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New 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
New 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
New 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
New 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
New MBAexpress: Good Governance (Self-Study) (JI14NOC)Duty of Care Duty of Loyalty Increased Risk Factors Minimizing Liability *Ethical Organization Strategies
Self-Study		Format: On-Demand	1 CPE / 1 Ethics	Add
New Auditing Employee Benefit Plans (Self-Study) (JI153007)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	10.5 CPE	Add
New Fair Value Accounting (Self-Study) (JI153344)Fair value measurement and disclosures Fair value measurement in business combinations Testing for subsequent impairment of fair value Working with a valuation specialist *Documentation considerations
Self-Study		Format: On-Demand	7.5 CPE	Add
New Corporate Income Tax Workshop (Self-Study) (JI153822)S corporation qualifications and election C corporation IRC Section 1244 stock Cash and accrual accounting methods Revenue recognition methods Expensing versus capitalization rules Depreciation and inventories Dividends, interest, and other income Employee benefit and retirement plans Net operating losses Passive activities and at-risk limitations PPACA: net investment income tax, Medicare tax Tax return disclosures Sale of properties Other taxes: alternative minimum tax, accumulated earnings tax, personal holding *Tax payments and penalties
Self-Study		Format: On-Demand	20.5 CPE	Add
New Audits of 401(k) Plans (Self-Study) (JI154845)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
New Best Practices for Payroll Taxes and 1099 Issues (Self-Study) (JI157993)Update on new changes made to payroll tax legislation for the current year including changes in health care laws Review of various websites, forms, publications, and other payroll and benefit tax resources Properly reporting payroll withholding for various types of compensation Understanding the 20 Factor Test for employee classification Section 530 relief for employers with worker classification issues Reporting requirements on a quarterly and annual basis Understanding new hire reporting and latest changes in I-9 Reporting to verify employee identity and work eligibility Forms W-2 and W-3 Issues How to properly classify employee benefit tax liabilities
Self-Study		Format: On-Demand	16 CPE	Add
New Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes (Self-Study) (JI158013)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
New Forensic Accounting: Fraudulent Reporting and Concealed Assets (Self-Study) (JI158022)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
New Professional Ethics for CPAs in Business & Industry (Self-Study) (JI158906)Confidential client information Conceptual framework Conflict of interest Competence and due care
Self-Study		Format: On-Demand	2 CPE / 2 Ethics	Add
New Independence (Self-Study) (JI159187)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 CPE / 4 Ethics	Add
New Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors (Self-Study) (JI159825)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
New MBAexpress: International Business (Self-Study) (JI15NOC)Business Models Customs and Etiquette Communication Import/Export/Product liability Guides/Interpreters International markets
Self-Study		Format: On-Demand	1 CPE	Add
New Walkthrough of the Description Critieria (Self-Study) (JI162230)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
New Walkthrough of the Trust Services Criteria (Self-Study) (JI162240)Components of a system Trust services criteria
Self-Study		Format: On-Demand	4 CPE	Add
New Advanced Excel: Practical Applications for Accounting Professionals (Self-Study) (JI163143)Advanced pivot tables 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
New Financial Forecasting and Decision Making (Self-Study) (JI163153)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 Determining maximum sustainable growth Using forecasting to aid growth planning *Forecasting short-term cash requirements
Self-Study		Format: On-Demand	5 CPE	Add
New AICPA's Annual Update: Top Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs (Self-Study) (JI163163)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	9 CPE	Add
New 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
New Fundamentals of Governmental Accounting and Reporting (Self-Study) (JI163213)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	8 CPE	Add
New Audit Workpapers: Documenting Field Work (Self-Study) (JI163223)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
New Audit Workpapers: Reviewing Field Work Documentation (Self-Study) (JI163233)"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
New Social Security and Medicare: Maximizing Retirement Benefits (Self-Study) (JI163253)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 new 3.8% Medicare surtax on investment income
Self-Study		Format: On-Demand	7 CPE	Add
New Construction Contractors: Accounting, Auditing and Tax (Self-Study) (JI163363)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	10 CPE	Add
New Construction Contractors Advanced Issues (Self-Study) (JI163372)Contractor internal controls Fraud and the contractor Joint venture accounting Contractor's benchmarks Cash management for the contractor Construction cost allocations Assisting the financially troubled contractor Audit risks Deferred income taxes Tax planning and AMT *Look-back method
Self-Study		Format: On-Demand	7 CPE	Add
New Form 990: Mastering its Unique Characteristics (Self-Study) (JI163403)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
New Studies on Single Audit and Yellow Book Deficiencies (Self-Study) (JI163503)Engagement letters Management representation letters Yellow Book continuing professional education The GAO and Independence Single audit or program-specific audit Major program determination Allowable costs Abuse Fraud risk factors Audit sampling Documentation Drafting findings *Schedule of Federal Expenditures (SEFA)
Self-Study		Format: On-Demand	7.5 CPE	Add
New Advanced Controller and CFO Skills (Self-Study) (JI163512)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
New Advanced Auditing of HUD-Assisted Projects (Self-Study) (JI163613)HUD audit environment Audit standards for audits of HUD-assisted projects Fieldwork standards for audits of the HUD-assisted projects Audits of HUD-regulated lenders Reporting standards for audits of HUD-assisted projects Annual financial statement requirements *Mortgagees
Self-Study		Format: On-Demand	6 CPE	Add
New Annual Update for Controllers (Self-Study) (JI163623)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	8 CPE	Add
New AICPA's Annual Federal Tax Update (Self-Study) (JI163743)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 Individual Income, Deductions, and Business Activities Pass-Through Entities and Passive Activities Depreciation and Amortization Retirement Plans and Fringe Benefits Corporate Income, Deduction, Gains, and Losses Accounting Methods and Periods Estates, Gifts, and Trusts *Compliance
Self-Study		Format: On-Demand	14.5 CPE	Add
New Yellow Book Financial Audits (Self-Study) (JI163822)Foundation and ethical principles of government auditing Standards for use and application of Generally Accepted Government Auditing Standards (GAGAS) ("Yellow Book") General standards Standards for financial audits *Latest developments
Self-Study		Format: On-Demand	4 CPE	Add
New Financial Forecasting: Planning for Success (Self-Study) (JI163851)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	4 CPE	Add
New Lean Accounting and Management: Saving Money by Streamlining Operations (Self-Study) (JI163862)Basic principles of lean accounting and thinking Target costing and budgeting Value stream management Capacity Management Material requirements planning Continuous process improvement *Performance management
Self-Study		Format: On-Demand	6 CPE	Add
New Analyzing Costs, Productivity and Efficiency: Three Ways to Boost Your Bottom Line (Self-Study) (JI163882)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
New Risk, Cost and Cash Management for Controllers and Financial Managers (Self-Study) (JI163912)Techniques and ideas to establish and maintain an effective organization Examples of successful and failed companies as a source of learning Identification of broad measures that provide insights into the direction of the economy Practical ideas to improve forecasting *Framework and methods to uncover and manage risk
Self-Study		Format: On-Demand	5.5 CPE	Add
New Annual Update for Preparation, Compilation and Review Engagements (Self-Study) (JI163933)Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard setting projects Special Purpose Framework financial statement issues *Latest developments
Self-Study		Format: On-Demand	9 CPE	Add
New U.S GAAP: Review for Business and Industry (Self-Study) (JI163973)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	10 CPE	Add
New Common U.S GAAP Issues Impacting all CPAs (Self-Study) (JI163993)The financial reporting environment Summary of recent FASB releases Accounting and reporting topics common to most entities, including the following: Recognizing revenue under the new standard The new leasing model Fair value accounting Inventory Intangible assets, goodwill, and asset impairment and disposal issues Property, plant, and equipment -- including capitalized interest and nonmonetary transactions Accounting for debt Accounting for income taxes Financial statement presentation and notes disclosures *The financial statements
Self-Study		Format: On-Demand	10.5 CPE	Add
New Transforming Your Role as Controller to Business Partner (Self-Study) (JI164202)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	10 CPE	Add
New Revenue Recognition: Mastering the New FASB Requirements (Self-Study) (JI164242)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
New Nexus Update: Latest Developments in State Income, Franchise and Sales Taxes (Self-Study) (JI164252)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 Reviewing Individual Tax Returns: What Are You Missing (Self-Study) (JI164272)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
New Advanced Topics in a Single Audit (Self-Study) (JI164292)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
New Applying the Uniform Guidance for Federal Awards in Your Single Audit (Self-Study) (JI164302)Fundamentals of a single audit Identifying federal assistance and determining major programs Understanding, assessing and testing internal controls Testing compliance with laws and regulations and applicable compliance requirements Auditor's reports Program-specific audits *Audit tools and guidance
Self-Study		Format: On-Demand	10.5 CPE	Add
New Fundamentals for Performing a Single Audit under the Uniform Guidance for Federal Awards (Self-Study) (JI164311)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
New Introduction to Business Valuation (Self-Study) (JI164611)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
New AICPA Peer Review Update Course (Self-Study) (JI164622)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
New AICPA Peer Review Must-Select Industry Update: Employee Benefit Plans (Self-Study) (JI164632)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
New AICPA Peer Review Must-Select Industry Update: Governmental--Government Auditing Standards (Self-Study) (JI164642)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	3.5 CPE	Add
New Employee Law Update: Key Risks and Recent Trends (Self-Study) (JI164681)Employment issues related to social media, e-device and bring your own device (BYOD) policies, internet use, and website contents Wrongful termination, at-will employment, constructive discharge, and retaliation Age, race or national origin, sex, gender, sexual orientation, genetic, religious, disability, and other forms of discriminationDealing with whistleblowers in all types of organizations Wage and hour issues and issues related to immigration and 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
Self-Study		Format: On-Demand	8 CPE	Add
New Fraud and Cash Receipts: Common Frauds and Internal Controls (Self-Study) (JI164791)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
New Form 990: Exploring the Form's Complex Schedules (Self-Study) (JI164801)Key issues that affect how public charities are classified and relate to Schedule A reporting The various public policy realms inquired of in Schedule C Complexity and problems within Schedule F's instructions Identification of, and reporting in Schedule R, of related organizations The various types of "transactions with Interested Persons" required to be disclosed in Schedule L Critical issues to avoid in Schedules K and N *Items to watch for when completing Schedule J's Parts I and II
Self-Study		Format: On-Demand	10 CPE	Add
New SEC Reporting (Self-Study) (JI164861)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
New Controller's Update: Today's Latest Trends (Self-Study) (JI164910)Leading-edge financial management tools and techniques New issues in treasury management and controllership Current trends in information systems and technology Current trends in leading and developing staff to increase productivity and profitability
Self-Study		Format: On-Demand	7.5 CPE	Add
New Credit Impairment - Financial Instruments: Mastering the New FASB Requirements for the Allowance for Credit Loss (Self-Study) (JI164921)Current expected credit loss history Measuring expected credit losses Bond and equity portfolios Current expected credit loss models *Presentation and disclosure requirements
Self-Study		Format: On-Demand	6.5 CPE	Add
New Leases: Mastering the New FASB Requirements (Self-Study) (JI164931)Lease classification Amortization of the lease asset Derecognition of the underlying asset Recognition of lease receivables
Self-Study		Format: On-Demand	8 CPE	Add
New A Firm's System of Quality Control (Self-Study) (JI164970)Introduction to Statements on Quality Control Standards (SQCS) No. 8 The six elements of quality control Monitoring your QC system Documenting and communicating your QC system Common peer review matters related to QC systems Scenarios, tips, and tools
Self-Study		Format: On-Demand	8 CPE	Add
New Taxation for Individuals Living Abroad and Foreign Nationals Living in the U.S. (Self-Study) (JI164981)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
New Challenges of Implementing the New Not-for-Profit Financial Statement Standard (Self-Study) (JI165570)FASB ASU No. 2016-14
Self-Study		Format: On-Demand	2.5 CPE	Add
New Financial Statement Reporting: Tackling Complex Disclosures (Self-Study) (JI165820)Financial statement disclosure Fair value disclosures Accounting changes and error correction Subsequent events
Self-Study		Format: On-Demand	3.5 CPE	Add
New Documenting Your EBP Audit: What You Need to Know (Self-Study) (JI165841)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	9 CPE	Add
New Not-for-Profit Financial Reporting: Mastering the Unique Requirements (Self-Study) (JI165880)*ASU No. 2016-14
Self-Study		Format: On-Demand	4 CPE	Add
New Cybersecurity Advisory Services: Readiness Assessment Deep Dive (Self-Study) (JI165980)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
New Applying Professional Skepticism in an Audit (Self-Study) (JI166020)Professional skepticism Professional judgment Judgement framework Fraud triangle
Self-Study		Format: On-Demand	4.5 CPE	Add
New Protecting Your Client and Your Firm from Tax Return Identity Theft (Self-Study) (JI166090)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
New Reviewing Pass-Through Tax Returns: What Are You Missing? (Self-Study) (JI166110)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
New Cybersecurity Readiness Assessments (Self-Study) (JI166130)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
New Tax Reform's Impact on International Business (Self-Study) (JI166360)Overview of International Tax Reform Overview of Business Provision (Non-international) The International Provisions Quasi-Territorial Rules Related to Passive and Mobile Income GILTI/FDII Other Subpart F Modifications Prevention of Base Erosion (outbound) Modification Related to FTC System Inbound Transaction Rules Insurance Exception to PFCI Rules Repeal of FMV Method of Interest Apportionment Provisions impacting foreign income of U.S. persons/companies Provisions impacting non-U.S. persons investing in the United States
Self-Study		Format: On-Demand	5.5 CPE	Add
New Tax Reform's Impact on Outbound Taxation (Self-Study) (JI167500)Overview of international tax reform Overview of business provisions (Non-international) Rate cut Cost recovery IRC Section 163(j) Modification of NOL rules Carried interest Sale and exchanges of partnership interests The international provisions Quasi-territorial Dividends received deduction Sales and transfers of 10 percent owned foreign corporations Foreign branch loss transfer recapture Treatment of deferred foreign income (one-time tax) *Examples
Self-Study		Format: On-Demand	3 CPE	Add
New Tax Reform's Impact on Global Intangible Low-Taxed Income and Foreign-Derived Intangible Income (Self-Study) (JI167510)Overview of international tax reform Overview of business provisions (non-international) Rate cut Cost recovery IRC Section 163(j) Modification of NOL rules Carried interest Sale and exchanges of partnership interests The international provisions Rules related to passive and mobile income GILTI/FDII Global intangible low-taxed income inclusion (GILTI) *Deduction for foreign derived intangible income (FDII)
Self-Study		Format: On-Demand	2 CPE	Add
New Tax Reform's Impact on Other Subpart F Modifications and Inbound Transactions (Self-Study) (JI167520)Overview of international tax reform Overview of business provisions (non-international) Rate cut Cost recovery IRC Section 163(j) Modification of NOL rules Carried interest Sale and exchanges of partnership interests The international provisions Other Subpart F modifications Modification of IRC Section 958(b)(4) Modification of the definition of "U.S. shareholder" Elimination of 30-day control requirements Other Prevention of base erosion (outbound) IRC Section 936(h)(3)(B) changes Hybrid transaction rules No 1(h)(11) rate for "inverted" companies
Self-Study		Format: On-Demand	2 CPE	Add
New 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
New MBAexpress: Latest in Leadership (Self-Study) (JI17NOC)The principles of improvisation are: respect, support, trust, listen, focus, adapt Team building Leadership attributes Leadership styles
Self-Study		Format: On-Demand	1 CPE	Add
New 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
New MBAexpress: Nuances of Negotiating (Self-Study) (JI19NOC)N/A
Self-Study		Format: On-Demand	1 CPE	Add
New 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
New 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
New 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
New 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
New 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
New 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
New 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
New 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
New 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
New 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
New 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
New 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
New 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
New 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
New The Finance & Accounting Organization as a Strategist and Partner to the Business (Self-Study) (JI65000)Business partner best practices and skill sets How to build a base of credibility and trust Organizational structure that showcases the partnership role The key elements of the talent development process *How to retain your best employees
Self-Study		Format: On-Demand	1 CPE	Add
New 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
New 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
New 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
New 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
New 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
New Health Care Reform Act: Critical Tax and Insurance Ramifications (Self-Study) (JICL4HCR)Individual Shared Responsibility Payments and Premium Tax Credits Employer Shared-Responsibility Payments IRS Employer and Insurer Reporting Requirements Small Business Tax Credit, SHOP Exchange, and Other ACA Tax Changes Impacting Individuals
Self-Study		Format: On-Demand	5.5 CPE	Add
New 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	11 CPE	Add
New Governmental Accounting and Auditing Update (Self-Study) (JIGAU)Federal government activities Accounting standards updates *GASB activities
Self-Study		Format: On-Demand	5.5 CPE	Add
New Governmental Accounting and Auditing 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	7 CPE	Add
New 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
New 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	4.5 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 Principle and Income ActCalculation of DNI utilizing three different methods, a "Forms" method (Schedule B), a "Code" method, and a "Shortcut" method, utilizing a worksheet of common income and expensesProper W-2 preparation and procedures in the year of deathTaxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of Simple Trusts Fluctuating trusts -- Simple one year, complex the nextDividing income in the year of death Overview of Subchapter J Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms
Self-Study		Format: Downloadable PDF	16 CPE	Add
Surgent's Review of Form 709: Gift Tax Return (Self-Study) (JSDL709R)* Form 709: gift tax reporting; the effect of the lifetime exclusion * Present interest versus future interest * The annual exclusion, what qualifies and how is it calculated* When are consenting spouses not required to file Form 709* What gifts are excluded from gift tax reporting* Adequate disclosure requirements and the statute of limitations * Proper gift tax reporting of front-end loaded Section 529 qualified tuition plans * The inclusion of up-to-date revised forms and references Calculation of unified credit and prior years credit re-calculationCalculation of additional credit for decedent spouses unused exemption (DSUE)
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's Current Issues in Accounting and Auditing: An Annual Update (Self-Study) (JSDLAAU4)Recently issued FASB Accounting Standards UpdatesRevenue recognitionLeasesFinancial instrumentsSSARS No. 21, Clarification and Recodification, and other recently issued SSARSCurrent attestation matters on the radar*Other important A&A practice matters
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Accounting and Reporting Update for Tax Practitioners (Self-Study) (JSDLAAUP)Recent standard setting and consulting activities at the PCC, FASB, ASB, and ARSCTax basis financial statements*SSARS No. 21, Clarification and Recodification, and other recently issued SSARS
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's A&A Hot Topics: Getting a Grasp on the Big Issues Facing the Industry (Self-Study) (JSDLAAYR)"Little GAAP"New U.S. Accounting PrinciplesRevenue RecognitionLeasesFASB's Financial Instruments ProjectThe United States Securities and Exchange Commission (SEC) Hot TopicsCOSO's Updated Enterprise Risk Management FrameworkCurrent 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 activitiesRecently issued FASB Accounting Standards Updates* Revenue recognition* LeasesOther items on the FASB's Technical AgendaRecent SEC activityRecently issued SASs and other AICPA and PCAOB activitySSARS No. 21, Clarification and Recodification and other recently issued SSARSAudit quality issuesOther important A&A practice matters
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Limited Liability Companies: Losses, Liquidations, Terminations, Continuations and Sales (Self-Study) (JSDLACL4)Partnership losses: when are they deductible? Death or retirement of a member or partner -- Understanding the alternatives Continuation and termination in the context of a merger or acquisition Sales of an LLC interest -- holding period and hot asset issues
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's S Corporations: Compensation and Redemptions (Self-Study) (JSDLACS4)Compensation planning in S Corporations, including limitations in a family-controlled business Use of redemptions *Estate planning for S Corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (JSDLACTL)Single-member limited liability companies as an alternative to subsidiaries Cancellation of indebtedness: rules and regulations How the IRS views members or partners for Social Security purposes Special problems when forming an LLC Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting "bottom dollar" guarantees Distributions: is it just a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactionsDeath or retirement of a member or partner -- Understanding the alternatives Step-up in basis issues -- How to make the computations and elections Property transactions between the LLC/LLP and its members or partners -- Inbound and outbound transactions: what to do with built-in gain or loss property Partnership losses: when are they deductible? Material participation rules for LLC members and limited partners: how they affect passive loss issues Continuation and termination of an LLC/partnership in the context of a merger or acquisition Sales of an LLC Interest -- holding period, and hot asset issues Impact of the tax on investment income on the sale of an interest in a partnership or LLC*New: Section 199A, technical termination of partnership repealed, other issues under 2017 Act
Self-Study		Format: Downloadable PDF	10 CPE	Add
Surgent's Advanced Critical Tax Issues for S Corporations (Self-Study) (JSDLACTS)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 is permanent 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 activitiesFASB Accounting Standards UpdatesRevenue recognitionLeases*Other important accounting matters
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Avoiding Audit Documentation and Engagement Wrap-Up Deficiencies (Self-Study) (JSDLADED)* Leverage the workpaper review process to ensure compliance with audit documentation standards * Emphasize the importance quality control monitoring to identify deficiencies in compliance with professional and regulatory standards * Suggestions to mitigate "real-life" audit report dating issues/concerns encountered by audit firms (e.g., issuing multiple audit reports with an appropriate audit report date, subsequent events identified after audit report date but prior to report release date, sufficiently fulfilling the document completion date requirements, management representation letter dating, evaluating the sufficiency of attorney's letter responses, etc.) * How Yellow Book and Single Audit standards influence general audit procedures and issuing audit reports
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's AICPA Update (Self-Study) (JSDLAICU)FRF for SMEs(TM) SSARS No. 21, Clarification and Recodification, and other recent ARSC UpdatesSSARS No. 22, Compilation of Pro Forma Financial Information Recent ASB activities and other auditing matters on the radar
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's Master Accounting for Income Taxes Without Overtaxing Your Brain (Self-Study) (JSDLAIT4)The sources of deferred tax assets and liabilitiesCalculating the deferred tax asset or liabilityReporting income-tax expense and balance sheet itemsDefining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilitiesDisclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (JSDLANFP)Refining key planning and general auditing considerations to the not-for-profit environment Characteristics of not-for-profit financial statements that require special attention The auditor's consideration of fraud in auditing a not-for-profit entityAudit procedures to become comfortable with management's recording and reporting of contributions and promises to give Auditing how a not-for-profit entity gets from natural expenses to functional expenses Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements Considerations related to Yellow Book and single auditsThe 2017 version of the course will also contain bonus coverage of the new ASU on not-for-profit financial statements (i.e., ASU No. 2016-14) and a discussion of issues related to the revenue recognition standard
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under Section 754 and Related Provisions (Self-Study) (JSDLAPLW)Identify when an election to adjust basis will be available Determining when the basis adjustment must be made or may be made without an election Learn how to make the calculations to determine a step-up and allocate that step-up among partnership assets Examine practical examples dealing with a sale of a partnership interest and the effects of Section 734(b) Explore the alternatives to electing a basis adjustment Understand a distribution of property and when an inside basis adjustment can be considered Study examples dealing with sale of assets vs. sale of partnership interests and issues with hot assets Find out how to keep track of the "books" for tax preparers when the inside basis adjustment is made, and how to flow through adjustments through a tax return and K-1. *...and much more!
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Annual Auditing Update (Self-Study) (JSDLAUU4)Recently issued SASs and Exposure DraftsSSARS No. 21, Clarification and RecodificationOther ARSC activities related to compilations and reviewsChanges brought by the issuance of SSAE No.18, Attestation Standards: Clarification and Recodification
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's S Corporation, Partnership and LLC Tax Update (Self-Study) (JSDLBCP4)Tax reform updateSelected Practice and Reporting Issues Coverage of all 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
Surgent's Best S Corporation, Limited Liability and Partnership Update Course (Self-Study) (JSDLBCPE)Tax reform updateSelected Practice and Reporting Issues: What's new?A review of the key cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnershipsChoice of entity issues: is the C corporation a viable choice?Basis issues: at-risk, passive activities for partnerships and LLCsSelf-employment taxes: are there major changes affecting S Corporation shareholders on the horizon?Debts between entities and the investors: open-account and written debt; defining bona fide debt for back-to-back loansImpact of the net investment income tax on the owners of pass-through entitiesImpact of health care changes on pass-through entitiesAny late-breaking tax legislation*Review of the year's most important business tax cases, revenue rulings, PLRs, etc.
Self-Study		Format: Downloadable PDF	12 CPE	Add
Surgent's Federal Tax Update (Self-Study) (JSDLBFT4)Coverage of individual and business changes related to tax reformHow the Code affects tax planning for individuals and businessesThe latest on depreciation and safe harbor expensing options, including the $2500 de minimis expense itemReview of pertinent cases and rulings regarding exclusions, character issues, retirement plans, travel and other items affecting your individual taxpayersPractice aids, including all the numbers applicable for the current year - inflation-adjusted amounts, mileage rates, retirement contributions, and moreOther late-breaking tax law changes
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Best Federal Tax Update Course (Self-Study) (JSDLBFTU)Taxation of pass-through entitiesDeduction of home mortgage interestNew depreciation rules and Sec 179 expensingModification of NOL RulesNew alimony rulesAdvanced practitioner issuesReview of pertinent cases and rulings regarding exclusions, character issues, retirement plans, travel and other items affecting your individual taxpayersPractice aids, including all the numbers applicable for the current tax year -- inflation-adjusted amounts, mileage rates, retirement contributions, and moreRecent developments with business entities, including C corporations, S Corporations, partnerships, and limited liability companiesThe latest issues related to passive activities, substantiation and any other late-breaking tax law changes
Self-Study		Format: Downloadable PDF	16 CPE	Add
Surgent's Individual Income Tax Update (Self-Study) (JSDLBIT4)Tax reform changes affecting individual clientsComplete coverage of all the latest IRS rulings and procedures affecting individuals in general, along with an up-to-date summary of the most important tax court decisions and tax law changes in this areaTax strategies to combat the net investment income taxA focus on tax planning opportunities, including year-end strategiesPractice aids, including inflation-adjusted amounts and some 2018 numbers, including mileage rates and moreOther late-breaking tax law changes :
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Best Individual Income Tax Update Course (Self-Study) (JSDLBITU)Complete coverage of all the latest IRS rulings and procedures affecting individuals in general, along with an up-to-date summary of the most important tax court decisions Tax reform implications for individual clientsDeduction of home mortgage interestModification of NOL RulesNew alimony rulesRetirement plans: what is new?Tax on net investment income:The latest ideas dealing with the tax aspects of investments; dealing with all the issues of the passive activity rulesIdentity theft: the latest issues and updatesRetirement planning strategies: qualified plans and IRAs, traditional and Roth; resolving issues of improper early or late distributions and rolloversDomicile issues for your clients moving to Florida and other income tax friendly statesPractice aids, including inflation-adjusted amounts and 2017 numbers, including mileage rates and moreYear-end tax planning ideasOther late-breaking tax law changes
Self-Study		Format: Downloadable PDF	12 CPE	Add
Surgent's Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them (Self-Study) (JSDLBTBB)Don't get caught watching the paint dryIRS battles against blind basisPernicious precedents in payroll penaltiesSo what is next with the Department of LaborCan I amend prior returns to correct an impermissible accounting method?S Corporations: Just what is causing inadvertent terminations today, which happens more than you think: and errors in basis, structuring debt, distributions and liquidationLLCs and partnerships: Mistakes in allocation of debt, fringe benefits, unreimbursed expenses: oversight in not taking into account limitations at the entity level; and pension issuesC Corporations: Keeping a stock redemption a capital transaction; and why small business owners should consider taking dividendsTravel and entertainment: tricks and trapsRelated party transactions: explore business issues and the significant tax problems that can occur with failure to recognize a related party transaction*Is there a flexible standard of law for small closely held businesses?
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Partnerships and LLCs: Avoiding Common Pitfalls Facing Practitioners (Self-Study) (JSDLBTP4)Don't get caught watching the paint dryProfessional practice and reporting issues for all entitiesIRS battles against blind basisPernicious precedents in payroll penalties, enforcement activities are hotSo what is next with the Department of LaborCan I amend prior returns to correct an impermissible accounting method?LLCs and partnerships: mistakes in allocation of debt, fringe benefits, and unreimbursed expenses; oversight in not taking into account limitations at the entity level; and pension issuesBusiness issues and the significant tax problems in related party transactions*Eyeing big benefits for small business
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Key Partnership and S Corporation Tax Planning Strategies (Self-Study) (JSDLBTS4)Tax reform updateBasis planning: at-risk and passive considerations Net investment income planning, including planning for the possibility of repeal Related party transactions: making them work Income splitting and shifting with family can create great benefits Compensation for pass-through owners
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Targeted 1040 Forms Update for the Occasional Tax Preparer (Self-Study) (JSDLCASU)Tax reform update Do I need a PTIN? Can I use "Off-the-Shelf" software to prepare returns for individuals for a fee? Am I required to register as an 'Authorized e-file Provider?' Where do I start? : Professional people acting professionally! And if not? What are the penalties? A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on significant recent tax legislation Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms Tax filing status -- Rules for filing status and planning opportunities and pitfalls Self-employed person issues Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains Schedule C deductions 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 How the Affordable Care Act affects tax returns *Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Key Considerations in Getting the Entity Selection Right (Self-Study) (JSDLCBE4)How tax reform affects choice of entityComparing and contrasting the tax aspects of partnerships with sole proprietorships, S Corporations with partnerships, C corporations with S Corporations, and partnerships with C corporations, and limited liability companies with all other entities : Tax considerations in the organization of an enterprise and the pitfalls to avoid : Non-tax considerations Practical guidelines on what entity structure to use under various circumstances Impact of the manufacturers' deduction on choice of entity
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Getting the Choice of Entity Right: Tax Law, Strategy and Tactics (Self-Study) (JSDLCBES)Tax considerations in the organization of an enterprise and the pitfalls to avoid Non-tax considerations How income tax rates affect choice of entity Formation of a sole proprietorship, partnership, LLC, single-member LLC, S Corporation, and C corporation Practical guidelines on which entity structure to use under various circumstances and relevant changes in the law Comparing and contrasting the tax aspects of partnerships with sole proprietorships, S Corporations with partnerships, C corporations with S Corporations, and partnerships with C corporations, and limited liability companies with all other entities Choice of entity in structuring real estate investments or a professional business Fringe benefits and retirement plans: which entities have special advantages Liquidations, dissolutions, and dispositions of a businessCase study explores the questions of related corporations
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Microsoft Excel 2016: Creating and Formatting Charts (Self-Study) (JSDLCF16)Identify chart elementsSelect an embedded Pie chart using Recommended Charts; select formatting options for the chartSelect a Clustered Column chart using the Quick Analysis feature; select formatting options for the chart Recognize how to preview and print chartsSelect methods to change the chart type and subtypeIdentify how to apply a predefined chart layout and chart styleRecognize ways to add, select, and format individual chart elementsSelect methods to add and remove data and change data orientationSelect Line with Markers, Stacked Area, exploded 3-D Pie, Pie of Pie, and Clustered Column-Line on Secondary Axis, Treemap, Sunburst, and Waterfall charts; identify ways to format the charts Recognize a Sparklines chart; identify formatting options for the chart*Identify ways to insert and format a picture and draw and format a shape on a chart
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Winning the Fraud Battle in the Digital Age: 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 Personal Financial Planning (Self-Study) (JSDLCGFP)Couples planning in the Post-DOMA world: what it means for income tax rates, estate planning, Social Security, withholding, and other open issues and questionsClient goal setting -- A comprehensive set of worksheets and checklists that aid the planner and the client in setting objectives Registering with the SEC as an investment adviser and the exemptions available for the CPA Retirement planning and wealth accumulation -- How to avoid common pitfalls and retire rich The ten most common mistakes when investing for retirement Estate planning -- How to apply the tax and nontax strategies used most by planners today Tax planning and tax computations -- Fundamentals, compliance, special rules, tax characteristics of business forms, tax planning strategies Nursing home planning -- Decision making during incapacity, choosing and financing nursing home care Disability insurance in the financial plan Many of the 106 knowledge requirements for the comprehensive CFPÂ® exam
Self-Study		Format: Downloadable PDF	10 CPE	Add
Surgent's Complete Guide to Liquidation of Business Entities (Self-Study) (JSDLCGLB)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 new .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 Five Critical Issues That A&A Public Accountants Will Need to Face This Year (Self-Study) (JSDLCIA4)Accounting standards update: High-level rundown of major standards changes effective this year with a focus on practical implicationsCybersecurity and ID theft update: What all CPAs should know about the current threats and scams to keep their personal, firm, and client data secure*Roundup of other current and emerging challenges and threats as identified in the leading industry surveys, with implications and discussion of responsive strategies (such as Millennials in the workforce, useful performance metrics for CPA firms, value-based pricing, and avoiding professional liability risk on attest and nonattest engagements)
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's The Complete Guide to Partnerships and Limited Liability Companies (Self-Study) (JSDLCLLC)* All the legal implications of an LLC and the differences in various state law treatments * Formation issues, including the regulations on disguised sales and contributions of appreciated property * Design features and pitfalls, including special allocation issues, different classes of ownership interests, and articles of organization issues* Operating issues, including cash flow, debt allocation, tax basis, and distribution issues * When to use an LLC or partnership for joint ventures and real estate opportunities * Sale and liquidation advantages of LLCs and partnerships*Regulations on disguised sales and "bottom dollar" guarantees
Self-Study		Format: Downloadable PDF	12 CPE	Add
Surgent's Preparing Special Purpose Framework Financial Statements: Cash, Modified Cash and Tax Basis (Self-Study) (JSDLCMT4)An introduction to special purpose frameworksAuthoritative 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 statementsThe AICPA's new special purpose framework -- FRF for SMEsTM
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Guide to SSARS No. 21 Preparation of Financial Statement and Compilation Engagements (Self-Study) (JSDLCOM4)Relevant sections of SSARS No. 21, Clarification and RecodificationUpdates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22 and 23* 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 Construction Contractors: Critical Accounting, Auditing and Tax Issues in Today's Environment (Self-Study) (JSDLCONS)Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industryUnique audit and review issues with construction contractors The unique relationship between the contractor and the surety Tax compliance issues facing construction contractors Going concern disclosures and their importance to the construction industryThe new lease FASB ASU and its impact on the construction industry
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Key COSO Concepts: Managing Risk to Achieve Your Business Objectives (Self-Study) (JSDLCOS4)Important elements of the 2013 COSO guidance and how they can be applied to manage threats to an entity's ability to achieve its objectives Key components of internal control per the COSO Internal Control - Integrated Framework, and the significant role each plays in the design and operating effectiveness of internal control over reliable financial reporting Evaluating design and implementation of an entity's design on internal controls, including impact on risk of material misstatement in financial statements Testing controls for operating effectiveness, including determining sufficiency and appropriateness of the nature, timing, and extent of control testing procedures Special considerations when using outside service organizations Key concepts of the Enterprise Risk Management that expands on internal control, providing a more robust and extensive focus of broader risk management
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Internal Controls That Matter: Managing Risk With the Updated COSO Framework (Self-Study) (JSDLCOSF)The evolution of internal controls theory and practice, including emerging guidance specific to smaller entitiesKey components of internal control per the COSO Integrated Framework, and the significant role each plays in reliable financial reportingKey concepts of the COSO Enterprise Risk Management Framework that expands on internal control, providing a more robust and extensive focus of broader risk management and alignment of strategy and enterprise-wide risk managementThe critical role of information technology (IT) controls in reliable financial reporting, including both general and application controls, and the latest on the AICPA Cybersecurity Risk Management FrameworkEvaluating the design and implementation of an entity's design on internal controls, focusing on smaller businesses, and the resulting impact on risk of material misstatement in financial statementsTesting controls for operating effectiveness and determining the appropriateness of the nature, timing, and extent of control testingConsiderations related to the use of outside service organizationsDifferentiating an auditor's responsibilities under various professional and regulatory standards*The financial statement auditor's responsibility for evaluating and communicating deficiencies in internal controls over reliable financial reporting
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Compilations, Reviews and New Preparations: Engagement Performance and Annual Update (Self-Study) (JSDLCRAU)SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review ServicesSSARS No. 22, Compilation of Pro Forma Financial InformationSample comprehensive engagement work programs for preparation, compilation and review engagementsDesigning and performing procedures to specifically meet each engagement objectiveReporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variationsOther communication requirements, such as sample engagement letters and management representation lettersQuality issues related to SSARS No. 21 engagementsCurrent ARSC agenda items and projects
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Compilation and Review Overview (Self-Study) (JSDLCROV)Objectives of financial statement preparation, compilation, and review engagementsSSARS No. 21, Clarification and RecodificationComponents and characteristics of financial statement preparation, compilation, and review engagementsAccepting and planning financial statement preparation, compilation, and review engagements
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's Guide and Update to Compilations, Reviews and New Preparations (Self-Study) (JSDLCRU4)* SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review ServicesSSARS No. 22, Compilation of Pro Forma Financial InformationComprehensive sample engagement work programs for every level of SSARS No. 21 serviceComplete illustrations of engagement letters, management representation letter, reporting and other required communications for every level of SSARS No. 21 serviceQuality issues related to SSARS No. 21 engagements*Other current ARSC agenda items and projects
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Self-Study) (JSDLCST4)Overall landscape of the construction industryGAAP and recent changes affecting the construction industryThe recently issued Revenue Recognition Standard and its impact on the construction industryThe unique relationship between the contractor and the surety*The new lease FASB ASU and its impact on the construction industry
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (JSDLDRF4)Fraud's cost: ACFE's Report to the Nations; Ancillary costs Current economy: Microeconomics; Analyses COSO's Internal Control Framework: Principle #1 - Integrity/Ethics; Principle #8 - Fraud Risk Assessment Power of morale: Shrink the fraud triangle; Motivation *Why good folks go bad: What studies indicate; Five interesting findings; Red flags
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Determining How Much Money You Need to Retire and Tax Ideas and Money Management in Retirement (Self-Study) (JSDLDRMM)Tax reform updateAsset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement, tax-saving investment transactions, and the optimal asset mix between retirement plans and taxable savings Historical guidelines for nominal and real after-tax returns NEW expanded section on understanding expenditure patterns in retirement and the level and risk associated with out-of-pocket medical expenses in retirement Worksheets/formulas for determining how much money one needs to assure a financially secure retirement Distribution/asset liquidation planning including the pros and cons of various annuity options, guidelines/strategies using the minimum required distribution rules for qualified plans and IRAs, beneficiary elections, and the use of trusts Sustainable portfolio withdrawal rates during retirement for differing stock/bond/cash asset allocations, inflation rates, and tax rates both from tax deferred accounts and taxable accounts Analysis of the regular IRA to Roth IRA conversion election Variable annuities vs. mutual funds; Roth IRAs vs. regular IRAs; and the use of life insurance in a pension maximization strategy Analyzing the impact of recent tax law, regulations, and rulings *Analyses of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles
Self-Study		Format: Downloadable PDF	16 CPE	Add
Surgent's Should You Contribute to a Regular 401(k) or a Roth 401(k)? Which Is Better -- When and Why? (Self-Study) (JSDLDRTA)Rules for Roth contribution programs in 401(k) plans, including the separate accounting rules, the rules for distributions from designated Roth accounts, and record-keeping rulesRollover rules for distributions from designated Roth accounts in 401(k) plans to Roth IRAs outside 401(k) plansFundamental factors involved in the decision to contribute after-tax amounts to a designated Roth account rather than before-tax amounts to a traditional 401(k) account using scenarios based upon stylized households of varying income levels and ages as well as alternative future tax scenariosThe results, conclusions, and planning implications of the analyses of the stylized households under the various future tax assumptions
Self-Study		Format: Downloadable PDF	2 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 Microsoft Excel 2016: Getting Started (Self-Study) (JSDLEX16)Describe the Excel application and explain how it is usedStart Excel, describe the Start screen, and create a new workbookDescribe Excel window elementsOpen an existing workbookNavigate in a worksheetSelect in a worksheetChange Excel optionsAccess Excel help and use Key TipsClose a workbook and close ExcelSave a workbookInsert, reposition, select, delete and rename worksheetsEnter, edit and format cell contentsCreate formulasUse functionsApply Accounting and Percent Style formattingUse Flash Fill for data entryShow and hide worksheet elementsUndo and redo an actionWork in Normal view, Page Layout view and Page Break PreviewSet page setup options, preview, and print a worksheet
Self-Study		Format: Downloadable PDF	6 CPE	Add
Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (JSDLEXI4)Criteria that the IRS uses to select returns for examinationWorker classification determinations on who is an employee and who is an independent contractorS Corporation officer's reasonable compensation issuesResponsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Hot IRS Tax Examination Issues for Individuals and Businesses (Self-Study) (JSDLEXIB)Prepare now and protect yourself from new audit examinations from the Net Investment Income Tax Schedule C and cash basis audit issues -- the IRS has gotten very tough Vehicles, meals, and entertainment, and fringe benefit documentationPassive losses and passive income: in-depth understanding of hot IRS audit examination areas What the IRS is looking at in businesses with loss histories Selected industry-specific issues, including construction, retail, food, bars, etc. Business consultants Post-audit: the 30-day letter and the 90-day letter -- what they mean to the taxpayer.
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Ethical Considerations In Your Tax Practice (Self-Study) (JSDLEXT4)* Who is a tax practitioner* What responsibilities does the Office of Professional Responsibility regulate* What limitations does the IRS place on fee arrangements* What duties does the practitioner have with respect to client records* What is a covered tax opinion* Under what circumstances does a legend protect a practitioner from a covered opinion* What limitations apply with respect to a written tax opinion* What sanctions may be applied for violations of Service imposed standards of conduct* What is the impact of the Emergency Economic Stabilization Act of 2008* Who is a tax return preparer* Who must be registered as a tax return preparer* What are the latest administrative regulations applicable to a tax return preparer* What are the education requirements* What is the difference between more-likely-than-not, substantial authority, realistic possibility, reasonable basis and a non-frivolous position* What Internal Revenue Code penalty provisions associated with positions taken an income tax return apply to taxpayers* What Internal Revenue Code penalty provisions associated with positions taken an income tax return apply to tax return preparers* What ethical considerations come into play under Circular 230 in connection with the conduct of a tax practitioner in connection with positions taken on an income tax return
Self-Study		Format: Downloadable PDF	4 CPE / 4 Ethics	Add
Surgent's Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (Self-Study) (JSDLFANG)The current GAAS requirements related to fraud found in AU Section 240, Consideration of Fraud in a Financial Statement AuditThe current Yellow Book requirements related to fraud and abuseCommon conditions that indicate the financial statements may contain a material misstatement from fraud and fraud risk factors frequently observed in not-for-profit entities and governmentsRecent frauds that occurred in not-for-profit entities involving: the theft of cash; falsified billings; improper use of credit cards; the redirection of cash and non-cash contributions; conversion of assets; the redirection of benefits; grant-related fraud; and travel and expense reporting fraudRecent frauds that occurred in governments involving: falsified applications for benefits; payroll fraud; vendor fraud; kickbacks; workers' compensation and risk management frauds; purchase card abuse; providing government services for personal benefit; misappropriation of utility payments; and theft of assetsTools for fraud prevention and detection
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide (Self-Study) (JSDLFAUR)Private company standard setting activitiesFASB Accounting Standards Updates (ASUs) relevant to smaller businessesRevenue recognition implementation guidanceLease accounting implementation guidanceOverview of recent FASB Updates on financial instrumentsOther important practice matters to practitioners who serve small and medium-size businesses, including cybersecurity and technology trends
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Microsoft Excel 2016: Working with Formulas and Functions (Self-Study) (JSDLFF16)Identify basic formula and function syntaxRecognize formulas pasted with relative referencesSelect status bar options and Sum (AutoSum) for quick calculationsRecognize formulas pasted with mixed or absolute referencesIdentify formula results pasted as valuesSelect worksheets for grouping and entering formulasSelect Formula AutoComplete to create formulas with 3-D referencesSelect buttons from the Function Library to insert functions in formulasSelect defined names as function argumentsSelect conditional formatting to formulas' resultsRecognize the Error Checking feature and the Trace Error icon; identify and correct common errorsSelect the Formula Auditing tools to trace a formula's precedent and dependent cellsIdentify and resolve a circular referenceSelect color-coded cell borders to correct a cell reference error in a formulaIdentify how to step through a nested formulaIdentify how to use the Watch Window and other tools to analyze, protect, and hide formulas
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Proven Controls to Steer You Clear of Fraud (Self-Study) (JSDLFFC4)Fraud's cost -- ACFE's Report to the Nations; Ancillary costsWhy good folks go bad -- What studies indicate; Five interesting findings; Red flagsCombating fraud with controlsFraud checklists
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Statement of Cash Flows: Preparation Guidance and Presentation Illustrations (Self-Study) (JSDLFLO4)FASB ASC 230, Statement of Cash FlowsThe indirect and direct methods for preparing the operating sectionOperating activities, investing activities, and financing activitiesDisclosure requirements and issues*Recent Updates 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 FASB's "Big 3": Revenue Recognition, Leases and Financial Instruments (Self-Study) (JSDLFSBT)The FASB's comprehensive new revenue recognition standard, Topic 606, Revenue from Contracts with Customers, and recent updates to the standardThe new five-step principles-based revenue recognition model Revenue presentation, disclosures, and implementation guidance and illustrations Key differences between current U.S. GAAP and the new revenue recognition guidance The FASB's new ASU, Leases (Topic 842)Overall lease accounting guidance Lessee vs. Lessor accounting Sale and leaseback transactions *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 UpdatesASC Topic 606, Revenue from Contracts with Customers, including updates issued during 2016*2016 issued Updates dealing with accounting for leases and certain financial instruments
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's Annual FASB Update and Review (Self-Study) (JSDLFUR4)Private company standard setting activitiesRecent FASB Accounting Standards Updates (ASUs)Revenue Recognition -- Topic 606, Revenue from Contracts with Customers, and its related updatesTopic 842, Leases*Other recently issued FASB Updates
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's How to Do a GAAS Audit (Self-Study) (JSDLGAAS)How today's GAAS is organized into seven facets of an audit (i.e., general principles and responsibilities; risk assessment and response to assessed risks; audit evidence; using the work of others; audit conclusions and reporting; special considerations; and special considerations in the United States)Key terminology used in the audit processImportant considerations, determinations and requirements that pertain to each of the seven facets of an auditHow the theory in today's GAAS translates to the real world*Answers to frequent questions that arise in the application of GAAS
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Latest Developments in Government and Nonprofit Auditing (Self-Study) (JSDLGAU4)Critical aspects of performing single audits under the OMB's Uniform Guidance for Federal Awards Developing issues and challenges involving the Yellow Book *Key AICPA developments affecting audits of governments and nonprofits and a special look at identifying, evaluating, and communicating deficiencies in internal control
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Self-Study) (JSDLGCA4)Pricing and costing strategiesExpense control that worksBetter credit decisionsFinancial risk analysisEnterprise risk managementUse and misuse of derivatives*Improving bank relationships and cash management
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Federal Estate and Gift Tax Return Boot Camp (Self-Study) (JSDLGIFT)Tax reform updateTransfer tax reform: how enacted legislation affects estates of decedents dying in the current year and gifts made in the current yearGift tax return basics -- Form 709Special gift circumstances -- annual exclusion, gift-splitting, gifts to minors, and gifts for educational and medical benefitsOverview of estate tax conceptsEstate tax audit issues -- What triggers an audit and how to handle itTrusts, wills, state laws, and how they affect Form 706Form 706 preparation issues -- Determining includable property; determining deductions from the gross estate; credits against federal estate tax; calculating the federal estate taxElections you need to know: alternate valuation, special-use valuation, deferred paymentsState death taxes: how they now affect the federal estate tax returnFiling Form 706: where and when to file, how much to pay, and how to claim a refundComprehensive case study with filled-in formsPortability -- Understanding and applying the new permanent featureDSUEA -- Why Form 706 should be filed in smaller estatesForm 8971 -- Understanding the new Form 8971Post-election developments relative to potential estate tax repeal, and the implications for planning
Self-Study		Format: Downloadable PDF	16 CPE	Add
Surgent's Latest Developments in Government and Nonprofit Accounting (Self-Study) (JSDLGNA4)Recent FASB activities directed towards nonprofits including the new FASB ASU on not-for-profit financial statements and developing issues related to the revenue recognition standardRecent GASB activities directed towards state and local governments with an emphasis on the new OPEB standards (i.e., GASB Nos. 74 and 75)
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (JSDLGNAA)Critical aspects of performing single audits under the OMB's Uniform Guidance for Federal AwardsDeveloping issues and challenges involving the Yellow BookKey AICPA developments affecting audits of governments and nonprofits and a special look at identifying, evaluating, and communicating deficiencies in internal controlRecent GASB activities directed towards state and local governments with an emphasis on the new OPEB standards (i.e., GASB Nos. 74 and 75)*Recent FASB activities directed towards nonprofits including the new FASB ASU on not-for-profit financial statements and developing issues related to the revenue recognition standard
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (JSDLGPT4)Statutory employees, independent contractors, and possible changes to Section 530 reliefUsing SS-8Payroll Tax Penalties -- Who is a responsible person?Forms W-2, 1099, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's The CPAs Guide to Successful Financial Planning Strategies and Concepts (Self-Study) (JSDLGSFP)The problems and objectives of financial planningSteps in the financial planning processKey concepts and principles of financial planning, including the seven laws of personal finance and the ten principal steps to success in financial planningWhen one must register with the SEC as an investment advisor
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's Real Estate: The Many Complexities of GAAP, SSARS and GAAS Compliance (Self-Study) (JSDLGSGC)An overview of the real estate industry in today's economyGAAP compliance involving the purchase and development of real estateGAAP compliance involving the operation of real estateGAAP compliance involving various revenue recognition issues associated with real estate under today's StandardsAn overview of the new FASB dealing with leases with an emphasis on its impact on the real estate industryGAAP compliance involving various revenue recognition issues associated with real estate under the new Revenue Recognition StandardsGAAP issues involving recognition of impairment lossesFinancial Statement preparation issues for real estate entitiesKey issues involving a review of a real estate entity under today's SSARSKey issues involving an audit of a real estate entity under today's GAASComputation of tax basisDefinition of Section 1231 propertyUnderstanding the difference and recognizing gain under Sections 1245 and 1250Understanding the passive activity rules*Learn the impact that the Tax Cuts and Jobs Act will have on the real estate industry
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Self-Study) (JSDLGSM4)Financial statement disclosures for small and medium-sized businessesBalance sheet, income statement, and statement of cash flows presentation and disclosure issuesDisclosure examples from all sized entities which you can use to base your disclosures onDeveloping disclosure issues, including disclosures related to the adoption of Topic 606
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Latest Developments in Governmental Accounting and Auditing (Self-Study) (JSDLGVAA)Critical aspects of performing single audits under the OMB's Uniform Guidance for Federal Awards Developing issues and challenges involving the Yellow Book Key AICPA developments affecting audits of governmental entities and a special look at identifying, evaluating, and communicating deficiencies in internal controlRecent GASB activities directed towards state and local governments with an emphasis on the new OPEB standards (i.e., GASB Nos. 74 and 75)
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's From Hiring to Firing and Everything In Between: Health Care, Retirement and Fringe Benefit Tax Issues (Self-Study) (JSDLHCR4)ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and what is new in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Preparing for the mandate on employers and responding to the mandate on employees with respect to health care insurance *Qualified plan requirements: eligibility, coverage, and vesting
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's From Hiring to Firing and Everything In Between: Legal and Payroll Tax Issues (Self-Study) (JSDLHFE4)Hiring and firing issues: what questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee; and much moreEmployment contracts: an analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not workEmployment issues in the economy: telecommuters and other special situationsLegal liability issues: recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more*Statutory employees, independent contractors, and possible changes to Section 530 relief
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLCs (Self-Study) (JSDLHMB4)Applicable coverage of tax reformDiscuss a Proposal for a yet to be developed new tax form, which calculates basis, designed to be attached to individual returnsExecutor's new IRS form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?How Section 179 limitations affect basis and how 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 rulesLLCs 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
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)Tax reform updateDiscuss a Proposal for a yet to be developed new tax form, which calculates basis, designed to be attached to individual returnsExecutor's new IRS form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?How Section 179 limitations affect basis and how tax-benefit rule is applied Basis implications of personal assets converted to business useHow to calculate basis of inherited qualified and joint tenancy propertyS 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, which will be important if (when) tax changes bring the return of C corpsLLCs 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
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Tax Aspects of Home Offices and Vacation Homes (Self-Study) (JSDLHOVH)Mixed use of a residence: how deductions are limited in rental situationsHome office: qualification and calculationStrategies and planning for renting your principal residence instead of selling itWhy buying a vacation home can be a very smart investmentShould you rent or just use your vacation home? Opportunities and pitfallsRules for using like-kind exchanges on principal residences and vacation homesUnderstanding the tax rules for acquisition indebtedness and home equity indebtednessMaximizing your interest expense deduction in light of limitations in the tax code
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's How to Settle an Estate: An Overview (Self-Study) (JSDLHSEO)Process of estate administration, including the basics of creating the estate, the role of the executor, and how to probate a willSteps to take immediately upon the death of the decedent and the importance of inventorying the estate assetsProblems associated with the distribution of estate assetsUtilizing family settlement agreements
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's From Hiring to Firing and Everything In Between: Legal, Tax and Health Care Issues (Self-Study) (JSDLHTOF)Hiring and firing issues -- What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more Employment contracts -- An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work Employment issues in the economy -- Telecommuters and other special situations Legal liability issues -- Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more Fringe benefit issues -- COBRA, Family and Medical Leave Act, and what is new in health care Medical plans: who is a full-time employee?
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Understanding the High Stakes Mega Issues in A&A Today (Self-Study) (JSDLIAA4)Accounting and operational impacts of adopting Topic 606Accounting and operational impacts of adopting ASU No. 2016-02Accounting for the added income statement volatility resulting from recent FASB ASUs on financial instruments and stock-based compensationBusiness impact on both large and small companies of applying the FASB's recent guidance on consolidationsThe accounting, business, and operational impact of other new or proposed ASUsEmerging issues impacting the accounting profession
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Properly Identifying, Evaluating and Documenting Results of Presumed Risk Assessment Audit Procedures (Self-Study) (JSDLIEDC)What to document in gaining an understanding of the audited entity and its environment, and how it relates to identifying areas of higher risk of material misstatement due to fraud or errorHow materiality and tolerable misstatement are not just rote calculations, but important and key decisions that establish a framework for important audit conclusionsWhy preliminary analytic review assists the auditor in identifying significant accounts, classes of transactions and disclosures, as well as higher inherent risks of what could go wrong in the clients financial statements due to material fraud or errorHow to identify significant accounts, classes or transactions and disclosures, and what that means in relation to required or presumed risk assessment proceduresUnderstanding the underlying intent of each of the primary components of audit risk, and key considerations in properly assessing and documenting the basis for those conclusionsHow to synthesize information gathered through risk assessment procedures to document a clear and concise summary of risks of material misstatement due to either fraud or error*What differentiates significant risks requiring special audit consideration from other types of risks of material misstatement, and the impact on the nature, timing and extent of further audit procedures
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's Best Income Tax, Estate Tax and Financial Planning Ideas (Self-Study) (JSDLIEFP)The best new income tax and estate-planning ideasMajor tax ideas for the current yearThe changing Social Security landscape: what it means for planningCreative charitable giving strategiesFinancial planning strategiesMaximizing retirement plan benefitsUsing intentionally defective grantor trusts, and SCINsMiscellaneous tax-planning techniques that can add up to significant tax savingsHow to use the whole family for tax savingsUp-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
Self-Study		Format: Downloadable PDF	12 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 post-tax reform environmentReading a tax return for developing client-specific tax strategiesTax planning related to the net investment income taxFamily income-splitting strategies that need to be consideredIncome tax issues: impact on timing of other income, selection of investmentsUsing Roth IRAs and Roth contribution programs to best advantageConversions: do they still make sense?Taking distributions: matching timing to client requirementsQualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employedPrioritizing allocations among investment, retirement, and college funding vehiclesWhat to do about itemized deductions: will they still be available?Trans-generational planning: conversions, income and gain-splittingIdentifying tax opportunities: reviewing the prior-year return to develop a plan for the futurePlanning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Individual Income Tax Return Mistakes and How to Fix Them (Self-Study) (JSDLINB4)Individual income tax cases regarding income, adjustments, itemized deductions and dependency Don't get caught watching the paint dry, the IRS "Future State" initiativeWhen "gifts" can be taxableWhy are manhole covers round?Hazy situation, two seemingly similar cases, yet one results in ordinary tax treatment, the other capital treatment (Heads they win, tails we lose)When a "rollover" is not a rollover, the Claim of Right DoctrineWhat are the risks with non-traditional IRA investmentsThe last word in alimony is not always the best wordFailing alimony's same household requirementFailing to understand the limits on 401(k) loansFailure to report income witnessed by 20 million peopleForm 8938 for reporting foreign financial assets and updated rules. How much trouble results in not filing a FinCEN Form 114?*The future of Social Security
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning (Self-Study) (JSDLINBB)Individual income tax cases regarding income, adjustments, passive activities, and itemized deductionsDon't get caught watching the paint dry, the IRS "Future State" initiative* When 'gifts' can be taxableWhy are manhole covers round?Hazy situation, two seemingly similar cases, yet one results in ordinary tax treatment, the other capital treatment (Heads they win, tails we lose)When a "rollover" is not a rollover, the Claim of Right DoctrineWhat are the risks with non-traditional IRA investmentsI want to protect my identity, but I also need to protect my PTINFailing alimony's requirements and the last word is not always the best wordFailing to understand the limits on 401(k) loansTrying to carry back a tax loss that has yet to occurPassive income and the self-charged rent rulesMeal allowances for police or fire workers on 24-hour shiftsItemized deduction over aggressivenessEstimated taxes, the big penalties, and planningFinancial Planning: Ignoring the future of Social Security; miscues in rollovers & retirement plan distributions; the bad, the good, and the ugly of early retirement SEPPsThings professionals do not like to hear!
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Individual Tax Planning Ideas (Self-Study) (JSDLITP4)Applicable changes related to tax reformReading a tax return for developing client-specific tax strategies Compensation and fringe benefit issues Is the client in the right mix of investment vehicles? Identify clients with investment income tax problems and the potential ways to reduce or eliminate them, as well as plan for repeal All in the family: Tax tactics for spouses, children, and parents *What is new in health care that CPAs need to know
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Lease Accounting: A Whole New Ballgame (Self-Study) (JSDLLEAS)Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Lessee Accounting 101Detailed review of accounting by lesseesSale and leaseback transactionsTransition guidance
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's Essentials of LLC Operating Agreements (Self-Study) (JSDLLLC4)Capital contributionCapital accountsProfits and loss allocationDistributions*Liquidation
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's LLC Operating Agreements Workshop (Self-Study) (JSDLLLCW)Capital contributionsCapital accountsProfits and loss allocationsDistributionsTransactions between partners and partnershipsLiquidation*Tax audits
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Top 10 Tax Issues in Dealing with LLCs and Partnerships (Self-Study) (JSDLLP10)Self-employment tax issues: what you can and cannot doCapital accounts: book vs. tax issuesDetermining basis: key issues and technical analysis in calculating basisDealing with debt: recourse, nonrecourse, and why it mattersGuaranteed payments, distributive shares, and draws: understanding the differenceSpecial allocations: flexibility and complexityDistributions: cash and property, built-in gain or lossRetirement plan issues: planning optionsBasis step-ups: the basic issues Hot assets: beware of this complicated tax issue *Summary of important provisions of the new tax act
Self-Study		Format: Downloadable PDF	8 CPE	Add
New Surgent's Challenges in Implementing Topic 606 for Entities with Long-Term Construction Projects (Self-Study) (JSDLLTC4)Topic 606's five-step revenue recognition modelDetermining whether to recognize revenue over time or at a point in time under Topic 606Other unique considerations in applying the five-step model for entities currently using SOP 81-1Lessons learned and best practices from entities already adopting Topic 606
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Introduction to Mergers and Reorganizations (Self-Study) (JSDLMERG)Sale of corporate assets and allocation of purchase price, including a case study More on allocations of personal goodwill, covenants not to compete, consulting agreements and intangible property The issues in the purchase of C corporation stock Tax free acquisitions and reorganizations with helpful charts and cases Special issues of S Corporation transactions A whole chapter devoted to the complexities of 338 elections and 338(h)(10) *Limits on using NOLs
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Mastering the Fundamentals of Estate and Gift Tax Planning (Self-Study) (JSDLMFEP)Complete Code section analysis of the federal estate and gift taxMarital deduction planning -- Second spouse, QTIP trusts, QDOT trusts, power of appointment trusts, and moreCredit shelter trusts and the applicable credit amountUses and techniques of life insuranceTools and techniques in gifting to minors, spouses, and other family members, including uniform transfers (or gifts) to minors' accounts, education trusts, Section Section 2503(b) and (c) trusts, and moreReducing taxes by charitable giving, special credits, and estate freezing techniquesUse of irrevocable and revocable trusts and other will substitutesImpact of increase in applicable exclusion amountUse of deceased spouse unused exclusion amount ("DSUEA")Regs. on Estate Basis Reporting
Self-Study		Format: Downloadable PDF	10 CPE	Add
Surgent's Getting Ready for Busy Season: A Guide to New Forms, Filing Issues and Other Critical Developments (Self-Study) (JSDLNFFI)A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on significant recent tax legislationHot, hidden, or miscellaneous developments affecting the upcoming tax seasonWhat's new in depreciation means-- What DOES NOT show up on depreciation schedules any longer!The latest guidance on child credits, education credits, education incentives, and net capital gain and qualified dividend income rate reductions Examination of troublesome areas and audit targetsReview of new laws and changes in old forms to provide a familiarity for the upcoming tax season*Key new tax and practice developments and how they impact the current-year tax forms for individuals
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's More Than Meets the Eye: Examining the New Lease Accounting Standard (Self-Study) (JSDLNLS4)ASU No. 2016-02, Leases (Topic 842)Overall lease accounting guidanceLessor Accounting 101Lessee Accounting 101Detailed review of accounting by lessees and lessorsSale and leaseback transactionsTransition guidanceOther operational issues
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Latest Developments in Nonprofit Accounting and Auditing (Self-Study) (JSDLNPAA)The key changes and challenges contained in the revised Yellow BookDeveloping issues related to performing single audits under the OMB's Uniform Guidance for Federal AwardsKey AICPA developments affecting audits of nonprofits and a special look at the role AU-C section 230, Audit Documentation, plays in nonprofit auditsPrepare for the implementation of the new FASB ASU on nonprofit financial reporting (i.e., ASU No. 2016-14) while also developing a deeper understanding of the effects that the FASB ASUs on leases (i.e., ASU No. 2016-02) and revenue recognition (i.e., ASU No. 2014-09) will have on nonprofits in the years to come
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Race Toward Implementation: Tackling the Tough Issues in Adopting the New Revenue Recognition Standard (Self-Study) (JSDLNRRS)ASC Topic 606, Revenue from Contracts with CustomersThe FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidancePresentation and disclosure requirementsRecent ASUs that provide implementation guidance for the standardIndustry specific implementation issues and guidanceIdentifying performance obligationsAccounting for licensesIdentifying a 'material right' in an option*Other operational issues related to implementation
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Taking Your Medicine: Health Care Update (Self-Study) (JSDLOBC4)Applicable coverage of tax reformNew rules for Health Reimbursement Accounts (HRAs)Current and breaking developments in healthcare reformCurrent year ACA compliance requirements and challenges
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Advisor's Workshop: Helping Small-Business Clients Navigate Health Insurance and Fringe Benefits (Self-Study) (JSDLOBCR)New rules for Health Reimbursement Accounts (HRAs)Current year ACA compliance requirements and challengesOptions for individuals who do not have health insurance coverage through an employerWhen employers can claim the small business health insurance credit*Key considerations regarding tax aspects of employer-provided fringe benefits
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Guide to Understanding the Passive Activity Rules (Self-Study) (JSDLPAR4)A survey of the 300 pages of regulations under the passive activity loss rulesUnderstanding and substantiating material participationAn in-depth discussion of when you may or may not make an aggregate election for activitiesWhat does it mean to qualify as a real estate professional?*How do taxpayers fail in their quest for real estate professional status?
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (JSDLPCTR)Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed returnThe importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returnsThe current rules regarding depreciation deductions, including the expensing elections of Section 179, the first-year requirements of Section 168, the standard MACRS depreciation rules, plus the overall limitations on luxury automobilesMethods of accounting -- Application and choicesIn-depth analysis of Form 4797 dealing with the sale of business property and depreciation recaptureDeductible expenses -- including rules on meals and entertainmentComputation of tax liability, including alternative minimum taxOverview 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 concernThe manufacturers deduction for domestic production, including small business safe harbors*And much more
Self-Study		Format: Downloadable PDF	10 CPE	Add
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (JSDLPITR)Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" formsNew due diligence requirements for the Child Credit and American Opportunity Credit Tax filing status -- Rules for filing status and planning opportunities and pitfalls 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 How the Affordable Care Act affects tax returnsSelf-employed person issuesSchedule C deductions including DepreciationSale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gainsA working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms Itemized deductions -- A thorough understanding of what's deductible and what's not Interest deductions -- Limitations and timing problems Retirement contributions and education credits and deductions Tax computation -- The Kiddie tax, AMT, regular tax, tax credits Individual problems illustrating form preparation for various items, with numerous "practice tips" Impact of recent legislation and forms changes on the 1040
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Self-Study) (JSDLPLFB)Differences between planning and budgetingThe business modelStrategic plan, marketing plan, and technology planFinancial forecasting and financial risk analysisFive-year operating plan and the sales/income planIntermediate planning and capital equipment planningOne-year operating plan and monthly planningCash plan and risk plan
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Self-Study) (JSDLPLTI)Applicable coverage of tax reform changesWhen to use "704(b) basis" for capital accounts versus "tax basis"Detailed rules of Section 704 for preventing the shifting of tax consequences among partners or membersUnreasonable uses of the traditional & curative allocation methodsMultiple layers of Section 704(c) allocationsBusiness situations & partnerships that qualify; others that do notTreatment of recourse versus nonrecourse debt basisHow to calculate basis limitations and its implication on each partner's own tax returnHow Section 179 limitations affect partnership/LLC basisRegulations for handling basis step-ups under Section 754 elections, and mandatory adjustments under Section 743 and Section 734 for partnerships who have NOT made the Section 754 electionSubsequent contributions of property with Section 754 adjusted basis to another partnership or corporationCapital account adjustments in connection with admission of new memberSpecial allocations require "substantial economic effect"; what are the requirements?LLCs and self-employment tax to the membersDistributions -- current or liquidating, cash or property including the substituted basis ruleTermination/liquidation of an LLC
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (JSDLPMI4)More than 20 documents that clients should have that are neither a will nor a trustProvisions you need in a willTrusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters *Asset protection strategies
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 Sample documents that can facilitate loans to children Dealing with marriage and divorce Titling assets effectively Avoiding the loss of capital and passive losses at death Elder care planningThe latest information on the portability of the deceased spouse's unused exemption amount
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Microsoft PowerPoint 2016: Getting Started (Self-Study) (JSDLPP16)Identify elements of the PowerPoint Start screen; select a template to create a new presentationIdentify PowerPoint window elementsRecognize ways to insert slides, apply a theme, and add slide contentRecognize how to switch between views; then preview, and print a presentationSelect PowerPoint options; identify ways to get Help in PowerPointRecognize ways to delete and reposition slidesSelect options to spell check a presentationRecognize ways to insert and format slide objectsIdentify how to add transition and animation effectsSelect options to set up a slide showIdentify how to create, save, and use a custom theme and custom templateRecognize techniques for integrating Excel data and charts with PowerPoint slidesIdentify how to insert the date, slide numbers, and footer textSelect the slide show controls*Select Presenter view to run a slide show
Self-Study		Format: Downloadable PDF	6 CPE	Add
Surgent's Microsoft Excel 2016: Working with PivotTables and PivotCharts (Self-Study) (JSDLPV16)Methods to Create a PivotTableRecognizing Multiple Ways to Format a PivotTableModifying a PivotTable and Reviewing DataCreating a PivotChartFormatting a PivotChartModifying a PivotChart
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (JSDLRET4)Syndications and other forms of ownershipDepreciation and recaptureLand developmentPassive activity losses*Like-kind exchanges
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Real Estate Tax Boot Camp (Self-Study) (JSDLRETC)Syndications and other forms of ownershipInstallment salesAcquisitions and leasingDepreciation and recaptureLand developmentPassive activity lossesExpense vs. capitalizationTax-free real estate transactionsAt-risk rulesLike-kind exchanges*Capital versus ordinary income
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Guide to the New Revenue Recognition Model for All CPAs (Self-Study) (JSDLREV4)Topic 606, Revenue from Contracts with Customers, including recently issued Updates impacting Topic 606The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Advanced Concepts in SSARS 21 and Nonattest Services (Self-Study) (JSDLSAR4)Complete coverage of SSARS No. 21-23 related to Preparation of Financial Statements, Compilations and ReviewsIdentifying 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 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)Applicable changes related to tax reformThe Light Brigade failed due to poor instructions; let's follow the right path in basis calculationsCurrent private letter rulings reveal the failure in one or more S Corporation eligibility requirements inadvertently terminating S Corporations todayInherited a new client with reporting errors? What are my options?Debt vs. equity and Section 385; Federal Express battled and won, how do we?The $100/day penalty final rule applicable to S CorporationsCongressional Budget Office is next in line suggesting SECA tax on pass-through entitiesTracking multiple shareholder debt basisBasis neither increased by phantom income, nor reduced by non-deducted pass-through lossesCan I accrue expenses payable to a shareholder? Sure, but can I deduct them?How Section 179 limitations affect S corp. basisComparison of liquidation of a C corporation vs. the liquidation of an S CorporationDid not timely file Form 2553? A simple method to correctIs there a "flexible standard of law" in regard to closely held entities?
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's How to Settle a Client's Estate (Self-Study) (JSDLSEAZ)Issues involved when settling an estate -- Marshaling of assets, payment of creditors, & distribution and accounting to beneficiariesExplaining the needs and limitations of durable powers of attorney, health care directives, and living willsWhy a will is probated, and on what grounds it may be challengedComprehensive checklists on how to read a will, duties of an executor and trustee, and much moreIdentification and report of estate assetsWhat to do and what not to do as a fiduciary, executor, or trustee -- Duty of care, investment, informing, payment of debts and taxes, defending a will contestHow executors and trustees interact with beneficiariesElective shares, and when a spouse might make that choiceWhat a trustee needs to know about incompetents and minorsRights of creditors, third parties, and beneficiariesKey issues in transferring property to a trust and from a trust or estate to a beneficiaryIdentifying income, estate, and inheritance taxesFiduciary accounting -- Principal and income conceptsAn introduction to drafting an account, and why it is requiredAdministration of revocable trustsTaking care of an estate before death: powers of attorney, health care directives, living wills, and administration of revocable trustsWhat tax systems apply in the states 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 * Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.* Wages and salaries * Interest income, dividend income, mutual funds, Social SecurityFiguring tax Basic income tax preparation -- From Form 1040A to Form 1040 * 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 * Unreimbursed employee business expenses -- Form 2106* Depreciation * Rental income and expenses*How the Affordable Care Act affects tax returns
Self-Study		Format: Downloadable PDF	16 CPE	Add
Surgent's Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients (Self-Study) (JSDLSMBP)Private company standard setting activitiesSmall and medium-sized business related ASUsRevenue recognition and leases updateSpecial purpose frameworks -- Cash, modified cash, and tax basisCommon small and medium-sized business financial statement errors and deficienciesSSARS No. 21, Clarification and Recodification, including the new preparation of financial statements non-attest service as well as the impact of SSARS No. 22 and 23Other 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 informationOther third-party verification engagements
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Advanced Concepts in SSARS 21 and Nonattest Services: Are You Certain You Are in Compliance? (Self-Study) (JSDLSS21)Navigating the impact of SSARS Nos. 21, 22, and 23 without risking noncompliance with professional and ethical requirementsPreventing 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 engagementsProperly 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 Maximizing Your Social Security Benefits (Self-Study) (JSDLSSR4)Retirement benefits: What the amount of benefits is in various circumstancesSpousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?Claiming on Social Security: advantages and disadvantages at ages 62, 66, and 70Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balance 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)A full chapter devoted to determining the best new planning options for maximizing joint Social Security benefitsRetirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unitQualification: Has the client retired? How business entities may be used for Social Security advantageIncome taxation of Social Security: avoidance tacticsSpousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?Hiring the spouse: When is it effective?Disability benefitsGoing on Social Security: advantages and disadvantages at ages 62, 66, and 70Coordinating benefits: should you take Social Security first and higher-balance IRA distributions later, or take IRA balance first and enhanced Social Security benefits later?Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefitsIRAs: Is it time to convert to a Roth?Medicare, Part D prescription drugs: what retirees need to know
Self-Study		Format: Downloadable PDF	16 CPE	Add
Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (JSDLSTRI)New issues for the current year tax returnItems added by the Affordable Care ActInstallment sales -- understanding the complicated issuesForm 8582: Passive losses with carryovers -- Complicated case with filled-in formsPuts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax returnCapital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more…At-risk rules: What a return preparer really needs to knowPassive loss issues -- You can't just trust your software. What to watch out for, and the questions you need your clients to answer in order to do it right!Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum taxAlternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example
Self-Study		Format: Downloadable PDF	12 CPE	Add
Surgent's When to Start Taking Social Security Benefits (Self-Study) (JSDLSTSS)* Summary of Social Security retirement benefitsFactors affecting singles' decisions as to when to start including actuarial and tax factorsFactors affecting couples' decisions as to when to start including spousal benefits and survivor's benefitsScenarios involving differing ages and differing spousal benefits levels as well as switching strategies involving survivor's benefits Analysis of normal, delayed, or early start including actuarial issues, investment issues, inflation issues, the effects of early retirement on benefit levels, as well as the impact of taxesImplications of the Social Security election for conversion planningRules for reapplying for Social Security -- starting over -- and the effects using a case study
Self-Study		Format: Downloadable PDF	2 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 Tax Forms Boot Camp: LLCs and Partnerships (Self-Study) (JSDLTBCL)Gain a thorough understanding of federal income tax laws for partnerships or LLCs, from formation to tax return preparation issuesAre capital accounts the same as basis? NO, they are not!Partnership distributions -- current or liquidating, cash or propertyWhat business arrangements qualify, or, by default, are treated, as partnershipsAssess critically tax basis for recourse and nonrecourse debtUnderstand the proper year endReview an often overlooked Section 704(c) pre-contribution gainAdjustments, permitted special allocations, and self-employment tax issuesComplete coverage of any new legislation enacted before presentationOther developing issues and hot topicsMaximizing depreciation deductionsPartnership oddities with reporting depreciation, sales of assets, and guaranteed payments
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Tax Forms Boot Camp: S Corporations (Self-Study) (JSDLTBCS)Complete coverage of any changes related to tax reformUnderstand key operational issues of separately stated versus non-separately stated income and expenses, and the importance of Schedule M-1 Accurately account for basis, AAA, and distributions Identify, plan for, and properly report any S-level built-in-gain or passive income tax liability Learn about properly preparing and allocating items to the K-1 schedule Key operational issues from election to liquidation
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Practical Planning Boot Camp: S Corporations and LLCs (Self-Study) (JSDLTCBU)Applicable changes related to tax reformStandards, baselines, and general business issues, including recent legislationAre your clients taking full advantage? The broad inventory of fringe benefit possibilitiesStrong passwords and advanced mathematicsMedical benefits: Long-term care, HSAs, cafeteria plans, COBRA compliance, disabilityPlanning an auto purchase? Comparing vehicle depreciation over the first four yearsMaximizing retirement benefitsPension plans -- Are they now more valuable, and what are the best options? Are 401(k) plans not as good, and could defined benefit plans make a comeback?The Light Brigade failed due to poor instructions, let us follow the right path in basis calculationsHiring family members: Several benefits in addition to income splitting and shiftingC corporations: Are they qualified personal service corporations?Is cash basis accounting for service corporations in jeopardy?Basis triad reviewUtilizing buy-sell agreementsEmploying life insurance in businessRelated-party transactions: Making them workExpounding travel and entertainmentMethods of accounting: When do you use accrual instead of cash? When can you use cash?*Shortening of depreciation schedules due to tax friendly safe-harbors
Self-Study		Format: Downloadable PDF	16 CPE	Add
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (JSDLTCF4)Economic updateManaging for productivityMetrics and benchmarkingSocial media and the cloud*Negotiation skills for finance professionals
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Current Developments and Best Practices for Today's CFOs and Controllers (Self-Study) (JSDLTCFO)Economic updatePricing and costing strategiesExpense control that worksBetter credit decisionsFinancial risk analysisEnterprise risk managementMetrics and benchmarkingUse and misuse of derivativesImproving bank relationships and cash managementSocial media and the cloud*Negotiation skills for finance professionals
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 planningIntroduction to trusts with emphasis on typical provisionsRevocable living trustsCommon testamentary trust arrangements -- Bypass trusts, QTIP trusts, and other marital trustsAsset protection trustsSophisticated trusts for estate planning and asset transfer -- GRATs, GRUTs, and QPRTsCharitable trusts -- Charitable remainder trusts, charitable lead trusts, and pooled income fundsIrrevocable life insurance trustsMedicaid trusts: special needs and MillerTrusts for minors -- Sections 2503(b) and 2503(c), and other trustsDynasty trustsTrusts to hold S Corporation stockImpact of historically low APRs on various trust arrangementsSpecial problems of estates and trusts relating to the 3.8-percent tax on investment income and specific solutions*Post-election developments relative to potential estate tax repeal, and the implications for planning
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 applicable changes related to tax reformLuxury automobiles, how much this year, and where did these rules come from?What are the components for real estate depreciation?A new SUV or sedan, a study of depreciation alternativesPermanency in Section 179 depreciation rules? How to maximize its use; when to use it; what property qualifies?Sale of property and the depreciation recapture rules (Section Section 1245, 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)Segregating a loss on a building component replacementHow to depreciate like-kind exchange property, including luxury vehicles traded inReacquired installment sale property -- calculating potential gain and new basisRegulations on capitalization of tangible assets and procedures for automatic changes in accounting method associated with the new depreciation rulesUnderstanding Section 197 amortization issues; how to handle intangible asset costsAMT depreciation adjustments and how to avoid themDepreciation issues, tax-deferred exchanges, personal property converted to business property, & overview of home sale exclusionGuide for compliance and planning issues from Pre-ACRS, ACRS, and MACRS depreciation and amortization 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 Thriving in a Chaotic Economic Environment: Planning and Strategy Formulation for Your Organization (Self-Study) (JSDLTDE4)Differences between planning and budgetingThe business modelStrategic planMarketing planFinancial forecastingFinancial risk analysis*Five-year operating plan
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Essential Depreciation and Expensing Update (Self-Study) (JSDLTDP4)Detailed coverage of Section 179 expense election and Section 168(k) bonus or "additional first-year depreciation" -- how to maximize them, definitions, limitations, what property qualifies, etc.Sale of property and the depreciation recapture rules (Section Section 1245, 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)MACRS depreciation -- finding the proper method, convention, and recovery periodWhat is "listed property" and what are the current limitations?Amortization of start-up, organization, and other expendituresNew regulations on capitalization of tangible assets and procedures for automatic changes in accounting method associated with the new depreciation rulesAMT depreciation adjustments and how to avoid themExamples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities
Self-Study		Format: Downloadable PDF	4 CPE	Add
New Surgent's Challenges in Implementing Topic 606 for Entities in the Technology Sector (Self-Study) (JSDLTEC4)Topic 606's five-step revenue recognition modelChanges in accounting guidance between Topic 606 and SOP 97-2Allocation approaches of transaction price under Topic 606Other unique implementation issues for entities currently using SOP 97-2 for revenue recognition purposes*Lessons learned and best practices from entities already adopting Topic 606
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (JSDLTFBC)Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S CorporationGain a comprehensive understanding of income tax laws for S Corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issuesRecognize and properly handle special pass-through items of income and expenseAccurately prepare S Corporation returns and reconcile book income to taxable incomeAccurately prepare partnership returns and reconcile book income to taxable incomeProperly handle the tax treatment of distributions to shareholders, partners, or membersUnderstand the special restrictions and sanctions for tax year end selectionReview the basics of partnership and LLC formation and basis calculationSelf-employment tax or NOT, for each entityFilling in K-1s correctly for S Corporations, partnerships, and LLCsHow the Affordable Care Act affects tax returnsThe most frequently used forms and schedules, including some form "oddities"
Self-Study		Format: Downloadable PDF	8 CPE	Add
New Surgent's The Tax Cuts and Jobs Act: A Guide to the Most Sweeping Tax Reform in Over 30 Years (Self-Study) (JSDLTREF)Reduction in individual and corporate tax ratesTaxation of pass-through entitiesDeduction of home mortgage interestState and local tax deductionsNew alimony rulesRepeal of the Obamacare individual mandateStandard deduction and itemized deductionsChild tax creditUse of Section 529 accountsSurvival of personal AMT and repeal of corporate AMTEstate and gift taxNew limitations on business lossesNew depreciation rules and Section 179 expensingBusiness interestModification of NOL rulesNew credit for employer-paid family and medical leave*Repatriation of foreign funds
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Top Five Tax Topics (Self-Study) (JSDLTTE4)Exact topics are subject to change, but may include:Travel and substantiationChoice of entityTips for getting the principal residence sale exclusion right*Maximizing retirement benefits
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's Top 10 Tax Topics (Self-Study) (JSDLTTEN)Exact topics are subject to change but may include:Travel and substantiationChoice of entityGetting the principal residence sale exclusion rightMaximizing retirement benefitsEstablishing domicile/residency and saving your clients moneyTour of form changesPernicious precedents in payroll penaltiesSelf-employment tax issuesOther key tax topics
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Microsoft Excel 2016: Useful Functions for CPAs (Self-Study) (JSDLUF16)IRR, NPV, FV, PV, PMT, SLN, SYD, and DB Financial functions;NOW, TODAY, DATE, MONTH, DAY, YEAR, TIME, HOUR, MINUTE, SECOND, WEEKDAY, and NETWORKDAYS Date & Time functions;SUM, RAND, SQRT, and ROUND Math & Trig functions;AVERAGE, MAX, MIN, COUNT, MEDIAN, MODE.SNGL, and LARGE Statistical functions;VLOOKUP, HLOOKUP, and FORMULATEXT Lookup & Reference functions;DSUM, DCOUNT, DAVERAGE, DMIN, and DMAX Database functions;PROPER, SUBSTITUTE, and LOWER Text functions; andIF, AND, and IFNA Logical functions.
Self-Study		Format: Downloadable PDF	4 CPE	Add
Surgent's The Essential Course for Performing Single Audits Under the Uniform Guidance for Federal Awards (Self-Study) (JSDLUGID)Core concepts involved in the single auditThe current requirements relating to the schedule of expenditures of federal awards (i.e., the SEFA) and how the auditor provides an in relation to opinion on the SEFAAn in-depth, commonsense look at the four-step major program determination process and common problems encountered in its applicationPerforming the compliance audit of federal awards (i.e., the auditor's responsibilities related to internal control and compliance for major programs and how the auditor utilizes the Compliance Supplement)Auditee and auditor responsibilities related to the corrective action plan and the summary schedule of prior audit findingsThe auditor's reporting responsibilities in a single audit including the critical requirements related to the schedule of findings and questioned costs*Other significant issues (e.g., key sampling considerations, pass-through entities, and program-specific audits)
Self-Study		Format: Downloadable PDF	8 CPE	Add
Surgent's Understanding Traditional IRAs (Self-Study) (JSDLUNRI)* What structure and operational rules are required to qualify the account? * What investment restrictions apply to an IRA? * What transactions involving an IRA are prohibited? * What amounts may be contributed and deducted? * How are distributions from an IRA taxed? * When are distributions premature, and how can the penalty tax be avoided? * What planning opportunities are available?
Self-Study		Format: Downloadable PDF	2 CPE	Add
Surgent's Microsoft Word 2016: Getting Started (Self-Study) (JSDLWD16)Identify ways to start Word; create a new Word document; add and remove textIdentify ways to save, close, and reopen a documentSelect methods to work with multiple documents and change the document viewSelect document navigation methodsRecognize how to preview and print a documentSelect and modify Word options; get help in WordIdentify ways to select textRecognize ways to format text charactersCut, copy, and paste techniquesIdentify ways to find and replace text and formattingSelect the proofing toolsIdentify how to change page orientation and marginsSelect line spacing, paragraph alignment, and paragraph indentation optionsRecognize ways to create bulleted and numbered listsSelect ways to insert page numbers, headers and footers, and page breaksIdentify how to apply styles and how to change the document theme and style set
Self-Study		Format: Downloadable PDF	6 CPE	Add
Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (JSOD1041)Classifying receipts between "Income" and "Corpus" under the Uniform Principle and Income ActCalculation of DNI utilizing three different methods, a "Forms" method (Schedule B), a "Code" method, and a "Shortcut" method, utilizing a worksheet of common income and expensesProper W-2 preparation and procedures in the year of deathTaxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of Simple Trusts Fluctuating trusts -- Simple one year, complex the nextDividing income in the year of death Overview of Subchapter J Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Transitioning to the Professional World (Audit Skills Training - Level 1) (Self-Study) (JSODA1M1)The AICPA Code of Professional Conduct The Conceptual Framework for Independence Safeguarding independence when performing both attest and non-attest services Real-life difficult scenarios and ethical dilemmas commonly faced by new professionals
Self-Study		Format: On-Demand	3 CPE / 3 Ethics	Add
Surgent's Desired Traits of Entry-Level Auditors (Audit Skills Training - Level 1) (Self-Study) (JSODA1M2)Maintaining productivity during unassigned time Typical constructive feedback comments for new auditors Setting professional development goals Case studies related to difficult scenarios typically encountered by new professionals Managing time and assigned tasks Tips for new professionals for both short- and long-term success
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Professional Skepticism (Audit Skills Training - Level 1) (Self-Study) (JSODA1M3)Understand the importance of professional skepticism, especially when performing attest services Recognize fraud responsibilities in a financial statement audit *Explain the varying levels of persuasiveness of audit evidence
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's The Nature of Compilations, Reviews and Audits (Audit Skills Training - Level 1) (Self-Study) (JSODA1M4)Compare and contrast the basis and requirements of preparing financial statements, compilation, review and auditCritical elements of compilation, review and audit reports Impact of special purpose accounting frameworks and other special issues Exercise on designing inquiries and analytics in a review Describing various common audit procedures Case study differentiating the scope of various non-attest and attest services
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Audit Documentation Basics (Audit Skills Training - Level 1) (Self-Study) (JSODA1M5)Proper documentation as a means of audit quality Factors impacting the nature and extent of documentation Sample workpaper index Use of audit programs as means of audit documentation Exercise on identifying workpaper deficiencies Checklist for self-review of workpapers and clearing review notes
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's The Basic Audit Concept (Audit Skills Training - Level 1) (Self-Study) (JSODA1M6)The reason that entities engage a financial statement audit List the applicable financial reporting frameworks available Differentiate the responsibilities of management and auditors The various phases of a financial statement audit Evaluating and documenting audit risk, both at the overall and relevant assertion level Case study differentiating high risk audit engagements and higher risk audit areas
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Internal Control Fundamentals (Audit Skills Training - Level 1) (Self-Study) (JSODA1M7)Gaining an understanding of the entity and its environmentThe inter-relationship of the five foundational components of the COSO Internal Control -- Integrated FrameworkVarious methods for documenting and evaluating the design and implementation of internal control over financial reportingCritical elements of entity-level and transactional-level controls*Case studies related to identifying deficiencies in internal control documentation
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Cash and Cash Equivalents (Audit Skills Training - Level 1) (Self-Study) (JSODA1M8)Explain typical audit risks and special considerations related to cash and cash equivalents Describe designing a detailed audit plan, linking assessed risk to planned procedures Perform typical audit procedures associated with auditing cash and cash equivalents Discuss how to obtain evidence through inquiry of the client
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Performing Effective and Efficient Compilations and Reviews (Audit Skills Training - Level 2) (Self-Study) (JSODA2M1)Avoiding litigation risks in accounting servicesDocumentation requirements for non-audit services, including accounting services, compilations, and reviewsChanging the scope of services, such as stepping down engagementsProposed changes to SSARS engagements*Illustrative excerpts from certain engagement letters and SSARS reports
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Accounts Receivable (Audit Skills Training - Level 2) (Self-Study) (JSODA2M2)Typical risks of material misstatement Practice tailoring the detailed audit plan Converting accounts receivable to cash External confirmation audit considerations, including evaluating responses for propriety *Evaluating the valuation of accounts receivable
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing PP&E, Including Leases (Audit Skills Training - Level 2) (Self-Study) (JSODA2M3)Typical audit risks and responsesCosting and capitalization, including capitalized interestKey controls related to PP&ELease accounting requirements and practical application*Recent changes to U.S. GAAP related to lease accounting
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Basic Inventory: Performing Observations (Audit Skills Training - Level 2) (Self-Study) (JSODA2M4)Typical inventory observation procedures and special considerationsHandling various inventory observation real-life scenariosValuation and pricing methodsKey controls related to inventory
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing A/P, Accrued Expenses and Debt (Audit Skills Training - Level 2) (Self-Study) (JSODA2M5)Typical audit procedures related to accounts payable and accrued expenses, including the search for unrecorded liabilitiesEvaluating accrued estimatesKey controls related to liabilitiesAuditing debt, including compliance with covenantsDetermining the proper classification of debtProper form of noncompliance waiver letters*Impact of noncompliance on disclosures
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Analytical Procedure Fundamentals (Audit Skills Training - Level 2) (Self-Study) (JSODA2M6)Establishing expectations for analytic proceduresIdentifying risk of material misstatement through preliminary analytic review proceduresEnsuring sufficient appropriate audit evidence is gathered through final overall analytic reviewProperly designing, documenting and evaluating the results of substantive analytic review proceduresDisaggregating substantive analytics for stronger resultsFactors impacting the design of substantive analytic procedures*Common pitfalls in performing substantive analytic procedures
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Sampling Fundamentals (Audit Skills Training - Level 2) (Self-Study) (JSODA2M7)Types of sampling and sampling riskAttribute testing for tests of controls and complianceVariable sampling for substantive assuranceDifferentiating statistical and nonstatistical sampling approaches*Determining sample sizes in a Single Audit compliance audit
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Financial Statement Fundamentals (Audit Skills Training - Level 2) (Self-Study) (JSODA2M8)Objective of financial reportingInter-relationships of financial statements and disclosuresAccounting changesSpecial purpose framework financial statements and auditsTypes of audit reportsExample audit reportsFinancial statement issuance processPerforming a final quality control check before report release
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Independence: Nonattest and Attest Services (Audit Skills Training - Level 3) (Self-Study) (JSODA3M1)Overview of the PEEC Conceptual FrameworkFamiliarity, self-interest, self-review and other independence threatsGeneral requirements and management responsibilities when performing both attest and non-attest servicesSafeguards for common independence threats
Self-Study		Format: On-Demand	3 CPE / 3 Ethics	Add
Surgent's Assessing Fraud Risk in a Financial Statement Audit (Audit Skills Training - Level 3) (Self-Study) (JSODA3M2)Explain the expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting fraudFraud inquiries and engagement team discussion pointsIdentifying and responding to fraud risk on an auditTesting journal entries and other tests for management override*Fraud communications
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Identifying and Evaluating Audit Risk (Audit Skills Training - Level 3) (Self-Study) (JSODA3M3)Overview of the risk-based audit processHow the elements of the audit risk formula interrelateEmphasis on overall risk, fraud risk, and control riskLinking the assessed risk of material misstatement to the detailed audit plan*Documenting risk assessment conclusions and responses
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Internal Control Testing for Operating Effectiveness (Audit Skills Training - Level 3) (Self-Study) (JSODA3M4)Interrelationships of the COSO Internal Control -- Integrated FrameworkLeveraging both preventive and detective control activitiesSAS requirements related to testing controls for operating effectivenessDesigning the nature, timing and extent further audit proceduresResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available through Service Organization Control Reports*General computer control considerations
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Common Investments (Audit Skills Training - Level 3) (Self-Study) (JSODA3M5)Overview of common investment typesTypical audit risks and related audit proceduresInvestments in other entitiesUnderstanding common 'plain vanilla' derivatives, like interest rate swaps*Fair value disclosure, including applying the fair value hierarchy
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Revenue Recognition (Audit Skills Training - Level 3) (Self-Study) (JSODA3M6)Generally accepted accounting principles related to sales, including the new revenue recognition modelUsing analytic procedures to identify and respond to risk of material misstatement related to salesCommon revenue recognition fraud schemes and potential audit responsesInstallment sales and multiple element arrangement special considerations*Audit responses to significant risks requiring special audit consideration
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Substantive Analytic Procedures (Audit Skills Training - Level 3) (Self-Study) (JSODA3M7)How analytic procedures enhance audit qualityElements of strong analytic proceduresSelecting the proper analytic, and altering the strength for the intended purposeDisaggregating data to make more informed expectationsEvaluating the data used in generating expectations, including corroborating inquiryImproving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained*Resolving significant differences and concluding on results
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Financial Reporting Complex Issues (Audit Skills Training - Level 3) (Self-Study) (JSODA3M8)Important considerations when drafting the statement of cash flows Properly treating more complex transactions and events in the statement of cash flowsEmphasis-of-matter or other-matter explanatory paragraphs General audit procedures to identify relevant transactions and events impacting financial statement presentation and disclosure Drafting relevant general footnotes Improving the footnote drafting process
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Fraud in Smaller and Mid-Size Environments (Audit Skills Training - Level 4) (Self-Study) (JSODA4M1)Fraud trends per the Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and AbuseReal-life examples of fraud in smaller-entity and nonprofit environments.Cyber-security risks of fraudResponsibilities for communicating abuse on an audit in accordance with Government Auditing Standards*The impact of known and potential impact of fraud on an auditor's report
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Responsibilities When Reviewing Workpapers (Audit Skills Training - Level 4) (Self-Study) (JSODA4M2)Documentation as a means of audit qualityResponsibilities of the workpaper reviewerImportant tips for providing reviews notes that will promote an effective and efficient financial statement auditAppropriate review notes at various phases of the engagement, including before and after audit report date and report release
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Assessing Risk for a Higher Quality Audit (Audit Skills Training - Level 4) (Self-Study) (JSODA4M3)Overview of the audit processLinking risk of material misstatement to the detailed audit planTailoring standard audit programs based on assessed riskEngagement team discussion agenda items and best practicesEvaluating the appropriateness of audit evidence Common efficiency considerations by audit area
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Internal Control Advanced Concepts (Audit Skills Training - Level 4) (Self-Study) (JSODA4M4)Evolution of internal control conceptsRevamped 2013 COSO Internal Control -- Integrated FrameworkDesigning an adequate "umbrella" of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entities*Additional responsibilities for the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Estimates (Audit Skills Training - Level 4) (Self-Study) (JSODA4M5)Identifying areas of estimation uncertaintyAssessing risk of material misstatement related to estimates, and testing the estimation processAuditing point estimate and range estimatesApplying audit procedures to common areas of estimationEvaluating the results of audit procedures for possible audit adjustmentSmaller entity audit considerations
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Maximizing Analytic Procedure Audit Evidence (Audit Skills Training - Level 4) (Self-Study) (JSODA4M6)Financial statement analysis, and communicating insights to financial statement usersImproving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatementDeveloping expectationsDetecting earnings management and other risks through analytic procedures*Documenting results and conclusions
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Performing Research: FASB Codification (Audit Skills Training - Level 4) (Self-Study) (JSODA4M7)Structure of the CodificationEditorial style and standards used to ease research and understanding of the accounting and financial reporting requirementsFeatures available in the basic and professional views to make research easierPractice exercises using the Codification to research technical issues
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Client and Engagement Management (Audit Skills Training - Level 4) (Self-Study) (JSODA4M8)Importance of quality control on auditsWhy budgets are not used, and how to overcome the barriers to successDetermining useful budget amounts to use as a toolBetter engagement scheduling tips for improved efficiencyMaking sure the client is ready on the first day of the auditDelegating for professional development and leveraging audit hoursHandling difficult delegation scenariosBetter engagement wrap-up tips and techniques
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Desired Traits of In-Charges, Seniors and Supervisors (Audit Skills Training - Level 5) (Self-Study) (JSODA5M1)Improving a firm's financial results be improving effective and efficient auditsTransforming the audit through creative thinkingManaging change for positive outcomesRetaining client through ensuring exceptional service*Developing other professional through mentoring, counseling and delegation
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Communicating Internal Control Deficiencies (Audit Skills Training - Level 5) (Self-Study) (JSODA5M2)The required communication of internal control matters noted on an auditEvaluating the severity of identified deficiencies, including consideration of qualitative considerationsElements to include in the letter or report including internal control mattersComponents of a well-written internal control comment*Better writing tips and techniques
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Complex Investment Types (Audit Skills Training - Level 5) (Self-Study) (JSODA5M3)The fair value measurement process, including non-readily marketable securities Auditing fair value measurement and disclosure, including alternative investments and complex derivatives Using a specialist for fair value determination, including Service Organization Control Report considerations Example accounting for complex derivatives, such as put options and embedded derivatives *Fair value hierarchy considerations for disclosures related to non-readily marketable investments
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Impairment of Long-Lived Assets (Audit Skills Training - Level 5) (Self-Study) (JSODA5M4)Indicators of impairmentSteps in recoverability testing for long-lived assets held and usedGrouping assets held and usedAllocating impairment loss and disclosuresTesting indefinite lived intangibles for impairment, including goodwillValuation techniques for comparing fair value to goodwill*Accounting standard changes on the horizon
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Auditing Contingencies and Going Concern (Audit Skills Training - Level 5) (Self-Study) (JSODA5M5)Overview of contingencies and related disclosuresIdentifying and determining proper accounting treatment for litigation, claims and assessmentsEvaluating the sufficiency of attorney's letter responses for audit evidenceEvaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of timeAuditing managements assumptions in making the going concern evaluationProper application of the liquidation basis of accounting
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Modified Audit Reports & Other Special Considerations (Audit Skills Training - Level 5) (Self-Study) (JSODA5M6)Examples of differing opinions in comparative financial statementsExample modified audit opinions, including qualified, adverse and disclaimer of opinionEmphasis-of-matter and other-matter explanatory paragraphs in a modified audit reportInitial audit engagements, including predecessor auditor considerations and audit report impactGroup audit engagements, including the impact of a component auditor on the group audit reportThe impact of using the work of others on an audit report
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Special Audit Engagements Requiring Contractual or Regulatory Reporting (Audit Skills Training - Level 5) (Self-Study) (JSODA5M7)Sarbanes-Oxley Act of 2002 overview of key requirementsPerforming compliance audits in conjunction with the financial statement audit, including Single Audit and Compliance with Contractual RequirementsLetters to Underwriters and Filings with the SEC for non-issuersExamples of various compliance reports
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Coaching Staff to Stay on the Right Track (Audit Skills Training - Level 5) (Self-Study) (JSODA5M8)Different ways to appropriately motivate others for performance, including nonmonetary awardsModifying coaching style to the various specific situation, considering both task and relationship factorsTips for engaging in difficult conversations with others, including staff, peers, supervisors and clientsGiving constructive negative feedback to staff, including creating an action plan for improvement
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Reviewing Workpapers: Avoiding Deficient Audits (Audit Skills Training - Level 6) (Self-Study) (JSODA6M1)Common peer review deficienciesImportant considerations of second-level and other upper-level reviewersQuality Control Standards requirementsPCAOB Inspections *Identifying potential peer review issues
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Value-Added Internal Control Communications (Audit Skills Training - Level 6) (Self-Study) (JSODA6M2)Importance of placing a priority on being a value-added business advisorIdentifying business advisory mattersAnticipating and preventing internal control issues related to reliable financial reporting, operational efficiency or complianceCommunicating financial analysis*Tips for cross-selling additional services
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Adapting Different Personality Styles (Audit Skills Training - Level 6) (Self-Study) (JSODA6M3)Defining primary personality style characteristicsDetermining your own primary personality style, and the style of others you interact withEffectively interacting with various personality stylesLeveraging strengths and minimizing the negative impact of personality weaknesses*Applying personality style analysis to real-life situations involving clients, staff, peers and superiors
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Accounting and Auditing Update (Audit Skills Training - Level 6) (Self-Study) (JSODA6M4)Private Company Council U.S. GAAP modificationsFASB Accounting Standards Updates with open effective dates, including revenue recognition and leasesRecently issued Clarified Auditing StandardsRecent SSARS activity
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's The Art of Discipline and Getting Things Done (Audit Skills Training - Level 7) (Self-Study) (JSODA7M1)Creating a culture of disciplineProject and time management best practicesAvoiding common time wastersTips for both getting -- and staying -- organizedManaging stress for yourself and othersManaging productive meetings
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Making Rain: Client Service and Selling to Prospects (Audit Skills Training - Level 7) (Self-Study) (JSODA7M2)Continue marketing to existing clientsHow to better connect with existing and prospective clientsMotivating prospective clients to engage with your firmMethods for building value perceptions with existing and prospective clientsDifferentiating your firm from the competition, including translating features into benefitsHandling objections and closing a sale
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Critical Performance Measures (Audit Skills Training - Level 7) (Self-Study) (JSODA7M3)Defining various types of performance measures Striking a balance between financial, internal process, continuous improvement, and customer satisfaction performance measures Creating a dashboard of performance metrics Tips for sustainable performance measurement
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's The Balanced Leader-Manager (Audit Skills Training - Level 7) (Self-Study) (JSODA7M4)Differentiating between managing and leadingAssessing your own management and leadership styleAdapting management and leadership styles to the specific circumstancesBecoming a catalyst for positive changeOvercoming barriers to successfully managing and leadingSuccessfully engaging in difficult conversations to minimize performance issues and conflict
Self-Study		Format: On-Demand	3 CPE	Add
Surgent's Accounting and Reporting Update for Tax Practitioners (Self-Study) (JSODAAUP)Recent standard setting and consulting activities at the PCC, FASB, ASB, and ARSCTax basis financial statements*SSARS No. 21, Clarification and Recodification, and other recently issued SSARS
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Annual Accounting and Auditing Update (Self-Study) (JSODACAU)Private company standard setting activitiesRecently issued FASB Accounting Standards Updates* Revenue recognition* LeasesOther items on the FASB's Technical AgendaRecent SEC activityRecently issued SASs and other AICPA and PCAOB activitySSARS No. 21, Clarification and Recodification and other recently issued SSARSAudit quality issuesOther important A&A practice matters
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Critical 1040 Reporting Issues Related to the Affordable Care Act: Penalties and Premium Tax Credits (Self-Study) (JSODACT2)Determining the amount of the individual's shared responsibility penaltyStatutory exemptions from mandated health insurance coverageObtaining and calculating the amount of the premium tax creditReconciling the amount of the individual's premium tax credit awarded with the amount to which the individual is entitledIns and outs of Form 8962, Premium Tax CreditForm 8965, Health Coverage ExemptionsComplete case study with filled-in formsNavigating ACA compliance in the face of potential repeal
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Master Accounting for Income Taxes Without Overtaxing Your Brain (Self-Study) (JSODAIT4)The sources of deferred tax assets and liabilitiesCalculating the deferred tax asset or liabilityReporting income-tax expense and balance sheet itemsDefining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilitiesDisclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (JSODANFP)Refining key planning and general auditing considerations to the not-for-profit environment Characteristics of not-for-profit financial statements that require special attention The auditor's consideration of fraud in auditing a not-for-profit entityAudit procedures to become comfortable with management's recording and reporting of contributions and promises to give Auditing how a not-for-profit entity gets from natural expenses to functional expenses Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements Considerations related to Yellow Book and single auditsThe 2017 version of the course will also contain bonus coverage of the new ASU on not-for-profit financial statements (i.e., ASU No. 2016-14) and a discussion of issues related to the revenue recognition standard
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Best S Corporation, Limited Liability and Partnership Update Course (Self-Study) (JSODBCPE)Tax reform updateSelected Practice and Reporting Issues: What's new?A review of the key cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnershipsChoice of entity issues: is the C corporation a viable choice?Basis issues: at-risk, passive activities for partnerships and LLCsSelf-employment taxes: are there major changes affecting S Corporation shareholders on the horizon?Debts between entities and the investors: open-account and written debt; defining bona fide debt for back-to-back loansImpact of the net investment income tax on the owners of pass-through entitiesImpact of health care changes on pass-through entitiesAny late-breaking tax legislation*Review of the year's most important business tax cases, revenue rulings, PLRs, etc.
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Best Federal Tax Update Course (Self-Study) (JSODBFTU)Taxation of pass-through entitiesDeduction of home mortgage interestNew depreciation rules and Sec 179 expensingModification of NOL RulesNew alimony rulesAdvanced practitioner issuesReview of pertinent cases and rulings regarding exclusions, character issues, retirement plans, travel and other items affecting your individual taxpayersPractice aids, including all the numbers applicable for the current tax year -- inflation-adjusted amounts, mileage rates, retirement contributions, and moreRecent developments with business entities, including C corporations, S Corporations, partnerships, and limited liability companiesThe latest issues related to passive activities, substantiation and any other late-breaking tax law changes
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Best Individual Income Tax Update Course (Self-Study) (JSODBITU)Complete coverage of all the latest IRS rulings and procedures affecting individuals in general, along with an up-to-date summary of the most important tax court decisions Tax reform implications for individual clientsDeduction of home mortgage interestModification of NOL RulesNew alimony rulesRetirement plans: what is new?Tax on net investment income:The latest ideas dealing with the tax aspects of investments; dealing with all the issues of the passive activity rulesIdentity theft: the latest issues and updatesRetirement planning strategies: qualified plans and IRAs, traditional and Roth; resolving issues of improper early or late distributions and rolloversDomicile issues for your clients moving to Florida and other income tax friendly statesPractice aids, including inflation-adjusted amounts and 2017 numbers, including mileage rates and moreYear-end tax planning ideasOther late-breaking tax law changes
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them (Self-Study) (JSODBTBB)Don't get caught watching the paint dryIRS battles against blind basisPernicious precedents in payroll penaltiesSo what is next with the Department of LaborCan I amend prior returns to correct an impermissible accounting method?S Corporations: Just what is causing inadvertent terminations today, which happens more than you think: and errors in basis, structuring debt, distributions and liquidationLLCs and partnerships: Mistakes in allocation of debt, fringe benefits, unreimbursed expenses: oversight in not taking into account limitations at the entity level; and pension issuesC Corporations: Keeping a stock redemption a capital transaction; and why small business owners should consider taking dividendsTravel and entertainment: tricks and trapsRelated party transactions: explore business issues and the significant tax problems that can occur with failure to recognize a related party transaction*Is there a flexible standard of law for small closely held businesses?
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Self-Study) (JSODCCSM)Factors business owners should take into account when choosing a retirement plan SIMPLE Plans Simplified Employee Pension Plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees' impact on choice of plan Ongoing compliance requirements *Tax filing requirements
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (JSODCGPT)Payroll tax requirements for wages, including wages subject to the new .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 Guide to SSARS No. 21 Preparation of Financial Statement and Compilation Engagements (Self-Study) (JSODCOM4)Relevant sections of SSARS No. 21, Clarification and RecodificationUpdates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22 and 23* 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 Key COSO Concepts: Managing Risk to Achieve Your Business Objectives (Self-Study) (JSODCOS4)Important elements of the 2013 COSO guidance and how they can be applied to manage threats to an entity's ability to achieve its objectives Key components of internal control per the COSO Internal Control - Integrated Framework, and the significant role each plays in the design and operating effectiveness of internal control over reliable financial reporting Evaluating design and implementation of an entity's design on internal controls, including impact on risk of material misstatement in financial statements Testing controls for operating effectiveness, including determining sufficiency and appropriateness of the nature, timing, and extent of control testing procedures Special considerations when using outside service organizations Key concepts of the Enterprise Risk Management that expands on internal control, providing a more robust and extensive focus of broader risk management
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Compilations, Reviews and New Preparations: Engagement Performance and Annual Update (Self-Study) (JSODCRAU)SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review ServicesSSARS No. 22, Compilation of Pro Forma Financial InformationSample comprehensive engagement work programs for preparation, compilation and review engagementsDesigning and performing procedures to specifically meet each engagement objectiveReporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variationsOther communication requirements, such as sample engagement letters and management representation lettersQuality issues related to SSARS No. 21 engagementsCurrent ARSC agenda items and projects
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (Self-Study) (JSODCSSB)How to determine S Corporation shareholder stock and loan basis The positive and negative basis adjustments S Corporation shareholders make--and the order in which they are made The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses Shareholder loan basis rules
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's 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 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 IRS Tax Examinations and Hot Issues (Self-Study) (JSODEXI4)Criteria that the IRS uses to select returns for examinationWorker classification determinations on who is an employee and who is an independent contractorS Corporation officer's reasonable compensation issuesResponsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (Self-Study) (JSODFANG)The current GAAS requirements related to fraud found in AU Section 240, Consideration of Fraud in a Financial Statement AuditThe current Yellow Book requirements related to fraud and abuseCommon conditions that indicate the financial statements may contain a material misstatement from fraud and fraud risk factors frequently observed in not-for-profit entities and governmentsRecent frauds that occurred in not-for-profit entities involving: the theft of cash; falsified billings; improper use of credit cards; the redirection of cash and non-cash contributions; conversion of assets; the redirection of benefits; grant-related fraud; and travel and expense reporting fraudRecent frauds that occurred in governments involving: falsified applications for benefits; payroll fraud; vendor fraud; kickbacks; workers' compensation and risk management frauds; purchase card abuse; providing government services for personal benefit; misappropriation of utility payments; and theft of assetsTools for fraud prevention and detection
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Recently Issued U.S. GAAP: What Small and Mid-Size Nonpublic Entity CPAs Need to Know and Do Now, Not Later (Self-Study) (JSODGAAP)Private Company Council (PCC) influenced U.S. GAAP alternatives, such as common control leasing arrangements, interest rate swaps and goodwillWhat nonpublic reporting entities need to do now related to ASU 2014-09 Revenue RecognitionThe impact of the new ASU 2016-02 Leases, and whether there is anything entities need to do now to prepare for implementationHighlights of other ASUs with open effective dates for nonpublic business entities that have the greatest likelihood of changing the financial statements of smaller entities*Significant pending FASB activity related to smaller private businesses
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's How to Do a GAAS Audit (Self-Study) (JSODGAAS)How today's GAAS is organized into seven facets of an audit (i.e., general principles and responsibilities; risk assessment and response to assessed risks; audit evidence; using the work of others; audit conclusions and reporting; special considerations; and special considerations in the United States)Key terminology used in the audit processImportant considerations, determinations and requirements that pertain to each of the seven facets of an auditHow the theory in today's GAAS translates to the real world*Answers to frequent questions that arise in the application of GAAS
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (JSODGNAA)Critical aspects of performing single audits under the OMB's Uniform Guidance for Federal AwardsDeveloping issues and challenges involving the Yellow BookKey AICPA developments affecting audits of governments and nonprofits and a special look at identifying, evaluating, and communicating deficiencies in internal controlRecent GASB activities directed towards state and local governments with an emphasis on the new OPEB standards (i.e., GASB Nos. 74 and 75)*Recent FASB activities directed towards nonprofits including the new FASB ASU on not-for-profit financial statements and developing issues related to the revenue recognition standard
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (JSODGPT4)Statutory employees, independent contractors, and possible changes to Section 530 reliefUsing SS-8Payroll Tax Penalties -- Who is a responsible person?Forms W-2, 1099, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Self-Study) (JSODHFEM)Employment at will—what this means in a practical senseImplied 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
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Self-Study) (JSODHMBI)Tax reform updateDiscuss a Proposal for a yet to be developed new tax form, which calculates basis, designed to be attached to individual returnsExecutor's new IRS form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?How Section 179 limitations affect basis and how tax-benefit rule is applied Basis implications of personal assets converted to business useHow to calculate basis of inherited qualified and joint tenancy propertyS 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, which will be important if (when) tax changes bring the return of C corpsLLCs 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
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Understanding the High Stakes Mega Issues in A&A Today (Self-Study) (JSODIAA4)Accounting and operational impacts of adopting Topic 606Accounting and operational impacts of adopting ASU No. 2016-02Accounting for the added income statement volatility resulting from recent FASB ASUs on financial instruments and stock-based compensationBusiness impact on both large and small companies of applying the FASB's recent guidance on consolidationsThe accounting, business, and operational impact of other new or proposed ASUsEmerging issues impacting the accounting profession
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Individual and Financial Planning Tax Camp (Self-Study) (JSODIFCP)Understanding the post-tax reform environmentReading a tax return for developing client-specific tax strategiesTax planning related to the net investment income taxFamily income-splitting strategies that need to be consideredIncome tax issues: impact on timing of other income, selection of investmentsUsing Roth IRAs and Roth contribution programs to best advantageConversions: do they still make sense?Taking distributions: matching timing to client requirementsQualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employedPrioritizing allocations among investment, retirement, and college funding vehiclesWhat to do about itemized deductions: will they still be available?Trans-generational planning: conversions, income and gain-splittingIdentifying tax opportunities: reviewing the prior-year return to develop a plan for the futurePlanning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Key Issues that Practitioners Need to Know About Medicare (Self-Study) (JSODMEDC)Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act's impact on MedicareCurrent and late breaking legislative and regulatory developments
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Getting Ready for Busy Season: A Guide to New Forms, Filing Issues and Other Critical Developments (Self-Study) (JSODNFFI)A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on significant recent tax legislationHot, hidden, or miscellaneous developments affecting the upcoming tax seasonWhat's new in depreciation means-- What DOES NOT show up on depreciation schedules any longer!The latest guidance on child credits, education credits, education incentives, and net capital gain and qualified dividend income rate reductions Examination of troublesome areas and audit targetsReview of new laws and changes in old forms to provide a familiarity for the upcoming tax season*Key new tax and practice developments and how they impact the current-year tax forms for individuals
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's More Than Meets the Eye: Examining the New Lease Accounting Standard (Self-Study) (JSODNLS4)ASU No. 2016-02, Leases (Topic 842)Overall lease accounting guidanceLessor Accounting 101Lessee Accounting 101Detailed review of accounting by lessees and lessorsSale and leaseback transactionsTransition guidanceOther operational issues
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Race Toward Implementation: Tackling the Tough Issues in Adopting the New Revenue Recognition Standard (Self-Study) (JSODNRRS)ASC Topic 606, Revenue from Contracts with CustomersThe FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidancePresentation and disclosure requirementsRecent ASUs that provide implementation guidance for the standardIndustry specific implementation issues and guidanceIdentifying performance obligationsAccounting for licensesIdentifying a 'material right' in an option*Other operational issues related to implementation
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (JSODPCTR)Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed returnThe importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returnsThe current rules regarding depreciation deductions, including the expensing elections of Section 179, the first-year requirements of Section 168, the standard MACRS depreciation rules, plus the overall limitations on luxury automobilesMethods of accounting -- Application and choicesIn-depth analysis of Form 4797 dealing with the sale of business property and depreciation recaptureDeductible expenses -- including rules on meals and entertainmentComputation of tax liability, including alternative minimum taxOverview 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 concernThe manufacturers deduction for domestic production, including small business safe harbors*And much more
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (JSODPITR)Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" formsNew due diligence requirements for the Child Credit and American Opportunity Credit Tax filing status -- Rules for filing status and planning opportunities and pitfalls 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 How the Affordable Care Act affects tax returnsSelf-employed person issuesSchedule C deductions including DepreciationSale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gainsA working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms Itemized deductions -- A thorough understanding of what's deductible and what's not Interest deductions -- Limitations and timing problems Retirement contributions and education credits and deductions Tax computation -- The Kiddie tax, AMT, regular tax, tax credits Individual problems illustrating form preparation for various items, with numerous "practice tips" Impact of recent legislation and forms changes on the 1040
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (JSODPMIC)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 Sample documents that can facilitate loans to children Dealing with marriage and divorce Titling assets effectively Avoiding the loss of capital and passive losses at death Elder care planningThe latest information on the portability of the deceased spouse's unused exemption amount
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (JSODRET4)Syndications and other forms of ownershipDepreciation and recaptureLand developmentPassive activity losses*Like-kind exchanges
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Guide to the New Revenue Recognition Model for All CPAs (Self-Study) (JSODREV4)Topic 606, Revenue from Contracts with Customers, including recently issued Updates impacting Topic 606The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Reducing Your Business Owner Clients' Exposure to Social Security and Self-Employment Taxes (Self-Study) (JSODREXE)Section 1402(a)(1) exclusions from the definition of self-employment incomeApplication of the SE tax to members of limited liability companies Taking a self-employed owner's health insurance deductions taken against self-employment tax How using the S Corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax How hiring a spouse and/or children helps reduce self-employment tax Differentiating between income treated as self- employment income and income that is not self-employment income
Self-Study		Format: On-Demand	2 CPE	Add
Update on Section 199A: What We Now Know After Tax Season (Self-Study) (JSODS19U)What is a trade or business for purposes of the Section 199A 20% deduction When is a rental activity a trade or business Relationship between the trade or business requirement and the passive activity rules How tiered entities claim the Section 199A deduction When basis of depreciable property is adjusted for purposes of the 2.5% limitation Calculating W-2 limitations when there are related business entities and/or a common paymaster *Much more relating to the areas of Section 199A that need IRS guidance
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Self-Study) (JSODS754)How and why a partnership makes a 754 electionThe effect of the 754 election when an interest in a partnership is sold or inheritedHow the 754 election applies when a partnership makes a distribution of property to one or more of its partnersAllocating the 754 basis adjustment
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Strategies for Maximizing Social Security Benefits (Self-Study) (JSODSPMB)When is a person eligible to take Social Security benefits?Selecting the most advantageous option for taking Social Security benefits Is there a best age to start taking Social Security benefits? How to maximize Social Security benefit payments to surviving spouses How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? How minor children can collect Social Security benefits based on the work record of an older parent
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Advanced Concepts in SSARS 21 and Nonattest Services: Are You Certain You Are in Compliance? (Self-Study) (JSODSS21)Navigating the impact of SSARS Nos. 21, 22, and 23 without risking noncompliance with professional and ethical requirementsPreventing 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 engagementsProperly 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, 21-23Differentiating when it is appropriate to perform a preparation of financial statements non-attest service instead of a compilation engagement requiring a report to be issued*Highlighting the major reporting changes for compilations and reviews
Self-Study		Format: On-Demand	2 CPE	Add
Surgent's Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now (Self-Study) (JSODSSRB)A full chapter devoted to determining the best new planning options for maximizing joint Social Security benefitsRetirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unitQualification: Has the client retired? How business entities may be used for Social Security advantageIncome taxation of Social Security: avoidance tacticsSpousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?Hiring the spouse: When is it effective?Disability benefitsGoing on Social Security: advantages and disadvantages at ages 62, 66, and 70Coordinating benefits: should you take Social Security first and higher-balance IRA distributions later, or take IRA balance first and enhanced Social Security benefits later?Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefitsIRAs: Is it time to convert to a Roth?Medicare, Part D prescription drugs: what retirees need to know
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (JSODSTRI)New issues for the current year tax returnItems added by the Affordable Care ActInstallment sales -- understanding the complicated issuesForm 8582: Passive losses with carryovers -- Complicated case with filled-in formsPuts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax returnCapital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more…At-risk rules: What a return preparer really needs to knowPassive loss issues -- You can't just trust your software. What to watch out for, and the questions you need your clients to answer in order to do it right!Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum taxAlternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a 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) (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
New Surgent's Tax Reform Overview (Self-Study) (JSODTARU)General review of the Section 199A 20% deduction Depreciation changes taking effect in 2018 Changes relating to the standard deduction, itemized deductions subject to the 2% AGI floor, and credits Extender provisions enacted in 2018 and retroactively applying to 2017 Tax rate changes for C corporations and individuals New loss limitation rules applicable to individuals and pass-through entity owners Survival of individual AMT, with increased exemptions; corporate AMT repeal IRA recharacterization limits Monumental changes to the treatment of alimony for both payor and payee Section 1031 like-kind exchanges 30% business interest limitation New rules on business entertainment expenses, including meals Doubling of estate and gift tax exemption to $22.36M for a married couple Reformed child tax credit Revised home mortgage interest deduction Treatment of state and local taxes New business credit for wages paid due to family and medical leave Much more relating to the important 2017 legislation
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Tax Forms Boot Camp: LLCs and Partnerships (Self-Study) (JSODTBCL)Gain a thorough understanding of federal income tax laws for partnerships or LLCs, from formation to tax return preparation issuesAre capital accounts the same as basis? NO, they are not!Partnership distributions -- current or liquidating, cash or propertyWhat business arrangements qualify, or, by default, are treated, as partnershipsAssess critically tax basis for recourse and nonrecourse debtUnderstand the proper year endReview an often overlooked Section 704(c) pre-contribution gainAdjustments, permitted special allocations, and self-employment tax issuesComplete coverage of any new legislation enacted before presentationOther developing issues and hot topicsMaximizing depreciation deductionsPartnership oddities with reporting depreciation, sales of assets, and guaranteed payments
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (JSODTCF4)Economic updateManaging for productivityMetrics and benchmarkingSocial media and the cloud*Negotiation skills for finance professionals
Self-Study		Format: On-Demand	4 CPE	Add
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (JSODTFBC)Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S CorporationGain a comprehensive understanding of income tax laws for S Corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issuesRecognize and properly handle special pass-through items of income and expenseAccurately prepare S Corporation returns and reconcile book income to taxable incomeAccurately prepare partnership returns and reconcile book income to taxable incomeProperly handle the tax treatment of distributions to shareholders, partners, or membersUnderstand the special restrictions and sanctions for tax year end selectionReview the basics of partnership and LLC formation and basis calculationSelf-employment tax or NOT, for each entityFilling in K-1s correctly for S Corporations, partnerships, and LLCsHow the Affordable Care Act affects tax returnsThe most frequently used forms and schedules, including some form "oddities"
Self-Study		Format: On-Demand	8 CPE	Add
Surgent's The Essential Course for Performing Single Audits Under the Uniform Guidance for Federal Awards (Self-Study) (JSODUGID)Core concepts involved in the single auditThe current requirements relating to the schedule of expenditures of federal awards (i.e., the SEFA) and how the auditor provides an in relation to opinion on the SEFAAn in-depth, commonsense look at the four-step major program determination process and common problems encountered in its applicationPerforming the compliance audit of federal awards (i.e., the auditor's responsibilities related to internal control and compliance for major programs and how the auditor utilizes the Compliance Supplement)Auditee and auditor responsibilities related to the corrective action plan and the summary schedule of prior audit findingsThe auditor's reporting responsibilities in a single audit including the critical requirements related to the schedule of findings and questioned costs*Other significant issues (e.g., key sampling considerations, pass-through entities, and program-specific audits)
Self-Study		Format: On-Demand	8 CPE	Add
Navigating Difficult Conversations (Webinar) (WA877250)Communication Relationship Management *Leadership & Navigation
1/24/2019	3 - 4 p.m.	Online	1 CPE	Add
Navigating Difficult Conversations (Webinar) (WA877251)Communication Relationship Management *Leadership & Navigation
2/1/2019	8 - 9 a.m.	Online	1 CPE	Add
Navigating Difficult Conversations (Webinar) (WA877252)Communication Relationship Management *Leadership & Navigation
2/19/2019	4 - 5 p.m.	Online	1 CPE	Add
Navigating Difficult Conversations (Webinar) (WA877253)Communication Relationship Management *Leadership & Navigation
3/4/2019	9 - 10 a.m.	Online	1 CPE	Add
Navigating Difficult Conversations (Webinar) (WA877254)Communication Relationship Management *Leadership & Navigation
3/26/2019	5 - 6 p.m.	Online	1 CPE	Add
Navigating Difficult Conversations (Webinar) (WA877255)Communication Relationship Management *Leadership & Navigation
4/1/2019	10 - 11 a.m.	Online	1 CPE	Add
Effective Virtual Teams and Virtual Meetings (Webinar) (WA881302)Communication Relationship Management *Global & Cultural Effectiveness
1/24/2019	4 - 5 p.m.	Online	1 CPE	Add
Effective Virtual Teams and Virtual Meetings (Webinar) (WA881303)Communication Relationship Management *Global & Cultural Effectiveness
2/1/2019	9 - 10 a.m.	Online	1 CPE	Add
Effective Virtual Teams and Virtual Meetings (Webinar) (WA881304)Communication Relationship Management *Global & Cultural Effectiveness
2/19/2019	5 - 6 p.m.	Online	1 CPE	Add
Effective Virtual Teams and Virtual Meetings (Webinar) (WA881305)Communication Relationship Management *Global & Cultural Effectiveness
3/4/2019	10 - 11 a.m.	Online	1 CPE	Add
Effective Virtual Teams and Virtual Meetings (Webinar) (WA881306)Communication Relationship Management *Global & Cultural Effectiveness
3/26/2019	6 - 7 p.m.	Online	1 CPE	Add
Effective Virtual Teams and Virtual Meetings (Webinar) (WA881307)Communication Relationship Management *Global & Cultural Effectiveness
4/1/2019	11 a.m. - 12 p.m.	Online	1 CPE	Add
Setting up Programs for Innovation: A Six Step Process (Webinar) (WA883819)Leadership & Navigation Consultation *Communication
1/24/2019	5 - 6 p.m.	Online	1 CPE	Add
Setting up Programs for Innovation: A Six Step Process (Webinar) (WA883820)Leadership & Navigation Consultation *Communication
2/1/2019	10 - 11 a.m.	Online	1 CPE	Add
Setting up Programs for Innovation: A Six Step Process (Webinar) (WA883821)Leadership & Navigation Consultation *Communication
2/19/2019	6 - 7 p.m.	Online	1 CPE	Add
Setting up Programs for Innovation: A Six Step Process (Webinar) (WA883822)Leadership & Navigation Consultation *Communication
3/4/2019	11 a.m. - 12 p.m.	Online	1 CPE	Add
Setting up Programs for Innovation: A Six Step Process (Webinar) (WA883823)Leadership & Navigation Consultation *Communication
3/26/2019	7 - 8 p.m.	Online	1 CPE	Add
Setting up Programs for Innovation: A Six Step Process (Webinar) (WA883824)Leadership & Navigation Consultation *Communication
4/1/2019	12 - 1 p.m.	Online	1 CPE	Add
Dynamic Communication: Strategies for Achieving Buy-In (Webinar) (WA885351)Leadership & Navigation Relationship Management *Communication
1/24/2019	6 - 7 p.m.	Online	1 CPE	Add
Dynamic Communication: Strategies for Achieving Buy-In (Webinar) (WA885352)Leadership & Navigation Relationship Management *Communication
2/1/2019	11 a.m. - 12 p.m.	Online	1 CPE	Add
Dynamic Communication: Strategies for Achieving Buy-In (Webinar) (WA885353)Leadership & Navigation Relationship Management *Communication
2/19/2019	7 - 8 p.m.	Online	1 CPE	Add
Dynamic Communication: Strategies for Achieving Buy-In (Webinar) (WA885354)Leadership & Navigation Relationship Management *Communication
3/4/2019	12 - 1 p.m.	Online	1 CPE	Add
Dynamic Communication: Strategies for Achieving Buy-In (Webinar) (WA885355)Leadership & Navigation Relationship Management *Communication
3/26/2019	3 - 4 p.m.	Online	1 CPE	Add
Dynamic Communication: Strategies for Achieving Buy-In (Webinar) (WA885356)Leadership & Navigation Relationship Management *Communication
4/1/2019	8 - 9 a.m.	Online	1 CPE	Add
Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (WA886883)Communication Relationship Management
1/24/2019	7 - 8 p.m.	Online	1 CPE	Add
Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (WA886884)Communication Relationship Management
2/1/2019	12 - 1 p.m.	Online	1 CPE	Add
Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (WA886885)Communication Relationship Management
2/19/2019	3 - 4 p.m.	Online	1 CPE	Add
Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (WA886886)Communication Relationship Management
3/4/2019	8 - 9 a.m.	Online	1 CPE	Add
Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (WA886887)Communication Relationship Management
3/26/2019	3 - 4 p.m.	Online	1 CPE	Add
Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (WA886888)Communication Relationship Management
4/1/2019	9 - 10 a.m.	Online	1 CPE	Add
Uniform Guidance 201: Federal Grants Selected Intermediate Level Topics (Webinar) (WA929798)How Performance Raises the Bar on Compliance Budget Preparation and Monitoring What Should Be in a Compliant Procurement Policy Ten Top Audit Findings and Address Their Resolution
1/18/2019	9 a.m. - 5 p.m.	Online	8 CPE	Add
Uniform Guidance 201: Federal Grants Selected Intermediate Level Topics (Webinar) (WA929799)How Performance Raises the Bar on Compliance Budget Preparation and Monitoring What Should Be in a Compliant Procurement Policy Ten Top Audit Findings and Address Their Resolution
2/19/2019	10 a.m. - 6 p.m.	Online	8 CPE	Add
Uniform Guidance 201: Federal Grants Selected Intermediate Level Topics (Webinar) (WA929800)How Performance Raises the Bar on Compliance Budget Preparation and Monitoring What Should Be in a Compliant Procurement Policy Ten Top Audit Findings and Address Their Resolution
3/14/2019	1 - 9 p.m.	Online	8 CPE	Add
Uniform Guidance 201: Federal Grants Selected Intermediate Level Topics (Webinar) (WA929801)How Performance Raises the Bar on Compliance Budget Preparation and Monitoring What Should Be in a Compliant Procurement Policy Ten Top Audit Findings and Address Their Resolution
4/2/2019	9 a.m. - 5 p.m.	Online	8 CPE	Add
Public Speaking for Business (Webinar) (WA945303)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
1/26/2019	9 - 11 a.m.	Online	2 CPE	Add
Public Speaking for Business (Webinar) (WA945354)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/4/2019	8 - 10 a.m.	Online	2 CPE	Add
Public Speaking for Business (Webinar) (WA945405)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/23/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Public Speaking for Business (Webinar) (WA945456)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/5/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Public Speaking for Business (Webinar) (WA945507)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/28/2019	4 - 6 p.m.	Online	2 CPE	Add
Public Speaking for Business (Webinar) (WA945558)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
4/2/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Communication in the Workplace: Business Communication Essentials (Webinar) (WA946530)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
1/26/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Communication in the Workplace: Business Communication Essentials (Webinar) (WA946582)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/4/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Communication in the Workplace: Business Communication Essentials (Webinar) (WA946634)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/23/2019	12 - 2 p.m.	Online	2 CPE	Add
Communication in the Workplace: Business Communication Essentials (Webinar) (WA946686)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/5/2019	12 - 2 p.m.	Online	2 CPE	Add
Communication in the Workplace: Business Communication Essentials (Webinar) (WA946738)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/28/2019	2 - 4 p.m.	Online	2 CPE	Add
Communication in the Workplace: Business Communication Essentials (Webinar) (WA946790)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
4/2/2019	12 - 2 a.m.	Online	2 CPE	Add
Social Media and Your Business (Webinar) (WA947774)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
1/26/2019	7 - 9 a.m.	Online	2 CPE	Add
Social Media and Your Business (Webinar) (WA947825)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/4/2019	12 - 2 p.m.	Online	2 CPE	Add
Social Media and Your Business (Webinar) (WA947876)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/23/2019	8 - 10 a.m.	Online	2 CPE	Add
Social Media and Your Business (Webinar) (WA947927)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/5/2019	8 - 10 a.m.	Online	2 CPE	Add
Social Media and Your Business (Webinar) (WA947978)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/28/2019	12 - 2 p.m.	Online	2 CPE	Add
Social Media and Your Business (Webinar) (WA948029)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
4/2/2019	8 - 10 a.m.	Online	2 CPE	Add
Why Listening is Important: (Hint, You Can SELL MORE) (Webinar) (WA949001)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
1/26/2019	1 - 2 p.m.	Online	1 CPE	Add
Why Listening is Important: (Hint, You Can SELL MORE) (Webinar) (WA949052)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/4/2019	2 - 3 p.m.	Online	1 CPE	Add
Why Listening is Important: (Hint, You Can SELL MORE) (Webinar) (WA949103)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/23/2019	2 - 3 p.m.	Online	1 CPE	Add
Why Listening is Important: (Hint, You Can SELL MORE) (Webinar) (WA949154)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/5/2019	2 - 3 p.m.	Online	1 CPE	Add
Why Listening is Important: (Hint, You Can SELL MORE) (Webinar) (WA949205)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/28/2019	9 - 10 a.m.	Online	1 CPE	Add
Why Listening is Important: (Hint, You Can SELL MORE) (Webinar) (WA949256)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
4/2/2019	7 - 8 a.m.	Online	1 CPE	Add
The Communication Equation (TM) for Business Professionals (Webinar) (WA950986)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
1/24/2019	1 - 2 p.m.	Online	1 CPE	Add
The Communication Equation (TM) for Business Professionals (Webinar) (WA951038)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/5/2019	2 - 3 p.m.	Online	1 CPE	Add
The Communication Equation (TM) for Business Professionals (Webinar) (WA951090)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/27/2019	2 - 3 p.m.	Online	1 CPE	Add
The Communication Equation (TM) for Business Professionals (Webinar) (WA951142)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/6/2019	2 - 3 p.m.	Online	1 CPE	Add
The Communication Equation (TM) for Business Professionals (Webinar) (WA951194)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/29/2019	9 - 10 a.m.	Online	1 CPE	Add
The Communication Equation (TM) for Business Professionals (Webinar) (WA951246)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
4/3/2019	7 - 8 a.m.	Online	1 CPE	Add
Why You Should Pay Attention to YouTube and How to Make it Work for You and Your Business (Webinar) (WA952233)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
1/24/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Why You Should Pay Attention to YouTube and How to Make it Work for You and Your Business (Webinar) (WA952284)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/5/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Why You Should Pay Attention to YouTube and How to Make it Work for You and Your Business (Webinar) (WA952335)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/27/2019	12 - 2 p.m.	Online	2 CPE	Add
Why You Should Pay Attention to YouTube and How to Make it Work for You and Your Business (Webinar) (WA952386)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/6/2019	12 - 2 p.m.	Online	2 CPE	Add
Why You Should Pay Attention to YouTube and How to Make it Work for You and Your Business (Webinar) (WA952437)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/29/2019	2 - 4 p.m.	Online	2 CPE	Add
Why You Should Pay Attention to YouTube and How to Make it Work for You and Your Business (Webinar) (WA952488)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
4/3/2019	12 - 2 a.m.	Online	2 CPE	Add
Giving Feedback That Delivers Results (Webinar) (WA953458)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
1/24/2019	7 - 8 a.m.	Online	1 CPE	Add
Giving Feedback That Delivers Results (Webinar) (WA953510)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/5/2019	12 - 1 p.m.	Online	1 CPE	Add
Giving Feedback That Delivers Results (Webinar) (WA953562)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/27/2019	8 - 9 a.m.	Online	1 CPE	Add
Giving Feedback That Delivers Results (Webinar) (WA953614)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/6/2019	8 - 9 a.m.	Online	1 CPE	Add
Giving Feedback That Delivers Results (Webinar) (WA953666)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/29/2019	12 - 1 p.m.	Online	1 CPE	Add
Giving Feedback That Delivers Results (Webinar) (WA953718)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
4/3/2019	8 - 9 a.m.	Online	1 CPE	Add
Social Media 101: Know the Essentials for Your Business (Webinar) (WA954705)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
1/24/2019	12 - 1 p.m.	Online	1 CPE	Add
Social Media 101: Know the Essentials for Your Business (Webinar) (WA954757)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/5/2019	1 - 2 p.m.	Online	1 CPE	Add
Social Media 101: Know the Essentials for Your Business (Webinar) (WA954809)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
2/27/2019	1 - 2 p.m.	Online	1 CPE	Add
Social Media 101: Know the Essentials for Your Business (Webinar) (WA954861)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/6/2019	9 - 10 a.m.	Online	1 CPE	Add
Social Media 101: Know the Essentials for Your Business (Webinar) (WA954913)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
3/29/2019	10 - 11 a.m.	Online	1 CPE	Add
Social Media 101: Know the Essentials for Your Business (Webinar) (WA954965)Public speaking Communication Personal development Management Presentation Business growth Sales Consumer relations *Customer service
4/3/2019	8 - 9 a.m.	Online	1 CPE	Add
Why QDROs Demand the CPAs Attention (Webinar) (WA957617)What is a QDRO? QDRO Requirements Tax Implications of Executed QDROs The CPAs Role in Developing a QDRO *Timing of Benefits under a QDRO
2/11/2019	2 - 4 p.m.	Online	2 CPE	Add
Why QDROs Demand the CPAs Attention (Webinar) (WA957668)What is a QDRO? QDRO Requirements Tax Implications of Executed QDROs The CPAs Role in Developing a QDRO *Timing of Benefits under a QDRO
3/28/2019	9 - 11 a.m.	Online	2 CPE	Add
The High Cost of Turnover and What to Do About It (Webinar) (WA960763)Causes of Turnover Costs of Turnover *Methods to drive turnover down
1/23/2019	10 - 11 a.m.	Online	1 CPE	Add
The High Cost of Turnover and What to Do About It (Webinar) (WA960814)Causes of Turnover Costs of Turnover *Methods to drive turnover down
2/21/2019	8 - 9 a.m.	Online	1 CPE	Add
The High Cost of Turnover and What to Do About It (Webinar) (WA960865)Causes of Turnover Costs of Turnover *Methods to drive turnover down
3/22/2019	8 - 9 a.m.	Online	1 CPE	Add
What You Should Know About Social Media (Webinar) (WA961260)Internet marketing and social media basics How to get started with a strategy Picking the right virtual places to visit Tools that will help manage the job
1/31/2019	11 - 11:55 a.m.	Online	1 CPE	Add
What You Should Know About Social Media (Webinar) (WA961261)Internet marketing and social media basics How to get started with a strategy Picking the right virtual places to visit Tools that will help manage the job
2/25/2019	1 - 1:55 p.m.	Online	1 CPE	Add
What You Should Know About Social Media (Webinar) (WA961262)Internet marketing and social media basics How to get started with a strategy Picking the right virtual places to visit Tools that will help manage the job
3/14/2019	10 - 10:55 a.m.	Online	1 CPE	Add
Accounting for Deferred Income Taxes After Tax Reform (Webinar) (WA961879)Deferred Tax Asset Backgrounder Accounting Issues Raised by the Tax Cut and Jobs Act *FASB Accounting Standards Update 2018-2
2/14/2019	9 - 11 a.m.	Online	2 CPE	Add
Accounting for Deferred Income Taxes After Tax Reform (Webinar) (WA961880)Deferred Tax Asset Backgrounder Accounting Issues Raised by the Tax Cut and Jobs Act *FASB Accounting Standards Update 2018-2
3/6/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
To Verify or Let It Fly: What to Do About Questionable Tax Return Information (Webinar) (WA962312)Clear Reflection of Income: Really? The Verification Drill Tax Ethics and the Conceptual Framework The Tax Uncertainties Dance (Tax and Financial Reporting) Cases and Controversies Blanco v. United States *U.S. v. Fairchild
2/14/2019	11 a.m. - 1 p.m.	Online	2 CPE / 2 Ethics	Add
To Verify or Let It Fly: What to Do About Questionable Tax Return Information (Webinar) (WA962313)Clear Reflection of Income: Really? The Verification Drill Tax Ethics and the Conceptual Framework The Tax Uncertainties Dance (Tax and Financial Reporting) Cases and Controversies Blanco v. United States *U.S. v. Fairchild
3/6/2019	9 - 11 a.m.	Online	2 CPE / 2 Ethics	Add
Is Ethics about Fitness or Flourishing? (Webinar) (WA932754)Why Bother with Ethics? Is there Really Such a Thing as Ethics Darwin and the Idea of Survival of the Fittest Aristotle and the Idea of Human Flourishing Is Professional Ethics about Fitness or Flourishing?
2/6/2019	8 - 10 a.m.	Online	2 CPE / 2 Ethics	Add
Is Ethics about Fitness or Flourishing? (Webinar) (WA932755)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?
3/4/2019	1 - 3 p.m.	Online	2 CPE / 2 Ethics	Add
Is Ethics about Fitness or Flourishing? (Webinar) (WA932756)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?
3/27/2019	2 - 4 p.m.	Online	2 CPE / 2 Ethics	Add
Taking a Global View of Professional Ethics (Webinar) (WA933576)What is "Ethics"? Interaction between Law and Ethics Update on Professional Ethics Codes: AICPA Code of Professional Conduct, IESBA (IFAC) Code of Ethics for Professional Accountants, IESBA Code Special Topic: Non-Compliance with Laws and Regulations (NOCLAR) Case Study: Accountants' Professional Ethics and Wrongful Discharge Claims
2/6/2019	11 a.m. - 1 p.m.	Online	2 CPE / 2 Ethics	Add
Taking a Global View of Professional Ethics (Webinar) (WA933577)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
3/4/2019	9 - 11 a.m.	Online	2 CPE / 2 Ethics	Add
Taking a Global View of Professional Ethics (Webinar) (WA933578)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
3/27/2019	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
Navigating U.S. Government Contracts: Cost Accounting, Compliance & DCAA (Webinar) (WA938604)DCAA current initiatives Hot topics such as the 2018 NDAA permitting commercial firms to perform incurred cost audits Cost Accounting Standards Preparing the annual Incurred Cost Submission using the DCAA ICE template * Preparing cost or pricing proposals * DFARS compliant estimating systems *Defective Pricing
2/18/2019	10 a.m. - 6 p.m.	Online	8 CPE	Add
Navigating U.S. Government Contracts: Cost Accounting, Compliance & DCAA (Webinar) (WA938655)DCAA current initiatives Hot topics such as the 2018 NDAA permitting commercial firms to perform incurred cost audits Cost Accounting Standards Preparing the annual Incurred Cost Submission using the DCAA ICE template * Preparing cost or pricing proposals * DFARS compliant estimating systems *Defective Pricing
3/15/2019	1 - 9 p.m.	Online	8 CPE	Add
Navigating U.S. Government Contracts: Cost Accounting, Compliance & DCAA (Webinar) (WA938706)DCAA current initiatives Hot topics such as the 2018 NDAA permitting commercial firms to perform incurred cost audits Cost Accounting Standards Preparing the annual Incurred Cost Submission using the DCAA ICE template * Preparing cost or pricing proposals * DFARS compliant estimating systems *Defective Pricing
4/3/2019	9 a.m. - 5 p.m.	Online	8 CPE	Add
PD 101: How to Turn Outreach into New Clients (Webinar) (WA939470)Professional marketing Social and professional interaction Social media The art of networking Methods of outreach Taking the long view
2/18/2019	9 - 10 a.m.	Online	1 CPE	Add
PD 101: How to Turn Outreach into New Clients (Webinar) (WA939521)Professional marketing Social and professional interaction Social media The art of networking Methods of outreach Taking the long view
3/15/2019	12 - 1 p.m.	Online	1 CPE	Add
PD 101: How to Turn Outreach into New Clients (Webinar) (WA939572)Professional marketing Social and professional interaction Social media The art of networking Methods of outreach Taking the long view
4/3/2019	8 - 9 a.m.	Online	1 CPE	Add
Cyber Risk and Accountants Best Practices (Webinar) (WA940347)Organizations and their professional advisors must address their individual and networked exposure to cyber loss through risk identification, security implementation and continuing awareness campaigns Insurance indemnification for 1st and 3rd party cyber loss continues to evolve alongside traditional insurances, but they may present subjectivities and warranties restricting or limiting coverage *Data breach and IT Crisis response industries have performed well to mitigate some data loss incidences, but they face an increasingly complex technology environment untested with catastrophic, systemic risks
1/28/2019	10 - 11 a.m.	Online	1 CPE	Add
Cyber Risk and Accountants Best Practices (Webinar) (WA940398)Organizations and their professional advisors must address their individual and networked exposure to cyber loss through risk identification, security implementation and continuing awareness campaigns Insurance indemnification for 1st and 3rd party cyber loss continues to evolve alongside traditional insurances, but they may present subjectivities and warranties restricting or limiting coverage *Data breach and IT Crisis response industries have performed well to mitigate some data loss incidences, but they face an increasingly complex technology environment untested with catastrophic, systemic risks
2/5/2019	2 - 3 p.m.	Online	1 CPE	Add
Cyber Risk and Accountants Best Practices (Webinar) (WA940449)Organizations and their professional advisors must address their individual and networked exposure to cyber loss through risk identification, security implementation and continuing awareness campaigns Insurance indemnification for 1st and 3rd party cyber loss continues to evolve alongside traditional insurances, but they may present subjectivities and warranties restricting or limiting coverage *Data breach and IT Crisis response industries have performed well to mitigate some data loss incidences, but they face an increasingly complex technology environment untested with catastrophic, systemic risks
2/27/2019	12 - 1 p.m.	Online	1 CPE	Add
Cyber Risk and Accountants Best Practices (Webinar) (WA940500)Organizations and their professional advisors must address their individual and networked exposure to cyber loss through risk identification, security implementation and continuing awareness campaigns Insurance indemnification for 1st and 3rd party cyber loss continues to evolve alongside traditional insurances, but they may present subjectivities and warranties restricting or limiting coverage *Data breach and IT Crisis response industries have performed well to mitigate some data loss incidences, but they face an increasingly complex technology environment untested with catastrophic, systemic risks
3/9/2019	8 - 9 a.m.	Online	1 CPE	Add
Cyber Risk and Accountants Best Practices (Webinar) (WA940551)Organizations and their professional advisors must address their individual and networked exposure to cyber loss through risk identification, security implementation and continuing awareness campaigns Insurance indemnification for 1st and 3rd party cyber loss continues to evolve alongside traditional insurances, but they may present subjectivities and warranties restricting or limiting coverage *Data breach and IT Crisis response industries have performed well to mitigate some data loss incidences, but they face an increasingly complex technology environment untested with catastrophic, systemic risks
3/25/2019	11 a.m. - 12 p.m.	Online	1 CPE	Add
New International Tax Lunch: Form 5472 Filing Requirements and Preparation (Webinar) (WC862101)* Form 5472* Attribution rules* Engaged in a U.S. trade or business* US owner of foreign corporation
3/8/2019	2 - 3 p.m.	Online	1 CPE	Add
Accounting and Auditing Update (Webinar) (WCAAAU07)* Review of select AICPA Technical Questions and Answers* Upcoming changes to revenue recognition, leasing and financial instruments* Compilation and review standards and interpretations (SSARS)* Auditing standards and interpretations (SAS & SSAE)
3/18/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Accounting and Auditing Update (Webinar) (WCAAAU08)* Review of select AICPA Technical Questions and Answers* Upcoming changes to revenue recognition, leasing and financial instruments* Compilation and review standards and interpretations (SSARS)* Auditing standards and interpretations (SAS & SSAE)
3/18/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Accounting Analysis Basics (Webinar) (WCAADD02)* Accounting analysis and methodology.* Factors influencing the quality of accounting-based financial reports.* Impact of emerging business models on balance sheets.* Introduction to instructor's Open Balance Sheet.
3/29/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Business Writing Series: Highlights of Grammar and Punctuation (Webinar) (WCBWSH02)
2/19/2019	1 - 3 p.m.	Online	2 CPE	Add
Business Writing Series: Planning and Organizing Your Writing (Webinar) (WCBWSP02)* Business writing* Planning writing projects* Project management
2/26/2019	1 - 3 p.m.	Online	2 CPE	Add
Business Writing Series: 10 Principles of Effective Email (Webinar) (WCBWST03)* Email management* Email etiquette and tone* Business writing
2/5/2019	1 - 3 p.m.	Online	2 CPE	Add
Business Writing Series: Writing and Revising for Maximum Impact (Webinar) (WCBWSW02)* Business writing* Practice development* Editing* Coaching others to write well
2/12/2019	1 - 3 p.m.	Online	2 CPE	Add
Buying and Selling Corporate Businesses: Using Installment Obligations (Webinar) (WCCBUI03)* Discussion of the law relevant to deferring gain using the installment method (IRC 453)* Description and analysis of the installment sale of the stock of both an S Corporation and a C Corporation* The use of an installment obligation related to the sale of the assets of both an S Corporation and a C Corporation including consideration of when to liquidate the corporation* Evaluation of the tax consequences of a note with a contingent amount* Tax planning opportunities and strategies
1/28/2019	10:30 - 11:30 a.m.	Online	1 CPE	Add
New International Tax Lunch: Classification of Foreign Pensions: Foreign Trust Issues and Tax Deferral (Webinar) (WCCFPF01)* Nonqualified plans under 402(b)* Foreign grantor trusts* Nonqualified annuity* Information reporting* Lookthrough issues* Treaty benefits
2/8/2019	2 - 3 p.m.	Online	1 CPE	Add
Tax Collection Defense (Webinar) (WCCLOF02)* Assessment and attachment rules-tax assessment procedures and attachment of the assessment lien to property, including community property.* Tax liens-perfection and priority rules in general and for specific assets and relief from liens.* Tax levies and seizures-taxpayer rights and defenses; third party rights.* Dealing with the collection officers and representatives.* Collection appeals-collection due process (CDP) and other collection appeals.* Collection resolutions-offers in compromise; installment agreements; bankruptcy.* Judicial actions: collection due process (CDP); injunctions; and IRS suits.
1/28/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Cost Reduction Strategies: Best Practices (Webinar) (WCCORS02)* Pitfalls of traditional thinking about costs* Attributes shared by world-class competitors* The causes of cost and how costs are driven out* Advantages of zero-base budgeting* JIT vs. ABC approaches to cost reduction* Incorporating suppliers and customers into cost strategy* Stages of cost management
3/25/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Deception, Embezzlement and Fraud (Webinar) (WCDEPF06)* Narcissism Studies* Fraud* Embezzlement* Technology used in scams
2/19/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
U.S. GAAP Disclosures for Non-Public Entities (Webinar) (WCDSCF04)* FASB Accounting Standards Codification disclosure requirements* Developments in the disclosure landscape* How materiality enters into disclosure decisions* Navigating FASB Codification
2/21/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Data Visualization for Audits (Webinar) (WCDVAD03)* Common data sets* How to visualize data sets and interpret results* How to replace manual audit procedures with technology
1/29/2019	3 - 5 p.m.	Online	2 CPE	Add
Dealing with IRS Appeals (Webinar) (WCDWIA02)* Preparing the case for an appeal.* Best practices and strategies for handling appeals.* Alternate dispute resolution options before and after the appeal.* Appeals of collection and penalty determinations.* Understanding state appeals for income, sales and employment taxes.
1/30/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New Ethics in Social Media (Webinar) (WCEISM03)* Who uses social media?* How and why do accountants use social media?* Minimizing the risks of social media* Case Studies-what can go wrong?* Where to go for help
1/18/2019	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Settled and Approved: Fiduciary Accounting from Start to Finish (Webinar) (WCFDAF04)* CPA responsibility when preparing a fiduciary accounting* Record keeping and accounting duties of executors, trustees, agents, etc.* Depreciation and depletion in trust and estate accounting* Weird assets: options, derivatives, timber and IRAs* Court vs. noncourt accountings
1/22/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Settled and Approved: Fiduciary Accounting from Start to Finish (Webinar) (WCFDAF05)* CPA responsibility when preparing a fiduciary accounting* Record keeping and accounting duties of executors, trustees, agents, etc.* Depreciation and depletion in trust and estate accounting* Weird assets: options, derivatives, timber and IRAs* Court vs. noncourt accountings
1/22/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Financial Statement Analysis for Managers (Webinar) (WCFNAA02)* Value of DuPont analysis* Pros/cons of ratio analysis* Cash flow analysis* Operating leverage vs. financial leverage* Effective financial performance measures* Open balance sheet
3/28/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Closely Held Business Owner Financial Planning Opportunities (Webinar) (WCFPCH02)* Personal Financial Planning* Insurance Planning* Investment Planning* Business Succession Planning* Income Tax Planning* Practice Management and Marketing* Retirement Planning* Executive Compensation* Estate Planning
1/23/2019	1 - 3 p.m.	Online	2 CPE	Add
Accounting Fraud (Webinar) (WCFRSA02)* Accounting principles and fraudulent financial statements.* Types of fraud with a focus on management fraud.
3/22/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Federal Tax Update: Comprehensive Individual Tax (Form 1040) (Webinar) (WCFTUI09)* Detailed coverage of any new individual income tax law signed by President Trump.* Review the ACA taxes, penalties and credits repealed and retained.* Look at any changes to the Form 1040 and other related schedules and forms.* Cover issues related to the various taxes, i.e., income, capital gain, self-employment and alternative minimum tax (AMT).* Review changes to depreciation, itemized deductions, adjustments to income, passive activities and tax credits
1/24/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Federal Tax Update: Comprehensive Individual Tax (Form 1040) (Webinar) (WCFTUI10)* Detailed coverage of any new individual income tax law signed by President Trump.* Review the ACA taxes, penalties and credits repealed and retained.* Look at any changes to the Form 1040 and other related schedules and forms.* Cover issues related to the various taxes, i.e., income, capital gain, self-employment and alternative minimum tax (AMT).* Review changes to depreciation, itemized deductions, adjustments to income, passive activities and tax credits
1/24/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New Fundamentals of Corporate Finance (Webinar) (WCFUNC02)* Cash flow* Cost of Capital* Investment Metrics* Valuation* Capital expenditure decisions* Buy or lease decisions
1/23/2019	10:30 a.m. - 12 p.m.	Online	2 CPE	Add
New Government OPEB Accounting and Financial Reporting (Webinar) (WCGOPE02)* Accounting and Financial Reporting for Net OPEB Liability* GASB Statements: * * No. 74, Financial Reporting for Post-employment Benefit Plans Other Than Pension Plans* No. 75, Accounting and Financial Reporting for Post-employment Benefits Other Than Pensions* No. 85, Omnibus 2017* * * Effect of the Measurement Date* Impact on Deferred Outflows of Resources and Deferred Inflows of Resources* Defined Benefit and Defined Contribution OPEB Plans* Actuarial Valuation of Total OPEB Liability* Generally Accepted Accounting Principles for government
2/7/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
New Government Pension Accounting and Financial Reporting (Webinar) (WCGPAF02)* Accounting and financial reporting for (Aggregate) Net Pension Liability* Effect of the Measurement Date* Seven new pension standards by Governmental Accounting Standards Board (GASB)* Generally Accepted Accounting Principles (GAAP)for government * Defined Benefit and Defined Contribution Pension Plans* Impact on Deferred Outflows of Resources and Deferred Inflows of Resources
2/8/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
College Financial Planning: Graduate School (Webinar) (WCGRSL03)* Applying to graduate school: admissions exams (GMAT, GRE, LSAT, MCAT)* Financial aid forms: Free Application for Federal Student Aid; respective college financial aid forms; and personal, financial and college information required* Funding graduate school: student, federal and private loans; employment; and family support* Educational tax benefits: Lifetime Learning Credit; Student Loan Interest Deduction; qualified tuition plans (529 plans); Coverdell Education Savings accounts; U.S. Savings bonds; Section 127: Employer Education Assistance Plans; Section 2503; and IRA withdrawals for education.
3/21/2019	1 - 3 p.m.	Online	2 CPE	Add
Effective Workpaper Techniques: Building a Better Workpaper (Webinar) (WCEWTB04)* Leveraging Excel* Effective workpapers: form, function, appearance and content* Paperless concepts* Workpapers for industry, audit and tax accountants* Legal consequences of workpaper content* Attestation standards documentation* Peer review or PCAOB review documentation
2/20/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Accounting Industry Update: Quality, 6 Point Plan, PCAOB Impact (Webinar) (WCIUAQ03)* Audit quality initiatives* Changes to compilation and review standards (SSARS); AICPA auditing standards; and PCAOB standards
2/8/2019	4:10 - 6 p.m.	Online	2 CPE	Add
Accounting Industry Update: FASB Changes 2018 & Beyond (Webinar) (WCIUFB03)* Not-for-profit presentation* Cash flows* Restricted cash* Financial Instruments
2/8/2019	10:30 a.m. - 12:20 p.m.	Online	2 CPE	Add
Accounting Industry Update: FASB Hot Topics & Financial Presentation (Webinar) (WCIUHT03)* FASB Technical Agenda* Debt Issue Costs* Inventory Goodwill & Acquisitions Tax presentation* Stock based compensation* Going Concern
2/8/2019	12:30 - 1:30 p.m.	Online	1 CPE	Add
Accounting Industry Update: Lease Accounting (Webinar) (WCIULA03)* Upcoming changes to lease accounting* Implementation dates and methods* Impact of the standard on the business
2/8/2019	3 - 4 p.m.	Online	1 CPE	Add
Accounting Industry Update: Revenue Under ASC 606 (Webinar) (WCIURV03)* Upcoming changes to revenue accounting* Implementation dates and methods* Impact of the standard on the business
2/8/2019	1:30 - 2:30 p.m.	Online	1 CPE	Add
Lease Accounting for Lessees Under ASC 842 (Webinar) (WCLEAC03)* Summary of key changes from ASC 840 to 8422* Technical requirements of ASC 842* Impact on lessees* Disclosure requirements
3/28/2019	12 - 2 p.m.	Online	1 CPE	Add
Improving Audit Quality (Webinar) (WCIMAQ03)* National auditing quality performance* Impact of PCAOB on industry* Common audit failures and why they occur* AICPA six-point plan* Audit quality indicators
1/29/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Best Practices for Tax Income and Expense Recognition (Webinar) (WCINCX04)* Cash receipts and disbursements method of accounting, including history* Cash method limitations, including tax shelters per IRC Sec. 448(d)(3), 461(i)(3) and 1256(e)(3)* Cash method by small businesses, including Revenue Procedures 2001-10 and 2002-28 NAICS codes* Accrual of income and expenses, including history* Economic Performance and Recurring Item Exception, IRC Sec. 461(h)* Deferral of Certain Advance Payments (Revenue Procedure 2004-34)* Changes made to the above by the 2018 Tax Cuts and Jobs Act
1/25/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Best Practices for Tax Income and Expense Recognition (Webinar) (WCINCX05)* Cash receipts and disbursements method of accounting, including history* Cash method limitations, including tax shelters per IRC Sec. 448(d)(3), 461(i)(3) and 1256(e)(3)* Cash method by small businesses, including Revenue Procedures 2001-10 and 2002-28 NAICS codes* Accrual of income and expenses, including history* Economic Performance and Recurring Item Exception, IRC Sec. 461(h)* Deferral of Certain Advance Payments (Revenue Procedure 2004-34)* Changes made to the above by the 2018 Tax Cuts and Jobs Act
1/25/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New OCBOA Case Studies (Webinar) (WCOCBO04)* Income tax-basis financial statement presentations* Cash and modified-cash financial statement presentations* Innovative and EBITDA type reports* OCBOA engagements* AICPA Fianncial Reporting Framework for Small- and Medium-Sized Entities
1/31/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New Passive Activity Losses (PAL): Comprehensive (Webinar) (WCPARR09)* How the PAL rules apply to rental real estate activities and investments in S Corporations and partnerships.* Definition of an activity and the activity grouping and disclosure rules.* Real estate professional exception to the PAL rules for investments in non-passive rentals.* Special $25,000 loss allowance for rental real estate with active participation.* Material participation safe harbor rules.* Events that trigger suspended PALs.* Limitations on tax credits generated by passive activities.* Special rules that re-characterize passive income to non-passive income.
1/29/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
New Passive Activity Losses (PAL): Comprehensive (Webinar) (WCPARR10)* How the PAL rules apply to rental real estate activities and investments in S Corporations and partnerships.* Definition of an activity and the activity grouping and disclosure rules.* Real estate professional exception to the PAL rules for investments in non-passive rentals.* Special $25,000 loss allowance for rental real estate with active participation.* Material participation safe harbor rules.* Events that trigger suspended PALs.* Limitations on tax credits generated by passive activities.* Special rules that re-characterize passive income to non-passive income.
1/29/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Motion Picture and Television Industry: Accounting & Auditing Overview (Webinar) (WCMPTI02)* Deal-making, budgeting and production process* Revenue distribution sources and expenses* SC 926, GAAP for motion pictures and television* New revenue recognition standards* Entertainment industry trends and challenges
2/6/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Professional Conduct & Ethics: Dealing with Ethical Crises (Webinar) (WCPRCO01)* Discover tools to help you in ethical decision making.* Cover highlights from the revised AICPA Code of Professional Conduct.* How to communicate delicate issues.* Explore real-life case studies (including Wells Fargo, Google).* When doing the right thing may not be enough.
4/4/2019	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Professional Conduct & Ethics: Dealing with Ethical Crises (Webinar) (WCPRCO12)* Discover tools to help you in ethical decision making.* Cover highlights from the revised AICPA Code of Professional Conduct.* How to communicate delicate issues.* Explore real-life case studies (including Wells Fargo, Google).* When doing the right thing may not be enough.
2/7/2019	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Professional Conduct & Ethics: Dealing with Ethical Crises (Webinar) (WCPRCO13)* Discover tools to help you in ethical decision making.* Cover highlights from the revised AICPA Code of Professional Conduct.* How to communicate delicate issues.* Explore real-life case studies (including Wells Fargo, Google).* When doing the right thing may not be enough.
3/7/2019	10:30 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Financial Modeling and Driver-Based Planning (Webinar) (WCRCST02)* Driver-based planning (DBP), the next generation approach to cost management* Why activity-based costing (ABC) & throughput costing (TOC) are not enough* Cost decomposition analysis using REGRESSION tool* Driver-based modeling using SOLVER tool* Multi-driver budgeting for more accurate planning & cost reduction* The importance of managing idle capacity
3/15/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Real Estate Taxation (Webinar) (WCRELT03)* Passive activities loss rules [IRC Sec. 469].* Real estate professional rules [IRC Sec. 469(c)(7)].* Interest expense deduction rules [IRC Sec. 163].* Home sale exclusion [IRC Sec. 121].* 1031 exchanges.* Estate planning and gifting with real estate.* California property taxation.* Foreclosures and short sales.* Cancellation of Debt Income [IRC Sec. 108].
1/22/2019	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
3/28/2019	3 - 4 p.m.	Online	1 CPE	Add
S Corporations: The Fundamentals and More (Webinar) (WCSCPF04)* Tax consequences of an S Corp election.* Explanation and analysis of the "qualified business income deduction" (IRC 199A)* Qualification requirements to make and maintain an S Corp election.* Filing the S Corp return.* Allocation of corporate results to the shareholders.* Adjustments to the basis of the stock of an S Corp.* Limitations on deducting S Corp losses.* Tax consequences of distributions to shareholders.* Tax planning related to S Corp elections or terminations.* Sale of an S Corp business: the basics.
1/25/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
College Financial Planning: Student Loans (Webinar) (WCSTUL04)* Undergraduate student loans: Federal; in the student's name* Stafford loans: Subsidized and unsubsidized* PLUS loan* Private student loans* Graduate student loans: Federal, Stafford, Grad PLUS and private student loans* Consolidating student loans: Federal, student, parent and private* Other financing options: Home equity/line of credit; margin accounts; family loans; credit cards; and retirement accounts* Federal Public Loan Forgiveness Program
2/20/2019	1 - 3 p.m.	Online	2 CPE	Add
Form 1041: Down to the Basics (Webinar) (WCT10404)* Introduction to the fiduciary entity* Fiduciary accounting fundamentals* Subchapter J, DNI and the Distribution Deduction* Simple and complex trusts* Alternative Minimum Tax (AMT) for fiduciary entities* Form 1041 updates* Special problem situations
1/23/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Form 1041: Down to the Basics (Webinar) (WCT10405)* Introduction to the fiduciary entity* Fiduciary accounting fundamentals* Subchapter J, DNI and the Distribution Deduction* Simple and complex trusts* Alternative Minimum Tax (AMT) for fiduciary entities* Form 1041 updates* Special problem situations
1/23/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New Settled and Approved II: Handling Disputes to Fiduciary Accountings (Webinar) (WCSA2H03)* Resolving fiduciary accountings that do not balance* Addressing questions about a fiduciary accounting* Reviewing other party's fiduciary accounting* Preparing for a deposition or trial on your fiduciary accounting
1/29/2019	12 - 2 p.m.	Online	2 CPE	Add
Guiding Clients in the Private Equity Capital Market (Webinar) (WCVCAP02)* Private equity market: yesterday and today* What venture capitalists and angel investors look for* Crowdfunding* Outside funding financial statements proposal* Accounting standards affecting prospective financial statements, preparation, review and compilation* Exit strategies and accounting implications
2/12/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
Guiding Clients in the Private Equity Capital Market (Webinar) (WCVCAP03)* Private equity market: yesterday and today* What venture capitalists and angel investors look for* Crowdfunding* Outside funding financial statements proposal* Accounting standards affecting prospective financial statements, preparation, review and compilation* Exit strategies and accounting implications
2/12/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Documentation Requirements, Design and Reviewing Techniques of Workpapers (Webinar) (WCWDPR04)* Documentation relating to specific areas of fraud, use of estimate, related parties, legal contingencies and the ability of the entity to continue as a going concern.* Ownership, confidentiality and retention of working papers.* The effect of working papers on the CPA's legal liability* Types of working papers and their organization within the engagement documentation, including electronic paperless approaches and tips.* Common deficiencies in engagement documentation as noted in peer reviews.* Management process and approach to workpaper review.* Pronouncements relating to the content of working papers for review and audit engagements.
2/25/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Ethics and Professional Conduct: Updates and Practical Applications (Webinar) (WI603091)Conceptual Framework AICPA Code of Professional Conduct *Independence
2/8/2019	12 - 3 p.m.	Online	4 CPE / 4 Ethics	Add
Ethics in Practice: AICPA Code and Real Life Applications (Webinar) (WI672076)AICPA Code of Professional Conduct Attest Client versus client definition *Hosting services interpretation
1/23/2019	8 - 10 a.m.	Online	2 CPE / 2 Ethics	Add
Ethics in Practice: AICPA Code and Real Life Applications (Webinar) (WI672099)AICPA Code of Professional Conduct Attest Client versus client definition *Hosting services interpretation
3/15/2019	8 - 10 a.m.	Online	2 CPE / 2 Ethics	Add
Health Care Reform Act: Critical Tax and Insurance Ramifications (Webinar) (WI679154)Individual Shared Responsibility Payments and Premium Tax Credits Employer Shared-Responsibility Payments IRS Employer and Insurer Reporting Requirements Small Business Tax Credit, SHOP Exchange, and Other ACA Tax Changes Impacting Individuals
2/28/2019	12 - 3 p.m.	Online	4 CPE	Add
Health Care Reform Act: Critical Tax and Insurance Ramifications (Webinar) (WI679160)Individual Shared Responsibility Payments and Premium Tax Credits Employer Shared-Responsibility Payments IRS Employer and Insurer Reporting Requirements Small Business Tax Credit, SHOP Exchange, and Other ACA Tax Changes Impacting Individuals
3/26/2019	8 - 11 a.m.	Online	4 CPE	Add
Social Security and Medicare: Maximizing Retirement Benefits (Webinar) (WI679238)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
1/23/2019	8 - 11 a.m.	Online	4 CPE	Add
Social Security and Medicare: Maximizing Retirement Benefits (Webinar) (WI679240)What Medicare will and will not do Managing Medicare gaps Analyzing the wide menu of Social Security benefits Social Security benefits for workers and families: retirement, survivor, disability and death benefit Tax impact of social security premiums and benefits Impact of the 3.8% Medicare surtax on investment income *Recent changes to the Medicare law
2/21/2019	12 - 3 p.m.	Online	4 CPE	Add
Social Security and Medicare: Maximizing Retirement Benefits (Webinar) (WI679242)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
3/19/2019	8 - 11 a.m.	Online	4 CPE	Add
Accounting for Nonprofit Grants and Contracts (Webinar) (WI850968)N/A
1/23/2019	12 - 2 p.m.	Online	2 CPE	Add
B3: A Vision for the Future-Ready Leader (Webinar) (WI865837)N/A
2/20/2019	12 - 1 p.m.	Online	1 CPE	Add
CFO/Controller Series: Acquiring Distressed Assets (Webinar) (WI865840)N/A
3/28/2019	2 - 3 p.m.	Online	1 CPE	Add
CPA Firm Business Development: The Data Analytics Opportunity (Webinar) (WI866432)N/A
3/19/2019	10 - 11 a.m.	Online	1 CPE	Add
How to Thrive in the Age of Creative Destruction: Big Data, AI, Blockchain (Webinar) (WI866866)N/A
1/23/2019	11 a.m. - 12 p.m.	Online	1 CPE	Add
Introduction to Data Analytics with Excel Power Query (Webinar) (WI866889)N/A
1/28/2019	1 - 2 p.m.	Online	1 CPE	Add
Surgent's Guide to the Business of Booze: Accounting for Restaurants & Bars (Webinar) (WSRESB07)Overview of the business of alcoholOverview of the three-tier systemRole of the federal government (TTB, FDA, ATF)Role of state and local regulatorsSpecial issues for bars and restaurants, including Dram Shop LiabilityCraft beer revolutionOut-of-state shipping; transshippingUmbrella licenses / license compliance companies
2/20/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (WSTTCE10)Overview of estate planningThe dangers of a Power of AttorneyThe most important aspect of a willRole, scope, rights, and responsibilities of an executorBenefits of incorporating a trustBequestsCaring for a petClaims against the estateInsuranceConsequences of poor estate planning
2/27/2019	12 - 2 p.m.	Online	2 CPE	Add
New Surgent’s Virtual Tax Conference: The Tax Cuts and Jobs Act One Year Later (Webinar) (WSVTC104)8:00 - 9:30 a.m.: Review of TCJA impacting individuals and businesses (Mike Tucker, Lance Weiss, Lynn Nichols) 9:40 - 11:00 a.m.: Individual and business tax planning strategies in light of the TCJA changes (Mike Tucker, Jack Surgent, Julie Welch) 12 - 2 p.m.: Update on Section 199A (Mike Tucker, Josh Becker, Karen Davis) 2:10 - 4:00 p.m.: Pass-through entities update (Mike Tucker, Bob Lickwar)
1/22/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Cash Conversion Cycle: Tools and Techniques (Webinar) (WX10568)Why the cash conversion cycle is your organization's lifebloodWhy traditional liquidity measures are no longer sufficientHow the cash conversion cycle provides a complete picture of your organization's cash management issuesCompare four cash management metrics to your organization and your competitors*Understand the arguments for and against cash accumulation
1/23/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Cash Conversion Cycle: Tools and Techniques (Webinar) (WX10569)Why the cash conversion cycle is your organization's lifebloodWhy traditional liquidity measures are no longer sufficientHow the cash conversion cycle provides a complete picture of your organization's cash management issuesCompare four cash management metrics to your organization and your competitors*Understand the arguments for and against cash accumulation
2/27/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Cash Conversion Cycle: Tools and Techniques (Webinar) (WX10570)Why the cash conversion cycle is your organization's lifebloodWhy traditional liquidity measures are no longer sufficientHow the cash conversion cycle provides a complete picture of your organization's cash management issuesCompare four cash management metrics to your organization and your competitors*Understand the arguments for and against cash accumulation
3/13/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
LGBT Employees & Their Families: What Managers Should Know (Webinar) (WX10656)StatisticsThe rise of non-traditional familiesIssues regarding a colleague undergoing a gender transitionTerminology
1/25/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
LGBT Employees & Their Families: What Managers Should Know (Webinar) (WX10657)StatisticsThe rise of non-traditional familiesIssues regarding a colleague undergoing a gender transitionTerminology
2/13/2019	8 - 10 a.m.	Online	2 CPE	Add
LGBT Employees & Their Families: What Managers Should Know (Webinar) (WX10658)StatisticsThe rise of non-traditional familiesIssues regarding a colleague undergoing a gender transitionTerminology
3/15/2019	8 - 10 a.m.	Online	2 CPE	Add
Advanced Gmail for Accountants (Webinar) (WX10918)Gmail apps for web, mobile and offlineManage your Gmail accountRead and organize emailsTips and tricksControl SettingsSend emailsGoogle Inbox Gmail Plugins
3/7/2019	2 - 4 p.m.	Online	2 CPE	Add
Advanced Googling for Accountants (Webinar) (WX10925)Getting Google ReadyGoogle Mobile ToolsGoogle Personalization and OptimizationGoogle Eyes and Ears: How Google Can Literally Read, Hear and See You.Googling to Your Own Devices: How Results Vary By Computer Hiding in Plain Sight: What You're Missing on the Google Results PageGoogle Sweet TalkPower Search ToolsGoogle VerticalsHow to Be a Google Super Hero: Three Key Strategies
2/6/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Advanced Googling for Accountants (Webinar) (WX10926)Getting Google ReadyGoogle Mobile ToolsGoogle Personalization and OptimizationGoogle Eyes and Ears: How Google Can Literally Read, Hear and See You.Googling to Your Own Devices: How Results Vary By Computer Hiding in Plain Sight: What You're Missing on the Google Results PageGoogle Sweet TalkPower Search ToolsGoogle VerticalsHow to Be a Google Super Hero: Three Key Strategies
3/12/2019	2 - 4 p.m.	Online	2 CPE	Add
New Artificial Intelligence for Accountants (Webinar) (WX10934)AI snapshotAI's multiple implications for the accounting professionAI case studies Leading AI categories Key AI resources and communities online AI starter strategy for accountants
2/19/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
New Artificial Intelligence for Accountants (Webinar) (WX10935)AI snapshotAI's multiple implications for the accounting professionAI case studies Leading AI categories Key AI resources and communities online AI starter strategy for accountants
3/19/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Google Business Tools for Accountants (Webinar) (WX10942)Communication and Publishing MobileAdvertising Online CommerceMappingWebmaster and Cloud Computing EntrepreneurshipCorporate Social Responsibility*Help Networks
2/15/2019	1 - 3 p.m.	Online	2 CPE	Add
New Google Calendar for Accountants (Webinar) (WX10949)Google Calendar overviewCreate an eventInvite guestsReserve resourcesAdd event detailsSave or update an event and notify guestsRespond to eventsCheck guest attendanceDelete and restore eventsCreate, change or remove a personal reminderShare your calendarView other people's calendarsCreate a shared calendarImport and export events and calendarsDelete a calendarManage event notificationsChoose your calendar viewChange your calendar's look
1/25/2019	2 - 4 p.m.	Online	2 CPE	Add
New Ethics and Opportunities of Voice-Enabled Digital Assistants (Webinar) (WX11017)Overview of virtual assistantsInteraction methodsServices offeredDevices and objects where foundSocial and ethical impact and concernsDiscretionPrivacyData ownershipData securityVoice recognition and digital wiretappingCyber-bullying and harassmentAlgorithmic authority and "choice"Commercial oversight and brandingLanguage and locational biasAdvertisingVoice analytics and conversational auditsLeading platformsVoice assistant starter strategy for accountants
1/30/2019	9 - 11 a.m.	Online	2 CPE / 2 Ethics	Add
New Ethics and Opportunities of Voice-Enabled Digital Assistants (Webinar) (WX11018)Overview of virtual assistantsInteraction methodsServices offeredDevices and objects where foundSocial and ethical impact and concernsDiscretionPrivacyData ownershipData securityVoice recognition and digital wiretappingCyber-bullying and harassmentAlgorithmic authority and "choice"Commercial oversight and brandingLanguage and locational biasAdvertisingVoice analytics and conversational auditsLeading platformsVoice assistant starter strategy for accountants
2/15/2019	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
New Ethics and Opportunities of Voice-Enabled Digital Assistants (Webinar) (WX11019)Overview of virtual assistantsInteraction methodsServices offeredDevices and objects where foundSocial and ethical impact and concernsDiscretionPrivacyData ownershipData securityVoice recognition and digital wiretappingCyber-bullying and harassmentAlgorithmic authority and "choice"Commercial oversight and brandingLanguage and locational biasAdvertisingVoice analytics and conversational auditsLeading platformsVoice assistant starter strategy for accountants
3/11/2019	9 - 11 a.m.	Online	2 CPE / 2 Ethics	Add
New Google Security and Privacy Tools for Accountants (Webinar) (WX11028)Why information stored on Google is more secure compared to on-premises computers Google Chrome BrowserChrome Web StoreFind My Device Google Password ManagerGoogle Privacy CheckupGoogle Security CheckupGoogle Activity ControlsRecent Security EventsRecently Used DevicesApps with Access to Your AccountAds Settings Google TakeoutGoogle Two-Step VerificationGoogle PromptsConnected AccountsGoogle Smart LockGoogle Advanced Protection ProgramInactive Account ManagerVulnerability Reward Program*Chromium Bug Tracker
3/7/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
New Google Translation Tools for Accountants (Webinar) (WX11034)How Google Translates Text and Other Media in Real-TimeGoogle TranslateGoogle Translate Mobile AppsGoogle Translator ToolkitGoogle Website TranslatorGoogle Docs Translate ToolGoogle Sheets Translate FormulaGmail TranslationGoogle Translate CommunityGoogle Translation APIHow to Use Google to Research the Internet in Languages You Don't Naturally Speak
2/8/2019	2 - 4 p.m.	Online	2 CPE	Add
How Technology is Impacting the Accounting Profession (Webinar) (WX11043)How accountants have embraced new technologies throughout history to improve productivityWhy many accountants today are not keeping pace and becoming less confident in their ability to leverage emerging technologiesKey trends, challenges and opportunities for accountants in cloud, mobile, social, wearable computers, Internet of Things, big data, artificial intelligence, online education, cybersecurity and other digital developmentsThe overarching implications and cumulative impact of new technologies on global business and the accounting industry*How to excel when the parade of emerging technologies and scientific breakthroughs is relentless and exploding on multiple fronts.
2/28/2019	12 - 2 p.m.	Online	2 CPE	Add
New Ethics: IRS Behavioral Insights for Accountants (Webinar) (WX11054)Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes
1/22/2019	9 - 11 a.m.	Online	2 CPE / 2 Ethics	Add
New Ethics: IRS Behavioral Insights for Accountants (Webinar) (WX11055)Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes
3/28/2019	8 - 10 a.m.	Online	2 CPE / 2 Ethics	Add
New Ethics: IRS Criminal Investigations: Key Lessons for Accountants (Webinar) (WX11067)Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacific*How accountants can add value to their operations by aiding law enforcement and fighting economic crime
1/28/2019	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
New Ethics: IRS Criminal Investigations: Key Lessons for Accountants (Webinar) (WX11068)Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacific*How accountants can add value to their operations by aiding law enforcement and fighting economic crime
2/20/2019	12 - 2 p.m.	Online	2 CPE / 2 Ethics	Add
New Ethics: IRS Criminal Investigations: Key Lessons for Accountants (Webinar) (WX11069)Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacific*How accountants can add value to their operations by aiding law enforcement and fighting economic crime
3/14/2019	12:30 - 2:30 p.m.	Online	2 CPE / 2 Ethics	Add
IRS Internet Resources for Accountants (Webinar) (WX11077)IRS.gov Overview:Hidden IRS GemsForms and PublicationsElectronic FilingPayment SystemsRefund TrackingOnline ToolsOnline Estimators and CalculatorsAssistance ServicesAffordable Care Act Tax ProvisionsForeign Account Tax Compliant ActIdentity Protection and Tax Fraud AlertsProfessional Development and AccreditationTax StatisticsSocial MediaIRS Jobs and CareersIRS Strategic Plan Third Party IRS Resources
1/21/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
IRS Internet Resources for Accountants (Webinar) (WX11078)IRS.gov Overview:Hidden IRS GemsForms and PublicationsElectronic FilingPayment SystemsRefund TrackingOnline ToolsOnline Estimators and CalculatorsAssistance ServicesAffordable Care Act Tax ProvisionsForeign Account Tax Compliant ActIdentity Protection and Tax Fraud AlertsProfessional Development and AccreditationTax StatisticsSocial MediaIRS Jobs and CareersIRS Strategic Plan Third Party IRS Resources
3/19/2019	1 - 3 p.m.	Online	2 CPE	Add
Internet of Things for Accountants (Webinar) (WX11086)What is the Internet of Things (IoT)? Leading IoT Case StudiesIoT Economic ImpactsHow IoT Will Impact AccountantsStructured vs. Unstructured Data: The New Accounting FrontierLeading IoT Challenges and RisksEmerging IoT Business Models for AccountantsHow to Monetize IoT*IoT Starter Strategy for CPAs
3/26/2019	3 - 5 p.m.	Online	2 CPE	Add
New Mixed Reality for Accountants (Webinar) (WX11093)Mixed reality snapshotMixed reality's multiple implications for the accounting professionMixed reality case studies Leading mixed reality players and productsKey mixed reality resources and communities online Mixed reality starter strategy for accountants
2/18/2019	9 - 11 a.m.	Online	2 CPE	Add
New Mixed Reality for Accountants (Webinar) (WX11094)Mixed reality snapshotMixed reality's multiple implications for the accounting professionMixed reality case studies Leading mixed reality players and productsKey mixed reality resources and communities online Mixed reality starter strategy for accountants
3/28/2019	2:30 - 4:30 p.m.	Online	2 CPE	Add
New Guide to Cyber Security Planning (Webinar) (WX10974)Privacy and data securityScams and fraudNetwork and website securityEmailMobile devicesEmployeesFacility and operational securityPayment cardsIncident response and reportingSecurity policy development
1/31/2019	12 - 2 p.m.	Online	2 CPE	Add
New Guide to Cyber Security Planning (Webinar) (WX10975)Privacy and data securityScams and fraudNetwork and website securityEmailMobile devicesEmployeesFacility and operational securityPayment cardsIncident response and reportingSecurity policy development
2/4/2019	3 - 5 p.m.	Online	2 CPE	Add
New Guide to Cyber Security Planning (Webinar) (WX10976)Privacy and data securityScams and fraudNetwork and website securityEmailMobile devicesEmployeesFacility and operational securityPayment cardsIncident response and reportingSecurity policy development
3/12/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Google Docs for Accountants (Webinar) (WX10983)Docs apps for web, mobile and offlineMicrosoft Word compatibilityCreate, edit, and formatInsert itemsToolsPage settings and printingPublishing documentsTroubleshooting problemsAdd-onsTemplates
2/27/2019	2 - 4 p.m.	Online	2 CPE	Add
Google Docs for Accountants (Webinar) (WX10984)Docs apps for web, mobile and offlineMicrosoft Word compatibilityCreate, edit, and formatInsert itemsToolsPage settings and printingPublishing documentsTroubleshooting problemsAdd-onsTemplates
4/3/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
New Google Forms for Accountants (Webinar) (WX10990)How to create a basic form or quizKey settings and optionsSending out a form or quizAnalyzing and grading responsesUsing the tool's baked-in artificial intelligence to generate automatic insightsHow to use the technology to transform and automate routine business processesLeading case studies and success stories using Google FormsGoogle Forms starter strategy for accountants
2/22/2019	1 - 3 p.m.	Online	2 CPE	Add
New Google Location Intelligence Tools for Accountants (Webinar) (WX10997)How Google Collects its Location DataGoogle My BusinessGoogle Maps Google StreetviewGoogle EarthGoogle MyMaps Google Tour BuilderGoogle Indoor MapsGoogle TrendsGoogle Market FinderGoogle AnalyticsGoogle Spreadsheet MapsGoogle TransitGoogle FlightsGoogle Hotel MetasearchGoogle TripsGoogle Local Guides Google Fusion Tables*Google Maps APIs
2/25/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Payments Fraud: Detect & Prevent Check, ACH and P-Card Schemes (Webinar) (WX11259)Who commits each major type of payment fraud -- focusing on check, ACH and P-Card schemesInside secrets from actual fraudstersVendor billing schemes that exploit payment process control weaknessesLatest electronic payment schemes (ACH hijacking, spear-phishing, social engineering and more)Check counterfeiting, forgery and tampering schemes to be aware ofHow to detect common external payments schemes versus internal attacks
1/31/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Payments Fraud: Detect & Prevent Check, ACH and P-Card Schemes (Webinar) (WX11260)Who commits each major type of payment fraud -- focusing on check, ACH and P-Card schemesInside secrets from actual fraudstersVendor billing schemes that exploit payment process control weaknessesLatest electronic payment schemes (ACH hijacking, spear-phishing, social engineering and more)Check counterfeiting, forgery and tampering schemes to be aware ofHow to detect common external payments schemes versus internal attacks
2/26/2019	1 - 3 p.m.	Online	2 CPE	Add
Payments Fraud: Detect & Prevent Check, ACH and P-Card Schemes (Webinar) (WX11261)Who commits each major type of payment fraud -- focusing on check, ACH and P-Card schemesInside secrets from actual fraudstersVendor billing schemes that exploit payment process control weaknessesLatest electronic payment schemes (ACH hijacking, spear-phishing, social engineering and more)Check counterfeiting, forgery and tampering schemes to be aware ofHow to detect common external payments schemes versus internal attacks
3/6/2019	3 - 5 p.m.	Online	2 CPE	Add
Payroll Fraud: Detection and Prevention (Webinar) (WX11271)6 things you will learn in Payroll FraudHow to spot "ghost" employeesTimecard falsification schemesFraudulent commissions (usually with kickbacks)How payroll managers manipulate pay ratesRed flags of payroll frauds*Best practices to detect and prevent payroll fraud
2/1/2019	9 - 11 a.m.	Online	2 CPE	Add
Payroll Fraud: Detection and Prevention (Webinar) (WX11272)6 things you will learn in Payroll FraudHow to spot "ghost" employeesTimecard falsification schemesFraudulent commissions (usually with kickbacks)How payroll managers manipulate pay ratesRed flags of payroll frauds*Best practices to detect and prevent payroll fraud
3/27/2019	12 - 2 p.m.	Online	2 CPE	Add
Procure-to-Pay Fraud: Detection and Prevention Best Practice (Webinar) (WX11283)Who commits fraud in each segment of the P2P Cycle and why they do itInside secrets from actual fraudstersVendor billing schemesVendor Master File fraudsShipment diversion/theft schemesShipping document falsificationLatest payments schemes (ACH hijacking, social engineering and moreCheck fraud and tamperingHow easy it can be for Procurement to collude with vendors in costly kickback schemesAbusing the competitive bidding process for personal gain*Conflicts of interest
2/6/2019	2 - 4 p.m.	Online	2 CPE	Add
Procure-to-Pay Fraud: Detection and Prevention Best Practice (Webinar) (WX11284)Who commits fraud in each segment of the P2P Cycle and why they do itInside secrets from actual fraudstersVendor billing schemesVendor Master File fraudsShipment diversion/theft schemesShipping document falsificationLatest payments schemes (ACH hijacking, social engineering and moreCheck fraud and tamperingHow easy it can be for Procurement to collude with vendors in costly kickback schemesAbusing the competitive bidding process for personal gain*Conflicts of interest
4/2/2019	1 - 3 p.m.	Online	2 CPE	Add
New Bouncing Back From Your Busy Season and the Rest of the Year (Webinar) (WX11368)Identify situations, projects, and people which cause stress.Anticipate your reaction to change, loss, and rejection.*Using simple and actionable tools, be able to work through challenges to revert back to your strong self.
1/24/2019	1 - 3 p.m.	Online	2 CPE	Add
New Bouncing Back From Your Busy Season and the Rest of the Year (Webinar) (WX11369)Identify situations, projects, and people which cause stress.Anticipate your reaction to change, loss, and rejection.*Using simple and actionable tools, be able to work through challenges to revert back to your strong self.
2/13/2019	1 - 3 p.m.	Online	2 CPE	Add
New Bouncing Back From Your Busy Season and the Rest of the Year (Webinar) (WX11370)Identify situations, projects, and people which cause stress.Anticipate your reaction to change, loss, and rejection.*Using simple and actionable tools, be able to work through challenges to revert back to your strong self.
3/18/2019	2 - 4 p.m.	Online	2 CPE	Add
New Don't Let Conflict Derail Your Relationships (Webinar) (WX11380)Identify conflict quicklyUnderstand your own conflict response styleIdentify what triggers you or other to get angry by learning how the brain worksLearn how to have a conversation that dissolves conflict*Tips for learning multiple strategies for managing conflict
1/22/2019	2 - 4 p.m.	Online	2 CPE	Add
New Don't Let Conflict Derail Your Relationships (Webinar) (WX11381)Identify conflict quicklyUnderstand your own conflict response styleIdentify what triggers you or other to get angry by learning how the brain worksLearn how to have a conversation that dissolves conflict*Tips for learning multiple strategies for managing conflict
2/21/2019	9 - 11 a.m.	Online	2 CPE	Add
New Don't Let Conflict Derail Your Relationships (Webinar) (WX11382)Identify conflict quicklyUnderstand your own conflict response styleIdentify what triggers you or other to get angry by learning how the brain worksLearn how to have a conversation that dissolves conflict*Tips for learning multiple strategies for managing conflict
3/26/2019	1 - 3 p.m.	Online	2 CPE	Add
New Don't Let Your Schedule Get Away From You (Webinar) (WX11392)Identify your own particular time wasters and adopt strategies for eliminating themReduce stressReduce time spent in meetingsClarify and prioritize objectives and goalsManage email, VM and IMDelegate more effectivelyAdopt appropriate strategies for dealing with interruptionsUse practical techniques for organizing workLearn to delegate and work more effectivelyLearn how to manage your energy during the day*Put an end to multi-tasking
1/24/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
New Don't Let Your Schedule Get Away From You (Webinar) (WX11393)Identify your own particular time wasters and adopt strategies for eliminating themReduce stressReduce time spent in meetingsClarify and prioritize objectives and goalsManage email, VM and IMDelegate more effectivelyAdopt appropriate strategies for dealing with interruptionsUse practical techniques for organizing workLearn to delegate and work more effectivelyLearn how to manage your energy during the day*Put an end to multi-tasking
2/13/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
New Don't Let Your Schedule Get Away From You (Webinar) (WX11394)Identify your own particular time wasters and adopt strategies for eliminating themReduce stressReduce time spent in meetingsClarify and prioritize objectives and goalsManage email, VM and IMDelegate more effectivelyAdopt appropriate strategies for dealing with interruptionsUse practical techniques for organizing workLearn to delegate and work more effectivelyLearn how to manage your energy during the day*Put an end to multi-tasking
3/18/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
New Leadership Skills for Peak Performance in 21st Century (Webinar) (WX11404)Give feedback to get desired resultsBuild self-confidenceCommunicate powerfully Develop othersEngage your employees by understanding their personal motivatorsLead through periods of change
1/30/2019	3 - 5 p.m.	Online	2 CPE	Add
New Leadership Skills for Peak Performance in 21st Century (Webinar) (WX11405)Give feedback to get desired resultsBuild self-confidenceCommunicate powerfully Develop othersEngage your employees by understanding their personal motivatorsLead through periods of change
2/21/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
New Leadership Skills for Peak Performance in 21st Century (Webinar) (WX11406)Give feedback to get desired resultsBuild self-confidenceCommunicate powerfully Develop othersEngage your employees by understanding their personal motivatorsLead through periods of change
3/26/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
New Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (WX11698)Risks Associated with Social MediaSections of the AICPA Code of Professional Conduct That Might Be Violated Using Social Media*Case Study Discussions
1/30/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE / 2 Ethics	Add
New Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (WX11699)Risks Associated with Social MediaSections of the AICPA Code of Professional Conduct That Might Be Violated Using Social Media*Case Study Discussions
2/27/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE / 2 Ethics	Add
New Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (WX11700)Risks Associated with Social MediaSections of the AICPA Code of Professional Conduct That Might Be Violated Using Social Media*Case Study Discussions
3/11/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE / 2 Ethics	Add
New An Ethical Framework: How It Works (Webinar) (WX11709)Structure of Professional EthicsThe Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board What Happens When an Ethics Complaint is ReceivedCase Studies
1/23/2019	2 - 4 p.m.	Online	2 CPE / 2 Ethics	Add
New An Ethical Framework: How It Works (Webinar) (WX11710)Structure of Professional EthicsThe Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board What Happens When an Ethics Complaint is ReceivedCase Studies
2/26/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE / 2 Ethics	Add
New An Ethical Framework: How It Works (Webinar) (WX11711)Structure of Professional EthicsThe Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board What Happens When an Ethics Complaint is ReceivedCase Studies
3/26/2019	4 - 6 p.m.	Online	2 CPE / 2 Ethics	Add
New Ethics in Fee Sharing (Webinar) (WX11722)Ethical considerations in receiving a referral fee including:NotificationIndependenceConflicts of InterestConfidentiality
1/22/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE / 2 Ethics	Add
New Ethics in Fee Sharing (Webinar) (WX11723)Ethical considerations in receiving a referral fee including:NotificationIndependenceConflicts of InterestConfidentiality
2/28/2019	1:30 - 3:30 p.m.	Online	2 CPE / 2 Ethics	Add
New Ethics in Fee Sharing (Webinar) (WX11724)Ethical considerations in receiving a referral fee including:NotificationIndependenceConflicts of InterestConfidentiality
3/18/2019	8 - 10 a.m.	Online	2 CPE / 2 Ethics	Add
New Ethics: What a CPA in Public Practice Needs to Know (Webinar) (WX11735)Ethics for Members in Public Practice: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Eleven Rules for Members in Public PracticeThe Conceptual Framework: Avoiding the Risk of Noncompliance*Case Discussions: Members in Public Practice
2/25/2019	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
New Ethics: What a CPA in Public Practice Needs to Know (Webinar) (WX11736)Ethics for Members in Public Practice: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Eleven Rules for Members in Public PracticeThe Conceptual Framework: Avoiding the Risk of Noncompliance*Case Discussions: Members in Public Practice
3/13/2019	12 - 2 p.m.	Online	2 CPE / 2 Ethics	Add
New Ethics and Unbilled Taxes: The Auditor's Untold Story (Webinar) (WX11747)Reviewing Financial Statements with ManagementRules Regarding Subordination of JudgementProperly Handling Correction of Errors and Prior Period AdjustmentsAssessing Risks of Material Misstatements*Other Materiality Issues
2/4/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE / 2 Ethics	Add
New Ethics and Unbilled Taxes: The Auditor's Untold Story (Webinar) (WX11748)Reviewing Financial Statements with ManagementRules Regarding Subordination of JudgementProperly Handling Correction of Errors and Prior Period AdjustmentsAssessing Risks of Material Misstatements*Other Materiality Issues
3/26/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE / 2 Ethics	Add
New Business Intelligence and Analytics: Make Sense of Your Data (Webinar) (WX11772)The Rise of Business Intelligence (BI), Business Analytics (BA), and Big DataWhy the interest in BI and BAThe analytics continuumHow BA can provide a competitive advantageThe difference between BI and BAThe difference between forecasting and predictive analyticsFundamentals of analytical techniques Examples for the CFO and accounting function*Benefits from applying analytics
2/12/2019	3 - 4:30 p.m.	Online	1.5 CPE	Add
New Business Intelligence and Analytics: Make Sense of Your Data (Webinar) (WX11773)The Rise of Business Intelligence (BI), Business Analytics (BA), and Big DataWhy the interest in BI and BAThe analytics continuumHow BA can provide a competitive advantageThe difference between BI and BAThe difference between forecasting and predictive analyticsFundamentals of analytical techniques Examples for the CFO and accounting function*Benefits from applying analytics
3/5/2019	3 - 4:30 p.m.	Online	1.5 CPE	Add
New Business Intelligence and Analytics: Make Sense of Your Data (Webinar) (WX11774)The Rise of Business Intelligence (BI), Business Analytics (BA), and Big DataWhy the interest in BI and BAThe analytics continuumHow BA can provide a competitive advantageThe difference between BI and BAThe difference between forecasting and predictive analyticsFundamentals of analytical techniques Examples for the CFO and accounting function*Benefits from applying analytics
4/16/2019	10 - 11:30 a.m.	Online	1.5 CPE	Add
New Corporate Performance Management for Strategy Execution (Webinar) (WX11784)The Compelling Need for Corporate Performance Management (CPM) Why companies failManaging in a volatile and uncertain environment Management accounting's "6 evolutionary erasCorporate Performance Management (CPM) OverviewThe confusion and ambiguity about CPMWhat is CPM?How public sector government and commercial organizations use CPMThe 8 forces causing high interest Strategy Formulation and Strategy ManagementLeadership's reluctance to communicate strategy to employeesProblems with measurementsThe role of a Mission and Vision statementThe Strategy Map -- its purpose and structureThe Balanced Scorecard (BSC) -- and its "balanced" dimensionsSelecting key performance indicators (KPIs)Distinguishing between strategic KPIs in a balanced scorecard and operational process measures (PIs) in a dashboardValidating the quality of KPIs with correlation analysis
2/11/2019	12:30 - 2 p.m.	Online	1.5 CPE	Add
New Corporate Performance Management for Strategy Execution (Webinar) (WX11785)The Compelling Need for Corporate Performance Management (CPM) Why companies failManaging in a volatile and uncertain environment Management accounting's "6 evolutionary erasCorporate Performance Management (CPM) OverviewThe confusion and ambiguity about CPMWhat is CPM?How public sector government and commercial organizations use CPMThe 8 forces causing high interest Strategy Formulation and Strategy ManagementLeadership's reluctance to communicate strategy to employeesProblems with measurementsThe role of a Mission and Vision statementThe Strategy Map -- its purpose and structureThe Balanced Scorecard (BSC) -- and its "balanced" dimensionsSelecting key performance indicators (KPIs)Distinguishing between strategic KPIs in a balanced scorecard and operational process measures (PIs) in a dashboardValidating the quality of KPIs with correlation analysis
3/1/2019	8:30 - 10 a.m.	Online	1.5 CPE	Add
New Corporate Performance Management for Strategy Execution (Webinar) (WX11786)The Compelling Need for Corporate Performance Management (CPM) Why companies failManaging in a volatile and uncertain environment Management accounting's "6 evolutionary erasCorporate Performance Management (CPM) OverviewThe confusion and ambiguity about CPMWhat is CPM?How public sector government and commercial organizations use CPMThe 8 forces causing high interest Strategy Formulation and Strategy ManagementLeadership's reluctance to communicate strategy to employeesProblems with measurementsThe role of a Mission and Vision statementThe Strategy Map -- its purpose and structureThe Balanced Scorecard (BSC) -- and its "balanced" dimensionsSelecting key performance indicators (KPIs)Distinguishing between strategic KPIs in a balanced scorecard and operational process measures (PIs) in a dashboardValidating the quality of KPIs with correlation analysis
4/3/2019	2 - 3:30 p.m.	Online	1.5 CPE	Add
New Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (WX11793)The shift to "predictive accounting" for Decision Making, Planning, and BudgetingProblems and deficiencies with the traditional annual budget processHow to develop a driver-based "operational budget" based on resource capacity planningClassify resource capacities and their expenses as sunk, fixed, step-fixed, and variableCreate closed loop capacity plansDemand forecasting for budgeting and rolling financial forecasts*Use probable scenario planning.
2/27/2019	3:30 - 5 p.m.	Online	1.5 CPE	Add
New Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (WX11794)The shift to "predictive accounting" for Decision Making, Planning, and BudgetingProblems and deficiencies with the traditional annual budget processHow to develop a driver-based "operational budget" based on resource capacity planningClassify resource capacities and their expenses as sunk, fixed, step-fixed, and variableCreate closed loop capacity plansDemand forecasting for budgeting and rolling financial forecasts*Use probable scenario planning.
3/7/2019	3:30 - 5 p.m.	Online	1.5 CPE	Add
New Effective Management Accounting (Webinar) (WX11806)Fact-based Data with Management Accounting (Activity Based Costing [ABC] ) Why do we need advanced management accounting techniques, such as ABC?How the ABC cost assignment network structure connects costs to products, channels, and customersLearn to use ABC to manage product, service-line, channel, and customer profitabilityUnderstand two views of costs: (1) process view versus (2) diverse Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques.Operational Costing to Optimize Process Costs How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reductionApplying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"The Shift in ROI's Source from Tangible to Intangible AssetsIncreasing the ROI from information -- with CPM as a Value-MultiplierAccelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / culturalHow to overcome behavioral resistance to change
1/21/2019	2 - 4:30 p.m.	Online	2.5 CPE	Add
New Effective Management Accounting (Webinar) (WX11807)Fact-based Data with Management Accounting (Activity Based Costing [ABC] ) Why do we need advanced management accounting techniques, such as ABC?How the ABC cost assignment network structure connects costs to products, channels, and customersLearn to use ABC to manage product, service-line, channel, and customer profitabilityUnderstand two views of costs: (1) process view versus (2) diverse Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques.Operational Costing to Optimize Process Costs How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reductionApplying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"The Shift in ROI's Source from Tangible to Intangible AssetsIncreasing the ROI from information -- with CPM as a Value-MultiplierAccelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / culturalHow to overcome behavioral resistance to change
3/28/2019	11:30 a.m. - 2 p.m.	Online	2.5 CPE	Add
New Measuring and Managing Customer Profitability: The Why & How (Webinar) (WX11818)Customer Profitability and Value Management The shift from a product-centric to a customer-centric focusWhy non-product "cost-to-serve" measures have increased in importanceCombine customer profitability with salesforce incentive systemsRapid prototyping for implementing successful customer-specific cost calculationsMeasuring future potential customer value with customer lifetime value (CLV) metricsActions that you can take to increase the profit of customer micro-segmentsLink customer value to maximizing shareholder wealth creation
2/28/2019	8:30 - 10 a.m.	Online	1.5 CPE	Add
New Measuring and Managing Customer Profitability: The Why & How (Webinar) (WX11819)Customer Profitability and Value Management The shift from a product-centric to a customer-centric focusWhy non-product "cost-to-serve" measures have increased in importanceCombine customer profitability with salesforce incentive systemsRapid prototyping for implementing successful customer-specific cost calculationsMeasuring future potential customer value with customer lifetime value (CLV) metricsActions that you can take to increase the profit of customer micro-segmentsLink customer value to maximizing shareholder wealth creation
3/14/2019	8:30 - 10 a.m.	Online	1.5 CPE	Add
New FASB's New Lease Accounting Standard (Webinar) (WX11834)What is a "lease"? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules *Effective dates
2/4/2019	9 - 11 a.m.	Online	2 CPE	Add
3 Market Analysis Priorities to Drive Profitability (Webinar) (WX10532)Take product analysis beyond net margin and volume pricingAnalyze business offerings for more effective bundling or promotional advantageDiscuss how internal efficiency factors influence profitabilityGain better insights into how to classify offerings as core, value-added or for potential eliminationIdentify key factors that could shift your market segment prioritiesJustify the decision to shift your priority to more profitable customersIdentify geographic pockets for competitive advantage and better strategic decisionsCases and Group DiscussionThis seminar includes six studies and analysis activities to guide this application into your business.
1/30/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
3 Market Analysis Priorities to Drive Profitability (Webinar) (WX10533)Take product analysis beyond net margin and volume pricingAnalyze business offerings for more effective bundling or promotional advantageDiscuss how internal efficiency factors influence profitabilityGain better insights into how to classify offerings as core, value-added or for potential eliminationIdentify key factors that could shift your market segment prioritiesJustify the decision to shift your priority to more profitable customersIdentify geographic pockets for competitive advantage and better strategic decisionsCases and Group DiscussionThis seminar includes six studies and analysis activities to guide this application into your business.
2/8/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
3 Market Analysis Priorities to Drive Profitability (Webinar) (WX10534)Take product analysis beyond net margin and volume pricingAnalyze business offerings for more effective bundling or promotional advantageDiscuss how internal efficiency factors influence profitabilityGain better insights into how to classify offerings as core, value-added or for potential eliminationIdentify key factors that could shift your market segment prioritiesJustify the decision to shift your priority to more profitable customersIdentify geographic pockets for competitive advantage and better strategic decisionsCases and Group DiscussionThis seminar includes six studies and analysis activities to guide this application into your business.
3/15/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
4 Critical Factors to Create Sustainable Growth (Webinar) (WX10545)Intelligence Quotient areas that management must embraceThe tangibility of a high Emotional Quotient on growth and profitabilityWhy high IQ+EQ are imperative to momentum-building decision makingHow a low Velocity Quotient bleeds profits, fuels disengagement, and stagnates growth*4 focuses of profitability allocation that stimulate vitality and sustainabilityThis webinar will help you identify shifts your organization should make to enhance your growth strategy. You will receive a model to analyze where your organization may be falling short, where you need to begin shifting, and where you need to focus for sustainable organic growth.
2/8/2019	8 - 10 a.m.	Online	2 CPE	Add
4 Critical Factors to Create Sustainable Growth (Webinar) (WX10546)Intelligence Quotient areas that management must embraceThe tangibility of a high Emotional Quotient on growth and profitabilityWhy high IQ+EQ are imperative to momentum-building decision makingHow a low Velocity Quotient bleeds profits, fuels disengagement, and stagnates growth*4 focuses of profitability allocation that stimulate vitality and sustainabilityThis webinar will help you identify shifts your organization should make to enhance your growth strategy. You will receive a model to analyze where your organization may be falling short, where you need to begin shifting, and where you need to focus for sustainable organic growth.
3/20/2019	8 - 10 a.m.	Online	2 CPE	Add
New Ethics: What a CPA in Business & Industry Needs to Know (Webinar) (WX11498)* Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business
1/29/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE / 2 Ethics	Add
New Ethics: What a CPA in Business & Industry Needs to Know (Webinar) (WX11499)* Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business
2/26/2019	9 - 11 a.m.	Online	2 CPE / 2 Ethics	Add
New Ethics: What a CPA in Business & Industry Needs to Know (Webinar) (WX11500)* Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business
3/12/2019	11 a.m. - 1 p.m.	Online	2 CPE / 2 Ethics	Add
New Foreign Corrupt Practices Act: Practical Compliance (Webinar) (WX11914)Learn the history of the FCPAUnderstand the fines, penalties and enforcement processBuilding a Risk Assessed Compliance FrameworkFCPA Corporate Enforcement Policy*Avoid FCPA enforcement actions
3/28/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
New Making Internal Audit an Asset for the CFO (Webinar) (WX11919)Overlooked benefits your Internal Audit function can provide Developing finance personnel Broadening finance staff assignments Creating guest auditor rotations to develop and share best practicesImproving operational auditingEnhancing compliance auditingCreating third party auditing process to ensure outsourced risk is managedDriving a culture of control
2/7/2019	1 - 3 p.m.	Online	2 CPE	Add
New Making Internal Audit an Asset for the CFO (Webinar) (WX11920)Overlooked benefits your Internal Audit function can provide Developing finance personnel Broadening finance staff assignments Creating guest auditor rotations to develop and share best practicesImproving operational auditingEnhancing compliance auditingCreating third party auditing process to ensure outsourced risk is managedDriving a culture of control
3/8/2019	2 - 4 p.m.	Online	2 CPE	Add
New Outsourcing Relationships: Enjoy Benefits, Avoid Pitfalls (Webinar) (WX11923)Outsourcing Risks Inadequate partner familiarity Lack of training Insufficient oversight Outsourcing Solutions Effective contracting Effective diligence Who owns the outsourced process
3/21/2019	3 - 5 p.m.	Online	2 CPE	Add
New Confessions of a Mompreneur: Leadership Lessons Learned (Webinar) (WX11958)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.
3/27/2019	3 - 4 p.m.	Online	1 CPE	Add
New Accounts Payable Fraud: Detection and Prevention Essentials (Webinar) (WX11966)Goldmann will explain the risks and show you cases of Accounts Payable fraud including:How much is A/P fraud in SMBWhy A/P fraud is a bigger risk the smaller the entityFinancial and non-financial warning signs of A/P fraudSimple low and zero cost controls for A/P fraudSimilarities and differences between internal and external A/P fraudA/P fraud risks for employee and management level
2/1/2019	1 - 3 p.m.	Online	2 CPE	Add
New Accounts Payable Fraud: Detection and Prevention Essentials (Webinar) (WX11967)Goldmann will explain the risks and show you cases of Accounts Payable fraud including:How much is A/P fraud in SMBWhy A/P fraud is a bigger risk the smaller the entityFinancial and non-financial warning signs of A/P fraudSimple low and zero cost controls for A/P fraudSimilarities and differences between internal and external A/P fraudA/P fraud risks for employee and management level
3/15/2019	2 - 4 p.m.	Online	2 CPE	Add
New Vendor Fraud: Protecting Against a Growing Threat (Webinar) (WX11971)Vendor Fraud = Lost ProfitsExternal and internal vendor and AP fraudsVendor frauds that can cost you more than theft of goods or cashSubcontractor fraudWho commits vendor fraudVendor invoicing fraudManipulating vendor checksWhat are the red flags of vendor fraudsStraw and fake suppliers: Case studies*Kickback schemes
2/8/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
New Analyze Your Business Operations Data With PowerBI (Webinar) (WX11976)Overview of the data analysis and dashboard presentation processReview of the Microsoft BI tools: PowerPivot, Power BI Desktop, Power BI ServicesCase study applications for analyzing your business operationsIT spend analysisSupplier quality analysisHuman resource operations*Procurement analysisDiscussion of real like challenges with performing data analytics
2/14/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
New Analyze Your Business Operations Data With PowerBI (Webinar) (WX11977)Overview of the data analysis and dashboard presentation processReview of the Microsoft BI tools: PowerPivot, Power BI Desktop, Power BI ServicesCase study applications for analyzing your business operationsIT spend analysisSupplier quality analysisHuman resource operations*Procurement analysisDiscussion of real like challenges with performing data analytics
3/20/2019	3 - 5 p.m.	Online	2 CPE	Add
New Analyze Your Business Operations Data With PowerBI (Webinar) (WX11978)Overview of the data analysis and dashboard presentation processReview of the Microsoft BI tools: PowerPivot, Power BI Desktop, Power BI ServicesCase study applications for analyzing your business operationsIT spend analysisSupplier quality analysisHuman resource operations*Procurement analysisDiscussion of real like challenges with performing data analytics
4/1/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
New Analyze Your Sales & Marketing Activities With Power BI (Webinar) (WX11982)Overview of the data analysis and dashboard presentation processReview of the Microsoft Power BI tools: PowerPivot, Power BI Desktop and Power BI ServicesCase study applications for analyzing you sales & marketing operationsCustomer profitability analysisSales and marketing performance analysisRetail sales analysisDiscussion of real life challenges with performing data analytics
1/18/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
New Analyze Your Sales & Marketing Activities With Power BI (Webinar) (WX11983)Overview of the data analysis and dashboard presentation processReview of the Microsoft Power BI tools: PowerPivot, Power BI Desktop and Power BI ServicesCase study applications for analyzing you sales & marketing operationsCustomer profitability analysisSales and marketing performance analysisRetail sales analysisDiscussion of real life challenges with performing data analytics
2/15/2019	2 - 4 p.m.	Online	2 CPE	Add
New Analyze Your Sales & Marketing Activities With Power BI (Webinar) (WX11985)Overview of the data analysis and dashboard presentation processReview of the Microsoft Power BI tools: PowerPivot, Power BI Desktop and Power BI ServicesCase study applications for analyzing you sales & marketing operationsCustomer profitability analysisSales and marketing performance analysisRetail sales analysisDiscussion of real life challenges with performing data analytics
3/22/2019	2:30 - 4:30 p.m.	Online	2 CPE	Add
13th Annual MNCPA Audits of Employee Benefit Plans Conference (XAEBC)
5/20/2019	8:30 a.m. - 4:30 p.m.	Plymouth, MN	8 CPE	Add
MNCPA School District Audits Conference (XASA)
6/3/2019	8:30 a.m. - 4:30 p.m.	Brooklyn Center, MN	8 CPE	Add
Form 990: Exploring the Form's Complex Schedules (Webinar) (WI678188)Key issues that affect how public charities are classified and related Schedule A reporting The various public policy realms inquired of in Schedule C Complexities and problems within Schedule F's instructions Identification of and reporting in Schedule R The various types of "Transactions with Interested Persons" required to be disclosed in Schedule L Critical issues to avoid in Schedules K and N *Items to watch when completing Schedule J's Parts I and II
1/30/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Financial Forecasting: Planning for Success (Webinar) (WI602157)N/A
2/13/2019	8 - 11 a.m.	Online	4 CPE	Add
Financial Forecasting: Planning for Success (Webinar) (WI602160)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
3/12/2019	12 - 3 p.m.	Online	4 CPE	Add
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (WSTCF410)Economic updateManaging for productivityMetrics and benchmarkingSocial media and the cloud*Negotiation skills for finance professionals
3/1/2019	8 - 11:30 a.m.	Online	4 CPE	Add
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (WSTCF411)Economic updateManaging for productivityMetrics and benchmarkingSocial media and the cloud*Negotiation skills for finance professionals
3/13/2019	12 - 3:30 p.m.	Online	4 CPE	Add
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (WSTCF412)Economic updateManaging for productivityMetrics and benchmarkingSocial media and the cloud*Negotiation skills for finance professionals
3/29/2019	8 - 11:30 a.m.	Online	4 CPE	Add
Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Webinar) (WSPLF401)Differences between planning and budgetingThe business modelStrategic plan, marketing plan, and technology planFinancial forecasting and financial risk analysisFive-year operating plan and the sales/income planIntermediate planning and capital equipment planningOne-year operating plan and monthly planningCash plan and risk plan
4/3/2019	12 - 3:30 p.m.	Online	4 CPE	Add
Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Webinar) (WSPLF410)Differences between planning and budgetingThe business modelStrategic plan, marketing plan, and technology planFinancial forecasting and financial risk analysisFive-year operating plan and the sales/income planIntermediate planning and capital equipment planningOne-year operating plan and monthly planningCash plan and risk plan
3/11/2019	12 - 3:30 p.m.	Online	4 CPE	Add
Surgent's CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting (Webinar) (WSPLF411)Differences between planning and budgetingThe business modelStrategic plan, marketing plan, and technology planFinancial forecasting and financial risk analysisFive-year operating plan and the sales/income planIntermediate planning and capital equipment planningOne-year operating plan and monthly planningCash plan and risk plan
3/27/2019	12 - 3:30 p.m.	Online	4 CPE	Add
Ethics: 10 CPAs Behaving Badly (Webinar) (WX11339)A discussion of actual cases resulting in actual CPAs losing their licenses to practice, including:CPA hires hit man.Partner sleeps then goes to prison.CPA school controller goes to prison.CPA sentenced for $8 million Ponzi scheme.
2/28/2019	8 a.m. - 12 p.m.	Online	4 CPE / 4 Ethics	Add
Ethics: 10 CPAs Behaving Badly (Webinar) (WX11340)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.
3/6/2019	8:30 a.m. - 12:30 p.m.	Online	4 CPE / 4 Ethics	Add
Commonly Missed Analytical Procedures (Webinar) (WX11351)These 10 analytical relationships were red flags that the accounting information couldn't be true: Libraries fake management reportsFalse productivityCOGS or Revenue: which one is wrong?Donor drills down to find why charitable programs workMetrics to measure revenueWhat analytical misfire do 8 Texas counties have in common?How many prescriptions can one doctor write?When the sum of the parts doesn't equal the wholeInventory vs. consumptionWhy didn't anyone notice that sales vs supply didn't make sense?
2/4/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Commonly Missed Analytical Procedures (Webinar) (WX11352)These 10 analytical relationships were red flags that the accounting information couldn't be true: Libraries fake management reportsFalse productivityCOGS or Revenue: which one is wrong?Donor drills down to find why charitable programs workMetrics to measure revenueWhat analytical misfire do 8 Texas counties have in common?How many prescriptions can one doctor write?When the sum of the parts doesn't equal the wholeInventory vs. consumptionWhy didn't anyone notice that sales vs supply didn't make sense?
3/4/2019	2 - 4 p.m.	Online	2 CPE	Add
Commonly Missed Analytical Procedures (Webinar) (WX11353)These 10 analytical relationships were red flags that the accounting information couldn't be true: Libraries fake management reportsFalse productivityCOGS or Revenue: which one is wrong?Donor drills down to find why charitable programs workMetrics to measure revenueWhat analytical misfire do 8 Texas counties have in common?How many prescriptions can one doctor write?When the sum of the parts doesn't equal the wholeInventory vs. consumptionWhy didn't anyone notice that sales vs supply didn't make sense?
4/3/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Red Collar Crime: When Clients, Staff and CPAs Turn Violent (Webinar) (WX11300)Tax preparer shot by clientSmall firm partner murdered by client over business structureSmall company CEO hires hit on his accountantPartner tries to kill clientsInsurance agent who killed auditorGraduate accounting professor commits suicide over studentsSpouse kills tax accountant spousePolitical accountant kills client's wifeCPA's client killed over failed businessCorporate accountant kills witness
1/18/2019	1:30 - 3:30 p.m.	Online	2 CPE / 2 Ethics	Add
Red Collar Crime: When Clients, Staff and CPAs Turn Violent (Webinar) (WX11301)Tax preparer shot by clientSmall firm partner murdered by client over business structureSmall company CEO hires hit on his accountantPartner tries to kill clientsInsurance agent who killed auditorGraduate accounting professor commits suicide over studentsSpouse kills tax accountant spousePolitical accountant kills client's wifeCPA's client killed over failed businessCorporate accountant kills witness
2/13/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE / 2 Ethics	Add
Red Collar Crime: When Clients, Staff and CPAs Turn Violent (Webinar) (WX11302)Tax preparer shot by clientSmall firm partner murdered by client over business structureSmall company CEO hires hit on his accountantPartner tries to kill clientsInsurance agent who killed auditorGraduate accounting professor commits suicide over studentsSpouse kills tax accountant spousePolitical accountant kills client's wifeCPA's client killed over failed businessCorporate accountant kills witness
3/27/2019	2 - 4 p.m.	Online	2 CPE / 2 Ethics	Add
Revenue Recognition: Risks NOT in the New Standard (Webinar) (WX11313)Pricing risksLegal risksFinding revenue of omissionRisk to revenue from advertisingRisk from the audit requirement to "understand the entity"How even a small amount of revenue is materialWhy customer payment doesn't mean that revenue was legally earnedHow non-financial metrics are a red flag to revenue manipulationHow to link usually separate analytical procedures to find revenue fraudHow to use contracts and bank loans to identify revenue risk
2/12/2019	2 - 4 p.m.	Online	2 CPE	Add
Revenue Recognition: Risks NOT in the New Standard (Webinar) (WX11314)Pricing risksLegal risksFinding revenue of omissionRisk to revenue from advertisingRisk from the audit requirement to "understand the entity"How even a small amount of revenue is materialWhy customer payment doesn't mean that revenue was legally earnedHow non-financial metrics are a red flag to revenue manipulationHow to link usually separate analytical procedures to find revenue fraudHow to use contracts and bank loans to identify revenue risk
3/11/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
New Boost Your Bottom Line: Reduce Internal Fraud, Theft & Abuse (Webinar) (WX11117)Fraud cases and topics we'll cover: VA manager steals more than $60,000 of benefitsHVAC controller steals $1.2 millionController buys over $200,000 on private company credit cardFinancial aid officer uses students to steal $300,000 from a top 10 university Third employee in a year caught stealing from government employerHow a trusted minister stole more than $300,000CPA firm specializing in union audits shuts down after partners go to prisonAccountant sentenced to 5 years for $3.1 million theftSorority and Fraternity director sentenced for theft in officeWhy we think it's OK to cheat and steal (sometimes)Sports marketing agent uses non-profit to commit fraud County employee trades cash for water tapsWhy it took 3 years to bust the trusted volunteer treasurer who nearly bankrupted sports clubHow a college cashier stole more than $500,000Red flags of internal fraud, theft and abuseSimple low cost controls that work in SMEs to minimize internal fraudWhich departments are the highest risk of internal fraudHow internal fraud can risk bank fraud
2/8/2019	12 - 2 p.m.	Online	2 CPE	Add
New Boost Your Bottom Line: Reduce Internal Fraud, Theft & Abuse (Webinar) (WX11118)Fraud cases and topics we'll cover: VA manager steals more than $60,000 of benefitsHVAC controller steals $1.2 millionController buys over $200,000 on private company credit cardFinancial aid officer uses students to steal $300,000 from a top 10 university Third employee in a year caught stealing from government employerHow a trusted minister stole more than $300,000CPA firm specializing in union audits shuts down after partners go to prisonAccountant sentenced to 5 years for $3.1 million theftSorority and Fraternity director sentenced for theft in officeWhy we think it's OK to cheat and steal (sometimes)Sports marketing agent uses non-profit to commit fraud County employee trades cash for water tapsWhy it took 3 years to bust the trusted volunteer treasurer who nearly bankrupted sports clubHow a college cashier stole more than $500,000Red flags of internal fraud, theft and abuseSimple low cost controls that work in SMEs to minimize internal fraudWhich departments are the highest risk of internal fraudHow internal fraud can risk bank fraud
3/22/2019	2 - 4 p.m.	Online	2 CPE	Add
New Ethics: Every Choice Has a Consequence (Webinar) (WX11129)Did Chuck's partners miss any red flags that he was stealingHow 99% of CPAs rationalize illegal behaviorIs your software installed ethicallyHow "If I only knew now then what I know now" applies to youThe risk of tax fraud from non-financial informationHow some socially acceptable behavior can be unethical for CPAsHow a county water department was inadvertently unethical VW shows how easy it is to circumvent control systemsHow 7 city hall employees didn't use their rational brainRationalizing is like wet cementGallagher paid the money back, so was it unethicalHow the boss's behavior infects some other employeesHow Chuck used trust to continue his unethical behaviorThe 3 'legs' of your ethics stoolHow client controls at Chuck's firm would have stopped himChuck was an ERISA specialist. How that affected his sentence.
2/6/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE / 2 Ethics	Add
New Ethics: Every Choice Has a Consequence (Webinar) (WX11130)Did Chuck's partners miss any red flags that he was stealingHow 99% of CPAs rationalize illegal behaviorIs your software installed ethicallyHow "If I only knew now then what I know now" applies to youThe risk of tax fraud from non-financial informationHow some socially acceptable behavior can be unethical for CPAsHow a county water department was inadvertently unethical VW shows how easy it is to circumvent control systemsHow 7 city hall employees didn't use their rational brainRationalizing is like wet cementGallagher paid the money back, so was it unethicalHow the boss's behavior infects some other employeesHow Chuck used trust to continue his unethical behaviorThe 3 'legs' of your ethics stoolHow client controls at Chuck's firm would have stopped himChuck was an ERISA specialist. How that affected his sentence.
3/19/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE / 2 Ethics	Add
Defective Compensation Systems: When Bonuses and Incentives Go Bad (Webinar) (WX11141)Government risk - Policing for profitIndustry risk - Trucking companiesCompany risk - Domino'sRegulatory risk - First Energy Davis-Bessie Power PlantHealthcare - Discharging patients to maximize profitsNonprofits - Rewards based on outputs vs. inputsSchools - Perverse incentives compel teachers to cheatBONUS - Maximize profits - How to transform goal incongruence into goal congruence
2/12/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
Defective Compensation Systems: When Bonuses and Incentives Go Bad (Webinar) (WX11142)Government risk - Policing for profitIndustry risk - Trucking companiesCompany risk - Domino'sRegulatory risk - First Energy Davis-Bessie Power PlantHealthcare - Discharging patients to maximize profitsNonprofits - Rewards based on outputs vs. inputsSchools - Perverse incentives compel teachers to cheatBONUS - Maximize profits - How to transform goal incongruence into goal congruence
3/1/2019	1 - 3 p.m.	Online	2 CPE	Add
Defective Compensation Systems: When Bonuses and Incentives Go Bad (Webinar) (WX11143)Government risk - Policing for profitIndustry risk - Trucking companiesCompany risk - Domino'sRegulatory risk - First Energy Davis-Bessie Power PlantHealthcare - Discharging patients to maximize profitsNonprofits - Rewards based on outputs vs. inputsSchools - Perverse incentives compel teachers to cheatBONUS - Maximize profits - How to transform goal incongruence into goal congruence
4/1/2019	1 - 3 p.m.	Online	2 CPE	Add
Government Fraud Investigator: War Stories from the Trenches (Webinar) (WX11148)The city finance director's check swap schemeThe city clerk's fraudulent disbursement schemeThe utility district manager's credit card schemeThe utility district manager's petty cash and collections schemes*The city clerk's payroll scheme
2/18/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
New Ethics: CPAs' Recent Illegal and Discreditable Acts (Webinar) (WX11158)Get the inside details on these ethics cases:CPA volunteer non-profit treasurer steals $60,000CPA indicted in murder-for-hire plotCPA arrested for falsifying insurance applicationsCPA sentenced for tax fraudSmall town CPA's investment kickback schemeCPA threatened over shark 'attack'Partners uncover Office PIC and CFE stealing CFO..'From Day One, I knew I'd just crossed a line.'CPA launders drug and gambling moneyCPA guilty of attempted murder...of ex-bossCPA steals from pro ball team and a client fighting cancer Sole practitioner CPA fund administrator convicted of $40 million Ponzi scheme*Regulator steals confidential info to help CPA firm
2/11/2019	12 - 4 p.m.	Online	4 CPE / 4 Ethics	Add
New Ethics: CPAs' Recent Illegal and Discreditable Acts (Webinar) (WX11159)Get the inside details on these ethics cases:CPA volunteer non-profit treasurer steals $60,000CPA indicted in murder-for-hire plotCPA arrested for falsifying insurance applicationsCPA sentenced for tax fraudSmall town CPA's investment kickback schemeCPA threatened over shark 'attack'Partners uncover Office PIC and CFE stealing CFO..'From Day One, I knew I'd just crossed a line.'CPA launders drug and gambling moneyCPA guilty of attempted murder...of ex-bossCPA steals from pro ball team and a client fighting cancer Sole practitioner CPA fund administrator convicted of $40 million Ponzi scheme*Regulator steals confidential info to help CPA firm
3/15/2019	9 a.m. - 1 p.m.	Online	4 CPE / 4 Ethics	Add
Ethics: CFOs and Controllers Who Lost Their CPA License (Webinar) (WX11170)Controller embezzles $200,000+ from non-profitCFO Sentenced to 5 YearsCFO Pays Assassin with Company MoneyController who covered up fraud goes to prisonController who took out unauthorized and undisclosed company loansBONUS: CFOs and controllers explain why they cook the books
2/8/2019	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: CFOs and Controllers Who Lost Their CPA License (Webinar) (WX11171)Controller embezzles $200,000+ from non-profitCFO Sentenced to 5 YearsCFO Pays Assassin with Company MoneyController who covered up fraud goes to prisonController who took out unauthorized and undisclosed company loansBONUS: CFOs and controllers explain why they cook the books
3/5/2019	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: CFOs and Controllers Who Lost Their CPA License (Webinar) (WX11172)Controller embezzles $200,000+ from non-profitCFO Sentenced to 5 YearsCFO Pays Assassin with Company MoneyController who covered up fraud goes to prisonController who took out unauthorized and undisclosed company loansBONUS: CFOs and controllers explain why they cook the books
4/1/2019	9 - 11 a.m.	Online	2 CPE / 2 Ethics	Add
Ethics: When CPAs Make the Headlines (Webinar) (WX11182)A deep discussion of actual fraud and unethical cases involving CPAs A managing partner who lost everything he worked for in one hour How false sign-off of work can cost you your license How the compensation and control system brought down a CPA firm Common immaterial amounts that are material ethics violations How CPAs can be independent in fact, but not to a jury How "willful blindness" can cost you your CPA license Examples of CFOs and CEOs fired for unethical behavior that didn't involve money
2/14/2019	12 - 4 p.m.	Online	4 CPE / 4 Ethics	Add
Ethics: When CPAs Make the Headlines (Webinar) (WX11183)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
3/7/2019	12 - 4 p.m.	Online	4 CPE / 4 Ethics	Add
Catch Her If You Can: Detect and Prevent Pink Collar Crime (Webinar) (WX11194)Pink collar crime-methods, suspects, victims and investigationsHow to spot the female fraudster in your companySimple controls to prevent pink collar crimeStrategies for catching pink collar criminals*Considerations for interviewing the female suspect
2/14/2019	8:30 - 10:30 a.m.	Online	2 CPE	Add
Catch Her If You Can: Detect and Prevent Pink Collar Crime (Webinar) (WX11195)Pink collar crime-methods, suspects, victims and investigationsHow to spot the female fraudster in your companySimple controls to prevent pink collar crimeStrategies for catching pink collar criminals*Considerations for interviewing the female suspect
3/8/2019	1 - 3 p.m.	Online	2 CPE	Add
New Rita Crundwell: Largest Municipal Theft in U.S. History (Webinar) (WX11206)A fraud so outrageous, it's a movieWere the auditors independent?How Crundwell evaded detection for 20 yearsImpact on CPAs' license How did the auditors assess risk? What audit procedures were performed, or not Fake documents Crundwell created Did the auditors detect the fraud?Actual court filings for the malpractice lawsuitWhat were the malpractice allegations?How much the fraud cost the auditorsWhat happened to Crundwell's family
2/7/2019	12 - 4 p.m.	Online	4 CPE	Add
New Rita Crundwell: Largest Municipal Theft in U.S. History (Webinar) (WX11207)A fraud so outrageous, it's a movieWere the auditors independent?How Crundwell evaded detection for 20 yearsImpact on CPAs' license How did the auditors assess risk? What audit procedures were performed, or not Fake documents Crundwell created Did the auditors detect the fraud?Actual court filings for the malpractice lawsuitWhat were the malpractice allegations?How much the fraud cost the auditorsWhat happened to Crundwell's family
3/1/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Ethics Interview: Heinz Ickert CFE Exposes CPA's Misconduct (Webinar) (WX11219)A CPA who acted as an escrow agent and diverted $40 million. A CPA and church CFO convicted of diverting embezzlement and tax evasion An unregistered CPA auditing hospitality establishments who failed to comply with CPE requirementsThe CPA who wasn't.. *CPAs, from sole practitioners to Big-4 partners, who thought they were independent
2/5/2019	12 - 2 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics Interview: Heinz Ickert CFE Exposes CPA's Misconduct (Webinar) (WX11220)A CPA who acted as an escrow agent and diverted $40 million. A CPA and church CFO convicted of diverting embezzlement and tax evasion An unregistered CPA auditing hospitality establishments who failed to comply with CPE requirementsThe CPA who wasn't.. *CPAs, from sole practitioners to Big-4 partners, who thought they were independent
3/8/2019	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics Interview: Heinz Ickert CFE Exposes CPA's Misconduct (Webinar) (WX11221)A CPA who acted as an escrow agent and diverted $40 million. A CPA and church CFO convicted of diverting embezzlement and tax evasion An unregistered CPA auditing hospitality establishments who failed to comply with CPE requirementsThe CPA who wasn't.. *CPAs, from sole practitioners to Big-4 partners, who thought they were independent
4/3/2019	8:30 - 10:30 a.m.	Online	2 CPE / 2 Ethics	Add
Ethics: Ex-Felon Controller Shares His Journey to CPA (Webinar) (WX11236)The ex-con, now CPA who wishes to remain anonymous will explain...Why he accepted assurances that everything was okayHow he rationalized his actions and felt he wasn't doing anything illegalWhy he cooked the booksWhy he plead guilty to a $100 million fraudWhat it's like to be sentenced to a year and a day What prison is like for a CPA*Why and how he started his own CPA firm
2/18/2019	3 - 5 p.m.	Online	2 CPE / 2 Ethics	Add
Ethics: Ex-Felon Controller Shares His Journey to CPA (Webinar) (WX11237)The ex-con, now CPA who wishes to remain anonymous will explain...Why he accepted assurances that everything was okayHow he rationalized his actions and felt he wasn't doing anything illegalWhy he cooked the booksWhy he plead guilty to a $100 million fraudWhat it's like to be sentenced to a year and a day What prison is like for a CPA*Why and how he started his own CPA firm
3/29/2019	1 - 3 p.m.	Online	2 CPE / 2 Ethics	Add
Nonprofit Update: A&A Risks for Controllers and Auditors (Webinar) (WX11247)Convention and Visitor Bureau CFO pleads guiltyRanking services revise standards risking non-profits' ability to raise donationsDetailed analysis of malpractice claims of non-profit engagements11 questions to assess non-profit riskHow a fake charity stole millionsFirm quality control requirementsRisks of profit incentives in non-profit work3 ways to be indispensable at a non-profitNew survey details risks of being a non-profit board memberBroker stole $50 million from non-profits and schools
2/4/2019	2 - 4 p.m.	Online	2 CPE	Add
Nonprofit Update: A&A Risks for Controllers and Auditors (Webinar) (WX11248)Convention and Visitor Bureau CFO pleads guiltyRanking services revise standards risking non-profits' ability to raise donationsDetailed analysis of malpractice claims of non-profit engagements11 questions to assess non-profit riskHow a fake charity stole millionsFirm quality control requirementsRisks of profit incentives in non-profit work3 ways to be indispensable at a non-profitNew survey details risks of being a non-profit board memberBroker stole $50 million from non-profits and schools
3/5/2019	1:30 - 3:30 p.m.	Online	2 CPE	Add
Nonprofit Update: A&A Risks for Controllers and Auditors (Webinar) (WX11249)Convention and Visitor Bureau CFO pleads guiltyRanking services revise standards risking non-profits' ability to raise donationsDetailed analysis of malpractice claims of non-profit engagements11 questions to assess non-profit riskHow a fake charity stole millionsFirm quality control requirementsRisks of profit incentives in non-profit work3 ways to be indispensable at a non-profitNew survey details risks of being a non-profit board memberBroker stole $50 million from non-profits and schools
4/2/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Surgent's Repair Regulations Update (Webinar) (WSREPR04)Materials and supplies What is a Unit of Property? Rotable, temporary, and standby emergency spare parts Dispositions of property and their tax consequences Demolition of a structure Mandatory and elective partial dispositions De Minimis Safe HarborSafe Harbor for small taxpayers Routine maintenance safe harborImprovement Tests: Betterments, Restorations, and Adaptations to a new and different use*Relationship of the repair regulations to the new depreciation rule?
1/24/2019	12 - 2 p.m.	Online	2 CPE	Add
New Surgent's Update on Section 199A: What We Now Know in Light of NEW IRS Guidance (Webinar) (WSS19U26)Operational rules for calculating the Section 199A deduction Definitions that apply for purposes of the Section 199A deduction Computation rules and examples for individuals whose taxable income does not exceed the threshold amount Computation rules and examples for individuals whose taxable income exceeds the threshold amount Calculating the deduction for taxpayers with taxable income within the phase-in-range What is a specified service trade or business? Special rules for pass-through entities, SE tax, and net investment income tax Treatment of non-calendar year taxpayers Guidance on methods for calculating W-2 wages for purposes of Section 199A Requirements for aggregation of separate trades or businesses *Anti-abuse rules targeting use of trusts
1/23/2019	12 - 3:30 p.m.	Online	4 CPE	Add
New Surgent's Update on Section 199A: What We Now Know in Light of NEW IRS Guidance (Webinar) (WSS19U27)Operational rules for calculating the Section 199A deduction Definitions that apply for purposes of the Section 199A deduction Computation rules and examples for individuals whose taxable income does not exceed the threshold amount Computation rules and examples for individuals whose taxable income exceeds the threshold amount Calculating the deduction for taxpayers with taxable income within the phase-in-range What is a specified service trade or business? Special rules for pass-through entities, SE tax, and net investment income tax Treatment of non-calendar year taxpayers Guidance on methods for calculating W-2 wages for purposes of Section 199A Requirements for aggregation of separate trades or businesses *Anti-abuse rules targeting use of trusts
1/29/2019	12 - 3:30 p.m.	Online	4 CPE	Add
Surgent's Update on Section 199A: What We Now Know in Light of NEW IRS Guidance (Webinar) (WSS19U28)Operational rules for calculating the Section 199A deduction Definitions that apply for purposes of the Section 199A deduction Computation rules and examples for individuals whose taxable income does not exceed the threshold amount Computation rules and examples for individuals whose taxable income exceeds the threshold amount Calculating the deduction for taxpayers with taxable income within the phase-in-range What is a specified service trade or business? Special rules for pass-through entities, SE tax, and net investment income tax Treatment of non-calendar year taxpayers Guidance on methods for calculating W-2 wages for purposes of Section 199A Requirements for aggregation of separate trades or businesses *Anti-abuse rules targeting use of trusts
2/14/2019	12 - 3:30 p.m.	Online	4 CPE	Add
Surgent's Update on Section 199A: What We Now Know in Light of NEW IRS Guidance (Webinar) (WSS19U29)Operational rules for calculating the Section 199A deduction Definitions that apply for purposes of the Section 199A deduction Computation rules and examples for individuals whose taxable income does not exceed the threshold amount Computation rules and examples for individuals whose taxable income exceeds the threshold amount Calculating the deduction for taxpayers with taxable income within the phase-in-range What is a specified service trade or business? Special rules for pass-through entities, SE tax, and net investment income tax Treatment of non-calendar year taxpayers Guidance on methods for calculating W-2 wages for purposes of Section 199A Requirements for aggregation of separate trades or businesses *Anti-abuse rules targeting use of trusts
2/11/2019	12 - 3:30 p.m.	Online	4 CPE	Add
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (WSS75410)How and why a partnership makes a 754 electionThe effect of the 754 election when an interest in a partnership is sold or inheritedHow the 754 election applies when a partnership makes a distribution of property to one or more of its partnersAllocating the 754 basis adjustment*Automatic built-in loss provisions -- including an important change brought about by the Tax Cuts and Jobs Act of 2017
1/29/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (WSHFEM04)Employment at will -- what this means in a practical senseImplied 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
3/29/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Like-Kind Exchanges under Section 1031 (Webinar) (WSLKEX04)Who qualifies for the Section 1031 exchange?What property qualifies for a like-kind exchange?Time limits to complete a Section 1031 deferred like-kind exchangeRestrictions for deferred and reverse exchangesHow to compute the basis in the new propertyForm 8824 -- reporting Section 1031 like-kind exchanges to the IRS
2/6/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets (Webinar) (WSCSSB04)How to determine S corporation shareholder stock and loan basis The positive and negative basis adjustments S corporation shareholders make--and the order in which they are made The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses Shareholder loan basis rules
1/25/2019	12 - 2 p.m.	Online	2 CPE	Add
New Surgent's Expert Answers to Toughest TCJA Questions (Webinar) (WSEATQ01)Loss Limitation Rules -- Are carried forward losses retested in later years under Sec. 461(l)? The $25M Exception to the Sec. 163(j) Business Interest Rules has its own exception Sec. 199A -- Am I trapped with the Specified Service Trades or Businesses designation? Could you tell me about the little known and underutilized Sec. 83(i) Deferral Election for Stock Options? While you’re at it, how about the new Sec. 45S credit for Family and Medical Leave? What do I need to be concerned about with Qualified Opportunity Zones? Kiddie Tax -- Just how much Apple stock, etc. can Junior own? Sec. 529 Planning -- I already paid the tuition, but my kid keeps dropping classes. Options? Estate Tax Exemption -- This attorney is nuts. I don’t know anybody worth $23M. Why would I need a will? Has the Qualified Improvement Property bonus depreciation debacle been fixed? *What is the bottom line on deducting food and beverages provided with entertainment?
1/23/2019	12 - 2 p.m.	Online	2 CPE	Add
New Surgent's Expert Answers to Toughest TCJA Questions (Webinar) (WSEATQ02)Loss Limitation Rules -- Are carried forward losses retested in later years under Sec. 461(l)? The $25M Exception to the Sec. 163(j) Business Interest Rules has its own exception Sec. 199A -- Am I trapped with the Specified Service Trades or Businesses designation? Could you tell me about the little known and underutilized Sec. 83(i) Deferral Election for Stock Options? While you’re at it, how about the new Sec. 45S credit for Family and Medical Leave? What do I need to be concerned about with Qualified Opportunity Zones? Kiddie Tax -- Just how much Apple stock, etc. can Junior own? Sec. 529 Planning -- I already paid the tuition, but my kid keeps dropping classes. Options? Estate Tax Exemption -- This attorney is nuts. I don’t know anybody worth $23M. Why would I need a will? Has the Qualified Improvement Property bonus depreciation debacle been fixed? *What is the bottom line on deducting food and beverages provided with entertainment?
1/29/2019	9 - 11 a.m.	Online	2 CPE	Add
New Surgent's Expert Answers to Toughest TCJA Questions (Webinar) (WSEATQ03)Loss Limitation Rules -- Are carried forward losses retested in later years under Sec. 461(l)? The $25M Exception to the Sec. 163(j) Business Interest Rules has its own exception Sec. 199A -- Am I trapped with the Specified Service Trades or Businesses designation? Could you tell me about the little known and underutilized Sec. 83(i) Deferral Election for Stock Options? While you’re at it, how about the new Sec. 45S credit for Family and Medical Leave? What do I need to be concerned about with Qualified Opportunity Zones? Kiddie Tax -- Just how much Apple stock, etc. can Junior own? Sec. 529 Planning -- I already paid the tuition, but my kid keeps dropping classes. Options? Estate Tax Exemption -- This attorney is nuts. I don’t know anybody worth $23M. Why would I need a will? Has the Qualified Improvement Property bonus depreciation debacle been fixed? *What is the bottom line on deducting food and beverages provided with entertainment?
2/1/2019	12 - 2 p.m.	Online	2 CPE	Add
New Surgent's Expert Answers to Toughest TCJA Questions (Webinar) (WSEATQ04)Loss Limitation Rules -- Are carried forward losses retested in later years under Sec. 461(l)? The $25M Exception to the Sec. 163(j) Business Interest Rules has its own exception Sec. 199A -- Am I trapped with the Specified Service Trades or Businesses designation? Could you tell me about the little known and underutilized Sec. 83(i) Deferral Election for Stock Options? While you’re at it, how about the new Sec. 45S credit for Family and Medical Leave? What do I need to be concerned about with Qualified Opportunity Zones? Kiddie Tax -- Just how much Apple stock, etc. can Junior own? Sec. 529 Planning -- I already paid the tuition, but my kid keeps dropping classes. Options? Estate Tax Exemption -- This attorney is nuts. I don’t know anybody worth $23M. Why would I need a will? Has the Qualified Improvement Property bonus depreciation debacle been fixed? *What is the bottom line on deducting food and beverages provided with entertainment?
2/6/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (WSEMIC03)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 Th? IRS's Voluntary Classification Settlement Program -- advantages and disadvantages
3/28/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (WSITFC04)Major 2018 tax form changes as they relate to individual taxpayers Key new tax developments as they relate to 2018 and how they impact the 2018 tax form?
1/22/2019	12 - 2 p.m.	Online	2 CPE	Add
New Surgent's Tax Reform Overview (Webinar) (WSTARU14)Depreciation changes taking effect in 2018 Changes relating to the standard deduction, itemized deductions subject to the 2% AGI floor, and credits Extender provisions enacted in 2018 and retroactively applying to 2017 Tax rate changes for C corporations and individuals New loss limitation rules applicable to individuals and pass-through entity owners Survival of individual AMT, with increased exemptions; corporate AMT repeal IRA recharacterization limits Monumental changes to the treatment of alimony for both payor and payee Section 1031 like-kind exchanges 30% business interest limitation New rules on business entertainment expenses, including meals Doubling of estate and gift tax exemption to $22.36M for a married couple Reformed child tax credit Revised home mortgage interest deduction Treatment of state and local taxes New business credit for wages paid due to family and medical leave *Much more relating to the important 2017 legislation
1/30/2019	12 - 3:30 p.m.	Online	4 CPE	Add
New Surgent's Tax Reform Overview (Webinar) (WSTARU15)Depreciation changes taking effect in 2018 Changes relating to the standard deduction, itemized deductions subject to the 2% AGI floor, and credits Extender provisions enacted in 2018 and retroactively applying to 2017 Tax rate changes for C corporations and individuals New loss limitation rules applicable to individuals and pass-through entity owners Survival of individual AMT, with increased exemptions; corporate AMT repeal IRA recharacterization limits Monumental changes to the treatment of alimony for both payor and payee Section 1031 like-kind exchanges 30% business interest limitation New rules on business entertainment expenses, including meals Doubling of estate and gift tax exemption to $22.36M for a married couple Reformed child tax credit Revised home mortgage interest deduction Treatment of state and local taxes New business credit for wages paid due to family and medical leave *Much more relating to the important 2017 legislation
2/5/2019	12 - 3:30 p.m.	Online	4 CPE	Add
New Surgent's Tax Reform Overview (Webinar) (WSTARU16)Depreciation changes taking effect in 2018 Changes relating to the standard deduction, itemized deductions subject to the 2% AGI floor, and credits Extender provisions enacted in 2018 and retroactively applying to 2017 Tax rate changes for C corporations and individuals New loss limitation rules applicable to individuals and pass-through entity owners Survival of individual AMT, with increased exemptions; corporate AMT repeal IRA recharacterization limits Monumental changes to the treatment of alimony for both payor and payee Section 1031 like-kind exchanges 30% business interest limitation New rules on business entertainment expenses, including meals Doubling of estate and gift tax exemption to $22.36M for a married couple Reformed child tax credit Revised home mortgage interest deduction Treatment of state and local taxes New business credit for wages paid due to family and medical leave *Much more relating to the important 2017 legislation
2/12/2019	12 - 3:30 p.m.	Online	4 CPE	Add
Surgent's Monthly Tax Update with Mike Tucker and Jeff Jacobs (Webinar) (WSTUJM19)What's new with regard to tax law changes -- new legislative developments analyzed as soon as they occurPlanning implications with respect to new tax developments -- how to take advantage of new tax planning opportunities and strategiesIRS rulings, regulations and notices of importance to general tax practitioners, what they are, how they work, and how they can be used to the benefit of clientsCase law developments -- what general tax practitioners need to know about new court rulings
1/24/2019	12 - 2 p.m.	Online	2 CPE	Add
Five Common Sense Steps to Secure Your PC (Webinar) (WC2CSS03)*Determine PC Security Best Practices
2/22/2019	4 - 5 p.m.	Online	1 CPE	Add
QuickBooks Online: Changing the Paradigm of Small Business Accounting (Webinar) (WC2QB405)* Explore situations where QuickBooks Online is a viable option.* Cover advanced features in QuickBooks Online to manage small businesses more effectively.* Learn about customized reports with QuickBooks Online.* Discover integrated options available in QuickBooks Online.
2/21/2019	8 - 11:30 a.m.	Online	4 CPE	Add
QuickBooks Online: Changing the Paradigm of Small Business Accounting (Webinar) (WC2QB406)* Explore situations where QuickBooks Online is a viable option.* Cover advanced features in QuickBooks Online to manage small businesses more effectively.* Learn about customized reports with QuickBooks Online.* Discover integrated options available in QuickBooks Online.
2/21/2019	11 a.m. - 2:30 p.m.	Online	4 CPE	Add
Remote Access Best Practices (Webinar) (WC2RAB03)* Remote access options.
2/26/2019	4 - 5:40 p.m.	Online	2 CPE	Add
Revolutionizing Small-Business Accounting (Webinar) (WC2RSB03)* Review current accounting solutions.
2/26/2019	4 - 5 p.m.	Online	1 CPE	Add
New The Cannabis Industry: Business & Intellectual Appraisal (Webinar) (WX11898)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.
2/21/2019	12:30 - 2:30 p.m.	Online	2 CPE	Add
New The Cannabis Industry: Business & Intellectual Appraisal (Webinar) (WX11899)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.
3/25/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
New The Cannabis Industry: Lessons Learned from Colorado (Webinar) (WX11905)Cannabis industry accounting nuances and challenges, income taxation strategies, choice of entity considerations and differences in license types. In depth discussion of how cannabis enterprises and related intellectual property are valued.
2/15/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
New The Cannabis Industry: Lessons Learned from Colorado (Webinar) (WX11906)Cannabis industry accounting nuances and challenges, income taxation strategies, choice of entity considerations and differences in license types. In depth discussion of how cannabis enterprises and related intellectual property are valued.
3/1/2019	2 - 4 p.m.	Online	2 CPE	Add
New Reasonable Compensation for Management, Tax and Appraisal (Webinar) (WX11909)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.
2/13/2019	3 - 5 p.m.	Online	2 CPE	Add
New Reasonable Compensation for Management, Tax and Appraisal (Webinar) (WX11910)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.
3/1/2019	10:30 a.m. - 12:30 p.m.	Online	2 CPE	Add
Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (WSKFFE01)The impact of current economic trends on employment and human relations policiesThe impact of the current credit markets on banking relationship and financial needs of the organization and the organizations ability to raise capitalUncertainty in the regulatory environment on planning and business expansionThe safety and soundness of the financial plans for your organization in an uncertain economic climateDebt and equity mix Competing in a global market place and steps to take to become more competitive globally.Evaluation of the impact of federal, state and municipal deficits and unfunded mandates as it relates to tax planningSocial Security funding as it relates to providing retirement plans for your employeesSafety and soundness of your credit and collections processes and selection of customers in an uncertain environmentInfluencing growth through acquisition of distressed organizations*The economic way ahead for the CFO/Controller in 2014 and beyond
4/4/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Looking Ahead: Predicting Future Financial Issues and Their Impact on Accountants in Industry (Webinar) (WSFFFE10)The future of medical care in the United States and impact on your employees and your costsFuture of Social Security and impact on retirement planning and employee retentionImpact 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 compensationFuture of interest ratesImpact of greater reliance on technologyAICPA top 10 trends and technologiesNational infrastructureImpact of continuing uncertainty in markets
3/15/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Industry Accountant Toolkit (Webinar) (WSIATK12)Key tools used by businesses and financial professionals across the globe to measure performanceDetailed, real-world examples of businesses utilizing these tools
3/21/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
CFO/Controller Series: Acquiring Distressed Assets (Webinar) (WI865839)N/A
2/22/2019	2 - 3 p.m.	Online	1 CPE	Add
CFO/Controller Series: Human Resource Effectiveness (Webinar) (WI865848)N/A
1/24/2019	10 - 11 a.m.	Online	1 CPE	Add
CFO/Controller Series: Leadership & the Tone at the Top (Webinar) (WI865903)N/A
3/21/2019	3 - 4 p.m.	Online	1 CPE	Add
CFO/Controller Series: Good Customer Criteria & the Credit Process (Webinar) (WI866914)N/A
2/19/2019	3 - 4 p.m.	Online	1 CPE	Add
New Partnership and S Corporation Basis and Distribution Issues (PSBD)Formation of a new S Corporation and contribution of assets in Sec. 351 tax-free transactions Issuance of partnership interests in exchange for property in a tax-free manner under Sec. 721 Treatment of issuance of a partnership interest for services Allocation of debt to partners in a partnership, including deemed distribution provisions Special partnership basis rules, including required allocations for contributed assets Sec. 704(c) and elective adjustments when a Sec. 754 election is in place Treatment of partnership and S Corporation distributions At-risk rules and their limits on losses
1/17/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Pass-Through Entities: Advanced Tax Issues (PTEA)Contributions of property in exchange for ownership interest Liabilities and their effect on owners' basis Back-to-back loan regulations Open account debt regulations Mergers, split-ups and liquidations Complexities of the accumulated adjustments account (AAA) Owners' distributive share -- special allocations Built-in gain -- how to calculate and plan for it Excess passive investment income -- what it is and isn't Optional adjustments to the basis of entity property -- Sec. 754 election Distributions and payments to a retiring owner Impact of the net investment income tax on partnerships and S Corporations *Current developments -- new laws, cases and rulings
1/18/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (WSFM4103)Passive activity rules for trusts including the NIITThe different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)The critical categorization of income (taxable income vs. fiduciary accounting income)Distributable net income (DNI) and how it worksThe "Tier" RulesThe Separate Share RuleIRC 663(b) "65-Day" RuleIRC Sec. 691(c) DeductionQSST and EBST electionsHow to treat excess deductions on terminationGrantor trust rules and how they impact planning and return preparation The income tax side of Domestic Asset Protection Trusts
2/5/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (WSFM4104)Passive activity rules for trusts including the NIITThe different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)The critical categorization of income (taxable income vs. fiduciary accounting income)Distributable net income (DNI) and how it worksThe "Tier" RulesThe Separate Share RuleIRC 663(b) "65-Day" RuleIRC Sec. 691(c) DeductionQSST and EBST electionsHow to treat excess deductions on terminationGrantor trust rules and how they impact planning and return preparation The income tax side of Domestic Asset Protection Trusts
2/13/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (WSF70603)Changes to the IRS Form 706 How to successfully navigate the formThe ins and outs of the "portability" rules, including how the rules actually work using common examplesIncome tax consequencesHow to avoid malpractice traps Overlooked GST issues
1/25/2019	9 - 11 a.m.	Online	2 CPE	Add
Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (WSF70604)Changes to the IRS Form 706 How to successfully navigate the formThe ins and outs of the "portability" rules, including how the rules actually work using common examplesIncome tax consequencesHow to avoid malpractice traps Overlooked GST issues
1/30/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (WSF70605)Changes to the IRS Form 706 How to successfully navigate the formThe ins and outs of the "portability" rules, including how the rules actually work using common examplesIncome tax consequencesHow to avoid malpractice traps Overlooked GST issues
2/8/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (WSF70906)Taxpayers who do not file gift tax returns but shouldThe annual exclusion rules for gifts to trusts including required Crummey noticesWhat should be disclosed on the return for purposes of running the statute of limitationsThe reporting of installment sales and split-interestValuations and valuation discounts for gifts of closely held businessesThe utilization of Generation Skipping Transfer Tax and the related automatic allocation rulesReporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)A line-by-line explanation of Form 709
1/23/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (WSF70907)Taxpayers who do not file gift tax returns but shouldThe annual exclusion rules for gifts to trusts including required Crummey noticesWhat should be disclosed on the return for purposes of running the statute of limitationsThe reporting of installment sales and split-interestValuations and valuation discounts for gifts of closely held businessesThe utilization of Generation Skipping Transfer Tax and the related automatic allocation rulesReporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)A line-by-line explanation of Form 709
1/31/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (WSF70908)Taxpayers who do not file gift tax returns but shouldThe annual exclusion rules for gifts to trusts including required Crummey noticesWhat should be disclosed on the return for purposes of running the statute of limitationsThe reporting of installment sales and split-interestValuations and valuation discounts for gifts of closely held businessesThe utilization of Generation Skipping Transfer Tax and the related automatic allocation rulesReporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)A line-by-line explanation of Form 709
2/4/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's What CPAs Should Know About Trust Instruments (Webinar) (WSTRIT03)Legal definitions & principals involving estates & trustsBasic principles regarding property ownershipTypes of trusts commonly usedTrust accounting fundamentalsCertain clauses that are important to understandFormula valuation clausesRequirements for a trust to be a qualified designated beneficiary of an IRAUsing IRD to fund charitable bequests
1/18/2019	12 - 2 p.m.	Online	2 CPE	Add
Surgent's What CPAs Should Know About Trust Instruments (Webinar) (WSTRIT04)Legal definitions & principals involving estates & trustsBasic principles regarding property ownershipTypes of trusts commonly usedTrust accounting fundamentalsCertain clauses that are important to understandFormula valuation clausesRequirements for a trust to be a qualified designated beneficiary of an IRAUsing IRD to fund charitable bequests
1/28/2019	9 - 11 a.m.	Online	2 CPE	Add
Tax Reform: Overview of Section 199A (Webinar) (WI819575)N/A
1/22/2019	12 - 2 p.m.	Online	2 CPE	Add
Tax Reform: A Case Study Approach to Section 199A (Webinar) (WI821284)N/A
1/23/2019	12 - 2 p.m.	Online	2 CPE	Add
The Top Ten Business Myths (Webinar) (WCTPBM02)* Growth for the sake of the growth is the ideology of the cancer cell.* Effectiveness trumps efficiency.* Ideas have more value than their mere execution.* What determines value and how much customers are willing to pay?* Is business a zero-sum game?
1/22/2019	8:30 a.m. - 4 p.m.	Online	8 CPE	Add
The Top Ten Business Myths (Webinar) (WCTPBM03)* Growth for the sake of the growth is the ideology of the cancer cell.* Effectiveness trumps efficiency.* Ideas have more value than their mere execution.* What determines value and how much customers are willing to pay?* Is business a zero-sum game?
1/22/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior (Webinar) (WCSHEB02)* How parents decide to divide their wealth.* Is population growth a blessing or a curse?* Does the government deficit and the trade deficit hurt or help the economy?* Why do laundries charge less for men's shirts than for women's?* Do companies really plan obsolescence?* Why are shopping carts getting bigger?* Why is movie theater popcorn so expensive?* Should there be a free market in human organs?
1/24/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Success Leaves Clues: Replacing the Annual Performance Appraisal Ritual (Webinar) (WCSLEA01)Examples of effective replacements to the annual performance appraisal:Peter Drucker's Manager's Letter After Action Reviews* Key Predictive Indicators
1/31/2019	12 - 2 p.m.	Online	2 CPE	Add
Success Leaves Clues: The End of Accounting? (Webinar) (WCSLEE02)* Why accounting is suffering from a deteriorating paradigm.* Accounting is not a theory and therefore cannot deal with value in the future.* The Strategic Resources & Consequences Report as a supplement to traditional financial statements.* If The End of Accounting applies to public companies, does it apply to private companies?
3/21/2019	12 - 2 p.m.	Online	2 CPE	Add
Success Leaves Clues: Leadership (Webinar) (WCSLEL01)* The differences between management and leadership* Identifying and maximizing leadership potential* Overcoming leadership failures* Integrating leadership vision into CPA firm realities* Balancing formal and informal leadership attributes* Firm leadership transition issues* Generational leadership issues* Empowering new firm leaders
2/7/2019	12 - 2 p.m.	Online	2 CPE	Add
Pricing on Purpose: The Eight Steps to Implementing Value Pricing (Webinar) (WCPPVP04)* First and second law of pricing and how they influence your pricing decisions.* How the anchoring and framing effects influence pricing.* What and how people buy.* Handling price objections.* Proper project management.* Facilitating a pricing after action review.* Importance of price psychology and emotions.* Why your firm should offer a value guarantee.* How hourly billing is a suboptimal pricing strategy.
2/21/2019	10:30 a.m. - 6 p.m.	Online	8 CPE	Add
New Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact (Webinar) (WCCOAC02)* Modeling cash flow and capacity* Adaptive Capacity Model* Segall's Law
1/29/2019	10:30 a.m. - 2 p.m.	Online	4 CPE	Add
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (WSTFBC07)Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporationGain a comprehensive understanding of income tax laws for S corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issuesRecognize and properly handle special pass-through items of income and expenseAccurately prepare S corporation returns and reconcile book income to taxable incomeAccurately prepare partnership returns and reconcile book income to taxable incomeProperly handle the tax treatment of distributions to shareholders, partners, or membersUnderstand the special restrictions and sanctions for tax year end selectionReview the basics of partnership and LLC formation and basis calculationSelf-employment tax or NOT, for each entityFilling in K-1s correctly for S corporations, partnerships, and LLCsHow the Affordable Care Act affects tax returnsThe most frequently used forms and schedules, including some form "oddities"
1/28/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (WSTFBC08)Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporationGain a comprehensive understanding of income tax laws for S corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issuesRecognize and properly handle special pass-through items of income and expenseAccurately prepare S corporation returns and reconcile book income to taxable incomeAccurately prepare partnership returns and reconcile book income to taxable incomeProperly handle the tax treatment of distributions to shareholders, partners, or membersUnderstand the special restrictions and sanctions for tax year end selectionReview the basics of partnership and LLC formation and basis calculationSelf-employment tax or NOT, for each entityFilling in K-1s correctly for S corporations, partnerships, and LLCsHow the Affordable Care Act affects tax returnsThe most frequently used forms and schedules, including some form "oddities"
1/30/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (WSTFBC09)Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporationGain a comprehensive understanding of income tax laws for S corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issuesRecognize and properly handle special pass-through items of income and expenseAccurately prepare S corporation returns and reconcile book income to taxable incomeAccurately prepare partnership returns and reconcile book income to taxable incomeProperly handle the tax treatment of distributions to shareholders, partners, or membersUnderstand the special restrictions and sanctions for tax year end selectionReview the basics of partnership and LLC formation and basis calculationSelf-employment tax or NOT, for each entityFilling in K-1s correctly for S corporations, partnerships, and LLCsHow the Affordable Care Act affects tax returnsThe most frequently used forms and schedules, including some form "oddities"
2/14/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Efficient and Effective Form 1040 Review: The Next Step for Valuable Staff (Webinar) (WSERTW08)Review an error-prone "staff-prepared" Form 1040 from client-provided information What are common errors preparers make and what are the areas generating malpractice claims The importance of engagement letters, questionnaires, and Sec. 7216 permission statement Initial administrative groundwork Identifying organizing issues in the tax return to be reviewed Avoiding "willful blindness" Efficient review of certain advanced issues for income, adjustments, deductions, and credits Effective procedures for delinquent clients, filing past-due tax returns First-time client issues requiring extra scrutiny Multiple checklists of efficient procedures to identify potential issues on a 1040 return *Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients
2/1/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Getting Ready for Busy Season: A Guide to New Forms, Filing Issues and Other Critical Developments (Webinar) (WSNFFI06)Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Sec. 199A qualified business income, its calculation, limitations, and examplesA tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on significant recent tax legislationHot, hidden, or miscellaneous developments affecting the upcoming tax seasonThe latest guidance on child credits, education credits, education incentives, and net capital gain and qualified dividend income rate reductionsExamination of troublesome areas and stumbling blocks in preparing Form 1040Malodorous Form 8867: Changes again this year!Review of new laws and changes in old forms to provide a familiarity for the upcoming tax seasonKey new tax and practice developments and how they impact the current-year tax forms for individuals
1/23/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Getting Ready for Busy Season: A Guide to New Forms, Filing Issues and Other Critical Developments (Webinar) (WSNFFI07)Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Sec. 199A qualified business income, its calculation, limitations, and examplesA tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on significant recent tax legislationHot, hidden, or miscellaneous developments affecting the upcoming tax seasonThe latest guidance on child credits, education credits, education incentives, and net capital gain and qualified dividend income rate reductionsExamination of troublesome areas and stumbling blocks in preparing Form 1040Malodorous Form 8867: Changes again this year!Review of new laws and changes in old forms to provide a familiarity for the upcoming tax seasonKey new tax and practice developments and how they impact the current-year tax forms for individuals
2/5/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Getting Ready for Busy Season: A Guide to New Forms, Filing Issues and Other Critical Developments (Webinar) (WSNFFI08)Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Sec. 199A qualified business income, its calculation, limitations, and examplesA tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on significant recent tax legislationHot, hidden, or miscellaneous developments affecting the upcoming tax seasonThe latest guidance on child credits, education credits, education incentives, and net capital gain and qualified dividend income rate reductionsExamination of troublesome areas and stumbling blocks in preparing Form 1040Malodorous Form 8867: Changes again this year!Review of new laws and changes in old forms to provide a familiarity for the upcoming tax seasonKey new tax and practice developments and how they impact the current-year tax forms for individuals
2/8/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Getting Ready for Busy Season: A Guide to New Forms, Filing Issues and Other Critical Developments (Webinar) (WSNFFI09)Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Sec. 199A qualified business income, its calculation, limitations, and examplesA tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on significant recent tax legislationHot, hidden, or miscellaneous developments affecting the upcoming tax seasonThe latest guidance on child credits, education credits, education incentives, and net capital gain and qualified dividend income rate reductionsExamination of troublesome areas and stumbling blocks in preparing Form 1040Malodorous Form 8867: Changes again this year!Review of new laws and changes in old forms to provide a familiarity for the upcoming tax seasonKey new tax and practice developments and how they impact the current-year tax forms for individuals
2/21/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Preparing C Corporation Tax Returns for New Staff and Para-Professionals (Webinar) (WSPCTR04)Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed returnThe importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returnsNew tax-planning strategies for depreciation deductions, including changes to Sec. 179 and depreciation as a result of new tax legislationMethods of accountin?-- Application and choicesIn-depth analysis of Form 4797 dealing with depreciation recaptureDeductible expense?-- including rules on meals and entertainmentComputation of tax liability, including alternative minimum taxOverview 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 concernImplications of the Affordable Care Act in tax returns*And much more
1/18/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Preparing Individual Tax Returns for New Staff and Para-Professionals (Webinar) (WSPITR05)Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" formsTaking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Sec. 199A qualified business income, its calculation, limitations, and examplesMalodorous Form 886?-- Changes again this year!Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. Security transactions -?From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issuesSelf-employed person issuesSchedule C deductions including depreciationSale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gainsA working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms Itemized deductions -- A thorough understanding of what's deductible and what's not Interest deductions -- Limitations and timing problems Retirement contributions and education credits and deductions Tax computation -- The Kiddie Tax, AMT, regular tax, tax credits Individual problems illustrating form preparation for various items, with numerous "practice tips?*Impact of recent legislation and forms changes on the 104?
1/22/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Preparing Individual Tax Returns for New Staff and Para-Professionals (Webinar) (WSPITR06)Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" formsTaking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Sec. 199A qualified business income, its calculation, limitations, and examplesMalodorous Form 886?-- Changes again this year!Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. Security transactions -?From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issuesSelf-employed person issuesSchedule C deductions including depreciationSale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gainsA working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms Itemized deductions -- A thorough understanding of what's deductible and what's not Interest deductions -- Limitations and timing problems Retirement contributions and education credits and deductions Tax computation -- The Kiddie Tax, AMT, regular tax, tax credits Individual problems illustrating form preparation for various items, with numerous "practice tips?*Impact of recent legislation and forms changes on the 104?
1/31/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Surgent's Preparing Individual Tax Returns for New Staff and Para-Professionals (Webinar) (WSPITR07)Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" formsTaking initiative in difficult assignments; can you deliver the QBI message? Full coverage of Sec. 199A qualified business income, its calculation, limitations, and examplesMalodorous Form 886?-- Changes again this year!Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. Security transactions -?From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issuesSelf-employed person issuesSchedule C deductions including depreciationSale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gainsA working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms Itemized deductions -- A thorough understanding of what's deductible and what's not Interest deductions -- Limitations and timing problems Retirement contributions and education credits and deductions Tax computation -- The Kiddie Tax, AMT, regular tax, tax credits Individual problems illustrating form preparation for various items, with numerous "practice tips?*Impact of recent legislation and forms changes on the 104?
2/7/2019	8 a.m. - 4 p.m.	Online	8 CPE	Add
Audit Methodologies and Documentation (Webinar) (WX11416)Yellow Book standards for evidence and documentationEvaluating the strength of audit methodologiesCreating complete and compliance audit documentationResulting audit findings
1/31/2019	2 - 4 p.m.	Online	2 CPE	Add
Audit Methodologies and Documentation (Webinar) (WX11417)Yellow Book standards for evidence and documentationEvaluating the strength of audit methodologiesCreating complete and compliance audit documentationResulting audit findings
2/19/2019	8 - 10 a.m.	Online	2 CPE	Add
Audit Methodologies and Documentation (Webinar) (WX11418)Yellow Book standards for evidence and documentationEvaluating the strength of audit methodologiesCreating complete and compliance audit documentationResulting audit findings
3/21/2019	1 - 3 p.m.	Online	2 CPE	Add
5 Elements of a Finding (Webinar) (WX11426)*This course is centered on the five elements of a finding as required by the GAO's Yellow Book and the IIA.
1/31/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
5 Elements of a Finding (Webinar) (WX11427)*This course is centered on the five elements of a finding as required by the GAO's Yellow Book and the IIA.
3/14/2019	9 - 11 a.m.	Online	2 CPE	Add
The GAO's Green Book: Internal Controls (Webinar) (WX11435)Purpose of the Green BookOverview of contentsMaturity scale for internal controlsApplication of the five elements of internal control to a case study
3/22/2019	12 - 2 p.m.	Online	2 CPE	Add
What You Need to Know to Audit Government Programs (Webinar) (WX11445)Uniform Grant GuidanceSignificant GAO standards - the yellow book and the green bookSingle audit requirementsGrant terms and resources*Five elements of a finding
3/13/2019	2 - 4 p.m.	Online	2 CPE	Add
Performance Auditing Essentials (Webinar) (WX11452)Why conduct a performance auditHow a performance audit differs from other auditsStandards applicable to performance auditsThe audit trifectaSteps of conducting a performance auditContents of a performance audit report including conclusions and findings*Common flaws and hang-ups in performance auditing and how to resolve them
2/26/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Presentation Skills for Accountants and Auditors (Webinar) (WX11460)How to connect with your audience What do to when the unexpected happens* How to use your natural resources to enhance your message* How to narrow your message for maximum impact* What to avoid in a PowerPoint presentation
2/19/2019	12 - 2 p.m.	Online	2 CPE	Add
Single Audit Primer and Update (Webinar) (WX11468)*Essential differences between OMB Circular A-133 and the new Uniform Grant Guidance as well as the differences between a financial audit and a Single Audit.
2/26/2019	2 - 4 p.m.	Online	2 CPE	Add
Single Audit Primer and Update (Webinar) (WX11469)*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.
3/14/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
Yellow Book Standards for CPAs in Public Practice (Webinar) (WX11476)Requirements of the Yellow Book applicable to financial audits and the single auditUnique requirements of the GAO's Yellow Book that go beyond AICPA standards
2/5/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Yellow Book Standards for CPAs in Public Practice (Webinar) (WX11477)Requirements of the Yellow Book applicable to financial audits and the single auditUnique requirements of the GAO's Yellow Book that go beyond AICPA standards
3/13/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
Yellow Book Standards for Performance Auditors (Webinar) (WX11484)Requirements of Yellow Book which are applicable to performance auditsUnique requirements of the GAO's Yellow Book
2/5/2019	2:30 - 4:30 p.m.	Online	2 CPE	Add
Yellow Book Standards for Performance Auditors (Webinar) (WX11485)Requirements of Yellow Book which are applicable to performance auditsUnique requirements of the GAO's Yellow Book
3/21/2019	10 a.m. - 12 p.m.	Online	2 CPE	Add
New Corporate Ethics Cases in Diversity and Inclusion (Webinar) (WX11947)Everyone can experience discrimination or harassmentWhat the AICPA Code of Professional Conduct says about harassment and discriminationOther sources of ethical guidanceRecent EEOC Cases*Learning about each other
1/29/2019	3 - 4 p.m.	Online	1 CPE / 1 Ethics	Add
New Corporate Ethics Cases in Diversity and Inclusion (Webinar) (WX11948)Everyone can experience discrimination or harassmentWhat the AICPA Code of Professional Conduct says about harassment and discriminationOther sources of ethical guidanceRecent EEOC Cases*Learning about each other
2/18/2019	12:30 - 1:30 p.m.	Online	1 CPE / 1 Ethics	Add
New Corporate Ethics Cases in Diversity and Inclusion (Webinar) (WX11949)Everyone can experience discrimination or harassmentWhat the AICPA Code of Professional Conduct says about harassment and discriminationOther sources of ethical guidanceRecent EEOC Cases*Learning about each other
3/18/2019	3 - 4 p.m.	Online	1 CPE / 1 Ethics	Add
Effective Networking: Energize Your Career (Webinar) (WX10614)Setting objectivesChoosing who you want to meetConnecting in person or through social mediaWhy asking is better than tellingCreating quality relationshipsHow to follow through
1/23/2019	8 - 10 a.m.	Online	2 CPE	Add
Effective Networking: Energize Your Career (Webinar) (WX10615)Setting objectivesChoosing who you want to meetConnecting in person or through social mediaWhy asking is better than tellingCreating quality relationshipsHow to follow through
2/27/2019	8 - 10 a.m.	Online	2 CPE	Add
Effective Networking: Energize Your Career (Webinar) (WX10616)Setting objectivesChoosing who you want to meetConnecting in person or through social mediaWhy asking is better than tellingCreating quality relationshipsHow to follow through
3/27/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
New Advanced Budgeting: Balance Sheet and Cash Flow Projections (Webinar) (WX10624)Create a Projected Balance Sheet:Accounts ReceivableInventoryCapital BudgetDepreciationAccounts PayableAccrued LiabilitiesWorking Capital LoansDebtProject interest expense more accuratelySolving for CashProjecting Covenant CalculationsCreate a Projected Statement of Cash FlowChoose your formatHow to make your Statement of Cash Flow maintenance freeDebugging a statement of Cash Flow
1/18/2019	8:30 - 9:30 a.m.	Online	1 CPE	Add
New Advanced Budgeting: Balance Sheet and Cash Flow Projections (Webinar) (WX10625)Create a Projected Balance Sheet:Accounts ReceivableInventoryCapital BudgetDepreciationAccounts PayableAccrued LiabilitiesWorking Capital LoansDebtProject interest expense more accuratelySolving for CashProjecting Covenant CalculationsCreate a Projected Statement of Cash FlowChoose your formatHow to make your Statement of Cash Flow maintenance freeDebugging a statement of Cash Flow
2/22/2019	8 - 9 a.m.	Online	1 CPE	Add
New Advanced Budgeting: Balance Sheet and Cash Flow Projections (Webinar) (WX10626)Create a Projected Balance Sheet:Accounts ReceivableInventoryCapital BudgetDepreciationAccounts PayableAccrued LiabilitiesWorking Capital LoansDebtProject interest expense more accuratelySolving for CashProjecting Covenant CalculationsCreate a Projected Statement of Cash FlowChoose your formatHow to make your Statement of Cash Flow maintenance freeDebugging a statement of Cash Flow
3/13/2019	8 - 9 a.m.	Online	1 CPE	Add
New Advanced Cost Accounting: Assigning Overhead (Webinar) (WX10635)Occupancy costsDepreciationUtilitiesSupervisionMaintenanceQuality ControlMaterial HandlingProcess EngineeringDesign EngineeringProcurementHuman ResourcesInformation SystemsSelling CostsAccountingCost of MoneyExcess Capacity
2/15/2019	8 - 10 a.m.	Online	2 CPE	Add
New Advanced Cost Accounting: Assigning Overhead (Webinar) (WX10636)Occupancy costsDepreciationUtilitiesSupervisionMaintenanceQuality ControlMaterial HandlingProcess EngineeringDesign EngineeringProcurementHuman ResourcesInformation SystemsSelling CostsAccountingCost of MoneyExcess Capacity
3/8/2019	8 - 10 a.m.	Online	2 CPE	Add
New Managing People: Conquering the Soft Side of Your Job (Webinar) (WX10645)Why culture is everythingLead by exampleInspire your peopleCreate a collaborative environmentDevelop your team's skillsInterviewing tips*Providing effective feedback
2/20/2019	8 - 10 a.m.	Online	2 CPE	Add
New Managing People: Conquering the Soft Side of Your Job (Webinar) (WX10646)Why culture is everythingLead by exampleInspire your peopleCreate a collaborative environmentDevelop your team's skillsInterviewing tips*Providing effective feedback
3/8/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Negotiating with Your Banker: Getting the Best Deal (Webinar) (WX10668)How to be your bank's best customerUnderstand your debt capacityKnow what terms are negotiableWhy you should communicate with multiple banksEvaluate the strength of your negotiating positionNegotiate covenants
1/25/2019	8 - 10 a.m.	Online	2 CPE	Add
Negotiating with Your Banker: Getting the Best Deal (Webinar) (WX10669)How to be your bank's best customerUnderstand your debt capacityKnow what terms are negotiableWhy you should communicate with multiple banksEvaluate the strength of your negotiating positionNegotiate covenants
3/6/2019	8 - 10 a.m.	Online	2 CPE	Add
Negotiating with Your Banker: Getting the Best Deal (Webinar) (WX10670)How to be your bank's best customerUnderstand your debt capacityKnow what terms are negotiableWhy you should communicate with multiple banksEvaluate the strength of your negotiating positionNegotiate covenants
3/29/2019	8 - 10 a.m.	Online	2 CPE	Add
Open Book Management: Making it Work in the Real World (Webinar) (WX10680)Understanding open book conceptsDeciding what to share or not shareChoosing open book metrics Providing team member trainingUse open book management to improve performanceLinking compensation to performance
1/30/2019	8 - 10 a.m.	Online	2 CPE	Add
Open Book Management: Making it Work in the Real World (Webinar) (WX10681)Understanding open book conceptsDeciding what to share or not shareChoosing open book metrics Providing team member trainingUse open book management to improve performanceLinking compensation to performance
3/6/2019	11 a.m. - 1 p.m.	Online	2 CPE	Add
Open Book Management: Making it Work in the Real World (Webinar) (WX10682)Understanding open book conceptsDeciding what to share or not shareChoosing open book metrics Providing team member trainingUse open book management to improve performanceLinking compensation to performance
3/29/2019	11:30 a.m. - 1:30 p.m.	Online	2 CPE	Add
New CFO Series: Managing People (CFOS1-19)Managing people -- how to conquer the soft side of your job, develop others and enhance your career growth beyond technical skills Corporate ethics -- cases in workplace diversity, inclusion and discrimination Open book management -- what works, what doesn't work and how real-world organizations have transformed their cultures by sharing financial information with the entire company Workplace ethics and civility -- how they reinforce one another, why they're so important and how to foster considerate conduct in the workplace
4/22/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE / 4 Ethics	Add
New CFO Series: Driving and Managing Progress (CFOS4-16)How good companies become great -- secrets, research and implications stemming from Jim Collins' business books "Good to Great" and "Great by Choice" Risk analysis and management -- what every financial manager must know, enterprise risk management (ERM) and what the standards say every organization must do Profit improvement -- 10 tips to improve your company's bottom line Change management -- how to deal with individual resistance to change and the cultural inertia that prevents your organization from reaching its goals
4/23/2019	8:30 a.m. - 4:30 p.m.	Bloomington, MN	8 CPE	Add
Cases in Corporate Ethics: Discuss Real Life Conflicts (Webinar) (WA867752)How do you handle an owner who pays for personal expenses with company funds? 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?
1/29/2019	7 - 11 a.m.	Online	4 CPE / 4 Ethics	Add
Cases in Corporate Ethics: Discuss Real Life Conflicts (Webinar) (WA867807)How do you handle an owner who pays for personal expenses with company funds? 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?
2/1/2019	10 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Cases in Corporate Ethics: Discuss Real Life Conflicts (Webinar) (WA867862)How do you handle an owner who pays for personal expenses with company funds? 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?
2/12/2019	10 a.m. - 2 p.m.	Online	4 CPE / 4 Ethics	Add
Cases in Corporate Ethics: Discuss Real Life Conflicts (Webinar) (WA867917)How do you handle an owner who pays for personal expenses with company funds? 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?
2/26/2019	9 a.m. - 1 p.m.	Online	4 CPE / 4 Ethics	Add
Cases in Corporate Ethics: Discuss Real Life Conflicts (Webinar) (WA867972)How do you handle an owner who pays for personal expenses with company funds? 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?
3/1/2019	11 a.m. - 3 p.m.	Online	4 CPE / 4 Ethics	Add
Cases in Corporate Ethics: Discuss Real Life Conflicts (Webinar) (WA868027)How do you handle an owner who pays for personal expenses with company funds? 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?
3/13/2019	9 a.m. - 1 p.m.	Online	4 CPE / 4 Ethics	Add
Cases in Corporate Ethics: Discuss Real Life Conflicts (Webinar) (WA868082)How do you handle an owner who pays for personal expenses with company funds? 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?
3/27/2019	9 a.m. - 1 p.m.	Online	4 CPE / 4 Ethics	Add
Cases in Corporate Ethics: Discuss Real Life Conflicts (Webinar) (WA868137)How do you handle an owner who pays for personal expenses with company funds? 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?
4/2/2019	8 a.m. - 12 p.m.	Online	4 CPE / 4 Ethics	Add
Communicating Financial Information to Non-Accountants (Webinar) (WA869726)The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
1/29/2019	9 - 11 a.m.	Online	2 CPE	Add
Communicating Financial Information to Non-Accountants (Webinar) (WA869778)The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
2/1/2019	12 - 2 p.m.	Online	2 CPE	Add
Communicating Financial Information to Non-Accountants (Webinar) (WA869830)The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
2/13/2019	7 - 9 a.m.	Online	2 CPE	Add
Communicating Financial Information to Non-Accountants (Webinar) (WA869882)The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
2/27/2019	7 - 9 a.m.	Online	2 CPE	Add
Communicating Financial Information to Non-Accountants (Webinar) (WA869934)The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
3/1/2019	1 - 3 p.m.	Online	2 CPE	Add
Communicating Financial Information to Non-Accountants (Webinar) (WA869986)The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
3/14/2019	7 - 9 a.m.	Online	2 CPE	Add
Communicating Financial Information to Non-Accountants (Webinar) (WA870038)The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
3/28/2019	7 - 9 a.m.	Online	2 CPE	Add
Communicating Financial Information to Non-Accountants (Webinar) (WA870090)The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
4/2/2019	12 - 2 p.m.	Online	2 CPE	Add
Resolving Ethical Conflicts: Do the Right Thing and Keep Your Job (Webinar) (WA870796)* Standards and techniques for resolving ethical conflict * How to have a conversation about a tough issue without having it destroy the relationship * What to do when talking fails
1/31/2019	7 - 8:40 a.m.	Online	2 CPE / 2 Ethics	Add
Resolving Ethical Conflicts: Do the Right Thing and Keep Your Job (Webinar) (WA870901)* Standards and techniques for resolving ethical conflict * How to have a conversation about a tough issue without having it destroy the relationship * What to do when talking fails
2/5/2019	8 - 9:40 a.m.	Online	2 CPE / 2 Ethics	Add
Resolving Ethical Conflicts: Do the Right Thing and Keep Your Job (Webinar) (WA871012)* Standards and techniques for resolving ethical conflict * How to have a conversation about a tough issue without having it destroy the relationship * What to do when talking fails
2/14/2019	8 - 9:40 a.m.	Online	2 CPE / 2 Ethics	Add
Resolving Ethical Conflicts: Do the Right Thing and Keep Your Job (Webinar) (WA871117)* Standards and techniques for resolving ethical conflict * How to have a conversation about a tough issue without having it destroy the relationship * What to do when talking fails
2/28/2019	8 - 9:40 a.m.	Online	2 CPE / 2 Ethics	Add
Resolving Ethical Conflicts: Do the Right Thing and Keep Your Job (Webinar) (WA871222)* Standards and techniques for resolving ethical conflict * How to have a conversation about a tough issue without having it destroy the relationship * What to do when talking fails
3/5/2019	9 - 10:40 a.m.	Online	2 CPE / 2 Ethics	Add
Resolving Ethical Conflicts: Do the Right Thing and Keep Your Job (Webinar) (WA871326)* Standards and techniques for resolving ethical conflict * How to have a conversation about a tough issue without having it destroy the relationship * What to do when talking fails
3/14/2019	1 - 2:40 p.m.	Online	2 CPE / 2 Ethics	Add
Resolving Ethical Conflicts: Do the Right Thing and Keep Your Job (Webinar) (WA871434)* Standards and techniques for resolving ethical conflict * How to have a conversation about a tough issue without having it destroy the relationship * What to do when talking fails
3/29/2019	7 - 8:40 a.m.	Online	2 CPE / 2 Ethics	Add
Resolving Ethical Conflicts: Do the Right Thing and Keep Your Job (Webinar) (WA871541)* Standards and techniques for resolving ethical conflict * How to have a conversation about a tough issue without having it destroy the relationship * What to do when talking fails
4/4/2019	8 - 9:40 a.m.	Online	2 CPE / 2 Ethics	Add
Pricing for Profitability: How Finance Can Save The Bottom Line (Webinar) (WA873366)Develop strategy Understand value from the customer's perspective Understand your competitor's value proposition Manage capacity *Understand real cost
1/18/2019	7 - 9 a.m.	Online	2 CPE	Add
Pricing for Profitability: How Finance Can Save The Bottom Line (Webinar) (WA873419)Develop strategy Understand value from the customer's perspective Understand your competitor's value proposition Manage capacity *Understand real cost
2/15/2019	1 - 3 p.m.	Online	2 CPE	Add
Pricing for Profitability: How Finance Can Save The Bottom Line (Webinar) (WA840395)Develop strategy Understand value from the customer's perspective Understand your competitor's value proposition Manage capacity *Understand real cost
3/29/2019	9 - 11 a.m.	Online	2 CPE	Add
Prepare for a CFO Role (Webinar) (WA892835)The most common credentials for CFOs Why breadth is more important than depth *What aspiring CFOs need to know
2/15/2019	11 a.m. - 12 p.m.	Online	1 CPE	Add
Prepare for a CFO Role (Webinar) (WA892889)The most common credentials for CFOs Why breadth is more important than depth *What aspiring CFOs need to know
3/18/2019	10 - 11 a.m.	Online	1 CPE	Add
Shorten Month End: Apply Lean Thinking to Your Month-End Closing Process (Webinar) (WA893213)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
1/29/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Shorten Month End: Apply Lean Thinking to Your Month-End Closing Process (Webinar) (WA893267)Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close Review and discuss information systems' headaches that slow you down Work through examples of close cycle "time killers" and how to resolve them Get inventory and cost of sales under control Identify the improvement projects that will yield the biggest benefit Review what leading edge finance managers are doing to close more quickly
2/1/2019	11 a.m. - 3 p.m.	Online	4 CPE	Add
Shorten Month End: Apply Lean Thinking to Your Month-End Closing Process (Webinar) (WA893321)Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close Review and discuss information systems' headaches that slow you down Work through examples of close cycle "time killers" and how to resolve them Get inventory and cost of sales under control Identify the improvement projects that will yield the biggest benefit Review what leading edge finance managers are doing to close more quickly
2/12/2019	12 - 4 p.m.	Online	4 CPE	Add
Shorten Month End: Apply Lean Thinking to Your Month-End Closing Process (Webinar) (WA893375)Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close Review and discuss information systems' headaches that slow you down Work through examples of close cycle "time killers" and how to resolve them Get inventory and cost of sales under control Identify the improvement projects that will yield the biggest benefit Review what leading edge finance managers are doing to close more quickly
2/26/2019	12 - 4 p.m.	Online	4 CPE	Add
Shorten Month End: Apply Lean Thinking to Your Month-End Closing Process (Webinar) (WA893429)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
3/1/2019	12 - 4 p.m.	Online	4 CPE	Add
Shorten Month End: Apply Lean Thinking to Your Month-End Closing Process (Webinar) (WA893483)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
3/13/2019	1 - 5 p.m.	Online	4 CPE	Add
Shorten Month End: Apply Lean Thinking to Your Month-End Closing Process (Webinar) (WA893537)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
3/27/2019	1 - 5 p.m.	Online	4 CPE	Add
Shorten Month End: Apply Lean Thinking to Your Month-End Closing Process (Webinar) (WA893591)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
4/2/2019	9 a.m. - 1 p.m.	Online	4 CPE	Add
Know Your Cost: Double Your Profit (Webinar) (WA894130)Why traditional approaches are inadequate How superior cost information can double your profit *Why the company with the best cost information wins
1/24/2019	8 - 10 a.m.	Online	2 CPE	Add
Know Your Cost: Double Your Profit (Webinar) (WA894183)Why traditional approaches are inadequate How superior cost information can double your profit *Why the company with the best cost information wins
2/7/2019	9 - 11 a.m.	Online	2 CPE	Add
Know Your Cost: Double Your Profit (Webinar) (WA894236)Why traditional approaches are inadequate How superior cost information can double your profit *Why the company with the best cost information wins
2/21/2019	2 - 4 p.m.	Online	2 CPE	Add
Know Your Cost: Double Your Profit (Webinar) (WA894289)Why traditional approaches are inadequate How superior cost information can double your profit *Why the company with the best cost information wins
3/8/2019	7 - 9 a.m.	Online	2 CPE	Add
Know Your Cost: Double Your Profit (Webinar) (WA894342)Why traditional approaches are inadequate How superior cost information can double your profit *Why the company with the best cost information wins
3/22/2019	8 - 10 a.m.	Online	2 CPE	Add
Make Your Information Systems Work for You (Webinar) (WA894763)* Understand real user needs * Get better information * Make your software work for you * Learn how to prevent errors before they occur
2/15/2019	8 - 10 a.m.	Online	2 CPE	Add
Make Your Information Systems Work for You (Webinar) (WA894815)* Understand real user needs * Get better information * Make your software work for you * Learn how to prevent errors before they occur
3/15/2019	1 - 3 p.m.	Online	2 CPE	Add
Data Analysis and Management (Webinar) (WA895388)* "Run the numbers" on non-financial data * Expand your toolbox outside of MS Excel * Use your analysis skills to transform your business
1/25/2019	12 - 1:45 p.m.	Online	2 CPE	Add
Data Analysis and Management (Webinar) (WA895440)* "Run the numbers" on non-financial data * Expand your toolbox outside of MS Excel * Use your analysis skills to transform your business
2/11/2019	10 - 11:45 a.m.	Online	2 CPE	Add
Data Analysis and Management (Webinar) (WA895492)* "Run the numbers" on non-financial data * Expand your toolbox outside of MS Excel * Use your analysis skills to transform your business
2/25/2019	10 - 11:45 a.m.	Online	2 CPE	Add
Data Analysis and Management (Webinar) (WA895544)* "Run the numbers" on non-financial data * Expand your toolbox outside of MS Excel * Use your analysis skills to transform your business
3/12/2019	8 - 9:45 a.m.	Online	2 CPE	Add
Data Analysis and Management (Webinar) (WA895596)* "Run the numbers" on non-financial data * Expand your toolbox outside of MS Excel * Use your analysis skills to transform your business
3/26/2019	9 - 10:45 a.m.	Online	2 CPE	Add
Devious Ethics: Dealing with Snakes in Suits (Webinar) (WA896637)Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
1/31/2019	9 - 11 a.m.	Online	2 CPE / 2 Ethics	Add
Devious Ethics: Dealing with Snakes in Suits (Webinar) (WA896689)Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
2/5/2019	9 - 11 a.m.	Online	2 CPE / 2 Ethics	Add
Devious Ethics: Dealing with Snakes in Suits (Webinar) (WA896741)Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
2/14/2019	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
Devious Ethics: Dealing with Snakes in Suits (Webinar) (WA896793)Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
2/28/2019	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
Devious Ethics: Dealing with Snakes in Suits (Webinar) (WA896845)Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
3/6/2019	7 - 9 a.m.	Online	2 CPE / 2 Ethics	Add
Devious Ethics: Dealing with Snakes in Suits (Webinar) (WA896897)Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
3/15/2019	8 - 10 a.m.	Online	2 CPE / 2 Ethics	Add
Devious Ethics: Dealing with Snakes in Suits (Webinar) (WA896949)Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
3/29/2019	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
Devious Ethics: Dealing with Snakes in Suits (Webinar) (WA897001)Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
4/4/2019	10 a.m. - 12 p.m.	Online	2 CPE / 2 Ethics	Add
The CFO's Role in Compensation and Bonus Plans (Webinar) (WA898353)* Know if you are paying the "right" wage * Bonus plan design and management * Common bonus plan features used today * Motivating success with open book management
1/18/2019	1 - 2:45 p.m.	Online	2 CPE	Add
The CFO's Role in Compensation and Bonus Plans (Webinar) (WA898405)* Know if you are paying the "right" wage * Bonus plan design and management * Common bonus plan features used today * Motivating success with open book management
2/19/2019	10 - 11:45 a.m.	Online	2 CPE	Add
The CFO's Role in Compensation and Bonus Plans (Webinar) (WA898457)* Know if you are paying the "right" wage * Bonus plan design and management * Common bonus plan features used today * Motivating success with open book management
3/20/2019	7 - 8:45 a.m.	Online	2 CPE	Add
Staff Retention: Attract and Keep the Best People (Webinar) (WA899031)What a massive Gallup study says is the most important factor in employee retention How to prevent staff turnover Hear the logical reasons professionals leave Why exit interviews are a must *What to do when people start defecting
1/31/2019	10 a.m. - 2 p.m.	Online	4 CPE	Add
Staff Retention: Attract and Keep the Best People (Webinar) (WA899084)What a massive Gallup study says is the most important factor in employee retention How to prevent staff turnover Hear the logical reasons professionals leave Why exit interviews are a must *What to do when people start defecting
2/5/2019	12 - 4 p.m.	Online	4 CPE	Add
Staff Retention: Attract and Keep the Best People (Webinar) (WA899137)What a massive Gallup study says is the most important factor in employee retention How to prevent staff turnover Hear the logical reasons professionals leave Why exit interviews are a must *What to do when people start defecting
2/14/2019	11 a.m. - 3 p.m.	Online	4 CPE	Add
Staff Retention: Attract and Keep the Best People (Webinar) (WA899190)What a massive Gallup study says is the most important factor in employee retention How to prevent staff turnover Hear the logical reasons professionals leave Why exit interviews are a must *What to do when people start defecting
2/28/2019	11 a.m. - 3 p.m.	Online	4 CPE	Add
Staff Retention: Attract and Keep the Best People (Webinar) (WA899243)What a massive Gallup study says is the most important factor in employee retention How to prevent staff turnover Hear the logical reasons professionals leave Why exit interviews are a must *What to do when people start defecting
3/6/2019	8 a.m. - 12 p.m.	Online	4 CPE	Add
Staff Retention: Attract and Keep the Best People (Webinar) (WA899296)What a massive Gallup study says is the most important factor in employee retention How to prevent staff turnover Hear the logical reasons professionals leave Why exit interviews are a must *What to do when people start defecting
3/15/2019	10 a.m. - 2 p.m.	Online	4 CPE	Add
Staff Retention: Attract and Keep the Best People (Webinar) (WA899349)What a massive Gallup study says is the most important factor in employee retention How to prevent staff turnover Hear the logical reasons professionals leave Why exit interviews are a must *What to do when people start defecting
3/29/2019	11 a.m. - 3 p.m.

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