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CPE Catalog & Events

Showing 1656 Live Seminars & Webcasts Results

Webcast: Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulatio

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Webcast

2.0 Credits

Who qualifies for the waiver of the RMD excise tax for 2021, 2022 and2023? The rollover deadline for 2023 age 73 RMD Coverage of applicable provisions of SECURE Act 2.0 What is the required minimum distribution for an account owner? What is the required minimum distribution for a beneficiary IRA? Key explanations of RMD regulations The types of accounts that are subject to the required minimum distribution rules The parties that are subject to the required minimum distribution rules Exceptions and special considerations for required minimum distributions Rollover and transfer rules in an RMD year The various responsibilities for interested parties Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions How the 10-year rule works for certain beneficiaries

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

Webcast: K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies

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Webcast

4.0 Credits

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

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 Critical Conversations

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Webcast

2.0 Credits

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

Webcast: Surgent's Representing a Client in an IRS Audit

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Webcast

3.0 Credits

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

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: K2's Introduction To Excel Macros

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Webcast

4.0 Credits

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

Webcast: Financial Reporting Changes in Greater Detail 2024

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Webcast

4.0 Credits

Reformatted financial statement details RFS impact on business operations Ten action items for immediate consideration Five cases

Webcast: K2's Advanced Excel

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Webcast

8.0 Credits

Collaboration and security techniques Tables, data models and PivotTables Advanced formulas Data queries Creating effective visualizations

Webcast: New Quality Management Standards

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Webcast

2.0 Credits

Webcast: Surgent's Perplexing Financial and Economic Issues for the CFO/Controller

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Webcast

8.0 Credits

Regulatory, fiscal and monetary policies impact on the organization Dodd-Frank Bill and impact on financial reform Health insurance reform and the impact on the employer Managing risk in an uncertain economic climate

Webcast: Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations

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Webcast

2.0 Credits

Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations

Webcast: Professional Ethics Update for All Arizona CPAs

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Webcast

4.0 Credits

-Review of ethics standards, both extant and proposed, for Arizona CPAs including the AICPA Code of Professional Conduct and the Arizona Accountancy Statutes and Administrative Code. - Review recent updates to the AICPA Code of Professional Conduct and Arizona Accountancy laws. - Provide practical examples of best practices in applying the laws pertaining to Professional Ethics. - Identify the latest ethics guidance to illustrate "hot topics" in professional ethics.

Webcast: Accounting Industry Update 2024

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Webcast

8.0 Credits

FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards

Webcast: Form 706 Preparation Part 1: Overview Including Portability 2024

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Webcast

2.0 Credits

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

Webcast: Surgent's Use the Data Model to Build More Powerful PivotTables

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Webcast

2.0 Credits

Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets

Webcast: Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business

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Webcast

3.0 Credits

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

Webcast: Audits of 401k Plans 2024

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Webcast

4.0 Credits

SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits Update of the changes affecting 401k plans Compliance issues commonly encountered in 401k plan audits Best practices for engagement planning, internal controls, risk assessment and detailed testing Common audit reporting and disclosure issues

Webcast: Small Business Stock Gains: Exclusion and Deferral Opportunities 2024

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Webcast

2.0 Credits

IRC 1202-The benefit of the exclusion IRC 1202-The requirements that must be met IRC 1202-Limitation on the amount of the exclusion Comparison of the IRC 1202 exclusion to making S corporation election IRC 1045-The benefit of the deferral IRC 1045-The requirements that must be met The basics of Employee Stock Ownership Plans (ESOP) IRC 1042-The benefit of the deferral IRC 1042-The requirements that must be met