| 14th Annual MNCPA Audits of Employee Benefit Plans Conference (XAEBC) |
| 5/18/2020 | 8:30 a.m. - 4:30 p.m. | Plymouth, MN | 8 CPE | Add |
| MNCPA School District Audits Conference (XASA)*Legislative Update
*Legal Compliance Update
*Behavioral Ethics
*Technical Update
*Fraud
*Minnesota Department of Education Update
*Auditing Standards Refresher
*Cybersecurity |
| 6/1/2020 | 8:30 a.m. - 4:30 p.m. | Brooklyn Center, MN | 8 CPE | Add |
| 34th Annual MNCPA SALT Conference (XSTMB) |
| 6/8/2020 | 8:30 a.m. - 4:40 p.m. | Plymouth, MN | 8 CPE / 1 Ethics | Add |
| 38th Annual MNCPA Estate & Personal Financial Planning Conference (XCEP) |
| 6/16/2020 | 8:30 a.m. - 4:30 p.m. | Brooklyn Center, MN | 16 CPE | Add |
| 26th Annual MNCPA Management & Business Advisers Conference (MBAC20) (XMBAC) |
| 6/23/2020 | 8 a.m. - 5 p.m. | Minneapolis, MN | 16 CPE / 6 Ethics | Add |
| MNCPA Audits of Local Governments Conference (XACA) |
| 10/19/2020 | 8:30 a.m. - 4:30 p.m. | Brooklyn Center, MN | 8 CPE | Add |
| 40th Annual MNCPA Not-for-Profit Conference (XNP) |
| 10/20/2020 | 8:30 a.m. - 4:30 p.m. | Brooklyn Center, MN | 8 CPE | Add |
| 20th Annual MNCPA Business Valuation Conference (XBV) |
| 10/26/2020 | 8:30 a.m. - 4:30 p.m. | Plymouth, MN | 8 CPE | Add |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (WSCST410)*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 ASU and its impact on the construction industry |
| 2/25/2020 | 12 - 3:30 p.m. | Online | 4 CPE | Add |
| Surgent's Managing People Through Motivation (Webinar) (WSMAMO03)*What it means to engage people; discuss the meaning of motivation by getting to the core of what impacts your employees' productivity *Get your employees charged; find out what makes them tick through examining and understanding some of the classics in motivational theory *Learn how to drill down to what truly motivates your employees *Using the C.A.R.E. model to improve employee motivation through case studies |
| 2/25/2020 | 12:30 - 4 p.m. | Online | 4 CPE | Add |
| Surgent's Advanced Concepts in SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Webinar) (WSSS2116)*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 |
| 2/26/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Surgent's QuickBooks Online: Web-Based Software to Make Bookkeeping Easier (Webinar) (WSQBOL06)*Overview of QuickBooks Online vs. Desktop Options *QuickBooks Online Independent Contractor (Self-Employed) *QuickBooks Online Small Business Editions (Simple Start, Essentials, Plus) *QuickBooks Online for Accountant (QBOA) features *Apps that increase the functionality of QuickBooks Online |
| 2/26/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Webinar) (WSREV419)*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 |
| 2/26/2020 | 12 - 3:30 p.m. | Online | 4 CPE | Add |
| Surgent's QuickBooks: Internal Control Tips & Tricks (Webinar) (WSQBIC07)*Network Security *Backup *Supported versions *User Rights and passwords *Preferences *Payroll Issues *Banking and credit card issues *Reports *Budgets |
| 2/26/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (WSHFEM05)*Employment at will -- what this means in a practical sense *Implied employment contracts *What a prospective employer can ask about, and test for, during employment interviews *Federal anti-discrimination rules applicable to hiring and firing *How to fire an employee and not get sued |
| 2/27/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (WSTTCE09)*Overview of estate planning *The dangers of a Power of Attorney *The most important aspect of a will *Role, scope, rights, and responsibilities of an executor *Benefits of incorporating a trust *Bequests *Caring for a pet *Claims against the estate *Insurance *Consequences of poor estate planning |
| 2/27/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (WSCRAU45)*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 |
| 2/28/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Surgent's Negotiating Unmasked (Webinar) (WSNEGU09)*Understanding the process and art of negotiating *Analyzing the component parts of negotiating *Positioning yourself for success *Practical steps to improve results |
| 2/28/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (WSTCF410)*Economic update *Managing for productivity *Metrics and benchmarking *Social media and the cloud *Negotiation skills for finance professionals |
| 3/2/2020 | 8 - 11:30 a.m. | Online | 4 CPE | Add |
| Surgent's Fraud Basics: Protecting the Company Till (Webinar) (WSDRF412)*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 |
| 3/2/2020 | 12 - 3:30 p.m. | Online | 4 CPE | Add |
| Surgent's Revenue Recognition in the Technology Sector: Topic 606 Implementation Challenges (Webinar) (WSTEC406)*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 |
| 3/4/2020 | 12 - 3:30 p.m. | Online | 4 CPE | Add |
| Surgent's What Employers Need to Know About Sexual Harassment in the Workplace (Webinar) (WSSEHA06)*What is sexual harassment? *What kinds of behavior could be considered sexual harassment? *Which laws pertain to sexual harassment? *Are there different types of sexual harassment? *Who can be considered a harasser in the workplace? *Can one incident of harassment or offensive behavior constitute sexual harassment? *Employers' legal responsibility for third parties who sexually harass employees *Remedies for someone suffering sexual harassment |
| 3/4/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Ethical Considerations for the CPA (Webinar) (WSETHC38)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 3/4/2020 | 8 - 11:30 a.m. | Online | 4 CPE / 4 Ethics | Add |
| Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Webinar) (WSLTC407)*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 |
| 3/5/2020 | 12 - 3:30 p.m. | Online | 4 CPE | Add |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (WSAAFP13)*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 *Proposed changes in the AICPA's proposed SAS on auditing employee benefit plans |
| 3/5/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Surgent's Accountability: Stop the Blame Game (Webinar) (WSABLG03)*Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results *Designing and using clear agreements that provide clarity *Skills for holding yourself and others accountable for results, no matter what *Knowing where you are in the accountability game... what you do/don't do well |
| 3/5/2020 | 12:30 - 4 p.m. | Online | 4 CPE | Add |
| Surgent's Excel Shortcuts for Accountants (Webinar) (WSEXSC12)* 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 |
| 3/5/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's How to Do a GAAS Audit (Webinar) (WSGAAS07)*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 |
| 3/5/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Surgent's Excel Budgeting Ideas (Webinar) (WSEXBI11)* 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 |
| 3/5/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Surgent's Controllership Skills Update: Risk Management (Webinar) (WSCONT05)*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 |
| 3/6/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (WSAFPL18)*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 |
| 3/9/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Surgent's Annual Accounting and Auditing Update (Webinar) (WSACAU54)*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 AandA practice matters |
| 3/9/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Surgent's Going Concern Uncertainty: Complying with the New Requirements When Preparing or Reporting on Financial Statements (Webina (WSAAGC08)*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 |
| 3/11/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Webinar) (WSPLF408)*Differences between planning and budgeting *The business model *Strategic plan, marketing plan, and technology plan *Financial forecasting and financial risk analysis *Five-year operating plan and the sales/income plan *Intermediate planning and capital equipment planning *One-year operating plan and monthly planning *Cash plan and risk plan |
| 3/11/2020 | 12 - 3:30 p.m. | Online | 4 CPE | Add |
| Surgent's QuickBooks Online: Web-Based Software to Make Bookkeeping Easier (Webinar) (WSQBOL07)*Overview of QuickBooks Online vs. Desktop Options *QuickBooks Online Independent Contractor (Self-Employed) *QuickBooks Online Small Business Editions (Simple Start, Essentials, Plus) *QuickBooks Online for Accountant (QBOA) features *Apps that increase the functionality of QuickBooks Online |
| 3/11/2020 | 3 - 5 p.m. | Online | 2 CPE | Add |
| Surgent's QuickBooks: Internal Control Tips & Tricks (Webinar) (WSQBIC08)*Network Security *Backup *Supported versions *User Rights and passwords *Preferences *Payroll Issues *Banking and credit card issues *Reports *Budgets |
| 3/11/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Ethical Considerations for the CPA (Webinar) (WSETHC39)* 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 |
| 3/11/2020 | 8 - 11:30 a.m. | Online | 4 CPE / 4 Ethics | Add |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (WSCST411)*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 ASU and its impact on the construction industry |
| 3/12/2020 | 12 - 3:30 p.m. | Online | 4 CPE | Add |
| Surgent's Controllership Skills Update: Current Survival Skills (Webinar) (WSCON205)*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 |
| 3/12/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (WSELNP07)*How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior *Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies *Key functions of employment including recruitment, interviewing and selection |
| 3/12/2020 | 12:30 - 4 p.m. | Online | 4 CPE | Add |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (WSAIT413)*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 |
| 3/12/2020 | 12:30 - 4 p.m. | Online | 4 CPE | Add |
| Surgent's Looking Ahead: Predicting Future Financial Issues and Their Impact on Accountants in Industry (Webinar) (WSFFFE12)*The future of medical care in the United States and impact on your employees and your costs *Future of Social Security and impact on retirement planning and employee retention *Impact on financial executive if the dollar is no longer the world currency *"Fate of the States" -- will the location of your business make you less competitive? *Future of workmen's compensation *Future of interest rates *Impact of greater reliance on technology *AICPA top 10 trends and technologies *National infrastructure *Impact of continuing uncertainty in markets |
| 3/16/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (WSTCF411)*Economic update *Managing for productivity *Metrics and benchmarking *Social media and the cloud *Negotiation skills for finance professionals |
| 3/16/2020 | 12 - 3:30 p.m. | Online | 4 CPE | Add |
| Surgent's Fraud Basics: Protecting the Company Till (Webinar) (WSDRF413)*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 |
| 3/16/2020 | 12 - 3:30 p.m. | Online | 4 CPE | Add |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (WSAAFP14)*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 *Proposed changes in the AICPA's proposed SAS on auditing employee benefit plans |
| 3/19/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Webinar) (WSCON304)*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 |
| 3/19/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (WSEXPP09)*Creating a data model/Power Pivot *Building PivotTables from multiple tables *Creating Measures *Using named sets |
| 3/19/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Coaching Skills for Managers and Supervisors (Webinar) (WSCKMS03)*The definition of "coaching" and the coaching process *Characteristics of effective coaches *Coaching strategies to support and assist others as they change ineffective behaviors *Conducting one-on-one coaching sessions for setting goals and improving performance |
| 3/19/2020 | 12:30 - 4 p.m. | Online | 4 CPE | Add |
| Surgent's Excel: Mastering PivotTables (Webinar) (WSEXPV11)* Explore PivotTable capabilities and functionality * Retrieve data from a database and feed it into the PivotTable * Pull web tables from web pages into Excel |
| 3/19/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Negotiating Unmasked (Webinar) (WSNEGU10)*Understanding the process and art of negotiating *Analyzing the component parts of negotiating *Positioning yourself for success *Practical steps to improve results |
| 3/19/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Surgent's What Employers Need to Know About Sexual Harassment in the Workplace (Webinar) (WSSEHA07)*What is sexual harassment? *What kinds of behavior could be considered sexual harassment? *Which laws pertain to sexual harassment? *Are there different types of sexual harassment? *Who can be considered a harasser in the workplace? *Can one incident of harassment or offensive behavior constitute sexual harassment? *Employers' legal responsibility for third parties who sexually harass employees *Remedies for someone suffering sexual harassment |
| 3/20/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Surgent's Ethical Considerations for the CPA (Webinar) (WSETHC40)* 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 |
| 3/20/2020 | 12 - 3:30 p.m. | Online | 4 CPE / 4 Ethics | Add |
| Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Webinar) (WSREV420)*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 |
| 3/23/2020 | 12 - 3:30 p.m. | Online | 4 CPE | Add |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (WSTTCE10)*Overview of estate planning *The dangers of a Power of Attorney *The most important aspect of a will *Role, scope, rights, and responsibilities of an executor *Benefits of incorporating a trust *Bequests *Caring for a pet *Claims against the estate *Insurance *Consequences of poor estate planning |
| 3/23/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Surgent's Industry Accountant Toolkit (Webinar) (WSIATK11)*Key tools used by businesses and financial professionals across the globe to measure performance *Detailed, real-world examples of businesses utilizing these tools |
| 3/23/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (WSCRAU46)*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 |
| 3/24/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Surgent's Examining the New Lease Accounting Standard: More Than Meets the Eye (Webinar) (WSNLS411)*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 |
| 3/25/2020 | 12 - 3:30 p.m. | Online | 4 CPE | Add |
| Surgent's Successful Communication (Webinar) (WSSUCO06)*The communication process and barriers that get in the way *Techniques for overcoming barriers *Understanding and self-assessment of each component of the communication process *Gaining skills to listen more effectively, especially in stressful situations with heightened emotions *Action plan to apply techniques in the workplace for communication success |
| 3/25/2020 | 12:30 - 4 p.m. | Online | 4 CPE | Add |
| Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Webinar) (WSPLF409)*Differences between planning and budgeting *The business model *Strategic plan, marketing plan, and technology plan *Financial forecasting and financial risk analysis *Five-year operating plan and the sales/income plan *Intermediate planning and capital equipment planning *One-year operating plan and monthly planning *Cash plan and risk plan |
| 3/26/2020 | 12 - 3:30 p.m. | Online | 4 CPE | Add |
| Surgent's Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (Webinar) (WSFANG08)*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 |
| 3/26/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Surgent's Successfully Navigating the Impacts of SSARS No. 21-23 (Webinar) (WSSSAR12)*Satisfying the completely clarified and revised professional standards related to preparation of financial statements, compilations and reviews, highlighting requirements of SSARS No, 21-23 *Differentiating when it is appropriate to perform a preparation of financial statements non-attest service instead of a compilation engagement requiring a report to be issued *Highlighting the major reporting changes for compilations and reviews |
| 3/26/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Recently Issued U.S. GAAP: What Small and Mid-Size Nonpublic Entity CPAs Need to Know and Do Now, Not Later (Webinar) (WSGAAP16)*Private Company Council (PCC) influenced U.S. GAAP alternatives, such as common control leasing arrangements, interest rate swaps and goodwill *What nonpublic reporting entities need to do now related to ASU 2014-09 Revenue Recognition *The impact of the new ASU 2016-02 Leases, and whether there is anything entities need to do now to prepare for implementation *Highlights of other ASUs with open effective dates for nonpublic business entities that have the greatest likelihood of changing the financial statements of smaller entities *Significant pending FASB activity related to smaller private businesses |
| 3/27/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Controllership Skills Update: M&A and Alliances (Webinar) (WSCON403)*Recent Trends: MandA activity, Contributing factors/reasons for record levels, Examples of recent transactions, Inversions, Strategic spin-offs/splits*Expanded Role of Financial Professionals: Establishing strategy, Valuation techniques, Execution plan, Due diligence, Sources of industry information Post-completion evaluations*Negotiations: Improving your communication skills, Establishing an environment for success, *List of Do's and Don'ts*Alliances and Outsourcing: ,teps to forming an alliance, Examples of recent alliances, Determining if outsourcing is correct for your organization, Steps to improve results |
| 3/27/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (WSTCF412)*Economic update *Managing for productivity *Metrics and benchmarking *Social media and the cloud *Negotiation skills for finance professionals |
| 3/30/2020 | 8 - 11:30 a.m. | Online | 4 CPE | Add |
| Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (WSHFEM06)*Employment at will -- what this means in a practical sense *Implied employment contracts *What a prospective employer can ask about, and test for, during employment interviews *Federal anti-discrimination rules applicable to hiring and firing *How to fire an employee and not get sued |
| 3/31/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (JSDL1041)*Classifying receipts between "income" and "corpus" under the Uniform Principal and Income 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 | Add |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (JSOD1041)*Classifying receipts between "income" and "corpus" under the Uniform Principal and Income 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 | Add |
| Surgent's Review of Form 709: Gift Tax Return (Self-Study) (JSDL709R)* Form 709: gift tax reporting; the effect of the lifetime exclusion * Present interest versus future interest * The annual exclusion, what qualifies and how is it calculated* When are consenting spouses not required to file Form 709* What gifts are excluded from gift tax reporting* Adequate disclosure requirements and the statute of limitations * Proper gift tax reporting of front-end loaded Section 529 qualified tuition plans * The inclusion of up-to-date revised forms and references *Calculation of unified credit and prior years credit re-calculation*Calculation of additional credit for decedent spouses unused exemption (DSUE) |
| Self-Study | | Format: Downloadable PDF | 2 CPE | Add |
| Surgent's Transitioning to the Professional World (Audit Skills Training - Level 1) (Self-Study) (JSODA1M1)*The AICPA Code of Professional Conduct *The Conceptual Framework for Independence *Safeguarding independence when performing both attest and non-attest services *Real-life difficult scenarios and ethical dilemmas commonly faced by new professionals |
| Self-Study | | Format: On-Demand | 3 CPE / 3 Ethics | Add |
| Surgent's Desired Traits of Entry-Level Auditors (Audit Skills Training - Level 1) (Self-Study) (JSODA1M2)*Maintaining productivity during unassigned time *Typical constructive feedback comments for new auditors *Setting professional development goals *Case studies related to difficult scenarios typically encountered by new professionals *Managing time and assigned tasks *Tips for new professionals for both short- and long-term success |
| Self-Study | | Format: On-Demand | 3 CPE | Add |
| Surgent's Professional Skepticism (Audit Skills Training - Level 1) (Self-Study) (JSODA1M3)*Understand the importance of professional skepticism, especially when performing attest services *Recognize fraud responsibilities in a financial statement audit *Explain the varying levels of persuasiveness of audit evidence |
| Self-Study | | Format: On-Demand | 3 CPE | Add |
| Surgent's The Nature of Compilations, Reviews and Audits (Audit Skills Training - Level 1) (Self-Study) (JSODA1M4)*Compare and contrast the basis and requirements of preparing financial statements, compilation, review and 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 | Add |
| Surgent's Audit Documentation Basics (Audit Skills Training - Level 1) (Self-Study) (JSODA1M5)*Proper documentation as a means of audit quality *Factors impacting the nature and extent of documentation *Sample workpaper index *Use of audit programs as means of audit documentation *Exercise on identifying workpaper deficiencies *Checklist for self-review of workpapers and clearing review notes |
| Self-Study | | Format: On-Demand | 3 CPE | Add |
| Surgent's The Basic Audit Concept (Audit Skills Training - Level 1) (Self-Study) (JSODA1M6)*The reason that entities engage a financial statement audit *List the applicable financial reporting frameworks available *Differentiate the responsibilities of management and auditors *The various phases of a financial statement audit *Evaluating and documenting audit risk, both at the overall and relevant assertion level *Case study differentiating high risk audit engagements and higher risk audit areas |
| Self-Study | | Format: On-Demand | 3 CPE | Add |
| Surgent's Internal Control Fundamentals (Audit Skills Training: Level 1) (Self-Study) (JSODA1M7)*Gaining an understanding of the entity and its 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 | Add |
| Surgent's Auditing Cash and Cash Equivalents (Audit Skills Training - Level 1) (Self-Study) (JSODA1M8)*Explain typical audit risks and special considerations related to cash and cash equivalents *Describe designing a detailed audit plan, linking assessed risk to planned procedures *Perform typical audit procedures associated with auditing cash and cash equivalents *Discuss how to obtain evidence through inquiry of the client |
| Self-Study | | Format: On-Demand | 3 CPE | Add |
| Surgent's Performing Effective and Efficient Compilations and Reviews (Audit Skills Training - Level 2) (Self-Study) (JSODA2M1)*Avoiding litigation risks in accounting 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 | Add |
| Surgent's Auditing Accounts Receivable (Audit Skills Training - Level 2) (Self-Study) (JSODA2M2)*Typical risks of material misstatement *Practice tailoring the detailed audit plan *Converting accounts receivable to cash *External confirmation audit considerations, including evaluating responses for propriety *Evaluating the valuation of accounts receivable |
| Self-Study | | Format: On-Demand | 3 CPE | Add |
| Surgent's Auditing PP&E, Including Leases (Audit Skills Training - Level 2) (Self-Study) (JSODA2M3)*Typical audit risks and 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 | Add |
| Surgent's Auditing Basic Inventory: Performing Observations (Audit Skills Training - Level 2) (Self-Study) (JSODA2M4)*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 | Add |
| Surgent's Auditing A/P, Accrued Expenses and Debt (Audit Skills Training - Level 2) (Self-Study) (JSODA2M5)*Typical audit procedures related to accounts payable and accrued expenses, including the search for unrecorded 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 | Add |
| Surgent's Analytical Procedure Fundamentals (Audit Skills Training - Level 2) (Self-Study) (JSODA2M6)*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 | Add |
| Surgent's Sampling Fundamentals (Audit Skills Training - Level 2) (Self-Study) (JSODA2M7)*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 | Add |
| Surgent's Financial Statement Fundamentals (Audit Skills Training - Level 2) (Self-Study) (JSODA2M8)*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 | Add |
| Surgent's Independence: Nonattest and Attest Services (Audit Skills Training - Level 3) (Self-Study) (JSODA3M1)*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 | Add |
| Surgent's Assessing Fraud Risk in a Financial Statement Audit (Audit Skills Training - Level 3) (Self-Study) (JSODA3M2)*Explain the expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting 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 | Add |
| Surgent's Identifying and Evaluating Audit Risk (Audit Skills Training - Level 3) (Self-Study) (JSODA3M3)*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 | Add |
| Surgent's Internal Control Testing for Operating Effectiveness (Audit Skills Training - Level 3) (Self-Study) (JSODA3M4)*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 | Add |
| Surgent's Auditing Common Investments (Audit Skills Training - Level 3) (Self-Study) (JSODA3M5)*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 | Add |
| Surgent's Auditing Revenue Recognition (Audit Skills Training - Level 3) (Self-Study) (JSODA3M6)*Generally accepted accounting principles related to sales, including the new revenue recognition 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 | Add |
| Surgent's Substantive Analytic Procedures (Audit Skills Training - Level 3) (Self-Study) (JSODA3M7)*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 | Add |
| Surgent's Financial Reporting Complex Issues (Audit Skills Training - Level 3) (Self-Study) (JSODA3M8)*Important considerations when drafting the statement of cash flows *Properly treating more complex transactions and events in the statement of cash 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 | Add |
| Surgent's Fraud in Smaller and Midsize Environments (Audit Skills Training - Level 4) (Self-Study) (JSODA4M1)*Fraud trends per the Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and 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 | Add |
| Surgent's Responsibilities When Reviewing Workpapers (Audit Skills Training - Level 4) (Self-Study) (JSODA4M2)*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 | Add |
| Surgent's Assessing Risk for a Higher Quality Audit (Audit Skills Training - Level 4) (Self-Study) (JSODA4M3)*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 | Add |
| Surgent's Internal Control Advanced Concepts (Audit Skills Training - Level 4) (Self-Study) (JSODA4M4)*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 | Add |
| Surgent's Auditing Estimates (Audit Skills Training - Level 4) (Self-Study) (JSODA4M5)*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 | Add |
| Surgent's Maximizing Analytic Procedure Audit Evidence (Audit Skills Training - Level 4) (Self-Study) (JSODA4M6)*Financial statement analysis, and communicating insights to financial statement 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 | Add |
| Surgent's Performing Research: FASB Codification (Audit Skills Training - Level 4) (Self-Study) (JSODA4M7)*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 | Add |
| Surgent's Client and Engagement Management (Audit Skills Training - Level 4) (Self-Study) (JSODA4M8)*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 | Add |
| Surgent's Desired Traits of In-Charges, Seniors and Supervisors (Audit Skills Training - Level 5) (Self-Study) (JSODA5M1)*Improving a firm's financial results be improving effective and efficient 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 | Add |
| Surgent's Communicating Internal Control Deficiencies (Audit Skills Training - Level 5) (Self-Study) (JSODA5M2)*The required communication of internal control matters noted on an 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 | Add |
| Surgent's Auditing Complex Investment Types (Audit Skills Training - Level 5) (Self-Study) (JSODA5M3)*The fair value measurement process, including non-readily marketable securities *Auditing fair value measurement and disclosure, including alternative investments and complex derivatives *Using a specialist for fair value determination, including Service Organization Control Report considerations *Example accounting for complex derivatives, such as put options and embedded derivatives *Fair value hierarchy considerations for disclosures related to non-readily marketable investments |
| Self-Study | | Format: On-Demand | 3 CPE | Add |
| Surgent's Auditing Impairment of Long-Lived Assets (Audit Skills Training - Level 5) (Self-Study) (JSODA5M4)*Indicators of 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 | Add |
| Surgent's Auditing Contingencies and Going Concern (Audit Skills Training - Level 5) (Self-Study) (JSODA5M5)*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 | Add |
| Surgent's Modified Audit Reports & Other Special Considerations (Audit Skills Training - Level 5) (Self-Study) (JSODA5M6)*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 | Add |
| Surgent's Special Audit Engagements Requiring Contractual or Regulatory Reporting (Audit Skills Training - Level 5) (Self-Study) (JSODA5M7)*Sarbanes-Oxley Act of 2002 overview of key 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 | Add |
| Surgent's Coaching Staff to Stay on the Right Track (Audit Skills Training - Level 5) (Self-Study) (JSODA5M8)*Different ways to appropriately motivate others for performance, including nonmonetary 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 | Add |
| Surgent's Reviewing Workpapers: Avoiding Deficient Audits (Audit Skills Training - Level 6) (Self-Study) (JSODA6M1)*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 | Add |
| Surgent's Value-Added Internal Control Communications (Audit Skills Training - Level 6) (Self-Study) (JSODA6M2)*Importance of placing a priority on being a value-added business 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 | Add |
| Surgent's Adapting Different Personality Styles (Audit Skills Training - Level 6) (Self-Study) (JSODA6M3)*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 | Add |
| Surgent's Accounting and Auditing Update (Audit Skills Training - Level 6) (Self-Study) (JSODA6M4)*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 | Add |
| Surgent's The Art of Discipline and Getting Things Done (Audit Skills Training - Level 7) (Self-Study) (JSODA7M1)*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 | Add |
| Surgent's Making Rain: Client Service and Selling to Prospects (Audit Skills Training - Level 7) (Self-Study) (JSODA7M2)*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 | Add |
| Surgent's Critical Performance Measures (Audit Skills Training - Level 7) (Self-Study) (JSODA7M3)*Defining various types of performance measures *Striking a balance between financial, internal process, continuous improvement, and customer satisfaction performance measures *Creating a dashboard of performance metrics *Tips for sustainable performance measurement |
| Self-Study | | Format: On-Demand | 3 CPE | Add |
| Surgent's The Balanced Leader-Manager (Audit Skills Training - Level 7) (Self-Study) (JSODA7M4)*Differentiating between managing and 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 | Add |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Self-Study) (JSDLAAU4)*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 | Add |
| Financial Reporting Update for Tax Practitioners (Self-Study) (JSODAAUP)*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 | Add |
| Surgent's Financial Reporting Update for Tax Practitioners (Self-Study) (JSDLAAUP)*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 | Add |
| Surgent's A&A Hot Topics: Getting a Grasp on the Big Issues (Self-Study) (JSDLAAYR)*New U.S. Accounting Principles*Revenue Recognition*Leases*Recent FASB updates related to financial instruments*The United States Securities and Exchange Commission (SEC) Hot Topics*COSO's Updated Enterprise Risk Management Framework*Current technology trends relevant to CPAs*Auditing and Accounting Services Matters on the Radar |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's Annual Accounting and Auditing Update (Self-Study) (JSDLACAU)*Private company standard setting 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 | Add |
| Surgent's Annual Accounting and Auditing Update (Self-Study) (JSODACAU)*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 | Add |
| Surgent's Limited Liability Companies: Losses, Liquidations, Terminations, Continuations and Sales (Self-Study) (JSDLACL4)*Partnership losses: when are they deductible? *Death or retirement of a member or partner -- Understanding the alternatives *Continuation and termination in the context of a merger or acquisition *Sales of an LLC interest -- holding period and hot asset issues |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's S Corporations: Compensation and Redemptions (Self-Study) (JSDLACS4)*Compensation planning in S Corporations, including limitations in a family-controlled business *Use of redemptions *Estate planning for S Corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (JSDLACTL)*Single-member limited liability companies as an alternative to subsidiaries *Cancellation of indebtedness: rules and regulations *How the IRS views members or partners for Social Security purposes *Special problems when forming an LLC *Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting "bottom dollar" guarantees *Distributions: is it just a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership 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 |
| Self-Study | | Format: Downloadable PDF | 10 CPE | Add |
| Surgent's Advanced Critical Tax Issues for S Corporations (Self-Study) (JSDLACTS)*The Tax Cuts and Jobs Act of 2017*Section 199A proposed regulations and Notice 2018-64 (including a Supplement of examples)*Cases, rulings, and tax law changes affecting S Corporations *Compensation planning in S Corporations, including limitations in a family-controlled business; self-employment tax issues *Use of redemptions: still some advantages *Planning for the liquidation of an S Corporation *Tax issues for family ownership of S Corporation stock *Impact of the tax on net investment income on sales of S Corporation stock *Stock basis: Loss limitations, AAA, and distribution issues in depth *Debt basis: what the regulations on back-to-back loans mean to investors *Estate planning for S Corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance *Built-in gains: the 5-year recognition period*S Corporation structuring: one class of stock *Methods of accounting*Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates |
| Self-Study | | Format: Downloadable PDF | 10 CPE | Add |
| Surgent's Annual Accounting Update (Self-Study) (JSDLACU4)*Private Company Standard Setting activities*FASB Accounting Standards Updates*Revenue recognition*Leases*Other important accounting matters |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Avoiding Audit Documentation and Engagement Wrap-Up Deficiencies (Self-Study) (JSDLADED)* Leverage the workpaper review process to ensure compliance with audit documentation standards * Emphasize the importance quality control monitoring to identify deficiencies in compliance with professional and regulatory standards * Suggestions to mitigate "real-life" audit report dating issues/concerns encountered by audit firms (e.g., issuing multiple audit reports with an appropriate audit report date, subsequent events identified after audit report date but prior to report release date, sufficiently fulfilling the document completion date requirements, management representation letter dating, evaluating the sufficiency of attorney's letter responses, etc.) * How Yellow Book and Single Audit standards influence general audit procedures and issuing audit reports |
| Self-Study | | Format: Downloadable PDF | 2 CPE | Add |
| Surgent's Accounting for Financial Instruments: FASB's New Guidance on Impairment, Hedging & Financial Assets and Liabilities (Self-Study) (JSDLAFI4)*Key provisions of each of the FASB's new Updates related to financial instruments, dealing with recognition and measurement, impairment, and 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 | Add |
| Surgent's AICPA Update (Self-Study) (JSDLAICU)*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 | Add |
| Surgent's Master Accounting for Income Taxes (Self-Study) (JSDLAIT4)*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 | Add |
| Surgent's Master Accounting for Income Taxes (Self-Study) (JSODAIT4)*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 | Add |
| Surgent's Small Business Guide to the Use of Accounting Methods After Tax Reform (Self-Study) (JSODAMET)*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 | Add |
| Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (JSDLANFP)*Refining key planning and general auditing considerations to the not-for-profit environment *Characteristics of not-for-profit financial statements that require special attention *The auditor's consideration of fraud in auditing a not-for-profit 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 | Add |
| Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (JSODANFP)*Refining key planning and general auditing considerations to the not-for-profit environment *Characteristics of not-for-profit financial statements that require special attention *The auditor's consideration of fraud in auditing a not-for-profit 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 | Add |
| Surgent's Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under Section 754 and Related Provisions (Self-Study) (JSDLAPLW)*Identify when an election to adjust basis will be available *Determining when the basis adjustment must be made or may be made without an election *Learn how to make the calculations to determine a step-up and allocate that step-up among partnership assets *Examine practical examples dealing with a sale of a partnership interest and the effects of Section 734(b) *Explore the alternatives to electing a basis adjustment *Understand a distribution of property and when an inside basis adjustment can be considered *Study examples dealing with sale of assets vs. sale of partnership interests and issues with hot assets *Find out how to keep track of the "books" for tax preparers when the inside basis adjustment is made, and how to flow through adjustments through a tax return and K-1*Identify the changes to partnership tax law effected by the Tax Cuts and Jobs Act of 2017 |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's ASU No. 2016-14: Not-for-Profit Financial Reporting (Self-Study) (JSDLASU4)*Changes in the reporting of net assets and how they play out in the statement of financial position and the statement of activities
*How the reporting of functional and natural expense information has changed
*The new requirements related to providing liquidity and availability of financial assets information
*Changes to the statement of cash flows
*How the new contribution and revenue recognition requirements affect not-for-profits (e.g., the accounting for grants and contracts)
*How the new lease requirements will affect not-for-profits |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Annual Auditing Update (Self-Study) (JSDLAUU4)*Recently issued SASs and Exposure 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 | Add |
| Surgent's S Corporation, Partnership and LLC Tax Update (Self-Study) (JSDLBCP4)*Choice of entity issues: is the C Corporation more of a viable choice after tax reform? Will it become preferred?*Impact of the Tax Cuts and Jobs Act on S Corporations and partnership entities including coverage of Section 199A*Impact of the net investment income tax on the owners of pass-through entities *Basis issues: at-risk, passive activities for partnerships and LLCs*Coverage of the business tax changes*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 | Add |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Self-Study) (JSDLBCPE)*Impact of the Tax Cuts and Jobs Act on S Corporations and partnership entities including coverage of Section 199A*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: open-account and written debt; defining bona fide debt for back-to-back loans*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 | Add |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Self-Study) (JSODBCPE)*Impact of the Tax Cuts and Jobs Act on S Corporations and partnership entities including coverage of Section 199A*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: open-account and written debt; defining bona fide debt for back-to-back loans*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 | Add |
| Surgent's Federal Tax Update (Self-Study) (JSDLBFT4)*Comprehensive update on major recently enacted tax law changes including the Tax Cuts and Jobs Act*Coverage of the emerging flagship item of tax reform, 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*How the Code affects tax planning for individuals and businesses*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 | Add |
| The Best Federal Tax Update Course by Surgent (Self-Study) (JSDLBFTU)*New loss limitation rules applicable to NOLs and the ability to offset income*Reformed child tax credit*Revised home mortgage interest deduction*Treatment of state and local taxes*Repeal of itemized deductions previously subject to 2% AGI floor*Survival of individual AMT with increased exemptions*Reduction to 7.5% floor for medical itemized deductions in 2017 and 2018 only*IRA recharacterization limits*Monumental changes to the treatment of alimony for both payor and payee*Section 1031 like-kind exchanges*Carried interest*New deferral possibility for stock options*Reduction in the corporate tax rate*Corporate AMT repeal*New bonus depreciation rules and expansion of sec 179*Expansion of number of taxpayers able to use the cash method of accounting*30% business interest limitation*New rules on entertainment expenses, including meals*New business credit for wages paid due to family and medical leave*Doubling of estate and gift tax exemption to $22.36M for a married couple*Comprehensive coverage of the emerging flagship item of tax reform, sec 199A and its alteration of pass-through taxation and planning*Relevant state domicile issues which are quickly becoming a new source of practitioner profit*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 | 16 CPE | Add |
| The Best Federal Tax Update Course by Surgent (Self-Study) (JSODBFTU)*New loss limitation rules applicable to NOLs and the ability to offset income*Reformed child tax credit*Revised home mortgage interest deduction*Treatment of state and local taxes*Repeal of itemized deductions previously subject to 2% AGI floor*Survival of individual AMT with increased exemptions*Reduction to 7.5% floor for medical itemized deductions in 2017 and 2018 only*IRA recharacterization limits*Monumental changes to the treatment of alimony for both payor and payee*Section 1031 like-kind exchanges*Carried interest*New deferral possibility for stock options*Reduction in the corporate tax rate*Corporate AMT repeal*New bonus depreciation rules and expansion of sec 179*Expansion of number of taxpayers able to use the cash method of accounting*30% business interest limitation*New rules on entertainment expenses, including meals*New business credit for wages paid due to family and medical leave*Doubling of estate and gift tax exemption to $22.36M for a married couple*Comprehensive coverage of the emerging flagship item of tax reform, sec 199A and its alteration of pass-through taxation and planning*Relevant state domicile issues which are quickly becoming a new source of practitioner profit*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 | Add |
| Surgent's Individual Income Tax Update (Self-Study) (JSDLBIT4)*New loss limitation rules applicable to NOLs and the ability to offset income*Reformed child tax credit*Revised home mortgage interest deduction*Treatment of state and local taxes*Repeal of itemized deductions previously subject to 2% AGI floor*Survival of individual AMT with increased exemptions*Reduction to 7.5% floor for medical itemized deductions in 2017 and 2018 only*IRA recharacterization limits*Monumental changes to the treatment of alimony for both payor and payee*New rules on entertainment expenses, including meals*Coverage of the emerging flagship item of tax reform, 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*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 | Add |
| The Best Individual Income Tax Update Course by Surgent (Self-Study) (JSDLBITU)*New loss limitation rules applicable to NOLs and the ability to offset income*Reformed child tax credit*Revised home mortgage interest deduction*Treatment of state and local taxes*Repeal of itemized deductions previously subject to 2% AGI floor*Survival of individual AMT with increased exemptions*Reduction to 7.5% floor for medical itemized deductions in 2017 and 2018 only*IRA recharacterization limits*Monumental changes to the treatment of alimony for both payor and payee*New rules on entertainment expenses, including meals*Doubling of estate and gift tax exemption to $22.36M for a married couple*Comprehensive coverage of the emerging flagship item of tax reform, 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*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 | Add |
| The Best Individual Income Tax Update Course by Surgent (Self-Study) (JSODBITU)*New loss limitation rules applicable to NOLs and the ability to offset income*Reformed child tax credit*Revised home mortgage interest deduction*Treatment of state and local taxes*Repeal of itemized deductions previously subject to 2% AGI floor*Survival of individual AMT with increased exemptions*Reduction to 7.5% floor for medical itemized deductions in 2017 and 2018 only*IRA recharacterization limits*Monumental changes to the treatment of alimony for both payor and payee*New rules on entertainment expenses, including meals*Doubling of estate and gift tax exemption to $22.36M for a married couple*Comprehensive coverage of the emerging flagship item of tax reform, 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*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 | Add |
| Surgent's Partnerships and LLCs: Avoiding Common Pitfalls Facing Practitioners (Self-Study) (JSDLBTP4)*Don't get caught watching the paint dry*Professional practice and reporting issues for all entities*IRS battles against blind basis*Pernicious precedents in payroll penalties, enforcement activities are hot*So what is next with the Department of Labor*Can I amend prior returns to correct an impermissible accounting method?*LLCs and partnerships: mistakes in allocation of debt, fringe benefits, and unreimbursed expenses; oversight in not taking into account limitations at the entity level; and pension issues*Business issues and the significant tax problems in related party transactions*Eyeing big benefits for small business |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Key Partnership and S Corporation Tax Planning Strategies (Self-Study) (JSDLBTS4)*Relevant changes from The Tax Cuts and Jobs Act of 2017 including the new Section 199A pass-through deduction*Legislative developments*Basis planning: at-risk and passive considerations *Net investment income planning*Related party transactions: making them work *Income splitting and shifting with family*Compensation for pass-through owners |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Key Considerations in Getting the Entity Selection Right (Self-Study) (JSDLCBE4)*How tax reform, proposed and enacted, affects choice of entity*Comparing and contrasting the tax aspects of partnerships with sole proprietorships, S Corporations with partnerships, C Corporations with S Corporations, and partnerships with C Corporations, and limited liability companies with all other entities *Tax considerations in the organization of an enterprise and the pitfalls to avoid *Non-tax considerations *Practical guidelines on what entity structure to use under various circumstances *Impact of the manufacturers' deduction on choice of entity |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Getting the Choice of Entity Right: Tax Law, Strategy and Tactics (Self-Study) (JSDLCBES)*Tax considerations in the organization of an enterprise and the pitfalls to avoid *Non-tax considerations *How income tax rates affect choice of entity *Formation of a sole proprietorship, partnership, LLC, single-member LLC, S Corporation, and C Corporation *Practical guidelines on which entity structure to use under various circumstances and relevant changes in the law *Comparing and contrasting the tax aspects of partnerships with sole proprietorships, S Corporations with partnerships, C Corporations with S Corporations, and partnerships with C Corporations, and limited liability companies with all other entities *Choice of entity in structuring real estate investments or a professional business *Fringe benefits and retirement plans: which entities have special advantages *Liquidations, dissolutions, and dispositions of a business*Case study explores the questions of related corporations*NEW: Tax rates under the 2017 Act, in particular, new Section 199A, which provides a deduction of 20%, in certain instances, to pass throughs such as LLCs and S Corporations |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's Choosing the Right Business Entity Post-Tax Reform (Self-Study) (JSODCETA)*Businesses operating as a C Corporation *Businesses operating as a pass-through entity *Converting to a C Corporation in 2018 *Adopting S Corporation status for 2018 *The impact of the 20% deduction on pass-through entities *Loss limitation provisions under the new tax legislation |
| Self-Study | | Format: On-Demand | 2 CPE | Add |
| Surgent's Microsoft Excel 2016: Creating and Formatting Charts (Self-Study) (JSDLCF16)*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 | Add |
| Surgent's Winning the Fraud Battle in the 21st Century: Prevention and Detection (Self-Study) (JSDLCFVV)*Fraud's cost -- ACFE's Report to the Nations; Ancillary 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 | Add |
| Surgent's Complete Guide to Liquidation of Business Entities (Self-Study) (JSDLCGLB)*Impact of the Tax Cuts and Jobs Act of 2017*The unique planning opportunities and tax traps involved in the liquidation of a business entity *Understanding installment sales and the big hurdles to favorable tax treatment in liquidation *Filing Form 966: it's more important than you think *An analysis of when liquidation is advisable -- now or later? *Strategies to pursue in light of the tax rates on dividends and capital gains *The special problems of liquidating Subchapter S Corporations *Key planning issues and benefits in liquidating partnerships and limited liability companies |
| Self-Study | | Format: Downloadable PDF | 12 CPE | Add |
| Surgent's Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (JSDLCGPT)*Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and 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 | Add |
| Surgent's Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (JSODCGPT)*Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips *Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates *Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding *Statutory employees, independent contractors, and possible changes to Section 530 relief *Penalties -- Who is a responsible person? *Moving expenses and gross-up calculations *Form 941 issues and problems, such as disability benefits, tip income, and deceased employees *Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions *The Electronic Federal Tax Payment System (EFTPS) *Forms I-9, W-9, W-2, 1099, SS-8, and Form 940 |
| Self-Study | | Format: On-Demand | 8 CPE | Add |
| Surgent's Five Critical Issues That A&A Public Accountants Will Need to Face This Year (Self-Study) (JSDLCIA4)*Accounting standards update: High-level rundown of major standards changes effective this year with a focus on practical implications*Cybersecurity and ID theft update: What all CPAs should know about the current threats and scams to keep their personal, firm, and client data secure*Millennials in the workforce*Metrics used to measure and manage CPA firm success*Avoiding professional liability risk on attest and nonattest services |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis (Self-Study) (JSDLCMT4)*An introduction to special purpose 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 SMEs(TM) |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Self-Study) (JSDLCOM4)*Relevant sections of SSARS No. 21, Clarification and 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 | Add |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Self-Study) (JSODCOM4)*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 | Add |
| Surgent's Construction Contractors: Critical Accounting, Auditing and Tax Issues in Today's Environment (Self-Study) (JSDLCONS)*Overall landscape of the construction industry *GAAP and recent changes affecting the construction industry *The new Revenue Recognition Standard and its impact on the construction 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 ASU and its impact on the construction industry |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's Key COSO Concepts: Managing Risk to Achieve Your Business Objectives (Self-Study) (JSDLCOS4)*Important elements of the 2013 COSO guidance and how they can be applied to manage threats to an entity's ability to achieve its objectives *Key components of internal control per the COSO Internal Control - Integrated Framework, and the significant role each plays in the design and operating effectiveness of internal control over reliable financial reporting *Evaluating design and implementation of an entity's design on internal controls, including impact on risk of material misstatement in financial statements *Testing controls for operating effectiveness, including determining sufficiency and appropriateness of the nature, timing, and extent of control testing procedures *Special considerations when using outside service organizations *Key concepts of the Enterprise Risk Management that expands on internal control, providing a more robust and extensive focus of broader risk management |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Key COSO Concepts: Managing Risk to Achieve Your Business Objectives (Self-Study) (JSODCOS4)*Important elements of the 2013 COSO guidance and how they can be applied to manage threats to an entity's ability to achieve its objectives *Key components of internal control per the COSO Internal Control - Integrated Framework, and the significant role each plays in the design and operating effectiveness of internal control over reliable financial reporting *Evaluating design and implementation of an entity's design on internal controls, including impact on risk of material misstatement in financial statements *Testing controls for operating effectiveness, including determining sufficiency and appropriateness of the nature, timing, and extent of control testing procedures *Special considerations when using outside service organizations *Key concepts of the Enterprise Risk Management that expands on internal control, providing a more robust and extensive focus of broader risk management |
| Self-Study | | Format: On-Demand | 4 CPE | Add |
| Surgent's Internal Controls That Matter: Managing Risk With the Updated COSO Framework (Self-Study) (JSDLCOSF)*The evolution of internal controls theory and practice, including emerging guidance specific to smaller entities*Key components of internal control per the COSO Integrated Framework, and the significant role each plays in reliable financial reporting*Key concepts of the COSO Enterprise Risk Management Framework that expands on internal control, providing a more robust and extensive focus of broader risk management and alignment of strategy and enterprise-wide risk management*The critical role of information technology (IT) controls in reliable financial reporting, including both general and application controls, and the latest on the AICPA Cybersecurity Risk Management Framework*Evaluating the design and implementation of an entity's design on internal controls, focusing on smaller businesses, and the resulting impact on risk of material misstatement in financial statements*Testing controls for operating effectiveness and determining the appropriateness of the nature, timing, and extent of control testing*Considerations related to the use of outside service organizations*Differentiating an auditor's responsibilities under various professional and regulatory standards*The financial statement auditor's responsibility for evaluating and communicating deficiencies in internal controls over reliable financial reporting |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Self-Study) (JSODCRAU)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review 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 | Add |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Self-Study) (JSDLCRAU)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review 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 | Add |
| Surgent's Compilation and Review Overview (Self-Study) (JSDLCROV)*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 | Add |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Self-Study) (JSDLCRU4)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review 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 | Add |
| Surgent's Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (Self-Study) (JSODCSSB)*How to determine S Corporation shareholder stock and loan basis *The positive and negative basis adjustments S Corporation shareholders make--and the order in which they are made *The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses *Shareholder loan basis rules |
| Self-Study | | Format: On-Demand | 2 CPE | Add |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Self-Study) (JSDLCST4)*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 ASU and its impact on the construction industry |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Self-Study) (JSODCST4)*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 ASU and its impact on the construction industry |
| Self-Study | | Format: On-Demand | 4 CPE | Add |
| Surgent's New Depreciation Rules for Bonus and Section 179 Expensing After Tax Reform (Self-Study) (JSODDRBE)*Section 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 | Add |
| Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (JSDLDRF4)*Fraud's cost: ACFE's Report to the Nations; Ancillary costs *Current economy: Microeconomics; Analyses *COSO's Internal Control Framework: Principle #1 - Integrity/Ethics; Principle #8 - Fraud Risk Assessment *Power of morale: Shrink the fraud triangle; Motivation *Why good folks go bad: What studies indicate; Five interesting findings; Red flags |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (JSODDRF4)*Fraud's cost: ACFE's Report to the Nations; Ancillary costs *Current economy: Microeconomics; Analyses *COSO's Internal Control Framework: Principle #1 - Integrity/Ethics; Principle #8 - Fraud Risk Assessment *Power of morale: Shrink the fraud triangle; Motivation *Why good folks go bad: What studies indicate; Five interesting findings; Red flags |
| Self-Study | | Format: On-Demand | 4 CPE | Add |
| Surgent's Properly Evaluating the Design and Operating Effectiveness of Internal Controls (Self-Study) (JSDLEDIC)* Documenting an understanding of the design of internal control, including both entity-level and transactional-level internal controls * Identifying and evaluating key controls that significantly prevent or detect and correct risks of material misstatement due to fraud or error in a timely manner during the course of normal operations * Appropriately verifying that key controls have been implemented * IT control considerations, including general and application controls *Service Organization Control Report special considerations * Obtaining sufficient and appropriate of the operating effectiveness of internal controls for a control reliance strategy, when necessary or desirable * Impact of a control reliance strategy on the nature, timing and extent of substantive audit procedures * Comparing and contrasting the purpose and requirements related to tests of controls and tests of compliance in a Single Audit |
| Self-Study | | Format: Downloadable PDF | 2 CPE | Add |
| Surgent's Ethics for Tax Professionals (Self-Study) (JSODEFTP)*What does practicing before the IRS mean?*Who may practice before the IRS? *What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? *May a tax preparer rely on the work of other tax return preparers? *May a tax preparer rely on and use client provided information? *Standards associated with giving advice to clients*Abolishment of the disclaimer requirement |
| Self-Study | | Format: On-Demand | 2 CPE / 2 Ethics | Add |
| Surgent's Food, Beverage and Entertainment Expensing After Tax Reform (Self-Study) (JSODELEX)*New rules relating to the deductibility of activities considered entertainment, amusement, or recreation, membership dues/professional dues*Deductibility of food and beverage expenses*Qualified transportation expenses*Deduction for facilities expenses |
| Self-Study | | Format: On-Demand | 2 CPE | Add |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Self-Study) (JSODEMIC)*The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor *How disgruntled independent contractors can use IRS Form 8919 against a former employer *When and how to use Section 530 as a defense in worker classification audits *What is "industry practice" for Section 530 purposes *Common sense steps that will avoid characterization of workers treated as independent contractors as employees *The IRS's Voluntary Classification Settlement Program—advantages and disadvantages |
| Self-Study | | Format: On-Demand | 2 CPE | Add |
| Surgent's The Essential Course for Preparing Not-for-Profit Financial Statements Under ASU No. 2016-14 (Self-Study) (JSDLENFP)*Changes in the reporting of net assets and how they will play out in the statement of financial position and the statement of activities*How the reporting of functional and natural expense information is changing*The new requirements related to providing liquidity 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*Developing issues related to revenue recognition and leases |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's The Essential Course for Preparing Not-for-Profit Financial Statements Under ASU No. 2016-14 (Self-Study) (JSODENFP)*Changes in the reporting of net assets and how they will play out in the statement of financial position and the statement of activities*How the reporting of functional and natural expense information is changing*The new requirements related to providing liquidity 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*Developing issues related to revenue recognition and leases |
| Self-Study | | Format: On-Demand | 8 CPE | Add |
| Surgent's Microsoft Excel 2016: Getting Started (Self-Study) (JSDLEX16)*Describe the Excel application and explain how it is used*Start Excel, describe the Start screen, and create a new workbook*Describe Excel window elements*Open an existing workbook*Navigate in a worksheet*Select in a worksheet*Change Excel options*Access Excel help and use Key Tips*Close a workbook and close Excel*Save a workbook*Insert, reposition, select, delete and rename worksheets*Enter, edit and format cell contents*Create formulas*Use functions*Apply Accounting and Percent Style formatting*Use Flash Fill for data entry*Show and hide worksheet elements*Undo and redo an action*Work in Normal view, Page Layout view and Page Break Preview*Set page setup options, preview, and print a worksheet |
| Self-Study | | Format: Downloadable PDF | 6 CPE | Add |
| Surgent's Microsoft Excel 365 and Excel 2019: Getting Started with Excel (Self-Study) (JSDLEX19)*Lesson 1: identify ways to start Excel, recognize Excel Start screen elements including the Blank Workbook template, recognize Excel window elements, select Backstage view to open an existing workbook, identify worksheet navigation methods, select worksheet cells, rows, and columns, identify and select Excel user preferences, identify ways to get help in Excel, select methods to save and close a workbook, select methods to create a new workbook, select methods to close one or more workbooks, and select methods to close 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 | Add |
| Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (JSDLEXI4)*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 | Add |
| Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (JSODEXI4)*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 | Add |
| Surgent's Hot IRS Tax Examination Issues for Individuals and Businesses (Self-Study) (JSDLEXIB)*Prepare now and protect yourself from new audit examinations from the Net Investment Income Tax *Schedule C and cash basis audit issues -- the IRS has gotten very tough *Vehicles, meals, and entertainment, and fringe benefit 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 | Add |
| Surgent's Ethical Considerations In Your Tax Practice (Self-Study) (JSDLEXT4)* Who is a tax practitioner* What responsibilities does the Office of Professional Responsibility regulate* What limitations does the IRS place on fee arrangements* What duties does the practitioner have with respect to client records* What is a covered tax opinion* Under what circumstances does a legend protect a practitioner from a covered opinion* What limitations apply with respect to a written tax opinion* What sanctions may be applied for violations of Service imposed standards of conduct* Who is a tax return preparer* Who must be registered as a tax return preparer* What are the latest administrative regulations applicable to a tax return preparer* What are the education requirements* What is the difference between more-likely-than-not, substantial authority, realistic possibility, reasonable basis and a non-frivolous position* What Internal Revenue Code penalty provisions associated with positions taken an income tax return apply to taxpayers* What Internal Revenue Code penalty provisions associated with positions taken an income tax return apply to tax return preparers* What ethical considerations come into play under Circular 230 in connection with the conduct of a tax practitioner in connection with positions taken on an income tax return |
| Self-Study | | Format: Downloadable PDF | 4 CPE / 4 Ethics | Add |
| Surgent's Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (Self-Study) (JSDLFANG)*The current GAAS requirements related to fraud found in AU Section 240, Consideration of Fraud in a Financial Statement 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 | Add |
| Surgent's Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (Self-Study) (JSODFANG)*The current GAAS requirements related to fraud found in AU Section 240, Consideration of Fraud in a Financial Statement 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 | Add |
| Surgent's FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide (Self-Study) (JSDLFAUR)*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 | Add |
| Surgent's Microsoft Excel 2016: Working with Formulas and Functions (Self-Study) (JSDLFF16)*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 | Add |
| Surgent's Proven Controls to Steer You Clear of Fraud (Self-Study) (JSDLFFC4)*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 | Add |
| Surgent's Statement of Cash Flows: Preparation Guidance and Presentation Illustrations (Self-Study) (JSDLFLO4)*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 | Add |
| Surgent's Recent Frauds Occurring in Not-for-Profit Entities and Governments (Self-Study) (JSDLFNG4)*Recent frauds that occurred in not-for-profit entities involving: the theft of cash; falsified billings; improper use of credit cards; the redirection of cash and non-cash contributions; conversion of assets; the redirection of benefits; grant related fraud; and travel and expense reporting fraud *Recent frauds that occurred in governments involving: falsified applications for benefits; payroll fraud; vendor fraud; kickbacks; workers compensation and risk management frauds; purchase card abuse; providing government services for personal benefit; misappropriation of utility payments; and theft of assets *Tools for fraud prevention and detection |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Understanding the Foreign Account Tax Compliance Act (Self-Study) (JSODFOR1)*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 an 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*Form 8938 and Offshore Voluntary Disclosure Program*Foreign Institutional reporting under FATCA |
| Self-Study | | Format: On-Demand | 2 CPE | Add |
| Surgent's Report of Foreign Bank and Financial Accounts (Self-Study) (JSODFOR2)*New filing date for FinCen Form 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 | Add |
| Surgent's Revenue Recognition, Leases and Financial Instruments: The FASB's "Big Three" (Self-Study) (JSDLFSBT)*The FASB's comprehensive new revenue recognition standard, Topic 606, Revenue from Contracts with Customers, and recent updates to the 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 | Add |
| Surgent's FASB Update: New and Recent Accounting Standards Updates (Self-Study) (JSDLFUPD)*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 | Add |
| Surgent's Annual FASB Update and Review (Self-Study) (JSDLFUR4)*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 | Add |
| Surgent's Recently Issued U.S. GAAP: What Small and Mid-Size Nonpublic Entity CPAs Need to Know and Do Now, Not Later (Self-Study) (JSODGAAP)*Private Company Council (PCC) influenced U.S. GAAP alternatives, such as common control leasing arrangements, interest rate swaps and goodwill*What nonpublic reporting entities need to do now related to ASU 2014-09 Revenue Recognition*The impact of the new ASU 2016-02 Leases, and whether there is anything entities need to do now to prepare for implementation*Highlights of other ASUs with open effective dates for nonpublic business entities that have the greatest likelihood of changing the financial statements of smaller entities*Significant pending FASB activity related to smaller private businesses |
| Self-Study | | Format: On-Demand | 2 CPE | Add |
| Surgent's How to Do a GAAS Audit (Self-Study) (JSDLGAAS)*How today's GAAS is organized into seven facets of an audit (i.e., general principles and responsibilities; risk assessment and response to assessed risks; audit evidence; using the work of others; audit conclusions and reporting; special considerations; and special considerations in the United States)*Key terminology used in the audit 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 | Add |
| Surgent's How to Do a GAAS Audit (Self-Study) (JSODGAAS)*How today's GAAS is organized into seven facets of an audit (i.e., general principles and responsibilities; risk assessment and response to assessed risks; audit evidence; using the work of others; audit conclusions and reporting; special considerations; and special considerations in the United States)*Key terminology used in the audit 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 | Add |
| Surgent's Latest Developments in Government and Nonprofit Auditing (Self-Study) (JSDLGAU4)*The key changes and challenges contained in the revised Yellow Book *Developing issues related to performing single audits under the OMB's Uniform Guidance for Federal Awards *Key AICPA developments affecting audits of governments and nonprofits and a special look at the role AU-C section 230, Audit Documentation, plays in governmental and nonprofit audits |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Self-Study) (JSDLGCA4)*Pricing and costing 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 | Add |
| Surgent's Latest Developments in Government and Nonprofit Accounting (Self-Study) (JSDLGNA4)*Prepare for the implementation of the new FASB ASU on nonprofit financial reporting (i.e., ASU No. 2016-14) while also developing a deeper understanding of the effects that the FASB ASUs on leases (i.e., ASU No. 2016-02) and revenue recognition (i.e., ASU No. 2014-09) will have on nonprofits in the years to come*Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (JSDLGNAA)*The key changes and challenges contained in the revised Yellow Book*Developing issues related to performing single audits under the OMB's Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of governments and nonprofits and a special look at the role AU-C section 230, Audit Documentation, plays in governmental and nonprofit audits*Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions*Preparing for the implementation of the new FASB ASU on nonprofit financial reporting (i.e., ASU No. 2016-14) while also developing a deeper understanding of the effects that the FASB ASUs on leases (i.e., ASU No. 2016-02) and revenue recognition (i.e., ASU No. 2014-09) will have on nonprofits in the years to come |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (JSODGNAA)*The key changes and challenges contained in the revised Yellow Book*Developing issues related to performing single audits under the OMB's Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of governments and nonprofits and a special look at the role AU-C section 230, Audit Documentation, plays in governmental and nonprofit audits*Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions*Preparing for the implementation of the new FASB ASU on nonprofit financial reporting (i.e., ASU No. 2016-14) while also developing a deeper understanding of the effects that the FASB ASUs on leases (i.e., ASU No. 2016-02) and revenue recognition (i.e., ASU No. 2014-09) will have on nonprofits in the years to come |
| Self-Study | | Format: On-Demand | 8 CPE | Add |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (JSDLGPT4)*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 | Add |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (JSODGPT4)*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 | Add |
| Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Self-Study) (JSDLGSM4)*Financial statement disclosures for small and medium-sized 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 | Add |
| Surgent's Latest Developments in Governmental Accounting and Auditing (Self-Study) (JSDLGVAA)*The key changes and challenges contained in the revised Yellow Book*Developing issues related to performing single audits under the OMB's Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of governments and a special look at the role AU-C section 230, Audit Documentation, plays in governmental audits*Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's From Hiring to Firing and Everything In Between: Health Care, Retirement and Fringe Benefit Tax Issues (Self-Study) (JSDLHCR4)*ERISA compliance: employee welfare plans and qualified plans *Fringe benefit issues: COBRA, Family and Medical Leave Act, and what is new in health care *Health care plans: HRAs, HSAs, and other employer-sponsored plans *Preparing for the mandate on employers and responding to the mandate on employees with respect to health care insurance *Qualified plan requirements: eligibility, coverage, and vesting |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's From Hiring to Firing and Everything In Between: Legal and Payroll Tax Issues (Self-Study) (JSDLHFE4)*Hiring and firing issues: what questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee; and much 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*Statutory employees, independent contractors, and possible changes to Section 530 relief |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLCs (Self-Study) (JSDLHMB4)*Applicable coverage of any basis considerations within the Tax Cuts and Jobs Act, or other recent tax legislation enacted before the presentation*Discuss a proposal for a yet to be developed new tax form, which calculates basis, designed to be attached to individual returns*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 | Add |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Self-Study) (JSDLHMBI)*Applicable coverage of any basis considerations within the Tax Cuts and Jobs Act, or other recent tax legislation enacted before the presentation*Discuss a proposal for a yet to be developed new tax form, which calculates basis, designed to be attached to 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 qualified and joint tenancy property*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 | Add |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Self-Study) (JSODHMBI)*Applicable coverage of any basis considerations within the Tax Cuts and Jobs Act, or other recent tax legislation enacted before the presentation*Discuss a proposal for a yet to be developed new tax form, which calculates basis, designed to be attached to 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 qualified and joint tenancy property*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 | Add |
| Surgent's Tax Aspects of Home Offices and Vacation Homes (Self-Study) (JSDLHOVH)*Mixed use of a residence: how deductions are limited in rental 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 | Add |
| Surgent's How to Settle an Estate: An Overview (Self-Study) (JSDLHSEO)*Process of estate administration, including the basics of creating the estate, the role of the executor, and how to probate a 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 | Add |
| Surgent's From Hiring to Firing and Everything In Between: Legal, Tax and Health Care Issues (Self-Study) (JSDLHTOF)*Hiring and firing issues -- What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more *Employment contracts -- An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work *Employment issues in the economy -- Telecommuters and other special situations *Legal liability issues -- Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more *Fringe benefit issues -- COBRA, Family and Medical Leave Act, and what is new in health care *Medical plans: who is a full-time employee? |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's Properly Identifying, Evaluating and Documenting Results of Presumed Risk Assessment Audit Procedures (Self-Study) (JSDLIEDC)*What to document in gaining an understanding of the audited entity and its environment, and how it relates to identifying areas of higher risk of material misstatement due to fraud or error*How materiality and tolerable misstatement are not just rote calculations, but important and key decisions that establish a framework for important audit conclusions*Why preliminary analytic review assists the auditor in identifying significant accounts, classes of transactions and disclosures, as well as higher inherent risks of what could go wrong in the clients financial statements due to material fraud or error*How to identify significant accounts, classes or transactions and disclosures, and what that means in relation to required or presumed risk assessment procedures*Understanding the underlying intent of each of the primary components of audit risk, and key considerations in properly assessing and documenting the basis for those conclusions*How to synthesize information gathered through risk assessment procedures to document a clear and concise summary of risks of material misstatement due to either fraud or error*What differentiates significant risks requiring special audit consideration from other types of risks of material misstatement, and the impact on the nature, timing and extent of further audit procedures |
| Self-Study | | Format: Downloadable PDF | 2 CPE | Add |
| Surgent's This Year's Top Tax and Financial Planning Ideas (Self-Study) (JSDLIEF4)*An update on income tax and estate-planning ideas, including any recent 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 | Add |
| Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (Self-Study) (JSDLIFB4)*Sales/income plan *Intermediate planning *Technology plan *Capital equipment planning *One-year operating plan *Monthly planning *Cash plan *Risk plan |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Individual and Financial Planning Tax Camp (Self-Study) (JSDLIFCP)*Understanding the environment: what's new, what's expired or expiring, and what's likely to 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, selection of investments*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*Prioritizing allocations among investment, retirement, and college funding vehicles*What to do about itemized deductions*Trans-generational planning: conversions, income and gain-splitting*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 | Add |
| Surgent's Individual and Financial Planning Tax Camp (Self-Study) (JSODIFCP)*Understanding the environment: what's new, what's expired or expiring, and what's likely to 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, selection of investments*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*Prioritizing allocations among investment, retirement, and college funding vehicles*What to do about itemized deductions*Trans-generational planning: conversions, income and gain-splitting*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 | Add |
| Surgent's Individual Income Tax Return Mistakes and How to Fix Them (Self-Study) (JSDLINB4)*Individual income tax cases regarding income, adjustments, itemized deductions and dependency *Don't get caught watching the paint dry, the IRS "Future State" Initiative*How many Schedule A filers after TCJA*When "gifts" can be taxable*Why are manhole covers round?*Does aggregating passive activities also aggregate "At-Risk"?*Hazy situation, two seemingly similar cases, yet one results in ordinary tax treatment, the other capital treatment (Heads they win, tails we lose)*Chained CPI Index and Social Security - Is the horse within the gates?*When a "rollover" is not a rollover, the Claim of Right Doctrine*What are the risks with non-traditional IRA investments*The last word in alimony is not always the best word*Failing alimony's same household requirement*Failure to report income witnessed by 20 million people*Form 8938 for reporting foreign financial assets and updated rules. How much trouble results in not filing a FinCEN Form 114?*The future of Social Security |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning (Self-Study) (JSDLINBB)*Individual income tax cases regarding income, adjustments, passive activities, and itemized deductions*Don't get caught watching the paint dry, the IRS "Future State" Initiative*Does aggregating passive activities also aggregate "At-Risk"?*When "gifts" can be taxable*How many Schedule A filers after TCJA?*Why are manhole covers round?*Chained CPI Index and Social Security -- Is the Horse within the Gates?*Hazy situation, two seemingly similar cases, yet one results in ordinary tax treatment, the other capital treatment (Heads they win, tails we lose)*When a "rollover" is not a rollover, the Claim of Right Doctrine*What are the risks with non-traditional IRA investments*I want to protect my identity, but I also need to protect my PTIN*Failing alimony's requirements and the last word is not always the best word*Failing to understand the limits on 401(k) loans*Passive income and the self-charged rent rules*Meal allowances for police or fire workers on 24-hour shifts*Itemized deduction over aggressiveness*Estimated taxes, the big penalties, and planning*Financial planning: Ignoring the future of Social Security; miscues in rollovers & retirement plan distributions; the bad, the good, and the ugly of early retirement SEPPs*Things professionals do not like to hear! |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's 2018 Tax Update (Self-Study) (JSDLIRSU)*Reduction in individual and corporate tax rates*Taxation of pass-through entities*Deduction of home mortgage interest*State and local tax deductions*New alimony rules*Repeal of the ACA individual mandate*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*New depreciation rules and Section 179 expensing*Business interest*Modification of NOL rules*New credit for employer-paid family and medical leave |
| Self-Study | | Format: Downloadable PDF | 3 CPE | Add |
| Surgent's Individual Tax Planning Ideas (Self-Study) (JSDLITP4)*Review of pertinent changes from tax 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 | Add |
| Surgent's Lease Accounting: A Whole New Ballgame (Self-Study) (JSDLLEAS)*Leases (Topic 842) *Overall lease accounting guidance *Lessor Accounting 101 *Lessee Accounting 101*Detailed review of accounting by lessees*Sale and leaseback transactions*Transition guidance*Recently proposed and released ASUs impacting Topic 842 |
| Self-Study | | Format: Downloadable PDF | 2 CPE | Add |
| Surgent's Top 10 Tax Issues in Dealing with LLCs and Partnerships (Self-Study) (JSDLLP10)*Self-employment tax issues: what you can and cannot 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*Special allocations: flexibility and complexity*Distributions: cash and property, built-in gain or loss*Retirement plan issues: planning options*Basis step-ups: the basic issues *Hot assets: beware of this complicated tax issue *Summary of important provisions of the new tax act |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's Challenges in Implementing Topic 606 for Entities with Long-Term Construction Projects (Self-Study) (JSDLLTC4)*Topic 606's five-step revenue recognition 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 | Add |
| Surgent's Challenges in Implementing Topic 606 for Entities with Long-Term Construction Projects (Self-Study) (JSODLTC4)*Topic 606's five-step revenue recognition 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 | Add |
| Surgent's Introduction to Mergers and Reorganizations (Self-Study) (JSDLMERG)*Sale of corporate assets and allocation of purchase price, including a case study *More on allocations of personal goodwill, covenants not to compete, consulting agreements and intangible property *The issues in the purchase of C Corporation stock *Tax free acquisitions and reorganizations with helpful charts and cases *Special issues of S Corporation transactions *A whole chapter devoted to the complexities of 338 elections and 338(h)(10) *Limits on using NOLs |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's Mastering the Fundamentals of Estate and Gift Tax Planning (Self-Study) (JSDLMFEP)*Up-to-the-minute analysis of legislative changes, and planning in light of the changes*Complete Code section analysis of the federal estate and gift tax*Marital deduction planning -- Second spouse, QTIP trusts, QDOT trusts, power of appointment trusts, and more*Credit shelter trusts and the applicable credit amount*Uses and techniques of life insurance*Tools and techniques in gifting to minors, spouses, and other family members, including uniform transfers (or gifts) to minors' accounts, education trusts, Section Section 2503(b) and (c) trusts, and more*Reducing taxes by charitable giving, special credits, and estate freezing techniques*Use of irrevocable and revocable trusts and other will substitutes*Impact of increasing applicable exclusion amount*Portability - Use of deceased spouse unused exclusion amount ("DSUEA")*Regs on Estate Basis Reporting |
| Self-Study | | Format: Downloadable PDF | 10 CPE | Add |
| Surgent's Navigating Your Client Through the IRS Appeals Process (Self-Study) (JSODNAV4)*Requesting a meeting or phone conference with the examiner's supervisor * Requesting review of the examiner's decision by a local appeals office * Small case requests when tax, penalties, and interest for each period are $25,000 or less * Writing and filing a Formal Protest, including required information * Alternative Dispute Resolution options available to clients * Negotiation and time limitations |
| Self-Study | | Format: On-Demand | 4 CPE | Add |
| Surgent's Navigating Your Client Through the IRS Appeals Process (Self-Study) (JSDLNAV4)*Requesting a meeting or phone conference with the examiner's supervisor*Requesting review of the examiner's decision by a local appeals office*Small case requests when tax, penalties, and interest for each period are $25,000 or less*Writing and filing a Formal Protest, including required information*Alternative Dispute Resolution options available to clients*Negotiation and time limitations |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Examining the New Lease Accounting Standard: More Than Meets the Eye (Self-Study) (JSDLNLS4)*ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting 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 |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Examining the New Lease Accounting Standard: More Than Meets the Eye (Self-Study) (JSODNLS4)*ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting 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 |
| Self-Study | | Format: On-Demand | 4 CPE | Add |
| Surgent's Latest Developments in Nonprofit Accounting and Auditing (Self-Study) (JSDLNPAA)*The key changes and challenges contained in the revised Yellow Book*Developing issues related to performing single audits under the OMB's Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of nonprofits and a special look at the role AU-C section 230, Audit Documentation, plays in nonprofit audits*Prepare for the implementation of the new FASB ASU on nonprofit financial reporting (i.e., ASU No. 2016-14) while also developing a deeper understanding of the effects that the FASB ASUs on leases (i.e., ASU No. 2016-02) and revenue recognition (i.e., ASU No. 2014-09) will have on nonprofits in the years to come |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's Implementing Topic 606: Tackling the Tough Issues in Adopting the New Revenue Recognition Standard (Self-Study) (JSDLNRRS)*ASC Topic 606, Revenue from Contracts with 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 | Add |
| Surgent's Implementing Topic 606: Tackling the Tough Issues in Adopting the New Revenue Recognition Standard (Self-Study) (JSODNRRS)*ASC Topic 606, Revenue from Contracts with 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 | Add |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (JSDLPCTR)*Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed 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 | Add |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (JSODPCTR)*Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed 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 | Add |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (JSDLPITR)*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Section 199A qualified business income, its calculation, limitations, and examples*Malodorous Form 8867 -- Changes again this year!*Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.*Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues*Self-employed person issues*Schedule C deductions including depreciation*Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains*A working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms*Itemized deductions -- A thorough understanding of what's deductible and what's not*Interest deductions -- Limitations and timing problems*Retirement contributions and education credits and deductions*Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits*Individual problems illustrated by form preparation for various items, with numerous "practice tips"*Impact of recent legislation and forms changes on the 1040 |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (JSODPITR)*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Section 199A qualified business income, its calculation, limitations, and examples*Malodorous Form 8867 -- Changes again this year!*Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. *Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues*Self-employed person issues*Schedule C deductions including depreciation*Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains*A working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms *Itemized deductions -- A thorough understanding of what's deductible and what's not *Interest deductions -- Limitations and timing problems *Retirement contributions and education credits and deductions *Tax computation -- The Kiddie Tax, AMT, regular tax, tax credits *Individual problems illustrating form preparation for various items, with numerous "practice tips" *Impact of recent legislation and forms changes on the 1040 |
| Self-Study | | Format: On-Demand | 8 CPE | Add |
| Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Self-Study) (JSODPLF4)*Differences between planning and 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 |
| Self-Study | | Format: On-Demand | 4 CPE | Add |
| Surgent's CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting and Budgeting (Self-Study) (JSDLPLFB)*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 |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Self-Study) (JSDLPLTI)*Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Section 199A qualified business income, its calculation, limitations, and examples*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 | Add |
| Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (JSDLPMI4)*More than 20 documents that clients should have that are neither a will nor a trust*Provisions you need in a will*Trusts and other arrangements for children *Durable powers of attorney for healthcare and for financial matters *Asset protection strategies*Developments relative to estate tax changes |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (JSDLPMIC)*More than 20 documents that should be reviewed that are neither a will nor trust *Applicable rates, and tactics that may be used to minimize them *Reducing the impact of ancillary administration *Provisions you need in a will *When a trust is needed for children *Durable powers of attorney, for financial matters and for healthcare *Asset protection strategies: upsides and downsides *Management of insurance: umbrella liability, disability, and life *Dealing with marriage and divorce *Titling assets effectively *Avoiding the loss of capital and passive losses at death *Elder care planning*The latest information on the 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 | Add |
| Surgent's Microsoft PowerPoint 2016: Getting Started (Self-Study) (JSDLPP16)*Identify elements of the PowerPoint Start screen; select a template to create a new 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 | Add |
| Surgent's Microsoft Excel 2016: Working with PivotTables and PivotCharts (Self-Study) (JSDLPV16)*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 | Add |
| Surgent's The 2018 Yellow Book Revision (Self-Study) (JSDLQUA4)*Critical concepts related to applying the new Yellow Book including when the standards are applicable; the types of engagements involved; the relationship between the Yellow Book and other standards; and the importance of stating compliance with the Yellow Book in 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 | Add |
| Surgent's The 2018 Yellow Book Revision (Self-Study) (JSODQUA4)*Critical concepts related to applying the new Yellow Book including when the standards are applicable; the types of engagements involved; the relationship between the Yellow Book and other standards; and the importance of stating compliance with the Yellow Book in 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 | Add |
| Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (JSDLRET4)*Syndications and other forms of ownership*Depreciation and recapture*Land development*Passive activity losses*Like-kind exchanges |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (JSODRET4)*Syndications and other forms of ownership*Depreciation and recapture*Land development*Passive activity losses*Like-kind exchanges |
| Self-Study | | Format: On-Demand | 4 CPE | Add |
| Surgent's Real Estate Tax Boot Camp (Self-Study) (JSDLRETC)*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 | Add |
| Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (JSODREV4)*Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 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 | Add |
| Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (JSDLREV4)*Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 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 | Add |
| Surgent's Reducing Your Business Owner Clients' Exposure to Social Security and Self-Employment Taxes (Self-Study) (JSODREXE)*Section 1402(a)(1) exclusions from the definition of self-employment 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 | Add |
| Surgent's Section 199A NEW Developments: What You Need to Know to Prepare 2018 Tax Returns in Light of IRS Final Regulations (Self-Study) (JSODS19U)*When is a rental activity a trade or business?*How to calculate the Section 199A deduction*Definitions that apply for purposes of the Section 199A deduction*New insights into the definition of a specified service trade or business*Sec. 199A rules for owners of pass-through entities*Requirements for aggregation of separate trades or businesses |
| Self-Study | | Format: On-Demand | 4 CPE | Add |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Self-Study) (JSODS754)*How and why a partnership makes a 754 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*Automatic built-in loss provisions -- including an important change brought about by the Tax Cuts and Jobs Act of 2017 |
| Self-Study | | Format: On-Demand | 2 CPE | Add |
| Surgent's Advanced Concepts in SSARS and Nonattest Services (Self-Study) (JSDLSAR4)*Complete coverage of SSARS No. 21-24 related to Preparation of Financial Statements, Compilations and Reviews*Identifying and safeguarding independence threats for issuing attest reports*Defining the varying levels of responsibility for accountants providing non-audit services*Performing compilations and reviews effectively and efficiently, including developing proper advance expectations for review analytical procedures*Properly considering going concern, subsequent events, and other disclosure matters*Common issues related to peer reviews, including recurring reporting problems |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Share-Based Payments: Understanding the Nuances of ASC Topic 718 (Self-Study) (JSDLSBC4)*Common types of share-based payment compensation 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 | Add |
| Surgent's S Corporation Taxation: Advanced Issues (Self-Study) (JSDLSCA4)*Detailed rules governing basis in the shareholder's debt and stock *AAA *Built-in gains incurred from the sale of assets *Redemptions and liquidations *Compensation planning for shareholders |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Self-Study) (JSDLSCTI)*Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Section 199A qualified business income, its calculation, limitations, and examples*The Light Brigade failed due to poor instructions; let's follow the right path in basis calculations*Current private letter rulings reveal the failure in one or more S Corporation eligibility requirements inadvertently terminating S Corporations today*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?*The $100/day penalty final rule applicable to S Corporations*Congressional Budget Office is next in line suggesting 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 | Add |
| Surgent's How to Settle a Client's Estate (Self-Study) (JSDLSEAZ)*Issues involved when settling an estate -- marshaling of assets, payment of creditors, & distribution and accounting to 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 required*Administration of revocable trusts*Estate basis reporting |
| Self-Study | | Format: Downloadable PDF | 10 CPE | Add |
| Surgent's Selected Issues in Preparation of 1040 Individual Income Tax Returns (Self-Study) (JSDLSIPI)*Preparation of various Form 1040 individual tax returns and schedules; provided answers include 'filled-in' forms* How the Affordable Care Act affects tax returns* Self-employed person issues including Schedule C deductions and detailed case* Depreciation deductions including Section 179, bonus depreciation and MACRS deductions* Sale of depreciable assets used in a trade or business* How to handle rental property and how the passive loss rules flow to the tax forms* IRA contributions and distributions* Distributions from qualified retirement plans, pensions, and annuities* Retirement contributions and education credits and deductions* Tax computations including the Alternative Minimum Tax* Individual problems illustrating form preparation for various items* Impact of recent legislation and forms changes on the 1040 |
| Self-Study | | Format: Downloadable PDF | 10 CPE | Add |
| Surgent's Individual Income Tax School (Self-Study) (JSDLSITS)*Effects of recent legislation, including the Qualified Business Income 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 | Add |
| Surgent's Accounting, Audit and Attest Update for Practitioners with Small-Business Clients (Self-Study) (JSDLSMBP)*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 | Add |
| Surgent's Small-Business Accounting, Audit, and Attest Update (Self-Study) (JSDLSMP4)*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 | Add |
| Surgent's Strategies for Maximizing Social Security Benefits (Self-Study) (JSODSPMB)*When is a person eligible to take Social Security benefits?*Selecting the most advantageous option for taking Social Security benefits *Is there a best age to start taking Social Security benefits? *How to maximize Social Security benefit payments to surviving spouses *How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? *How minor children can collect Social Security benefits based on the work record of an older parent |
| Self-Study | | Format: On-Demand | 2 CPE | Add |
| Surgent's Advanced Concepts in SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Self-Study) (JSDLSS21)*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 | Add |
| Surgent's Advanced Concepts in SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Self-Study) (JSODSS21)*Navigating the impact of SSARS Nos. 21- 24 without risking noncompliance with professional and ethical 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 | Add |
| Surgent's Successfully Navigating the Impacts of SSARS No. 21-23 (Self-Study) (JSODSSAR)*Satisfying the completely clarified and revised professional standards related to preparation of financial statements, compilations and reviews, highlighting requirements of SSARS No. 21-24*Differentiating when it is appropriate to perform a preparation of financial statements non-attest service instead of a compilation engagement requiring a report to be issued*Highlighting the major reporting changes for compilations and reviews |
| Self-Study | | Format: On-Demand | 2 CPE | Add |
| Surgent's Maximizing Your Social Security Benefits (Self-Study) (JSDLSSR4)*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 on 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 | Add |
| Surgent's Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now (Self-Study) (JSDLSSRB)*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?*Hiring the spouse: When is it effective?*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 | Add |
| Surgent's Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now (Self-Study) (JSODSSRB)*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?*Hiring the spouse: When is it effective?*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 | Add |
| Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (JSDLSTRI)*New issues for the current year tax return and Section 199A*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more…*At-risk rules: What a return preparer really needs to know*Passive loss issues -- You can't just trust your software. What to watch out for, and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example |
| Self-Study | | Format: Downloadable PDF | 12 CPE | Add |
| Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (JSODSTRI)*New issues for the current year tax return and Section 199A*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more…*At-risk rules: What a return preparer really needs to know*Passive loss issues -- You can't just trust your software. What to watch out for, and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example |
| Self-Study | | Format: On-Demand | 8 CPE | Add |
| Surgent's Enhancing Audit Quality: Best Practices in Documenting and Reviewing Your Work (Self-Study) (JSDLSWLD)*Understanding the quality control standards and guidance related to a CPA firm's responsibilities for its system of quality control over the audit practice*The primary purpose of audit documentation, and minimum documentation requirements*Tips for an efficient workpaper review process that complies with relevant standards*How to audit financial statement areas that commonly contain significant judgments or conclusions that require strong supporting audit documentation, including when consultations may be appropriate (e.g., substantive analytical procedures and estimates)*Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit*Considering ethics as a critical element of high-quality workpaper reviews*The critical role of the engagement partner related to the overall quality of an engagement*The responsibilities of the engagement quality control reviewer in evaluating the significant judgments the engagement team made and conclusions reached in formulating the report*The importance of monitoring compliance with engagement quality control policies and procedures |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's Enhancing Audit Quality: Best Practices in Documenting and Reviewing Your Work (Self-Study) (JSODSWLD)*Understanding the quality control standards and guidance related to a CPA firm's responsibilities for its system of quality control over the audit practice *The primary purpose of audit documentation, and minimum documentation requirements *Tips for an efficient workpaper review process that complies with relevant standards *How to audit financial statement areas that commonly contain significant judgments or conclusions that require strong supporting audit documentation, including when consultations may be appropriate (e.g., substantive analytical procedures and estimates) *Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit *Considering ethics as a critical element of high-quality workpaper reviews *The critical role of the engagement partner related to the overall quality of an engagement *The responsibilities of the engagement quality control reviewer in evaluating the significant judgments the engagement team made and conclusions reached in formulating the report *The importance of monitoring compliance with engagement quality control policies and procedures |
| Self-Study | | Format: On-Demand | 8 CPE | Add |
| Surgent's Practical Planning Boot Camp: S Corporations and LLCs (Self-Study) (JSDLTCBU)*Current year standards, baselines, and general business issues, including recently passed legislation*Lower tax rates; the cost of operating as a C Corporation has gone down*The Qualified Business Income deduction: Will this offset lower C Corporation rates?*Personal Service Corporation planning is reversed, the disincentive of a higher tax rate is gone, yet the incentive of cash basis remains*Are your clients taking full advantage? The broad inventory of fringe benefit possibilities*What happened to the DOL "Overtime Rule"?*Grammar police and the $5 million comma*Strong passwords and advanced mathematics*Medical benefits: Long-term care, HSAs, cafeteria plans, COBRA compliance, disability*Planning an auto purchase? Comparing vehicle depreciation over the first four years*Maximizing retirement benefits*Pension plans -- Are they now more valuable, and what are the best options? Are 401(k) plans not as good, and could defined benefit plans make a comeback?*The Light Brigade failed due to poor instructions, let us follow the right path in basis calculations*Hiring family members: Several benefits in addition to income splitting and shifting*Basis triad review*Utilizing buy-sell agreements*Employing life insurance in business*Related-party transactions: Making them work*Shortening of depreciation schedules due to tax friendly safe-harbors |
| Self-Study | | Format: Downloadable PDF | 16 CPE | Add |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (JSDLTCF4)*Economic update*Managing for productivity*Metrics and benchmarking*Social media and the cloud |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (JSODTCF4)*Economic update*Managing for productivity*Metrics and benchmarking*Social media and the cloud*Negotiation skills for finance professionals |
| Self-Study | | Format: On-Demand | 4 CPE | Add |
| Surgent's Current Developments and Best Practices for Today's CFOs and Controllers (Self-Study) (JSDLTCFO)*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 | Add |
| Surgent's Complete Trust Workshop (Self-Study) (JSDLTCTW)*Guide to legislative changes and their impact on trust planning, including the Tax cuts and Jobs Act of 2017*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*Impact of historically low APRs on various trust arrangements*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 | Add |
| Surgent's Comprehensive Guide to Tax Depreciation, Expensing and Property Transactions (Self-Study) (JSDLTDAP)*Complete coverage of recent tax acts and any new legislation enacted before presentation*Luxury automobiles, how much this year, and where did these rules come from?*Technical glitch hits in the second year of TCJA luxury automobile depreciation, including anticipated technical correction*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*Regulations on capitalization of tangible assets and procedures for automatic changes in accounting method associated with the new depreciation rules*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 | Add |
| Surgent's Planning and Strategy Formulation for Your Organization's Financial Success (Self-Study) (JSDLTDE4)*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 | Add |
| Surgent's Essential Depreciation and Expensing Update (Self-Study) (JSODTDP4)*Detailed coverage of Section 179 expense election and Section 168(k) bonus or "additional first-year depreciation" -- how to maximize them, definitions, limitations, what property qualifies, etc.*Sale of property and the depreciation recapture rules (Section Section 1245, 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*What is "listed property" and what are the current limitations?*Amortization of start-up, organization, and other expenditures*New regulations on capitalization of tangible assets and procedures for automatic changes in accounting method associated with the new depreciation rules*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 | Add |
| Surgent's Essential Depreciation and Expensing Update (Self-Study) (JSDLTDP4)*Detailed coverage of Section 179 expense election and Section 168(k) bonus or "additional first-year depreciation" -- how to maximize them, definitions, limitations, what property qualifies, etc.*Sale of property and the depreciation recapture rules (Section Section 1245, 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*What is "listed property" and what are the current limitations?*Amortization of start-up, organization, and other expenditures*New regulations on capitalization of tangible assets and procedures for automatic changes in accounting method associated with the new depreciation rules*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 | Add |
| Surgent's Challenges in Implementing Topic 606 for Entities in the Technology Sector (Self-Study) (JSDLTEC4)*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 | Add |
| Surgent's Challenges in Implementing Topic 606 for Entities in the Technology Sector (Self-Study) (JSODTEC4)*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 | Add |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (JSDLTFBC)*Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S 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 | Add |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (JSODTFBC)*Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S 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 | Add |
| Surgent's Top Five Tax Topics This Year (Self-Study) (JSDLTTE4)*The Tax Cuts & Jobs Act: Key provisions for individuals*The Tax Cuts & Jobs Act: Key provisions for businesses*Miscellaneous business issues*Tax rates, QBI, and entity choice*Understanding Section 199A |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's Top 10 Tax Topics This Year (Self-Study) (JSDLTTEN)*The Tax Cuts & Jobs Act: Key provisions for individuals*The Tax Cuts & Jobs Act: Key provisions for businesses*Broad inventory of fringe benefits possibilities*Miscellaneous business issues*Employing life insurance*Domicile and taxation*Choice of entity*Tax rates and QBI*Understanding Section 199A |
| Self-Study | | Format: Downloadable PDF | 8 CPE | Add |
| Surgent's Microsoft Excel 2016: Useful Functions for CPAs (Self-Study) (JSDLUF16)*IRR, NPV, FV, PV, PMT, SLN, SYD, and DB Financial functions;*NOW, TODAY, DATE, MONTH, DAY, YEAR, TIME, HOUR, MINUTE, SECOND, WEEKDAY, and NETWORKDAYS Date & Time functions; *SUM, RAND, SQRT, and ROUND Math & Trig functions;*AVERAGE, MAX, MIN, COUNT, MEDIAN, MODE.SNGL, and LARGE Statistical functions;*VLOOKUP, HLOOKUP, and FORMULATEXT Lookup & Reference functions;*DSUM, DCOUNT, DAVERAGE, DMIN, and DMAX Database functions;*PROPER, SUBSTITUTE, and LOWER Text functions; and*IF, AND, and IFNA Logical functions. |
| Self-Study | | Format: Downloadable PDF | 4 CPE | Add |
| Surgent's The Essential Course for Performing Single Audits Under the Uniform Guidance for Federal Awards (Self-Study) (JSDLUGID)*Core concepts involved in the single 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 | Add |
| Surgent's The Essential Course for Performing Single Audits Under the Uniform Guidance for Federal Awards (Self-Study) (JSODUGID)*Core concepts involved in the single 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 | Add |
| Surgent's Microsoft Word 2016: Getting Started (Self-Study) (JSDLWD16)*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 | Add |
| Risk Assessment Deep Dive: How to Avoid Common Missteps (JIRAEAQ)Misconceptions that are leading to non-compliance with AU-C Sections 315 and 330 related to the following:
*Understanding the entity and its environment, including internal control
*Assessing the risks of material misstatement
*Performing audit procedures in response to assessed risks |
| Self-Study | | Format: On-Demand | 3.5 CPE | Add |
| MBAexpress: Networking - Building a Stronger Professional Network (Self-Study) (JI30NOC)Types of Networks
Types of Influential People
Building Your Network
Clique versus entrepreneurial networks
Volunteerism |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Best Practices for Better Budgeting and Planning (Self-Study) (JI3NOC)*Budgeting Best Practices
*SWOT Analysis
*The 80/20 rule
*Common budget problems
*Rolling forecasts
*Spontaneous assets and liabilities
*The effects of bad data
*Contingency opportunities |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Business Benefits of Sustainability (Self-Study) (JI2NOC)Triple Bottom Line: Economy, Society, Environment
Bottom Line Impact of Sustainability
Creating a green team
Monitoring success |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Teamwork and High Performance Teams (Self-Study) (JI29NOC)*Illustrate the principles of improvisation and how they relate to building high performance teams
*Demonstrate the positive effects of replacing "Yes But" with "Yes And" |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Essence of Entrepreneurship (Self-Study) (JI11NOC)Why current business plans that focus primarily on the numbers is the wrong approach
Components of the non-traditional business plan: people, opportunity, context, risk and reward
The dark side of being an entrepreneur
Lead generation strategies |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Communication in the Workplace (Self-Study) (JI7NOC)?Characteristics, strengths, and weaknesses of personality styles
?Connecting with personality styles
?Audience demographics |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Presenting Numbers for Impact (Self-Study) (JI21NOC)*Presentation Tips
*Providing context with your numbers
*Tables and charts
*Using visuals
*Formatting your information
*WIFM |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Effective Change Management (Self-Study) (JI8NOC)*Different personality traits and how they might react during a time of change
*The five change management principles
*Kotter's 8 step change model
*Who Moved My Cheese
*Adaptive change as described by Jim Collins concept of the Big Hairy Audacious Goal (BHAG) |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Insightful Financial Analysis (Self-Study) (JI16NOC)*The financial analysis process
*Corporate overview
*Industry analysis
*Business strategy
*Ratio analysis
*Cash sufficiency
*DuPont analysis
*Horizontal and vertical analysis
*Continuity plan |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Faster Disaster Recovery (Self-Study) (JI12NOC)*Common Disasters
*Uncommon Disasters
*Preparing for a Disaster
*Disaster Recovery |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: The Art of Effective Writing (Self-Study) (JI28NOC)*Formatting words for readability
*Making your point
*Active versus passive writing
*Choosing words for understandability
*Using emoticons and punctuation
*Bad writing examples |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Excellent Customer Service (Self-Study) (JI9NOC)*Internal vs. external customer service
*Servicing customers well
*Customer needs and wants |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Powerful Presentation Skills (Self-Study) (JI23NOC)Using visualization
Practice is essential
Positive energy
Slide count calculation
A speech versus an experience
Fear of questions
Know your audience
Communication styles
Turn off the adrenaline
The power of a pause |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Success with Social Media (Self-Study) (JI27NOC)*Forms of Social Media
*Business Benefits
*Getting Started in Social Media |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Basics of Business Law (Self-Study) (JI1NOC)*Corporate Management
*Employee Handbook
*Intellectual Property
*Contract Law
*Contract Components |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Creativity & Innovation (Self-Study) (JI6NOC)*Creativity methods for generating ideas quickly
*Breaking through mental barriers
*Brainstorming
*Innovation
*Using the creative side of your brain |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Smarter Decision-Making (Self-Study) (JI25NOC)*Decision-making bias
*Decision-making styles
*Solving problems
*Brainstorming and brainswarming |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Emotional Intelligence (Self-Study) (JI10NOC)*Benefits of emotional intelligence (EI)
*Steps to increase your emotional intelligence
*Emotional intelligence to decision making
*Active listening versus traditional listening |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: International Business (Self-Study) (JI15NOC)*Business Models
*Customs and Etiquette
*Communication
*Import/Export/Product liability
*Guides/Interpreters
*International markets |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Nuances of Negotiating (Self-Study) (JI19NOC)N/A |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Performance Management (Self-Study) (JI22NOC)*Key Elements of Developing People
*Setting Performance Goals Steps
*Employee Motivation Elements
*Formal vs. Informal Compensation |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Latest in Leadership (Self-Study) (JI17NOC)*The principles of improvisation are: respect, support, trust, listen, focus, adapt
*Team building
*Leadership attributes
*Leadership styles |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Strategy for Success (Self-Study) (JI26NOC)*Simon Sinek - "Start with why"
*5 Step Backcasting Process
*Good & Bad Mission Statements |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Ferreting Out Fraud (Self-Study) (JI13NOC)*Fraud Triangle
*Fraud Risk Factors
*Warning Signs of Fraud
*Fraud Prevention |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Masterful Marketing (Self-Study) (JI18NOC)*Determine what lead generation method would work the best for their business
*Recognize that you are in the people business first and it is people who create the relationships that that drive revenue
*Discuss the differences between the various social media platforms |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Balanced Scorecard (Self-Study) (JI5NOC)*Discuss in depth the four perspectives of the balanced scorecard (financial, customer, business process, learning & growth)
*Articulate the value that a balanced scorecard brings to an organization
*Discuss the value of identifying a small number of strategic objects for each perspective |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| MBAexpress: Good Governance (Self-Study) (JI14NOC)*Duty of Care
*Duty of Loyalty
*Increased Risk Factors
*Minimizing Liability
*Ethical Organization Strategies |
| Self-Study | | Format: On-Demand | 1 CPE / 1 Ethics | Add |
| MBAexpress: Risk Management (Self-Study) (JI24NOC)*5 Business Risk Truths
*Risk Assessment Approaches (SWOTS & PESTLES)
*Risk Evaluation |
| Self-Study | | Format: On-Demand | 1 CPE | Add |
| Audit Workpapers: Reviewing Field Work Documentation (Self-Study) (JICL4FWD)*"Nuts and bolts" of working papers
*Conducting the review of working papers
*Common shortcomings of working papers
*Reviewing analytical procedures |
| Self-Study | | Format: On-Demand | 1.5 CPE | Add |
| Professional Ethics: 2019 Update and Refresher (Self-Study) (JIPEUPDA)*Ethics in the Accounting Profession
*Revisions to the AICPA Code of Professional Conduct
*Independence Rules
*GAO Yellow Book changes |
| Self-Study | | Format: On-Demand | 2 CPE / 2 Ethics | Add |
| Challenges of Implementing the New Not-for-Profit Financial Statement Standard (Self-Study) (JICINFPS)*FASB ASU No. 2016-14 |
| Self-Study | | Format: On-Demand | 2.5 CPE | Add |
| AICPA Peer Review Must-Select Industry Update: Employee Benefit Plans (Self-Study) (JIPREBP)*Peer Review Enhanced Oversight Program
*Non-conforming engagement identification and peer review checklist considerations
*Case studies
*Resources and tools |
| Self-Study | | Format: On-Demand | 2.5 CPE | Add |
| Audit Workpapers: Documenting Field Work (Self-Study) (JICL4DFW)*Essential components of a workpaper
*Preparing and maintaining workpapers
*Different types of workpapers
*Documenting audit tests
*Working paper critique
*Improving working paper technique |
| Self-Study | | Format: On-Demand | 2.5 CPE | Add |
| AICPA Peer Review Update Course (Self-Study) (JIPRUC)*PRIMA
*Enhanced Oversight Program
*The most common issue encountered in the Enhanced Oversight Program: documentation
*Quality control considerations
*Systemic causes and remediation of non-conforming engagements
*Differences between the closing meeting and exit conference
*Common reporting issues |
| Self-Study | | Format: On-Demand | 2.5 CPE | Add |
| AICPA Peer Review Must-Select Industry Update: Governmental - Government Auditing Standards (Self-Study) (JIPRGAS)The Uniform Guidance
Yellow Book
Common matters noted in peer reviews
AICPA enhanced oversignt program: single audit findings
Non-conforming engagemement identification
Resources and tools for auditors |
| Self-Study | | Format: On-Demand | 3 CPE | Add |
| Walkthrough of the Description Critieria (Self-Study) (JICSDC)*An overview of a cybersecurity risk management program
*The importance of the cybersecurity risk management program reporting framework
*The cybersecurity description criteria and related implementation guidance |
| Self-Study | | Format: On-Demand | 3 CPE | Add |
| Financial Statement Reporting: Tackling Complex Disclosures (Self-Study) (JI4FSCD)*Financial statement disclosure
*Fair value disclosures
*Accounting changes and error correction
*Subsequent events |
| Self-Study | | Format: On-Demand | 3.5 CPE | Add |
| Not-for-Profit Financial Reporting: Mastering the Unique Requirements (Self-Study) (JINFPF)*ASU No. 2016-14 |
| Self-Study | | Format: On-Demand | 5 CPE | Add |
| Financial Forecasting: Planning for Success (Self-Study) (JI4FFMD)*Overview of the forecasting process
*The basic forecasting model
*Techniques used to forecast sales
*A case analysis on working capital planning
*Forecasting the company's capital structure
*Projecting the income statement and balance sheet |
| Self-Study | | Format: On-Demand | 2 CPE | Add |
| Walkthrough of the Trust Services Criteria (Self-Study) (JIATSC)*Components of a system
*Trust services criteria |
| Self-Study | | Format: On-Demand | 4 CPE | Add |
| Protecting Your Client and Your Firm from Tax Return Identity Theft (Self-Study) (JICL4TRF)*The impact on practitioners when a data breach occurs
*Types of identity theft
*Obtaining the victim's information
*Tools used in identity theft investigations
*Finding identifying information on the Internet
*Investigating identity theft
*Detecting and preventing identity theft |
| Self-Study | | Format: On-Demand | 4.5 CPE | Add |
| Fraud and Cash Receipts: Common Frauds and Internal Controls (Self-Study) (JICL4RCR)*Frauds caused by fraudulent financial reporting
*Common fraud risks within the revenue and cash receipts processes
*Analysis of controls for effectiveness and efficiency
*Estimating the cost-benefit of correcting a control weakness
*Control implementation ideas |
| Self-Study | | Format: On-Demand | 4.5 CPE | Add |
| Reviewing Individual Tax Returns: What Are You Missing (Self-Study) (JI4ITRM)*Time Share Properties
*Home Office
*Hobby Losses
*Margin Interest
*Self Employed Health Insurance
*Business Start-Up Costs
*Depreciation
*Unreported Income
*Shared Responsibility Payments
*Schedule C
*Like-Kind Exchanges
*Self-Employment Tax
*Section 1202 Stock
*Charitable Contributions of Property |
| Self-Study | | Format: On-Demand | 4.5 CPE | Add |
| Applying Professional Skepticism in an Audit (Self-Study) (JIPSKEP)*Professional skepticism
*Professional judgment
*Judgement framework
*Fraud triangle |
| Self-Study | | Format: On-Demand | 4.5 CPE | Add |
| Upcoming Peer Review: Is Your Firm Ready? (Self-Study) (JISNPR)*What to do between reviews to maintain a quality control environment and continually prepare for the next review
*Common engagement deficiencies and how to prevent them
*Selection process--the peer reviewer and the review year-end
*Quality control standards overview
*What you need to assemble for your reviewer
*Peer review wrap-up expectations
*Solutions to common quality control issues |
| Self-Study | | Format: On-Demand | 4 CPE | Add |
| Blockchain for Supply Chain (Self-Study) (JIBLSC)*Blockchain overview
*Blockchain implementation
*Supply chain
*GDPR with blockchain
*Blockchain public and private networks in regard to physical supply chain automation, digital goods, and vendor management
*The role smart contracts play in supply chain blockchain networks
*Focusing on determining appropriateness of blockchain to a solution
*Regulatory issues that impact blockchain implementations |
| Self-Study | | Format: On-Demand | 4.5 CPE | Add |
| Independence (Self-Study) (JIIND)*Detailed explanations of the revised AICPA code and conceptual frameworks
*Section on affiliates of audit clients
*Complete coverage of the Yellow Book, including the new conceptual framework |
| Self-Study | | Format: On-Demand | 4.5 CPE / 4.5 Ethics | Add |
| Forensic Accounting: Fraudulent Reporting and Concealed Assets (Self-Study) (JIFAFR)*Role of the forensic accountant
*Development of the engagement agreement
*Common fraud scams
*Sources for corroborating data
*Testifying as an expert
*Analytical and investigative techniques
*Approaches to detect under/overvalued assets
*Development of a written report |
| Self-Study | | Format: On-Demand | 5 CPE | Add |
| Advanced Excel: Practical Applications for Accounting Professionals (Self-Study) (JIEXPF)*Advanced PivotTables
*External data ranges (ODBC)
*Visual basic: macros and user defined functions
*Digital workpapers
*Securing worksheets and workbooks
*Named ranges
*Vlookup() and related functions that Nest Offset(), Text(), Match()
*IF function and other efficiency gains
*Encryption and data validation |
| Self-Study | | Format: On-Demand | 5 CPE | Add |
| Health Care Reform Act: Critical Tax and Insurance Ramifications (Self-Study) (JI4HCRA)*Employer's shared responsibility payment
*Health Insurance Premium tax credit eligibility and calculations
*ACA Employer penalties for non-compliance
*IRS employer and insurer reporting requirements
*Small business tax credit for providing health insurance
*The Small Business Health Options Program (SHOP) Exchange |
| Self-Study | | Format: On-Demand | 3 CPE | Add |
| Governmental Accounting and Auditing Update (Self-Study) (JIGAU)*Federal government activities
*Accounting standards updates
*GASB activities
*Auditing Standards Board (ASB) Clarity Project
*Key changes in audit requirements resulting from the ASB Clarity Project |
| Self-Study | | Format: On-Demand | 8 CPE | Add |
| Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors (Self-Study) (JIICDAD)*Fundamental components and principles of internal control
*Integrated framework
*Management responsibilities vs. auditor responsibilities
*Common significant accounting processes
*Fraud risks for major classes of transactions
*Tools and techniques used for internal control documentation
*Estimating the cost and benefit of remedying a control weakness
*The seventeen principles contained within the COSO Internal Control - Integrated Framework underlying each component of internal control |
| Self-Study | | Format: On-Demand | 6 CPE | Add |
| Revenue Recognition: Mastering the New FASB Requirements (Self-Study) (JIINRR)*Background, purpose, and main provisions of the new standard
*Transition guidance
*5-step process for recognizing revenue
*Disclosure requirements
*Implementation guidance -- contracts, tax matters, internal controls, IT |
| Self-Study | | Format: On-Demand | 6 CPE | Add |
| Cybersecurity Readiness Assessments (Self-Study) (JI4CSAE)*Apply knowledge of an effective cybersecurity risk management program to analyze a client's program and conduct a readiness assessment.
*Differentiate the various frameworks available (e.g., NIST, ISO, TSC, and/or hybrid) and apply which is better as well as when/how to use it.
*Apply tests to client's cybersecurity controls and other risk management activities based on existing frameworks
*Identify client recommendations for improvements based on readiness/assessment procedures. |
| Self-Study | | Format: On-Demand | 6 CPE | Add |
| Credit Impairment - Financial Instruments: Mastering the New FASB Requirements for the Allowance for Credit Loss (Self-Study) (JIFIIN)*Current expected credit loss history
*Measuring expected credit losses
*Bond and equity portfolios
*Current expected credit loss models
*Presentation and disclosure requirements |
| Self-Study | | Format: On-Demand | 6.5 CPE | Add |
| Analyzing Costs, Productivity, and Efficiency: Three Ways to Boost Your Bottom Line (Self-Study) (JI4PYPL)*Profit leaks and ways to identify and prevent them
*Characteristics of a successful profit leak prevention program
*How an organization's culture affects employee interest in detecting and preventing profit leaks
*Analyzing cost drivers
*Using feedback to improve productivity
*Tools to eliminate profit leaks
*Ways to improve internal processes to maximize effectiveness |
| Self-Study | | Format: On-Demand | 6.5 CPE | Add |
| Governmental and Not-for-Profit Annual Update (Self-Study) (JIGNAU)*Federal government activities
*Accounting standards updates
*ASB Clarity Project
*AICPA activities and emerging issues related to not-for-profit entities
*FASB activities
*GASB activities |
| Self-Study | | Format: On-Demand | 11 CPE | Add |
| Taxation for Individuals Living Abroad and Foreign Nationals Living in the U.S. (Self-Study) (JITILA)*Determining residency - resident and nonresident aliens
*Sourcing of income
*Taxation of nonresident aliens
*Taxation of dual-status individuals
*Taxation of employees of foreign governments and international organizations
*Tax treaties
*Taxation of foreign investment in U.S. real property interests
*International assignment compensation packages
*Section 911 exclusions
*Foreign tax credit
*Totalization agreements
*FinCEN Form 1114 and Form 8938 |
| Self-Study | | Format: On-Demand | 7.5 CPE | Add |
| Nexus Update: Latest Developments in State Income, Franchise and Sales Taxes (Self-Study) (JINXUP)*Nexus and the U.S. Constitution
*Public Law 86-272
*Nexus from Property located in a State
*Nexus provided by Employees in a State
*Nexus without a Physical Presence
*Nexus from Third-Party Activities in a State
*Determining Nexus
*The history of Nexus issues, including court cases and the new "expanded views" that states are taking
*Latest developments in internet sales and aggressive law changes in certain states to collect sales tax from this group
*Planning opportunities to avoid nexus
*Alternatives available once a client has determined that they have nexus in a state |
| Self-Study | | Format: On-Demand | 7.5 CPE | Add |
| New Accounting and Reporting for Not-for-Profit Organizations (Self-Study) (JIFSNPO)*Financial statement presentation, including FASB's financial reporting standard
*Statement of activities
*Statement of financial position and statement of cash flow
*Note disclosures
*Contribution concepts
*Functional expense and allocation of costs
*Endowments
*Operating versus non-operating
*Split interest agreements and beneficial trusts
*Agency transactions
*Programmatic investments
*Common financial statement mistakes |
| Self-Study | | Format: On-Demand | 3.5 CPE | Add |
| Studies on Single Audit and Yellow Book Deficiencies (Self-Study) (JISAYB)*Engagement letters
*Management representation letters
*Yellow Book continuing professional education Auditor independence
*Schedule of expenditures of federal awards Determination of major programs
*Audit sampling in a compliance audit
*Audit findings
*Documentation
*Reporting requirements of a single audit |
| Self-Study | | Format: On-Demand | 5 CPE | Add |
| Fundamentals for Performing a Single Audit under the Uniform Guidance for Federal Awards (Self-Study) (JIBAUG)*Fundamentals of a compliance audit performed under the Uniform Guidance
*Identifying federal awards
*Pass-through entities and subrecipients
*Schedule of expenditure of federal awards
*Determination of major programs
*Using the compliance supplement
*Uniform Guidance administrative requirements and cost principles
*Testing internal control over compliance
*Testing compliance
*Reporting requirements of a single audit |
| Self-Study | | Format: On-Demand | 8 CPE | Add |
| Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes (Self-Study) (JITTFS)*Major financial statement frauds including, among others, corruption conspiracies regarding sales and other types of revenue, estimates, journal entries, and other accounts
*Major misappropriation of asset frauds including, among others, skimming, larceny, and embezzlement involving inventory, payables, and other accounts
*Ponzi and asset flip schemes
*Control implementation ideas
*Risk factors in accordance with the revised authoritative guidance on fraud |
| Self-Study | | Format: On-Demand | 8 CPE | Add |
| Fundamentals of Governmental Accounting and Reporting (Self-Study) (JIFGAC)*The governmental environment and GAAP
Fund accounting and the financial reporting model
*Budgeting
*MFBA
*Revenues and expenditures
*Governmental, proprietary, and fiduciary funds
*Government-wide financial statements
*CAFR
*Special purpose governments
*Deferred outflows of resources and deferred inflows of resources |
| Self-Study | | Format: On-Demand | 5 CPE | Add |
| Employment Law Update (Self-Study) (JILAWU)*Employment issues related to social media, e-device and BYOD, internet use, and website contents
*Wrongful termination, at-will employment, constructive discharge and retaliation
*Age, race/national origin, sex, gender, sexual orientation, genetic, religious, disability, and other forms of discrimination
*Dealing with whistleblowers in all types of organizations
*Wage and hour issues and immigration/undocumented workers
*Using mediation and arbitration to resolve employment disputes
*Family Medical Leave Act, Fair Labor Standards Act, HIPAA, COBRA, ERISA, and more
*When and why some employers are hit with multimillion dollar verdicts in favor of former employees
*Noncompete, nondisclosure, and nonsolicitation agreements, and what works
*Key trends in recent employment cases and legislation
*Federalism |
| Self-Study | | Format: On-Demand | 6 CPE | Add |
| Leases: Mastering the New FASB Requirements (Self-Study) (JILEAS)*Lease classification
*Amortization of the lease asset
*Derecognition of the underlying asset
*Recognition of lease receivables |
| Self-Study | | Format: On-Demand | 8 CPE | Add |
| A Firm's System of Quality Control (Self-Study) (JI164970)*Introduction to Statements on Quality Control Standards (SQCS) No. 8
*The six elements of quality control
*Monitoring your QC system
*Documenting and communicating your QC system
*Common peer review matters related to QC systems
*Scenarios, tips, and tools |
| Self-Study | | Format: On-Demand | 8 CPE | Add |
| Advanced Controller and CFO Skills (Self-Study) (JIACCS)*Isolate the critical skills and attitudes to be effective in the future
*Become an effective coach
*Development of measurable missions and strategies
*Aligning a firm’s strategies with its internal reporting system
*Selling ideas and generating "buy-in" from others
*Recognition of and response to the need for constant change and adaptation
*Developing a tailored action plan suitable to specific needs |
| Self-Study | | Format: On-Demand | 8.5 CPE | Add |
| Annual Update: Top Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs (Self-Study) (JITGNP)*Current GASB developments
*Audit issues related to GASB developments
*Recent GASB pronouncements and their impact on accounting and reporting
*Top advice from the AICPA's Technical Hotline and the GASB Technical Inquiry System |
| Self-Study | | Format: On-Demand | 8 CPE | Add |
| U.S GAAP: Review for Business and Industry (Self-Study) (JIFASBI)*The financial reporting environment
*Summary of recent FASB releases
*Financial accounting and reporting topics affected by guidance recently issued or effective in the near term (such as leases, revenue recognition, and going concern)
*Review of significant accounting and reporting topics and associated practice issues |
| Self-Study | | Format: On-Demand | 9 CPE | Add |
| Advanced Topics in a Single Audit (Self-Study) (JIADUG)*Planning the compliance audit and other risk assessment considerations
*Required elements of the schedule of expenditures of federal awards
*Major program determination process, including clusters and loans/loan guarantees
*Considerations when assessing and evaluating internal controls over compliance
*Audit sampling
*Evaluating and reporting on applicable compliance requirements related to compliance testing
*Considerations for pass-through entities
*Advanced audit reporting issues |
| Self-Study | | Format: On-Demand | 9.5 CPE | Add |
| Annual Update for Controllers (Self-Study) (JISKSB)*Leading-edge financial management tools and techniques
*New issues in treasury management and controllership
*Excel tips and techniques
*Current trends in leading and developing staff to increase productivity and profitability
*Annual Economic Update
*Current trends in social media |
| Self-Study | | Format: On-Demand | 9.5 CPE | Add |
| Audit Sampling (Self-Study) (JI163193)*Attribute sampling for control testing
*Monetary unit sampling for performing substantive tests
*Relating risk in material misstatement and sampling risk
*Controlling and evaluating sampling risk
*Selecting a representative sample
*Using PPS sampling
*Nonstatistical sampling |
| Self-Study | | Format: On-Demand | 9.5 CPE | Add |
| Transforming Your Role as Controller to Business Partner (Self-Study) (JICOBP)*Leadership vs. management
*Business and strategic planning processes
*Lean management techniques and processes
*Recruiting, retaining and developing employees
*Project and change management
*Communications, listening and presentation skills
*Business strategy and the controller
*Application of best practices in the accounting department |
| Self-Study | | Format: On-Demand | 12 CPE | Add |
| Cybersecurity Advisory Services: Readiness Assessment Deep Dive (Self-Study) (JICSAE)*Cybersecurity risks to businesses and firms
*Different cybersecurity controls frameworks (i.e., NIST, ISO, TSC, etc.)
*Elements of a cybersecurity risk management
*Internal controls and other risk management activities
*Client recommendations in a readiness assessment
*Client service opportunities |
| Self-Study | | Format: On-Demand | 10.5 CPE | Add |
| Documenting Your EBP Audit: What You Need to Know (Self-Study) (JIEBPD)*Audit planning
*Documenation best practices for the statement of net assets available for benefits
*Key audit areas in the statement of changes in net assets available for benefits
*Participant data and participant accounts
*Initial audits, plan mergers, and other issues |
| Self-Study | | Format: On-Demand | 10.5 CPE | Add |
| Applying the Uniform Guidance for Federal Awards in Your Single Audit (Self-Study) (JIINUG)*Schedule of expenditures of federal awards
*Determining major programs
*Understanding, assessing and testing internal control over compliance
*Testing compliance with laws and regulations and direct and material compliance Auditor's reports
*Program-specific audits
*Administrative requirements and cost principles |
| Self-Study | | Format: On-Demand | 10.5 CPE | Add |
| Analytics and Big Data for Accountants (Self-Study) (JIDAAN)*Evidence-based techniques for finding or generating data, selecting key performance indicators, isolating program effects
*Relating data to return on investment, financial values, and executive decision making
*Data sources including surveys, interviews, customer satisfaction, engagement, and operational data
*Visualizing and presenting complex results |
| Self-Study | | Format: On-Demand | 6.5 CPE | Add |
| Reviewing Pass-Through Tax Returns: What Are You Missing? (Self-Study) (JIRPTR)*Form 1120S
*Form 1065
*Schedules K and K-1
*Schedules M-1 and M-2
*Form 4562
*Form 4797 |
| Self-Study | | Format: On-Demand | 11.5 CPE | Add |
| Annual Tax Update: Individuals and Sole Proprietors (Self-Study) (JITSUI)*Latest tax legislation, court rulings, and IRS pronouncements related to individuals and sole proprietors
*Practical return preparation tips
*Latest developments for pass-through entities that affect Schedule C and Schedule E
*Tax-saving ideas
*Unique insights into new planning strategies
*Latest IRS rulings impacting individuals
*DOMA, same sex marriage, and its impact on taxes
*Latest developments on estates, gifts, and trusts
*Depreciation and amortization |
| Self-Study | | Format: On-Demand | 11.5 CPE | Add |
| AICPA's Annual Federal Tax Update (Self-Study) (JIPTU)*IRS rulings, procedures and notices for the last year
*Court cases settled in the last year that provide tax return guidance
*IRS administrative issues, compliance, and new forms
*Individual Income, Deductions, and Business Activities
*Pass-Through Entities and Passive Activities
*Depreciation and Amortization
*Retirement Plans and Fringe Benefits |
| Self-Study | | Format: On-Demand | 11.5 CPE | Add |
| Annual Tax Update: Corporations & Pass Through Entities (Self-Study) (JIATCP)*Legislative developments, regulations issued, and recent IRS rulings and guidance for the following:
*IRS rulings, procedures and notices for the last year
*Court cases settled in the last year that provide tax return guidance
*IRS administrative issues, compliance, and new forms
*Pass-Through Entities and Passive Activities
*Depreciation and Amortization
*Retirement Plans and Fringe Benefits
*Corporate Income, Deduction, Gains, and Losses
*Accounting Methods and Periods |
| Self-Study | | Format: On-Demand | 12 CPE | Add |
| Audits of 401(k) Plans (Self-Study) (JIAFKP)*Background of 401(k) audits
*Audit planning and pre-engagement activities
*Internal control considerations
*Auditing the statement of net assets available for benefits
*Auditing the statement of changes in net assets available for benefits
*Other auditing considerations
*The auditor's report
*Financial statement disclosures
*Supplemental schedules |
| Self-Study | | Format: On-Demand | 12 CPE | Add |
| Auditing Employee Benefit Plans (Self-Study) (JIEBPE)*Plan types including 401(k), defined contribution, defined benefit, health and welfare, and employee stock ownership plans (ESOPs)
*GAAP vs. ERISA reporting requirements
*Recent developments
*Filing and audit requirements
*Planning the audit and assessment of risks
*Prohibited transactions
*Overview of tax compliance
*Internal control unique to employee benefit plans |
| Self-Study | | Format: On-Demand | 13 CPE | Add |
| Real-World Business Ethics (Self-Study) (JIRWBE)*Analysis of ethical requirements and considerations
*Fact patterns from situations faced by CPAs in public practice
*Special ethical issues in select reporting and disclosure areas: off-balance sheet financing, related party transactions, revenue recognition, materiality, loan and lease loss reserves, restructuring charges, and independence
*Key issues in civil and regulatory actions
*Effect of changes in disciplinary procedures and oversight
*SEC enforcement proceedings and their implications |
| Self-Study | | Format: On-Demand | 13.5 CPE / 13.5 Ethics | Add |
| Form 990: Mastering its Unique Characteristics (Self-Study) (JIEOF990)*Program Service Accomplishments and Reporting Changes
*Reporting on Managers and Their Compensation
*Reporting on Governance
*Further Disclosures Specific to an Entity's Circumstances (Core Form 990 Part IV Delineating Additional Schedules Required)
*Financial Information Reporting
*Sequencing and Completing the Return
*Board of Directors Discussion of Form 990
*Related Organizations
*Transactions With Interested Persons
*Form 990's Common Schedules
*Other IRS Filings and Tax Compliance |
| Self-Study | | Format: On-Demand | 14.5 CPE | Add |
| Introduction to Business Valuation (Self-Study) (JIIBV)*Users and practitioners of business valuations
*Business valuation standards
*Items necessary to prepare an engagement letter
*Appraisal principles and theory
*Developing forecasts for business valuations
*The market approach to valuation
*The asset-based approach to valuation
*The income approach to valuation
*Premiums and discounts to valuation
*Preparing a valuation report |
| Self-Study | | Format: On-Demand | 17 CPE | Add |
| SEC Reporting (Self-Study) (JISECR)*Overview of going public and the function of the SEC
*Review of regulations S-X and S-K and significant SEC guidance
*Actual filings of publicly-traded companies
*Latest SEC developments and hot buttons |
| Self-Study | | Format: On-Demand | 18.5 CPE | Add |
| 1040 Tax Return Workshop (Self-Study) (JIIITW)*The Tax Cuts and Jobs Act of 2017 and new developments
*Health insurance tax credit and other tax credits
*Dividends, interest and planning opportunities
*Compensation issues, deferred plans and fringe benefits
*Distributions from IRAs and other qualified plans
*Gross income exclusions
*Passive losses
*Vacation homes, home offices and bad debts
*Travel and entertainment
*Depreciation and amortization
*Gain and loss recognition and basis rules
*Property transactions: capital gain vs. ordinary income
*Self-employed health insurance, alimony and other adjustments to income
*Itemized deductions
*Tax computations and tax credits |
| Self-Study | | Format: On-Demand | 24 CPE | Add |
| Construction Contractors: Accounting, Auditing and Tax (Self-Study) (JICAAT)*Contract accounting
*Contractor financial statements
*Working with a surety
*Audit planning and procedures
*Long-term contracts
*Tax accounting for construction contractors
*Taxation for small to large contractors |
| Self-Study | | Format: On-Demand | 13 CPE | Add |
| Public Company Update: SEC, PCAOB and Other Developments (Self-Study) (JIPCOU)*SEC guidance that could directly affect your company, management and auditors
*PCAOB firm registration, audit standards, and auditor regulation developments
*Actions by the AICPA Center for Audit Quality *SEC Regulations Committee and others
*Emerging issues, trends, and new resources |
| Self-Study | | Format: On-Demand | 6 CPE | Add |
| 3 Market Analysis Priorities to Drive Profitability (Webinar) (WX12728)*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 Discussion*Six studies and analysis activities to guide this application into your business. |
| 2/27/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| 3 Market Analysis Priorities to Drive Profitability (Webinar) (WX12729)*Take product analysis beyond net margin and volume 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 Discussion*Six studies and analysis activities to guide this application into your business. |
| 3/19/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| 4 Critical Factors to Create Sustainable Growth (Webinar) (WX12741)*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. |
| 3/31/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| 5 Elements of a Finding (Webinar) (WX13736)*This course is centered on the five elements of a finding as required by the GAO's Yellow Book and the IIA. |
| 3/2/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| New A/R and A/P: Effective Management Techniques (Webinar) (WX12934)*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 |
| 3/6/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| New Accounts Payable Fraud: Detection and Prevention Essentials (Webinar) (WX13568)Goldmann will explain the risks and show you cases of Accounts Payable fraud including:*How much is A/P fraud in 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 |
| 2/25/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Adobe Acrobat Advanced Tips, Tricks & Techniques (Webinar) (WX14089)*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 |
| 3/17/2020 | 12 - 4 p.m. | Online | 4 CPE | Add |
| Adobe Acrobat Must Know Features for Beginners (Webinar) (WX12073)*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 |
| 3/5/2020 | 8 a.m. - 12 p.m. | Online | 4 CPE | Add |
| Advanced Budgeting: Balance Sheet and Cash Flow Projections (Webinar) (WX12873)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 |
| 3/13/2020 | 9:30 - 10:30 a.m. | Online | 1 CPE | Add |
| Advanced Gmail for Accountants (Webinar) (WX13163)*Gmail apps for web, mobile and offline*Manage your Gmail account*Read and organize emails*Tips and tricks*Control Settings*Send emails*Google Inbox *Gmail Plugins*
Improve your email efficiency -- a core business function
where the average knowledge worker spends nearly 30% of their daily time |
| 3/11/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| Advanced Googling for Accountants (Webinar) (WX13175)*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 |
| 3/10/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| An Ethical Framework: How It Works (Webinar) (WX13858)*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 |
| 3/4/2020 | 12 - 2 p.m. | Online | 2 CPE / 2 Ethics | Add |
| New Analyze Your Business Operations Data With PowerBI (Webinar) (WX12293)*Overview of the data analysis and dashboard presentation process*Review of the Microsoft BI tools: PowerPivot, Power BI Desktop, Power BI Services*Case study applications for analyzing your business operations*IT spend analysis*Supplier quality analysis*Human resource operations*Procurement analysis*Discussion of real like challenges with performing data analytics |
| 3/9/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| New Analyze Your Sales & Marketing Activities With PowerBI (Webinar) (WX12305)*Overview of the data analysis and dashboard presentation process*Review of the Microsoft Power BI tools: PowerPivot, Power BI Desktop and Power BI Services*Case study applications for analyzing your sales & marketing operations*Customer profitability analysis*Sales and marketing performance analysis*Retail sales analysis*Discussion of real life challenges with performing data analytics |
| 3/10/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Artificial Intelligence for Accountants (Webinar) (WX13188)*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 |
| 3/10/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| Audit Methodologies and Documentation (Webinar) (WX13724)*Yellow Book standards for evidence and documentation*Evaluating the strength of audit methodologies*Creating complete and compliance audit documentation*Resulting audit findings |
| 3/5/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Automation Survival Guide for Accountants (Webinar) (WX13200)*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 |
| 3/6/2020 | 12:30 - 2:30 p.m. | Online | 2 CPE | Add |
| Avoid Failures: Succeed Through Experimentation (Webinar) (WX12801)*Learn by experimentation*Fire bullets, not cannonballs |
| 3/6/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| Bitcoin: What You Should Know About This Digital Currency (Webinar) (WX12084)*What is Bitcoin?*How does it work?*Who controls it?*A step-by-step review of the Bitcoin transaction process*Why merchants are beginning to accept Bitcoin for payment |
| 2/26/2020 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | Add |
| Bitcoin: What You Should Know About This Digital Currency (Webinar) (WX12085)*What is Bitcoin?*How does it work?*Who controls it?*A step-by-step review of the Bitcoin transaction process*Why merchants are beginning to accept Bitcoin for payment |
| 3/25/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| Blockchain Technology: What Every CPA Should Know (Webinar) (WX12717)The specific topics that will be presented include:*An explanation of what Blockchain is*Review of the nomenclature associated with Blockchain technology*Detailed examination of the Blockchain technology model*Review of current and potential applications for Blockchain in accounting, auditing and business in general*Potential impact on the CPA profession |
| 3/26/2020 | 2:30 - 4:30 p.m. | Online | 2 CPE | Add |
| Boost Your Bottom Line: Reduce Internal Fraud, Theft & Abuse (Webinar) (WX13432)*VA manager steals more than $60,000 of 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 |
| 3/30/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Breaking Free of the CPA Box (Webinar) (WX12428)*Understand why new skills are needed in the accounting profession.*Learn the eight entrepreneurial skills.*How you can break free of the box and drive success in your life. |
| 3/9/2020 | 3 - 5 p.m. | Online | 2 CPE | Add |
| Business Intelligence and Analytics: Make Sense of Your Data (Webinar) (WX12861)*The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques *Examples for the CFO and accounting function*Benefits from applying analytics |
| 3/13/2020 | 1 - 2:30 p.m. | Online | 1.5 CPE | Add |
| Capitalization and Tax Depreciation: Review and Update (Webinar) (WX13024)*Recent tax legislation and TCJA 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*Other related topics |
| 3/25/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Cash Conversion Cycle: Tools and Techniques (Webinar) (WX12752)*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 |
| 2/27/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| Cash Conversion Cycle: Tools and Techniques (Webinar) (WX12753)*Why the cash conversion cycle is your organization's 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 |
| 3/19/2020 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | Add |
| Catch Her If You Can: Detect and Prevent Pink Collar Crime (Webinar) (WX13507)*Pink collar crime-methods, suspects, victims and 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 |
| 2/24/2020 | 3 - 5 p.m. | Online | 2 CPE | Add |
| Catch Her If You Can: Detect and Prevent Pink Collar Crime (Webinar) (WX13508)*Pink collar crime-methods, suspects, victims and 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 |
| 3/18/2020 | 3 - 5 p.m. | Online | 2 CPE | Add |
| Commodity and Interest Rate Risks: Manage the Unmanageable (Webinar) (WX12813)*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. |
| 3/12/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| Commonly Missed Analytical Procedures (Webinar) (WX13675)These 10 analytical relationships were red flags that the accounting information couldn't be true: *Libraries fake management 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? |
| 2/28/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| Commonly Missed Analytical Procedures (Webinar) (WX13676)These 10 analytical relationships were red flags that the accounting information couldn't be true: *Libraries fake management 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? |
| 3/25/2020 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | Add |
| New Confessions of a Mompreneur: Leadership Lessons Learned (Webinar) (WX12946)*The three promises to live and work by.*How accountability in action speaks volumes.*The three choices we all have in any given situation.*Leading through learning, listening and leveraging. |
| 3/13/2020 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE | Add |
| New Corporate Ethics Cases in Diversity and Inclusion (Webinar) (WX12885)*Everyone can experience discrimination or harassment*What the AICPA Code of Professional Conduct says about harassment and discrimination*Other sources of ethical guidance*Recent EEOC Cases*Learning about each other |
| 3/13/2020 | 10:30 - 11:30 a.m. | Online | 1 CPE / 1 Ethics | Add |
| Creating Client Portals with Office 365 SharePoint Online (Webinar) (WX12497)*SharePoint client portal paradigm*Best practices for establishing your client portal design*Site templates for maximum efficiency and consistency*Developing your client onboarding process*Client site security*Marketing and educating your clients on the SharePoint portal |
| 3/30/2020 | 10:30 a.m. - 1:30 p.m. | Online | 3 CPE | Add |
| Cybersecurity Disruption: What CPAs Need to Know (Webinar) (WX13924)*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. |
| 2/27/2020 | 3:30 - 5:30 p.m. | Online | 2 CPE | Add |
| Cybersecurity Disruption: What CPAs Need to Know (Webinar) (WX13925)*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. |
| 3/24/2020 | 8:30 - 10:30 a.m. | Online | 2 CPE | Add |
| Data Analytics & Business Intelligence: What You Should Know (Webinar) (WX12272)The key topics that will be covered in this course include:*Understanding key concepts and nomenclature related to data analytics and BI*Review of practical applications for Auditors, CFOs & Controllers*Powerful and popular data analytic and BI tools*Dashboards - the new reporting model*A real-life case study from start to finish |
| 3/16/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Debt or Equity: Which Will Your Organization Need Next? (Webinar) (WX12849)*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 |
| 3/12/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| Defective Compensation Systems: When Bonuses and Incentives Go Bad (Webinar) (WX13456)Using real cases, learn how several typical compensation systems cause employees and management to behave in a manner that has an adverse effect on the entity's best interest, resulting in control, financial reporting and auditing risks.*Government risk - Policing for 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 |
| 2/25/2020 | 3 - 5 p.m. | Online | 2 CPE | Add |
| Defective Compensation Systems: When Bonuses and Incentives Go Bad (Webinar) (WX13457)Using real cases, learn how several typical compensation systems cause employees and management to behave in a manner that has an adverse effect on the entity's best interest, resulting in control, financial reporting and auditing risks.*Government risk - Policing for 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 |
| 3/20/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| Detecting and Preventing T&E Fraud (Webinar) (WX13618)Goldman will show you:*7 common types of expense reimbursement fraud *3 red flags of T&E fraud*2 best T&E fraud detection methods*Who the biggest T&E thief usually is |
| 3/10/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| Don't Let Conflict Derail your Relationships (Webinar) (WX13688)*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 |
| 3/18/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Don't Let Your Schedule Get Away From You (Webinar) (WX13700)*Identify your own particular time wasters and adopt strategies for eliminating 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 |
| 3/23/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| New Dream Wide Awake: Overcoming What Limits You in Life! (Webinar) (WX12958)*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 |
| 3/30/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| Effective Networking: Take Control of Your Career (Webinar) (WX12897)*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 |
| 3/13/2020 | 8 - 9 a.m. | Online | 1 CPE | Add |
| Emotional Intelligence: The Critical Factor in Success (Webinar) (WX12825)*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 |
| 3/30/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| Entertainment & Parking Expenses: Coping with the New Rules (Webinar) (WX13043)*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 |
| 3/26/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Ethics and Opportunities of Voice-Enabled Digital Assistants (Webinar) (WX13260)*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 |
| 3/2/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics and Unbilled Taxes: The Auditor's Untold Story (Webinar) (WX13881)*Reviewing Financial Statements with Management*Rules Regarding Subordination of Judgement*Properly Handling Correction of Errors and Prior Period Adjustments*Assessing Risks of Material Misstatements*Other Materiality Issues |
| 2/26/2020 | 9:30 - 11:30 a.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics and Unbilled Taxes: The Auditor's Untold Story (Webinar) (WX13882)*Reviewing Financial Statements with Management*Rules Regarding Subordination of Judgement*Properly Handling Correction of Errors and Prior Period Adjustments*Assessing Risks of Material Misstatements*Other Materiality Issues |
| 3/20/2020 | 12 - 2 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (WX13847)*Risks Associated with Social Media*Sections of the AICPA Code of Professional Conduct That Might Be Violated Using Social Media*Case Study Discussions |
| 3/19/2020 | 12 - 2 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics Interview: Heinz Ickert CFE Exposes CPA's Misconduct (Webinar) (WX13520)Ickert will discuss some examples of ethical violations he discovered, including:*A CPA who acted as an escrow agent and diverted $40 million. *A CPA and church CFO convicted of diverting embezzlement and tax evasion *An unregistered CPA auditing hospitality establishments who failed to comply with CPE requirements*The CPA who wasn't.. *CPAs, from sole practitioners to Big-4 partners, who thought they were independent |
| 3/24/2020 | 3 - 5 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: CFOs and Controllers Who Lost Their CPA License (Webinar) (WX13494)By analyzing the stories of five CFOs and controllers who risked it all and lost, learn how to manage the multitude of conflicting pressures that can lead you to compromise and lose your license. Auditors will learn the red flags of CFO and controller fraud.*Controller embezzles $200,000+ from non-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 |
| 2/27/2020 | 9 - 11 a.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: CFOs and Controllers Who Lost Their CPA License (Webinar) (WX13495)By analyzing the stories of five CFOs and controllers who risked it all and lost, learn how to manage the multitude of conflicting pressures that can lead you to compromise and lose your license. Auditors will learn the red flags of CFO and controller fraud.*Controller embezzles $200,000+ from non-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 |
| 3/23/2020 | 2:30 - 4:30 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: Crazy Eddie CFO and Ex-CPA Sam Antar Shows You How He Cooked the Books (Webinar) (WX13663)*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. |
| 3/11/2020 | 12 - 2 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: Ex-Felon Controller Shares His Journey to CPA (Webinar) (WX13545)*Why he accepted assurances that everything was 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 |
| 3/6/2020 | 2 - 4 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: Green Reporting and Corporate Social Responsibility (Webinar) (WX13211)*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 |
| 2/28/2020 | 12 - 2 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: Green Reporting and Corporate Social Responsibility (Webinar) (WX13212)*Introduction: what is social and human capital?*Key definitions*Measurements and disclosures*Motivations*Compliance*Enforcement*Leading sustainability accounting reporting frameworks *Practical examples*Key resources, tools, and communities |
| 3/24/2020 | 12:30 - 2:30 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: IRS Tax Advocate Service for Accountants (Webinar) (WX13236)*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) |
| 3/5/2020 | 9 - 11 a.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: 10 CPAs Behaving Badly (Webinar) (WX14176)A discussion of actual cases resulting in actual CPAs losing their licenses to practice, including:*CPA hires hit man.*Partner sleeps then goes to prison.*CPA school controller goes to prison.*CPA sentenced for $8 million Ponzi scheme. |
| 3/31/2020 | 11 a.m. - 3 p.m. | Online | 4 CPE / 4 Ethics | Add |
| Ethics: AICPA Code of Professional Conduct (Webinar) (WX14062)*Explanation of the revised Code of Professional Conduct.*Principles of professional conduct.*Compliance with standards.*Contingent fees. |
| 3/10/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: Amy Wilson: How and Why I Stole $350,000 (Webinar) (WX13420)*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 |
| 3/19/2020 | 3 - 5 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: CPAs' Recent Illegal and Discreditable Acts (Webinar) (WX13481)Get the inside details on these ethics cases:*CPA volunteer non-profit treasurer steals $60,000*CPA indicted in murder-for-hire plot*CPA arrested for falsifying insurance applications*CPA sentenced for tax fraud*Small town CPA's investment kickback scheme*CPA threatened over shark 'attack'*Partners uncover Office PIC and CFE stealing *CFO..'From Day One, I knew I'd just crossed a line.'*CPA launders drug and gambling money*CPA guilty of attempted murder...of ex-boss*CPA steals from pro ball team and a client fighting cancer *Sole practitioner CPA fund administrator convicted of $40 million Ponzi scheme*Regulator steals confidential info to help CPA firm |
| 3/30/2020 | 9 a.m. - 1 p.m. | Online | 4 CPE / 4 Ethics | Add |
| Ethics: Every Choice Has a Consequence (Webinar) (WX13445)*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. |
| 3/27/2020 | 1:30 - 3:30 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: IRS and Global Tax Enforcement for Accountants (Webinar) (WX13224)*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 |
| 3/12/2020 | 12 - 2 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (WX13333)*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 |
| 2/25/2020 | 12 - 2 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (WX13334)*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 |
| 3/17/2020 | 1 - 3 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: IRS Criminal Investigations: Key Lessons for Accountants (Webinar) (WX13347)*Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*New England*Middle Atlantic*East *North*Central*West *North Central*South Atlantic*East South *Central West *South Central*Mountain*Pacific*How accountants can add value to their operations by aiding law enforcement and fighting economic crime |
| 3/16/2020 | 1:30 - 3:30 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: IRS Techniques & Process for Criminal Investigations (Webinar) (WX13248)*Criminal Investigation Mission and Strategies*Investigative Techniques*Investigative Process*Trial and Court Related Activities*Asset Seizure and Forfeiture*Scheme Development*Criminal Investigation Management Information System (CIMIS)*Administrative Databases and Software*Fiscal and Personnel Matters*Administrative and Recordkeeping Matters*Key Lessons for Accountants |
| 3/9/2020 | 12 - 2 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: What a CPA in Business & Industry Needs to Know (Webinar) (WX13833)*Ethics for Members in Business: Why Bother?
*Re-Introducing the AICPA Code of Professional Conduct
*The Basic Ethics Rules for Members in Business
*The Conceptual Framework: Avoiding the Risk of Noncompliance
*Case Analysis: Members in Business |
| 3/30/2020 | 2 - 4 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: What a CPA in Public Practice Needs to Know (Webinar) (WX13870)*Ethics for Members in Public Practice: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Eleven Rules for Members in Public Practice*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Discussions: Members in Public Practice |
| 3/18/2020 | 2 - 4 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Ethics: When CPAs Make the Headlines (Webinar) (WX14152)*A deep discussion of actual fraud and unethical cases involving CPAs
*A managing partner who lost everything he worked for in one hour
*How false sign-off of work can cost you your license
*How the compensation and control system brought down a CPA firm
*Common immaterial amounts that are material ethics violations
*How CPAs can be independent in fact, but not to a jury
*How "willful blindness" can cost you your CPA license
*Examples of CFOs and CEOs fired for unethical behavior that didn't involve money |
| 3/26/2020 | 8 a.m. - 12 p.m. | Online | 4 CPE / 4 Ethics | Add |
| Excel: Working with Text, Date & Time Functions & Formulas (Webinar) (WX12573)The major topics that will be covered in this class include:*Using Text functions to join and separate text entries*Inserting Text functions to work with imported data*Perform date and time calculations with the Date & Time functions |
| 3/3/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| Excel: Advanced Financial and Statistical Calculations (Webinar) (WX12599)The major topics that will be covered in this class include:*Financial functions best practices for creating amortization schedules and calculating annual interest payments*Calculating & summarizing data with SUMIF and SUBTOTAL functions *Statistical functions used to analyze data |
| 3/3/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Excel: Advanced Spreadsheet Troubleshooting Techniques (Webinar) (WX12612)The major topics that will be covered in this class include:*Learning the art of nesting formulas*Techniques to troubleshoot complex formulas *Review of the 9 built-in error checking options*Techniques to resolve rounding errors |
| 3/20/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Excel: Auditing Your Spreadsheets for Maximum Accuracy (Webinar) (WX12628)The major topics that will be covered in this class include:*Proofing techniques*Excel Auditing Tools*Using the Data Validation feature*Techniques to cross-foot and validate your spreadsheets |
| 3/23/2020 | 12:30 - 2:30 p.m. | Online | 2 CPE | Add |
| Excel: Best Practices Before Final Save (Webinar) (WX12665)The major topics that will be covered in this class include:*Choose cell formatting options *Apply custom cell styles *Identify and understand the benefits of conditional formatting options *Navigate throughout the Page Layout tab*Utilize all of the print dialogue options *Tips and techniques for printing your spreadsheets efficiently *Best techniques to print multiple spreadsheets with a consistent format *Embed Excel ranges into Word documents to ensure your reports are complete and less prone to transposition errors *Utilize Adobe Acrobat conversion utility to transfer spreadsheets to PDF format |
| 3/24/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| Excel Bootcamp: Building Great Spreadsheets (Webinar) (WX12097)The key topics that will be covered in this course include:*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 |
| 2/26/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Excel Bootcamp: Building Great Spreadsheets (Webinar) (WX12098)The key topics that will be covered in this course include:*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 |
| 3/25/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Excel: Building Powerful Lookup & Reference Formulas (Webinar) (WX12587)The major topics that will be covered in this class include:*Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions *Speeding up worksheet creation with the INDIRECT function *Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) *Using ERROR checking functions |
| 3/4/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| Excel: Create KPI Dashboards for Maximum Impact (Webinar) (WX12653)The major topics that will be covered in this class include:*Dashboard design guidelines*Setting up a Data Model*Creating calculated fields and columns*Creating KPIs*Adding a linked table to the data model*Creating PivotTables and PivotCharts*Adding Power View visualizations*Reviewing the completed dashboard |
| 3/2/2020 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | Add |
| Excel: Designing Your Spreadsheets for Maximum Efficiency (Webinar) (WX12534)The major topics that will be covered in this class include:*Excel and its user interface *Basic tasks (fill command, range selection, quick entry)*Creating formulas (absolute/relative reference, copying & pasting, auto-complete) |
| 3/20/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Excel: Feature Review in 100 minutes (Webinar) (WX12704)The major topics that will be covered in this class include:*Review of Excel's features and functions*Walk-through of Excel's ribbons *What the Excel features and functions can do for you |
| 3/5/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Excel: Format Your Spreadsheets for Maximum Impact (Webinar) (WX12545)The major topics that will be covered in this class include:*Create a Default layout (Workbook, sheets, settings)*Using quick formatting tools (Cell Styles, copy & pasting, cell formats)*Printing your spreadsheets (page layout, printing to paper and PDF)*Group mode*Using and creating templates |
| 2/28/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Excel: Format Your Spreadsheets for Maximum Impact (Webinar) (WX12546)The major topics that will be covered in this class include:*Create a Default layout (Workbook, sheets, settings)*Using quick formatting tools (Cell Styles, copy & pasting, cell formats)*Printing your spreadsheets (page layout, printing to paper and PDF)*Group mode*Using and creating templates |
| 3/31/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Excel: From a Blank Sheet to a Finished Workbook (Webinar) (WX12691)The major topics that will be covered in this class include:*Best practices for creating a report in Excel*Getting data into Excel*Techniques to efficiently create reports in Excel*Using PivotTables to create interactive reports in Excel |
| 3/4/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| Excel: Functions and Formula Shootout (Webinar) (WX12679)The major topics that will be covered in this class include:*Review of formula creation best practices*Demonstration of various Excel functions to enhance calculations*Using Excel functions to perform advanced calculations |
| 3/16/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Excel -- Two Must Know Features: Defined Names & Tables (Webinar) (WX12560)The major topics that will be covered in this class include:*Using Defined Names in formula creation*Learning how Defined Names can lead to more accurate spreadsheets*Structured calculations in Excel Tables |
| 3/18/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Excel: Using Charts for a Non-Financial Audience (Webinar) (WX12641)The major topics that will be covered in this class include:*Selecting the right chart type *Creating dynamic charts*Choosing data to display as a chart *Customizing charts with all the various chart options *Printing and sharing your charts |
| 3/13/2020 | 8:30 - 10:30 a.m. | Online | 2 CPE | Add |
| Expensing and Depreciating Business Assets (Webinar) (WX14180)*2017 tax legislation and developments related to capitalization and depreciation.*Section 179, including 2019 inflation adjustment.*Section 168(k) 100% bonus deduction.*Depreciation of automobiles, including new luxury auto limits.*ADS depreciation for electing farm and real estate business.*Update on recent developments. |
| 3/16/2020 | 8:30 - 10:30 a.m. | Online | 2 CPE | Add |
| FASB's New Lease Accounting Standard (Webinar) (WX13995)*What is a "lease"?*Recognition and measurement of lease assets and liabilities.*Impact on lessors and lessees.*Disclosures and transition rules.*Effective dates. |
| 3/12/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| FASB's Revenue Recognition Topic 606 (Webinar) (WX14012)*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. |
| 3/3/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Fiduciary Accounting for Estates and Trusts (Webinar) (WX13978)*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. |
| 3/9/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Financial and Tax Accounting for S Corporations (Webinar) (WX14133)*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. |
| 3/4/2020 | 9 a.m. - 1 p.m. | Online | 4 CPE | Add |
| Financial Accounting for Related Party Transactions (Webinar) (WX12973)*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. |
| 3/9/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| Financial and Tax Accounting for Partnerships and LLCs (Webinar) (WX14118)*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. |
| 2/27/2020 | 11 a.m. - 3 p.m. | Online | 4 CPE | Add |
| Financial and Tax Accounting for Partnerships and LLCs (Webinar) (WX14119)*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. |
| 3/24/2020 | 12 - 4 p.m. | Online | 4 CPE | Add |
| Fixing Your Chart of Accounts (Webinar) (WX12910)*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 |
| 3/18/2020 | 8 - 9 a.m. | Online | 1 CPE | Add |
| New Foreign Corrupt Practices Act: Practical Compliance (Webinar) (WX12765)*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 |
| 3/27/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| Google Business Tools for Accountants (Webinar) (WX13272)*Communication and Publishing *Mobile*Advertising *Online Commerce*Mapping*Webmaster and Cloud Computing *Entrepreneurship*Corporate Social Responsibility*Help Networks |
| 3/5/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Google Forms for Accountants (Webinar) (WX13297)*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 |
| 3/4/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Google Location Intelligence Tools for Accountants (Webinar) (WX13308)*How Google Collects its Location Data*Google My Business*Google Maps *Google Streetview*Google Earth*Google MyMaps *Google Tour Builder*Google Indoor Maps*Google Trends*Google Market Finder*Google Analytics*Google Spreadsheet Maps*Google Transit*Google Flights*Google Hotel Metasearch*Google Trips*Google Local Guides *Google Fusion Tables*Google Maps APIs |
| 2/28/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Google Location Intelligence Tools for Accountants (Webinar) (WX13309)*How Google Collects its Location Data*Google My Business*Google Maps *Google Streetview*Google Earth*Google MyMaps *Google Tour Builder*Google Indoor Maps*Google Trends*Google Market Finder*Google Analytics*Google Spreadsheet Maps*Google Transit*Google Flights*Google Hotel Metasearch*Google Trips*Google Local Guides *Google Fusion Tables*Google Maps APIs |
| 3/26/2020 | 3 - 5 p.m. | Online | 2 CPE | Add |
| Government Fraud & Abuse: How Reporters Find It Before Auditors (Webinar) (WX13532)CPAs can protect themselves by learning how to think about risk from a business perspective. Sallah will share how he investigated 5 fascinating fraud cases:*Allen Stanford's $7 billion offshore banking Ponzi scheme and the lawsuit against the auditors*Martin Frankel, the fugitive financier who looted insurance companies of $200 million*David Mobley, the Florida hedge fund manager who fleeced investors of $75 million*George Theodule, the affinity fraud artist who stole millions from South Florida's Haitian community*Florida mortgage fraud: a case study in why CPAs cannot rely on regulators |
| 3/12/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| Government Fraud Investigator: War Stories from the Trenches (Webinar) (WX13469)*This course covers the definition of fraud, red flags of fraud, and techniques that you can easily apply to prevent and detect more fraud. Daniel will take you through the methodologies his department used to investigate actual cases. *The city finance director's check swap scheme*The city clerk's fraudulent disbursement scheme*The utility district manager's credit card scheme*The utility district manager's petty cash and collections schemes*The city clerk's payroll scheme |
| 3/30/2020 | 3 - 5 p.m. | Online | 2 CPE | Add |
| Guide to 1041 Preparation of Estates and Trusts (Webinar) (WX14030)*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 |
| 3/6/2020 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | Add |
| Guide to Cyber Security Planning (Webinar) (WX13284)*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 |
| 3/27/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| How Technology is Impacting the Accounting Profession (Webinar) (WX13320)* 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 |
| 2/26/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| How Technology is Impacting the Accounting Profession (Webinar) (WX13321)* 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 |
| 3/31/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Internet of Things for Accountants (Webinar) (WX13371)*What is the Internet of Things (IoT)? *Leading IoT Case Studies*IoT Economic Impacts*How IoT Will Impact Accountants*Structured vs. Unstructured Data: The New Accounting Frontier*Leading IoT Challenges and Risks*Emerging IoT Business Models for Accountants*How to Monetize IoT*IoT Starter Strategy for CPAs |
| 3/24/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| IRS Internet Resources for Accountants (Webinar) (WX13359)*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 |
| 3/19/2020 | 9:30 - 11:30 a.m. | Online | 2 CPE | Add |
| Leadership Skills for Peak Performance in 21st Century (Webinar) (WX13711)*Give feedback to get desired results*Build self-confidence*Communicate powerfully *Develop others*Engage your employees by understanding their personal motivators*Lead through periods of change |
| 2/25/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Leadership Skills for Peak Performance in 21st Century (Webinar) (WX13712)*Give feedback to get desired results*Build self-confidence*Communicate powerfully *Develop others*Engage your employees by understanding their personal motivators*Lead through periods of change |
| 3/19/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| New Making Internal Audit an Asset for the CFO (Webinar) (WX12777)*Developing finance personnel *Broadening finance staff assignments *Creating guest auditor rotations to develop and share best practices*Improving operational auditing*Enhancing compliance auditing*Creating third party auditing process to ensure outsourced risk is managed*Driving a culture of control |
| 3/27/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| Making the Transition to Advisory Services (Webinar) (WX12434)*Opportunities for advisory services.*Types of advisory services.*Value pricing |
| 2/26/2020 | 3:30 - 5:30 p.m. | Online | 2 CPE | Add |
| Mastering the Outlook / Office 365 Calendar App (Webinar) (WX12205)*Understanding the relationship between the Outlook and Office 365 Calendar app*Creating and managing appointments from A to Z*Managing multiple calendars*Sharing calendars and permission settings*Importing calendars from web sites and other sources*Setting up calendars in SharePoint Online*Synchronizing SharePoint Calendars with Outlook |
| 3/9/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| Mastering the Outlook / Office 365 Mail App (Webinar) (WX12218)*Understanding the relationship between the Outlook desktop and Office 365 online Mail app*Deep dive review of all the online Mail app features from A to Z: searching, organizing, automating, archiving and more*Setting up a site specific mailbox in SharePoint*Introduction to the eDiscovery feature in Office 365 |
| 3/18/2020 | 8 - 11 a.m. | Online | 3 CPE | Add |
| Mastering the Outlook / Office 365 People App (Webinar) (WX12412)*Understanding the relationship between the Outlook and Office 365 apps*Creating and managing contacts in the People app from A to Z*Organizing your contacts and creating groups for maximum efficiency*Tagging files to your contacts for quick retrieval*Review the integration between the People app and Skype for Business*Capturing all of your contact communications with the People and OneNote apps*Synchronizing your People app contacts with SharePoint sites |
| 3/16/2020 | 2:30 - 4:30 p.m. | Online | 2 CPE | Add |
| Mastering the Outlook / Office 365 Tasks App (Webinar) (WX12503)*Review of the relationship between the Outlook and Office 365 Task apps*Differences between "tasks" and "to dos"*Deep dive review of the task management features from A to Z*Calendar App integration*Integrate with OneNote *Assigning tasks to others |
| 2/26/2020 | 8:30 - 10:30 a.m. | Online | 2 CPE | Add |
| Mixed Reality for Accountants (Webinar) (WX13382)*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 |
| 2/25/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| Mixed Reality for Accountants (Webinar) (WX13383)*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 |
| 3/25/2020 | 12:30 - 2:30 p.m. | Online | 2 CPE | Add |
| New Motivating the Right Way: Get the Most From Your Staff! (Webinar) (WX12836)*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. |
| 2/28/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| New Motivating the Right Way: Get the Most From Your Staff! (Webinar) (WX12837)*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. |
| 3/20/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| Next Step Blockchain: Regulations & Trends CPAs Need to Know (Webinar) (WX13938)*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. |
| 3/26/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Nonprofit Taxation: Understanding the New Rules (Webinar) (WX13111)*Recent tax legislation and developments related to non-profit entities such as charities, hospitals, universities and other non-profits*A discussion of the basics of unrelated business income tax*Excise tax on salaries exceeding $1 million*Denial of fringe benefits and taxation of their value as UBIT*Separating businesses for purposes of UBIT*Excess parachute payments*Tax on endowment funds |
| 2/25/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| Nonprofit Taxation: Understanding the New Rules (Webinar) (WX13112)*Recent tax legislation and developments related to non-profit entities such as charities, hospitals, universities and other non-profits*A discussion of the basics of unrelated business income tax*Excise tax on salaries exceeding $1 million*Denial of fringe benefits and taxation of their value as UBIT*Separating businesses for purposes of UBIT*Excess parachute payments*Tax on endowment funds |
| 3/17/2020 | 8:30 - 10:30 a.m. | Online | 2 CPE | Add |
| Non-Profit Update: A&A Risks for Controllers and Auditors (Webinar) (WX13557)*Convention and Visitor Bureau CFO pleads guilty
*Ranking services revise standards risking non-profits' ability to raise donations
*Detailed analysis of malpractice claims of non-profit engagements
*11 questions to assess non-profit risk
*How a fake charity stole millions
*Firm quality control requirements
*Risks of profit incentives in non-profit work
*3 ways to be indispensable at a non-profit
*New survey details risks of being a non-profit board member
*Broker stole $50 million from non-profits and schools |
| 3/26/2020 | 12:30 - 2:30 p.m. | Online | 2 CPE | Add |
| Office 365: Improving Collaboration Using the Teams App (Webinar) (WX12192)The key topics that will be covered in this course include: *An introduction into Microsoft Teams in Office 365*A deep dive review of how to setup Teams*Examples of how organizations can use Teams*A review of how to manage Teams |
| 3/16/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Office 365: Ready, Set, Go! - Developing Your Strategy (Webinar) (WX12170)*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 |
| 3/12/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Office 365: Take Your Office on the Road With Mobile Apps (Webinar) (WX12180)*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 |
| 3/10/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Office 365: The Power of the Admin Center (Webinar) (WX12201)*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 |
| 2/28/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Office 365: Unleash the Power in Your Organization (Webinar) (WX12127)The key topics that will be covered in this course include: *Comprehensive review of all that Office 365 offers*What you need to know before you subscribe*Application lightning round, reviewing all the Office 365 apps and what they are used for with examples*Tips for developing your Office 365 deployment strategy including transition planning, specifically:*Purchasing Office 365 subscriptions*Email (setup & transition)*OneDrive (setup & transition)*Using OneDrive within apps*SharePoint*Skype |
| 3/13/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Office 365: What You Need to Know Before You Subscribe (Webinar) (WX12139)*Overview of the Office 365 ecosystem*The strategic impact of Office 365*Understanding the impact of Office 365 on your Office desktop software licensing*Overview of all of the Office 365 cloud applications*Review of the alternative Office 365 subscription plans*Configuration worksheet for selecting the appropriate combination of subscription plans*Review of Office 365 frequently asked questions |
| 3/3/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Office 365 Ecosystem: How to Start Using Your Subscription (Webinar) (WX12149)*What you need to know about your Office 365 account sign-in procedures*The difference between your Windows account and Office 365 account*Establishing your profile*Managing a business and personal Office 365 account*Realizing the differences between the desktop, cloud and mobile apps*Understanding your Office 365 settings*Installing the Office 365 desktop apps*Signing into Office 365 from the Office apps: Excel, Word, PowerPoint, Outlook*Understanding the relationship between OneDrive, SharePoint and the Office apps*Mastering the file sharing permissions |
| 3/3/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| Office 365 SharePoint: Site Administration and Security (Webinar) (WX12486)*Establishing basic settings*Customizing site libraries and lists*Configuring user alerts and RSS feeds*Setting up users and groups*Managing site and app permissions*Understanding site collection settings |
| 3/10/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Office 365 SharePoint: What It Is and How To Use It (Webinar) (WX12474)*Overview of SharePoint Online*Understanding and set up SharePoint sites*Establish internal and external document libraries for online collaboration*Create customized lists to track important data*Use task lists and site calendars to manage projects*Manage the look of your sites with templates and styles |
| 3/3/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| OneDrive: File Sharing and Collaboration in the Cloud (Webinar) (WX12240)*A deep dive review of how to create and share files in OneDrive for Business*How file versioning works in OneDrive*Simultaneous editing of Excel, Word and PowerPoint files in OneDrive*When to use OneDrive vs. SharePoint for file storage and collaboration*Creating and sharing OneNote notebooks in OneDrive |
| 3/25/2020 | 3 - 5 p.m. | Online | 2 CPE | Add |
| OneDrive Cloud Storage: What It Is and How To Use It (Webinar) (WX12230)*Understanding the fundamentals of OneDrive for Business*Navigating the OneDrive interface*Review of the differences between OneDrive and OneDrive for Business*Synchronizing your local storage with OneDrive*Using OneDrive with the MS Office applications*Developing a OneDrive deployment strategy for your organization |
| 3/2/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| OneNote: Mastering Organization of Your Notes & Correspondence (Webinar) (WX12252)*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 |
| 3/31/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Open Book Management: Making it Work in the Real World (Webinar) (WX12921)*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 |
| 2/28/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| Open Book Management: Making it Work in the Real World (Webinar) (WX12922)*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 |
| 3/20/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| Outlook: Manage Your Email With Maximum Efficiency (Webinar) (WX14103)The full range of Outlook email features will be covered including:*Everything you need to know about navigating the Outlook Email application.*Customizing the way you view your inbox*Using Rules and Quick Steps to automate the processing of recurring email messages*Using categories, flags and more to organize your email*Mastering the search tools to find buried emails instantly*Everything you need to know about e-mail folders from A to Z*Review of all the types of information that can be attached to e-mail messages*Setting up your Gmail, Yahoo, AOL and other e-mail services in Outlook*Best practices for archiving your e-mail messages*Using e-mail message templates to streamline sending standard messages*Potpourri of Outlook email tips & tricks |
| 3/24/2020 | 8 a.m. - 12 p.m. | Online | 4 CPE | Add |
| New Outsourcing Relationships: Enjoy Benefits, Avoid Pitfalls (Webinar) (WX12789)*Outsourcing Risks: Inadequate partner familiarity, Lack of training, Insufficient oversight
*Outsourcing Solutions: Effective contracting, Effective diligence, Who owns the outsourced process |
| 3/31/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| Partnerships: How to Calculate the Partner's Basis (Webinar) (WX13077)*Calculation of basis when the entity is formed, including the impact of contributed property.*Explains the use of both "inside" and "outside basis determination.*Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis.*Comprehensive example to illustrate the mechanics of the basis determination process.*Discusses how basis is impacted by distributions of partnership property.*Explanation of how basis is impacted by sale and/or liquidation of the partnership interest. |
| 3/11/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| Payments Fraud: Detect & Prevent Check, ACH and P-Card Schemes (Webinar) (WX13582)*Who commits each major type of payment fraud--focusing on check, ACH and P-Card 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 |
| 3/13/2020 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | Add |
| Payroll Fraud: Detection and Prevention (Webinar) (WX13594)*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 |
| 3/11/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| Performance Auditing Essentials (Webinar) (WX13772)*Why conduct a performance audit*How a performance audit differs from other audits*Standards applicable to performance audits*The audit trifecta*Steps of conducting a performance audit*Contents of a performance audit report including conclusions and findings*Common flaws and hang-ups in performance auditing and how to resolve them |
| 3/11/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Power BI: Advanced Data Analytics with Power Pivot (Webinar) (WX12443)The major topics that will be covered in this class include:*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 process |
| 3/2/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Power BI: Analyze Your Data With Excel Pivot Tables (Webinar) (WX12339)The major topics that will be covered in this class include:*The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts |
| 3/9/2020 | 9 a.m. - 1 p.m. | Online | 4 CPE | Add |
| Power BI: Create Excel Dashboards for Maximum Impact (Webinar) (WX12350)The major topics that will be covered in this class include:*Dashboard design guidelines*Using Excel features to create visuals*Using visuals to create dashboards*Introduce new Power BI tools that enhance visual and dashboard creationThis course is #4 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. |
| 3/11/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Power BI: Go Beyond PivotTables with Power Pivot (Webinar) (WX12372)*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 Pivot |
| 3/17/2020 | 8 a.m. - 12 p.m. | Online | 4 CPE | Add |
| Power BI: Introduction to MS Power BI Tools (Webinar) (WX12316)The major topics that will be covered in this class include:*The challenge of using Excel for Data Analysis*An overview of the various Power BI Tools*An overview of when and why to use each Power BI Tool*A tour of each tools interface |
| 3/6/2020 | 8:30 - 10:30 a.m. | Online | 2 CPE | Add |
| Power BI: Prepare Your Data Efficiently for Excel Analysis (Webinar) (WX12328)The major topics that will be covered in this class include:*Getting data into the correct structure*Data sources that you can access*Working with multiple tables and data sources*Steps to import data for analysis*Introduction to Power Query and Get and Transform |
| 3/6/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (WX12404)The major topics that will be covered in this class include:*A tour of the PowerBI.com interface*Sharing data with Power Pivot and Power BI Desktop*Creating visualizations and turning them into dashboards*Sharing visualizations and dashboards with others |
| 2/27/2020 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | Add |
| Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (WX12405)The major topics that will be covered in this class include:*A tour of the PowerBI.com interface*Sharing data with Power Pivot and Power BI Desktop*Creating visualizations and turning them into dashboards*Sharing visualizations and dashboards with others |
| 3/31/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| Power BI: Use Advanced Calculations with DAX Formulas (Webinar) (WX12383)The major topics that will be covered in this class include:*Review Power Pivot calculations (column calculations vs. measures)*Create advanced DAX formulas*Using a Date / Calendar table for data analysis*The DAX calculation process |
| 3/19/2020 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE | Add |
| Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (WX12393)The major topics that will be covered in this class include:*Tour of the Power BI Desktop interface*Using Power BI Desktop to connect to data sources*Available visualizations in Power BI Desktop*Building interactivity into visualizations |
| 2/25/2020 | 9 a.m. - 1 p.m. | Online | 4 CPE | Add |
| Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (WX12394)The major topics that will be covered in this class include:*Tour of the Power BI Desktop interface*Using Power BI Desktop to connect to data sources*Available visualizations in Power BI Desktop*Building interactivity into visualizations |
| 3/23/2020 | 8 a.m. - 12 p.m. | Online | 4 CPE | Add |
| Power BI: Use Power Query to Transform Your Data (Webinar) (WX12361)The major topics that will be covered in this class include:*Append files*Combine multiple files from a folder*Add custom columns*Unpivot a table*Create a lookup table from a tableThis course is #5 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. |
| 3/12/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| PowerPoint Advanced: Take Presentations From Good to Great (Webinar) (WX12461)The major subjects that will be covered in this course include:*Using slide transitions and animation*Customizing the slide layout, handout and notes masters*Designing your own theme*Inserting Excel charts and data*Integrating audio and video files into your presentation*Useful add-on tools and reference materials |
| 2/27/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| PowerPoint Advanced: Take Presentations From Good to Great (Webinar) (WX12462)The major subjects that will be covered in this course include:*Using slide transitions and animation*Customizing the slide layout, handout and notes masters*Designing your own theme*Inserting Excel charts and data*Integrating audio and video files into your presentation*Useful add-on tools and reference materials |
| 3/19/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| PowerPoint Fundamentals: Create Engaging Presentations (Webinar) (WX12452)The major topics that will be covered in this course include:*Presentation design best practices*Orientation to the PowerPoint features functions*Using templates, themes and slide layouts*Step-by-step guide to designing and creating a presentation*Adding graphics, photos and other objects*Preparing for the delivery of your presentation |
| 3/25/2020 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | Add |
| Presentation Skills for Accountants and Auditors (Webinar) (WX13784)*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 |
| 3/4/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| Procure-to-Pay Fraud: Detection and Prevention Best Practice (Webinar) (WX13606)*Who commits fraud in each segment of the P2P Cycle and why they do 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 |
| 3/13/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| QuickBooks: Best Practices for Accountants (Webinar) (WX13913)*Understanding and restoring different QuickBooks file types*Working with accountant's copy to ensure changes get back to the client's data file*Using the built in accountant features*Working trial balance*Adjusting entries*Batch reclassify transactions*Selected features of client data review *Using the closing date to keep clients from changing historical transactions*Tracking changes made to closed periods*Using the audit trail feature |
| 3/26/2020 | 8:30 - 10:30 a.m. | Online | 2 CPE | Add |
| Real Estate Professionals, Passive Activity and Section 199A (Webinar) (WX13125)*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 |
| 3/23/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| Real Estate Tax Update (Webinar) (WX14048)*Section 179 for qualified real property.*Section 179 for non-residential roofs, HVAC fire protection and security systems.*Section 163(j) interest expense limitation: electing out; ADS depreciation.*Introduction to opportunity zones.*Updates from the 2017 Tax Cuts and Jobs Act. |
| 3/20/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| New Reasonable Compensation for Management, Tax and Appraisal (Webinar) (WX12060)*The content will cover landmark US Tax Court case law, as well as case law from dissolution of marriage cases. *The multi-factor test and independent investor test will be explored in detail with examples of how each test is employed in practice. |
| 2/24/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| New Reasonable Compensation for Management, Tax and Appraisal (Webinar) (WX12061)*The content will cover landmark US Tax Court case law, as well as case law from dissolution of marriage cases. *The multi-factor test and independent investor test will be explored in detail with examples of how each test is employed in practice. |
| 3/27/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Red Collar Crime: When Clients, Staff and CPAs Turn Violent (Webinar) (WX13640)*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 |
| 2/26/2020 | 2 - 4 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Red Collar Crime: When Clients, Staff and CPAs Turn Violent (Webinar) (WX13641)*10 cases you won't believe actually 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 |
| 3/17/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Revenue Recognition: Risks NOT in the New Standard (Webinar) (WX13651)*Pricing risks
*Legal risks
*Finding revenue of omission
*Risk to revenue from advertising
*Risk from the audit requirement to "understand the entity"
*How even a small amount of revenue is material
*Why customer payment doesn't mean that revenue was legally earned
*How non-financial metrics are a red flag to revenue manipulation
*How to link usually separate analytical procedures to find revenue fraud
*How to use contracts and bank loans to identify revenue risk |
| 3/25/2020 | 1:30 - 3:30 p.m. | Online | 2 CPE | Add |
| Rita Crundwell: Largest Municipal Theft in U.S. History (Webinar) (WX14163)*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 |
| 2/27/2020 | 12 - 4 p.m. | Online | 4 CPE | Add |
| Rita Crundwell: Largest Municipal Theft in U.S. History (Webinar) (WX14164)*A fraud so outrageous, it's a 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 |
| 3/24/2020 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE | Add |
| Robotic Process Automation (RPA) for Accountants (Webinar) (WX13395)*RPA overview*Technology pros and cons*Implications for the accounting profession*Case studies *Leading vendors *Lessons learned to date*Key resources and communities online *Starter strategy for accountants |
| 3/31/2020 | 3 - 5 p.m. | Online | 2 CPE | Add |
| S Corporations: How to Calculate the Shareholder's Basis (Webinar) (WX13140)*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. |
| 3/16/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (WX13155)*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 |
| 3/3/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| Single Audit Primer and Update (Webinar) (WX13796)In this course, we will cover the essential differences between OMB Circular A-133 and the new Uniform Grant Guidance as well as the differences between a financial audit and a Single Audit. |
| 3/23/2020 | 8:30 - 10:30 a.m. | Online | 2 CPE | Add |
| Smart Contracts for Accountants (Webinar) (WX13407)*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 |
| 3/17/2020 | 9:30 - 11:30 a.m. | Online | 2 CPE | Add |
| Succession Planning and Knowledge Capture/Transfer (Webinar) (WX13901)*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 |
| 2/26/2020 | 12:30 - 1:30 p.m. | Online | 1 CPE | Add |
| Succession Planning and Knowledge Capture/Transfer (Webinar) (WX13902)*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 |
| 3/27/2020 | 12 - 1 p.m. | Online | 1 CPE | Add |
| New The Cannabis Industry: Business & Intellectual Appraisal (Webinar) (WX12032)The course will cover reporting on appraisal matters, finding and screening appraisers and professional standards. Costs and timelines for appraisal projects will be covered.The content will provide an overview of the cannabis industry and unique issues that confront valuators in this industry. Attendees will be provided a discount on The Cannabis Industry Accounting and Appraisal Guide, published in July 2018 by the course instructor. This book includes 220 pages of information for owners, operators, investors and advisors in the cannabis industry on IRC 280E, cannabis industry bookkeeping, risk assessment, landmark case law and appraisal matters. |
| 3/9/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| New The Cannabis Industry: Lessons Learned from Colorado (Webinar) (WX12047)*This two hour module will provide details on cannabis industry accounting nuances and challenges, income taxation strategies, choice of entity considerations and differences in license types. The content will also provide an in depth discussion of how cannabis enterprises and related intellectual property are valued. |
| 3/30/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| The Flow Through Entities Deduction: Review and Update (Webinar) (WX13062)*A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate and other investments*How to calculate the tax savings*Differing impact on the sole proprietorship, partnerships and S Corporations*Availability of the deduction for trusts and other entities*Forms reporting |
| 3/19/2020 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | Add |
| The GAO's Green Book: Internal Controls (Webinar) (WX13748)*Purpose of the Green Book*Overview of contents*Maturity scale for internal controls*Application of the five elements of internal control to a case study |
| 3/4/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Understanding the New Partnership Audit Rules (Webinar) (WX14077)*Repeal of TEFRA Unified Audit Rules.*Overview of new regime.*Effective dates.*Proposed, temporary and final regulations.*Electing in early - NEW Form 7036.*Partnership representative designation and powers.*Electing out of the new rules.*Push out election. |
| 3/5/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| New Vendor Fraud: Protecting Against a Growing Threat (Webinar) (WX13630)*External and internal vendor and AP 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 |
| 3/17/2020 | 3 - 5 p.m. | Online | 2 CPE | Add |
| What You Need to Know to Audit Government Programs (Webinar) (WX13760)*Uniform Grant Guidance*Significant GAO standards - the yellow book and the green book*Single audit requirements*Grant terms and resources*Five elements of a finding |
| 3/2/2020 | 8:30 - 10:30 a.m. | Online | 2 CPE | Add |
| Windows 10: A Primer (Webinar) (WX12109)*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 |
| 3/2/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| Word: Learn the Fundamentals (Webinar) (WX12513)This course will include the following topics:*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 |
| 2/24/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| Word: Learn the Fundamentals (Webinar) (WX12514)This course will include the following topics:*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 |
| 3/18/2020 | 1:30 - 3:30 p.m. | Online | 2 CPE | Add |
| Word: To The Next Level With Advanced Features (Webinar) (WX12520)This course will include the following topics:*Styles*Themes*QuickParts*SmartArt*Linking*Table of Contents*Cover Pages*Collaborating*Mail merge |
| 2/25/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| Word: To The Next Level With Advanced Features (Webinar) (WX12521)This course will include the following topics:*Styles*Themes*QuickParts*SmartArt*Linking*Table of Contents*Cover Pages*Collaborating*Mail merge |
| 3/27/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Yellow Book Standards for CPAs in Public Practice (Webinar) (WX13808)*Requirements of the Yellow Book applicable to financial audits and the single audit*Unique requirements of the GAO's Yellow Book that go beyond AICPA standards |
| 3/23/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Yellow Book Standards for Performance Auditors (Webinar) (WX13820)*Requirements of Yellow Book which are applicable to performance audits*Unique requirements of the GAO's Yellow Book |
| 3/11/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Simplifying Security of Online Passwords (Webinar) (WI925681)*Instruction on best practices for maintaining user IDs and passwords *Review password manager programs *Demonstrate how password manager programs can simplify maintenance of user IDs and passwords |
| 3/19/2020 | 12 - 1 p.m. | Online | 1 CPE | Add |
| Using Microsoft OneNote as a MAP Handbook Tool (Webinar) (WI924637)*Overview of the OneNote interface and features set * Establishing a strategy for organizing your notebooks and notes *Linking OneNote to email messages, appointments and calendars *Accessing Excel, Word, PDF and other file types from OneNote * Linking OneNote to do items to Outlook Task Manager * Linking to content in the MAP Handbook *Sharing Notebooks internally and externally *Accessing OneNote from your smartphone and tablet |
| 3/16/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Financial Forecasting: Planning for Success (Webinar) (WI939183)* Overview of the forecasting process *The basic forecasting model * Techniques used to forecast sales * A case analysis on working capital planning * Forecasting the company's capital structure *Projecting the income statement and balance sheet |
| 3/11/2020 | 12 - 4 p.m. | Online | 4 CPE | Add |
| The Digital Office The CPA Technology Toolkit (Webinar) (WI914561)*Overview of the hardware and software tools to provide to your professional staff*Desktop vs. laptop devices and the optimal configuration with today's technology*Deploying multiple monitors*Windows, MS Office, Adobe Acrobat, and more*Leveraging web conference technology*The role of tablets and smartphones |
| 3/3/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Spreadsheet Risk: Can You Eliminate It? (Webinar) (WI916172)*Structural Design *Calculation Formulas |
| 3/4/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Revenue Recognition: Mastering the New FASB Requirements (Webinar) (WI923985)* Background, purpose, and main provisions of new standard * Transition guidance * 5-step process for recognizing revenue *Disclosure requirements *Implementation guidance -- contracts, tax matters, internal controls, IT |
| 3/25/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Social Security and Medicare: Maximizing Retirement Benefits (Webinar) (WI910705)* What Medicare will and will not do * Managing Medicare gaps * Analyzing the wide menu of Social Security benefits * Social Security benefits for workers and families: retirement, survivor, disability and death benefit * Tax impact of social security premiums and benefits * Impact of the 3.8% Medicare surtax on investment income * Recent changes to the Medicare law |
| 3/10/2020 | 8 a.m. - 12 p.m. | Online | 4 CPE | Add |
| Adobe Acrobat: Securing Your PDF Files (Webinar) (WI914447)*Adobe security controls*Document level security and permission controls*Security policies for maximum efficiency and consistency*Encryption of your PDF files*Security controls of file attachments*Adobe security envelope feature*Redaction for content specific encryption*Best practices for developing a document password strategy |
| 3/2/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Sustainability Assurance Engagements (Webinar) (WI908137)*AICPA Attestation Standards *Sustainability*Greenhouse gas (GHG) emissions |
| 3/24/2020 | 12 - 4 p.m. | Online | 4 CPE | Add |
| Integrating Audit Data Analytics into the Audit Process (Webinar) (WI896967)*Audit data analytics*Application of audit data analytics to an audit*Audit data analytics vs. analytical procedures |
| 3/2/2020 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE | Add |
| Documenting Your EBP Audit: What You Need to Know (Webinar) (WI913645)*Audit planning*Toolkit items for an EBP Auditor*Documentation best practices for the statement of net assets available for benefits*Key audit areas in the statement of changes in net assets available for benefits*Participant data and participant accounts |
| 3/11/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (WI926382)*Background, purpose, and main provisions of new standard *Transition guidance *5-step process for recognizing revenue *Disclosure requirements *Implementation guidance -- contracts, tax matters, internal controls, IT |
| 3/10/2020 | 12 - 4 p.m. | Online | 4 CPE | Add |
| Controller's Update: Today's Latest Trends (Webinar) (WI931274)*Economic and Human Resource trends *Best practices to manage working capital *Leading-edge financial management tools and techniques *New issues in treasury management and controllership *Big Data *Current trends in information systems and technology * Current trends in leading and developing staff to increase productivity and profitability |
| 3/9/2020 | 8 a.m. - 12 p.m. | Online | 4 CPE | Add |
| Advanced Defined Contribution Plans Audit Certificate Exam Review (Webinar) (WI928900)*Introduction and background * Planning and general procedures Internal control *Sampling *Net assets available for benefits *Investments *Changes in net assets available for benefit *Plan tax status * ESOPs * Plan mergers, transfers, spin-offs *Terminations *Changes in service provider *Financial statement presentation and disclosures *Audit reports |
| 3/13/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| KPI Dashboards: The New Financial Reporting Model (Webinar) (WI916419)*KPI financial reporting model*Cloud accounting KPI dashboards*Microsoft Excel's new Bl (Business Intelligence) tools*How to integrate KPI dashboards into your financial reporting model |
| 3/5/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| The Changing Role of the Controller: Advancing from Tactical to Strategic (Webinar) (WI932475)*Leadership vs. Management *Business and strategic planning processes *Corporate culture *Lean management techniques and processes *Recruiting, retaining and developing employees *Communications, listening and presentation skills *Managing "up" and how to master it *Business Strategy and the Controller *The need for increased efficiency and the application of Lean techniques *Application of best practices in the Accounting Department |
| 3/10/2020 | 8 a.m. - 12 p.m. | Online | 4 CPE | Add |
| Leases: Mastering the New FASB Requirements (Webinar) (WI905448)*Lessee accounting model*Amortization of the right-of-use asset *Interest on the lease liability*Lessor accounting model *Transfer of risk*Profit recognition *Collectability *Lease classification*Derecognition of the underlying asset*Recognition of lease receivables*Sale and leaseback transactions*Comparison of the requirements of U.S. GAAP and IFRS*Private company considerations*Short-term leases*Purchase options*Variable lease payments |
| 3/10/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (Webinar) (WI937784)*Major financial statement frauds including, among others, sales and other types of revenue, estimates, journal entries, and other accounts * Major misappropriation of asset fraud schemes including skimming, larceny, and additional schemes that occur in inventory, payables, and other accounts * Review of landmark cases where the fraud scheme(s) occurred: - WorldCom, Phar-Mor, McKesson and Robbins, Waste Management, MiniScribe, Stew Leonard, and others |
| 3/9/2020 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE | Add |
| MS PowerPoint: Create Presentations that Engage Your Audience (Webinar) (WI925424)*Presentation design best practices *Orientation to the PowerPoint features functions *Using templates, themes, and slide layouts *Step-by-step guide to designing and creating a presentation *Adding graphics, photos, and other objects *Preparing for the delivery of your presentation |
| 3/24/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Statement of Cash Flows: Preparation, Presentation and Use (Webinar) (WI887391)*Presentation requirements and issues *Operating section options and reporting issues *Cash equivalents examples and issues *Future developments and proposed changes |
| 3/3/2020 | 12 - 4 p.m. | Online | 4 CPE | Add |
| Annual Update for Accountants and Auditors (Webinar) (WI925096)*Recently issued ASUs, including an update on leases, revenue recognition and financial instruments * Current FASB projects *Recent PCAOB guidance *Latest activity from ARSC |
| 3/30/2020 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE | Add |
| Purchasing, Inventory and Cash Disbursements: Common Frauds and Internal Controls (Webinar) (WI924517)*The acquisitions cycle: ordering, receiving, and warehousing *Cash disbursements cycle *Payroll and expense reimbursement frauds *External auditing and forensic investigations: conceptual and procedural differences * Controls and design |
| 3/9/2020 | 1:30 - 5:30 p.m. | Online | 4 CPE | Add |
| MS PowerPoint: Advanced Techniques for Better Presentations (Webinar) (WI935871)*Using slide transitions and animation *Customizing the slide layout, handout and notes masters *Customizing your own theme *Inserting Excel charts and data *Integrating audio and video files into your presentation *Useful add-on tools and reference materials |
| 2/28/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| Accounting and Auditing Update (Webinar) (WCAAAU03)* Review of select AICPA Technical Questions and Answers* Recent changes to revenue recognition, leasing and financial instruments* Compilation and review standards and interpretations (SSARS)* Auditing standards and interpretations (SAS & SSAE) |
| 3/20/2020 | 8:30 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Accounting and Auditing Update (Webinar) (WCAAAU04)* Review of select AICPA Technical Questions and Answers* Recent changes to revenue recognition, leasing and financial instruments* Compilation and review standards and interpretations (SSARS)* Auditing standards and interpretations (SAS & SSAE) |
| 3/20/2020 | 10:30 a.m. - 6 p.m. | Online | 8 CPE | Add |
| Compilations and Reviews: Risks, Procedures and Fraud (Webinar) (WCACR07)* Fraud* Misstatements* Materiality* Revenue recognition* Related parties* Going concern uncertainties* Engagement letters* Documentation and peer review considerations |
| 3/18/2020 | 10:30 a.m. - 6 p.m. | Online | 8 CPE | Add |
| Accountancy Laws, Ethics, Taxes and Financial Reporting Review (Webinar) (WCALET10)*AICPA Code of Professional Conduct
*Fair positions in tax returns
*Ethical issues in tax practice
*Fairness in financial reporting
*Integrity and materiality judgments
*Ethics involving related party, pro forma results and accounting change disclosures |
| 2/26/2020 | 10:30 a.m. - 2 p.m. | Online | 4 CPE / 4 Ethics | Add |
| Accountancy Laws, Ethics, Taxes and Financial Reporting Review (Webinar) (WCALET11)*AICPA Code of Professional Conduct
*Fair positions in tax returns
*Ethical issues in tax practice
*Fairness in financial reporting
*Integrity and materiality judgments
*Ethics involving related party, pro forma results and accounting change disclosures |
| 3/25/2020 | 10:30 a.m. - 2 p.m. | Online | 4 CPE / 4 Ethics | Add |
| Business Writing Series: Planning and Organizing Your Writing (Webinar) (WCBWSP03)* Business writing* Planning writing projects* Project management |
| 2/27/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Communications Skills Training for the CPA (Webinar) (WCCSTR02)* Becoming a stronger communicator* The communication process* Improving oral and written communications* Empathy, ego and needs, personality types and their influence on communications* Case studies to summarize the webinar concepts |
| 3/10/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| New Developing a Leadership vs. "Managership" Approach (Webinar) (WCDLVM03)* Leadership vs. "Managership"* Leadership Techniques and the Diverse Workforce* Traits, Skills, and Style Approach of Leadership* Psychodynamic Leadership Theory and Strategic Leadership Concepts* Principles of Leadership Ethics |
| 3/31/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| New Defining Where and Why Internal Controls are Needed (Webinar) (WCDWCN03)* Control design basics* Areas or segments of an enterprise to control* Controls to reduce risk* Controls to drive operations |
| 3/6/2020 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | Add |
| Preserving Independence and Otherwise Complying with the New AICPA Code of Professional Conduct (Webinar) (WCETFR04)*The revised AICPA Code of Professional Conduct
*Requirements for retaining independence when performing nonattest services for an attest client
*The conceptual framework for evaluating independence when multiple nonattest services are performed for the same client
*Understanding and applying the risk based approach and coceptual framework to evluate compliance with the Code of Conduct and, in particular, the independence requirements
*Nonattest services that may or may not be performed for an attest client and how they affect independence
*Documenting complance with the AICPA Code of Professinal Conduct |
| 3/19/2020 | 10:30 a.m. - 2 p.m. | Online | 4 CPE / 4 Ethics | Add |
| Financial Accounting Standards: A Comprehensive Review (Webinar) (WCFASC02)* Application of professional judgment* Codification, GAAP and the GAAP hierarchy* Recent changes in financial statement presentation & disclosure* Hot Topics in financial reporting & accounting |
| 3/5/2020 | 8:30 a.m. - 4 p.m. | Online | 16 CPE | Add |
| Financial Accounting Standards: A Comprehensive Review (Webinar) (WCFASC03)* Application of professional judgment* Codification, GAAP and the GAAP hierarchy* Recent changes in financial statement presentation & disclosure* Hot Topics in financial reporting & accounting |
| 3/5/2020 | 10:30 a.m. - 6 p.m. | Online | 16 CPE | Add |
| Everyday Ethics: Doing Well by Doing Good (Webinar) (WCFERB05)* AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230* Implications of the Sarbanes-Oxley Act of 2002* Recent, relevant cases on accounting profession ethics and professional responsibility* Areas the partner should pay particular attention to* What it means to be a profession and a professional* Ethical frameworks |
| 3/11/2020 | 10:30 a.m. - 2 p.m. | Online | 4 CPE / 4 Ethics | Add |
| Financial Statement Analysis for Managers (Webinar) (WCFNAA02)*Value of DuPont analysis
*Pros/cons of ratio analysis
*Cash flow analysis
*Operating leverage vs. financial leverage
*Effective financial performance measures
*Open balance sheet |
| 2/28/2020 | 10:30 a.m. - 6 p.m. | Online | 8 CPE | Add |
| Financial Statement Analysis (Webinar) (WCFNSA02)*What income statements bring to the table.
*What a statement of cash flows tells us about the management of an organization.
*Interrelationships of the numbers.
*Reading and understanding budget to actual reports.
*Tips and ideas to use in tracking the story of your organization. |
| 2/26/2020 | 8:30 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Financial Statement Analysis (Webinar) (WCFNSA03)*What income statements bring to the table.
*What a statement of cash flows tells us about the management of an organization.
*Interrelationships of the numbers.
*Reading and understanding budget to actual reports.
*Tips and ideas to use in tracking the story of your organization. |
| 2/26/2020 | 10:30 a.m. - 6 p.m. | Online | 8 CPE | Add |
| Fraud: Practical Approaches to Prevention & Detection (Webinar) (WCFPAP04)*Typical fraud schemes for various types of entities
*The characteristics and components of an effective internal control system using the COSO model as a guide
*Profiles of fraud perpetrators and the types of controls most likely to be effective for each
*Designing control procedures to enhance an entity's atmosphere and reduce the likelihood of fraud
*Designing control procedures to address specific fraud schemesProfile of the fraud perpetrator |
| 3/19/2020 | 2:30 - 6 p.m. | Online | 4 CPE | Add |
| Common Frauds and the Internal Controls Designed to Prevent and Detect Them (Webinar) (WCFRAR04)*Typical fraud schemes for various types of entities
*The characteristics and components of an effective internal control system using the COSO model as a guide
*Assessing risk of fraud by management, internal accountants, and internal auditors in order to identify areas where controls need enhancement
*Assessing risk of fraudulent misstatement by independent auditors to allocate more resources and apply more effective audit procedures where most appropriate
*Designing an audit and developing audit programs using a cumulative top-down approach |
| 2/25/2020 | 8:30 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Common Frauds and the Internal Controls Designed to Prevent and Detect Them (Webinar) (WCFRAR05)*Typical fraud schemes for various types of entities
*The characteristics and components of an effective internal control system using the COSO model as a guide
*Assessing risk of fraud by management, internal accountants, and internal auditors in order to identify areas where controls need enhancement
*Assessing risk of fraudulent misstatement by independent auditors to allocate more resources and apply more effective audit procedures where most appropriate
*Designing an audit and developing audit programs using a cumulative top-down approach |
| 2/25/2020 | 10:30 a.m. - 6 p.m. | Online | 8 CPE | Add |
| New Internal Control Creation and Design Concepts (Webinar) (WCICDC03)* Developing a control measure creation process* Organizational controls* Addressing the growing risk related to business technology |
| 3/24/2020 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | Add |
| New International Tax Lunch: Foreign Owners of Domestic Corporations and Preparing Form 5472 (Webinar) (WCTL0301)*Form 5472
*Attribution rules
*Engaged in a U.S. trade or business
*US owner of foreign corporation |
| 3/13/2020 | 2 - 3 p.m. | Online | 1 CPE | Add |
| New K2's Advanced Excel Functions and Formulas (Webinar) (WC2AEF05)*Excel's financial functions
*Excel functions for making conditional calculations
*INDIRECT to make report assembly easier
*GETPIVOTDATA |
| 2/28/2020 | 1 - 2:40 p.m. | Online | 2 CPE | Add |
| New Advanced QuickBooks Tips and Techniques (Webinar) (WC2AQB11)* QuickBooks Statement Writer* QuickBooks Accountants' Copy feature* QuickBooks Client Data Review |
| 3/30/2020 | 8 - 11:30 a.m. | Online | 4 CPE | Add |
| New Advanced QuickBooks Tips and Techniques (Webinar) (WC2AQB12)* QuickBooks Statement Writer* QuickBooks Accountants' Copy feature* QuickBooks Client Data Review |
| 3/30/2020 | 11 a.m. - 2:30 p.m. | Online | 4 CPE | Add |
| New K2's Excel Best Practices (Webinar) (WC2EBP09)* Spreadsheet design* Excel's Table feature* Excel features* Sharing and collaborating with others* Defined Names in Excel* Securing Excel data |
| 3/26/2020 | 7 a.m. - 2:30 p.m. | Online | 8 CPE | Add |
| New K2's Excel Best Practices (Webinar) (WC2EBP10)* Spreadsheet design* Excel's Table feature* Excel features* Sharing and collaborating with others* Defined Names in Excel* Securing Excel data |
| 3/26/2020 | 8 a.m. - 3:30 p.m. | Online | 8 CPE | Add |
| New K2's Excel Financial Modeling Best Practices (Webinar) (WC2EFF05)*Financial models in Excel
*Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses
*Excel's Solver tool
*Formatting techniques to improve the usefulness of reports |
| 3/23/2020 | 1 - 2:40 p.m. | Online | 2 CPE | Add |
| New Excel Financial Reporting and Analysis (Webinar) (WC2EFR09)*Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports
*Report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects and working with Excel-based reports saved as PDF documents
*Excel's default templates and templates for financial reporting and analysis
*Excel features, such as Sorting, Data Tables, Subtotal, Filters and PivotTables
*Consolidating data in Excel |
| 2/26/2020 | 7 a.m. - 2:30 p.m. | Online | 8 CPE | Add |
| New Excel Financial Reporting and Analysis (Webinar) (WC2EFR10)*Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports
*Report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects and working with Excel-based reports saved as PDF documents
*Excel's default templates and templates for financial reporting and analysis
*Excel features, such as Sorting, Data Tables, Subtotal, Filters and PivotTables
*Consolidating data in Excel |
| 2/26/2020 | 8 a.m. - 3:30 p.m. | Online | 8 CPE | Add |
| New K2's Extending the Power of Excel With Useful Add-Ins (Webinar) (WC2EPU05)* Excel Add-ins* Lookup add-in to match inexact data* Benford Analysis* Linear regression using the Analysis ToolPak* Monte Carlo simulation |
| 2/24/2020 | 1 - 2:40 p.m. | Online | 2 CPE | Add |
| New K2's Excel Tables and Data Models: Efficiently Managing, Analyzing & Reporting Your Data (Webinar) (WC2ETD09)* Tables and data models* Power Query* Structured References* Data Analysis Expressions in Data Models* Automatic re-sizing data sources for other objects, including PivotTables and PivotCharts* Power Pivot tools* Slicer filters* Financial reports and data analyses-including PivotTables |
| 3/25/2020 | 7 a.m. - 2:30 p.m. | Online | 8 CPE | Add |
| New K2's Excel Tables and Data Models: Efficiently Managing, Analyzing & Reporting Your Data (Webinar) (WC2ETD10)* Tables and data models* Power Query* Structured References* Data Analysis Expressions in Data Models* Automatic re-sizing data sources for other objects, including PivotTables and PivotCharts* Power Pivot tools* Slicer filters* Financial reports and data analyses-including PivotTables |
| 3/25/2020 | 8 a.m. - 3:30 p.m. | Online | 8 CPE | Add |
| New K2's Excel Tips Tricks and Techniques for Accountants (Webinar) (WC2EXL09)* Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special* Formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting* Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency* Formula building tools* Link data across multiple Excel worksheets and workbooks* Excel-based reports |
| 3/27/2020 | 7 a.m. - 2:30 p.m. | Online | 8 CPE | Add |
| New K2's Excel Tips Tricks and Techniques for Accountants (Webinar) (WC2EXL10)* Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special* Formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting* Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency* Formula building tools* Link data across multiple Excel worksheets and workbooks* Excel-based reports |
| 3/27/2020 | 8 a.m. - 3:30 p.m. | Online | 8 CPE | Add |
| New Advanced Excel Reporting: Best Practices, Tools and Techniques (Webinar) (WC2EXR11)* Import data from external databases* Tables and PivotTables* Excel shortcuts for formatting financial reports* Excel templates to improve reporting productivity |
| 3/30/2020 | 8 - 11:30 a.m. | Online | 4 CPE | Add |
| New Advanced Excel Reporting: Best Practices, Tools and Techniques (Webinar) (WC2EXR12)* Import data from external databases* Tables and PivotTables* Excel shortcuts for formatting financial reports* Excel templates to improve reporting productivity |
| 3/30/2020 | 11 a.m. - 2:30 p.m. | Online | 4 CPE | Add |
| New K2's Filtering The World: Spam, Virus and Malware Protection (Webinar) (WC2FWS05)*Threats to your computer system
*Protection methods |
| 3/23/2020 | 1 - 2:40 p.m. | Online | 2 CPE | Add |
| New K2's Going Virtual: Technologies to Support Remote Team Members (Webinar) (WC2GVT05)*Major Hardware and Software Trends
*Remote Integrations
*Remote Security Risks and Practical Solutions |
| 2/25/2020 | 11 a.m. - 12:40 p.m. | Online | 2 CPE | Add |
| New K2's Improving Communications with Effective Visualizations (Webinar) (WC2ICE05)*Effective Visualizations
*Office Applications
*Interactive Visualizations |
| 2/24/2020 | 1 - 2:40 p.m. | Online | 2 CPE | Add |
| Small-Business Internal Control, Security and Fraud Prevention and Detection (Webinar) (WC2ICS09)* Internal control fundamentals* Fraud in America today* General controls and security measures* Desktop tools for preventing and detecting fraud* Internal control opportunities in small-business accounting software |
| 3/19/2020 | 7 a.m. - 2:30 p.m. | Online | 8 CPE | Add |
| Small-Business Internal Control, Security and Fraud Prevention and Detection (Webinar) (WC2ICS10)* Internal control fundamentals* Fraud in America today* General controls and security measures* Desktop tools for preventing and detecting fraud* Internal control opportunities in small-business accounting software |
| 3/19/2020 | 8 a.m. - 3:30 p.m. | Online | 8 CPE | Add |
| New K2's Microsoft office 365 All the Things You Need to Know (Webinar) (WC2MOS09)* Office 365* Office 365 Applications* Teams and Skype for Business |
| 3/18/2020 | 7 a.m. - 2:30 p.m. | Online | 8 CPE | Add |
| New K2's Microsoft office 365 All the Things You Need to Know (Webinar) (WC2MOS10)* Office 365* Office 365 Applications* Teams and Skype for Business |
| 3/18/2020 | 8 a.m. - 3:30 p.m. | Online | 8 CPE | Add |
| New K2's The Best of the Best: Office Productivity Boosters (Webinar) (WC2OPB05)* Collaboration Tools* Microsoft Office Efficiency Tools* Applications used to Improve Productivity |
| 2/25/2020 | 11 a.m. - 12:40 p.m. | Online | 2 CPE | Add |
| New K2's Implementing Password Management and Data Loss Prevention Tools for Better Security (Webinar) (WC2PID05)*Data Loss Prevention Strategy
*Password Management
*Authentication Controls |
| 3/23/2020 | 11 a.m. - 12:40 p.m. | Online | 2 CPE | Add |
| New K2's Paperless office (Webinar) (WC2PPO09)* Document Management, Records Management and Business Process Management* Paperless environment* Records Retention Policy* Electronic File Cabinet solutions and Document Management solutions* Scanners, storage, memory, operating systems and network considerations* Data backup, disaster recovery |
| 3/24/2020 | 7 a.m. - 2:30 p.m. | Online | 8 CPE | Add |
| New K2's Paperless office (Webinar) (WC2PPO10)* Document Management, Records Management and Business Process Management* Paperless environment* Records Retention Policy* Electronic File Cabinet solutions and Document Management solutions* Scanners, storage, memory, operating systems and network considerations* Data backup, disaster recovery |
| 3/24/2020 | 8 a.m. - 3:30 p.m. | Online | 8 CPE | Add |
| New QuickBooks for Accountants (Webinar) (WC2QBP09)* QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures* Client data files in QuickBooks including converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges, and establishing preferences* QuickBooks Lists, including entering and editing list data, techniques for managing lists, and importing and exporting list data* Exporting reports to Excel* QuickBooks tools to enhance management control, including budgeting and forecasting, depreciating fixed assets, and tracking loans and notes payable |
| 3/20/2020 | 7 a.m. - 2:30 p.m. | Online | 8 CPE | Add |
| New QuickBooks for Accountants (Webinar) (WC2QBP10)* QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures* Client data files in QuickBooks including converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges, and establishing preferences* QuickBooks Lists, including entering and editing list data, techniques for managing lists, and importing and exporting list data* Exporting reports to Excel* QuickBooks tools to enhance management control, including budgeting and forecasting, depreciating fixed assets, and tracking loans and notes payable |
| 3/20/2020 | 8 a.m. - 3:30 p.m. | Online | 8 CPE | Add |
| New K2's Data Analysis With Power Pivot (Webinar) (WC2SPG05)* PivotTables* Power Pivot* Data Models, Data Analysis Expressions and Key Performance Indicators |
| 2/28/2020 | 1 - 2:40 p.m. | Online | 2 CPE | Add |
| New K2's A Scary Ride Through the Dark Web (Webinar) (WC2SRT05)* Dark and deep web* Secure connections* Useful sites on the Dark Web |
| 2/25/2020 | 1 - 2:40 p.m. | Online | 2 CPE | Add |
| New K2's Testing and Auditing Excel Workbooks (Webinar) (WC2TAW09)*Testing and auditing Excel workbooks
*Common spreadsheet errors
*Excel Add-ins to identify spreadsheet errors |
| 2/27/2020 | 8 - 11:30 a.m. | Online | 4 CPE | Add |
| New K2's Testing and Auditing Excel Workbooks (Webinar) (WC2TAW10)*Testing and auditing Excel workbooks
*Common spreadsheet errors
*Excel Add-ins to identify spreadsheet errors |
| 2/27/2020 | 11 a.m. - 2:30 p.m. | Online | 4 CPE | Add |
| New K2's Mastering The Excel Data Model (Webinar) (WC2TDM05)* Excel Data Model* Data Model as a PivotTable data source* PivotTables from data stored in multiple related Tables* Relating Tables in Excel 2013 and 2016* External data sources |
| 2/28/2020 | 1 - 2:40 p.m. | Online | 2 CPE | Add |
| New K2's Top PDF Features You Should Know (Webinar) (WC2TPF09)* PDF documents-including applying bookmarks-to meet specific needs* PDF forms and automate the process of collecting and summarizing form response data* Secure PDF documents and facilitate electronic approvals and signatures* PDF documents to Word and Excel files |
| 2/27/2020 | 8 - 11:30 a.m. | Online | 4 CPE | Add |
| New K2's Top PDF Features You Should Know (Webinar) (WC2TPF10)* PDF documents-including applying bookmarks-to meet specific needs* PDF forms and automate the process of collecting and summarizing form response data* Secure PDF documents and facilitate electronic approvals and signatures* PDF documents to Word and Excel files |
| 2/27/2020 | 11 a.m. - 2:30 p.m. | Online | 4 CPE | Add |
| New Analytical Procedures for Reviews and Audits (Webinar) (WCAAPR03)*Using knowledge of the client and changes to develop expectations, * Knowing when to stop investigating fluctuations, * Selecting the most effective and efficient Aps * Documenting APs |
| 3/12/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| New Disclosure: The Key to Financial Statements (Webinar) (WCADKF05)*Special emphasis is given to common disclosure deficiencies noted in practice, * Recent changes in revenue, leases, subsequent events, going concern, loss contingencies, financial instruments, and fair value, * Risks and uncertainties and accounting policies, * Liabilities--how debt violations impact classification, * Uncertain tax positions, * Accounting changes, error corrections, and other categories in the income statement, * Cash flow statements |
| 3/17/2020 | 8 a.m. - 3:30 p.m. | Online | 8 CPE | Add |
| New Disclosure: The Key to Financial Statements (Webinar) (WCADKF06)*Special emphasis is given to common disclosure deficiencies noted in practice, * Recent changes in revenue, leases, subsequent events, going concern, loss contingencies, financial instruments, and fair value, * Risks and uncertainties and accounting policies, * Liabilities--how debt violations impact classification, * Uncertain tax positions, * Accounting changes, error corrections, and other categories in the income statement, * Cash flow statements |
| 3/17/2020 | 10 a.m. - 5:30 p.m. | Online | 8 CPE | Add |
| New Goodwill and Intangibles (Webinar) (WCAGI203)*Recording goodwill and intangibles, * Testing goodwill and intangibles for impairment, * Disclosing goodwill and intangibles as well as any related impairments |
| 3/20/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| New Nonstatistical Sampling for Efficient Audits (Webinar) (WCANSE03)*Requirements under the risk assessment standards, * Planning nonstatistical procedures, * Sampling when testing controls and when performing substantive tests, * Sampling techniques, * Determining sample sizes, * Use of probability proportional to size sampling, * Sampling error evaluation problems, * Documentation requirements |
| 3/18/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| New An Overview of the SEC's Financial Reporting and Disclosure Requirements (Webinar) (WCASEC05)*Overview of the SEC laws that govern the securities industry, * 10-Q, 10-K and 8-K filings, * Staff Accounting Bulletins (SABs), * SEC disclosure requirements, * Comment letters, * Selected topics from the SEC's Financial Reporting Manual |
| 3/27/2020 | 8 a.m. - 3:30 p.m. | Online | 8 CPE | Add |
| New An Overview of the SEC's Financial Reporting and Disclosure Requirements (Webinar) (WCASEC06)*Overview of the SEC laws that govern the securities industry, * 10-Q, 10-K and 8-K filings, * Staff Accounting Bulletins (SABs), * SEC disclosure requirements, * Comment letters, * Selected topics from the SEC's Financial Reporting Manual |
| 3/27/2020 | 10 a.m. - 5:30 p.m. | Online | 8 CPE | Add |
| New Special Purpose Frameworks (Webinar) (WCASPF05)*When is a presentation a special purpose frameworks or a U.S. GAAP departure, * The AICPA's Financial Reporting Framework for Small- and Medium-Sized Entities, * Common book versus tax differences (updated for the Tax Cuts and Jobs Act of 2017), * Tax basis financials--what to do with non-taxable and non-deductible items, * Disclosure rules for SPFs, * Statement of cash flows in SPFs, * Using special purpose presentations |
| 3/17/2020 | 8 a.m. - 3:30 p.m. | Online | 8 CPE | Add |
| New Special Purpose Frameworks (Webinar) (WCASPF06)*When is a presentation a special purpose frameworks or a U.S. GAAP departure, * The AICPA's Financial Reporting Framework for Small- and Medium-Sized Entities, * Common book versus tax differences (updated for the Tax Cuts and Jobs Act of 2017), * Tax basis financials--what to do with non-taxable and non-deductible items, * Disclosure rules for SPFs, * Statement of cash flows in SPFs, * Using special purpose presentations |
| 3/17/2020 | 10 a.m. - 5:30 p.m. | Online | 8 CPE | Add |
| New Tax Basis and Other Special Purpose Frameworks Presentations (Webinar) (WCASPT03)* What are the most common U.S. GAAP versus tax differences? * Which footnotes can be eliminated in special purpose frameworks presentations? * What does "communicate the substance of U.S. GAAP disclosures" mean under the AICPA interpretation? * Are changes needed to the body of statements when tax basis financials are presented?, * Should tax basis statements include non-taxable and non-deductible items? * Can any financial statements be eliminated in a special purpose frameworks presentation?, * How does the Tax Cuts and Jobs Act of 2017 impact tax basis financial statements?, * What changes in presentation and disclosure are required with regards to the Tax Cuts and Jobs Act of 2017? |
| 3/18/2020 | 10 a.m. - 2 p.m. | Online | 4 CPE | Add |
| New A Look at the COSO Enterprise Risk Management Framework (Webinar) (WCELSE05)* An Overview of COSO ERM Concepts* 2017 ERM Updates |
| 2/25/2020 | 8:30 a.m. - 12 p.m. | Online | 4 CPE | Add |
| New A Look at the COSO Enterprise Risk Management Framework (Webinar) (WCELSE06)* An Overview of COSO ERM Concepts* 2017 ERM Updates |
| 2/25/2020 | 11:30 a.m. - 3 p.m. | Online | 4 CPE | Add |
| New Microsoft Excel: You Don't Know What You Don't Know (Webinar) (WCEMED07)* Excel shortcuts and time savers* Working with templates, formats, styles, and themes* Customizing and enhancing excel* Protecting and securing workbooks* Formula building and the excel function library |
| 3/12/2020 | 8:30 a.m. - 4 p.m. | Online | 8 CPE | Add |
| New Microsoft Excel: You Don't Know What You Don't Know (Webinar) (WCEMED08)* Excel shortcuts and time savers* Working with templates, formats, styles, and themes* Customizing and enhancing excel* Protecting and securing workbooks* Formula building and the excel function library |
| 3/12/2020 | 10:30 a.m. - 6 p.m. | Online | 8 CPE | Add |
| An Overview of the COSO Internal Control Framework (Webinar) (WCEOCC03)* COSO Model Components* Understanding the importance of Control System Structure* An Overview of Control Objectives and Types |
| 3/6/2020 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE | Add |
| An Overview of the COSO Internal Control Framework (Webinar) (WCEOCC04)* COSO Model Components* Understanding the importance of Control System Structure* An Overview of Control Objectives and Types |
| 3/6/2020 | 1:30 - 3:30 p.m. | Online | 2 CPE | Add |
| New Excel PivotTables: Powerful and Not Hard to Use -- Really! (Webinar) (WCFEPT09)*Introducing PivotTables
*Working with Excel tables
*Connecting PivotTables to external data
*Extended PivotTable functionality
*Creating calculations in PivotTables
*Using PowerPivot and creating PivotCharts |
| 3/12/2020 | 8:30 a.m. - 4 p.m. | Online | 8 CPE | Add |
| New Excel PivotTables: Powerful and Not Hard to Use -- Really! (Webinar) (WCFEPT10)*Introducing PivotTables
*Working with Excel tables
*Connecting PivotTables to external data
*Extended PivotTable functionality
*Creating calculations in PivotTables
*Using PowerPivot and creating PivotCharts |
| 3/12/2020 | 10:30 a.m. - 6 p.m. | Online | 8 CPE | Add |
| Leases: Lessee (Topic 842-20) (Webinar) (WCLESE03)* FASB ASC 842-20,Leases:Lessee.* All recently released updates to ASC 842-20,Leases:Lessee. |
| 3/17/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Leases: Lessor & Effective Date and Transition (Topic 842-30) (Webinar) (WCESED03)* FASB ASC 842, Leases* All recently released updates to ASC 842, Leases |
| 3/24/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Leases: Is It A Lease? (Topic 842-10) (Webinar) (WCLESO03)* FASB ASC 842-10, Leases: Overview* All recently released updates to ASC 842-10,Leases: Overview |
| 3/10/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Leases: Topic 842 In Depth (Webinar) (WCLEST04)* FASB ASC 842, Leases* All recently released updates to ASC 842, Leases |
| 3/16/2020 | 8:30 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Leases: Topic 842 In Depth (Webinar) (WCLEST05)* FASB ASC 842, Leases* All recently released updates to ASC 842, Leases |
| 3/16/2020 | 10:30 a.m. - 6 p.m. | Online | 8 CPE | Add |
| Leadership Skills Training (Webinar) (WCLSKT01)* Leadership roadblocks* Leadership vs. managership* Skill-building techniques: communications, negotiations and personal marketing* Leadership in ethics* Psychodynamic leadership theory* Leadership traits, skills and styles |
| 3/24/2020 | 10:30 a.m. - 6 p.m. | Online | 8 CPE | Add |
| Managing Your Time As If It Was Your Money (Webinar) (WCMGTE03)*Time management* Prioritization* Productivity* Self leadership |
| 3/2/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Multi-Task Role of the CFO/Controller (Webinar) (WCMTCF04)*Management skills and techniques; banking and finance; business law; risk management; and human resource issues.
*Role of the internal team trainer.
*Time management, negotiation skills and personal planning. |
| 3/23/2020 | 10:30 a.m. - 6 p.m. | Online | 8 CPE | Add |
| Not-for-Profit Organizations: Treasury Utilizing QuickBooks (Webinar) (WCNPQB03)* Financial statements and reporting* Inflows and Outflows* QuickBooks, including setup, data entry and reporting* Budgets |
| 2/27/2020 | 8:30 a.m. - 4 p.m. | Online | 8 CPE | Add |
| Not-for-Profit Organizations: Treasury Utilizing QuickBooks (Webinar) (WCNPQB04)* Financial statements and reporting* Inflows and Outflows* QuickBooks, including setup, data entry and reporting* Budgets |
| 2/27/2020 | 10:30 a.m. - 6 p.m. | Online | 8 CPE | Add |
| Negotiation Skill Building (Webinar) (WCNSKB02)* Becoming a stronger negotiator.* Negotiation skill building, effective communications, telephone techniques and the negotiation process.* The role of empathy, ego and needs in negotiations. |
| 3/3/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| New Persuasive Writing (Webinar) (WCPERS03)*Persuasive writing
*Business writing
*Practice development
*Marketing |
| 3/13/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Key Ratio Analysis (Webinar) (WCRATI06)*The five-step key financial ratio analysis model and illustrative case studies.
*Cash flow applications, including traditional EBITDA, personal, global or combined, fixed charge coverage, free cash flow, cash basis, and real estate.
*Lendable real estate equity model.
*Key ratio software applications.
*Z-score (bankruptcy prediction) and sustainable growth models. |
| 3/30/2020 | 10:30 a.m. - 6 p.m. | Online | 8 CPE | Add |
| Revenue Recognition Under ASC 606 (Webinar) (WCRRAS03)Five-step process to recognize revenue under ASC 606: *Step 1: Identify the contract*Step 2: Identify the performance obligations *Step 3: Determine the transaction price *Step 4: Allocate the transaction price* *Step 5: Recognize revenue |
| 3/11/2020 | 3 - 4 p.m. | Online | 1 CPE | Add |
| Review of Significant Accounting Topics (Webinar) (WCRSAT06)*Revenue recognition
*Accounting for leases
*Financial instruments
*Variable interest entities
*Derivatives and hedging
*FRF for SMEs |
| 3/31/2020 | 10:30 a.m. - 6 p.m. | Online | 8 CPE | Add |
| New How to Respond to an Upsetting or Critical Email (Webinar) (WCRSPC03)* Business communication* Emotional intelligence* Human resources* Practice management |
| 3/20/2020 | 1 - 2 p.m. | Online | 1 CPE | Add |
| Small Business Issues in Today's Market (Webinar) (WCSBIM03)*Effectiveness in working with the "small business" client
*Small business legal issues, credit, risk factors and marketing
*The "personal" financial needs of the small business owner
*Small business case studies |
| 3/18/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| New Learn Engagement: 4 Steps to Retaining top Talent (Webinar) (WCTESR03)* Practice Management |
| 3/19/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Time Management for CPAs (Webinar) (WCTMCP02)*Building an effective time management framework
*Three time factors-time wasters, time savers and time management techniques
*Managing oneself to improve the management of time |
| 3/17/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| New Taking The Work Out of Networking (Webinar) (WCTWNT03)* Personal leadership* Networking* Marketing* Business development |
| 3/20/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risk of Material Misstatement (Webinar) (WA261722)*Auditing
*Fraud |
| 3/5/2020 | 9 a.m. - 12 p.m. | Online | 3 CPE | Add |
| SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risk of Material Misstatement (Webinar) (WA261723)*Auditing
*Fraud |
| 3/27/2020 | 12 - 3 p.m. | Online | 3 CPE | Add |
| Walk'n, Talk'n, Look'n, and Listen'n or Things That Most Auditors Don't Do Well (Webinar) (WA256755)*Auditing
*Fraud |
| 3/3/2020 | 3 - 5 p.m. | Online | 2 CPE | Add |
| Walk'n, Talk'n, Look'n, and Listen'n or Things That Most Auditors Don't Do Well (Webinar) (WA256756)*Auditing
*Fraud |
| 3/25/2020 | 7 - 9 a.m. | Online | 2 CPE | Add |
| SAS 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (WA259823)*Auditing
*Fraud |
| 3/4/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| SAS 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (WA259824)*Auditing
*Fraud |
| 3/26/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Create a Terrific Equity Compensation Plan: Avoid the Pitfalls! (Webinar) (WA249421)*Why most equity compensations plans fail
*Determining your plan purpose
*Understanding compliance issues
*Crucial issues you must address
*The complex GAAP for equity compensation
*Recommendations from successful plans |
| 2/28/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Accounting Re-imagined: The Future of Our Profession
(Webinar) (WA251564)*Identify simple ways you can make your department more innovative
*Recognize the ways business information is changing and how it affects your company and your department
*Recognize the impact "big data" is having on your department and the accounting profession
*Learn how lessons from great innovation success stories can benefit you, your department and your company |
| 3/20/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Accounting for Deferred Income Taxes After Tax Reform (Webinar) (WA289994)*Deferred Tax Asset Backgrounder
*Accounting Issues Raised by the Tax Cut and Jobs Act
*FASB Accounting Standards Update 2018-2
*Conclusion |
| 3/30/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| How Good Companies Become Great: Secrets to Success (Webinar) (WA248470)*The link between great companies and their core values
*Getting the right people on the bus and in the right seats
*The Hedgehog Concept -- a model to identify your company's focal point to create maximum value
*How great company leaders differ
*Why a great company is like a flywheel
*Why some great companies fall from greatness |
| 3/6/2020 | 9 - 10:40 a.m. | Online | 2 CPE | Add |
| Asset Misappropriation- Let Me Count the Ways? (Webinar) (WA262635)*Auditing
*Fraud |
| 3/4/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Asset Misappropriation- Let Me Count the Ways? (Webinar) (WA262636)*Auditing
*Fraud |
| 3/26/2020 | 2 - 4 p.m. | Online | 2 CPE | Add |
| Foundations for a Strong Internal Audit Department (Webinar) (WA304557)*Internal audit definition challenges
*Independence challenges
*Charter challenges
*Authority challenges
*Actions
*Reporting challenges
*Introduction to risk-based auditing
*Risk-based auditing: steps and understanding
*Identifying, responding and concluding on risk
*Independence of audit plan
*When management says NO |
| 3/30/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| The Small Business Financial Guide to Growth (Webinar) (WA302623)*Introduction to the small business guide to growth
*Key trends
*Business growth plan
*Organic vs. external growth
*Technology and summary |
| 2/25/2020 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | Add |
| Is Ethics about Fitness or Flourishing? (Webinar) (WA290606)*Why Bother with Ethics? Is there Really Such a Thing as Ethics
*Darwin and the Idea of Survival of the Fittest
*Aristotle and the Idea of Human Flourishing
*Is Professional Ethics about Fitness or Flourishing? |
| 3/18/2020 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE / 2 Ethics | Add |
| Taking a Global View of Professional Ethics (Webinar) (WA291270)*What is "Ethics"?
*Interaction between Law and Ethics
*Update on Professional Ethics Codes: AICPA Code of Professional Conduct, IESBA (IFAC) Code of Ethics for Professional Accountants, IESBA Code Special Topic: Non-Compliance with Laws and Regulations (NOCLAR)
*Case Study: Accountants' Professional Ethics and Wrongful Discharge Claims |
| 3/27/2020 | 9:30 - 11:30 a.m. | Online | 2 CPE / 2 Ethics | Add |
| Inventory, Expense & Payroll Fraud (Webinar) (WA264648)*Auditing
*Fraud |
| 3/4/2020 | 3 - 5 p.m. | Online | 2 CPE | Add |
| Inventory, Expense & Payroll Fraud (Webinar) (WA264649)*Auditing
*Fraud |
| 3/26/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| Why Auditors Fail To Detect Fraud (Webinar) (WA258915)*Auditing
*Fraud |
| 3/3/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Why Auditors Fail To Detect Fraud (Webinar) (WA258916)*Auditing
*Fraud |
| 3/25/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Preventing Small Business Fraud (Webinar) (WA260821)*Auditing
*Fraud |
| 3/5/2020 | 1 - 4 p.m. | Online | 3 CPE | Add |
| Preventing Small Business Fraud (Webinar) (WA260822)*Auditing
*Fraud |
| 3/27/2020 | 8 - 11 a.m. | Online | 3 CPE | Add |
| 8 Attributes of Every Winner (Webinar) (WA251619)*What sets winners apart?
*Steps taken by those who became winners
*Eight attributes of winning
*The need for failure and the value of failure
*Persistence is mandatory
*How do the winners plan?
*Honesty
*The right team matters and how to lead the team effectively
*Comfortable or uncomfortable? The culture matters
*What winners analyze and how?
*How winners have a different attitude?
*Learning machines |
| 3/27/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| What Does Fraud Look Like? (Webinar) (WA254241)*Auditing
*Fraud |
| 3/3/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| What Does Fraud Look Like? (Webinar) (WA254242)*Auditing
*Fraud |
| 3/25/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Fraud Risk Assessments (Webinar) (WA303282)*Identify the fraud dilemma.
*Discover how to assess risk considerations and where to start.
*Identify the preparation steps before initiating a fraud risk assessment.
*Discover how to perform a Macro Fraud Risk Assessment
*Recognize the elements of a Micro Fraud Risk Assessment |
| 2/25/2020 | 1:30 - 3:30 p.m. | Online | 2 CPE | Add |
| Fraud Risk Assessments (Webinar) (WA303333)*Identify the fraud dilemma.
*Discover how to assess risk considerations and where to start.
*Identify the preparation steps before initiating a fraud risk assessment.
*Discover how to perform a Macro Fraud Risk Assessment
*Recognize the elements of a Micro Fraud Risk Assessment |
| 3/20/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Measuring Audit Risks (Webinar) (WA263746)*Auditing
*Fraud |
| 3/4/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Measuring Audit Risks (Webinar) (WA263747)*Auditing
*Fraud |
| 3/26/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| Auditing for Fraud (Webinar) (WA255147)*Auditing
*Fraud |
| 3/3/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Auditing for Fraud (Webinar) (WA255148)*Auditing
*Fraud |
| 3/25/2020 | 3 - 5 p.m. | Online | 2 CPE | Add |
| New Contributions & Distributions: Traditional, Roth, SEP, SIMPLE IRAs (Webinar) (WX14258)Topics include but are not limited to:* An emphasis on newly enacted tax legislation affecting IRAs including the those made by the Tax Cuts & Jobs Act (TCJA) *An emphasis on newly enacted tax legislation affecting IRAs *Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs *Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans*Roth IRA contribution phase-out limits as well as tax-free qualified distributions *Planning opportunities for conversions to ROTH IRAs *Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation *The different options of receiving IRA distributions before age 59 1/2 and avoiding the 10% early distribution penalty (including substantially equal periodic payments) *The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 70 1/2 or dies *The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death *Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules |
| 3/27/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| New Hands-On Tax Return Workshop: Partnerships & LLCs (Form 1065) (Webinar) (WX14231)This session is taught using a hands-on methodology. Using a comprehensive trial balance, the participant will walk through the steps to prepare a complete and accurate Form 1120S (and related schedules). Topics include:* Extensive review of the S Corporation tax laws with an emphasis on any new legislative changes including the Tax Cuts & Jobs Act (TCJA) new 20% qualified business income (QBI) deduction and changes to the interest deduction, fringe benefits and entertainment expenses *Schedule K analysis" determine if income statement items are separately (i.e. schedule K) or non-separately stated income and expense items *Discuss how schedule K items get allocated to shareholders on their schedule K-1s *Look at what relevant information related to the 3.8% net investment income tax needs to be reported to the shareholders*Talk about the unreasonably low officer compensation issues*Learn the special tax treatment of fringe benefits paid to 2% shareholders and family members *Schedule M-1 reconciliation of income or loss per books with income or loss per income tax return *Schedule M-2 detailed step-by-step calculation of the AAA, PTI, E&P and OAA accounts*Basic overview of the tax treatment of distributions including when a S Corporation has prior C Corporation earnings and profits (E&P)*Review the importance and basics of calculating a shareholder's stock and debt *Basic overview of the potential S Corporation built in gains tax from the conversion of a C to S Corporation |
| 3/20/2020 | 9 a.m. - 5 p.m. | Online | 8 CPE | Add |
| New Schedule M-2: Prepare AAA & Learn S Corp Tax Ramifications (Webinar) (WX14278)*Schedule M-2 -- detailed step-by-step analysis of the AAA, OAA and PTI accounts *Look at the tax treatment of distributions when the S Corporation has prior C Corporation earnings and profits (E&P) and how to report them on the Schedule K and K-1 |
| 2/28/2020 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | Add |
| New Schedule M-2: Prepare AAA & Learn S Corp Tax Ramifications (Webinar) (WX14279)*Schedule M-2 -- detailed step-by-step analysis of the AAA, OAA and PTI accounts *Look at the tax treatment of distributions when the S Corporation has prior C Corporation earnings and profits (E&P) and how to report them on the Schedule K and K-1 |
| 3/30/2020 | 4 - 6 p.m. | Online | 2 CPE | Add |
| New Avoiding Death by PowerPoint: Creating Better Presentations (Webinar) (WX14214)*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 |
| 2/25/2020 | 8 - 9 a.m. | Online | 1 CPE | Add |
| New Avoiding Death by PowerPoint: Creating Better Presentations (Webinar) (WX14215)*Choosing a PowerPoint template*Set up the presentation template*Using PowerPoints' less obvious capabilities*Tell a story*How to begin*Less is more*Make your presentation visually appealing*Cropping and aligning objects*Resources*Creating voiced presentations*Getting the details right |
| 3/26/2020 | 12 - 1 p.m. | Online | 1 CPE | Add |
| New Form 4797: Reporting the Sale of Trade or Business Property (Webinar) (WX14224)*Review the ordinary income recapture rules under IRC Sec. 1245, Sec. 1250 and Sec. 291 *Discuss the tax treatment of IRC Sec. 1231 gains and losses including the 5-year lookback rule *Walk through the preparation issues of the Form 4797 |
| 2/24/2020 | 4 - 6 p.m. | Online | 2 CPE | Add |
| New Form 4797: Reporting the Sale of Trade or Business Property (Webinar) (WX14358)*Review the ordinary income recapture rules under IRC Sec. 1245, Sec. 1250 and Sec. 291 *Discuss the tax treatment of IRC Sec. 1231 gains and losses including the 5-year lookback rule *Walk through the preparation issues of the Form 4797 |
| 3/17/2020 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | Add |
| New Delivering Bad News? Don't Be the Messenger Who Gets Shot! (Webinar) (WX14351)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. |
| 3/5/2020 | 8:30 - 10:30 a.m. | Online | 2 CPE | Add |
| New Health Savings Accounts (HSA): Contribution & Distribution (Webinar) (WX14246)*Review the eligibility requirements for establishing and contributing to a HSA *Walk through the annual inflation adjusted high deductible plan and contribution limits *Review the tax and penalty ramifications of distributions from HSAs |
| 2/27/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| New Health Savings Accounts (HSA): Contribution & Distribution (Webinar) (WX14247)*Review the eligibility requirements for establishing and contributing to a HSA *Walk through the annual inflation adjusted high deductible plan and contribution limits *Review the tax and penalty ramifications of distributions from HSAs |
| 3/26/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| New Hands-On Tax Return Workshop: S Corporations (Form 1120S) (Webinar) (WX14237)This session is taught using a hands-on methodology. Using a comprehensive trial balance, the participant will walk through the steps to prepare a complete and accurate Form 1120S (and related schedules). Topics include:* Extensive review of the S Corporation tax laws with an emphasis on any new legislative changes including the Tax Cuts & Jobs Act (TCJA) new 20% qualified business income (QBI) deduction and changes to the interest deduction, fringe benefits and entertainment expenses *Schedule K analysis" determine if income statement items are separately (i.e. schedule K) or non-separately stated income and expense items *Discuss how schedule K items get allocated to shareholders on their schedule K-1s *Look at what relevant information related to the 3.8% net investment income tax needs to be reported to the shareholders*Talk about the unreasonably low officer compensation issues*Learn the special tax treatment of fringe benefits paid to 2% shareholders and family members *Schedule M-1 reconciliation of income or loss per books with income or loss per income tax return *Schedule M-2 detailed step-by-step calculation of the AAA, PTI, E&P and OAA accounts*Basic overview of the tax treatment of distributions including when a S Corporation has prior C Corporation earnings and profits (E&P)*Review the importance and basics of calculating a shareholder's stock and debt *Basic overview of the potential S Corporation built in gains tax from the conversion of a C to S Corporation |
| 3/19/2020 | 9 a.m. - 5 p.m. | Online | 8 CPE | Add |
| New Cases in Corporate Ethics: Discuss Real Life Conflicts (Webinar) (WX14355)*We introduce new case selections to this seminar every year. Past cases have included these issues:*>Can you protect the public interest without violating our profession's confidentiality rules?*How can a corporate world CPA get in trouble with their board of accountancy?*Is a culture of fear and intimidation particularly susceptible to corporate fraud?*How can using the CPA credential get a corporate accountant in trouble?*Is exaggerating your CPE hours a violation of our professional codes of conduct?*What are your options when your employer is clearly breaking the law?*Does any legislation provide effective Whistleblower protection? |
| 3/25/2020 | 11 a.m. - 3 p.m. | Online | 4 CPE / 4 Ethics | Add |
| New Leveraging Your Contribution for Greatest Impact (Webinar) (WX14295)*How the perceived value of your contribution changes over the span of your career *Review of what is considered high performance through career stages based on Harvard research *Review of what will hold you back to the individual contributor role in your career *Review of milestones in career growth, obstacles to career growth, and signs that you're struggling to renegotiate your roles and responsibilities |
| 3/25/2020 | 4 - 5 p.m. | Online | 1 CPE | Add |
| New Communicating Financial Information to Non-Accountants (Webinar) (WX14304)*The math literacy barrier*The financial literacy barrier*What to say and how to say it*Communicating ideas graphically |
| 3/16/2020 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | Add |
| New Effective Communication for Financial Managers (Webinar) (WX14205)*Ask open-ended questions.*Reflect another speaker's feelings.*Artfully end a conversation. |
| 2/24/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| New Effective Communication for Financial Managers (Webinar) (WX14204)*Ask open-ended questions.*Reflect another speaker's feelings.*Artfully end a conversation. |
| 3/11/2020 | 3 - 5 p.m. | Online | 2 CPE | Add |
| New The New Section 163(j) Interest Expense Deduction (Webinar) (WX14343)*Broad of definition of interest.*Gross receipts test.*Aggregation.*Ordering rules for deductions and carryforwards.*Rules for C Corporations.*Application to partnerships, S Corporations and their owners.*Electing out by excepted trades or business (real estate, farming and regulated utility businesses.*Rev. Proc. 2018-59 Safe Harbor.*Required use of ADS depreciation.*Reporting on Form 8990. |
| 3/11/2020 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE | Add |
| New Roth IRAs: Ins & Outs of Contributions & Distributions (Webinar) (WX14269)*Review the Roth IRA contribution rules and income limitations*Learn how to convert IRAs into Roths and the tax ramifications*Walk through the Roth distribution ordering rules and determine the tax ramifications (if any)*Discuss the required minimum distribution (RMD) rules applicable to a beneficiary after the account owner's death |
| 3/23/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| New Critical Thinking for Financial Professionals (Webinar) (WX14311)*Two Systems of Thinking: System 1; System 2 *How cognitive bias can cause you to make bad decisions: Anchoring; Availability; The Dunning-Kruger Effect; The Ikea Effect; The Rhyme as Reason Effect; Substitution *6 Tips for making better decisions |
| 3/17/2020 | 8 - 9 a.m. | Online | 1 CPE | Add |
| New Shorten Month-End: Closing Best Practices (Webinar) (WX14320)*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 |
| 3/23/2020 | 9 a.m. - 1 p.m. | Online | 4 CPE | Add |
| New Tax Season Update with Steve Dilley (Webinar) (WX14327)*TCJA recent developments and updates.*2019 Tax Rate Schedule.*Flow-through entities deduction Section 199A, Form 8995 and 8995-A.*Qualified parking fringe benefits and new employer paid parking rules.*Deductible meals.*Non-deductible penalties and fines.*Depreciation update: Section 179 and 168(k).*Repeal of ACA penalty.*Itemized deductions: taxes, excess estate and trusts.*Excess business losses.*Passive activity and hobby loss rules.*Includes coverage of the Secure Act of 2019 |
| 3/12/2020 | 12:30 - 4:30 p.m. | Online | 4 CPE | Add |
| New Recession Preparedness for Businesses (Webinar) (WX14332)*History of Modern Recessions (Post WWII), their commonalities, potential triggers and monetary policy preceding, during and following each occurrence. *Opportunities presented by recession for 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 |
| 3/31/2020 | 4 - 5 p.m. | Online | 1 CPE | Add |
| New Effective Business Writing (Webinar) (WX14188)*Identify effective writing key elements*Effective Business Writing process*Edit your own and others documents effectively |
| 3/10/2020 | 3 - 5 p.m. | Online | 2 CPE | Add |
| New Advancing Food Safety With Blockchain: How Walmart is Leading the Way (Webinar) (WI074675)*Brief overview of the basic concepts behind blockchain technology. *How blockchain is directly contributing to advancing food safety. * The net impact of this transformative change throughout the supply chain. * Current examples of blockchain usage in global food supply chain. * Challenges and issues with use of blockchain technology for global food supply chain; privacy, governance, regulation and integration. * Future plans and how this will affect the global economy. *How to keep up on changes in global food supply chain. |
| 3/24/2020 | 2 - 3 p.m. | Online | 1 CPE | Add |
| New IFRS (Certificate Program) (JI167900)*Fair value measurement
*Financial instruments
*Leases
*Revenue recognition
*Joint arrangements
*Business combinations
*Foreign currency
*Income taxes
*Intangible assets
*Inventories
*Investment property |
| Self-Study | | Format: On-Demand | 27 CPE | Add |
| New Not-for-Profit I (Certificate Program) (JI165160)*Introduction to not-for-profit entities
*Accounting and financial reporting
*Tax compliance
*Governance and assurance |
| Self-Study | | Format: On-Demand | 40 CPE | Add |
| New Not-for-Profit II (Certificate Program) (JI165400)*Key factors in defining and measuring mission success, including performance measurement, risk assessment, benchmarking, cash flow management and forecasting
*Financial statement preparation for not-for-profit organizations
*Core IRS Form 990 preparations
*Budgeting for not-for-profit organizations
*Strategic planning for not-for-profit organizations
*Design and management of internal controls |
| Self-Study | | Format: On-Demand | 30 CPE / 2 Ethics | Add |
| New Data Visualization (Certificate Program) (JI188350)*Communicating insights from data
*Making decisions from data
*Ways to visualize data
*Design principles for visualizing data
*Setting up business intelligence in organizations
*Components of BI platforms
*How underlying data architecture affects reporting and predictive analytics techniques |
| Self-Study | | Format: On-Demand | 10 CPE | Add |
| New COSO Internal Control (Certificate Program) (JI166140)*Governance and culture
*Strategy and setting objectives
*Performance
*Review and revision
*Information, communication and reporting |
| Self-Study | | Format: On-Demand | 17 CPE | Add |
| New SOC for Cybersecurity (Certificate Program) (JI162260)*Cyberthreat landscape and terminology to describe various aspects of cybersecurity
*Various SOC services
*Components of a cybersecurity risk management program
*How to use the description criteria
*How to use the control criteria to assess an entity's controls over cybersecurity
*Key considerations prior to accepting a cybersecurity examination engagement (and planning considerations)
*Steps involved in performing the cybersecurity risk management examination
*Factors to consider while forming the opinion and preparing the practitioner's report |
| Self-Study | | Format: On-Demand | 14.5 CPE | Add |
| New Data Analytics Modeling (Certificate Program) (JI188330)*Defining value and tying analytics to value-driven business cases
*Understanding the characteristics of data and how they can be leveraged to gather insights from information
*Identifying project constructs for data analytics
*Identifying different types of data with which analysts will be expected to interact
*Profiling data for accurate analysis initiatives
*Understanding tool capabilities for working with data
*Cleansing data with appropriate tools to increase analytics accuracy
*Managing data quality and integrity
*Extracting, transforming and loading data
*Implementing a data warehouse
*Managing the data life cycle
*Creating and using different types of data models
*Tools for working with both structured and unstructured data |
| Self-Study | | Format: On-Demand | 14 CPE | Add |
| New Data Analysis Fundamentals (Certificate Program) (JI188310)*The business impacts and disruptive potential of organizational data
*Basic concepts behind different types of data and how they're used
*The job roles and duties associated with data analytics
*The life cycle of organizational data and how to manage it
*A vocabulary for evaluating and communicating in data practice
*Exposure to and demonstrations of tools used for managing and analyzing data
*Common obstacles and hurdles to effectively leveraging data in an organization
*How to tie data to business requirements and build business cases |
| Self-Study | | Format: On-Demand | 10 CPE | Add |
| New PFP Practical Applications (Certificate Program) (JI167250)*Personal financial planning (PFP) standards and responsibilities
*PFP regulatory landscape and fiduciary practices
*The personal financial planning process
*Cash management strategies
*PFP in practice -- putting it all together |
| Self-Study | | Format: On-Demand | 14.5 CPE | Add |
| New COSO Enterprise Risk Management (Certificate Program) (JI167300)*Governance and culture
*Strategy and setting objectives
*Performance
*Review and revision
*Information, communication and reporting |
| Self-Study | | Format: On-Demand | 13.5 CPE | Add |
| New Cybersecurity Advisory Services (Certificate Program) (JI162250)*Cybersecurity risk management program overview
*Cybersecurity advisory service opportunities
*Cybersecurity examination services vs. advisory services
*Cybersecurity frameworks, including the AICPA cybersecurity risk management program reporting framework
*Drivers for cybersecurity advisory needs
*Gap analysis and risk assessment
*Common cybersecurity advisory services, such as SOC for cybersecurity readiness assessments and penetration testing
*Tools to effectively perform advisory services -- qualifications and certifications, backgrounds and expertise, and other resources you would need to market and deliver in a quality manner |
| Self-Study | | Format: On-Demand | 15.5 CPE | Add |
| New Forecasting and Predictive Analytics (Certificate Program) (JI188340)*Predictive analytics techniques
*Forecasting with data models
*Finding relationships in data
*Bivariate and multivariate linear regression
*K-nearest neighbors (KNN) classification
*Clustering
*Decision trees
*Training models |
| Self-Study | | Format: On-Demand | 15 CPE | Add |
| New Application of Data Analysis Essentials (Certificate Program) (JI188320)*The nature and types of different variables in data sets and how to use them
*Fundamental statistical concepts for working with data
*Characteristics of data that can be used for conducting analysis
*Basic calculations for analyzing and discovering useful insights from data sets
*How to understand and calculate probability from a data set
*Different types of distribution and how they can be used
*Guided exposure to the open source R platform and its analytics capabilities
*Practical case study exploring how statistical analysis can be used in a common fraud detection scenario
*Examples and practice exercises throughout the program to reinforce what you learn |
| Self-Study | | Format: On-Demand | 15 CPE | Add |
| New Fundamentals of Forensic Accounting (Certificate Program) (JI159950)*Bankruptcy, insolvency and reorganization
*Computer forensic analysis
*Economic damages calculations
*Family law
*Financial statement misrepresentation
*Fraud prevention, detection and response
*Valuation |
| Self-Study | | Format: On-Demand | 21.5 CPE | Add |
| New Personal Financial Planning Estate Planning (Certificate Program) (JI166920)*The estate planning process
*Trusts and estate planning documents
*Basic estate and gifting strategies
*Advanced estate planning strategies
*Closely held business estate planning
*Incapacity and postmortem estate planning
*Integrating estate planning with tax and financial plans
*Charitable planning |
| Self-Study | | Format: On-Demand | 19 CPE | Add |
| New Personal Financial Planning Investment Planning (Certificate Program) (JI166800)*The investment planning process
*Investment data gathering and analysis
*Creating the investment policy statement
*Portfolio management
*Investment vehicles and strategies
*Investment monitoring and updating
*Integrating investments with the financial plan
*Education planning |
| Self-Study | | Format: On-Demand | 18.5 CPE | Add |
| New Personal Financial Planning Retirement Planning (Certificate Program) (JI166481)*The retirement planning process
*Governmental and employer retirement plans
*Personal retirement investments, income and expenses
*Analyzing client retirement data
*Creating, implementing and monitoring the plan
*Elder and special needs planning |
| Self-Study | | Format: On-Demand | 19.5 CPE | Add |
| New Blockchain Fundamentals for Accounting and Finance Professionals (Certificate Program) (JI188140)*Blockchain evolution and technology concepts
*Using and securing cryptocurrencies
*Benefits, values and opportunities of blockchain
*Risks and challenges of blockchain
*Blockchain trends
*Permissioned ledgers and other solutions
*Transactions and smart contracts
*The blockchain landscape
*Blockchain process and technical controls |
| Self-Study | | Format: On-Demand | 16 CPE | Add |
| New Personal Financial Planning Risk Management and Insurance Planning (Certificate Program) (JI166790)*The risk management planning process
*Insurance contracts and needs analysis
*Life insurance
*Annuities
*Medical, disability, property and casualty insurance
*Group insurance and employee benefits
*Executive and deferred compensation arrangements
*Financial planning with business owners |
| Self-Study | | Format: On-Demand | 20 CPE | Add |
| New Cybersecurity Fundamentals for Finance and Accounting Professionals (Certificate Program) (JI162200)*Cybersecurity terminology and digital transformation
*Attacks and the security mindset
*Data breaches and privacy
*Cybersecurity frameworks
*Cybersecurity risk management program and the related description criteria
*Benefits of investing in cybersecurity
*Cybersecurity service offerings |
| Self-Study | | Format: On-Demand | 15.5 CPE | Add |
| New Robotic Process Automation Fundamentals for Accounting and Finance Professionals (Certificate Program) (JI188710)*What robotic process automation (RPA) is
*The business value of RPA
*RPA applications and cases that make the most sense
*Decision criteria and steps needed to build a business case
*Considerations, risks and challenges to implementing RPA
*Governance and controls considerations for a digital workforce
*Accounting, finance and organizational impact of RPA
*How RPA might affect an audit
*Future of RPA and automation trends, with a focus on intelligent process automation (IPA) |
| Self-Study | | Format: On-Demand | 16 CPE | Add |
| 20MBA: The Eight-Hour MBA (20MBA)*Faster disaster recovery
*Insightful financial analysis
*Business process management
*Project management
*Communication in the workplace |
| 4/27/2020 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE | Add |
| 20CBU: Minnesota Community Bank Update (20CBU)*Banking trends for Minnesota and the region
*Community bank hot topics
*Financial Accounting Standards Board (FASB) accounting standards update (ASU) on current expected credit losses (CECL)
*FASB ASU on goodwill
*Regulatory accounting update
*Mergers and acquisitions
*Recognition and measurement |
| 4/22/2020 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE | Add |
| 19SCFO: The Strategic CFO: Big-Picture Skills (19SCFO)*Your company's competitive advantage
*Your strategy -- how to map it, tie it to performance metrics and execute it
*Where and how to get the money your company needs
*How to set your cash management policy and prevent surprises
*How to identify possible risks, evaluate consequences and prepare for the unexpected
*Why your board's "knowing nods" may be a bad sign
*Tips for providing financial education to your stakeholders and telling your company's story |
| 3/23/2020 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE | Add |
| New 20ADM: K2's Advanced Excel Data Magic (Hands-On) (20ADM)*Challenges associated with formula-based reporting
*Creating data models in Excel
*Using Power Query to access and transform data and automate processes
*Summarizing and reporting data with PivotTables, PivotCharts and Power Pivot
*Advanced reporting techniques, including KPIs and fiscal reporting periods |
| 4/20/2020 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE | Add |
| New 20BDS4: Business Development Skills for Accountants (20BDS4)*Analyzing your network to uncover potential business opportunities
*Characteristics of your industry and how it interacts with other industries
*Developing a strategy to cultivate new business from prospects
*Developing a strategic plan for the coming year and setting dates for deliverables |
| 4/28/2020 | 1 - 4:30 p.m. | Bloomington, MN | 4 CPE | Add |
| New 20PAAA: Accounting and Auditing Current Developments (20PAAA)*Economics, business and reporting risk in today's economy
*Revenue recognition standard
*Cybersecurity -- compliance and reporting issues
*Recent accounting standards, cash flow, not-for-profits and financial instruments
*Financial reporting consequences of the Tax Cuts and Jobs Act (TCJA) tax reform legislation
*Recent pronouncements from the Financial Accounting Standards Board (FASB)
*FASB's simplification projects
*Statement on Standards for Accounting and Review Services (SSARS) 21 -- preparation, compilation and review update
*Auditing Standards Board (ASB) standards updates
*Impact of deregulation on compliance and reporting |
| 4/30/2020 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE | Add |
| 19GBT4: Why Good Accountants and Companies Do Bad Things (19GBT4)*Stanley Milgram experiments and parallels to the work world
*Ethical issues
*Administrative evil and slippery slopes
*How to keep your moral bearings
*How unquestioned deference to superiors and authority may cause unethical behavior
*Creating ethically healthy organizations
*Moral diversity and how it addresses the problems of unethical behavior |
| 3/26/2020 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE / 4 Ethics | Add |
| New 20EUBI4: Ethics Update for CPAs in Business and Industry (20EUBI4)*Fast-paced overview of ethics standards promulgated by the AICPA and state societies as they apply to CPAs working in the business world
*The connections between ethics principles, formal rules and the profession's public responsibility
*Ethical dimensions of the responsibilities CPAs have when preparing financial statements
*AICPA's ethics guidelines for resolving issues affecting corporate CPAs
*Evolving issues and recent revisions to the ethics code |
| 4/29/2020 | 1 - 4:30 p.m. | Bloomington, MN | 4 CPE / 4 Ethics | Add |
| 20CFT: K2's Case Studies in Fraud and Technology Controls (20CFT)*Importance of IT general controls and IT application controls
*Identifying fraud risk in an organization
*Examination of real-world fraud cases to understand how control failures contributed to fraud losses |
| 4/22/2020 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE | Add |
| New 19SGL: The Psychology of Great Leadership (19SGL)*How tone at the top really works
*Assessing culture and tone at the top
*Implementing an adaptive culture
*The psychological science of resilience
*How to inoculate organizational DNA with ideas that spread
*The science behind why some groups "click" and others don't
*What causes organizational attitudes to shift and behavioral patterns to emerge
*The role of trust in adaptation |
| 3/30/2020 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE | Add |
| 20PCA: Private Company Accounting: New Directions, New Challenges (20PCA)*Major convergence elements -- revenue recognition, lease accounting, financial instruments and other comprehensive income presentation
*Impact on the financial statement presentation
*Reporting alternatives for private companies
*Critical operations issues driven by these comprehensive changes
*10 action items for you to take today as you prepare for unpredictable times ahead |
| 4/22/2020 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE | Add |
| New 20TYR4: Topic 606: Tackling the Year Two Post-Implementation Issues (20TYR4)*Common sources of SEC comments related to the public adoption of Topic 606
*Revenue recognition disclosure examples for both public and private companies
*Common errors in the application of the Topic 606 guidance
*Operational issues identified in the revenue recognition implementation process (and how best to address them) |
| 4/20/2020 | 1 - 4:30 p.m. | Bloomington, MN | 4 CPE | Add |
| 19TCFO: The Tactical CFO: Make Your Business Processes Work for You (19TCFO)*Methods to reduce the financial planning effort (and the politics of the planning process)
*Ways to make your numbers more useful
*How to make your software work for you
*Tips to prevent errors before they occur
*How you can "run the numbers" on nonfinancial data
*Ways to expand your tools beyond Excel
*How to use your analysis skills to transform your business
*Tips for creating what customers want and designing efficient processes
*Best practices for leading an effective team |
| 3/24/2020 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE | Add |
| 20CII4: Critical Issues CPAs in Industry Will Need to Face This Year (20CII4)*Professional practice and reporting issues
*Department of Labor (DOL) update
*Impact of new accounting pronouncements
*Personal information and privacy
*Independent contractor and 1099 issues |
| 4/21/2020 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE | Add |
| 20BIF: K2's Business Intelligence, Featuring Microsoft's Power BI Tools (20BIF)*Excel and Excel add-ins to build BI dashboards
*How to create dynamic and engaging BI dashboards and reports using Power BI
*How to publish your BI dashboards to others on your team
*Other options for creating and communicating BI dashboards |
| 4/21/2020 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE | Add |
| New 19POI4: The Power of Personal Influence: How to Get Others to Listen to You (19POI4)*Power, powerlessness and influence
*The traditional model of bureaucracies
*America's noisy democracy
*The world of "politainment"
*Forces that shape personal and positional power
*Culture of distrust
*Basis of influence
*Management theory
*Tools of persuasion
*Working with the media
*Minnesota's political culture |
| 3/26/2020 | 1 - 4:30 p.m. | Bloomington, MN | 4 CPE | Add |
| 20NLS4: Examining the New Lease Accounting Standard: More Than Meets the Eye (20NLS4)*ASU No. 2016-02, Leases (Topic 842)
*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 |
| 4/20/2020 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE | Add |
| New 20CYBER4: Cybersecurity and Privacy: Regulatory and Reporting Issues for CPAs (20CYBER4)*Data security and breaches -- lessons of experience
*How cyberthreats are evolving for small businesses
*Accounting standards for reporting and disclosing breaches
*U.S. regulatory responses to data breaches
*Key privacy issues for CFOs
*Regulating privacy -- General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA) and other frameworks that impact your customer data
*AICPA's cyberassurance framework -- what is a cybersecurity audit?
*Cybersecurity insurance -- what does it cover and who needs it? |
| 4/29/2020 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE | Add |
| New 19FSAICT: Future Skills: Cognitive Technologies and AI for Non-Technologists (19FSAICT)*Cognitive tasks best for human judgment vs. artificial intelligence (AI)
*Complex pattern recognition and predictive accuracy
*Developing meaning from context-deficient data
*Content-dependent vs. content-independent judgment
*Limitations of statistical and algorithmic procedures
*Variables that defy quantitative measurement
*Bias recognition and long-term vs. short-term goals
*"Weighting" relevance and data screening |
| 3/31/2020 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE | Add |
| New 19IFB4: Innovative Forecasting and Budgeting: Moving Beyond Traditional Techniques (19IFB4)*Sales/income plan
*Intermediate plan
*Technology plan
*Capital equipment plan
*One-year operating plan (formerly known as a budget)
*Monthly plan
*Cash plan
*Risk plan
*How to perform a financial risk analysis
*How to perform an economic value added (EVA) analysis (present value (PV), return on investment (ROI) and modified ROI) |
| 3/26/2020 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE | Add |
| 20DCP: Driving Corporate Performance: The CFO's Role in Developing Competitive Advantage (20DCP)*Why successful companies focus their strategy
*Why great companies use the "hedgehog concept"
*Strategies for success -- cost leadership, differentiation and Lean competition
*How to map your strategic objectives to your financial performance metrics
*How to translate strategic initiatives into accomplishments |
| 4/23/2020 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE | Add |
| 20ERM4: Enterprise Risk Management Concepts and Strategy for Small- and Medium-Sized Companies (20ERM4)*Overview of enterprise risk management (ERM) and how it affects all organizations
*Risk tolerance and developing a plan
*Risk identification
*Risk analysis
*Risk responses
*Strategy risk |
| 4/21/2020 | 1 - 4:30 p.m. | Bloomington, MN | 4 CPE | Add |
| New 20NUMB4: Taking the Numb Out of Numbers: Explaining and Presenting Financial Information With Confidence and Clarity (20NUMB4)*Communicating financial information in an impactful way
*Telling more effective stories with your financial data
*Connecting with your audience through real-world examples
*Interpreting and presenting complex financial information through storytelling
*Unlocking the powerful story hidden within the numbers |
| 4/28/2020 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE | Add |
| 19HTOF: Employer's Handbook: Legal, Tax and Health Care Issues (19HTOF)*What you can and can't ask in an interview
*How to effectively and legally document employee performance
*Tips for establishing an effective employee performance review system
*When you can and cannot fire an employee
*Employment contracts -- legal and planning issues, and when non-compete agreements will and won't work
*Telecommuters and other special situations
*Legal liability issues -- age discrimination, sex discrimination, Fair Labor Standards Act (FLSA) issues, minimum wage, overtime, sexual harassment and more
*Fringe benefit issues -- Consolidated Omnibus Budget Reconciliation Act (COBRA), Family and Medical Leave Act (FMLA) and what's new in health care
*Medical plans -- who is a full-time employee? |
| 3/25/2020 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE | Add |
| New Keeping Retirement SECURE: New Act -- New Opportunities (Webinar) (WX14383)*Review the maximum period over which an inherited IRA can be withdrawn *Changes to Required Minimum Distributions (RMD) *Estate planning considerations |
| 3/4/2020 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE | Add |
| New Keeping Retirement SECURE: New Act -- New Opportunities (Webinar) (WX14384)*Review the maximum period over which an inherited IRA can be withdrawn *Changes to Required Minimum Distributions (RMD) *Estate planning considerations |
| 3/17/2020 | 4 - 5 p.m. | Online | 1 CPE | Add |
| New Keeping Retirement SECURE: New Act -- New Opportunities (Webinar) (WX14385)*Review the maximum period over which an inherited IRA can be withdrawn *Changes to Required Minimum Distributions (RMD) *Estate planning considerations |
| 3/30/2020 | 8:30 - 9:30 a.m. | Online | 1 CPE | Add |
| New SECURE Act and Other 2019 Tax Legislation (Webinar) (WX14395)*Crippling of the "stretch" IRS. *Changes impacting estate and trust planning. *Small employer multi-employer retirement plans.Retirement plans for long-term part-time employees. *Disaster relief provisions such as pension plan distributions, relaxed limitations on casualty losses, employee retention credit, and others. *Extenders provisions, including mortgage life insurance premiums as qualified residence interest, tuition and fees deduction, and exclusion from gross income of cancelled debt on a principal residence. *Numerous extensions of energy related provisions such as the new home energy credit.*Changes impacting the Affordable Care Act. |
| 2/28/2020 | 8:30 - 9:30 a.m. | Online | 1 CPE | Add |
| New SECURE Act and Other 2019 Tax Legislation (Webinar) (WX14396)*Crippling of the "stretch" IRS. *Changes impacting estate and trust planning. *Small employer multi-employer retirement plans.Retirement plans for long-term part-time employees. *Disaster relief provisions such as pension plan distributions, relaxed limitations on casualty losses, employee retention credit, and others. *Extenders provisions, including mortgage life insurance premiums as qualified residence interest, tuition and fees deduction, and exclusion from gross income of cancelled debt on a principal residence. *Numerous extensions of energy related provisions such as the new home energy credit.*Changes impacting the Affordable Care Act. |
| 3/10/2020 | 12:30 - 1:30 p.m. | Online | 1 CPE | Add |
| New SECURE Act and Other 2019 Tax Legislation (Webinar) (WX14397)*Crippling of the "stretch" IRS. *Changes impacting estate and trust planning. *Small employer multi-employer retirement plans.Retirement plans for long-term part-time employees. *Disaster relief provisions such as pension plan distributions, relaxed limitations on casualty losses, employee retention credit, and others. *Extenders provisions, including mortgage life insurance premiums as qualified residence interest, tuition and fees deduction, and exclusion from gross income of cancelled debt on a principal residence. *Numerous extensions of energy related provisions such as the new home energy credit.*Changes impacting the Affordable Care Act. |
| 3/27/2020 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE | Add |
| Surgent's Business Law Essentials for Practitioners and Controllers (Webinar) (WSBLAW06)* The various types of corporations * Securities law basics * Contract principles * Partnerships and limited liability entities * Worker classification * Employee rights and the duties of employers * Intellectual property * Real property law * Bankruptcy basics * The court system and litigation process * Alternative dispute resolution |
| 3/3/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| New Business Writing: Professional & Emails (Webinar) (WSBWPE04)*Preparing to write: what is my purpose and objective and who is my audience
*When email is the appropriate communication methodology and when it’s not
*Common email mistakes and how to avoid them
*Proven techniques for writing more efficient, readable, and outcome-focused emails |
| 3/30/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Surgent's Key COSO Concepts: Managing Risk to Achieve Your Business Objectives (Webinar) (WSCOS404)*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 |
| 3/18/2020 | 8 - 11:30 a.m. | Online | 4 CPE | Add |
| Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Webinar) (WSLTC408)*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 |
| 2/27/2020 | 8 - 11:30 a.m. | Online | 4 CPE | Add |
| New Surgent's Managing Millennials (Webinar) (WSMMLS07)*Understanding who millennials are and what distinguishes them from other sectors of the workforce * Changes millennials seek in the workplace * Suggestions on engaging and developing millennials * Best practices by organizations who have successfully integrated millennials * Expectations as to learning, development and training * Work environments and schedules * School to work transitions * Views on salary, benefits and corporate ethics * Whether millennials' expectations are significantly different from any other generation * Strengths millennials offer which set them apart from others * Common myths pertaining to millennials * Definitions of success |
| 3/13/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| Surgent's Implementing Topic 606: Tackling the Tough Issues in Adopting the New Revenue Recognition Standard (Webinar) (WSNRRS10)*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 |
| 3/10/2020 | 8 a.m. - 4 p.m. | Online | 8 CPE | Add |
| New Surgent's Ensuring Audit Quality: Performing an Effective Risk Assessment (Webinar) (WSRAA405)*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 |
| 3/3/2020 | 12 - 3:30 p.m. | Online | 4 CPE | Add |
| New Surgent's The Accountant as the Expert Witness (Webinar) (WSTAEW04)*Becoming qualified as an expert witness
*Best practices for testifying at trial
*Understanding the different roles accountants can play in litigation
*Working with attorneys to prepare and present a case at trial
*The role of experts in commercial versus personal injury litigation
*Confidentiality orders
*Compensation for expert witnesses
*Preparing for and attending depositions
*Daubert challenges to experts
*Expert reports
*The role of experts in antitrust, securities litigation, and professional liability cases
*Credibility as a witness |
| 2/25/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| New Surgent's The Accountant as the Expert Witness (Webinar) (WSTAEW05)*Becoming qualified as an expert witness
*Best practices for testifying at trial
*Understanding the different roles accountants can play in litigation
*Working with attorneys to prepare and present a case at trial
*The role of experts in commercial versus personal injury litigation
*Confidentiality orders
*Compensation for expert witnesses
*Preparing for and attending depositions
*Daubert challenges to experts
*Expert reports
*The role of experts in antitrust, securities litigation, and professional liability cases
*Credibility as a witness |
| 3/18/2020 | 12 - 2 p.m. | Online | 2 CPE | Add |
| New Surgent's Top 10 Technology Risks and Trends Every CPA Should Know (Webinar) (WSTECS08)*Discuss importance of securing client data*Describe how to avoid malware and other security threats*Explore recent SEC cybersecurity guidance*Discuss risks from the use of audit software*Explain threats to independence resulting from hosting the client's data*Explore how data analytics are being applied in audits*Explain the trends and risks related to blockchain *Describe migrating data to a cloud-based environment*Explore the recent Cybersecurity Risk Management Framework*Discuss attest service options related to a client's cybersecurity risk management program |
| 3/13/2020 | 8 - 11:30 a.m. | Online | 4 CPE | Add |
| New Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment (Webinar) (WSWHLR04)*An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance
*An overview of sexual harassment and workplace retaliation
*The supervisor's (or manager's) role in preventing harassment and in reducing the company’s potential liability through good faith efforts at compliance
*Review a compliant procedure for handling harassment concerns |
| 3/18/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| MNCPA Technology Conference (XMCC) |
| 6/29/2020 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 16 CPE | Add |
| Leadership Academy (LEADAC)*Workshop 1 (July 29): Leadership Foundations and Development Plans -- Explore leadership paradigms, key traits of successful CPA firm leaders and what it takes to build a strong personal leadership foundation. Assess your unique qualities and see how they impact your leadership approach as you start crafting your leadership development plan. Hear from prior Leadership Academy participants at a panel discussion and social hour. (8 CPE)
*Workshop 2 (Sept. 30): 360-Degree Leadership: Lead Well in All Directions -- Build on your progress and share the challenges and successes you've encountered so far. Get guidance on common work-life issues and find out how to handle the challenges of serving in a middle-management role. Expand your view of leadership to include upward and horizontal leadership, as well as self-leadership. (8 CPE)
*Workshop 3 (Nov. 6): Fill Your Toolbox: Essential Leadership Skills -- Sharpen the critical leadership tools needed to navigate various challenges and opportunities, from delegation and coaching to having tough conversations, handling conflict and leading effective meetings. Learn what it means to be an ethical leader and explore the issues other participants are having as you check in on your leadership development plan progress. (8 CPE/1 Ethics)
*Workshop 4 (Dec. 16): The Next Frontier: Become a Strategic Leader -- Polish your plan and find out how to elevate your value as a leader by developing your skills in strategic thinking, innovation and leading change. Gain inspiration on where your next leadership opportunity may lie, including options at the MNCPA. Wrap up by celebrating your success -- and committing to future leadership progress -- alongside the sponsoring partners from your firm. (8 CPE)
*Coaching Session -- To be scheduled by participantsIndividual 50-minute phone session with instructor to review your leadership development plan progress and focus on how you'll implement key action steps. (1 CPE) Register by May 29 and receive an additional, one-on-one leadership coaching session with Jon Lokhorst (qualifies for 1 extra CPE credit). |
| 7/29/2020 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 33 CPE / 1 Ethics | Add |
| 66th Annual MNCPA Tax Conference (TAX20) (XTC) |
| 11/16/2020 | 8 a.m. - 5 p.m. | Minneapolis, MN | 16 CPE | Add |
| Candid Conversations With Women (XCCAW) |
| 8/6/2020 | 1 - 4:40 p.m. | Twin Cities, MN | 4 CPE | Add |
| MNCPA School District Audits Conference (Simulcast) (WMXASA)*Legislative Update
*Legal Compliance Update
*Behavioral Ethics
*Technical Update
*Fraud
*Minnesota Department of Education Update
*Auditing Standards Refresher
*Cybersecurity |
| 6/1/2020 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE | Add |
| New Intermediate Employee Benefit Plans Audit (Certificate Program) (JI169300)*Planning and general procedures
*Internal control
*Investments and investment issues
*Types of plans
*Key compliance elements
*Limited scope issues
*Financial statement presentation, disclosure and regulatory reporting |
| Self-Study | | Format: On-Demand | 13 CPE | Add |
| 14th Annual MNCPA Audits of Employee Benefit Plans Conference (Simulcast) (WMXAEBC) |
| 5/18/2020 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE | Add |
| The Preparation of Form 1041: Understanding the Law (Subchapter J of the Internal Revenue Code) (Webinar) (WA531890)*Understanding the basics of Subchapter J of the Internal Revenue Code
*Understanding income issues
*Understanding deduction issues
*How to comply with the Affordable Care Act tax compliance issue
*How the Tax Cuts and Jobs Act issues are dealt with |
| 3/20/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Everything that You Need to Know About the New Pass-Through Entity Rules (IRC Sec. 199A) (Webinar) (WA595428)*Definition of a Pass-Through Entity
*The "20% Deduction" Computation
*Eligible (Qualified) Business Income Limitation
*Taxable Income Limitation
*Excess Income Limitation
*Specified Service Trade or Business ("SSTB") issues
*Regulation issues
*Planning opportunities |
| 3/28/2020 | 1 - 5 p.m. | Online | 4 CPE | Add |
| Everything that You Need to Know About the New Pass-Through Entity Rules (IRC Sec. 199A) (Webinar) (WA595429)*Definition of a Pass-Through Entity
*The "20% Deduction" Computation
*Eligible (Qualified) Business Income Limitation
*Taxable Income Limitation
*Excess Income Limitation
*Specified Service Trade or Business ("SSTB") issues
*Regulation issues
*Planning opportunities |
| 3/31/2020 | 1 - 5 p.m. | Online | 4 CPE | Add |
| The SECURE Act, the Extenders and How it Applies to Retirement Planning (Webinar) (WA594284)? Overview of the SECURE ACT
? RMD changes
? IRA changes
? "Stretch" changes
? New penalty exceptions
? 401(k) plan changes
? Employer tax credits
? Extender legislation
? ACA changes |
| 3/4/2020 | 1 - 5 p.m. | Online | 4 CPE | Add |
| The SECURE Act, the Extenders and How it Applies to Retirement Planning (Webinar) (WA594285)? Overview of the SECURE ACT
? RMD changes
? IRA changes
? "Stretch" changes
? New penalty exceptions
? 401(k) plan changes
? Employer tax credits
? Extender legislation
? ACA changes |
| 3/19/2020 | 8 a.m. - 12 p.m. | Online | 4 CPE | Add |
| The SECURE Act, the Extenders and How it Applies to Retirement Planning (Webinar) (WA597358)? Overview of the SECURE ACT
? RMD changes
? IRA changes
? "Stretch" changes
? New penalty exceptions
? 401(k) plan changes
? Employer tax credits
? Extender legislation
? ACA changes |
| 3/23/2020 | 9 a.m. - 1 p.m. | Online | 4 CPE | Add |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (WA587192)*Integrated Planning Techniques (Estate, Financial, and Asset Protection)
*Needs of the Business Owner
*Business Continuation Consideration
*Succession Planning Issues
*Dealing with the Owner
*Integration of Retirement Needs
*"Buy-Sell Agreement" Issues
*Liquidity Issues |
| 3/4/2020 | 12 - 1:50 p.m. | Online | 2 CPE | Add |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (WA587246)*Integrated Planning Techniques (Estate, Financial, and Asset Protection)
*Needs of the Business Owner
*Business Continuation Consideration
*Succession Planning Issues
*Dealing with the Owner
*Integration of Retirement Needs
*"Buy-Sell Agreement" Issues
*Liquidity Issues |
| 3/19/2020 | 9:30 - 11:20 a.m. | Online | 2 CPE | Add |
| How State Lines Impact Estate, Tax and Financial Planning (Webinar) (WA603648)*State Transfer Taxes
*Spousal Rights
*Intestate Succession
*Formal Will Requirements
*Distribution Planning Issues
*Disability issues
*Durable Power of Attorney Issues
*Medical Health Care Directive Issues |
| 3/27/2020 | 2 - 3 p.m. | Online | 1 CPE | Add |
| Estate Administration Process: The Tax Practitioners Guide (Webinar) (WA604847)ú Estate settlement issues
ú Collection and accounting of assets
ú Determining the legitimacy of debts and creditors
ú Payment of creditors
ú Distribution issues
ú Probate issues
ú Will contests
ú Inventory of assets
ú Fiduciary duties
ú Rights of creditors, third parties, and beneficiaries
ú Federal estate tax issues
ú State death tax issues
ú Ancillary estate administration issues
ú Fiduciary accounting issues
ú Special issues regarding trusts |
| 3/27/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Recognizing and Correcting Failures in a Client's Estate Plan (Webinar) (WA602438)*Recognizing Why Clients Fail
*Distinguish and Understand the Core Objectives of an Estate Plan
*Implementation of the Core Objectives
*Understanding the Needs of a Client
*How to Gather Data
*Disability Issues
*Distribution Issues
*Identifying Failures
*Proper Selection of Fiduciaries |
| 3/27/2020 | 12 - 1 p.m. | Online | 1 CPE | Add |
| The Preparation of Form 1041: Understanding the Entities (Webinar) (WA531266)*Specific issues regarding a decedent's estate
*Specific issues regarding a trust
*Classification of trust entities
*Understanding various fiduciary issues
*Understanding estate documents |
| 3/20/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Revising and Expanding Charitable Planning Techniques (Webinar) (WA601228)*Charitable giving using life insurance
*Charitable remainder trusts (CRATS and CRUTS)
*Charitable lead trusts
*Present value analysis
*Proper use of life insurance trusts |
| 3/27/2020 | 10 a.m. - 12 p.m. | Online | 2 CPE | Add |
| Revising Your Estate Plan due to Tax Reform (Webinar) (WA597564)*Overview of the new estate and gift tax rate structure
*Dealing with "Portability"
-Why to elect Portability
-Why to not elect Portability
*Planning Considerations
*Proper use of a split-interest trust
*Proper use of a Family Limited Partnership |
| 3/6/2020 | 11 a.m. - 1 p.m. | Online | 2 CPE | Add |
| Advanced Issues in the Preparation of Form 1041 (Webinar) (WA532514)*Charitable and split-interest trust compliance issues
*Irrevocable Grantor Trust issues
*IRC Sec. 645 election issues
*Understanding the basics of Subchapter J of the Internal Revenue Code
*Schedule A (Charitable Deduction) compliance issues
*Schedule B (Income Distribution Deduction) compliance issues
*Advanced Distributable Net Income (DNI) issues |
| 3/20/2020 | 7 - 9 a.m. | Online | 2 CPE | Add |
| Fringe Benefit Planning Under Tax Reform (Webinar) (WA598643)*An overview of the fringe benefit planning process
*Understanding the needs of the business owner
*Understanding the needs of the employees
*Options under IRC Sec. 132 fringe benefit plans
*Automobile issues
*Disability issues
*Dependent care issues
*Medical issues
*Long-term care issues
*Life insurance issues
*Education issues
*Expense reimbursement issues
*Cafeteria plan issues |
| 3/6/2020 | 9 - 11 a.m. | Online | 2 CPE | Add |
| Tax Planning Based Upon Form 1040 (Webinar) (WA596553)*Integration of Planning
*Child issues
*Alimony issues
*Other divorce issues
*Death of a client
*Terminally ill issues
*Damages and attorney fees
*Retirement issues
*Medical expenses
*Fringe benefit issues
*Disaster losses
*Kiddie tax issues |
| 3/28/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| Tax Planning Based Upon Form 1040 (Webinar) (WA596554)*Integration of Planning
*Child issues
*Alimony issues
*Other divorce issues
*Death of a client
*Terminally ill issues
*Damages and attorney fees
*Retirement issues
*Medical expenses
*Fringe benefit issues
*Disaster losses
*Kiddie tax issues |
| 3/31/2020 | 8 - 10 a.m. | Online | 2 CPE | Add |
| Domicile Planning for your Client (Webinar) (WA599962)*Reasons for Domicile Planning
*The Response of the Various States
*Domicile Defined
*Significance of Domicile
*Types of Domicile
*Domicile Planning Checklist |
| 3/6/2020 | 1 - 2 p.m. | Online | 1 CPE | Add |
| Postmortem Estate Planning (Webinar) (WA605980)*Alternative valuation date (AVD) issues
*Portability Issues
*Installment payments of estate taxes (IRC Section 6166)
*QTIP elections under IRC Sec. 2056(b)(7)
*The use of qualified disclaimers
*Basis issues
*Final income tax return of the decedent
*Medical expenses of final illness
*Savings bond interest acceleration
*Estate fiscal year and accounting method elections
*The sixty-five-day rule election
*Income and deductions in respect of the decedent (IRD) |
| 3/27/2020 | 1 - 3 p.m. | Online | 2 CPE | Add |
| Strategic Planning For Small and Medium-Sized Businesses: Moving from Ideas to Action (Webinar) (WA422804)*A simple but effective approach to Strategic Planning
*Current approaches to performance measurement
*Linking strategic planning with performance measurement
*Using critical success factors to align strategy with action
*Exercise: creation and critique of CSF's
*Linking CSF's with the Balanced Scorecard
*Tying the Financial Plan to the Strategic Plan
*Integrated performance metrics success sto |