Estate Planning: A Comprehensive Overview (Webinar) (24WC-0043)24WC-0043 | *Intestate succession and probate administration*Holding title to assets*Lifetime asset transfers and testamentary asset transfer planning*Structures to avoid or minimize transfer taxes*Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem |
4/29/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Pricing on Purpose: The Eight Steps to Implementing Value Pricing (Webinar) (24WC-0027)24WC-0027 | *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 |
4/23/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
FASB Update: What's New? April 2024 (Webinar) (24WC-0024)24WC-0024 | *FASB's current activities*ASUs issued*Workplan agenda |
4/23/2024 | 1:30 - 3 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior (Webinar) (24WC-0037)24WC-0037 | *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?*Do companies really plan obsolescence?*Why are shopping carts getting bigger?*Should there be a free market in human organs? |
4/25/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Compilations and Reviews: Risks, Procedures and Fraud (Webinar) (23WC-1262)23WC-1262 | *Fraud*Misstatements*Materiality*Revenue recognition*Related parties*Going concern uncertainties*Engagement letters*Documentation and peer review considerations |
3/28/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Pricing Client Accounting Services (Webinar) (24WC-0054)24WC-0054 | *Understand how psychology influences your pricing decisions*Learn how behavioral economic effects influence pricing*Comprehend what and how people buy*How to develop and price options*Using the Stan Shih Smile Curve to determine the value of various services |
4/30/2024 | 4 - 6 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WC-0007)24WC-0007 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
4/4/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Living Trust Administration Workshop (Webinar) (24WC-0036)24WC-0036 | *The steps in trust administration*Delaware Tax Trap and its unique use*Change of the exemption in 2026 and its impact*Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust*Preparation of trust accountings*Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs |
4/25/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
What Every CPA Should Know About Fraud (Webinar) (24WC-0057)24WC-0057 | *How is fraud detected?*The role of external auditors in finding fraud*Revenue recognition issues*Corrupt management*Data mining*Physical and biometric controls |
4/30/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial Statement Analysis for Managers (Webinar) (24WC-0039)24WC-0039 | *Value of DuPont analysis*Pros/cons of ratio analysis*Cash flow analysis*Operating leverage vs. financial leverage*Effective financial performance measures*Open balance sheet |
4/26/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Combating Internal Fraud (Webinar) (24WC-0009)24WC-0009 | *Understand why internal fraud occurs*Review policies, procedures and control measures designed to fight fraud |
4/8/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Collection Defense (Webinar) (24WC-0028)24WC-0028 | *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 and resolutions*Judicial actions: collection due process (CDP), injunctions and IRS suits |
4/23/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Need to Focus On Cybersecurity (Webinar) (24WC-0022)24WC-0022 | *Understanding cybersecurity*Policies, procedures and control measures to secure and enhance digital operations |
4/22/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Private Foundations and Form 990-PF Basics (Webinar) (24WC-0032)24WC-0032 | *Private foundation excise taxes, generally*Form 990-PF, including mandatory e-filing requirements*The fair market value of the foundation's assets*Income distribution requirements*Self-dealing and transactions with disqualified persons*Foreign grant-making and grant-making to private foundations and non-charitable entities in the US*Excess business holdings*Program-related investments*Unrelated business income tax |
4/24/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
OCBOA Case Studies (Webinar) (24WC-0026)24WC-0026 | *Income tax-basis financial statement presentations*Cash and modified-cash financial statement presentations*Innovative and EBITDA type reports*OCBOA engagements*AICPA Financial Reporting Framework for Small- and Medium-Sized Entities |
4/23/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Retirement Distributions: Planning Options (Webinar) (24WC-0048)24WC-0048 | *Roth IRA: The right choice?*Income tax treatment of distributions from retirement plans of all types*Laws, regulations and IRS rulings concerning plan distributions*Avoiding penalty on distributions that happen too early or too late*Beneficiary choices - eligible or not?* Self-directed IRA investment problems |
4/29/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (24WC-0038)24WC-0038 | *Preparation, compilations and reviews |
4/25/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Unrelated Business Income Tax Fundamentals (Webinar) (24WC-0056)24WC-0056 | *Definition of unrelated business*Unrelated business income tax: origins, exclusions, modifications and exceptions*Tax Cuts and Jobs Act Changes and Final regulations, as well as relevant CARES Act and American Rescue Plan provisions*Special rules for advertising, bingo and trade shows*Debt financed income issues*Alternative investments*Filing requirements, including lessons learned from the past tax season*State UBIT filings and other federal filings relating to foreign investments |
4/30/2024 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Fundamentals of Single Audit (Webinar) (23WC-1264)23WC-1264 | *Cost principles*Understand and identify federal awards*Pass-through entities and sub-recipients*Schedule of expenditures of the federal awards*Application of Compliance Supplement*Compliance requirements*Test of Internal Control and Test of Compliance attributes*Reporting requirements |
3/28/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WC-0010)24WC-0010 | *Understanding the importance of data analytics in modern business environments*Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform*Using regression analysis to create and validate forecasts and projections |
4/8/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Nonverbal Communication: The Silent Language of Success (Webinar) (24WC-0053)24WC-0053 | *Nonverbal communication--Virtual |
4/23/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Tell Me a Story: Don't Just Simply Relay Your Financial Results (Webinar) (24WC-0033)24WC-0033 | *The creation of memorable messages*The science of storytelling*Real-world examples of storytelling and their operational impact on the business*Ten thoughts for the road*Three cases |
4/24/2024 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
Business Writing Series: Highlights of Grammar and Punctuation (Webinar) (24WC-0006)24WC-0006 | *Common grammar errors and how to correct them*Common punctuation errors and how to correct them |
4/4/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Case Studies in Accounting Fraud (Webinar) (24WC-0012)24WC-0012 | *Major financial statement frauds including, among others, sales and other types of revenue, estimates, earnings management and cut-off*Major misappropriation of asset fraud schemes including skimming, larceny, and additional schemes that occur in inventory, payables and other accounts*Review of cases involving common fraud schemes. New cases will be discussed in 2023 including FTX |
4/19/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accountancy Laws, Ethics, Taxes and Financial Reporting Review: Ethics (Webinar) (24WC-0035)24WC-0035 | *AICPA Code of Professional Conduct*Fair positions in tax returns*Ethical issues in tax practice*Fairness in financial reporting*Integrity and materiality judgments*Ethics involving related party, pro forma results and accounting change disclosures |
4/25/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Everyday Ethics: Doing Well by Doing Good - Ethics (Webinar) (23WC-1263)23WC-1263 | *AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230*Implications of the Sarbanes-Oxley Act of 2002*Recent, relevant cases on accounting profession ethics and professional responsibility*Areas the partner should pay particular attention to*What it means to be a profession and a professional*Ethical frameworks |
3/28/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Business Writing Series: 10 Principles of Effective Email (Webinar) (24WC-0002)24WC-0002 | *Email management*Email etiquette and tone*Business writing |
4/2/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Technology for CPAs: Don't Get Left Behind (Webinar) (24WC-0011)24WC-0011 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
4/12/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Form 706 Preparation Part 2: Reporting Assets (Webinar) (24WC-0030)24WC-0030 | *Action steps in 706 preparation engagement*Filing requirements, new forms, IRS return review procedures, closing letters*Obtaining transcripts and previously filed returns*Completing introductory pages 1 - 4*Worksheets provided: Summary of Estate Plan*Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule |
4/24/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethical Responsibilities for CPAs: Ethics (Webinar) (24WC-0044)24WC-0044 | *Ethical responsibilities for CPAs*The AICPA Code of Professional Conduct*PCAOB Ethical Standards*The Sarbanes Oxley Act*The Foreign Corrupt Practices Act*Circular 230 for Tax Practitioners*The Dodd-Frank Banking Reform Act |
4/29/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
The Power of "Why" (Webinar) (24WC-0040)24WC-0040 | *The importance of "Why"*Linking cause and effect*Keeping Freddy P. Softy away from your door*The 5-15 Report*The Doorway to Creativity*Why Leadership and Personal Growth*Three cases |
4/26/2024 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
Implementing and Maintaining an Internal Control System (Webinar) (24WC-0020)24WC-0020 | *Considerations for the maintenance of an internal control system*The types of policies and procedures organizations should utilize*Reviewing and testing control measures*Updating controls and implementing control changes |
4/22/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Time's Up: Pivoting Your Firm to a Subscription Based Model (Webinar) (24WC-0034)24WC-0034 | *The three types of adoption approaches to creating a subscriber base*Five approaches to value nurturing--that is, what happens after the sale to help customers achieve success and realize value*Ten best practices to reduce churn (i.e., losing subscribers)*Essential growth strategies to deploy |
4/24/2024 | 4 - 6 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact (Webinar) (24WC-0029)24WC-0029 | *Modeling cash flow and capacity*Adaptive Capacity Model*Segall's Law |
4/24/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Audits of 401(k) Plans (Webinar) (24WC-0042)24WC-0042 | *SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits*Update of the changes affecting 401(k) plans*Compliance issues commonly encountered in 401(k) plan audits*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Common audit reporting and disclosure issues |
4/29/2024 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WC-0003)24WC-0003 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
4/2/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Accounting Automation (Webinar) (24WC-0021)24WC-0021 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
4/22/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits (Webinar) (24WC-0051)24WC-0051 | *Generation Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction*Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q*Qualified Conservation Easements, Schedule U*Making Sec. 6166 election and using Graegin loans |
4/30/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Implementing Internal Controls in QuickBooks Environments (Webinar) (24WC-0013)24WC-0013 | *Critical risks in QuickBooks environments*Internal control options that can mitigate risk to prudently acceptable levels*Enabling alternative control measures to improve internal controls in QuickBooks environments |
4/19/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WC-0001)24WC-0001 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
4/1/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Protecting Digital Data: More Important Now Than Ever Before (Webinar) (24WC-0014)24WC-0014 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices |
4/19/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
You Don't Know What You Don't Know About Excel (Webinar) (24WC-0041)24WC-0041 | *Excel shortcuts and time savers*Working with templates, formats, styles and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the excel function library |
4/26/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Form 706 Preparation Part 3: Reporting Deductions (Webinar) (24WC-0046)24WC-0046 | *How to report funeral and administrative expenses on Schedule J and/or L*How to report debts, mortgages and liens on Schedule K*Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions*Charitable deduction Schedule O and potential problems |
4/29/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Emerging Technologies for Accountants Including Blockchain and Crypto (Webinar) (24WC-0025)24WC-0025 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
4/23/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft Office 365: All the Things You Need to Know (Webinar) (24WC-0005)24WC-0005 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
4/3/2024 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Fraud, Misstatements and Financial Reporting (Webinar) (24WC-0052)24WC-0052 | *Financial reporting fraud*Financial reporting objective*Earnings management*Accounting standards*Financial reporting controls*FASB Concept Statements |
4/30/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Business Writing Series: Planning and Organizing Your Writing (Webinar) (24WC-0004)24WC-0004 | *Business writing*Planning writing projects*Project management*Proposal writing |
4/3/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Statement of Cash Flows: Preparation and Analysis Workshop (Webinar) (23WC-1266)23WC-1266 | *Major provisions of GAAP Codification Topic No. 230*Statement classification issues*Reporting operating cash flows: Direct and indirect methods*Preparing the statement: Workpaper techniques*Useful cash flow ratios*Bankruptcy prediction using the statement of cash flows |
3/28/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Financial Reporting Changes in Greater Detail (Webinar) (24WC-0045)24WC-0045 | *Reformatted financial statement details*RFS impact on business operations*Ten action items for immediate consideration*Five cases |
4/29/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Tax-Exempt Organization and Form 990 Basics (Webinar) (24WC-0015)24WC-0015 | *Tax-exemption and the many types of tax-exempt organizations*Private foundation versus public charity*Form 990, Form 990-EZ, Form 990-N, Form 1023 and Form 1024*Intermediate sanctions, private inurement and private benefit*Public support*Unrelated business income tax, including Final Treasury Regulations*Special rules, for advertising, bingo and trade shows*Update on recent developments |
4/19/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
ITL 2023: Form 5471 - CFCs Compared to Other Structure Choices (Webinar) (23WC-1268)23WC-1268 | *Form 5471*Controlled foreign corporation*Foreign entities |
3/29/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Monthly Individual Tax Update (Webinar) (24WC-0031)24WC-0031 | *Individual tax developments coming from Congress, the Treasury Department, the courts and academe*Time-sensitive topics from the past 30 days |
4/24/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Small Business Internal Controls, Security and Fraud Prevention (Webinar) (24WC-0047)24WC-0047 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
4/29/2024 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Artificial Intelligence Fundamentals for CPAs (Webinar) (23WC-1267)23WC-1267 | *What is intelligence?*In what areas are AI processes superior or interior to humans right now?*Brief history of AI and what we've learned thus far*The three phases of AI and the direction they're headed*Examples of competitive applications of AI in the accounting profession |
3/29/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accounting Industry Update (Webinar) (24WC-0049)24WC-0049 | *FASB Technical Agenda and upcoming changes*ASUs*Implementation dates and methods*Audit quality initiatives*Changes to AICPA auditing standards; and PCAOB standards |
4/30/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WC-0008)24WC-0008 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
4/5/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
R&D Tax Credits: IRS Scrutiny of Research Activity (Webinar) (24WC-0055)24WC-0055 | *Better understand the benefits and requirements of claiming R&D tax credits and other related expenses*Know what the IRS is focused on in examinations and audits of tax returns claiming R&D credits*Decipher the IRS's expectations of taxpayers filing refund claims that include R&D tax credits*More easily identify key strategies to minimize exposure from the IRS's increased focus on R&D tax credit abuses |
4/30/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Asset Tracing (Webinar) (24WC-0023)24WC-0023 | *Tracing of Bank and Brokerage Accounts*Business Ownership Interest*Business Income*Investments*Real Property*Retirement Accounts*Cryptocurrency*Family Law*Fraud*Criminal Activity*Public Corruption |
4/23/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Executive Presentation Presence: Speak Up, Move Up (Webinar) (24WC-0050)24WC-0050 | *Constructing and delivering effective presentations*Identifying target audiences*Common communication problems*Nonverbal communication |
4/23/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Form 706 Preparation Part 1: Overview Including Portability (Webinar) (24WC-0019)24WC-0019 | *Action steps in 706 preparation engagement*Filing requirements, new forms, IRS return review procedures, closing letters*Obtaining transcripts and previously filed returns*Completing introductory pages 1 - 4*Worksheets provided: Summary of Estate Plan*Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule |
4/22/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Accounting and Auditing for the Construction Industry (Webinar) (24WC-0018)24WC-0018 | *Illustrative computations for revenue recognition*Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry*Application of "risk-based" audit model to contractors*The "Lookback" analysis and the contractor's estimating reliability*Practical approach to auditing contracts completed and in progress*Numerous computations and alternative approaches |
4/22/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Manager Series: The How To's of Leading (Webinar) (23WC-1265)23WC-1265 | *Leadership development |
3/28/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Financial Performance Reporting: Changes that are Nice to Know (Webinar) (24WC-0016)24WC-0016 | *Reformatted financial statements overview*Status of accounting's perfect storm*Four cases |
4/22/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Anatomy of a Ransomware Event and Incident Response (Webinar) (24WS-0034)24WS-0034 | *What is ransomware?*The growing threat of ransomware -- statistics*Remote working and COVID-19*Ransomware infection process*Incident response protocol*Business considerations*Legal considerations*Breach notification obligations*Steps to protect against malware*Tabletop exercise |
4/23/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (24WS-0025)24WS-0025 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques |
4/17/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (24WS-0014)24WS-0014 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions *Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency |
4/12/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Controllership Skills Update: Risk Management (Webinar) (24WS-0022)24WS-0022 | *Rethinking Risk Management: *Historic view *Challenges *Rules *Recent lessons *Required skills *Sources of Risk: *Economy *Competitors *Operations *Investments *Strategy *Compensation *Routine practices *Unethical behavior. *Enterprise Risk Management (ERM): *Defining ERM *Areas of focus *Implementation *Planning for disasters *Business continuity *Contingencies *Analytical Tools: *Post-completion evaluations *Simulation *Z-score *Hedging *Brainstorming *Mind mapping *Delphi technique |
4/16/2024 | 2 - 4 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Excel Shortcuts for Accountants (Webinar) (24WS-0040)24WS-0040 | * Explore the function that sums better than the SUM function * Discover a variety of time-saving features, functions, and techniques * Learn the workaround to a major Excel pitfall |
4/25/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (24WS-0032)24WS-0032 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets |
4/22/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's The CMA's Guide to Project Management (Webinar) (24WS-0019)24WS-0019 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations |
4/15/2024 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Budgets, Forecasts and Forward-Looking Cash Flow Projections in a Post-Pandemic Environment (Webinar) (24WS-0023)24WS-0023 | *Accounting guidance that relies on cash flow forecasting and budgeting*Critical uses for accurate budgeting and forecasting in the current economic environment*Challenges when forecasting and budgeting in the COVID-19 environment*Effective techniques that you can use to accurately forecast operations in a period of change |
4/17/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Business Writing: Professional & Effective Emails (Webinar) (24WS-0035)24WS-0035 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails |
4/23/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (24WS-0024)24WS-0024 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives |
4/17/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Understanding How the IRS Rewards Whistleblowers (Webinar) (24WS-0045)24WS-0045 | *Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery*Review of the whistleblower claim process*Criteria for eligible claims*Case studies of significant claim recoveries paid by the IRS to whistleblowers*Issues underlying whether a practitioner should ever act as the whistleblower*Addressing delays inherent in the whistleblower claim process*The structure and role of the Whistleblower Office*Best practices for the submission of a good whistleblower claim*Working with other governmental divisions in processing whistleblower claims*A brief overview of other, non-IRS whistleblower claims |
4/1/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (24WS-0027)24WS-0027 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C Corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations |
4/18/2024 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Excel Budgeting Ideas (Webinar) (24WS-0026)24WS-0026 | *Major Topics: * Set up an in-cell drop-down list of budget methods * Change the calculations in the cells based on the selected budget method * Use names in worksheets |
4/18/2024 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Opportunities in the Metaverse for Accounting and Other Professionals (Webinar) (24WS-0012)24WS-0012 | *Understanding what the metaverse is and what it is not*How to access the metaverse*Why accounting and other professionals should use the metaverse*Where accountants can find their space in the metaverse*How the metaverse is changing the way we work*Ownership opportunities in the metaverse*Work and taxation in the metaverse |
4/11/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
CANCELLED - Surgent's Applying ASC 820: The Basics of Fair Value Accounting (Webinar) (24WS-0003)24WS-0003 | *Applicability of the use of ASC 820*The "exit price" approach*Examples of market, cost and income approaches to estimating fair value*Use of Level 1, 2 and 3 inputs in determining fair value |
4/8/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Excel Budgeting Ideas (Webinar) (24WS-0030)24WS-0030 | *Major Topics: * Set up an in-cell drop-down list of budget methods * Change the calculations in the cells based on the selected budget method * Use names in worksheets |
4/19/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (24WS-0036)24WS-0036 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets |
4/23/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Make Resilience Work for You: An Accounting Leader's Guide to a Holistic Approach for Managing Teams (Webinar) (24WS-0006)24WS-0006 | *Bounce back from adversity and pressure*Avoid giving up too soon*Reframe challenges *Learn resilience and transform from mistakes |
4/9/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (24WS-0020)24WS-0020 | *Commencement of a bankruptcy proceeding*Protections provided to debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7, 11, and 13 bankruptcy cases*The bankruptcy discharge*Proofs of claim*Plans of reorganization*Litigation that can arise during bankruptcy*Creditor committees*Bankruptcy trustees*Avoidable preferences and fraudulent transfers*Special rights afforded to landlords and secured creditors |
4/16/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (24WS-0013)24WS-0013 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools |
4/12/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Webinar) (23WS-1564)23WS-1564 | *Overview of ERM and how it affects all organizations*What COVID-19 has taught us about risk management*Risk tolerance and developing a plan*Risk identification*Risk analysis*Risk responses*Strategy risk |
3/28/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (Webinar) (24WS-0029)24WS-0029 | *Details on CAS: new services or rebranding?*Review the value of timely accurate automated accounting *Review the three levels of service*Discuss technology options*Assess your client base for who would benefit most from CAS*Staffing requirements for CAS *The value of servicinga niche |
4/19/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Basics of the Valuation of a Closely Held Business (Webinar) (24WS-0047)24WS-0047 | *When a valuation in a closely held business would be needed*Governing bodies, training, and certifications in the profession*Standards and premises of value*The basic approaches and methodologies used to value a business: income, market, and asset approaches*Rules of thumb/industry valuation multiples: usefulness and limitations*Discounts for lack of control and marketability*The COVID-19 pandemic's impact on business valuation*Common mistakes found in the application of business valuation approaches*How the accountant can help during and after the valuation process |
4/3/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (24WS-0044)24WS-0044 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Financial risk analysis*Enterprise risk management*Improving bank relationships |
4/1/2024 | 12:30 - 4 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
New Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (24WS-0007)24WS-0007 | *What is artificial intelligence?*What are the different forms of artificial intelligence?*The difference between artificial intelligence and machine learning*The types of problems artificial intelligence can solve*The role of algorithms*How artificial intelligence will affect accounting and finance careers*Data governance, security, and privacy*How accounting firms are using AI today*The role of artificial intelligence in asset management |
4/10/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Webinar) (24WS-0018)24WS-0018 | *Overview of ERM and how it affects all organizations*What COVID-19 has taught us about risk management*Risk tolerance and developing a plan*Risk identification*Risk analysis*Risk responses*Strategy risk |
4/15/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (24WS-0008)24WS-0008 | *The key requirements, options, and disclosures related to each of the basic financial statements*How the reporting of functional and natural expense information has changed*The new requirements related to providing liquidity and availability of financial assets information*The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general*How the new lease requirements (ASU No. 2016-02, Leases) impact not-for-profits*Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more |
4/10/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (24WS-0004)24WS-0004 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or nonprofit |
4/9/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Managing Millennials (Webinar) (24WS-0048)24WS-0048 | *Understanding who millennials are and what distinguishes them from other sectors of the workforce* Changes millennials seek in the workplace* Suggestions on engaging and developing millennials* Best practices by organizations who have successfully integrated millennials* Expectations as to learning, development and training* Work environments and schedules* School to work transitions* Views on salary, benefits and corporate ethics* Whether millennials' expectations are significantly different from any other generation* Strengths millennials offer which set them apart from others* Common myths pertaining to millennials* Definitions of success |
4/3/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (24WS-0001)24WS-0001 | *How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior*Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies*Key functions of employment including recruitment, interviewing and selection |
4/4/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Time Management for Professionals (Webinar) (24WS-0028)24WS-0028 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan |
4/18/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Marijuana: A Generalized Business Viewpoint (Webinar) (24WS-0017)24WS-0017 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections |
4/12/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (24WS-0037)24WS-0037 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques |
4/24/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Webinar) (24WS-0021)24WS-0021 | *Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques*Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements*Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements*Big data: definition, challenges, goals, current uses/examples, sources of information*Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards |
4/16/2024 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (24WS-0033)24WS-0033 | *Regulatory, fiscal, and monetary policies' impact on the organization*Dodd-Frank Act and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate |
4/22/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Basics of the Valuation of a Closely Held Business (Webinar) (24WS-0038)24WS-0038 | *When a valuation in a closely held business would be needed*Governing bodies, training, and certifications in the profession*Standards and premises of value*The basic approaches and methodologies used to value a business: income, market, and asset approaches*Rules of thumb/industry valuation multiples: usefulness and limitations*Discounts for lack of control and marketability*The COVID-19 pandemic's impact on business valuation*Common mistakes found in the application of business valuation approaches*How the accountant can help during and after the valuation process |
4/25/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Excel Shortcuts for Accountants (Webinar) (24WS-0031)24WS-0031 | * Explore the function that sums better than the SUM function * Discover a variety of time-saving features, functions, and techniques * Learn the workaround to a major Excel pitfall |
4/19/2024 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (24WS-0046)24WS-0046 | *Taking a strategic perspective relative to risk management and crisis management*Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making*Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction*Managing the debt and equity mix for your organization in a rapidly changing economic landscape*Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally*Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning*Evaluating retirement programs with Social Security funding for your employees*Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment*Influencing growth through acquisition of distressed organizations*The economic way ahead for the CFO/Controller in 2020 and beyond |
4/2/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's A Complete Guide to the Yellow Book (Webinar) (24WS-0043)24WS-0043 | *When is the auditor required to follow the Yellow Book (a.k.a., Government Auditing Standards, or GAGAS)?*How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements*The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform*The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more)*The Yellow Book requirements related to the performance of and reporting on a financial audit*The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits |
4/1/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Introduction to Forensic Accounting (Webinar) (24WS-0016)24WS-0016 | *Review of the different aspects of forensic accounting*The civil litigation process as it relates to forensic accounting*Litigation services provided by forensic accountants*Fraud detection and prevention*Various types of fraud*Training and certifications in forensic accounting*Forensic accounting in bankruptcy proceedings*Forensic accounting in family law proceedings*Calculating damages for use in litigation*Valuations*Ethical issues pertinent to forensic accounting |
4/12/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Excel: Mastering PivotTables (Webinar) (24WS-0039)24WS-0039 | * Explore PivotTable capabilities and functionality * Retrieve data from a database and feed it into the PivotTable * Pull web tables from web pages into Excel |
4/25/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Surgent's Lessons Learned from Recent Accounting Malpractice Actions (Webinar) (24WS-0042)24WS-0042 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area |
4/1/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
CANCELLED - Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (24WS-0002)24WS-0002 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets |
4/8/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Business Writing: Professional & Effective Emails (Webinar) (23WS-1563)23WS-1563 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails |
3/28/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Mastering the Basics of Inventory Accounting (Webinar) (24WS-0009)24WS-0009 | *Elements of inventory cost and full-absorption costing*Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification*Obsolescence reserves*LIFO accounting*Differences between book and tax cost capitalization and related income tax accounting*Retail inventory valuation methodology*Physical inventory observation approaches*Accounting issues related to consigned inventory*Other challenging issues related to inventory accounting |
4/10/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Lessons Learned from Successful Companies (Webinar) (24WS-0005)24WS-0005 | *Creating a visionary company*Traits of successful, visionary companies *Goal setting to create a successful organization*The role of experimentation and failure in achieving success*How successful organizations emphasize learning new skills*The role of effective communication in achieving corporate success*The importance of emotional intelligence in building corporate culture*How leadership can direct a company toward success |
4/9/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's The Accountant as the Expert Witness (Webinar) (24WS-0041)24WS-0041 | *Becoming qualified as an expert witness*Best practices for testifying at trial*Understanding the different roles accountants can play in litigation*Working with attorneys to prepare and present a case at trial*The role of experts in commercial versus personal injury litigation*Confidentiality orders*Compensation for expert witnesses*Preparing for and attending depositions*Daubert challenges to experts*Expert reports*The role of experts in antitrust, securities litigation, and professional liability cases*Credibility as a witness |
4/26/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Industry Accountant Toolkit (Webinar) (24WS-0015)24WS-0015 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools |
4/12/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Data Analytics Toolkit: Tools and Applications (Webinar) (24WS-0011)24WS-0011 | *Definition of Data Analytics*Assessing your organization's current status and establishing an environment for success*Financial staff's core activities*Common uses of analytics and current examples*Behavioral forces that impact decisions*Examples of inaccurate forecasts*Identifying strategic measurements (KPIs)*Improving budgeting and forecasting and addressing Black Swan events*Collecting and using data from traditional and non-traditional data sources*Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation*Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique*Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards).*Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration*Expanded lists of readings and next level software for a participants' future reference |
4/11/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (24WS-0010)24WS-0010 | *The keys that develop a plan into an actionable document*The major difference between planning and budgeting*Strategic planning*The business plan*The people plan*The marketing plan*Capital and technology plans |
4/10/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (23SS-0001)23SS-0001 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Effects of the CARES and Tax Relief Acts on trusts: Section461(l) Excess Business Loss Limitation, NOL, Section163(j) modifications, new employer credits*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (23SS-0002)23SS-0002 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Effects of the CARES and Tax Relief Acts on trusts: Section461(l) Excess Business Loss Limitation, NOL, Section163(j) modifications, new employer credits*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms |
Self-Study | | Downloadable PDF | 16 CPE (10 tech, 0 non-tech) | |
Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Self-Study) (23SS-0003)23SS-0003 | *Coverage of the Inflation Reduction Act of 2022*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues*Schedules K-2 and K-3 reporting requirements*Who files Form 1065, and who does not file Form 1065*Tax Basis Capital Account Reporting Requirements*Trade or Business income and expenses versus Separately Stated Items*The importance of Schedule M-1*Partnership distributions -- current or liquidating, cash or property*How to allocate recourse and nonrecourse debt*Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes*Complete coverage of any new legislation enacted before presentation*Section 163(j) limitations*Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)*Final regulations on Section 168(k)*Partnership reporting oddities*Accurately preparing partnership returns and reconciling book income to taxable income*The Centralized Audit Regime under the Bipartisan Budget Act of 2015 |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Self-Study) (23SS-0004)23SS-0004 | *Coverage of the Inflation Reduction Act of 2022*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues*Schedules K-2 and K-3 reporting requirements*Who files Form 1065, and who does not file Form 1065*Tax Basis Capital Account Reporting Requirements*Trade or Business income and expenses versus Separately Stated Items*The importance of Schedule M-1*Partnership distributions -- current or liquidating, cash or property*How to allocate recourse and nonrecourse debt*Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes*Complete coverage of any new legislation enacted before presentation*Section 163(j) limitations*Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)*Final regulations on Section 168(k)*Partnership reporting oddities*Accurately preparing partnership returns and reconciling book income to taxable income*The Centralized Audit Regime under the Bipartisan Budget Act of 2015 |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Review of Form 709 : Gift Tax Return (Self-Study) (23SS-0005)23SS-0005 | *Form 709, gift tax reporting, and the effect of the lifetime exclusion*Present interest versus future interest*The annual exclusion -- what qualifies and how is it calculated*Situations in which consenting spouses are not required to file Form 709*Gifts excluded from gift tax reporting*Adequate disclosure requirements and the statute of limitations*Proper gift tax reporting of front-end loaded Section529 qualified tuition plans*The inclusion of up-to-date revised forms and references*Calculation of unified credit and prior year credit recalculation*Calculation of additional credit for decedent spousal unused exemption (DSUE)
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Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Transitioning to the Accounting Profession (Self-Study) (23SS-0006)23SS-0006 | *The AICPA Code of Professional Conduct*The Conceptual Framework for Independence*Safeguarding independence when performing both attest and non-attest services*How to handle ethical dilemmas commonly faced by new professionals*Role of accounting professionals in public accounting and in industry*Characteristics common to high performing accounting professionals
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Introduction to the Audit Process and Risk Assessment (Self-Study) (23SS-0007)23SS-0007 | *History of the financial statement audit*Objective of a financial statement audit*Audit Process and Linkage*Management and the Auditor's Responsibilities*Evaluating Audit Risk*Risk Assessment Process*Risk Assessment Procedures *Documentation
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Fundamentals of Internal Controls (Self-Study) (23SS-0008)23SS-0008 | *Gaining an understanding of the evolution of internal controls*Components of the COSO Internal Control -- Integrated Framework*Approaches for documenting and evaluating the design and implementation of internal control over financial reporting*Critical elements of entity-level and transactional-level controls covering all assertions*Internal controls that are responsive to the risk of fraud*Case studies related to identifying deficiencies in internal control documentation
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Performing Preparation, Compilation, Review and Engagements (Self-Study) (23SS-0009)23SS-0009 | *Compare and contrast the basis and requirements of preparation, compilation, and review engagements*Identifying key reporting elements of compilation and review reports*Impact of special purpose accounting frameworks and other special issues
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's A Practical Guide to Auditing Cash and Cash Equivalents (Self-Study) (23SS-0010)23SS-0010 | *Explain typical audit risks and special considerations related to cash and cash equivalents*Identify the risk of fraud related to cash and cash equivalents*Describe designing a detailed audit plan, linking assessed risk to planned procedures*Techniques used to perform the audit procedures associated with auditing cash and cash equivalents*Obtaining evidence related to cash and cash equivalents*Case study and test yourself questions related to auditing cash and cash equivalents
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Auditing Property, Plant, & Equipment (Self-Study) (23SS-0011)23SS-0011 | *Assessing risk*Internal control related to property and equipment*Audit procedures for property and equipment*Construction of assets including capitalizing interest*Lease accounting requirements and disclosure of right of use asset*Disclosure of property and equipment
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Auditing Accounts Payable, Accrued Expenses and Debt (Self-Study) (23SS-0012)23SS-0012 | *Accounting basics for accounts payable, accrued expenses and debt*Risk associated with accounts payable, accrued expenses and debt*Key controls related to accounts payable, accrued expenses and debt*Procedures commonly used to audit debt, including compliance with restrictive covenants
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Audit Documentation Requirements (Self-Study) (23SS-0013)23SS-0013 | *Proper documentation as a means of audit quality*Factors impacting the nature and extent of documentation*Illustrative workpapers and exercises*Use of practice aids and other mechanisms as means of audit documentation*Checklist for self-review of workpapers |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Auditing Accounts Receivable: An Overview (Self-Study) (23SS-0014)23SS-0014 | *Risks of material misstatement associated with auditing accounts receivable*Internal controls associated with accounts receivable*Substantive procedures used in auditing accounts receivable*External confirmation audit considerations, including evaluating responses for propriety*Evaluating the valuation of accounts receivable*The AICPA's new SAS on auditing estimates |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Performing Inventory Observations (Self-Study) (23SS-0015)23SS-0015 | *Inventory observation procedures*When attendance at the inventory observation is impractical*Inventory under the control of a third party*Consideration of the risk of fraud in inventory counts*Sampling related to inventory observations*Considerations related to retail inventories, multiple locations*Considerations for inventory observations
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Essentials Of Audit Sampling (Self-Study) (23SS-0016)23SS-0016 | *Types of sampling and sampling risk*Attribute testing for tests of controls and compliance*Variable sampling for substantive assurance*Differentiating statistical and nonstatistical sampling approaches*Determining sample sizes in a compliance audit |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Fraud Risk Assessment Basics (Self-Study) (23SS-0017)23SS-0017 | *Explain the expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting fraud*Fraud inquiries and engagement team discussion points*Identifying and responding to fraud risk on an audit*Testing journal entries and other tests for management override*Fraud communications |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's A Guide to Auditing Common Investments (Self-Study) (23SS-0018)23SS-0018 | *Overview of common investment types*Typical audit risks and related audit procedures*Alternative Investments*Fair value disclosure, including applying the fair value hierarchy
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Preparing and Reviewing Client Prepared Financial Statements (Self-Study) (23SS-0019)23SS-0019 | *Objective of financial reporting*Inter-relationships of financial statements and disclosures*Accounting changes*Financial statement preparation and review process*Best practices for financial statement preparation and review
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Compilations, Review, And Attestation Engagements (Self-Study) (23SS-0020)23SS-0020 | *Frequently missed issues in compilation and review engagements as noted by peer reviewers*Understand how to comply with AR-C 100 on International Standards and AR-C 120, Compilations of Proforma Information*Introduction to attestation standards (AT)*Performing attestation examination engagements*Performing attestation review engagements*Performing Agreed Upon Procedures
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Performing Effective and Efficient Analytical Procedures (Self-Study) (23SS-0021)23SS-0021 | *Preliminary analytical procedures as risk assessment procedures*Performing final analytical procedures to assess the conclusions reached during the audit and evaluate the overall financial statement presentation*When to use substantive analytical procedures for efficiency and effectiveness*Establishing expectations for substantive analytic procedures*Setting a threshold for differences*Following up on differences from expectations*Concluding on substantive analytical procedures
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Effective Techniques for Auditing Contingencies and Going Concern (Self-Study) (23SS-0022)23SS-0022 | *Overview of uncertainties, contingencies, litigation, claims and assessments and related disclosures*Auditing managements assumptions in making the going concern evaluation*Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time as defined in professional standards
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Testing Internal Control and Reporting Deficiencies (Self-Study) (23SS-0023)23SS-0023 | *Refresher on understanding internal controls*When testing internal controls is required*When testing of internal controls is an effective strategy to reduce substantive testing*Designing tests of controls*Responses when deviations are discovered in the design or operating effectiveness of internal control
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Accounting for and Auditing Inventory (Self-Study) (23SS-0024)23SS-0024 | *Elements of inventory cost and full-absorption costing*Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification*Obsolescence reserves*Retail inventory valuation basics*Physical inventory observation approach refresher*Accounting issues related to consigned inventory*Risk associated with and steps performed in auditing of inventories
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Reviewing Audit Workpapers (Self-Study) (23SS-0025)23SS-0025 | *Documentation as a means of audit quality*Responsibilities of the workpaper reviewer*Important tips for providing reviews notes that will promote an effective and efficient financial statement audit*Appropriate review considerations at various phases of the engagement, including before and after audit report date and report release
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Accounting and Auditing Revenue (Self-Study) (23SS-0026)23SS-0026 | *Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance, including presentation and disclosure requirements*Performing an effective risk assessment related to revenue*Common internal controls and substantive audit procedures related to revenue
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Accounting for and Auditing Leases (Self-Study) (23SS-0027)23SS-0027 | *ASU No. (Topic 842)*Overall lease accounting guidance for both lessees and lessors*Detailed review of accounting by lessees*Transition guidance*Other operational issues*Control and risk considerations related to auditing leases*Common audit procedures related to auditing leases and the adoption of ASC 842
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Successful Communication (Self-Study) (23SS-0028)23SS-0028 | *Barriers to communication, especially when working remotely*Modules and best practices for effective communication*Keys to effective non-verbal communication*Effective listening techniques
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Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Accounting for and Auditing Complex Investments (Self-Study) (23SS-0029)23SS-0029 | *The fair value measurement process*Derivative and hedge accounting under ASC 815*Accounting and auditing considerations related to the use of the equity method of accounting under ASC 323*Accounting and auditing considerations related to investments in cryptocurrency and digital assets
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Performing Effective Accounting Research (Self-Study) (23SS-0030)23SS-0030 | *Structure of the ASC codification*Content included and not included in the ASC*Other information contained in the codification*Best practices for performing effective and efficient accounting research
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Audit Quality Update (Self-Study) (23SS-0031)23SS-0031 | *2017-2020 peer review results*Common sources of peer review deficiencies*AICPA Peer Review Program areas of focus for peer reviews
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Auditing Accounting Estimates (Self-Study) (23SS-0032)23SS-0032 | *Common accounting estimates*Accounting guidance related to loss and gain contingencies*Audit guidance related to auditing accounting estimates*Overview of the requirements of SAS 143
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's SAS 134 and Other Reporting Considerations (Self-Study) (23SS-0033)23SS-0033 | *Revised format of audit opinion under SAS 134*Additional responsibilities of both management and the auditors under SAS 134*Additional requirements related to SASs 135-140*Qualified auditor reports, their wording, and when the auditor would issue one of them*Circumstances requiring the addition of Emphasis of Matter and Other Matter paragraphs to the standard unqualified audit report
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Management Fundamentals (Self-Study) (23SS-0034)23SS-0034 | *What it takes to be effective as a manager*Exploring the challenges that get in the way*Looking at the driving forces that have evolved how managers engage with employees today*Motivating employees of multiple generations*Twelve practices that can be adopted to influence employees to become more engaged*Identifying what it takes to develop employees*Delegation and accountability
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Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Understanding and Testing General Information Technology Controls (Self-Study) (23SS-0035)23SS-0035 | *Defining GITC and application controls*Major categories of GITC*Understanding GITC*Testing GITC
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Accounting Hot Topics (Self-Study) (23SS-0036)23SS-0036 | *Technology trends and hot topics*Fair value concepts*Accounting for business combinations*Asset impairment accounting
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Evaluating Sufficiency and Appropriateness of Audit Evidence (Self-Study) (23SS-0037)23SS-0037 | *SAS 142, Audit Evidence (recently issued)*Relevance and reliability of audit evidence*Sources of evidence*Audit procedures*Evaluation of tests of controls*Evaluation of sufficiency and appropriateness of evidence
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Effective Communications with Management and Those Charged with Governance (Self-Study) (23SS-0038)23SS-0038 | *Communications required to be made to those charged with governance at the beginning and end of the audit. (AU-C 260)*Communications related to deficiencies noted in internal control that are required to be made to management and those charged with governance (AU-C 265)*Other communications that need to be made outside the entity in certain circumstances*Communications that enhance client service |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Coaching Skills for Managers and Supervisors (Self-Study) (23SS-0039)23SS-0039 | *The definition of "coaching" and the coaching process*Characteristics of effective coaches*Coaching strategies to support and assist others as they change ineffective behaviors*Conducting one-on-one coaching sessions for setting goals and improving performance
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Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Critical Conversations: Having the "Hard to Have" Discussions (Self-Study) (23SS-0040)23SS-0040 | *Identifying when issues need immediate resolution*Approaches for preparing for and having difficult conversations*Effective communication skills for challenging conversations
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Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Using the Work of a Specialist and Internal Audit (Self-Study) (23SS-0041)23SS-0041 | *Different types of specialists that can be used in a financial statement audit*The role that internal audit can play in a financial statement audit*The different roles that management specialists play and understand how auditors evaluate evidence obtained*The procedures the communications between an auditor and an auditor's specialist , the division of responsibility and the work to be performed by the auditor on information obtained*The role that a pricing service can plan in a financial statement audit and how the auditor should test the information |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Accounting and Auditing Credit Losses Under ASC 326 (Self-Study) (23SS-0042)23SS-0042 | *Scope and overview of ASC 326*Applying ASC 326 and the CECL model*Transitioning to ASC 326*Presentation and disclosure requirements of ASC 326*Auditing accounting estimates*Key changes to auditing estimates due to the issuance of ASC 326
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Quality Management and Peer Review (Self-Study) (23SS-0043)23SS-0043 | *AICPA's Engagement Quality Initiative*When peer reviews are required and how they work*Recent deficiencies noted by peer reviewers in audit, review and compilation engagements*System of Quality Control required by the Auditing Standards Board (ASB)*Changes to the system of Quality Control proposed by the ASB |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (Self-Study) (23SS-0044)23SS-0044 | *Outcomes of the recent FASB and IASB Joint Project related to Leases*Differentiating between accounting and reporting requirements for operating and finance leases*Evaluating possible material misstatement related to lease recognition, measurement, presentation and disclosure
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Current Issues in Accounting and Auditing: An Annual Update (Self-Study) (23SS-0045)23SS-0045 | *Recently issued FASB Accounting Standards Updates and PCC activity*Leases -- Topic 842*Impairment -- Topic 326*Lessons learned from the adoption of Topic 606*Other items on the FASB's Technical Agenda*Recently issued SASs and other AICPA and PCAOB activity*SSARS No. 21, Clarification and Recodification, and other recently issued SSARS*Peer review and other audit quality issues*Other important A&A practice matters
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Current Issues in Accounting and Auditing: An Annual Update (Self-Study) (23SS-0046)23SS-0046 | *Recently issued FASB Accounting Standards Updates and PCC activity*Leases -- Topic 842*Impairment -- Topic 326*Lessons learned from the adoption of Topic 606*Other items on the FASB's Technical Agenda*Recently issued SASs and other AICPA and PCAOB activity*SSARS No. 21, Clarification and Recodification, and other recently issued SSARS*Peer review and other audit quality issues*Other important A&A practice matters
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Financial Reporting Update for Tax Practitioners (Self-Study) (23SS-0047)23SS-0047 | *Recent standard setting and consulting activities at the FASB*Proposed updates to income tax accounting and financial statement disclosures*Tax basis financial statements*Recently issued Statements on Auditing Standards and other audit related hot topics*SSARS No. 21, Clarification and Recodification, and other recently issued and proposed SSARS
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Financial Reporting Update for Tax Practitioners (Self-Study) (23SS-0048)23SS-0048 | *ASC 740 considerations related to the CARES Act*Recent standard setting and consulting activities at the FASB*Proposed updates to income tax accounting and financial statement disclosures*Tax basis financial statements*Recently issued Statements on Auditing Standards and other audit-related hot topics*SSARS No. 21, Clarification and Recodification, and other recently issued and proposed SSARS
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Accounting Changes and Error Corrections (Self-Study) (23SS-0049)23SS-0049 | *FASB ASC Topic No 250, Accounting Changes and Error Corrections*Accounting changesand error corrections taking the shape of: Changes in accounting principle; Changes in accounting estimates; Changes in reporting entity
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Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Self-Study) (23SS-0050)23SS-0050 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Financial accounting and reporting considerations related to Going Concern*Recently issued SASs and other AICPA activity*SSARS No. 21, Clarification and Recodification and other recently issued SSARS*Peer review and other audit quality issues*Other important A&A practice matters
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Self-Study) (23SS-0051)23SS-0051 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Financial accounting and reporting considerations related to Going Concern*Recently issued SASs and other AICPA activity*SSARS No. 21, Clarification and Recodification and other recently issued SSARS*Peer review and other audit quality issues*Other important A&A practice matters
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Limited Liability Companies: Losses, Liquidations, Terminations, Continuations, and Sales (Self-Study) (23SS-0052)23SS-0052 | *Coverage of the Inflation Reduction Act of 2022*When are distributions taxable?*Miscellaneous issues, including the critical difference between Section736(a) and Section736(b) payments*Sales of an LLC interest -- holding period and hot asset issues*
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (23SS-0053)23SS-0053 | *Coverage of the Inflation Reduction Act of 2022*Single-member limited liability companies as an alternative to subsidiaries*Cancellation of indebtedness: rules and regulations*How the IRS views members or partners for Social Security purposes*Special problems when forming an LLC*Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting "bottom dollar" guarantees*Distributions: is it just a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions*Death or retirement of a member or partner -- Understanding the alternatives*Step-up in basis issues -- How to make the computations and elections*Property transactions between the LLC/LLP and its members or partners -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible? See, in particular, TCJA and CARES override*Material participation rules for LLC members and limited partners: how they affect passive loss issues*Continuation and termination of an LLC/partnership in the context of a merger or acquisition*Sales of an LLC Interest -- holding period, and hot asset issues*Impact of the tax on investment income on the sale of an interest in a partnership or LLC*Repeal of technical termination of partnership provision
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Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (23SS-0054)23SS-0054 | *Coverage of the Inflation Reduction Act of 2022*Single-member limited liability companies as an alternative to subsidiaries*Cancellation of indebtedness: rules and regulations*How the IRS views members or partners for Social Security purposes*Special problems when forming an LLC*Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting "bottom dollar" guarantees*Distributions: is it just a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions*Death or retirement of a member or partner -- Understanding the alternatives*Step-up in basis issues -- How to make the computations and elections*Property transactions between the LLC/LLP and its members or partners -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible? See, in particular, TCJA and CARES override*Material participation rules for LLC members and limited partners: how they affect passive loss issues*Continuation and termination of an LLC/partnership in the context of a merger or acquisition*Sales of an LLC Interest -- holding period, and hot asset issues*Impact of the tax on investment income on the sale of an interest in a partnership or LLC*Repeal of technical termination of partnership provision
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Advanced Critical Tax Issues for S Corporations (Self-Study) (23SS-0055)23SS-0055 | *Coverage of the Inflation Reduction Act of 2022*Final regulations on "eligible terminated S corporations" (ETSCs)*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, including IRS efforts to address underreporing of S corporation officer compensation*Use of redemptions: still some advantages*Planning for the liquidation of an S corporation*Tax issues for family ownership of S corporation stock*Impact of the tax on net investment income on sales of S corporation stock*Stock basis: Loss limitations, AAA, and distribution issues in depth*Debt basis: what the regulations on back-to-back loans mean to investors*Estate planning for S corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance*Built-in gains: the 5-year recognition period*S corporation structuring: one class of stock*Methods of accounting*Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates
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Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
Surgent's Advanced Critical Tax Issues for S Corporations (Self-Study) (23SS-0056)23SS-0056 | *Coverage of the Inflation Reduction Act of 2022*Final regulations on "eligible terminated S corporations" (ETSCs)*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, including IRS efforts to address underreporing of S corporation officer compensation*Use of redemptions: still some advantages*Planning for the liquidation of an S corporation*Tax issues for family ownership of S corporation stock*Impact of the tax on net investment income on sales of S corporation stock*Stock basis: Loss limitations, AAA, and distribution issues in depth*Debt basis: what the regulations on back-to-back loans mean to investors*Estate planning for S corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance*Built-in gains: the 5-year recognition period*S corporation structuring: one class of stock*Methods of accounting*Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Annual Accounting Update (Self-Study) (23SS-0057)23SS-0057 | *Private company standard setting activities*FASB Accounting Standards Updates*Revenue recognition*Leases*Credit losses
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Inflation Reduction Act's Changes to Auto and Energy-Related Tax Credits (Self-Study) (23SS-0058)23SS-0058 | *The Energy-Efficient Home Improvement Credit*Residential Clean Energy Credit*The Alternative Fuel Vehicle Refueling Property Credit*Comparison of Section 25C and Section 25D credits*Changes to the Section 179D deduction*Prevailing wage and apprenticeship requirements*The new Energy Efficient Home Credit*The Clean Vehicle Credit*The Previously Owned Clean Vehicle Credit*The Qualified Commercial Clean Vehicle Credit*Application of written binding contracts*Transfers of certain credits to an unrelated transferee*Increase in Research Credit against payroll tax for small businesses*What special rules apply to auto credits purchased after enactment*How a purchaser of an energy-efficient auto claims the credit*Transition rule for vehicles purchased before August 16, 2022
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Data Analytics for Accountants and Financial Managers (Self-Study) (23SS-0059)23SS-0059 | *Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples*Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources*Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation*Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results*Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration*Lists of readings and next-level software for a participant's future reference
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Accounting for Guarantees (Self-Study) (23SS-0060)23SS-0060 | *Overview of the accounting related to guarantees*Review of the reporting related to guarantees*Examination of the disclosure requirements related to guarantees
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Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Going Concern Considerations in the COVID-19 Environment (Self-Study) (23SS-0061)23SS-0061 | *FASB guidance in ASC 205-40 regarding required disclosures when substantial doubt about an entity's ability to continue as a going concern exists*Sample disclosures under ASC 205-40*Accountant's reporting considerations when substantial doubt exists
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Going Concern Accounting and Reporting Considerations (Self-Study) (23SS-0062)23SS-0062 | *Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15*Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty*The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services*New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty?
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's AICPA Update (Self-Study) (23SS-0063)23SS-0063 | *New SAS Nos. 142--145*AICPA Code of Professional Conduct Updates*AICPA's proposed Statements on Quality Management Standards
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Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Section 199A: Applications and Challenges (Self-Study) (23SS-0064)23SS-0064 | *The latest guidance from the IRS provided through regulations or administrative announcements*Taxpayers that own multiple entities; aggregation rules*Calculating qualified business income*The latest guidance on specified trades or businesses*Taxable income limits on specified service trades or businesses*Maximizing the 20 percent deduction for pass-through entities and Schedule Cs*Accounting for negative QBI*Whether particular tax entities offer a greater Section199A deduction*Whether the owner of a Schedule E with net rental income can claim the Section199A deduction
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Artificial Intelligence for Accounting and Finance Professionals (Self-Study) (23SS-0065)23SS-0065 | *What is artificial intelligence?*What are the different forms of artificial intelligence?*The difference between artificial intelligence and machine learning*The types of problems artificial intelligence can solve*The role of algorithms*How artificial intelligence will affect accounting and finance careers*Data governance, security, and privacy*How accounting firms are using AI today*The role of artificial intelligence in asset management
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Mastering Accounting for Income Taxes (Self-Study) (23SS-0066)23SS-0066 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Mastering Accounting for Income Taxes (Self-Study) (23SS-0067)23SS-0067 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (23SS-0068)23SS-0068 | *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 fraud considerations in auditing not-for-profit entities*Audit procedures to become comfortable with management's recording and reporting of contributions and promises to give*Auditing a not-for-profit entity's transition from natural to functional expenses*Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections, and split-interest agreements*Considerations related to Yellow Book and single audits
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (23SS-0069)23SS-0069 | *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 fraud considerations in auditing not-for-profit entities*Audit procedures to become comfortable with management's recording and reporting of contributions and promises to give*Auditing a not-for-profit entity's transition from natural to functional expenses*Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections, and split-interest agreements*Considerations related to Yellow Book and single audits
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Accounting Principle Changes (Self-Study) (23SS-0070)23SS-0070 | *An overview of the accounting requirements with respect to accounting principle changes*Accounting changes that can take the shape of changes in accounting principle, changes in accounting estimates, and changes in reporting entity*The ASUs that have affected ASC topics over the last few years
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Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under Section 754 and Related Provisions (Self-Study) (23SS-0071)23SS-0071 | *Identifying when an election to adjust basis will be available*Determining when the basis adjustment must be made or may be made without an election*Learning how to make the calculations to determine a step-up and allocate that step-up among partnership assets *
Examining practical examples dealing with a sale of a partnership interest and the effects of Section734(b)*Exploring the alternatives to electing a basis adjustment*Understanding a distribution of property and when an inside basis adjustment can be considered*Studying examples dealing with sale of assets vs. sale of partnership interests and issues with hot assets*Finding 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
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Anatomy of a Ransomware Event and Incident Response (Self-Study) (23SS-0072)23SS-0072 | *What is ransomware?*The growing threat of ransomware -- statistics*Remote working and COVID-19*Ransomware infection process*Incident response protocol*Business considerations*Legal considerations*Breach notification obligations*Steps to protect against malware*Tabletop exercise
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Annual Auditing Update (Self-Study) (23SS-0073)23SS-0073 | *AICPA hot topics and standard setting initiatives*Discussion of new standard on audit evidence, SAS 142, effective for years ended December 31, 2022*Discussion of new standards on auditing accounting estimates, use of specialists, and the risk assessment process, SASs 143--145, effective for years ended December 31, 2023*Recent updates to the AICPA's Code of Professional Conduct*Recently issued or proposed updates to other AICPA professional guidance |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Business Combinations: U.S. GAAP vs. IFRS (Self-Study) (23SS-0074)23SS-0074 | *Determining the acquisition date*Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree*Acquisition of contingencies*Noncontrolling interests*Recognizing and measuring goodwill or gain from a bargain purchase*Measurement period adjustments
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Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's S Corporation, Partnership, and LLC Tax Update (Self-Study) (23SS-0075)23SS-0075 | *Coverage of The SECURE 2.0 (j) considerations in 2022*Accounting method reform*A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (Self-Study) (23SS-0076)23SS-0076 | *Coverage of The SECURE 2.0 (Hurricane Ian)*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Overview of the economics and tax consequences of crowdfunding campaigns*The Centralized Audit Regime*Selected Practice and Reporting Issues: What's new?*A review of recent cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Choice of entity issues*Partnership Agreements - qualified income offset and unlimited deficit restoration clauses*Employee vs independent contractor considerations that companies should be aware of, including the new DOL proposed rulemaking*A review of like-kind exchange transactions under Section1031*IRC Section163(j) considerations in 2022*State and local taxes: pass-through entity workarounds*Carried interest*Accounting method reform*Special basis adjustments, including comprehensive examples*Impact of the net investment income tax on the owners of pass-through entities*Review of the most important business tax cases, revenue rulings, PLRs, etc.*
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Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (Self-Study) (23SS-0077)23SS-0077 | *Coverage of The SECURE 2.0 (Hurricane Ian)*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Overview of the economics and tax consequences of crowdfunding campaigns*The Centralized Audit Regime*Selected Practice and Reporting Issues: What's new?*A review of recent cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Choice of entity issues*Partnership Agreements - qualified income offset and unlimited deficit restoration clauses*Employee vs independent contractor considerations that companies should be aware of, including the new DOL proposed rulemaking*A review of like-kind exchange transactions under Section1031*IRC Section163(j) considerations in 2022*State and local taxes: pass-through entity workarounds*Carried interest*Accounting method reform*Special basis adjustments, including comprehensive examples*Impact of the net investment income tax on the owners of pass-through entities*Review of the most important business tax cases, revenue rulings, PLRs, etc.*
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Business Development for Accounting and Other Professionals (Self-Study) (23SS-0078)23SS-0078 | *Marketing plans and how they provide direction and strategy for business growth*Fundamentals of an effective website*The growing importance of social media*Strategies for obtaining and cultivating referral sources*The benefits and challenges of networking organizations*Creating a niche in saturated industries*Using online publishing to meet your growth objectives
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Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Business Development: Referral Rally (Self-Study) (23SS-0079)23SS-0079 | *Networking organizations*Obtaining referral sources
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Self-Study | | Downloadable PDF | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Business Development: Time Management (Self-Study) (23SS-0080)23SS-0080 | *Managing interruptions*The role of to-do lists*Creating an effective time management plan*Staying on track of your time management plan*Blocking out time
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Self-Study | | Downloadable PDF | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Federal Tax Update (Self-Study) (23SS-0081)23SS-0081 | *Coverage of The SECURE 2.0 (Hurricane Ian)*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Donor Advised Funds*Residency and Domicile*Selling a Principal Residence, including planning strategies*A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS scrutiny*Implications of proposed legislation for both individuals and businesses*How the Code affects tax planning for individuals and businesses
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Federal Tax Update (Self-Study) (23SS-0082)23SS-0082 | *Coverage of The SECURE 2.0 (Hurricane Ian)*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Donor Advised Funds*Residency and Domicile*Selling a Principal Residence, including planning strategies*A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS scrutiny*Implications of proposed legislation for both individuals and businesses*How the Code affects tax planning for individuals and businesses
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Self-Study) (23SS-0083)23SS-0083 | *Coverage of The SECURE 2.0 (Hurricane Ian)*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Donor Advised Funds*Residency and Domicile*Selling a principal residence, including tax planning strategies*TheSECURE Act 2022 Proposed Regulations*2022 Changes to Section163(j) and Section174 Research and Experimental Expenditures*The Independent Contractor vs. (m) Executive Compensation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
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Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (Self-Study) (23SS-0084)23SS-0084 | *Coverage of The SECURE 2.0 (Hurricane Ian)*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Donor Advised Funds*Residency and Domicile*Selling a principal residence, including tax planning strategies*TheSECURE Act 2022 Proposed Regulations*2022 Changes to Section163(j) and Section174 Research and Experimental Expenditures*The Independent Contractor vs. (m) Executive Compensation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Individual Income Tax Update (Self-Study) (23SS-0085)23SS-0085 | *Comprehensive coverage of the Inflation Reduction Act of 2022*Timely coverage of breaking tax legislation*Donor Advised Funds*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Residency and domicile*Selling a principal residence, including tax planning strategies*The SECURE Act 2022 Proposed Regulations*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas*Employee vs. Independent Contractor classification considerations - New DOL proposed rulemaking
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Self-Study) (23SS-0086)23SS-0086 | *Coverage of The SECURE 2.0 (Hurricane Ian)*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Donor Advised Funds*Residency and Domicile*Selling a principal residence, including tax planning strategies*A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS scrutiny*The SECURE Act 2022 Proposed Regulations*Real Estate professional requirements*The Independent Contractor vs. Employee Conundrum continues - New DOL proposed rulemaking*State of the IRS - plans to reduce the backlog of returns due to COVID-19*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
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Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Self-Study) (23SS-0087)23SS-0087 | *Coverage of The SECURE 2.0 (Hurricane Ian)*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Donor Advised Funds*Residency and Domicile*Selling a principal residence, including tax planning strategies*A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS scrutiny*The SECURE Act 2022 Proposed Regulations*Real Estate professional requirements*The Independent Contractor vs. Employee Conundrum continues - New DOL proposed rulemaking*State of the IRS - plans to reduce the backlog of returns due to COVID-19*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Self-Study) (23SS-0088)23SS-0088 | *Commencement of a bankruptcy proceeding*Protections provided to debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7, 11, and 13 bankruptcy cases*The bankruptcy discharge*Proofs of claim*Plans of reorganization*Litigation that can arise during bankruptcy*Creditor committees*Bankruptcy trustees*Avoidable preferences and fraudulent transfers*Special rights afforded to landlords and secured creditors
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Self-Study) (23SS-0089)23SS-0089 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Self-Study) (23SS-0090)23SS-0090 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Bank Relationships in the COVID-19 Era (Self-Study) (23SS-0091)23SS-0091 | *How banks make loan decisions, the old and the new ways*Predicting bank rates and other changes*Bank legislation and the effects on banks*Bank portfolio quality*Changing in bank operations due to COVID-19
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Top Business Tax Planning Strategies (Self-Study) (23SS-0092)23SS-0092 | *Brief outline of the new Alternative Minimum Tax and the 1% tax on corporate stock buybacks*Increase in the research credit*Extension of the Section 461(l) loss limitation*Discussion of the unchanged rules relating to carried interest*The IRA's two-tier "base" rate and "increased" rate structure for renewable energy tax credits*Credit for purchasing a qualified commercial clean vehicle*Restrictions imposed on Electric Vehicle Manufacturers*Section 179(d): changes relating to the energy-efficient commercial building deduction*Section 45(l): changes relating to the energy efficient home credit*Transferring energy credits for auto purchases to dealers*Purchase/sale of credits*Expansion of subsidies for climate-friendly agriculture*Changes to bonus depreciation after 2022
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Key Partnership and S Corporation Tax Planning Strategies (Self-Study) (23SS-0093)23SS-0093 | *Coverage of the Inflation Reduction Act of 2022*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*At-risk and passive activity loss considerations*Basis planning*Related party transactions: making them work*Income splitting and shifting with family can create considerable benefits |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Key Partnership and S Corporation Tax Planning Strategies (Self-Study) (23SS-0094)23SS-0094 | *Coverage of the Inflation Reduction Act of 2022*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*At-risk and passive activity loss considerations*Basis planning*Related party transactions: making them work*Income splitting and shifting with family can create considerable benefits |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Basics of the Valuation of a Closely Held Business (Self-Study) (23SS-0095)23SS-0095 | *When a valuation in a closely held business would be needed*Governing bodies, training, and certifications in the profession*Standards and premises of value*The basic approaches and methodologies used to value a business: income, market, and asset approaches*Rules of thumb/industry valuation multiples: usefulness and limitations*Discounts for lack of control and marketability*The COVID-19 pandemic's impact on business valuation*Common mistakes found in the application of business valuation approaches*How the accountant can help during and after the valuation process
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (Self-Study) (23SS-0096)23SS-0096 | *Details on CAS: new services or rebranding?*Review the value of timely accurate automated accounting*Review the three levels of service*Discuss technology options*Assess your client base for who would benefit most from CAS*Staffing requirements for CAS*The value of servicing a niche
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Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's The Post COVID-19 Business: Financial and Operational Lessons Learned (Self-Study) (23SS-0097)23SS-0097 | *How to conduct a review of what worked and what didn't work*Recognize the need for agility and how to achieve it*The need for better liquidity management*Review both customers and the supply chain*Take another look at risk management*How have employee relations shifted?*Managing working from home
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Self-Study) (23SS-0098)23SS-0098 | *Why customer service is not just having nice people; it is truly serving the customer*Analysis of the value of the customer to compare it to various costs creating an ROI*How to develop a compliance program that adds value to the customer*A hard look at several companies and industries that have mastered the dual objectives*How COVID-19 has affected compliance and customer service
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Self-Study) (23SS-0099)23SS-0099 | *Why customer service is not just having nice people; it is truly serving the customer*Analysis of the value of the customer to compare it to various costs creating an ROI*How to develop a compliance program that adds value to the customer*A hard look at several companies and industries that have mastered the dual objectives*How COVID-19 has affected compliance and customer service
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Self-Study) (23SS-0100)23SS-0100 | *Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Understanding Cryptocurrency (Self-Study) (23SS-0101)23SS-0101 | *Introduction to cryptocurrency and key terms*Chronology of cryptocurrency*Virtual currency taxation*Information on any updated guidance
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Choosing the Right Business Entity (Self-Study) (23SS-0102)23SS-0102 | *Why businesses operate as C corporations*Why businesses operate as pass-through entities*Converting to a C corporation in 2022*How and why to adopt S corporation status*Tax and business situations that impact entity selection
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Microsoft Excel 2016: Creating and Formatting Charts (Self-Study) (23SS-0103)23SS-0103 | *Identify chart elements*Select an embedded Pie chart using Recommended Charts; select formatting options for the chart*Select a Clustered Column chart using the Quick Analysis feature; select formatting options for the chart*Recognize how to preview and print charts*Select methods to change the chart type and subtype*Identify how to apply a predefined chart layout and chart style*Recognize ways to add, select, and format individual chart elements*Select methods to add and remove data and change data orientation*Select Line with Markers, Stacked Area, exploded 3-D Pie, Pie of Pie, and Clustered Column-Line on Secondary Axis, Treemap, Sunburst, and Waterfall charts; identify ways to format the charts*Recognize a Sparklines chart; identify formatting options for the chart*Identify ways to insert and format a picture and draw and format a shape on a chart
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Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection (Self-Study) (23SS-0104)23SS-0104 | *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*The Dark Web
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's The Most Critical Challenges in Governmental Accounting Today (Self-Study) (23SS-0105)23SS-0105 | *Lessons learned (and lessons remaining) from the implementation of GASB No. 87, Leases*How governments can prepare for and implement GASB No. 96, Subscription-Based Information Technology Arrangements*Additional recently issued GASB standards
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Most Critical Challenges in Governmental Accounting Today (Self-Study) (23SS-0106)23SS-0106 | *Lessons learned (and lessons remaining) from the implementation of GASB No. 87, Leases*How governments can prepare for and implement GASB No. 96, Subscription-Based Information Technology Arrangements*Additional recently issued GASB standards
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Complete Guide to Liquidation of Business Entities (Self-Study) (23SS-0107)23SS-0107 | *Impact of recent legislation*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
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Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (23SS-0108)23SS-0108 | *Coverage of the Inflation Reduction Act of 2022*Payroll tax requirements for wages, including wages subject to the (k) and pension distributions*The Electronic Federal Tax Payment System (EFTPS)*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and Form 940*Understanding payroll tax responsibilities in the gig economy
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Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (23SS-0109)23SS-0109 | *Coverage of the Inflation Reduction Act of 2022*Payroll tax requirements for wages, including wages subject to the (k) and pension distributions*The Electronic Federal Tax Payment System (EFTPS)*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and Form 940*Understanding payroll tax responsibilities in the gig economy
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's A Complete Guide to the Yellow Book (Self-Study) (23SS-0110)23SS-0110 | *When is the auditor required to follow the Yellow Book (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's A Complete Guide to the Yellow Book (Self-Study) (23SS-0111)23SS-0111 | *When is the auditor required to follow the Yellow Book (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis (Self-Study) (23SS-0112)23SS-0112 | *An introduction to special purpose frameworks*Authoritative and non-authoritative guidance used to prepare SPF financial statements*Common issues in preparing SPF financial statements*Cash basis and modified cash basis financial statements*Income tax basis financial statements*The AICPA's new special purpose framework -- FRF for SMEs
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Self-Study) (23SS-0113)23SS-0113 | *Preparing for the implementation of the new requirements related to contributions of nonfinancial assets (i.e., ASU No. 2020-07)*Developing a deeper understanding of the requirements in FASB ASC 842, Leases, and how not-for-profit entities will implement the standard*Additional issues in not-for-profit financial reporting
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Self-Study) (23SS-0114)23SS-0114 | *Preparing for the implementation of the new requirements related to contributions of nonfinancial assets (i.e., ASU No. 2020-07)*Developing a deeper understanding of the requirements in FASB ASC 842, Leases, and how not-for-profit entities will implement the standard*Additional issues in not-for-profit financial reporting
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Controllership Skills Update: Current Survival Skills (Self-Study) (23SS-0115)23SS-0115 | *Changing Role of Financial Professionals*Priorities*Change in mission*Valued-added actions*Strategic Measurements*Common errors and guidelines for improvement*Balanced scorecard*Strategy development and implementation*Budgeting basics and next steps*Risk Management*Recent lessons, including Black Swan events*Defining Enterprise Risk Management (ERM)*Implementation*Developing a Financial Leadership Pipeline*Changing employment environment* Retaining the right employees*Compensation*Hiring process*Capital Projects*Types of projects*Factors affecting capacity*Valuation techniques*Cash management*M&A Activity*Current environment*Controller's role*Strategic questions*Sample transactions*Due diligence*Implementation*Introducing Improvements/Innovation*Getting started*Establishing an environment*Potential first projects*Organizational structure* |
Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Controllership Skills Update: Budgeting, Forecasting, and Big Data (Self-Study) (23SS-0116)23SS-0116 | *Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques*Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements*Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements*Big data: definition, challenges, goals, current uses/examples, sources of information*Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards
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Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances (Self-Study) (23SS-0117)23SS-0117 | *Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators*Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations*Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don'ts*Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Construction Contractors: Critical Accounting, Auditing, and Tax Issues (Self-Study) (23SS-0118)23SS-0118 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The new Revenue Recognition Standard and its impact on the construction industry*Unique audit and review issues with construction contractors*The unique relationship between the contractor and the surety*Tax compliance issues facing construction contractors*Tax opportunities created by the Inflation Reduction Act of 2022*Going concern disclosures and their importance to the construction industry*The new lease FASB ASC and its impact on the construction industry
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Controllership Skills Update: Risk Management (Self-Study) (23SS-0119)23SS-0119 | *Rethinking Risk Management*Historic view*Challenges*Rules*Recent lessons*Required skills*Sources of Risk*Economy*Competitors*Operations*Investments*Strategy*Compensation*Routine practices*Unethical behavior (ERM)*Defining ERM*Areas of focus*Implementation*Planning for disasters*Business continuity*Contingencies*Analytical Tools*Post-completion evaluations*Simulation*Z-score*Hedging*Brainstorming*Mind mapping*Delphi technique |
Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Service Organization Control Reports: A User Auditor View (Self-Study) (23SS-0120)23SS-0120 | *Types of SOC reports*Uses of SOC reports by user auditors*Characteristics of SOC reports*Format of a SOC1 report*Using a SOC1 report on a financial statement audit
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Fraud Environment (Self-Study) (23SS-0121)23SS-0121 | *Statistics compiled by the ACFE related to fraud*Professional responsibilities to identity, respond to and report fraudulent activity*The current fraud landscape, including who commits fraud, how and why they commit it and how they are detected
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Technology Trends and Risks of Interest to CPAs (Self-Study) (23SS-0122)23SS-0122 | *Data-driven decision making processes*Top technology trends and related risks, including cloud computing, AI, RPA, and blockchain applications*Common IT security risks and controls*Requirements of SAS 142*Use of analytical procedures on professional engagements
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Audit Quality and Peer Review Update (Self-Study) (23SS-0123)23SS-0123 | *AICPA's Enhancing Audit Quality initiative*Feedback from peer reviews, including areas driving deficiencies in audit*Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Capital Planning in Light of COVID-19 (Self-Study) (23SS-0124)23SS-0124 | *Formal and informal capital planning systems*Capital expenditure and nimbleness*Why a low average cost is not necessarily the best measurement*Looking at capital expenditure in light of bank requirements*Exempting certain assets from the need for analysis*Exploring the best way of project and capital analysis
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Introducing Partner Capital Account Reporting (Self-Study) (23SS-0125)23SS-0125 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account for 2021*Beginning capital account for partnerships and partners consistently reporting on the tax basis
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (Self-Study) (23SS-0126)23SS-0126 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters*Going concern reporting implications on SSARS engagements due to COVID-19 and other issues |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (Self-Study) (23SS-0127)23SS-0127 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters*Going concern reporting implications on SSARS engagements due to COVID-19 and other issues |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Corporate Bankruptcy Basics: Understanding the Reorganization and Liquidation Process (Self-Study) (23SS-0128)23SS-0128 | *Commencement of a corporate bankruptcy proceeding*Protections provided to Chapter 11 and 7 debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7 and 11 bankruptcy cases*How a debtor liquidates under Chapter 7*Proofs of claim*Chapter 11 plans of reorganization*Litigation that can arise during bankruptcy*Creditor committees*Bankruptcy trustees*Avoidable preferences and fraudulent transfers*Special rights afforded to landlords and secured creditors
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Crowdfunding: A General Overview (Self-Study) (23SS-0129)23SS-0129 | *How crowdfunding works*The different types of crowdfunding programs*Popular crowdfunding platforms*Strategies for building a crowdfunding community*Creating a crowdfunding campaign*Running a crowdfunding campaign
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Compilation and Review Overview (Self-Study) (23SS-0130)23SS-0130 | *Objectives of financial statement preparation, compilation, and review engagements*SSARS No. 21, Clarification and Recodification*Components and characteristics of financial statement preparation, compilation, and review engagements*Accepting and planning financial statement preparation, compilation, and review engagements*Overview of SSARS No. 22--25
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Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Guide and Update to Compilations, Reviews, and Preparations (Self-Study) (23SS-0131)23SS-0131 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 22, Compilation of Pro Forma Financial Information*Comprehensive sample engagement work programs for every level of SSARS No. 21 service*Complete illustrations of engagement letters, management representation letter, reporting and other required communications for every level of SSARS No. 21 service*Quality issues related to SSARS No. 21 engagements*Proposed changes to the SSARS
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Guide and Update to Compilations, Reviews, and Preparations (Self-Study) (23SS-0132)23SS-0132 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 22, Compilation of Pro Forma Financial Information*Comprehensive sample engagement work programs for every level of SSARS No. 21 service*Complete illustrations of engagement letters, management representation letter, reporting and other required communications for every level of SSARS No. 21 service*Quality issues related to SSARS No. 21 engagements*Proposed changes to the SSARS
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Bankruptcy Basics: Understanding the Consumer Bankruptcy Process (Self-Study) (23SS-0133)23SS-0133 | *Commencement of a bankruptcy proceeding*Protections provided to debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7, 11, and 13 bankruptcy cases*The bankruptcy discharge*Proofs of claim*Bankruptcy trustees*Special rights afforded to secured creditors
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Self-Study) (23SS-0134)23SS-0134 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Self-Study) (23SS-0135)23SS-0135 | *Overall landscape of the construction industry, including the impact of COVID-19 on the construction industry*GAAP and recent changes affecting the construction industry*The new Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The new lease FASB ASC and its impact on the construction industry
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Self-Study) (23SS-0136)23SS-0136 | *Overall landscape of the construction industry, including the impact of COVID-19 on the construction industry*GAAP and recent changes affecting the construction industry*The new Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The new lease FASB ASC and its impact on the construction industry
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Visualizations and Reporting (Self-Study) (23SS-0137)23SS-0137 | *Visualization tools in Excel (camera, slicers, and timelines)*Data view- why it went away*Next steps in data analytics journey
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Data Extraction and Data Sources (Self-Study) (23SS-0138)23SS-0138 | *Introduction to a Data Analytics Workflow (will be re-introduced in final class to bring all concepts together)*Overview of various definitions of data analytics*Data analytics needs multiple sources of data*Introduction to Power Query (Get & Transform)- on data tab in Excel*Exercise- connecting to various Data Sources*Importing Excel workbook into Power Query*Connecting to a website in Power Query |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Data Preparation Using Get and Transform (Self-Study) (23SS-0139)23SS-0139 | *An ETL tool- Extract Transform and Load*How Power Query ups your game in data analytics*Interface components of Power Query*Column level and table actions*Power Query is a sequential macro recorder*What is M Code?*Exercise- cleaning and transforming a general ledger
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing (Self-Study) (23SS-0140)23SS-0140 | *Named ranges- how they help in creating formulas*Naming conventions and why they are important*What you need to know to master formulas*How to audit your formulas to limit errors*Exercises- formulas*Named ranges*How to enter a formula- best practices to improve skill levels |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Excel Tables (Self-Study) (23SS-0141)23SS-0141 | *Creating a table*Parts to a table*Benefits of an Excel table*Structured references*How it helps to create formulas*Formulas are column based not cell based*Tables are data sources for Power Query*Exercises- tables*Creating a table*Resizing a table*Removing duplicates*Descriptive Statistics using the Total Row*Inserting a slicer*Creating formulas using structured references |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: PivotTables (Self-Study) (23SS-0142)23SS-0142 | *Fields in a PivotTable*Benefits of PivotTable*Contextual tabs for a PivotTable*Field setting dialog box*Value field setting dialog box*Pivot table options*Exercises- PivotTables*Creating a PivotTable*Grouping by date*Sorting a PivotTable*Filtering a PivotTable*Calculations in a PivotTable*Slicers and timelines*Introduces OLAP (Online Analytical Processing) pivot tables in Power Pivot |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Data Modeling (Self-Study) (23SS-0143)23SS-0143 | *How to join tables using VLOOKUP*Power Query- append queries and merge queries*Power Pivot- Creating a relationship via diagram view*Types of relationships*Data integrity*Normalization*Facts vs dimension tables*Exercises- data modeling*VLOOKUP and index match formula*Appending data in Power Query*Merging data in Power Query*Connection only queries*Creating a relationship in Power Pivot* |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Calculated Columns and Dimensions (Self-Study) (23SS-0144)23SS-0144 | *Where can you create a calculated column?*Understanding evaluation context- row and filter context*When does evaluation of the formula occur (before, as, or after the data is loaded?)*Understanding storage requirements of calculated columns*Understanding the analytical data model of the Star Schema*Dimensions*Facts*Exercises- calculated columns*Adding a calculated column in a table in Excel*Creating a dimension table in Power Query*Creating a hierarchy in Excel with calculated columns*Adding a calculated column in Power Query*JE testing with calculated columns*Other test- opening balances |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Advanced Formulas - Array Formulas and DAX Formulas (Self-Study) (23SS-0145)23SS-0145 | *Key to understanding array formulas is Implicit Intersection*How to enter and evaluate an array formula*Examples- array and DAX formulas*Array formulas- Implicit Intersection*Understanding DAX formulas*Calculated columns and measures*Evaluation context*Context transition*Implicit vs explicit measures*Examples- DAX formulas*Creating a calculated column in Power Pivot |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Readiness Series: Artificial Intelligence - Basic Concepts in Excel (Self-Study) (23SS-0146)23SS-0146 | *Understanding difference between supervised and unsupervised learning*Formulas in Excel (Correl and Trend and Forecast)*Linear regression*What is artificial intelligence?*Examples- artificial intelligence*Forecast function*Trend function*Regression in Excel with the data analysis ToolPak*Creating a prediction model |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Analytics Toolkit: Tools and Applications (Self-Study) (23SS-0147)23SS-0147 | *Definition of Data Analytics*Assessing your organization's current status and establishing an environment for success*Financial staff's core activities*Common uses of analytics and current examples*Behavioral forces that impact decisions*Examples of inaccurate forecasts*Identifying strategic measurements (KPIs)*Improving budgeting and forecasting and addressing Black Swan events*Collecting and using data from traditional and non-traditional data sources*Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation*Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique*Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards)*Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration*Expanded lists of readings and next level software for a participants' future reference
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Establishing State Residency and Saving Your Clients Money (Self-Study) (23SS-0148)23SS-0148 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions*Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Self-Study) (23SS-0149)23SS-0149 | *Bonus depreciation for acquisitions and construction*History of qualified property categories and QIP*The CARES Act and related Rev. Procs.*Section 179 expensing*Energy incentives*The tangible property regulations*1031 exchanges*Strategic hierarchy
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (23SS-0150)23SS-0150 | *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
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (23SS-0151)23SS-0151 | *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
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Disclosure Requirements for SEC Form 8-K (Self-Study) (23SS-0152)23SS-0152 | *The overall purpose of the Form 8-K*Triggering events for filing the Form 8-K*Filing deadline for the Form 8-K
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Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Disclosures of Risks and Uncertainties (Self-Study) (23SS-0153)23SS-0153 | *Recall the general disclosure requirements relating to risks and uncertainties*Be aware of the additional disclosure requirements required by Regulation S-K for public business entities that file reports with the SEC
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Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Self-Study) (23SS-0154)23SS-0154 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Ethical Considerations for CPAs (Self-Study) (23SS-0155)23SS-0155 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Ethics for Tax Professionals (Self-Study) (23SS-0156)23SS-0156 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records?
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Food, Beverage, and Entertainment Expensing (Self-Study) (23SS-0157)23SS-0157 | *IRS rules relating to the nondeductibility of activities considered entertainment or amusement*What constitutes entertainment for tax purposes?*When are meals deductible -- 50% and 100%?*When employers may deduct food and beverages provided to employees |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Self-Study) (23SS-0158)23SS-0158 | *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 Section530 as a defense in worker classification audits*What is "industry practice" for Section530 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
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Preparing Not-for-Profit Financial Statements (Self-Study) (23SS-0159)23SS-0159 | *Key requirements, options, and disclosures related to each of the basic financial statements*Functional and natural expense information reporting*Requirements related to reporting liquidity and availability of financial assets*ASU No. (FASB ASC 842, Leases) on not-for-profits*Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Preparing Not-for-Profit Financial Statements (Self-Study) (23SS-0160)23SS-0160 | *Key requirements, options, and disclosures related to each of the basic financial statements*Functional and natural expense information reporting*Requirements related to reporting liquidity and availability of financial assets*ASU No. (FASB ASC 842, Leases) on not-for-profits*Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Self-Study) (23SS-0161)23SS-0161 | *AICPA's Enhancing Audit Quality initiative*Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit*Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Focus on Engagement Quality: How to Avoid Deficiencies in Peer Reviews (Self-Study) (23SS-0162)23SS-0162 | *AICPA's Enhancing Audit Quality initiative*Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit*Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Issues related to compilations and reviews*Issues related to employee benefit plans*Issues related to Government Auditing Standards/Single Audits*Best practices in documentation
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Update on the AICPA's Enhancing Audit Quality Initiative (Self-Study) (23SS-0163)23SS-0163 | *Status of the AICPA's Enhancing Engagement Quality initiative*Recent Peer Review results*Common peer review findings
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Self-Study) (23SS-0164)23SS-0164 | *Overview of ERM and how it affects all organizations*What COVID-19 has taught us about risk management*Risk tolerance and developing a plan*Risk identification*Risk analysis*Risk responses*Strategy risk
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Self-Study) (23SS-0165)23SS-0165 | *Overview of ERM and how it affects all organizations*What COVID-19 has taught us about risk management*Risk tolerance and developing a plan*Risk identification*Risk analysis*Risk responses*Strategy risk
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Enterprise Risk Management for Small and Medium-Sized Companies (Self-Study) (23SS-0166)23SS-0166 | *The nature of risk in any size or type of organization*What COVID-19 has taught us about risk management*Risk tolerance and developing a risk plan*Risk identification*Risk evaluation*Risk response*Strategy risk*Financial risk*Marketing risk*Compliance and liability risk*Operational risk*Environmental risk*Cyber risk
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (23SS-0167)23SS-0167 | *Review an error-prone "staff-prepared" Form 1040 from client-provided information. Where do you start? Get to know your client and ask the questions*Several new reporting issues for the reviewer to consider, including the main credit provisions as enacted under the American Rescue Plan*What are common errors preparers make and what are the areas generating malpractice claims?*The importance of engagement letters, questionnaires, and Section7216 permission statement*Initial administrative groundwork*Identifying organizing issues in the tax return to be reviewed*Avoiding "willful blindness." Handling ethical and moral dilemmas*Efficient review of certain advanced issues for income, adjustments, deductions, and credits*Effective procedures for delinquent clients, filing past-due tax returns*First-time client issues requiring extra scrutiny*Multiple checklists of efficient procedures to identify potential issues on a 1040 return*Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients*Reconciling time pressure with thoroughness and quality control*Professionals acting professionally
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (23SS-0168)23SS-0168 | *Review an error-prone "staff-prepared" Form 1040 from client-provided information. Where do you start? Get to know your client and ask the questions*Several new reporting issues for the reviewer to consider, including the main credit provisions as enacted under the American Rescue Plan*What are common errors preparers make and what are the areas generating malpractice claims?*The importance of engagement letters, questionnaires, and Section7216 permission statement*Initial administrative groundwork*Identifying organizing issues in the tax return to be reviewed*Avoiding "willful blindness." Handling ethical and moral dilemmas*Efficient review of certain advanced issues for income, adjustments, deductions, and credits*Effective procedures for delinquent clients, filing past-due tax returns*First-time client issues requiring extra scrutiny*Multiple checklists of efficient procedures to identify potential issues on a 1040 return*Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients*Reconciling time pressure with thoroughness and quality control*Professionals acting professionally
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Microsoft Excel 2016: Getting Started (Self-Study) (23SS-0169)23SS-0169 | *Describe the Excel application and explain how it is used*Start Excel, describe the Start screen, and create a new workbook*Describe Excel window elements*Open an existing workbook*Navigate in a worksheet*Select in a worksheet*Change Excel options*Access Excel help and use Key Tips*Close a workbook and close Excel*Save a workbook*Insert, reposition, select, delete and rename worksheets*Enter, edit and format cell contents*Create formulas*Use functions*Apply Accounting and Percent Style formatting*Use Flash Fill for data entry*Show and hide worksheet elements*Undo and redo an action*Work in Normal view, Page Layout view and Page Break Preview*Set page setup options, preview, and print a worksheet
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Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
Surgent's Microsoft Excel 365 and Excel 2019: Getting Started with Excel (Self-Study) (23SS-0170)23SS-0170 | *Lesson 1:identify ways to start Excel,recognize Excel Start screen elements including the Blank Workbook template, recognize Excel window elements,select Backstage view to open an existing workbook,identify worksheet navigation methods,select worksheet cells, rows, and columns,identify and select Excel user preferences, identify ways to get help in Excel, select methods to save and close a workbook, select methods to create a new workbook, select methods to close one or more workbooks, and select methods to close Excel*Lesson 2: identify ways to insert, reposition, select, delete, and rename worksheets,recognize ways to enter, edit, and format cell contents,select ways to create formulas, identify functions, identify ways to apply Accounting and Percent Style formatting, and select Flash Fill for data entry*Lesson 3:identify ways to show and hide worksheet elements,select methods to undo and redo an action,recognize ways to switch between Normal view, Page Layout view and Page Break Preview, andselect page setup options, preview and print options
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Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (23SS-0171)23SS-0171 | *Coverage of the Inflation Reduction Act of 2022*Criteria that the IRS uses to select returns for examination*Vehicles, meals, and virtual currency considerations*Worker classification determinations on who is an employee and who is an independent contractor*S corporation officer's reasonable compensation issues*Responsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (23SS-0172)23SS-0172 | *Coverage of the Inflation Reduction Act of 2022*Criteria that the IRS uses to select returns for examination*Vehicles, meals, and virtual currency considerations*Worker classification determinations on who is an employee and who is an independent contractor*S corporation officer's reasonable compensation issues*Responsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Hot IRS Tax Examination Issues for Individuals and Businesses (Self-Study) (23SS-0173)23SS-0173 | *Coverage of the Inflation Reduction Act of 2022*Prepare now and protect yourself from new audit examinations, and what to do when there is identity theft*Schedule C and cash basis audit issues -- the IRS has gotten very tough*Vehicles, meals, virtual currency and fringe benefit considerations*Passive loss rules and real estate professional status: in-depth understanding of hot IRS audit examination areas, including the Section 199A provisions as they pertain to rental real estate*How the IRS holds persons other than an employer liable for unpaid payroll taxes -- the trust fund recovery penalty*Understanding IRS Audit Techniques Guides and Compliance Campaigns*Post-audit: the 30-day letter and the 90-day letter -- what they mean to the taxpayer
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Microsoft Excel 365/Excel 2019: Useful Functions for CPAs (Self-Study) (23SS-0174)23SS-0174 | *IRR, NPV, FV, PV, PMT, SLN, SYD, and DB Financial functions*NOW, TODAY, DATE, MONTH, DAY, YEAR, TIME, HOUR, MINUTE, SECOND, WEEKDAY, and NETWORKDAYS Date & Time functions*SUM, RAND, SQRT, and ROUND Math & Trig functions*AVERAGE, MAX, MIN, COUNT, MEDIAN, MODE.SNGL, and LARGE Statistical functions*VLOOKUP, HLOOKUP, and FORMULATEXT Lookup & Reference functions*DSUM, DCOUNT, DAVERAGE, DMIN, and DMAX Database functions*PROPER, SUBSTITUTE, and LOWER Text functions*IF, AND, and IFNA Logical functions*Using the Quick Analysis feature to quickly insert row and column totals is also discussed
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Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Everything You Want to Know and Not Know About Yellow Book Independence (Self-Study) (23SS-0175)23SS-0175 | *The Yellow Book's general requirements and application guidance related to independence*The conceptual framework used for making independence determinations*Requirements and guidance for auditors providing nonaudit services*The Yellow Book documentation requirements related to independence
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's FASB Accounting Standards Update (Self-Study) (23SS-0176)23SS-0176 | *FASB Accounting Standards Updates issued in 2020 and 2021 to date*Items on which the PCC is consulting*Projects on the FASB's Technical Agenda
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide (Self-Study) (23SS-0177)23SS-0177 | *Private company standard setting activities*FASB Accounting Standards Updates (ASUs) relevant to smaller businesses*Lease accounting implementation guidance*ASC 326, Credit Losses*Accounting for income taxes*Accounting for debt instruments
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Fraud 101: Understanding Basic Fraud Schemes (Self-Study) (23SS-0178)23SS-0178 | *Common embezzlement schemes*Common financial statement fraud schemes*Commonly missed red flags
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's How Can I Spot Fraud? A Review of Fraud Detection and Prevention Techniques (Self-Study) (23SS-0179)23SS-0179 | *Common fraud prevention strategies*Common fraud detection methods
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Why Do They Do It? The Psychology of Fraud (Self-Study) (23SS-0180)23SS-0180 | *The fraud triangle*The truth default theory*The concept of cognitive dissonance*Confirmation bias*Availability
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Lessons Learned: What a $53 Million Fraud Can Teach Us (Self-Study) (23SS-0181)23SS-0181 | *Background of the Dixon, IL fraud case*Internal control weaknesses related to the $53 million fraud*Lessons learned from this case
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The Role of the Whistle-Blower (Self-Study) (23SS-0182)23SS-0182 | *Understanding whistle-blowing*When should you blow the whistle?*Types of whistle-blower channels*The whistle-blower's dilemma*Successful whistle-blower letters*When is whistle-blowing unethical?*Laws to protect whistle-blowers*Ten whistle-blowing myths
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Self-Study) (23SS-0183)23SS-0183 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or not-for-profit
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Self-Study) (23SS-0184)23SS-0184 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or not-for-profit
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Microsoft Excel 2016: Working with Formulas and Functions (Self-Study) (23SS-0185)23SS-0185 | *Identify basic formula and function syntax*Recognize formulas pasted with relative references*Select status bar options and Sum (AutoSum) for quick calculations*Recognize formulas pasted with mixed or absolute references*Identify formula results pasted as values*Select worksheets for grouping and entering formulas*Select Formula AutoComplete to create formulas with 3-D references*Select buttons from the Function Library to insert functions in formulas*Select defined names as function arguments*Select conditional formatting to formulas' results*Recognize the Error Checking feature and the Trace Error icon; identify and correct common errors*Select the Formula Auditing tools to trace a formula's precedent and dependent cells*Identify and resolve a circular reference*Select color-coded cell borders to correct a cell reference error in a formula*Identify how to step through a nested formula*Identify how to use the Watch Window and other tools to analyze, protect, and hide formulas
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Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Proven Controls to Steer You Clear of Fraud (Self-Study) (23SS-0186)23SS-0186 | *Fraud's cost -- ACFE's Report to the Nations; Ancillary costs*Why good folks go bad --What studies indicate; Five interesting findings; Red flags*Combating fraud with controls*Fraud checklists
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Proven Controls to Steer You Clear of Fraud (Self-Study) (23SS-0187)23SS-0187 | *Fraud's cost -- ACFE's Report to the Nations; Ancillary costs*Why good folks go bad --What studies indicate; Five interesting findings; Red flags*Combating fraud with controls*Fraud checklists
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Self-Study) (23SS-0188)23SS-0188 | *Coverage of the Inflation Reduction Act of 2022*Tier 1: Basis limitations for S corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The new excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)) and a look into possible changes to the deduction in the future
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Self-Study) (23SS-0189)23SS-0189 | *Coverage of the Inflation Reduction Act of 2022*Tier 1: Basis limitations for S corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The new excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)) and a look into possible changes to the deduction in the future
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's FASB Update: New and Recent Accounting Standards Updates (Self-Study) (23SS-0190)23SS-0190 | *Recently issued FASB Accounting Standards Updates*Implementation issues related to ASC Topic 842, Leases
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Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Annual FASB Update and Review (Self-Study) (23SS-0191)23SS-0191 | *Private company standard setting activities*Recent FASB Accounting Standards Updates (ASUs)*Topic 842, Leases*Topic 326 on Impairment*Lessons learned and sustainment efforts related to Topic 606
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Annual FASB Update and Review (Self-Study) (23SS-0192)23SS-0192 | *Private company standard setting activities*Recent FASB Accounting Standards Updates (ASUs)*Topic 842, Leases*Topic 326 on Impairment*Lessons learned and sustainment efforts related to Topic 606
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Navigating the Gray: An Advanced Guide to Auditor Independence Compliance (Self-Study) (23SS-0193)23SS-0193 | *The CPA's responsibilities related to independence and objectivity*The AICPA independence rule and its interpretation*Similarities and differences between AICPA and SEC independence rules*Rules governing the performance of non-attest services for attest clients*Examples of applying the AICPA's non-attest rules*GAO and Yellow Book independence and documentation requirements*Sources for relevant independence rules and regulations
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Self-Study | | On-Demand | 4 CPE (1 tech, 3 non-tech) | 3 Ethics |
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Self-Study) (23SS-0194)23SS-0194 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Financial risk analysis*Enterprise risk management*Improving bank relationships
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Self-Study | | Downloadable PDF | 4 CPE (2 tech, 2 non-tech) | |
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (23SS-0195)23SS-0195 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including the new SASs)*Recent GASB activities directed toward state and local governments with an emphasis on the implementation of GASB No. (i.e., ASU No. 2020-07)*Developing a deeper understanding of the effects that FASB ASC 842, Leases, will have on not-for-profits
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (23SS-0196)23SS-0196 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including the new SASs)*Recent GASB activities directed toward state and local governments with an emphasis on the implementation of GASB No. (i.e., ASU No. 2020-07)*Developing a deeper understanding of the effects that FASB ASC 842, Leases, will have on not-for-profits
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's GAAP Hot Topics: What You Need to Know (Self-Study) (23SS-0197)23SS-0197 | *An overview of key accounting and reporting topics within U.S. GAAP*A discussion of accounting for business combinations, revenue recognition principles, and leasing transfers*Goodwill impairment, segment reporting, and how to account for software*Requirements related to accounting changes and error corrections
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Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (23SS-0198)23SS-0198 | *Coverage of the Inflation Reduction Act of 2022*Statutory employees, independent contractors, and possible changes to Section530 relief*Using SS-8*Payroll Tax Penalties-- Who is a responsible person?*Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates*Understanding payroll tax responsibilities in the gig economy
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (23SS-0199)23SS-0199 | *Coverage of the Inflation Reduction Act of 2022*Statutory employees, independent contractors, and possible changes to Section530 relief*Using SS-8*Payroll Tax Penalties-- Who is a responsible person?*Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates*Understanding payroll tax responsibilities in the gig economy
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Self-Study) (23SS-0200)23SS-0200 | *Financial statement disclosures for small and medium-sized businesses*Balance sheet, income statement, and statement of cash flows presentation and disclosure issues*Disclosure examples from all sized entities which you can use to base your disclosures on*Developing disclosure issues, including disclosures related to the adoption of Topic 606
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Self-Study) (23SS-0201)23SS-0201 | *Financial statement disclosures for small and medium-sized businesses*Balance sheet, income statement, and statement of cash flows presentation and disclosure issues*Disclosure examples from all sized entities which you can use to base your disclosures on*Developing disclosure issues, including disclosures related to the adoption of Topic 606
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Microsoft Word 365 and Word 2019: Getting Started (Self-Study) (23SS-0202)23SS-0202 | *Identify ways to start Word; create a new Word document; add and remove text*Identify ways to save, close, and reopen a document*Select methods to work with multiple documents, change the document view and use different methods to navigate a document*Recognize how to preview and print a document*Select and modify Word options; get help in Word*Identify ways to select text*Recognize ways to format text characters*Select cut, copy, and paste techniques*Identify ways to find and replace text and formatting*Select the proofing tools*Identify how to change page orientation and margins*Select line spacing, paragraph alignment, and paragraph indentation options*Recognize ways to create bulleted and numbered lists*Select ways to insert page numbers, headers and footers, and manual page breaks*Identify how to apply styles and how to change the document theme and style set
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Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
Surgent's The CMA's Guide to Project Management (Self-Study) (23SS-0203)23SS-0203 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization*Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations
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Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Latest Developments in Governmental Accounting and Auditing (Self-Study) (23SS-0204)23SS-0204 | *Implementing the new Yellow Book*Developing issues related to performing single audits under the OMB's Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of governments including SAS No. 134, Auditor Reporting and Amendments, Including Amendments Addressing Disclosures in the Audit of Financial Statements, and SAS 135, Omnibus Statement on Auditing Standards--2019*Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 84, Fiduciary Activities and GASB No. 87, Leases
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Goodwill Impairment Basics (Self-Study) (23SS-0205)23SS-0205 | *Goodwill impairment testing*FASB accounting and reporting requirements related to goodwill*ASC Topic 350-20*Goodwill disclosure requirements
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Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Goodwill Impairment Testing (Self-Study) (23SS-0206)23SS-0206 | *Initial recognition of goodwill*Subsequent measurement requirements including the accounting alternative allowed for certain eligible entities*Disclosure requirements for goodwill
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Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (Self-Study) (23SS-0207)23SS-0207 | *ERISA compliance: employee welfare plans and qualified plans*Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care*Health care plans: HRAs, HSAs, and other employer-sponsored plans*Qualified plan requirements: eligibility, coverage, and vesting
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's New York: Avoiding Harassment and Discrimination in the Workplace (Self-Study) (23SS-0208)23SS-0208 | *An overview of workplace harassment and discrimination laws*Clear definitions of unlawful harassment, hostile work environment, discrimination, and protected categories*An overview of sexual harassment, workplace retaliation, and both internal and external complaint procedures*Real-world examples to help employees understand the differences between unlawful harassment and lawful workplace interactions and assess whether they need to modify their workplace conduct
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Self-Study) (23SS-0209)23SS-0209 | *Employment at will--what this means in a practical sense*Implied employment contracts*What a prospective employer can ask about, and test for, during employment interviews*Federal anti-discrimination rules applicable to hiring and firing*How to fire an employee and not get sued
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Mastering Basis Issues for S Corporations, Partnerships, and LLCs (Self-Study) (23SS-0210)23SS-0210 | *Coverage of the Inflation Reduction Act of 2022*Applicable coverage of any basis considerations within any recent tax legislation enacted before the presentation*Discuss new pass-through basis calculations required as attachments to certain individual returns*Excess business losses and the NOL updates made by the CARES and Tax Relief Acts of 2020*Tax Basis Capital Account Reporting Requirements*How Section179 limitations affect basis and how the "tax-benefit" rule is applied*S corporations: Beware of final IRS regulations regarding "open debt" of S corporations; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or does not apply to certain S corporations; learn to apply the complex ordering rules and special elections that can have a big tax result; become aware of when you can have a taxable dividend in an S corporation; understand distributions of cash and property and post-termination transition rules, and temporary new TCJA post-termination rules for eligible corporations*LLCs and partnerships: Learn the detailed rules of Section704 for preventing the shifting of tax consequences among partners or members; determine how to calculate basis under both Section704 and for "at-risk" under Section465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; review Section754 step-up in basis rules; and learn how TCJA cleans up the basis treatment of charitable contributions and foreign taxes paid |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (Self-Study) (23SS-0211)23SS-0211 | *Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Pass-through basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited and joint tenancy property*Tax basis capital account reporting requirements*S corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary new TCJA post-termination rules for eligible corporations, which will be important for S Corps returning to C corps*LLCs and partnerships: Learn the detailed rules of Section704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section704 & for "at-risk" under Section465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, TCJA cleans up the basis treatment of charitable contributions and foreign taxes paid |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (Self-Study) (23SS-0212)23SS-0212 | *Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Pass-through basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited and joint tenancy property*Tax basis capital account reporting requirements*S corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary new TCJA post-termination rules for eligible corporations, which will be important for S Corps returning to C corps*LLCs and partnerships: Learn the detailed rules of Section704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section704 & for "at-risk" under Section465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, TCJA cleans up the basis treatment of charitable contributions and foreign taxes paid |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's How Not-for-Profits Account for Grants and Contracts Under ASU No. 2018-08 (Self-Study) (23SS-0213)23SS-0213 | *Evaluating whether transactions should be accounted for as contributions or as exchange transactions*Determining whether a contribution is conditional or unconditional*Become comfortable with the new barrier and right of return/right of release terminology |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Tax Aspects of Home Offices and Vacation Homes (Self-Study) (23SS-0214)23SS-0214 | *Mixed use of a residence: how deductions are limited in rental situations*Home office: qualification and calculation*Strategies and planning for renting a principal residence instead of selling it*Why buying a vacation home can be a very smart investment*Should you rent or use your vacation home? Opportunities and pitfalls*Rules for using like-kind exchanges on principal residences and vacation homes*Understanding the tax rules for acquisition indebtedness and home equity indebtedness*Maximizing your interest expense deduction in light of limitations in the tax code
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Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's HIPAA: What Accountants and Other Practitioners Need to Know (Self-Study) (23SS-0215)23SS-0215 | *A basic overview of the requirements imposed by HIPAA on professionals*What businesses and individuals are subject to HIPAA*Best practices for HIPAA compliance*Issues unique to accounting and finance professionals concerning HIPAA*Recognize common areas of liability under HIPAA
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's How to Settle an Estate: An Overview (Self-Study) (23SS-0216)23SS-0216 | *Process of estate administration, including the basics of creating the estate, the role of the executor, and how to probate a will*Steps to take immediately upon the death of the decedent and the importance of inventorying the estate assets*Problems associated with the distribution of estate assets*Utilizing family settlement agreements
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Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues (Self-Study) (23SS-0217)23SS-0217 | *Hiring and firing issues: questions that cannot be asked in an interview; documenting employee performance; establishing an annual review system; situations in which an employer may or may not fire an employee, and much more*Employment contracts: an analysis of the legal and planning issues in structuring employment contracts and situations in which noncompetition agreements will or 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 new developments in health care*Medical plans: Who is a full-time employee?
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Understanding the High-Stakes Mega Issues in A&A Today (Self-Study) (23SS-0218)23SS-0218 | *Accounting and operational impacts of adopting Topic 606*Accounting and operational impacts of adopting ASU No. 2016-02*Impairment of both financial and non-financial assets*Accounting for debt restructurings
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Understanding the High-Stakes Mega Issues in A&A Today (Self-Study) (23SS-0219)23SS-0219 | *Accounting and operational impacts of adopting Topic 606*Accounting and operational impacts of adopting ASU No. 2016-02*Impairment of both financial and non-financial assets*Accounting for debt restructurings
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 1: Gateway to Excellence in Internal Auditing - A Vital Introduction and Orientation to the Profession (Self-Study) (23SS-0220)23SS-0220 | *Introduction to the Internal Audit Profession*Institute of Internal Auditors (IIA) Overview*International Professional Practices Framework (IPPF)*The Vital Mission of Internal Auditing*Essential Internal Audit Guidance / Standards Primer
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 2: Strategic Roles, Positioning, and Attributes of High Impact Audit Groups (Self-Study) (23SS-0221)23SS-0221 | *Independence/objectivity and the internal audit function*Internal audit organizational reporting structure(s)*Major roles and responsibilities of the internal audit activity and its members*Effective oversight of the internal audit group*Clarity and alignment of internal audit organizational governance/documentation and messaging (including its charter, reporting lines/structure, and policies/procedures)*Required knowledge, skills, and competencies of a high-quality internal audit group*Orientation and ongoing training/development needs of internal auditors (at all levels) |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 3: Critical Knowledge Foundations for Internal Auditors: Governance, Risk Management, and Control (GRC) (Self-Study) (23SS-0222)23SS-0222 | *Governance, Risk Management, and Compliance/Control (GRC) -- Internal Auditor's positioning, roles, and responsibilities*IIA GRC guidance overview*COSO (Committee of Sponsoring Organizations) history, guidance, and frameworks overviews*Critical knowledge foundations and fundamentals*Governance*Risk Management/Enterprise Risk Management (ERM)*Internal Control*Compliance*Fraud Deterrence/Fraud Risk Management*IT/Cyber security risks/controls*Effective GRC coverage related alignment/integration opportunities and strategies for IAs*Industry specific guidance/ considerations
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 4: Maximizing Internal Audit (IA) Value, Coverage, Assurance and Reliance (Self-Study) (23SS-0223)23SS-0223 | *IAs' unique and vital value-adding propositions*SOX (Sarbanes Oxley Act) impact on the (Internal and External) auditing profession*Key IA assurance coverage roles and responsibilities*Strategic and entity-level controls and objectives*Internal Control over Financial Reporting (ICFR)*Operations efficiency and effectiveness*Compliance with laws and regulations*Optimizing Internal/External Audit (and other Independent Assurance Activities) coordination and reliance (for SOX and non-SOX engagements)*Maximizing assurance coverage efficiencies and effectiveness*Achieving excellence in stakeholder servicing and value adding
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 5: Internal Audit (IA) Risk Assessment and Planning (Self-Study) (23SS-0224)23SS-0224 | *IA program foundation(s): IA risk assessment and planning*IA Risk Assessment and Planning Standards review*Enterprise (macro) level internal audit risk assessment and planning including entity level/wide audit scope, frequency and objectives determinations*Process and engagement (micro) level risk assessment and planning, including the alignment and integration with enterprise risk assessment, planning and engagement level scope and objectives determinations*Engagement level scope and objectives determinations*Internal control design and documentation fundamentals*Audit program development and updating
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 6: Internal Audit (IA) Fieldwork Fundamentals and Documentation Essentials (Self-Study) (23SS-0225)23SS-0225 | *Fieldwork fundamentals*Types and nature of fieldwork*Technical skills development*Compliance testing of internal controls*Substantive testing of accounts/balances*IT/Cyber Security control reviews/testing*Audit sampling fundamentals: Statistical/Non-Statistical*Audit evidence and evidence gathering techniques*Analytical/problem-solving skills development: Identification and analysis of control deficiencies/issues*Time management, organization, and communication skills development*Workpaper preparation and documentation basics, including best practice techniques, and workpaper self-review |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 7: Internal Audit (IA) Engagement Management and Administration (Self-Study) (23SS-0226)23SS-0226 | *IA activity and engagement level management overview*The fundamentals of highly effective IA engagement management*Engagement planning, supervision, administration, and monitoring*Time and resource management, including scheduling, budgeting, status updating, tracking and follow up*Audit reporting and report writing*Engagement team and stakeholder/partner communications, meetings, and relationship dynamics and development
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's IA Module 8: The Internal Audit (IA) Activity Quality/Excellence Continuum! (Self-Study) (23SS-0227)23SS-0227 | *Defining "Quality" and "Excellence" for an IA activity: your "Defining Moments"!*Quality Assurance and Improvement Program (QAIP): an overview*QAIP Standards review*Requirements of the QAIP: Internal/External Assessments*Moving beyond standards compliance to highest-level quality and impact internal auditing*It's all about stakeholders and maximizing stakeholder value*Advanced skills/leadership development for Internal Auditors*The IA "Success Quadrant" and Never-Ending Quality/Excellence Continuum
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Internal Controls, COSO, and COVID-19 (Self-Study) (23SS-0228)23SS-0228 | *ACFE's Report to the Nations and the most commonly found controls in fraud victim organizations*Internal controls in relation to COSO principles*How to employ controls to cut losses*How to modify controls in the post-COVID era*The potential impact of increased enforcement of laws and regulations to replenish government coffers*Remote work circumstances and considerations
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Internal Controls, COSO, and COVID-19 (Self-Study) (23SS-0229)23SS-0229 | *ACFE's Report to the Nations and the most commonly found controls in fraud victim organizations*Internal controls in relation to COSO principles*How to employ controls to cut losses*How to modify controls in the post-COVID era*The potential impact of increased enforcement of laws and regulations to replenish government coffers*Remote work circumstances and considerations
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's This Year's Top Tax and Financial-Planning Ideas (Self-Study) (23SS-0230)23SS-0230 | *Coverage of the Inflation Reduction Act of 2022*Timely coverage of breaking tax legislation*The SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing stategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations*Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations*Considerations when selling a principal residence*Tax benefits of HSAs*An overview of the mechanics and practical considerations of Donor Advised Funds*A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions*An update on income tax and estate-planning ideas, including any recent changes*Tax ideas for the current year*Miscellaneous tax-planning techniques that can add up to significant tax savings*How to use the whole family for tax savings*Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (Self-Study) (23SS-0231)23SS-0231 | *Coverage of the Inflation Reduction Act of 2022*Timely coverage of breaking tax legislation*The SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing strategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations*Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations*Considerations when selling a principal residence*Tax benefits of HSAs*An overview of the mechanics and practical considerations of Donor Advised Funds*A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions*The best new income tax and estate-planning ideas, including items from tax reform*The changing Social Security landscape: what it means for planning*Creative charitable giving strategies*Financial planning strategies*Maximizing retirement plan benefits*Using intentionally defective grantor trusts*Miscellaneous tax-planning techniques that can add up to significant tax savings*How to use the whole family for tax savings*Life insurance*Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings |
Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
Surgent's Increase the Efficiency of Your Organization (Self-Study) (23SS-0232)23SS-0232 | *Proven ways to measure costs in relation to objectives*Develop methods to measure company and department objectives*Use ratios to measure and improve efficiency*Develop an incentive system that rewards efficiency
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (Self-Study) (23SS-0233)23SS-0233 | *Building change into the planning process*Sales/income plan*Intermediate planning*Technology plan*Capital equipment planning*One-year operating plan*Monthly planning*Cash plan*Risk plan
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Individual and Financial-Planning Tax Camp (Self-Study) (23SS-0234)23SS-0234 | *Coverage of the Inflation Reduction Act of 2022*The SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing strategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reviewing the temporarily increased meals and entertainment deduction*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Individual and Financial-Planning Tax Camp (Self-Study) (23SS-0235)23SS-0235 | *Coverage of the Inflation Reduction Act of 2022*The SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing strategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reviewing the temporarily increased meals and entertainment deduction*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Individual Income Tax Fundamentals (Self-Study) (23SS-0236)23SS-0236 | *Effects of recent legislation, including the recently enacted Inflation Reduction Act*The Qualified Business Income deduction*Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.*Wages and salaries*Interest income, dividend income, mutual funds, Social Security*Figuring tax*Basic income tax preparation, Form 1040 and Schedules 1 - 3*Capital gains and losses*Medical and dental expenses, charitable contributions*IRA contributions and distributions*Distributions from qualified retirement plans, pensions, and annuities*Profit and loss from business or profession and self-employment tax*Depreciation*Rental income and expenses*Preparation of Schedules A, B, C, D, E, and Forms 4562, 4797, and more |
Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
Surgent's Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (Self-Study) (23SS-0237)23SS-0237 | *Effects of recent legislation, including the recently enacted Inflation Reduction Act*Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.*Dependents and income*Wages and salaries*Credits, withholding, estimated tax, and basic return preparation*Capital gains and losses*Itemized deductions
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Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
Surgent's Taking Advantage of Installment Sales (Self-Study) (23SS-0238)23SS-0238 | *How does the IRC define an installment sale under IRC Sec 453?*When can a taxpayer utilize the provisions of IRC Sec 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method?*Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method?
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Summary and Analysis of the Inflation Reduction Act of 2022 (Self-Study) (23SS-0239)23SS-0239 | *The 15% corporate tax*1% tax on the repurchase of corporate stock*Enhancement of IRS services*Prescription drug pricing reform, including drug price negotiation*Maximum out-of-pocket cap for Medicare beneficiaries*Extension of Affordable Care Act subsidies for certain individuals whose household income exceeds 400% of the poverty line*Clean energy and efficiency incentives for individuals*Energy Efficient Home Improvement Credit*Energy efficient commercial buildings deduction (Section 179D)*Extensions, increases, and modifications of the New Energy Efficient Home Credit*Clean Vehicle Credit and credit for previously owned clean vehicles*Qualified commercial clean vehicles*Transfers of certain credits to an unrelated transferee*Increase in Research Credit against payroll tax for small businesses
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's 2022 Tax Update (Self-Study) (23SS-0240)23SS-0240 | *Timely coverage of breaking tax legislation*Donor Advised Funds*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Residency and domicile*Selling a principal residence, including tax planning strategies*The SECURE Act 2022 Proposed Regulations |
Self-Study | | Downloadable PDF | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Self-Study) (23SS-0241)23SS-0241 | *How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method?*Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method?*What is a like-kind exchange as defined by IRC Section 1031?*When can a taxpayer utilize the provisions of IRC Section 1031?*What types of real property are eligible for like-kind exchange treatment and what types are not*What is "boot" and how does it impact the like-kind exchange deferral?*Calculating a like-kind exchange including any taxable portion*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges?*Recent changes to like-kind exchanges as the result of IRS final regulations*Changes that may be on the horizon regarding like-kind exchanges
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Self-Study) (23SS-0242)23SS-0242 | *How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method?*Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method?*What is a like-kind exchange as defined by IRC Section 1031?*When can a taxpayer utilize the provisions of IRC Section 1031?*What types of real property are eligible for like-kind exchange treatment and what types are not*What is "boot" and how does it impact the like-kind exchange deferral?*Calculating a like-kind exchange including any taxable portion*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges?*Recent changes to like-kind exchanges as the result of IRS final regulations*Changes that may be on the horizon regarding like-kind exchanges
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Increase Success by Understanding People (Self-Study) (23SS-0243)23SS-0243 | *How to analyze others through simple observation*A proven model to understand and predict behavior*Why assertiveness is neither good nor bad*What behaviors to expect from different personality types*Why do I act like I do?*Correcting employee issues in a new and better way
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Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Introduction to Forensic Accounting (Self-Study) (23SS-0244)23SS-0244 | *Review of the different aspects of forensic accounting*The civil litigation process as it relates to forensic accounting*Litigation services provided by forensic accountants*Fraud detection and prevention*Various types of fraud*Training and certifications in forensic accounting*Forensic accounting in bankruptcy proceedings*Forensic accounting in family law proceedings*Calculating damages for use in litigation*Valuations*Ethical issues pertinent to forensic accounting
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Self-Study) (23SS-0245)23SS-0245 | *Major 2022 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2022 and how they impact the 2022 tax forms
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Individual Tax Planning Ideas (Self-Study) (23SS-0246)23SS-0246 | *Coverage of the Inflation Reduction Act of 2022*Timely coverage of breaking tax legislation*Retirement planning in light of IRA and RMD changes*Review of pertinent changes from recent legislation*Reading a tax return for developing client-specific tax strategies*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Compensation and fringe benefit issues*Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them*All in the family: Tax tactics for spouses, children, and parents*Understanding the environment: what's new, what's expired or expiring, and what's likely to change
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Top Individual Tax Planning Strategies (Self-Study) (23SS-0247)23SS-0247 | *Consider selling depreciated stock but watch the impact of the wash sale rules*Taxpayer favorable health care-related provisions of the IRA*Limits on costs for coverage under Medicare Part D*Retention of government subsidized health insurance coverage for some individuals*Carried interest rules survive unchanged*Ins and outs of the energy-efficient home improvement credit*New credit for a previously owned clean vehicle*Anticipated loss of 100% bonus depreciation*The Biden plan for student loan forgiveness*ICHRAS as a health insurance coverage option for employers
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Accounting for Software: Internal Use and External Sales (Self-Study) (23SS-0248)23SS-0248 | *The accounting, reporting, and disclosure requirementsrelated to software*Internal-use software arrangements*Cloud and non-cloud based arrangements*Software for resale*Software sold to third parties*ASC Topic 350-40*ASC Topic 985-20 |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's How to Account for Internal-Use Software Arrangements (Self-Study) (23SS-0249)23SS-0249 | *Development costs that should and should not be capitalized*How these costs are amortized and how they are tested for impairment*Presentation and disclosure requirements
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Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Preparing Schedules K-2 and K-3: Critical Updates for Reporting Foreign-Related Tax Information for Partnerships and S Corporations (Self-Study) (23SS-0250)23SS-0250 | *Filing requirements and domestic filing exception for 2022 tax year*How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships
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Self-Study | | On-Demand | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Lease Accounting: Exploring the New Standard (Self-Study) (23SS-0251)23SS-0251 | *Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees*Sale and leaseback transactions*Transition guidance*Recently released ASUs impacting Topic 842 |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Self-Study) (23SS-0252)23SS-0252 | *Tax rules governing liquidation of a partnership or S corporation*Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S corporation liquidation/partnership liquidation*Tax impact on the pass-through entity when the entity is liquidated*Receipt of corporate liabilities in an S corporation distribution*Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution*Tax issues associated with a partnership distribution of noncash properties in a liquidation*Compliance requirements on the occasion of a liquidation of a corporation or a partnership
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Taking Advantage of Like-Kind Exchanges (Self-Study) (23SS-0253)23SS-0253 | *Understanding the history of IRC Sec 1031*Who does and does not qualify for utilizing the like-kind provisions*Which properties do and do not qualify for like-kind exchanges*The differences between a "dealer" and a "non-dealer" regarding like-kind exchanges*How to complete a like-kind exchange*The different types of like-kind exchanges*The definition of "boot" and how it applies to like-kind exchanges*Rules concerning Revenue Ruling 72-456, and*The mechanics of Form 8824 and how to complete this form by performing a couple of case studies
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Applying Lessons Learned To Assure a Successful ASC 842 Adoption (Self-Study) (23SS-0254)23SS-0254 | *ASU No. (Topic 842)*Implementation challenges in adopting ASC 842*Common pitfalls and errors in applying ASC 842*Best practices in implementing ASC 842*Use of lease accounting software for successful implementation and ongoing accounting
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Loss Limitations: A Mechanical Review (Self-Study) (23SS-0255)23SS-0255 | *Limitation 1: Basis limitations will be reviewed in detail with computational examples and include insights into similarities and differences between calculations for partnership interests and S corporation stock*Limitation 2: Detailed at-risk limitation computational examples will be reviewed, and the mechanical features of partnerships and S corporation activities will be compared and contrasted*Limitation 3: Passive loss limitation mechanics will be outlined in detail and discuss computations where there are a mix of entity structures owned by a taxpayer*Limitation 4: Excess business losses will be presented from a mechanical perspective
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Lessons Learned from Successful Companies (Self-Study) (23SS-0256)23SS-0256 | *Creating a visionary company*Traits of successful, visionary companies*Goal setting to create a successful organization*The role of experimentation and failure in achieving success*How successful organizations emphasize learning new skills*The role of effective communication in achieving corporate success*The importance of emotional intelligence in building corporate culture*How leadership can direct a company toward success
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Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's The Top Five Tax Issues in Dealing with LLCs and Partnerships (Self-Study) (23SS-0257)23SS-0257 | *Summary of important provisions of the Tax Cuts and Jobs Act of 2017, specifically including the critical Section199A and the final regulations thereunder, and the latest updates*Summary of the CARES Act (and related acts) and subsequent stimulus acts: the "Second" Act and the "Third" Act*Self-employment tax issues: what you can and cannot do*Capital accounts: book vs. tax issues*Determining basis: key issues and technical analysis in calculating basis*Dealing with debt: recourse, nonrecourse, and why it matters*Guaranteed payments, distributive shares, and draws: understanding the difference
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Self-Study) (23SS-0258)23SS-0258 | *Topic 606's five-step revenue recognition model*Determining whether to recognize revenue over time or at a point in time under Topic 606*Other unique considerations in applying the five-step model for entities currently using SOP 81-1*Lessons learned and best practices from entities already adopting Topic 606
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Metrics, Benchmarking, and Measurement (Self-Study) (23SS-0259)23SS-0259 | *Using metrics that correctly measure the goals of the organization*How metrics will differ for non-profits and governments*Using metrics to balance cost and benefit*Internal and external benchmarking for comparison*Having a set of balanced metrics
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Management's Discussion and Analysis: What You Need to Know (Self-Study) (23SS-0260)23SS-0260 | *The overall importance of the rules and regulations with respect to the Management's Discussion and Analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC)*An overview of the SEC requirements in this area*Best practices offered by the SEC*Comment letter examples pertaining to this area |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's What Tax Practitioners Need to Know About Medicare (Self-Study) (23SS-0261)23SS-0261 | *Eligibility for Medicare*How to apply for Medicare*Introduction to Parts A, B, C, and D of Medicare*Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries*Late enrollment penalties*Medicare Advantage in lieu of original Medicare*The Affordable Care Act's impact on Medicare*Current and late breaking legislative and regulatory developments
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Multistate Income Tax Issues (Self-Study) (23SS-0262)23SS-0262 | *Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Managing Millennials (Self-Study) (23SS-0263)23SS-0263 | *Understanding who millennials are and what distinguishes them from other sectors of the workforce*Changes millennials seek in the workplace*Suggestions on engaging and developing millennials*Best practices by organizations who have successfully integrated millennials*Expectations as to learning, development and training*Work environments and schedules*School to work transitions*Views on salary, benefits and corporate ethics*Whether millennials' expectations are significantly different from any other generation*Strengths millennials offer which set them apart from others*Common myths pertaining to millennials*Definitions of success
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Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Marijuana: A Generalized Business Viewpoint (Self-Study) (23SS-0264)23SS-0264 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The Essential Multistate Tax Update (Self-Study) (23SS-0265)23SS-0265 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners*Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires*When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Essential Multistate Tax Update (Self-Study) (23SS-0266)23SS-0266 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners*Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires*When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Multistate Tax Update (Self-Study) (23SS-0267)23SS-0267 | *The domicile dilemma: Issues for individuals with homes in multiple states; traveling employees; where to withhold?*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: Attributional and agency nexus; presence of intangible property; is P.L. 86-272 still valid?*Income-tax apportionment issues: Prevalence of the single sales factor; determining the type of property being sold; sourcing of income from intangible property and services; sourcing of service income; Market Based versus Cost of Performance*Pass-through problems: Nexus issues for interest owners*Treatment of the 199A deduction for pass through entities by states: Withholding issues; sourcing of income; taxation at the entity level*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires*When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Opportunities in the Metaverse for Accounting and Other Professionals (Self-Study) (23SS-0268)23SS-0268 | *Understanding what the metaverse is and what it is not*How to access the metaverse*Why accounting and other professionals should use the metaverse*Where accountants can find their space in the metaverse*How the metaverse is changing the way we work*Ownership opportunities in the metaverse*Work and taxation in the metaverse
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Max the Tax: Common 1040 Items (Self-Study) (23SS-0269)23SS-0269 | *The taxation of cryptocurrency mining*The CARES Act Economic Impact Payments and Recovery Rebate Credit*The ARPA unemployment compensation exclusion*Charitable contributions*The Child Tax Credit
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Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Max the Tax: Common Deductions (Self-Study) (23SS-0270)23SS-0270 | *Home office deduction*Alimony payments*Charitable contributions*Medical expense deduction*Home mortgage interest deduction*State and local income tax (SALT) deduction*Gambling winnings and losses
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Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Max the Tax: Schedule C (Self-Study) (23SS-0271)23SS-0271 | *Tips and tricks to prepare the Schedule C*Income and expenses*Tax invoice preparation*Legal invoice*Entertainment invoice*Education invoice
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Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Max the Tax: Schedule E (Self-Study) (23SS-0272)23SS-0272 | *Business development*Types of properties*Rental property use*Rental expenses*Deductible expenses*Repairs and maintenance*Capitalization of expenses*Depreciation*Accounting methods*Treatment of security deposits
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Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Max the Tax: Crypto Craze (Self-Study) (23SS-0273)23SS-0273 | *Introduction to cryptocurrency and key terms*Chronology of cryptocurrency*Virtual currency taxation*Information on any updated guidance
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Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Max the Tax: Section 754 (Self-Study) (23SS-0274)23SS-0274 | *How and why a partnership makes a 754 election*The effect of the 754 election when an interest in a partnership is sold or inherited*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners*How to make the 754 basis adjustment
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Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Max the Tax: Metaverse (Self-Study) (23SS-0275)23SS-0275 | *Why accounting and other professionals should use the metaverse*Where accountants and other professionals can find their space in the metaverse*How the metaverse is changing the way we work
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Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Navigating Your Client Through the IRS Appeals Process (Self-Study) (23SS-0276)23SS-0276 | *Comprehensive coverage of the Inflation Reduction Act of 2022*Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less*Writing and filing a Formal Protest, including required information*Alternative Dispute Resolution options available to clients*Negotiation and time limitations
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Navigating Your Client Through the IRS Appeals Process (Self-Study) (23SS-0277)23SS-0277 | *Comprehensive coverage of the Inflation Reduction Act of 2022*Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less*Writing and filing a Formal Protest, including required information*Alternative Dispute Resolution options available to clients*Negotiation and time limitations
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Skills to Develop Personal and Professional Networks (Self-Study) (23SS-0279)23SS-0279 | *The value of strategic networking*Quality vs. quantity in networking*Networking for professional opportunities*Person-to-person networking*Maintaining and expanding your current connections*Networking for introverts*Long-term networking strategies
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Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Self-Study) (23SS-0280)23SS-0280 | *Timely coverage of breaking tax legislation*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation*Hot, hidden, or miscellaneous developments affecting the upcoming tax season*Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season*Key new tax and practice developments and how they impact the current-year tax forms for individuals
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Self-Study) (23SS-0281)23SS-0281 | *Timely coverage of breaking tax legislation*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation*Hot, hidden, or miscellaneous developments affecting the upcoming tax season*Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season*Key new tax and practice developments and how they impact the current-year tax forms for individuals
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Non-GAAP Financial Measures: What You Need to Know (Self-Study) (23SS-0282)23SS-0282 | *Comment letter analysis from several Big Four accounting firms*Non-GAAP financial measures*Comments from the SEC and FASB |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's What You Need to Know About ASC 842, Leases (Self-Study) (23SS-0283)23SS-0283 | *ASU No. (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Detailed review of accounting by lessees*Transition guidance*Recently issued updates to the lease accounting guidance |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Self-Study) (23SS-0284)23SS-0284 | *ASU No. (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*Feedback from the public company adoption of Topic 842
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Self-Study) (23SS-0285)23SS-0285 | *ASU No. (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*Feedback from the public company adoption of Topic 842
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Latest Developments in Nonprofit Accounting and Auditing (Self-Study) (23SS-0286)23SS-0286 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of nonprofits (including the implementation of SAS No. (i.e., ASU No. 2020-07)*Understanding FASB ASC 842, Leases, and how nonprofits will implement the standard*Trends in nonprofit reporting today
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Self-Study) (23SS-0287)23SS-0287 | *ASC Topic 606, Revenue from Contracts with Customers*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements and examples*Industry-specific implementation issues and guidance*Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward*Accounting considerations related to COVID-19-driven changes to revenue recognition processes
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Self-Study) (23SS-0288)23SS-0288 | *ASC Topic 606, Revenue from Contracts with Customers*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements and examples*Industry-specific implementation issues and guidance*Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward*Accounting considerations related to COVID-19-driven changes to revenue recognition processes
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Organizational Culture and the Finance Professional (Self-Study) (23SS-0289)23SS-0289 | *The three primary organizational cultures*The best cultural fit for certain types of businesses*How the finance professional affects culture*How to choose the culture you want, and how to get it*Greatest things that affect the culture of an organization
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Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Performing a Compilation Engagement Under AR-C Section 80 (Self-Study) (23SS-0290)23SS-0290 | *Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22-25*Review of AR-C Section 60 requirements for all SSARS engagements*Detailed guidance on performing compilation engagements under AR-C Section 80
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Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Preparation and Compilation Engagements Under the SSARS (Self-Study) (23SS-0291)23SS-0291 | *Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24*Proposed changes to the SSARS guidance*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
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Preparation and Compilation Engagements Under the SSARS (Self-Study) (23SS-0292)23SS-0292 | *Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24*Proposed changes to the SSARS guidance*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
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (23SS-0293)23SS-0293 | *Coverage of the Inflation Reduction Act of 2022*Preparation by hand of a reasonably complicated Form 1120 U. (Section 168(k)) as a result of new tax legislation*Methods of accounting -- Application and choices*In-depth analysis of Form 4797 dealing with depreciation recapture*Deductible expenses -- including rules on meals and entertainment*Section 163(j)*Computation of tax liability*Overview of many common business deductions; which are deductible and which are M-1 items?*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern*And much more
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Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (23SS-0294)23SS-0294 | *Coverage of the Inflation Reduction Act of 2022*Preparation by hand of a reasonably complicated Form 1120 U. (Section 168(k)) as a result of new tax legislation*Methods of accounting -- Application and choices*In-depth analysis of Form 4797 dealing with depreciation recapture*Deductible expenses -- including rules on meals and entertainment*Section 163(j)*Computation of tax liability*Overview of many common business deductions; which are deductible and which are M-1 items?*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern*And much more |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Self-Study) (23SS-0295)23SS-0295 | *Types of partnership distributions*Liquidating partnership distributions*Basis of property distributed by a partnership*Special basis adjustments under Section 732(d)*Abandoned and worthless partnership interests*Section 751(a) exchange*Transactions between partners and their partnerships*Disguised sales*Section 736(a) and (b) payments |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Principles of Financial Statement Presentation (Self-Study) (23SS-0296)23SS-0296 | *The key presentation requirements with respect to an entity's financial statements*ASC topics related to presentation requirements, with a focus on ASC Topic 205, ASC Topic 210, ASC Topic 220, ASC Topic 225, ASC Topic 230, ASC Topic 235, and ASC Topic 250*Considerations around changes in accounting principles |
Self-Study | | Downloadable PDF | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (23SS-0297)23SS-0297 | *Coverage of the Inflation Reduction Act of 2022*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of new Form 7203*Coverage of Section199A qualified business income, its calculation, limitations, and examples*Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.*Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues*Self-employed person issues*Schedule C deductions including depreciation*Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains*A working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms*Itemized deductions -- A thorough understanding of what's deductible and what's not*Interest deductions -- Limitations and timing problems*Retirement contributions and education credits and deductions*Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits*Individual problems illustrated by form preparation for various items, with numerous "practice tips"*Impact of recent legislation and forms changes on the 1040 |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (23SS-0298)23SS-0298 | *Coverage of the Inflation Reduction Act of 2022*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of new Form 7203*Coverage of Section199A qualified business income, its calculation, limitations, and examples*Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.*Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues*Self-employed person issues*Schedule C deductions including depreciation*Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains*A working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms*Itemized deductions -- A thorough understanding of what's deductible and what's not*Interest deductions -- Limitations and timing problems*Retirement contributions and education credits and deductions*Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits*Individual problems illustrated by form preparation for various items, with numerous "practice tips"*Impact of recent legislation and forms changes on the 1040 |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success (Self-Study) (23SS-0299)23SS-0299 | *The keys that develop a plan into an actionable document*The major difference between planning and budgeting*Strategic planning*The business plan*The people plan*The marketing plan*Capital and technology plans |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success (Self-Study) (23SS-0300)23SS-0300 | *The keys that develop a plan into an actionable document*The major difference between planning and budgeting*Strategic planning*The business plan*The people plan*The marketing plan*Capital and technology plans |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting (Self-Study) (23SS-0301)23SS-0301 | *
Differences between planning and budgeting*
Building change into the planning process*
The business model*
Strategic plan, marketing plan, and technology plan*
Financial forecasting and financial risk analysis*
Five-year operating plan and the sales/income plan*
Intermediate planning and capital equipment planning*
One-year operating plan and monthly planning*
Cash plan and risk plan*
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Self-Study) (23SS-0302)23SS-0302 | *New Schedules K-2 and K-3*Capital account reporting requirements*Schedule K-1 reporting forSection743 adjustments*Schedule K-1 reporting forSection704 gains and losses*Comprehensive case on partnership/partner application of the business interest deduction*When to use "704(b) basis" for capital accounts versus "tax basis"*Detailed rules of Section704 for preventing the shifting of tax consequences among partners or members*Unreasonable uses of the traditional & curative allocation methods*Multiple layers of Section704(c) allocations*Treatment of recourse versus nonrecourse debt basis*How to calculate basis limitations and its implication on each partner's own tax return*How Section179 limitations affect partnership/LLC basis*Regulations for handling basis step-ups under Section754 elections, and mandatory adjustments under Section743 and Section734 for partnerships who have NOT made the Section754 election*Subsequent contributions of property with Section754 adjusted basis to another partnership or corporation*Capital account adjustments in connection with admission of new member*Special allocations require "substantial economic effect"; what are the requirements?*LLCs and self-employment tax to the members*Distributions -- current or liquidating, cash or property including the substituted basis rule*Termination/liquidation of an LLC |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Self-Study) (23SS-0303)23SS-0303 | *New Schedules K-2 and K-3*Capital account reporting requirements*Schedule K-1 reporting forSection743 adjustments*Schedule K-1 reporting forSection704 gains and losses*Comprehensive case on partnership/partner application of the business interest deduction*When to use "704(b) basis" for capital accounts versus "tax basis"*Detailed rules of Section704 for preventing the shifting of tax consequences among partners or members*Unreasonable uses of the traditional & curative allocation methods*Multiple layers of Section704(c) allocations*Treatment of recourse versus nonrecourse debt basis*How to calculate basis limitations and its implication on each partner's own tax return*How Section179 limitations affect partnership/LLC basis*Regulations for handling basis step-ups under Section754 elections, and mandatory adjustments under Section743 and Section734 for partnerships who have NOT made the Section754 election*Subsequent contributions of property with Section754 adjusted basis to another partnership or corporation*Capital account adjustments in connection with admission of new member*Special allocations require "substantial economic effect"; what are the requirements?*LLCs and self-employment tax to the members*Distributions -- current or liquidating, cash or property including the substituted basis rule*Termination/liquidation of an LLC |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Project Management for Finance Professionals (Self-Study) (23SS-0304)23SS-0304 | *Project management is a way of thinking and managing*Identifying projects, needs, objectives, and deliverables*Project feasibility evaluation*Life cycle of a project*What causes projects to fail*Establishing the project scope and preventing "project creep"*Defining and managing stakeholders*Organizational politics and conflict management*Establishing the detailed schedule*Introduction to project management software |
Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (23SS-0305)23SS-0305 | *Coverage of the Inflation Reduction Act of 2022*The SECURE Act, includingIRA and RMD changes, reviewing beneficiaries, and discussing strategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations*Other major SECURE Act provisions, such as expansion of section 529 plans and 401(k) access to part-time workers*Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations*More than 20 documents that should be reviewed that are neither a will nor trust*Provisions you need in a will*Trusts and other arrangements for children*Durable powers of attorney for healthcare and for financial matters*Realistic retirement goals*Developments relative to estate tax, and the implications for planning
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (23SS-0306)23SS-0306 | *Coverage of the Inflation Reduction Act of 2022*The SECURE Act, includingIRA and RMD changes, reviewing beneficiaries, and discussing strategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations*Other major SECURE Act provisions, such as expansion of section 529 plans and 401(k) access to part-time workers*Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations*More than 20 documents that should be reviewed that are neither a will nor trust*Provisions you need in a will*Trusts and other arrangements for children*Durable powers of attorney for healthcare and for financial matters*Realistic retirement goals*Developments relative to estate tax, and the implications for planning
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (23SS-0307)23SS-0307 | *Coverage of the Inflation Reduction Act of 2022*The SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing strategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations*Other major SECURE Act provisions, such as expansion of section 529 plans and 401(k) access to part-time workers*Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations*More than 20 documents that should be reviewed that are neither a will nor trust*Applicable rates, and tactics that may be used to minimize them*Reducing the impact of ancillary administration*Provisions you need in a will*When a trust is needed for children*Durable powers of attorney, for financial matters and for healthcare*Realistic retirement goals*Management of insurance: liability, disability, and life*Dealing with marriage and divorce*Titling assets effectively*Developments relative to estate tax, and the implications for planning |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Project Management: Tips, Tricks, and Traps (Self-Study) (23SS-0308)23SS-0308 | *Contrasting project management with operations management*Reviewing organizational culture and how it applies to project management*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others*Looking at risk management software and its application in different types of project management*Managing and leading project management stakeholders |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Project Management: Tips, Tricks, and Traps (Self-Study) (23SS-0309)23SS-0309 | *Contrasting project management with operations management*Reviewing organizational culture and how it applies to project management*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others*Looking at risk management software and its application in different types of project management*Managing and leading project management stakeholders |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Microsoft PowerPoint 2016: Getting Started (Self-Study) (23SS-0310)23SS-0310 | *Identify elements of the PowerPoint Start screen; select a template to create a new presentation*Identify PowerPoint window elements*Recognize ways to insert slides, apply a theme, and add slide content*Recognize how to switch between views; then preview, and print a presentation*Select PowerPoint options; identify ways to get Help in PowerPoint*Recognize ways to delete and reposition slides*Select options to spell check a presentation*Recognize ways to insert and format slide objects*Identify how to add transition and animation effects*Select options to set up a slide show*Identify how to create, save, and use a custom theme and custom template*Recognize techniques for integrating Excel data and charts with PowerPoint slides*Identify how to insert the date, slide numbers, and footer text*Select the slide show controls*Select Presenter view to run a slide show |
Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
Surgent's Performing a Preparation Engagement Under AR-C Section 70 (Self-Study) (23SS-0311)23SS-0311 | *Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22-25*Review of AR-C Section 60 requirements for all SSARS engagements*Detailed guidance on performing preparation engagements under AR-C Section 70 |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Use Cases (Self-Study) (23SS-0312)23SS-0312 | *Removing unwanted characters from a data set*All data appears in one column*Two categories appear in one column*Extracting useful information from inconsistent data (Text Analytics)*Have a sub-header that is in a row and should be in a column*Hands-on examples |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Formulas, M Language, and Error Handling (Self-Study) (23SS-0313)23SS-0313 | *Learning formulas in Power Query*Introduction to the "M" language*Types of structured values in Power Query*Other types of values in Power Query*Types of errors in Power Query*Custom columns*Hands-on examples |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Data Modeling and Next Steps (Self-Study) (23SS-0314)23SS-0314 | *Functions and parameters*Demonstration of invoking a function*Basics of data modeling*Power Query is everywhere*Power BI preview features*Hands-on examples: creating a data model from a flat file; transferring an Excel data model to Power BI desktop; preview feature: using text by examples in Power BI desktop |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Introduction and First Connection (Self-Study) (23SS-0315)23SS-0315 | *What is Power Query?*Why should I learn Power Query?*What are the benefits of using Power Query?*Power Query is not just for Excel*Power Query versions are not the same*What version of Power Query do I have?*How to get Power Query*Making your first connection in Power Query*Hands-on examples: connection query, editing a query, duplicating a query |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Making a Connection (Self-Study) (23SS-0316)23SS-0316 | *Workflow of making a connection*Get data*Navigator dialog box*Query options*Global and current workbook*Data load options*Queries and connections*Data source settings*Hands-on examples: importing files and databases |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Editor - The User Interface of Power Query (Self-Study) (23SS-0317)23SS-0317 | *What is the Power Query Editor?*How can I launch the Power Query Editor?*Review of the components of the Power Query Editor*Preview pane*Ribbon*Queries pane*Query settings pane*Applied steps*Formula bar |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Data Transformations (Self-Study) (23SS-0318)23SS-0318 | *Workflow of a data transformation, including data cleaning, data enrichment, and data shaping*How to perform data transformations*Hands-on example: flattening a general ledger |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Adding Columns for Data Enrichment (Self-Study) (23SS-0319)23SS-0319 | *Create a new column from existing columns*Adding columns is determined by the data type of the column*Adding new columns*Hands-on examples: column from examples, merging columns, duplicate columns, custom columns, conditional column, index column |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: More Transformations and Load Options (Self-Study) (23SS-0320)23SS-0320 | *Workflow of the data transformation for a general ledger with sub-accounts*Loading a query*Loading options for a query*Changing the load destination of a query*Hands-on examples: flattening a general ledger with sub-accounts; making a connection to the data source; reviewing and documenting the steps created by Power Query |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Append Queries (Self-Study) (23SS-0321)23SS-0321 | *What is an append query?*What are the data requirements for an append query?*Hands-on examples: combining worksheets in the same workbook, listing all objects in a workbook, combining files in a folder |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Merge Queries (Self-Study) (23SS-0322)23SS-0322 | *What is a merge query?*What are the data requirements for a merge query?*What are the types of joins for a merge query?*Hands-on examples: creating merge queries, creating a full anti-join using an append query, grouping queries |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Power Query Series: Useful Transformations (Self-Study) (23SS-0323)23SS-0323 | *Data before and after transformation: unpivoting, pivoting, split to column by delimiter (by columns or rows)*Filtering and grouping*Fuzzy matching*Hands-on examples |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Project Management for Small and Medium-Sized Enterprises (Self-Study) (23SS-0324)23SS-0324 | *Project management is a way of thinking and managing*Identifying project needs and objectives, and deliverables*Project feasibility evaluation*Life cycle of a project*What causes projects to fail*Establishing the project scope and preventing "project creep"*Closing the project*Measuring project success |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Public Speaking and Presentation Skills (Self-Study) (23SS-0325)23SS-0325 | *How experienced speakers manage presentation anxiety*The elements of effective persuasion*The three styles of speech*Strategies to improve speech pace*The importance of volume when presenting*The art of the pause*Methods for using visual aids*Best practices for preparing for a presentation*Components of an effective presentation
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Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Microsoft Excel 2016: Working with PivotTables and PivotCharts (Self-Study) (23SS-0326)23SS-0326 | *Methods to Create a PivotTable*Recognizing Multiple Ways to Format a PivotTable*Modifying a PivotTable and Reviewing Data*Creating a PivotChart*Formatting a PivotChart*Modifying a PivotChart |
Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Microsoft Excel 365/Excel 2019: Getting Started with PivotTables and PivotCharts (Self-Study) (23SS-0327)23SS-0327 | *Use the PivotTable button to create a PivotTable*Use the Recommend PivotTables button to create a PivotTable*Use the Quick Analysis feature to create a PivotTable*Use the Summarize as PivotTable button with the Data Model to create a PivotTable*Format the PivotTable values using a shortcut menu*Change the PivotTable layout using the PivotTable Tools Design tab*Rearrange, hide and show subtotals and grand totals using the PivotTable Tools Design tab*Apply a PivotTable style using the PivotTable Tools Design tab*Refresh a PivotTable using the PivotTable Tools Analyze tab or keyboard shortcut*Filter a PivotTable using the filtering arrows*Modify the PivotTable structure using the Field List*Filter a PivotTable using slicers*Add a calculated field to a PivotTable using the PivotTable Tools Analyze tab*Modify the Value Field Settings using a shortcut menu*Use the PivotChart button to create an embedded PivotChart*Use the standard Excel charting buttons to create a PivotChart*Use a keyboard shortcut to create a PivotChart on its own chart sheet*Create a PivotChart and linked PivotTable simultaneously*Add or remove chart elements using the Chart Elements button*Change the chart style and color scheme using the Chart Styles button*Change the chart layout using the PivotChart Tools Design tab*Select and format individual chart elements using the PivotChart Tools Format tab*Filter the PivotChart using the Pivot Field buttons*Change the chart type and subtype using a shortcut men*Add, remove, and reposition the PivotChart fields using the Field List*Switch the row/column orientation using the PivotChart Tools Design tab |
Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Firm Quality Control Standards and Best Practices (Self-Study) (23SS-0328)23SS-0328 | *The major requirements of QC Section 10, A Firm's System of Quality Control*Elements of an effective system of quality control*Considerations for sole practitioners and smaller firms when implementing QC Section 10*Guidance in implementing an effective firm-wide system of quality control across its six components |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Applying the Yellow Book to a Financial Statement Audit (Self-Study) (23SS-0329)23SS-0329 | *Critical concepts related to applying the Yellow Book, including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards*The Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer review*The Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Applying the Yellow Book to a Financial Statement Audit (Self-Study) (23SS-0330)23SS-0330 | *Critical concepts related to applying the Yellow Book, including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards*The Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer review*The Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Critical Tax Season Updates: Section 174 Capitalization of Research and Experimentation Costs (Self-Study) (23SS-0331)23SS-0331 | *Legislative history and hopes for "the fix"*Why Section 174 amortization is a game-changer for certain industries*Identifying activities giving rise to Section 174 costs*Section 174 research and experimentation (R&E) costs and Section 41 research and development (R&D) credit: similarities and differences*IRS guidance and areas of uncertainty |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (23SS-0332)23SS-0332 | *Coverage of the Inflation Reduction Act of 2022*The impact the Tax Cuts and Jobs Act has had on the real estate industry*Determining the basis when acquiring real estate*Rental operations*Depreciation and recapture*Calculation of gain or loss on sale of real estate*Passive activity losses*Installment sales |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (23SS-0333)23SS-0333 | *Coverage of the Inflation Reduction Act of 2022*The impact the Tax Cuts and Jobs Act has had on the real estate industry*Determining the basis when acquiring real estate*Rental operations*Depreciation and recapture*Calculation of gain or loss on sale of real estate*Passive activity losses*Installment sales |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Real Estate Tax Boot Camp (Self-Study) (23SS-0334)23SS-0334 | *Coverage of the Inflation Reduction Act of 2022*Installment sales*Rental operations*Depreciation and recapture*Determination of basis*Passive activity losses*At-risk rules*The qualified business income (QBI) deduction as it relates to rental real estate*Like-kind exchanges*Calculation of gain or loss on sale of real estate |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (23SS-0335)23SS-0335 | *Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements*Accounting considerations related to COVID-19-driven changes to revenue recognition processes*Lessons learned and best practices for improving business processes related to revenue recognition going forward |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (23SS-0336)23SS-0336 | *Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements*Accounting considerations related to COVID-19-driven changes to revenue recognition processes*Lessons learned and best practices for improving business processes related to revenue recognition going forward |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Self-Study) (23SS-0337)23SS-0337 | *Section 1402(a)(1) exclusions from the definition of self-employment income*Application of the SE tax to members of limited liability companies*Taking a self-employed owner's health insurance deductions 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 child helps reduce self-employment tax*Differentiating between income treated as self- employment income and income that is not self-employment income |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Raising Financially Capable Children (Self-Study) (23SS-0338)23SS-0338 | *Discussion of the importance of a financial education for the next generation*Understanding a client's financial values*Determining a client's financial literacy*Helping clients develop a teaching roadmap*Using knowledge to protect against entitlement*Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play*Allowances*Earning, work, and entrepreneurship*Spending, saving, and investing*Philanthropy*Taxes*Credit cards* |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Reporting Internal Control Deficiencies Under the Yellow Book (Self-Study) (23SS-0339)23SS-0339 | *The Yellow Book performance and reporting requirements related to internal control deficiencies*Evaluating whether an internal control deficiency should be reported as a significant deficiency or a material weakness*How the auditor develops the criteria, condition, cause, and effect elements of a Yellow Book finding |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Risk Management for the Small Business (Self-Study) (23SS-0340)23SS-0340 | *Was COVID-19 a "black swan" or a "gray rhino"?*Monitor centrally but control decentrally*Establish specific plan for risk management*Risk recognition*Risk evaluation*Risk mitigation |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Recruiting and Retaining Next Gen Talent (Self-Study) (23SS-0341)23SS-0341 | *Who are Next Gen employees, and what are their career objectives?*How employers can align their values with Next Gen values*Establishing procedures and priorities that allow for attracting the best talent*Maintaining relationships with employees to reduce turnover and grow organizations |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's UiPath: Step into RPA (Self-Study) (23SS-0342)23SS-0342 | *Overview of RPA*Understanding UiPath platform components*Hands-on application through automation project |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Revenue Recognition: U.S. GAAP vs. IFRS (Self-Study) (23SS-0343)23SS-0343 | *Key principles of Revenue Recognition*Performance obligations in the Contract*Noncash considerations*Presentation of sales taxes*Impairment reversal of capitalized contract costs*Interim disclosures |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Hot Topics Related to ASC 606 (Self-Study) (23SS-0344)23SS-0344 | *New and proposed FASB ASUs related to ASC 606*ASC 606 disclosure requirements and examples for non-public business entities*Impact of applying ASC 606 due to COVID-19 |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Self-Study) (23SS-0345)23SS-0345 | *How and why a partnership makes a 754 election*The effect of the 754 election when an interest in a partnership is sold or inherited*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners*How to make the 754 basis adjustment |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Surging Auditors: Wally's Warehouse (Self-Study) (23SS-0346)23SS-0346 | *Observation and professional skepticism*Interviewing the client*Performing test counts*Evaluating the results obtained
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Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Surging Auditors: Professional Skeptic (Self-Study) (23SS-0347)23SS-0347 | *Demonstrating professional skepticism*Assessing audit evidence*Responding to contradictory evidence*Assessing the sufficiency of audit evidence |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Surging Auditors: Daily Dilemmas (Self-Study) (23SS-0348)23SS-0348 | *The importance of proper documentation of workpapers*Meeting firm-mandated ethical requirements*Independence issues related to client relationships*Client engagement and entertainment*Accurate and complete reporting of time |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Surgent's Surging Auditors: Internal Out of Control (Self-Study) (23SS-0349)23SS-0349 | *Refresher on understanding internal controls*When testing internal controls is required*When testing of internal controls is an effective strategy to reduce substantive testing*Designing tests of controls*Responses when deviations are discovered in the design or operating effectiveness of internal control |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Surging Auditors: Revenue Rush (Self-Study) (23SS-0350)23SS-0350 | *Application of ASC 606 to contractual situations*Identifying key information necessary to apply ASC 606*Assessing compliance with the guidance of ASC 606 |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Surging Auditors: Searching for Unrecorded Liabilities (Self-Study) (23SS-0351)23SS-0351 | *Optimal resource requests to support an appropriate search for unrecorded liabilities*Tracing transactions to the detail to identify whether liabilities are properly recorded*Evaluation of evidence to meet management's assertions |
Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
Surgent's S Corporation Taxation: Advanced Issues (Self-Study) (23SS-0352)23SS-0352 | *Detailed rules governing basis in the shareholder's debt and stock*AAA*Built-in gains incurred from the sale of assets*Redemptions and liquidations*Compensation planning for shareholders, including planning strategies under the SECURE Act*Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's S Corporation Taxation: Advanced Issues (Self-Study) (23SS-0353)23SS-0353 | *Detailed rules governing basis in the shareholder's debt and stock*AAA*Built-in gains incurred from the sale of assets*Redemptions and liquidations*Compensation planning for shareholders, including planning strategies under the SECURE Act*Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's SEC Hot Topics: MD&A and Non-GAAP Financial Measures (Self-Study) (23SS-0354)23SS-0354 | *The overall importance of the rules and regulations with respect to the Management's Discussion and Analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC)*An overview of Non-GAAP Financial Measures |
Self-Study | | Downloadable PDF | 5 CPE (5 tech, 0 non-tech) | |
Surgent's Securing a Comfortable Retirement (Self-Study) (23SS-0355)23SS-0355 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans, non-qualified deferred compensation, and converting the value of the business through sales within the family or to an outside party*An overview of portfolio management for retirees, including: sustainable portfolio withdrawal rates; balancing investments between income and equity, and taxable and nontaxable; and asset liquidation and distribution timing to minimize the tax impact of retirement distributions and maximize cash flow from retirement vehicles and Social Security*Developing a three-legged retirement stool of employer retirement, savings, and Social Security, and timing the use of the legs of the stool to maximize after tax retirement benefits*Analysis of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles and the impact of the most recent tax laws, regulations, and rulings |
Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
Surgent's Securing a Comfortable Retirement in the Age of Spending (Self-Study) (23SS-0356)23SS-0356 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement*The three-legged retirement stool of employer retirement, savings, and Social Security*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels |
Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
Surgent's Securing a Comfortable Retirement in the Age of Spending (Self-Study) (23SS-0357)23SS-0357 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement*The three-legged retirement stool of employer retirement, savings, and Social Security*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Self-Study) (23SS-0358)23SS-0358 | *What exactly is terminating S corporations, updated for recent rulings*Schedules K-2 and K-3 reporting requirements and transitional filing relief*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Shareholder changes Living Trust and causes S termination*LLCs electing S status, changing agreement could terminate election*Basis calculation worksheet*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section179 limitations affect S corp. basis*Comparison of liquidation of a C corporation vs. the liquidation of an S corporation*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities?
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Self-Study) (23SS-0359)23SS-0359 | *What exactly is terminating S corporations, updated for recent rulings*Schedules K-2 and K-3 reporting requirements and transitional filing relief*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Shareholder changes Living Trust and causes S termination*LLCs electing S status, changing agreement could terminate election*Basis calculation worksheet*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section179 limitations affect S corp. basis*Comparison of liquidation of a C corporation vs. the liquidation of an S corporation*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities?
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's How to Settle a Client's Estate (Self-Study) (23SS-0360)23SS-0360 | *Issues involved when settling an estate -- marshaling of assets, payment of creditors, & distribution and accounting to beneficiaries*Explaining the needs and limitations of durable powers of attorney, health care directives, and living wills*Why a will is probated, and on what grounds it may be challenged*Comprehensive checklists on how to read a will, duties of an executor and trustee, and much more*Identification and report of estate assets*What to do and what not to do as a fiduciary, executor, or trustee -- duty of care, investment, informing, payment of debts and taxes, & defending a will contest*How executors and trustees interact with beneficiaries*Elective shares, and when a spouse might make that choice*What a trustee needs to know about incompetents and minors*Rights of creditors, third parties, and beneficiaries*Key issues in transferring property to a trust and from a trust or estate to a beneficiary*Identifying income, estate, and inheritance taxes*Fiduciary accounting -- principal and income concepts*An introduction to drafting an account, and why it is relevant*Administration of revocable trusts*Estate basis reporting |
Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
Surgent's Update on The SECURE 2.0 Act (Self-Study) (23SS-0361)23SS-0361 | *Automatic enrollment requirements for 401(k) plans*Change in the credit for small employer pension plan startup costs*$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62, and 63*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Improving coverage for part-time workers*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's SEC Form 8-K: When to File and What to Disclose (Self-Study) (23SS-0362)23SS-0362 | *The overall purpose of the Form 8-K*Triggering events for filing the Form 8-K*Filing deadline for the Form 8-K |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Buying and Selling a Business: Tax and Structuring Overview (Self-Study) (23SS-0363)23SS-0363 | *An overview of the beginning of the process and documents for preliminary tax planning*Recognizing the need for due diligence in acquisitions, including checklists of important points*Deemed asset sales -- Section338 and Section338(h)(10)*The impact of the Section197 amortizable intangibles regulations on the acquisition and disposition of a business*Allocating purchase price for tax advantage*Planning to avoid double taxation under the repeal of the General Utilities doctrine*Special problems and opportunities when an S corporation is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognizing tax planning opportunities*Unique issues in buying and selling LLC/partnership interests*Impact of the net investment income tax (NIIT) and the Section199A pass-through deduction on the tax due on the sale of a pass-through entity*Individually owned goodwill
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Buying and Selling a Business: Tax and Structuring Overview (Self-Study) (23SS-0364)23SS-0364 | *An overview of the beginning of the process and documents for preliminary tax planning*Recognizing the need for due diligence in acquisitions, including checklists of important points*Deemed asset sales -- Section338 and Section338(h)(10)*The impact of the Section197 amortizable intangibles regulations on the acquisition and disposition of a business*Allocating purchase price for tax advantage*Planning to avoid double taxation under the repeal of the General Utilities doctrine*Special problems and opportunities when an S corporation is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognizing tax planning opportunities*Unique issues in buying and selling LLC/partnership interests*Impact of the net investment income tax (NIIT) and the Section199A pass-through deduction on the tax due on the sale of a pass-through entity*Individually owned goodwill
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Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Buying and Selling a Business: Critical Tax and Structuring Issues (Self-Study) (23SS-0365)23SS-0365 | *An overview of the business evaluation process*Negotiation points and goals from buyer and seller standpoints*An overview of confidentiality agreements, memorandums of understanding, and asset purchase agreements*Recognizing the need for due diligence in acquisitions, including checklists of important points*Deemed asset sales -- Section338 and Section338(h)(10)*The use of "F reorganizations" in lieu of Section338(h)(10)*The impact of the Section197 amortizable intangibles regulations on the acquisition and disposition of a business*Allocating purchase price for tax advantage*Impact of the net investment income tax (NIIT) and the Section199A pass-through deduction on the tax due on the sale of a pass-through entity*Changes in strategy under the new tax laws*Liquidation as an alternative to the sale of a business*Planning to avoid double taxation*Special problems and opportunities when an S corporation is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognizing tax planning opportunities |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Selected Issues in Preparation of 1040 Individual Income Tax Returns (Self-Study) (23SS-0366)23SS-0366 | *Business income and expenses*IRAs, qualified retirement plans, and Social Security benefits*Depreciation and recapture*Rental income and expenses, income via Schedule K-1, and loss limitations*Alternative Minimum Tax*Casualty losses, moving expenses, sale of home, alimony, and penalties |
Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (23SS-0368)23SS-0368 | *Reviews of portions of error-prone "staff-prepared" Forms 1120-S and 1065 from client-provided information*Be aware of legislative changes*How to reduce input errors. (b) to maintain capital accounts; Section704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section754 step-up in basis rules*Discussion of more complex transactions included in corporate structures*Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (23SS-0369)23SS-0369 | *Reviews of portions of error-prone "staff-prepared" Forms 1120-S and 1065 from client-provided information*Be aware of legislative changes*How to reduce input errors. (b) to maintain capital accounts; Section704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section754 step-up in basis rules*Discussion of more complex transactions included in corporate structures*Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients (Self-Study) (23SS-0370)23SS-0370 | *Private company standard setting activities*Small and medium-sized business-related ASUs*Lease accounting update*Lessons adopted from the adoption of Topic 606*Going concern considerations related to COVID-19*Special purpose frameworks -- Cash, modified cash, and tax basis*Common small and medium-sized business financial statement errors and deficiencies*Newly issued SSARS and SSAE standards*SASs effective for 2021 year-end audits |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Small-Business Accounting, Audit, and Attest Update (Self-Study) (23SS-0371)23SS-0371 | *Small and medium-sized business-related ASUs, including recent PCC activities*Practice guidance on implementing ASC 842, Leases*Recently issued AICPA standards*Engagement quality update
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Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Strategies for Maximizing Social Security Benefits (Self-Study) (23SS-0372)23SS-0372 | *When is a person eligible to take Social Security benefits?*Factors to consider when selecting an option for taking Social Security benefits*Is there a best age to start taking Social Security benefits?*How to maximize Social Security benefit payments for 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 | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Self-Study) (23SS-0373)23SS-0373 | *Understanding the time commitment required to start and run a business*Selecting a corporate structure to protect your personal assets*Building your product or service*Sales and marketing in your business*Establishing your owners, investors, managers, and employees*Accounting, recording-keeping, and other software programs*Leases, contracts, and employee agreements*Protecting intellectual property*Insurance*Business plans*Financing*Market position |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Maximizing Your Social Security Benefits (Self-Study) (23SS-0374)23SS-0374 | *Retirement benefits: What the amount of benefits is in various circumstances*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70*Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Social Security and Medicare: Planning for You and Your Clients (Self-Study) (23SS-0375)23SS-0375 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, 66, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Social Security and Medicare: Planning for You and Your Clients (Self-Study) (23SS-0376)23SS-0376 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, 66, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know |
Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (23SS-0377)23SS-0377 | *New issues for the current year tax return and Section199A*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless*At-risk rules: What a return preparer really needs to know*Passive loss issues -- You cannot just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example |
Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (23SS-0378)23SS-0378 | *New issues for the current year tax return and Section199A*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless*At-risk rules: What a return preparer really needs to know*Passive loss issues -- You cannot just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Form 1120-S Boot Camp: Step-by-Step Preparation With Completed Forms (Self-Study) (23SS-0379)23SS-0379 | *Federal income tax laws for S corporations, from formation to tax return preparation issues*Key operational issues of separately stated versus non-separately stated income and expenses*The importance of Schedule M-1*Accurately accounting for basis, AAA, and distributions*Properly preparing and allocating items on Schedule K-1*Schedules K-2 and K-3 reporting requirements and transitional filing relief*Form 7203, "S Corporation Shareholder Stock and Debt Basis Limitations"*Identification of eligible shareholders*Requirements to make a timely or late election*Involuntary S corporation status terminations, cases and rulings, and other developing issues and hot topics*Mastering Forms 4562 ("Depreciation and Amortization") and 4797 ("Sales of Business Property")*S corporation reporting oddities*Accurately preparing S corporation returns and reconciling book income with taxable income |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Stock vs. Asset Acquisitions of C Corporations (Self-Study) (23SS-0380)23SS-0380 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Self-Study) (23SS-0381)23SS-0381 | *How does a partner compute his or her basis in a partnership?*What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's The Accountant as the Expert Witness (Self-Study) (23SS-0382)23SS-0382 | *Becoming qualified as an expert witness*Best practices for testifying at trial*Understanding the different roles accountants can play in litigation*Working with attorneys to prepare and present a case at trial*The role of experts in commercial versus personal injury litigation*Confidentiality orders*Compensation for expert witnesses*Preparing for and attending depositions*Daubert challenges to experts*Expert reports*The role of experts in antitrust, securities litigation, and professional liability cases*Credibility as a witness |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Critical Issues Involving Taxation of Construction Contractors (Self-Study) (23SS-0383)23SS-0383 | *Coverage of the Inflation Reduction Act of 2022*The impact of COVID-19 on the construction industry*The impact of the Tax Cuts and Jobs Act and the CARES Act on the construction industry*What property is subject to IRC Sec 460*Understand how home builders and residential contractors are exempt from IRC Sec 460*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*The various options that are available to the "small" contractor regarding taxation of long-term contracts*How the choice of entity impacts taxation of contractors*How AMT impacts the construction industry*IRC Sec 460 and "large" contractors*How "uninstalled materials" impact taxation of contractors*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Critical Issues Involving Taxation of Construction Contractors (Self-Study) (23SS-0384)23SS-0384 | *Coverage of the Inflation Reduction Act of 2022*The impact of COVID-19 on the construction industry*The impact of the Tax Cuts and Jobs Act and the CARES Act on the construction industry*What property is subject to IRC Sec 460*Understand how home builders and residential contractors are exempt from IRC Sec 460*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*The various options that are available to the "small" contractor regarding taxation of long-term contracts*How the choice of entity impacts taxation of contractors*How AMT impacts the construction industry*IRC Sec 460 and "large" contractors*How "uninstalled materials" impact taxation of contractors*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (23SS-0385)23SS-0385 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Metrics and benchmarking*Social media's place in our organization |
Self-Study | | On-Demand | 4 CPE (2 tech, 2 non-tech) | |
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (23SS-0386)23SS-0386 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Metrics and benchmarking*Social media's place in our organization |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Current Developments and Best Practices for Today's CFOs and Controllers (Self-Study) (23SS-0387)23SS-0387 | *Economic update*Leadership and management changes as a result of the pandemic*Expense control that works*Understanding our changing workforce and working environment*Financial risk analysis*Enterprise risk management*Metrics and benchmarking*Improving bank relationships and borrowing |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Top 10 Technology Risks and Trends Every CPA Should Know (Self-Study) (23SS-0388)23SS-0388 | *The benefits and challenges of implementing a data-driven decision making process*Cloud computing*Data analytics*Artificial intelligence*Workplace changes due to data disruption*The importance of securing client data*Common cyber-security threats |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's The Complete Trust Workshop (Self-Study) (23SS-0389)23SS-0389 | *Timely coverage of breaking tax legislation*Guide to legislative changes and their impact on trust planning*Introduction to trusts with emphasis on typical provisions*Revocable living trusts*Common testamentary trust arrangements -- Bypass trusts, QTIP trusts, and other marital trusts*Asset protection trusts*Sophisticated trusts for estate planning and asset transfer -- GRATs, GRUTs, and QPRTs*Charitable trusts -- Charitable remainder trusts, charitable lead trusts, and pooled income funds*Irrevocable life insurance trusts*Medicaid trusts: special needs and Miller*Trusts for minors -- Sections 2503(b) and 2503(c), and other trusts*Dynasty trusts*Section 461(l) as applied to trusts and estates*Trusts to hold S corporation stock*Special problems of estates and trusts relating to the 3.8-percent tax on investment income and specific solutions |
Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
Surgent's Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions (Self-Study) (23SS-0390)23SS-0390 | *Comprehensive coverage of the Inflation Reduction Act of 2022*Final regulations -- bonus depreciation and Section1031 exchanges*Technical correction Rev. (SectionSection1245, 1250, unrecaptured Section1250 gain for real estate, Section291 for corporations)*How to depreciate like-kind exchange property*May Section 121 and Section 1031 apply to the same transfer of property?*Reacquired installment sale property -- calculating potential gain and new basis*Understanding Section197 amortization issues; how to handle intangible asset costs*Depreciation issues, tax-deferred exchanges, personal property converted to business property, & overview of home sale exclusion*Guide for compliance and planning issues*Cases and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Planning and Strategy Formulation for Your Organization's Financial Success (Self-Study) (23SS-0391)23SS-0391 | *Differences between planning and budgeting*Building change into the planning process*The business model*Strategic plan*Marketing plan*Financial forecasting*Financial risk analysis*Five-year operating plan |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Essential Depreciation and Expensing Update (Self-Study) (23SS-0392)23SS-0392 | *Coverage of the Inflation Reduction Act of 2022*Resolved technical glitches for Qualified Improvement Property*Detailed coverage of Section179 expense election and Section168(k) bonus or "additional first-year depreciation" -- how to maximize them, definitions, limitations, what property qualifies, etc. (SectionSection1245, 1250, unrecaptured Section1250 gain for real estate, Section291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*What is "listed property" and what are the current limitations?*Amortization of start-up, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Essential Depreciation and Expensing Update (Self-Study) (23SS-0393)23SS-0393 | *Coverage of the Inflation Reduction Act of 2022*Resolved technical glitches for Qualified Improvement Property*Detailed coverage of Section179 expense election and Section168(k) bonus or "additional first-year depreciation" -- how to maximize them, definitions, limitations, what property qualifies, etc. (SectionSection1245, 1250, unrecaptured Section1250 gain for real estate, Section291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*What is "listed property" and what are the current limitations?*Amortization of start-up, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (Self-Study) (23SS-0394)23SS-0394 | *Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation*New Schedules K-2 and K-3*New Form 7203*Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review the basics of partnership and LLC formation and basis calculation*Self-employment tax or NOT, for each entity*Filling in K-1s correctly for S corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S corporation forms and content*The most frequently used forms and schedules, including some form "oddities" |
Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (Self-Study) (23SS-0395)23SS-0395 | *Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation*New Schedules K-2 and K-3*New Form 7203*Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review the basics of partnership and LLC formation and basis calculation*Self-employment tax or NOT, for each entity*Filling in K-1s correctly for S corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S corporation forms and content*The most frequently used forms and schedules, including some form "oddities" |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Self-Study) (23SS-0396)23SS-0396 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations |
Self-Study | | On-Demand | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession (Self-Study) (23SS-0397)23SS-0397 | *Data-driven decision-making processes*Top technology trends and related risks, including cloud computing, AI, RPA, and blockchain applications*Common IT security risks and controls*Requirements of SAS 142*Use of analytical procedures on professional engagements |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Time Management for Professionals (Self-Study) (23SS-0398)23SS-0398 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Taxation of the Mobile Workforce (Self-Study) (23SS-0399)23SS-0399 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out of state employee? |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Taxation of the Mobile Workforce (Self-Study) (23SS-0400)23SS-0400 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out of state employee? |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The Nimble Business: How to Thrive in a Rapidly Changing World (Self-Study) (23SS-0401)23SS-0401 | *Old and new style of planning*The attitude and culture of being nimble*Planning at the department level*Planning and risk management*Technology planning*Reinventing the organization for speed |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Self-Study) (23SS-0402)23SS-0402 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics*Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Self-Study) (23SS-0404)23SS-0404 | *Basis and at-risk basis*How to calculate the amount of annual at-risk basis*Forms 6198 and 7203*When activities may be aggregated for at-risk purposes*Qualified nonrecourse financing
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Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Microsoft Excel 2016: Useful Functions for CPAs (Self-Study) (23SS-0405)23SS-0405 | *IRR, NPV, FV, PV, PMT, SLN, SYD, and DB Financial functions*NOW, TODAY, DATE, MONTH, DAY, YEAR, TIME, HOUR, MINUTE, SECOND, WEEKDAY, and NETWORKDAYS Date & Time functions*SUM, RAND, SQRT, and ROUND Math & Trig functions*AVERAGE, MAX, MIN, COUNT, MEDIAN, MODE.SNGL, and LARGE Statistical functions*VLOOKUP, HLOOKUP, and FORMULATEXT Lookup & Reference functions*DSUM, DCOUNT, DAVERAGE, DMIN, and DMAX Database functions*PROPER, SUBSTITUTE, and LOWER Text functions*IF, AND, and IFNA Logical functions
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Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Performing Single Audits Under the Uniform Guidance for Federal Awards (Self-Study) (23SS-0406)23SS-0406 | *Core concepts involved in the single audit*The current requirements relating to the schedule of expendituresof federal awards (e.g., key sampling considerations, pass-through entities, and program-specific audits)
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Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Performing Single Audits Under the Uniform Guidance for Federal Awards (Self-Study) (23SS-0407)23SS-0407 | *Core concepts involved in the single audit*The current requirements relating to the schedule of expendituresof federal awards (e.g., key sampling considerations, pass-through entities, and program-specific audits)
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Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Understanding How the IRS Rewards Whistleblowers (Self-Study) (23SS-0408)23SS-0408 | *Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery*Review of the whistleblower claim process*Criteria for eligible claims*Case studies of significant claim recoveries paid by the IRS to whistleblowers*Issues underlying whether a practitioner should ever act as the whistleblower*Addressing delays inherent in the whistleblower claim process*The structure and role of the Whistleblower Office*Best practices for the submission of a good whistleblower claim*Working with other governmental divisions in processing whistleblower claims*A brief overview of other, non-IRS whistleblower claims |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Understanding Non-Compete Agreements (Self-Study) (23SS-0409)23SS-0409 | *Enforcement of non-compete agreements from the employer's perspective*Opposing enforcement of non-compete agreements from the employee's perspective*Understanding reasonable geographic scope and time limitations for non-compete agreements*Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's U.S. GAAP vs. IFRS: Rev Rec & Business Combinations (Self-Study) (23SS-0410)23SS-0410 | *Determining the acquisition date*Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree*Acquisition of contingencies*Noncontrolling interests*Recognizing and measuring goodwill or gain from a bargain purchase*Measurement period adjustments*Performance obligations in the Contract*Noncash considerations*Presentation of sales taxes*Impairment reversal of capitalized contract costs*Interim disclosures |
Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Understanding Specific Risks in the Small and Medium-Sized Organization (Self-Study) (23SS-0411)23SS-0411 | *Why risk management is needed in every organization*What COVID-19 has taught us about risk management*Developing an overall plan of enterprise risk management*Financial risk*Marketing risk*Compliance and liability risk*Environmental risk*Cyber risk |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (Self-Study) (23SS-0412)23SS-0412 | *AICPA hot topics and standard setting initiatives*Discussion of suite of nine integrated SASs effective for years ended December 31, 2021*Discussion of new standard on audit evidence effective for years ended December 31, 2022*Discussion of new standard on auditing accounting estimates and disclosures effective for years ended December 31, 2023*Discussion of two new standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023 |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Understanding and Testing Control and Compliance in a Single Audit (Self-Study) (23SS-0413)23SS-0413 | *The essential internal control concepts applied in single audits*How auditors obtain an understanding of controls over compliance and test the effectiveness of those controls in single audits*How auditors plan and perform tests of compliance in single audits*The identification and reporting of control and compliance findings |
Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Understanding and Testing Control and Compliance in a Single Audit (Self-Study) (23SS-0414)23SS-0414 | *The essential internal control concepts applied in single audits*How auditors obtain an understanding of controls over compliance and test the effectiveness of those controls in single audits*How auditors plan and perform tests of compliance in single audits*The identification and reporting of control and compliance findings |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Microsoft Word 2016: Getting Started (Self-Study) (23SS-0415)23SS-0415 | *Identify ways to start Word; create a new Word document; add and remove text*Identify ways to save, close, and reopen a document*Select methods to work with multiple documents and change the document view*Select document navigation methods*Recognize how to preview and print a document*Select and modify Word options; get help in Word*Identify ways to select text*Recognize ways to format text characters*Cut, copy, and paste techniques*Identify ways to find and replace text and formatting*Select the proofing tools*Identify how to change page orientation and margins*Select line spacing, paragraph alignment, and paragraph indentation options*Recognize ways to create bulleted and numbered lists*Select ways to insert page numbers, headers and footers, and page breaks*Identify how to apply styles and how to change the document theme and style set |
Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
Surgent's Microsoft Excel 365/Excel 2019: Working with Formulas and Functions (Self-Study) (23SS-0416)23SS-0416 | *Identify basic formula and function syntax*Recognize formulas pasted with relative references*Select status bar options and sum (AutoSum) for quick calculations*Recognize formulas pasted with mixed or absolute references*Identify formula results pasted as values*Select worksheets for grouping and entering formulas*Identify ways to link worksheets and workbooks with 3D formulas*Select the insert function button or buttons from the function library to insert functions in formulas*Recognize defined names as function arguments*Apply conditional formatting to formulas' results*Identify and correct common errors using the trace error icon and the formula auditing tools*Identify and correct circular references*Select color-coded cell borders to correct a cell reference error in a formula*Identify how to step through a nested formula*Identify how to use the Watch Window and other tools to analyze, protect, and hide formulas |
Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's What in the FASB Were They Thinking! Not-for-Profits and Leases (Self-Study) (23SS-0417)23SS-0417 | *Evaluating whether a contract meets the definition of a lease*Properly calculating the lease term*Determinations and decisions to be made with regard to short-term leases*Distinguishing operating leases from finance leases |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's What in the GASB Were They Thinking! Governments and Leases (Self-Study) (23SS-0418)23SS-0418 | *Evaluating whether a contract meets the definition of a lease*Properly calculating the lease term*Determinations to be made with regard to short-term leases |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities (Self-Study) (23SS-0419)23SS-0419 | *Technology and workstation arrangements*Maximizing productivity*Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Self-Study) (23SS-0420)23SS-0420 | *Discuss how productivity strategies may improve work-life balance*Understand the state tax consequences that may arise when working from home*Identify and discuss challenges unique to financial professionals*Review how some organizations are providing support to improve work-life balance*Explore the role of alternative work arrangements*Examine challenges unique to auditors versus tax professionals*A comparison of work-life balance between public and industry accountants*How work-family conflict varies among financial professionals*Recommendations for improving work-life balance
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Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
Surgent's Why People Quit: A Look at Accounting and Other Professionals (Self-Study) (23SS-0421)23SS-0421 | *Why employee retention matters*Management's thoughts on turnover*Techniques employers use to retain and grow their employees*Aspects of employment that matter most to employees*Factors that contribute to employee turnover in accounting and finance professions |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Microsoft Excel 365/Excel 2019: Working with Data Ranges and Tables (Self-Study) (23SS-0422)23SS-0422 | *Identify the guidelines for a well-organized data range*Enter, test, and copy validation rules*Use the Data Form for data entry*Sort and filter a data range*Select ways to add subtotals, a grand total, and data grouping to a data range*Identify data range and table differences*Define an Excel table using buttons on the Home and Insert tabs, the Quick Analysis feature, a keyboard shortcut, and by formatting a data range as a table*Enter data and formulas in a table*Change table formatting*Resize a table*Scroll, sort, filter, and summarize a table*Convert a table to a data range
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Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Self-Study) (23SS-0423)23SS-0423 | *What stock options are and why they are growing in popularity*How stock options work, including the process of conveyance and vesting*How to exercise stock options and the implications from doing so*The risks associated with stock options and how to manage exposure*Tax consequences and updates regarding stock options*Strategies for selecting the best time to exercise stock options*The difference between the two types of stock options: non-qualified and incentive*The basic terminology relevant to owning and exercising options |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Give Me a Little Credit: Understanding the Yellow Book CPE Requirements (Self-Study) (23SS-0424)23SS-0424 | *Understanding who is and is not subject to the 24-hour and 56-hour Yellow Book CPE requirements*Evaluating whether certain topics and training qualify or do not qualify toward the 24-hour and 56-hour Yellow Book CPE requirements*Recognizing how an audit team member's role affects the Yellow Book CPE requirements that apply |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Not a Minor Matter: Determining Major Programs in a Single Audit (Self-Study) (23SS-0425)23SS-0425 | *Understand the risk-based program selection approach to identifying major programs*The four-step major program determination process*How to identify "not low-risk type A programs" and "high-risk type B programs" |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's The Yellow Book Performance and Reporting Requirements for a Financial Audit (Self-Study) (23SS-0426)23SS-0426 | *How Yellow Book financial audits differ from GAAS audits and single audits*The Yellow Book performance and reporting requirements related to internal control and compliance*The requirements for reporting Yellow Book audit findings* |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Surgent's The Yellow Book Performance and Reporting Requirements for Attestation Engagements (Self-Study) (23SS-0427)23SS-0427 | *How Yellow Book attestation engagements differ from engagements performed solely under the AICPA requirements*The Yellow Book performance and reporting requirements related to attestation engagements and reviews of financial statements |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Fraud in Governments and Nonprofits (Self-Study) (23SS-0428)23SS-0428 | *Common characteristics of fraud perpetrators*Frauds involving supplies, credit card programs, and overtime*Key controls to detect and prevent fraud |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's The Basics of Nonprofit Financial Reporting (Self-Study) (23SS-0429)23SS-0429 | *The basic financial statements that nonprofits prepare*Best practices for nonprofit reporting*Tailoring the financial statements to fit the not-for-profit |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Surgent's Government/Not-for-Profit Update (Self-Study) (23SS-0430)23SS-0430 | *Preparing for the implementation of GASB No. 87 related to leases*How to apply recent FASB ASUs related to contributed nonfinancial assets and leases*Other key developments affecting governments and not-for-profits |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals (Webinar) (24WI-0048)24WI-0048 | n/a |
5/13/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (24WI-0015)24WI-0015 | *5-step process for recognizing revenue |
4/19/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Excel: Building Powerful Lookup & Reference Formulas (Webinar) (24WI-0004)24WI-0004 | *Advanced search and data retrieval with LOOKUP, INDEX and MATCH functions*Speeding up worksheet creation with the INDIRECT function*Conditions with the LOGICAL functions (IF, AND, OR, NOT)*ERROR checking functions |
4/8/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 6: List Comparisons and Indenting (Webinar) (24WI-0040)24WI-0040 | n/a |
4/30/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Take Control of Your Audit: Avoid Common Internal Control Missteps (Webinar) (24WI-0009)24WI-0009 | *The audit risk model*Key steps in evaluating internal control*Missteps in evaluating internal control*Linkage between AU-C 315 and AU-C 330 |
4/12/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (23WI-0921)23WI-0921 | *A tour of the PowerBI.com interface*Sharing data with Power Pivot and Power BI Desktop*Creating visualizations and turning them into dashboards*Sharing visualizations and dashboards with others |
3/28/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Applying the Uniform Guidance in Your Single Audits (Webinar) (24WI-0056)24WI-0056 | *Introduction to single audits*Preparation of the schedule of expenditures of federal awards and determining major programs*Understanding, assessing, and testing internal control*Testing compliance with federal statutes and regulations and applicable compliance requirements*Auditor reporting in a Uniform Guidance compliance audit*Program-specific audits*Administrative requirements and cost principles in a single audit |
5/22/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Documenting Internal Control (Webinar) (24WI-0029)24WI-0029 | *Documentation tools such as internal control questionnaires, narratives, flowcharts and control matrixes*Auditor considerations for documenting internal controls in a risk assessment*Documentation of an assessment of internal control |
4/25/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
PCAOB Updates (Webinar) (24WI-0055)24WI-0055 | *The audit with other auditors*Strategic priorities of the PCAOB*The auditor's use of confirmations*Proposed quality control standard |
5/17/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Current and Upcoming FASB Issues (Webinar) (24WI-0017)24WI-0017 | *FASB recent accounting standards updates*FASB conceptual framework projects*FASB measurement projects*FASB presentation and disclosure projects |
4/22/2024 | 1 - 2:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Tax Research I: Tax Staff Essentials (Webinar) (24WI-0033)24WI-0033 | *Online tax research methodology*Authoritative tax hierarchy*The power of professional language in business writing*Book/tax adjustment documentation*Tax return support documentation |
4/25/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Preparation, Compilation and Review Engagements: Update and Review (Webinar) (24WI-0027)24WI-0027 | *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 |
4/24/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial Instruments and Leases (Webinar) (24WI-0054)24WI-0054 | *FASB accounting standards updates in financial instruments and leases*Credit losses, troubled debt restructuring, lease accounting |
5/17/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
PCAOB Updates (Webinar) (24WI-0020)24WI-0020 | *The audit with other auditors*Strategic priorities of the PCAOB*The auditor's use of confirmations*Proposed quality control standard |
4/22/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Accounting for Digital Assets under US GAAP, Part II (Webinar) (24WI-0011)24WI-0011 | *Guidance on how to account for digital assets*Fair value of digital assets under FASB ASC 820*Accounting for stablecoins*Specialized industry practice for digital asset accounting |
4/17/2024 | 8 - 9:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data (Webinar) (24WI-0050)24WI-0050 | n/a |
5/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
COSO's Internal Control Framework Essentials (Webinar) (24WI-0028)24WI-0028 | *Components and principles of internal control *Concepts associated with the COSO framework *Management responsibilities versus auditor responsibilities *Common significant accounting processes *Tools and techniques used for internal control documentation |
4/25/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Auditing, Assurance and Ethics Update for Governments and Not-for-Profits (Webinar) (24WI-0010)24WI-0010 | *Auditing Standards Board updates*Common audit deficiencies*SAS updates*Ethics updates*Ethics interpretations |
4/16/2024 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Accounting for Digital Assets under US GAAP, Part I (Webinar) (24WI-0002)24WI-0002 | *Brief overview of digital assets.*How to account for investments in crypto assets, like bitcoin.*How to account for the receipt of digital assets when received as consideration from a contract with a customer.*How to apply the intangible asset accounting model to holdings of digital assets.*How to account for the sale of digital assets.*Factors that custodians or depositors of digital assets may consider to determine when to recognize ownership of digital assets. |
4/8/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
CANCELLED - Yellow Book: Staying Compliant with Government Auditing Standards (Webinar) (24WI-0047)24WI-0047 | *Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS)*General requirements for complying with the Yellow Book*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements*Fieldwork standards for performance audits*Reporting standards for performance audits |
5/3/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Accounting for Digital Assets Under U.S. GAAP, Part III (Webinar) (24WI-0037)24WI-0037 | *How to recognize a derivative or embedded derivative in a digital asset transaction*How to determine if a derivative or embedded derivative meets the net settlement criterion*Understand the financial statement impact and disclosure considerations related to derivatives and embedded derivatives*How the mining process is used to validate transactions*How revenue is recognized by mining entities. |
4/29/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performing Preparation, Compilation and Review Engagements (Webinar) (24WI-0026)24WI-0026 | *Definition of an engagement*Forms, checklists and other documentation used for conducting preparation, compilation, and review engagements*Explanation of the differences between compilation and preparation engagements*Criteria of a compilation engagement and the entities where compilations can be performed*Criteria of a review engagement*Changes in level of service |
4/24/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Bottom Line on the New Lease Accounting Requirements (Webinar) (24WI-0024)24WI-0024 | *Lease classification*Amortization of the lease asset*Derecognition of the underlying asset*Recognition of lease receivables |
4/23/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Excel: Functions and Formula Shootout (Webinar) (24WI-0006)24WI-0006 | *Formula creation best practices *Demonstration of various Excel functions to enhance calculations *Using Excel functions to perform advanced calculations |
4/9/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel: Advanced Spreadsheet Troubleshooting Techniques (Webinar) (24WI-0005)24WI-0005 | *The value and the art of nesting formulas*Different ways to troubleshoot complex formulas*Excel's nine built-in error-checking options |
4/9/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Reviewing Individual Tax Returns: What Are You Missing? (Webinar) (24WI-0042)24WI-0042 | *Section 199A qualified business income deduction*Timeshare properties*Home office*Hobby losses*Self-employment health insurance*Business start-up costs*Depreciation*Unreported income*Schedule C issues*Like-kind exchanges*Self-employment tax*Sections 1202 and 1244 stock*Charitable contributions of property |
4/30/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Risk Management Techniques and Tools (Webinar) (24WI-0036)24WI-0036 | *Enterprise risk management protects and enhances stakeholder value*ERM can be used by businesses of all sizes*SWAT analysis and PESTLE analysis to analyze risks*Tools and techniques in risk awareness and management*Value stream perspective for enterprise risk management*ISO 31000-2018 principles*COSO ERM framework |
4/26/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization (Webinar) (24WI-0025)24WI-0025 | n/a |
4/24/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Yellow Book: Application of GAGAS Principles (Webinar) (24WI-0012)24WI-0012 | *Foundation and principles for government auditing*General requirements for complying with GAGAS*Ethics, independence and professional judgment*Competence and CPE*Quality control and peer review |
4/17/2024 | 10 a.m. - 3:30 p.m. | Online | 5.5 CPE (5.5 tech, 0 non-tech) | |
Current Audit Environment and ASB Activity (Webinar) (24WI-0053)24WI-0053 | *Updates to auditing and attestation standards*Recently issued exposure drafts*Current environment and implication for audit planning |
5/17/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Obtaining an Understanding of Internal Control (Webinar) (24WI-0031)24WI-0031 | *Various definitions and aspects of internal control, including separation of duties and safeguarding of assets *Key aspects of internal control from various organizations, such as COSO, SEC, and PCAOB*Factors to consider, for example, industry, regulation, and nature of the entity *Risk assessment procedures, namely inquiry, analytical procedures, and observation and inspection, as well as brainstorming |
4/25/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups (Webinar) (24WI-0039)24WI-0039 | n/a |
4/29/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial Instruments and Leases (Webinar) (24WI-0019)24WI-0019 | *FASB accounting standards updates in financial instruments and leases*Credit losses, troubled debt restructuring, lease accounting |
4/22/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Cash Management: Strategies and Execution (Webinar) (23WI-0920)23WI-0920 | *Cash management*Working capital policies*Financing*Planning and monitoring |
3/28/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Finance Business Partnering: Influence to Impact (Webinar) (24WI-0008)24WI-0008 | *An overview of the finance business partner*Developing business acumen*Business model generation*Strategic planning process*Improving the impact of your communication*Read your stakeholders better*Communication insights |
4/11/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Excel: Advanced Financial and Statistical Calculations (Webinar) (24WI-0003)24WI-0003 | *Best practices for creating amortization schedules and calculating annual interest payments*Calculating and summarizing data with SUMIF and SUBTOTAL functions*Using statistical functions to analyze data |
4/8/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Finance Business Partnering: The Essentials (Webinar) (24WI-0007)24WI-0007 | *Finance evolution and performance*Barriers and how to overcome them*Impact of technology*Restructuring for the digital age*Best behaviors*Lessons on influence from psychology*Communication*Visual presentation |
4/10/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Taxation of Property Transactions (Webinar) (24WI-0021)24WI-0021 | *IRC Sections 1231, 1245, and 1250*Depreciation recapture*Capital gains and losses*Nonrecognition transactions |
4/22/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Impact of GASB Activities on State and local Government (Webinar) (24WI-0001)24WI-0001 | *GASB statements issued*GASB projects*Subscription-based information technology arrangements*Public-private and public-public partnership arrangements.*Compensated absences |
4/5/2024 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Yellow Book: Application of GAGAS Principles (Webinar) (24WI-0057)24WI-0057 | *Foundation and principles for government auditing*General requirements for complying with GAGAS*Ethics, independence and professional judgment*Competence and CPE*Quality control and peer review |
6/27/2024 | 8 a.m. - 1:30 p.m. | Online | 5.5 CPE (5.5 tech, 0 non-tech) | |
Streamlined Excel Reporting Series Session 2: Working with PivotTables (Webinar) (24WI-0049)24WI-0049 | n/a |
5/14/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Documenting Your EBP Audit: What You Need to Know (Webinar) (24WI-0038)24WI-0038 | *Audit planning*Risk assessment and control testing*Documentation best practices for investments and notes receivable*Key audit areas in the financial statements, such as contributions, benefit payments, and plan expense*Participant data and participant accounts*Initial audits, plan mergers, and other issues |
4/29/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Unique Audit Considerations in Defined Benefit Plans, Health and Welfare Plans and ESOPs (Webinar) (24WI-0052)24WI-0052 | *Accounting for and reporting on defined benefit pension and health and welfare plans*Unique audit considerations for ESOPs*Using the work of a specialist |
5/16/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Multi-State Taxation (Webinar) (24WI-0023)24WI-0023 | *Constitutional limits and P.L. 86-272*Nexus, UDITPA, and MTC*Calculation of state taxable income*Filing methods for multistate taxpayers*Apportionment and allocation*Multistate income tax planning*Audit defense strategies |
4/23/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Current Audit Environment and ASB Activity (Webinar) (24WI-0014)24WI-0014 | *Updates to auditing and attestation standards*Recently issued exposure drafts*Current environment and implication for audit planning |
4/19/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
How Culture Affects Risks (Webinar) (24WI-0035)24WI-0035 | *Communicating core values*Corporate culture built upon core values*Risk awareness *Behavioral-based interviewing |
4/26/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Risk Management Is Evolving (Webinar) (24WI-0043)24WI-0043 | *Risk management*Value stream and Plus/Delta techniques*Cyber risks*Black Swan events |
4/30/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 1: Tables and Named References (Webinar) (24WI-0018)24WI-0018 | n/a |
4/22/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 4: Conditional Summing and Lookups (Webinar) (24WI-0030)24WI-0030 | n/a |
4/25/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Streamlined Excel Reporting Series Session 4: External Data and PivotCharts (Webinar) (24WI-0051)24WI-0051 | n/a |
5/16/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performing a Single Audit Under the Uniform Guidance (Webinar) (24WI-0032)24WI-0032 | *Fundamentals of a compliance audit performed under the Uniform Guidance*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*Writing an audit finding*Reporting requirements of a single audit |
4/25/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Tax Research II: Tax Staff Essentials (Webinar) (24WI-0034)24WI-0034 | *The elusive nature of tax questions*Assessing and applying authority*External communications*Research methodology for tax planning comprehensive examples |
4/25/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Linking Risk Management to Strategy (Webinar) (24WI-0041)24WI-0041 | *Enterprise risk management*Strategic planning*Key challenges organizations face*The finance professional's expanding role*Black Swan events |
4/30/2024 | 2 - 3:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Auditing Digital Assets, Part I (Webinar) (24WI-0016)24WI-0016 | *Client acceptance and continuance*Risk assessment and processes and controls*Laws and regulations and related parties |
4/22/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Employment Law Update: Reducing Employer Liability (Webinar) (24WI-0013)24WI-0013 | *Employment law basics*Employment-related issues from evolving technologies and cyberspace*Wrongful termination*Harassment claims *Retaliation claims |
4/18/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Roles and Responsibilities in Risk Management (Webinar) (24WI-0044)24WI-0044 | *Risk management*Anticipatory leadership*Leadership roles in risk management |
4/30/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check (Webinar) (24WI-0046)24WI-0046 | n/a |
5/2/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation (Webinar) (24WI-0045)24WI-0045 | n/a |
5/1/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting (Webinar) (24WI-0022)24WI-0022 | n/a |
4/23/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Ethical Considerations for CPAs (Self-Study) (23SS-0431)23SS-0431 | *The CPA's role in today's economy
*The similarities and differences between individual and business ethics
*The link between ethics, integrity and scruples
*The basic attributes of ethics and professional conduct
*The history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct
*The AICPA's Code of Professional Conduct and a CPA's responsibility to the public, clients, and colleagues
*The common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers |
Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
Surgent's Ethical Considerations for the CPA (Self-Study) (23SS-0432)23SS-0432 | * Examine the CPA's role in today's economy
* Compare similarities and differences between individual and business ethics
* Explore the link between ethics, integrity and scruples
* Discuss the basic attributes of ethics and professional conduct
* Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct
* Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues
* Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers
*Review CPA Independence violations by current legal case examples |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Surgent's General Ethics for Tax Practitioners (Self-Study) (23SS-0433)23SS-0433 | *Who is a tax practitioner?
*What responsibilities does the Office of Professional Responsibility regulate?
*What limitations does the IRS place on fee arrangements?
*What duties does the practitioner have with respect to client records?
*What limitations apply with respect to a written tax opinion?
*What sanctions may be applied for violations of Service imposed standards of conduct?
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Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Presentation Skills for Auditors (Webinar) (23WX-3996)23WX-3996 | *How to connect with your audience*What to do when the unexpected happens*How to use your natural resources to enhance your message*How to narrow your message for maximum impact*What to avoid in a PowerPoint presentation |
4/17/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Not-for-Profit Reporting and Presentation (Webinar) (23WX-3853)23WX-3853 | *Presentation of not-for-profit financial statements focusing on ASU 2016-14 and ASU 2016-18 with example disclosures*Common pitfalls on functional expense reporting*Tips to consider on functional expense reporting*Ways to manage liquid resources*Peer review findings relating to implementation of ASU 2016-14*Items to consider when preparing for an audit and reviewing financial statements related to COVID-19 (underwater endowments, liquidity, going concern, subsequent events etc.)*Key facts and impacts on current ASUs*Cybersecurity issues |
4/2/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Vexing Issues Facing Not-for-Profit Accountants (Webinar) (23WX-3975)23WX-3975 | *Determining whether a transaction is a revenue versus a gain or an expense versus a loss and why that is important for proper financial reporting*Clarifications related to agency transactions, including when variance power is present*New definitions and requirements related to contributed services and gifts in kind*Comparing the proper reporting for comparative versus summarized financial reporting*Clarifications regarding the options available for reporting special events*A greater understanding of the unique features of the statement of cash flows for NFPs*Clarifications related to joint costs and their allocation |
4/15/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New IRS Highly Effective Penalty Relief Strategies (Webinar) (23WX-3938)23WX-3938 | *The basis for penalty relief*Differing options for penalty relief*Employing an effective strategy using different forms of penalty relief*Appealing any proposed rejections*A clever penalty relief strategy for full pay case |
4/10/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Becoming Conflict Competent (Webinar) (23WX-3912)23WX-3912 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict |
4/8/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Excel: From a Blank Sheet to a Finished Workbook (Webinar) (23WX-4021)23WX-4021 | *Best practices for creating a report in Excel*Getting data into Excel*Techniques to efficiently create reports in Excel*Using PivotTables to create interactive reports in Excel |
4/18/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New 2018 Yellow Book Independence Requirements (Webinar) (23WX-4132)23WX-4132 | *Key changes to documenting independence in an audit conducted in accordance with GAGAS*Enhanced documentation required once a significant threat has been identified and the safeguards applied*Clarifications related to certain services that always impair independence*Clarification related to when the conceptual framework must be used*Clarifications related to determining if clients possess suitable skills, knowledge or experience to take responsibility for the non-attest services provided by auditors*Other important matters contained in the 2018 Government Auditing Standards related to independence |
4/29/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New 2018 Government Auditing Standards Update (Webinar) (23WX-3857)23WX-3857 | *Key changes made by the 2018 version of Government Auditing Standards*Enhanced required reporting related to internal controls and compliance in a financial statement audit*Clarifications related to the supplemental performance requirements in a financial statement audit imposed by the 2018 Yellow Book*New requirements related to independence in a Yellow Book audit*Other important matters contained in the 2018 Government Auditing Standards related to financial statement audits |
4/2/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Critical Thinking Masterclass (Webinar) (23WX-3852)23WX-3852 | *Cognitive bias*Conducting a "thinking audit"*Metathinking*Professional skepticism*Decision mapping*Habit replacement*Emotional intelligence*Memory enhancement |
4/2/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Illicit to Essential: Marijuana & Hemp/CBD Evolving Issues (Webinar) (23WX-4115)23WX-4115 | *Fast-paced discussion of what has been learned in other more mature markets like Colorado, Oregon and California*Discussion of what to expect in emerging markets where there is currently only medical access to cannabis or recent state legal regulatory access to recreational cannabis*The state of Colorado will be used as an example of cannabis economics and regulatory oversight |
4/27/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Retirement Planning: IRAs (Webinar) (23WX-3945)23WX-3945 | *IRA Types & Basic Requirements *MAGI Thresholds for Traditional & Roth IRA's *IRA Distributions *Handling Coronavirus Distributions *Handling Roth IRA Distributions *Required Minimum Distributions *Qualified Charitable Distributions (QCD's) |
4/10/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Ethics: How to Ensure Zombie Ethics Won't Kill Your Business (Webinar) (23WX-3935)23WX-3935 | *Several myths about ethical leadership that continue to plague businesses like yours*Why these ideas deserve to be put to rest for good and what should take their place |
4/10/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New Audit 502: The Art of Discipline and Getting Things Done (Webinar) (23WX-4080)23WX-4080 | *Creating a culture of discipline*Project and time management best practices*Avoiding common time wasters*Tips for both getting, and staying, organized*Managing stress for yourself and others*Managing productive meetings |
4/24/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Walter Haig's AICPA Auditing Standards Update (Webinar) (23WX-3878)23WX-3878 | *AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)*The new SAS 145 risk assessment requirements*The new SAS 134 as amended audit reports*How to fulfill responsibility to detect fraud under AU-C Section 240*How to help clients design, implement and maintain their internal controls*Troublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigation*How to perform profitable audits of Small- and medium-Sized Entities (SMEs) |
4/4/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Walter Haig's Personal Financial Health Checkup (Webinar) (23WX-4041)23WX-4041 | *Preparing a personal financial statement following U.S. GAAP*Recasting U.S. GAAP personal financial statements into powerful management tools*Identifying key financial factors that must be managed in order to achieve financial self-sufficiency*Key personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at Death*How to create "goal" statements that achieve results |
4/22/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Payroll Essentials: De-mystifying Form W-4 (Webinar) (23WX-4141)23WX-4141 | *Form W-4, Employee Withholding Certificate changes*Understanding what an employer can, and cannot do with regards to Form W-4 |
4/30/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
How Machines Are Coming Alive and Ruling the World (Webinar) (23WX-4046)23WX-4046 | *What is the Internet of Things (IoT)? *IoT In Action*IoT Economic Impacts*How IoT Will Impact Accountants*Structured vs. Unstructured Data: The New Accounting Frontier*Leading IoT Challenges and Risks*Emerging IoT Business Models for Accountants*How to Monetize IoT*IoT Starter Strategy*IoT Case Studies |
4/22/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics: Plain Talk About IRS Ethics and Conduct (Webinar) (23WX-3860)23WX-3860 | *Introduction: What is the IRS "Plain Talk" Document?*Office of Government Ethics (OGE) Standards*Key Principles of Ethical Conduct*Gifts from Outside Sources*Gifts from Within the Agency*When Gifts Cannot be Accepted from Outside Sources*Conflicts of Interest*Outside Activities and Employment*Misuse Of Position*Using and Accounting for Office Time*Using Government Property*Matters Concerning Personal Activities*Rules Concerning Employee Conduct and Official Activities*Who Can Help Within IRS |
4/2/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Retirement Planning: Next Stage for You or Your Client (Webinar) (23WX-4023)23WX-4023 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about*It's About Time -- Discovering a new sense of purpose*Money Matters -- Assessing your financial conditions*Relationships Matter Too -- Addressing needed or potential changes in your relationships*Healthy Habits -- Examining new or renewed ways to stay healthy*Who I Am -- Creating a new identity, and answering "So what do you do?"*My Master Plan -- Figuring out what to do next |
4/18/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Unconscious Bias with Dr. Toby Groves (Webinar) (23WX-4060)23WX-4060 | *Advanced strategies to recognize decision-making biases in your work*How audit investigations are affected by unconscious bias*The neuroscience behind implicit associations*Cognitive diversity and group decision making*How stereotypes develop*Ethical decisions and implicit associations |
4/23/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Shorten Month-End: Closing Best Practices (Webinar) (23WX-4103)23WX-4103 | *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 |
4/26/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
FASB ASC 842, Leases: A Deep Dive into Implementation Issues (Webinar) (23WX-4062)23WX-4062 | *Accounting Standard Update for Leases (ASC Topic 842)*Key differences between ASC Topic 842 and ASC Topic 840*Implementation options, entries, practical expedients, and remeasurement triggering events |
4/23/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (23WX-4026)23WX-4026 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in SAS Nos. 134-145 |
4/19/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Nonprofit Taxation: Key Tax Rules (Webinar) (23WX-3904)23WX-3904 | *Recent tax legislation and developments related to not-for-profit entities such as charities, hospitals, universities and other not-for-profits*A discussion of the basics of unrelated business income tax*Excise tax on salaries exceeding $1 million*Denial of fringe benefits and taxation of their value as UBIT*Separating businesses for purposes of UBIT*Excess parachute payments |
4/8/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Analytical Procedures: Practical Applications and Standards (Webinar) (23WX-4069)23WX-4069 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures |
4/23/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Emotional Intelligence: The Critical Factor in Success (Webinar) (23WX-4095)23WX-4095 | *What is 'Emotional Intelligence'*Understand emotions, your emotions and others*Utilize appropriate social skills*Understand the value of a timely pause*Why should you forgive and forget?*Properly managing emotions*Know how to handle pressure and setbacks |
4/25/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Reporting Fundraising Results: Form 990 Part VIII (& Sch. M) (Webinar) (23WX-3957)23WX-3957 | *Definition of "fundraising events and sales" and distinguishing operations that are outside of such characterization*Address of what constitutes a true gift or contribution when same is paid on top of a purchase of services or goods*Specifics of Form 990 inputs to be made on Part VIII Lines 1c and 8a (and noting companion Schedule G reporting) and noting insufficiency of GAAP reporting*Handling PPP loan forgiveness as a revenue stream*Inputting data in order to bifurcate an event's participant or purchaser's payment to "gift/contribution" versus fundraising event or sale revenue streams*What constitutes a "solicitation" expense that need be reported on Part IX, and thus cannot be characterized as a direct expense of a fundraising event or sale*Practical tips for handling revenues from silent auctions and guidance on auction of "rights to use" another's properties or services*Communicating with filers' managers as to the advance work they can perform to shortcut 990 documentation needs in this arena*Ramifications and results of 990 Part VIII reporting on each of the two "public support tests" |
4/11/2024 | 1 - 3:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
New Project Management: Making Ideas a Reality (Webinar) (23WX-3884)23WX-3884 | *Applying project management templates to a sample initiative*Leveraging project management tools for effective communication |
4/4/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Power BI: Use Advanced Calculations with DAX Formulas (Webinar) (23WX-4011)23WX-4011 | *Review Power Pivot calculations (column calculations vs. measures)*Create advanced DAX formulas*Using a Date/Calendar table for data analysis*The DAX calculation process |
4/18/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Long-Term Care Insurance: Make the Switch (Webinar) (23WX-4090)23WX-4090 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding |
4/25/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Tax Depreciation: Review and Update (Webinar) (23WX-4006)23WX-4006 | *Recent tax legislation and developments related to capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules*Other related topics |
4/17/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Watch Your Mouth! Microaggression Awareness for CPAs (Webinar) (23WX-3911)23WX-3911 | *Definition and examples of microaggressions*The impact of microaggressions on individuals and ethical behavior*The experiences of Black professionals in the accounting field*Diversity, equity, and inclusion (DEI) initiatives in the workplace*Implicit bias and social categorization*Strategies for addressing microaggressions in the workplace*Personal responsibility and accountability for creating a more inclusive environment |
4/8/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Payroll Essentials: Fringe Benefits - Taxable or Not? (Webinar) (23WX-3810)23WX-3810 | *What is and what is not a fringe benefit*Payroll tax withholding rules on taxable fringe benefits*Payroll reporting on employee checks, payroll returns, and W-2s*What to watch for at year end and where to go to get resources |
3/28/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Form 990 Parts V (Other Tax Issues) & I (Financial Summary) (Webinar) (23WX-3808)23WX-3808 | *Addressing Part V's additional tax compliance points for 990 filers (i.e., statutory requirements outside of those that relate to maintaining tax-exemption-qualification)*Substantive background on the underlying line-specific tax needs covered in four key lines: 1) Use of a common paymaster (and its impact on) "number of employees" [and ramifications on mandated e-filing applicable to larger organizations] (Line 2) 2) When a Form 990-T filing is (and is not) required (Line 3a) 3) The quid pro quo solicitation disclosure mandates (Line 7a/7b) 4) Need to communicate when soliciting donors if the organization is not eligible to receive tax-deductible contributions (Line 6a/6b)*Existence of other, and often overlapping, disclosures and/or filings required when a filer captures specific amounts of tax-deductible charitable contributions, including, in certain circumstances, donations of property*Explanation of the basics behind the excise tax schemes applied to filers who either: hold "donor-advised funds" (Lines 8 and 9); or are potentially reached by IRC section 4960's executive compensation tax (Line 15)*Potholes in culling the current and prior year's tax return information necessary to complete Part I's Lines 8--22 |
3/28/2024 | 10:30 a.m. - 12 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
New Beware the Tax Enforcers: How the US Prosecutes Tax Evaders (Webinar) (23WX-3960)23WX-3960 | *Overview of the Tax Division's role and responsibilities*Civil litigation and appellate cases in the Tax Division*Criminal investigations and prosecutions of tax law violations*Protecting the public fisc through affirmative civil litigation*Encouraging voluntary compliance with tax laws*Ensuring fair and uniform enforcement of tax laws*Collaboration with other federal agencies in tax law enforcement |
4/12/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
How-To Guide to Fraud Investigations (Webinar) (23WX-4097)23WX-4097 | *Typical asset misappropriation schemes and how they are carried out*Red flags of asset misappropriation schemes*Data analysis, including financial ratios that may identify irregularities*Analyzing financial statements for fraud investigations*In-depth asset misappropriation case study |
4/25/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Federal Employee Conduct Violations: Studying Moral Failures (Webinar) (23WX-3873)23WX-3873 | *Definition and examples of federal employee conduct violations*The impact of conduct violations on individuals and organizations*The role of personal ethics in the federal workforce*Consequences of violating ethical standards*Strategies for preventing and addressing conduct violations*Case studies of federal employee conduct violations*Lessons learned from conduct violation cases |
4/3/2024 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New Supervision/Management Competencies: An Ethical Approach (Webinar) (23WX-4143)23WX-4143 | *Overview of Virtue Ethics*Milgram and Zimbardo case studies*Navigating the transition from "Buddy to Boss"*Self-Awareness and Regard for Others*Setting Standards and Analyzing Performance*Unconscious Bias*Communication Skills |
4/30/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Ransomware: How to Protect Against and Recover From Attacks (Webinar) (23WX-4074)23WX-4074 | *Overview of ransomware *Ransomware trends *Overview of how ransomware attacks are conducted*Considerations when deciding whether or not to pay the attackers*Key controls for protecting against ransomware |
4/24/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Excel: Create KPI Dashboards for Maximum Impact (Webinar) (23WX-3867)23WX-3867 | *Dashboard design guidelines*Setting up a Data Model*Creating calculated fields and columns*Creating KPIs*Adding a linked table to the data model*Creating PivotTables and PivotCharts*Adding Power View visualizations*Reviewing the completed dashboard |
4/3/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Ethics: Regulatory and Standards Update (Webinar) (23WX-4109)23WX-4109 | *Recent ethics standards changes that impact your practice*Key regulatory changes and initiatives affecting CPAs and the future of the profession*Emerging issues and standard-setting activity that could affect your practice*Practical applications of the standards and common practice issues and challenges*Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties*How failure to follow the standards can result in unwanted regulatory actions and publicity |
4/26/2024 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
New Start a Forensic Accounting Practice with Confidence (Webinar) (23WX-3807)23WX-3807 | *What equipment is needed to start a forensic accounting practice*The common services needed by clients*Using your current skillset, identify the type of services you can provide*How to market your services to a particular segment of possible clients*Best practices in starting a forensic accounting practice |
3/28/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Audit 504: Making Rain - Success with Clients and Prospects (Webinar) (23WX-4126)23WX-4126 | *Continued marketing to existing clients*How to better connect with existing and prospective clients*Motivating prospective clients to engage with your firm*Methods for building value perceptions with existing and prospective clients*Differentiating your firm from the competition, including translating features into benefits*Handling objections and closing a sale |
4/29/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Ethics: Get Rich, Lose Weight, and Enjoy True Love (Webinar) (23WX-4005)23WX-4005 | *"What would you do?" quiz with five challenging scenarios*A deep dive into the five principles of ethical intelligence: Do No Harm, Make Things Better, Respect Others (by keeping confidences, telling the truth, and keeping your promises), Be Fair, Care*Complete a few fun writing exercises (optional) during the webinar*How the principles of ethical intelligence reveal which option in each scenario is best*Call to Action so that some of the lessons from this webinar can be put into practice immediately |
4/17/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New Audit 406: Auditing Revenue Recognition - Common Risks (Webinar) (23WX-4050)23WX-4050 | *Generally accepted accounting principles related to sales, including the newest revenue recognition model of Topic 606*Common revenue recognition fraud schemes and potential audit responses*Audit responses to significant risks requiring special audit consideration related to revenue recognition |
4/22/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (23WX-3970)23WX-3970 | *Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story |
4/15/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Power BI: Create Excel Dashboards for Maximum Impact (Webinar) (23WX-3906)23WX-3906 | *Dashboard design guidelines*Using Excel features to create visuals*Using visuals to create dashboards*Introduce new Power BI tools that enhance visual and dashboard creation |
4/8/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Hold Your Horses! How Landmark Fraud May Have Been Avoided (Webinar) (23WX-3972)23WX-3972 | *Key aspects of Rita Crundwell's theft*Internal controls that could have prevented the theft*Internal controls that could have detected the theft in a timely manner*Independence in both fact and appearance*Lessons for CPA firms*Lessons for government agencies |
4/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (23WX-4034)23WX-4034 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? |
4/19/2024 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New The Choice of Entity Decision: What is Best for Your Client (Webinar) (23WX-3924)23WX-3924 | *Recent tax legislation and developments related to various entities, including sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations*Impact of the Section 199A deduction*Ramifications of the C to S election and the S to C election*Corporate tax rate to individual tax rate comparison examples*Other related topics |
4/9/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Remote Working for Accountants (Webinar) (23WX-3823)23WX-3823 | *Remote working overview*Pros and cons of remote working*Remote work case studies*Leading remote work software and vendors *Lessons learned to date*Key resources and communities online tarter strategy for accountants |
3/29/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Determining Reasonable Compensation for Owner Employees (Webinar) (23WX-3958)23WX-3958 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units |
4/12/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Key Cybersecurity Controls for CPAs (Webinar) (23WX-4040)23WX-4040 | *The five key tenets of cybersecurity: Identify, Detect, Protect, Respond, Recover*Review specific cybersecurity controls within each of the five cybersecurity tenets*How to appropriately assess key cybersecurity controls |
4/22/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
QuickBooks ONLINE: Monthly Closeouts and Year-End Cleanups (Webinar) (23WX-4035)23WX-4035 | *The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation*Why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit |
4/19/2024 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Decentralized finance (DeFi): Implications for Practitioners (Webinar) (23WX-3851)23WX-3851 | *Specifics of various DeFi applications, including decentralized exchanges, yield farming, staking, and providing liquidity to liquidity pools*Discussion and examination around the accounting implications and impact of DeFi applications on the audit process*What practitioners need to know about the wide array of types of DeFi and how these different use cases changing the crypto-accounting conversation*External resources provided for extra contextual information |
4/2/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Cases in Corporate Ethics: Discuss Real Life Conflicts (Webinar) (23WX-4089)23WX-4089 | *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? |
4/25/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Risk Assessment for Small Business Audits (Webinar) (23WX-3835)23WX-3835 | *Understanding the client's business and industry in which it operates*Internal control*Assessing the magnitude and likelihood of risk*Linking risk assessment to substantive audit procedures |
4/1/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Cybersecurity 101 for CPAs (Webinar) (23WX-4028)23WX-4028 | *The typical IT architecture and technology components that reside in an IT environment*Specific cybersecurity controls that are applied at each layer within an IT environment*An overview of common cybersecurity frameworks used within the industry to establish and assess cybersecurity controls |
4/19/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Accountants and Malpractice: Can We Get Sued for This? (Webinar) (23WX-3854)23WX-3854 | *How accountant liability is a very real threat in today's litigious society*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit*Pitfalls in which the accountant may find him- or her- self while dealing with clients*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases |
4/2/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (23WX-4013)23WX-4013 | *Risks Associated with Social Media*Sections of the AICPA Code of Professional Conduct That Might Be Violated Using Social Media*Case Study Discussions |
4/18/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Tales from the Darkside: IRS Enforcement of Cryptocurrency (Webinar) (23WX-3820)23WX-3820 | *Overview of Bitcoin and cryptocurrencies*Definition of proof of work and proof of stake*Tax laws regarding cryptocurrency transactions*Definition of common money laundering laws involving cryptocurrencies*Tools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigations*Real life examples of cryptocurrency used in criminal activities |
3/29/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Schedule C of Form 1040 (Webinar) (23WX-4054)23WX-4054 | *When Schedule C applies*Cash v. Accrual method*Typical business deductions*Business vehicle expenses*Section 179 and bonus depreciation |
4/22/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit 408: Coaching Staff to Stay on the Right Track (Webinar) (23WX-4065)23WX-4065 | *Different ways to appropriately motivate others for performance, including nonmonetary awards*Modifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for success*Tips for engaging in difficult conversations with others, including staff, peers, supervisors and clients*Giving constructive negative feedback to staff, including creating an action plan for improvement |
4/23/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Entertainment, Meals & Travel Expenses: Review and Update (Webinar) (23WX-3841)23WX-3841 | *Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings |
4/1/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Entertainment, Meals & Travel Expenses: Review and Update (Webinar) (23WX-4140)23WX-4140 | *Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings |
4/30/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit 308: Audit Reporting and General Audit Procedures (Webinar) (23WX-3937)23WX-3937 | *Common reasons for modifying audit opinions*Emphasis-of-matter or other-matter explanatory paragraphs*General audit procedures to identify relevant transactions and events impacting financial statement presentation and disclosure*Drafting relevant general footnotes, such as related party transactions, subsequent events, loss contingencies, and more*Improving the footnote drafting process |
4/10/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
QuickBooks DESKTOP: Monthly Closeouts and Year-End Cleanups (Webinar) (23WX-3942)23WX-3942 | *Examine the process of closing out the accounting financials every month in your QuickBooks Desktop version and why this practice can make life so much easier at the end of the year*The beginning steps to evaluate, close out, and clean up QuickBooks files monthly and at year-end for accurate reporting and tax return preparation*Why substantiating the numbers in QuickBooks on both the Profit & Loss Statement, as well as the Balance Sheet, can ensure an accurate tax return that will stand up against an IRS audit |
4/10/2024 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Project Management: Enhancing Ongoing Client Engagements (Webinar) (23WX-4119)23WX-4119 | *Clarification between workflow and project management and the use of each*Leveraging the project charter to establish consistency and collaboration across teams for a quality client experience |
4/29/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Todd and Julie Chrisley Go to Prison (Webinar) (23WX-4147)23WX-4147 | *What is bank fraud?*What is wire fraud?*Role of financial service professionals in combating tax evasion and white-collar crime*Red flags indicating of white-collar crimes*Importance of knowing customers*Criminal justice proceedings*Relationship between victim impact and sentencing*Relationship between loss amounts and sentencing |
4/30/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Exploring the New Lease Accounting Standard (Webinar) (23WX-3916)23WX-3916 | *What is a lease?*Recognition and measurement of lease assets and liabilities Impact on lessors and lessees*Disclosures and transition rules*Effective dates |
4/9/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Why People Are Irrational, Biased and Emotional With Money (Webinar) (23WX-3953)23WX-3953 | *Common irrational money decisions*Cognitive biases and their impact on decision-making and ethical behavior*Mental accounting*The ostrich effect*Present bias*Sunk-cost fallacy*Anchoring bias*Status quo bias*The bandwagon effect*Emotional responses in money decisions |
4/11/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The Science of Ethics with Dr. Toby Groves (Webinar) (23WX-3987)23WX-3987 | *Learn how to resolve competing motivations*Recognize ethically relevant behavioral cues at the individual, team, and organizational levels*Learn the cognitive tools to combat bias and situation blindness*Hear the methods that help teams debate problems effectively*Understand the science behind cultural norms |
4/16/2024 | 9:30 - 10:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Ethical Challenges for CPAs: Do You Have a Breaking Point? (Webinar) (23WX-4029)23WX-4029 | *Explore the cases of those who succumbed to pressure and lost their livelihoods, from those who helped clients avoid restating earnings to those backdating changes to audit workpapers*Discuss the pressures that cause CPAs to cross the line and how to make sure you do not succumb to the pressure*Reinforce the ethical principles that CPAs are required to follow*Consider cases of CPAs who became fraudsters. Who is responsible for fraud prevention? How can you keep your clients safe? |
4/19/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New IRS Revenue Officers, Field Collection, and Best Practices (Webinar) (23WX-4008)23WX-4008 | *Handling field collection personnel (Revenue Officers and their managers)*Using the IRM and collection timeframes to leverage resolutions*Field collection case processing*Working around the Revenue Officer mentality |
4/17/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Audit 301: Code of Professional Conduct - Key for Auditors (Webinar) (23WX-3849)23WX-3849 | *Overview of the Conceptual Framework approach to identify threats to principles of the Code of Professional Conduct*Familiarity, self-interest, self-review and other independence threats*General requirements and management responsibilities when performing both attest and non-attest services for the same client*Safeguards for common independence threats |
4/2/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Tax Season Update for Business with Steve Dilley (Webinar) (23WX-3888)23WX-3888 | *2021/22 legislative developments, cases and rulings impacting various business entity taxpayers*Detailed discussion of the partnership and S corporation Schedule K-1 changes*Business income, deductions and credits*Travel expense reporting*Section 199A update and business losses*Depreciation update: Section 179 and 168(k)*S Corporation and partnership update |
4/5/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Becoming a Fraud Investigator (Webinar) (23WX-4004)23WX-4004 | *Core concepts of fraud*Common workplace fraud schemes*Red flags of occupational fraud*Evaluating fraud tips*Skills of a fraud investigator*Planning the fraud investigation*Budgets, fees, and engagement letters |
4/17/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Motivating the Right Way: Get the Most From Your Staff! (Webinar) (23WX-3809)23WX-3809 | *The issues and alternatives of motivation*Why many motivation tactics consistently fail*How to change your motivation tactics to enhance performance*The three things that every professional wants*The new science of effective motivation*How to motivate people today*An action plan to enhance motivation |
3/28/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Digging Deep with Excel Pivot Tables (Webinar) (23WX-3897)23WX-3897 | *Data preparation and cleansing*Pivot table creation*Pivot table customization*Navigating Excel’s PivotTable Analyze tab |
4/5/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Cybersecurity Fundamentals for CPAs (Webinar) (23WX-3985)23WX-3985 | *Top cloud security threats and how to protect against them*Data security best practices and how to implement them*Types of cloud services and how to choose a good vendor*Effective password management and multi-factor authentication for accounts*Home network and device security practices |
4/16/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Walter Haig's Business Financial Health Checkup (Webinar) (23WX-3919)23WX-3919 | *How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity*How to use analytical procedures to identify misstatements in financial information*Techniques for developing a "workable" business plan*Recasting GAAP financial statements into powerful management tools*Developing and using benchmarks to identify profitability problems*Identifying profitability key factors*The relationship of internal controls and the health of an entity*Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses*How to create "goal" statements that achieve results |
4/9/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Partnership & S Corporation Checkup: Key Developments (Webinar) (23WX-3961)23WX-3961 | *IRS enforcement against partnerships*New K-2 and K-3: 2021 partnership and S corporation tax forms on foreign transactions*Sale/merger of a partnership*The new Sub S Form 7203 - shareholder basis computation*S corporation compensation*PPP loans and the Forms 1065 and 1120-S |
4/12/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Mail Fraud and Wire Fraud: Why Business Owners go to Prison (Webinar) (23WX-4116)23WX-4116 | *What is fraud?*How business owners become vulnerable to charges for mail fraud and wire fraud*What business leaders know about how communications can lead to criminal charges*Discussion of actual fraud cases involving business leaders that went to prison for wire fraud*Federal sentencing guidelines*Sentencing for mail fraud and wire fraud convictions |
4/27/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New Ethics Based Leadership for Women (Webinar) (23WX-3964)23WX-3964 | *Virtue ethics and leadership*Challenges to leadership for women*Self-awareness and defeating internal messages*Imposter syndrome*Speaking my truth, finding my voice*Giving and receiving feedback*Raise your hand, stand up and sit down |
4/12/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Implementing System Changes: Success Planning & Leadership (Webinar) (23WX-3940)23WX-3940 | *Setting the stage for a successful implementation*Assigning the right resources*Creating and utilizing a project plan*Communicating effectively*Providing post implementation support*Recognizing the wins*Capturing lessons learned |
4/10/2024 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Power BI: OLAP Formulas & More Time Intelligent Functions (Webinar) (23WX-4128)23WX-4128 | *OLAP functions to create custom calculations on an Excel worksheet*Measures that help determine the date of your refreshed data*Advanced time intelligent functions to create date-based measures |
4/29/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Outlook: Manage Your Inbox With Maximum Efficiency (Webinar) (23WX-4110)23WX-4110 | *Orientation to the Outlook interface and navigation*Customizing your inbox display to meet your preferences*Using folders to organize your messages*Using QuickSteps and Rules to automate the processing of inbound emails*Tools for deleting and archiving your emails*Managing your junk mail settings*Understanding all email option settings |
4/26/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Financial Accounting for Related Party Transactions (Webinar) (23WX-3866)23WX-3866 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities*Review the tax accounting related taxpayer standards*Real-life examples applying the various authoritative standards*Consequences of failing to comply with the standards |
4/3/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Consideration of Fraud in a Financial Statement Audit (Webinar) (23WX-3893)23WX-3893 | *The auditor's responsibilities for fraud when performing an audit as contained in AU-C 240, Consideration of Fraud in a Financial Statement Audit*Reviewing the components of the fraud triangle*A Fraud Prevention Checklist to be used by auditors and shared with their clients*A review of how selected fraud were uncovered in small and medium size entities, including for-profit organizations, not-for-profit organizations, and governmental entities*Other important matters covered in AU-C 240 |
4/5/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethical Performance Management (Webinar) (23WX-4068)23WX-4068 | *Definition and Benefits of Ethical Performance Management*Setting Standards/Goal setting*Preparing and Conducting the Appraisal Interview*Legal Considerations in Performance Management*Avoiding Rater Bias*Feedback and Coaching |
4/23/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Introduction to the Property & Casualty Insurance Industry (Webinar) (23WX-4137)23WX-4137 | *The unique regulatory world of insurance*Differences from other industries*Differences within the industry*Types of accounting*Involvement of specialists*Tax considerations |
4/30/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Introduction to the Not-for-Profit Industry (Webinar) (23WX-3993)23WX-3993 | *Unique accounting and financial reporting*Restricted assets: what are they and how do we work with them?*Tax exemption requirements and reporting |
4/16/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Power BI: Go Beyond PivotTables with Power Pivot (Webinar) (23WX-3982)23WX-3982 | *Data modeling in Power Pivot*Using basic DAX to create calculations*What are and when to use calculated columns and measures*Using the data model in Power Pivot to create PivotTables*Hierarchies in Power Pivot |
4/16/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Advanced Excel: Hidden Secrets and Gems (Webinar) (23WX-3837)23WX-3837 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models |
4/1/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Monthly Federal Tax Updates: April 2024 (Webinar) (23WX-3974)23WX-3974 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues |
4/15/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Remote Team Roadmap for Accounting Firms (Webinar) (23WX-3914)23WX-3914 | *Key drivers of virtual accounting practice success: building, engaging, and retaining a remote team*Prepare firms to build a solid framework for creating their own virtual business model and managing a remote team |
4/8/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New The Invisible Power of Untouchables: The Intangible Economy (Webinar) (23WX-4019)23WX-4019 | *Definition of intangible assets and their importance in the economy*Challenges of measuring the value of intangible assets*Adopting a future-oriented perspective for valuing intangible assets*Utilizing value drivers and metrics to measure intangible assets*Valuation methodologies for intangible assets*Developing intangible asset policies and procedures*Leveraging intangible assets to drive business growth and value creation |
4/18/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Ethical Management of Conflict (Webinar) (23WX-4032)23WX-4032 | *Professionalism, Conflict and Ethics*Sources and approaches to conflict*Managing Conflict from the Inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively |
4/19/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New IRS Installment Agreements and CAP Appeals (Webinar) (23WX-4086)23WX-4086 | *Different types of installment agreements*Negotiating installment agreements in the field*Requesting and reviewing IRS records*When to use a CAP and how to use this to your client's advantage*Clever strategies to employ when developing a CAP appeal |
4/24/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Accounting for and Auditing Cryptocurrency & Digital Assets (Webinar) (23WX-4038)23WX-4038 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records |
4/19/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fixing Your Chart of Accounts (Webinar) (23WX-4025)23WX-4025 | *Current chart of accounts best practices*Why developing a chart of accounts begins with studying your organizational chart*How to identify your account segments*Determining the order of your account segments*Best practices for numbering account bases*How to avoid memorization*Fixing your current chart of accounts*How big company and small company software differs*Two key approaches for preserving your historical data*What to know when making major chart of accounts changes |
4/19/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Program Services & Governance: Form 990 Parts III & VI (Webinar) (23WX-3978)23WX-3978 | *Part III's mandated disclosures with respect to the "largest three" programs conducted in the filing period*Handling public relations needs when the size measures for "largest three" result in omission of a 'top 3' program*Function of Part III as an ongoing updating of the filer's listing of all activities being performed as of the tax year being reported upon*Properly reporting upon new or changed programmatic efforts and appropriate reporting on program cessation*Function (and methodology) of Part VI, with emphasis on its six most important inquiries*Role of Schedule O in providing mandated narration of governance practices inquired of in Part VI*Common 'foot-faults' in answering Part VI's key questions |
4/15/2024 | 12 - 2:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
New Ethics: How to Give and Receive Criticism the Right Way (Webinar) (23WX-3830)23WX-3830 | *True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way*Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life |
3/30/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New Audit 302: Planning Effective and Efficient Audits (Webinar) (23WX-3855)23WX-3855 | *Overview of the audit process*Linking risk of material misstatement to the detailed audit plan*Tailoring standard audit programs based on assessed risk*Engagement team discussion agenda items and best practices*Evaluating the appropriateness of audit evidence*Common efficiency considerations by audit area |
4/2/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRS Tax Liens and Tax Levies (Webinar) (23WX-3971)23WX-3971 | *The mechanics of the two big IRS enforcement tools*Tax liens and tax levies*How CPAs can help clients deal with these issues |
4/15/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forgotten Managerial Accounting Tools for CPAs (Webinar) (23WX-3952)23WX-3952 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis |
4/11/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
GAAP Alternatives: The Perfect Storm of Accounting Updates (Webinar) (23WX-3962)23WX-3962 | *Review of special purpose frameworks*Discussion of non-GAAP options for financial reporting*U.S GAAP alternatives for certain entities |
4/12/2024 | 9:30 - 10:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Bounded Ethicality: Exploring the Limits of Ethical Behavior (Webinar) (23WX-3877)23WX-3877 | *Internal transparency*Implicit association*Concrete versus abstract processing*Temporal bias*Ethical fading |
4/4/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
New Internal Control Changes for Remote Workers (Webinar) (23WX-3900)23WX-3900 | *The benefits and pitfalls of remote employees*How to maximize the value provided by distance workers*Policies, procedures, and control measures designed for a more geographically dispersed workforce |
4/5/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Leadershift: How to Embrace Disruption and Lead Change (Webinar) (23WX-4081)23WX-4081 | *Why it is critical to lead change in your company now*The seven steps of leading change*How to set expectations*How to create a vision that achieves buy-in*How to form a coalition, an essential component of any change effort*How to create and mobilize change networks to accelerate change *The best of the best communication strategies*How to establish simple 360 feedback *Managing yourself |
4/24/2024 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Payroll Essentials: Ethics in Payroll (Webinar) (23WX-3871)23WX-3871 | *Ethical framework in the payroll process*The role of ethics by stakeholders involved in the payroll process*Real-life examples of what happens when stakeholders in the payroll process make the decision to decouple ethics from payroll |
4/3/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New Business and Government Investigations (Webinar) (23WX-3956)23WX-3956 | *How government investigations for white-collar crimes begin*How investigators and prosecutors build cases against business leaders*Differences between witnesses, subjects, and targets*Civil versus criminal allegations and proceedings*Collateral consequences of a criminal charge*Understanding the role of defense attorneys*Differentiate between challenges in business and allegations of wrongdoing*Influence on financial loss amounts and sentencing*Lowering risk levels for government investigations or allegations of white-collar crime |
4/11/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Excel: Feature Review in 100 minutes (Webinar) (23WX-4102)23WX-4102 | *Review of Excel's features and functions*Walk-through of Excel's ribbons*What the Excel features and functions can do for you |
4/26/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Performance Management in Challenging Times (Webinar) (23WX-4083)23WX-4083 | *Building trust*Providing valuable feedback*Techniques for active listening |
4/24/2024 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Mental Models for CPAs: How to Use Cognitive Frameworks (Webinar) (23WX-3927)23WX-3927 | *Introduction to mental models*Examples of mental models and their applications in behavioral ethics*Building a latticework of mental models*Limitations of mental models*How to apply mental models to the accounting profession*Case studies demonstrating the use of mental models in financial decision-making*Strategies for continuing to learn and expand your mental model toolkit |
4/9/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New The Tax Advocacy Panel (TAP): Driving IRS Tax Policy (Webinar) (23WX-3981)23WX-3981 | *The role of TAP in the US tax system and how it shapes regulatory ethics*Gathering feedback from taxpayers*Making recommendations to the IRS*Working with IRS employees to implement and maintain solutions*The impact of TAP on the tax system and accounting profession*TAP's efforts to improve efficiency and effectiveness*The importance of trust and confidence in the tax system |
4/15/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
New Understanding and Creating an Internal Control System (Webinar) (23WX-4075)23WX-4075 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology |
4/24/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
How Much Are Your Ethics Worth? (Webinar) (23WX-3920)23WX-3920 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies |
4/9/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Office 365 Teams App: Optimizing Your Setup & Configuration (Webinar) (23WX-4129)23WX-4129 | *Defining your teams and channel structure - best practices*Step-by-step guide on how to create and manage teams and channels*How to organize your Teams navigation panel*Configuring your notification settings*Connecting Teams to external apps*Understanding how Teams integrates with SharePoint, OneNote and Planner apps*Tracking your Teams app usage analytics*Archiving and deleting Teams and related content |
4/29/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
New Talk This Way: Communication Skills for the CPA (Webinar) (23WX-4104)23WX-4104 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid |
4/26/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Powerful Business Collaboration: Mind the Generation Gap (Webinar) (23WX-3814)23WX-3814 | *Why is it in your business's financial interest to include a range of generations in your work teams?*What are the pitfalls of not having a multigenerational approach to your work?*What do you have to offer to someone else that is a direct result of your age and experience?*In what work-related areas would you be better off if you collaborated with someone much younger or older than you?*Does ageism apply only to how the world treats older people, or are younger people also subject to ageism?*What are misconceptions you have about older or younger people and how can you overcome them?*What are three things you can do as soon as you finish this webinar that will help you benefit from a multigenerational collaboration? |
3/29/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Financial Decisions that Led Two Businessmen to Prison (Webinar) (23WX-3994)23WX-3994 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation |
4/16/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Peer Reviews of SSARS Engagements (Webinar) (23WX-4067)23WX-4067 | *Basic requirements of an engagement review*Qualifications for serving as a peer reviewer*Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy*Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee*Common engagement review findings and tips for passing peer review |
4/23/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Power BI: Use Power Query to Transform Your Data (Webinar) (23WX-3925)23WX-3925 | *Append files*Combine multiple files from a folder*Add custom columns*Unpivot a table*Create a lookup table from a table |
4/9/2024 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New The Bank Your Brain Blueprint for Accounting Professionals (Webinar) (23WX-3819)23WX-3819 | *Growing your business revenue using thought leadership, speaking, educating, membership communities and PR efforts*How to create a business plan for thought leadership and impact within the accounting and other professional services channels*Pricing your services as a thought leader or educator as you determine key channels for your Professional Knowledge Brand products |
3/29/2024 | 9:30 - 10:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New CANCELLED - Managing with a CEO Mentality (Webinar) (23WX-4044)23WX-4044 | *Identifying self-limiting behaviors that impact many businesses*How to create financial and operational systems with KPIs that deliver stability and growth*Areas of measurement you and your business need to focus on to achieve business objectives and goals |
4/22/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New S Corporations: Calculating Shareholder Basis (Webinar) (23WX-3881)23WX-3881 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedule K-1 Basis and Form 7203*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations |
4/4/2024 | 9:30 a.m. - 12 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
Taxation of Judgements and Settlements (Webinar) (23WX-3818)23WX-3818 | *Types of damages or remedies that can be awarded or agreed upon pursuant to litigation*Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments*Suggestions for drafting pleadings or settlement agreements |
3/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The New Psychology of Fraud with Dr. Toby Groves (Webinar) (23WX-3949)23WX-3949 | *How we unwittingly assist in the production of misleading information *The neuroscience of psychopathy*Behavioral profiling*The new psychology of skepticism*Cognitive errors including attribution and overgeneralization*How experience, intuition and assumptions can cause cognitive errors |
4/11/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit 407: Auditing Contingencies and Going Concern (Webinar) (23WX-4061)23WX-4061 | *Overview of contingencies and related disclosures*Identifying and determining proper accounting treatment for litigation, claims and assessments*Evaluating the sufficiency of attorney's letter responses for audit evidence*Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time*Auditing managements assumptions in making the going concern evaluation*Proper application of the liquidation basis of accounting |
4/23/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Individual Tax Update: Recent Developments (Webinar) (23WX-3828)23WX-3828 | *2021/22 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses |
3/29/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Payroll Essentials: The Payroll Cycle of Life (Webinar) (23WX-4048)23WX-4048 | *A general review of compensation and payroll taxes from a broad perspective*A walk through of the payroll process*Explanations and examples of payroll processing, payroll tax deposits, and payroll returns*Resources, recommendations, and guidance on compensation, payroll and payroll related topics |
4/22/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (23WX-3955)23WX-3955 | *Why the ten crucial qualities of high-character CPAs are essential to your success*How to evaluate these qualities in job candidates and why you must do so |
4/11/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (23WX-4071)23WX-4071 | *Tour of the Power BI Desktop interface*Using Power BI Desktop to connect to data sources*Available visualizations in Power BI Desktop*Building interactivity into visualizations |
4/24/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
New Start a Forensic Accounting Practice with Confidence (Webinar) (23WX-4107)23WX-4107 | *What equipment is needed to start a forensic accounting practice*The common services needed by clients*Using your current skillset, identify the type of services you can provide*How to market your services to a particular segment of possible clients*Best practices in starting a forensic accounting practice |
4/26/2024 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New If You Only Knew What Microsoft Word Could Do (Webinar) (23WX-3921)23WX-3921 | *Best practices for those creating Word documents of all types*Using Word Styles to enhance and organize documents*Word features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value |
4/9/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Ethics at Work: Diversity, Equity and Inclusion (Webinar) (23WX-3941)23WX-3941 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility |
4/10/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Motivating the Right Way: Get the Most From Your Staff! (Webinar) (23WX-4118)23WX-4118 | *The issues and alternatives of motivation*Why many motivation tactics consistently fail*How to change your motivation tactics to enhance performance*The three things that every professional wants*The new science of effective motivation*How to motivate people today*An action plan to enhance motivation |
4/29/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Practical Insights Gleaned from the AICPA's Code of Conduct (Webinar) (23WX-4017)23WX-4017 | *Evolution of relevant professional guidance *Independence provisions*Vernacular used in the AICPA Code of Professional Conduct*Conflicts of interest*Offering/accepting gifts or entertainment*Acts discreditable to the profession |
4/18/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Payroll Essentials: Payroll Returns Done Right (Webinar) (23WX-3950)23WX-3950 | *Introduction to common payroll taxes and related payroll forms*Filing out, reconciling, and filing payroll returns*Due dates and filing requirements |
4/11/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Reporting the Results of a Fraud Investigation (Webinar) (23WX-4139)23WX-4139 | *Written reports and supporting documentation*Methods of presenting evidence to help non-accountants understand the numbers*Evaluating reports of opposing experts*Responding to a motion in limine or Daubert challenge as an expert witness*Common lines of questioning for financial experts*Preparing for deposition and trial*Effectively testifying at deposition and trial |
4/30/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit 305: Strengthening Substantive Analytic Procedures (Webinar) (23WX-3917)23WX-3917 | *How analytic procedures enhance audit quality*Elements of strong analytic procedures*Selecting the proper analytic, and altering the strength for the intended purpose*Disaggregating data to make more informed expectations*Evaluating the data used in generating expectations, including corroborating inquiry*Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained*Resolving significant differences resulting from analytic procedures and concluding on audit results |
4/9/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit 401: Critical Traits of a Thinking Auditor (Webinar) (23WX-3984)23WX-3984 | *Improving a firm's financial results*Improving effective and efficient audits*Transforming the audit through creative thinking*Managing change for positive outcomes*Retaining client through ensuring exceptional service*Developing other professional through mentoring, counseling, and delegation |
4/16/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Ethics: 10 Essential Movies, TV Shows, and Books for CPAs (Webinar) (23WX-4042)23WX-4042 | *Summaries of some of the best movies, TV programs, and books for CPAs who want to take their businesses to a higher level of success*The Godfather*Aristotle's Nicomachean Ethics*Curb Your Enthusiasm*The Invention of Lying*...and many more! |
4/22/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
New Online Fraud Aimed at Individuals That Can Affect a Company (Webinar) (23WX-4091)23WX-4091 | *Types of fraud that targets individuals*How organizations can work to reduce risk for workers |
4/25/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Public Charity Qualification Under the Public Support Tests (Webinar) (23WX-4130)23WX-4130 | *Intro to the two public support tests (PSTs), including the various common misconceptions about each test's application*Review of each test, focusing first on the relative ease of PST #1 (that calculated on Schedule A, Part II) which employs a bifurcated test (i.e., an automatic %-age versus a 'facts and circumstance' %-age "in"); thereafter, emphasizing the demands and challenges of PST #2 (calculated on Schedule A, Part III) with its restrictive parameters and dual tests each of which must be passed to be "in"*Practical tips (and materials on same) translating revenue presentation from the Core Form 990 at Part VIII to the line inputs for both PSTs via Schedule A's Parts II and III*Discussion of how to assist organizations who are in danger of flunking one or both PSTs*Analyzing anomalies: explanation of both what comprises an unusual grant and when a filer's PST 1 "facts and circumstances test" argument ages out |
4/29/2024 | 1 - 3:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
New You Don't Know What You Don't Know About Microsoft Excel (Webinar) (23WX-3948)23WX-3948 | *Excel shortcuts and time savers*Working with templates, formats, styles, and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the Excel function library |
4/11/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
New Audit 208: Audit Reporting Basics - Report Issuance Process (Webinar) (23WX-3840)23WX-3840 | *Objective of financial reporting and Inter-relationships of financial statements and disclosures*Special purpose framework financial statements and the impact on audits*Types of audit reports, including reasons for modification*Financial statement drafting and issuance process*Performing a final quality control check before report release |
4/1/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Leadershift Ethics: Things Must Change! (Webinar) (23WX-3936)23WX-3936 | *The litmus test for all of your decisions and actions*Ethical principles when managing through change*Pressures that threaten ethical change management*Case studies of what can go sideways when ethics are not part of every stage of change*Winning strategies for ethical self-regulation |
4/10/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Leverage Integrated Technology Ecosystem to Maximize Profit (Webinar) (23WX-4096)23WX-4096 | *How to put more money and billable time back into your practice*Scientifically-proven motivational theories that will keep your mindset positive and your productivity high this tax season |
4/25/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Taxation of Judgements and Settlements (Webinar) (23WX-4145)23WX-4145 | *Types of damages or remedies that can be awarded or agreed upon pursuant to litigation*Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments*Suggestions for drafting pleadings or settlement agreements |
4/30/2024 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit 303: Internal Controls - Required Communications (Webinar) (23WX-3902)23WX-3902 | *The required communication of internal control matters noted on an audit*Evaluating the severity of identified deficiencies, including consideration of qualitative considerations*Importance of placing a priority on being a value-added business advisor*Anticipating and preventing internal control issues related to reliable financial reporting, operational efficiency or compliance*Components of a well-written internal control comment*Better writing tips and techniques |
4/8/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CANCELLED - How to Recruit, Retain, and Reward Accounting Firm Staff (Webinar) (23WX-4001)23WX-4001 | *Evaluating your current team and areas where you are lacking in talent, engagement or both*Appropriate technologies to support your virtual firm and virtual team*How to avoid "fee burner" positions with strategies for effective human resource allocations*Strategies for creating an organizational structure that will support long-term staffing stability |
4/17/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Audit 207: Sampling - Avoiding Common Mistakes on Audits (Webinar) (23WX-3834)23WX-3834 | *Types of sampling and sampling risk*Differentiating statistical and nonstatistical sampling approaches*Attribute testing for tests of controls and compliance*Variables sampling for substantive audit assurance when performing tests of details*Determining sample sizes in a compliance audit in conformance with Uniform Guidance |
4/1/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New How To Build High-Performing Teams in Challenging Times (Webinar) (23WX-3980)23WX-3980 | *Collaboration at its best*Creating Psychological safety*Building trust, even when it has been lost*The need for cognitive diversity amongst teams |
4/15/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Monthly Federal Tax Updates: April 2024 (Webinar) (23WX-3908)23WX-3908 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues |
4/8/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Internal Control: Testing for Operating Effectiveness (Webinar) (23WX-3817)23WX-3817 | *Generally accepted audit requirements related to testing controls for operating effectiveness*Identifying key controls that may prove effective and efficient to test in a control reliance strategy*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control*Leveraging audit evidence available for Service Organization Control (SOC1) Reports*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting |
3/29/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Project Management: Employ Best Practices & Mindset (Webinar) (23WX-3965)23WX-3965 | *The science of project management: reporting and analytics, documentation, forecasting and scoping*The art of project management: the mindset and influencing change |
4/12/2024 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Tax Practice Standards (Webinar) (23WX-3967)23WX-3967 | *How tax professionals have a heavy responsibility to serve the client, yet still properly adhere to the multitude of tax rules*How tax standards help guide the practitioner to maintain objectivity, avoid conflicts of interest and provide high quality professional client services*Real-life examples from the speaker's extensive experience as a tax practitioner and as an expert witness in accounting malpractice cases to illustrate these concepts |
4/12/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Tales from the Darkside: IRS Enforcement of Cryptocurrency (Webinar) (23WX-4114)23WX-4114 | *Overview of Bitcoin and cryptocurrencies*Definition of proof of work and proof of stake*Tax laws regarding cryptocurrency transactions*Definition of common money laundering laws involving cryptocurrencies*Tools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigations*Real life examples of cryptocurrency used in criminal activities |
4/27/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Steps to Stop External Fraud (Webinar) (23WX-4105)23WX-4105 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties*External fraud unknown perpetrators |
4/26/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Best Practices of Data Management & Migration (Webinar) (23WX-3842)23WX-3842 | *Data management pitfalls*Tips to clean up data and maintain it*Steps to take to prepare data for migration to new platforms |
4/1/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New IRS Case Roadblocks (Webinar) (23WX-4134)23WX-4134 | *Administrative strategies for resolving a TFRP assessment*How to prepare for negotiating an installment agreement*Tips for handling apathetic or indifferent Revenue Officers*How to stage different case obstacles and roadblocks through completion |
4/30/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The CFO Who Went to Prison (Webinar) (23WX-3963)23WX-3963 | *The importance of values*Identifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies |
4/12/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Common Financial Statement Disclosures (Webinar) (23WX-4133)23WX-4133 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements |
4/29/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (23WX-3990)23WX-3990 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account"*How the financial accounting and tax capital accounts differ from one another*Determine a partner's share of the partnership's liabilities*Distinguish "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting |
4/16/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New The Ethic of Recruitment and Selection (Webinar) (23WX-4106)23WX-4106 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success |
4/26/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Comprehensive Accounting and Financial Reporting Update (Webinar) (23WX-3811)23WX-3811 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress |
3/28/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Risk Management in a Post-COVID World (Webinar) (23WX-4056)23WX-4056 | *Black Swan Risks *Role of Finance, Internal and External Auditors*COSO's Risk Management Standards*The COSO Cube*The COSO Double Helix*Risk Management Definitions*Event Identification*Expected Value Analysis*The Heat Map*The World Economic Forum Global Risk Reports*Alternative Risk Responses*Avoidance*Reduce/Increase*Share*Accept*Lessons from the Great by Choice Research*Personal Risk Management |
4/23/2024 | 8 - 9:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Office 365 OneDrive App: Managing and Storing Your Files (Webinar) (23WX-4016)23WX-4016 | *Orientation to the OneDrive interface and features*Saving files to OneDrive through uploads and directly from applications*Working with OneDrive files in your Office applications*Managing the storage of your files in OneDrive*Sharing access to your OneDrive files internally and externally*Understanding how to manage your OneDrive configuration settings*Using the OneDrive sync app to synchronize files to your local device*Managing the OneDrive sync app settings |
4/18/2024 | 9:30 a.m. - 12:30 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
New Project Management: Getting the Best Out of Your Team (Webinar) (23WX-4085)23WX-4085 | *When to incorporate project management best practices to get the best out of your team*Five ways project management helps get the best out of your team |
4/24/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Whistleblowers and the Law (Webinar) (23WX-3826)23WX-3826 | *Government incentives to turn professionals into informants*What influences a fraudulent culture in a professional environment*How misleading investigators can lead to federal prison *Influence of pressures and crime*C-Suite influences and leadership |
3/29/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Creating an Ethical Work Environment (Webinar) (23WX-3879)23WX-3879 | *Ethical Values and Principles*Human Factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making |
4/4/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Adobe Acrobat: Increase Your Productivity With PDF Files (Webinar) (23WX-3885)23WX-3885 | *Navigating Adobe Acrobat DC*Creating PDF files from other applications*Organize PDF files and pages within a PDF*Using the annotation tools to review and markup PDF files*Preparing your PDF for printing*Creating links to pages, files and websites*Securing your PDF files*Searching PDF files*Creating fillable forms*Adobe Acrobat integration with Office 365 |
4/4/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Eldercare Financial Scam Protection (Webinar) (23WX-4148)23WX-4148 | *Exponential growth of aging population due to Baby Boomers*Sources of scams and schemes perpetrated against older adults*Methods to protect older adults from scams*Suspicious Activity Reporting (SAR)*Flagging credit reports and bank accounts*Conservatorships and Guardianships*Where to report elder abuse |
4/30/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Grading Your Auditors: Are You Getting the Most Value? (Webinar) (23WX-4108)23WX-4108 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit |
4/26/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (23WX-3973)23WX-3973 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Common peer review findings*Practice tips for high-quality engagements |
4/15/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Transactions with Interested Persons: Form 990 Schedule L (Webinar) (23WX-3929)23WX-3929 | *Reviewing both: (a) the methodology that Schedule L employs in Parts II - IV to cast sunlight on the fact that an "Interested Person" (IP) engaged with the filer in loan arrangements; or was the beneficiary of grants or assistance from the filer; or had business transactions with the filer that exceeded de minimis thresholds; and (b) the five categories by which IP status vests for purposes of these three parts*Explanation of the dollar-amount thresholds applicable in Schedule L's Part IV when disclosing "business transactions", and preparation tips for applying these thresholds*Summary of Schedule L's Part III instructions as to what constitutes the provision of grants or assistance to an IP, and overview of the special rule educational institutions have that allows them to not withhold the names of scholarship or fellowship recipients*Schedule L's Part II reporting on loans outstanding with IPs, along with preparation tips*Quick intro to the Code section 4958 excise tax scheme that 501(c)(3) and (c)(4) filers are subject to should they have conveyed "excess benefit" in any transaction with a disqualified person; and timing and disclosure considerations in play with Schedule L's Part I reporting |
4/9/2024 | 1 - 3:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
Money Laundering Awareness for Accountants (Webinar) (23WX-3816)23WX-3816 | *Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics |
3/29/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The Ethic of Self-Esteem For Women (Webinar) (23WX-3813)23WX-3813 | *Self-Esteem: What is it?*Belief systems*Benefits of High Self Esteem*Minimizing traps of low Self Esteem*Components of High Self Esteem |
3/28/2024 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New A 7-Step Framework for Marketing Client Accounting Services (Webinar) (23WX-3969)23WX-3969 | *An efficient process to identify, attract and consultatively sell CAS to new prospects*Remain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channels*How to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm's CAS offering and differentiate you in the market |
4/15/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (23WX-4077)23WX-4077 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system |
4/24/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Taxation of Business Entities (Webinar) (23WX-3892)23WX-3892 | *Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership)*Considerations in choosing a business entity: Taxes, limited liability protection, management and control, funding options and opportunities, tax consequences for the owners and the business, and future tax considerations that will impact various business entities |
4/5/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit 306: Reviewing Workpapers - A Role in Quality Control (Webinar) (23WX-3923)23WX-3923 | *Documentation as a means of audit quality*Responsibilities of the workpaper reviewer*Appropriate review notes at various phases of the engagement, including before and after audit report date and report release*Important tips for providing reviews notes that will promote an effective and efficient financial statement audit |
4/9/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Keeping your Clients out of IRS Jail (Webinar) (23WX-3843)23WX-3843 | *Overview of available technology and resources to help provide attendees tools to assist their clients minimize exposure to tax audit issues*The focus of the IRS is during audits, record-keeping and vital conversations to have with your clients |
4/1/2024 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New The Bank Your Brain Blueprint for Accounting Professionals (Webinar) (23WX-3833)23WX-3833 | *Growing your business revenue using thought leadership, speaking, educating, membership communities and PR efforts*How to create a business plan for thought leadership and impact within the accounting and other professional services channels*Pricing your services as a thought leader or educator as you determine key channels for your Professional Knowledge Brand products |
4/1/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Why Cybersecurity Matters to CPAs (Webinar) (23WX-3934)23WX-3934 | *Recent cybersecurity attacks, their implications, and how weak cybersecurity controls enabled their success*Specific cybersecurity controls that help prevent fraud and support data integrity of financial reports*How an effective cybersecurity program is needed to reduce losses, prevent fraud, avoid reputational damage, and protect critical data assets |
4/10/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit 402: Audit Quality Control - Avoid Peer Review Issues (Webinar) (23WX-3989)23WX-3989 | *Common peer review deficiencies that quality control reviewers should be alert to*Important considerations of second-level and other upper-level reviewers*Lessons learned from various regulatory oversight reviews*Statement of Quality Control Standards requirements specific to financial statement audits, and other regulatory oversight considerations |
4/16/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit 404: Maximizing Analytic Procedure Evidence on Audits (Webinar) (23WX-4003)23WX-4003 | *Financial statement analysis, and communicating insights to financial statement users*Improving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatement*Developing plausible expectations for comparison to actual financial results*Detecting earnings management and other risks through analytic procedures |
4/17/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit 403: Fraud Trends - Applying Real-Life Lessons (Webinar) (23WX-3999)23WX-3999 | *Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and Abuse*Real-life examples of fraud in nonpublic entity and not-for-profit environments*Cyber-security risks of fraud |
4/17/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Client Ethical Issues: The CPA's Challenge (Webinar) (23WX-3943)23WX-3943 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax compliance |
4/10/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (23WX-3913)23WX-3913 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios |
4/8/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New A Review of the Uniform Guidance Requirements (Webinar) (23WX-3951)23WX-3951 | *Key auditor requirements in a Single Audit*Enhanced required reporting requirement in Single Audit related to internal control and compliance*Clarifications and examples of how to properly determine major federal programs*Key definitions related to Single Audit*Other important matters contained in the Uniform Guidance |
4/11/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit 405: Designing Internal Controls for Smaller Entities (Webinar) (23WX-4043)23WX-4043 | *Evolution of internal control concepts*Revamped 2013 COSO Internal Control - Integrated Framework*Designing an adequate 'umbrella' of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or error*Specific internal control considerations and sample documentation for smaller entities*Additional responsibilities for the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements |
4/22/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communicating Financial Data to Non-Financial Audiences (Webinar) (23WX-3868)23WX-3868 | *Key barriers when communicating financial information*How to overcome those barriers*Key tips on effectively communicating financial information to non-financial audiences |
4/3/2024 | 9:30 - 10:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New What's New in Excel (Webinar) (23WX-3806)23WX-3806 | *New features and tools in Excel*Updates to the Excel Function Library |
3/28/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Impact of ESG Matters on Financial Reporting and Audits (Webinar) (23WX-4018)23WX-4018 | *Overview of the impact environmental, social, and governance (ESG) matters have on the financial world*Evolving guidance from the AICPA and other stand-setters related to ESG matters*Risks of material misstatement in financial statements and related disclosures emerging from ESG matters |
4/18/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Self-Rental Real Estate: Passive Activity & Section 199A (Webinar) (23WX-4051)23WX-4051 | *Definition of self-rental property - both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Form 8582 (passive activity)*The flow-through entity grouping election*Illustrative examples and consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules |
4/22/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial & Tax Accounting for S Corporations & Partnerships (Webinar) (23WX-3850)23WX-3850 | *Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations*Financial accounting issues arising from changes in ownership*Financial vs. tax accounting for partnership/LLC capital accounts*Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting with Forms 1065 and 1120S*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs and S corporations*Financial accounting for the operations of a partnership/LLC*Financial accounting impact of the C to S election and the S to C election*Financial and tax accounting for S corporation shareholder equity and partner capital accounts*Financial vs. tax accounting for loans to and from S corporations and their shareholders |
4/2/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Tax Season Update for Individuals with Steve Dilley (Webinar) (23WX-3898)23WX-3898 | *2021/22 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes |
4/5/2024 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Moving Beyond the Basics of Excel (Webinar) (23WX-4002)23WX-4002 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis |
4/17/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Implementation Challenges with the New FASB Lease Standard (Webinar) (23WX-3922)23WX-3922 | *FASB's Accounting Standard Update for Leases (ASC Topic 842)*Key differences between ASC Topic 842 and ASC Topic 840*Commitments that are on the balance sheet: operating leases and finance leases*Allocation consideration to lease and nonlease components*Lease payments, discount rate, inception date, commencement date, lease term*Impairments of right-of-use asset, modifications, subleases*Policy elections and disclosures |
4/9/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics and Technology for CPAs (Webinar) (23WX-3947)23WX-3947 | *The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies*The profession's need to change to meet its ethics standard in a technology-centric environment*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession |
4/11/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Cognitive Biases for Accountants (Webinar) (23WX-3846)23WX-3846 | *What are cognitive biases?*Common judgment biases in the accounting profession*Professional judgment frameworks*How to use psychology to your advantage*Simple and pragmatic steps to overcome bias |
4/1/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
IRS Penalties and Abatements (Webinar) (23WX-3991)23WX-3991 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties*Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options |
4/16/2024 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel: Two Must Know Features - Defined Names & Tables (Webinar) (23WX-4142)23WX-4142 | *Using Defined Names in formula creation*Learning how Defined Names can lead to more accurate spreadsheets*Structured calculations in Excel Tables |
4/30/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
CPA Ethics in a Crisis World: Tales From the Front (Webinar) (23WX-4078)23WX-4078 | *"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections |
4/24/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Creating a High Performance Culture: Post Pandemic (Webinar) (23WX-4066)23WX-4066 | *Why Culture Matters*Workforce Challenges*Creating a High Performance Culture*Practical Tools |
4/23/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
CFO Career Upgrade with LinkedIn (Webinar) (23WX-4059)23WX-4059 | *Essential elements of a compelling LinkedIn profile for a CFO*How to build a strategic career network*Five ways that CFOs can leverage LinkedIn as leaders of an organization*How to get referred to new job opportunities*Essential LinkedIn do's and don'ts for CFOs |
4/23/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New IRS Best Practices for Mitigating the TFRP (Webinar) (23WX-3864)23WX-3864 | *The Trust Fund Recovery Penalty*Pre-planning strategies to help mitigate the TFRP*Negotiating with a Revenue Officer to help avoid the TFRP*Appealing the proposed assessment*Post-assessment strategies to try and remove the TFRP |
4/3/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Eldercare Financial Scam Protection (Webinar) (23WX-3805)23WX-3805 | *Exponential growth of aging population due to Baby Boomers*Sources of scams and schemes perpetrated against older adults*Methods to protect older adults from scams*Suspicious Activity Reporting (SAR)*Flagging credit reports and bank accounts*Conservatorships and Guardianships*Where to report elder abuse |
3/28/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New CANCELLED - Gain Confidence with Reconciliations: Types and Templates (Webinar) (23WX-4079)23WX-4079 | *The importance of a standardized reconciliation approach*When and how to use different reconciliation types and templates*Purposeful standardization strategies and leading practices that will help advance reconciliation quality |
4/24/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Your Guide to Quality Account Reconciliations (Webinar) (23WX-4014)23WX-4014 | *The importance of quality account reconciliations*How to evaluate the characteristics of a reconciliation*Purposeful strategies and leading practices that will help advance reconciliation quality |
4/18/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Auditing, SSARS and Attest Update (Webinar) (23WX-3907)23WX-3907 | *Recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee*Recently issued New Quality Management Standards*Highlight of projects in progress at the Public Company Accounting Oversight Board and International Auditing and Assurance Standards Board*Recap of recent changes and present common peer review findings and best practices to improve practice quality |
4/8/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics: What a CPA in Business & Industry Needs to Know (Webinar) (23WX-3887)23WX-3887 | *Ethics for Members in Business: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Basic Ethics Rules for Members in Business*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Analysis: Members in Business |
4/4/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Sustainability: Doing Well by Doing Good (Webinar) (23WX-3886)23WX-3886 | *Triple bottom line*Sustainable business practices*incorporating sustainability into every business decision |
4/4/2024 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Office 365 Teams App: Start Transforming Your Organization (Webinar) (23WX-3827)23WX-3827 | *Orientation to the Teams app and how it can transform the way your organization communicates, collaborates and shares knowledge*Introduction to the various Teams apps: desktop, browser and mobile*Composing messages from A to Z*Attaching files, links and other content to your conversation posts*Searching your Teams posts*Working with SharePoint files in Teams |
3/29/2024 | 1:30 - 4:30 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
Partnerships: How to Calculate Partner Basis (Webinar) (23WX-4022)23WX-4022 | *How to calculate the basis when the entity is formed, including the impact of contributed property*Explains the use of both "inside" and "outside" basis determination*Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis*Comprehensive example to illustrate the mechanics of the basis determination process*Explanation of how basis is impacted by distributions of partnership property and sale and/or liquidation of the partnership interest |
4/18/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
OneNote: Mastering Organization of Your Notes & Correspondence (Webinar) (23WX-3992)23WX-3992 | *Navigating the OneNote interface*Best practices for notebook organization*Learn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooks*Using OneNote with OneDrive to share and collaborate with internal and external users*Creating and using templates to streamline your notebook management*Integrating OneNote with your task manager*Using the power of tags to manage and search your content*Using OneNote on your tablet and smartphone |
4/16/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Payroll Essentials: Getting to Know Payroll Taxes (Webinar) (23WX-4009)23WX-4009 | *The various types of payroll taxes related to compensation*Payroll calculations related to the various of payroll taxes*Introduction to common payroll forms*Resources, recommendations, and guidance on compensation and payroll related topics |
4/17/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Professional Skepticism for the Public Accountant (Webinar) (23WX-4031)23WX-4031 | *Self-evaluation of skepticism*Requirements set forth by the AICPA Code of Professional Conduct*Risk assessment*Analytical procedures*Advice for cultivating your professionally skeptical mindset |
4/19/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Section 199A Deduction: Rules & Forms Reporting (Webinar) (23WX-3977)23WX-3977 | *A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate - "safe harbor" rule and aggregation rules*Self-rental rule for 199A compared to self-rental rule for passive activities*Differing impact on the sole proprietorship, partnerships and S corporations*Forms reporting in Form 8995 and Form 8995-A*199A flowchart |
4/15/2024 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRS Exams with Indications of Fraud (Webinar) (23WX-3901)23WX-3901 | *How to handle an audit where there are indications of fraud by the taxpayer the IRS has not found yet*Navigating issues involved including associated problems*Clarity on involving attorneys |
4/8/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
What You Can Learn From the Statement of Cash Flows (Webinar) (23WX-4100)23WX-4100 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures |
4/25/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communication Skills for Introverts (Webinar) (23WX-3859)23WX-3859 | *Listening*Writing*Understanding your audience*Virtual communication*Non-verbal Communication |
4/2/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Ethics: What a CPA in Public Practice Needs to Know (Webinar) (23WX-4057)23WX-4057 | *Ethics for Members in Public Practice: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Eleven Rules for Members in Public Practice*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Discussions: Members in Public Practice |
4/23/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
New Monthly Federal Tax Updates: April 2024 (Webinar) (23WX-4124)23WX-4124 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues |
4/29/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Legal Planning for Care Giving of Elderly/Disabled Clients (Webinar) (23WX-4117)23WX-4117 | *Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance*Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care*When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations |
4/27/2024 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
What You Can Learn From the Statement of Cash Flows (Webinar) (23WX-3812)23WX-3812 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures |
3/28/2024 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Ethics: How to Give and Receive Criticism the Right Way (Webinar) (23WX-4127)23WX-4127 | *True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way*Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life |
4/29/2024 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Tax Penalties and Penalty Abatement (Webinar) (23WX-4122)23WX-4122 | *The basics of tax penalties*How CPAs can assist their clients with seeking penalty abatement |
4/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Instant Audit? Just Add Risk Assessment! (Webinar) (23WX-3862)23WX-3862 | *The audit risk model*Risk assessment*Linking risks to audit procedures*Other responses to risks*Documentation |
4/2/2024 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Teaching CPAs to be Better Thinkers (Webinar) (23WX-4037)23WX-4037 | *Decluttering your mind for clarity and mental bandwidth*"Micro-habits" that transform judgment and decision-making*A "thinking audit" process that will change your world*Using "gamification" to solve tough dilemmas*The science of trust*How to see patterns others don't see*Regulating and optimizing your mental resources*High-stakes decision making |
4/19/2024 | 1:30 - 2:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Combating Internal Fraud (Webinar) (23WX-3847)23WX-3847 | *Recognize why internal fraud occurs*Policies, procedures, and control measures designed to fight fraud |
4/1/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fraud & Embezzlement: Case Studies from the Trenches (Webinar) (23WX-4111)23WX-4111 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism*Illustrations of the issues companies should look for in preventing fraud and embezzlement |
4/26/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Introduction to the Property & Casualty Insurance Industry (Webinar) (23WX-3815)23WX-3815 | *The unique regulatory world of insurance*Differences from other industries*Differences within the industry*Types of accounting*Involvement of specialists*Tax considerations |
3/29/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Data Analytics: Practical Insights for Today's Accountant (Webinar) (23WX-3883)23WX-3883 | *Explore new tools and client engagement techniques using data analytics*Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement |
4/4/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Supervision/Management Competencies: An Ethical Approach (Webinar) (23WX-3821)23WX-3821 | *Overview of Virtue Ethics*Milgram and Zimbardo case studies*Navigating the transition from "Buddy to Boss"*Self-Awareness and Regard for Others*Setting Standards and Analyzing Performance*Unconscious Bias*Communication Skills |
3/29/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Excel: Functions and Formula Shootout (Webinar) (23WX-3946)23WX-3946 | *Review of formula creation best practices*Demonstration of various Excel functions to enhance calculations*Using Excel functions to perform advanced calculations |
4/11/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Auditing Impairment of Long-Lived Assets (Webinar) (23WX-4098)23WX-4098 | *Indicators of impairment*Steps to recoverability testing for long-lived assets held and used*Grouping assets held and used*Allocating impairment loss and disclosures*Testing indefinite-lived intangibles for impairment, including goodwill*Valuation techniques for determining a reporting unit's fair value |
4/25/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Getting Started with ESG (Webinar) (23WX-4033)23WX-4033 | *Definitions of ESG*Business benefits of ESG*Reporting methods*Getting started with ESG initiatives |
4/19/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Understanding the "Most Common" Form 990 Schedules: A,B & C (Webinar) (23WX-4007)23WX-4007 | *What 990 preparers need to know about the benefits of a 501(c)(3) organization being a public charity rather than a private foundation (and how Schedule A, Part I "claims" such status)*The public policy precepts and resulting emphasis preparers must apply in approaching the predominant (and easier) "public support test" in favor of completion of Schedule A's Part II*The overarching needs behind preparing Schedule B for filing and, as necessary, its related worksheet: which donors are to be listed and with what identifying information required to be provided to the IRS, depending on 501(c) status of the filer; and what information 501(c)(3) filers will omit from the public inspection copy of the 990*Introduction to the baselines driving each of the Schedule C's three Parts: undertaking electioneering in favor of, or opposition to, candidates or the political parties supporting them (Part I); lobbying reporting when same is undertaken either in the tax year (for non-electors) or regardless of activities, when a 501(h) election is in place (Part II); and the existence of the so-called "proxy tax" and its demands when 501(c)(4), (5) or (6) organizations with dues-paying members incur electioneering or lobbying expenses as determined by a Code section that tracks non-exempt organization definitions |
4/17/2024 | 12 - 2:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
Bitcoin Fundamentals: What Every CPA Should Know (Webinar) (23WX-3865)23WX-3865 | *The evolution of money: barter, gold, paper, digital, cryptocurrency*History of Bitcoin, how it originated and evolved to where it is today*How Bitcoin works: origin, network, nodes, miners, transactions and the blockchain ledger*Participating in the Bitcoin network: procuring, spending, accepting and storing Bitcoin*Understanding the role of cryptocurrency exchanges and the collapse of FTX*Introduction to Ethereum, a substantial alternative to Bitcoin*Income tax implications of Bitcoin and other cryptocurrencies |
4/3/2024 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
New Accounting for Digital Assets (Webinar) (23WX-3882)23WX-3882 | *Overview of the digital assets and evaluating ownership and various rights and obligations*Status of the FASB Project on Digital Assets*Financial statement presentation and disclosures for acquisitions and sales and when receiving digital assets as consideration from a contract with a customer*Highlights from the industry resources (e.g., CPA.com Wall Street Blockchain Alliance and the AICPA & CIMA Practice Aid Accounting for and Auditing of Digital Assets)*Key audit risks and internal control considerations |
4/4/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New About the TIGTA: Who Watches the IRS? (Webinar) (23WX-4112)23WX-4112 | *The role of TIGTA in the US tax system*Auditing, investigating, and inspecting and evaluating IRS programs and operations*Identifying opportunities to improve the administration of tax laws*Promoting integrity, economy, and efficiency in the tax system*Responding to requests from Congress and other external stakeholders*Upholding ethical standards in the accounting profession*Building trust and confidence in the tax system |
4/26/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Reporting Managers & Their Compensation: Form 990 Part VII-A (Webinar) (23WX-3909)23WX-3909 | *Definitions behind the three classes of legally or quasi-legally in-charge managers who are required to be disclosed as current managers relative to each Form 990's tax year*Identifying what makes someone a "High 5"*Drilling into the reportable compensation thresholds by which employees fall into consideration as either "current" Key Employees or High 5s, as well as the relevant compensation thresholds for status as a "former" TDOKE*Explanation of the two "buckets" of disclosable compensation -- reportable and other -- that are required to be reported as having been provided to all current and former managers (and High 5s) disclosed on Part VII-A*The two "$10,000" exceptions on Part VII-A that void the need to disclose a related organizations' reporting (based on amounts) of "reportable compensation"; and excepting certain types of "other compensation" |
4/8/2024 | 10:30 a.m. - 1 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
Financial Statements Display: Form 990 Parts VIII, IX,X & XI (Webinar) (23WX-3968)23WX-3968 | *Statement of Revenue (Part VIII) key definitions: the six rules behind Line 1 (gifts, grants, contribution) and the definitions that drive Line 2 (program service revenue), including characterization of passive investment-type revenues as "program-related investments"*Unique status issues that require inputting of revenues upon Part VIII's Lines 8-10 (the fundraising events or sales, gaming, and sales of inventory lines)*Understanding the unrelated business income tax (UBIT) "self-audit" reporting applied via Part VIII's columns including the baseline definitions that are used to identify revenue streams as either exempt function income, sourced-to-UBI, or UBIT-excepted*Statement of Functional Expenses (Part IX): understanding the natural classifications of costs employed upon the form, and exploration of the relevant definitions as well as common mistakes that result from ignorance of this part's instructions*Balance sheet (Part X) issues overall including handling the reconciliation of P&L yearend assets in Part IX and noting form deficiencies in flagging the possible application of Schedule L |
4/12/2024 | 1:30 - 4 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
Bumper Sticker Ethics v. Professional Ethics (Webinar) (23WX-4039)23WX-4039 | *Introduction: "Bumper Sticker Ethics"*Thinking About Ethics: Digging a Little Deeper*Compare: Principles of Professional Ethics in Accounting*Case Study: Frank v. Dana Corp.*Conclusion: The Conceptual Framework as an Ethics Resource |
4/19/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
LinkedIn Profile Secrets for CPAs (Webinar) (23WX-3872)23WX-3872 | *Effective branding and LinkedIn profile positioning for CPAs*Best practices and tips for each profile feature*Optimizing language and words to attract clients: Your headline, essay, descriptions, and keywords*Sizzle elements: Your headshot, background banner, videos, and media*Essential LinkedIn settings and privacy for CPAs |
4/3/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Bookkeeper Goes to Prison (Webinar) (23WX-3939)23WX-3939 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation |
4/10/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (23WX-4136)23WX-4136 | *Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance*Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance*Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance*Common mistakes made in SSARS engagements as identified in peer reviews and in litigation |
4/30/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Real Estate Professionals, Passive Activity and Section 199A (Webinar) (23WX-4030)23WX-4030 | *Definition of a real estate professional*Pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules*Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction*Several real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standards*Real estate professionals and the "former passive activities" rules |
4/19/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit 307: Client and Profitable Engagement Management (Webinar) (23WX-3932)23WX-3932 | *Importance of quality control on audits*Why engagement budgets are not used, and how to overcome the barriers to success*Determining useful budget amounts to use as a tool*Better engagement scheduling tips for improved efficiency*Making sure the client is ready on the first day of the audit*Delegating for professional development and leveraging audit hours*Handling difficult delegation scenarios*Better engagement wrap-up tips and techniques |
4/10/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Independence and Conflicts of Interest (Webinar) (23WX-3880)23WX-3880 | *AICPA Code of Conduct: Independence, Conflicts of Interest*Case Study: Olympus*Case Study: Buca di Beppo |
4/4/2024 | 9:30 - 10:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Intro to Remaining "Most Common" Form 990 Schedules: D & G (Webinar) (23WX-4049)23WX-4049 | *Overview of what comprises a "fundraising event or sale"*Explanation of the low receipt thresholds by which Schedule G's Parts II (fundraising events and sales) and III (gaming) are invoked*How Schedule G's Part II amplifies summary data inputted on Part VIII, Lines 1c, 8a and 8b*Review of what constitutes gaming activity*Noting the underlying three tax issues that gaming activities implicate: potential unrelated business income tax, unmet payroll tax if volunteer worker/contractor status is improperly claimed, and wagering excise taxes*Discussion of what makes a provider a "professional fundraiser" and what information filers are responsible to report in Schedule G's Part I related to their use*Explanation of the entirety of Schedule D "triggers" employed upon the 990's Core Form Part IV*Highlighting the common potholes Schedule D preparers face |
4/22/2024 | 10:30 a.m. - 1 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
New Building Security and Efficiency With Internal Control (Webinar) (23WX-3903)23WX-3903 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework |
4/8/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
New Operations Level Internal Control (Webinar) (23WX-4027)23WX-4027 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change |
4/19/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Power BI: Analyze Your Data With Excel Pivot Tables (Webinar) (23WX-3858)23WX-3858 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts |
4/2/2024 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Internal Control: Testing for Operating Effectiveness (Webinar) (23WX-4135)23WX-4135 | *Generally accepted audit requirements related to testing controls for operating effectiveness*Identifying key controls that may prove effective and efficient to test in a control reliance strategy*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control*Leveraging audit evidence available for Service Organization Control (SOC1) Reports*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting |
4/30/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communicating Financial Information to Non-Accountants (Webinar) (23WX-4072)23WX-4072 | *The math literacy barrier*The financial literacy barrier*What to say and how to say it*Communicating ideas graphically |
4/24/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Keeping Up with the FASB (Webinar) (23WX-3988)23WX-3988 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities |
4/16/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Talk This Way: Communication Skills for the CPA (Webinar) (23WX-3832)23WX-3832 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid |
3/30/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Ethics of Care in the Workplace (Webinar) (23WX-4000)23WX-4000 | *Ethical Values and Principles*Compassion*Managing Expectations*Respect and Humility*Attribution Theory |
4/17/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New An Exhaustive Look At Fraud and Ways To Control It (Webinar) (23WX-3933)23WX-3933 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working |
4/10/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Will Your Ethics Be Burned by Burnout? (Webinar) (23WX-3890)23WX-3890 | *Explore the effects of crisis and burnout on ethical decision-making*Define the stressors, pressures, and biases that can lead good people to make less than optimal choices*Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams*Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope |
4/5/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Responsibility to the Public by the CPA (Webinar) (23WX-4101)23WX-4101 | *AICPA Code of Conduct: Responsibility to the Public and Due Care*Case study: Health South*Returning client records*Confidential information*Whistleblowing provisions |
4/26/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Ethics: IRS Behavioral Insights for Accountants (Webinar) (23WX-4010)23WX-4010 | *Behavioral insights (BI) Primer*How and why BI are used by the IRS*IRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues *BI and Implementation of tax reform legislation *BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes |
4/17/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
A History of Investing and a Look Ahead (Webinar) (23WX-3876)23WX-3876 | *Early concepts of investment management*Gordon Growth Model*Harry Markowitz: Risk Return Trade-Off *Fama & French: Factor Modeling*Which factors are better?*Smart Beta *Incorporating Client Behavioral Biases *What's Ahead? |
4/4/2024 | 8 - 9:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
New Defining Where and Why Internal Controls are Needed (Webinar) (23WX-4131)23WX-4131 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations |
4/29/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Circular 230 and Rogue Return Preparers (Webinar) (23WX-4045)23WX-4045 | *The authority of Circular 230 on return preparers*The possible penalties for violating Circular 230*How to answer ethical situations with clients*Characteristics of return preparers who prepare false tax returns*How to identify the violations in real life examples |
4/22/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
The Impact of SAS No. 145 on Risk-Based Audits (Webinar) (23WX-3896)23WX-3896 | *New definitions and requirements related to identifying and evaluating risks of material misstatement per SAS No. 145*Improved application of risk-based audit concepts for a higher-quality audit |
4/5/2024 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics: IRS Criminal Investigations - Key Lessons for Accountants (Webinar) (23WX-4024)23WX-4024 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*New England*Middle Atlantic*East *North*Central*West *North Central*South Atlantic*East South *Central West *South Central*Mountain*Pacific*How accountants can add value to their operations by aiding law enforcement and fighting economic crime |
4/18/2024 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Individual Tax Update: Recent Developments (Webinar) (23WX-4094)23WX-4094 | *2021/22 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses |
4/25/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New 2022 Tax Legislation: Inflation Reduction Act and CHIPS Act (Webinar) (23WX-3829)23WX-3829 | *Inflation Reduction Act of 2022*The new 15% corporate AMT*Electric Vehicle Credits*Clean Commercial Vehicle Credits*1% tax on the repurchase of corporate stock*Excess Business Losses*Clean Energy Tax Credits*Energy Efficient Home Improvement Credit*Energy Efficient Commercial Buildings Deduction (Section 179D)*New Credits*Research Credits for Small Businesses*Excise Taxes on Fossil Fuels*Green Property Depreciation*Additional Funding for the IRS*Transfers of certain credits to an unrelated transferee*Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act of 2022 |
3/30/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Cyber Attacks Through Impersonation (Webinar) (23WX-3976)23WX-3976 | *Impersonation techniques used to launch cyber attacks*Cybercriminals' focus: stealing financial assets and intellectual property*Practical advice on controls to implement to reduce victimization from impersonation cyber attacks*Practical advice to reduce the impact of a cyber attack |
4/15/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Take Command of your Time (Webinar) (23WX-4146)23WX-4146 | *Identify time wasters and adopt strategies for eliminating them*Recognize the variety of causes of procrastination and apply techniques to overcome them*Use practical techniques for prioritizing work*Delegation strategies*Incorporate wellness and stress management into your day in short increments*Understand their energy cycles and use it to manage your schedule*Learn techniques to decrease stress in the moment (based on neuroscience) |
4/30/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Money Laundering Awareness for Accountants (Webinar) (23WX-4036)23WX-4036 | *Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics |
4/19/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New Valuing Cannabis 2.0: Unique Marijuana Appraisal Challenges (Webinar) (23WX-3836)23WX-3836 | *Updates to incorporate new and emerging data sources and industry trends in the value proposition for marijuana businesses*Review of fundamental valuation concepts and methods*Discussion of the value of license rights and related intellectual property*Useful topics for practitioners and owner/operators involved in purchase price allocation work, economic damage assessments, estate planning and merger acquisition |
4/1/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Criminal Tax For Accountants (Webinar) (23WX-3870)23WX-3870 | *Basic tax crimes*Investigatory techniques*Privilege issues*Tax loss issues |
4/3/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Related Organizations: Everything You Need to Know (Webinar) (23WX-3874)23WX-3874 | *The reach of "parent-subsidiary" and "sibling" status when the party who is the subject of "control" is a nonprofit/nonstock entity [note this applies both to ascertaining whether the filer is "controlled by" a related organization OR itself "controls" another nonstock entity]*Understanding what is considered "control" when a potential related organization is: a stock corporation versus a partnership or an LLC taxed as a partnership versus a trust*The challenges of both finding "directly-controlled" related organizations versus imputing related organization status through "indirect control" *The two automatic status categories of related organizations: supporting organization connections (one entity being a 501(c)(3) with 509(a)(3) sub-classification from connection to another entity) and VEBA-unique categories*Overview information sought on Schedule R's Parts II-IV once the presence of one or more related organizations is ascertained*Schedule R Part V disclosure demands when a related organization is a "controlled entity" under, and thus subject to, Code section 512(b)(13)'s UBIT-reach*Overview of the Schedule R Part V disclosure requirements for 501(c)(3) filers who have a related organization itself recognized as tax-exempt under 501(c)(x) other than 501(c)(3) |
4/3/2024 | 1:30 - 4 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
New Tactics to Find Work Life Balance in a Complex World (Webinar) (23WX-4120)23WX-4120 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list |
4/29/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Audit 503: Management - Being a Balanced Leader-Manager (Webinar) (23WX-4121)23WX-4121 | *Differentiating between managing and leading, while highlighting the importance of each*Assessing your own natural management and leadership style*Adapting management and leadership styles to the specific circumstances*Becoming a catalyst for positive change*Overcoming barriers to successfully managing and leading*Successfully engaging in difficult conversations to minimize performance issues and conflict |
4/29/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Case Study Ethics for Today's Accountant (Webinar) (23WX-3931)23WX-3931 | *How to apply ethical guidance to scenarios accounting professionals may encounter in public practice*Best ethical standards to integrate*Analyze and apply the AICPA Code of Professional Conduct |
4/10/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
New Accounting of the Soul: Making the World a Better Place (Webinar) (23WX-3838)23WX-3838 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude |
4/1/2024 | 9:30 - 10:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Critical Thinking for Financial Professionals (Webinar) (23WX-4012)23WX-4012 | *Two Systems of Thinking: System 1 and System 2*How cognitive bias can cause you to make bad decisions*Anchoring*Availability*The Dunning-Kruger Effect*The Ikea Effect*The Rhyme as Reason Effect*Substitution 6 Tips for making better decisions |
4/18/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (23WX-4088)23WX-4088 | *A tour of the PowerBI.com interface*Sharing data with Power Pivot and Power BI Desktop*Creating visualizations and turning them into dashboards*Sharing visualizations and dashboards with others |
4/25/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Unconscious Bias with Dr. Toby Groves (Webinar) (23WX-3831)23WX-3831 | *Advanced strategies to recognize decision-making biases in your work*How audit investigations are affected by unconscious bias*The neuroscience behind implicit associations*Cognitive diversity and group decision making*How stereotypes develop*Ethical decisions and implicit associations |
3/30/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Audit 501: Personality Styles - Improving Your Interactions (Webinar) (23WX-4073)23WX-4073 | *Defining primary personality style characteristics*Determining your own primary personality style and the style of others*Effectively adapting for improving interactions with various personality styles*Leveraging strengths and minimizing the negative impact of personality weaknesses*Applying personality style analysis to real-life situations involving clients, staff, peers and superiors |
4/24/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Understanding the New Forms K-2 and K-3 (Webinar) (23WX-4087)23WX-4087 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included |
4/25/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Tax Update: Recent Developments (Webinar) (23WX-4064)23WX-4064 | *2021/22 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation update*Income and deductions |
4/23/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Section 174: New Rules for Research & Experimentation (Webinar) (23WX-3954)23WX-3954 | *Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction*Financial accounting for R&E costs*Required change of accounting method and Form 3115*Revised treatment of software development costs*Comprehensive case problems explaining implementation of the law changes |
4/11/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Yellow Book Independence and Single Audit Fundamentals (Webinar) (23WX-3966)23WX-3966 | *The conceptual framework approach to independence*Independence threats related to preparing financial statements and accounting records*Consideration of specific non-audit services that would and would not impair independence*Documentation necessary to support adequate consideration of auditor consideration*Fundamentals of a compliance audit performed under the Uniform Guidance*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*Writing an audit finding*Reporting requirements of a single audit |
4/12/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Corporate Ethics Cases in Diversity and Inclusion (Webinar) (23WX-3997)23WX-3997 | *Everyone can experience discrimination or harassment*What the AICPA Code of Professional Conduct says about harassment and discrimination*Other sources of ethical guidance*Recent EEOC Cases*Learning about each other |
4/17/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
I Spy with My Little Eye...an Illegality (Webinar) (23WX-3995)23WX-3995 | *Are Accountants the Conscience of Business?*Today's Ethical Duty of Confidentiality*IESBA NOCLAR Pronouncement*Where We Go from Here (No Clarity?)*Case Discussion and Analysis*Conclusion |
4/16/2024 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
New Sales and Government Investigations: Part 1 (Webinar) (23WX-3899)23WX-3899 | *Training strategies that lower risk levels for investigations of white-collar financial crimes*Discussion of white collar crime related to sales |
4/5/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
New Controls to Secure the Growing Digital Footprint (Webinar) (23WX-3979)23WX-3979 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices |
4/15/2024 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New What's New in Excel (Webinar) (23WX-4138)23WX-4138 | *New features and tools in Excel*Updates to the Excel Function Library |
4/30/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Monthly Federal Tax Updates: April 2024 (Webinar) (23WX-4047)23WX-4047 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues |
4/22/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Common Findings in Single Audits (Webinar) (23WX-3844)23WX-3844 | *Overview of Single Audit*Consequences of Noncompliance*Overview of findings and observations by compliance requirement*Single Audit findings and observations from AICPA Peer Review and OIG*Ways to prevent findings |
4/1/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Comprehensive Accounting and Financial Reporting Update (Webinar) (23WX-4020)23WX-4020 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress |
4/18/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Implementing and Maintaining an Internal Control System (Webinar) (23WX-3998)23WX-3998 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls |
4/17/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Payroll Essentials: Fringe Benefits - Taxable or Not? (Webinar) (23WX-4092)23WX-4092 | *What is and what is not a fringe benefit*Payroll tax withholding rules on taxable fringe benefits*Payroll reporting on employee checks, payroll returns, and W-2s*What to watch for at year end and where to go to get resources |
4/25/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Monthly Federal Tax Updates: April 2024 (Webinar) (23WX-3839)23WX-3839 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues |
4/1/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Basic Individual Taxation Course (Webinar) (23WX-4063)23WX-4063 | *Defining Federal Income Taxes*Computing federal income tax liability*Calculating adjusted gross income*Defining Qualifying Child*Determining filing status*Calculating the Kiddie Tax*Standard deduction*Tax Rates for ordinary income, capital gains, and qualified dividend income*Cash v. Accrual Method*Filing deadlines and obtaining extensions |
4/23/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forensic Accounting: When The Office Is A Crime Scene (Webinar) (23WX-4093)23WX-4093 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued*How to advise your client in approaching an allegation of embezzlement*What pitfalls may arise in finding the truth*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions |
4/25/2024 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New PowerPoint for Accountants (Webinar) (23WX-4053)23WX-4053 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint |
4/22/2024 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Data Visualization and Mapping Tools for Accountants (Webinar) (23WX-3915)23WX-3915 | *The new visually rich and post-literate world*Business case for data visualizations*Freely usable and stock imagery, animated GIFs, emojis, infographics, animations, logos, interactive images, word clouds*Excel Analytics Apps, Excel Dashboard Tips, PowerPoint Templates*Location Intelligence and Maps, sonification, synthetic media, leading software review portals*Video-conferencing and live broadcasting, screen and webcam recording, online presentation platforms*Image Editors, video apps, motion graphics and special effects, video creators, 3D design and simulation, data viz tutorials, design talent marketplaces*Mind maps, visual resumes, diagrams, charts, timelines, digital flipbooks, information dashboards |
4/8/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit Quality and the Current Practice Environment (Webinar) (23WX-3891)23WX-3891 | *Overview of the trends in the practice environment impacting audit quality*Update on the AICPA's Enhancing Audit Quality*AICPA Peer Review Board's areas of focus*Common peer review, ethics, and regulatory findings*How the current business climate is challenging compliance with professional standards and the key areas to focus on during the audit risk assessment process*Common practice issues and tips for achieving high quality engagements*AICPA's Quality Management Standards and strategies for implementation*Emerging technologies and new assurance opportunities |
4/5/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Omniverse and Metaverse for Accountants (Webinar) (23WX-4099)23WX-4099 | *Brief History of Experience-Sharing Technologies*Omniverse and Metaverse Basics*The Enterprise Metaverse*Leading Case Studies and Platforms to Date*Non-Fungible Tokens*Digital Twins*Immersive Learning*Remote Presence*Reality Editors and Product Experience*Visual Inspection*Synthetic Media*Immersive Experiences*Holodeck Technology*Universal Basic Reality*Metaverse Starter Strategy for Accountants |
4/25/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
PPP Fraud and Financial Professionals (Webinar) (23WX-4125)23WX-4125 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation |
4/29/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Thinking Like a Quality Control Reviewer (Webinar) (23WX-3825)23WX-3825 | *AICPA professional standards*EQCR expectations*Firm-specific considerations*Best practices for mitigating the frequency of review points*Best practices for mitigating the severity of review points*Examples of common EQCR deficiencies |
3/29/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Advanced Budgeting: Balance Sheet and Cash Flow Projections (Webinar) (23WX-3983)23WX-3983 | *Projected Balance Sheets*Accounts Receivable*Inventory*Capital Budget*Depreciation*Accounts Payable*Accrued Liabilities*Working Capital Loans*Debt*Projecting interest expense more accurately*Solving for Cash*Projecting Covenant Calculations*Projected Statements of Cash Flow*Choose your format*How to make your Statement of Cash Flow maintenance free*Debugging a statement of Cash Flow |
4/16/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Coping With the Growth of Online Fraud (Webinar) (23WX-3869)23WX-3869 | *The actuation of online and other cyber frauds*Fraudulent acts that are initiated electronically*Automated and employee driven methods that can reduce cyber-fraud risk |
4/3/2024 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New CANCELLED - Saleable to Scalable: How to Build a Firm You Can Sell (Webinar) (23WX-3889)23WX-3889 | *How to evaluate the services you are providing currently and make a plan to offer new services as a virtual firm*Determining appropriate technologies to support your virtual firm and virtual team*The start, scale, and sell system that Sharrin has used to successfully grow her own businesses*How to spend your newly acquired free time on promotion, growth and nurturing the sales value of your firm |
4/5/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Like-kind Exchanges in Real Estate Transactions (Webinar) (23WX-3875)23WX-3875 | *Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy*These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability*These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea |
4/3/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit 304: Auditing Basic Investments - Common Risks (Webinar) (23WX-3910)23WX-3910 | *Overview of the most common investment types*Typical audit risks and related audit procedures for common investments*The basics of accounting for equity investments in other entities*Understanding common 'plain vanilla' derivatives, like interest rate swaps*Fair value disclosure, including applying the fair value hierarchy |
4/8/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New How Fraud Can Affect Smaller Organizations (Webinar) (23WX-3959)23WX-3959 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses |
4/12/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update (Webinar) (23WX-3986)23WX-3986 | *Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEs*Update and review of the tax and cash special purpose frameworks*Update and review of the AICPA Financial Reporting Framework for SMEs*Update on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation |
4/16/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
New Sales and Government Investigations: Part 2 (Webinar) (23WX-3930)23WX-3930 | *How government investigations for white-collar crimes begin*How investigators and prosecutors build cases against salespeople*Differences between witnesses, subjects, and targets*Civil versus criminal allegations and proceedings*Costs associated with a government investigation*Collateral consequences of a criminal charge*Understanding role of defense attorneys*Differentiators between challenges in business and allegations of wrongdoing*Influence on financial loss amounts and sentencing*Lowering risk levels for government investigations or allegations of white-collar crime |
4/9/2024 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Form 990 Parts V (Other Tax Issues) & I (Financial Summary) (Webinar) (23WX-4082)23WX-4082 | *Addressing Part V's additional tax compliance points for 990 filers (i.e., statutory requirements outside of those that relate to maintaining tax-exemption-qualification)*Substantive background on the underlying line-specific tax needs covered in four key lines: 1) Use of a common paymaster (and its impact on) "number of employees" [and ramifications on mandated e-filing applicable to larger organizations] (Line 2) 2) When a Form 990-T filing is (and is not) required (Line 3a) 3) The quid pro quo solicitation disclosure mandates (Line 7a/7b) 4) Need to communicate when soliciting donors if the organization is not eligible to receive tax-deductible contributions (Line 6a/6b)*Existence of other, and often overlapping, disclosures and/or filings required when a filer captures specific amounts of tax-deductible charitable contributions, including, in certain circumstances, donations of property*Explanation of the basics behind the excise tax schemes applied to filers who either: hold "donor-advised funds" (Lines 8 and 9); or are potentially reached by IRC section 4960's executive compensation tax (Line 15)*Potholes in culling the current and prior year's tax return information necessary to complete Part I's Lines 8--22 |
4/24/2024 | 12 - 1:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Common Financial Statement Disclosures (Webinar) (23WX-3822)23WX-3822 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements |
3/29/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Non-Fungible Tokens (NFTs): Implications for Practitioners (Webinar) (23WX-4070)23WX-4070 | *The underlying technology and components of NFTs, including how these tokens were developed, recent headlines around these tokens, and accounting implications that have arisen*The valuation, tax, and custody issues connected to NFTs*Discussion around smart contracts*The blockchain application that underpins NFTs*The accounting issues connected to these contracts*External resources provided to provide attendees with additional content and practical advice |
4/23/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Exchange Transactions vs. Contribution for Not-for-Profit Organizations (Webinar) (23WX-3944)23WX-3944 | *Key changes from recent accounting standard updates affecting the determination of an exchange transaction versus a contribution*Enhanced disclosure and reporting requirements for contributions*Clarifications related whether a contribution is restricted or conditional*New definitions related to barriers and right of return or right of release related to conditional contributions*Other important matters contained in ASU Nos. 2014-09 and 2018-08 |
4/10/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Remote Working for Accountants (Webinar) (23WX-4144)23WX-4144 | *Remote working overview*Pros and cons of remote working*Remote work case studies*Leading remote work software and vendors *Lessons learned to date*Key resources and communities online tarter strategy for accountants |
4/30/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Understanding Internal Control Constructs (Webinar) (23WX-4058)23WX-4058 | *Underlying concepts of internal control*The importance of control measure interdependency |
4/23/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Public Charity Qualification Under the Public Support Tests (Webinar) (23WX-3824)23WX-3824 | *Intro to the two public support tests (PSTs), including the various common misconceptions about each test's application*Review of each test, focusing first on the relative ease of PST #1 (that calculated on Schedule A, Part II) which employs a bifurcated test (i.e., an automatic %-age versus a 'facts and circumstance' %-age "in"); thereafter, emphasizing the demands and challenges of PST #2 (calculated on Schedule A, Part III) with its restrictive parameters and dual tests each of which must be passed to be "in"*Practical tips (and materials on same) translating revenue presentation from the Core Form 990 at Part VIII to the line inputs for both PSTs via Schedule A's Parts II and III*Discussion of how to assist organizations who are in danger of flunking one or both PSTs*Analyzing anomalies: explanation of both what comprises an unusual grant and when a filer's PST 1 "facts and circumstances test" argument ages out |
3/29/2024 | 11:30 a.m. - 2 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
Current Issues in Performing Yellow Book Audits (Webinar) (23WX-3895)23WX-3895 | *Latest developments relevant to Yellow Book audits*Be prepared to avoid the most commonly misapplied concepts on audits performed in conformance with Government Audit Standards |
4/5/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New The IRS Advisory Council: Impact on Tax Administration (Webinar) (23WX-3848)23WX-3848 | *The role of the IRSAC in the US tax system*Gathering feedback from taxpayers*Making recommendations to the IRS*Working with IRS employees to implement and maintain solutions*The impact of the IRSAC on the tax system and accounting profession*The IRSAC's efforts to improve efficiency and effectiveness*The importance of trust and confidence in the tax system*The IRSAC's role in shaping and enforcing ethical standards in the accounting profession |
4/1/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Integrity, Objectivity and Judgment: Values in Action (Webinar) (23WX-4084)23WX-4084 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com |
4/24/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
New IRS Strategic Plan 2023-2026 and Impacts on US Tax Pros (Webinar) (23WX-3894)23WX-3894 | *Overview of the IRS Strategic Plan 2023-2026*Key goals and priorities of the IRS Strategic Plan*Measures the IRS plans to take to achieve its goals*Implications of the IRS Strategic Plan for tax professionals and regulatory ethics*Changes to the way the IRS provides services and communicates with taxpayers*Strategies for staying up-to-date on IRS policies and procedures*Case studies of the impacts of the IRS Strategic Plan on the accounting profession |
4/5/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
New Shortcuts that Excel Users Love (Webinar) (23WX-3861)23WX-3861 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features |
4/2/2024 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Understanding the Form 990 and its Preparation Prerequisites (Webinar) (23WX-3845)23WX-3845 | *Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules*Address of the definition's key factors that make a third-party organization a "related organization"*Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) -- or as a High 5) and understanding what is the definition and measure of "reportable compensation"*Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L*Applying the definition of "business relationship" as same is used in Part VI*Sequencing of the form's preparation tasks and who to go to for information*Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators |
4/1/2024 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Implications of Cryptocurrency (Webinar) (23WX-3928)23WX-3928 | *Blockchain basics*Classification of cryptocurrency*IRS Notice 2014-12*Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency*Gift tax rules for donating, gifting or bequeathing cryptocurrency*Traps for the unwary |
4/9/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Advanced Googling for Accountants (Webinar) (23WX-3856)23WX-3856 | *Getting Google Ready*Google Mobile Tools*Google Personalization and Optimization*Google Eyes and Ears: How Google Can Literally Read, Hear and See You.*Googling to Your Own Devices: How Results Vary By Computer *Hiding in Plain Sight: What You're Missing on the Google Results Page*Google Sweet Talk*Power Search Tools*Google Verticals*How to Be a Google Super Hero: Three Key Strategies |
4/2/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Analyzing Financial Statements (Webinar) (23WX-4055)23WX-4055 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances |
4/22/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Powerful Business Collaboration: Mind the Generation Gap (Webinar) (23WX-4076)23WX-4076 | *Why is it in your business's financial interest to include a range of generations in your work teams?*What are the pitfalls of not having a multigenerational approach to your work?*What do you have to offer to someone else that is a direct result of your age and experience?*In what work-related areas would you be better off if you collaborated with someone much younger or older than you?*Does ageism apply only to how the world treats older people, or are younger people also subject to ageism?*What are misconceptions you have about older or younger people and how can you overcome them?*What are three things you can do as soon as you finish this webinar that will help you benefit from a multigenerational collaboration? |
4/24/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Key Considerations For Setting Up A Crypto Payment System (Webinar) (23WX-3926)23WX-3926 | *Examine and walk through the primary considerations that any company seeking to implement a crypto payment system will need to keep in mind*Specific steps, the opportunities, and the challenges connected with implementing a crypto payment system*Documenting accounting implications*External resources will be provided in order additional context and information |
4/9/2024 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Seeing Patterns Others Don't: The Magic of Systems Thinking (Webinar) (23WX-3918)23WX-3918 | *Mediating and moderating variables*Situational awareness*Systems thinking*Data screening methods |
4/9/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Sexual Harassment in Professional and Corporate Environments (Webinar) (23WX-3905)23WX-3905 | *Introduction: #MeToo and the Accounting Profession*Case: Barrett v. Forest Labs., Inc.*Ethics and Law: Two Different (Overlapping) Domains*Dealing with the Culture of an Organization*Case: Babbitt v. Koeppel Nissan, Inc.*Supplemental Case: Smith v. DeTar Hosp. LLC*Conclusion |
4/8/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Blockchain Technology: What Every CPA Should Know (Webinar) (23WX-4113)23WX-4113 | *An explanation of what blockchain is*Review of the nomenclature associated with blockchain technology*Thorough review of the components of a blockchain application*Review of current and potential applications for blockchain and its impact on commerce*Potential impact on the CPA profession in accounting and auditing |
4/27/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New 2022 Tax Legislation: Inflation Reduction Act and CHIPS Act (Webinar) (23WX-4123)23WX-4123 | *Inflation Reduction Act of 2022*The new 15% corporate AMT*Electric Vehicle Credits*Clean Commercial Vehicle Credits*1% tax on the repurchase of corporate stock*Excess Business Losses*Clean Energy Tax Credits*Energy Efficient Home Improvement Credit*Energy Efficient Commercial Buildings Deduction (Section 179D)*New Credits*Research Credits for Small Businesses*Excise Taxes on Fossil Fuels*Green Property Depreciation*Additional Funding for the IRS*Transfers of certain credits to an unrelated transferee*Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act of 2022 |
4/29/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
QuickBooks: Know the Right Version for Your Client (Webinar) (23WX-4052)23WX-4052 | *Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete one*What are the questions to ask your client that will also assist in determining which is better -- QuickBooks Desktop or QuickBooks Online*A deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisons*The challenges of converting between versions*A look at what's new for 2020 in both Desktop and Online |
4/22/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CANCELLED - Your Guide to a STRONG Account Reconciliation Process (Webinar) (23WX-3863)23WX-3863 | *The significance of a quality account reconciliation process*The essential components of a STRONG account reconciliation framework:*Smarter Close Cycle*Trusted Financial Statements*Ready for Audit*Optimized Technology*Nimble Team*Growth in Accounting Talent*Purposeful reconciliation process strategies and leading practices that will help advance stronger balance sheetsPractice aids will be made available to all attendees |
4/3/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics: Giving Thanks - How to Master the Art of Gratitude (Webinar) (23WX-4015)23WX-4015 | *What gratitude is and how expressions of it can vary from culture to culture*Several ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees |
4/18/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Surgent's A Complete Tax Guide to Exit Planning (Webinar) (24WS-0049)24WS-0049 | *Gain exclusion and tax-free reorganization planning*Gain exclusion with sales of C corporation stock -- Section 1202*Deferral of gain with installment reporting*Gain planning with partnerships*Basis planning -- basis step-up at death, gifts of interests to family*Restructuring the business entity -- C vs. S corporation, partnerships, LLCs*Real estate planning -- retention vs. sales, like-kind exchanges*Employee stock ownership plans -- special tax incentives*Employee benefit planning with ownership change*Taxes other than the federal income tax -- state tax, estate, gift and generation-skipping taxes, and property taxes*Prospects for tax law change
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4/11/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (24WS-0051)24WS-0051 | *AICPA's Enhancing Audit Quality initiative*Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit*Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation
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4/25/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Preparing for and Navigating a Potential Banking Crisis (Webinar) (24WS-0050)24WS-0050 | *Explaining the often-misunderstood rules of FDIC*Banking industry risks*Protecting organizations to the extent possible from financial market dislocations*Ensuring adequate protections for lines of credit |
4/17/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0398)24WA-0398 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/15/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Introduction to Single Audit (Webinar) (24WA-0251)24WA-0251 | *Uniform Guidance*Internal Controls over Compliance*Reporting |
4/26/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0255)24WA-0255 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
4/26/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Moving Beyond the Basics of Excel (Webinar) (24WA-0263)24WA-0263 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis |
4/27/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-0291)24WA-0291 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in th |
5/2/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0074)24WA-0074 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
4/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Moving Beyond the Basics of Excel (Webinar) (24WA-0206)24WA-0206 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis |
4/23/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Staying SASsy: A Look at Recent Auditing Standards (Webinar) (24WA-0122)24WA-0122 | *Revised audit report layout*Various auditing standards that will soon be effective*Selected-procedures engagements and other attestation developments. |
4/13/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
FASB's New Lease Accounting Standard (Webinar) (24WA-0002)24WA-0002 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates. |
4/1/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0112)24WA-0112 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
4/11/2024 | 2:30 - 3:35 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0179)24WA-0179 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
4/19/2024 | 1:30 - 3:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-0089)24WA-0089 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understandi |
4/9/2024 | 4 - 8 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Getting to Know the New Audit Report (Webinar) (24WA-0130)24WA-0130 | *Examples of current public company audit reports*Implications of SAS No. 134*Exploration of illustrative audit report examples*Potential communication of Key Audit Matters (KAMs) |
4/15/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Accounting Update in a Post COVID-19 World (Webinar) (24WA-0190)24WA-0190 | *Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Financial statement disclosures*Exploring liquidity options*Other current events as appropriate. |
4/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
FASB's New Lease Accounting Standard (Webinar) (23WA-9151)23WA-9151 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates. |
3/28/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fiduciary Accounting for Estates and Trusts (Webinar) (24WA-0182)24WA-0182 | *10 Principles of Tax Accounting for Trust Income*Entity accounting income and Form 1041*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Trust accounting*Discretionary Power to Adjust |
4/20/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Real Estate Tax Issues: Passive Activity, Self-Rental & Section 199A (Webinar) (24WA-0243)24WA-0243 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S Corporations) entity's reporting on Fo |
4/25/2024 | 8 - 11:50 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Introduction to Governmental Accounting (Webinar) (24WA-0135)24WA-0135 | *Fund accounting*Governmental Financial Statements*Intro to governmental accounting |
4/15/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0151)24WA-0151 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
4/17/2024 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Introduction to Yellow Book (Webinar) (24WA-0253)24WA-0253 | *Ethical requirements and independence*Reporting*Financial statement audit differences |
4/26/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Real Estate Tax Update (Webinar) (24WA-0094)24WA-0094 | *Recent tax legislation, rules and developments impacting real estate owners and investors*Section 179 for qualified real property*Section 179 for non-residential roofs, HVAC fire protection and security systems*Section 163(j) interest expense limitation, |
4/9/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Managerial Accounting Refresher for the In-House Accountant (Webinar) (24WA-0180)24WA-0180 | *Cost-volume-profit analysis, including target profit and break-even calculations*Variable costing*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Capital budgeting considerations*Overv |
4/20/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-0381)24WA-0381 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
6/7/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Introduction to Yellow Book (Webinar) (24WA-0136)24WA-0136 | *Ethical requirements and independence*Reporting*Financial statement audit differences |
4/15/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
What's Going on at the FASB: 2023 (Webinar) (24WA-0048)24WA-0048 | *FASB Update*ASUs Effective*Leases |
4/5/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Advanced Excel: Hidden Secrets and Gems (Webinar) (24WA-0264)24WA-0264 | *Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that insp |
4/27/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0270)24WA-0270 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
4/29/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0322)24WA-0322 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
5/16/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0428)24WA-0428 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Ethical Tax Practice Strategies in a Crisis World (Webinar) (24WA-0175)24WA-0175 | *"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement let |
4/19/2024 | 2 - 3:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
A Practical Guide to Trusts (Webinar) (24WA-0336)24WA-0336 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
5/21/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0344)24WA-0344 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
5/23/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Partnerships and S Corporations: How to Calculate Basis (Webinar) (24WA-0145)24WA-0145 | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts*Explains the use of both "inside" and "outside" basis determination*Clarifies the how partnerships and S |
4/16/2024 | 6 - 9:55 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accounting Update in a Post COVID-19 World (Webinar) (23WA-9170)23WA-9170 | *Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Financial statement disclosures*Exploring liquidity options*Other current events as appropriate. |
3/29/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0041)24WA-0041 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
4/4/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
A Practical Guide to Trusts (Webinar) (24WA-0010)24WA-0010 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
4/2/2024 | 5 p.m. - 1 a.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0387)24WA-0387 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
6/12/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0302)24WA-0302 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
5/9/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0356)24WA-0356 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
5/30/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's 2022's Biggest Security and Privacy Concerns (Webinar) (24WA-0422)24WA-0422 | *Information Technology*Cyber Security |
6/25/2024 | 11 a.m. - 3:35 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
Partnership Checkup: Key Tax Issues & Forms Reporting (Webinar) (24WA-0147)24WA-0147 | *Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" -- how do the financial accounting and tax capital accounts differ from one another*Distinguishin |
4/16/2024 | 6 - 9:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Managerial Accounting Refresher for the In-House Accountant (Webinar) (24WA-0102)24WA-0102 | *Cost-volume-profit analysis, including target profit and break-even calculations*Variable costing*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Capital budgeting considerations*Overv |
4/11/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel Tips & Tricks for the Non-Accountant (Webinar) (24WA-0059)24WA-0059 | *Understanding the workbook and worksheet environment;*Obtaining and utilizing data;*Editing and formatting;*The "Insert" Menu;*The "Page Layout" Menu;*The "View" Menu;*Selecting and using formulas;*Shortcuts and tricks; Best practices |
4/6/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Real Estate Tax Issues: Passive Activity, Self-Rental & Section 199A (Webinar) (24WA-0146)24WA-0146 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S Corporations) entity's reporting on Fo |
4/16/2024 | 2 - 5:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0417)24WA-0417 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
6/21/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-0231)24WA-0231 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the |
4/25/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Partnership Essentials: Tax Basis Capital Accounts (Webinar) (24WA-0126)24WA-0126 | *Reporting negative tax basis*Tax accounting for property contributed to a partnership*Pre-contribution appreciation*Effect of the Ceiling Rule*Allocation of depreciation to partners*Form 1065, Schedule K-1*Tax basis capital accounts |
4/13/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Single Audit Update: 2023 (Webinar) (24WA-0042)24WA-0042 | *Changes to Uniform Guidance*ARPA Funding*Internal Controls Over Compliance |
4/4/2024 | 4 - 5:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Data Analytics: Practical Insights for Today's Accountant (Webinar) (24WA-0185)24WA-0185 | *Explore new tools and client engagement techniques using data analytics*Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement. |
4/20/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0343)24WA-0343 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
5/23/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
2023 Taking a Global View of Professional Ethics (Webinar) (24WA-0235)24WA-0235 | *What is "Ethics"?*Interaction between Law and Ethics*Principles and Best Practices: AICPA Code of Professional Conduct; IESBA Code of Ethics for Professional Accountants*Case Study:Ardent Harmony Fund v. BDO Trinity |
4/25/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0400)24WA-0400 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
6/15/2024 | 9:30 - 10:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Yellow Book Update: 2023 (Webinar) (24WA-0011)24WA-0011 | *Yellow Book Independence*Data quality*Technical Update |
4/2/2024 | 3:30 - 5:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Introduction to Not-for-Profit Accounting (Webinar) (24WA-0137)24WA-0137 | *Contributions*Net asset categories*Endowments*Programmatic Investments |
4/15/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (23WA-9176)23WA-9176 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
3/29/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-0313)24WA-0313 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
5/13/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0239)24WA-0239 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
4/25/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
2023 Federal Tax Update for Business (Webinar) (24WA-0159)24WA-0159 | *2022-23 business tax legislation, rulings and developments*Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation*S Corporation and partnership developments, with a focus on the new K-2 and K-3 schedules*Tra |
4/17/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Managerial Accounting Refresher for the In-House Accountant (Webinar) (23WA-9150)23WA-9150 | *Cost-volume-profit analysis, including target profit and break-even calculations*Variable costing*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Capital budgeting considerations*Overv |
3/28/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Accounting & Auditing Update for Small Business: 2023 (Webinar) (23WA-9154)23WA-9154 | *Private company ASUs*Audit evidence*Quality Management |
3/28/2024 | 9:30 a.m. - 1:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (23WA-9158)23WA-9158 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
3/28/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The ABCs of Advisory Services (Webinar) (24WA-0352)24WA-0352 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the |
5/30/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel Essentials for Today's Accountant: How to Become an Expert in One Day (Webinar) (24WA-0203)24WA-0203 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using i |
4/23/2024 | 6 - 9:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0288)24WA-0288 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
5/2/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Not-for-Profit Accounting Update: 2023 (Webinar) (24WA-0015)24WA-0015 | *Topic 842*Leases |
4/2/2024 | 10:30 a.m. - 2:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0434)24WA-0434 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
6/28/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals (Webinar) (23WS-1786)23WS-1786 | *The Corporate Transparency Act and its goals*Which entities need to file reports and which entities are exempt?*Who is a beneficial owner and what is substantial control?*Information that needs to be reported*How to get your firm and your clients ready for the requirements |
3/28/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0405)24WA-0405 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
6/18/2024 | 10:30 a.m. - 12:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0323)24WA-0323 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
5/16/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0399)24WA-0399 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
6/15/2024 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0073)24WA-0073 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
4/8/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Depreciating & Expensing Business Assets (Webinar) (24WA-0125)24WA-0125 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Qualified improvement property*Section 179, including inflation adjustments*Section 168(k) 100% bonus deduction*Depreciation of automobiles, including new luxury au |
4/13/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0430)24WA-0430 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Your Front-Row Ticket to the 2023 Accounting & Auditing Season (Webinar) (24WA-0016)24WA-0016 | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Sum |
4/3/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0427)24WA-0427 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Advanced Excel: Hidden Secrets and Gems (Webinar) (24WA-0207)24WA-0207 | *Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that insp |
4/23/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0222)24WA-0222 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
4/24/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Guide to Preparing Form 1041 for Estates and Trusts (Webinar) (24WA-0201)24WA-0201 | *Current rates and brackets*Calculating a trust's AGI*3.8% Medicare surtax on net investment income (NII)*Simple vs. complex trusts*Grantor Trusts: Four options to report activity |
4/23/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Not-for-Profit Accounting & Auditing Update: 2023 (Webinar) (24WA-0013)24WA-0013 | *Auditor Reporting*Uniform Guidance |
4/2/2024 | 4:30 - 8:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accounting & Auditing Update for Small Business: 2023 (Webinar) (24WA-0230)24WA-0230 | *Private company ASUs*Audit evidence*Quality Management |
4/25/2024 | 9:30 a.m. - 1:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0370)24WA-0370 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
6/5/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Combating Cybercrime and How to Protect Your Business (Webinar) (24WA-0172)24WA-0172 | *Phishing awareness*Password security*Privacy issues*Compliance*Insider threats*CEO/wire fraud |
4/18/2024 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Introduction to Governmental Accounting (Webinar) (24WA-0252)24WA-0252 | *Fund accounting*Governmental Financial Statements*Intro to governmental accounting |
4/26/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0424)24WA-0424 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
6/26/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Everyday Ethics (Webinar) (24WA-0341)24WA-0341 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
5/23/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
IRS Cybersecurity Checklist (Webinar) (24WA-0360)24WA-0360 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
5/30/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fiduciary Accounting for Estates and Trusts (Webinar) (24WA-0104)24WA-0104 | *10 Principles of Tax Accounting for Trust Income*Entity accounting income and Form 1041*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Trust accounting*Discretionary Power to Adjust |
4/11/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0396)24WA-0396 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
6/15/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0293)24WA-0293 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
5/2/2024 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0101)24WA-0101 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
4/10/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0153)24WA-0153 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
4/17/2024 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0272)24WA-0272 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
4/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-0227)24WA-0227 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios. |
4/25/2024 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-0306)24WA-0306 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
5/10/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Managerial Accounting Refresher for the In-House Accountant (Webinar) (24WA-0001)24WA-0001 | *Cost-volume-profit analysis, including target profit and break-even calculations*Variable costing*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Capital budgeting considerations*Overv |
4/1/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communication Skills for CPAs (Webinar) (24WA-0061)24WA-0061 | *Pervasive best practices for effective communication;*Specific strategies for written materials;*Unique considerations for verbal presentations;*The importance of recursive revision;*Tips for success;*Pitfalls to avoid |
4/6/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Not-for-Profit Accounting Update: 2023 (Webinar) (24WA-0014)24WA-0014 | *Leases*Gifts in Kind |
4/2/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Tax Practice Ethical Challenges and Circular 230 (Webinar) (24WA-0133)24WA-0133 | *Circular 230 (IRS) rules for conducting a "best" tax practice*How to avoid tax return preparation penalties*Recent developments impacting today's tax practice*Review of tax return preparer's registration rules*Explanation of the revised AICPA Code of Pro |
4/15/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0027)24WA-0027 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
4/3/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Automation (Webinar) (24WA-0382)24WA-0382 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
6/7/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
S Corporation Essentials: Stock & Loan Basis Reporting (Webinar) (23WA-9180)23WA-9180 | *Basis of stock and debt*Form 1040, Schedule E*Shareholder basis of indebtedness*Limitation of deduction of losses*AAA and distributions |
3/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-0328)24WA-0328 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the |
5/18/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Depreciating & Expensing Business Assets (Webinar) (24WA-0029)24WA-0029 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Qualified improvement property*Section 179, including inflation adjustments*Section 168(k) 100% bonus deduction*Depreciation of automobiles, including new luxury au |
4/3/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial & Tax Accounting for Partnerships & LLCs (Webinar) (24WA-0065)24WA-0065 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and med |
4/8/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0330)24WA-0330 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
5/18/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The ABCs of Employees vs. Independent Contractors (Webinar) (24WA-0139)24WA-0139 | *Four ways to classify a worker*IRS 20 Factors*20% Section 199A deduction*Cost of misclassifying an employee*Section 530 relief*Game changing impact of the Dynamex case and AB5 |
4/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Staying SASsy: A Look at Recent Auditing Standards (Webinar) (23WA-9173)23WA-9173 | *Revised audit report layout*Various auditing standards that will soon be effective*Selected-procedures engagements and other attestation developments. |
3/29/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-0200)24WA-0200 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios. |
4/23/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Upholding Independence While Holding Your Client's Hand (Webinar) (24WA-0274)24WA-0274 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence;*Review the AICPA's Code of Professional Conduct;*Provide best practice tips and practical strategies for preserving independence when assisting cl |
4/30/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Accounting Automation (Webinar) (24WA-0083)24WA-0083 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
4/9/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Accounting Automation (Webinar) (24WA-0337)24WA-0337 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
5/21/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Excel Tips & Tricks for the Non-Accountant (Webinar) (24WA-0278)24WA-0278 | *Understanding the workbook and worksheet environment;*Obtaining and utilizing data;*Editing and formatting;*The "Insert" Menu;*The "Page Layout" Menu;*The "View" Menu;*Selecting and using formulas;*Shortcuts and tricks; Best practices |
4/30/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
2023 Taking a Global View of Professional Ethics (Webinar) (24WA-0369)24WA-0369 | *What is "Ethics"?*Interaction between Law and Ethics*Principles and Best Practices: AICPA Code of Professional Conduct; IESBA Code of Ethics for Professional Accountants*Case Study:Ardent Harmony Fund v. BDO Trinity |
6/5/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0294)24WA-0294 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
5/4/2024 | 9:30 - 10:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Accounting & Auditing Update: 2023 (Webinar) (24WA-0268)24WA-0268 | *Leases*FASB Update*Audit Evidence |
4/29/2024 | 9:30 a.m. - 1:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
What's Going on at the FASB: 2023 (Webinar) (24WA-0036)24WA-0036 | *FASB Update*ASUs Effective*Leases |
4/4/2024 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0350)24WA-0350 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
5/28/2024 | 10:30 a.m. - 12:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Audit & Attestation Update: What's Going on at the AICPA 2023 (Webinar) (24WA-0095)24WA-0095 | *Audit Evidence*Risk Assessment*Auditing Estimates*Examination Engagement*Quality Management |
4/10/2024 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0286)24WA-0286 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives. |
5/2/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-0310)24WA-0310 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understandi |
5/11/2024 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0108)24WA-0108 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
4/11/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0361)24WA-0361 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
5/30/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
ACPEN Signature 2023: Business Fraud Update and Managing the Risk of Fraud (Webinar) (24WA-0162)24WA-0162 | *Business Fraud*Fraud Risk Management*Fraud Risk Assessments*Data analytics*Digital analysis |
4/18/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Communication Skills for CPAs (Webinar) (24WA-0280)24WA-0280 | *Pervasive best practices for effective communication;*Specific strategies for written materials;*Unique considerations for verbal presentations;*The importance of recursive revision;*Tips for success;*Pitfalls to avoid |
4/30/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Topic 842: Implementing Leases Workshop (Webinar) (24WA-0078)24WA-0078 | *Leases*Topic 842 |
4/9/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Deep Dive Common Auditing Deficiencies (Webinar) (24WA-0212)24WA-0212 | *Estimates*Documentation*Risk Assessment |
4/24/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Partnership Essentials: Tax Basis Capital Accounts (Webinar) (23WA-9179)23WA-9179 | *Reporting negative tax basis*Tax accounting for property contributed to a partnership*Pre-contribution appreciation*Effect of the Ceiling Rule*Allocation of depreciation to partners*Form 1065, Schedule K-1*Tax basis capital accounts |
3/29/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0340)24WA-0340 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
5/23/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0421)24WA-0421 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
6/24/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0312)24WA-0312 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
5/13/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The ABCs of Employees vs. Independent Contractors (Webinar) (24WA-0241)24WA-0241 | *Four ways to classify a worker*IRS 20 Factors*20% Section 199A deduction*Cost of misclassifying an employee*Section 530 relief*Game changing impact of the Dynamex case and AB5 |
4/25/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Partnership Essentials: Tax Basis Capital Accounts (Webinar) (24WA-0197)24WA-0197 | *Reporting negative tax basis*Tax accounting for property contributed to a partnership*Pre-contribution appreciation*Effect of the Ceiling Rule*Allocation of depreciation to partners*Form 1065, Schedule K-1*Tax basis capital accounts |
4/22/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
S Corporation Essentials: Review & Update (Webinar) (24WA-0090)24WA-0090 | *Recent tax legislation, rules, and developments impacting S Corporations*S Corporation shareholder basis in stock and debt*Schedules K-2 and K-3 reporting*S Corporation open account debt |
4/9/2024 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Tax Practice Ethical Challenges and Circular 230 (Webinar) (24WA-0025)24WA-0025 | *Circular 230 (IRS) rules for conducting a "best" tax practice*How to avoid tax return preparation penalties*Recent developments impacting today's tax practice*Review of tax return preparer's registration rules*Explanation of the revised AICPA Code of Pro |
4/3/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Not-for-Profit Accounting Update: 2023 (Webinar) (23WA-9166)23WA-9166 | *Leases*Gifts in Kind |
3/28/2024 | 2:30 - 6:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Meet Me at the Intersection of Fraud and Ethics (Webinar) (24WA-0132)24WA-0132 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance wit |
4/15/2024 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 1 Ethics |
Real Estate Tax Issues: Passive Activity, Self-Rental & Section 199A (Webinar) (24WA-0045)24WA-0045 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S Corporations) entity's reporting on Fo |
4/4/2024 | 12 - 3:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0393)24WA-0393 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
6/13/2024 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0234)24WA-0234 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
4/25/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0339)24WA-0339 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
5/22/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041- 6 hour (Webinar) (24WA-0168)24WA-0168 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of t |
4/18/2024 | 10 a.m. - 3:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
New Client Ethical Challenges: The CPAs Guide (Webinar) (24WA-0250)24WA-0250 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax |
4/26/2024 | 10 - 11:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Partnerships and S Corporations: How to Calculate Basis (Webinar) (24WA-0044)24WA-0044 | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts*Explains the use of both "inside" and "outside" basis determination*Clarifies the how partnerships and S |
4/4/2024 | 2 - 5:55 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Business Tax Update for Industry (Webinar) (23WA-9192)23WA-9192 | *Recent Federal legislative, rules and tax developments impacting business taxpayers*Impact of Inflation Reduction Act on business*Depreciation rules and developments*Business losses and interest expense*Latest legislative, judicial, and IRS developments |
3/30/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Depreciating & Expensing Business Assets (Webinar) (24WA-0196)24WA-0196 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Qualified improvement property*Section 179, including inflation adjustments*Section 168(k) 100% bonus deduction*Depreciation of automobiles, including new luxury au |
4/22/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Year-End Tax Planning: Thinking Outside the Box (Webinar) (24WA-0283)24WA-0283 | *Discuss the most recent tax legislation, rulings and developments*Section 163(j) interest expense deduction*New 21% corporate tax rate*Medicare tax on high income wages and SE income*Alternative minimum tax (AMT) issues*3.8% net investment income tax*Red |
4/30/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0394)24WA-0394 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
6/15/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Analytical Procedures: Practical Applications and Standards (Webinar) (24WA-0019)24WA-0019 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures. |
4/3/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law, Line-By-Line (Webinar) (24WA-0124)24WA-0124 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the char |
4/13/2024 | 11 a.m. - 4:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Simple EBITDA Improvements in Pursuit of M&A (Webinar) (24WA-0407)24WA-0407 | *Valuation Approaches specific to Auto Dealers*Typical Sources of EBITDA improvement*Current multiples*Blue Sky*The Value of Ancillary Services |
6/20/2024 | 12:30 - 1:40 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0413)24WA-0413 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
6/20/2024 | 3:30 - 5:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
FASB's New Lease Accounting Standard (Webinar) (24WA-0181)24WA-0181 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates. |
4/20/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0354)24WA-0354 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
5/30/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Everyday Ethics (Webinar) (24WA-0409)24WA-0409 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
6/20/2024 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
ACPEN Signature 2023: Business Fraud Update and Managing the Risk of Fraud (Webinar) (24WA-0333)24WA-0333 | *Business Fraud*Fraud Risk Management*Fraud Risk Assessments*Data analytics*Digital analysis |
5/21/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Governmental Auditing Update: Yellow Book & Uniform Guidance - 2023 (Webinar) (24WA-0171)24WA-0171 | *SAS 134 and 140*Yellow Book Update*Uniform Guidance Update |
4/18/2024 | 10:30 a.m. - 2:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Meet Me at the Intersection of Fraud and Ethics (Webinar) (23WA-9185)23WA-9185 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance wit |
3/30/2024 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 1 Ethics |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0420)24WA-0420 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
6/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
S Corporation Essentials: Stock & Loan Basis Reporting (Webinar) (24WA-0127)24WA-0127 | *Basis of stock and debt*Form 1040, Schedule E*Shareholder basis of indebtedness*Limitation of deduction of losses*AAA and distributions |
4/13/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041- 6 hour (Webinar) (24WA-0358)24WA-0358 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of t |
5/30/2024 | 10 a.m. - 3:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Buying, Selling, or Gifting a Business Creatively (Webinar) (24WA-0043)24WA-0043 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreeme |
4/4/2024 | 8:30 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Introduction to Not-for-Profit Accounting (Webinar) (24WA-0256)24WA-0256 | *Contributions*Net asset categories*Endowments*Programmatic Investments |
4/26/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0348)24WA-0348 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
5/25/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Introduction to Single Audit (Webinar) (24WA-0134)24WA-0134 | *Uniform Guidance*Internal Controls over Compliance*Reporting |
4/15/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Accounting & Auditing Update: 2023 (Webinar) (24WA-0067)24WA-0067 | *Leases*FASB Update*Audit Evidence |
4/8/2024 | 9:30 a.m. - 1:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0105)24WA-0105 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
4/11/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0037)24WA-0037 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
4/4/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Not-for-Profit Accounting Update: 2023 (Webinar) (24WA-0219)24WA-0219 | *Leases*Gifts in Kind |
4/24/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-0435)24WA-0435 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
6/29/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0308)24WA-0308 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
5/11/2024 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (23WA-9159)23WA-9159 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
3/28/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Fiduciary Accounting for Estates and Trusts (Webinar) (24WA-0131)24WA-0131 | *Uniform Principal and Income Act*Discuss the mandatory and discretionary allocations and adjustments (did you know that depreciation is a Discretionary adjustment?)*Address the trustees ability to override the fallback rules*Review the contents of a prop |
4/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2023 Federal Tax Update for Individuals (Webinar) (24WA-0158)24WA-0158 | *2022-23 Federal tax legislation, cases and rulings affecting income of individual taxpayers*Review changes to Form 1040 and its related schedules*Gross Income, wages, Schedule C and Schedule E*Itemized deductions*Capital gain and losses, royalties, alter |
4/17/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0236)24WA-0236 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
4/25/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Financial & Tax Accounting for S Corporations (Webinar) (24WA-0066)24WA-0066 | *Review of the Accounting Standards Codification and its relationship to financial accounting for S Corporations*Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S Corporations*Review of the AICPA "small" GAAP |
4/8/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Excel Tips & Tricks for the Non-Accountant (Webinar) (24WA-0155)24WA-0155 | *Understanding the workbook and worksheet environment;*Obtaining and utilizing data;*Editing and formatting;*The "Insert" Menu;*The "Page Layout" Menu;*The "View" Menu;*Selecting and using formulas;*Shortcuts and tricks; Best practices |
4/17/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law, Line-By-Line (Webinar) (24WA-0178)24WA-0178 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the char |
4/19/2024 | 9 a.m. - 2:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law, Line-By-Line (Webinar) (24WA-0050)24WA-0050 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the char |
4/5/2024 | 9 a.m. - 2:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Your Front-Row Ticket to the 2023 Accounting & Auditing Season (Webinar) (24WA-0129)24WA-0129 | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Sum |
4/15/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0410)24WA-0410 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
6/20/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Analytical Procedures: Practical Applications and Standards (Webinar) (24WA-0192)24WA-0192 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures. |
4/22/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0388)24WA-0388 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
6/13/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0217)24WA-0217 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
4/24/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Key Tax Issues Facing Business & Industry (Webinar) (24WA-0009)24WA-0009 | *2022-23 update and review of key business tax issues*New interest expense deduction*Capitalization, expensing and depreciation rules*New travel and entertainment expense rules*Fringe benefits*Independent contractor vs. employee*Basics of identifying and |
4/1/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0150)24WA-0150 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
4/17/2024 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Ethical Side of Trust (Webinar) (24WA-0412)24WA-0412 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/20/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
PowerPoint: Tips & Tricks for Today's Accountant (Webinar) (24WA-0060)24WA-0060 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence;*Review the AICPA's Code of Professional Conduct;*Provide best practice tips and practical strategies for preserving independence when assisting cl |
4/6/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0056)24WA-0056 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
4/6/2024 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Yellow Book Update: 2023 (Webinar) (23WA-9187)23WA-9187 | *Yellow Book Independence*Data quality*Technical Update |
3/30/2024 | 10:30 a.m. - 12:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-0433)24WA-0433 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
6/28/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial & Tax Accounting for Partnerships & LLCs (Webinar) (24WA-0173)24WA-0173 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and med |
4/19/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Business Tax Update for Industry (Webinar) (24WA-0032)24WA-0032 | *Recent Federal legislative, rules and tax developments impacting business taxpayers*Impact of Inflation Reduction Act on business*Depreciation rules and developments*Business losses and interest expense*Latest legislative, judicial, and IRS developments |
4/3/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial & Tax Accounting for S Corporations (Webinar) (24WA-0174)24WA-0174 | *Review of the Accounting Standards Codification and its relationship to financial accounting for S Corporations*Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S Corporations*Review of the AICPA "small" GAAP |
4/19/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Guide to Preparing Form 1041 for Estates and Trusts (Webinar) (24WA-0110)24WA-0110 | *Current rates and brackets*Calculating a trust's AGI*3.8% Medicare surtax on net investment income (NII)*Simple vs. complex trusts*Grantor Trusts: Four options to report activity |
4/11/2024 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0224)24WA-0224 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
4/24/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Beyond the Veil: Cryptocurrency & Crime (Webinar) (24WA-0325)24WA-0325 | *Common types of fraud involving cryptocurrency*Hiding Cryptocurrency*Physical Evidence of Cryptocurrency*Blockchain Data Analytics |
5/16/2024 | 12:30 - 1:50 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Analytical Procedures: Practical Applications and Standards (Webinar) (24WA-0121)24WA-0121 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures. |
4/13/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Partnerships and S Corporations: How to Calculate Basis (Webinar) (24WA-0242)24WA-0242 | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts*Explains the use of both "inside" and "outside" basis determination*Clarifies the how partnerships and S |
4/25/2024 | 10 a.m. - 1:55 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Guide to Preparing Form 1041 for Estates and Trusts (Webinar) (24WA-0260)24WA-0260 | *Current rates and brackets*Calculating a trust's AGI*3.8% Medicare surtax on net investment income (NII)*Simple vs. complex trusts*Grantor Trusts: Four options to report activity |
4/27/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Accounting Automation (Webinar) (24WA-0384)24WA-0384 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
6/11/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Partnership Essentials: Review & Update (Webinar) (24WA-0116)24WA-0116 | *Recent legislative, rules and tax developments impacting partnerships and their partners*TCJA Section461(l) Excess Business Losses and Section163(j) Business Interest Expense*Form 1065, Schedules K-1 and M-2*Schedules K-2 and K-3 update*Reporting partner |
4/11/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0418)24WA-0418 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
6/21/2024 | 1:30 - 3:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0039)24WA-0039 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
4/4/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0371)24WA-0371 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
6/5/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0385)24WA-0385 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
6/12/2024 | 9 - 11:10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-0123)24WA-0123 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in th |
4/13/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Single Audit Update: 2023 (Webinar) (24WA-0055)24WA-0055 | *Changes to Uniform Guidance*ARPA Funding*Internal Controls Over Compliance |
4/6/2024 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Losses: Going Backward and Forward (Webinar) (24WA-0199)24WA-0199 | *Recent legislative developments for deducting business losses*TCJA net operating losses rules of Section461(l)*Section163(j) Business Interest Expense*Limitations of deducting losses and basis*What is the "quickie" refund*Section 465: At-Risk amount*Sect |
4/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041- 6 hour (Webinar) (24WA-0303)24WA-0303 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of t |
5/9/2024 | 10 a.m. - 3:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Not-for-Profit Accounting Update: 2023 (Webinar) (24WA-0052)24WA-0052 | *Topic 842*Leases |
4/5/2024 | 3:30 - 7:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-0318)24WA-0318 | *Complete explanation of IRC Section1031 *Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act *Advantages and disadvantages of paying the tax versus using an exchange *Understand the definition of like |
5/15/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0426)24WA-0426 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Not-for-Profit Accounting Update: 2023 (Webinar) (24WA-0088)24WA-0088 | *Leases*Gifts in Kind |
4/9/2024 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0238)24WA-0238 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
4/25/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (24WA-0214)24WA-0214 | *Intro to nonprofit GAAP*Intro to governmental accounting*Intro to Yellow Book*Intro to Uniform Guidance |
4/24/2024 | 11 a.m. - 6:55 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Ethical Tax Practice Strategies in a Crisis World (Webinar) (24WA-0249)24WA-0249 | *"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement let |
4/26/2024 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Buying, Selling, or Gifting a Business Creatively (Webinar) (24WA-0295)24WA-0295 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreeme |
5/4/2024 | 8:30 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2023 Federal Tax Update for Individuals (Webinar) (24WA-0062)24WA-0062 | *2022-23 Federal tax legislation, cases and rulings affecting income of individual taxpayers*Review changes to Form 1040 and its related schedules*Gross Income, wages, Schedule C and Schedule E*Itemized deductions*Capital gain and losses, royalties, alter |
4/6/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041- 6 hour (Webinar) (23WA-9161)23WA-9161 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of t |
3/28/2024 | 10 a.m. - 3:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0098)24WA-0098 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
4/10/2024 | 9 - 11:10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0408)24WA-0408 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
6/20/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
There is NO Such Thing as 'Business Ethics'? (Webinar) (23WA-9156)23WA-9156 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
3/28/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Partnership Checkup: Key Tax Issues & Forms Reporting (Webinar) (24WA-0046)24WA-0046 | *Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" -- how do the financial accounting and tax capital accounts differ from one another*Distinguishin |
4/4/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0364)24WA-0364 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
5/31/2024 | 1:30 - 3:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Year-End Tax Planning: Thinking Outside the Box (Webinar) (24WA-0211)24WA-0211 | *Discuss the most recent tax legislation, rulings and developments*Section 163(j) interest expense deduction*New 21% corporate tax rate*Medicare tax on high income wages and SE income*Alternative minimum tax (AMT) issues*3.8% net investment income tax*Red |
4/23/2024 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-0415)24WA-0415 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
6/20/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (24WA-0115)24WA-0115 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting*Activity-based management. |
4/11/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041- 6 hour (Webinar) (24WA-0324)24WA-0324 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of t |
5/16/2024 | 12 - 5:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Meet Me at the Intersection of Fraud and Ethics (Webinar) (24WA-0024)24WA-0024 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance wit |
4/3/2024 | 3 - 6:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 1 Ethics |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0107)24WA-0107 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
4/11/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0297)24WA-0297 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
5/7/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0195)24WA-0195 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
4/22/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law, Line-By-Line (Webinar) (24WA-0292)24WA-0292 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the char |
5/2/2024 | 12 - 5:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0386)24WA-0386 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
6/12/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (23WA-9162)23WA-9162 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
3/28/2024 | 3:30 - 5:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Practical Excel Topics for the Public Accountant (Webinar) (24WA-0205)24WA-0205 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables; Solver as a tool for performing multivariate analysis |
4/23/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-0362)24WA-0362 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in th |
5/31/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Accounting Automation (Webinar) (23WA-9189)23WA-9189 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
3/30/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0289)24WA-0289 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
5/2/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Key Tax Issues Facing Business & Industry (Webinar) (24WA-0189)24WA-0189 | *2022-23 update and review of key business tax issues*New interest expense deduction*Capitalization, expensing and depreciation rules*New travel and entertainment expense rules*Fringe benefits*Independent contractor vs. employee*Basics of identifying and |
4/20/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0300)24WA-0300 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
5/9/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Guide to Deducting Travel, Meals and Entertainment Expenses (Webinar) (24WA-0209)24WA-0209 | *Recent tax legislation, rules and developments impacting travel and meals expense reporting*Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses*Reporting travel expenses: t |
4/23/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Real Estate Tax Update (Webinar) (24WA-0267)24WA-0267 | *Recent tax legislation, rules and developments impacting real estate owners and investors*Section 179 for qualified real property*Section 179 for non-residential roofs, HVAC fire protection and security systems*Section 163(j) interest expense limitation, |
4/27/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (24WA-0186)24WA-0186 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting*Activity-based management. |
4/20/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Partnership Essentials: Tax Basis Capital Accounts (Webinar) (24WA-0030)24WA-0030 | *Reporting negative tax basis*Tax accounting for property contributed to a partnership*Pre-contribution appreciation*Effect of the Ceiling Rule*Allocation of depreciation to partners*Form 1065, Schedule K-1*Tax basis capital accounts |
4/3/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0106)24WA-0106 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
4/11/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
ACPEN Signature 2023: Business Fraud Update and Managing the Risk of Fraud (Webinar) (24WA-0334)24WA-0334 | *Business Fraud*Fraud Risk Management*Fraud Risk Assessments*Data analytics*Digital analysis |
5/21/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0389)24WA-0389 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
6/13/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Tax Practice Ethical Challenges and Circular 230 (Webinar) (23WA-9186)23WA-9186 | *Circular 230 (IRS) rules for conducting a "best" tax practice*How to avoid tax return preparation penalties*Recent developments impacting today's tax practice*Review of tax return preparer's registration rules*Explanation of the revised AICPA Code of Pro |
3/30/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Not-for-Profit Accounting & Auditing Update: 2023 (Webinar) (24WA-0218)24WA-0218 | *Auditor Reporting*Uniform Guidance |
4/24/2024 | 8:30 a.m. - 12:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
S Corporation Essentials: Review & Update (Webinar) (24WA-0188)24WA-0188 | *Recent tax legislation, rules, and developments impacting S Corporations*S Corporation shareholder basis in stock and debt*Schedules K-2 and K-3 reporting*S Corporation open account debt |
4/20/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0305)24WA-0305 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
5/9/2024 | 2:30 - 3:35 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0216)24WA-0216 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
4/24/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0346)24WA-0346 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
5/24/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Depreciating & Expensing Business Assets (Webinar) (23WA-9178)23WA-9178 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Qualified improvement property*Section 179, including inflation adjustments*Section 168(k) 100% bonus deduction*Depreciation of automobiles, including new luxury au |
3/29/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (24WA-0082)24WA-0082 | *Intro to nonprofit GAAP*Intro to governmental accounting*Intro to Yellow Book*Intro to Uniform Guidance |
4/9/2024 | 8 a.m. - 3:55 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Guide to Deducting Travel, Meals and Entertainment Expenses (Webinar) (24WA-0266)24WA-0266 | *Recent tax legislation, rules and developments impacting travel and meals expense reporting*Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses*Reporting travel expenses: t |
4/27/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
ACPEN Signature 2023: Business Fraud Update and Managing the Risk of Fraud (Webinar) (24WA-0161)24WA-0161 | *Business Fraud*Fraud Risk Management*Fraud Risk Assessments*Data analytics*Digital analysis |
4/18/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Your Front-Row Ticket to the 2023 Accounting & Auditing Season (Webinar) (24WA-0225)24WA-0225 | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Sum |
4/25/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Listening to the Statement of Cash Flows (Webinar) (24WA-0018)24WA-0018 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures. |
4/3/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Accounting & Auditing Update: 2023 (Webinar) (23WA-9153)23WA-9153 | *Leases*FASB Update*Audit Evidence |
3/28/2024 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-0049)24WA-0049 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in th |
4/5/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accounting & Auditing Update for Small Business: 2023 (Webinar) (24WA-0269)24WA-0269 | *Private company ASUs*Audit evidence*Quality Management |
4/29/2024 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
What's Going on at the FASB: 2023 (Webinar) (24WA-0140)24WA-0140 | *FASB Update*ASUs Effective*Leases |
4/16/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2023 Taking a Global View of Professional Ethics (Webinar) (24WA-0431)24WA-0431 | *What is "Ethics"?*Interaction between Law and Ethics*Principles and Best Practices: AICPA Code of Professional Conduct; IESBA Code of Ethics for Professional Accountants*Case Study:Ardent Harmony Fund v. BDO Trinity |
6/28/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0365)24WA-0365 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
6/1/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0406)24WA-0406 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
6/18/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-0170)24WA-0170 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
4/18/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0164)24WA-0164 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
4/18/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Common Yellow Book & Single Audit Deficiencies: 2023 (Webinar) (24WA-0261)24WA-0261 | *Major Program Determination*Internal Controls over Compliance*Sampling & Reporting*Yellow Book Independence & CPE |
4/27/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Partnership Checkup: Key Tax Issues & Forms Reporting (Webinar) (24WA-0244)24WA-0244 | *Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" -- how do the financial accounting and tax capital accounts differ from one another*Distinguishin |
4/25/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Business Tax Update for Industry (Webinar) (24WA-0240)24WA-0240 | *Recent Federal legislative, rules and tax developments impacting business taxpayers*Impact of Inflation Reduction Act on business*Depreciation rules and developments*Business losses and interest expense*Latest legislative, judicial, and IRS developments |
4/25/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0026)24WA-0026 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
4/3/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Topic 842: Implementing Leases Workshop (Webinar) (24WA-0213)24WA-0213 | *Leases*Topic 842 |
4/24/2024 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0373)24WA-0373 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
6/6/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (23WA-9177)23WA-9177 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
3/29/2024 | 1:30 - 3:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0275)24WA-0275 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portabi |
4/30/2024 | 4 - 6:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-0258)24WA-0258 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios. |
4/27/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethical Tax Practice Strategies in a Crisis World (Webinar) (24WA-0069)24WA-0069 | *"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement let |
4/8/2024 | 12 - 1:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Everyday Ethics (Webinar) (24WA-0395)24WA-0395 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
6/15/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
FASB's New Lease Accounting Standard (Webinar) (24WA-0103)24WA-0103 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates. |
4/11/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Accounting & Auditing Update: 2023 (Webinar) (24WA-0229)24WA-0229 | *Leases*FASB Update*Audit Evidence |
4/25/2024 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Common Yellow Book & Single Audit Deficiencies: 2023 (Webinar) (24WA-0254)24WA-0254 | *Major Program Determination*Internal Controls over Compliance*Sampling & Reporting*Yellow Book Independence & CPE |
4/26/2024 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Guide to Deducting Travel, Meals and Entertainment Expenses (Webinar) (24WA-0093)24WA-0093 | *Recent tax legislation, rules and developments impacting travel and meals expense reporting*Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses*Reporting travel expenses: t |
4/9/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-0221)24WA-0221 | *Complete explanation of IRC Section1031 *Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act *Advantages and disadvantages of paying the tax versus using an exchange *Understand the definition of like |
4/24/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0040)24WA-0040 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
4/4/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0304)24WA-0304 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
5/9/2024 | 3:30 - 5:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-0326)24WA-0326 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in th |
5/17/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Not-for-Profit Accounting Update: 2023 (Webinar) (23WA-9191)23WA-9191 | *Topic 842*Leases |
3/30/2024 | 9:30 a.m. - 1:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0290)24WA-0290 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
5/2/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0338)24WA-0338 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
5/22/2024 | 9 - 11:10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fiduciary Accounting for Estates and Trusts (Webinar) (23WA-9184)23WA-9184 | *Uniform Principal and Income Act*Discuss the mandatory and discretionary allocations and adjustments (did you know that depreciation is a Discretionary adjustment?)*Address the trustees ability to override the fallback rules*Review the contents of a prop |
3/30/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Single Audit Update: 2023 (Webinar) (24WA-0142)24WA-0142 | *Changes to Uniform Guidance*ARPA Funding*Internal Controls Over Compliance |
4/16/2024 | 10:30 a.m. - 12:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0109)24WA-0109 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
4/11/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Everyday Ethics (Webinar) (23WA-9157)23WA-9157 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
3/28/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-0080)24WA-0080 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios. |
4/9/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0374)24WA-0374 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
6/6/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Everyday Ethics (Webinar) (24WA-0038)24WA-0038 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
4/4/2024 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Analytical Procedures: Practical Applications and Standards (Webinar) (23WA-9172)23WA-9172 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures. |
3/29/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0320)24WA-0320 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
5/16/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-0351)24WA-0351 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understandi |
5/29/2024 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
PowerPoint: Tips & Tricks for Today's Accountant (Webinar) (24WA-0279)24WA-0279 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence;*Review the AICPA's Code of Professional Conduct;*Provide best practice tips and practical strategies for preserving independence when assisting cl |
4/30/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Business Losses: Going Backward and Forward (Webinar) (24WA-0034)24WA-0034 | *Recent legislative developments for deducting business losses*TCJA net operating losses rules of Section461(l)*Section163(j) Business Interest Expense*Limitations of deducting losses and basis*What is the "quickie" refund*Section 465: At-Risk amount*Sect |
4/3/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0349)24WA-0349 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
5/25/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Data Analytics: Practical Insights for Today's Accountant (Webinar) (23WA-9163)23WA-9163 | *Explore new tools and client engagement techniques using data analytics*Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement. |
3/28/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0429)24WA-0429 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Yellow Book Update: 2023 (Webinar) (24WA-0051)24WA-0051 | *Yellow Book Independence*Data quality*Technical Update |
4/5/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
S Corporation Checkup: Key Tax Issues & Forms Reporting (Webinar) (24WA-0148)24WA-0148 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Schedules K-2 and K-3*S Corporation losses and how they impact Form 1040 Schedule E reportin |
4/16/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Business Losses: Going Backward and Forward (Webinar) (24WA-0128)24WA-0128 | *Recent legislative developments for deducting business losses*TCJA net operating losses rules of Section461(l)*Section163(j) Business Interest Expense*Limitations of deducting losses and basis*What is the "quickie" refund*Section 465: At-Risk amount*Sect |
4/13/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0392)24WA-0392 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/13/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Not-for-Profit GAAP Update: 2023 (Webinar) (23WA-9190)23WA-9190 | *FASB*NAC |
3/30/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's 2022's Biggest Security and Privacy Concerns (Webinar) (24WA-0436)24WA-0436 | *Information Technology*Cyber Security |
6/29/2024 | 10:30 a.m. - 3:05 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
2023 Federal Tax Update for Business (Webinar) (24WA-0063)24WA-0063 | *2022-23 business tax legislation, rulings and developments*Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation*S Corporation and partnership developments, with a focus on the new K-2 and K-3 schedules*Tra |
4/6/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Partnership Essentials: Review & Update (Webinar) (23WA-9167)23WA-9167 | *Recent legislative, rules and tax developments impacting partnerships and their partners*TCJA Section461(l) Excess Business Losses and Section163(j) Business Interest Expense*Form 1065, Schedules K-1 and M-2*Schedules K-2 and K-3 update*Reporting partner |
3/28/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0403)24WA-0403 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
6/15/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0194)24WA-0194 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portabi |
4/22/2024 | 8 - 10:05 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fiduciary Accounting for Estates and Trusts (Webinar) (24WA-0003)24WA-0003 | *10 Principles of Tax Accounting for Trust Income*Entity accounting income and Form 1041*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Trust accounting*Discretionary Power to Adjust |
4/1/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0057)24WA-0057 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
4/6/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Getting to Know the New Audit Report (Webinar) (23WA-9183)23WA-9183 | *Examples of current public company audit reports*Implications of SAS No. 134*Exploration of illustrative audit report examples*Potential communication of Key Audit Matters (KAMs) |
3/30/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Listening to the Statement of Cash Flows (Webinar) (24WA-0120)24WA-0120 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures. |
4/13/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0184)24WA-0184 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
4/20/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (23WA-9164)23WA-9164 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting*Activity-based management. |
3/28/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Key Tax Issues Facing Business & Industry (Webinar) (23WA-9169)23WA-9169 | *2022-23 update and review of key business tax issues*New interest expense deduction*Capitalization, expensing and depreciation rules*New travel and entertainment expense rules*Fringe benefits*Independent contractor vs. employee*Basics of identifying and |
3/28/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Communication Skills for CPAs (Webinar) (24WA-0157)24WA-0157 | *Pervasive best practices for effective communication;*Specific strategies for written materials;*Unique considerations for verbal presentations;*The importance of recursive revision;*Tips for success;*Pitfalls to avoid |
4/17/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Depreciating & Expensing Business Assets (Webinar) (24WA-0091)24WA-0091 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Capitalization of tangible property, including materials and supplies, building and improvements*Small taxpayer safe harbor*Section 179, including 2020 inflation ad |
4/9/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0284)24WA-0284 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
5/1/2024 | 9 - 11:10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
S Corporation Essentials: Review & Update (Webinar) (24WA-0117)24WA-0117 | *Recent tax legislation, rules, and developments impacting S Corporations*S Corporation shareholder basis in stock and debt*Schedules K-2 and K-3 reporting*S Corporation open account debt |
4/11/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0355)24WA-0355 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
5/30/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The ABCs of Employees vs. Independent Contractors (Webinar) (23WA-9193)23WA-9193 | *Four ways to classify a worker*IRS 20 Factors*20% Section 199A deduction*Cost of misclassifying an employee*Section 530 relief*Game changing impact of the Dynamex case and AB5 |
3/30/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0432)24WA-0432 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
6/28/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law, Line-By-Line (Webinar) (24WA-0363)24WA-0363 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the char |
5/31/2024 | 9 a.m. - 2:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Governmental GAAP Update: 2023 (Webinar) (24WA-0097)24WA-0097 | *GASB Leases*Reference Rate Reform*GASB Update |
4/10/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Financial & Tax Accounting for Partnerships & LLCs (Webinar) (24WA-0246)24WA-0246 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and med |
4/26/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0372)24WA-0372 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
6/6/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
2023 Taking a Global View of Professional Ethics (Webinar) (24WA-0335)24WA-0335 | *What is "Ethics"?*Interaction between Law and Ethics*Principles and Best Practices: AICPA Code of Professional Conduct; IESBA Code of Ethics for Professional Accountants*Case Study:Ardent Harmony Fund v. BDO Trinity |
5/21/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0100)24WA-0100 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
4/10/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0296)24WA-0296 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
5/7/2024 | 10:30 a.m. - 12:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2023 Federal Tax Update for Business (Webinar) (24WA-0282)24WA-0282 | *2022-23 business tax legislation, rulings and developments*Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation*S Corporation and partnership developments, with a focus on the new K-2 and K-3 schedules*Tra |
4/30/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-0075)24WA-0075 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
4/8/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0345)24WA-0345 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
5/23/2024 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Listening to the Statement of Cash Flows (Webinar) (23WA-9171)23WA-9171 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures. |
3/29/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0319)24WA-0319 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
5/16/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Your Front-Row Ticket to the 2023 Accounting & Auditing Season (Webinar) (23WA-9182)23WA-9182 | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Sum |
3/30/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-0223)24WA-0223 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
4/24/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0299)24WA-0299 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
5/9/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Real Estate Tax Update (Webinar) (24WA-0210)24WA-0210 | *Recent tax legislation, rules and developments impacting real estate owners and investors*Section 179 for qualified real property*Section 179 for non-residential roofs, HVAC fire protection and security systems*Section 163(j) interest expense limitation, |
4/23/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0357)24WA-0357 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
5/30/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0166)24WA-0166 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
4/18/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0285)24WA-0285 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
5/1/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Upholding Independence While Holding Your Client's Hand (Webinar) (24WA-0149)24WA-0149 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence;*Review the AICPA's Code of Professional Conduct;*Provide best practice tips and practical strategies for preserving independence when assisting cl |
4/17/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0321)24WA-0321 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
5/16/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Practical Excel Topics for the Public Accountant (Webinar) (24WA-0262)24WA-0262 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables; Solver as a tool for performing multivariate analysis |
4/27/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law, Line-By-Line (Webinar) (24WA-0327)24WA-0327 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the char |
5/17/2024 | 9 a.m. - 2:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Audit & Attestation Update: What's Going on at the AICPA 2023 (Webinar) (24WA-0248)24WA-0248 | *Audit Evidence*Risk Assessment*Auditing Estimates*Examination Engagement*Quality Management |
4/26/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0390)24WA-0390 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
6/13/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Complete Guide to the Preparation for Form 1041- 6 hour (Webinar) (24WA-0169)24WA-0169 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of t |
4/18/2024 | 12 - 5:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-0271)24WA-0271 | *Complete explanation of IRC Section1031 *Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act *Advantages and disadvantages of paying the tax versus using an exchange *Understand the definition of like |
4/29/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fiduciary Accounting for Estates and Trusts (Webinar) (24WA-0022)24WA-0022 | *Uniform Principal and Income Act*Discuss the mandatory and discretionary allocations and adjustments (did you know that depreciation is a Discretionary adjustment?)*Address the trustees ability to override the fallback rules*Review the contents of a prop |
4/3/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Depreciating & Expensing Business Assets (Webinar) (24WA-0092)24WA-0092 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Capitalization of tangible property, including materials and supplies, building and improvements*Small taxpayer safe harbor*Section 179, including 2020 inflation ad |
4/9/2024 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-0379)24WA-0379 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
6/6/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel Essentials for Today's Accountant: How to Become an Expert in One Day (Webinar) (24WA-0215)24WA-0215 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using i |
4/24/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Partnership Essentials: Review & Update (Webinar) (24WA-0187)24WA-0187 | *Recent legislative, rules and tax developments impacting partnerships and their partners*TCJA Section461(l) Excess Business Losses and Section163(j) Business Interest Expense*Form 1065, Schedules K-1 and M-2*Schedules K-2 and K-3 update*Reporting partner |
4/20/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The ABCs of Employees vs. Independent Contractors (Webinar) (24WA-0033)24WA-0033 | *Four ways to classify a worker*IRS 20 Factors*20% Section 199A deduction*Cost of misclassifying an employee*Section 530 relief*Game changing impact of the Dynamex case and AB5 |
4/3/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0152)24WA-0152 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
4/17/2024 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0353)24WA-0353 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives. |
5/30/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Moving Beyond the Basics of Excel (Webinar) (24WA-0085)24WA-0085 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis |
4/9/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Excel Essentials for Today's Accountant: How to Become an Expert in One Day (Webinar) (24WA-0072)24WA-0072 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using i |
4/8/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-0028)24WA-0028 | *Complete explanation of IRC Section1031 *Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act *Advantages and disadvantages of paying the tax versus using an exchange *Understand the definition of like |
4/3/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Audit & Attestation Update: What's Going on at the AICPA 2023 (Webinar) (23WA-9174)23WA-9174 | *Audit Evidence*Risk Assessment*Auditing Estimates*Examination Engagement*Quality Management |
3/29/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
S Corporation Essentials: Review & Update (Webinar) (24WA-0008)24WA-0008 | *Recent tax legislation, rules, and developments impacting S Corporations*S Corporation shareholder basis in stock and debt*Schedules K-2 and K-3 reporting*S Corporation open account debt |
4/1/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
S Corporation Essentials: Review & Update (Webinar) (23WA-9168)23WA-9168 | *Recent tax legislation, rules, and developments impacting S Corporations*S Corporation shareholder basis in stock and debt*Schedules K-2 and K-3 reporting*S Corporation open account debt |
3/28/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0397)24WA-0397 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
6/15/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
2023 Federal Tax Update for Individuals (Webinar) (24WA-0281)24WA-0281 | *2022-23 Federal tax legislation, cases and rulings affecting income of individual taxpayers*Review changes to Form 1040 and its related schedules*Gross Income, wages, Schedule C and Schedule E*Itemized deductions*Capital gain and losses, royalties, alter |
4/30/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Not-for-Profit Accounting & Auditing Update: 2023 (Webinar) (24WA-0087)24WA-0087 | *Auditor Reporting*Uniform Guidance |
4/9/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accounting & Auditing Update for Small Business: 2023 (Webinar) (24WA-0068)24WA-0068 | *Private company ASUs*Audit evidence*Quality Management |
4/8/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Audit & Attestation Update: What's Going on at the AICPA 2023 (Webinar) (24WA-0259)24WA-0259 | *Audit Evidence*Risk Assessment*Auditing Estimates*Examination Engagement*Quality Management |
4/27/2024 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial & Tax Accounting for Partnerships & LLCs (Webinar) (24WA-0035)24WA-0035 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and med |
4/4/2024 | 6 - 9:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accounting Update in a Post COVID-19 World (Webinar) (24WA-0017)24WA-0017 | *Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Financial statement disclosures*Exploring liquidity options*Other current events as appropriate. |
4/3/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0366)24WA-0366 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
6/3/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Practical Excel Topics for the Public Accountant (Webinar) (24WA-0084)24WA-0084 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables; Solver as a tool for performing multivariate analysis |
4/9/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (23WA-9188)23WA-9188 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
3/30/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0163)24WA-0163 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
4/18/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Buying, Selling, or Gifting a Business Creatively (Webinar) (24WA-0257)24WA-0257 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreeme |
4/26/2024 | 12 - 2:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Depreciating & Expensing Business Assets (Webinar) (24WA-0265)24WA-0265 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Capitalization of tangible property, including materials and supplies, building and improvements*Small taxpayer safe harbor*Section 179, including 2020 inflation ad |
4/27/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0376)24WA-0376 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/6/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Common Yellow Book & Single Audit Deficiencies: 2023 (Webinar) (23WA-9175)23WA-9175 | *Major Program Determination*Internal Controls over Compliance*Sampling & Reporting*Yellow Book Independence & CPE |
3/29/2024 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Data Analytics: Practical Insights for Today's Accountant (Webinar) (24WA-0005)24WA-0005 | *Explore new tools and client engagement techniques using data analytics*Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement. |
4/1/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0342)24WA-0342 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
5/23/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0359)24WA-0359 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
5/30/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (24WA-0006)24WA-0006 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting*Activity-based management. |
4/1/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0414)24WA-0414 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
6/20/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Partnership Essentials: Review & Update (Webinar) (24WA-0007)24WA-0007 | *Recent legislative, rules and tax developments impacting partnerships and their partners*TCJA Section461(l) Excess Business Losses and Section163(j) Business Interest Expense*Form 1065, Schedules K-1 and M-2*Schedules K-2 and K-3 update*Reporting partner |
4/1/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Meet Me at the Intersection of Fraud and Ethics (Webinar) (24WA-0232)24WA-0232 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance wit |
4/25/2024 | 11 a.m. - 2:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 1 Ethics |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0332)24WA-0332 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
5/20/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0380)24WA-0380 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
6/6/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fiduciary Accounting for Estates and Trusts (Webinar) (24WA-0228)24WA-0228 | *Uniform Principal and Income Act*Discuss the mandatory and discretionary allocations and adjustments (did you know that depreciation is a Discretionary adjustment?)*Address the trustees ability to override the fallback rules*Review the contents of a prop |
4/25/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-0423)24WA-0423 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
6/26/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
S Corporation Checkup: Key Tax Issues & Forms Reporting (Webinar) (24WA-0047)24WA-0047 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Schedules K-2 and K-3*S Corporation losses and how they impact Form 1040 Schedule E reportin |
4/4/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0076)24WA-0076 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
4/8/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Accounting & Auditing Update: 2023 (Webinar) (24WA-0023)24WA-0023 | *Leases*FASB Update*Audit Evidence |
4/3/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0237)24WA-0237 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
4/25/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0377)24WA-0377 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
6/6/2024 | 2:30 - 3:35 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
S Corporation Essentials: Stock & Loan Basis Reporting (Webinar) (24WA-0198)24WA-0198 | *Basis of stock and debt*Form 1040, Schedule E*Shareholder basis of indebtedness*Limitation of deduction of losses*AAA and distributions |
4/22/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Governmental Auditing Update: Yellow Book & Uniform Guidance - 2023 (Webinar) (24WA-0202)24WA-0202 | *SAS 134 and 140*Yellow Book Update*Uniform Guidance Update |
4/23/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0167)24WA-0167 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
4/18/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0111)24WA-0111 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
4/11/2024 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0329)24WA-0329 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portabi |
5/18/2024 | 9:30 - 11:35 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Upholding Independence While Holding Your Client's Hand (Webinar) (24WA-0054)24WA-0054 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence;*Review the AICPA's Code of Professional Conduct;*Provide best practice tips and practical strategies for preserving independence when assisting cl |
4/6/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Fiduciary Accounting for Estates and Trusts (Webinar) (23WA-9152)23WA-9152 | *10 Principles of Tax Accounting for Trust Income*Entity accounting income and Form 1041*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Trust accounting*Discretionary Power to Adjust |
3/28/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0311)24WA-0311 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portabi |
5/13/2024 | 8 - 10:05 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel Essentials for Today's Accountant: How to Become an Expert in One Day (Webinar) (24WA-0143)24WA-0143 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using i |
4/16/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Business Tax Update for Industry (Webinar) (24WA-0138)24WA-0138 | *Recent Federal legislative, rules and tax developments impacting business taxpayers*Impact of Inflation Reduction Act on business*Depreciation rules and developments*Business losses and interest expense*Latest legislative, judicial, and IRS developments |
4/15/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Staying SASsy: A Look at Recent Auditing Standards (Webinar) (24WA-0193)24WA-0193 | *Revised audit report layout*Various auditing standards that will soon be effective*Selected-procedures engagements and other attestation developments. |
4/22/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0383)24WA-0383 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
6/10/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0298)24WA-0298 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
5/9/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Ethical Side of Trust (Webinar) (23WA-9160)23WA-9160 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
3/28/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0367)24WA-0367 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
6/3/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Listening to the Statement of Cash Flows (Webinar) (24WA-0191)24WA-0191 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures. |
4/22/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Automation (Webinar) (24WA-0099)24WA-0099 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
4/10/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0154)24WA-0154 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
4/17/2024 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
New Client Ethical Challenges: The CPAs Guide (Webinar) (24WA-0070)24WA-0070 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax |
4/8/2024 | 2 - 3:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
IRS Cybersecurity Checklist (Webinar) (24WA-0402)24WA-0402 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
6/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Guide to Preparing Form 1041 for Estates and Trusts (Webinar) (24WA-0081)24WA-0081 | *Current rates and brackets*Calculating a trust's AGI*3.8% Medicare surtax on net investment income (NII)*Simple vs. complex trusts*Grantor Trusts: Four options to report activity |
4/9/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0165)24WA-0165 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
4/18/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The ABCs of Advisory Services (Webinar) (23WA-9155)23WA-9155 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the |
3/28/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Year-End Tax Planning: Thinking Outside the Box (Webinar) (24WA-0064)24WA-0064 | *Discuss the most recent tax legislation, rulings and developments*Section 163(j) interest expense deduction*New 21% corporate tax rate*Medicare tax on high income wages and SE income*Alternative minimum tax (AMT) issues*3.8% net investment income tax*Red |
4/6/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Getting to Know the New Audit Report (Webinar) (24WA-0020)24WA-0020 | *Examples of current public company audit reports*Implications of SAS No. 134*Exploration of illustrative audit report examples*Potential communication of Key Audit Matters (KAMs) |
4/3/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0378)24WA-0378 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
6/6/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
PowerPoint: Tips & Tricks for Today's Accountant (Webinar) (24WA-0156)24WA-0156 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence;*Review the AICPA's Code of Professional Conduct;*Provide best practice tips and practical strategies for preserving independence when assisting cl |
4/17/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Accounting & Auditing Update for Small Business: 2023 (Webinar) (24WA-0053)24WA-0053 | *Private company ASUs*Audit evidence*Quality Management |
4/6/2024 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Client Ethical Challenges: The CPAs Guide (Webinar) (24WA-0176)24WA-0176 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax |
4/19/2024 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Everyday Ethics (Webinar) (24WA-0287)24WA-0287 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
5/2/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0411)24WA-0411 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
6/20/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Advanced Excel: Hidden Secrets and Gems (Webinar) (24WA-0086)24WA-0086 | *Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that insp |
4/9/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Tax Practice Ethical Challenges and Circular 230 (Webinar) (24WA-0141)24WA-0141 | *Circular 230 (IRS) rules for conducting a "best" tax practice*How to avoid tax return preparation penalties*Recent developments impacting today's tax practice*Review of tax return preparer's registration rules*Explanation of the revised AICPA Code of Pro |
4/16/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Not-for-Profit Accounting & Auditing Update: 2023 (Webinar) (23WA-9165)23WA-9165 | *Auditor Reporting*Uniform Guidance |
3/28/2024 | 10:30 a.m. - 2:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
S Corporation Essentials: Stock & Loan Basis Reporting (Webinar) (24WA-0031)24WA-0031 | *Basis of stock and debt*Form 1040, Schedule E*Shareholder basis of indebtedness*Limitation of deduction of losses*AAA and distributions |
4/3/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Key Tax Issues Facing Business & Industry (Webinar) (24WA-0118)24WA-0118 | *2022-23 update and review of key business tax issues*New interest expense deduction*Capitalization, expensing and depreciation rules*New travel and entertainment expense rules*Fringe benefits*Independent contractor vs. employee*Basics of identifying and |
4/11/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Accounting Automation (Webinar) (24WA-0277)24WA-0277 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
4/30/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Deep Dive Common Auditing Deficiencies (Webinar) (24WA-0077)24WA-0077 | *Estimates*Documentation*Risk Assessment |
4/9/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Getting to Know the New Audit Report (Webinar) (24WA-0226)24WA-0226 | *Examples of current public company audit reports*Implications of SAS No. 134*Exploration of illustrative audit report examples*Potential communication of Key Audit Matters (KAMs) |
4/25/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Audit & Attestation Update: What's Going on at the AICPA 2023 (Webinar) (24WA-0273)24WA-0273 | *Audit Evidence*Risk Assessment*Auditing Estimates*Examination Engagement*Quality Management |
4/30/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-0220)24WA-0220 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understandi |
4/24/2024 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial & Tax Accounting for S Corporations (Webinar) (24WA-0247)24WA-0247 | *Review of the Accounting Standards Codification and its relationship to financial accounting for S Corporations*Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S Corporations*Review of the AICPA "small" GAAP |
4/26/2024 | 2 - 5:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0401)24WA-0401 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
6/15/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0004)24WA-0004 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portabi |
4/1/2024 | 8 - 10:05 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0375)24WA-0375 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
6/6/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's Accounting Automation (Webinar) (24WA-0419)24WA-0419 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
6/22/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
S Corporation Checkup: Key Tax Issues & Forms Reporting (Webinar) (24WA-0245)24WA-0245 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Schedules K-2 and K-3*S Corporation losses and how they impact Form 1040 Schedule E reportin |
4/25/2024 | 2 - 5:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (23WA-9194)23WA-9194 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
3/30/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0317)24WA-0317 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
5/15/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-0404)24WA-0404 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
6/17/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Tax Practice Ethical Challenges and Circular 230 (Webinar) (24WA-0233)24WA-0233 | *Circular 230 (IRS) rules for conducting a "best" tax practice*How to avoid tax return preparation penalties*Recent developments impacting today's tax practice*Review of tax return preparer's registration rules*Explanation of the revised AICPA Code of Pro |
4/25/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Year-End Tax Planning: Thinking Outside the Box (Webinar) (24WA-0160)24WA-0160 | *Discuss the most recent tax legislation, rulings and developments*Section 163(j) interest expense deduction*New 21% corporate tax rate*Medicare tax on high income wages and SE income*Alternative minimum tax (AMT) issues*3.8% net investment income tax*Red |
4/17/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Listening to the Statement of Cash Flows (Webinar) (24WA-0079)24WA-0079 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures. |
4/9/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Yellow Book & Single Audit Deficiencies: 2023 (Webinar) (24WA-0276)24WA-0276 | *Major Program Determination*Internal Controls over Compliance*Sampling & Reporting*Yellow Book Independence & CPE |
4/30/2024 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Common Yellow Book & Single Audit Deficiencies: 2023 (Webinar) (24WA-0096)24WA-0096 | *Major Program Determination*Internal Controls over Compliance*Sampling & Reporting*Yellow Book Independence & CPE |
4/10/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0316)24WA-0316 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
5/15/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0307)24WA-0307 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
5/10/2024 | 1:30 - 3:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0301)24WA-0301 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
5/9/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-0177)24WA-0177 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in th |
4/19/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0416)24WA-0416 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
6/20/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Automation (Webinar) (24WA-0309)24WA-0309 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
5/11/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Business Losses: Going Backward and Forward (Webinar) (23WA-9181)23WA-9181 | *Recent legislative developments for deducting business losses*TCJA net operating losses rules of Section461(l)*Section163(j) Business Interest Expense*Limitations of deducting losses and basis*What is the "quickie" refund*Section 465: At-Risk amount*Sect |
3/29/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Accounting Update in a Post COVID-19 World (Webinar) (24WA-0119)24WA-0119 | *Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Financial statement disclosures*Exploring liquidity options*Other current events as appropriate. |
4/13/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Staying SASsy: A Look at Recent Auditing Standards (Webinar) (24WA-0021)24WA-0021 | *Revised audit report layout*Various auditing standards that will soon be effective*Selected-procedures engagements and other attestation developments. |
4/3/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0144)24WA-0144 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
4/16/2024 | 10:30 a.m. - 12:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Buying, Selling, or Gifting a Business Creatively (Webinar) (24WA-0347)24WA-0347 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreeme |
5/24/2024 | 12 - 2:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0314)24WA-0314 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
5/13/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Data Analytics: Practical Insights for Today's Accountant (Webinar) (24WA-0113)24WA-0113 | *Explore new tools and client engagement techniques using data analytics*Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement. |
4/11/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0183)24WA-0183 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portabi |
4/20/2024 | 9:30 - 11:35 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Depreciating & Expensing Business Assets (Webinar) (24WA-0208)24WA-0208 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Capitalization of tangible property, including materials and supplies, building and improvements*Small taxpayer safe harbor*Section 179, including 2020 inflation ad |
4/23/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
PowerPoint: Tips & Tricks for Today's Accountant (Webinar) (24WA-0114)24WA-0114 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence;*Review the AICPA's Code of Professional Conduct;*Provide best practice tips and practical strategies for preserving independence when assisting cl |
4/11/2024 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0425)24WA-0425 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
6/26/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0391)24WA-0391 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
6/13/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Governmental Auditing Update: Yellow Book & Uniform Guidance - 2023 (Webinar) (24WA-0071)24WA-0071 | *SAS 134 and 140*Yellow Book Update*Uniform Guidance Update |
4/8/2024 | 11:30 a.m. - 3:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New An Introduction to AI and ChatGPT for CPAs (Webinar) (24WC-0017)24WC-0017 | *The background of OpenAI and ChatGPT*Prompt Engineering*Using ChatGPT to find CPA-related answers*Practical strategies for keeping up with AI |
4/23/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (2 tech, 0 non-tech) | |
New Surgent's Engagement and Client Retention Best Practices (Webinar) (24WS-0052)24WS-0052 | *Managing client expectations*How automation improves client engagement*Understanding the role of feedback systems*Seeking referrals*Building client loyalty*Customer retention marketing*Expanding services offered to clients*Knowing when it is appropriate to enter new markets |
4/24/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (Webinar) (24WS-0053)24WS-0053 | *SECURE Acts and the 10-year rule*Roth IRA beneficiary options*Where the stretch IRA really ends*The new limitations for spouse IRA beneficiaries*The new spouse options for spouse beneficiaries*New RMD rules for Roth 401(k)s*Overriding the 10-year rule for an eligible designated beneficiary*How the age of death affects beneficiary options*The new early distribution penalty exceptions*Rollovers vs. transfers for spouse beneficiaries*Qualified charitable distributions (QCDs) for owners and beneficiaries*The "at least as rapidly" (ALAR) rule*New reduced rate for excess accumulation penalty on RMD failures*How to avoid unlimited accrual of the 6% excise tax*How to avoid unlimited accrual of the 25% excise tax*Clarifying the definition of disability for an exception to the 10% additional tax*529 to Roth: who, what, when, and how*The new starting ages for RMDs*Designated vs. eligible designated beneficiaries and their options*Catch-up contributions for ages 50 and over*Catch-up contributions for ages 60 to 63*When the 60-day deadline is missed*When the one-per-year rollover limit is about to be broken*Retaining qualifications for exceptions to the 10% additional tax |
4/24/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CFO Series: Why You Should Be a Learnaholic - Staying Ahead! (Webinar) (24WX-0054)24WX-0054 | *The key mindset difference between extremely successful people and others*Different learning styles and how to effectively take advantage of your unique learning style*The 7 essential elements for lifelong learning success*Two daily habits that can make this lifestyle transition easier*A learning technique that works regardless of your personal learning style*A "How-to" guide to starting your new life as a learnaholic |
5/10/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New CFO Series: Accepting Perfectionists - Understand & Adapting (Webinar) (24WX-0056)24WX-0056 | *Why perfection is not obtainable*The wonderful attributes of perfectionists and..*The not so wonderful attributes of perfectionists*Why most attempts to deal with perfectionists fail*Why many perfectionists are procrastinators and masters of self-punishment*Tactics to help the perfectionist become more effective |
5/24/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Accounting & Auditing Update for Small Business (Webinar) (24WX-0003)24WX-0003 | *Private company ASUs effective this year*AICPA's FRF for SMEs |
4/3/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Ethics: How Successful CPAs Use AI The Right Way (Webinar) (24WX-0017)24WX-0017 | *Four key aspects of artificial intelligence that you need to know as a CPA: machine learning, generative AI, large language models, and GPT*The role that five powerful principles - the principles of ethical intelligence - play in using AI the right way*Short writing exercises (30 seconds each) that will deepen your understanding of the topic*Answers to several crucial questions about how to use artificial intelligence with ethical intelligence |
4/12/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
New CFO Series: Audits Begin with The Right Questions - Listen! (Webinar) (24WX-0061)24WX-0061 | *The need to ask the 'right' questions *A core principle of audits not taught in the "textbook". *A new type of audit that will simplify your life. *Four auditing skills to take you from being a good auditor to being an amazing auditor. *The most important element of auditing is listening. Action steps to become a great listener |
6/28/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CFO Series: Five Management Superpowers (Webinar) (24WX-0059)24WX-0059 | *How feedback becomes effective*How to develop listening skills*Cultivation of self, cultivation of team members as individuals, cultivation of team members as a group*How to create a working environment in which team members feel acknowledged and 'heard'*Inspirational motivation for team success*Relational communication skills that increase productivity*The 'secret sauce' that holds communication and professional relationships together on the individual and team level in the short and long term |
6/14/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Using e-Signature Software to Process Forms & Agreements (Webinar) (24WX-0029)24WX-0029 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and demonstration of top selling e-signature applications*Best practices for deploying e-signature software in your practice or business.
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4/17/2024 | 3 - 4:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
New Electronic Audit Evidence in Employee Benefit Plans (Webinar) (24WX-0027)24WX-0027 | *Audit evidence*Employee benefit plans |
4/17/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CFO Series: May 2024 Webinar Bundle (Webinar) (24WX-0052)24WX-0052 | *Week 1: CFO Series - Tactics to Reduce Risk - 3rd Strategy to Help ROI | CPE: 2 | Field of Study: Auditing | Discussion Leader: Brian Maturi, MBA, FCA | Date: 05/03/2024, 10 a.m. | Description: What do investors want? They actively pursue three key strategies: 1) improve profit (most overused strategy) 2) reduce investment (an underused strategy) 3) reduce risk (a much-neglected strategy) In this third of three sessions, see 3) above, we will explore strategies to reduce risk. When risks are exhibited on the income statement - it is too late. Risk is silent and insidious. We must plan, as we have seen what happens when risk becomes real and reduces net income. We will discuss proven techniques to help your organization plan for risk before the next miscalculation. Be prepared!*Week 2: CFO Series - Why You Should Be a Learnaholic - Staying Ahead! | CPE: 2 | Field of Study: Personal Development | Discussion Leader: Jane Mims, Ph.D. | Date: 05/10/2024, 10 a.m. | Description: Do successful people know a secret that keeps them on top? The answer is they are lifelong learners. It is a mindset and a way of life that they have learned to utilize. You did not miss out, those not born with this ability have hope. This course provides quantifiable research to support that learnaholics (or lifetime learners) are clearly more successful, as well as practical actions on how you can stop being left behind and start getting ahead by adopting the habits and mindset of a lifelong learner. The crux is to expand your mind and expand your possibilities. This is the recipe for success you don't want to miss!*Week 3: CFO Series - The ROI on Your People? Maximizing Returns! | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Robert Mims, CPA | Date: 05/17/2024, 10 a.m. | Description: Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff?*Week 4: CFO Series - Accepting Perfectionists - Understand & Adapting | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Don Minges, MBA | Date: 05/24/2024, 10 a.m. | Description: You may know people who believe, "Good is never good enough." They are sharp, driven, push themselves, have lofty standards, and may focus on the negative. They wear themselves out and others as well. Could they be a perfectionist? Perhaps we have some of these tendencies. We will discuss perfectionists from several perspectives and how to harness their skills to enhance results. Perfectionism is a mindset, not a disease. Based on research and proven methods, we will review tactics that may help perfectionists learn how to transform their behaviors. If you know at least one perfectionist, this session will significantly help you and them. |
5/3/2024 | 10 a.m. - 12 p.m. | Online | 8 CPE (2 tech, 6 non-tech) | |
New Synchronize Files to the Cloud with OneDrive and SharePoint (Webinar) (23WX-4417)23WX-4417 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this app*Installing the Sync app on your local devices*Configuring the files and folders to synchronize to your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes |
3/28/2024 | 3 - 4:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
New Microsoft Outlook "Must Know" Email Tips (Webinar) (24WX-0036)24WX-0036 | *Using Quick Parts to streamline message composition*Eliminating inefficient back and forth appointment scheduling with the Bookings app*Using category codes and contacts to send bulk emails*Sending emails to Teams and OneNote*Organizing your inbox with custom views, rules and folders*Mastering the search tools to find emails quickly*Review of key option settings to maximize email productivity. |
4/22/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Excel for Staff Level 1: What You Never Learned (Webinar) (24WX-0015)24WX-0015 | *Navigating around worksheets*Selecting cells and ranges*How to use custom number formatting*How to leverage Views*How to build better formulas with referenced variables and defined names*Learn to quickly format cells with Cell Styles*Learn proper worksheet structure |
4/11/2024 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (24WX-0047)24WX-0047 | *Introduction to ChatGPT and its applications in the business advisory context*In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc*Practical case studies demonstrating application of ChatGPT in accounting business analysis*Key challenges faced by accounting firms and how ChatGPT can help overcome these*Best practices for implementing AI tools in the accounting sector*Future opportunities and trends in AI-enhanced business advisory services |
4/29/2024 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CFO Series: Bridging the Gap with Marketing Mgt - the Four Ps (Webinar) (24WX-0058)24WX-0058 | *What is the function of Marketing?Creating demand, building reputation*Inform and educate customers and potential customers*Marketing plansWhat must be in a top-quality plan?*Coordination with strategy and financial ability*Products and servicesWhy do customers buy, or not buy, your offerings?*Core products, actual products, augmented products?*PricePricing is market driven, not cost driven!*Cost leaders vs differentiators?*When to increase price when to reduce price?*Place or channelsEffective and efficient channels?*Alternative channels?*PromotionPromotion alternatives and cost effectiveness*Coordinating the 4Ps to gain maximum results |
6/7/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New CFO Series: Advancing Your Role as a Business Leader (Webinar) (24WX-0033)24WX-0033 | *Leadership is earned, not given*Leaders understand:Human nature*Others*Themselves*You have to care!*The need for better relationships, credibility and trust*Lessons from great leaders*Steps to becoming a better leader |
4/19/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Mastering the Excel Lookup Functions (Webinar) (24WX-0006)24WX-0006 | *A review of the various lookup functions, beyond VLOOKUP*Learn which lookup works best for your situation*How to apply the many lookup functions*Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively*An in-depth review of the following functions:VLOOKUP / HLOOKUP*XLOOKUP*MATCH / INDEX*XMATCH*INDIRECT*FILTER*SORT / SORTBY*UNIQUE*An overview of some newer functions |
4/8/2024 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New CFO Series: Re-invigorating Your Career - Planning Your Path (Webinar) (24WX-0019)24WX-0019 | *What is a career as a professional and as a CPA?*Changing technology, changes in required skills, and changing industries.What are the possibilities?*Personal performance evaluations for your continuous growth.What do you want to achieve? How and when?*What is your brand, and do you need one?*I'm living longer; do I want to work longer?*Following your career plan |
4/12/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Master Class: Comply with IRS Pub 4557, FTC Safeguards Rule (Webinar) (24WX-0008)24WX-0008 | *Learning HOW to create and roll out your firm's Written Information Security Plan (WISP)*Understanding the best methods to get clients to follow your security protocols*Expert recommendations about which specific security solutions are best suited for your firm size*Access to a comprehensive library of downloadable policies, checklists, and templates to tailor and use in your WISP |
4/8/2024 | 12:30 - 3 p.m. | Online | 2.5 CPE (1 tech, 1.5 non-tech) | |
New Roadmap to Ethical Decision Making (Webinar) (24WX-0041)24WX-0041 | *Review the AICPA's Code of Professional Conduct*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters*Discuss the principles of professional conduct*Address compliance with professional standards*Use case studies to address circumstances that may create threats to independence |
4/26/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
New Securing Your Data with a Password Management App (Webinar) (24WX-0039)24WX-0039 | *Introduction to the world of password management apps and what makes them so secure*Review and demonstration of top selling password management apps*Software features that will be reviewed:Password generation*Emergency user access*Entity vs. individual password management*Desktop vs. cloud-based*Multi device synchronization*PII (personally identifiable information) forms filler*Credit card storage*Digital data vault*Best practices for deploying a password management app |
4/24/2024 | 10:30 a.m. - 12 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
New How to Create an ROI-Based Marketing Plan for Your Firm (Webinar) (24WX-0014)24WX-0014 | *Clarifying and communicating the unique value you provide to your chosen market*Choosing the market(s) you will be successful serving*Developing a successful go-to market and subsequent demand and lead gen strategy*Creating an easy to maintain customer nurture, demand and lead generation system*Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them |
4/11/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Governmental GAAP Update (Webinar) (23WX-4418)23WX-4418 | *GASB 94*GASB 96 |
3/29/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Microsoft Teams Deployment Best Practices (Webinar) (24WX-0009)24WX-0009 | *Baseline review of Teams features and functions*Best practices for setting up your teams and channels*How to use private channels for communication and file exchange portals with clients, customers, suppliers and service providers*Review of the Teams administration settings*Deep dive into the Teams/SharePoint integration |
4/8/2024 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
New CFO Series: June 2024 Webinar Bundle (Webinar) (24WX-0057)24WX-0057 | *Week 1: CFO Series - Bridging the Gap with Marketing Mgt - the Four Ps | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Brian Maturi, MBA, FCA | Date: 06/07/2024, 10 a.m. | Description: What should we know about marketing and what are the four 'P's of marketing? Many financial leaders are not sufficiently knowledgeable about the marketing function, marketing management, and measuring marketing results. When we know more, both functions can work collaboratively to help drive a superior bottom line. We can more accurately measure success, for example, in order to approve a cost-effective strategy to maintain and grow the business organically. We will discuss proven techniques to help your organization grow and thrive. Finance and marketing can and should help each other - we will show you how.*Week 2: CFO Series - Five Management Superpowers | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Jane Mims, Ph.D. | Date: 06/14/2024, 10 a.m. | Description: "Management is about persuading people to do things they do not want to do, while leadership is about inspiring people to do things they never thought they could." - Steve Jobs. We will discuss five key management strategies and skills that every successful manager has and works to perfection. This two-hour course walks you through the A-Z of effective management from the standpoint of self, team, and individuals. It's not enough to be a 'good' manager and excel in our field, we need to be more than the subject matter expert. The five management superpowers will bolster management skills for better leaders and is a proven path for those wanting to know how to shift their mindset, communication, and physical presence so they can ascend the ranks to higher leadership.*Week 3: CFO Series - Growth Opportunities for CFOs - Value Added CFOs | CPE: 2 | Field of Study: Finance | Discussion Leader: Gary Cokins, MBA, CPIM | Date: 06/21/2024, 10 a.m. | Description: Many CFOs place too much emphasis on external financial and statutory compliance reporting for government regulatory agencies and not enough on corporate performance management (CPM) methods including internal management accounting. The former is for valuation (e.g., inventories and COGS). The latter is for "creating wealth value" to support better decisions. This course provides tools and information for how CFOs can transition from bean counters to bean growers. The best CFOs not only keep score, which is necessary, but they enable the organization to score more, which is much more valuable.*Week 4: CFO Series - Audits Begin with The Right Questions - Listen! | CPE: 2 | Field of Study: Auditing | Discussion Leader: Robert Mims, CPA | Date: 06/28/2024, 10 a.m. | Description: Technology has boundless memory and can store all the answers, unlike humans. Regardless, technology and AI cannot discern the right questions to ask. Asking the right questions separates successful professionals from mediocre professionals. This session will take a big-picture approach and redefine auditing in a broader perspective which will deepen your skills, perspective, and know-how. The truth is that all professionals are auditors. We will illustrate three types of audits and dive into the most fundamental aspects of our daily work-lives that need constant attention, not seasonal treatments. We will show how to become a better listener and to ask better questions! |
6/7/2024 | 10 a.m. - 12 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
New Yellow Book Update (Webinar) (24WX-0038)24WX-0038 | *Yellow Book*Single Audits*GAGAS |
4/24/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Adobe Acrobat Tips for Working with PDF Files (Webinar) (24WX-0018)24WX-0018 | *Review of all that Adobe Acrobat has to offer*Organizing your PDFs with bookmarks, links, file attachments and more*Formatting the presentation of PDFs with headers, footers and watermarks*Creating and processing fillable forms*Processing documents for e-signature*Tips for converting email messages, documents and spreadsheets into PDF format*Combining multiple PDF files into a single binder *Utilizing the security features of Adobe Acrobat to protect document confidentiality |
4/12/2024 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New The Social Media Blueprint for Accounting Firms (Webinar) (24WX-0045)24WX-0045 | *An overview of the key social media platforms that accounting firms should consider as part of their overall social media strategy*Current trends in lead generation using social platforms*Specific tactics for social media as part of your ongoing marketing, recruitment, and new business development efforts |
4/29/2024 | 1:30 - 2:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Simplify Outlook Meeting Scheduling with Office 365 Bookings (Webinar) (24WX-0013)24WX-0013 | *Overview of the Bookings app functionality*Step by step demonstration of how to setup your private Bookings web pageDefining your meeting types / services*Configuring text message reminder notifications*Setting your scheduling policies*Customize your Bookings page form to capture important information while booking an appointment*Integrate with Microsoft Teams Meetings |
4/10/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Best Practices for an IRS Levy or Wage Garnishment (Webinar) (24WX-0034)24WX-0034 | *Learning the pre-levy notice requirements*Knowing what the levy exemptions are*Proposing levy alternatives*Understanding the difference between wrongful levy versus erroneous levy*Knowing how to employ levy mitigation techniques |
4/22/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Common Deficiencies in EBP Audits (Webinar) (24WX-0010)24WX-0010 | *Employee benefit plans*Audit procedures and documentation |
4/9/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Using ChatGPT With Excel (Webinar) (24WX-0024)24WX-0024 | *Introduction to ChatGPT and other AI (Artificial Intelligence) language models*Discussion of best practices for using ChatGPT with Excel*Use ChatGPT to create, debug and explain formulas*Use ChatGPT to learn how to use Excel features*Use ChatGPT to automate repetitive tasks in Excel*Use ChatGPT to easily create macros |
4/16/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Microsoft Teams Features Every User Should Know (Webinar) (24WX-0023)24WX-0023 | *Overview of the key Teams apps*Everything there is to know about composing messages in Teams*Using Teams to manage files, email messages and other content*Best practices for structuring your teams and channels*How to use "private" channels*How to use Teams as your primary phone system*Managing your Teams settings*Establishing links to other Microsoft 365 applications*Hosting a Teams meeting from A to Z |
4/15/2024 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Microsoft 365 Deployment Best Practices (Webinar) (24WX-0037)24WX-0037 | *Overview of the "core" Microsoft 365 apps and how they integrate with each other*Review of the key deployment decisions to be made*Identifying the important settings to establish in the key apps*Establishing organizational policies for using Microsoft 365*Developing a plan to educate your team members on how to integrate the apps into their business processes*Understanding the role of the Admin app and system administration*Planning for Microsoft Copilot for 365 AI capabilities |
4/23/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New The Dark Web & Cybersecurity for Tax and Accounting Pros (Webinar) (24WX-0042)24WX-0042 | *Understanding the Dark Web*Differences between the Deep Web and the Dark Web*Potential threats from the Dark Web*Case studies of Dark Web exploitation in accounting*Strategies for mitigating Dark Web threats*Implementing effective cybersecurity measures*Role of accountants in addressing Dark Web threats |
4/26/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CFO Series: The ROI on Your People? Maximizing Returns! (Webinar) (24WX-0055)24WX-0055 | *Dealing with peopleDealing with people issues the right way*Conflict management issues*How to truly empower your employees*Organizational culture and how to be a part of positive change*What are some of the 'other' employee issues that go unsaid*What does work/life balance mean todayWhat do employees want and care about now*What are their priorities |
5/17/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New ChatGPT: What Every CPA Should Know (Webinar) (24WX-0032)24WX-0032 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm / business |
4/19/2024 | 1:30 - 3 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
New Assessing Independence Under the New Yellow Book (Webinar) (24WX-0028)24WX-0028 | *Threats and safeguards*Independence Rules*GAGAS |
4/17/2024 | 7:30 - 8:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
New 2023 AICPA Regulatory Ethics Update (Webinar) (24WX-0011)24WX-0011 | *PEEC*AICPA*Ethics |
4/10/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
New CFO Series: April 2024 Webinar Bundle (Webinar) (24WX-0004)24WX-0004 | *Week 1: CFO Series - Tactics to Reduce Investment - 2nd Strategy ROI | CPE: 2 | Field of Study: Finance | Discussion Leader: Brian Maturi, MBA, FCA | Date: 04/05/2024, 10 a.m. | Description: What do investors want? They actively pursue three key strategies; 1) improve profit (most overused strategy), 2) reduce investment (an underused strategy), and 3) reduce risk (a much-neglected strategy). In this second of three sessions, see 2) above, we will explore strategies to improve asset utilization and reduce investment. We will discuss proven techniques to help your organization thrive.*Week 2: CFO Series - Re-invigorating Your Career - Planning Your Path | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Robert Mims, CPA | Date: 04/12/2024, 10 a.m. | Description: A career is a long time and yet looking back it appears to have been in the blink of an eye. If you have ever engaged in discussions with mentors or peer groups you may have heard the, "I wish I had ___." This course is a review of keeping you individually prepared and ready for all the various changes that will make your career. We start with where you are today and where you want to be? We discuss practical tips for professionals to be more prepared for changes that will certainly come over the course of your career. What are my career possibilities? The goal is that some of these ideas discussed will avoid more of the "I wish I had ____," and will convert them to, "I'm so glad I ____." We all have heard the maxim, "Failure to plan is planning to fail." We are planners by nature, let's plan our career and the career of those who report to us.*Week 3: CFO Series - Advancing Your Role as a Business Leader | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Don Minges, MBA | Date: 04/19/2024, 10 a.m. | Description: Knowing the numbers is a valued skill, but not nearly enough to make you a real business leader. True leaders put in the work and make sacrifices for others. Leadership is a learned skill, a skill that must be practiced. It may look simple, and it is - only if you know what to do and how to do it. Leadership requires one to develop a greater understanding of intangibles that are difficult to quantify - but are priceless. The best leaders care about others, are trustworthy and are credible. We will discuss proven tactics to enhance those skills. Worthy for those who want to become even more valuable as a business leader.*Week 4: CFO Series - Successful System Implementations - Planning! | CPE: 2 | Field of Study: Information Technology | Discussion Leader: Tracy Cooper, CPA | Date: 04/26/2024, 10 a.m. | Description: System changes are common, so why does seemingly every new system update or installation have multiple, new problems? We will review the causes and effects, including a short-term outlook. We will focus on the best practices of successful organizations, specifically the one key task for success - proper planning. What are the steps to take? Which functions need to be involved? How can you reduce risk? These actions can be applied to small system changes, system upgrades, or large ERP systems. Do not make the same mistake over and over - learn from others who have paid the hefty price. |
4/5/2024 | 10 a.m. - 12 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
New Governmental GAAP Update (Webinar) (24WX-0046)24WX-0046 | *GASB 94*GASB 96 |
4/29/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Single Audit Update (Webinar) (24WX-0031)24WX-0031 | *2023 Compliance Supplement*Single Audit |
4/19/2024 | 3:30 - 4:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New 2023 Year-End Payroll Update (Webinar) (24WX-0030)24WX-0030 | *Year-end tasks an employer should consider with regards to payroll*Bonus runs & fringe benefit reporting*Compliance reporting & W-2 reconciliations*Updates to payroll wage rates & limits*Current issues affecting payroll*Best practices for not only year-end, but year-round compliance
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4/18/2024 | 3:30 - 5:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Improve Spreadsheets by Building Controls in Excel (Webinar) (24WX-0050)24WX-0050 | *Learn best practices when designing your spreadsheets *How to create a proper worksheet structure*Learn to use Excel's built in features to find errors*How to create your custom controls to prevent and find errors*Using links to quickly move to controls*Using Conditional Formatting to highlight errors |
4/30/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CFO Series: Successful System Implementations - Planning! (Webinar) (24WX-0044)24WX-0044 | *The consequences of failure to plan and why shortcuts cause even more issues*How to learn from our previous mistakes*No two installations are the same! A team effort, with the right people, is required! Tests and testing are mandatory*Why cheap costs more*How accounting should communicate*Managing the organization to enable better system implementations |
4/26/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Not-for-Profit GAAP Update (Webinar) (24WX-0007)24WX-0007 | *ASUs impacting nonprofit entities*NAC |
4/8/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Synchronize Files to the Cloud with OneDrive and SharePoint (Webinar) (24WX-0048)24WX-0048 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this app*Installing the Sync app on your local devices*Configuring the files and folders to synchronize to your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes |
4/29/2024 | 10:30 a.m. - 12 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
New Fraud, Controls & Ethics: Best Practices & Case Studies (Webinar) (24WX-0049)24WX-0049 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards |
4/30/2024 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
New CFO Series: Tactics to Reduce Risk - 3rd Strategy to Help ROI (Webinar) (24WX-0053)24WX-0053 | *Answers to the question why is risk relevant? And more questions such as what do investors want, and how do statisticians and economists look at risk? We will also delve into prospect theory*What is your risk profile, appetite and tolerance? How do you monitor risk? We will look at heat maps and how risk is everyone's job*Managing risk: avoid, transfer, mitigate or accept |
5/3/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Improve Design and Productivity with Excel Tables (Webinar) (24WX-0035)24WX-0035 | *What Excel Tables are and why they are important*Learn how to create Excel Tables from scratch*Master the art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliers*Learn how Excel Tables uses structured reference formulas to create accurate calculations*How Excel Tables increase spreadsheet creation productivity |
4/22/2024 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Integrating ChatGPT Into Your Client Advisory Services (CAS) (Webinar) (24WX-0016)24WX-0016 | *ChatGPT and generative AI technology primer*Building your generative AI vocabulary*Digging deeper into your engagement research to develop a higher quality advisory service*Polishing your client reporting with the help of ChatGPT*Developing your ChatGPT client advisory services*Client education. You don't need to be a technical expert to be an educator*Using AI to help your clients automate their workflows / business processes*Building better spreadsheets with ChatGPT and Excel*Helping your clients identify, evaluate and select applications for their business |
4/11/2024 | 10 - 11:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
New Trust Fund Recovery Penalty and Request for Refund (Webinar) (24WX-0002)24WX-0002 | *Learning about the Trust Fund Recovery Penalty (TFRP)*Understanding pre-843 requirements when making a request for refund*Employing an effective strategy for removing the Trust Fund Recovery Penalty (TFRP) using IRS internal records*Appealing a rejected Form 843*Live case examples for making a request for refund using Form 843 |
4/3/2024 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Microsoft 365 Application Lightning Round Review (Webinar) (24WX-0026)24WX-0026 | *A lightning round review of the following apps, with an explanation and demonstration of what each of them offers*Teams - the foundation of all that you do in Microsoft 365*SharePoint/OneDrive - secure cloud storage*Power BI - the new financial reporting model*Stream - the YouTube for your organization*Bookings - streamline your appointment scheduling *OneNote - get your content organized for quick retrieval *Lists - create custom list tracking reports*To Do - consolidate all your Outlook, Planner and general "to do's" in one app*Planner - manage simple and complex engagements and projects in an intuitive app*A quick look at many of the remaining apps |
4/16/2024 | 2:30 - 4 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
New Annual Update for Accountants and Auditors (Webinar) (24WX-0021)24WX-0021 | *ASUs effective in 2023*Auditing estimates*NOCLAR*Quality Management*Risk Assessment |
4/15/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
New CFO Series: Growth Opportunities for CFOs - Value Added CFOs (Webinar) (24WX-0060)24WX-0060 | *Best practices for product, service line, channel, and customer profitability (using activity-based costing [ABC])*Strategy management using strategy maps, balanced scorecards and dashboards*Process improvement using lean management with lean accounting*Process improvement using quality management and cost of quality*Capacity-sensitive driver-based budgeting and rolling financial forecasts*Enterprise risk management (ERM)*Data science and analytics |
6/21/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Excel for Staff Level 2: Getting More Out of Excel (Webinar) (24WX-0020)24WX-0020 | *Overview of setting up spreadsheets for data analysis and how Excel Tables can help*Learning the importance of Consistent Column Calculations*How to use Conditional Formatting to highlight important information*How to leverage Excel Tables by analyzing them in PivotTables*Learning to leverage array formulas |
4/15/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Accountants, Meet Chatbot: Starting ChatGPT Conversations (Webinar) (24WX-0012)24WX-0012 | *ChatGPT Basics*Custom Instructions*Playground*OpenAI API Key*ChatGPT in Bing*ChatGPT in Excel*Microsoft 365 Copilot*ChatGPT in Google Sheets*ChatGPT in Google Docs*Plugins*Code Interpreter*Using ChatGPT for Financial Analysis*ChatGPT File Uploader*ChatPDF
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4/10/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CFO Series: Enhancing Sales - Work with Sales to Drive Results (Webinar) (23WX-4419)23WX-4419 | *Understanding the sales function and sales team*Differing backgrounds, expectations and motivations*Developing strong relationships, credibility, and trust*How to ascertain what Sales really needs*Effective incentive plans that can be understood by the sales team*Becoming the key support person for sales*Communicating value and profitability and explaining risk |
3/29/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Annual Update for Governments and Not-for-Profits (Webinar) (24WX-0001)24WX-0001 | *Effective GASB standards*Nonprofit GAAP update*Yellow Book independence |
4/1/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
New CFO Series: Tactics to Reduce Investment - 2nd Strategy ROI (Webinar) (24WX-0005)24WX-0005 | *Cost of capitalWhat do investors want?*What does my capital really cost?*How can we approximate the cost?*Utilizing the Du Pont Formula in a discounted cash flow world*Increasing asset utilizationWhat should we do, and what should we allow others to do?*Buying the right equipment at the right price*Increasing throughput*Complexity -- the capacity thief*Process choicesShould we automate?*Should we lease or purchase?*Impact of automation on risk and return? |
4/5/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Top 10 Payroll Questions You Didn't Even Know You Had (Webinar) (24WX-0025)24WX-0025 | *Questions and answers for 10 of the most commonly asked questions employers and business owners have about payroll*Payroll taxes and payroll return requirements for employers*Payroll-related requirements affecting employers, including overtime and bonus withholding*Federal and state requirements related to common payroll issues, including pay stub and pay frequency*Organizational and business strategies that employers should consider when running payroll, including frequency of pay, who is running payroll, how best to pay your employees, and record retention policies. |
4/16/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New How To Use Microsoft 365 Forms to Create Online Surveys (Webinar) (24WX-0043)24WX-0043 | *Overview of the Microsoft 365 Forms app features and capabilities*Step-by-step review and demonstration of the Forms appDesigning your form or survey*Creating form questions*Using branching to eliminate unnecessary questions based on form input data*Customizing the form theme / style*Manage form response settings*Distribute forms via link, website or email*Review of the completed forms response report*Exporting forms data to Excel for further analysis |
4/26/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Using Microsoft Teams to Host Virtual Meetings Online (Webinar) (24WX-0040)24WX-0040 | *Overview of using Microsoft Teams for online meetings*Detailed review and demonstration of all the Teams meeting app features*Setting up a meeting with all the meeting options available*Tips for scheduling meetings with internal and external participants*Integrating with Microsoft Outlook*Creating a registration page for invitation only meetings*Managing your audio/video settings*Configuring your "in meeting" features*Recording and transcribing a meeting*Tips for hosting virtual meetings in Teams*Understanding Teams meetings integration with other Microsoft 365 apps |
4/25/2024 | 2 - 3:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
New Engagement Management with the Microsoft 365 Planner App (Webinar) (24WX-0051)24WX-0051 | *Overview of the Planner app features and functionality*Step-by-step review and demonstration of how to deploy Planner in your practiceCreating a plan from scratch or use a template*Creating tasks with checklists*Assigning tasks*Scheduling tasks*Setup recurring tasks*Attach files to a task*Maintain a task activity journal*Manage task views with buckets and tags*Integrate plan schedules with your Outlook calendar*Detailed review of plan / task progress reporting features*Using plan templates for recurring engagements |
4/30/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New ChatGPT and the ELI5 Approach for Accounting Professionals (Webinar) (24WX-0022)24WX-0022 | *Understanding the ELI5 Approach*60 Variations of the ELI5 Method*Application of the ELI5 Approach in Accounting*ELI5 Case Studies*Strategies for Implementing the ELI5 Approach*Using ChatGPT to Enhance ELI5 Communication*Role of Accountants in Leveraging the ELI5 Approach |
4/15/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0971)24WA-0971 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
6/7/2024 | 2 - 6 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1267)24WA-1267 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
7/26/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-0594)24WA-0594 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
4/22/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-0806)24WA-0806 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
5/17/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0608)24WA-0608 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
4/23/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1247)24WA-1247 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
7/10/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (23WA-690A)23WA-690A | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
3/30/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0777)24WA-0777 | *Sexual harassment prevention*Company culture |
5/14/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0766)24WA-0766 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
5/11/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-0643)24WA-0643 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
4/27/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-0644)24WA-0644 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
4/27/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0706)24WA-0706 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
5/6/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Minimizing Workplace Warfare (Webinar) (24WA-0976)24WA-0976 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
6/7/2024 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-0735)24WA-0735 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
5/8/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0811)24WA-0811 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
5/17/2024 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-0809)24WA-0809 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
5/17/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Tech Update (Webinar) (24WA-0461)24WA-0461 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
4/2/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0720)24WA-0720 | *Federal non-compete law*State non-compete law |
5/7/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's The Digital Home (Webinar) (24WA-0821)24WA-0821 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
5/20/2024 | 8:30 - 10:20 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-0627)24WA-0627 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
4/25/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0625)24WA-0625 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
4/25/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0494)24WA-0494 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
4/5/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-0828)24WA-0828 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
5/21/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-1233)24WA-1233 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
6/29/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-0505)24WA-0505 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
4/6/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-0525)24WA-0525 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
4/11/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-0705)24WA-0705 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
5/4/2024 | 9 - 11:10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-1189)24WA-1189 | *Performance target design*Target testing |
6/25/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-0814)24WA-0814 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
5/18/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-0721)24WA-0721 | *Information technology*Artificial Intelligence (AI) |
5/7/2024 | 10 a.m. - 2:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-0455)24WA-0455 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
4/2/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0897)24WA-0897 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
6/1/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0728)24WA-0728 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
5/8/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (23WA-677A)23WA-677A | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
3/29/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0613)24WA-0613 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
4/23/2024 | 5 - 6 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-1211)24WA-1211 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
6/27/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-0579)24WA-0579 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
4/19/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-1190)24WA-1190 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
6/25/2024 | 9 - 10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-0527)24WA-0527 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
4/11/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-0620)24WA-0620 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
4/24/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-1126)24WA-1126 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
6/20/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-0677)24WA-0677 | *Computer software*Google |
5/2/2024 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0852)24WA-0852 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
5/24/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0539)24WA-0539 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
4/12/2024 | 1 - 2 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0538)24WA-0538 | *Performance target design*Target testing |
4/12/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-0559)24WA-0559 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
4/16/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-0968)24WA-0968 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
6/7/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0457)24WA-0457 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
4/2/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-0562)24WA-0562 | *The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
4/16/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Employment Law 101 (Webinar) (24WA-0778)24WA-0778 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
5/14/2024 | 5 - 6:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0829)24WA-0829 | *Performance target design*Target testing |
5/21/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-1137)24WA-1137 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
6/21/2024 | 1 - 3:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-1132)24WA-1132 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
6/21/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-0870)24WA-0870 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
5/28/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0450)24WA-0450 | *Classification of workers as employees or independent contractors |
4/2/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0925)24WA-0925 | *Employee relations*Leadership |
6/4/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0818)24WA-0818 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
5/18/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-1240)24WA-1240 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
6/29/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0898)24WA-0898 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
6/1/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0529)24WA-0529 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
4/12/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-1116)24WA-1116 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
6/19/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-1144)24WA-1144 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
6/22/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-0583)24WA-0583 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
4/19/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's The Digital Home (Webinar) (24WA-0784)24WA-0784 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
5/14/2024 | 6:30 - 8:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0862)24WA-0862 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
5/25/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-0854)24WA-0854 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
5/24/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-1227)24WA-1227 | *The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
6/28/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-1180)24WA-1180 | *Information technology*Artificial Intelligence (AI) |
6/25/2024 | 12 - 4:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-1100)24WA-1100 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
6/18/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Employment Law 101 (Webinar) (24WA-0485)24WA-0485 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
4/5/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-0844)24WA-0844 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
5/23/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-0794)24WA-0794 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
5/15/2024 | 10 a.m. - 5:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-1089)24WA-1089 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
6/17/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0997)24WA-0997 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
6/8/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-0641)24WA-0641 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
4/27/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1260)24WA-1260 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
7/22/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Buying, Selling or Gifting a Business Creatively (Webinar) (24WA-1076)24WA-1076 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreement" Issues*Liquidity Issues |
6/15/2024 | 9 - 11:15 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0591)24WA-0591 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
4/20/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0716)24WA-0716 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
5/7/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0772)24WA-0772 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
5/13/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0860)24WA-0860 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
5/25/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0690)24WA-0690 | *Performance target design*Target testing |
5/3/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-1157)24WA-1157 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
6/24/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-1221)24WA-1221 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
6/28/2024 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-0548)24WA-0548 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
4/13/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-1265)24WA-1265 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
7/24/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-1035)24WA-1035 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
6/12/2024 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0566)24WA-0566 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
4/17/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-0989)24WA-0989 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
6/8/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-0903)24WA-0903 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of trust entities*Understanding various fiduciary issues*Understanding the basics of Subchapter J of the Internal Revenue Code |
6/1/2024 | 9 a.m. - 2:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-1042)24WA-1042 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
6/13/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-0597)24WA-0597 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
4/22/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-1097)24WA-1097 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
6/17/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-1174)24WA-1174 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
6/25/2024 | 5 - 6:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-0588)24WA-0588 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
4/20/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Crucial Tax Topics 2021-2022 with Art Werner: Mergers and Acquisitions -- Complete Guide to Relevant Issues (Webinar) (24WA-0894)24WA-0894 | *Taxable asset acquisitions vs. non-taxable stock/equity acquisitions*What happens in an asset acquisition*What happens in a stock or equity acquisition*338 and 336 elections*Basics of 382*Basics of 280G*Earnouts and contingent payments*Assumed liabilities*Acquired reserves*Acquired deferred revenue*Treatment of transaction costs*Basics of mixed entity transactions*Very basic overview of tax-free re-organizations*High level overview of entity formations*High level overview of entity liquidations or termination |
6/1/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0742)24WA-0742 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
5/9/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-1062)24WA-1062 | *Federal non-compete law*State non-compete law |
6/14/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-0871)24WA-0871 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
5/28/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-0758)24WA-0758 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
5/10/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Advanced Excel (Webinar) (23WA-671A)23WA-671A | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
3/28/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
The Preparation of Forms 706 and 709: Line-by-Line (Webinar) (24WA-1103)24WA-1103 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/18/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-1212)24WA-1212 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
6/27/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0649)24WA-0649 | *Sexual harassment prevention*Company culture |
4/29/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0592)24WA-0592 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
4/20/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0446)24WA-0446 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
4/1/2024 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-0803)24WA-0803 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
5/16/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-1072)24WA-1072 | *Performance target design*Target testing |
6/14/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-1236)24WA-1236 | *Computer software*Google |
6/29/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-0660)24WA-0660 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
4/29/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0687)24WA-0687 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
5/3/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-1022)24WA-1022 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
6/11/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-0568)24WA-0568 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
4/17/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-0843)24WA-0843 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
5/23/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-0549)24WA-0549 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
4/13/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-0704)24WA-0704 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
5/4/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Buying, Selling or Gifting a Business Creatively (Webinar) (24WA-0938)24WA-0938 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreement" Issues*Liquidity Issues |
6/5/2024 | 1 - 3:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Forms 706 and 709: Understanding the Law, Line-by-Line (Webinar) (24WA-1168)24WA-1168 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the charitable deduction*Understanding the marital deduction*Understanding the calculation and the various tax credits*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability"*Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/24/2024 | 11 a.m. - 4:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-0508)24WA-0508 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
4/8/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0683)24WA-0683 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
5/3/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Employment Law 101 (Webinar) (24WA-1142)24WA-1142 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
6/22/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-0702)24WA-0702 | *The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
5/4/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0909)24WA-0909 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
6/3/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-1087)24WA-1087 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
6/17/2024 | 11 a.m. - 1 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's The Digital Home (Webinar) (24WA-1049)24WA-1049 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
6/13/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-0512)24WA-0512 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
4/8/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-0576)24WA-0576 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
4/18/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-0715)24WA-0715 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
5/6/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-0516)24WA-0516 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
4/9/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-1039)24WA-1039 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
6/13/2024 | 5 - 6:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0764)24WA-0764 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
5/11/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-1238)24WA-1238 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
6/29/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-1112)24WA-1112 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
6/19/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Employment Law 101 (Webinar) (24WA-0653)24WA-0653 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
4/29/2024 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-1251)24WA-1251 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
7/12/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (23WA-684A)23WA-684A | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
3/30/2024 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-1021)24WA-1021 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
6/11/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-1145)24WA-1145 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
6/22/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-1000)24WA-1000 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
6/10/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-0840)24WA-0840 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
5/22/2024 | 3 - 5:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-0825)24WA-0825 | *Information technology*Cryptocurrency*Blockchain |
5/21/2024 | 4 - 7:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-0551)24WA-0551 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
4/13/2024 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-0800)24WA-0800 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
5/16/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Employment Law 101 (Webinar) (24WA-1155)24WA-1155 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
6/24/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0917)24WA-0917 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
6/3/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0813)24WA-0813 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
5/17/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0556)24WA-0556 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
4/15/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (23WA-676A)23WA-676A | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
3/29/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0880)24WA-0880 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
5/29/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-0473)24WA-0473 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
4/3/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0646)24WA-0646 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
4/27/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Tech Update (Webinar) (24WA-1185)24WA-1185 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
6/25/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0587)24WA-0587 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
4/19/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-0739)24WA-0739 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
5/9/2024 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-1230)24WA-1230 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
6/28/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0913)24WA-0913 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
6/3/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-0636)24WA-0636 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
4/26/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0500)24WA-0500 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
4/6/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0645)24WA-0645 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
4/27/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-0443)24WA-0443 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
4/1/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0849)24WA-0849 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
5/24/2024 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Postmortem Estate Planning Primer (Webinar) (24WA-0948)24WA-0948 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
6/5/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-0734)24WA-0734 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
5/8/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-0575)24WA-0575 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
4/18/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-1101)24WA-1101 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
6/18/2024 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0857)24WA-0857 | *Federal non-compete law*State non-compete law |
5/25/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-0490)24WA-0490 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
4/5/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-1028)24WA-1028 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
6/12/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-0775)24WA-0775 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
5/13/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0667)24WA-0667 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
4/30/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1194)24WA-1194 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
6/26/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Forms 706 and 709: Understanding the Law, Line-by-Line (Webinar) (24WA-0982)24WA-0982 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the charitable deduction*Understanding the marital deduction*Understanding the calculation and the various tax credits*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability"*Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/7/2024 | 9 a.m. - 2:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0647)24WA-0647 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
4/27/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-0471)24WA-0471 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
4/3/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-0449)24WA-0449 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
4/2/2024 | 5 - 6:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-1143)24WA-1143 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understanding "aggregation"*Rental property as a trade or business*Identify how your clients can maximize the deduction*Planning ideas*Understand the Section 199A Regulations |
6/22/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0729)24WA-0729 | *Sexual harassment prevention*Company culture |
5/8/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-0614)24WA-0614 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
4/23/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-0684)24WA-0684 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
5/3/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0695)24WA-0695 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
5/4/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1084)24WA-1084 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
6/15/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0578)24WA-0578 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
4/19/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-0979)24WA-0979 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of trust entities*Understanding various fiduciary issues*Understanding the basics of Subchapter J of the Internal Revenue Code |
6/7/2024 | 3 - 8:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-0493)24WA-0493 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
4/5/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-1050)24WA-1050 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
6/13/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-0482)24WA-0482 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
4/4/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-0887)24WA-0887 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
5/30/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0712)24WA-0712 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
5/6/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-0439)24WA-0439 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
4/1/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Tech Update (Webinar) (24WA-1068)24WA-1068 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
6/14/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-0602)24WA-0602 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
4/22/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1223)24WA-1223 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
6/28/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-1108)24WA-1108 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
6/19/2024 | 9 a.m. - 4:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-1078)24WA-1078 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
6/15/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1133)24WA-1133 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
6/21/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-0947)24WA-0947 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
6/5/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-1082)24WA-1082 | *Computer software*Google |
6/15/2024 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1245)24WA-1245 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
7/9/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-1086)24WA-1086 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
6/15/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0691)24WA-0691 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
5/3/2024 | 9 - 10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1258)24WA-1258 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
7/19/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-1080)24WA-1080 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
6/15/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-1006)24WA-1006 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
6/10/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-1158)24WA-1158 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
6/24/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-0873)24WA-0873 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
5/28/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-0499)24WA-0499 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
4/5/2024 | 1 - 3:10 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0478)24WA-0478 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
4/4/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-1241)24WA-1241 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
6/29/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0879)24WA-0879 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
5/29/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-1206)24WA-1206 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
6/27/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0793)24WA-0793 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
5/15/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (23WA-674A)23WA-674A | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
3/28/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0791)24WA-0791 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
5/15/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0476)24WA-0476 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
4/4/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0522)24WA-0522 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
4/10/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0707)24WA-0707 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
5/6/2024 | 11 a.m. - 2:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0692)24WA-0692 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
5/3/2024 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-0761)24WA-0761 | *Information technology*Cryptocurrency*Blockchain |
5/11/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-1110)24WA-1110 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
6/19/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0727)24WA-0727 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
5/7/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-0786)24WA-0786 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
5/14/2024 | 5 - 6:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-0498)24WA-0498 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
4/5/2024 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0834)24WA-0834 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
5/22/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0963)24WA-0963 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
6/7/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-1187)24WA-1187 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
6/25/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-1201)24WA-1201 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
6/26/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-1009)24WA-1009 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
6/10/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0665)24WA-0665 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
4/30/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-0773)24WA-0773 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
5/13/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-0992)24WA-0992 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
6/8/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-1203)24WA-1203 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
6/26/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-1196)24WA-1196 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/26/2024 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Navigating Leaves of Absence (Webinar) (24WA-0787)24WA-0787 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
5/14/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-0507)24WA-0507 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
4/8/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-1117)24WA-1117 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
6/19/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-0600)24WA-0600 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
4/22/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-1222)24WA-1222 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
6/28/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-0703)24WA-0703 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
5/4/2024 | 1 - 3:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0876)24WA-0876 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
5/29/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0616)24WA-0616 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
4/24/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Ten Must Know Features In Excel (Webinar) (24WA-0462)24WA-0462 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
4/2/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0986)24WA-0986 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
6/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0611)24WA-0611 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
4/23/2024 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-1119)24WA-1119 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
6/19/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (23WA-675A)23WA-675A | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
3/29/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-1016)24WA-1016 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
6/11/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-1225)24WA-1225 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
6/28/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-1160)24WA-1160 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
6/24/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0650)24WA-0650 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
4/29/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-0882)24WA-0882 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
5/29/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-1195)24WA-1195 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/26/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's CPA Firm Update (Webinar) (24WA-0537)24WA-0537 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
4/12/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0770)24WA-0770 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
5/13/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-1074)24WA-1074 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
6/14/2024 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0937)24WA-0937 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
6/4/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-1034)24WA-1034 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
6/12/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0768)24WA-0768 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
5/11/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-0630)24WA-0630 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
4/25/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0670)24WA-0670 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
5/1/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-0544)24WA-0544 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
4/13/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-0700)24WA-0700 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
5/4/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-1149)24WA-1149 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
6/22/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-0693)24WA-0693 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
5/4/2024 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-0769)24WA-0769 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
5/11/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-1165)24WA-1165 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
6/24/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0484)24WA-0484 | *Sexual harassment prevention*Company culture |
4/5/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0744)24WA-0744 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
5/9/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-0837)24WA-0837 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
5/22/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0532)24WA-0532 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
4/12/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (23WA-685A)23WA-685A | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
3/30/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0681)24WA-0681 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
5/3/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-1073)24WA-1073 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
6/14/2024 | 2 - 3 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0658)24WA-0658 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
4/29/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-0826)24WA-0826 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
5/21/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0607)24WA-0607 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
4/23/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Forms 706 and 709: Understanding the Law, Line-by-Line (Webinar) (24WA-0905)24WA-0905 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the charitable deduction*Understanding the marital deduction*Understanding the calculation and the various tax credits*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability"*Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/1/2024 | 12 - 5:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0519)24WA-0519 | *Federal non-compete law*State non-compete law |
4/10/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-1085)24WA-1085 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
6/15/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-1171)24WA-1171 | *Classification of workers as employees or independent contractors |
6/25/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0812)24WA-0812 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
5/17/2024 | 1 - 2 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-1207)24WA-1207 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
6/27/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0635)24WA-0635 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
4/26/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-0892)24WA-0892 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
5/31/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0956)24WA-0956 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
6/6/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-1115)24WA-1115 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
6/19/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Partnership Tax Updates (Webinar) (24WA-0689)24WA-0689 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception |
5/3/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-0573)24WA-0573 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
4/18/2024 | 8 a.m. - 3:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0722)24WA-0722 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
5/7/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-0558)24WA-0558 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
4/16/2024 | 11 a.m. - 1 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0685)24WA-0685 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
5/3/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-0893)24WA-0893 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
5/31/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-0581)24WA-0581 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
4/19/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-0801)24WA-0801 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
5/16/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-1090)24WA-1090 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
6/17/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-0994)24WA-0994 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
6/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1256)24WA-1256 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
7/18/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-0618)24WA-0618 | *Information technology*Cryptocurrency*Blockchain |
4/24/2024 | 9:30 a.m. - 1:15 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-1161)24WA-1161 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
6/24/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-0832)24WA-0832 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
5/22/2024 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-1065)24WA-1065 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
6/14/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-0694)24WA-0694 | *Overview of mid-market solutions*Probable third-party solutions required Accounting solutions for specific industries*Specific strategies to use on selecting a system*Guidance on preparatory steps and conversions |
5/4/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-1235)24WA-1235 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
6/29/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0610)24WA-0610 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
4/23/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (24WA-0872)24WA-0872 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
5/28/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0865)24WA-0865 | *Sexual harassment prevention*Company culture |
5/28/2024 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-0698)24WA-0698 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
5/4/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-1037)24WA-1037 | *Complete explanation of IRC Section1031*Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act*Advantages and disadvantages of paying the tax versus using an exchange*Understand the definition of like-kind property*Understand what a qualified intermediary is*Understand the need for an exchange accommodation title holder*Understand a reverse exchange*Understand a build-to-suit exchange*Understand the forty-five-day rule and how to calculate it*Precautions for property identification*Investment property versus property held for sale |
6/12/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-0542)24WA-0542 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
4/13/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-1026)24WA-1026 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
6/11/2024 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-0513)24WA-0513 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
4/9/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-1202)24WA-1202 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
6/26/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0555)24WA-0555 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
4/15/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0914)24WA-0914 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
6/3/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-1218)24WA-1218 | *Complete explanation of IRC Section1031*Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act*Advantages and disadvantages of paying the tax versus using an exchange*Understand the definition of like-kind property*Understand what a qualified intermediary is*Understand the need for an exchange accommodation title holder*Understand a reverse exchange*Understand a build-to-suit exchange*Understand the forty-five-day rule and how to calculate it*Precautions for property identification*Investment property versus property held for sale |
6/27/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-1113)24WA-1113 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
6/19/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-0763)24WA-0763 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
5/11/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0448)24WA-0448 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
4/2/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-0599)24WA-0599 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
4/22/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0501)24WA-0501 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
4/6/2024 | 3 - 6:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-1263)24WA-1263 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
7/24/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0926)24WA-0926 | *Federal non-compete law*State non-compete law |
6/4/2024 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0711)24WA-0711 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
5/6/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-1024)24WA-1024 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
6/11/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-1186)24WA-1186 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
6/25/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-1007)24WA-1007 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
6/10/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0797)24WA-0797 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
5/16/2024 | 5 - 8:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-1264)24WA-1264 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
7/24/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0655)24WA-0655 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
4/29/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0535)24WA-0535 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
4/12/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0899)24WA-0899 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
6/1/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0859)24WA-0859 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
5/25/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-0945)24WA-0945 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
6/5/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-1114)24WA-1114 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
6/19/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-0891)24WA-0891 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
5/30/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-0950)24WA-0950 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
6/6/2024 | 5 - 6:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1054)24WA-1054 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
6/14/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0939)24WA-0939 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/5/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-1182)24WA-1182 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
6/25/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0875)24WA-0875 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
5/29/2024 | 2 - 3:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-0960)24WA-0960 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
6/6/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-1136)24WA-1136 | *The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
6/21/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-0853)24WA-0853 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
5/24/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0885)24WA-0885 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
5/29/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-1091)24WA-1091 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
6/17/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (23WA-672A)23WA-672A | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
3/28/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-0841)24WA-0841 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
5/22/2024 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-0444)24WA-0444 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
4/1/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-0890)24WA-0890 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
5/30/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-0506)24WA-0506 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
4/6/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-1095)24WA-1095 | *The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
6/17/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-0966)24WA-0966 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
6/7/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-1243)24WA-1243 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
6/29/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0830)24WA-0830 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
5/21/2024 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-0714)24WA-0714 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
5/6/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0836)24WA-0836 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
5/22/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-0759)24WA-0759 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
5/10/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (23WA-678A)23WA-678A | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
3/29/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0831)24WA-0831 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
5/21/2024 | 2 - 3 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1060)24WA-1060 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
6/14/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0577)24WA-0577 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
4/19/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-1015)24WA-1015 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
6/11/2024 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1261)24WA-1261 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
7/22/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-0673)24WA-0673 | *Overview of mid-market solutions*Probable third-party solutions required Accounting solutions for specific industries*Specific strategies to use on selecting a system*Guidance on preparatory steps and conversions |
5/2/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-0863)24WA-0863 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
5/28/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0533)24WA-0533 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
4/12/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0881)24WA-0881 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
5/29/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0638)24WA-0638 | *Classification of workers as employees or independent contractors |
4/27/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-0969)24WA-0969 | *Information technology*Artificial Intelligence (AI) |
6/7/2024 | 10 a.m. - 2:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0808)24WA-0808 | *Federal non-compete law*State non-compete law |
5/17/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-1001)24WA-1001 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
6/10/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-0846)24WA-0846 | *Computer software*Google |
5/23/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0737)24WA-0737 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
5/8/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-1003)24WA-1003 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint |
6/10/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1246)24WA-1246 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
7/10/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0696)24WA-0696 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
5/4/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0964)24WA-0964 | *Sexual harassment prevention*Company culture |
6/7/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-1124)24WA-1124 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
6/20/2024 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-1208)24WA-1208 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
6/27/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Employment Law 101 (Webinar) (24WA-0967)24WA-0967 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
6/7/2024 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-0474)24WA-0474 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
4/3/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0999)24WA-0999 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/10/2024 | 11 a.m. - 2:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0753)24WA-0753 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
5/10/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0933)24WA-0933 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
6/4/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0931)24WA-0931 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
6/4/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-0741)24WA-0741 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
5/9/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-1141)24WA-1141 | *Sexual harassment prevention*Company culture |
6/22/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-1051)24WA-1051 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
6/14/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0569)24WA-0569 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
4/17/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-1008)24WA-1008 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
6/10/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0518)24WA-0518 | *Classification of workers as employees or independent contractors |
4/10/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0438)24WA-0438 | *Employee relations*Leadership |
4/1/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0919)24WA-0919 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portability*Making a late election and IRS Section 9100 relief*How to opt-out of the election and hazards of not making the election for the client and practitioner*Determining the "last deceased spouse" for making the election*IRS examination issues when making the election*Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes*Use of QTIPs and QDOTs*A look at state death tax issues |
6/3/2024 | 9 - 11:05 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-0554)24WA-0554 | *Overview of mid-market solutions*Probable third-party solutions required Accounting solutions for specific industries*Specific strategies to use on selecting a system*Guidance on preparatory steps and conversions |
4/15/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-1135)24WA-1135 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
6/21/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-0973)24WA-0973 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
6/7/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0983)24WA-0983 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
6/8/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-1058)24WA-1058 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
6/14/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-0674)24WA-0674 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
5/2/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-0598)24WA-0598 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
4/22/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-0921)24WA-0921 | *Complete explanation of IRC Section1031*Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act*Advantages and disadvantages of paying the tax versus using an exchange*Understand the definition of like-kind property*Understand what a qualified intermediary is*Understand the need for an exchange accommodation title holder*Understand a reverse exchange*Understand a build-to-suit exchange*Understand the forty-five-day rule and how to calculate it*Precautions for property identification*Investment property versus property held for sale |
6/3/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-1125)24WA-1125 | *Computer software*Google |
6/20/2024 | 6 - 9:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-0757)24WA-0757 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
5/10/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's The Digital Home (Webinar) (24WA-0642)24WA-0642 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
4/27/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-0943)24WA-0943 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
6/5/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Buying, Selling or Gifting a Business Creatively (Webinar) (24WA-1121)24WA-1121 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreement" Issues*Liquidity Issues |
6/20/2024 | 6 - 8:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0466)24WA-0466 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
4/2/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-0883)24WA-0883 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
5/29/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-0604)24WA-0604 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
4/22/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0452)24WA-0452 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
4/2/2024 | 5 - 6:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (23WA-688A)23WA-688A | *Information technology*Artificial Intelligence (AI) |
3/30/2024 | 10 a.m. - 2:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0781)24WA-0781 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
5/14/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0509)24WA-0509 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
4/8/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0816)24WA-0816 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
5/18/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0955)24WA-0955 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
6/6/2024 | 5 - 6 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-1029)24WA-1029 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
6/12/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-0748)24WA-0748 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
5/9/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-0889)24WA-0889 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
5/30/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0771)24WA-0771 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
5/13/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-1023)24WA-1023 | *The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
6/11/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-1215)24WA-1215 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portability*Making a late election and IRS Section 9100 relief*How to opt-out of the election and hazards of not making the election for the client and practitioner*Determining the "last deceased spouse" for making the election*IRS examination issues when making the election*Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes*Use of QTIPs and QDOTs*A look at state death tax issues |
6/27/2024 | 12 - 2:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-0946)24WA-0946 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
6/5/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0835)24WA-0835 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
5/22/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-0783)24WA-0783 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
5/14/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Partnership Tax Updates (Webinar) (24WA-0593)24WA-0593 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception |
4/20/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-0906)24WA-0906 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
6/1/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-0672)24WA-0672 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
5/1/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-1041)24WA-1041 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
6/13/2024 | 8 a.m. - 3:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-0514)24WA-0514 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
4/9/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0634)24WA-0634 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
4/26/2024 | 2 - 6 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0940)24WA-0940 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/5/2024 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (23WA-680A)23WA-680A | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint |
3/29/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-1096)24WA-1096 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
6/17/2024 | 11 a.m. - 1:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-1266)24WA-1266 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
7/24/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-0572)24WA-0572 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
4/17/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-0622)24WA-0622 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
4/24/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Partnership Tax Updates (Webinar) (24WA-0483)24WA-0483 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception |
4/4/2024 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-1025)24WA-1025 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
6/11/2024 | 9 - 11:10 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-0550)24WA-0550 | *Computer software*Google |
4/13/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0467)24WA-0467 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
4/2/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-0847)24WA-0847 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
5/23/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1198)24WA-1198 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
6/26/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-0755)24WA-0755 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint |
5/10/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-1210)24WA-1210 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
6/27/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's The Digital Home (Webinar) (24WA-0526)24WA-0526 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
4/11/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0970)24WA-0970 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
6/7/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-1138)24WA-1138 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
6/21/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-0900)24WA-0900 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
6/1/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-0701)24WA-0701 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
5/4/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-1205)24WA-1205 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
6/27/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0657)24WA-0657 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
4/29/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0639)24WA-0639 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
4/27/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1259)24WA-1259 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
7/22/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-1139)24WA-1139 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
6/21/2024 | 9 - 11:10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-1166)24WA-1166 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of trust entities*Understanding various fiduciary issues*Understanding the basics of Subchapter J of the Internal Revenue Code |
6/24/2024 | 12 - 5:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-0496)24WA-0496 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
4/5/2024 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0782)24WA-0782 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
5/14/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0807)24WA-0807 | *Employee relations*Leadership |
5/17/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-0990)24WA-0990 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
6/8/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Crucial Tax Topics 2021-2022 with Art Werner: Mergers and Acquisitions -- Complete Guide to Relevant Issues (Webinar) (24WA-1099)24WA-1099 | *Taxable asset acquisitions vs. non-taxable stock/equity acquisitions*What happens in an asset acquisition*What happens in a stock or equity acquisition*338 and 336 elections*Basics of 382*Basics of 280G*Earnouts and contingent payments*Assumed liabilities*Acquired reserves*Acquired deferred revenue*Treatment of transaction costs*Basics of mixed entity transactions*Very basic overview of tax-free re-organizations*High level overview of entity formations*High level overview of entity liquidations or termination |
6/18/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-1031)24WA-1031 | *Computer software*Google |
6/12/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-0623)24WA-0623 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
4/24/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-1019)24WA-1019 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
6/11/2024 | 5 - 6 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-0725)24WA-0725 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
5/7/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0738)24WA-0738 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
5/8/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Preparation of Forms 706 and 709: Understanding the Law, Line-by-Line (Webinar) (24WA-1104)24WA-1104 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the charitable deduction*Understanding the marital deduction*Understanding the calculation and the various tax credits*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability"*Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/18/2024 | 3 - 8:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-0480)24WA-0480 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint |
4/4/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Paperless Office (Webinar) (24WA-1018)24WA-1018 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
6/11/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-0747)24WA-0747 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
5/9/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-1032)24WA-1032 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
6/12/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0523)24WA-0523 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
4/10/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1197)24WA-1197 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
6/26/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0489)24WA-0489 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
4/5/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0851)24WA-0851 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
5/24/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (23WA-682A)23WA-682A | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
3/29/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-0920)24WA-0920 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
6/3/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-1043)24WA-1043 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
6/13/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Tech Update (Webinar) (24WA-0993)24WA-0993 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
6/8/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-1213)24WA-1213 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
6/27/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-1079)24WA-1079 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
6/15/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-1013)24WA-1013 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
6/11/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-1030)24WA-1030 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
6/12/2024 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-0864)24WA-0864 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
5/28/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0680)24WA-0680 | *Employee relations*Leadership |
5/3/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-0675)24WA-0675 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
5/2/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-1094)24WA-1094 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
6/17/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-0749)24WA-0749 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
5/9/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0915)24WA-0915 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
6/3/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0745)24WA-0745 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
5/9/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-0585)24WA-0585 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
4/19/2024 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0980)24WA-0980 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
6/7/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-1153)24WA-1153 | *Sexual harassment prevention*Company culture |
6/24/2024 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-0546)24WA-0546 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
4/13/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0524)24WA-0524 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
4/10/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-1152)24WA-1152 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
6/22/2024 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0910)24WA-0910 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
6/3/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-0732)24WA-0732 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
5/8/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-1093)24WA-1093 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
6/17/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-0953)24WA-0953 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
6/6/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-0688)24WA-0688 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
5/3/2024 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0590)24WA-0590 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
4/20/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0858)24WA-0858 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
5/25/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Crucial Tax Topics 2021-2022 with Art Werner: Mergers and Acquisitions -- Complete Guide to Relevant Issues (Webinar) (24WA-1154)24WA-1154 | *Taxable asset acquisitions vs. non-taxable stock/equity acquisitions*What happens in an asset acquisition*What happens in a stock or equity acquisition*338 and 336 elections*Basics of 382*Basics of 280G*Earnouts and contingent payments*Assumed liabilities*Acquired reserves*Acquired deferred revenue*Treatment of transaction costs*Basics of mixed entity transactions*Very basic overview of tax-free re-organizations*High level overview of entity formations*High level overview of entity liquidations or termination |
6/24/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (23WA-686A)23WA-686A | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
3/30/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0789)24WA-0789 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
5/14/2024 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0557)24WA-0557 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
4/15/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-1036)24WA-1036 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portability*Making a late election and IRS Section 9100 relief*How to opt-out of the election and hazards of not making the election for the client and practitioner*Determining the "last deceased spouse" for making the election*IRS examination issues when making the election*Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes*Use of QTIPs and QDOTs*A look at state death tax issues |
6/12/2024 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0723)24WA-0723 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
5/7/2024 | 5 - 9 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-1109)24WA-1109 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
6/19/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-0977)24WA-0977 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
6/7/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-0918)24WA-0918 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
6/3/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-0819)24WA-0819 | *Overview of mid-market solutions*Probable third-party solutions required Accounting solutions for specific industries*Specific strategies to use on selecting a system*Guidance on preparatory steps and conversions |
5/20/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0454)24WA-0454 | *Federal non-compete law*State non-compete law |
4/2/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0874)24WA-0874 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
5/29/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0633)24WA-0633 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
4/26/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0790)24WA-0790 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
5/15/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-1199)24WA-1199 | *Information technology*Cryptocurrency*Blockchain |
6/26/2024 | 9:30 a.m. - 1:15 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-0595)24WA-0595 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
4/22/2024 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-0574)24WA-0574 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
4/18/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-0785)24WA-0785 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
5/14/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-0469)24WA-0469 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
4/3/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-0589)24WA-0589 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
4/20/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-1055)24WA-1055 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
6/14/2024 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-0767)24WA-0767 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
5/11/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-1075)24WA-1075 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
6/14/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0895)24WA-0895 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/1/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-0815)24WA-0815 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
5/18/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0838)24WA-0838 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
5/22/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-0927)24WA-0927 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
6/4/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-0676)24WA-0676 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
5/2/2024 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0724)24WA-0724 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
5/7/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1134)24WA-1134 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
6/21/2024 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-0866)24WA-0866 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
5/28/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-1146)24WA-1146 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
6/22/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-0718)24WA-0718 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
5/7/2024 | 5 - 6:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-0470)24WA-0470 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
4/3/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-1123)24WA-1123 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
6/20/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-1216)24WA-1216 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
6/27/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-0929)24WA-0929 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
6/4/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (23WA-681A)23WA-681A | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
3/29/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-1170)24WA-1170 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
6/25/2024 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-0530)24WA-0530 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
4/12/2024 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0848)24WA-0848 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
5/24/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-0751)24WA-0751 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
5/9/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (23WA-687A)23WA-687A | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
3/30/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-1014)24WA-1014 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
6/11/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Preparation of Forms 706 and 709: Line-by-Line (Webinar) (24WA-1167)24WA-1167 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/24/2024 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0792)24WA-0792 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
5/15/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0717)24WA-0717 | *Classification of workers as employees or independent contractors |
5/7/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-0868)24WA-0868 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
5/28/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (24WA-0962)24WA-0962 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
6/6/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1083)24WA-1083 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
6/15/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-0774)24WA-0774 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
5/13/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0626)24WA-0626 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
4/25/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0995)24WA-0995 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portability*Making a late election and IRS Section 9100 relief*How to opt-out of the election and hazards of not making the election for the client and practitioner*Determining the "last deceased spouse" for making the election*IRS examination issues when making the election*Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes*Use of QTIPs and QDOTs*A look at state death tax issues |
6/8/2024 | 3 - 5:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-1178)24WA-1178 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
6/25/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-0932)24WA-0932 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
6/4/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0877)24WA-0877 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
5/29/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-0679)24WA-0679 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
5/3/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-1181)24WA-1181 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
6/25/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-0944)24WA-0944 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
6/5/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-0659)24WA-0659 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
4/29/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-0916)24WA-0916 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
6/3/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0580)24WA-0580 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
4/19/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Employment Law 101 (Webinar) (24WA-0545)24WA-0545 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
4/13/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-1081)24WA-1081 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
6/15/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0540)24WA-0540 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
4/12/2024 | 9 - 10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0930)24WA-0930 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
6/4/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-1045)24WA-1045 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
6/13/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-0515)24WA-0515 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
4/9/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0798)24WA-0798 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
5/16/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-0503)24WA-0503 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
4/6/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0805)24WA-0805 | *Classification of workers as employees or independent contractors |
5/17/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-1020)24WA-1020 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
6/11/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-1184)24WA-1184 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
6/25/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0543)24WA-0543 | *Sexual harassment prevention*Company culture |
4/13/2024 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1244)24WA-1244 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
7/9/2024 | 5 - 9 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Tech Update (Webinar) (23WA-689A)23WA-689A | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
3/30/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-0632)24WA-0632 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
4/26/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1262)24WA-1262 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
7/22/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-0571)24WA-0571 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
4/17/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0985)24WA-0985 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
6/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-0754)24WA-0754 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
5/10/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-1033)24WA-1033 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
6/12/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-0437)24WA-0437 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
4/1/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1220)24WA-1220 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
6/28/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-0564)24WA-0564 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
4/16/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-0497)24WA-0497 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
4/5/2024 | 9 - 11:10 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-0731)24WA-0731 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
5/8/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-0833)24WA-0833 | *Information technology*Cryptocurrency*Blockchain |
5/22/2024 | 9:30 a.m. - 1:15 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-1177)24WA-1177 | *Federal non-compete law*State non-compete law |
6/25/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0804)24WA-0804 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
5/17/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0491)24WA-0491 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
4/5/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-1151)24WA-1151 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
6/22/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1056)24WA-1056 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
6/14/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-1106)24WA-1106 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
6/19/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (23WA-692A)23WA-692A | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
3/30/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (23WA-683A)23WA-683A | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
3/29/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-0441)24WA-0441 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
4/1/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-1176)24WA-1176 | *Employee relations*Leadership |
6/25/2024 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-1059)24WA-1059 | *Employee relations*Leadership |
6/14/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-0861)24WA-0861 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
5/25/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-1069)24WA-1069 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
6/14/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0459)24WA-0459 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
4/2/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-0547)24WA-0547 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
4/13/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-0710)24WA-0710 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
5/6/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Crucial Tax Topics 2021-2022 with Art Werner: Mergers and Acquisitions -- Complete Guide to Relevant Issues (Webinar) (24WA-0965)24WA-0965 | *Taxable asset acquisitions vs. non-taxable stock/equity acquisitions*What happens in an asset acquisition*What happens in a stock or equity acquisition*338 and 336 elections*Basics of 382*Basics of 280G*Earnouts and contingent payments*Assumed liabilities*Acquired reserves*Acquired deferred revenue*Treatment of transaction costs*Basics of mixed entity transactions*Very basic overview of tax-free re-organizations*High level overview of entity formations*High level overview of entity liquidations or termination |
6/7/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-0991)24WA-0991 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
6/8/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0972)24WA-0972 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
6/7/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-0746)24WA-0746 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
5/9/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-0709)24WA-0709 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
5/6/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0987)24WA-0987 | *Federal non-compete law*State non-compete law |
6/8/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-1179)24WA-1179 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understanding "aggregation"*Rental property as a trade or business*Identify how your clients can maximize the deduction*Planning ideas*Understand the Section 199A Regulations |
6/25/2024 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0907)24WA-0907 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
6/3/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0521)24WA-0521 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
4/10/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-1070)24WA-1070 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
6/14/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0652)24WA-0652 | *Employee relations*Leadership |
4/29/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0850)24WA-0850 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
5/24/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Tech Update (Webinar) (24WA-0869)24WA-0869 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
5/28/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-0451)24WA-0451 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
4/2/2024 | 5 - 6:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-0988)24WA-0988 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
6/8/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-0570)24WA-0570 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint |
4/17/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1061)24WA-1061 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
6/14/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0510)24WA-0510 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
4/8/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0908)24WA-0908 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
6/3/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-0629)24WA-0629 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
4/25/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-1255)24WA-1255 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
7/18/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-1048)24WA-1048 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
6/13/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0468)24WA-0468 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
4/2/2024 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-0460)24WA-0460 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
4/2/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0856)24WA-0856 | *Classification of workers as employees or independent contractors |
5/25/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-0779)24WA-0779 | *Information technology*Artificial Intelligence (AI) |
5/14/2024 | 12 - 4:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-1044)24WA-1044 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
6/13/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-0465)24WA-0465 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
4/2/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0886)24WA-0886 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
5/29/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-1105)24WA-1105 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
6/19/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-1122)24WA-1122 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
6/20/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-0520)24WA-0520 | *Information technology*Artificial Intelligence (AI) |
4/10/2024 | 10 a.m. - 2:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-1088)24WA-1088 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
6/17/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-1239)24WA-1239 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
6/29/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0654)24WA-0654 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
4/29/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-0463)24WA-0463 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
4/2/2024 | 5 - 6:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0817)24WA-0817 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
5/18/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0998)24WA-0998 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/10/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-0487)24WA-0487 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
4/5/2024 | 11 a.m. - 6:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-1063)24WA-1063 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
6/14/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0582)24WA-0582 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
4/19/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-0440)24WA-0440 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
4/1/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-0475)24WA-0475 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
4/3/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-0502)24WA-0502 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
4/6/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-0902)24WA-0902 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
6/1/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0617)24WA-0617 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
4/24/2024 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0584)24WA-0584 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
4/19/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-1067)24WA-1067 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
6/14/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-1052)24WA-1052 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
6/14/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-0621)24WA-0621 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
4/24/2024 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0637)24WA-0637 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
4/27/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-1147)24WA-1147 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
6/22/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-0495)24WA-0495 | *The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
4/5/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-0822)24WA-0822 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
5/20/2024 | 12:30 - 2:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-1017)24WA-1017 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
6/11/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-1254)24WA-1254 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
7/16/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-1226)24WA-1226 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
6/28/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-0719)24WA-0719 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
5/7/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-1128)24WA-1128 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
6/20/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0477)24WA-0477 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
4/4/2024 | 5 - 6:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-1057)24WA-1057 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
6/14/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0517)24WA-0517 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
4/10/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-1012)24WA-1012 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
6/11/2024 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0528)24WA-0528 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
4/12/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1224)24WA-1224 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
6/28/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-1175)24WA-1175 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
6/25/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-1234)24WA-1234 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
6/29/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-0456)24WA-0456 | *Information technology*Artificial Intelligence (AI) |
4/2/2024 | 12 - 4:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0656)24WA-0656 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
4/29/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-1219)24WA-1219 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
6/28/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0664)24WA-0664 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
4/29/2024 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-0961)24WA-0961 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
6/6/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Preparation of Forms 706 and 709: Line-by-Line (Webinar) (24WA-0981)24WA-0981 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/7/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-0842)24WA-0842 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
5/22/2024 | 11 a.m. - 1:10 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-0726)24WA-0726 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
5/7/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-1066)24WA-1066 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
6/14/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Employment Law 101 (Webinar) (24WA-0867)24WA-0867 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
5/28/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-1129)24WA-1129 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
6/21/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (23WA-673A)23WA-673A | *Overview of mid-market solutions*Probable third-party solutions required Accounting solutions for specific industries*Specific strategies to use on selecting a system*Guidance on preparatory steps and conversions |
3/28/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0799)24WA-0799 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
5/16/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-0796)24WA-0796 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
5/15/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-0541)24WA-0541 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
4/13/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0762)24WA-0762 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
5/11/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-1237)24WA-1237 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
6/29/2024 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-1107)24WA-1107 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint |
6/19/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (23WA-691A)23WA-691A | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
3/30/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-1038)24WA-1038 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
6/13/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-0839)24WA-0839 | *The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
5/22/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0458)24WA-0458 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
4/2/2024 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-0996)24WA-0996 | *Complete explanation of IRC Section1031*Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act*Advantages and disadvantages of paying the tax versus using an exchange*Understand the definition of like-kind property*Understand what a qualified intermediary is*Understand the need for an exchange accommodation title holder*Understand a reverse exchange*Understand a build-to-suit exchange*Understand the forty-five-day rule and how to calculate it*Precautions for property identification*Investment property versus property held for sale |
6/8/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (24WA-0464)24WA-0464 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
4/2/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0780)24WA-0780 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
5/14/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-0941)24WA-0941 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understanding "aggregation"*Rental property as a trade or business*Identify how your clients can maximize the deduction*Planning ideas*Understand the Section 199A Regulations |
6/5/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0740)24WA-0740 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
5/9/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0492)24WA-0492 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
4/5/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-0736)24WA-0736 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
5/8/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0668)24WA-0668 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
5/1/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1257)24WA-1257 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
7/19/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-0952)24WA-0952 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
6/6/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-1172)24WA-1172 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
6/25/2024 | 5 - 6:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (24WA-0552)24WA-0552 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
4/13/2024 | 5:15 - 6:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-1131)24WA-1131 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
6/21/2024 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0534)24WA-0534 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
4/12/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0640)24WA-0640 | *Federal non-compete law*State non-compete law |
4/27/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-0911)24WA-0911 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
6/3/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-1200)24WA-1200 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
6/26/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-0563)24WA-0563 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
4/16/2024 | 11 a.m. - 1:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-1156)24WA-1156 | *Overview of mid-market solutions*Probable third-party solutions required Accounting solutions for specific industries*Specific strategies to use on selecting a system*Guidance on preparatory steps and conversions |
6/24/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0934)24WA-0934 | *Performance target design*Target testing |
6/4/2024 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0810)24WA-0810 | *Performance target design*Target testing |
5/17/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-1204)24WA-1204 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
6/27/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-0486)24WA-0486 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
4/5/2024 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-0827)24WA-0827 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
5/21/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-1228)24WA-1228 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
6/28/2024 | 3 - 5:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-0596)24WA-0596 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
4/22/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-1214)24WA-1214 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
6/27/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-1148)24WA-1148 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
6/22/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-0959)24WA-0959 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
6/6/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-1253)24WA-1253 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
7/12/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-0708)24WA-0708 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
5/6/2024 | 9 a.m. - 4:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-0951)24WA-0951 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
6/6/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-0488)24WA-0488 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
4/5/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-1120)24WA-1120 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
6/19/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-0686)24WA-0686 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
5/3/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-0631)24WA-0631 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
4/26/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-0601)24WA-0601 | *Computer software*Google |
4/22/2024 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0957)24WA-0957 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
6/6/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-0553)24WA-0553 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
4/13/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1249)24WA-1249 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
7/10/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Tech Update (Webinar) (24WA-0760)24WA-0760 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
5/10/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-0561)24WA-0561 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
4/16/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-1163)24WA-1163 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
6/24/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0447)24WA-0447 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
4/1/2024 | 2 - 3 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-0924)24WA-0924 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
6/4/2024 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-1111)24WA-1111 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
6/19/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0615)24WA-0615 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
4/23/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (23WA-679A)23WA-679A | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
3/29/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0445)24WA-0445 | *Performance target design*Target testing |
4/1/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Preparation of Forms 706 and 709: Line-by-Line (Webinar) (24WA-0904)24WA-0904 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/1/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-1092)24WA-1092 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
6/17/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-1159)24WA-1159 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
6/24/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0663)24WA-0663 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
4/29/2024 | 2 - 3 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0666)24WA-0666 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
4/30/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-0888)24WA-0888 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint |
5/30/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-0651)24WA-0651 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
4/29/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-0481)24WA-0481 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
4/4/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-1027)24WA-1027 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
6/11/2024 | 1 - 3:10 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-1191)24WA-1191 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
6/25/2024 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0624)24WA-0624 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
4/25/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-0942)24WA-0942 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
6/5/2024 | 11 a.m. - 6:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-0765)24WA-0765 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
5/11/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-1005)24WA-1005 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
6/10/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-1162)24WA-1162 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
6/24/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-1127)24WA-1127 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
6/20/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-1250)24WA-1250 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
7/12/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-0628)24WA-0628 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
4/25/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-1004)24WA-1004 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
6/10/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0935)24WA-0935 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
6/4/2024 | 1 - 2 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Buying, Selling or Gifting a Business Creatively (Webinar) (24WA-1173)24WA-1173 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreement" Issues*Liquidity Issues |
6/25/2024 | 3 - 5:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0922)24WA-0922 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
6/4/2024 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-1209)24WA-1209 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
6/27/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Tech Update (Webinar) (24WA-0603)24WA-0603 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
4/22/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-0928)24WA-0928 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint |
6/4/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-1102)24WA-1102 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of trust entities*Understanding various fiduciary issues*Understanding the basics of Subchapter J of the Internal Revenue Code |
6/18/2024 | 11 a.m. - 4:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-0975)24WA-0975 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
6/7/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-1232)24WA-1232 | *Information technology*Artificial Intelligence (AI) |
6/29/2024 | 10 a.m. - 2:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-0750)24WA-0750 | *Computer software*Google |
5/9/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1140)24WA-1140 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
6/22/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0612)24WA-0612 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
4/23/2024 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0752)24WA-0752 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
5/10/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-0605)24WA-0605 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
4/22/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-0560)24WA-0560 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
4/16/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0567)24WA-0567 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
4/17/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-0504)24WA-0504 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
4/6/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0756)24WA-0756 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
5/10/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-1169)24WA-1169 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
6/25/2024 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0648)24WA-0648 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
4/29/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-0699)24WA-0699 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
5/4/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-0671)24WA-0671 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
5/1/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-1053)24WA-1053 | *Classification of workers as employees or independent contractors |
6/14/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-1010)24WA-1010 | *Sexual harassment prevention*Company culture |
6/11/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-0565)24WA-0565 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
4/16/2024 | 3 - 5:10 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-1192)24WA-1192 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
6/25/2024 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (24WA-1188)24WA-1188 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
6/25/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-0802)24WA-0802 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
5/16/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0586)24WA-0586 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
4/19/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0713)24WA-0713 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
5/6/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0878)24WA-0878 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
5/29/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0984)24WA-0984 | *Classification of workers as employees or independent contractors |
6/8/2024 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Employment Law 101 (Webinar) (24WA-1011)24WA-1011 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
6/11/2024 | 5 - 6:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Tech Update (Webinar) (24WA-0958)24WA-0958 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
6/6/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0609)24WA-0609 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
4/23/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-1064)24WA-1064 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understanding "aggregation"*Rental property as a trade or business*Identify how your clients can maximize the deduction*Planning ideas*Understand the Section 199A Regulations |
6/14/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-0682)24WA-0682 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
5/3/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-1118)24WA-1118 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
6/19/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Partnership Tax Updates (Webinar) (24WA-0661)24WA-0661 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception |
4/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-1046)24WA-1046 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
6/13/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-1040)24WA-1040 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
6/13/2024 | 5 - 6 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-0912)24WA-0912 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
6/3/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-1150)24WA-1150 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
6/22/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-0479)24WA-0479 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
4/4/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-0619)24WA-0619 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
4/24/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-0949)24WA-0949 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
6/5/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0776)24WA-0776 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
5/14/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (24WA-0606)24WA-0606 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
4/22/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-1229)24WA-1229 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
6/28/2024 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0978)24WA-0978 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
6/7/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1193)24WA-1193 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
6/26/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-1183)24WA-1183 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
6/25/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0669)24WA-0669 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
5/1/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-0795)24WA-0795 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
5/15/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-1252)24WA-1252 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
7/12/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-0845)24WA-0845 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
5/23/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-0472)24WA-0472 | *Computer software*Google |
4/3/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Employment Law 101 (Webinar) (24WA-0730)24WA-0730 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
5/8/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0824)24WA-0824 | *Employee relations*Leadership |
5/21/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1130)24WA-1130 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
6/21/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-0733)24WA-0733 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
5/8/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0923)24WA-0923 | *Classification of workers as employees or independent contractors |
6/4/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0511)24WA-0511 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
4/8/2024 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-1047)24WA-1047 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
6/13/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-1002)24WA-1002 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
6/10/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0788)24WA-0788 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
5/14/2024 | 5 - 6:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-1098)24WA-1098 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
6/17/2024 | 3 - 5:10 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-0678)24WA-0678 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
5/2/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-0823)24WA-0823 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
5/21/2024 | 5 - 6:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Paperless Office (Webinar) (24WA-0442)24WA-0442 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
4/1/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-0820)24WA-0820 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
5/20/2024 | 10:30 a.m. - 12:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1248)24WA-1248 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
7/10/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-1217)24WA-1217 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
6/27/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-0453)24WA-0453 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
4/2/2024 | 5 - 6:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0531)24WA-0531 | *Employee relations*Leadership |
4/12/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-0954)24WA-0954 | *Overview of mid-market solutions*Probable third-party solutions required Accounting solutions for specific industries*Specific strategies to use on selecting a system*Guidance on preparatory steps and conversions |
6/6/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0855)24WA-0855 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
5/25/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1077)24WA-1077 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
6/15/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0662)24WA-0662 | *Performance target design*Target testing |
4/29/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0936)24WA-0936 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
6/4/2024 | 5 - 6 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-1231)24WA-1231 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
6/28/2024 | 11 a.m. - 1:10 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-0743)24WA-0743 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
5/9/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-0974)24WA-0974 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
6/7/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-0901)24WA-0901 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
6/1/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-0884)24WA-0884 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
5/29/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0896)24WA-0896 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/1/2024 | 3 - 6:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0536)24WA-0536 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
4/12/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's The Digital Home (Webinar) (24WA-1242)24WA-1242 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
6/29/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-1164)24WA-1164 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
6/24/2024 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (24WA-1071)24WA-1071 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
6/14/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0697)24WA-0697 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
5/4/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course for Licensure (Self-Study) (23SI-0001)23SI-0001 | *AICPA Code of Professional Conduct and its conceptual framework
*Ethics and independence rules from the AICPA and other regulators, including the U.S. government
*Activities that discredit the profession
*Ethics interpretations issued by the AICPA Professional Ethics Executive Committee (PEEC)
*Non-compliance with laws and regulations (NOCLAR)
*AICPA Statements on Standards for Tax Services (SSTSs)
*U.S. Treasury Department’s Circular No. 230
*Internal Revenue Service (IRS) penalty provisions |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | 8 Ethics |
Featured Leadership Academy (In-person) (24SR-0001)24SR-0001 | *Workshop 1 – Leadership Foundations
Leadership in a professional service firm; building a strong personal foundation; your unique qualities and how they impact your leadership approach; creating your leadership development plan. (8 CPE)
*Workshop 2 – How to Lead Well in All Directions
Leading yourself; leadership challenges; work-life tensions; leading across, down and up; emotional intelligence; 360-degree feedback. (8 CPE)
*Workshop 3 – Essential Leadership Skills
Coaching skills; the anatomy of a coaching session; communication and difficult conversations; effective delegation; engaging and productive meetings; leading in a remote or hybrid environment. (8 CPE)
*Workshop 4 – The Innovative and Strategic Leader
Strategic thinking and innovation skills; building high-performance teams; adaptive and situational leadership; leading change; closing session with sponsoring partners. (8 CPE)
*Personalized Training Session
50-minute Zoom session with instructor to review your leadership development plan progress and develop next steps unique to your leadership journey. (1 CPE) |
6/26/2024 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 33 CPE (0 tech, 33 non-tech) | 1.5 Ethics |
401(k) Audit Basics: Part 3 - Distribution Testing, Investments and Audit Wrap-up (Webinar) (24WI-0061)24WI-0061 | *Plan distributions and benefit payments*Investments and related disclosures*ERISA Section 103(a)(3)(C) audits*Audit wrap-up |
5/14/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
401(k) Audit Basics: Part 4 - Notes to Financial Statements and Current Topics (Webinar) (24WI-0063)24WI-0063 | *Unique plan financial statement disclosures*Hot topics for your 2024 EBP audits*Q&As |
5/22/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Practice Quarterly: 2024 Cybersecurity and Innovation in Tax (Webinar) (24WI-0062)24WI-0062 | *Data security*Innovation in tax technology*Current cybersecurity threats*Steps to take to prevent a cyber incident*What to do if a cybersecurity incident occurs*What a cyber incident response process looks like |
5/17/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Spring Tax Rewind (Webinar) (24WI-0060)24WI-0060 | *Proposed tax law changes and fundamental tax reform discussions*Tax practice and procedures best practices and reminders*Recent changes to IRS regulations and other guidance |
5/8/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
401(k) Audit Basics: Part 2 - Participant Data and Contributions Testing (Webinar) (24WI-0059)24WI-0059 | *Participant data testing*401(k) plan contribution types*Parties in interest and prohibited transactions |
5/2/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Accounting for Digital Assets Under U.S. GAAP, Part IV (Webinar) (24WI-0058)24WI-0058 | *What is crypto lending?*The meaning of commonly used crypto lending terms*How the nature of the crypto asset and the terms of the lending arrangement affect accounting arrangements*Which disclosures are applicable based on the facts and circumstances |
4/10/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Tax Practice Quarterly: 2024 Future-Focused Tax Practice Forum (Webinar) (24WI-0064)24WI-0064 | *Tax practice management*Outsourcing*Offshoring*Virtual tax practice/remote work*Staff management strategies*Billing and client service strategies |
6/18/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Summer Tax Rewind (Webinar) (24WI-0065)24WI-0065 | *Proposed tax law changes and fundamental tax reform discussions*Tax practice and procedures best practices and reminders*Recent changes to IRS regulations and other guidance |
7/17/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Featured MNCPA Management & Business Advisers Conference (MBAC24) (24CF-MBAC)24CF-MBAC | |
6/11/2024 | 8 a.m. - 5 p.m. | Brooklyn Center, MN and Online | 24 CPE (see agenda) | 5 Ethics |
Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment (Webinar) (24WS-0063)24WS-0063 | *An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance*An overview of sexual harassment and workplace retaliation*The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance*Review a compliant procedure for handling harassment concerns |
4/16/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Unconscious Bias for Employees: Raising the Bar for Workplace Conduct (Webinar) (24WS-0054)24WS-0054 | *The role of respect in creating an inclusive workplace*Teaching employees a "red light, yellow light, green light" framework*Common derailers, including workplace gossip, ignoring mistakes, and unconscious bias*Strategies for reducing the impact of these derailers*Unconscious bias, including the five defining characteristics of unconscious bias*A framework for handling mistakes and using them to build trust and respect in the workplace |
4/2/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Representing a Client in an IRS Audit (Webinar) (24WS-0065)24WS-0065 | *Substantially increased IRS funding provided by the Inflation Reduction Act*IRS test program in 2024 to determine if it should prepare tax returns*Using improved data and analytics to tailor timely collections contacts*Auditing large corporations and partnerships*Audits of high income and high net worth individuals*Information Document Requests*What happens when a client agrees or disagrees with the IRS's audit findings*The Dirty Dozen: roadmap to IRS audit issues |
4/17/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Handling Difficult People (Webinar) (24WS-0077)24WS-0077 | *Problem solving step process for handling difficult people*Effective communication techniques including active listening and phraseology*Scripting what you say to prepare to engage with a difficult person*Emotions and their impact: mine and theirs |
4/30/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Coaching Skills for Managers and Supervisors (Webinar) (24WS-0058)24WS-0058 | *The definition of "coaching" and the coaching process*Characteristics of effective coaches*Coaching strategies to support and assist others as they change ineffective behaviors*Conducting one-on-one coaching sessions for setting goals and improving performance |
4/9/2024 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Reasonable Suspicion (Webinar) (24WS-0062)24WS-0062 | *The psychosocial, physiological, and behavioral aspects of drug and alcohol abuse in the workplace*The impact of drug and alcohol abuse on workplace safety*The possible connection between performance issues and drug or alcohol abuse*The role of documentation in reasonable suspicion testing*Confidentiality concerns in the testing process |
4/15/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (24WS-0076)24WS-0076 | *Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition*Timing and types of leave under the FMLA*Calculating leave time under the FMLA*Employer and employee notice requirements*The definition of a "disability" under ADA*An employer's obligation to provide employees with a reasonable accommodation under the ADA*Guidance on engaging in the interactive process*Dos and don'ts of medical certifications*The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act |
4/30/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Social Security: Dispelling Common Myths with Essential Truths (Webinar) (24WS-0070)24WS-0070 | *Will Social Security be there for me?*How is my benefit calculated?*Can I claim my benefit and work too?*When do I stop paying Social Security taxes?*Why does my government pension cause my benefits to be reduced?*Can I claim spousal benefits now and my own later?*What is my breakeven?*Can I claim benefits from my ex-spouse?*What do you mean I may pay taxes on my income benefits? |
4/24/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Managing People Through Motivation (Webinar) (24WS-0075)24WS-0075 | *What it means to engage people*Get your employees charged*What truly motivates your employees*Using the C.A.R.E. model to improve employee motivation through case studies |
4/29/2024 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Ethics for the Industry Accountant (Webinar) (24WS-0069)24WS-0069 | *What are ethics?*Why study ethics?*Ethical responsibilities of CPAs*Professional code of ethics and conduct*AICPA Codification -- updated*Ethical dilemmas*CPA vision*Real disciplinary cases to illustrate critical points |
4/24/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate (Webinar) (24WS-0064)24WS-0064 | *The federal transfer tax exemption for 2023*What constitutes a valid will*Common trust vehicles often used to safeguard assets*Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount |
4/17/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation (Webinar) (24WS-0061)24WS-0061 | *Increase productivity and profitability*Communicate better and resolve conflict*Learn teamwork principles in today's changing accounting workplace*Motivate yourself and your team |
4/11/2024 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's A Complete Guide to Offers in Compromise (Webinar) (24WS-0078)24WS-0078 | *Legislative history*American Jobs Creation Act of 2004 and changes to IRC Section 6159*Comprehensive coverage of the three main types of OIC*Doubts as to collectability (DATC)*Doubts as to liability (DATL)*Effective tax administration (ETA)*Hybrid of DATC*Detailed walk-through of the process and key terms*Practical solutions and success rates*Various scams |
4/30/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's How to Conduct an Effective Virtual Interview (Webinar) (24WS-0055)24WS-0055 | *Assessing the organizational fit of a candidate*Reducing bias throughout the interview process*Successfully conducting a virtual interview*Key legal dos and don'ts of the interviewing process |
4/2/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Critical Conversations (Webinar) (24WS-0066)24WS-0066 | *High stakes conversations where the goal or outcome is paramount*A Critical Conversation Worksheet to use as a tool*Self-assessment of interpersonal approaches on a continuum from aggressive to silent*The stories: mine and yours -- are they the same?*Contrast statements for ensuring a shared understanding*Building confidence in conducting a Critical Conversation |
4/18/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Progressive Discipline and Termination (Webinar) (24WS-0059)24WS-0059 | *Defining progressive discipline, including typical steps in any progressive discipline process*The importance of a fair disciplinary process*When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination*Documentation best practices*Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation*Avoiding key risks in the termination process*Best practices for legally compliant termination procedures |
4/10/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (24WS-0068)24WS-0068 | *Rental income and expense calculation and reporting*Deciphering Schedule E (Form 1040)*Nuances of vacation home rules*Passive activity loss rules: foundations and implications*Active vs. material participation in rental activities*Tax reporting: how to group passive activities*Limitations on passive losses: at-risk rules and deductions*Classifying rental real estate activities*Navigating exceptions in rental real estate taxation |
4/23/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment (Webinar) (24WS-0071)24WS-0071 | *An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance*An overview of sexual harassment and workplace retaliation*The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance*Review a compliant procedure for handling harassment concerns |
4/24/2024 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Accountability: Stop the Blame Game (Webinar) (24WS-0074)24WS-0074 | *Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results*Designing and using clear agreements that provide clarity*Skills for holding yourself and others accountable for results, no matter what*Knowing where you are in the accountability game...what you do/don't do well |
4/29/2024 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (24WS-0056)24WS-0056 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets |
4/5/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Webinar) (24WS-0057)24WS-0057 | *The causes of burnout in the accounting profession*Effects of burnout on employee well-being*Strategies to protect employee well-being in a highly demanding profession*Organizational costs associated with employee burnout*Tools used to measure employee well-being |
4/9/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-Through Entities (Webinar) (24WS-0073)24WS-0073 | *How to calculate a partner or S corporation shareholder's basis*Form 7203 and an S corporation shareholder's basis*The at risk basis rules and Form 6198*The passive activity loss limits*The Section 461(l) loss rule*The net operating loss limitation rules*The Section 163(j) business interest limitation |
4/26/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Unconscious Bias for Managers, Supervisors, and Executives (Webinar) (24WS-0067)24WS-0067 | *Unconscious bias, including the five defining characteristics of unconscious bias*The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers*The concept of microaggressions, with examples*An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills*A framework for handling mistakes and using them to build trust and respect in the workplace |
4/23/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's The Art of Delegation: Strategies for Improving Your Skills (Webinar) (24WS-0060)24WS-0060 | *What is delegation?*Why is delegation important?*When and to whom should tasks be assigned?*How can you delegate effectively?*How do you deal with problems and issues when they arise? |
4/11/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Management Fundamentals (Webinar) (24WS-0072)24WS-0072 | *What it takes to be effective as a manager*Exploring the challenges that get in the way*Looking at the driving forces that have evolved how managers engage with employees today*Motivating employees of multi-generations*Twelve practices that can be adopted to influence employees to become more engaged*Identifying what it takes to develop employees*Delegation and accountability |
4/26/2024 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Quick Confidence with Alteryx: A CPA's Path to Data Mastery (Webinar) (23WC-1298)23WC-1298 | *Alteryx terminology*The complementary relationship between Alteryx and Excel*Importing data into Alteryx: an introduction to the Input Data Tool*The Select Records Tool*The Dynamic Rename Tool*The Output Data Tool |
3/28/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
179D Today and Tomorrow: The Future of Green Building Tax Incentives (Webinar) (23WC-1305)23WC-1305 | *Overview of the 179D Deduction*The expansion and increased impact of 179D in future years*Overview of the Retrofit Program for 179D*What the Inflation Reduction Act means for building owners and designers of buildings |
3/28/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Interaction Between Cost Segregation and 1031 Exchanges (Webinar) (23WC-1304)23WC-1304 | *Cost Segregation Basis - 1245 and 1250 property definitions*Final 1031 Regulations updates*Basic computation and bonus depreciation impacts*When an opportunity is optimal |
3/28/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Agriculture Tax & Accounting Conference (Virtual) (24CF-AGRC)24CF-AGRC | *Long-term care issues for farmers*Succession planning for farms*The details of the 2024 Farm Bill*Accounting and auditing updates |
8/14/2024 | 8:30 a.m. - 5 p.m. | Online | 8 CPE (see agenda) | |
MNCPA Audits of School Districts Conference (24CF-SCHL)24CF-SCHL | |
6/3/2024 | 8 a.m. - 4:45 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | |
MNCPA Estate & Personal Financial Planning Conference (24CF-EPFP)24CF-EPFP | |
6/17/2024 | 8:30 a.m. - 4:45 p.m. | Brooklyn Center, MN and Online | 16 CPE (see agenda) | |
MNCPA Audits of Employee Benefit Plans Conference (24CF-EBPA)24CF-EBPA | |
5/20/2024 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | |
MBAexpress: The Art of Effective Writing -- V2.0 (Webinar) (24WI-0161)24WI-0161 | *Formatting words for readability*Making your point*Active writing versus passive writing*Choosing words for understandability*Using emoticons and punctuation*Bad writing examples |
6/12/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics in the World of AI: An Accountant's Guide to Managing the Risks (Webinar) (24WI-0146)24WI-0146 | *Business uses of AI*Nine risk areas of AI*Three ethical frameworks*Risk mitigation strategies |
6/4/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Essential Skills for Powerful Business Writing (Webinar) (24WI-0134)24WI-0134 | *Save time by planning and organizing your writing*Prepare beginnings and endings that grab and keep the reader's attention*Put your writing on a diet, cut the fat and write concisely*Writing mechanics including word usage, grammar, punctuation, and proofreading*Edit and polish your writing for maximum impact*Practice with real-world writing makeovers |
5/22/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Mind the Gap: Embrace Generational Diversity, Maximize Talent (Webinar) (24WI-0183)24WI-0183 | *Review of the forces and factors creating each of the generations*Description of each generation's strengths, weaknesses, likes, dislikes, and values*Discussion of each generation's desired methods of: working, learning, leadership and communication |
6/27/2024 | 8 - 9:30 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Remote Leadership: The Four "Ps" That Remote Teams Need to Thrive (Webinar) (24WI-0153)24WI-0153 | *Culture's driving force*Shared vision and purpose*Employee engagement*Communication*Platforms and tools*Process and rhythm to execute |
6/6/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Building Resiliency: The Upside of Stress (Webinar) (24WI-0174)24WI-0174 | *How your view of stress determines its effect on you*Think of stress differently so that it is beneficial rather than harmful*The benefits of stress*How to cultivate a mindset that embraces stress and activates the brain's natural ability to learn from it |
6/21/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Key Financial and Economic Issues Facing the Financial Executive (Webinar) (24WI-0138)24WI-0138 | *Strategic, operational planning and risk management*Regulatory, Fiscal and Monetary policies impact on the organization*Managing the finances of the organization during periods of rapid changes*Managing risk in an uncertain economic climate |
5/28/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
MBAexpress: Latest in Leadership -- V2.0 (Webinar) (24WI-0081)24WI-0081 | *Leadership attributes*Leadership styles*Improvisation*Listening to understand vs. listening to respond |
4/9/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Technology - Must Have Excel Competencies (Webinar) (23WI-1030)23WI-1030 | *Reality of Excel use*Gartner - Magic Quadrant of tools for data analysis*Will Excel go away?*Two essential Lean principles*Misuses of Excel*APIs (Automated Program Interfaces)*Relationship between Excel and data analytics*Excel tips and tricks |
3/29/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Mind the Gap: Embrace Generational Diversity, Maximize Talent (Webinar) (24WI-0141)24WI-0141 | *Review of the forces and factors creating each of the generations*Description of each generation's strengths, weaknesses, likes, dislikes, and values*Discussion of each generation's desired methods of: working, learning, leadership and communication |
5/30/2024 | 8 - 9:30 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Next Steps Series: The Next Generation -- A Different Take on the Generations (Webinar) (24WI-0094)24WI-0094 | *The modern workforce, from both a generational angle and from a societal viewpoint*How to change communication patterns to reach across the workforce*The effort based on the makeup of the workforce, with Millennials the largest cohort*Strategies and tips for managing the new workforce*A reminder about the importance of Ethics and Integrity to the sustainability of a high-performing culture |
4/16/2024 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Client Needs -- Beyond Best Practices in Client and Customer Service (Webinar) (24WI-0067)24WI-0067 | *Methods for defining the client and what their needs are*Setting business strategy to build loyalty*The difference between customer service and customer experience*Tactics for building a deeper relationship with clients, including personal branding |
4/1/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Power of Women's Networks (Webinar) (24WI-0096)24WI-0096 | *The importance of mentors, sponsors and coaches for yourself and for those at lower levels*Time management to reduce working overtime*How to be more present and productive*Health and scientific research about improving executive skills*Aligning career and personal life |
4/17/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics in the World of AI: An Accountant's Guide to Managing the Risks (Webinar) (24WI-0114)24WI-0114 | *Business uses of AI*Nine risk areas of AI*Three ethical frameworks*Risk mitigation strategies |
5/6/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Unleash the Power of AI: A CPA's Guide to ChatGPT (Webinar) (24WI-0142)24WI-0142 | *Practical examples of productivity improvements using ChatGPT*Live demonstration of ChatGPT |
5/30/2024 | 12 - 1:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Controller Series: Communicating for Connections with Coworkers, Customers and Stakeholders (Webinar) (24WI-0103)24WI-0103 | *What are the three types of misconceptions of communication?*What are the different types of personality styles in the workplace?*How to communicate with the different types of personality styles effectively |
4/23/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Engagement -- Motivating the Next Workforce (Webinar) (24WI-0086)24WI-0086 | *Understanding motivational theories for the modern employee*Hiring well*Engagement tools*Using active listening skills*New leadership model*High performers and low performers*Generations*Millennials*The motivational chain |
4/11/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Mind the Gap: Embrace Generational Diversity, Maximize Talent (Webinar) (24WI-0107)24WI-0107 | *Review of the forces and factors creating each of the generations*Description of each generation's strengths, weaknesses, likes, dislikes, and values*Discussion of each generation's desired methods of: working, learning, leadership and communication |
4/26/2024 | 12 - 1:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Controller Series: Establishing, Maximizing and Communicating Internal Controls (Webinar) (24WI-0092)24WI-0092 | *How do you define internal controls?*Three objectives of internal controls*The COSO Cube*Elements of a Successful System |
4/16/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Creating a Winning Culture (Webinar) (24WI-0095)24WI-0095 | *Culture - Why, What, and the Magnetic Firm*Purpose-driven*Great Leadership*Culture of Growth*Inspiring Workplace |
4/17/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Thanks for the Feedback: Lessons in Giving and Receiving Feedback (Webinar) (24WI-0167)24WI-0167 | *Definition of feedback*Types of feedback*Emotions triggered by feedback*Barriers to feedback*How to be comfortable with being uncomfortable*Blind spots*SBI Method |
6/14/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Financial Storytelling: The Key to Growing Your Organization (Webinar) (24WI-0098)24WI-0098 | *Communicating financial information in an influential way*Telling more effective stories with your financial data*Connecting with your audience through real world examples*Interpreting and presenting complex financial information through storytelling*Unlocking the powerful story hidden within the numbers |
4/19/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
MBAexpress: Good Governance -- V2.0 (Webinar) (24WI-0171)24WI-0171 | *Duty of care*Duty of loyalty*Increased risk factors*Minimizing liability*Ethical strategies |
6/18/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Strategic Foresight (Webinar) (24WI-0155)24WI-0155 | *Becoming FutureReady*The Two-Curve Model*Demonstration of exponentials*Rogers Innovation Adoption Curve*Hype cycles*Different types of innovation |
6/7/2024 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
MBAexpress: Smarter Decision Making -- V2.0 (Webinar) (24WI-0157)24WI-0157 | *Decision-making styles*Solving problems*Decision fatigue*Organizational factors*Anchor effect*Psychological factors |
6/10/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Engagement -- Motivating the Next Workforce (Webinar) (24WI-0119)24WI-0119 | *Understanding motivational theories for the modern employee*Hiring well*Engagement tools*Using active listening skills*New leadership model*High performers and low performers*Generations*Millennials*The motivational chain |
5/9/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Leading in Exponential Times (Webinar) (24WI-0136)24WI-0136 | *The 5 C's of leading during exponential times*Harness the powerful trends of the Fourth Industrial Revolution accelerated by the pandemic*Learn about the skills you will need to thrive in a world of exponentials*Create a winning culture that can thrive in the VUCA world*Become a proactive future-focused leader that drives transformation and avoids disruption |
5/23/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
MBAexpress: Business Process Improvement -- V2.0 (Webinar) (23WI-1031)23WI-1031 | *Benefits of lean*Lean in a service organization*Flow organization*Reducing costs*Maximizing productivity*Minimizing waste and re-work*Best practices*The lean business*Value and value stream*Pursuit of perfection*Employee empowerment |
3/29/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Thanks for the Feedback: Lessons in Giving and Receiving Feedback (Webinar) (24WI-0090)24WI-0090 | *Definition of feedback*Types of feedback*Emotions triggered by feedback*Barriers to feedback*How to be comfortable with being uncomfortable*Blind spots*SBI Method |
4/15/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Communicating for Connections with Coworkers, Customers and Stakeholders (Webinar) (24WI-0172)24WI-0172 | *What are the three types of misconceptions of communication?*What are the different types of personality styles in the workplace?*How to communicate with the different types of personality styles effectively |
6/20/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
MBAexpress: Listening for Leaders -- V2.0 (Webinar) (24WI-0083)24WI-0083 | *Types of listening*Levels of listening*Listening to respond*Introverts and extroverts*Listening bias*Body language |
4/10/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Engagement -- Motivating the Next Workforce (Webinar) (24WI-0158)24WI-0158 | *Understanding motivational theories for the modern employee*Hiring well*Engagement tools*Using active listening skills*New leadership model*High performers and low performers*Generations*Millennials*The motivational chain |
6/10/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Inclusion -- Building a Sustainable Culture of Diversity (Webinar) (24WI-0166)24WI-0166 | *Modern definitions of diversity and inclusion*Diverse work environment*Types of diversity*The importance of people as a competitive advantage*Characteristics of high performers*Generation Millennials and WIFI*Recruiting on Linkedin*Ethical ties to diversity and inclusion*The art of Culture*Managing diverse workforces*Bias pitfalls*Diversity task force*Metrics to use in the measurement of the effectiveness of a Diversity and Inclusion program |
6/14/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Unleash the Power of AI: A CPA's Guide to ChatGPT (Webinar) (24WI-0099)24WI-0099 | *Practical examples of productivity improvements using ChatGPT*Live demonstration of ChatGPT |
4/19/2024 | 12 - 1:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Controller Series: Insightful Financial Analysis (Webinar) (24WI-0104)24WI-0104 | *Reasons why it's so difficult to provide an "insightful" financial analysis*What is the definition of a financial analysis*The six steps of a financial analysis |
4/24/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
A Future Ready Innovation Framework (Webinar) (24WI-0077)24WI-0077 | *Innovation -- why it matters now*The three types of innovation -- a useful framework*Differentiating and transformational innovation -- Doors 2 & 3*Developing your Innovation System |
4/8/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Mind the Gap: Embrace Generational Diversity, Maximize Talent (Webinar) (23WI-1029)23WI-1029 | *Review of the forces and factors creating each of the generations*Description of each generation's strengths, weaknesses, likes, dislikes, and values*Discussion of each generation's desired methods of: working, learning, leadership and communication |
3/28/2024 | 1 - 2:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Next Steps Series: Development -- Moving From Employee to Manager to Leader (Webinar) (24WI-0152)24WI-0152 | *The differences between being an employee versus a manager or leader*New skills needed*Letting go of your old role*Building a coaching culture*Motivating people*Goal setting*Leader credibility*Delegating tasks*Handling feedback*Managing friends*Aligning leadership with strategy |
6/6/2024 | 7 - 8:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Sending and Receiving the Gift of Feedback (Webinar) (24WI-0180)24WI-0180 | *The three types of feedback and when to use each*Type 1: Evaluation*Type 2: Appreciation*Type 3: Coaching*Commonality in all three*Identify the barriers and blind spots in receiving feedback*Recognize how emotions turn feedback into a battle*Solicited & unsolicited feedback |
6/26/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
MBAexpress: The Art of Effective Writing -- V2.0 (Webinar) (24WI-0110)24WI-0110 | *Formatting words for readability*Making your point*Active writing versus passive writing*Choosing words for understandability*Using emoticons and punctuation*Bad writing examples |
4/30/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Strategic Foresight (Webinar) (24WI-0073)24WI-0073 | *Becoming FutureReady*The Two-Curve Model*Demonstration of exponentials*Rogers Innovation Adoption Curve*Hype cycles*Different types of innovation |
4/4/2024 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Ethics: Critical Thinking, Case Studies and Fraud (Webinar) (24WI-0111)24WI-0111 | *AICPA Code of Professional Conduct*CPA responsibilities and AU-C 315*The new AICPA Ethics Codification*Disciplinary cases and actions*CPA Vision*Seminal events*The impact of ethical and unethical conduct on our profession |
5/1/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Strategic Foresight (Webinar) (24WI-0132)24WI-0132 | *Becoming FutureReady*The Two-Curve Model*Demonstration of exponentials*Rogers Innovation Adoption Curve*Hype cycles*Different types of innovation |
5/21/2024 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Principles of Collaboration: Weigh Into the Buy In (Webinar) (24WI-0122)24WI-0122 | *Collaboration -- Why it matters now*Definition of collaboration*How to facilitate collaboration*Collaboration techniques*Examples of collaboration |
5/13/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Essential Skills for Powerful Business Writing (Webinar) (24WI-0082)24WI-0082 | *Save time by planning and organizing your writing*Prepare beginnings and endings that grab and keep the reader's attention*Put your writing on a diet, cut the fat and write concisely*Writing mechanics including word usage, grammar, punctuation, and proofreading*Edit and polish your writing for maximum impact*Practice with real-world writing makeovers |
4/10/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Getting Comfortable with Being Uncomfortable (Webinar) (24WI-0084)24WI-0084 | *Diversity*Unconscious bias*Emerging technologies*Talent management |
4/11/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Getting Comfortable with Being Uncomfortable (Webinar) (24WI-0120)24WI-0120 | *Diversity*Unconscious bias*Emerging technologies*Talent management |
5/10/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Next Steps Series: The Next Generation -- A Different Take on the Generations (Webinar) (24WI-0128)24WI-0128 | *The modern workforce, from both a generational angle and from a societal viewpoint*How to change communication patterns to reach across the workforce*The effort based on the makeup of the workforce, with Millennials the largest cohort*Strategies and tips for managing the new workforce*A reminder about the importance of Ethics and Integrity to the sustainability of a high-performing culture |
5/17/2024 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Principles of Collaboration: Weigh Into the Buy In (Webinar) (24WI-0149)24WI-0149 | *Collaboration -- Why it matters now*Definition of collaboration*How to facilitate collaboration*Collaboration techniques*Examples of collaboration |
6/5/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Next Steps Series: Inclusion -- Building a Sustainable Culture of Diversity (Webinar) (24WI-0089)24WI-0089 | *Modern definitions of diversity and inclusion*Diverse work environment*Types of diversity*The importance of people as a competitive advantage*Characteristics of high performers*Generation Millennials and WIFI*Recruiting on Linkedin*Ethical ties to diversity and inclusion*The art of Culture*Managing diverse workforces*Bias pitfalls*Diversity task force*Metrics to use in the measurement of the effectiveness of a Diversity and Inclusion program |
4/15/2024 | 7 - 8 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
CANCELLED - Futuristic Audit Trends: The Future is Now (Webinar) (24WI-0179)24WI-0179 | *Cloud technology, AI, Machine Learning and Blockchain*Cloud Advisory services*Utilization of remote technology and technologic innovations to create more efficient engagements*Next steps for audit firms to avoid being disrupted |
6/25/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Leading in Exponential Times (Webinar) (24WI-0159)24WI-0159 | *The 5 C's of leading during exponential times*Harness the powerful trends of the Fourth Industrial Revolution accelerated by the pandemic*Learn about the skills you will need to thrive in a world of exponentials*Create a winning culture that can thrive in the VUCA world*Become a proactive future-focused leader that drives transformation and avoids disruption |
6/11/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
MBAExpress: Emotional Intelligence -- V2.0 (Webinar) (24WI-0163)24WI-0163 | *What is emotional intelligence?*Benefits of emotional intelligence*Steps to increase your emotional intelligence*Emotional intelligence in decision-making*Self-awareness*Skills to get ahead*Relationship management |
6/13/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
MBAexpress: Effective Change Management -- V2.0 (Webinar) (24WI-0177)24WI-0177 | *Different personality traits and how they might react during a time of change*The five change management principles*Kotter's 8 step change model*The Murphy plow story |
6/24/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Technology - Must Have Excel Competencies (Webinar) (24WI-0093)24WI-0093 | *Reality of Excel use*Gartner - Magic Quadrant of tools for data analysis*Will Excel go away?*Two essential Lean principles*Misuses of Excel*APIs (Automated Program Interfaces)*Relationship between Excel and data analytics*Excel tips and tricks |
4/16/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Greatness -- Building a Productive, Resilient Workforce (Webinar) (24WI-0162)24WI-0162 | *Hiring the "best fit" for tough jobs at all levels*Cloning your top performers*Motivating and managing for the long term*Feedback for all generations*How to manage millennials*High performers*The employee/employer relationship*Core values highly regarded by all generations |
6/12/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Sending and Receiving the Gift of Feedback (Webinar) (24WI-0133)24WI-0133 | *The three types of feedback and when to use each*Type 1: Evaluation*Type 2: Appreciation*Type 3: Coaching*Commonality in all three*Identify the barriers and blind spots in receiving feedback*Recognize how emotions turn feedback into a battle*Solicited & unsolicited feedback |
5/22/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Creating a Winning Culture (Webinar) (24WI-0131)24WI-0131 | *Culture - Why, What, and the Magnetic Firm*Purpose-driven*Great Leadership*Culture of Growth*Inspiring Workplace |
5/21/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Look Lead Love Learn (Webinar) (24WI-0182)24WI-0182 | *Collaborate and connect with others*Innovate*Inspire others*Build a strong and future-ready culture in your company*Conquer complexity with collaboration |
6/27/2024 | 7:30 - 9 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Are You Running Your Business or Is Your Business Running You? (Webinar) (24WI-0102)24WI-0102 | *Vision: How to get your leadership team 100 percent on the same page with where your organization is going and how it will get there*People: How to get the right people...because you can't achieve your vision unless you have great people helping you do so*Data: How to get laser-focused on the numbers...because the numbers never lie. They give you the pulse on what's happening in your organization at any given time*Issues: How to solve problems. Great organizations have simply become excellent at removing the obstacles that stand in the way of achieving their vision*Processes: How to manage the processes that drive your business forward. When everyone is following the same processes, the workplace becomes more efficient, more effective, and more profitable. |
4/23/2024 | 12 - 1:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Controller Series: Communicating for Connections with Coworkers, Customers and Stakeholders (Webinar) (24WI-0126)24WI-0126 | *What are the three types of misconceptions of communication?*What are the different types of personality styles in the workplace?*How to communicate with the different types of personality styles effectively |
5/16/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
MBAexpress: Smarter Decision Making -- V2.0 (Webinar) (24WI-0085)24WI-0085 | *Decision-making styles*Solving problems*Decision fatigue*Organizational factors*Anchor effect*Psychological factors |
4/11/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Unleash the Power of AI: A CPA's Guide to ChatGPT (Webinar) (24WI-0164)24WI-0164 | *Practical examples of productivity improvements using ChatGPT*Live demonstration of ChatGPT |
6/13/2024 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Controller Series: Insightful Financial Analysis (Webinar) (24WI-0129)24WI-0129 | *Reasons why it's so difficult to provide an "insightful" financial analysis*What is the definition of a financial analysis*The six steps of a financial analysis |
5/20/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Next Steps Series: Avoiding Ulcers in the "New Abnormal World" (Webinar) (24WI-0113)24WI-0113 | *How change affects critical thinking, how it can create opportunities for fraud, and how it hurts a high-performing culture*Tools that have a positive effect on anticipating change and maintaining an adaptive mindset into the future*How to break negative communication and conflict patterns that can damage high-performing teams*Specific case studies that reinforce the learning objectives |
5/3/2024 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Sending and Receiving the Gift of Feedback (Webinar) (24WI-0106)24WI-0106 | *The three types of feedback and when to use each*Type 1: Evaluation*Type 2: Appreciation*Type 3: Coaching*Commonality in all three*Identify the barriers and blind spots in receiving feedback*Recognize how emotions turn feedback into a battle*Solicited & unsolicited feedback |
4/25/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Financial Storytelling: The Key to Growing Your Organization (Webinar) (24WI-0165)24WI-0165 | *Communicating financial information in an influential way*Telling more effective stories with your financial data*Connecting with your audience through real world examples*Interpreting and presenting complex financial information through storytelling*Unlocking the powerful story hidden within the numbers |
6/14/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
MBAexpress: Latest in Leadership -- V2.0 (Webinar) (24WI-0173)24WI-0173 | *Leadership attributes*Leadership styles*Improvisation*Listening to understand vs. listening to respond |
6/20/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Client Needs -- Beyond Best Practices in Client and Customer Service (Webinar) (24WI-0145)24WI-0145 | *Methods for defining the client and what their needs are*Setting business strategy to build loyalty*The difference between customer service and customer experience*Tactics for building a deeper relationship with clients, including personal branding |
6/3/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
MBAExpress: Essence of Entrepreneurship -- V2.0 (Webinar) (24WI-0075)24WI-0075 | *Why current business plans that focus primarily on the numbers is the wrong approach*People, opportunity, context, risk and reward*The dark side of being an entrepreneur*Lead-generation strategies |
4/5/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Power of Women's Networks (Webinar) (24WI-0170)24WI-0170 | *The importance of mentors, sponsors and coaches for yourself and for those at lower levels*Time management to reduce working overtime*How to be more present and productive*Health and scientific research about improving executive skills*Aligning career and personal life |
6/17/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Development -- Moving From Employee to Manager to Leader (Webinar) (24WI-0117)24WI-0117 | *The differences between being an employee versus a manager or leader*New skills needed*Letting go of your old role*Building a coaching culture*Motivating people*Goal setting*Leader credibility*Delegating tasks*Handling feedback*Managing friends*Aligning leadership with strategy |
5/7/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Technology - Must Have Excel Competencies (Webinar) (24WI-0140)24WI-0140 | *Reality of Excel use*Gartner - Magic Quadrant of tools for data analysis*Will Excel go away?*Two essential Lean principles*Misuses of Excel*APIs (Automated Program Interfaces)*Relationship between Excel and data analytics*Excel tips and tricks |
5/29/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Establishing, Maximizing and Communicating Internal Controls (Webinar) (24WI-0178)24WI-0178 | *How do you define internal controls?*Three objectives of internal controls*The COSO Cube*Elements of a Successful System |
6/25/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Look Lead Love Learn (Webinar) (24WI-0143)24WI-0143 | *Collaborate and connect with others*Innovate*Inspire others*Build a strong and future-ready culture in your company*Conquer complexity with collaboration |
5/31/2024 | 7:30 - 9 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Business Case for Designing an Experience-Led Organization (Webinar) (24WI-0154)24WI-0154 | *Customer experience as next-generation branding*Employee experience as the future of work*Cultural analytics and culture management |
6/7/2024 | 7 - 9:40 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
Next Steps Series: Inclusion -- Building a Sustainable Culture of Diversity (Webinar) (24WI-0125)24WI-0125 | *Modern definitions of diversity and inclusion*Diverse work environment*Types of diversity*The importance of people as a competitive advantage*Characteristics of high performers*Generation Millennials and WIFI*Recruiting on Linkedin*Ethical ties to diversity and inclusion*The art of Culture*Managing diverse workforces*Bias pitfalls*Diversity task force*Metrics to use in the measurement of the effectiveness of a Diversity and Inclusion program |
5/15/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics: Critical Thinking, Case Studies and Fraud (Webinar) (24WI-0074)24WI-0074 | *AICPA Code of Professional Conduct*CPA responsibilities and AU-C 315*The new AICPA Ethics Codification*Disciplinary cases and actions*CPA Vision*Seminal events*The impact of ethical and unethical conduct on our profession |
4/5/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Controller Series: Establishing, Maximizing and Communicating Internal Controls (Webinar) (24WI-0135)24WI-0135 | *How do you define internal controls?*Three objectives of internal controls*The COSO Cube*Elements of a Successful System |
5/23/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Next Steps Series: Avoiding Ulcers in the "New Abnormal World" (Webinar) (24WI-0076)24WI-0076 | *How change affects critical thinking, how it can create opportunities for fraud, and how it hurts a high-performing culture*Tools that have a positive effect on anticipating change and maintaining an adaptive mindset into the future*How to break negative communication and conflict patterns that can damage high-performing teams*Specific case studies that reinforce the learning objectives |
4/5/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Remote Leadership: The Four "Ps" That Remote Teams Need to Thrive (Webinar) (24WI-0123)24WI-0123 | *Culture's driving force*Shared vision and purpose*Employee engagement*Communication*Platforms and tools*Process and rhythm to execute |
5/14/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Essential Skills for Powerful Business Writing (Webinar) (24WI-0160)24WI-0160 | *Save time by planning and organizing your writing*Prepare beginnings and endings that grab and keep the reader's attention*Put your writing on a diet, cut the fat and write concisely*Writing mechanics including word usage, grammar, punctuation, and proofreading*Edit and polish your writing for maximum impact*Practice with real-world writing makeovers |
6/12/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Next Steps Series: Avoiding Ulcers in the "New Abnormal World" (Webinar) (24WI-0148)24WI-0148 | *How change affects critical thinking, how it can create opportunities for fraud, and how it hurts a high-performing culture*Tools that have a positive effect on anticipating change and maintaining an adaptive mindset into the future*How to break negative communication and conflict patterns that can damage high-performing teams*Specific case studies that reinforce the learning objectives |
6/5/2024 | 7 - 8:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Anticipate Development: Moving From Employee to Manager to Leader (Webinar) (24WI-0100)24WI-0100 | *The differences between being an employee versus a manager or leader*New skills needed*Letting go of your old role*Building a coaching culture*Motivating people*Goal setting*Leader credibility*Delegating tasks*Handling feedback*Managing friends*Aligning leadership with strategy |
4/22/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
MBAExpress: Emotional Intelligence -- V2.0 (Webinar) (24WI-0066)24WI-0066 | *What is emotional intelligence?*Benefits of emotional intelligence*Steps to increase your emotional intelligence*Emotional intelligence in decision-making*Self-awareness*Skills to get ahead*Relationship management |
4/1/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
An Introduction to Impact Reporting with the GRI Standards (Webinar) (24WI-0068)24WI-0068 | *Mission and global impact of GRI*Double materiality and impact reporting*Approach to standards development*Structure of the standards*Introduction to GRI Academy |
4/2/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Financial Storytelling: The Key to Growing Your Organization (Webinar) (24WI-0124)24WI-0124 | *Communicating financial information in an influential way*Telling more effective stories with your financial data*Connecting with your audience through real world examples*Interpreting and presenting complex financial information through storytelling*Unlocking the powerful story hidden within the numbers |
5/15/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Are You Running Your Business or Is Your Business Running You? (Webinar) (24WI-0139)24WI-0139 | *Vision: How to get your leadership team 100 percent on the same page with where your organization is going and how it will get there*People: How to get the right people...because you can't achieve your vision unless you have great people helping you do so*Data: How to get laser-focused on the numbers...because the numbers never lie. They give you the pulse on what's happening in your organization at any given time*Issues: How to solve problems. Great organizations have simply become excellent at removing the obstacles that stand in the way of achieving their vision*Processes: How to manage the processes that drive your business forward. When everyone is following the same processes, the workplace becomes more efficient, more effective, and more profitable. |
5/29/2024 | 12 - 1:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Ethics in the World of AI: An Accountant's Guide to Managing the Risks (Webinar) (24WI-0069)24WI-0069 | *Business uses of AI*Nine risk areas of AI*Three ethical frameworks*Risk mitigation strategies |
4/2/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
MBAexpress: Listening for Leaders -- V2.0 (Webinar) (24WI-0156)24WI-0156 | *Types of listening*Levels of listening*Listening to respond*Introverts and extroverts*Listening bias*Body language |
6/10/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Insightful Financial Analysis (Webinar) (24WI-0176)24WI-0176 | *Reasons why it's so difficult to provide an "insightful" financial analysis*What is the definition of a financial analysis*The six steps of a financial analysis |
6/24/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Creating a Winning Culture (Webinar) (24WI-0175)24WI-0175 | *Culture - Why, What, and the Magnetic Firm*Purpose-driven*Great Leadership*Culture of Growth*Inspiring Workplace |
6/21/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Key Financial and Economic Issues Facing the Financial Executive (Webinar) (24WI-0181)24WI-0181 | *Strategic, operational planning and risk management*Regulatory, Fiscal and Monetary policies impact on the organization*Managing the finances of the organization during periods of rapid changes*Managing risk in an uncertain economic climate |
6/26/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Building Resiliency: The Upside of Stress (Webinar) (24WI-0137)24WI-0137 | *How your view of stress determines its effect on you*Think of stress differently so that it is beneficial rather than harmful*The benefits of stress*How to cultivate a mindset that embraces stress and activates the brain's natural ability to learn from it |
5/24/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: The Next Generation -- A Different Take on the Generations (Webinar) (24WI-0169)24WI-0169 | *The modern workforce, from both a generational angle and from a societal viewpoint*How to change communication patterns to reach across the workforce*The effort based on the makeup of the workforce, with Millennials the largest cohort*Strategies and tips for managing the new workforce*A reminder about the importance of Ethics and Integrity to the sustainability of a high-performing culture |
6/17/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Remote Leadership: The Four "Ps" That Remote Teams Need to Thrive (Webinar) (24WI-0071)24WI-0071 | *Culture's driving force*Shared vision and purpose*Employee engagement*Communication*Platforms and tools*Process and rhythm to execute |
4/3/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Futuristic Audit Trends: The Future is Now (Webinar) (24WI-0097)24WI-0097 | *Cloud technology, AI, Machine Learning and Blockchain*Cloud Advisory services*Utilization of remote technology and technologic innovations to create more efficient engagements*Next steps for audit firms to avoid being disrupted |
4/18/2024 | 9 a.m. - 10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Next Steps Series: Development -- Moving From Employee to Manager to Leader (Webinar) (24WI-0079)24WI-0079 | *The differences between being an employee versus a manager or leader*New skills needed*Letting go of your old role*Building a coaching culture*Motivating people*Goal setting*Leader credibility*Delegating tasks*Handling feedback*Managing friends*Aligning leadership with strategy |
4/8/2024 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Client Needs -- Beyond Best Practices in Client and Customer Service (Webinar) (24WI-0112)24WI-0112 | *Methods for defining the client and what their needs are*Setting business strategy to build loyalty*The difference between customer service and customer experience*Tactics for building a deeper relationship with clients, including personal branding |
5/2/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Thanks for the Feedback: Lessons in Giving and Receiving Feedback (Webinar) (24WI-0127)24WI-0127 | *Definition of feedback*Types of feedback*Emotions triggered by feedback*Barriers to feedback*How to be comfortable with being uncomfortable*Blind spots*SBI Method |
5/16/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
MBAexpress: Effective Change Management -- V2.0 (Webinar) (24WI-0101)24WI-0101 | *Different personality traits and how they might react during a time of change*The five change management principles*Kotter's 8 step change model*The Murphy plow story |
4/22/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
An Introduction to Impact Reporting with the GRI Standards (Webinar) (24WI-0109)24WI-0109 | *Mission and global impact of GRI*Double materiality and impact reporting*Approach to standards development*Structure of the standards*Introduction to GRI Academy |
4/30/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Next Steps Series: Greatness -- Building a Productive, Resilient Workforce (Webinar) (24WI-0121)24WI-0121 | *Hiring the "best fit" for tough jobs at all levels*Cloning your top performers*Motivating and managing for the long term*Feedback for all generations*How to manage millennials*High performers*The employee/employer relationship*Core values highly regarded by all generations |
5/13/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Principles of Collaboration: Weigh Into the Buy In (Webinar) (24WI-0070)24WI-0070 | *Collaboration -- Why it matters now*Definition of collaboration*How to facilitate collaboration*Collaboration techniques*Examples of collaboration |
4/2/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Next Steps Series: Greatness -- Building a Productive, Resilient Workforce (Webinar) (24WI-0088)24WI-0088 | *Hiring the "best fit" for tough jobs at all levels*Cloning your top performers*Motivating and managing for the long term*Feedback for all generations*How to manage millennials*High performers*The employee/employer relationship*Core values highly regarded by all generations |
4/12/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Power of Women's Networks (Webinar) (24WI-0130)24WI-0130 | *The importance of mentors, sponsors and coaches for yourself and for those at lower levels*Time management to reduce working overtime*How to be more present and productive*Health and scientific research about improving executive skills*Aligning career and personal life |
5/20/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Technology - Must Have Excel Competencies (Webinar) (24WI-0184)24WI-0184 | *Reality of Excel use*Gartner - Magic Quadrant of tools for data analysis*Will Excel go away?*Two essential Lean principles*Misuses of Excel*APIs (Automated Program Interfaces)*Relationship between Excel and data analytics*Excel tips and tricks |
6/28/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics: Critical Thinking, Case Studies and Fraud (Webinar) (24WI-0144)24WI-0144 | *AICPA Code of Professional Conduct*CPA responsibilities and AU-C 315*The new AICPA Ethics Codification*Disciplinary cases and actions*CPA Vision*Seminal events*The impact of ethical and unethical conduct on our profession |
6/3/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Controller Series: Communicating for Connections with Coworkers, Customers and Stakeholders (Webinar) (23WI-1028)23WI-1028 | *What are the three types of misconceptions of communication?*What are the different types of personality styles in the workplace?*How to communicate with the different types of personality styles effectively |
3/28/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Leading in Exponential Times (Webinar) (24WI-0087)24WI-0087 | *The 5 C's of leading during exponential times*Harness the powerful trends of the Fourth Industrial Revolution accelerated by the pandemic*Learn about the skills you will need to thrive in a world of exponentials*Create a winning culture that can thrive in the VUCA world*Become a proactive future-focused leader that drives transformation and avoids disruption |
4/12/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
A Future Ready Innovation Framework (Webinar) (24WI-0151)24WI-0151 | *Innovation -- why it matters now*The three types of innovation -- a useful framework*Differentiating and transformational innovation -- Doors 2 & 3*Developing your Innovation System |
6/6/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
MBAExpress: Essence of Entrepreneurship -- V2.0 (Webinar) (24WI-0168)24WI-0168 | *Why current business plans that focus primarily on the numbers is the wrong approach*People, opportunity, context, risk and reward*The dark side of being an entrepreneur*Lead-generation strategies |
6/17/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
A Future Ready Innovation Framework (Webinar) (24WI-0116)24WI-0116 | *Innovation -- why it matters now*The three types of innovation -- a useful framework*Differentiating and transformational innovation -- Doors 2 & 3*Developing your Innovation System |
5/7/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Getting Comfortable with Being Uncomfortable (Webinar) (24WI-0147)24WI-0147 | *Diversity*Unconscious bias*Emerging technologies*Talent management |
6/4/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
An Introduction to Impact Reporting with the GRI Standards (Webinar) (24WI-0091)24WI-0091 | *Mission and global impact of GRI*Double materiality and impact reporting*Approach to standards development*Structure of the standards*Introduction to GRI Academy |
4/16/2024 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Business Case for Designing an Experience-Led Organization (Webinar) (24WI-0118)24WI-0118 | *Customer experience as next-generation branding*Employee experience as the future of work*Cultural analytics and culture management |
5/9/2024 | 7 - 9:40 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
K2's Accountant's Artificial Intelligence Conference (Virtual) (24CF-K2AI)24CF-K2AI | *How to get started with today's leading AI tools*Examples of what you can -- and can't do -- with AI*Potential security and privacy issues associated with AI*Accountant-centric problems AI can help you solve |
6/20/2024 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (see agenda) | |
MNCPA Audits of Local Governments Conference (Virtual) (24CF-GOVT)24CF-GOVT | |
10/21/2024 | 8 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | |
New Women’s Leadership Series: Women's Equality Day (Webinar) (24WM-P002)24WM-P002 | *Women's equality and equity |
8/26/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Women’s Leadership Series: Navigating Burnout in the CPA Profession (Webinar) (24WM-P001)24WM-P001 | *Burnout and team dynamics in the CPA profession
*Gender-specific stressors
*Impact of burnout on individual well-being
*Assessing organizational performance
*Signs and symptoms of burnout
*Practical burnout prevention strategies
*Burnout recovery and building resilience
*Creating an action plan to navigate burnout |
4/26/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Women’s Leadership Series: Women's Entrepreneurship Day (Webinar) (24WM-P003)24WM-P003 | *Women's entrepreneurship |
11/19/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (24WS-0081)24WS-0081 | *ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 |
4/4/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Annual FASB Update and Review (Webinar) (24WS-0084)24WS-0084 | *Private company standard setting activities*Recent FASB Accounting Standards Updates (ASUs)*Topic 842, Leases*ASC 326: CECL |
4/11/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (24WS-0104)24WS-0104 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms |
6/27/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Webinar) (24WS-0083)24WS-0083 | *Financial statement disclosures for small and medium-sized businesses*Balance sheet, income statement, and statement of cash flows presentation and disclosure issues*Disclosure examples from all sized entities which you can use to base your disclosures on*Developing disclosure issues, including disclosures related to the adoption of Topic 606 |
4/5/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data (Webinar) (24WS-0097)24WS-0097 | *Automation capabilities of Excel*The "Get & Transform" tool*Using "Get & Transform" for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports |
4/29/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals (Webinar) (24WS-0100)24WS-0100 | *The Corporate Transparency Act and its goals*Which entities need to file reports and which entities are exempt?*Deep dive into the definitions of beneficial owner and substantial control*Information that needs to be reported*Logistics on how and when to file the forms |
5/22/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (24WS-0099)24WS-0099 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice |
5/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Ethical Considerations for the CPA (Webinar) (24WS-0096)24WS-0096 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples |
4/29/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals (Webinar) (24WS-0103)24WS-0103 | *The Corporate Transparency Act and its goals*Which entities need to file reports and which entities are exempt?*Deep dive into the definitions of beneficial owner and substantial control*Information that needs to be reported*Logistics on how and when to file the forms |
6/25/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (24WS-0107)24WS-0107 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms |
7/25/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (24WS-0089)24WS-0089 | *Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and using the residual method*Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b)*Section 338 and Section 338(h)(10) elections*Allocating some of the purchase price of a business to personal goodwill*Partnership distributions to retiring partners under Section 736(a) and 736(b)*Consulting agreements and employment agreements as between buyers and sellers*Advantages of a C corporation having Section 1202 stock |
4/22/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Going Concern Accounting and Reporting Considerations (Webinar) (24WS-0095)24WS-0095 | *Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15*Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty*The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services*New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty? |
4/29/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (24WS-0080)24WS-0080 | *Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda*Leases -- Topic 842*Review of SAS No. 142 -- Audit Evidence*Recently issued SASs and other AICPA activity*Detailed review of SAS No. 145*Other important A&A practice matters |
4/3/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Excel Tables and Conditional Summing (Webinar) (24WS-0086)24WS-0086 | *Using the Table object to store data*Using the conditional summing function to aggregate Table data*Using the Table object to create mapping tables |
4/15/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Ethical Considerations for CPAs (Webinar) (24WS-0092)24WS-0092 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations |
4/23/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (24WS-0106)24WS-0106 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice |
7/17/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations (Webinar) (24WS-0098)24WS-0098 | *Overview of ASC 326, credit losses*Application of ASC 326 to non-lending institutions*CECL transition and disclosures*Audit considerations related to the adoption and ongoing accounting for CECL |
4/30/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (24WS-0102)24WS-0102 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice |
6/20/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Preparation and Compilation Engagements Under the SSARS (Webinar) (24WS-0088)24WS-0088 | *Relevant sections of SSARS No. 21, Clarification and Recodification*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Proposed changes to the SSARS guidance*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 |
4/19/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Mastering Accounting for Income Taxes (Webinar) (24WS-0085)24WS-0085 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes |
4/15/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Annual Accounting and Auditing Update (Webinar) (24WS-0082)24WS-0082 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326 -- CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
4/5/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals (Webinar) (24WS-0105)24WS-0105 | *The Corporate Transparency Act and its goals*Which entities need to file reports and which entities are exempt?*Deep dive into the definitions of beneficial owner and substantial control*Information that needs to be reported*Logistics on how and when to file the forms |
7/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (24WS-0101)24WS-0101 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms |
5/23/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Guide and Update to Compilations, Reviews, and Preparations (Webinar) (24WS-0087)24WS-0087 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Sample comprehensive engagement work programs for preparation, compilation, and review engagements |
4/16/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (24WS-0091)24WS-0091 | *Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda*Leases -- Topic 842*Review of SAS No. 142 -- Audit Evidence*Recently issued SASs and other AICPA activity*Detailed review of SAS No. 145*Other important A&A practice matters |
4/23/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Contract Law for Accounting and Finance Professionals (Webinar) (23WS-1991)23WS-1991 | *Contract formation*The necessary components of an enforceable contract*Common defenses to enforcement*Legal capacity requirements*Contract interpretation |
3/28/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (Webinar) (24WS-0090)24WS-0090 | *Using lookup functions as an alternative to direct cell references*Understand the limitations of the VLOOKUP function*Discover ways to move beyond these limitations |
4/22/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Contract Law for Accounting and Finance Professionals (Webinar) (24WS-0093)24WS-0093 | *Contract formation*The necessary components of an enforceable contract*Common defenses to enforcement*Legal capacity requirements*Contract interpretation |
4/25/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (Webinar) (24WS-0079)24WS-0079 | *Outcomes of the recent FASB and IASB Joint Project related to leases*Differentiating between accounting and reporting requirements for operating and finance leases*Evaluating possible material misstatement related to lease recognition, measurement, presentation and disclosure |
4/2/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Implementing Subscription Pricing to Your Practice (Webinar) (24WS-0094)24WS-0094 | *The basics of subscription pricing*Pricing strategies, with an eye toward a modern model for your business*How to implement subscription pricing*The need to look back and assess the financial impact of the implementation*How to manage customer retention*The optimum subscription pricing for your business |
4/25/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
2023 Tax Legislation: The Secure Act 2.0 (Self-Study) (24SX-0001)24SX-0001 | *Implications for individuals
*Changes to the Saver's Credit
*Changing the required minimum distribution rules for Roth 401(k)s
*Changes to required beginning dates for required minimum distributions of retirement plans.
*Penalty-Free Withdrawals for Certain Emergency Expenses
*Special provisions for firefighters and military personnel spouses
*Increases in catch-up contributions
*Impact on 529 plans
*Opportunities for student loan payment matching
*Implications for Employers
*Starter Section 401(k) plans for small employers
*Requiring automatic 401(k) enrollment
*Improving worker access to emergency savings
*Increasing part-time workers' access to retirement accounts
*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans
*Multiple employer Section 403(b) plans
*Automatic portability provisions
*Other changes in the administration of company retirement plans |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Upper Midwest CPA Firm Summit (In-person) (24SR-P040)24SR-P040 | *Business formation
*Corporate Transparency Act
*Beneficial Ownership Information
*CPA firm risk management
*Minnesota trusts and estates
*Elder law
*Business and employment law
*Errors & Omission Insurance and claims reporting
*Minnesota Board of Accountancy regulation and enforcement update
|
5/2/2024 | 9 a.m. - 4 p.m. | Minneapolis, MN | 6 CPE (4 tech, 2 non-tech) | |
Upper Midwest CPA Firm Summit (In-person) (24SR-P041)24SR-P041 | *Business formation
*Corporate Transparency Act
*Beneficial Ownership Information
*CPA firm risk management
*Minnesota trusts and estates
*Elder law
*Business and employment law
*Errors & Omission Insurance and claims reporting
*Minnesota Board of Accountancy regulation and enforcement update
|
5/9/2024 | 9 a.m. - 4 p.m. | Saint Cloud, MN | 6 CPE (4 tech, 2 non-tech) | |
New Minnesota Cannabis Market Insights: Legislative Update (Sponsored Webinar) (24FR-WX01)24FR-WX01 | *Cannabis license application process*Cannabis license application fees*Social equity cannabis licenses
|
5/8/2024 | 12 - 12:50 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
K2's Ethics and Technology (Virtual) (24SR-P012)24SR-P012 | *Understanding the differences between ethics, morals, and laws*Key technology issues that can impact ethical behavior in businesses*Examples of potential ethical conflicts precipitated by modern technologies |
6/27/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
K2's Testing and Auditing Excel Workbooks (Virtual) (24SR-P031)24SR-P031 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can minimize spreadsheet error risk |
10/31/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's QuickBooks for Accountants (Virtual) (24SR-P020)24SR-P020 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
8/22/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Current Issues in Accounting and Auditing: An Annual Update (In-person) (24SR-0011)24SR-0011 | *Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda*Leases -- Topic 842*Review of SAS No. 142 -- Audit Evidence*Recently issued SASs and other AICPA activity*Detailed review of SAS No. 145*Other important A&A practice matters |
6/10/2024 | 8:30 a.m. - 12 p.m. | , | 4 CPE (4 tech, 0 non-tech) | |
K2's Excel Best Practices (Virtual) (24SR-P037)24SR-P037 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
12/12/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Small Business Accounting Shootout (Virtual) (24SR-P029)24SR-P029 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution |
10/30/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Top PDF Features You Should Know (Virtual) (24SR-P032)24SR-P032 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
10/31/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Social Security and Medicare: Planning for You and Your Clients (In-person) (24SR-0010)24SR-0010 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know |
6/5/2024 | 8:30 a.m. - 4:30 p.m. | , | 8 CPE (8 tech, 0 non-tech) | |
K2's Better Productivity Through Artificial Intelligence and Automation Tools (Virtual) (24SR-P009)24SR-P009 | *Practical opportunities to leverage artificial intelligence and automation in business settings*Potential risks associated with using AI and automation, including inherent ethical issues*Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier |
6/25/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (In-person) (24SR-0009)24SR-0009 | *Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals*Changes to the lifetime estate tax exemption in light of proposed regulations*Considerations when selling a principal residence*Tax benefits of HSAs*An overview of the mechanics and practical considerations of Donor Advised Funds*Virtual currency*The best new income tax and estate-planning ideas*The changing Social Security landscape: long-term solvency issues and what it means for retirement planning*Creative charitable giving strategies*Financial planning strategies*Maximizing retirement plan benefits*Using intentionally defective grantor trusts*Miscellaneous tax-planning techniques that can add up to significant tax savings*How to use the whole family for tax savings*Life insurance*Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings |
6/4/2024 | 8:30 a.m. - 4:30 p.m. | , | 8 CPE (8 tech, 0 non-tech) | |
K2's Excel Best Practices (Virtual) (24SR-P007)24SR-P007 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
6/21/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
New CFO Series: Big Picture Mega-Trends and Risks (Virtual) (24SR-0006)24SR-0006 | *Module 1: Big Picture Mega-Trends, Big Data and World We Now Face - world economic trends; demographic changes impacting the economy; technology influences*Module 2: Cryptocurrencies for the CFO: Explaining Blockchain - digital assets; understanding cryptocurrencies, blockchain and NFTs; explaining crypto language*Module 3: Deceit and the Whys Behind the Lies: Understanding Ethics - ethical issues involving workplace dynamics; emotion as a vital role in ethical dilemmas and solutions; lie recognition*Module 4: Office Politics: Navigating the Minefield - personality challenges within a workplace; managing problem personalities; navigating difficult conversations; the CFO’s role in workplace politics |
4/29/2024 | 8:30 a.m. - 12 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | 2 Ethics |
Preparation, Compilation and Review Engagements: Update and Review (In-person) (24SR-0012)24SR-0012 | *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 |
6/10/2024 | 1 - 4:30 p.m. | , | 4 CPE (4 tech, 0 non-tech) | |
Annual Accounting and Auditing Update (In-person) (24SR-ZW01)24SR-ZW01 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
10/28/2024 | 8:30 a.m. - 4:30 p.m. | , | 8 CPE (8 tech, 0 non-tech) | |
New ESG: What CPAs Need to Know (Virtual) (24SR-P033)24SR-P033 | *The evolution & rise of ESG
*Examples of ESG metrics
*Why the investment community is flexing their muscle on ESG
*Why companies are embracing ESG
*How ESG impacts private and public companies; and nonprofits
*The most commonly adopted ESG frameworks in North America
*How ESG creates opportunities for CPAs in industry and public practice |
11/13/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Virtual) (24SR-P024)24SR-P024 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
9/26/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Virtual) (24SR-P018)24SR-P018 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
7/31/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Reviewing Individual Tax Returns: What Are You Missing? (In-person) (24SR-0020)24SR-0020 | *Section 199A qualified business income deduction*Home office*Hobby losses*Self-employment health insurance*Business start-up costs*Depreciation*Unreported income*Schedule C issues*Like-kind exchanges*Self-employment tax*Sections 1202 and 1244 stock*Charitable contributions of property |
12/17/2024 | 8:30 a.m. - 12 p.m. | , | 4 CPE (4 tech, 0 non-tech) | |
K2's Excel Essentials for Staff Accountants (Virtual) (24SR-P001)24SR-P001 | *Best practices for creating and working with Excel workbooks*Effectively using Excel functions when creating formulas*The importance of PivotTables in modern reporting environments*Best practices for formatting your workbooks |
5/7/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
The Best Federal Tax Update Course by Surgent (In-person) (24SR-ZD02)24SR-ZD02 | *Comprehensive coverage of the Inflation Reduction Act, including:
The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit
*Comprehensive coverage of the SECURE 2.0 Act, including:
Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans
*Timely coverage of breaking tax legislation
*New Form 1099-K reporting requirements
*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax
*Bonus Depreciation
*Section 163(j)
*Section 174 Research and Experimental Expenditures
*Residency and Domicile
*Selling a principal residence, including tax planning strategies
*Virtual currency, including recent developments regarding NFTs
*New FinCEN reporting requirements in 2024
*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
12/10/2024 | 8:30 a.m. - 4:30 p.m. | , | 8 CPE (8 tech, 0 non-tech) | |
New Navigating Lease Complexities Post-Adoption (Virtual) (24SR-P004)24SR-P004 | *Lessons learned and common pitfalls on adoption of the new lease standard
*Related party leases and leasehold improvements using recent FASB developments |
5/16/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Business Resilience (Virtual) (24SR-P026)24SR-P026 | *Business resilience with resilient workforce
*Post-pandemic strategies for your business to succeed
*Pivoting & changing business models
*Pivoting & changing business models -- a case study
*Understanding the top trends in the workforce of the future
*Employee retention -- how to retain top talent
*Managing a remote workforce
*Accomplishing work in a multigenerational workplace |
9/26/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
The Best Federal Tax Update Course by Surgent (In-person) (24SR-ZM01)24SR-ZM01 | *Comprehensive coverage of the Inflation Reduction Act, including:
The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit
*Comprehensive coverage of the SECURE 2.0 Act, including:
Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans
*Timely coverage of breaking tax legislation
*New Form 1099-K reporting requirements
*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax
*Bonus Depreciation
*Section 163(j)
*Section 174 Research and Experimental Expenditures
*Residency and Domicile
*Selling a principal residence, including tax planning strategies
*Virtual currency, including recent developments regarding NFTs
*New FinCEN reporting requirements in 2024
*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
12/12/2024 | 8:30 a.m. - 4:30 p.m. | , | 8 CPE (8 tech, 0 non-tech) | |
Ethics Update for the CPA (In-person) (24SR-ZL01)24SR-ZL01 | *Basic framework of the AICPA Code of Professional Conduct
*Current issues in ethics code revisions
*Noncompliance with laws or regulations (NOCLAR)
*Unpaid fees
*CPA exam disclosures
*DOL independence
*Private equity ownership
*Update on Minnesota Board of Accountancy matters such as laws and rules changes and enforcement issues |
5/7/2024 | 8:30 a.m. - 4:30 p.m. | , | 8 CPE (8 tech, 0 non-tech) | 8 Ethics |
K2's Mastering Advanced Excel Functions (Virtual) (24SR-P011)24SR-P011 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
6/27/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Federal Tax Update: Individual and Business Current Developments (Livestream) (24SR-0024)24SR-0024 | his fast-paced session is a comprehensive review of newly enacted income tax legislation, issuance of income tax regulations, court cases, IRS notices, revenue procedures and private letter rulings affecting individuals and businesses. Each participant will receive a comprehensive manual with the hottest tax topics including Pat Garverick's Quick Reference Chart. Topics include but are not limited to:
• Discuss the most recent individual and business income tax legislation passed to date
• Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules
• Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses
• Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax)
• Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit)
• Walk through the NEW final required minimum distribution (RMD) regulations
• Review other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses and real estate professionals and self-employment taxes |
1/13/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Excel Tips, Tricks and Techniques for Accountants (Virtual) (24SR-P002)24SR-P002 | *Fundamental Excel techniques all accounting and financial professionals should know and use*Creating date-based calculations in Excel*How to create Excel templates*Key options you should enable in Excel*Linking data in Excel |
5/8/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
New Foundations of Business Valuation (In-person) (24SR-0007)24SR-0007 | *Business valuation purposes and intended users
*Valuation standards and other requirements
*Appraisal principles and approaches
*Qualitative and quantitative valuation analysis
*Discounts, premiums, and adjustments |
5/30/2024 | 8:30 a.m. - 4:30 p.m. | , | 8 CPE (8 tech, 0 non-tech) | |
Reviewing Partnership Tax Returns: What Are You Missing? (In-person) (24SR-0021)24SR-0021 | *Common errors made involving the following tax forms: Form 1065, Schedules K and K-1, Schedules M-1 and M-2, Form 4562 and Form 4797 |
12/17/2024 | 1 - 4:30 p.m. | , | 4 CPE (4 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Virtual) (24SR-P025)24SR-P025 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
9/26/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Performing Effective and Efficient Audit Sampling and Analytical Procedures (In-person) (24SR-0013)24SR-0013 | *Types of sampling and sampling risk*Attribute testing for tests of controls and compliance*Variable sampling for substantive assurance*Differentiating statistical and nonstatistical sampling approaches*Determining sample sizes in a compliance audit*Preliminary analytical procedures as risk assessment procedures*Performing final analytical procedures to assess the conclusions reached during the audit and evaluate the overall financial statement presentation*When to use substantive analytical procedures for efficiency and effectiveness*Establishing expectations for substantive analytical procedures*Setting a threshold for differences*Following up on differences from expectations*Concluding on substantive analytical procedures |
6/25/2024 | 8:30 a.m. - 12 p.m. | , | 4 CPE (4 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools for Protecting Information (Virtual) (24SR-P028)24SR-P028 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
10/29/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Staff Training: Beginning-in-Charge (In-person) (24SR-0014)24SR-0014 | *What is expected of the in-charge*Plan engagements*Assess risk and materiality*Nonstatistical audit sampling*Meet client needs*Complete engagements*Review assistants' work*Supervision |
8/19/2024 | 8 a.m. - 4:30 p.m. | , | 24 CPE (19.8 tech, 4.2 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Virtual) (24SR-P005)24SR-P005 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
5/17/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (In-person) (24SR-ZS01)24SR-ZS01 | *Comprehensive coverage of the Inflation Reduction Act, including:
The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit
*Comprehensive coverage of the SECURE 2.0 Act, including:
Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans
*Timely coverage of breaking tax legislation
*New Form 1099-K reporting requirements
*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax
*Bonus Depreciation
*Section 163(j)
*Section 174 Research and Experimental Expenditures
*Residency and Domicile
*Selling a principal residence, including tax planning strategies
*Virtual currency, including recent developments regarding NFTs
*New FinCEN reporting requirements in 2024
*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
11/5/2024 | 8:30 a.m. - 4:30 p.m. | , | 8 CPE (8 tech, 0 non-tech) | |
K2's Technology Update (Virtual) (24SR-P030)24SR-P030 | *Developments in hardware and software*Options for communicating and collaborating more effectively*Addressing cybersecurity issues |
10/30/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Virtual) (24SR-0015)24SR-0015 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques |
10/16/2024 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Virtual) (24SR-P019)24SR-P019 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
7/31/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Staff Training: Basic (In-person) (24SR-0022)24SR-0022 | *Role of new staff*Understanding audit objectives*Accounting data analytics*Working paper techniques/cash*Analytical procedures*Compilation and review services*Tax recognition and research techniques*Auditing/reviewing selected accounts |
1/8/2025 | 8 a.m. - 4:30 p.m. | , | 16 CPE (15 tech, 1 non-tech) | |
K2's Advanced Excel (Virtual) (24SR-P003)24SR-P003 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
5/9/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Artificial Intelligence for Accounting and Financial Professionals (Virtual) (24SR-P017)24SR-P017 | *Exploring AI applications in accounting and finance*Understanding AI features in everyday tools*Embracing the future: AI's impact on finance and accounting |
7/30/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's An Accountant's Guide to Blockchain and Cryptocurrency (Virtual) (24SR-P016)24SR-P016 | *Understanding the fundamental tenets of blockchain technology*Examples of applied applications of blockchain technology*Identifying leading cryptocurrencies available today*Understanding risks associated with cryptocurrencies |
7/30/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Accountant's Guide to QuickBooks Online (Virtual) (24SR-P008)24SR-P008 | *Understanding your QBO subscription and licensing options*Recording routine and non-routine transactions in QBO*Importing and exporting data to/from QBO*Creating effective reports*Describing the process for integrating third-party applications with QBO*Troubleshooting issues with QBO reports and data |
6/24/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Virtual) (24SR-P006)24SR-P006 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
6/19/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Excel PivotTables for Accountants (Virtual) (24SR-P035)24SR-P035 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables |
12/11/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Better Productivity Through Artificial Intelligence and Automation Tools (Virtual) (24SR-P038)24SR-P038 | *Practical opportunities to leverage artificial intelligence and automation in business settings*Potential risks associated with using AI and automation, including inherent ethical issues*Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier |
12/13/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Technology for CPAs: Don't Get Left Behind (Virtual) (24SR-P013)24SR-P013 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
6/28/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Federal Tax Update: Individuals (Form 1040) (Virtual) (24SR-0019)24SR-0019 | This session is a comprehensive review of the Federal individual income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Pat Garverick's Quick Reference Chart. Topics include but are not limited to:
*Discuss the most recent individual income tax legislation passed to date
*Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, §461(l) business loss limitations, and depreciation.
*Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax)
*Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit)
*Walk through the NEW final required minimum distribution (RMD) regulations
*Look at any changes to the Form 1040 and other related schedules and forms |
12/11/2024 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Ethics and Technology (Virtual) (24SR-P039)24SR-P039 | *Understanding the differences between ethics, morals, and laws*Key technology issues that can impact ethical behavior in businesses*Examples of potential ethical conflicts precipitated by modern technologies |
12/13/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
Federal Tax Update: Individual and Business Current Developments (In-person) (24SR-0023)24SR-0023 | his fast-paced session is a comprehensive review of newly enacted income tax legislation, issuance of income tax regulations, court cases, IRS notices, revenue procedures and private letter rulings affecting individuals and businesses. Each participant will receive a comprehensive manual with the hottest tax topics including Pat Garverick's Quick Reference Chart. Topics include but are not limited to:
• Discuss the most recent individual and business income tax legislation passed to date
• Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules
• Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses
• Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax)
• Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit)
• Walk through the NEW final required minimum distribution (RMD) regulations
• Review other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses and real estate professionals and self-employment taxes |
1/13/2025 | 8:30 a.m. - 4:30 p.m. | , | 8 CPE (8 tech, 0 non-tech) | |
Staff Training: Semi-Senior (In-person) (24SR-0017)24SR-0017 | *Satisfy client and CPA firm needs*Apply analytical procedures*Conduct small audits*Perform review service engagements*Draft financial statements and footnoes*Improve corporate tax knowledge |
11/12/2024 | 8 a.m. - 4:30 p.m. | , | 24 CPE (20.4 tech, 3.6 non-tech) | |
K2's Excel Charting and Visualizations (Virtual) (24SR-P015)24SR-P015 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
7/18/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Virtual) (24SR-P014)24SR-P014 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
7/16/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Emerging Technologies for Accountants, Including Blockchain and Cryptocurrencies (Virtual) (24SR-P010)24SR-P010 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
6/25/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Federal Tax Update (Virtual) (24SR-0018)24SR-0018 | The major topics covered in this seminar include: 1) A review of the latest new law provisions affecting 2024 returns including developments relating to SECURE 2.0 and the Inflation Reduction Act; 2) A review of any tax legislation enacted in 2024; 3) FinCEN's beneficial ownership information reporting rules; 4) Regulations modifying the required minimum distribution (RMD) rules for 2024; 5) An analysis of 2024 developments relating to energy credits, including energy efficient improvements to residences and developments concerning electric vehicles; 6) Employee Retention Credit Developments; 7) 1099-K reporting rules for 2024; 8) Digital asset developments; 9) New tax cases, rulings, and regulations expected to have the most significant impact on individuals and businesses. The presentation will emphasize tax planning opportunities resulting from these recent developments. |
12/4/2024 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
New 2024 FASB, SSARS and Auditing Update (Virtual) (24SR-P036)24SR-P036 | *FASB updates going live this year
*Common issues impacting Leases and Current Expected Credit Loss standards
*New Quality Management standards
*SSARS Compilation and Review Update
*Auditing Standards Update
*New Risk Assessment Standard |
12/11/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Preparing Individual Tax Returns for New Staff and Paraprofessionals (In-person) (24SR-0025)24SR-0025 | *Comprehensive coverage of the Inflation Reduction Act of 2022 and The SECURE Act 2.0*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of Form 7203*Coverage of §199A qualified business income, its calculation, limitations, and examples*Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.*Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues*Self-employed person issues*Schedule C deductions including depreciation*Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains*A working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms*Itemized deductions -- A thorough understanding of what's deductible and what's not*Interest deductions -- Limitations and timing problems*Charitable contributions substituting for taxes, IRS says -- No!*Retirement contributions and education credits and deductions*Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits*Individual problems illustrated by form preparation for various items, with numerous "practice tips"*Impact of recent legislation and forms changes on the 1040 |
1/16/2025 | 8:30 a.m. - 4:30 p.m. | , | 8 CPE (8 tech, 0 non-tech) | |
New Cybersecurity Compliance Made Easy: WISP and FTC Safeguards Rule (Sponsored Webinar) (24FR-WX02)24FR-WX02 | *What the FTC and IRS requirements for cybersecurity are*Who these relate to*What needs to be covered in your WISP*The technology you need to secure your firm |
5/14/2024 | 12 - 12:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Implementing Internal Controls in QuickBooks Environments (Virtual) (24SR-P023)24SR-P023 | *Critical risks in QuickBooks environments*Internal control options that can mitigate risk to prudently acceptable levels*Enabling alternative control measures to improve internal controls in QuickBooks environments |
9/25/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Real Estate Taxation: Cutting Edge Tax Strategies (Virtual) (24SR-0026)24SR-0026 | *Apportionment of purchase price to bonus eligible property
*Bonus depreciation, section 179 and de minimis expensing for real estate.
*Partial disposition losses
*Deducting removal costs
*Depreciating property acquired in a like-kind exchange
*Converting nondeductible interest expense into deductible interest expense.
*Section 199A for rental real estate
*Self-employment tax for rental real estate (including Airbnb’s)
*The "Augusta rule"
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6/3/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Essentials of Minnesota Sales and Use Tax (In-person) (24SR-0016)24SR-0016 | *Computer software, including hosted, cloud and remote products*Real vs. personal property*Installation labor*Capital equipment*Tips for managing state tax audits*New goods and services subject to sales tax this year |
11/7/2024 | 8:30 a.m. - 12 p.m. | , | 4 CPE (4 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Virtual) (24SR-P022)24SR-P022 | *Understanding the importance of data analytics in modern business environments*Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform*Using regression analysis to create and validate forecasts and projections |
9/25/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft Teams (Virtual) (24SR-P027)24SR-P027 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
10/29/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
New Driving Corporate Performance: The CPA's Role (Virtual) (24SR-P021)24SR-P021 | *How to manage cash flow in uncertain times
*8 strategies to navigate inflation
*Pricing for better profitability
*5 trends that will reshape finance this year
*How to optimize working capital -- best practices & drivers
*Strategic finance & key performance indicators
*Navigate uncertain conditions with scenario planning
*Getting rid of time wasters in your business |
9/23/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
New Foundations of Business Valuation (Livestream) (24SR-0008)24SR-0008 | *Business valuation purposes and intended users
*Valuation standards and other requirements
*Appraisal principles and approaches
*Qualitative and quantitative valuation analysis
*Discounts, premiums, and adjustments |
5/30/2024 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Annual Accounting and Auditing Update (In-person) (24SR-ZD01)24SR-ZD01 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters |
6/24/2024 | 8:30 a.m. - 4:30 p.m. | , | 8 CPE (8 tech, 0 non-tech) | |
New MBA in a Day (Virtual) (24SR-P034)24SR-P034 | *Strategy development and competitive analysis
*Marketing, advertising and promotion
*Communications and presentations
*Human resource tools
*Leadership and team building
*Production operations management
*Negotiations
*Project management
*Key performance indicators
*Balanced scorecard
*Quality and lean management
*Case study integrating the tools to a business |
12/4/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
New Construction Industry Financial Reporting, Benchmarking and Basic Taxation (Virtual) (24SR-P043)24SR-P043 | *Construction industry overview including current trends and developments*Audit and review procedures unique to contractor engagements*Financial reporting, and disclosure requirements for construction contractors including footnote and supplemental disclosures*Contractor benchmarking and best practices*Construction tax methods and strategies -- what every CPA should know |
10/23/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Construction Industry GAAP Review and Contract WIP Reporting and Analytics (Virtual) (24SR-P042)24SR-P042 | *Construction industry overview including current trends and developments*Review of construction GAAP including ASC 606 revenue recognition implementation*Contract WIP schedules and analytical procedures |
8/20/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |