CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Payroll Essentials: De-mystifying Form W-4
Wednesday, March 22, 2023 11:00am - 1:00pm
Online
2.00 Credits
With the roll out of a new Form W-4 in late 2019, the IRS made significant changes to employers' withholding and payroll reporting requirements. In addition to the myriad of changes brought about by COVID-19 legislation, carried out through the payroll function, the IRS fundamentally revamped Form W-4 for employee reporting, doing away with the concept of allowances and requiring changes to payroll administration and employee communications. Now more than ever, employers need to know that the W-4 they are working with is working to withhold income taxes correctly for their employees. In addition, it is the employer's responsibility to ensure Form W-4 is filled out correctly and accurately. Employers need to understand the nuances and requirements that come with this obligation. This course will review the Form W-4 in all its glory, including all the changes that were made to the format and substance of the form, understanding what an employer can and cannot do, and how to actually fill out the Form W-4. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Sexual Harassment in Professional and Corporate Environments
Wednesday, March 22, 2023 11:30am - 12:30pm
Online
1.00 Credits
The #MeToo movement is an example of how cultural, and even legal, changes can be initiated and promoted by social media. This workshop considers the changing legal and ethical ramifications of sexual harassment in the wake of this movement. Financial and accounting professionals need to be aware of these changes and how they may be expected to be part of the solution rather than part of the problem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Tax reporting and compliance for NFPs
Wednesday, March 22, 2023 12:00pm - 2:00pm
Online
2.00 Credits
Planning considerations for tax-exempt organizations (bold) Ask yourself: - How do I stay informed on legislative and regulatory changes affecting not-for-profits? - What changes will affect Form 990 filing requirements? - What tax planning strategies should I consider this coming year? We've got answers to those questions and more in this webcast, part of a monthly series hosted by the AICPA Not-for-Profit Section. During this roundtable discussion, you'll learn: - Common issues that exempt organizations may come across on the 2022 Form 990 - Tips for avoiding common pitfalls - Strategies to plan for 2023
Communication Skills for Introverts
Wednesday, March 22, 2023 12:30pm - 2:30pm
Online
2.00 Credits
In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Exploring Internal Controls That Could Have Prevented Frauds
Wednesday, March 22, 2023 1:00pm - 3:00pm
Online
2.00 Credits
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Raising Financially Capable Children
Wednesday, March 22, 2023 1:00pm - 3:00pm
Online
2.00 Credits
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, their first contact is to their accounting and financial professionals, so it is important to be able to provide a framework to help teach clients how to prepare their children for life with privilege. This course is designed for all practitioners who want to help their clients navigate the process of teaching the next generation about personal finances. Because every family and child are different, it is critical to develop a specific plan for each client, and likely each child and grandchild. By working with their clients' descendants, accounting and finance professionals not only build rapport and trust but also get to know the children and grandchildren, building firm value and long-term connection.
Surgent's Summary and Analysis of the Inflation Reduction Act of 2022
Wednesday, March 22, 2023 1:00pm - 3:00pm
Online
2.00 Credits
Throughout much of 2022, it was very doubtful whether any tax legislation would be enacted. At long last we now have new tax legislation impacting 2023 and later years in the Inflation Reduction Act (IRA). This program will cover the new tax legislation embodied in the IRA in detail so that those attending can properly advise their clients if and how these various tax changes impact their individual and business planning. Be the first to know about this brand-new legislation in a comprehensive manner. In contrast to courses provided by others that only highlight the broad strokes of the legislation, which you could easily access in an online summary, our expert panelists will detail all of the relevant facets applicable to planning for both you and your clients.This course qualifies for IRS credit.
Ethics: Human Capital Reporting and DEI for Accountants
Wednesday, March 22, 2023 1:30pm - 3:30pm
Online
2.00 Credits
The course provides a concise overview of human capital reporting and Diversity, Equity and Inclusion (DEI) programs - an emerging system of disclosure standards and semi-standards in the United States and around the world. Diversity is the presence of differences within a given setting. Equity is the process of ensuring that processes and programs are impartial, fair and provide equal possible outcomes for every individual. Inclusion is the practice of ensuring that people feel a sense of belonging in the workplace. While individual accountants might differ in their opinions over the relative importance of or even the necessity for DEI initiatives, practitioners are under increasing pressure from regulators, consumers, investors, employees, and other stakeholders to measure and attest to all kinds of human capital data. Participants will walk away with an increased situational awareness of human capital and DEI reporting, and a social governance starter strategy. This can be used immediately to develop a more inclusive internal culture that values differences. It can also help bring together the perspectives of individuals from diverse backgrounds, life experiences, preferences, and beliefs, and improve outcomes for your clients, people, and communities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
False Tax Returns: Why CPAs and Their Clients Go to Prison
Wednesday, March 22, 2023 2:00pm - 4:00pm
Online
2.00 Credits
It is a crime to knowingly prepare a false tax return. Many return preparers are not aware of the severity of civil and criminal penalties for a false tax return. Not only can a CPA lose the ability to represent their client to the IRS, but the CPA can lose their CPA license and potentially go to prison. Every tax year, the IRS publishes various stories about how return preparers and their clients go to prison for willfully submitting false tax returns. This course will discuss the ways that the IRS investigates bad return preparers. You will also understand the difference between simple mistakes versus a criminal act. The course helps return preparers know what to do if they are being investigated for a false tax return, including if their client is under criminal investigation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Streamlined Excel Reporting Series Session 2: Working with PivotTables
Wednesday, March 22, 2023 2:00pm - 4:00pm
Online
2.00 Credits
This session begins by comparing the formula-based reports we built at the end of the Excel for Accounting Professionals series to PivotTables. We?ll dig into the details between these two report types so that you are comfortable applying them to specific workbooks. In this webcast, we create two versions of many reports, one version with formulas and the other with PivotTables. With this interactive practice, you will be comfortable replacing formula-based reports with PivotTables when appropriate.
Introduction to the Not-for-Profit Industry
Wednesday, March 22, 2023 3:00pm - 4:00pm
Online
1.00 Credits
The not-for-profit industry has unique requirements. This course enables participants to understand and apply those unique requirements, including accounting and financial statement presentation unique to not-for-profits, understanding of asset restrictions, understanding when an entity qualifies for tax-exempt status, and tax filing requirements for not-for-profits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics: Lead Like a Superstar and Build a Rocking Business
Wednesday, March 22, 2023 3:30pm - 4:30pm
Online
1.00 Credits
How did the world's superstars build such powerful businesses? What lessons from the biggest musicians, movie stars, athletes, and innovators will help you become more successful? We'll explore how the principles of ethics and the traits of high-character leaders have made your favorite celebrities who they are and how you can follow in their footsteps. This webinar is based on presenter Bruce Weinstein, The Ethics Guy's popular Forbes.com columns, "Lead Like..." It's an ethics presentation disguised as a fun, engaging, and entertaining journey into what makes superstars so influential and how they are able to sustain their stellar success. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing
Thursday, March 23, 2023 7:00am - 9:00am
Online
2.00 Credits
Proven communication techniques (bold) In this webcast, you will learn how to: - Create a simple checklist to improve your writing and presenting skills - Harness The Four Pillars of Confidence - Make your presentation more engaging - Incorporate non-verbal tools to present powerfully "If I were to summarize in one sentence the single most important principle I have learned in the field of interpersonal relations, it would be this: Seek first to understand, then to be understood." - Dr. Stephen R. Covey, *Seven Habits of Highly Effective People* Note: You will gain more from this course if you first take "Part One: Questioning and Listening to Discover Client Needs."
GAAP Alternatives: The Perfect Storm of Accounting Updates
Thursday, March 23, 2023 8:00am - 9:00am
Online
1.00 Credits
Companies operating in today's business climate are weathering a storm of major FASB updates. Companies and their advisors may want to consider non-GAAP options as they develop strategies involving revenue recognition, leasing, credit losses, and other FASB pronouncements. This session will provide an overview of special purpose frameworks that may present salient alternatives to U.S. GAAP for certain entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
PCAOB Updates
Thursday, March 23, 2023 8:00am - 9:00am
Online
1.00 Credits
Understand the complexities of PCAOB updates. Understand the new requirements of recently approved PCAOB amendments to the auditing standards and the auditor's key responsibilities in response to the amendments. Learn to sort through the complexities to identify and apply them to the audit of a public company.
Aligning Budgets to Strategy: The Key to Long-Term Profit
Thursday, March 23, 2023 8:00am - 10:00am
Online
2.00 Credits
In most organizations, strategic planning and budgeting are separate processes, making them out of alignment from their inception. This webinar explores a practical "real world" planning approach that aligns spending to long-term strategy, creates a culture of accountability and responsibility, and might actually be fun when everyone gets on board. The result will create a model for your organization's future growth and profitability. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel - Advanced Spreadsheet Troubleshooting Techniques
Thursday, March 23, 2023 8:00am - 10:00am
Online
2.00 Credits
Fix those formulas! (bold) In this webcast, we will focus on debugging and troubleshooting complex formulas. You will learn various techniques that will assist you in creating complex compound formulas. You will also learn methods to resolve issues when you receive errors. During this session, we will also discuss Excel's nine built-in error-checking options and demonstrate different approaches to error resolution. Finally, will review techniques to resolve rounding errors. Regardless of the version you are using, ALL concepts covered in this webcast apply to ALL versions of Excel.
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
Thursday, March 23, 2023 8:00am - 4:00pm
Online
8.00 Credits
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-25 services in compliance with professional, ethical, and technical requirements.
Internal Control Fundamentals - Design and Implementation
Thursday, March 23, 2023 8:30am - 10:30am
Online
2.00 Credits
Obtaining an understanding of the entity and its environment is part of assessing risk of material misstatement, in order to design the nature, timing, and extent of further audit procedures necessary to obtain sufficient appropriate audit evidence to support the auditor's report. A critical component of understanding the entity and its environment is to evaluate the design and implementation of internal control over financial reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Tax Season Update for Individuals with Steve Dilley
Thursday, March 23, 2023 8:30am - 12:30pm
Online
4.00 Credits
This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of the numerous 2021/22 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.