CPE Catalog & Events
Webcast: Surgent's Introduction to Forensic Accounting
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Webcast
4.0 Credits
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
Webcast: Case Studies in Accounting Fraud 2024
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Webcast
4.0 Credits
Major financial statement frauds, including 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 2024)
Webcast: Revenue: Special Implementation Guide-ASC Topic 606-10-55 2024
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Webcast
2.0 Credits
FASB ASC 606, Revenue from Contracts with Customers All recently released updates to ASC Topic 606
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: Surgent's Best Practices in Not-for-Profit Accounting and Reporting
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Webcast
4.0 Credits
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
Webcast: K2's Top PDF Features You Should Know
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Webcast
4.0 Credits
Best practices for creating, editing and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
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: Shortcuts Excel Users Love 2024
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Webcast
2.0 Credits
The power of keyboard shortcuts Oft used features with more capability than meets the eye New helpful features
Webcast: Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
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Webcast
2.0 Credits
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
Webcast: Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate
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Webcast
3.0 Credits
The federal transfer tax exemption for 2023 and 2024 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
Webcast: Financial Reporting: Assets and Liabilities-U.S. GAAP vs IFRS 2024
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Webcast
2.0 Credits
Inventories PPE Intangible assets Investment property Impairment of assets Financial instruments Provisions Leases Income taxes
Webcast: Surgent's Tax Research
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Webcast
2.0 Credits
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Webcast: Surgent's The Accounting Leaders' Survival Guide - Strategies for Managing Organizational Change
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Webcast
2.0 Credits
Learn the power of flexibility and adaptability Manage daily changes and stressors Avoid burnout and achieve work-life balance
Webcast: New Manager Series: Next Level Conversations, Next Level Results 2024
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Webcast
2.0 Credits
Leadership Development Team Development Coaching One-On-One Meetings
Webcast: Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Webcast
2.0 Credits
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
Webcast: Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
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Webcast
4.0 Credits
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
Webcast: Surgent's Industry Accountant Key Performance Metrics
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Webcast
8.0 Credits
Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
Webcast: Tell Me a Story: Don't Just Simply Relay Your Financial Results 2024
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Webcast
3.0 Credits
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
Webcast: Not-For-Profit Organizations: Financial Update 2024
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Webcast
3.0 Credits
Financial entity IRS filing status Recent ASC updates affecting nonprofit entities
Webcast: Improving Audit Quality 2024
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Webcast
4.0 Credits
National auditing quality performance Impact of PCAOB on industry Common audit failures and why they occur AICPA enhancing audit quality initiative Audit quality indicators