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CPE Catalog

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Walter Haig's AICPA Auditing Standards Update

Monday, December 5, 2022 8:00am - 4:00pm

Online

8.00 Credits

This course will enable practitioners to understand and apply the AICPA "clarification" auditing standards. Further, this course will provide guidance on how to perform an effective, efficient and profitable audit engagement. The course is loaded with practical practice aids to help enable participants to comply with the standards. Troublesome areas as identified in peer reviews and litigation will be covered. Participants who take this course will enjoy smooth sailing in their peer reviews, guaranteed! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Fixing Your Chart of Accounts

Monday, December 5, 2022 9:00am - 10:00am

Online

1.00 Credits

A well-organized chart of accounts supports robust responsibility reporting, makes it easy to answer "what if?" questions and helps eliminate data entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets, holding people accountable, gathering useful data and keeping errors from creeping into their financial statements. Best practices today look little like the examples you may have seen in business school. If you sense that your general ledger could do far more, this session will show you how to fix your problems 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 Data Analytics for Accountants and Financial Managers

Monday, December 5, 2022 9:00am - 11:00am

Online

2.00 Credits

Data Analytics and mining are the fastest growing disciplines in accounting and general management. Many organizations are either planning programs or have them already underway. Unfortunately, a number of these attempts fail due to poor planning/preparation and a lack of commitment, training, and clear vision of the program's goals. Today there is no shortage of data, but relatively few organizations have established an environment and ongoing process to isolate, capture, analyze, and convert data into actionable information. At times, even organizations that are employing leading-edge analytics are doing it with traditional, limited sets of data. This session explores how an organization can successfully become data driven. The discussion includes numerous examples demonstrating how accounting and financial professionals can build upon their current analytical skills to better perform traditional tasks and assume a role as a business partner with others in their organization. The program is aimed to assist those just beginning the journey, as well as those who want to test their current efforts or are considering the need for a restart. In addition to discussing a number of analytical tools, including available software, lists of reference books and next-level software are provided. This program continues to build upon the Controllership Update Series.

Surgent's Ins and Outs of Health Savings Accounts

Monday, December 5, 2022 9:00am - 11:00am

Online

2.00 Credits

Health savings accounts (HSAs) are an effective way for employers to provide employees with financial help so they can pay their out-of-pocket medical expenses in a tax-efficient manner. Individuals who are not participating in an employer-funded HSA may set up their own HSA to achieve the same ends. Clients often ask tax practitioners about the mechanics of HSAs and whether they are beneficial. This program is a two-hour discussion of the topic led by Roy Ramthun, who will take you through the many rules and complexities of this challenging subject.This course qualifies for IRS credit.

Impact of GASB Activities on State and Local Government

Monday, December 5, 2022 9:00am - 12:00pm

Online

3.00 Credits

Brush up on new GASB standards (bold) Trust is at the core of the accounting and finance profession. To be successful in your role and maintain the public's trust, you'll need a solid understanding of governmental accounting and reporting. Join us as we walk you through the Governmental Accounting Standards Board (GASB) standards and prepare for the future by exploring current GASB projects. Among other topics, we'll cover: - How GASB statements on financial reporting affect state and local governments - Accounting for leases techniques - Steps to take in accounting for subscription-based IT arrangements

Surgent's Advanced Individual Income Tax Return Issues

Monday, December 5, 2022 9:00am - 5:00pm

Online

8.00 Credits

Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.This course qualifies for IRS credit.

Advanced Googling for Accountants

Monday, December 5, 2022 9:30am - 11:30am

Online

2.00 Credits

The course provides a concise overview of how accountants can instantly and dramatically improve their Google search skills. Discover how to use the search service to spot opportunities and threats in your enterprise landscape earlier and faster, improve your research tactics as a trusted business advisor, slice through the endless online static and distractions, and interpret search results related to accounting in their proper context. You'll walk away with scores of practical and proven online discovery lessons that can be immediately applied, deliver instant results and serve you forever in both your professional and personal life. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Monthly Federal Tax Update - December 2022

Monday, December 5, 2022 10:00am - 12:00pm

Online

2.00 Credits

Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two-hour monthly program in order to stay abreast of these developments. Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spent on business entity taxation, IRS procedure, tax legislation and other issues. This course provides a concise look at the hottest topics affecting every tax practitioner. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary. The first presentation of this course each month will be delivered live. Subsequent presentations during the month will be a rebroadcast of the live presentation.

Power BI - Prepare Your Data Efficiently for Excel Analysis

Monday, December 5, 2022 10:00am - 12:00pm

Online

2.00 Credits

This webcast is part of the 2020 Power BI Series. Please see below for the suggested viewing order. Before you can analyze data, you first must get the data. This webcast focuses on getting data into Excel using different data sources. Whether your data is text, comma delimited (CSV), reports, Excel, databases, web, applications and/or many others, Excel provides the ability to access that data. You will learn about tools that have been added to Excel that will make accessing that data even easier, such as data models and Power Query (Get and Transform). After this webcast you will finally be able to get the data you need to perform data analysis. This series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel. Explore the other webcasts in the 2020 Power BI Series: Power BI - Introduction to MS Power BI Tools Power BI - Analyze Your Data With Excel Pivot Tables Power BI - Create Excel Dashboards for Maximum Impact Power BI - Use Power Query to Transform Your Data Power BI - Go Beyond PivotTables with Power Pivot Power BI - Use Advanced Calculations with DAX Formulas Power BI - Use PBI Desktop to Create Reports and Dashboards Power BI - Share Your Data Analysis using PowerBI.com

Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing

Monday, December 5, 2022 10:00am - 12:00pm

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."

Fundamental Responsibilities for Reviewing Workpapers

Monday, December 5, 2022 10:30am - 12:30pm

Online

2.00 Credits

Audit documentation provides the principal support for an auditor's report. Therefore, it is critical for workpaper reviewers to perform quality control procedures to ensure that technical, professional, and regulatory requirements are met. In addition, the workpaper review process should be used as a tool for professional development and promoting efficient audits. This course provides the tips and tools for satisfying these important workpaper reviewer responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Tax Returns for Married Couples: Special Consideration

Monday, December 5, 2022 11:00am - 1:00pm

Online

2.00 Credits

Navigate individual income tax law Sharpen your reviewing skills by examining case studies discussing issues for which additional information from the client may be warranted, and areas of tax law that require additional analysis and information. The course covers Section 199A, the qualified business income deduction, the home office deduction, rental properties, hobby losses, hiring of spouses, depreciation, Section 179 issues, organization and start-up costs and more! This course follows a highly illustrative case study format to increase participant comprehension and retention.

S Corporations: How to Calculate Shareholder Basis

Monday, December 5, 2022 11:30am - 1:30pm

Online

2.00 Credits

A detailed analysis of the calculations related to determining an S shareholder's tax basis for S corporation shares and loans. Learn how to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Excel - Two Must Know Features: Defined Names & Tables

Monday, December 5, 2022 12:00pm - 2:00pm

Online

2.00 Credits

Excel has over 500 functions and among those, Defined Names is one of the top choices in creating formulas that make your spreadsheets work better for you. After understanding what they are and how to properly create Defined Names, you will wonder how you managed without them for so long. This course is designed to build the foundation to becoming an Excel Formula Expert. Our focus will be on design techniques that should be used when creating formulas. You will learn how to use Defined Names and Excel Tables as an important and fundamental part of EVERY spreadsheet. You will learn techniques that most advanced users don't implement in their spreadsheets but should. After completing this course, you will be well on your way to becoming an Excel Formula Expert. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. 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 Annual Update for Defined Contribution Plans

Monday, December 5, 2022 12:00pm - 2:00pm

Online

2.00 Credits

This course will provide a general understanding of the new reporting and disclosure requirements for employee benefit plans under the now effective SAS 136, the AICPA's new employee benefit plan auditing standard. Participants will be provided with an insight into the common errors and mistakes made by auditors and plan administrators, as well as the new requirements of both groups under the new SAS. The course will discuss the results from the Department of Labor's ("DOL") Criminal Enforcement initiative and audit quality study, and focus on the causes of the recent increase in the number of deficient engagements identified by the peer review process. This course will provide auditors and plan administrators with up-to-date information regarding defined contribution plans auditing, reporting and disclosure requirements, including those related to the new ERISA Section 103(A)(3)(c) audits under SAS 136.

Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

Monday, December 5, 2022 12:00pm - 2:00pm

Online

2.00 Credits

Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.

Surgent's Controllership Skills Update - Budgeting, Forecasting, and Big Data

Monday, December 5, 2022 12:00pm - 2:00pm

Online

2.00 Credits

Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer term, demonstrating the lack of this necessary linkage. Forecasting, a critical part of any successful budgeting process, can be flawed by technical errors, organizational structure, or emotional forces. The establishment of a system to collect, process, and analyze big data can provide significant insights into the budgeting and forecasting process. An efficient system of incorporating big data and analytics into normal activities will improve management's decision-making. this brief program offers specific actions to improve your forecasting and budgeting activities. In addition, more advanced techniques are identified for the participant's further review, which can be applied throughout an organization. Good budgets effectively allocate resources, provide information for decision-making and serve as an early warning system for unforeseen events. A poor budgeting process fosters a false sense of security, provides inappropriate or inaccurate data, and re-enforces the status quo. Budgets are about the organization's story, not just the raw numbers!

Surgent's Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041

Monday, December 5, 2022 12:00pm - 2:00pm

Online

2.00 Credits

Some of your clients have estate plans that provide for testamentary trusts. Other clients make gifts to irrevocable trusts during their lifetime. And some will die with probate estates. Therefore, you should have a basic understanding of how the income tax applies uniquely to trusts and estates. For example, "distributable net income" (DNI) is a trust-only concept that is essential to understand. Plus, the deductions for fiduciary fees, charitable deductions and certain miscellaneous deductions (such as investment advisory fees, and attorney/accountant fees) are treated differently than for individual taxpayers. However, with a decent understanding of the basic income tax and net investment income tax (NIIT) rules, you can add significant value to your clients.This course qualifies for IRS credit.

Surgent's Guide and Update to Compilations, Reviews, and Preparations

Monday, December 5, 2022 12:00pm - 3:30pm

Online

4.00 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. The course will also 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 SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.

Artificial Intelligence for Accountants

Monday, December 5, 2022 12:30pm - 2:30pm

Online

2.00 Credits

This course provides a concise overview of artificial intelligence (AI) -- technology that can virtually learn on its own -- and how it can help accountants boost their revenue, relevance and value. The software self-educates by drawing conclusions from large quantities of data and adjusting its activities based on its observations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.