CPE Catalog & Events
Webcast: K2's Accountant's Guide to QuickBooks Online
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Webcast
8.0 Credits
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
Behind the Scenes at Insight: Exploring Generative AI Exploring Generative AI (GenAI) in the Finance Sector
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Chandler
1.0 Credits
Webcast: S Corporations: Distributions, Stock Basis and Loss Limitations 2024
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Webcast
2.0 Credits
Details of the stock basis adjustments when an S election is effective Rules that characterize distributions to S corporation shareholders either as potential stock basis reductions or dividend income Definition of "accumulated adjustment account" (AAA) Special rule when there is a "net negative adjustment" The rule limiting losses to stock and shareholder loans to the corporation The tax complications related to using shareholder loans to the corporation to deduct losses The basis adjustment ordering rules when there are losses and distributions in the same taxable year Tax planning opportunities and strategies
Webcast: Surgent's Examining ASC 842, Leases: More Than Meets the Eye
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Webcast
4.0 Credits
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
Webcast: Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic T
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Webcast
2.0 Credits
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 and13 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
Webcast: Surgent's Guide and Update to Compilations, Reviews and Preparations
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Webcast
4.0 Credits
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
Webcast: Surgent's Excel Budgeting Ideas
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Webcast
2.0 Credits
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
Webcast: Surgent's Understanding Non-Compete Agreements
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Webcast
2.0 Credits
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.
Webcast: Government Auditing Standards Independence 2024
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Webcast
2.0 Credits
Independence requirements under the Government Auditing Standards
Webcast: Revenue Recognition Under ASC 606 2024
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Webcast
1.0 Credits
Five-step process to recognize revenue under ASC 606 Step 1: Identify the contract Step 2: Identify the performance obligations Step 3: Determine the transaction price Step 4: Allocate the transaction price Step 5: Recognize revenue
Webcast: Lease Accounting for Lessees Under ASC 842 2024
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Webcast
1.0 Credits
Summary of key changes from ASC 840 to 8422 Technical requirements of ASC 842 Impact on lessees Impact of COVID Disclosure requirements
Webcast: Nonverbal Communication: The Silent Language of Success 2024
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Webcast
2.0 Credits
Nonverbal communication-Virtual
Webcast: Surgent's Excel: Mastering PivotTables
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Webcast
2.0 Credits
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Webcast: Surgent's Time Management for Professionals
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Webcast
2.0 Credits
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
Webcast: Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
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Webcast
3.0 Credits
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
Webcast: Executive Presentation Presence: Speak Up, Move Up 2024
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Webcast
2.0 Credits
Constructing and delivering effective presentations Identifying target audiences Common communication problems Nonverbal communication
Webcast: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update
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Webcast
8.0 Credits
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 SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services 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
Webcast: Surgent's Lessons Learned From Recent Accounting Malpractice Actions
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Webcast
2.0 Credits
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
Webcast: 2024 Galasso Annual Update for Accountants & Auditors
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Webcast
8.0 Credits
Webcast: Financial Performance Reporting 2024: Changes To Know
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Webcast
4.0 Credits
Reformatted financial statements overview Status of accounting's perfect storm Four cases