CPE & Event Catalog
Introduction to Preparation Engagements WEBCAST
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Your Desk
2.0 Credits
Purpose and scope of preparation engagements under SSARS, how preparation engagements differ from compilations, reviews, and bookkeeping. Required elements of the engagement letter. Management’s responsibilities vs. the accountant’s responsibilities. Preparing financial statements in accordance with the chosen reporting framework. Required labeling of each page of the financial statements. When notes may be omitted and how to disclose this. Situations that fall outside a preparation engagement. Documentation requirements for basic compliance.
The Needed Focus on Cyber-Security WEBCAST
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Your Desk
2.0 Credits
Understanding cyber. Policies, procedures, and control measures to secure and enhance cyber operations.
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals WEBCAST
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Your Desk
2.0 Credits
Establishing and administering a Trump Account. Who can make contributions to a Trump Account. Limits on contributions to a Trump Account. Employer contributions to a Trump Account. Participation in the pilot program that a Trump Account can invest in. Basis tracking for after-tax contributions. Taxation of distributions from a Trump Account. Rolling a Trump Account into another account. The potential advantages and disadvantages of having a Trump Account. Opting out of a Trump Account. Issues impacting a Trump Account, such as distribution, when the beneficiary turns 18.
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation WEBCAST
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Your Desk
2.0 Credits
Introduction to the OIC program, Types of OICs. Eligibility criteria. Financial analysis. Offer amount calculation. Preparing Forms 656 and 433-A(OIC)/433-B(OIC). Supporting documentation and strategy. OIC submission and IRS review process. Appeals and negotiation techniques. Best practices and common pitfalls. Real-world scenarios and case studies.
Surgent's Federal Tax Update WEBCAST
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Your Desk
4.0 Credits
Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act. Comprehensive coverage of business provisions of the One Big Beautiful Bill Act. Qualified Small Business Stock Exclusion. The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities. Timely coverage of breaking tax legislation. Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas.
Introduction to Review Engagements WEBCAST
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Your Desk
2.0 Credits
Purpose and scope of review engagements under SSARS, AR-C Section 90. Basic performance requirements, including inquiries and analytical procedures. Establishing an understanding with the client. Fundamental documentation requirements. Management’s responsibilities vs. the accountant’s responsibilities. Overview of the management representation letter. Introduction to going-concern considerations. Key elements of the review report.
2027 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.