CPE & Event Catalog
Inspector Gadget Technology Update WEBCAST
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Your Desk
2.0 Credits
Emerging technologies. AI and RPA. Blockchain and 5G. Gears and gadgets. Internet-of-Things.
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2 WEBCAST
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Your Desk
4.0 Credits
Why important things don't get done on a timely basis, and what to do about it. Five ways to increase productivity that almost no one ever uses. The four proven ways to keep yourself and your staff motivated to consistently work at the highest level. How to avoid feeling stressed out, even though your to do list is endless. The three time management techniques that you're not using that are critical to your success. How to know and avoid what is a poor use or waste of your time. How to set goals that excite you, and how to guarantee they actually get done. Three ways to elicit help from others that ensure their cooperation and help. The smart things to do with the extra time you'll have when you're on top of it all.
Defining Where and Why Internal Controls are Needed WEBINAR
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Your Desk
2.0 Credits
Control design basics. Areas or segments of an enterprise to control. Controls to reduce risk. Controls to drive operations.
The Controller Function - Elevating the Role WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance.
Managerial Accounting: Your Prescription for Better Decision Making WEBCAST
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Your Desk
4.0 Credits
Target profit and Break-even analysis. Relevant costs and decision-making. Standard costs and variances. Activity-based costing. Segment reporting and analysis. Budgeting.
Excelling at Excel: The Magic of Power Query WEBCAST
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Your Desk
2.0 Credits
Intro to Power Query and how to get started. Examples of data clean up using Power Query. Combining workbooks and files with Power Query.
Revenue Recognition in an Environment of Uncertainty WEBCAST
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Your Desk
2.0 Credits
Alternatives to adopting Topic 842. Short-term lease and related-party leasing arrangements. Identifying lease agreements under the new rules. Proper treatment of lease incentives, leasehold improvements, and lease modifications.
Dashboard and Report Design Principles Using Excel WEBCAST
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Your Desk
4.0 Credits
Principles of visual design for dashboards and reports. Chart design for rapid understanding. Table design for efficiency. Effective use of commentary. Strategic layout techniques. Trend analysis methods. Developing organizational design standards. Excel application techniques. Critical review skills. Best practices for data presentation.
AI for CPAs - How it Works and How to Apply it WEBINAR
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Your Desk
4.0 Credits
Fundamentals of machine learning and AI algorithms. How generative AI models like ChatGPT function. Practical examples of generative AI in accounting, finance and tax. Key terminologies and concepts simplified. AI Agents for process automation.
Passive Activities & Rental Real Estate Income Tax Issues WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of the passive activity rules under IRC Sect.469 (and related regulations), how the 3.8% net investment income tax under Sect.1411 and qualified business income (QBI) deduction under Sect.199A applies to rentals and passive activities, and what is a trade or business rental is under Sect.162. How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships. Definition of an activity and the activity grouping and disclosure rules. Real estate professional exception to the PAL rules for investments in non-passive rentals. Special $25,000 loss allowance for rental real estate with active participation. Material participation safe harbor rules. Events that trigger suspended PALs. Limitations on tax credits generated by passive activities. Special rules that re-characterize passive income to non-passive income. What rentals are subject to self-employment tax under Sect. 1402.
Effective Communication Skills WEBCAST
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Your Desk
1.0 Credits
Communication. Confidence. Leadership.
Partnership & S Corporations: How to Calculate Basis WEBCAST
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Your Desk
4.0 Credits
Calculation of basis when the entity is formed, including the impact of contributed property. How to calculate partnership tax basis capital accounts. Clarifies the how partnerships and S corporations debt impacts tax basis. Discusses how distributions affect basis. Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest. Discusses how S corporation losses impact Form 1040 Schedule E reporting. Comprehensive examples to illustrate the mechanics of the basis determination process.
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
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Your Desk
8.0 Credits
Timely coverage of breaking tax legislation. Applicable coverage of any basis considerations within any recent tax legislation. Passthrough basis calculations required as attachments to certain individual returns. How Schedule 179 limitations affect basis and how tax-benefit rule is applied. How to calculate basis of inherited qualified and joint tenancy property. Tax basis capital account reporting requirements. Determine how to calculate basis. Understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders. Recognize how AAA applies or doesn't apply to S corporations. Discuss loss limitation rules in depth. Understand distributions of cash and property. Learn the detailed rules of Schedule 704 for preventing the shifting of tax consequences among partners or members. Learn to calculate basis under Schedule 704 and for "at-risk" under Schedule 465. Review Schedule 754 step-up in basis rules. Learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid.
International Cross Border Transactions WEBCAST
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Your Desk
2.2 Credits
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk.
Crucial Real Estate Taxation Insights Part 1 WEBCAST
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Your Desk
2.0 Credits
Bonus depreciation. Section 179 de minimis deductions.
Partnership Checkup: Tax Issues & Forms Reporting WEBCAST
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Your Desk
4.0 Credits
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis. Impact of contributed property. Explain the importance of shareholder loans to the entity. Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest. Comprehensive examples illustrate the mechanics of the basis determination process. Discusses how S corporation losses impact Form 1040 Schedule E reporting. How to get from the Schedule K-1 information to the basis calculations.
Controls to Secure the Growing Digital Footprint WEBINAR
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Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
Sticky Ethical Choices, featuring Bob Mims and Don Minges WEBCAST
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Your Desk
1.0 Credits
Why are some choices so difficult? The consequences of pulling the trigger quickly. How to evaluate ethical situations and remain above-board.