Webinar) (20WS-1325)*Major Topics: * Set up an in-cell drop-down list of budget methods * Change the calculations in the cells based on the selected budget method * Use names in worksheets |
| 3/4/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| New 20WS-1353: Surgent's Introduction to Forensic Accounting (Webinar) (20WS-1353)*Review of the different aspects of forensic accounting *The civil litigation process as it relates to forensic accounting *Litigation services provided by forensic accountants *Fraud detection and prevention *Various types of fraud *Training and certifications in forensic accounting *Forensic accounting in bankruptcy proceedings *Forensic accounting in family law proceedings *Calculating damages for use in litigation *Valuations *Ethical issues pertinent to forensic accounting |
| 3/19/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20WS-1271: Surgent's Section 199A: Applications and Challenges (Webinar) (20WS-1271)*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 *The wage limitation and associated limits *Maximizing the 20% deduction for pass-through entities and Schedule Cs *Proper treatment of REIT, PTP, and Cooperative income *Treatment of carryover amounts *Entity choice and the Section 199A deduction *Rental activities as a trade or business and the rental safe harbor *Completion of Forms 8995 and 8995-A |
| 2/4/2021 | 8 - 11:30 a.m. | Online | 4 CPE | |
| 20WS-1342: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (20WS-1342)*Overall landscape of the construction industry *GAAP and recent changes affecting the construction industry *The new Revenue Recognition Standard and its impact on the construction industry *The unique relationship between the contractor and the surety *The new lease FASB ASC and its impact on the construction industry |
| 3/12/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20WS-1348: Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (20WS-1348)*Annual update of the changes affecting 401(k) plans *Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc. *Best practices for engagement planning, internal controls, risk assessment, and detailed testing *How to avoid common mistakes made while performing audit procedures *Plan mergers and acquisitions *Common audit reporting and disclosure issues *The new audit standard for employee benefit plans |
| 3/18/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1329: Surgent's Ethical Considerations for the CPA (Webinar) (20WS-1329)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 3/5/2021 | 8 - 11:30 a.m. | Online | 4 CPE / 4 Ethics | |
| 20WS-1235: Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (20WS-1235)*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 |
| 1/22/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WS-1293: Surgent's Building a High-Performance Accounting Team (Webinar) (20WS-1293)*Increase productivity and profitability *Communicate better and resolve conflict *Learn teamwork principles in today's changing accounting workplace *Motivate yourself and your team |
| 2/16/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1345: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (20WS-1345)*Economic update *Managing for productivity *Metrics and benchmarking *Social media and the cloud |
| 3/16/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20WS-1338: Surgent's Controllership Skills Update: Current Survival Skills (Webinar) (20WS-1338)*Changing Role of Financial Professionals: *Priorities *Change in mission *Valued-added actions *Strategic Measurements: *Common errors and guidelines for improvement *Balanced scorecard *Strategy development and implementation *Budgeting basics and next steps *Risk Management: *Recent lessons *Defining Enterprise Risk Management (ERM) *Implementation *Developing a Financial Leadership Pipeline: *Changing employment environment *Retaining the right employees *Compensation *Hiring process *Capital Projects: *Types of projects *Factors affecting capacity *Valuation techniques *Cash management *MandA Activity: *Current environment *Controller's role *Strategic questions *Sample transactions *Due diligence *Implementation *Introducing Improvements/Innovation: *Getting started *Establishing an environment *Potential first projects *Organizational structure |
| 3/11/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WS-1238: Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (20WS-1238)*Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls *Decanting *Federal estate tax exemption and remaining relevance of trusts *Irrevocable life insurance trusts *The role of family dynamics *Choice of trustee and other fiduciaries *State trust-friendly considerations *Charitable trusts *Delaware Statutory Trusts *Powers of attorney *Pet Trusts -- the emerging necessities *State, county, and local issues *Portability *QTIP issues *Creditor considerations *Potential IRA problems *Problems with re-titling assets |
| 1/25/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| 20WS-1266: Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (20WS-1266)*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 |
| 2/3/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1250: Surgent's Guide to Payroll Taxes and 1099 Issues (Webinar) (20WS-1250)*Statutory employees, independent contractors, and possible changes to Section 530 relief *Using SS-8 *Payroll Tax Penalties-- Who is a responsible person? *Forms W-2, 1099, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates *Understanding payroll tax responsibilities in the gig economy |
| 1/28/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| New 20WS-1280: Surgent's Resilience: The Ultimate Leadership Skill for Accountants: How to Build it in Yourself and Others (Webinar) (20WS-1280)*Bounce back from adversity and pressure *Avoid giving up too soon *Reframe challenges *Learn resilience and transform from mistakes |
| 2/9/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1350: Surgent's Excel: Mastering PivotTables (Webinar) (20WS-1350)* Explore PivotTable capabilities and functionality * Retrieve data from a database and feed it into the PivotTable * Pull web tables from web pages into Excel |
| 3/18/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1359: Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Webinar) (20WS-1359)*Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606 *The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance *Presentation and disclosure requirements *Lessons learned and best practices for improving business processes related to revenue recognition going forward |
| 3/23/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20WS-1257: Surgent's What CPAs Should Know About Trust Instruments (Webinar) (20WS-1257)*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 |
| 1/29/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WS-1243: Surgent's Monthly Tax Update with Mike Tucker and Jeff Jacobs (Webinar) (20WS-1243)*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 |
| 1/26/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WS-1356: Surgent's Accounting Chaotics: Managing Organizational Change and Stress in a Turbulent Work Environment (Webinar) (20WS-1356)*Learn the power of flexibility and adaptability *Manage daily changes and stressors *Avoid burnout and achieve work-life balance |
| 3/22/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1259: Surgent's Individual and Financial Planning Tax Camp (Webinar) (20WS-1259)*The SECURE Act, including IRA and RMD changes *Understanding the environment: what's new, what's expired or expiring, and what's likely to change *Review of pertinent changes from tax reform *Reading a tax return for developing client-specific tax strategies *Will there be more changes in the individual tax laws? *The net investment income tax: planning for compliance *Family income-splitting strategies that need to be considered *Income tax issues: impact on timing of other income *Using Roth IRAs and Roth contribution programs to best advantage *Conversions: do they still make sense? *Taking distributions: matching timing to client requirements *Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed *What to do about itemized deductions *Trans-generational planning: conversions, income and gain-splitting *HSAs *Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future *Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
| 2/1/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1245: Surgent's Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (Webinar) (20WS-1245)*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 |
| 1/27/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1228: Surgent's Section 199A: Applications and Challenges (Webinar) (20WS-1228)*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 *The wage limitation and associated limits *Maximizing the 20% deduction for pass-through entities and Schedule Cs *Proper treatment of REIT, PTP, and Cooperative income *Treatment of carryover amounts *Entity choice and the Section 199A deduction *Rental activities as a trade or business and the rental safe harbor *Completion of Forms 8995 and 8995-A |
| 1/20/2021 | 8 - 11:30 a.m. | Online | 4 CPE | |
| 20WS-1361: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (20WS-1361)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services *SSARS No. 22, Compilation of Pro Forma Financial Information *SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 *Proposed changes to the SSARS *Sample comprehensive engagement work programs for preparation, compilation and review engagements *Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations *Other communication requirements, such as sample engagement letters and management representation letters |
| 3/24/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1365: Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Webinar) (20WS-1365)*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 |
| 3/26/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20WS-1311: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (20WS-1311)*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 |
| 2/24/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| 20WS-1363: Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances (Webinar) (20WS-1363)*Recent trends: MandA activity; contributing factors/reasons for record levels; examples of recent transactions; recent changes to U.S. taxes; inversions; strategic spin-offs/splits; internal venture capital activities; incubators *Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations *Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don'ts *Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results |
| 3/25/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WS-1318: Surgent's Managing People Through Motivation (Webinar) (20WS-1318)*What it means to engage people; discuss the meaning of motivation by getting to the core of what impacts your employees' productivity *Get your employees charged; find out what makes them tick through examining and understanding some of the classics in motivational theory *Learn how to drill down to what truly motivates your employees *Using the C.A.R.E. model to improve employee motivation through case studies |
| 3/1/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| 20WS-1309: Surgent's Annual Accounting and Auditing Update (Webinar) (20WS-1309)*Private company standard setting activities *Recently issued FASB Accounting Standards Updates *Leases -- Topic 842 *Impairment -- Topic 326 *Lessons learned from the adoption of Topic 606 *Other items on the FASB's Technical Agenda *Recently issued SASs and other AICPA and PCAOB activity *SSARS No. 21, Clarification and Recodification and other recently issued and proposed SSARS *Peer review and other audit quality issues *Other important AandA practice matters |
| 2/24/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1290: Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (20WS-1290)*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 |
| 2/12/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WS-1323: Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (20WS-1323)*Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition *Timing and types of leave under the FMLA *Calculating leave time under the FMLA *Employer and employee notice requirements *The definition of a "disability" under ADA *An employer's obligation to provide employees with a reasonable accommodation under the ADA *Guidance on engaging in the interactive process *Dos and don'ts of medical certifications *The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act |
| 3/3/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1362: Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (20WS-1362)*Overview of estate planning *The dangers of a Power of Attorney *The most important aspect of a will *Role, scope, rights, and responsibilities of an executor *Benefits of incorporating a trust *Bequests *Caring for a pet *Claims against the estate *Insurance *Consequences of poor estate planning |
| 3/24/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WS-1263: Surgent's Section 163(j): Business Interest Limitation After TCJA (Webinar) (20WS-1263)*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 businesses *What is business interest for Section 163(j) purposes? *How does Section 163(j) impact pass-through entities? |
| 2/2/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20WS-1288: The Best Federal Tax Update Course by Surgent (Webinar) (20WS-1288)*The SECURE Act, including IRA and RMD changes *Section 461 loss limitation rules and the ability to offset income *Bonus depreciation rules and expansion of Section 179 *Opportunity Zones *Expansion of number of taxpayers able to use the cash method of accounting *Section 163(j) 30% business interest limitation *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of Section 199A and its alteration of pass-through taxation and planning *Relevant state domicile issues which are quickly becoming a new source of practitioner profit *Virtual currency *Crowdfunding *Overtime update *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *The latest issues related to any other late-breaking tax law changes |
| 2/11/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1285: Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (20WS-1285)*Changes to the IRS Form 706 *How to successfully navigate the form *The ins and outs of the "portability" rules, including how the rules actually work using common examples *Income tax consequences *How to avoid malpractice traps *Overlooked GST issues |
| 2/10/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1234: Surgent's Annual Accounting and Auditing Update (Webinar) (20WS-1234)*Private company standard setting activities *Recently issued FASB Accounting Standards Updates *Leases -- Topic 842 *Impairment -- Topic 326 *Lessons learned from the adoption of Topic 606 *Other items on the FASB's Technical Agenda *Recently issued SASs and other AICPA and PCAOB activity *SSARS No. 21, Clarification and Recodification and other recently issued and proposed SSARS *Peer review and other audit quality issues *Other important AandA practice matters |
| 1/22/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1283: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (20WS-1283)*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 |
| 2/10/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| 20WS-1300: Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (20WS-1300)*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 |
| 2/18/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WS-1301: Surgent's Excel Budgeting Ideas (Webinar) (20WS-1301)*Major Topics: * Set up an in-cell drop-down list of budget methods * Change the calculations in the cells based on the selected budget method * Use names in worksheets |
| 2/19/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WS-1349: Surgent's Controllership Skills Update: Budgeting, Forecasting, and Big Data (Webinar) (20WS-1349)*Why Forecasts and Budgets are Frequently Wrong: *Behavioral finance *Improper goal setting *Games *Continuing the status quo *Traditional budgeting techniques *Incorporating Strategy into Budgets: *Improving measurement systems *Common errors *Developing strategic measurements *Strategies vs. non-strategies *Expanding the Budgeting Framework: *Quarterly and rolling forecasts *Mission-based budgeting *Zero-based budgeting *Post-completion evaluations *Contingency planning *Identifying improvements *Big Data: *Definition *Challenges *Goals *Current uses/examples *Sources of information *Analytical Tools: *Ratio analysis *Benchmarking *Pareto analysis *What If analysis *Trend analysis *Regression *Simulation |
| 3/18/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1240: Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (20WS-1240)*What's NEW for this year -- Aimed at higher level staff issues and planning *Qualified Business Income -- Coverage of Section 199A including the real estate safe harbor, wages, basis in assets, and so on *A tour of the most recent forms changes, starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on significant recent tax legislation *How will clients (and practitioners) interact with the IRS in the future? *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Things your parents taught you? *Utilizing the ABLE program *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant *Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain and tax basis of reacquired property *Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties |
| 1/25/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1264: Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (20WS-1264)*Taxpayers who do not file gift tax returns but should *The annual exclusion rules for gifts to trusts including required Crummey notices *What should be disclosed on the return for purposes of running the statute of limitations *The reporting of installment sales and split-interest *Valuations and valuation discounts for gifts of closely held businesses *The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules *Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA) *A line-by-line explanation of Form 709 |
| 2/2/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WS-1308: Surgent's Successful Communication (Webinar) (20WS-1308)*The communication process and barriers that get in the way *Techniques for overcoming barriers *Understanding and self-assessment of each component of the communication process *Gaining skills to listen more effectively, especially in stressful situations with heightened emotions *Action plan to apply techniques in the workplace for communication success |
| 2/23/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| New 20WS-1261: Surgent's Tax Advantages of Investing in Opportunity Zones (Webinar) (20WS-1261)*What is an Opportunity Zone? *Gains that qualify for deferral if invested in an Opportunity Zone *What is an Opportunity Zone business? *How to elect the deferral of gain *Timing requirements related to Opportunity Zone investments *What is an Opportunity Fund? *What are the tax advantages of investing in an Opportunity Zone? *Where are Opportunity Zones located? *How taxpayers self-certify *What is the 70%/30% rule? *What the "original use" requirement means *Economic issues relating to investing in Opportunity Zones *Outstanding unanswered questions relating to Opportunity Zones |
| 2/1/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1313: Surgent's QuickBooks Online – Streamline Accounting with Dynamic Software! (Webinar) (20WS-1313)*Overview of QuickBooks Online vs. Desktop Options *QuickBooks Online Independent Contractor (Self-Employed) *QuickBooks Online Small Business Editions *Apps that increase the functionality of QuickBooks Online |
| 2/25/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 20WS-1268: The Best Federal Tax Update Course by Surgent (Webinar) (20WS-1268)*The SECURE Act, including IRA and RMD changes *Section 461 loss limitation rules and the ability to offset income *Bonus depreciation rules and expansion of Section 179 *Opportunity Zones *Expansion of number of taxpayers able to use the cash method of accounting *Section 163(j) 30% business interest limitation *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of Section 199A and its alteration of pass-through taxation and planning *Relevant state domicile issues which are quickly becoming a new source of practitioner profit *Virtual currency *Crowdfunding *Overtime update *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *The latest issues related to any other late-breaking tax law changes |
| 2/3/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1354: Surgent's Negotiating Unmasked (Webinar) (20WS-1354)*Understanding the process and art of negotiating *Analyzing the component parts of negotiating *Positioning yourself for success *Practical steps to improve results |
| 3/19/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WS-1302: Surgent's Excel: Mastering PivotTables (Webinar) (20WS-1302)* Explore PivotTable capabilities and functionality * Retrieve data from a database and feed it into the PivotTable * Pull web tables from web pages into Excel |
| 2/19/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WS-1343: Surgent's Managing Millennials (Webinar) (20WS-1343)*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 |
| 3/12/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1322: Surgent's Ensuring Audit Quality: Performing an Effective Risk Assessment (Webinar) (20WS-1322)*Audit process and planning *Setting materiality *Assessing the risk of material misstatement and the design and implementation of internal controls *Designing procedures to test the effectiveness of controls *Designing procedures to perform substantive procedures *Performing and evaluating interim and year-end tests of control and substantive procedures *Final audit procedures and wrap up |
| 3/3/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20WS-1286: Surgent's QuickBooks: Internal Controls for Online and Desktop Tips & Tricks (Webinar) (20WS-1286)*The security of your records starts with the security of your network and physical environment *Configuring preferences and user rights to enhance security and financial reporting *Work flow can affect and improve financial reporting *QuickBooks date driven transactions and how they can improve or degrade the integrity of the company file *Recording activity from other sources *Reports and tools to manage the file easily |
| 2/11/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 20WS-1298: Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (20WS-1298)*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 |
| 2/17/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WS-1289: Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (20WS-1289)*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 |
| 2/12/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| 20WS-1254: Surgent's Ethical Considerations for the CPA (Webinar) (20WS-1254)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 1/29/2021 | 12 - 3:30 p.m. | Online | 4 CPE / 4 Ethics | |
| 20WS-1267: Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (20WS-1267)*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 |
| 2/3/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1344: Surgent's Mastering Accounting for Income Taxes (Webinar) (20WS-1344)*The sources of deferred tax assets and liabilities *Calculating the deferred tax asset or liability *Reporting income-tax expense and balance sheet items *Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities *Disclosure requirements *Recent and proposed changes to the accounting and disclosure requirements for income taxes |
| 3/12/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| 20WS-1341: Surgent's QuickBooks: Internal Controls for Online and Desktop Tips & Tricks (Webinar) (20WS-1341)*The security of your records starts with the security of your network and physical environment *Configuring preferences and user rights to enhance security and financial reporting *Work flow can affect and improve financial reporting *QuickBooks date driven transactions and how they can improve or degrade the integrity of the company file *Recording activity from other sources *Reports and tools to manage the file easily |
| 3/11/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1294: Surgent's Ethical Considerations for the CPA (Webinar) (20WS-1294)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 2/16/2021 | 12 - 3:30 p.m. | Online | 4 CPE / 4 Ethics | |
| 20WS-1277: The Best Individual Income Tax Update Course by Surgent (Webinar) (20WS-1277)*The SECURE Act, including IRA and RMD changes *Section 461 loss limitation rules and the ability to offset income *Section 163(j) 30% business interest limitation *Treatment of state and local taxes *Virtual currency *Opportunity Zones *Education-related provisions *Depreciation changes *Rules on entertainment expenses, including meals *Doubling of estate and gift tax exemption for a married couple *Comprehensive coverage of the flagship item of tax reform, Section 199A and its alteration of pass-through taxation and planning *Review of pertinent cases and rulings affecting taxpayers *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *The latest issues related to any other late-breaking tax law changes |
| 2/5/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1331: Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Webinar) (20WS-1331)*Topic 606's five-step revenue recognition model *Determining whether to recognize revenue over time or at a point in time under Topic 606 *Other unique considerations in applying the five-step model for entities currently using SOP 81-1 *Lessons learned and best practices from entities already adopting Topic 606 |
| 3/8/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20WS-1233: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (20WS-1233)*The SECURE Act, including IRA and RMD changes *Impact of the Tax Cuts and Jobs Act on S corporations and partnership entities including coverage of Section 199A *Partnership Audits *Opportunity Zones *Selected Practice and Reporting Issues: What's new? *A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships *Choice of entity issues: Is the C corporation more of a viable choice after tax reform? Will it become preferred? *Sections 163(j) and 461 *Debts between entity and the investors *Impact of the net investment income tax on the owners of pass-through entities *Any late-breaking tax legislation *Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| 1/21/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1274: Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (20WS-1274)*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 |
| 2/5/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1265: Surgent's Annual Accounting and Auditing Update (Webinar) (20WS-1265)*Private company standard setting activities *Recently issued FASB Accounting Standards Updates *Leases -- Topic 842 *Impairment -- Topic 326 *Lessons learned from the adoption of Topic 606 *Other items on the FASB's Technical Agenda *Recently issued SASs and other AICPA and PCAOB activity *SSARS No. 21, Clarification and Recodification and other recently issued and proposed SSARS *Peer review and other audit quality issues *Other important AandA practice matters |
| 2/3/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1237: The Best Federal Tax Update Course by Surgent (Webinar) (20WS-1237)*The SECURE Act, including IRA and RMD changes *Section 461 loss limitation rules and the ability to offset income *Bonus depreciation rules and expansion of Section 179 *Opportunity Zones *Expansion of number of taxpayers able to use the cash method of accounting *Section 163(j) 30% business interest limitation *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of Section 199A and its alteration of pass-through taxation and planning *Relevant state domicile issues which are quickly becoming a new source of practitioner profit *Virtual currency *Crowdfunding *Overtime update *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *The latest issues related to any other late-breaking tax law changes |
| 1/22/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1226: Surgent's Ethical Considerations for the CPA (Webinar) (20WS-1226)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 1/20/2021 | 12 - 3:30 p.m. | Online | 4 CPE / 4 Ethics | |
| 20WS-1281: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (20WS-1281)*The SECURE Act, including IRA and RMD changes *Impact of the Tax Cuts and Jobs Act on S corporations and partnership entities including coverage of Section 199A *Partnership Audits *Opportunity Zones *Selected Practice and Reporting Issues: What's new? *A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships *Choice of entity issues: Is the C corporation more of a viable choice after tax reform? Will it become preferred? *Sections 163(j) and 461 *Debts between entity and the investors *Impact of the net investment income tax on the owners of pass-through entities *Any late-breaking tax legislation *Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| 2/9/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1295: Surgent's IRS Tax Examinations and Hot Issues (Webinar) (20WS-1295)*Criteria that the IRS uses to select returns for examination *Worker classification determinations on who is an employee and who is an independent contractor *S corporation officer's reasonable compensation issues *Responsibilities to pay the employment taxes when the business defaults *Tax-related identity theft procedures |
| 2/16/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| 20WS-1307: Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Webinar) (20WS-1307)*Topic 606's five-step revenue recognition model *Determining whether to recognize revenue over time or at a point in time under Topic 606 *Other unique considerations in applying the five-step model for entities currently using SOP 81-1 *Lessons learned and best practices from entities already adopting Topic 606 |
| 2/23/2021 | 8 - 11:30 a.m. | Online | 4 CPE | |
| 20WS-1326: Surgent's Excel Shortcuts for Accountants (Webinar) (20WS-1326)* Explore the function that sums better than the SUM function * Discover a variety of time-saving features, functions, and techniques * Learn the workaround to a major Excel pitfall |
| 3/4/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1255: Surgent's Real Estate Taxation: Critical Considerations (Webinar) (20WS-1255)*Depreciation and recapture *Passive activity losses *Determination of basis *Determination of gain or loss on sale of real estate *Taxation of rental operations *Installment sales |
| 1/29/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20WS-1346: Surgent's Fraud Basics: Protecting the Company Till (Webinar) (20WS-1346)*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 *The Dark Web |
| 3/16/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20WS-1292: Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (20WS-1292)*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" |
| 2/12/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| New 20WS-1369: Surgent's Business Writing: Professional & Effective Emails (Webinar) (20WS-1369)*Preparing to write: what is my purpose and objective and who is my audience *When email is the appropriate communication methodology and when it's not *Common email mistakes and how to avoid them *Proven techniques for writing more efficient, readable, and outcome-focused emails |
| 3/31/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WS-1303: The Best Federal Tax Update Course by Surgent (Webinar) (20WS-1303)*The SECURE Act, including IRA and RMD changes *Section 461 loss limitation rules and the ability to offset income *Bonus depreciation rules and expansion of Section 179 *Opportunity Zones *Expansion of number of taxpayers able to use the cash method of accounting *Section 163(j) 30% business interest limitation *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of Section 199A and its alteration of pass-through taxation and planning *Relevant state domicile issues which are quickly becoming a new source of practitioner profit *Virtual currency *Crowdfunding *Overtime update *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *The latest issues related to any other late-breaking tax law changes |
| 2/19/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1244: The Best Federal Tax Update Course by Surgent (Webinar) (20WS-1244)*The SECURE Act, including IRA and RMD changes *Section 461 loss limitation rules and the ability to offset income *Bonus depreciation rules and expansion of Section 179 *Opportunity Zones *Expansion of number of taxpayers able to use the cash method of accounting *Section 163(j) 30% business interest limitation *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of Section 199A and its alteration of pass-through taxation and planning *Relevant state domicile issues which are quickly becoming a new source of practitioner profit *Virtual currency *Crowdfunding *Overtime update *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *The latest issues related to any other late-breaking tax law changes |
| 1/26/2021 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE | |
| 20WS-1327: Surgent's Revenue Recognition in the Technology Sector: Topic 606 Implementation Challenges (Webinar) (20WS-1327)*Topic 606's five-step revenue recognition model *Changes in accounting guidance between Topic 606 and SOP 97-2 *Allocation approaches of transaction price under Topic 606 *Other 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 |
| 3/4/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| New 20WS-1355: Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (20WS-1355)*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 |
| 3/19/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WS-1236: Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (20WS-1236)*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 *Form 8867 -- Protecting practitioners *Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. *Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues *Self-employed person issues *Schedule C deductions including depreciation *Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains *A working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms *Itemized deductions -- A thorough understanding of what's deductible and what's not *Interest deductions -- Limitations and timing problems *Retirement contributions and education credits and deductions *Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits *Individual problems illustrated by form preparation for various items, with numerous "practice tips" *Impact of recent legislation and forms changes on the 1040 |
| 1/22/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| New 20WS-1270: Surgent's Management Fundamentals (Webinar) (20WS-1270)*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 |
| 2/4/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| 20WS-1320: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (20WS-1320)*Economic update *Managing for productivity *Metrics and benchmarking *Social media and the cloud |
| 3/2/2021 | 8 - 11:30 a.m. | Online | 4 CPE | |
| 20WS-1275: Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (20WS-1275)*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 *Form 8867 -- Protecting practitioners *Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. *Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues *Self-employed person issues *Schedule C deductions including depreciation *Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains *A working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms *Itemized deductions -- A thorough understanding of what's deductible and what's not *Interest deductions -- Limitations and timing problems *Retirement contributions and education credits and deductions *Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits *Individual problems illustrated by form preparation for various items, with numerous "practice tips" *Impact of recent legislation and forms changes on the 1040 |
| 2/5/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1304: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (20WS-1304)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services *SSARS No. 22, Compilation of Pro Forma Financial Information *SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 *Proposed changes to the SSARS *Sample comprehensive engagement work programs for preparation, compilation and review engagements *Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations *Other communication requirements, such as sample engagement letters and management representation letters |
| 2/22/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1222: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (20WS-1222)*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season *Key new tax and practice developments and how they impact the current-year tax forms for individuals |
| 1/19/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| 20WS-1296: Surgent's Guide to the Business of Booze: Accounting for Restaurants & Bars (Webinar) (20WS-1296)*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 |
| 2/17/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1229: Surgent's Section 461(l): Loss Limitations After TCJA (Webinar) (20WS-1229)*How the new Section 461(l) loss limitation provisions work *The new net operating loss rules and how they relate to Section 461(l) *Threshold amounts for limitation *Determination of a taxpayer's basis in a pass-through entity *Suspended losses and deductions due to basis limitations *How at-risk rules operate to limit loss deductions *Passive activity loss rules that suspend losses |
| 1/20/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| New 20WS-1366: Surgent's Coaching Skills for Managers and Supervisors (Webinar) (20WS-1366)*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 |
| 3/26/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| 20WS-1232: Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (20WS-1232)*Advanced technical practice and reporting issues for all entities *Is the "Employee vs. Independent Contractor" conundrum about to explode? *Don't get caught watching the paint dry; what is hot and new *Things your parents taught you *Payroll penalties update *What is terminating S corporations today? *New emphasis on basis reporting *How Section 179 limitations affect basis in partnerships, LLCs, and S corporations *How much luxury automobile depreciation in the second year of service, new Rev. Proc. *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 *Special allocation issues of Section 704, including economic effect, the "dumb-but-lucky" rule, and substantiality *Social Security Issues -- Recent (2019) proposals *Special allocations (allocating a taxable gain that has a book loss) *Review of final regulations on S corporation "open debt" *Taxable distribution in excess of basis and reporting issues to shareholders *Final regulations for allocating depreciation recapture to partners and members of LLCs |
| 1/21/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1297: Surgent's Mastering Accounting for Income Taxes (Webinar) (20WS-1297)*The sources of deferred tax assets and liabilities *Calculating the deferred tax asset or liability *Reporting income-tax expense and balance sheet items *Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities *Disclosure requirements *Recent and proposed changes to the accounting and disclosure requirements for income taxes |
| 2/17/2021 | 8 - 11:30 a.m. | Online | 4 CPE | |
| 20WS-1260: Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (20WS-1260)*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 |
| 2/1/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1328: Surgent's Controllership Skills Update: Risk Management (Webinar) (20WS-1328)*Rethinking Risk Management: *Historic view *Challenges *Rules *Recent lessons *Required skills *Sources of Risk: *Economy *Competitors *Operations *Investments *Strategy *Compensation *Routine practices *Unethical behavior. *Enterprise Risk Management (ERM): *Defining ERM *Areas of focus *Implementation *Planning for disasters *Business continuity *Contingencies *Analytical Tools: *Post-completion evaluations *Simulation *Z-score *Hedging *Brainstorming *Mind mapping *Delphi technique |
| 3/5/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1310: Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (20WS-1310)*Typical provisions in state statutes regarding domicile and residency *In depth analysis of domicile and residency definitions *Issues regarding one's permanent abode *Analysis of jurisdiction where taxpayer has the greatest connections *Detailed discussion of criteria used to establish domicile and residency |
| 2/24/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WS-1276: Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (20WS-1276)*Creating a data model/Power Pivot *Building PivotTables from multiple tables *Creating Measures *Using named sets |
| 2/5/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WS-1358: Surgent's What Employers Need to Know About Sexual Harassment in the Workplace (Webinar) (20WS-1358)*What is sexual harassment in a legal sense? *What kinds of behavior could be considered sexual harassment? *Different types of sexual harassment? *What to do when a claim of sexual harassment arises in the workplace *What an employer should do respecting an individual who may be harassing another employee *Employers' legal responsibility for third parties who sexually harass employees *Remedies for someone suffering sexual harassment |
| 3/22/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| New 20WS-1284: Surgent's Managing Millennials (Webinar) (20WS-1284)*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 |
| 2/10/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1367: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (20WS-1367)*Economic update *Managing for productivity *Metrics and benchmarking *Social media and the cloud |
| 3/30/2021 | 8 - 11:30 a.m. | Online | 4 CPE | |
| 20WS-1357: Surgent's Ethical Considerations for the CPA (Webinar) (20WS-1357)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 3/22/2021 | 12 - 3:30 p.m. | Online | 4 CPE / 4 Ethics | |
| 20WS-1364: Surgent's Examining the New Lease Accounting Standard: More Than Meets the Eye (Webinar) (20WS-1364)*ASU No. 2016-02, Leases (Topic 842) *Overall lease accounting guidance *Lessor Accounting 101 *Lessee Accounting 101 *Detailed review of accounting by lessees and lessors *Sale and leaseback transactions *Transition guidance *Other operational issues *Recently issued updates to the lease accounting guidance *Feedback from the public company adoption of Topic 842 |
| 3/25/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20WS-1278: Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (20WS-1278)*Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act *Calculationof DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses *Proper W-2 preparation and procedures in the year of death *Taxpayer passes before taking a required minimum distribution; what must be done? *Forgetful fiduciaries of simple trusts *Fluctuating trusts -- Simple one year, complex the next *Dividing income in the year of death *Overview of Subchapter J *Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041 *Taxable income of estates and trusts and expense allocation issues *Specific deductions and miscellaneous itemized deductions *Income in respect of a decedent *The income distribution deduction calculation *Relation of principal and income law to DNI *Understanding how to handle capital gains and losses *Allocating tax items to beneficiaries: another K-1 *Comprehensive DNI case study, with principal (cost and FMV)and income reconciliation *Comprehensive trustand estate case studies, with filled-in forms |
| 2/5/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1273: Surgent's Excel Shortcuts for Accountants (Webinar) (20WS-1273)* Explore the function that sums better than the SUM function * Discover a variety of time-saving features, functions, and techniques * Learn the workaround to a major Excel pitfall |
| 2/5/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1360: Surgent's Industry Accountant Toolkit (Webinar) (20WS-1360)*Key tools used by businesses and financial professionals across the globe to measure performance *Detailed, real-world examples of businesses utilizing these tools |
| 3/23/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1347: Surgent's Looking Ahead: Predicting Future Financial Issues and Their Impact on Accountants in Industry (Webinar) (20WS-1347)*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 |
| 3/16/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1227: Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Webinar) (20WS-1227)*Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed return *The importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returns *New tax-planning strategies for depreciation deductions, including changes to Section 179 and depreciation as a result of new tax legislation *Methods of accounting -- Application and choices *In-depth analysis of Form 4797 dealing with depreciation recapture *Deductible expenses -- including rules on meals and entertainment *Computation of tax liability *Overview of many common business deductions; which are deductible and which are M-1 items? *How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern *And much more |
| 1/20/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1252: Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (20WS-1252)*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" |
| 1/28/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1319: Surgent's What Employers Need to Know About Sexual Harassment in the Workplace (Webinar) (20WS-1319)*What is sexual harassment in a legal sense? *What kinds of behavior could be considered sexual harassment? *Different types of sexual harassment? *What to do when a claim of sexual harassment arises in the workplace *What an employer should do respecting an individual who may be harassing another employee *Employers' legal responsibility for third parties who sexually harass employees *Remedies for someone suffering sexual harassment |
| 3/1/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1339: Surgent's Ethical Considerations for the CPA (Webinar) (20WS-1339)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 3/11/2021 | 8 - 11:30 a.m. | Online | 4 CPE / 4 Ethics | |
| 20WS-1287: Surgent's QuickBooks: Reconciling Balance Sheet Accounts Has Never Been Easier (Webinar) (20WS-1287)*Identify and Correct File Issues *QuickBooks Cash Basis Calculations *Transaction Entry Tips and Tricks *Creating Balance Sheet Workpapers *Loan Amortization features included in QuickBooks |
| 2/11/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1258: The Best Federal Tax Update Course by Surgent (Webinar) (20WS-1258)*The SECURE Act, including IRA and RMD changes *Section 461 loss limitation rules and the ability to offset income *Bonus depreciation rules and expansion of Section 179 *Opportunity Zones *Expansion of number of taxpayers able to use the cash method of accounting *Section 163(j) 30% business interest limitation *Is the "Employee vs Independent Contractor" conundrum about to explode? *Comprehensive coverage of Section 199A and its alteration of pass-through taxation and planning *Relevant state domicile issues which are quickly becoming a new source of practitioner profit *Virtual currency *Crowdfunding *Overtime update *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *The latest issues related to any other late-breaking tax law changes |
| 1/29/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1251: Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (20WS-1251)*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 |
| 1/28/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1337: Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Webinar) (20WS-1337)*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 |
| 3/11/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| New 20WS-1317: Surgent's The Accountant as the Expert Witness (Webinar) (20WS-1317)*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 |
| 2/26/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WS-1305: Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (20WS-1305)*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 |
| 2/22/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1224: Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (20WS-1224)*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 |
| 1/19/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| New 20WS-1351: Surgent's The Accountant as the Expert Witness (Webinar) (20WS-1351)*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 |
| 3/18/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1246: Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (20WS-1246)*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 |
| 1/27/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WS-1231: Surgent's Advanced Individual Income Tax Return Issues (Webinar) (20WS-1231)*Understanding the special problems and new issues for the current year tax return *How to determine the Section 199A deduction and when rental property qualifies for the Section 199A deduction *Installment sales -- understanding the complicated issues *Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms *Capital gain and loss issues -- The problem with proper reporting of installment sales issues; when is a stock worthless; and much more… *At-risk rules: What a return preparer really needs to know *Passive loss issues -- You can't just trust your software. What to watch out for, and the questions you need your clients to answer in order to do it right! *Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax *Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client *The business loss limitation rules -- Understanding the business loss limitation rules and the associated calculations |
| 1/21/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1225: The Best Individual Income Tax Update Course by Surgent (Webinar) (20WS-1225)*The SECURE Act, including IRA and RMD changes *Section 461 loss limitation rules and the ability to offset income *Section 163(j) 30% business interest limitation *Treatment of state and local taxes *Virtual currency *Opportunity Zones *Education-related provisions *Depreciation changes *Rules on entertainment expenses, including meals *Doubling of estate and gift tax exemption for a married couple *Comprehensive coverage of the flagship item of tax reform, Section 199A and its alteration of pass-through taxation and planning *Review of pertinent cases and rulings affecting taxpayers *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *The latest issues related to any other late-breaking tax law changes |
| 1/19/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1316: Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Webinar) (20WS-1316)*Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606 *The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance *Presentation and disclosure requirements *Lessons learned and best practices for improving business processes related to revenue recognition going forward |
| 2/26/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20WS-1336: Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Webinar) (20WS-1336)*ASC Topic 606, Revenue from Contracts with Customers *The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance *Presentation and disclosure requirements and examples *Industry specific implementation issues and guidance *Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward *Other operational issues related to implementation |
| 3/10/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1324: Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (20WS-1324)*Annual update of the changes affecting 401(k) plans *Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc. *Best practices for engagement planning, internal controls, risk assessment, and detailed testing *How to avoid common mistakes made while performing audit procedures *Plan mergers and acquisitions *Common audit reporting and disclosure issues *The new audit standard for employee benefit plans |
| 3/4/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1242: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (20WS-1242)*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season *Key new tax and practice developments and how they impact the current-year tax forms for individuals |
| 1/26/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| 20WS-1299: Surgent's Examining the New Lease Accounting Standard: More Than Meets the Eye (Webinar) (20WS-1299)*ASU No. 2016-02, Leases (Topic 842) *Overall lease accounting guidance *Lessor Accounting 101 *Lessee Accounting 101 *Detailed review of accounting by lessees and lessors *Sale and leaseback transactions *Transition guidance *Other operational issues *Recently issued updates to the lease accounting guidance *Feedback from the public company adoption of Topic 842 |
| 2/18/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20WS-1306: Surgent's Negotiating Unmasked (Webinar) (20WS-1306)*Understanding the process and art of negotiating *Analyzing the component parts of negotiating *Positioning yourself for success *Practical steps to improve results |
| 2/23/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| New 20WS-1334: Surgent's Small Rudders that Turn Large Ships – The Secrets of Today's Successful Accounting Leaders (Webinar) (20WS-1334)*Increase productivity and profitability *Communicate better and resolve conflict *Learn teamwork principles in today's changing accounting workplace *Motivate yourself and your team |
| 3/9/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1256: Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (20WS-1256)*Advanced technical practice and reporting issues for all entities *Is the "Employee vs. Independent Contractor" conundrum about to explode? *Don't get caught watching the paint dry; what is hot and new *Things your parents taught you *Payroll penalties update *What is terminating S corporations today? *New emphasis on basis reporting *How Section 179 limitations affect basis in partnerships, LLCs, and S corporations *How much luxury automobile depreciation in the second year of service, new Rev. Proc. *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 *Special allocation issues of Section 704, including economic effect, the "dumb-but-lucky" rule, and substantiality *Social Security Issues -- Recent (2019) proposals *Special allocations (allocating a taxable gain that has a book loss) *Review of final regulations on S corporation "open debt" *Taxable distribution in excess of basis and reporting issues to shareholders *Final regulations for allocating depreciation recapture to partners and members of LLCs |
| 1/29/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1253: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (20WS-1253)*The SECURE Act, including IRA and RMD changes *Impact of the Tax Cuts and Jobs Act on S corporations and partnership entities including coverage of Section 199A *Partnership Audits *Opportunity Zones *Selected Practice and Reporting Issues: What's new? *A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships *Choice of entity issues: Is the C corporation more of a viable choice after tax reform? Will it become preferred? *Sections 163(j) and 461 *Debts between entity and the investors *Impact of the net investment income tax on the owners of pass-through entities *Any late-breaking tax legislation *Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| 1/28/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1223: Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (20WS-1223)*Learn what property is subject to IRC Sec 460 *Understand how home builders and residential contractors are exempt from IRC Sec 460 *Learn how to qualify for the "small contractor exemption" and its advantages to the taxpayer *Learn the various options that are available to the "small" contractor regarding taxation of long-term contracts *Discuss how the choice of entity impacts taxation of contractors *Learn how AMT impacts the construction industry *Learn about IRC Sec 460 and "large" contractors *Learn how "uninstalled materials" impact taxation of contractors *Learn how the "look-back" rules impact contractors *Learn how the "10% method" can allow certain contractors to defer recognizing taxable income *Learn critical tax planning strategies for contractors |
| 1/19/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| New 20WS-1239: Surgent's Tax Advantages of Investing in Opportunity Zones (Webinar) (20WS-1239)*What is an Opportunity Zone? *Gains that qualify for deferral if invested in an Opportunity Zone *What is an Opportunity Zone business? *How to elect the deferral of gain *Timing requirements related to Opportunity Zone investments *What is an Opportunity Fund? *What are the tax advantages of investing in an Opportunity Zone? *Where are Opportunity Zones located? *How taxpayers self-certify *What is the 70%/30% rule? *What the "original use" requirement means *Economic issues relating to investing in Opportunity Zones *Outstanding unanswered questions relating to Opportunity Zones |
| 1/25/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1312: Surgent's Ethical Considerations for the CPA (Webinar) (20WS-1312)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 2/25/2021 | 8 - 11:30 a.m. | Online | 4 CPE / 4 Ethics | |
| 20WS-1291: Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Webinar) (20WS-1291)*Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606 *The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance *Presentation and disclosure requirements *Lessons learned and best practices for improving business processes related to revenue recognition going forward |
| 2/12/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20WS-1332: Surgent's Annual Accounting and Auditing Update (Webinar) (20WS-1332)*Private company standard setting activities *Recently issued FASB Accounting Standards Updates *Leases -- Topic 842 *Impairment -- Topic 326 *Lessons learned from the adoption of Topic 606 *Other items on the FASB's Technical Agenda *Recently issued SASs and other AICPA and PCAOB activity *SSARS No. 21, Clarification and Recodification and other recently issued and proposed SSARS *Peer review and other audit quality issues *Other important AandA practice matters |
| 3/9/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1314: Surgent's QuickBooks: Internal Controls for Online and Desktop Tips & Tricks (Webinar) (20WS-1314)*The security of your records starts with the security of your network and physical environment *Configuring preferences and user rights to enhance security and financial reporting *Work flow can affect and improve financial reporting *QuickBooks date driven transactions and how they can improve or degrade the integrity of the company file *Recording activity from other sources *Reports and tools to manage the file easily |
| 2/25/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1321: Surgent's Fraud Basics: Protecting the Company Till (Webinar) (20WS-1321)*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 *The Dark Web |
| 3/2/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20WS-1279: Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (20WS-1279)*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 |
| 2/9/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WS-1340: Surgent's QuickBooks Online – Streamline Accounting with Dynamic Software! (Webinar) (20WS-1340)*Overview of QuickBooks Online vs. Desktop Options *QuickBooks Online Independent Contractor (Self-Employed) *QuickBooks Online Small Business Editions *Apps that increase the functionality of QuickBooks Online |
| 3/11/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 20WS-1269: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (20WS-1269)*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 |
| 2/4/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| New 20WS-1335: Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (20WS-1335)*How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior *Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies *Key functions of employment including recruitment, interviewing and selection |
| 3/10/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| New 20WS-1368: Surgent's Successful Communication (Webinar) (20WS-1368)*The communication process and barriers that get in the way *Techniques for overcoming barriers *Understanding and self-assessment of each component of the communication process *Gaining skills to listen more effectively, especially in stressful situations with heightened emotions *Action plan to apply techniques in the workplace for communication success |
| 3/30/2021 | 12:30 - 4 p.m. | Online | 4 CPE | |
| 20WS-1248: The Best Individual Income Tax Update Course by Surgent (Webinar) (20WS-1248)*The SECURE Act, including IRA and RMD changes *Section 461 loss limitation rules and the ability to offset income *Section 163(j) 30% business interest limitation *Treatment of state and local taxes *Virtual currency *Opportunity Zones *Education-related provisions *Depreciation changes *Rules on entertainment expenses, including meals *Doubling of estate and gift tax exemption for a married couple *Comprehensive coverage of the flagship item of tax reform, Section 199A and its alteration of pass-through taxation and planning *Review of pertinent cases and rulings affecting taxpayers *Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more *The latest issues related to any other late-breaking tax law changes |
| 1/27/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1247: Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (20WS-1247)*What's NEW for this year -- Aimed at higher level staff issues and planning *Qualified Business Income -- Coverage of Section 199A including the real estate safe harbor, wages, basis in assets, and so on *A tour of the most recent forms changes, starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on significant recent tax legislation *How will clients (and practitioners) interact with the IRS in the future? *Hot, hidden, or miscellaneous developments affecting the upcoming tax season *Things your parents taught you? *Utilizing the ABLE program *Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas *Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant *Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain and tax basis of reacquired property *Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties |
| 1/27/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WS-1282: Surgent's Ensuring Audit Quality: Performing an Effective Risk Assessment (Webinar) (20WS-1282)*Audit process and planning *Setting materiality *Assessing the risk of material misstatement and the design and implementation of internal controls *Designing procedures to test the effectiveness of controls *Designing procedures to perform substantive procedures *Performing and evaluating interim and year-end tests of control and substantive procedures *Final audit procedures and wrap up |
| 2/10/2021 | 8 - 11:30 a.m. | Online | 4 CPE | |
| 20WS-1315: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (20WS-1315)*Overall landscape of the construction industry *GAAP and recent changes affecting the construction industry *The new Revenue Recognition Standard and its impact on the construction industry *The unique relationship between the contractor and the surety *The new lease FASB ASC and its impact on the construction industry |
| 2/26/2021 | 12 - 3:30 p.m. | Online | 4 CPE | |
| 20SS-0001: Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (20SS-0001)*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 |
| Self-Study | | Format: Downloadable PDF | 16 CPE | |
| 20SS-0002: Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (20SS-0002)*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 |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0003: Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Self-Study) (20SS-0003)*Gaining a thorough understanding of federal income tax laws for partnerships or LLCs, from formation to tax return preparation issues*Fully understanding how to report income and deductions, which items must be separately stated, and which are non-separately stated*Details of the most common M-1 "Book vs. Tax" adjustments and their proper form treatment*How to fully understand common business Forms 4562 and 4797*Are capital accounts the same as basis? NO, they are not!*What business arrangements qualify, or, by default, are treated, as partnerships*How to assess critically tax basis for recourse and nonrecourse debt*Understand the proper year end*Self-employment tax issues*Complete coverage of any new legislation enacted before presentation*Other developing issues and hot topics*Maximizing depreciation deductions*Partnership oddities with reporting depreciation, sales of assets, and guaranteed payments |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0004: Surgent's Review of Form 709: Gift Tax Return (Self-Study) (20SS-0004)* 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-calculation*Calculation of additional credit for decedent spouses unused exemption (DSUE) |
| Self-Study | | Format: Downloadable PDF | 2 CPE | |
| 20SS-0005: Surgent's Transitioning to the Professional World (Audit Skills Training - Level 1) (Self-Study) (20SS-0005)*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 | |
| 20SS-0006: Surgent's Desired Traits of Entry-Level Auditors (Audit Skills Training: Level 1) (Self-Study) (20SS-0006)*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 | |
| 20SS-0007: Surgent's Professional Skepticism (Audit Skills Training: Level 1) (Self-Study) (20SS-0007)*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 | |
| 20SS-0008: Surgent's The Nature of Compilations, Reviews, and Audits (Audit Skills Training: Level 1) (Self-Study) (20SS-0008)*Compare and contrast the basis and requirements of preparing financial statements, compilation, review and audit*Critical 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 | |
| 20SS-0009: Surgent's Audit Documentation Basics (Audit Skills Training: Level 1) (Self-Study) (20SS-0009)*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 | |
| 20SS-0010: Surgent's The Basic Audit Concept (Audit Skills Training: Level 1) (Self-Study) (20SS-0010)*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 | |
| 20SS-0011: Surgent's Internal Control Fundamentals (Audit Skills Training: Level 1) (Self-Study) (20SS-0011)*Gaining an understanding of the entity and its environment*The inter-relationship of the five foundational components of the COSO Internal Control -- Integrated Framework*Various methods for documenting and evaluating the design and implementation of internal control over financial reporting*Critical 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 | |
| 20SS-0012: Surgent's Auditing Cash and Cash Equivalents (Audit Skills Training: Level 1) (Self-Study) (20SS-0012)*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 | |
| 20SS-0013: Surgent's Performing Effective and Efficient Compilations and Reviews (Audit Skills Training - Level 2) (Self-Study) (20SS-0013)*Avoiding litigation risks in accounting services*Documentation requirements for non-audit services, including accounting services, compilations, and reviews*Changing the scope of services, such as stepping down engagements*Proposed changes to SSARS engagements*Illustrative excerpts from certain engagement letters and SSARS reports |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0014: Surgent's Auditing Accounts Receivable (Audit Skills Training - Level 2) (Self-Study) (20SS-0014)*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 | |
| 20SS-0015: Surgent's Auditing PP&E, Including Leases (Audit Skills Training - Level 2) (Self-Study) (20SS-0015)*Typical audit risks and responses*Costing and capitalization, including capitalized interest*Key controls related to PP&E*Lease accounting requirements and practical application*Recent changes to U.S. GAAP related to lease accounting |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0016: Surgent's Auditing Basic Inventory: Performing Observations (Audit Skills Training - Level 2) (Self-Study) (20SS-0016)*Typical inventory observation procedures and special considerations*Handling various inventory observation real-life scenarios*Valuation and pricing methods*Key controls related to inventory |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0017: Surgent's Auditing A/P, Accrued Expenses, and Debt (Audit Skills Training - Level 2) (Self-Study) (20SS-0017)*Typical audit procedures related to accounts payable and accrued expenses, including the search for unrecorded liabilities*Evaluating accrued estimates*Key controls related to liabilities*Auditing debt, including compliance with covenants*Determining the proper classification of debt*Proper form of noncompliance waiver letters*Impact of noncompliance on disclosures |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0018: Surgent's Analytical Procedure Fundamentals (Audit Skills Training - Level 2) (Self-Study) (20SS-0018)*Establishing expectations for analytic procedures*Identifying risk of material misstatement through preliminary analytic review procedures*Ensuring sufficient appropriate audit evidence is gathered through final overall analytic review*Properly designing, documenting and evaluating the results of substantive analytic review procedures*Disaggregating substantive analytics for stronger results*Factors impacting the design of substantive analytic procedures*Common pitfalls in performing substantive analytic procedures |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0019: Surgent's Sampling Fundamentals (Audit Skills Training - Level 2) (Self-Study) (20SS-0019)*Types of sampling and sampling risk*Attribute testing for tests of controls and compliance*Variable sampling for substantive assurance*Differentiating statistical and nonstatistical sampling approaches*Determining sample sizes in a Single Audit compliance audit |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0020: Surgent's Financial Statement Fundamentals (Audit Skills Training - Level 2) (Self-Study) (20SS-0020)*Objective of financial reporting*Inter-relationships of financial statements and disclosures*Accounting changes*Special purpose framework financial statements and audits*Types of audit reports*Example audit reports*Financial statement issuance process*Performing a final quality control check before report release |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0021: Surgent's Independence: Nonattest and Attest Services (Audit Skills Training - Level 3) (Self-Study) (20SS-0021)*Overview of the PEEC Conceptual Framework*Familiarity, self-interest, self-review and other independence threats*General requirements and management responsibilities when performing both attest and non-attest services*Safeguards for common independence threats |
| Self-Study | | Format: On-Demand | 3 CPE / 3 Ethics | |
| 20SS-0022: Surgent's Assessing Fraud Risk in a Financial Statement Audit (Audit Skills Training - Level 3) (Self-Study) (20SS-0022)*Explain the expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting fraud*Fraud inquiries and engagement team discussion points*Identifying and responding to fraud risk on an audit*Testing journal entries and other tests for management override*Fraud communications |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0023: Surgent's Identifying and Evaluating Audit Risk (Audit Skills Training - Level 3) (Self-Study) (20SS-0023)*Overview of the risk-based audit process*How the elements of the audit risk formula interrelate*Emphasis on overall risk, fraud risk, and control risk*Linking the assessed risk of material misstatement to the detailed audit plan*Documenting risk assessment conclusions and responses |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0024: Surgent's Internal Control Testing for Operating Effectiveness (Audit Skills Training - Level 3) (Self-Study) (20SS-0024)*Interrelationships of the COSO Internal Control -- Integrated Framework*Leveraging both preventive and detective control activities*SAS requirements related to testing controls for operating effectiveness*Designing the nature, timing and extent further audit procedures*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control*Leveraging audit evidence available through Service Organization Control Reports*General computer control considerations |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0025: Surgent's Auditing Common Investments (Audit Skills Training - Level 3) (Self-Study) (20SS-0025)*Overview of common investment types*Typical audit risks and related audit procedures*Investments in other entities*Understanding common 'plain vanilla' derivatives, like interest rate swaps*Fair value disclosure, including applying the fair value hierarchy |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0026: Surgent's Auditing Revenue Recognition (Audit Skills Training - Level 3) (Self-Study) (20SS-0026)*Generally accepted accounting principles related to sales, including the new revenue recognition model*Using analytic procedures to identify and respond to risk of material misstatement related to sales*Common revenue recognition fraud schemes and potential audit responses*Installment sales and multiple element arrangement special considerations*Audit responses to significant risks requiring special audit consideration |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0027: Surgent's Substantive Analytic Procedures (Audit Skills Training - Level 3) (Self-Study) (20SS-0027)*How analytic procedures enhance audit quality*Elements of strong analytic procedures*Selecting the proper analytic, and altering the strength for the intended purpose*Disaggregating data to make more informed expectations*Evaluating the data used in generating expectations, including corroborating inquiry*Improving 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 | |
| 20SS-0028: Surgent's Financial Reporting Complex Issues (Audit Skills Training - Level 3) (Self-Study) (20SS-0028)*Important considerations when drafting the statement of cash flows *Properly treating more complex transactions and events in the statement of cash flows*Emphasis-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 | |
| 20SS-0029: Surgent's Fraud in Smaller and Mid-Size Environments (Audit Skills Training - Level 4) (Self-Study) (20SS-0029)*Fraud trends per the Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and Abuse*Real-life examples of fraud in smaller-entity and nonprofit environments.*Cyber-security risks of fraud*Responsibilities 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 | |
| 20SS-0030: Surgent's Responsibilities When Reviewing Workpapers (Audit Skills Training - Level 4) (Self-Study) (20SS-0030)*Documentation as a means of audit quality*Responsibilities of the workpaper reviewer*Important tips for providing reviews notes that will promote an effective and efficient financial statement audit*Appropriate 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 | |
| 20SS-0031: Surgent's Assessing Risk for a Higher Quality Audit (Audit Skills Training - Level 4) (Self-Study) (20SS-0031)*Overview of the audit process*Linking risk of material misstatement to the detailed audit plan*Tailoring standard audit programs based on assessed risk*Engagement team discussion agenda items and best practices*Evaluating the appropriateness of audit evidence *Common efficiency considerations by audit area |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0032: Surgent's Internal Control Advanced Concepts (Audit Skills Training - Level 4) (Self-Study) (20SS-0032)*Evolution of internal control concepts*Revamped 2013 COSO Internal Control -- Integrated Framework*Designing an adequate "umbrella" of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or error*Specific 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 | |
| 20SS-0033: Surgent's Auditing Estimates (Audit Skills Training - Level 4) (Self-Study) (20SS-0033)*Identifying areas of estimation uncertainty*Assessing risk of material misstatement related to estimates, and testing the estimation process*Auditing point estimate and range estimates*Applying audit procedures to common areas of estimation*Evaluating the results of audit procedures for possible audit adjustment*Smaller entity audit considerations |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0034: Surgent's Maximizing Analytic Procedure Audit Evidence (Audit Skills Training - Level 4) (Self-Study) (20SS-0034)*Financial statement analysis, and communicating insights to financial statement users*Improving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatement*Developing expectations*Detecting earnings management and other risks through analytic procedures*Documenting results and conclusions |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0035: Surgent's Performing Research -- FASB Codification (Audit Skills Training - Level 5) (Self-Study) (20SS-0035)*Structure of the Codification*Editorial style and standards used to ease research and understanding of the accounting and financial reporting requirements*Features available in the basic and professional views to make research easier*Practice exercises using the Codification to research technical issues |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0036: Surgent's Client and Engagement Management (Audit Skills Training - Level 4) (Self-Study) (20SS-0036)*Importance of quality control on audits*Why budgets are not used, and how to overcome the barriers to success*Determining useful budget amounts to use as a tool*Better engagement scheduling tips for improved efficiency*Making sure the client is ready on the first day of the audit*Delegating for professional development and leveraging audit hours*Handling difficult delegation scenarios*Better engagement wrap-up tips and techniques |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0037: Surgent's Desired Traits of In-Charges, Seniors and Supervisors (Audit Skills Training - Level 5) (Self-Study) (20SS-0037)*Improving a firm's financial results be improving effective and efficient audits*Transforming the audit through creative thinking*Managing change for positive outcomes*Retaining client through ensuring exceptional service*Developing other professional through mentoring, counseling and delegation |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0038: Surgent's Communicating Internal Control Deficiencies (Audit Skills Training - Level 5) (Self-Study) (20SS-0038)*The required communication of internal control matters noted on an audit*Evaluating the severity of identified deficiencies, including consideration of qualitative considerations*Elements to include in the letter or report including internal control matters*Components of a well-written internal control comment*Better writing tips and techniques |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0039: Surgent's Auditing Complex Investment Types (Audit Skills Training - Level 5) (Self-Study) (20SS-0039)*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 | |
| 20SS-0040: Surgent's Auditing Impairment of Long-Lived Assets (Audit Skills Training - Level 5) (Self-Study) (20SS-0040)*Indicators of impairment*Steps in recoverability testing for long-lived assets held and used*Grouping assets held and used*Allocating impairment loss and disclosures*Testing indefinite lived intangibles for impairment, including goodwill*Valuation techniques for comparing fair value to goodwill*Accounting standard changes on the horizon |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0041: Surgent's Auditing Contingencies and Going Concern (Audit Skills Training - Level 4) (Self-Study) (20SS-0041)*Overview of contingencies and related disclosures*Identifying and determining proper accounting treatment for litigation, claims and assessments*Evaluating the sufficiency of attorney's letter responses for audit evidence*Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time*Auditing managements assumptions in making the going concern evaluation*Proper application of the liquidation basis of accounting |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0042: Surgent's Modified Audit Reports & Other Special Considerations (Audit Skills Training - Level 5) (Self-Study) (20SS-0042)*Examples of differing opinions in comparative financial statements*Example modified audit opinions, including qualified, adverse and disclaimer of opinion*Emphasis-of-matter and other-matter explanatory paragraphs in a modified audit report*Initial audit engagements, including predecessor auditor considerations and audit report impact*Group audit engagements, including the impact of a component auditor on the group audit report*The impact of using the work of others on an audit report |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0043: Surgent's Special Audit Engagements Requiring Contractual or Regulatory Reporting (Audit Skills Training - Level 5) (Self-Study) (20SS-0043)*Sarbanes-Oxley Act of 2002 overview of key requirements*Performing compliance audits in conjunction with the financial statement audit, including Single Audit and Compliance with Contractual Requirements*Letters to Underwriters and Filings with the SEC for non-issuers*Examples of various compliance reports |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0044: Surgent's Coaching Staff to Stay on the Right Track (Audit Skills Training - Level 5) (Self-Study) (20SS-0044)*Different ways to appropriately motivate others for performance, including nonmonetary awards*Modifying coaching style to the various specific situation, considering both task and relationship factors*Tips for engaging in difficult conversations with others, including staff, peers, supervisors and clients*Giving constructive negative feedback to staff, including creating an action plan for improvement |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0045: Surgent's Reviewing Workpapers -- Avoiding Deficient Audits (Audit Skills Training: Level 6) (Self-Study) (20SS-0045)*Common peer review deficiencies*Important considerations of second-level and other upper-level reviewers*Quality Control Standards requirements*PCAOB Inspections *Identifying potential peer review issues |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0046: Surgent's Value-Added Internal Control Communications (Audit Skills Training - Level 6) (Self-Study) (20SS-0046)*Importance of placing a priority on being a value-added business advisor*Identifying business advisory matters*Anticipating and preventing internal control issues related to reliable financial reporting, operational efficiency or compliance*Communicating financial analysis*Tips for cross-selling additional services |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0047: Surgent's Adapting Different Personality Styles (Audit Skills Training - Level 6) (Self-Study) (20SS-0047)*Defining primary personality style characteristics*Determining your own primary personality style, and the style of others you interact with*Effectively interacting with various personality styles*Leveraging 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 | |
| 20SS-0048: Surgent's Accounting and Auditing Update (Audit Skills Training - Level 6) (Self-Study) (20SS-0048)*U.S. GAAP modifications specific to nonpublic business entities*FASB Accounting Standards Updates with open effective dates, including revenue recognition and leases*Recently issued Clarified Auditing Standards*Other relevant matters |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0049: Surgent's The Art of Discipline and Getting Things Done (Audit Skills Training - Level 7) (Self-Study) (20SS-0049)*Creating a culture of discipline*Project and time management best practices*Avoiding common time wasters*Tips for both getting -- and staying -- organized*Managing stress for yourself and others*Managing productive meetings |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0050: Surgent's Making Rain -- Client Service and Selling to Prospects (Audit Skills Training - Level 7) (Self-Study) (20SS-0050)*Continue marketing to existing clients*How to better connect with existing and prospective clients*Motivating prospective clients to engage with your firm*Methods for building value perceptions with existing and prospective clients*Differentiating your firm from the competition, including translating features into benefits*Handling objections and closing a sale |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0051: Surgent's Critical Performance Measures (Audit Skills Training - Level 7) (Self-Study) (20SS-0051)*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 | |
| 20SS-0052: Surgent's The Balanced Leader-Manager (Audit Skills Training - Level 7) (Self-Study) (20SS-0052)*Differentiating between managing and leading*Assessing your own management and leadership style*Adapting management and leadership styles to the specific circumstances*Becoming a catalyst for positive change*Overcoming barriers to successfully managing and leading*Successfully engaging in difficult conversations to minimize performance issues and conflict |
| Self-Study | | Format: On-Demand | 3 CPE | |
| 20SS-0053: Surgent's Going Concern Uncertainty: Complying with the New Requirements When Preparing or Reporting on Financial Statements (Self-Study) (20SS-0053)*Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 *Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty*The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services*New requirements of SAS No. 132 related to an auditor's responsibility for considering going concern uncertainty |
| Self-Study | | Format: On-Demand | 2 CPE | |
| 20SS-0054: Surgent's Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (Self-Study) (20SS-0054)*Outcomes of the recent FASB and IASB Joint Project related to Leases*Differentiating between accounting and reporting requirements for operating and finance leases*Evaluating possible material misstatement related to lease recognition, measurement, presentation and disclosure |
| Self-Study | | Format: On-Demand | 2 CPE | |
| 20SS-0055: Surgent's Current Issues in Accounting and Auditing: An Annual Update (Self-Study) (20SS-0055)*Recently issued FASB Accounting Standards Updates*Revenue recognition*Leases*Financial instruments*SSARS No. 21, Clarification and Recodification, and other recently issued SSARS*Recently issued AICPA and PCAOB standards*Other important A&A practice matters |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0056: Surgent's Financial Reporting Update for Tax Practitioners (Self-Study) (20SS-0056)*Recent standard setting and consulting activities at the PCC, FASB, ASB, and ARSC*Tax basis financial statements*SSARS No. 21, Clarification and Recodification, and other recently issued SSARS |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0057: Surgent's Financial Reporting Update for Tax Practitioners (Self-Study) (20SS-0057)*Recent standard setting and consulting activities at the PCC, FASB, ASB, and ARSC*Tax basis financial statements*SSARS No. 21, Clarification and Recodification, and other recently issued SSARS |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0059: Surgent's Annual Accounting and Auditing Update (Self-Study) (20SS-0059)*Private company standard setting activities*Recently issued FASB Accounting Standards Updates* Revenue recognition* Leases*Other items on the FASB's Technical Agenda*Recently issued SASs and other AICPA and PCAOB activity*SSARS No. 21, Clarification and Recodification and other recently issued SSARS*Audit quality issues*Other important A&A practice matters |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0060: Surgent's Annual Accounting and Auditing Update (Self-Study) (20SS-0060)*Private company standard setting activities*Recently issued FASB Accounting Standards Updates* Revenue recognition* Leases*Other items on the FASB's Technical Agenda*Recently issued SASs and other AICPA and PCAOB activity*SSARS No. 21, Clarification and Recodification and other recently issued SSARS*Audit quality issues*Other important A&A practice matters |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0061: Surgent's Limited Liability Companies: Losses, Liquidations, Terminations, Continuations, and Sales (Self-Study) (20SS-0061)*When are distributions taxable? *Miscellaneous issues, including the critical difference between Section 736(a) and Section 736(b) payments*Sales of an LLC interest -- holding period and hot asset issues*Tax Cuts and Jobs Act of 2017 partnership and LLC provisions |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0063: Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (20SS-0063)*Single-member limited liability companies as an alternative to subsidiaries*Cancellation of indebtedness: rules and regulations*How the IRS views members or partners for Social Security purposes*Special problems when forming an LLC*Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting "bottom dollar" guarantees*Distributions: is it just a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions*Death or retirement of a member or partner -- Understanding the alternatives*Step-up in basis issues -- How to make the computations and elections*Property transactions between the LLC/LLP and its members or partners -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible?*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, including final regulations, which answer some of the questions not addressed by Section 199A itself |
| Self-Study | | Format: Downloadable PDF | 10 CPE | |
| 20SS-0065: Surgent's Annual Accounting Update (Self-Study) (20SS-0065)*Private Company Standard Setting activities*FASB Accounting Standards Updates*Revenue recognition*Leases*Other important accounting matters |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0067: Surgent's Accounting for Financial Instruments: Making Sense of the FASB'S New Guidance on Impairment, Hedging and Financial Assets and Liabilities (Self-Study) (20SS-0067)*Key provisions of each of the FASB's new Updates related to financial instruments, dealing with recognition and measurement, impairment, and hedging*Differences between the new accounting guidance and existing GAAP related to accounting for financial instruments*Challenges when implementing the FASB's new guidance on financial instruments*Examples of applying the new guidance to real-life situations |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0068: Surgent's Accounting for Financial Instruments: Making Sense of the FASB'S New Guidance on Impairment, Hedging and Financial Assets and Liabilities (Self-Study) (20SS-0068)*Key provisions of each of the FASB's new Updates related to financial instruments, dealing with recognition and measurement, impairment, and hedging*Differences between the new accounting guidance and existing GAAP related to accounting for financial instruments*Challenges when implementing the FASB's new guidance on financial instruments*Examples of applying the new guidance to real-life situations |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0069: Surgent's Accounting for Financial Statement Uncertainty: Estimates, Contingencies and Going Concern (Self-Study) (20SS-0069)*Identifying financial statement areas containing recognition, measurement, presentation, or disclosure uncertainty*Applying common techniques for evaluating the proper accounting treatment of loss contingencies, allowances, accruals, and other areas with recognition and measurement uncertainty*Describing important presentation and disclosure considerations when highlighting uncertainty to financial statement users making economic decisions*Evaluating the adequacy of disclosure of going concern uncertainty under U.S. GAAP |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0070: Surgent's Accounting for Financial Statement Uncertainty: Estimates, Contingencies and Going Concern (Self-Study) (20SS-0070)*Identifying financial statement areas containing recognition, measurement, presentation, or disclosure uncertainty*Applying common techniques for evaluating the proper accounting treatment of loss contingencies, allowances, accruals, and other areas with recognition and measurement uncertainty*Describing important presentation and disclosure considerations when highlighting uncertainty to financial statement users making economic decisions*Evaluating the adequacy of disclosure of going concern uncertainty under U.S. GAAP |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0071: Surgent's AICPA Update (Self-Study) (20SS-0071)*FRF for SMEs™ *SSARS No. 21, Clarification and Recodification, and other recent ARSC Updates*SSARS 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 | |
| 20SS-0072: Surgent's Section 199A: Applications and Challenges in 2019 (Self-Study) (20SS-0072)*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 |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0073: Surgent's Section 199A: Applications and Challenges in 2019 (Self-Study) (20SS-0073)*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 |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0074: Surgent's Mastering Accounting for Income Taxes (Self-Study) (20SS-0074)*The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*Accounting for the impact of the TCJA and other changes in tax law and rates*Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0075: Surgent's Mastering Accounting for Income Taxes (Self-Study) (20SS-0075)*The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*Accounting for the impact of the TCJA and other changes in tax law and rates*Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0077: Surgent's Small Business Guide to the Use of Accounting Methods After Tax Reform (Self-Study) (20SS-0077)*Eligibility for the cash method of accounting*Taxpayers no longer bound to follow the Uniform Capitalization Rules under Section 263A*Taxpayers 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 | |
| 20SS-0078: Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (20SS-0078)*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 entity*Audit 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 | |
| 20SS-0079: Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (20SS-0079)*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 entity*Audit 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 | |
| 20SS-0080: Surgent's Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under Section 754 and Related Provisions (Self-Study) (20SS-0080)*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 | |
| 20SS-0082: Surgent's Annual Auditing Update (Self-Study) (20SS-0082)*Recently issued SASs and Exposure Drafts*SSARS No. 21, Clarification and Recodification*Other ARSC activities related to compilations and reviews*Changes brought by the issuance of SSAE No.18, Attestation Standards: Clarification and Recodification |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0083: Surgent's S Corporation, Partnership and LLC Tax Update (Self-Study) (20SS-0083)*Impact of the Tax Cuts and Jobs Act on S Corporations and partnership entities including coverage of Section 199A*Partnership Audits*Impact of the net investment income tax on the owners of pass-through entities*Basis issues: at-risk, passive activities for partnerships and LLCs*Choice of entity issues: is the C Corporation more of a viable choice after tax reform? Will it become preferred?*A 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 | |
| 20SS-0084: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Self-Study) (20SS-0084)*Impact of the Tax Cuts and Jobs Act on S Corporations and partnership entities including coverage of Section 199A*Partnership Audits*Selected Practice and Reporting Issues: What's new?*A review of the key cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*Choice of entity issues: is the C Corporation more of a viable choice after tax reform? Will it become preferred?*Basis issues: at-risk, passive activities for partnerships and LLCs*Debts between entity and the investors*Impact of the net investment income tax on the owners of pass-through entities*Any late-breaking tax legislation*Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0085: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Self-Study) (20SS-0085)*Impact of the Tax Cuts and Jobs Act on S Corporations and partnership entities including coverage of Section 199A*Section 163(j) 30% business interest limitation*Opportunity Zones*Partnership Audits*Selected Practice and Reporting Issues: What's new?*A review of the key cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*Choice of entity issues: is the C Corporation more of a viable choice after tax reform? Will it become preferred?*Basis issues: at-risk, passive activities for partnerships and LLCs*Debts between entity and the investors*Impact of the net investment income tax on the owners of pass-through entities*Any late-breaking tax legislation*Review of the most important business tax cases, revenue rulings, PLRs, etc. |
| Self-Study | | Format: Downloadable PDF | 12 CPE | |
| 20SS-0086: Surgent's Federal Tax Update (Self-Study) (20SS-0086)*Continuing coverage of tax reform implications related to both individuals and businesses*How the Code affects tax planning for individuals and businesses*Retirement plans and IRAs*Review of pertinent cases and rulings regarding exclusions, character issues, retirement planning, travel and other items affecting your individual taxpayers*Practice aids, including all the numbers applicable for the current year - inflation-adjusted amounts, mileage rates, retirement contributions, and more*Other late-breaking tax law changes |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0087: The Best Federal Tax Update Course by Surgent (Self-Study) (20SS-0087)*Loss limitation rules and the ability to offset income*Bonus depreciation rules and expansion of Section 179*Expansion of number of taxpayers able to use the cash method of accounting*30% business interest limitation*Doubling of estate and gift tax exemption to $22.8M for a married couple*Comprehensive coverage of Section 199A and its alteration of pass-through taxation and planning*Relevant state domicile issues which are quickly becoming a new source of practitioner profit*Virtual currency*Crowdfunding*Overtime update*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*The latest issues related to any other late-breaking tax law changes |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0088: The Best Federal Tax Update Course by Surgent (Self-Study) (20SS-0088)*Section 461 Loss limitation rules and the ability to offset income*Bonus depreciation rules and expansion of Section 179*Opportunity Zones*Expansion of number of taxpayers able to use the cash method of accounting*Section 163(j) 30% business interest limitation*Is the "Employee vs. Independent Contractor" conundrum about to explode?*Comprehensive coverage of Section 199A and its alteration of pass-through taxation and planning*Relevant state domicile issues which are quickly becoming a new source of practitioner profit*Virtual currency*Utilizing the ABLE program*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice reporting, and other issues intertwined with advanced planning and discussion ideas*The latest issues related to any other late-breaking tax law changes |
| Self-Study | | Format: Downloadable PDF | 16 CPE | |
| 20SS-0089: Surgent's Individual Income Tax Update (Self-Study) (20SS-0089)*Section 461 loss limitation rules and the ability to offset income*Section 163(j) 30% business interest limitation*Treatment of state and local taxes*Virtual currency*Opportunity Zones*Education-related provisions*Depreciation changes*Utilizing the ABLE program*Rules on entertainment expenses, including meals*Doubling of estate and gift tax exemption to $22.8M for a married couple*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*The latest issues related to any other late-breaking tax law changes |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0090: The Best Individual Income Tax Update Course by Surgent (Self-Study) (20SS-0090)*Section 461 loss limitation rules and the ability to offset income*Revised home mortgage interest deduction*Treatment of state and local taxes*Virtual currency*Opportunity Zones*Education-related provisions*Depreciation changes*Rules on entertainment expenses, including meals*Doubling of estate and gift tax exemption to $22.8M for a married couple*Comprehensive coverage of the flagship item of tax reform, Section 199A and its alteration of pass-through taxation and planning*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*The latest issues related to any other late-breaking tax law changes |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0091: The Best Individual Income Tax Update Course by Surgent (Self-Study) (20SS-0091)*Section 461 loss limitation rules and the ability to offset income*Section 163(j) 30% business interest limitation*Treatment of state and local taxes*Virtual currency*Opportunity Zones*Education-related provisions*Depreciation changes*Utilizing the ABLE program*Rules on entertainment expenses, including meals*Doubling of estate and gift tax exemption to $22.8M for a married couple*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas*Comprehensive coverage of the flagship item of tax reform, Section 199A and its alteration of pass-through taxation and planning*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*The latest issues related to any other late-breaking tax law changes |
| Self-Study | | Format: Downloadable PDF | 12 CPE | |
| 20SS-0093: Surgent's Key Partnership and S Corporation Tax Planning Strategies (Self-Study) (20SS-0093)*Relevant changes from The Tax Cuts and Jobs Act of 2017 including detailed treatment of Section 199A*Basis planning*Related party transactions: making them work*Income splitting and shifting with family can create considerable benefits |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0094: Surgent's Microsoft Excel 365/Excel 2019: Creating and Formatting Charts (Self-Study) (20SS-0094)*Chart elements*Selecting an embedded Pie chart using Recommended Charts and selecting formatting options for the chart*Selecting a Clustered Column chart using the Quick Analysis feature and selecting formatting options for the chart*Recognizing how to preview and print charts*Methods to change the chart type and subtype*Applying a predefined chart layout and chart style*Adding, selecting, and formatting individual chart elements*Methods to add and remove data and change data orientation*Selecting Line with Markers, Stacked Area, Exploded 3-D Pie, Pie of Pie, and Clustered Column-Line on Secondary Axis, Map, Treemap, Sunburst, and Waterfall charts and identifying ways to format the charts*Recognizing a Sparklines chart and identifying formatting options for the chart*Identifying ways to insert and format a picture and draw and format a shape on a chart |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0095: Surgent's Choosing the Right Business Entity Post-Tax Reform (Self-Study) (20SS-0095)*Businesses operating as a C Corporation *Businesses operating as a pass-through entity *Converting to a C Corporation in 2018 *Adopting S Corporation status*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 | |
| 20SS-0096: Surgent's Microsoft Excel 2016: Creating and Formatting Charts (Self-Study) (20SS-0096)*Identify chart elements*Select an embedded Pie chart using Recommended Charts; select formatting options for the chart*Select a Clustered Column chart using the Quick Analysis feature; select formatting options for the chart *Recognize how to preview and print charts*Select methods to change the chart type and subtype*Identify how to apply a predefined chart layout and chart style*Recognize ways to add, select, and format individual chart elements*Select methods to add and remove data and change data orientation*Select 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 | |
| 20SS-0097: Surgent's Winning the Fraud Battle in the 21st Century: Prevention and Detection (Self-Study) (20SS-0097)*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; Errors & Irregularities -- Does the auditor determine if fraud occurs?*Power of morale -- Shrink the fraud triangle; Motivation*Deviant workplace behavior*Historic schemes*Why good folks go bad -- What studies indicate; Five interesting findings; Red flags*Combating fraud with controls*Fraud prevention checklists |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0099: Surgent's Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (20SS-0099)*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: Downloadable PDF | 16 CPE | |
| 20SS-0100: Surgent's Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (20SS-0100)*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 | |
| 20SS-0101: Surgent's A Complete Guide to the New Yellow Book (Self-Study) (20SS-0101)*When is the auditor required to follow the Yellow Book (a.k.a., Government Auditing Standards, or GAGAS)?*How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements*The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform*The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more)*The Yellow Book requirements related to the performance of and reporting on a financial audit*The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0102: Surgent's A Complete Guide to the New Yellow Book (Self-Study) (20SS-0102)*When is the auditor required to follow the Yellow Book (a.k.a., Government Auditing Standards, or GAGAS)?*How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements*The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform*The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more)*The Yellow Book requirements related to the performance of and reporting on a financial audit*The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0104: Surgent's Non-GAAP Financial Statement Options: Cash, Modified Cash and Tax Basis (Self-Study) (20SS-0104)*An introduction to special purpose frameworks*Authoritative and non-authoritative guidance used to prepare SPF financial statements*Common issues in preparing SPF financial statements*Cash basis and modified cash basis financial statements*Income tax basis financial statements*The AICPA's new special purpose framework -- FRF for SMEsTM |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0105: Surgent's Preparation and Compilation Engagements under the SSARS (Self-Study) (20SS-0105)*Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24*Comprehensive sample engagement work programs for preparation and compilation engagements*Prescribed form, specified line item, pro forma, and other engagement variations*Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements*SSARS No. 21 implementation issues and peer review feedback |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0106: Surgent's Preparation and Compilation Engagements under the SSARS (Self-Study) (20SS-0106)*Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24*Comprehensive sample engagement work programs for preparation and compilation engagements*Prescribed form, specified line item, pro forma, and other engagement variations*Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements*SSARS No. 21 implementation issues and peer review feedback |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0107: Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Self-Study) (20SS-0107)*Why Forecasts and Budgets are Frequently Wrong: *Behavioral finance *Improper goal setting *Games *Continuing the status quo *Traditional budgeting techniques *Incorporating Strategy into Budgets: *Improving measurement systems *Common errors *Developing strategic measurements *Strategies vs. non-strategies *Expanding the Budgeting Framework: *Quarterly and rolling forecasts *Mission-based budgeting *Zero-based budgeting *Post-completion evaluations *Contingency planning *Identifying improvements *Big Data: *Definition *Challenges *Goals *Current uses/examples *Sources of information *Analytical Tools: *Ratio analysis *Benchmarking *Pareto analysis *What If analysis *Trend analysis *Regression *Simulation |
| Self-Study | | Format: On-Demand | 2 CPE | |
| 20SS-0108: Surgent's Construction Contractors: Critical Accounting, Auditing and Tax Issues (Self-Study) (20SS-0108)*Overall landscape of the construction industry *GAAP and recent changes affecting the construction industry *The new Revenue Recognition Standard and its impact on the construction industry*Unique 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 industry*The new lease FASB ASC and its impact on the construction industry |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0109: Surgent's Controllership Skills Update: Risk Management (Self-Study) (20SS-0109)*Rethinking Risk Management: *Historic view *Challenges *Rules *Recent lessons *Required skills *Sources of Risk: *Economy *Competitors *Operations *Investments *Strategy *Compensation *Routine practices *Unethical behavior. *Enterprise Risk Management (ERM): *Defining ERM *Areas of focus *Implementation *Planning for disasters *Business continuity *Contingencies *Analytical Tools: *Post-completion evaluations *Simulation *Z-score *Hedging *Brainstorming *Mind mapping *Delphi technique |
| Self-Study | | Format: On-Demand | 2 CPE | |
| 20SS-0110: Surgent's Key COSO Concepts: Managing Risk to Achieve Your Business Objectives (Self-Study) (20SS-0110)*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 | |
| 20SS-0111: Surgent's Key COSO Concepts: Managing Risk to Achieve Your Business Objectives (Self-Study) (20SS-0111)*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 | |
| 20SS-0113: Surgent's Calculating a Partner's or LLC Member's Basis (Self-Study) (20SS-0113)*How to determine partner basis in a partnership or multiple member limited liability company treated as a partnership*Specific positive and negative partner/member basis adjustments *The ordering rules for making multiple basis adjustments *The treatment of recourse and nonrecourse liabilities as components of basis |
| Self-Study | | Format: On-Demand | 2 CPE | |
| 20SS-0114: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Self-Study) (20SS-0114)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0115: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Self-Study) (20SS-0115)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0116: Surgent's Compilation and Review Overview (Self-Study) (20SS-0116)*Objectives of financial statement preparation, compilation, and review engagements*SSARS No. 21, Clarification and Recodification*Components and characteristics of financial statement preparation, compilation, and review engagements*Accepting 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 | |
| 20SS-0117: Surgent's Guide and Update to Compilations, Reviews and Preparations (Self-Study) (20SS-0117)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 22, Compilation of Pro Forma Financial Information*Comprehensive sample engagement work programs for every level of SSARS No. 21 service*Complete illustrations of engagement letters, management representation letter, reporting and other required communications for every level of SSARS No. 21 service*Quality issues related to SSARS No. 21 engagements*Other current ARSC agenda items and projects |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0118: Surgent's Guide and Update to Compilations, Reviews and Preparations (Self-Study) (20SS-0118)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 22, Compilation of Pro Forma Financial Information*Comprehensive sample engagement work programs for every level of SSARS No. 21 service*Complete illustrations of engagement letters, management representation letter, reporting and other required communications for every level of SSARS No. 21 service*Quality issues related to SSARS No. 21 engagements*Other current ARSC agenda items and projects |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0119: Surgent's Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (Self-Study) (20SS-0119)*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 | |
| 20SS-0120: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Self-Study) (20SS-0120)*Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The new Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The new lease FASB ASC and its impact on the construction industry |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0121: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Self-Study) (20SS-0121)*Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The new Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The new lease FASB ASC and its impact on the construction industry |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0122: Surgent's Simplifying the Complex: Making Sense of Accounting for Debt and Equity Instruments (Self-Study) (20SS-0122)*Distinguishing characteristics of debt and equity instruments*Accounting challenges posed by hybrid financial instruments*Recognition and ongoing accounting for basic and complex financial instruments*Impact of new and proposed accounting standards on these accounting models |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0123: Surgent's New Depreciation Rules for Bonus and Section 179 Expensing After Tax Reform (Self-Study) (20SS-0123)*Section 179*Bonus depreciation*Listed 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 | |
| 20SS-0124: Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (20SS-0124)*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 | |
| 20SS-0125: Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (20SS-0125)*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 | |
| 20SS-0126: Surgent's LLCs & Partnerships: Distributions Under IRC Section 731 (Self-Study) (20SS-0126)*Taxation of current and liquidating partnership distributions*Tax treatment of cash distributions from a partnership to a partner*Tax treatment of non-cash property distributionsby a partnership*When a partner recognizes gain or loss resulting from a partnership distribution *Disguised sale rules as they apply to partnership distributions |
| Self-Study | | Format: On-Demand | 2 CPE | |
| 20SS-0128: Surgent's Ethics for Tax Professionals (Self-Study) (20SS-0128)*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 | |
| 20SS-0129: Surgent's Food, Beverage and Entertainment Expensing After Tax Reform (Self-Study) (20SS-0129)*New rules relating to the deductibility of activities considered entertainment, amusement, or recreation and membership dues/professional dues*Deductibility of food and beverage expenses*Qualified transportation expenses*Deduction for facilities expenses |
| Self-Study | | Format: On-Demand | 2 CPE | |
| 20SS-0130: Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Self-Study) (20SS-0130)*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 | |
| 20SS-0131: Surgent's Preparing Not-for-Profit Financial Statements Under ASU No. 2016-14 (Self-Study) (20SS-0131)*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*Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more*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 | 8 CPE | |
| 20SS-0132: Surgent's Preparing Not-for-Profit Financial Statements Under ASU No. 2016-14 (Self-Study) (20SS-0132)*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*Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more*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: On-Demand | 8 CPE | |
| 20SS-0133: Surgent's General Ethics for Tax Practitioners (Self-Study) (20SS-0133)* 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 limitations apply with respect to a written tax opinion?* What sanctions may be applied for violations of Service imposed standards of conduct? |
| Self-Study | | Format: Downloadable PDF | 2 CPE / 2 Ethics | |
| 20SS-0134: Surgent's Ethics of Tax Return Preparation (Self-Study) (20SS-0134)* What is the impact of the Emergency Economic Stabilization Act of 2008? * Who is a tax return preparer? * 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 on an income tax return apply to taxpayers? * What Internal Revenue Code penalty provisions associated with positions taken on 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 | 2 CPE / 2 Ethics | |
| 20SS-0135: Surgent's Microsoft Excel 365 and Excel 2019: Getting Started with Excel (Self-Study) (20SS-0135)*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 Excel*Lesson 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 | |
| 20SS-0136: Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (20SS-0136)*Criteria that the IRS uses to select returns for examination*Worker classification determinations on who is an employee and who is an independent contractor*S Corporation officer's reasonable compensation issues*Responsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0137: Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (20SS-0137)*Criteria that the IRS uses to select returns for examination*Worker classification determinations on who is an employee and who is an independent contractor*S Corporation officer's reasonable compensation issues*Responsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0138: Surgent's Hot IRS Tax Examination Issues for Individuals and Businesses (Self-Study) (20SS-0138)*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 documentation*Passive 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 | |
| 20SS-0139: Surgent's Microsoft Excel 365/Excel 2019: Useful Functions for CPAs (Self-Study) (20SS-0139)*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*IF, AND, and IFNA Logical functions*Using the Quick Analysis feature to quickly insert row and column totals is also discussed |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0140: Surgent's Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (Self-Study) (20SS-0140)*The current GAAS requirements related to fraud found in AU Section 240, Consideration of Fraud in a Financial Statement Audit*The current Yellow Book requirements related to fraud and abuse*Common conditions that indicate the financial statements may contain a material misstatement from fraud and fraud risk factors frequently observed in not-for-profit entities and governments*Recent frauds that occurred in not-for-profit entities involving: the theft of cash; falsified billings; improper use of credit cards; the redirection of cash and non-cash contributions; conversion of assets; the redirection of benefits; grant-related fraud; and travel and expense reporting fraud*Recent frauds that occurred in governments involving: falsified applications for benefits; payroll fraud; vendor fraud; kickbacks; workers' compensation and risk management frauds; purchase card abuse; providing government services for personal benefit; misappropriation of utility payments; and theft of assets*Tools for fraud prevention and detection |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0141: Surgent's Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (Self-Study) (20SS-0141)*The current GAAS requirements related to fraud found in AU Section 240, Consideration of Fraud in a Financial Statement Audit*The current Yellow Book requirements related to fraud and abuse*Common conditions that indicate the financial statements may contain a material misstatement from fraud and fraud risk factors frequently observed in not-for-profit entities and governments*Recent frauds that occurred in not-for-profit entities involving: the theft of cash; falsified billings; improper use of credit cards; the redirection of cash and non-cash contributions; conversion of assets; the redirection of benefits; grant-related fraud; and travel and expense reporting fraud*Recent frauds that occurred in governments involving: falsified applications for benefits; payroll fraud; vendor fraud; kickbacks; workers' compensation and risk management frauds; purchase card abuse; providing government services for personal benefit; misappropriation of utility payments; and theft of assets*Tools for fraud prevention and detection |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0142: Surgent's FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide (Self-Study) (20SS-0142)*Private company standard setting activities*FASB Accounting Standards Updates (ASUs) relevant to smaller businesses*Revenue recognition implementation guidance*Lease accounting implementation guidance*Overview of recent FASB Updates on financial instruments*Other important practice matters to practitioners who serve small and medium-size businesses, including cybersecurity and technology trends |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0143: Surgent's Microsoft Excel 2016: Working with Formulas and Functions (Self-Study) (20SS-0143)*Identify basic formula and function syntax*Recognize formulas pasted with relative references*Select status bar options and Sum (AutoSum) for quick calculations*Recognize formulas pasted with mixed or absolute references*Identify formula results pasted as values*Select worksheets for grouping and entering formulas*Select Formula AutoComplete to create formulas with 3-D references*Select buttons from the Function Library to insert functions in formulas*Select defined names as function arguments*Select conditional formatting to formulas' results*Recognize the Error Checking feature and the Trace Error icon; identify and correct common errors*Select the Formula Auditing tools to trace a formula's precedent and dependent cells*Identify and resolve a circular reference*Select color-coded cell borders to correct a cell reference error in a formula*Identify how to step through a nested formula*Identify how to use the Watch Window and other tools to analyze, protect, and hide formulas |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0144: Surgent's Proven Controls to Steer You Clear of Fraud (Self-Study) (20SS-0144)*Fraud's cost -- ACFE's Report to the Nations; Ancillary costs*Why good folks go bad -- What studies indicate; Five interesting findings; Red flags*Combating fraud with controls*Fraud checklists |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0145: Surgent's Statement of Cash Flows: Preparation Guidance and Presentation Illustrations (Self-Study) (20SS-0145)*FASB ASC 230, Statement of Cash Flows*The indirect and direct methods for preparing the operating section*Operating activities, investing activities, and financing activities*Disclosure requirements and issues*Recent ASUs impacting the preparation of the statement of cash flows |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0146: Surgent's Recent Frauds Occurring in Not-for-Profit Entities and Governments (Self-Study) (20SS-0146)*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 | |
| 20SS-0147: Surgent's Understanding the Foreign Account Tax Compliance Act (Self-Study) (20SS-0147)*Taxpayers required to file Form 8938*Specified foreign financial assets reportable on Form 8938 *FATCA reporting thresholds for those individuals living in the United States and those living abroad*FATCA treatment of jointly owned reportable assets*Meaning of a reportable "interest" in a specified foreign financial interest*Valuing specified foreign financial assets*Notable exceptions from the requirement to file Form 8938*Mechanics of filing Form 8938*Penalties for failure to file*Form 8938 and the FBAR*Foreign Institutional reporting under FATCA |
| Self-Study | | Format: On-Demand | 2 CPE | |
| 20SS-0148: Surgent's Report of Foreign Bank and Financial Accounts (Self-Study) (20SS-0148)*New filing date for FinCen Form 114*Individuals required to file FinCen Form 114*Reporting thresholds for FinCen Form 114*Penalties for failure to file a required FinCen Form 114*Offshore 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 | |
| 20SS-0149: Surgent's Revenue Recognition, Leases and Financial Instruments: The FASB's "Big Three" (Self-Study) (20SS-0149)*The FASB's comprehensive new revenue recognition standard, Topic 606, Revenue from Contracts with Customers, and recent updates to the standard*The 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 guidance*Overall lease accounting guidance *Lessee vs. Lessor accounting*The FASB's issued ASUs relating to financial instruments on recognition and measurement, impairment, and hedging |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0150: Surgent's Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-through Entities (Self-Study) (20SS-0150)*Tier 1: Basis limitations for S Corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S Corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The new excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new section 461(l)) |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0151: Surgent's Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-through Entities (Self-Study) (20SS-0151)*Tier 1: Basis limitations for S Corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S Corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The new excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new section 461(l)) |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0152: Surgent's FASB Update: New and Recent Accounting Standards Updates (Self-Study) (20SS-0152)*Recently issued FASB Accounting Standards Updates*ASC 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 | |
| 20SS-0153: Surgent's Annual FASB Update and Review (Self-Study) (20SS-0153)*Private company standard setting activities*Recent FASB Accounting Standards Updates (ASUs)*Revenue Recognition -- Topic 606, Revenue from Contracts with Customers, and its related updates*Topic 842, Leases*Other recently issued FASB Updates |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0154: Surgent's The Most Dangerous Elements of a GAAS Audit (Self-Study) (20SS-0154)*The documentation standard to which auditors are held (AU-C section 230)*The auditor's responsibility related to fraud (AU-C section 240)*Properly applying the core risk assessment standards (AU-C sections 315 and 330)*Assessing and effectively communicating internal control deficiencies (AU-C section 265)*Audit conclusions and reporting (several AU-C sections in the 700s) |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0155: Surgent's The Most Dangerous Elements of a GAAS Audit (Self-Study) (20SS-0155)*The documentation standard to which auditors are held (AU-C section 230)*The auditor's responsibility related to fraud (AU-C section 240)*Properly applying the core risk assessment standards (AU-C sections 315 and 330)*Assessing and effectively communicating internal control deficiencies (AU-C section 265)*Audit conclusions and reporting (several AU-C sections in the 700s) |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0157: Surgent's How to Do a GAAS Audit (Self-Study) (20SS-0157)*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 process*Important considerations, determinations and requirements that pertain to each of the seven facets of an audit*How 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 | |
| 20SS-0158: Surgent's How to Do a GAAS Audit (Self-Study) (20SS-0158)*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 process*Important considerations, determinations and requirements that pertain to each of the seven facets of an audit*How 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 | |
| 20SS-0160: Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Self-Study) (20SS-0160)*Pricing and costing strategies*Expense control that works*Better credit decisions*Financial risk analysis*Enterprise risk management*Use and misuse of derivatives*Improving bank relationships and cash management |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0163: Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (20SS-0163)*The key changes and challenges contained in the new 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*Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 83, Certain Asset Retirement Obligations; GASB No. 84, Fiduciary Activities; GASB No. 87, Leases; and GASB No. 88, Certain Disclosures Related to Debt, Including Direct Borrowings and Direct Placements*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 recent FASB ASUs on contributions, revenue recognition, and leases will have on nonprofits |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0164: Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (20SS-0164)*The key changes and challenges contained in the new 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*Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 83, Certain Asset Retirement Obligations; GASB No. 84, Fiduciary Activities; GASB No. 87, Leases; and GASB No. 88, Certain Disclosures Related to Debt, Including Direct Borrowings and Direct Placements*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 recent FASB ASUs on contributions, revenue recognition, and leases will have on nonprofits |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0165: Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (20SS-0165)*Statutory employees, independent contractors, and possible changes to Section 530 relief*Using SS-8*Payroll Tax Penalties -- Who is a responsible person?*Forms W-2, 1099, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0166: Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (20SS-0166)*Statutory employees, independent contractors, and possible changes to Section 530 relief*Using SS-8*Payroll Tax Penalties -- Who is a responsible person?*Forms W-2, 1099, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0167: Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Self-Study) (20SS-0167)*Financial statement disclosures for small and medium-sized businesses*Balance sheet, income statement, and statement of cash flows presentation and disclosure issues*Disclosure examples from all sized entities which you can use to base your disclosures on*Developing disclosure issues, including disclosures related to the adoption of Topic 606 |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0169: Surgent's Latest Developments in Governmental Accounting and Auditing (Self-Study) (20SS-0169)*The key changes and challenges contained in the new 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*Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 83, Certain Asset Retirement Obligations; GASB No. 84, Fiduciary Activities; GASB No. 87, Leases; and GASB No. 88, Certain Disclosures Related to Debt, Including Direct Borrowings and Direct Placements |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0170: Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Self-Study) (20SS-0170)*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*Qualified plan requirements: eligibility, coverage, and vesting |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0172: Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLCs (Self-Study) (20SS-0172)*Applicable coverage of any basis considerations within the Tax Cuts and Jobs Act, or other recent tax legislation enacted before the presentation*Discuss new pass-through basis calculations required as attachments to certain individual returns*Excess business losses and new rules for NOLs*How 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 | |
| 20SS-0173: Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Self-Study) (20SS-0173)*Applicable coverage of any basis considerations within the Tax Cuts and Jobs Act, and other recent tax legislation enacted before the presentation*Discuss new pass-through basis calculations required as attachments to certain individual returns*Executor'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 use*How to calculate basis of inherited and joint tenancy property*Excess business losses and new rules for NOLs*S 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 | |
| 20SS-0174: Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Self-Study) (20SS-0174)*Applicable coverage of any basis considerations within the Tax Cuts and Jobs Act, and other recent tax legislation enacted before the presentation*Discuss new pass-through basis calculations required as attachments to certain individual returns*Executor'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 use*How to calculate basis of inherited and joint tenancy property*Excess business losses and new rules for NOLs*S 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 | |
| 20SS-0175: Surgent's Tax Aspects of Home Offices and Vacation Homes (Self-Study) (20SS-0175)*Mixed use of a residence: how deductions are limited in rental situations*Home office: qualification and calculation*Strategies and planning for renting your principal residence instead of selling it*Why buying a vacation home can be a very smart investment*Should you rent or just use your vacation home? Opportunities and pitfalls*Rules for using like-kind exchanges on principal residences and vacation homes*Understanding the tax rules for acquisition indebtedness and home equity indebtedness*Maximizing your interest expense deduction in light of limitations in the tax code |
| Self-Study | | Format: Downloadable PDF | 2 CPE | |
| 20SS-0176: Surgent's How to Settle an Estate: An Overview (Self-Study) (20SS-0176)*Process of estate administration, including the basics of creating the estate, the role of the executor, and how to probate a will*Steps to take immediately upon the death of the decedent and the importance of inventorying the estate assets*Problems associated with the distribution of estate assets*Utilizing family settlement agreements |
| Self-Study | | Format: Downloadable PDF | 2 CPE | |
| 20SS-0177: Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Self-Study) (20SS-0177)*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 | |
| 20SS-0178: Surgent's Understanding the High Stakes Mega Issues in A&A Today (Self-Study) (20SS-0178)*Accounting and operational impacts of adopting Topic 606*Accounting and operational impacts of adopting ASU No. 2016-02*Accounting for the added income statement volatility resulting from recent FASB ASUs on financial instruments and stock-based compensation*Business impact on both large and small companies of applying the FASB's recent guidance on consolidations*The accounting, business, and operational impact of other new or proposed ASUs*Emerging issues impacting the accounting profession |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0179: Surgent's IA Module 1: Gateway to Excellence in Internal Auditing: A Vital Introduction and Orientation to the Profession (Self-Study) (20SS-0179)*Introduction to the Internal Audit Profession*Institute of Internal Auditors (IIA) Overview *International Professional Practices Framework (IPPF) *The Vital Mission of Internal Auditing*Essential Internal Audit Guidance / Standards Primer |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0180: Surgent's IA Module 2: Strategic Roles, Positioning, and Attributes of High Impact Audit Groups (Self-Study) (20SS-0180)Independence / objectivity and the internal audit functionInternal audit organizational reporting structure(s)Major roles and responsibilities of the internal audit activity and its members Effective oversight of the internal audit groupClarity and alignment of internal audit organizational governance/ documentation and messaging (including its charter, reporting lines/ structure, and policies/ procedures) Required knowledge, skills, and competencies of a high-quality internal audit groupOrientation and ongoing training / development needs of internal auditors (at all levels) |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0181: Surgent's IA Module 3: Critical Knowledge Foundations for Internal Auditors: Governance, Risk Management and Control (GRC) (Self-Study) (20SS-0181)*Governance, Risk Management, and Compliance/Control (GRC) -- Internal Auditor's positioning, roles, and responsibilities *IIA GRC guidance overview*COSO (Committee of Sponsoring Organizations) history, guidance, and frameworks overviews*Critical knowledge foundations and fundamentals: *Governance *Risk Management/Enterprise Risk Management (ERM) *Internal Control *Compliance *Fraud Deterrence/Fraud Risk Management *IT/Cyber security risks/controls*Effective GRC coverage related alignment/integration opportunities and strategies for IAs*Industry specific guidance/ considerations |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0182: Surgent's IA Module 4: Maximizing Internal Audit (IA) Value, Coverage, Assurance and Reliance (Self-Study) (20SS-0182)*IAs' unique and vital value-adding propositions*SOX (Sarbanes Oxley Act) impact on the (Internal and External) auditing profession*Key IA assurance coverage roles and responsibilities regarding: *Strategic and entity-level controls and objectives *Internal Control over Financial Reporting (ICFR) *Operations efficiency and effectiveness *Compliance with laws and regulations *Optimizing Internal/External Audit (and other Independent Assurance Activities) coordination and reliance (for SOX and non-SOX engagements): *Maximizing assurance coverage efficiencies and effectiveness *Achieving excellence in stakeholder servicing and value adding |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0183: Surgent's IA Module 5: Internal Audit (IA) Risk Assessment and Planning (Self-Study) (20SS-0183)*IA program foundation(s): IA risk assessment and planning *IA Risk Assessment and Planning Standards review*Enterprise (macro) level internal audit risk assessment and planning including entity level/ wide audit scope, frequency and objectives determinations*Process and engagement (micro) level risk assessment and planning, including the alignment and integration with enterprise risk assessment, planning and engagement level scope and objectives determinations*Engagement level scope and objectives determinations*Internal control design and documentation fundamentals*Audit program development and updating |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0184: Surgent's IA Module 6: Internal Audit (IA) Fieldwork Fundamentals and Documentation Essentials (Self-Study) (20SS-0184)*Fieldwork fundamentals, including a discussion of the following: *Types and nature of fieldwork *Technical skills development *Compliance testing of internal controls *Substantive testing of accounts/balances *IT/Cyber Security control reviews/testing *Audit sampling fundamentals: Statistical/Non-Statistical *Audit evidence and evidence gathering techniques *Analytical/problem-solving skills development: Identification and analysis of control deficiencies/issues *Time management, organization, and communication skills development *Workpaper preparation and documentation basics, including best practice techniques, and workpaper self-review |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0185: Surgent's IA Module 7: Internal Audit (IA) Engagement Management and Administration (Self-Study) (20SS-0185)*IA activity and engagement level management overview*The fundamentals of highly effective IA engagement management *Engagement planning, supervision, administration, and monitoring*Time and resource management, including scheduling, budgeting, status updating, tracking and follow up*Audit reporting and report writing*Engagement team and stakeholder/partner communications, meetings, and relationship dynamics and development |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0186: Surgent's IA Module 8: The Internal Audit (IA) Activity Quality/Excellence Continuum! (Self-Study) (20SS-0186)*Defining "Quality" and "Excellence" for an IA activity: your "Defining Moments"!*Quality Assurance and Improvement Program (QAIP): an overview*QAIP Standards review*Requirements of the QAIP: Internal/External Assessments*Moving beyond standards compliance to highest-level quality and impact internal auditing*It's all about stakeholders and maximizing stakeholder value*Advanced skills/leadership development for Internal Auditors*The IA "Success Quadrant" and Never-Ending Quality/Excellence Continuum |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0188: Surgent's This Year's Top Tax and Financial Planning Ideas (Self-Study) (20SS-0188)*An update on income tax and estate-planning ideas, including any recent changes*Highlights of the Tax Cuts & Jobs Act including Section 199A deduction*Tax ideas for the current year*Financial planning strategies including planning with Roth and Traditional IRAs as well as Qualified Plans*Maximizing retirement plan benefits*Miscellaneous tax-planning techniques that can add up to significant tax savings*How to use the whole family for tax savings*The 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 | |
| 20SS-0189: Surgent's This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (Self-Study) (20SS-0189)*The best new income tax and estate-planning ideas, including items from tax reform*Highlights of the Tax Cuts & Jobs Act including the Section 199A deduction*Major tax ideas for the current year*The changing Social Security landscape: what it means for planning*Creative charitable giving strategies*Financial planning strategies*Maximizing retirement plan benefits*Using intentionally defective grantor trusts*Miscellaneous tax-planning techniques that can add up to significant tax savings*How to use the whole family for tax savings*Life insurance*Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings |
| Self-Study | | Format: Downloadable PDF | 12 CPE | |
| 20SS-0190: Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (Self-Study) (20SS-0190)*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 | |
| 20SS-0191: Surgent's Individual and Financial Planning Tax Camp (Self-Study) (20SS-0191)*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Review of pertinent changes from tax reform*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*What to do about itemized deductions*Trans-generational planning: conversions, income and gain-splitting*HSAs*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0192: Surgent's Individual and Financial Planning Tax Camp (Self-Study) (20SS-0192)*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Review of pertinent changes from tax reform*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*What to do about itemized deductions*Trans-generational planning: conversions, income and gain-splitting*HSAs*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0195: Surgent's 2019 Tax Update (Self-Study) (20SS-0195)*Reduction in individual and corporate tax rates*Taxation of pass-through entities*Deduction of home mortgage interest*State and local tax deductions*New alimony rules*Standard deduction and itemized deductions*Child tax credit*Use of Section 529 accounts*Survival of personal AMT and repeal of corporate AMT*Estate and gift tax*Bonus depreciation rules and expansion of Section 179 *Business interest*Modification of NOL rules*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more |
| Self-Study | | Format: Downloadable PDF | 3 CPE | |
| 20SS-0196: Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Self-Study) (20SS-0196)*How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method*How to report an installment sale when related parties are involved*How to calculate an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method*What is a like-kind exchange as defined by IRC Section 1031*When can a taxpayer utilize the provisions of IRC Section 1031*What types of real property are eligible for like-kind exchange treatment and what types are not*What is "boot" and how does it impact the like-kind exchange deferral*How to calculate a like-kind exchange including any taxable portion*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0197: Surgent's Individual Tax Planning Ideas (Self-Study) (20SS-0197)*Review of pertinent changes from tax reform*Reading a tax return for developing client-specific tax strategies *Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Compensation 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 them*All in the family: Tax tactics for spouses, children, and parents*Understanding the environment: what's new, what's expired or expiring, and what's likely to change |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0198: Surgent's The Top Five Tax Issues in Dealing with LLCs and Partnerships (Self-Study) (20SS-0198)*Summary of important provisions of the Tax Cuts and Jobs Act of 2017, specifically including the critical Section 199A and the final regulations thereunder*Self-employment tax issues: what you can and cannot do*Capital accounts: book vs. tax issues*Determining basis: key issues and technical analysis in calculating basis*Dealing with debt: recourse, nonrecourse, and why it matters*Guaranteed payments, distributive shares, and draws: understanding the difference |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0200: Surgent's Accounting for Long-Term Assets: Addressing the Challenging Issues (Self-Study) (20SS-0200)*Accounting for transactions involving long-term assets*Recognition and measurement of goodwill*The various impairment models for goodwill and other long-term assets*Recent changes in accounting standards impacting long-term assets |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0201: Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Self-Study) (20SS-0201)*Topic 606's five-step revenue recognition model*Determining whether to recognize revenue over time or at a point in time under Topic 606*Other unique considerations in applying the five-step model for entities currently using SOP 81-1*Lessons learned and best practices from entities already adopting Topic 606 |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0202: Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Self-Study) (20SS-0202)*Topic 606's five-step revenue recognition model*Determining whether to recognize revenue over time or at a point in time under Topic 606*Other unique considerations in applying the five-step model for entities currently using SOP 81-1*Lessons learned and best practices from entities already adopting Topic 606 |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0203: Surgent's Introduction to Mergers and Reorganizations (Self-Study) (20SS-0203)*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 | |
| 20SS-0207: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Self-Study) (20SS-0207)*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 |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0208: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Self-Study) (20SS-0208)*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 |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0209: Surgent's Examining the New Lease Accounting Standard: More Than Meets the Eye (Self-Study) (20SS-0209)*ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*Feedback from the public company adoption of Topic 842 |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0210: Surgent's Latest Developments in Nonprofit Accounting and Auditing (Self-Study) (20SS-0210)*The key changes and challenges contained in the new Yellow Book*Developing issues related to performing single audits under the OMB's Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of nonprofits*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 recent FASB ASUs on contributions, revenue recognition, and leases will have on nonprofits |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0211: Surgent's Implementing Topic 606: Tackling the Tough Issues in Adopting the New Revenue Recognition Standard (Self-Study) (20SS-0211)*ASC Topic 606, Revenue from Contracts with Customers*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements*Recent ASUs that provide implementation guidance for the standard*Industry specific implementation issues and guidance*Identifying performance obligations*Accounting for licenses*Identifying a "material right" in an option*Other operational issues related to implementation*Feedback from public entity implementation of Topic 606 |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0212: Surgent's Implementing Topic 606: Tackling the Tough Issues in Adopting the New Revenue Recognition Standard (Self-Study) (20SS-0212)*ASC Topic 606, Revenue from Contracts with Customers*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements*Recent ASUs that provide implementation guidance for the standard*Industry specific implementation issues and guidance*Identifying performance obligations*Accounting for licenses*Identifying a "material right" in an option*Other operational issues related to implementation*Feedback from public entity implementation of Topic 606 |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0213: Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (20SS-0213)*Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed return*The importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returns*New tax-planning strategies for depreciation deductions, including changes to Section 179 and depreciation as a result of new tax legislation*Methods of accounting -- Application and choices*In-depth analysis of Form 4797 dealing with depreciation recapture*Deductible expenses -- including rules on meals and entertainment*Computation of tax liability*Overview of many common business deductions; which are deductible and which are M-1 items?*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern*And much more |
| Self-Study | | Format: Downloadable PDF | 10 CPE | |
| 20SS-0214: Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (20SS-0214)*Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed return*The importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returns*New tax-planning strategies for depreciation deductions, including changes to Section 179 and depreciation as a result of new tax legislation*Methods of accounting -- Application and choices*In-depth analysis of Form 4797 dealing with depreciation recapture*Deductible expenses -- including rules on meals and entertainment*Computation of tax liability*Overview of many common business deductions; which are deductible and which are M-1 items?*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern*And much more |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0215: Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (20SS-0215)*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of Section 199A qualified business income, its calculation, limitations, and examples*Malodorous Form 8867*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*Charitable contributions substituting for taxes, IRS says -- No!*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 |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0216: Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (20SS-0216)*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of Section 199A qualified business income, its calculation, limitations, and examples*Malodorous Form 8867*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*Charitable contributions substituting for taxes, IRS says -- No!*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 |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0219: Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Self-Study) (20SS-0219)*Discuss new pass-through basis calculations required as attachments to certain individual returns*Excess Business Losses and new rules for NOLs*Comprehensive case on partnership/partner application of the Business Interest Deduction*When to use "704(b) basis" for capital accounts versus "tax basis"*Detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members*Unreasonable uses of the traditional & curative allocation methods*Multiple layers of Section 704(c) allocations*Business situations & partnerships that qualify; others that do not*Treatment of recourse versus nonrecourse debt basis*How to calculate basis limitations and its implication on each partner's own tax return*How Section 179 limitations affect partnership/LLC basis*Regulations for handling basis step-ups under Section 754 elections, and mandatory adjustments under Section 743 and Section 734 for partnerships who have NOT made the Section 754 election*Subsequent contributions of property with Section 754 adjusted basis to another partnership or corporation*Capital account adjustments in connection with admission of new member*Special allocations require "substantial economic effect"; what are the requirements?*LLCs and self-employment tax to the members*Distributions -- current or liquidating, cash or property including the substituted basis rule*Termination/liquidation of an LLC |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0220: Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (20SS-0220)*More than 20 documents that clients should have that are neither a will nor a trust*Provisions you need in a will*Trusts and other arrangements for children*Durable powers of attorney for healthcare and for financial matters*Realistic retirement goals*Developments relative to estate tax, and the implications for planning |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0221: Surgent's Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (20SS-0221)*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*Realistic retirement goals*Management of insurance: liability, disability, and life*Dealing with marriage and divorce*Titling assets effectively*Avoiding the loss of capital and passive losses at death*Portability of the deceased spouse's unused exemption amount*Developments relative to estate tax, and the implications for planning |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0222: Surgent's Microsoft PowerPoint 2016: Getting Started (Self-Study) (20SS-0222)*Identify elements of the PowerPoint Start screen; select a template to create a new presentation*Identify PowerPoint window elements*Recognize ways to insert slides, apply a theme, and add slide content*Recognize how to switch between views; then preview, and print a presentation*Select PowerPoint options; identify ways to get Help in PowerPoint*Recognize ways to delete and reposition slides*Select options to spell check a presentation*Recognize ways to insert and format slide objects*Identify how to add transition and animation effects*Select options to set up a slide show*Identify how to create, save, and use a custom theme and custom template*Recognize techniques for integrating Excel data and charts with PowerPoint slides*Identify how to insert the date, slide numbers, and footer text*Select the slide show controls*Select Presenter view to run a slide show |
| Self-Study | | Format: Downloadable PDF | 6 CPE | |
| 20SS-0223: Surgent's Microsoft Excel 2016: Working with PivotTables and PivotCharts (Self-Study) (20SS-0223)*Methods to Create a PivotTable*Recognizing Multiple Ways to Format a PivotTable*Modifying a PivotTable and Reviewing Data*Creating a PivotChart*Formatting a PivotChart*Modifying a PivotChart |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0224: Surgent's Microsoft Excel 365/Excel 2019: Getting Started with PivotTables and PivotCharts (Self-Study) (20SS-0224)*Use the PivotTable button to create a PivotTable*Use the Recommend PivotTables button to create a PivotTable*Use the Quick Analysis feature to create a PivotTable*Use the Summarize as PivotTable button with the Data Model to create a PivotTable*Format the PivotTable values using a shortcut menu*Change the PivotTable layout using the PivotTable Tools Design tab*Rearrange, hide and show subtotals and grand totals using the PivotTable Tools Design tab*Apply a PivotTable style using the PivotTable Tools Design tab*Refresh a PivotTable using the PivotTable Tools Analyze tab or keyboard shortcut*Filter a PivotTable using the filtering arrows*Modify the PivotTable structure using the Field List*Filter a PivotTable using slicers*Add a calculated field to a PivotTable using the PivotTable Tools Analyze tab*Modify the Value Field Settings using a shortcut menu*Use the PivotChart button to create an embedded PivotChart*Use the standard Excel charting buttons to create a PivotChart*Use a keyboard shortcut to create a PivotChart on its own chart sheet*Create a PivotChart and linked PivotTable simultaneously*Add or remove chart elements using the Chart Elements button*Change the chart style and color scheme using the Chart Styles button*Change the chart layout using the PivotChart Tools Design tab*Select and format individual chart elements using the PivotChart Tools Format tab*Filter the PivotChart using the Pivot Field buttons*Change the chart type and subtype using a shortcut men*Add, remove, and reposition the PivotChart fields using the Field List*Switch the row/column orientation using the PivotChart Tools Design tab |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0225: Surgent's The 2018 Yellow Book Revision (Self-Study) (20SS-0225)*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 reporting*The new Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer review*The new Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control*The 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 | |
| 20SS-0226: Surgent's The 2018 Yellow Book Revision (Self-Study) (20SS-0226)*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 reporting*The new Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer review*The new Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control*The 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 | |
| 20SS-0227: Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (20SS-0227)*Depreciation and recapture*Passive activity losses*Determination of basis*Determination of gain or loss on sale of real estate*Taxation of rental operations*Installment sales |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0228: Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (20SS-0228)*Depreciation and recapture*Passive activity losses*Determination of basis*Determination of gain or loss on sale of real estate*Taxation of rental operations*Installment sales |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0229: Surgent's Real Estate Tax Boot Camp (Self-Study) (20SS-0229)*Installment sales*Rental operations*Depreciation and recapture*Determination of basis*Passive activity losses*At-risk rules*Like-kind exchanges*Calculation of gain or loss on sale of real estate |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0230: Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (20SS-0230)*Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0231: Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (20SS-0231)*Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0232: Surgent's Reducing Your Business Owner Clients' Exposure to Social Security and Self-Employment Taxes (Self-Study) (20SS-0232)*Section 1402(a)(1) exclusions from the definition of self-employment income*Application 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 | |
| 20SS-0233: Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Self-Study) (20SS-0233)*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 |
| Self-Study | | Format: On-Demand | 2 CPE | |
| 20SS-0235: Surgent's Share-Based Payments: Understanding the Nuances of ASC Topic 718 (Self-Study) (20SS-0235)*Common types of share-based payment compensation awards*ASC Topic 718, Compensation, Stock Compensation*Accounting for the income tax implications of share-based payment compensation awards*Basic valuation techniques for share-based payment awards*Presentation and disclosure issues*New accounting and tax guidance in the area of share-based payment awards |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0236: Surgent's Share-Based Payments: Understanding the Nuances of ASC Topic 718 (Self-Study) (20SS-0236)*Common types of share-based payment compensation awards*ASC Topic 718, Compensation, Stock Compensation*Accounting for the income tax implications of share-based payment compensation awards*Basic valuation techniques for share-based payment awards*Presentation and disclosure issues*New accounting and tax guidance in the area of share-based payment awards |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0237: Surgent's S Corporation Taxation: Advanced Issues (Self-Study) (20SS-0237)*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*Tax Cuts and Jobs Act of 2017 |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0238: Surgent's Securing a Comfortable Retirement (Self-Study) (20SS-0238)*Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans, non-qualified deferred compensation, and converting the value of the business through sales within the family or to an outside party*An overview of portfolio management for retirees, including: sustainable portfolio withdrawal rates; balancing investments between income and equity, and taxable and nontaxable; and asset liquidation and distribution timing to minimize the tax impact of retirement distributions and maximize cash flow from retirement vehicles and Social Security*Developing a three-legged retirement stool of employer retirement, savings, and Social Security, and timing the use of the legs of the stool to maximize after tax retirement benefits*Analysis of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles and the impact of the most recent tax laws, regulations, and rulings |
| Self-Study | | Format: Downloadable PDF | 6 CPE | |
| 20SS-0239: Surgent's Securing a Comfortable Retirement in the Age of Spending (Self-Study) (20SS-0239)*Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans, non-qualified deferred compensation, and converting the value of the business through sales within the family or to an outside party*Asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement, tax-saving investment transactions, and the optimal asset mix between retirement plans and taxable savings*Developing a three-legged retirement stool of employer retirement, savings, and Social Security, and timing the use of the legs of the stool to maximize after tax retirement benefits*Distribution/asset liquidation planning including the pros and cons of various annuity options, guidelines/strategies using the minimum required distribution rules for qualified plans and IRAs, beneficiary elections, and the use of trusts*Sustainable portfolio withdrawal rates during retirement for differing stock/bond/cash asset allocations, inflation rates, and tax rates both from tax deferred accounts and taxable accounts*Analysis of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles and the impact of the most recent tax laws, regulations, and rulings |
| Self-Study | | Format: Downloadable PDF | 12 CPE | |
| 20SS-0240: Surgent's Securing a Comfortable Retirement in the Age of Spending (Self-Study) (20SS-0240)*Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans, non-qualified deferred compensation, and converting the value of the business through sales within the family or to an outside party*Asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement, tax-saving investment transactions, and the optimal asset mix between retirement plans and taxable savings*Developing a three-legged retirement stool of employer retirement, savings, and Social Security, and timing the use of the legs of the stool to maximize after tax retirement benefits*Distribution/asset liquidation planning including the pros and cons of various annuity options, guidelines/strategies using the minimum required distribution rules for qualified plans and IRAs, beneficiary elections, and the use of trusts*Sustainable portfolio withdrawal rates during retirement for differing stock/bond/cash asset allocations, inflation rates, and tax rates both from tax deferred accounts and taxable accounts*Analysis of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles and the impact of the most recent tax laws, regulations, and rulings |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0241: Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Self-Study) (20SS-0241)*What exactly is terminating S Corporations today*Excess business losses and new rules for NOLs*Comprehensive case on Partnership/Partner application of the Business Interest Deduction*The Light Brigade failed due to poor instructions; let's follow the right path in basis calculations*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Tracking multiple shareholder debt basis*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S Corp. basis*Comparison of liquidation of a C Corporation vs. the liquidation of an S Corporation*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities? |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0242: Surgent's How to Settle a Client's Estate (Self-Study) (20SS-0242)*Issues involved when settling an estate -- marshaling of assets, payment of creditors, & distribution and accounting to beneficiaries*Explaining the needs and limitations of durable powers of attorney, health care directives, and living wills*Why a will is probated, and on what grounds it may be challenged*Comprehensive checklists on how to read a will, duties of an executor and trustee, and much more*Identification and report of estate assets*What 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 contest*How executors and trustees interact with beneficiaries*Elective shares, and when a spouse might make that choice*What a trustee needs to know about incompetents and minors*Rights of creditors, third parties, and beneficiaries*Key issues in transferring property to a trust and from a trust or estate to a beneficiary*Identifying income, estate, and inheritance taxes*Fiduciary accounting -- principal and income concepts*An introduction to drafting an account, and why it is relevant*Administration of revocable trusts*Estate basis reporting |
| Self-Study | | Format: Downloadable PDF | 10 CPE | |
| 20SS-0243: Surgent's Buying and Selling a Business: Tax and Structuring Overview (Self-Study) (20SS-0243)*An overview of the beginning of the process and documents for preliminary tax planning*Recognizing the need for due diligence in acquisitions -- checklists of important points*Deemed asset sales -- Is Section 338 or Section 338(h)(10) appropriate?*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business*How to allocate purchase price for tax advantage*Planning to avoid double taxation under repeal of the General Utilities doctrine*Special problems and opportunities when an S Corporation is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognition of tax planning opportunities*Unique issues in buying and selling of LLC/partnership interests*Impact of the Net Investment Income Tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity *Individually owned goodwill |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0244: Surgent's Buying and Selling a Business: Critical Tax and Structuring Issues (Self-Study) (20SS-0244)*Spreadsheet analysis to develop an offer price using the discounted cash flow and alternate valuation methods*Negotiation points and goals from the buyer and seller standpoints*Understanding confidentiality agreements, memorandums of understanding, and asset purchase agreements*Recognizing the need for due diligence in acquisitions -- checklists of important points*Deemed asset sales -- Is Section 338 or Section 338(h)(10) appropriate?*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business*How to allocate purchase price for tax advantage*Impact of the Net Investment Income Tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Changes in strategy under the new tax laws*Liquidations as alternatives to sales of a business*Planning to avoid double taxation under repeal of the General Utilities doctrine*Special problems and opportunities when an S Corporation is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognition of tax planning opportunities*Bootstrap acquisitions*State tax issues, including tax clearance certs*Unique issues in buying and selling of LLC/partnership interests*Individually owned goodwill |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0245: Surgent's Selected Issues in Preparation of 1040 Individual Income Tax Returns (Self-Study) (20SS-0245)*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 | |
| 20SS-0246: Surgent's Individual Income Tax School (Self-Study) (20SS-0246)*Effects of recent legislation, including the Qualified Business Income deduction*Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.*Wages and salaries*Interest income, dividend income, mutual funds, Social Security*Figuring tax*Basic income tax preparation, Form 1040 and Schedules 1 -- 6*Capital gains and losses*Medical and dental expenses, charitable contributions*IRA contributions and distributions*Distributions from qualified retirement plans, pensions, and annuities*Profit and loss from business or profession and self-employment tax*Depreciation*Rental income and expenses*Preparation of Schedules A, B, C, D, E, and Forms 4562, 4797, and more |
| Self-Study | | Format: Downloadable PDF | 16 CPE | |
| 20SS-0247: Surgent's Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients (Self-Study) (20SS-0247)*Private company standard setting activities*Small and medium-sized business related ASUs*Revenue recognition and leases update*Special purpose frameworks -- Cash, modified cash, and tax basis*Common small and medium-sized business financial statement errors and deficiencies*SSARS 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 | |
| 20SS-0248: Surgent's Small-Business Accounting, Audit and Attest Update (Self-Study) (20SS-0248)*Small and medium-sized business related ASUs, including recent PCC activities*Revenue recognition and leases update*Special purpose frameworks -- Cash, modified cash, and tax basis*Common small and medium-sized business financial statement errors and deficiencies*SSARS 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 | 4 CPE | |
| 20SS-0249: Surgent's Strategies for Maximizing Social Security Benefits (Self-Study) (20SS-0249)*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 | |
| 20SS-0250: Surgent's Advanced Concepts in SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Self-Study) (20SS-0250)*Navigating the impact of SSARS Nos. 21- 24 without risking noncompliance with professional and ethical requirements*Preventing malpractice claims related to nonattest accounting services*Identifying and safeguarding independence threats when issuing attest reports*Establishing an understanding with the client regarding non-audit services*Defining the varying levels of responsibility for accountants performing non-audit services*Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations*Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements*Properly considering going concern, subsequent events, and other disclosure matters*Common issues related to peer reviews, including recurring reporting problems*Applying financial analysis best practices to help your clients better interpret their financial results |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0251: Surgent's Advanced Concepts in SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Self-Study) (20SS-0251)*Navigating the impact of SSARS Nos. 21- 24 without risking noncompliance with professional and ethical requirements*Preventing malpractice claims related to nonattest accounting services*Identifying and safeguarding independence threats when issuing attest reports*Establishing an understanding with the client regarding non-audit services*Defining the varying levels of responsibility for accountants performing non-audit services*Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations*Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements*Properly considering going concern, subsequent events, and other disclosure matters*Common issues related to peer reviews, including recurring reporting problems*Applying financial analysis best practices to help your clients better interpret their financial results |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0253: Surgent's Maximizing Your Social Security Benefits (Self-Study) (20SS-0253)*Retirement benefits: What the amount of benefits is in various circumstances*Spousal 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 Social Security: Advantages and disadvantages at ages 62, 66, and 70*Planning: 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 | |
| 20SS-0254: Surgent's Social Security and Medicare: Planning for You and Your Clients (Self-Study) (20SS-0254)*Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal 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?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, 66, and 70*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?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: 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 | |
| 20SS-0255: Surgent's Social Security and Medicare: Planning for You and Your Clients (Self-Study) (20SS-0255)*Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal 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?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, 66, and 70*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?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: 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 | |
| 20SS-0257: Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (20SS-0257)*New issues for the current year tax return*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; when is a stock worthless; and much more…*At-risk rules: What a return preparer really needs to know*Passive loss issues -- You can't just trust your software. What to watch out for, and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example*Understand how to properly report advanced transactions in financial instruments and investments*Understand the special problems and new issues for the current return*Identify the causes of alternative minimum tax liability and what can be done to reduce or eliminate it |
| Self-Study | | Format: Downloadable PDF | 12 CPE | |
| 20SS-0258: Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (20SS-0258)*New issues for the current year tax return*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; when is a stock worthless; and much more…*At-risk rules: What a return preparer really needs to know*Passive loss issues -- You can't just trust your software. What to watch out for, and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example*Understand how to properly report advanced transactions in financial instruments and investments*Understand the special problems and new issues for the current return*Identify the causes of alternative minimum tax liability and what can be done to reduce or eliminate it |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0259: Surgent's Form 1120S Boot Camp: Step-by-Step Preparation with Completed Forms (Self-Study) (20SS-0259)*Gain a thorough understanding of federal income tax laws for S Corporations, from formation to tax return preparation issues*Key operational issues of separately stated versus non-separately stated income and expenses*The importance of Schedule M-1*Accurately account for basis, AAA, and distributions*Properly prepare and allocate items to the K-1 schedule*Complete coverage of any new legislation enacted before presentation*Identification of eligible shareholders*The requirements to make a timely or late election*Other developing issues and hot topics*Master two common tax forms, Depreciation (4562) and Sale of Assets (4797)*S Corporation reporting oddities*Accurately prepare S Corporation returns and reconcile book income to taxable income |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0261: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (20SS-0261)*Economic update*Managing for productivity*Metrics and benchmarking*Social media and the cloud |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0262: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (20SS-0262)*Economic update*Managing for productivity*Metrics and benchmarking*Social media and the cloud |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0263: Surgent's Current Developments and Best Practices for Today's CFOs and Controllers (Self-Study) (20SS-0263)*Economic update*Pricing and costing strategies*Expense control that works*Better credit decisions*Financial risk analysis*Enterprise risk management*Metrics and benchmarking*Use and misuse of derivatives*Improving bank relationships and cash management*Social media and the cloud |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0264: Surgent's The Complete Trust Workshop (Self-Study) (20SS-0264)*Guide to legislative changes and their impact on trust planning, including the Tax Cuts and Jobs Act*Introduction to trusts with emphasis on typical provisions*Revocable living trusts*Common testamentary trust arrangements -- Bypass trusts, QTIP trusts, and other marital trusts*Asset protection trusts*Sophisticated trusts for estate planning and asset transfer -- GRATs, GRUTs, and QPRTs*Charitable trusts -- Charitable remainder trusts, charitable lead trusts, and pooled income funds*Irrevocable life insurance trusts*Medicaid trusts: special needs and Miller*Trusts for minors -- Sections 2503(b) and 2503(c), and other trusts*Dynasty trusts*Trusts to hold S Corporation stock*Special 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 | |
| 20SS-0265: Surgent's Comprehensive Guide to Tax Depreciation, Expensing and Property Transactions (Self-Study) (20SS-0265)*Complete coverage of recent tax acts and any new legislation enacted before presentation*New technical correction Rev. Proc. 2019-13 -- use it or stand to lose second-year depreciation deductions for luxury automobiles*What are the components for real estate depreciation?*A new SUV or sedan, a study of depreciation alternatives*Permanency 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 property*Reacquired installment sale property -- calculating potential gain and new basis*Understanding Section 197 amortization issues; how to handle intangible asset costs*Depreciation issues, tax-deferred exchanges, personal property converted to business property, & overview of home sale exclusion*Guide for compliance and planning issues from Pre-ACRS, ACRS, and MACRS depreciation and amortization rules*Cases 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 | |
| 20SS-0266: Surgent's Planning and Strategy Formulation for Your Organization's Financial Success (Self-Study) (20SS-0266)*Differences between planning and budgeting*The business model*Strategic plan*Marketing plan*Financial forecasting*Financial risk analysis*Five-year operating plan |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0267: Surgent's Essential Depreciation and Expensing Update (Self-Study) (20SS-0267)*Complete coverage of recent tax acts and any new legislation enacted before presentation*New technical correction Rev. Proc. 2019-13 -- use it or stand to lose second year depreciation deductions for luxury automobiles*Detailed coverage of Section 179 expense election and Section 168(k) bonus or "additional first-year depreciation" -- how to maximize them, definitions, limitations, what property qualifies, etc.*Sale of property and the depreciation recapture rules (Section Section 1245, 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*What is "listed property" and what are the current limitations?*Amortization of start-up, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0268: Surgent's Essential Depreciation and Expensing Update (Self-Study) (20SS-0268)*Complete coverage of recent tax acts and any new legislation enacted before presentation*New technical correction Rev. Proc. 2019-13 -- use it or stand to lose second year depreciation deductions for luxury automobiles*Detailed coverage of Section 179 expense election and Section 168(k) bonus or "additional first-year depreciation" -- how to maximize them, definitions, limitations, what property qualifies, etc.*Sale of property and the depreciation recapture rules (Section Section 1245, 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*What is "listed property" and what are the current limitations?*Amortization of start-up, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities |
| Self-Study | | Format: On-Demand | 4 CPE | |
| 20SS-0269: Surgent's Revenue Recognition in the Technology Sector: Topic 606 Implementation Challenges (Self-Study) (20SS-0269)*Topic 606's five-step revenue recognition model*Changes in accounting guidance between Topic 606 and SOP 97-2*Allocation approaches of transaction price under Topic 606*Other 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 | |
| 20SS-0270: Surgent's Revenue Recognition in the Technology Sector: Topic 606 Implementation Challenges (Self-Study) (20SS-0270)*Topic 606's five-step revenue recognition model*Changes in accounting guidance between Topic 606 and SOP 97-2*Allocation approaches of transaction price under Topic 606*Other 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 | |
| 20SS-0272: Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (20SS-0272)*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" |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0273: Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (20SS-0273)*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" |
| Self-Study | | Format: On-Demand | 8 CPE | |
| 20SS-0275: Surgent's Top 10 Tax Topics This Year (Self-Study) (20SS-0275)*Advanced practice, reporting, and other issues intertwined with advance planning and discussion ideas*Basis issues for pass-through entities*Department of Labor proposals*Section 199A*Opportunity Zones*New Section 461(l)*Section 163(j) 30% business interest limitation*Choice of entity*Domicile and taxation*Employing life insurance |
| Self-Study | | Format: Downloadable PDF | 8 CPE | |
| 20SS-0276: Surgent's Microsoft Excel 2016: Useful Functions for CPAs (Self-Study) (20SS-0276)*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; and*IF, AND, and IFNA Logical functions. |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20SS-0277: Surgent's The Essential Course for Performing Single Audits Under the Uniform Guidance for Federal Awards (Self-Study) (20SS-0277)*Core concepts involved in the single audit*The 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 SEFA*An in-depth, commonsense look at the four-step major program determination process and common problems encountered in its application*Performing 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 findings*The 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 | |
| 20SS-0278: Surgent's The Essential Course for Performing Single Audits Under the Uniform Guidance for Federal Awards (Self-Study) (20SS-0278)*Core concepts involved in the single audit*The 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 SEFA*An in-depth, commonsense look at the four-step major program determination process and common problems encountered in its application*Performing 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 findings*The 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 | |
| 20SS-0279: Surgent's Microsoft Word 2016: Getting Started (Self-Study) (20SS-0279)*Identify ways to start Word; create a new Word document; add and remove text*Identify ways to save, close, and reopen a document*Select methods to work with multiple documents and change the document view*Select document navigation methods*Recognize how to preview and print a document*Select and modify Word options; get help in Word*Identify ways to select text*Recognize ways to format text characters*Cut, copy, and paste techniques*Identify ways to find and replace text and formatting*Select the proofing tools*Identify how to change page orientation and margins*Select line spacing, paragraph alignment, and paragraph indentation options*Recognize ways to create bulleted and numbered lists*Select ways to insert page numbers, headers and footers, and page breaks*Identify how to apply styles and how to change the document theme and style set |
| Self-Study | | Format: Downloadable PDF | 6 CPE | |
| 20SS-0280: Surgent's Microsoft Excel 365/Excel 2019: Working with Formulas and Functions (Self-Study) (20SS-0280)*Identify basic formula and function syntax*Recognize formulas pasted with relative references*Select status bar options and sum (AutoSum) for quick calculations*Recognize formulas pasted with mixed or absolute references*Identify formula results pasted as values*Select worksheets for grouping and entering formulas*Identify ways to link worksheets and workbooks with 3D formulas*Select the insert function button or buttons from the function library to insert functions in formulas*Recognize defined names as function arguments*Apply conditional formatting to formulas' results*Identify and correct common errors using the trace error icon and the formula auditing tools*Identify and correct circular references*Select color-coded cell borders to correct a cell reference error in a formula*Identify how to step through a nested formula*Identify how to use the Watch Window and other tools to analyze, protect, and hide formulas |
| Self-Study | | Format: Downloadable PDF | 4 CPE | |
| 20WX-2345: Emotional Intelligence: The Critical Factor in Success (Webinar) (20WX-2345)*What is 'Emotional Intelligence'*Understand emotions, your emotions and others*Utilize appropriate social skills*Understand the value of a timely pause*Why should you forgive and forget?*Properly manage emotions*Know how to handle pressure and setbacks |
| 1/20/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| 21WX-0030: Office 365: The Power of the Admin Center (Webinar) (21WX-0030)*Orientation to the Office 365 Admin center*Manage user subscriptions and billing*Initiating support tickets with Microsoft*Monitoring your Office 365 service health and usage*Understanding the use of "groups"*Creating and managing resources*Review of Admin sub centers*Security and privacy settings |
| 4/5/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| 20WX-2746: Excel Bootcamp: Building Great Spreadsheets (Webinar) (20WX-2746)*Building your spreadsheets for maximum efficiency and accuracy*The most popular functions and formulas*How to audit your spreadsheets to detect errors in formula logic*How to analyze your data with PivotTables and Excel's Power BI Tools*Tools for presenting your spreadsheets in a meaningful way |
| 3/9/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WX-2463: Power BI: Introduction to MS Power BI Tools (Webinar) (20WX-2463)*The challenge of using Excel for Data Analysis*An overview of the various Power BI Tools*An overview of when and why to use each Power BI Tool*A tour of each tools interfaceThis course is #1 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 2/3/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| 21WX-0142: Excel: Building Powerful Lookup & Reference Formulas (Webinar) (21WX-0142)*Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions *Speeding up worksheet creation with the INDIRECT function *Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) *Using ERROR checking functions |
| 4/20/2021 | 1:30 - 3:30 p.m. | Online | 2 CPE | |
| 21WX-0136: Power BI: Use Power Query to Transform Your Data (Webinar) (21WX-0136)*Append files*Combine multiple files from a folder*Add custom columns*Unpivot a table*Create a lookup table from a tableThis course is #5 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 4/19/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WX-2711: Excel: Building Powerful Lookup & Reference Formulas (Webinar) (20WX-2711)*Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions *Speeding up worksheet creation with the INDIRECT function *Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) *Using ERROR checking functions |
| 3/4/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 20WX-2847: Artificial Intelligence for Accountants (Webinar) (20WX-2847)*AI snapshot*AI's multiple implications for the accounting profession*AI case studies *Leading AI categories *Key AI resources and communities online *AI starter strategy for accountants |
| 3/24/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| New 20WX-2641: Individual Tax Update 2020 (Webinar) (20WX-2641)*2020-21 tax legislation and developments related to individual taxpayers*2020 tax rates and inflation-adjusted figures*Review and update of Section 199A deduction*Changes in Form 1040 and its related forms and schedules*Rental real estate and other passive activities losses*Capital gains and losses*Key rulings, regulations and cases affecting individual taxpayers |
| 2/24/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE | |
| 20WX-2490: Power Your Firm With AI and Big Data (Webinar) (20WX-2490)*Additional details to follow |
| 2/8/2021 | 8:30 - 9:30 a.m. | Online | 1 CPE | |
| New 21WX-0199: Outlook: Mastering Email Composition from A to Z (Webinar) (21WX-0199)*Orientation to the Outlook interface and navigation*Detailed review of the Outlook email composition ribbon*Selecting email recipients and understanding address books*Formatting message text from A to Z*Tagging messages for follow-up*Attaching files, business cards and your calendar to messages |
| 4/26/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE | |
| 20WX-2663: Don't Let Your Schedule Get Away From You (Webinar) (20WX-2663)*Identify your own particular time wasters and adopt strategies for eliminating them*Reduce stress*Reduce time spent in meetings*Clarify and prioritize objectives and goals*Manage email, VM and IM*Delegate more effectively*Adopt appropriate strategies for dealing with interruptions*Use practical techniques for organizing work*Learn to delegate and work more effectively*Learn how to manage your energy during the day*Put an end to multi-tasking |
| 2/26/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| New 20WX-2856: Yellow Book Standards for Performance Auditors (Webinar) (20WX-2856)*Requirements of Yellow Book which are applicable to performance audits*Unique requirements of the GAO's Yellow Book |
| 3/24/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| New 20WX-2484: Excel: Fundamentals, Data Entry and Basic Formulas (Webinar) (20WX-2484)*Review of the Excel interface*Basic data entry tasks using the fill command, range selection and copy & paste*Basics to creating formulas (absolute/relative reference, auto-computer, functions) |
| 2/5/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| 20WX-2319: Google Location Intelligence Tools for Accountants (Webinar) (20WX-2319)*How Google Collects its Location Data*Google My Business*Google Maps *Google Streetview*Google Earth*Google MyMaps *Google Tour Builder*Google Indoor Maps*Google Trends*Google Market Finder*Google Analytics*Google Spreadsheet Maps*Google Transit*Google Flights*Google Hotel Metasearch*Google Trips*Google Local Guides *Google Fusion Tables*Google Maps APIs |
| 1/18/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WX-2348: Key Tax Issues Facing Business and Industry (Webinar) (20WX-2348)*Recent federal tax legislative, judicial and IRS developments*Section 199A review and update*New corporate tax rate*Capitalizing, expensing and depreciating assets*Travel, meals and entertainment reporting rules*Accounting methods*Independent contractor vs. employee |
| 1/20/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| New 20WX-2787: Accounting and Tax Planning for Estates and Trusts (Webinar) (20WX-2787)*Introduction to fiduciary accounting*Distinction between "income" and "principal"*Discuss Uniform Principal and Income Act*2019 rates and brackets*Section 199A pass-through income*Excess business losses and Form 461*Filing deadlines and extensions*Simple or complex trust?*Grantor trust |
| 3/15/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE | |
| 20WX-2802: Emotional Intelligence: The Critical Factor in Success (Webinar) (20WX-2802)*What is 'Emotional Intelligence'*Understand emotions, your emotions and others*Utilize appropriate social skills*Understand the value of a timely pause*Why should you forgive and forget?*Properly manage emotions*Know how to handle pressure and setbacks |
| 3/17/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 20WX-2459: Ethics: Green Reporting and Corporate Social Responsibility (Webinar) (20WX-2459)*Introduction: what is social and human capital?*Key definitions*Measurements and disclosures*Motivations*Compliance*Enforcement*Leading sustainability accounting reporting frameworks *Practical examples*Key resources, tools, and communities |
| 2/3/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE / 2 Ethics | |
| 20WX-2318: Excel: Building Powerful Lookup & Reference Formulas (Webinar) (20WX-2318)*Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions *Speeding up worksheet creation with the INDIRECT function *Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) *Using ERROR checking functions |
| 1/18/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| 21WX-0232: Avoiding Death by PowerPoint: Creating Better Presentations (Webinar) (21WX-0232)*Choosing a PowerPoint template*Set up the presentation template*Using PowerPoints' less obvious capabilities*Tell a story*How to begin*Less is more*Make your presentation visually appealing*Cropping and aligning objects*Resources*Creating voiced presentations*Getting the details right |
| 4/30/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE | |
| 20WX-2781: Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (20WX-2781)*Risks Associated with Social Media*Sections of the AICPA Code of Professional Conduct That Might Be Violated Using Social Media*Case Study Discussions |
| 3/15/2021 | 2 - 4 p.m. | Online | 2 CPE / 2 Ethics | |
| New 21WX-0117: Outlook: Manage Your Inbox With Maximum Efficiency (Webinar) (21WX-0117)*Orientation to the Outlook interface and navigation*Customizing your inbox display to meet your preferences*Using folders to organize your messages*Using QuickSteps and Rules to automate the processing of inbound emails*Tools for deleting and archiving your emails*Managing your junk mail settings*Understanding all email option settings |
| 4/15/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE | |
| 21WX-0080: Ethics: Crazy Eddie CFO and Ex-CPA Sam Antar Shows You How He Cooked the Books (Webinar) (21WX-0080)*A review of the Crazy Eddie fraud case.*Discussion of fraud detection techniques.*Discussion of the roles that attorneys and CPAs can play in fraud. |
| 4/12/2021 | 1 - 3 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2637: Disclosing Managers / Compensation on Core Form 990 & Sch. J (Webinar) (20WX-2637)*Review of who is to be reported in Part VII-A as a current or former legally or quasi-legal "in-charge" (i.e., Trustee-Director, Officer, Key Employee -- a group also known as "TDOKEs") or as a High 5*Exploration of the challenges in determining: current Key Employees versus Officers; former (relating to "current" status in prior-years) TDOKEs and/or High 5s; and who qualifies as a Trustee-Director in circumstances of limited involvement with the filer's governance*Compensation reporting: the required "dial back" to the calendar year for organizations with a ye other than 12/31; handling of compensation provided from "related organizations" (including reporting exceptions) versus that coming from certain unrelated payors*Review of compensation "buckets": "reportable compensation" versus "other compensation" and the applicable exceptions for Core Form reporting*Additional compensation detailing that is required on Schedule J's Part II when an individual TDOKE's or High 5's circumstances "trigger" application of that schedule *Complex reporting situations: individuals procured from management companies or from employee-leasing organizations; common paymaster reporting scenarios; payment to an individual for services they are providing the filer by an unrelated organization |
| 2/24/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| 20WX-2689: Accounts Payable Fraud: Detection and Prevention Essentials (Webinar) (20WX-2689)*How much is A/P fraud in SMB*Why A/P fraud is a bigger risk the smaller the entity*Financial and non-financial warning signs of A/P fraud*Simple low and zero cost controls for A/P fraud*Similarities and differences between internal and external A/P fraud*A/P fraud risks for employee and management level |
| 3/2/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| New 20WX-2396: Outlook: Mastering Email Composition from A to Z (Webinar) (20WX-2396)*Orientation to the Outlook interface and navigation*Detailed review of the Outlook email composition ribbon*Selecting email recipients and understanding address books*Formatting message text from A to Z*Tagging messages for follow-up*Attaching files, business cards and your calendar to messages |
| 1/26/2021 | 12 - 4 p.m. | Online | 4 CPE | |
| 21WX-0099: Commonly Missed Analytical Procedures (Webinar) (21WX-0099)*These 10 analytical relationships were red flags that the accounting information couldn't be true: *Libraries fake management reports*False productivity*COGS or Revenue: which one is wrong?*Donor drills down to find why charitable programs work*Metrics to measure revenue*What 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 whole*Inventory vs. consumption*Why didn't anyone notice that sales vs supply didn't make sense? |
| 4/14/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 21WX-0063: Payments Fraud: Detect & Prevent Check, ACH and P-Card Schemes (Webinar) (21WX-0063)*Who commits each major type of payment fraud--focusing on check, ACH and P-Card schemes*Inside secrets from actual fraudsters*Vendor billing schemes that exploit payment process control weaknesses*Latest electronic payment schemes (ACH hijacking, spear-phishing, social engineering and more)*Check counterfeiting, forgery and tampering schemes to be aware of*How to detect common external payments schemes versus internal attacks |
| 4/8/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| New 20WX-2864: Money Laundering Awareness for Accountants (Webinar) (20WX-2864)*Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics |
| 3/25/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE / 2 Ethics | |
| 20WX-2803: Excel: Two Must Know Features: Defined Names & Tables (Webinar) (20WX-2803)*Using Defined Names in formula creation*Learning how Defined Names can lead to more accurate spreadsheets*Structured calculations in Excel Tables |
| 3/17/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE | |
| 21WX-0223: Fixing Your Chart of Accounts (Webinar) (21WX-0223)*Current Chart of Accounts Best Practices*Why developing a chart of accounts begins with studying your organizational chart*How to identify your account segments*Determining the order of your account segments*Best practices for numbering account bases*How to avoid memorizationFixing Your Current Chart of Accounts*How big company and small company software differs*Two key approaches for preserving your historical data*What to know when making major chart of accounts changes |
| 4/29/2021 | 9 - 10 a.m. | Online | 1 CPE | |
| New 20WX-2386: Ethics: Lead Like a Superstar and Build a Rocking Business (Webinar) (20WX-2386)*We'll closely examine several superstars from movies, TV, music, sports, and business. What makes them so successful? What can you learn from their mistakes? Yes, there will be one or two superstars you don't care for--perhaps even loathe--but you can still learn a lot from them. |
| 1/26/2021 | 8 - 9 a.m. | Online | 1 CPE / 1 Ethics | |
| 20WX-2906: How Technology is Impacting the Accounting Profession (Webinar) (20WX-2906)* Leading macro economic and technology forces*Key technology trends in accounting*New generation of online accounting services*Accounting and automation*Overarching implications*How to embrace the new normal and thrive in the face of technology change |
| 3/31/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| New 21WX-0073: QuickBooks at Tax Time: Compliance and Client Onboarding (Webinar) (21WX-0073)*How to spot common mistakes in your client's QuickBooks and how to fix them. *Beginning Balances -- Understand how to correctly enter the beginning balances for a new data file*Cash Position/Bank Reconciliations -- Learn about balance sheet accounts that need to be reconciled in the data file including tips and trips for non-bank accounts. *Undeposited Funds and Receiving Payments -- Learn about the function of Undeposited Funds and how QuickBooks will report payments that are and are not applied to invoices. *Inventory -- Understand the basics of how inventory is handled properly, the reports to pull for various informational purposes, and how to make inventory adjustments. *Accounts Receivable and Accounts Payable -- Learn how to manage the negative A/R and A/P as well as how to fix a cash basis balance sheet that has A/R and A/P reported. *Credit Cards -- Learn the importance of setting up credit cards, bank feeds, and setting up rules for easier data entry. *Sales Tax -- Learn the basics about Sales Tax in QuickBooks, how to make adjustments, and how to verify that the sales tax return is filed correctly. *Payroll Tax -- Understand how to set up payroll tax liability payments and how to ensure timely quarterly reporting when using a DIY QuickBooks solution *The 1099 Tracking System -- Learn best practices for tracking 1099s all year long to ensure a smooth January filing season. *Key Practice Workflow Tips you can incorporate into your firm so your client onboarding during tax time is a breeze. Learn how to create standard onboarding procedures for new clients in order to keep your firm moving along including the use of technology, standard procedures, data management, and workflow. |
| 4/9/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| New 20WX-2314: Choosing the Right Entity: Factors and How to Weigh Them (Webinar) (20WX-2314)*Discussion of the impact of the Section 199A flow-through entities deduction, including ramifications of the C to S election and S to C election*Corporate tax rate to individual tax comparison examples*The latest tax legislation and developments related to choice of entity, including sole proprietors, single member LLCs, partnerships/LLCs, S Corporations and C Corporations |
| 1/18/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| 21WX-0120: Effective Communication for Financial Managers (Webinar) (21WX-0120)*Ask open-ended questions.*Reflect another speaker's feelings.*Artfully end a conversation. |
| 4/16/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| New 20WX-2496: Excel: Formatting Spreadsheets for Beginners (Webinar) (20WX-2496)*Cell formatting basics (fonts, fill, borders, alignment, numbers)*Using quick formatting tools (Cell Styles, copy & pasting, cell formats)*Printing your spreadsheets (page layout, printing to paper and PDF) *Creating and using templates*Create a Default layout (Workbook, sheets, settings) |
| 2/8/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| New 21WX-0187: Microsoft Excel: Hidden Secrets and Gems (Webinar) (21WX-0187)*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models |
| 4/24/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| New 20WX-2755: Intro to Other Most Common 990 Schedules: D & G (M as bonus) (Webinar) (20WX-2755)*Explanation of the low receipt thresholds by which Schedule G's Parts II and III are invoked *Review of what comprises a "fundraising event or sale"*How Schedule G's Part II amplifies summary data inputted on Part VIII, Lines 1c, 8a and 8b *Review of what constitutes gaming activity*Noting the underlying three tax issues that gaming activities implicate: potential unrelated business income tax, unmet payroll tax if volunteer worker/contractor status is improperly claimed, and wagering excise taxes*Discussion of what makes a provider a "professional fundraiser" and what information filers are responsible to report in Schedule G's Part I related to their use*Explanation of the entirety of Schedule D "triggers" from the 990's Core Form Part IV *Specifying the common potholes Schedule D preparers face *Overview of Schedule M's "grid" of disclosures by type of noncash contribution *Explanation of Schedule M's reach when noncash contributions have been contributed or pledged to the filer *Explanation of additional Schedule M questions and their significance as "attempts to influence adoption of baseline management practices" |
| 3/10/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WX-2846: Power BI: Go Beyond PivotTables with Power Pivot (Webinar) (20WX-2846)*Data modeling in Power Pivot*Using basic DAX to create calculations*What are and when to use calculated columns and measures*Using the data model in Power Pivot to create PivotTables*Hierarchies in Power PivotTO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS, CLICK HERE. This course is #6 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.View Series Sequence |
| 3/23/2021 | 12 - 4 p.m. | Online | 4 CPE | |
| New 20WX-2373: Upskilling for Accountants (Webinar) (20WX-2373)*What is upskilling?*Importance of continuous learning in an era of increasing automation and changing business priorities*Critical skills accountants need for the future*Upskilling case studies*New competency frameworks*Key lessons and best practices learned to date*How to upskill yourself and your own operations |
| 1/22/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| 20WX-2861: Entertainment & Parking Expenses: Coping with the New Rules (Webinar) (20WX-2861)*Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings |
| 3/25/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| New 20WX-2331: Form 990 Schedule L, Transactions with Interested Persons (Webinar) (20WX-2331)*Overview of the methodology that Schedule L employs in its Parts II, III and IV to cast sunlight on the fact of that an "Interested Person" (IP) remained engaged with the filer in loan arrangements, or was the beneficiary of grants or assistance from the filer, or had business transactions with the filer that exceeded de minimis thresholds *Introduction to the five categories by which IP status vests in reporting on non-excise-tax reached intersections (i.e., the five categories that apply across each of Schedule L's Parts II-IV)*Explanation of the dollar-amount thresholds employed solely in Schedule L's Part IV (which is where disclosure of "business transactions" with IPs is required), along with preparation tips for this part*Summary of Schedule L's Part III instructions as to what constitutes the provision of grants or assistance to an IP *Overview of the special rule educational institutions have allowing them to not disclose the names of their scholarship or fellowship recipients in Part III*The reach of Schedule L's Part II reporting on loans outstanding with IPs, along with preparation tips for this part*Quick review of the Internal Revenue Code section 4958 excise tax scheme that 501(c)(3), (c)(4), and (c)(29) filers are subject to should they have conveyed "excess benefit" in any transaction with a disqualified person; and timing and disclosure considerations behind Schedule L's Part I |
| 1/19/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| New 20WX-2476: Google Slides for Accountants (Webinar) (20WX-2476)*Getting started in Google Slides*Interface essentials*Creating and working with Slides*Editing and formatting*Inserting and adjusting objects *Sharing and collaborating*Presenting*Additional features |
| 2/4/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| 20WX-2754: Google Docs for Accountants (Webinar) (20WX-2754)*Docs apps for web, mobile and offline*Microsoft Word compatibility*Create, edit, and format*Insert items*Tools*Page settings and printing*Publishing documents*Troubleshooting problems*Add-ons*Templates |
| 3/10/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 20WX-2804: Excel: Using Charts for a Non-Financial Audience (Webinar) (20WX-2804)*Selecting the right chart type *Creating dynamic charts*Choosing data to display as a chart *Customizing charts with all the various chart options *Printing and sharing your charts |
| 3/17/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| New 20WX-2655: Single Audit Primer (Yellow Book) (Webinar) (20WX-2655)*Essential differences between a financial audit and a Single Audit *Significant terms and content relevant to the Single Audit |
| 2/25/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| New 20WX-2324: Unlocking the Mysteries of Key Person Value (Webinar) (20WX-2324)*How to identify the attributes of a key person*How to quantify the value of the attributes*How to understand the empirical data related to key person value*Apply valuation standards to a key person analysis*Review key court decisions regarding key person issues |
| 1/18/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| New 20WX-2590: Form 990 Schedule L, Transactions with Interested Persons (Webinar) (20WX-2590)*Overview of the methodology that Schedule L employs in its Parts II, III and IV to cast sunlight on the fact of that an "Interested Person" (IP) remained engaged with the filer in loan arrangements, or was the beneficiary of grants or assistance from the filer, or had business transactions with the filer that exceeded de minimis thresholds *Introduction to the five categories by which IP status vests in reporting on non-excise-tax reached intersections (i.e., the five categories that apply across each of Schedule L's Parts II-IV)*Explanation of the dollar-amount thresholds employed solely in Schedule L's Part IV (which is where disclosure of "business transactions" with IPs is required), along with preparation tips for this part*Summary of Schedule L's Part III instructions as to what constitutes the provision of grants or assistance to an IP *Overview of the special rule educational institutions have allowing them to not disclose the names of their scholarship or fellowship recipients in Part III*The reach of Schedule L's Part II reporting on loans outstanding with IPs, along with preparation tips for this part*Quick review of the Internal Revenue Code section 4958 excise tax scheme that 501(c)(3), (c)(4), and (c)(29) filers are subject to should they have conveyed "excess benefit" in any transaction with a disqualified person; and timing and disclosure considerations behind Schedule L's Part I |
| 2/18/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WX-2642: Interested Person Sunshine: 990 Schedule L, Parts II-IV (Webinar) (20WX-2642)*Review of the "harmonized" five categories by which "Interested Person" (IP) status vests and explanation of the additional categories in play for Parts II and IV*Tips for accessing appropriate documentation from Trustees-Directors, Officers and Key Employees as to presence of reportable events with them or with those who have IP status because of family member status or as a "35% controlled entity" of IPs*Handling Part IV's "business transactions" reportable thresholds and working with the exceptions from "business transaction" characterization*"Yes this means you!" -- addressing IP's privacy concerns and/or requests to omit individuals or company names when reporting business transactions on Part IV *Reporting demands of Part II, including aspects of managing loans with IPs in favor of public relations needs raised by this part*Reporting demands of Part III, including: drill-down into the two key exceptions to Part III's reporting of grants or assistance to an IP and address of educational institutions' exception from requirement to disclose names of scholarship or fellowship recipients and how same connects to governance reporting in Core Form 990's Part VI |
| 2/24/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 21WX-0016: Boost Your Bottom Line: Reduce Internal Fraud, Theft & Abuse (Webinar) (21WX-0016)*Fraud cases and topics we'll cover: *VA manager steals more than $60,000 of benefits*HVAC controller steals $1.2 million*Controller buys over $200,000 on private company credit card*Financial aid officer uses students to steal $300,000 from a top 10 university *Third employee in a year caught stealing from government employer*How a trusted minister stole more than $300,000*CPA firm specializing in union audits shuts down after partners go to prison*Accountant sentenced to 5 years for $3.1 million theft*Sorority and Fraternity director sentenced for theft in office*Why 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 taps*Why it took 3 years to bust the trusted volunteer treasurer who nearly bankrupted sports club*How a college cashier stole more than $500,000*Red flags of internal fraud, theft and abuse*Simple low cost controls that work in SMEs to minimize internal fraud*Which departments are the highest risk of internal fraud*How internal fraud can risk bank fraud |
| 4/2/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 20WX-2812: Office 365: Take Your Office on the Road With Mobile Apps (Webinar) (20WX-2812)*Review of the premium mobile app features with Office 365*How to use the core Office apps on your mobile device: Excel, Word, Outlook, PowerPoint*Integrating the OneDrive cloud storage with your mobile device strategy*Review of all the available mobile apps: Skype for Business, SharePoint and more*Securing your Office 365 mobile apps data*iOS versus Android mobile apps comparison*How to install and activate the Office 365 mobile apps on your device*Subscription plans featuring Office 365 mobile apps |
| 3/18/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 21WX-0114: OneNote - Mastering Organization of Your Notes & Correspondence (Webinar) (21WX-0114)*Navigating the OneNote interface*Best practices for notebook organization*Learn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooks*Using OneNote with OneDrive to share and collaborate with internal and external users*Creating and using templates to streamline your notebook management*Integrating OneNote with your task manager*Using the power of tags to manage and search your content*Using OneNote on your tablet and smartphone |
| 4/15/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| 20WX-2505: Office 365 Forms App Fundamentals (Webinar) (20WX-2505)*Orientation to the Forms app features and interface*Step-by-step process for creating a form*How to share your form with others to complete it*Tools for analyzing the form responses*Creating a quiz, e.g. a competency quiz*Alternative Forms app solutions |
| 2/9/2021 | 12 - 1 p.m. | Online | 1 CPE | |
| New 20WX-2487: Reporting Fundraising Activities: 990 Part VIII & On (Webinar) (20WX-2487)*Definition of "fundraising events and sales" and distinguishing operations that are outside of such characterization*Address of what constitutes a true gift or contribution when same is paid on top of a purchase of services or goods *Specifics of Form 990 inputs to be made on Part VIII Lines 1c and 8a (and Schedule G's counterpart) and noting insufficiency of GAAP reporting*Inputting data in order to bifurcate an event's participant or purchaser's payment to "gift/contribution" versus fundraising event or sale revenue streams*What constitutes a "solicitation" expense that need be reported on Part IX, and thus cannot be characterized as a direct expense of a fundraising event or sale *Practical tips for handling revenues from silent auctions and guidance on auction of "rights to use" another's properties or services *Communicating with filers' managers as to the advance work they can perform to shortcut 990 documentation needs in this arena*Ramifications and results of 990 Part VIII reporting on each of the two "public support tests" |
| 2/5/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| New 20WX-2701: Keeping your Clients out of IRS Jail (Webinar) (20WX-2701)*Overview of available technology and resources to help provide attendees tools to assist their clients minimize exposure to tax audit issues. *The focus of the IRS is during audits, record-keeping and vital conversations to have with your clients. |
| 3/3/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| 20WX-2709: Audit Methodologies and Documentation (Webinar) (20WX-2709)*Yellow Book standards for evidence and documentation*Evaluating the strength of audit methodologies*Creating complete and compliance audit documentation*Resulting audit findings |
| 3/4/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| New 20WX-2753: Form 990 Schedule L, Transactions with Interested Persons (Webinar) (20WX-2753)*Overview of the methodology that Schedule L employs in its Parts II, III and IV to cast sunlight on the fact of that an "Interested Person" (IP) remained engaged with the filer in loan arrangements, or was the beneficiary of grants or assistance from the filer, or had business transactions with the filer that exceeded de minimis thresholds *Introduction to the five categories by which IP status vests in reporting on non-excise-tax reached intersections (i.e., the five categories that apply across each of Schedule L's Parts II-IV)*Explanation of the dollar-amount thresholds employed solely in Schedule L's Part IV (which is where disclosure of "business transactions" with IPs is required), along with preparation tips for this part*Summary of Schedule L's Part III instructions as to what constitutes the provision of grants or assistance to an IP *Overview of the special rule educational institutions have allowing them to not disclose the names of their scholarship or fellowship recipients in Part III*The reach of Schedule L's Part II reporting on loans outstanding with IPs, along with preparation tips for this part*Quick review of the Internal Revenue Code section 4958 excise tax scheme that 501(c)(3), (c)(4), and (c)(29) filers are subject to should they have conveyed "excess benefit" in any transaction with a disqualified person; and timing and disclosure considerations behind Schedule L's Part I |
| 3/10/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WX-2308: Mixed Reality for Accountants (Webinar) (20WX-2308)*Mixed reality snapshot*Mixed reality's multiple implications for the accounting profession*Mixed reality case studies *Leading mixed reality players and products*Key mixed reality resources and communities online *Mixed reality starter strategy for accountants |
| 1/15/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| New 20WX-2913: Unlocking the Mysteries of Key Person Value (Webinar) (20WX-2913)*How to identify the attributes of a key person*How to quantify the value of the attributes*How to understand the empirical data related to key person value*Apply valuation standards to a key person analysis*Review key court decisions regarding key person issues |
| 3/31/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| 20WX-2891: Office 365: Ready, Set, Go! - Developing Your Strategy (Webinar) (20WX-2891)*Review of the key Office 365 deployment issues that need to be addressed*What data will be stored in OneDrive and/or SharePoint vs. your local servers and PCs*Who will be your Office 365 administrator(s)*Determining if you will need professional / technical assistance*What subscription plans are required for your individual team members*Developing a cost-effective end user training plan*What is involved in converting your current email databases to Office 365 Exchange Outlook *Defining your user permissions model*Defining your mobile deployment strategy for Office 365*Developing a deployment timeline with minimal disruption in your business |
| 3/29/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 20WX-2582: Power BI: Use Advanced Calculations with DAX Formulas (Webinar) (20WX-2582)*Review Power Pivot calculations (column calculations vs. measures)*Create advanced DAX formulas*Using a Date / Calendar table for data analysis*The DAX calculation processThis course is #7 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 2/17/2021 | 12 - 4 p.m. | Online | 4 CPE | |
| 20WX-2872: Confessions of a Mompreneur: Leadership Lessons Learned (Webinar) (20WX-2872)*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. |
| 3/26/2021 | 9 - 10 a.m. | Online | 1 CPE | |
| 20WX-2869: Succession Planning and Knowledge Capture/Transfer (Webinar) (20WX-2869)*Creating complete succession plans*Identifying the "right" successors*Creating and implementing development plans to ensure the successors will succeed*Capturing and transferring critical knowledge that must be transitioned to the successors |
| 3/26/2021 | 12 - 1 p.m. | Online | 1 CPE | |
| New 20WX-2353: Capitalizing and Depreciating Assets: Review and Update (Webinar) (20WX-2353)*Recent tax legislation and administrative developments related to capitalization and eligible property for Section 179 and Section 168(k).*Discussion of the Section 179 and Section 168(k) deductions and their use to depreciate real property.*Disposition of segments of real property.*Exchanges of tangible personal property after repeal of the like-kind exchange rules.*Luxury auto depreciation.*Standard mileage rate and when to use it. |
| 1/21/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| New 20WX-2702: QuickBooks: Know the Right Version for Your Client (Webinar) (20WX-2702)*Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete one*What are the questions to ask your client that will also assist in determining which is better -- QuickBooks Desktop or QuickBooks Online*A deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisons*The challenges of converting between versions*A look at what's new for 2020 in both Desktop and Online |
| 3/3/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE | |
| 20WX-2580: Word: To The Next Level With Advanced Features (Webinar) (20WX-2580)*Styles*Themes*QuickParts*SmartArt*Linking*Table of Contents*Cover Pages*Collaborating*Mail merge |
| 2/17/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 20WX-2826: A/R and A/P: Effective Management Techniques (Webinar) (20WX-2826)*Leverage technology to manage A/R and A/P*Structure A/R to provide your organization a strategic advantage*Ten ways to collect your money*Make A/P a tool to enhance your Supply Chain's potential*Use bench marking metrics to manage and track the effectiveness of A/R and A/P in cash management |
| 3/22/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| 20WX-2630: Smart Contracts for Accountants (Webinar) (20WX-2630)*Smart contracts overview*Technology pros and cons*Implications for the accounting profession*Case studies *Leading vendors *Lessons learned to date*Key resources and communities online *Starter strategy for accountants |
| 2/23/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| New 21WX-0168: Ethics: 2020 Regulatory and Standards Update (Webinar) (21WX-0168)*Stay in compliance with recent ethics standards changes that impact your practice.*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.*Discuss emerging issues and standard-setting activity that could affect your practice in the future.*Explore practical applications of the standards and hear about common practice issues and challenges. Examples include: does independence matter, can you ethically serve clients in the cannabis industry, and are you required to report potential noncompliance with laws and regulations to third parties?*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity. |
| 4/22/2021 | 1:30 - 3:30 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2395: Things I Think I Think: Valuation of Intellectual Property (Webinar) (20WX-2395)*The characteristics of intellectual property*The different types of intellectual property*The factors that add to or detract from the value of intellectual property*Different methods of determining the value of intellectual property |
| 1/26/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| 20WX-2540: Excel: Two Must Know Features: Defined Names & Tables (Webinar) (20WX-2540)*Using Defined Names in formula creation*Learning how Defined Names can lead to more accurate spreadsheets*Structured calculations in Excel Tables |
| 2/12/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| New 20WX-2575: GAAP: Generally Accepted Awesome Presentations (Webinar) (20WX-2575)*Develop compelling and useful presentations*What not do in a presentation*Essential PowerPoint dos and don'ts *What to do before, during and after presentations |
| 2/17/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 21WX-0010: Revenue Recognition: Risks NOT in the New Standard (Webinar) (21WX-0010)*Using 10 real cases, Gary will show you why the new monster accounting standard on revenue recognition misses simple yet crucial risks that incent entities to manipulate revenue. *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 |
| 4/1/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| New 21WX-0147: Yellow Book Standards for Performance Auditors (Webinar) (21WX-0147)*Requirements of Yellow Book which are applicable to performance audits*Unique requirements of the GAO's Yellow Book |
| 4/20/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| 20WX-2354: Defective Compensation Systems: When Bonuses and Incentives Go Bad (Webinar) (20WX-2354)*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 profit*Industry risk - Trucking companies*Company risk - Domino's*Regulatory risk - First Energy Davis-Bessie Power Plant*Healthcare - Discharging patients to maximize profits*Nonprofits - Rewards based on outputs vs. inputs*Schools - Perverse incentives compel teachers to cheat*BONUS - Maximize profits - How to transform goal incongruence into goal congruence |
| 1/21/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| New 20WX-2418: Section 199A: Review and Recent Developments (Webinar) (20WX-2418)*A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate - "safe harbor" rule and aggregation rules*Self-rental rule for Section 199A compared to self-rental rule for passive activities*Differing impact on the sole proprietorship, partnerships and S Corporations*Forms reporting on Forms 8995 and 8995-A*Section 199A flowchart |
| 1/28/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| New 20WX-2915: Outlook: Mastering Email Composition from A to Z (Webinar) (20WX-2915)*Orientation to the Outlook interface and navigation*Detailed review of the Outlook email composition ribbon*Selecting email recipients and understanding address books*Formatting message text from A to Z*Tagging messages for follow-up*Attaching files, business cards and your calendar to messages |
| 3/31/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE | |
| New 20WX-2724: That'll Leave a Mark: Creating a Personal Brand (Webinar) (20WX-2724)*Importance of having long-term focus*Definition of a personal brand*Characteristics of a personal brand*Definition and creation of brand equity*Advantages of positive brand equity*How to create brand equity |
| 3/5/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| New 20WX-2498: Intro to 60% of the 990's Most Common Schedules: A, B & C (Webinar) (20WX-2498)*What every 990 preparer needs to know about the benefits of a 501(c)(3) organization being a so-called public charity rather than a private foundation (including understanding how Schedule A, Part I "claims" such qualification) *The public policy precepts and resulting emphasis preparers must apply in approaching the predominant "public support test" in favor of completion of Schedule A's Part II *The overarching needs behind preparing Schedule B for filing and, as necessary, its related worksheet: which donors are to be listed and with what identifying information required to be provided to the IRS, depending on 501(c) status of the filer; and what information 501(c)(3) filers will omit from the public inspection copy of the 990*Introduction to the baselines driving each of the Schedule C's three Parts: undertaking electioneering in favor of, or opposition to, candidates or the political parties supporting them (Part I); lobbying reporting when same is undertaken either in the tax year (for non-electors) or regardless of activities, when a 501(h) election is in place (Part II); and the existence of the so-called "proxy tax" and its demands when 501(c)(4), (5) or (6) organizations with dues-paying members incur electioneering or lobbying expenses as determined by a Code section that tracks non-exempt organization definitions |
| 2/8/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 20WX-2426: Don't Let Your Schedule Get Away From You (Webinar) (20WX-2426)*Identify your own particular time wasters and adopt strategies for eliminating them*Reduce stress*Reduce time spent in meetings*Clarify and prioritize objectives and goals*Manage email, VM and IM*Delegate more effectively*Adopt appropriate strategies for dealing with interruptions*Use practical techniques for organizing work*Learn to delegate and work more effectively*Learn how to manage your energy during the day*Put an end to multi-tasking |
| 1/29/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 21WX-0146: S Corporations: How to Calculate the Shareholder's Basis (Webinar) (21WX-0146)*Discusses the calculation of basis when the entity is formed including the impact of contributed property.*Explains the importance of shareholder loans to the entity.*Uses a comprehensive example to illustrate the mechanics of the basis determination process.*Discusses how basis is impacted by distributions of corporation property.*Explains how basis is impacted by sale/or liquidation of the S Corporation interest.*Shows how to get from the Schedule K-1 information to the basis calculations. |
| 4/20/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| New 20WX-2555: Partnership/LLC Taxation: Recent Developments (Webinar) (20WX-2555)*Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another*How to determine a partner's share of the partnerships liabilities*Distinguishing "recourse" loans from "nonrecourse" loans*What are the "qualified nonrecourse financing" loans and how they affect partners*Review of the Sec. 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Review of the Sec. 464 "at risk" rules and how they impact Schedule K-1 reporting |
| 2/15/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 21WX-0085: Real Estate Professionals, Passive Activity and Section 199A (Webinar) (21WX-0085)*Definition of a real estate professional*Pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S Corporations) reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules*Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction*Several real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standards*Real estate professionals and the "former passive activities" rules |
| 4/12/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WX-2836: Financial and Tax Accounting for Business Entities (Webinar) (20WX-2836)*Review of the Accounting Standards Codification and its application to partnerships, LLCs and S Corporations.*Review of OCBOA and its application of difference business entities.*Review of the AICPA financial reporting framework for small and medium-sized entities. *The integration of financial accounting with the Form 1065 and Form 1120S.*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting.*Deferred tax accounting for partnerships, LLCs and S Corporations.*Financial accounting for the operations of a partnership/LLC.*Review of the new AICPA "small" GAAP rules.*Required S status financial accounting disclosures.*Financial accounting impact of the C to S election and the S to C election.*Financial vs. tax accounting for loans to and from S Corporations and their shareholders and S Corporation investments in other entities. |
| 3/22/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| New 20WX-2367: Data Analytic: Practical Insights for Today's Accountant (Webinar) (20WX-2367)*Explore new tools and client engagement techniques using data analytics*Introduce popular data analytical software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement |
| 1/22/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| New 21WX-0236: Excel: Fundamentals, Data Entry and Basic Formulas (Webinar) (21WX-0236)*Review of the Excel interface*Basic data entry tasks using the fill command, range selection and copy & paste*Basics to creating formulas (absolute/relative reference, auto-computer, functions) |
| 4/30/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| 20WX-2662: Corporate Ethics Cases in Diversity and Inclusion (Webinar) (20WX-2662)*Everyone can experience discrimination or harassment*What the AICPA Code of Professional Conduct says about harassment and discrimination*Other sources of ethical guidance*Recent EEOC Cases*Learning about each other |
| 2/26/2021 | 10 - 11 a.m. | Online | 1 CPE / 1 Ethics | |
| 20WX-2624: Financial Accounting for Related Party Transactions (Webinar) (20WX-2624)*FASB codification provisions for transactions with related parties, including business owners and special purpose entities.*Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities.*Reviews the tax accounting related taxpayers standards,*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards. |
| 2/23/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WX-2799: Governance Time! Form 990 Part VI & Schedule O Narrations (Webinar) (20WX-2799)*Drill-down into the complete instructions behind the entirety of Part VI's six key inquiries (Board member independence (Line 1), TDOKEs' connections via business or family relationships (Line 2), use of management companies (Line 3), Board oversight of Form 990's preparation needs (Line 11), conflict of interest policies and management (Line 12), how compensation is set for top officers (Line 15) *Discussion of the issues behind the "do you participate in a joint venture" query (Line 16) *Summary of disclosure needs when filer has members/stakeholders with certain voting rights (Lines 6-7) *Understand what likely comprises a "significant change" to organizational documents, and in such presence, what disclosures are required (Line 4)*Be aware of what constitutes a "significant diversion of assets" and ramifications that result if same need be reported (Line 5)*Understand this part's "Disclosure" Section and the public and/or regulatory reporting it serves*Explanation of what 'motivates' additional inquiries (i.e., Lines 8-10, 13-14) |
| 3/17/2021 | 3:30 - 4:30 p.m. | Online | 1 CPE | |
| 20WX-2657: Ethics: 10 CPAs Behaving Badly (Webinar) (20WX-2657)*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. |
| 2/25/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE / 4 Ethics | |
| New 20WX-2340: Governance Time! Form 990 Part VI & Schedule O Narrations (Webinar) (20WX-2340)*Drill-down into the complete instructions behind the entirety of Part VI's six key inquiries (Board member independence (Line 1), TDOKEs' connections via business or family relationships (Line 2), use of management companies (Line 3), Board oversight of Form 990's preparation needs (Line 11), conflict of interest policies and management (Line 12), how compensation is set for top officers (Line 15) *Discussion of the issues behind the "do you participate in a joint venture" query (Line 16) *Summary of disclosure needs when filer has members/stakeholders with certain voting rights (Lines 6-7) *Understand what likely comprises a "significant change" to organizational documents, and in such presence, what disclosures are required (Line 4)*Be aware of what constitutes a "significant diversion of assets" and ramifications that result if same need be reported (Line 5)*Understand this part's "Disclosure" Section and the public and/or regulatory reporting it serves*Explanation of what 'motivates' additional inquiries (i.e., Lines 8-10, 13-14) |
| 1/20/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE | |
| New 20WX-2845: Office 365 Teams App - Optimizing Your Setup & Configuration (Webinar) (20WX-2845)*Defining your teams and channel structure - best practices*Step-by-step guide on how to create and manage teams and channels*How to organize your Teams navigation panel*Configuring your notification settings*Connecting Teams to external apps*Understanding how Teams integrates with SharePoint, OneNote and Planner apps*Tracking your Teams app usage analytics*Archiving and deleting Teams and related content |
| 3/23/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE | |
| 20WX-2752: Excel: Auditing Your Spreadsheets for Maximum Accuracy (Webinar) (20WX-2752)*Proofing techniques*Excel Auditing Tools*Using the Data Validation feature*Techniques to cross-foot and validate your spreadsheets |
| 3/10/2021 | 1:30 - 3:30 p.m. | Online | 2 CPE | |
| 21WX-0182: Office 365: Take Your Office on the Road With Mobile Apps (Webinar) (21WX-0182)*Review of the premium mobile app features with Office 365*How to use the core Office apps on your mobile device: Excel, Word, Outlook, PowerPoint*Integrating the OneDrive cloud storage with your mobile device strategy*Review of all the available mobile apps: Skype for Business, SharePoint and more*Securing your Office 365 mobile apps data*iOS versus Android mobile apps comparison*How to install and activate the Office 365 mobile apps on your device*Subscription plans featuring Office 365 mobile apps |
| 4/23/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| New 20WX-2448: Ethics: 2020 Regulatory and Standards Update (Webinar) (20WX-2448)*Stay in compliance with recent ethics standards changes that impact your practice.*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.*Discuss emerging issues and standard-setting activity that could affect your practice in the future.*Explore practical applications of the standards and hear about common practice issues and challenges. Examples include: does independence matter, can you ethically serve clients in the cannabis industry, and are you required to report potential noncompliance with laws and regulations to third parties?*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity. |
| 2/2/2021 | 3 - 5 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2628: Money Laundering Awareness for Accountants (Webinar) (20WX-2628)*Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics |
| 2/23/2021 | 3 - 5 p.m. | Online | 2 CPE / 2 Ethics | |
| 20WX-2731: Detecting and Preventing T&E Fraud (Webinar) (20WX-2731)*7 common types of expense reimbursement fraud *3 red flags of T&E fraud*2 best T&E fraud detection methods*Who the biggest T&E thief usually is |
| 3/8/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| 20WX-2887: Ethics: What a CPA in Public Practice Needs to Know (Webinar) (20WX-2887)*Ethics for Members in Public Practice: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Eleven Rules for Members in Public Practice*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Discussions: Members in Public Practice |
| 3/29/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2854: Presentation Skills for Auditors (Webinar) (20WX-2854)*How to connect with your audience*What to do when the unexpected happens*How to use your natural resources to enhance your message*How to narrow your message for maximum impact*What to avoid in a PowerPoint presentation |
| 3/24/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| New 20WX-2504: Cost of Capital Determinations for Business Appraisal (Webinar) (20WX-2504)*Participants receive a solid overview of the fundamental concepts underlying cost of capital in the context of a closely held business with particular focus on the use of a build-up model. Where the data comes from will be a key focus, as will the areas the require subjective judgement with respect to supporting growth rates and unsystematic risk elements. |
| 2/9/2021 | 8:30 - 9:30 a.m. | Online | 1 CPE | |
| New 20WX-2680: Excel: Formatting Spreadsheets for Beginners (Webinar) (20WX-2680)*Cell formatting basics (fonts, fill, borders, alignment, numbers)*Using quick formatting tools (Cell Styles, copy & pasting, cell formats)*Printing your spreadsheets (page layout, printing to paper and PDF) *Creating and using templates*Create a Default layout (Workbook, sheets, settings) |
| 3/1/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| New 20WX-2451: Google Analytics for Accountants (Webinar) (20WX-2451)*Tool overview*Setting up a data stream*Dashboards*Custom reports and alerts*Realtime reporting*Audience insights*Acquisition metrics*Behavior tracking*Conversions and online goal-setting*Pulling it all together to guide and take action |
| 2/2/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE | |
| 20WX-2760: Excel: Create KPI Dashboards for Maximum Impact (Webinar) (20WX-2760)*Dashboard design guidelines*Setting up a Data Model*Creating calculated fields and columns*Creating KPIs*Adding a linked table to the data model*Creating PivotTables and PivotCharts*Adding Power View visualizations*Reviewing the completed dashboard |
| 3/11/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| New 21WX-0091: Google My Business for Accountants (Webinar) (21WX-0091)*Tool overview*Posts*Information*Insights*Reviews*Messaging*Photos*Services*Website*Users*Putting it all together to optimize your Google presence |
| 4/13/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| 20WX-2739: Recession Preparedness for Businesses (Webinar) (20WX-2739)*History of Modern Recessions (Post WWII), their commonalities, potential triggers and monetary policy preceding, during and following each occurrence. *Opportunities presented by recession for businesses*Practical ideas for businesses to prepare for and increase their chances of surviving, and thriving, during a recession*How CPAs can assist their business clients in preparing for and capitalizing on recession opportunities |
| 3/9/2021 | 8 - 9 a.m. | Online | 1 CPE | |
| New 20WX-2392: Introduction to Fraud Case Work (Webinar) (20WX-2392)*How to begin working in the area of fraud case work utilizing the same exact tools you currently know, but just changing the way you analyze what you are looking at. *Learn how to create a simple case plan and checklist including tax return vs. accounting files*The importance of source documents *How to read a complaint |
| 1/26/2021 | 1:30 - 3:30 p.m. | Online | 2 CPE | |
| 20WX-2640: Ethics: IRS Criminal Investigations - Key Lessons for Accountants (Webinar) (20WX-2640)*Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*New England*Middle Atlantic*East *North*Central*West *North Central*South Atlantic*East South *Central West *South Central*Mountain*Pacific*How accountants can add value to their operations by aiding law enforcement and fighting economic crime |
| 2/24/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE / 2 Ethics | |
| New 21WX-0108: Data Analytic: Practical Insights for Today's Accountant (Webinar) (21WX-0108)*Explore new tools and client engagement techniques using data analytics*Introduce popular data analytical software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement |
| 4/15/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WX-2538: Bribery and Corruption Awareness for Accountants (Webinar) (20WX-2538)*What is bribery?*What is corruption?*Role of the tax administration in combating bribery and corruption*Role of tax examiners and tax auditors*Indicators of possible bribery or corruption*External and internal risk factors*Taxpayer transaction indicators*Payment and money flow signals*Bribery and ethics |
| 2/12/2021 | 9 - 11 a.m. | Online | 2 CPE / 2 Ethics | |
| 20WX-2636: Defective Compensation Systems: When Bonuses and Incentives Go Bad (Webinar) (20WX-2636)*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 profit*Industry risk - Trucking companies*Company risk - Domino's*Regulatory risk - First Energy Davis-Bessie Power Plant*Healthcare - Discharging patients to maximize profits*Nonprofits - Rewards based on outputs vs. inputs*Schools - Perverse incentives compel teachers to cheat*BONUS - Maximize profits - How to transform goal incongruence into goal congruence |
| 2/24/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| 21WX-0061: Ethics and Opportunities of Voice-Enabled Digital Assistants (Webinar) (21WX-0061)*Overview of virtual assistants*Interaction methods*Services offered*Devices and objects where found*Social and ethical impact and concerns*Discretion*Privacy*Data ownership*Data security*Voice recognition and digital wiretapping*Cyber-bullying and harassment*Algorithmic authority and "choice"*Commercial oversight and branding*Language and locational bias*Advertising*Voice analytics and conversational audits*Leading platforms*Voice assistant starter strategy for accountants |
| 4/8/2021 | 12 - 2 p.m. | Online | 2 CPE / 2 Ethics | |
| New 21WX-0095: Yellow Book Standards for CPAs in Public Practice (Webinar) (21WX-0095)*Requirements of the Yellow Book applicable to financial audits and the single audit*Unique requirements of the GAO's Yellow Book that go beyond AICPA standards |
| 4/13/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| New 20WX-2789: Choosing the Right Entity: Factors and How to Weigh Them (Webinar) (20WX-2789)*Discussion of the impact of the Section 199A flow-through entities deduction, including ramifications of the C to S election and S to C election*Corporate tax rate to individual tax comparison examples*The latest tax legislation and developments related to choice of entity, including sole proprietors, single member LLCs, partnerships/LLCs, S Corporations and C Corporations |
| 3/16/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| 20WX-2568: S Corporations: How to Calculate the Shareholder's Basis (Webinar) (20WX-2568)*Discusses the calculation of basis when the entity is formed including the impact of contributed property.*Explains the importance of shareholder loans to the entity.*Uses a comprehensive example to illustrate the mechanics of the basis determination process.*Discusses how basis is impacted by distributions of corporation property.*Explains how basis is impacted by sale/or liquidation of the S Corporation interest.*Shows how to get from the Schedule K-1 information to the basis calculations. |
| 2/16/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WX-2645: Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (20WX-2645)*A tour of the PowerBI.com interface*Sharing data with Power Pivot and Power BI Desktop*Creating visualizations and turning them into dashboards*Sharing visualizations and dashboards with othersThis course is #9 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 2/24/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| New 21WX-0024: 5 Elements of a Finding (Yellow Book) (Webinar) (21WX-0024)*This course is centered on the five elements of a finding as required by the GAO's Yellow Book and the IIA. |
| 4/5/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 20WX-2627: Making the Transition to Advisory Services (Webinar) (20WX-2627)*Opportunities for advisory services.*Types of advisory services.*Value pricing |
| 2/23/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| New 21WX-0002: Analytical Procedures: Practical Applications and Standards (Webinar) (21WX-0002)*Discussion of analytical procedures in audit and review engagements*Practice examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures |
| 4/1/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| New 21WX-0060: Communication Skills for Introverts (Webinar) (21WX-0060)*The five areas to improve your communication that will be presented are:*Listening*Writing*Understanding your audience*Virtual communication*Non-verbal Communication |
| 4/8/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 20WX-2404: Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (20WX-2404)*A tour of the PowerBI.com interface*Sharing data with Power Pivot and Power BI Desktop*Creating visualizations and turning them into dashboards*Sharing visualizations and dashboards with othersThis course is #9 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 1/27/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 21WX-0018: Don't Let Conflict Derail Your Relationships (Webinar) (21WX-0018)*Identify conflict quickly*Understand your own conflict response style*Identify what triggers you or other to get angry by learning how the brain works*Learn how to have a conversation that dissolves conflict*Tips for learning multiple strategies for managing conflict |
| 4/2/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE | |
| 20WX-2576: Guide to 1041 Preparation of Estates and Trusts (Webinar) (20WX-2576)*Similarities and differences to individual taxation*Filing requirements, deadlines and penalties: Section 645 election*Simple or complex trusts?*Grantor trust filing options*Gross income*Deductions: Notice 2018-61*Distributable Net Income - DNI*Section 199A deduction |
| 2/17/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE | |
| 20WX-2885: Communicating Financial Information to Non-Accountants (Webinar) (20WX-2885)*The math literacy barrier*The financial literacy barrier*What to say and how to say it*Communicating ideas graphically |
| 3/29/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| New 21WX-0048: Emerging Issues in Cannabis and Hemp/CBD (Webinar) (21WX-0048)*The content includes fast-paced discussion of what has been learned in other more mature markets like Colorado, Oregon and Alaska and what to expect in emerging markets where there is only medical access to cannabis or recent access to recreational cannabis. Evolving rules and market dynamics in agricultural hemp will also be addressed. The state of Colorado will be used as an example of cannabis and hemp regulation. |
| 4/7/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 21WX-0033: Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (21WX-0033)*Definition of self-rental property*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S Corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity)*Self-rental property and the flow-through entity grouping election*Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules |
| 4/5/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| 21WX-0102: Guide to Cyber Security Planning (Webinar) (21WX-0102)*Privacy and data security*Scams and fraud*Network and website security*Email*Mobile devices*Employees*Facility and operational security*Payment cards*Incident response and reporting*Security policy development |
| 4/14/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| New 20WX-2750: Communication Skills for Introverts (Webinar) (20WX-2750)*The five areas to improve your communication that will be presented are:*Listening*Writing*Understanding your audience*Virtual communication*Non-verbal Communication |
| 3/10/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| 20WX-2551: Advanced Googling for Accountants (Webinar) (20WX-2551)*Getting Google Ready*Google Mobile Tools*Google Personalization and Optimization*Google Eyes and Ears: How Google Can Literally Read, Hear and See You.*Googling to Your Own Devices: How Results Vary By Computer *Hiding in Plain Sight: What You're Missing on the Google Results Page*Google Sweet Talk*Power Search Tools*Google Verticals*How to Be a Google Super Hero: Three Key Strategies |
| 2/15/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE | |
| 20WX-2547: Shorten Month-End: Closing Best Practices (Webinar) (20WX-2547)*Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close*Review and discuss information systems' headaches that slow you down*Work through examples of close cycle "time killers" and how to resolve them*Get inventory and cost of sales under control*Identify the improvement projects that will yield the biggest benefit*Review what leading edge finance managers are doing to close more quickly |
| 2/12/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE | |
| New 20WX-2817: Case Study Ethics for Today's Accountant (Webinar) (20WX-2817)*Review of the AICPA Code of Professional Conduct*Discuss the principles of professional conduct*Compliance with professional standards*Professional judgement |
| 3/19/2021 | 9:30 - 10:30 a.m. | Online | 1 CPE / 1 Ethics | |
| New 20WX-2583: Eldercare Financial Scam Protection (Webinar) (20WX-2583)*Exponential growth of aging population due to Baby Boomers *Sources of scams and schemes perpetrated against older adults*Methods to protect older adults from scams*Suspicious Activity Reporting (SAR)*Flagging credit reports and bank accounts*Conservatorships and Guardianships*Where to report elder abuse |
| 2/18/2021 | 9:30 - 10:30 a.m. | Online | 1 CPE | |
| 20WX-2432: Excel: Using PivotTables for Data Analysis (Webinar) (20WX-2432)*The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts |
| 1/29/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE | |
| 20WX-2471: Cybersecurity Disruption: What CPAs Need to Know (Webinar) (20WX-2471)*The content of this course will cover several of the most important trends and topics driving change in the cybersecurity conversation. As blockchain platforms, robotic process automation, artificial intelligence, and cryptocurrencies become increasingly mainstream. The implications for cybersecurity policies and procedures are profound. *This session provides attendees with the terminology, concepts, strategies, and applications that will enable them to deliver value to clients seeking cybersecurity solutions now and moving forward. |
| 2/4/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| 20WX-2678: Ethics: IRS and Global Tax Enforcement for Accountants (Webinar) (20WX-2678)*Snapshot of IRS global tax enforcement operations*IRS CI Narcotics and Counterterrorism (NCT) program *Global Illicit Financial Team (GIFT)*International Tax Group*IRS--CI Nationally Coordinated Investigations Unit (NCIU)*Foreign Account Tax Compliant Act*Joint 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 |
| 3/1/2021 | 8 - 10 a.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2783: Excel: Advanced Formatting to Improve Your Spreadsheets (Webinar) (20WX-2783)*Customizing cell formatting and cell styles*Using number and custom number formatting*Using Conditional Formatting to format cells based upon a defined criteria*Protecting a worksheet and workbook to prevent changes |
| 3/15/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WX-2685: Reporting Program Service & Governance: 990 Parts III & VI (Webinar) (20WX-2685)*Part III's mandated disclosures with respect to the "largest three" programs conducted in the filing period*Handling public relations needs when the size measures for "largest three" result in omission of a 'top 3' program *Function of Part III as an ongoing updating of the filer's listing of all activities being performed as of the tax year being reported upon *Properly reporting upon new or changed programmatic efforts and appropriate reporting on program cessation *Function (and methodology) of Part VI, with emphasis on its six most important inquiries *Role of Schedule O in providing mandated narration of governance practices inquired of in Part VI*Common 'foot-faults' in answering Part VI's key questions |
| 3/1/2021 | 1:30 - 3:30 p.m. | Online | 2 CPE | |
| New 20WX-2801: Disclosing Managers / Compensation on Core Form 990 & Sch. J (Webinar) (20WX-2801)*Review of who is to be reported in Part VII-A as a current or former legally or quasi-legal "in-charge" (i.e., Trustee-Director, Officer, Key Employee -- a group also known as "TDOKEs") or as a High 5*Exploration of the challenges in determining: current Key Employees versus Officers; former (relating to "current" status in prior-years) TDOKEs and/or High 5s; and who qualifies as a Trustee-Director in circumstances of limited involvement with the filer's governance*Compensation reporting: the required "dial back" to the calendar year for organizations with a ye other than 12/31; handling of compensation provided from "related organizations" (including reporting exceptions) versus that coming from certain unrelated payors*Review of compensation "buckets": "reportable compensation" versus "other compensation" and the applicable exceptions for Core Form reporting*Additional compensation detailing that is required on Schedule J's Part II when an individual TDOKE's or High 5's circumstances "trigger" application of that schedule *Complex reporting situations: individuals procured from management companies or from employee-leasing organizations; common paymaster reporting scenarios; payment to an individual for services they are providing the filer by an unrelated organization |
| 3/17/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE | |
| New 21WX-0239: Power BI: OLAP Formulas & More Time Intelligent Functions (Webinar) (21WX-0239)*OLAP functions to create custom calculations on an Excel worksheet*Measures that help determine the date of your refreshed data*Advanced time intelligent functions to create date-based measures |
| 4/30/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| New 20WX-2602: Ethical Challenges for CPAs: Do You Have a Breaking Point? (Webinar) (20WX-2602)*Explore cases of practitioners that succumbed to pressure and lost their livelihoods - from helping clients avoid restating earnings to backdating changes to audit work papers. *Discuss the pressures that cause CPAs to cross the line and how to make sure you do not succumb to the pressure. What are the ethical principles that CPAs are required to follow? Is there a way out? *Consider other cases of CPAs that became fraudsters. Who is responsible for fraud prevention? How can you keep your clients safe from them? |
| 2/19/2021 | 12 - 2 p.m. | Online | 2 CPE / 2 Ethics | |
| 20WX-2908: Making Internal Audit an Asset for the CFO (Webinar) (20WX-2908)*Overlooked benefits your Internal Audit function can provide;*Developing finance personnel *Broadening finance staff assignments *Creating guest auditor rotations to develop and share best practices*Improving operational auditing*Enhancing compliance auditing*Creating third party auditing process to ensure outsourced risk is managed*Driving a culture of control |
| 3/31/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 20WX-2398: Debt or Equity: Which Will Your Organization Need Next? (Webinar) (20WX-2398)*Understand your cost of capital*Interpret your cost of capital*Evaluate the pros and cons of debt*Know how to raise debt*Understand the pros and cons of equity*Learn how to raise equity*Understand the decision process through several real world organizations examples |
| 1/27/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 20WX-2823: Vendor Fraud: Protecting Against a Growing Threat (Webinar) (20WX-2823)*External and internal vendor and AP frauds*Vendor frauds that can cost you more than theft of goods or cash*Subcontractor fraud*Who commits vendor fraud*Vendor invoicing fraud*Manipulating vendor checks*The red flags of vendor frauds*Straw and fake suppliers: Case studies*Kickback schemes |
| 3/19/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE | |
| 21WX-0084: Payroll Fraud: Detection and Prevention (Webinar) (21WX-0084)*6 things you will learn in Payroll Fraud*How to spot "ghost" employees*Timecard falsification schemes*Fraudulent commissions (usually with kickbacks)*How payroll managers manipulate pay rates*Red flags of payroll frauds*Best practices to detect and prevent payroll fraud |
| 4/12/2021 | 3:30 - 5:30 p.m. | Online | 2 CPE | |
| 20WX-2341: An Ethical Framework: How It Works (Webinar) (20WX-2341)*Structure of Professional Ethics*The Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board *What Happens When an Ethics Complaint is Received*Case Studies |
| 1/20/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE / 2 Ethics | |
| New 21WX-0170: Presentation Skills for Auditors (Webinar) (21WX-0170)*How to connect with your audience*What to do when the unexpected happens*How to use your natural resources to enhance your message*How to narrow your message for maximum impact*What to avoid in a PowerPoint presentation |
| 4/22/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 20WX-2730: Cybersecurity Disruption: What CPAs Need to Know (Webinar) (20WX-2730)*The content of this course will cover several of the most important trends and topics driving change in the cybersecurity conversation. As blockchain platforms, robotic process automation, artificial intelligence, and cryptocurrencies become increasingly mainstream. The implications for cybersecurity policies and procedures are profound. *This session provides attendees with the terminology, concepts, strategies, and applications that will enable them to deliver value to clients seeking cybersecurity solutions now and moving forward. |
| 3/8/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 21WX-0224: Advanced Gmail for Accountants (Webinar) (21WX-0224)*Gmail apps for web, mobile and offline*Manage your Gmail account*Read and organize emails*Tips and tricks*Control Settings*Send emails*Google Inbox *Gmail Plugins*
Improve your email efficiency -- a core business function
where the average knowledge worker spends nearly 30% of their daily time
|
| 4/29/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| New 21WX-0064: Reporting Fundraising Activities: 990 Part VIII & On (Webinar) (21WX-0064)*Definition of "fundraising events and sales" and distinguishing operations that are outside of such characterization*Address of what constitutes a true gift or contribution when same is paid on top of a purchase of services or goods *Specifics of Form 990 inputs to be made on Part VIII Lines 1c and 8a (and Schedule G's counterpart) and noting insufficiency of GAAP reporting*Inputting data in order to bifurcate an event's participant or purchaser's payment to "gift/contribution" versus fundraising event or sale revenue streams*What constitutes a "solicitation" expense that need be reported on Part IX, and thus cannot be characterized as a direct expense of a fundraising event or sale *Practical tips for handling revenues from silent auctions and guidance on auction of "rights to use" another's properties or services *Communicating with filers' managers as to the advance work they can perform to shortcut 990 documentation needs in this arena*Ramifications and results of 990 Part VIII reporting on each of the two "public support tests" |
| 4/8/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE | |
| 20WX-2639: Ethics: CFOs and Controllers Who Lost Their CPA License (Webinar) (20WX-2639)*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-profit*CFO Sentenced to 5 Years*CFO Pays Assassin with Company Money*Controller who covered up fraud goes to prison*Controller who took out unauthorized and undisclosed company loans*BONUS: CFOs and controllers explain why they cook the books |
| 2/24/2021 | 12 - 2 p.m. | Online | 2 CPE / 2 Ethics | |
| New 21WX-0183: Partnerships: How to Calculate and Report Partner's Basis (Webinar) (21WX-0183)*How to calculate tax basis capital accounts*2020 new reporting rules on Form 1065, Schedule K-1*Calculation of basis when the entity is formed, including the impact of contributed property*Explanation of the use of both "inside" and "outside" basis determination*Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis*Comprehensive example illustrating the mechanics of the basis determination process*Discussion on how basis is impacted by distributions of partnership property*Explanation of how basis is impacted by sale and/or liquidation of the partnership interest |
| 4/23/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WX-2819: Effective Business Writing (Webinar) (20WX-2819)*Identify effective writing's key elements*Effective Business Writing process*Edit your own and others' documents effectively |
| 3/19/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 21WX-0086: Value Pricing: Getting Started (Webinar) (21WX-0086)*Understand why billing by the hour is counter productive to firm growth*Understand the theory behind value pricing*Review ways to deploy this new model at a firm |
| 4/12/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| 20WX-2850: Guide to 1041 Preparation of Estates and Trusts (Webinar) (20WX-2850)*Similarities and differences to individual taxation*Filing requirements, deadlines and penalties: Section 645 election*Simple or complex trusts?*Grantor trust filing options*Gross income*Deductions: Notice 2018-61*Distributable Net Income - DNI*Section 199A deduction |
| 3/24/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 21WX-0150: Delivering Bad News? Don't Be the Messenger Who Gets Shot! (Webinar) (21WX-0150)*Improving the communication skills of financial professionals*What is the message?*Who will receive the message.*How to convey the message.*Formats, timing and approaches.*Pros and cons of each method.*How to make the point(s) clearly.*How to avoid the crucial and common mistakes when delivering bad news. *Which words to use, and which words to avoid*Decision criteria to help choose a better approach for each situation.*How to make this a positive outcome for you. |
| 4/21/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| New 20WX-2428: Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (20WX-2428)*Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story |
| 1/29/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2478: QuickBooks ONLINE: Monthly Closeouts and Year-End Cleanups (Webinar) (20WX-2478)*The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation. *Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit. |
| 2/4/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| 20WX-2751: Excel: Advanced Spreadsheet Troubleshooting Techniques (Webinar) (20WX-2751)*Learning the art of nesting formulas*Techniques to troubleshoot complex formulas *Review of the 9 built-in error checking options*Techniques to resolve rounding errors |
| 3/10/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| New 20WX-2828: Depreciating and Expensing Business Assets (Webinar) (20WX-2828)*Recent tax legislation and developments related to depreciation and capitalization*Section 179 qualified real property and deduction*Section 168(k) bonus deduction*Depreciation of automobiles, full size trucks and SUVs*Luxury auto limits*ADS depreciation for electing farm and real estate business*Rev. Proc. 2019-13 Safe Harbor*Rev. Proc. 2019-8 |
| 3/22/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE | |
| New 21WX-0110: Ethics: Get Rich, Lose Weight and Enjoy True Love (Webinar) (21WX-0110)*We will begin with a "What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).Next we'll do a deep dive into the five principles of ethical intelligence:*Do No Harm*Make Things Better*Respect Others (by keeping confidences, telling the truth, and keeping your promises)*Be Fair*CareComplete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.We'll conclude with a Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life. |
| 4/15/2021 | 8 - 10 a.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2355: Disclosing Managers / Compensation on Core Form 990 & Sch. J (Webinar) (20WX-2355)*Review of who is to be reported in Part VII-A as a current or former legally or quasi-legal "in-charge" (i.e., Trustee-Director, Officer, Key Employee -- a group also known as "TDOKEs") or as a High 5*Exploration of the challenges in determining: current Key Employees versus Officers; former (relating to "current" status in prior-years) TDOKEs and/or High 5s; and who qualifies as a Trustee-Director in circumstances of limited involvement with the filer's governance*Compensation reporting: the required "dial back" to the calendar year for organizations with a ye other than 12/31; handling of compensation provided from "related organizations" (including reporting exceptions) versus that coming from certain unrelated payors*Review of compensation "buckets": "reportable compensation" versus "other compensation" and the applicable exceptions for Core Form reporting*Additional compensation detailing that is required on Schedule J's Part II when an individual TDOKE's or High 5's circumstances "trigger" application of that schedule *Complex reporting situations: individuals procured from management companies or from employee-leasing organizations; common paymaster reporting scenarios; payment to an individual for services they are providing the filer by an unrelated organization |
| 1/21/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| 21WX-0132: Debt or Equity: Which Will Your Organization Need Next? (Webinar) (21WX-0132)*Understand your cost of capital*Interpret your cost of capital*Evaluate the pros and cons of debt*Know how to raise debt*Understand the pros and cons of equity*Learn how to raise equity*Understand the decision process through several real world organizations examples |
| 4/19/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 20WX-2897: Excel: Working with Text, Date & Time Functions & Formulas (Webinar) (20WX-2897)*Using Text functions to join and separate text entries*Inserting Text functions to work with imported data*Perform date and time calculations with the Date & Time functions |
| 3/30/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE | |
| New 20WX-2514: Yellow Book Standards for CPAs in Public Practice (Webinar) (20WX-2514)*Requirements of the Yellow Book applicable to financial audits and the single audit*Unique requirements of the GAO's Yellow Book that go beyond AICPA standards |
| 2/9/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE | |
| New 20WX-2438: IRS Internal Revenue Manual for Accountants (Webinar) (20WX-2438)*IRS organization and staffing*Service-wide policies and authorities*Resource guide for managers*Managing statistics*Research and analysis for tax administration*Office of the Commissioner Internal Revenue*Internal Management Documents System*Statistics of Income*Records and information management |
| 2/1/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE | |
| 21WX-0054: Windows 10: A Primer (Webinar) (21WX-0054)*Navigating the Windows 10 interface*Leveraging the Metro interface for optimal efficiency*Learn about all of the important Windows 10 settings*Review the new File Explorer interface*Understanding how to use virtual desktops*Finding anything with the improved search tools*Review of Edge, the next generation browser*Manage your PC efficiently with the new Action Center*Be the master of your PC with Cortana*Review of key Windows utility apps*Potpourri of tips and tricks for getting the most out of Windows 10 |
| 4/7/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| New 20WX-2838: At Capacity: The Tough Questions (Webinar) (20WX-2838)*What is diminished capacity/incapacity*What to do if you have concerns*How to prepare your files while clients are competent |
| 3/23/2021 | 12:30 - 1:30 p.m. | Online | 1 CPE | |
| New 20WX-2805: Key Tax Issues Facing Business and Industry (Webinar) (20WX-2805)*Recent federal tax legislative, judicial and IRS developments*Section 199A review and update*New corporate tax rate*Capitalizing, expensing and depreciating assets*Travel, meals and entertainment reporting rules*Accounting methods*Independent contractor vs. employee |
| 3/17/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WX-2402: FASB's New Lease Accounting Standard (Webinar) (20WX-2402)*What is a "lease"?*Recognition and measurement of lease assets and liabilities.*Impact on lessors and lessees.*Disclosures and transition rules.*Effective dates. |
| 1/27/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| 20WX-2916: Rita Crundwell: Largest Municipal Theft in U.S. History (Webinar) (20WX-2916)*A fraud so outrageous, it's a movie*Were the auditors independent?*How Crundwell evaded detection for 20 years*Impact 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 lawsuit*What were the malpractice allegations?*How much the fraud cost the auditors*What happened to Crundwell's family |
| 3/31/2021 | 12:30 - 4:30 p.m. | Online | 4 CPE | |
| 21WX-0075: Word: Learn the Fundamentals (Webinar) (21WX-0075)*Editing and formatting text*Paragraph formatting*Bulleted and numbered lists*Proofing documents*Working with tables*Illustrations in your document*Headers and footers*Templates*Printing documents |
| 4/9/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| 20WX-2479: Vendor Fraud: Protecting Against a Growing Threat (Webinar) (20WX-2479)*External and internal vendor and AP frauds*Vendor frauds that can cost you more than theft of goods or cash*Subcontractor fraud*Who commits vendor fraud*Vendor invoicing fraud*Manipulating vendor checks*The red flags of vendor frauds*Straw and fake suppliers: Case studies*Kickback schemes |
| 2/4/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE | |
| 20WX-2571: Power BI: Go Beyond PivotTables with Power Pivot (Webinar) (20WX-2571)*Data modeling in Power Pivot*Using basic DAX to create calculations*What are and when to use calculated columns and measures*Using the data model in Power Pivot to create PivotTables*Hierarchies in Power PivotTO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS, CLICK HERE. This course is #6 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.View Series Sequence |
| 2/16/2021 | 1 - 5 p.m. | Online | 4 CPE | |
| 20WX-2779: Cash Conversion Cycle: Tools and Techniques (Webinar) (20WX-2779)*Why the cash conversion cycle is your organization's lifeblood*Why traditional liquidity measures are no longer sufficient*How the cash conversion cycle provides a complete picture of your organization's cash management issues*Compare four cash management metrics to your organization and your competitors*Understand the arguments for and against cash accumulation |
| 3/15/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| New 21WX-0235: Excel: Advanced Defined Names & Excel Tables (Webinar) (21WX-0235)*Using the INDIRECT function with Defined Names*The importance of Consistent Column Calculations*Ways to create Consistent Column Calculations*Using Structured Table References in formulas |
| 4/30/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 20WX-2316: Dream Wide Awake: Overcoming What Limits You in Life! (Webinar) (20WX-2316)*The three promises to live and achieve by*A different way to approach goals that brings out what is really holding you back *The five areas of wishful thinking and how to surpass with inspired action*The six areas of fearful thinking and how to overcome with courageous intent |
| 1/18/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| 21WX-0174: Succession Planning and Knowledge Capture/Transfer (Webinar) (21WX-0174)*Creating complete succession plans*Identifying the "right" successors*Creating and implementing development plans to ensure the successors will succeed*Capturing and transferring critical knowledge that must be transitioned to the successors |
| 4/23/2021 | 1 - 2 p.m. | Online | 1 CPE | |
| New 20WX-2656: The GAO's Green Book: Internal Controls (Webinar) (20WX-2656)*Purpose of the Green Book and COSO models*Maturity scale for internal controls*Application of the five elements of internal control to a case study*Explanation of the 17 principles*Discussion of how to integrate components and principles |
| 2/25/2021 | 1:30 - 3:30 p.m. | Online | 2 CPE | |
| 21WX-0015: Avoid Failures: Succeed Through Experimentation (Webinar) (21WX-0015)*Learn by experimentation*Fire bullets, not cannonballs |
| 4/2/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| 20WX-2363: Power BI: Use Advanced Calculations with DAX Formulas (Webinar) (20WX-2363)*Review Power Pivot calculations (column calculations vs. measures)*Create advanced DAX formulas*Using a Date / Calendar table for data analysis*The DAX calculation processThis course is #7 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 1/21/2021 | 11 a.m. - 3 p.m. | Online | 4 CPE | |
| New 20WX-2834: The Tax Bill is Huge! What's Next for your Client (Webinar) (20WX-2834)*IRS collection process*How the IRS utilizes Tax Liens and Tax Levies to collect back taxes, and the various options practitioners have to help taxpayers. *Review of the collection alternatives available, including installment agreements, noncollectable status, offers-in-compromise and bankruptcy. |
| 3/22/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE | |
| 20WX-2758: Ethics: Amy Wilson: How and Why I Stole $350,000 (Webinar) (20WX-2758)*Amy will apply the Triangle of Fraud to her theft *How her unethical behavior affected others *The red flags everyone missed *Her "one lie"*Case studies of ethical dilemmas in business:*The Better Business Bureau*Volkswagen |
| 3/11/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2506: Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (20WX-2506)*Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story |
| 2/9/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE / 2 Ethics | |
| New 21WX-0011: That'll Leave a Mark: Creating a Personal Brand (Webinar) (21WX-0011)*Importance of having long-term focus*Definition of a personal brand*Characteristics of a personal brand*Definition and creation of brand equity*Advantages of positive brand equity*How to create brand equity |
| 4/1/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE | |
| 20WX-2427: Ethics Interview: Heinz Ickert CFE Exposes CPA's Misconduct (Webinar) (20WX-2427)*Ickert will discuss some examples of ethical violations he discovered*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 requirements*The CPA who wasn't…. *CPAs, from sole practitioners to Big-4 partners, who thought they were independent |
| 1/29/2021 | 3 - 5 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2518: Compilations, Reviews and Audits: How They Differ (Webinar) (20WX-2518)*Review of differences of compilation, review and audit engagements*Compare and contrast major considerations of each type of engagement*Provide practical tips and strategies*Professional standards that govern each type of engagement |
| 2/10/2021 | 1 - 2 p.m. | Online | 1 CPE | |
| 21WX-0204: Financial Accounting for Related Party Transactions (Webinar) (21WX-0204)*FASB codification provisions for transactions with related parties, including business owners and special purpose entities.*Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities.*Reviews the tax accounting related taxpayers standards,*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards. |
| 4/27/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WX-2733: Office 365: The Power of the Admin Center (Webinar) (20WX-2733)*Orientation to the Office 365 Admin center*Manage user subscriptions and billing*Initiating support tickets with Microsoft*Monitoring your Office 365 service health and usage*Understanding the use of "groups"*Creating and managing resources*Review of Admin sub centers*Security and privacy settings |
| 3/8/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| 20WX-2339: Succession Planning and Knowledge Capture/Transfer (Webinar) (20WX-2339)*Creating complete succession plans*Identifying the "right" successors*Creating and implementing development plans to ensure the successors will succeed*Capturing and transferring critical knowledge that must be transitioned to the successors |
| 1/20/2021 | 8 - 9 a.m. | Online | 1 CPE | |
| 20WX-2419: Adobe Acrobat Advanced Tips, Tricks & Techniques (Webinar) (20WX-2419)*Securing your PDF documents
*Preparing and sending documents for electronic signature
*Configuring your Adobe work environment with preference settings*Protect confidential document data with redaction tools
*Using the cloud to collaborate on PDF documents
*Mastering the Acrobat portfolio tools to create digital report binders
*Create and distribute electronic forms to capture data digitally*Review the revamped DC (document cloud) interface and new features
|
| 1/28/2021 | 12 - 4 p.m. | Online | 4 CPE | |
| 20WX-2831: Motivating the Right Way: Get the Most From Your Staff! (Webinar) (20WX-2831)*The issues and alternatives of motivation. *Why many motivation tactics consistently fail. *How to change your motivation tactics to enhance performance.*Why the 'standard' motivational tactics consistently fail.*The three things that every professional wants.*The new science of effective motivation.*How to motivate people today.*Develop an action plan to enhance motivation. |
| 3/22/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| New 20WX-2679: Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (20WX-2679)*Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story |
| 3/1/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2633: Outlook: Mastering Email Composition from A to Z (Webinar) (20WX-2633)*Orientation to the Outlook interface and navigation*Detailed review of the Outlook email composition ribbon*Selecting email recipients and understanding address books*Formatting message text from A to Z*Tagging messages for follow-up*Attaching files, business cards and your calendar to messages |
| 2/23/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE | |
| New 20WX-2903: Upholding Independence While Holding Your Client's Hand (Webinar) (20WX-2903)*Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence*Review the AICPA's Code of Professional Conduct*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters |
| 3/30/2021 | 12 - 2 p.m. | Online | 2 CPE / 2 Ethics | |
| 21WX-0179: Ethics: IRS Tax Advocate Service for Accountants (Webinar) (21WX-0179)*TAS operations snapshot*Taxpayer Bill of Rights*Local Taxpayer Advocate*Low Income Taxpayer Clinics*Reports to Congress*Taxpayer Advocacy Panel*Systemic Advocacy Management System (SAMS) |
| 4/23/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE / 2 Ethics | |
| 21WX-0180: Foreign Corrupt Practices Act: Practical Compliance (Webinar) (21WX-0180)*Learn the history of the FCPA*Understand the fines, penalties and enforcement process*Building a Risk Assessed Compliance Framework*FCPA Corporate Enforcement Policy*Avoid FCPA enforcement actions |
| 4/23/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| New 20WX-2595: Transform Your Organization With Office 365 and Teams (Webinar) (20WX-2595)*Orientation to the Office 365 ecosystem*Strategic value of deploying Office 365*Using the Teams app as the central hub for your online communications and collaboration*Setting up your file management system with SharePoint and OneDrive*Leveraging the Office 365 mobile apps to take your office on the road*Using the Planner app to track and manage team projects*Harnessing the Forms app to convert your forms to digitally fillable online forms*Orientation to the Office 365 Admin app*Lightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offer*Tips and best practices for developing your Office 365 deployment strategy |
| 2/18/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| New 20WX-2765: S Corporation Essentials: Review and Update (Webinar) (20WX-2765)*Recent tax legislation, rules and developments impacting S Corporations.*Form 1120S Schedule K-1 reporting.*Guide to applying the new Section 199A deduction.*Filing deadlines and extensions. |
| 3/11/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE | |
| New 20WX-2407: Understanding & Meeting the Two Public Support Tests (Webinar) (20WX-2407)*Intro to the two public support tests (PSTs), including noting the various misconceptions about their application *Review of each test, focusing on the relative ease of PST #1 (that calculated on Schedule A, Part II) which employs a sole bifurcated test (i.e., automatic versus 'facts and circumstance') versus that of PST #2 (calculated on Schedule A, Part III) with its lengthy documentation, restrictive parameters, and dual tests both of which must be passed*Practical tips (and materials on same) translating revenue presented the Form Core Form 990 at Part VIII to the line inputs for both PSTs at Schedule A's Parts II and III *Discussion of how to assist organizations who are in danger of flunking one or both PSTs*Analyzing anomalies: explanation of both what comprises an unusual grant and when a filer's PST 1 "facts and circumstances test" argument ages out |
| 1/27/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 20WX-2705: Financial and Tax Accounting for Partnerships and LLCs (Webinar) (20WX-2705)*Review of the Accounting Standards Codification and its application to partnerships and LLCs.*Review of OCBOA and its application to partnerships and LLCs.*Review of the new AICPA financial reporting framework for small and medium-sized entities.*Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs.*Financial accounting issues arising from changes in ownership of partnership and LLCs.*Financial vs. tax accounting for partnership/LLC capital accounts.*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting.*The integration of financial accounting for partnerships/LLCs with the Form 1065.*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests.*Deferred tax accounting for partnerships/LLCs.*Completion of the Form 1065 Schedule M-1.*Financial accounting for the operations of a partnership/LLC.*Partnerships/LLCs as part of other entities. |
| 3/3/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE | |
| 20WX-2748: Avoid Failures: Succeed Through Experimentation (Webinar) (20WX-2748)*Learn by experimentation*Fire bullets, not cannonballs |
| 3/10/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| 20WX-2458: Ethics and Opportunities of Voice-Enabled Digital Assistants (Webinar) (20WX-2458)*Overview of virtual assistants*Interaction methods*Services offered*Devices and objects where found*Social and ethical impact and concerns*Discretion*Privacy*Data ownership*Data security*Voice recognition and digital wiretapping*Cyber-bullying and harassment*Algorithmic authority and "choice"*Commercial oversight and branding*Language and locational bias*Advertising*Voice analytics and conversational audits*Leading platforms*Voice assistant starter strategy for accountants |
| 2/3/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2545: QuickBooks at Tax Time: Compliance and Client Onboarding (Webinar) (20WX-2545)*How to spot common mistakes in your client's QuickBooks and how to fix them. *Beginning Balances -- Understand how to correctly enter the beginning balances for a new data file*Cash Position/Bank Reconciliations -- Learn about balance sheet accounts that need to be reconciled in the data file including tips and trips for non-bank accounts. *Undeposited Funds and Receiving Payments -- Learn about the function of Undeposited Funds and how QuickBooks will report payments that are and are not applied to invoices. *Inventory -- Understand the basics of how inventory is handled properly, the reports to pull for various informational purposes, and how to make inventory adjustments. *Accounts Receivable and Accounts Payable -- Learn how to manage the negative A/R and A/P as well as how to fix a cash basis balance sheet that has A/R and A/P reported. *Credit Cards -- Learn the importance of setting up credit cards, bank feeds, and setting up rules for easier data entry. *Sales Tax -- Learn the basics about Sales Tax in QuickBooks, how to make adjustments, and how to verify that the sales tax return is filed correctly. *Payroll Tax -- Understand how to set up payroll tax liability payments and how to ensure timely quarterly reporting when using a DIY QuickBooks solution *The 1099 Tracking System -- Learn best practices for tracking 1099s all year long to ensure a smooth January filing season. *Key Practice Workflow Tips you can incorporate into your firm so your client onboarding during tax time is a breeze. Learn how to create standard onboarding procedures for new clients in order to keep your firm moving along including the use of technology, standard procedures, data management, and workflow. |
| 2/12/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| New 20WX-2896: Ethics: Giving Thanks - How to Master the Art of Gratitude (Webinar) (20WX-2896)*We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees. |
| 3/30/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE / 2 Ethics | |
| New 21WX-0129: At Capacity: The Tough Questions (Webinar) (21WX-0129)*What is diminished capacity/incapacity*What to do if you have concerns*How to prepare your files while clients are competent |
| 4/19/2021 | 4:30 - 5:30 p.m. | Online | 1 CPE | |
| 20WX-2858: Shorten Month-End: Closing Best Practices (Webinar) (20WX-2858)*Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close*Review and discuss information systems' headaches that slow you down*Work through examples of close cycle "time killers" and how to resolve them*Get inventory and cost of sales under control*Identify the improvement projects that will yield the biggest benefit*Review what leading edge finance managers are doing to close more quickly |
| 3/24/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE | |
| New 20WX-2607: S Corporation Essentials: Review and Update (Webinar) (20WX-2607)*Recent tax legislation, rules and developments impacting S Corporations.*Form 1120S Schedule K-1 reporting.*Guide to applying the new Section 199A deduction.*Filing deadlines and extensions. |
| 2/19/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 20WX-2422: Avoiding Death by PowerPoint: Creating Better Presentations (Webinar) (20WX-2422)*Choosing a PowerPoint template*Set up the presentation template*Using PowerPoints' less obvious capabilities*Tell a story*How to begin*Less is more*Make your presentation visually appealing*Cropping and aligning objects*Resources*Creating voiced presentations*Getting the details right |
| 1/29/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE | |
| 21WX-0027: Ethics: CFOs and Controllers Who Lost Their CPA License (Webinar) (21WX-0027)*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-profit*CFO Sentenced to 5 Years*CFO Pays Assassin with Company Money*Controller who covered up fraud goes to prison*Controller who took out unauthorized and undisclosed company loans*BONUS: CFOs and controllers explain why they cook the books |
| 4/5/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2700: Google My Business for Accountants (Webinar) (20WX-2700)*Tool overview*Posts*Information*Insights*Reviews*Messaging*Photos*Services*Website*Users*Putting it all together to optimize your Google presence |
| 3/3/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 21WX-0157: Google Forms for Accountants (Webinar) (21WX-0157)*How to create a basic form or quiz*Key settings and options*Sending out a form or quiz*Analyzing and grading responses*Using the tool's baked-in artificial intelligence to generate automatic insights*How to use the technology to transform and automate routine business processes*Leading case studies and success stories using Google Forms*Google Forms starter strategy for accountants |
| 4/21/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| New 20WX-2631: Social Media Fraud: Detecting and Controlling the Threat (Webinar) (20WX-2631)*Details of how common social media fraud schemes are committed *How to detect social media attacks where you least expect them *How to identify red flags of possible social media schemes *Who the most common perpetrators are*Best practices for training all employees in how to detect, report and prevent social media attacks |
| 2/23/2021 | 4 - 6 p.m. | Online | 2 CPE | |
| New 20WX-2405: Single Audit Primer (Yellow Book) (Webinar) (20WX-2405)*Essential differences between a financial audit and a Single Audit *Significant terms and content relevant to the Single Audit |
| 1/27/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| New 20WX-2833: Social Media Fraud: Detecting and Controlling the Threat (Webinar) (20WX-2833)*Details of how common social media fraud schemes are committed *How to detect social media attacks where you least expect them *How to identify red flags of possible social media schemes *Who the most common perpetrators are*Best practices for training all employees in how to detect, report and prevent social media attacks |
| 3/22/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 21WX-0050: Excel: Auditing Your Spreadsheets for Maximum Accuracy (Webinar) (21WX-0050)*Proofing techniques*Excel Auditing Tools*Using the Data Validation feature*Techniques to cross-foot and validate your spreadsheets |
| 4/7/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| New 21WX-0229: Solidify Your Success: Powerful Personal Branding (Webinar) (21WX-0229)*Discover your current brand message *Six steps for deliberately changing or strengthening your brand |
| 4/29/2021 | 3:30 - 5:30 p.m. | Online | 2 CPE | |
| New 21WX-0098: Ethics: Lead Like a Superstar and Build a Rocking Business (Webinar) (21WX-0098)*We'll closely examine several superstars from movies, TV, music, sports, and business. What makes them so successful? What can you learn from their mistakes? Yes, there will be one or two superstars you don't care for--perhaps even loathe--but you can still learn a lot from them. |
| 4/14/2021 | 10:30 - 11:30 a.m. | Online | 1 CPE / 1 Ethics | |
| 21WX-0159: Red Collar Crime: When Clients, Staff and CPAs Turn Violent (Webinar) (21WX-0159)*10 cases you won't believe actually happened*Tax preparer shot by client*Small firm partner murdered by client over business structure*Small company CEO hires hit on his accountant*Partner tries to kill clients*Insurance agent who killed auditor*Graduate accounting professor commits suicide over students*Spouse kills tax accountant spouse*Political accountant kills client's wife*CPA's client killed over failed business*Corporate accountant kills witness |
| 4/21/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE / 2 Ethics | |
| 21WX-0178: Communicating Financial Information to Non-Accountants (Webinar) (21WX-0178)*The math literacy barrier*The financial literacy barrier*What to say and how to say it*Communicating ideas graphically |
| 4/23/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| New 21WX-0135: Finding & Reporting Form 990 Filers' Related Organizations (Webinar) (21WX-0135)*Exploring the reach of "parent-subsidiary" and "sibling" status when the party who is the subject of "control" is a nonprofit/nonstock entity: finding that the filer is "controlled" or that a third-party nonprofit is a related organization of the filer due to who it is "controlled" by*Understanding what is considered "control" when a party who would be the related organization is a stock corporation, partnership and/or LLC taxed as a partnership, or trust*The ramifications of applying the former in cases of related organization status vesting via indirect "control" *The two automatic status categories of related organizations: supporting organization connections (one entity being a 501(c)(3) with 509(a)(3) sub-classification from connection to another entity) and VEBA-unique categories *Disclosures required on Schedule R's Parts II-V once the presence of one or more related organizations is ascertained*Part V additional disclosures when a filer has a related organization who is a "controlled entity" (this via 512(b)(13)'s UBIT-reach in the case of certain revenues from controlled organizations)*Review of the two 'other' Parts of Schedule R: Part I on disregarded entities, and Part VI on unrelated partnerships |
| 4/19/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| New 20WX-2775: Things I Think I Think: Valuation of Intellectual Property (Webinar) (20WX-2775)*The characteristics of intellectual property*The different types of intellectual property*The factors that add to or detract from the value of intellectual property*Different methods of determining the value of intellectual property |
| 3/12/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| New 20WX-2584: Bots, Bots, Bots: Embracing Your Best Friend (Webinar) (20WX-2584)*Understand what bots are*Areas to deploy bots*Tools that can be used to deploy bots |
| 2/18/2021 | 9 - 10 a.m. | Online | 1 CPE | |
| 20WX-2790: Don't Let Your Schedule Get Away From You (Webinar) (20WX-2790)*Identify your own particular time wasters and adopt strategies for eliminating them*Reduce stress*Reduce time spent in meetings*Clarify and prioritize objectives and goals*Manage email, VM and IM*Delegate more effectively*Adopt appropriate strategies for dealing with interruptions*Use practical techniques for organizing work*Learn to delegate and work more effectively*Learn how to manage your energy during the day*Put an end to multi-tasking |
| 3/16/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE | |
| New 21WX-0186: How to Handle an IRS Civil Audit (Webinar) (21WX-0186)*Overview of what to do in the case of a client audit*Engagement, forms, and overall management of an IRS audit |
| 4/24/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| New 20WX-2671: Ethics: Giving Thanks - How to Master the Art of Gratitude (Webinar) (20WX-2671)*We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees. |
| 2/27/2021 | 9 - 11 a.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2537: Tax Season Update with Steve Dilley (Webinar) (20WX-2537)*2020-21 legislative, judicial and IRS developments impacting practitioners during the upcoming filing season*2020 tax rates and inflation-adjusted figures*Review and update of the Section 199A deduction*Depreciation and capitalization regulations*Review of any significant changes in tax forms*Analyze significant regulations, IRS rulings, and court cases affecting individuals, corporations, S Corporations and partnerships |
| 2/11/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE | |
| New 20WX-2684: Reporting Managers & Their Compensation: Form 990 Part VII-A (Webinar) (20WX-2684)*Definitions behind the three classes of legally or quasi-legally in-charge managers who are required to be disclosed as current managers relative to each Form 990's tax year *Identifying what makes someone a "High 5"*Drilling into the "reportable compensation" thresholds by which employees fall into consideration as either current Key Employees or High 5s, as well as former TDOKEs *Explanation of the two "buckets" of disclosable compensation required to be reported as having been provided to all current and former managers (and High 5s) who are required to be disclosed on Part VII-A *The two "$10,000" exceptions on Part VII-A: voiding need to disclose a related organizations' reporting (based on amounts) of "reportable compensation"; and voiding non-mandatory "other compensation" by type |
| 3/1/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| New 20WX-2434: QuickBooks at Tax Time: Compliance and Client Onboarding (Webinar) (20WX-2434)*How to spot common mistakes in your client's QuickBooks and how to fix them. *Beginning Balances -- Understand how to correctly enter the beginning balances for a new data file*Cash Position/Bank Reconciliations -- Learn about balance sheet accounts that need to be reconciled in the data file including tips and trips for non-bank accounts. *Undeposited Funds and Receiving Payments -- Learn about the function of Undeposited Funds and how QuickBooks will report payments that are and are not applied to invoices. *Inventory -- Understand the basics of how inventory is handled properly, the reports to pull for various informational purposes, and how to make inventory adjustments. *Accounts Receivable and Accounts Payable -- Learn how to manage the negative A/R and A/P as well as how to fix a cash basis balance sheet that has A/R and A/P reported. *Credit Cards -- Learn the importance of setting up credit cards, bank feeds, and setting up rules for easier data entry. *Sales Tax -- Learn the basics about Sales Tax in QuickBooks, how to make adjustments, and how to verify that the sales tax return is filed correctly. *Payroll Tax -- Understand how to set up payroll tax liability payments and how to ensure timely quarterly reporting when using a DIY QuickBooks solution *The 1099 Tracking System -- Learn best practices for tracking 1099s all year long to ensure a smooth January filing season. *Key Practice Workflow Tips you can incorporate into your firm so your client onboarding during tax time is a breeze. Learn how to create standard onboarding procedures for new clients in order to keep your firm moving along including the use of technology, standard procedures, data management, and workflow. |
| 1/30/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| New 21WX-0113: Intro to 60% of the 990's Most Common Schedules: A, B & C (Webinar) (21WX-0113)*What every 990 preparer needs to know about the benefits of a 501(c)(3) organization being a so-called public charity rather than a private foundation (including understanding how Schedule A, Part I "claims" such qualification) *The public policy precepts and resulting emphasis preparers must apply in approaching the predominant "public support test" in favor of completion of Schedule A's Part II *The overarching needs behind preparing Schedule B for filing and, as necessary, its related worksheet: which donors are to be listed and with what identifying information required to be provided to the IRS, depending on 501(c) status of the filer; and what information 501(c)(3) filers will omit from the public inspection copy of the 990*Introduction to the baselines driving each of the Schedule C's three Parts: undertaking electioneering in favor of, or opposition to, candidates or the political parties supporting them (Part I); lobbying reporting when same is undertaken either in the tax year (for non-electors) or regardless of activities, when a 501(h) election is in place (Part II); and the existence of the so-called "proxy tax" and its demands when 501(c)(4), (5) or (6) organizations with dues-paying members incur electioneering or lobbying expenses as determined by a Code section that tracks non-exempt organization definitions |
| 4/15/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| New 20WX-2782: Ethics: How to Ensure Zombie Ethics Won't Kill Your Business (Webinar) (20WX-2782)*We'll closely examine several myths about ethical leadership that continue to plague businesses like yours. You'll learn why these ideas deserve to be put to rest for good and what should take their place. This will be an ethics webinar unlike any you have ever taken--because it will be both entertaining and rich in content! |
| 3/15/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE / 2 Ethics | |
| New 21WX-0013: Compilations, Reviews and Audits: How They Differ (Webinar) (21WX-0013)*Review of differences of compilation, review and audit engagements*Compare and contrast major considerations of each type of engagement*Provide practical tips and strategies*Professional standards that govern each type of engagement |
| 4/2/2021 | 8 - 9 a.m. | Online | 1 CPE | |
| 20WX-2529: Catch Her If You Can: Detect and Prevent Pink Collar Crime (Webinar) (20WX-2529)*Pink collar crime-methods, suspects, victims and investigations*How to spot the female fraudster in your company*Simple controls to prevent pink collar crime*Strategies for catching pink collar criminals*Considerations for interviewing the female suspect |
| 2/11/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| 20WX-2797: Power BI: Analyze Your Data With Excel Pivot Tables (Webinar) (20WX-2797)*The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotChartsThis course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 3/16/2021 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE | |
| New 20WX-2358: Office 365: Getting Started the Right Way (Webinar) (20WX-2358)*Overview of the entire Office 365 ecosystem of applications*New features relative to the Office 365 version of the traditional desktop apps: Outlook, Excel, Word, etc.*Orientation to all of the cloud based and mobile Office 365 apps*Logging in and navigating the Office 365 portal*Customizing the portal to your preferences*Storing your files in the Office 365 cloud (SharePoint & OneDrive) |
| 1/21/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 20WX-2673: How Technology is Impacting the Accounting Profession (Webinar) (20WX-2673)* Leading macro economic and technology forces*Key technology trends in accounting*New generation of online accounting services*Accounting and automation*Overarching implications*How to embrace the new normal and thrive in the face of technology change |
| 2/27/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 20WX-2346: Excel: Feature Review in 100 minutes (Webinar) (20WX-2346)*Review of Excel's features and functions*Walk-through of Excel's ribbons *What the Excel features and functions can do for you |
| 1/20/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 21WX-0067: 3 Market Analysis Priorities to Drive Profitability (Webinar) (21WX-0067)*Take product analysis beyond net margin and volume pricing*Analyze business offerings for more effective bundling or promotional advantage*Discuss how internal efficiency factors influence profitability*Gain better insights into how to classify offerings as core, value-added or for potential elimination*Identify key factors that could shift your market segment priorities*Justify the decision to shift your priority to more profitable customers*Identify geographic pockets for competitive advantage and better strategic decisions*Cases and Group DiscussionThis seminar includes six studies and analysis activities to guide this application into your business. |
| 4/9/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WX-2863: IRS Internet Resources for Accountants (Webinar) (20WX-2863)*IRS.gov Overview:*Hidden IRS Gems*Forms and Publications*Electronic Filing*Payment Systems*Refund Tracking*Online Tools*Online Estimators and Calculators*Assistance Services*Affordable Care Act Tax Provisions*Foreign Account Tax Compliant Act*Identity Protection and Tax Fraud Alerts*Professional Development and Accreditation*Tax Statistics*Social Media*IRS Jobs and Careers*IRS Strategic Plan *Third Party IRS Resources |
| 3/25/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| 20WX-2598: Fixing Your Chart of Accounts (Webinar) (20WX-2598)*Current Chart of Accounts Best Practices*Why developing a chart of accounts begins with studying your organizational chart*How to identify your account segments*Determining the order of your account segments*Best practices for numbering account bases*How to avoid memorizationFixing Your Current Chart of Accounts*How big company and small company software differs*Two key approaches for preserving your historical data*What to know when making major chart of accounts changes |
| 2/19/2021 | 9 - 10 a.m. | Online | 1 CPE | |
| 21WX-0069: Ethics: Amy Wilson: How and Why I Stole $350,000 (Webinar) (21WX-0069)*Amy will apply the Triangle of Fraud to her theft *How her unethical behavior affected others *The red flags everyone missed *Her "one lie"*Case studies of ethical dilemmas in business:*The Better Business Bureau*Volkswagen |
| 4/9/2021 | 1:30 - 3:30 p.m. | Online | 2 CPE / 2 Ethics | |
| 20WX-2550: 4 Critical Factors to Create Sustainable Growth (Webinar) (20WX-2550)*Intelligence Quotient areas that management must embrace*The tangibility of a high Emotional Quotient on growth and profitability*Why high IQ+EQ are imperative to momentum-building decision making*How 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. |
| 2/15/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| New 20WX-2579: The Tax Bill is Huge! What's Next for your Client (Webinar) (20WX-2579)*IRS collection process*How the IRS utilizes Tax Liens and Tax Levies to collect back taxes, and the various options practitioners have to help taxpayers. *Review of the collection alternatives available, including installment agreements, noncollectable status, offers-in-compromise and bankruptcy. |
| 2/17/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE | |
| New 20WX-2485: Partnership Essentials: Review and Update (Webinar) (20WX-2485)*Recent tax legislation, rulings and developments affecting partnerships and LLCs.*Form 1065 Schedule K-1 reporting.*The impact of Section 199A deduction on partnerships and LLCs.*New partnership audit rules. |
| 2/5/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| New 20WX-2651: Depreciating and Expensing Business Assets (Webinar) (20WX-2651)*Recent tax legislation and developments related to depreciation and capitalization*Section 179 qualified real property and deduction*Section 168(k) bonus deduction*Depreciation of automobiles, full size trucks and SUVs*Luxury auto limits*ADS depreciation for electing farm and real estate business*Rev. Proc. 2019-13 Safe Harbor*Rev. Proc. 2019-8 |
| 2/25/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE | |
| 20WX-2566: Power BI: Use Power Query to Transform Your Data (Webinar) (20WX-2566)*Append files*Combine multiple files from a folder*Add custom columns*Unpivot a table*Create a lookup table from a tableThis course is #5 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 2/16/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| 21WX-0139: Financial and Tax Accounting for Business Entities (Webinar) (21WX-0139)*Review of the Accounting Standards Codification and its application to partnerships, LLCs and S Corporations.*Review of OCBOA and its application of difference business entities.*Review of the AICPA financial reporting framework for small and medium-sized entities. *The integration of financial accounting with the Form 1065 and Form 1120S.*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting.*Deferred tax accounting for partnerships, LLCs and S Corporations.*Financial accounting for the operations of a partnership/LLC.*Review of the new AICPA "small" GAAP rules.*Required S status financial accounting disclosures.*Financial accounting impact of the C to S election and the S to C election.*Financial vs. tax accounting for loans to and from S Corporations and their shareholders and S Corporation investments in other entities. |
| 4/19/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| New 20WX-2670: Office 365 Teams App - Optimizing Your Setup & Configuration (Webinar) (20WX-2670)*Defining your teams and channel structure - best practices*Step-by-step guide on how to create and manage teams and channels*How to organize your Teams navigation panel*Configuring your notification settings*Connecting Teams to external apps*Understanding how Teams integrates with SharePoint, OneNote and Planner apps*Tracking your Teams app usage analytics*Archiving and deleting Teams and related content |
| 2/26/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE | |
| New 21WX-0083: Financial Statements Disclosure: 990 Parts VIII, IX, X & XI (Webinar) (21WX-0083)*Statement of Revenue (Part VIII) key definitions: the six rules behind Line 1 (gifts, grants, contribution) and the definitions that drive Line 2 (program service revenue) including characterization of passive investment-type revenues as program-related investments (PRIs)*Unique status issues that require inputting of revenues upon Part VIII's Lines 8-10 (the fundraising events or sales, gaming, and sales of inventory lines) *Understanding the unrelated business income tax (UBIT) "self-audit" reporting applied via Part VIII's columns including the baseline definitions that are used to identify revenue streams as either exempt function income, sourced-to-UBI, or UBIT-excepted*Statement of Functional Expenses (Part IX): understanding the natural classifications of costs employed upon the form, and exploration of the relevant definitions as well as common mistakes that result from ignorance of this part's instructions*Balance sheet (Part X) issues overall including handling the reconciliation of P&L yearend assets in Part IX and noting form deficiencies in flagging the possible application of Schedule L |
| 4/12/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| 21WX-0192: Ethics: What a CPA in Public Practice Needs to Know (Webinar) (21WX-0192)*Ethics for Members in Public Practice: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Eleven Rules for Members in Public Practice*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Discussions: Members in Public Practice |
| 4/26/2021 | 8 - 10 a.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2381: Interested Person Sunshine: 990 Schedule L, Parts II-IV (Webinar) (20WX-2381)*Review of the "harmonized" five categories by which "Interested Person" (IP) status vests and explanation of the additional categories in play for Parts II and IV*Tips for accessing appropriate documentation from Trustees-Directors, Officers and Key Employees as to presence of reportable events with them or with those who have IP status because of family member status or as a "35% controlled entity" of IPs*Handling Part IV's "business transactions" reportable thresholds and working with the exceptions from "business transaction" characterization*"Yes this means you!" -- addressing IP's privacy concerns and/or requests to omit individuals or company names when reporting business transactions on Part IV *Reporting demands of Part II, including aspects of managing loans with IPs in favor of public relations needs raised by this part*Reporting demands of Part III, including: drill-down into the two key exceptions to Part III's reporting of grants or assistance to an IP and address of educational institutions' exception from requirement to disclose names of scholarship or fellowship recipients and how same connects to governance reporting in Core Form 990's Part VI |
| 1/25/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE | |
| 20WX-2519: Communicating Financial Information to Non-Accountants (Webinar) (20WX-2519)*The math literacy barrier*The financial literacy barrier*What to say and how to say it*Communicating ideas graphically |
| 2/10/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| New 21WX-0188: Upskilling for Accountants (Webinar) (21WX-0188)*What is upskilling?*Importance of continuous learning in an era of increasing automation and changing business priorities*Critical skills accountants need for the future*Upskilling case studies*New competency frameworks*Key lessons and best practices learned to date*How to upskill yourself and your own operations |
| 4/24/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| New 20WX-2807: QuickBooks ONLINE: Monthly Closeouts and Year-End Cleanups (Webinar) (20WX-2807)*The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation. *Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit. |
| 3/17/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| 21WX-0158: Mixed Reality for Accountants (Webinar) (21WX-0158)*Mixed reality snapshot*Mixed reality's multiple implications for the accounting profession*Mixed reality case studies *Leading mixed reality players and products*Key mixed reality resources and communities online *Mixed reality starter strategy for accountants |
| 4/21/2021 | 3:30 - 5:30 p.m. | Online | 2 CPE | |
| 21WX-0234: Corporate Ethics Cases in Diversity and Inclusion (Webinar) (21WX-0234)*Everyone can experience discrimination or harassment*What the AICPA Code of Professional Conduct says about harassment and discrimination*Other sources of ethical guidance*Recent EEOC Cases*Learning about each other |
| 4/30/2021 | 10 - 11 a.m. | Online | 1 CPE / 1 Ethics | |
| New 20WX-2747: Compilations, Reviews and Audits: How They Differ (Webinar) (20WX-2747)*Review of differences of compilation, review and audit engagements*Compare and contrast major considerations of each type of engagement*Provide practical tips and strategies*Professional standards that govern each type of engagement |
| 3/10/2021 | 8 - 9 a.m. | Online | 1 CPE | |
| New 20WX-2543: Key Tax Issues for Individual Taxpayers (Webinar) (20WX-2543)*Recent federal tax legislation, cases and rulings affecting individual taxpayers*Review the revised Form 1040 and its related schedules and forms*Gross income, wages, Schedule C and Schedule E*Itemized deductions*Capital gains and losses*Tax Planning tips |
| 2/12/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| New 20WX-2500: QuickBooks: Know the Right Version for Your Client (Webinar) (20WX-2500)*Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete one*What are the questions to ask your client that will also assist in determining which is better -- QuickBooks Desktop or QuickBooks Online*A deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisons*The challenges of converting between versions*A look at what's new for 2020 in both Desktop and Online |
| 2/8/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 21WX-0185: Office 365 Teams App - Start Transforming Your Organization (Webinar) (21WX-0185)*Orientation to the Teams app and how it can transform the way your organization communicates, collaborates and shares knowledge*Introduction to the various Teams apps: desktop, browser and mobile*Composing messages from A to Z*Attaching files, links and other content to your conversation posts*Searching your Teams posts*Working with SharePoint files in Teams |
| 4/23/2021 | 9 a.m. - 12 p.m. | Online | 3 CPE | |
| 20WX-2749: Commodity and Interest Rate Risks: Manage the Unmanageable (Webinar) (20WX-2749)*Why do great leaders focus on risk?Past financial calamities and why market crashes are becoming more common.*Steps to better manage interest rate risk and commodity price risk.*Steps you can take to reduce financial risk in your organization.*How planning helps manage risk. |
| 3/10/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 20WX-2399: Ethics: Crazy Eddie CFO and Ex-CPA Sam Antar Shows You How He Cooked the Books (Webinar) (20WX-2399)*A review of the Crazy Eddie fraud case.*Discussion of fraud detection techniques.*Discussion of the roles that attorneys and CPAs can play in fraud. |
| 1/27/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2542: How to Handle an IRS Civil Audit (Webinar) (20WX-2542)*Overview of what to do in the case of a client audit*Engagement, forms, and overall management of an IRS audit |
| 2/12/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| 20WX-2827: Defective Compensation Systems: When Bonuses and Incentives Go Bad (Webinar) (20WX-2827)*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 profit*Industry risk - Trucking companies*Company risk - Domino's*Regulatory risk - First Energy Davis-Bessie Power Plant*Healthcare - Discharging patients to maximize profits*Nonprofits - Rewards based on outputs vs. inputs*Schools - Perverse incentives compel teachers to cheat*BONUS - Maximize profits - How to transform goal incongruence into goal congruence |
| 3/22/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| 20WX-2600: Artificial Intelligence for Accountants (Webinar) (20WX-2600)*AI snapshot*AI's multiple implications for the accounting profession*AI case studies *Leading AI categories *Key AI resources and communities online *AI starter strategy for accountants |
| 2/19/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| New 20WX-2829: Ethics: Get Rich, Lose Weight and Enjoy True Love (Webinar) (20WX-2829)*We will begin with a "What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).Next we'll do a deep dive into the five principles of ethical intelligence:*Do No Harm*Make Things Better*Respect Others (by keeping confidences, telling the truth, and keeping your promises)*Be Fair*CareComplete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.We'll conclude with a Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life. |
| 3/22/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2914: Upskilling for Accountants (Webinar) (20WX-2914)*What is upskilling?*Importance of continuous learning in an era of increasing automation and changing business priorities*Critical skills accountants need for the future*Upskilling case studies*New competency frameworks*Key lessons and best practices learned to date*How to upskill yourself and your own operations |
| 3/31/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE | |
| New 20WX-2465: Reporting Program Service & Governance: 990 Parts III & VI (Webinar) (20WX-2465)*Part III's mandated disclosures with respect to the "largest three" programs conducted in the filing period*Handling public relations needs when the size measures for "largest three" result in omission of a 'top 3' program *Function of Part III as an ongoing updating of the filer's listing of all activities being performed as of the tax year being reported upon *Properly reporting upon new or changed programmatic efforts and appropriate reporting on program cessation *Function (and methodology) of Part VI, with emphasis on its six most important inquiries *Role of Schedule O in providing mandated narration of governance practices inquired of in Part VI*Common 'foot-faults' in answering Part VI's key questions |
| 2/3/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WX-2740: Cognitive Biases for Accountants (Webinar) (20WX-2740)*What are cognitive biases?*Common judgment biases in the accounting profession*Professional judgment frameworks*How to use psychology to your advantage*Simple and pragmatic steps to overcome bias |
| 3/9/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2334: Social Media Fraud: Detecting and Controlling the Threat (Webinar) (20WX-2334)*Details of how common social media fraud schemes are committed *How to detect social media attacks where you least expect them *How to identify red flags of possible social media schemes *Who the most common perpetrators are*Best practices for training all employees in how to detect, report and prevent social media attacks |
| 1/19/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE | |
| New 21WX-0043: Understanding the Form 990 and its Preparation Prerequisites (Webinar) (21WX-0043)*Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules *Address of the definition's key factors that make a third-party organization a "related organization" *Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD) / Officer (O) / Key Employee (KE), or a High 5) and understanding what is the definition and measure of "reportable compensation"*Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L*Applying the definition of "business relationship" as same is used in Part VI *Sequencing of the form's preparation tasks and who to go to for information *Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators |
| 4/6/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 21WX-0197: Section 199A: Review and Recent Developments (Webinar) (21WX-0197)*A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate - "safe harbor" rule and aggregation rules*Self-rental rule for Section 199A compared to self-rental rule for passive activities*Differing impact on the sole proprietorship, partnerships and S Corporations*Forms reporting on Forms 8995 and 8995-A*Section 199A flowchart |
| 4/26/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WX-2764: Office 365 Planner App Fundamentals (Webinar) (20WX-2764)*Navigating the Planner app interface*Creating, organizing and assigning tasks*Collaborate and share files with other team members working on the plan*Leverage the integration of Planner with other Office 365 apps*Developing a strategy for deploying Planner in your organization |
| 3/11/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| New 21WX-0115: The Tax Bill is Huge! What's Next for your Client (Webinar) (21WX-0115)*IRS collection process*How the IRS utilizes Tax Liens and Tax Levies to collect back taxes, and the various options practitioners have to help taxpayers. *Review of the collection alternatives available, including installment agreements, noncollectable status, offers-in-compromise and bankruptcy. |
| 4/15/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| New 20WX-2315: Depreciating and Expensing Business Assets (Webinar) (20WX-2315)*Recent tax legislation and developments related to depreciation and capitalization*Section 179 qualified real property and deduction*Section 168(k) bonus deduction*Depreciation of automobiles, full size trucks and SUVs*Luxury auto limits*ADS depreciation for electing farm and real estate business*Rev. Proc. 2019-13 Safe Harbor*Rev. Proc. 2019-8 |
| 1/18/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| New 20WX-2649: Capitalizing and Depreciating Assets: Review and Update (Webinar) (20WX-2649)*Recent tax legislation and administrative developments related to capitalization and eligible property for Section 179 and Section 168(k).*Discussion of the Section 179 and Section 168(k) deductions and their use to depreciate real property.*Disposition of segments of real property.*Exchanges of tangible personal property after repeal of the like-kind exchange rules.*Luxury auto depreciation.*Standard mileage rate and when to use it. |
| 2/25/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WX-2326: Case Study Ethics for Today's Accountant (Webinar) (20WX-2326)*Review of the AICPA Code of Professional Conduct*Discuss the principles of professional conduct*Compliance with professional standards*Professional judgement |
| 1/19/2021 | 1 - 2 p.m. | Online | 1 CPE / 1 Ethics | |
| 20WX-2596: Critical Thinking for Financial Professionals (Webinar) (20WX-2596)*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
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| 2/19/2021 | 8 - 9 a.m. | Online | 1 CPE | |
| New 20WX-2464: Reporting Managers & Their Compensation: Form 990 Part VII-A (Webinar) (20WX-2464)*Definitions behind the three classes of legally or quasi-legally in-charge managers who are required to be disclosed as current managers relative to each Form 990's tax year *Identifying what makes someone a "High 5"*Drilling into the "reportable compensation" thresholds by which employees fall into consideration as either current Key Employees or High 5s, as well as former TDOKEs *Explanation of the two "buckets" of disclosable compensation required to be reported as having been provided to all current and former managers (and High 5s) who are required to be disclosed on Part VII-A *The two "$10,000" exceptions on Part VII-A: voiding need to disclose a related organizations' reporting (based on amounts) of "reportable compensation"; and voiding non-mandatory "other compensation" by type |
| 2/3/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 21WX-0133: Detecting and Preventing T&E Fraud (Webinar) (21WX-0133)*7 common types of expense reimbursement fraud *3 red flags of T&E fraud*2 best T&E fraud detection methods*Who the biggest T&E thief usually is |
| 4/19/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE | |
| New 20WX-2643: Microsoft Excel: Hidden Secrets and Gems (Webinar) (20WX-2643)*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models |
| 2/24/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| New 20WX-2793: Interested Person Sunshine: 990 Schedule L, Parts II-IV (Webinar) (20WX-2793)*Review of the "harmonized" five categories by which "Interested Person" (IP) status vests and explanation of the additional categories in play for Parts II and IV*Tips for accessing appropriate documentation from Trustees-Directors, Officers and Key Employees as to presence of reportable events with them or with those who have IP status because of family member status or as a "35% controlled entity" of IPs*Handling Part IV's "business transactions" reportable thresholds and working with the exceptions from "business transaction" characterization*"Yes this means you!" -- addressing IP's privacy concerns and/or requests to omit individuals or company names when reporting business transactions on Part IV *Reporting demands of Part II, including aspects of managing loans with IPs in favor of public relations needs raised by this part*Reporting demands of Part III, including: drill-down into the two key exceptions to Part III's reporting of grants or assistance to an IP and address of educational institutions' exception from requirement to disclose names of scholarship or fellowship recipients and how same connects to governance reporting in Core Form 990's Part VI |
| 3/16/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE | |
| 21WX-0056: Power Your Firm With AI and Big Data (Webinar) (21WX-0056)*Additional details to follow |
| 4/8/2021 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE | |
| 20WX-2525: Financial and Tax Accounting for S Corporations (Webinar) (20WX-2525)*Review of the Accounting Standards Codification and its relationship to financial accounting for S Corporations.*Review of OCBOA and its relationship to financial accounting for S Corporations.*Review of the new AICPA "small" GAAP rules.*The impact of the entity's tax status history on its financial accounting.*Deferred tax accounting for S Corporations.*Required S status financial accounting disclosures.*Financial accounting impact of the C to S election and the S to C election.*The relationship of financial accounting and the Form 1120S.*Financial and tax accounting for S Corporation shareholder equity account.*Financial vs. tax accounting for loans to and from S Corporations and their shareholders.*Financial accounting vs. tax accounting for S Corporation investments in other entities. |
| 2/10/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE | |
| New 20WX-2806: Key Tax Issues for Individual Taxpayers (Webinar) (20WX-2806)*Recent federal tax legislation, cases and rulings affecting individual taxpayers*Review the revised Form 1040 and its related schedules and forms*Gross income, wages, Schedule C and Schedule E*Itemized deductions*Capital gains and losses*Tax Planning tips |
| 3/17/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| 21WX-0007: Google Business Tools for Accountants (Webinar) (21WX-0007)*Communication and Publishing *Mobile*Advertising *Online Commerce*Mapping*Webmaster and Cloud Computing *Entrepreneurship*Corporate Social Responsibility*Help Networks |
| 4/1/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| New 20WX-2879: Solidify Your Success: Powerful Personal Branding (Webinar) (20WX-2879)*Discover your current brand message *Six steps for deliberately changing or strengthening your brand |
| 3/26/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 21WX-0198: Smart Contracts for Accountants (Webinar) (21WX-0198)*Smart contracts overview*Technology pros and cons*Implications for the accounting profession*Case studies *Leading vendors *Lessons learned to date*Key resources and communities online *Starter strategy for accountants |
| 4/26/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| New 20WX-2306: Intro to 60% of the 990's Most Common Schedules: A, B & C (Webinar) (20WX-2306)*What every 990 preparer needs to know about the benefits of a 501(c)(3) organization being a so-called public charity rather than a private foundation (including understanding how Schedule A, Part I "claims" such qualification) *The public policy precepts and resulting emphasis preparers must apply in approaching the predominant "public support test" in favor of completion of Schedule A's Part II *The overarching needs behind preparing Schedule B for filing and, as necessary, its related worksheet: which donors are to be listed and with what identifying information required to be provided to the IRS, depending on 501(c) status of the filer; and what information 501(c)(3) filers will omit from the public inspection copy of the 990*Introduction to the baselines driving each of the Schedule C's three Parts: undertaking electioneering in favor of, or opposition to, candidates or the political parties supporting them (Part I); lobbying reporting when same is undertaken either in the tax year (for non-electors) or regardless of activities, when a 501(h) election is in place (Part II); and the existence of the so-called "proxy tax" and its demands when 501(c)(4), (5) or (6) organizations with dues-paying members incur electioneering or lobbying expenses as determined by a Code section that tracks non-exempt organization definitions |
| 1/15/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE | |
| New 20WX-2616: Key Tax Issues Facing Business and Industry (Webinar) (20WX-2616)*Recent federal tax legislative, judicial and IRS developments*Section 199A review and update*New corporate tax rate*Capitalizing, expensing and depreciating assets*Travel, meals and entertainment reporting rules*Accounting methods*Independent contractor vs. employee |
| 2/22/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| 20WX-2786: OneNote - Mastering Organization of Your Notes & Correspondence (Webinar) (20WX-2786)*Navigating the OneNote interface*Best practices for notebook organization*Learn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooks*Using OneNote with OneDrive to share and collaborate with internal and external users*Creating and using templates to streamline your notebook management*Integrating OneNote with your task manager*Using the power of tags to manage and search your content*Using OneNote on your tablet and smartphone |
| 3/15/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| 20WX-2362: Vendor Fraud: Protecting Against a Growing Threat (Webinar) (20WX-2362)*External and internal vendor and AP frauds*Vendor frauds that can cost you more than theft of goods or cash*Subcontractor fraud*Who commits vendor fraud*Vendor invoicing fraud*Manipulating vendor checks*The red flags of vendor frauds*Straw and fake suppliers: Case studies*Kickback schemes |
| 1/21/2021 | 1:30 - 3:30 p.m. | Online | 2 CPE | |
| New 21WX-0008: Partnership Essentials: Review and Update (Webinar) (21WX-0008)*Recent tax legislation, rulings and developments affecting partnerships and LLCs.*Form 1065 Schedule K-1 reporting.*The impact of Section 199A deduction on partnerships and LLCs.*New partnership audit rules. |
| 4/1/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| 20WX-2792: Guide to Cyber Security Planning (Webinar) (20WX-2792)*Privacy and data security*Scams and fraud*Network and website security*Email*Mobile devices*Employees*Facility and operational security*Payment cards*Incident response and reporting*Security policy development |
| 3/16/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 20WX-2480: Death Of An Accountant: Pathway To Advisory Services (Webinar) (20WX-2480)*Additional details to follow |
| 2/5/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE | |
| 20WX-2466: Revenue Recognition: Risks NOT in the New Standard (Webinar) (20WX-2466)*Using 10 real cases, Gary will show you why the new monster accounting standard on revenue recognition misses simple yet crucial risks that incent entities to manipulate revenue. *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 |
| 2/3/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE | |
| 20WX-2716: Effective Communication for Financial Managers (Webinar) (20WX-2716)*Ask open-ended questions.*Reflect another speaker's feelings.*Artfully end a conversation. |
| 3/5/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WX-2454: PowerPoint Fundamentals: Create Engaging Presentations (Webinar) (20WX-2454)*Presentation design best practices*Orientation to the PowerPoint features functions*Using templates, themes and slide layouts*Step-by-step guide to designing and creating a presentation*Adding graphics, photos and other objects*Preparing for the delivery of your presentation |
| 2/2/2021 | 1:30 - 3:30 p.m. | Online | 2 CPE | |
| New 21WX-0053: Reporting Program Service & Governance: 990 Parts III & VI (Webinar) (21WX-0053)*Part III's mandated disclosures with respect to the "largest three" programs conducted in the filing period*Handling public relations needs when the size measures for "largest three" result in omission of a 'top 3' program *Function of Part III as an ongoing updating of the filer's listing of all activities being performed as of the tax year being reported upon *Properly reporting upon new or changed programmatic efforts and appropriate reporting on program cessation *Function (and methodology) of Part VI, with emphasis on its six most important inquiries *Role of Schedule O in providing mandated narration of governance practices inquired of in Part VI*Common 'foot-faults' in answering Part VI's key questions |
| 4/7/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 21WX-0201: Catch Her If You Can: Detect and Prevent Pink Collar Crime (Webinar) (21WX-0201)*Pink collar crime-methods, suspects, victims and investigations*How to spot the female fraudster in your company*Simple controls to prevent pink collar crime*Strategies for catching pink collar criminals*Considerations for interviewing the female suspect |
| 4/27/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE | |
| New 20WX-2813: Partnerships: How to Calculate and Report Partner's Basis (Webinar) (20WX-2813)*How to calculate tax basis capital accounts*2020 new reporting rules on Form 1065, Schedule K-1*Calculation of basis when the entity is formed, including the impact of contributed property*Explanation of the use of both "inside" and "outside" basis determination*Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis*Comprehensive example illustrating the mechanics of the basis determination process*Discussion on how basis is impacted by distributions of partnership property*Explanation of how basis is impacted by sale and/or liquidation of the partnership interest |
| 3/18/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| New 20WX-2889: How to Handle an IRS Civil Audit (Webinar) (20WX-2889)*Overview of what to do in the case of a client audit*Engagement, forms, and overall management of an IRS audit |
| 3/29/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| 20WX-2515: Adobe Acrobat Must Know Features for Beginners (Webinar) (20WX-2515)*Adobe Acrobat Standard, Pro and DC (Document Cloud)features/functions comparison *Navigating the Adobe Acrobat interface with maximum efficiency*Creating internal and external bookmark links *Converting Excel, Word and Outlook documents to PDF format *Scanning and Optical Character Recognition (OCR) *Replace your pencil with the annotation tools *Manage your PDF documents with the merge, extract and rotate pages tools*Prepare your PDF for printing with headers, footers and watermarks *Create links to pages, files & websites from within your PDF files*Review of the re-designed Acrobat DC interface and extended features |
| 2/9/2021 | 12 - 4 p.m. | Online | 4 CPE | |
| New 21WX-0154: Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (21WX-0154)*Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story |
| 4/21/2021 | 12 - 2 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2682: GAAP: Generally Accepted Awesome Presentations (Webinar) (20WX-2682)*Develop compelling and useful presentations*What not do in a presentation*Essential PowerPoint dos and don'ts *What to do before, during and after presentations |
| 3/1/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| 20WX-2647: Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (20WX-2647)*Tour of the Power BI Desktop interface*Using Power BI Desktop to connect to data sources*Available visualizations in Power BI Desktop*Building interactivity into visualizationsThis course is #8 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 2/24/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE | |
| 20WX-2608: A Look Into The Future (Webinar) (20WX-2608)*Additional details to follow. |
| 2/22/2021 | 12:30 - 1:30 p.m. | Online | 1 CPE | |
| 20WX-2421: Advanced Budgeting - Balance Sheet and Cash Flow Projections (Webinar) (20WX-2421)*Create a Projected Balance Sheet:*Accounts Receivable*Inventory*Capital Budget*Depreciation*Accounts Payable*Accrued Liabilities*Working Capital Loans*Debt*Project interest expense more accurately*Solving for Cash*Projecting Covenant Calculations*Create a Projected Statement of Cash Flow*Choose your format*How to make your Statement of Cash Flow maintenance free*Debugging a statement of Cash Flow |
| 1/29/2021 | 8 - 9 a.m. | Online | 1 CPE | |
| 21WX-0225: Entertainment & Parking Expenses: Coping with the New Rules (Webinar) (21WX-0225)*Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings |
| 4/29/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 20WX-2800: Delivering Bad News? Don't Be the Messenger Who Gets Shot! (Webinar) (20WX-2800)*Improving the communication skills of financial professionals*What is the message?*Who will receive the message.*How to convey the message.*Formats, timing and approaches.*Pros and cons of each method.*How to make the point(s) clearly.*How to avoid the crucial and common mistakes when delivering bad news. *Which words to use, and which words to avoid*Decision criteria to help choose a better approach for each situation.*How to make this a positive outcome for you. |
| 3/17/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| New 20WX-2696: Transform Your Organization With Office 365 and Teams (Webinar) (20WX-2696)*Orientation to the Office 365 ecosystem*Strategic value of deploying Office 365*Using the Teams app as the central hub for your online communications and collaboration*Setting up your file management system with SharePoint and OneDrive*Leveraging the Office 365 mobile apps to take your office on the road*Using the Planner app to track and manage team projects*Harnessing the Forms app to convert your forms to digitally fillable online forms*Orientation to the Office 365 Admin app*Lightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offer*Tips and best practices for developing your Office 365 deployment strategy |
| 3/2/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| 20WX-2384: Ethics: 10 CPAs Behaving Badly (Webinar) (20WX-2384)*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. |
| 1/25/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE / 4 Ethics | |
| 20WX-2618: Procure-to-Pay Fraud: Detection and Prevention Best Practice (Webinar) (20WX-2618)*Who commits fraud in each segment of the P2P Cycle and why they do it*Inside secrets from actual fraudsters*Vendor billing schemes*Vendor Master File frauds*Shipment diversion/theft schemes*Shipping document falsification*Latest payments schemes (ACH hijacking, social engineering and more*Check fraud and tampering*How easy it can be for Procurement to collude with vendors in costly kickback schemes*Abusing the competitive bidding process for personal gain*Conflicts of interest |
| 2/22/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| 20WX-2425: Advanced Gmail for Accountants (Webinar) (20WX-2425)*Gmail apps for web, mobile and offline*Manage your Gmail account*Read and organize emails*Tips and tricks*Control Settings*Send emails*Google Inbox *Gmail Plugins*
Improve your email efficiency -- a core business function
where the average knowledge worker spends nearly 30% of their daily time
|
| 1/29/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| 20WX-2532: Guide to Cyber Security Planning (Webinar) (20WX-2532)*Privacy and data security*Scams and fraud*Network and website security*Email*Mobile devices*Employees*Facility and operational security*Payment cards*Incident response and reporting*Security policy development |
| 2/11/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| 20WX-2615: FASB's Revenue Recognition Topic 606 (Webinar) (20WX-2615)*Identify the contract(s) with a customer.*Identify the performance obligations in the contract.*Determine the transaction price.*Allocate the transaction price to the performance obligations.*Recognize revenue as the business satisfies a performance obligation. |
| 2/22/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| New 20WX-2587: Ethics: Get Rich, Lose Weight and Enjoy True Love (Webinar) (20WX-2587)*We will begin with a "What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).Next we'll do a deep dive into the five principles of ethical intelligence:*Do No Harm*Make Things Better*Respect Others (by keeping confidences, telling the truth, and keeping your promises)*Be Fair*CareComplete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.We'll conclude with a Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life. |
| 2/18/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2513: Things I Think I Think: Valuation of Intellectual Property (Webinar) (20WX-2513)*The characteristics of intellectual property*The different types of intellectual property*The factors that add to or detract from the value of intellectual property*Different methods of determining the value of intellectual property |
| 2/9/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| New 20WX-2855: QuickBooks DESKTOP: Monthly Closeouts and Year-End Cleanups (Webinar) (20WX-2855)*Examine the process of closing out the accounting financials every month in your QuickBooks Desktop version and why this practice can make life so much easier at the end of the year. *Learn the beginning steps to evaluate, close out, and clean up QuickBooks files monthly and at year-end for accurate reporting and tax return preparation. *Identify why substantiating the numbers in QuickBooks on both the Profit & Loss Statement, as well as the Balance Sheet, can ensure an accurate tax return that will stand up against an IRS audit. |
| 3/24/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE | |
| 20WX-2904: Power BI: Advanced Data Analytics with Power Pivot (Webinar) (20WX-2904)*Introduction to Excel Power BI Tools*Loading data into Power Pivot using data modeling*Creating "measures" using DAX functions and formulas*Using a date table to create time-intelligent measures*The DAX calculation processTO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS, CLICK HERE |
| 3/30/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE | |
| New 21WX-0151: Depreciating and Expensing Business Assets (Webinar) (21WX-0151)*Recent tax legislation and developments related to depreciation and capitalization*Section 179 qualified real property and deduction*Section 168(k) bonus deduction*Depreciation of automobiles, full size trucks and SUVs*Luxury auto limits*ADS depreciation for electing farm and real estate business*Rev. Proc. 2019-13 Safe Harbor*Rev. Proc. 2019-8 |
| 4/21/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| 20WX-2694: Mixed Reality for Accountants (Webinar) (20WX-2694)*Mixed reality snapshot*Mixed reality's multiple implications for the accounting profession*Mixed reality case studies *Leading mixed reality players and products*Key mixed reality resources and communities online *Mixed reality starter strategy for accountants |
| 3/2/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 20WX-2661: Confessions of a Mompreneur: Leadership Lessons Learned (Webinar) (20WX-2661)*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. |
| 2/26/2021 | 9 - 10 a.m. | Online | 1 CPE | |
| 20WX-2415: Making the Transition to Advisory Services (Webinar) (20WX-2415)*Opportunities for advisory services.*Types of advisory services.*Value pricing |
| 1/28/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| New 20WX-2820: Fundamentals of Microsoft Excel (Webinar) (20WX-2820)*Understanding the structure of an Excel workbook*Entering and manipulating data in Excel*Creating and editing formulas*Best practices for developing quality Excel workbooks*Creating charts, graphs, and other forms of data output |
| 3/19/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| New 20WX-2554: Intro to Other Most Common 990 Schedules: D & G (M as bonus) (Webinar) (20WX-2554)*Explanation of the low receipt thresholds by which Schedule G's Parts II and III are invoked *Review of what comprises a "fundraising event or sale"*How Schedule G's Part II amplifies summary data inputted on Part VIII, Lines 1c, 8a and 8b *Review of what constitutes gaming activity*Noting the underlying three tax issues that gaming activities implicate: potential unrelated business income tax, unmet payroll tax if volunteer worker/contractor status is improperly claimed, and wagering excise taxes*Discussion of what makes a provider a "professional fundraiser" and what information filers are responsible to report in Schedule G's Part I related to their use*Explanation of the entirety of Schedule D "triggers" from the 990's Core Form Part IV *Specifying the common potholes Schedule D preparers face *Overview of Schedule M's "grid" of disclosures by type of noncash contribution *Explanation of Schedule M's reach when noncash contributions have been contributed or pledged to the filer *Explanation of additional Schedule M questions and their significance as "attempts to influence adoption of baseline management practices" |
| 2/15/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 20WX-2666: FASB's New Lease Accounting Standard (Webinar) (20WX-2666)*What is a "lease"?*Recognition and measurement of lease assets and liabilities.*Impact on lessors and lessees.*Disclosures and transition rules.*Effective dates. |
| 2/26/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| New 20WX-2563: Excel: New Features That Benefit Excel 2019 & O365 Users (Webinar) (20WX-2563)*The new capabilities of Array Formulas*New formula functions, including XLOOKUP, XMATCH, SEQUENCE and more*Using the Ideas feature*Many more new features |
| 2/16/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 20WX-2766: Word: Learn the Fundamentals (Webinar) (20WX-2766)*Editing and formatting text*Paragraph formatting*Bulleted and numbered lists*Proofing documents*Working with tables*Illustrations in your document*Headers and footers*Templates*Printing documents |
| 3/11/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| 20WX-2424: Corporate Ethics Cases in Diversity and Inclusion (Webinar) (20WX-2424)*Everyone can experience discrimination or harassment*What the AICPA Code of Professional Conduct says about harassment and discrimination*Other sources of ethical guidance*Recent EEOC Cases*Learning about each other |
| 1/29/2021 | 10 - 11 a.m. | Online | 1 CPE / 1 Ethics | |
| 20WX-2840: An Ethical Framework: How It Works (Webinar) (20WX-2840)*Structure of Professional Ethics*The Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board *What Happens When an Ethics Complaint is Received*Case Studies |
| 3/23/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE / 2 Ethics | |
| 20WX-2431: Financial Accounting for Related Party Transactions (Webinar) (20WX-2431)*FASB codification provisions for transactions with related parties, including business owners and special purpose entities.*Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities.*Reviews the tax accounting related taxpayers standards,*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards. |
| 1/29/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WX-2911: Power BI: OLAP Formulas & More Time Intelligent Functions (Webinar) (20WX-2911)*OLAP functions to create custom calculations on an Excel worksheet*Measures that help determine the date of your refreshed data*Advanced time intelligent functions to create date-based measures |
| 3/31/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE | |
| New 20WX-2691: Bribery and Corruption Awareness for Accountants (Webinar) (20WX-2691)*What is bribery?*What is corruption?*Role of the tax administration in combating bribery and corruption*Role of tax examiners and tax auditors*Indicators of possible bribery or corruption*External and internal risk factors*Taxpayer transaction indicators*Payment and money flow signals*Bribery and ethics |
| 3/2/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2777: Ethics: Lead Like a Superstar and Build a Rocking Business (Webinar) (20WX-2777)*We'll closely examine several superstars from movies, TV, music, sports, and business. What makes them so successful? What can you learn from their mistakes? Yes, there will be one or two superstars you don't care for--perhaps even loathe--but you can still learn a lot from them. |
| 3/15/2021 | 12 - 1 p.m. | Online | 1 CPE / 1 Ethics | |
| New 21WX-0163: Form 990 Parts V (Other Tax Issues) & I (Summary Financials) (Webinar) (21WX-0163)*Line-by-line exploration of Part V's regulatory laundry-list of additional tax compliance points the exempt sector is responsible for outside of maintaining exemption*Substantive background on the underlying line-specific tax issues relating to four key lines: *How the presence of a common paymaster alters the count of "number of employees" [and how the latter does or does not factor into the current mandatory e-filing rules for larger organizations] (Line 2)*When a Form 990-T filing is required (Line 3a)*The quid pro quo solicitation disclosure mandates (Line 7a/7b)*Need to communicate with solicitations that the organization is not eligible to receive tax-deductible contributions (Line 6a/6b)*The multiple, often overlapping, disclosures or tax filings required when a filer receives large tax-deductible contributions or certain types of property toward such contributions*Explanation of the basics behind the excise tax schemes applied to filers:*holding "donor-advised funds" (Lines 8 and 9)*subject to either of the two new excise tax schemes added by the Tax Cuts and Jobs Act*Potholes in culling the current and prior year's tax return information necessary to complete Part I's Lines 8--22 |
| 4/22/2021 | 5 - 6 p.m. | Online | 1 CPE | |
| 21WX-0125: Power BI: Create Excel Dashboards for Maximum Impact (Webinar) (21WX-0125)*Dashboard design guidelines*Using Excel features to create visuals*Using visuals to create dashboards*Introduce new Power BI tools that enhance visual and dashboard creationThis course is #4 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 4/16/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| 20WX-2634: Cash Conversion Cycle: Tools and Techniques (Webinar) (20WX-2634)*Why the cash conversion cycle is your organization's lifeblood*Why traditional liquidity measures are no longer sufficient*How the cash conversion cycle provides a complete picture of your organization's cash management issues*Compare four cash management metrics to your organization and your competitors*Understand the arguments for and against cash accumulation |
| 2/24/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| New 20WX-2429: Excel: Fundamentals, Data Entry and Basic Formulas (Webinar) (20WX-2429)*Review of the Excel interface*Basic data entry tasks using the fill command, range selection and copy & paste*Basics to creating formulas (absolute/relative reference, auto-computer, functions) |
| 1/29/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| 21WX-0169: Excel: From a Blank Sheet to a Finished Workbook (Webinar) (21WX-0169)*Best practices for creating a report in Excel*Getting data into Excel*Techniques to efficiently create reports in Excel*Using PivotTables to create interactive reports in Excel |
| 4/22/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE | |
| New 20WX-2317: Ethics: Get Rich, Lose Weight and Enjoy True Love (Webinar) (20WX-2317)*We will begin with a "What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).Next we'll do a deep dive into the five principles of ethical intelligence:*Do No Harm*Make Things Better*Respect Others (by keeping confidences, telling the truth, and keeping your promises)*Be Fair*CareComplete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.We'll conclude with a Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life. |
| 1/18/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE / 2 Ethics | |
| 20WX-2780: Debt or Equity: Which Will Your Organization Need Next? (Webinar) (20WX-2780)*Understand your cost of capital*Interpret your cost of capital*Evaluate the pros and cons of debt*Know how to raise debt*Understand the pros and cons of equity*Learn how to raise equity*Understand the decision process through several real world organizations examples |
| 3/15/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 21WX-0131: Cash Conversion Cycle: Tools and Techniques (Webinar) (21WX-0131)*Why the cash conversion cycle is your organization's lifeblood*Why traditional liquidity measures are no longer sufficient*How the cash conversion cycle provides a complete picture of your organization's cash management issues*Compare four cash management metrics to your organization and your competitors*Understand the arguments for and against cash accumulation |
| 4/19/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| New 21WX-0049: Ethics: 2020 Regulatory and Standards Update (Webinar) (21WX-0049)*Stay in compliance with recent ethics standards changes that impact your practice.*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.*Discuss emerging issues and standard-setting activity that could affect your practice in the future.*Explore practical applications of the standards and hear about common practice issues and challenges. Examples include: does independence matter, can you ethically serve clients in the cannabis industry, and are you required to report potential noncompliance with laws and regulations to third parties?*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity. |
| 4/7/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2391: Individual Tax Update 2020 (Webinar) (20WX-2391)*2020-21 tax legislation and developments related to individual taxpayers*2020 tax rates and inflation-adjusted figures*Review and update of Section 199A deduction*Changes in Form 1040 and its related forms and schedules*Rental real estate and other passive activities losses*Capital gains and losses*Key rulings, regulations and cases affecting individual taxpayers |
| 1/26/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE | |
| New 20WX-2880: Office 365 Teams App - Start Transforming Your Organization (Webinar) (20WX-2880)*Orientation to the Teams app and how it can transform the way your organization communicates, collaborates and shares knowledge*Introduction to the various Teams apps: desktop, browser and mobile*Composing messages from A to Z*Attaching files, links and other content to your conversation posts*Searching your Teams posts*Working with SharePoint files in Teams |
| 3/26/2021 | 11 a.m. - 2 p.m. | Online | 3 CPE | |
| 21WX-0094: Word: To The Next Level With Advanced Features (Webinar) (21WX-0094)*Styles*Themes*QuickParts*SmartArt*Linking*Table of Contents*Cover Pages*Collaborating*Mail merge |
| 4/13/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 20WX-2884: Talent Apocalypse: Helping Clients Win the War for Talent (Webinar) (20WX-2884)*Overview of the talent market and how it has changed*Why the next wave of corporate failures will be related to their inability to attract, retain and develop critical talent*Tools and strategies that are necessary to win the war for talent |
| 3/29/2021 | 4 - 5 p.m. | Online | 1 CPE | |
| 21WX-0138: Adobe Acrobat Advanced Tips, Tricks & Techniques (Webinar) (21WX-0138)*Securing your PDF documents
*Preparing and sending documents for electronic signature
*Configuring your Adobe work environment with preference settings*Protect confidential document data with redaction tools
*Using the cloud to collaborate on PDF documents
*Mastering the Acrobat portfolio tools to create digital report binders
*Create and distribute electronic forms to capture data digitally*Review the revamped DC (document cloud) interface and new features
|
| 4/19/2021 | 12 - 4 p.m. | Online | 4 CPE | |
| New 20WX-2717: Financial Statements Disclosure: 990 Parts VIII, IX, X & XI (Webinar) (20WX-2717)*Statement of Revenue (Part VIII) key definitions: the six rules behind Line 1 (gifts, grants, contribution) and the definitions that drive Line 2 (program service revenue) including characterization of passive investment-type revenues as program-related investments (PRIs)*Unique status issues that require inputting of revenues upon Part VIII's Lines 8-10 (the fundraising events or sales, gaming, and sales of inventory lines) *Understanding the unrelated business income tax (UBIT) "self-audit" reporting applied via Part VIII's columns including the baseline definitions that are used to identify revenue streams as either exempt function income, sourced-to-UBI, or UBIT-excepted*Statement of Functional Expenses (Part IX): understanding the natural classifications of costs employed upon the form, and exploration of the relevant definitions as well as common mistakes that result from ignorance of this part's instructions*Balance sheet (Part X) issues overall including handling the reconciliation of P&L yearend assets in Part IX and noting form deficiencies in flagging the possible application of Schedule L |
| 3/5/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 20WX-2455: Financial and Tax Accounting for Partnerships and LLCs (Webinar) (20WX-2455)*Review of the Accounting Standards Codification and its application to partnerships and LLCs.*Review of OCBOA and its application to partnerships and LLCs.*Review of the new AICPA financial reporting framework for small and medium-sized entities.*Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs.*Financial accounting issues arising from changes in ownership of partnership and LLCs.*Financial vs. tax accounting for partnership/LLC capital accounts.*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting.*The integration of financial accounting for partnerships/LLCs with the Form 1065.*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests.*Deferred tax accounting for partnerships/LLCs.*Completion of the Form 1065 Schedule M-1.*Financial accounting for the operations of a partnership/LLC.*Partnerships/LLCs as part of other entities. |
| 2/2/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE | |
| New 20WX-2791: Ethics and Technology for CPAs (Webinar) (20WX-2791)*The foundational ethical principles that CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.*Whether our profession needs to change to continue to meet the ethical challenges in a technology-centric environment. *Consideration of the changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the future of the profession. |
| 3/16/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE / 2 Ethics | |
| 20WX-2364: Critical Thinking for Financial Professionals (Webinar) (20WX-2364)*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
|
| 1/22/2021 | 8 - 9 a.m. | Online | 1 CPE | |
| 21WX-0200: Advanced Googling for Accountants (Webinar) (21WX-0200)*Getting Google Ready*Google Mobile Tools*Google Personalization and Optimization*Google Eyes and Ears: How Google Can Literally Read, Hear and See You.*Googling to Your Own Devices: How Results Vary By Computer *Hiding in Plain Sight: What You're Missing on the Google Results Page*Google Sweet Talk*Power Search Tools*Google Verticals*How to Be a Google Super Hero: Three Key Strategies |
| 4/27/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 20WX-2603: Ethics: Ex-Felon Controller Shares His Journey to CPA (Webinar) (20WX-2603)*The ex-con, now CPA who wishes to remain anonymous will explain...*Why he accepted assurances that everything was okay*How he rationalized his actions and felt he wasn't doing anything illegal*Why he cooked the books*Why he plead guilty to a $100 million fraud*What 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 |
| 2/19/2021 | 3 - 5 p.m. | Online | 2 CPE / 2 Ethics | |
| 20WX-2664: Ethics: Crazy Eddie CFO and Ex-CPA Sam Antar Shows You How He Cooked the Books (Webinar) (20WX-2664)*A review of the Crazy Eddie fraud case.*Discussion of fraud detection techniques.*Discussion of the roles that attorneys and CPAs can play in fraud. |
| 2/26/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE / 2 Ethics | |
| 21WX-0032: Power BI: Introduction to MS Power BI Tools (Webinar) (21WX-0032)*The challenge of using Excel for Data Analysis*An overview of the various Power BI Tools*An overview of when and why to use each Power BI Tool*A tour of each tools interfaceThis course is #1 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 4/5/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| New 21WX-0209: The GAO's Green Book: Internal Controls (Webinar) (21WX-0209)*Purpose of the Green Book and COSO models*Maturity scale for internal controls*Application of the five elements of internal control to a case study*Explanation of the 17 principles*Discussion of how to integrate components and principles |
| 4/27/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| New 21WX-0193: Interested Person Sunshine: 990 Schedule L, Parts II-IV (Webinar) (21WX-0193)*Review of the "harmonized" five categories by which "Interested Person" (IP) status vests and explanation of the additional categories in play for Parts II and IV*Tips for accessing appropriate documentation from Trustees-Directors, Officers and Key Employees as to presence of reportable events with them or with those who have IP status because of family member status or as a "35% controlled entity" of IPs*Handling Part IV's "business transactions" reportable thresholds and working with the exceptions from "business transaction" characterization*"Yes this means you!" -- addressing IP's privacy concerns and/or requests to omit individuals or company names when reporting business transactions on Part IV *Reporting demands of Part II, including aspects of managing loans with IPs in favor of public relations needs raised by this part*Reporting demands of Part III, including: drill-down into the two key exceptions to Part III's reporting of grants or assistance to an IP and address of educational institutions' exception from requirement to disclose names of scholarship or fellowship recipients and how same connects to governance reporting in Core Form 990's Part VI |
| 4/26/2021 | 4 - 6 p.m. | Online | 2 CPE | |
| 21WX-0012: Adobe Acrobat Must Know Features for Beginners (Webinar) (21WX-0012)*Adobe Acrobat Standard, Pro and DC (Document Cloud)features/functions comparison *Navigating the Adobe Acrobat interface with maximum efficiency*Creating internal and external bookmark links *Converting Excel, Word and Outlook documents to PDF format *Scanning and Optical Character Recognition (OCR) *Replace your pencil with the annotation tools *Manage your PDF documents with the merge, extract and rotate pages tools*Prepare your PDF for printing with headers, footers and watermarks *Create links to pages, files & websites from within your PDF files*Review of the re-designed Acrobat DC interface and extended features |
| 4/1/2021 | 12 - 4 p.m. | Online | 4 CPE | |
| 20WX-2461: Mixed Reality for Accountants (Webinar) (20WX-2461)*Mixed reality snapshot*Mixed reality's multiple implications for the accounting profession*Mixed reality case studies *Leading mixed reality players and products*Key mixed reality resources and communities online *Mixed reality starter strategy for accountants |
| 2/3/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| 20WX-2876: Excel: Advanced Financial and Statistical Calculations (Webinar) (20WX-2876)*Financial functions best practices for creating amortization schedules and calculating annual interest payments*Calculating & summarizing data with SUMIF and SUBTOTAL functions *Statistical functions used to analyze data |
| 3/26/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| New 20WX-2383: Partnership/LLC Taxation: Recent Developments (Webinar) (20WX-2383)*Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another*How to determine a partner's share of the partnerships liabilities*Distinguishing "recourse" loans from "nonrecourse" loans*What are the "qualified nonrecourse financing" loans and how they affect partners*Review of the Sec. 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Review of the Sec. 464 "at risk" rules and how they impact Schedule K-1 reporting |
| 1/25/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE | |
| 20WX-2329: Excel: Advanced Financial and Statistical Calculations (Webinar) (20WX-2329)*Financial functions best practices for creating amortization schedules and calculating annual interest payments*Calculating & summarizing data with SUMIF and SUBTOTAL functions *Statistical functions used to analyze data |
| 1/19/2021 | 3:30 - 5:30 p.m. | Online | 2 CPE | |
| 20WX-2472: Don't Let Conflict Derail Your Relationships (Webinar) (20WX-2472)*Identify conflict quickly*Understand your own conflict response style*Identify what triggers you or other to get angry by learning how the brain works*Learn how to have a conversation that dissolves conflict*Tips for learning multiple strategies for managing conflict |
| 2/4/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| 20WX-2401: Excel: Functions and Formula Shootout (Webinar) (20WX-2401)*Review of formula creation best practices*Demonstration of various Excel functions to enhance calculations*Using Excel functions to perform advanced calculations |
| 1/27/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE | |
| New 20WX-2669: Understanding & Meeting the Two Public Support Tests (Webinar) (20WX-2669)*Intro to the two public support tests (PSTs), including noting the various misconceptions about their application *Review of each test, focusing on the relative ease of PST #1 (that calculated on Schedule A, Part II) which employs a sole bifurcated test (i.e., automatic versus 'facts and circumstance') versus that of PST #2 (calculated on Schedule A, Part III) with its lengthy documentation, restrictive parameters, and dual tests both of which must be passed*Practical tips (and materials on same) translating revenue presented the Form Core Form 990 at Part VIII to the line inputs for both PSTs at Schedule A's Parts II and III *Discussion of how to assist organizations who are in danger of flunking one or both PSTs*Analyzing anomalies: explanation of both what comprises an unusual grant and when a filer's PST 1 "facts and circumstances test" argument ages out |
| 2/26/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| New 21WX-0105: Social Media Fraud: Detecting and Controlling the Threat (Webinar) (21WX-0105)*Details of how common social media fraud schemes are committed *How to detect social media attacks where you least expect them *How to identify red flags of possible social media schemes *Who the most common perpetrators are*Best practices for training all employees in how to detect, report and prevent social media attacks |
| 4/14/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 20WX-2369: How Technology is Impacting the Accounting Profession (Webinar) (20WX-2369)* Leading macro economic and technology forces*Key technology trends in accounting*New generation of online accounting services*Accounting and automation*Overarching implications*How to embrace the new normal and thrive in the face of technology change |
| 1/22/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE | |
| 20WX-2675: Ethics: When CPAs Make the Headlines (Webinar) (20WX-2675)*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
|
| 2/27/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE / 4 Ethics | |
| 20WX-2741: Commonly Missed Analytical Procedures (Webinar) (20WX-2741)*These 10 analytical relationships were red flags that the accounting information couldn't be true: *Libraries fake management reports*False productivity*COGS or Revenue: which one is wrong?*Donor drills down to find why charitable programs work*Metrics to measure revenue*What 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 whole*Inventory vs. consumption*Why didn't anyone notice that sales vs supply didn't make sense? |
| 3/9/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 20WX-2330: Fiduciary Accounting for Estates and Trusts (Webinar) (20WX-2330)*Examine provisions of the Uniform Principal and Income Act.*Mandatory and discretionary allocations and adjustments.*Trustees ability to override the fallback rules.*Review the contents of a proper set of trust accounting statements. |
| 1/19/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| New 20WX-2821: Office 365 SharePoint Fundamentals (Webinar) (20WX-2821)*Orientation to SharePoint Online*Anatomy of a SharePoint site*How to create a SharePoint site*Understanding document libraries*Understanding custom lists*SharePoint and OneNote app integration*SharePoint and Teams app integration*Understanding site permissions*Introduction to site settings |
| 3/19/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| New 20WX-2351: AI and Ethics: Opportunities and Challenges for CPAs (Webinar) (20WX-2351)*Breaking down just what AI is*How AI is different from existing technology options*Where AI fits in the current technology conversation *Link together how ethical considerations, potential biases, and what kinds of controls should be integrated into the development of any AI program. Not meant to be an overly technical presentation, this session instead focuses on common sense applications and takeaways for practitioners at all levels. |
| 1/21/2021 | 1 - 2 p.m. | Online | 1 CPE / 1 Ethics | |
| 20WX-2734: Payroll Fraud: Detection and Prevention (Webinar) (20WX-2734)*6 things you will learn in Payroll Fraud*How to spot "ghost" employees*Timecard falsification schemes*Fraudulent commissions (usually with kickbacks)*How payroll managers manipulate pay rates*Red flags of payroll frauds*Best practices to detect and prevent payroll fraud |
| 3/8/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE | |
| New 20WX-2560: Cryptocurrency Ethics: What CPAs Need to Know (Webinar) (20WX-2560)*Review and differentiation between the various existing cryptocurrencies (over 2,000) *Discussion of ethical considerations connecting the ethics of blockchain and cryptocurrency development*Considerations and takeaways for practitioners seeking to better understand and advise clients regarding ethical considerations *Provision of additional resources to learn more |
| 2/16/2021 | 1 - 2 p.m. | Online | 1 CPE / 1 Ethics | |
| New 20WX-2462: Office 365 SharePoint Fundamentals (Webinar) (20WX-2462)*Orientation to SharePoint Online*Anatomy of a SharePoint site*How to create a SharePoint site*Understanding document libraries*Understanding custom lists*SharePoint and OneNote app integration*SharePoint and Teams app integration*Understanding site permissions*Introduction to site settings |
| 2/3/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| New 20WX-2585: GAAP Alternatives: Surviving the Perfect Storm of Updates (Webinar) (20WX-2585)*Review of special purpose frameworks*Discussion of non-GAAP options for financial reporting*U.S. GAAP alternatives for certain entities |
| 2/18/2021 | 1:30 - 2:30 p.m. | Online | 1 CPE | |
| 20WX-2365: Effective Networking: Take Control of Your Career (Webinar) (20WX-2365)*Setting objectives*Choosing who you want to meet*Connecting in person or through social media*Why asking is better than telling*Creating quality relationships*Following through |
| 1/22/2021 | 10 - 11 a.m. | Online | 1 CPE | |
| New 20WX-2816: Bots, Bots, Bots: Embracing Your Best Friend (Webinar) (20WX-2816)*Understand what bots are*Areas to deploy bots*Tools that can be used to deploy bots |
| 3/19/2021 | 8 - 9 a.m. | Online | 1 CPE | |
| New 20WX-2311: Office 365 Teams App - Start Transforming Your Organization (Webinar) (20WX-2311)*Orientation to the Teams app and how it can transform the way your organization communicates, collaborates and shares knowledge*Introduction to the various Teams apps: desktop, browser and mobile*Composing messages from A to Z*Attaching files, links and other content to your conversation posts*Searching your Teams posts*Working with SharePoint files in Teams |
| 1/15/2021 | 12:30 - 3:30 p.m. | Online | 3 CPE | |
| 21WX-0156: Excel: Feature Review in 100 minutes (Webinar) (21WX-0156)*Review of Excel's features and functions*Walk-through of Excel's ribbons *What the Excel features and functions can do for you |
| 4/21/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| New 20WX-2501: Value Pricing: Getting Started (Webinar) (20WX-2501)*Understand why billing by the hour is counter productive to firm growth*Understand the theory behind value pricing*Review ways to deploy this new model at a firm |
| 2/8/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| New 20WX-2417: Power BI: OLAP Formulas & More Time Intelligent Functions (Webinar) (20WX-2417)*OLAP functions to create custom calculations on an Excel worksheet*Measures that help determine the date of your refreshed data*Advanced time intelligent functions to create date-based measures |
| 1/28/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE | |
| 20WX-2320: Guide to 1041 Preparation of Estates and Trusts (Webinar) (20WX-2320)*Similarities and differences to individual taxation*Filing requirements, deadlines and penalties: Section 645 election*Simple or complex trusts?*Grantor trust filing options*Gross income*Deductions: Notice 2018-61*Distributable Net Income - DNI*Section 199A deduction |
| 1/18/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WX-2344: Delivering Bad News? Don't Be the Messenger Who Gets Shot! (Webinar) (20WX-2344)*Improving the communication skills of financial professionals*What is the message?*Who will receive the message.*How to convey the message.*Formats, timing and approaches.*Pros and cons of each method.*How to make the point(s) clearly.*How to avoid the crucial and common mistakes when delivering bad news. *Which words to use, and which words to avoid*Decision criteria to help choose a better approach for each situation.*How to make this a positive outcome for you. |
| 1/20/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 21WX-0177: Automation Survival Guide for Accountants (Webinar) (21WX-0177)*Current VUCA Business environment *Gartner Hype Cycle*Emerging Technology Impact on Accounting Profession*Artificial intelligence*Recognition technologies*Smart homes*Internet of things*Wearable technologies*Smart cities*Autonomous transportation:*Augmented Analytics *Immersive Reality*Key CPA opportunities/challenges *Practical tips on how practitioners can optimally respond |
| 4/23/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE | |
| 20WX-2558: Adobe Acrobat Advanced Tips, Tricks & Techniques (Webinar) (20WX-2558)*Securing your PDF documents
*Preparing and sending documents for electronic signature
*Configuring your Adobe work environment with preference settings*Protect confidential document data with redaction tools
*Using the cloud to collaborate on PDF documents
*Mastering the Acrobat portfolio tools to create digital report binders
*Create and distribute electronic forms to capture data digitally*Review the revamped DC (document cloud) interface and new features
|
| 2/15/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE | |
| New 21WX-0160: Accounting and Tax Planning for Estates and Trusts (Webinar) (21WX-0160)*Introduction to fiduciary accounting*Distinction between "income" and "principal"*Discuss Uniform Principal and Income Act*2019 rates and brackets*Section 199A pass-through income*Excess business losses and Form 461*Filing deadlines and extensions*Simple or complex trust?*Grantor trust |
| 4/21/2021 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE | |
| 21WX-0118: Keeping Retirement SECURE: New Act…New Opportunities (Webinar) (21WX-0118)*Review the maximum period over which an inherited IRA can be withdrawn*Changes to Required Minimum Distributions (RMD)*Estate planning considerations |
| 4/16/2021 | 9:30 - 10:30 a.m. | Online | 1 CPE | |
| 21WX-0207: Office 365: Ready, Set, Go! - Developing Your Strategy (Webinar) (21WX-0207)*Review of the key Office 365 deployment issues that need to be addressed*What data will be stored in OneDrive and/or SharePoint vs. your local servers and PCs*Who will be your Office 365 administrator(s)*Determining if you will need professional / technical assistance*What subscription plans are required for your individual team members*Developing a cost-effective end user training plan*What is involved in converting your current email databases to Office 365 Exchange Outlook *Defining your user permissions model*Defining your mobile deployment strategy for Office 365*Developing a deployment timeline with minimal disruption in your business |
| 4/27/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| New 20WX-2497: Financial Statements Disclosure: 990 Parts VIII, IX, X & XI (Webinar) (20WX-2497)*Statement of Revenue (Part VIII) key definitions: the six rules behind Line 1 (gifts, grants, contribution) and the definitions that drive Line 2 (program service revenue) including characterization of passive investment-type revenues as program-related investments (PRIs)*Unique status issues that require inputting of revenues upon Part VIII's Lines 8-10 (the fundraising events or sales, gaming, and sales of inventory lines) *Understanding the unrelated business income tax (UBIT) "self-audit" reporting applied via Part VIII's columns including the baseline definitions that are used to identify revenue streams as either exempt function income, sourced-to-UBI, or UBIT-excepted*Statement of Functional Expenses (Part IX): understanding the natural classifications of costs employed upon the form, and exploration of the relevant definitions as well as common mistakes that result from ignorance of this part's instructions*Balance sheet (Part X) issues overall including handling the reconciliation of P&L yearend assets in Part IX and noting form deficiencies in flagging the possible application of Schedule L |
| 2/8/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 21WX-0005: Ethics: Green Reporting and Corporate Social Responsibility (Webinar) (21WX-0005)*Introduction: what is social and human capital?*Key definitions*Measurements and disclosures*Motivations*Compliance*Enforcement*Leading sustainability accounting reporting frameworks *Practical examples*Key resources, tools, and communities |
| 4/1/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2866: Understanding & Meeting the Two Public Support Tests (Webinar) (20WX-2866)*Intro to the two public support tests (PSTs), including noting the various misconceptions about their application *Review of each test, focusing on the relative ease of PST #1 (that calculated on Schedule A, Part II) which employs a sole bifurcated test (i.e., automatic versus 'facts and circumstance') versus that of PST #2 (calculated on Schedule A, Part III) with its lengthy documentation, restrictive parameters, and dual tests both of which must be passed*Practical tips (and materials on same) translating revenue presented the Form Core Form 990 at Part VIII to the line inputs for both PSTs at Schedule A's Parts II and III *Discussion of how to assist organizations who are in danger of flunking one or both PSTs*Analyzing anomalies: explanation of both what comprises an unusual grant and when a filer's PST 1 "facts and circumstances test" argument ages out |
| 3/25/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| 20WX-2474: Excel: Working with Text, Date & Time Functions & Formulas (Webinar) (20WX-2474)*Using Text functions to join and separate text entries*Inserting Text functions to work with imported data*Perform date and time calculations with the Date & Time functions |
| 2/4/2021 | 2 - 4 p.m. | Online | 2 CPE | |
| 20WX-2376: Advanced Googling for Accountants (Webinar) (20WX-2376)*Getting Google Ready*Google Mobile Tools*Google Personalization and Optimization*Google Eyes and Ears: How Google Can Literally Read, Hear and See You.*Googling to Your Own Devices: How Results Vary By Computer *Hiding in Plain Sight: What You're Missing on the Google Results Page*Google Sweet Talk*Power Search Tools*Google Verticals*How to Be a Google Super Hero: Three Key Strategies |
| 1/25/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 20WX-2646: Red Collar Crime: When Clients, Staff and CPAs Turn Violent (Webinar) (20WX-2646)*10 cases you won't believe actually happened*Tax preparer shot by client*Small firm partner murdered by client over business structure*Small company CEO hires hit on his accountant*Partner tries to kill clients*Insurance agent who killed auditor*Graduate accounting professor commits suicide over students*Spouse kills tax accountant spouse*Political accountant kills client's wife*CPA's client killed over failed business*Corporate accountant kills witness |
| 2/24/2021 | 3:30 - 5:30 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2610: Talent Apocalypse: Helping Clients Win the War for Talent (Webinar) (20WX-2610)*Overview of the talent market and how it has changed*Why the next wave of corporate failures will be related to their inability to attract, retain and develop critical talent*Tools and strategies that are necessary to win the war for talent |
| 2/22/2021 | 4:30 - 5:30 p.m. | Online | 1 CPE | |
| 20WX-2638: Entertainment & Parking Expenses: Coping with the New Rules (Webinar) (20WX-2638)*Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings |
| 2/24/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| New 20WX-2567: Presentation Skills for Auditors (Webinar) (20WX-2567)*How to connect with your audience*What to do when the unexpected happens*How to use your natural resources to enhance your message*How to narrow your message for maximum impact*What to avoid in a PowerPoint presentation |
| 2/16/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 20WX-2676: Office 365 Forms App Fundamentals (Webinar) (20WX-2676)*Orientation to the Forms app features and interface*Step-by-step process for creating a form*How to share your form with others to complete it*Tools for analyzing the form responses*Creating a quiz, e.g. a competency quiz*Alternative Forms app solutions |
| 3/1/2021 | 4 - 5 p.m. | Online | 1 CPE | |
| New 20WX-2457: Communication Skills for Introverts (Webinar) (20WX-2457)*The five areas to improve your communication that will be presented are:*Listening*Writing*Understanding your audience*Virtual communication*Non-verbal Communication |
| 2/3/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE | |
| New 21WX-0001: A Question of Balance: Exploring Work Life Challenges (Webinar) (21WX-0001)*The fallacy of the "balance line"*The importance of the "million dollar question"*The balance "top 10 List"*The benefits of a balanced professional life |
| 4/1/2021 | 8 - 9 a.m. | Online | 1 CPE | |
| New 21WX-0141: Capitalizing and Depreciating Assets: Review and Update (Webinar) (21WX-0141)*Recent tax legislation and administrative developments related to capitalization and eligible property for Section 179 and Section 168(k).*Discussion of the Section 179 and Section 168(k) deductions and their use to depreciate real property.*Disposition of segments of real property.*Exchanges of tangible personal property after repeal of the like-kind exchange rules.*Luxury auto depreciation.*Standard mileage rate and when to use it. |
| 4/20/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 21WX-0057: Office 365 Forms App Fundamentals (Webinar) (21WX-0057)*Orientation to the Forms app features and interface*Step-by-step process for creating a form*How to share your form with others to complete it*Tools for analyzing the form responses*Creating a quiz, e.g. a competency quiz*Alternative Forms app solutions |
| 4/8/2021 | 3:30 - 4:30 p.m. | Online | 1 CPE | |
| New 21WX-0175: AI and Ethics: Opportunities and Challenges for CPAs (Webinar) (21WX-0175)*Breaking down just what AI is*How AI is different from existing technology options*Where AI fits in the current technology conversation *Link together how ethical considerations, potential biases, and what kinds of controls should be integrated into the development of any AI program. Not meant to be an overly technical presentation, this session instead focuses on common sense applications and takeaways for practitioners at all levels. |
| 4/23/2021 | 8 - 9 a.m. | Online | 1 CPE / 1 Ethics | |
| 21WX-0111: Guide to 1041 Preparation of Estates and Trusts (Webinar) (21WX-0111)*Similarities and differences to individual taxation*Filing requirements, deadlines and penalties: Section 645 election*Simple or complex trusts?*Grantor trust filing options*Gross income*Deductions: Notice 2018-61*Distributable Net Income - DNI*Section 199A deduction |
| 4/15/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| New 20WX-2867: Not Just Your Everyday FASB Update (Webinar) (20WX-2867)*Review of current items on the FASB agenda*Discussion of the new revenue recognition standard*Update to the new lease accounting standard*U.S. GAAP alternatives for certain entities |
| 3/25/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE | |
| 20WX-2814: Adobe Acrobat Must Know Features for Beginners (Webinar) (20WX-2814)*Adobe Acrobat Standard, Pro and DC (Document Cloud)features/functions comparison *Navigating the Adobe Acrobat interface with maximum efficiency*Creating internal and external bookmark links *Converting Excel, Word and Outlook documents to PDF format *Scanning and Optical Character Recognition (OCR) *Replace your pencil with the annotation tools *Manage your PDF documents with the merge, extract and rotate pages tools*Prepare your PDF for printing with headers, footers and watermarks *Create links to pages, files & websites from within your PDF files*Review of the re-designed Acrobat DC interface and extended features |
| 3/18/2021 | 12 - 4 p.m. | Online | 4 CPE | |
| New 20WX-2539: Cannabis and Hemp/CBD Analysis and Appraisal (Webinar) (20WX-2539)*A sample sanitized appraisal report is provided and discussed. This course provides updates on this topic to incorporate new and emerging data sources and industry trends in the value proposition for both cannabis and hemp businesses, licenses and the related intellectual property. The content is also useful for practitioners and owner/operators involved in economic damage assessments, estate planning and merger and acquisition. |
| 2/12/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| 20WX-2467: Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (20WX-2467)*Definition of self-rental property*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S Corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity)*Self-rental property and the flow-through entity grouping election*Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules |
| 2/3/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| New 20WX-2824: Office 365 OneDrive App - Managing and Storing Your Files (Webinar) (20WX-2824)*Orientation to the OneDrive interface and features*Saving files to OneDrive through uploads and directly from applications*Working with OneDrive files in your Office applications*Managing the storage of your files in OneDrive*Sharing access to your OneDrive files internally and externally*Understanding how to manage your OneDrive configuration settings*Using the OneDrive sync app to synchronize files to your local device*Managing the OneDrive sync app settings |
| 3/19/2021 | 12 - 3 p.m. | Online | 3 CPE | |
| New 20WX-2411: Form 990 Parts V (Other Tax Issues) & I (Summary Financials) (Webinar) (20WX-2411)*Line-by-line exploration of Part V's regulatory laundry-list of additional tax compliance points the exempt sector is responsible for outside of maintaining exemption*Substantive background on the underlying line-specific tax issues relating to four key lines: *How the presence of a common paymaster alters the count of "number of employees" [and how the latter does or does not factor into the current mandatory e-filing rules for larger organizations] (Line 2)*When a Form 990-T filing is required (Line 3a)*The quid pro quo solicitation disclosure mandates (Line 7a/7b)*Need to communicate with solicitations that the organization is not eligible to receive tax-deductible contributions (Line 6a/6b)*The multiple, often overlapping, disclosures or tax filings required when a filer receives large tax-deductible contributions or certain types of property toward such contributions*Explanation of the basics behind the excise tax schemes applied to filers:*holding "donor-advised funds" (Lines 8 and 9)*subject to either of the two new excise tax schemes added by the Tax Cuts and Jobs Act*Potholes in culling the current and prior year's tax return information necessary to complete Part I's Lines 8--22 |
| 1/28/2021 | 4 - 5 p.m. | Online | 1 CPE | |
| 20WX-2723: PowerPoint Advanced: Take Presentations From Good to Great (Webinar) (20WX-2723)*Using slide transitions and animation*Customizing the slide layout, handout and notes masters*Designing your own theme*Inserting Excel charts and data*Integrating audio and video files into your presentation*Useful add-on tools and reference materials |
| 3/5/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| New 20WX-2815: Tax Season Update with Steve Dilley (Webinar) (20WX-2815)*2020-21 legislative, judicial and IRS developments impacting practitioners during the upcoming filing season*2020 tax rates and inflation-adjusted figures*Review and update of the Section 199A deduction*Depreciation and capitalization regulations*Review of any significant changes in tax forms*Analyze significant regulations, IRS rulings, and court cases affecting individuals, corporations, S Corporations and partnerships |
| 3/18/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE | |
| 20WX-2528: Automation Survival Guide for Accountants (Webinar) (20WX-2528)*Current VUCA Business environment *Gartner Hype Cycle*Emerging Technology Impact on Accounting Profession*Artificial intelligence*Recognition technologies*Smart homes*Internet of things*Wearable technologies*Smart cities*Autonomous transportation:*Augmented Analytics *Immersive Reality*Key CPA opportunities/challenges *Practical tips on how practitioners can optimally respond |
| 2/11/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| 20WX-2795: Red Collar Crime: When Clients, Staff and CPAs Turn Violent (Webinar) (20WX-2795)*10 cases you won't believe actually happened*Tax preparer shot by client*Small firm partner murdered by client over business structure*Small company CEO hires hit on his accountant*Partner tries to kill clients*Insurance agent who killed auditor*Graduate accounting professor commits suicide over students*Spouse kills tax accountant spouse*Political accountant kills client's wife*CPA's client killed over failed business*Corporate accountant kills witness |
| 3/16/2021 | 3 - 5 p.m. | Online | 2 CPE / 2 Ethics | |
| 21WX-0045: Death Of An Accountant: Pathway To Advisory Services (Webinar) (21WX-0045)*Additional details to follow |
| 4/7/2021 | 8 - 9 a.m. | Online | 1 CPE | |
| 20WX-2377: Avoid Failures: Succeed Through Experimentation (Webinar) (20WX-2377)*Learn by experimentation*Fire bullets, not cannonballs |
| 1/25/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| 20WX-2321: Making Internal Audit an Asset for the CFO (Webinar) (20WX-2321)*Overlooked benefits your Internal Audit function can provide;*Developing finance personnel *Broadening finance staff assignments *Creating guest auditor rotations to develop and share best practices*Improving operational auditing*Enhancing compliance auditing*Creating third party auditing process to ensure outsourced risk is managed*Driving a culture of control |
| 1/18/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| New 20WX-2503: Case Study Ethics for Today's Accountant (Webinar) (20WX-2503)*Review of the AICPA Code of Professional Conduct*Discuss the principles of professional conduct*Compliance with professional standards*Professional judgement |
| 2/9/2021 | 4 - 5 p.m. | Online | 1 CPE / 1 Ethics | |
| New 20WX-2370: Microsoft Excel: Moving Beyond the Basics (Webinar) (20WX-2370)*Using formulas to manipulate and transform data*Using formulas to summarize data*Using lookup and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Goal Seek*Using Solver to perform multivariate analysis |
| 1/22/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| 20WX-2614: Ethics: What a CPA in Public Practice Needs to Know (Webinar) (20WX-2614)*Ethics for Members in Public Practice: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Eleven Rules for Members in Public Practice*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Discussions: Members in Public Practice |
| 2/22/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE / 2 Ethics | |
| 20WX-2601: Commonly Missed Analytical Procedures (Webinar) (20WX-2601)*These 10 analytical relationships were red flags that the accounting information couldn't be true: *Libraries fake management reports*False productivity*COGS or Revenue: which one is wrong?*Donor drills down to find why charitable programs work*Metrics to measure revenue*What 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 whole*Inventory vs. consumption*Why didn't anyone notice that sales vs supply didn't make sense? |
| 2/19/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| New 20WX-2328: Ethics: Giving Thanks - How to Master the Art of Gratitude (Webinar) (20WX-2328)*We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees. |
| 1/19/2021 | 9 - 11 a.m. | Online | 2 CPE / 2 Ethics | |
| 20WX-2898: Next Step Blockchain: Regulations & Trends CPAs Need to Know (Webinar) (20WX-2898)*This session will take a deeper dive into what may be the hottest and most discussed topic in the accounting space since the internet; blockchain and blockchain applications. Moving beyond the introductions and overviews, this session drills down into what specific trends, news, and changes that are integrating blockchain into the mainstream financial system. *Topics to be covered include, but are not limited to stablecoins, the lightning network, regulatory changes and updates driving change in the cryptocurrency space, and examples of how organizations are already using blockchain at the enterprise and commercial levels. |
| 3/30/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| 20WX-2488: Windows 10: A Primer (Webinar) (20WX-2488)*Navigating the Windows 10 interface*Leveraging the Metro interface for optimal efficiency*Learn about all of the important Windows 10 settings*Review the new File Explorer interface*Understanding how to use virtual desktops*Finding anything with the improved search tools*Review of Edge, the next generation browser*Manage your PC efficiently with the new Action Center*Be the master of your PC with Cortana*Review of key Windows utility apps*Potpourri of tips and tricks for getting the most out of Windows 10 |
| 2/5/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 20WX-2660: Avoiding Death by PowerPoint: Creating Better Presentations (Webinar) (20WX-2660)*Choosing a PowerPoint template*Set up the presentation template*Using PowerPoints' less obvious capabilities*Tell a story*How to begin*Less is more*Make your presentation visually appealing*Cropping and aligning objects*Resources*Creating voiced presentations*Getting the details right |
| 2/26/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE | |
| 20WX-2530: Ethics: Every Choice Has a Consequence (Webinar) (20WX-2530)*Did Chuck's partners miss any red flags that he was stealing*How 99% of CPAs rationalize illegal behavior*Is your software installed ethically*How "If I only knew now then what I know now" applies to you*The risk of tax fraud from non-financial information*How some socially acceptable behavior can be unethical for CPAs*How a county water department was inadvertently unethical *VW shows how easy it is to circumvent control systems*How 7 city hall employees didn't use their rational brain*Rationalizing is like wet cement*Gallagher paid the money back, so was it unethical*How the boss's behavior infects some other employees*How Chuck used trust to continue his unethical behavior*The 3 'legs' of your ethics stool*How client controls at Chuck's firm would have stopped him*Chuck was an ERISA specialist. How that affected his sentence. |
| 2/11/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE / 2 Ethics | |
| 21WX-0036: Breaking Free of the CPA Box (Webinar) (21WX-0036)*Understand why new skills are needed in the accounting profession.*Learn the eight entrepreneurial skills.*How you can break free of the box and drive success in your life. |
| 4/6/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE | |
| New 21WX-0137: Unlocking the Mysteries of Key Person Value (Webinar) (21WX-0137)*How to identify the attributes of a key person*How to quantify the value of the attributes*How to understand the empirical data related to key person value*Apply valuation standards to a key person analysis*Review key court decisions regarding key person issues |
| 4/19/2021 | 12 - 2 p.m. | Online | 2 CPE | |
| 20WX-2776: Excel: Using PivotTables for Data Analysis (Webinar) (20WX-2776)*The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts |
| 3/12/2021 | 11 a.m. - 3 p.m. | Online | 4 CPE | |
| 20WX-2870: Advanced Budgeting - Balance Sheet and Cash Flow Projections (Webinar) (20WX-2870)*Create a Projected Balance Sheet:*Accounts Receivable*Inventory*Capital Budget*Depreciation*Accounts Payable*Accrued Liabilities*Working Capital Loans*Debt*Project interest expense more accurately*Solving for Cash*Projecting Covenant Calculations*Create a Projected Statement of Cash Flow*Choose your format*How to make your Statement of Cash Flow maintenance free*Debugging a statement of Cash Flow |
| 3/26/2021 | 8 - 9 a.m. | Online | 1 CPE | |
| 20WX-2510: Making Internal Audit an Asset for the CFO (Webinar) (20WX-2510)*Overlooked benefits your Internal Audit function can provide;*Developing finance personnel *Broadening finance staff assignments *Creating guest auditor rotations to develop and share best practices*Improving operational auditing*Enhancing compliance auditing*Creating third party auditing process to ensure outsourced risk is managed*Driving a culture of control |
| 2/9/2021 | 9 - 11 a.m. | Online | 2 CPE | |
| 20WX-2412: Entertainment & Parking Expenses: Coping with the New Rules (Webinar) (20WX-2412)*Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings |
| 1/28/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| 20WX-2574: Ethics Interview: Heinz Ickert CFE Exposes CPA's Misconduct (Webinar) (20WX-2574)*Ickert will discuss some examples of ethical violations he discovered*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 requirements*The CPA who wasn't…. *CPAs, from sole practitioners to Big-4 partners, who thought they were independent |
| 2/17/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE / 2 Ethics | |
| New 20WX-2507: Excel: Advanced Formatting to Improve Your Spreadsheets (Webinar) (20WX-2507)*Customizing cell formatting and cell styles*Using number and custom number formatting*Using Conditional Formatting to format cells based upon a defined criteria*Protecting a worksheet and workbook to prevent changes |
| 2/9/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE | |
| 20WX-2809: Ethics and Unbilled Taxes: The Auditor's Untold Story (Webinar) (20WX-2809)*Reviewing Financial Statements with Management*Rules Regarding Subordination of Judgement*Properly Handling Correction of Errors and Prior Period Adjustments*Assessing Risks of Material Misstatements*Other Materiality Issues |
| 3/18/2021 | 2 - 4 p.m. | Online | 2 CPE / 2 Ethics | |
| New 21WX-0218: Real Estate Tax Update (Webinar) (21WX-0218)*Review and update of Section 199A pass-through income and QBI.*Discuss Notice 2019-07 Safe Harbor.*Provisions of § 461 Excess Business Losses and Form 461*Capital asset expensing and depreciation, including Section 179 for qualified real property.*Self-rental rule |
| 4/28/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| 20WX-2400: Ethics: IRS Criminal Investigations - Key Lessons for Accountants (Webinar) (20WX-2400)*Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*New England*Middle Atlantic*East *North*Central*West *North Central*South Atlantic*East South *Central West *South Central*Mountain*Pacific*How accountants can add value to their operations by aiding law enforcement and fighting economic crime |
| 1/27/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE / 2 Ethics | |
| 20WX-2763: Office 365: Using Teams App For Online Meetings and Calls (Webinar) (20WX-2763)*Orientation to the Teams app meeting and call features*Initiating an online meeting with audio*Inviting and managing meeting participants*Deep dive review of the meetings toolbar*Recording meetings for playback in the Stream app*Scheduling online meetings via Outlook*Initiating online audio calls*Review the meetings device settings |
| 3/11/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE | |
| New 21WX-0006: Excel: Formatting Spreadsheets for Beginners (Webinar) (21WX-0006)*Cell formatting basics (fonts, fill, borders, alignment, numbers)*Using quick formatting tools (Cell Styles, copy & pasting, cell formats)*Printing your spreadsheets (page layout, printing to paper and PDF) *Creating and using templates*Create a Default layout (Workbook, sheets, settings) |
| 4/1/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE | |
| 20WX-2475: Excel: Auditing Your Spreadsheets for Maximum Accuracy (Webinar) (20WX-2475)*Proofing techniques*Excel Auditing Tools*Using the Data Validation feature*Techniques to cross-foot and validate your spreadsheets |
| 2/4/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| 20WX-2729: 4 Critical Factors to Create Sustainable Growth (Webinar) (20WX-2729)*Intelligence Quotient areas that management must embrace*The tangibility of a high Emotional Quotient on growth and profitability*Why high IQ+EQ are imperative to momentum-building decision making*How 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. |
| 3/8/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| New 21WX-0020: Keeping your Clients out of IRS Jail (Webinar) (21WX-0020)*Overview of available technology and resources to help provide attendees tools to assist their clients minimize exposure to tax audit issues. *The focus of the IRS is during audits, record-keeping and vital conversations to have with your clients. |
| 4/2/2021 | 1 - 3 p.m. | Online | 2 CPE | |
| 21WX-0041: PowerPoint Fundamentals: Create Engaging Presentations (Webinar) (21WX-0041)*Presentation design best practices*Orientation to the PowerPoint features functions*Using templates, themes and slide layouts*Step-by-step guide to designing and creating a presentation*Adding graphics, photos and other objects*Preparing for the delivery of your presentation |
| 4/6/2021 | 8 - 10 a.m. | Online | 2 CPE | |
| New 20WX-2708: 5 Elements of a Finding (Yellow Book) (Webinar) (20WX-2708)*This course is centered on the five elements of a finding as required by the GAO's Yellow Book and the IIA. |
| 3/4/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | |
| 21WX-0003: Cybersecurity Disruption: What CPAs Need to Know (Webinar) (21WX-0003)*The content of this course will cover several of the most important trends and topics driving change in the cybersecurity conversation. As blockchain platforms, robotic process automation, artificial intelligence, and cryptocurrencies become increasingly mainstream. The implications for cybersecurity policies and procedures are profound. *This session provides attendees with the terminology, concepts, strategies, and applications that will enable them to deliver value to clients seeking cybersecurity solutions now and moving forward. |
| 4/1/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | |
| 20WX-2738: Power Your Firm With AI and Big Data (Webinar) (20WX-2738)*Additional details to follow |
| 3/9/2021 | 12 - 1 p.m. | Online | 1 CPE | |
| New 20WX-2531: Ethics: How to Ensure Zombie Ethics Won't Kill Your Business (Webinar) (20WX-2531)*We'll closely examine several myths about ethical leadership that continue to plague businesses like yours. You'll learn why these ideas deserve to be put to rest for good and what should take their place. This will be an ethics webinar unlike any you have ever taken--because it will be both entertaining and rich in content! |
| 2/11/2021 | 3 - 5 p.m. | Online | 2 CPE / 2 Ethics | |
| 20WX-2495: Ethics: IRS Behavioral Insights for Accountants (Webinar) (20WX-2495)*Behavioral insights (BI) Primer*How and why BI are used by the IRS*IRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues *BI and Implementation of tax reform legislation *BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes |
| 2/8/2021 | 1 - 3 p.m. | Online | 2 CPE / 2 Ethics | |
| 21WX-0233: Confessions of a Mompreneur: Leadership Lessons Learned (Webinar) (21WX-0233)*The three promises to live and work by.*How accountability in action speaks volumes.*The three choices we all have in any given situation.*Leading through learning, listening and leveraging. |
| 4/30/2021 | 9 - 10 a.m. | Online | 1 CPE | |
| 20WX-2644: Next Step Blockchain: Regulations & Trends CPAs Need to Know (Webinar) (20WX-2644)*This session will take a deeper dive into what may be the hottest and most discussed topic in the accounting space since the internet; blockchain and blockchain applications. Moving beyond the introductions and overviews, this session drills down into what specific trends, news, and changes that are integrating blockchain into the mainstream financial system. *Topics to be covered include, but are not limited to stablecoins, the lightning network, regulatory changes and updates driving change in the cryptocurrency space, and examples of how organizations are already using blockchain at the enterprise and commercial levels. |
| 2/24/2021 | 3 - 5 p.m. | Online | 2 CPE | |
| 20WX-2721: Open Book Management: Making it Work in the Real World (Webinar) (20WX-2721)*Understanding open book concepts*Deciding what to share or not share*Choosing open book metrics *Providing team member training*Use open book management to improve performance*Linking compensation to performance |
| 3/5/2021 | 8 - 10 a.m. | Online | 2 CPE | |
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