CPE & Event Catalog
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.
Management's Discussion & Analysis - What You Need to Know FLEXCAST
Available Until
Your Desk
3.0 Credits
Full fiscal year requirements. Liquidity and capital resources. How to improve MD&A. Comment letter analysis on MD&A.
10 Key Rules for Mastering the SEPP/72(t) Exception to the 10% Early Distribution Penalty for IRAs and Employer Plans ON DEMA
Available Until
Your Desk
1.0 Credits
Key factors for determining if an individual is a good candidate for a 72(t)payment program. Strategies for calculating 72(t) payment amounts. How to avoid transactions that could result in a modification. The exception that allows switching of the 72(t) calculation method. The exception that allows a 72(t)-payment program to be discontinued.
101 Financial Solutions: Diagnosis and Remedy ON DEMAND
Available Until
Your Desk
10.0 Credits
Pricing. Sales and advertising. Inventory. Production shortfalls. Profit targets. Unrealistic break-even point. Excessive cost-to-production volume. Weak sales mix. Potential loss of a contract. Risk-return unbalance. Risk in the industry, and more.
179D EECBD Overview ON DEMAND
Available Until
Your Desk
1.0 Credits
Section 179D.
2024 Focus on Fraud ON DEMAND
Available Until
Your Desk
1.0 Credits
Fraud.
2024 World's Liveliest Auditing Update ON DEMAND
Available Until
Your Desk
3.0 Credits
Current audit requirements.
45L Energy Efficient Home Tax Credit ON DEMAND
Available Until
Your Desk
1.0 Credits
The 45L Energy Efficient Home Tax Credit.
7 Habits of Effective Auditors ON DEMAND
Available Until
Your Desk
1.0 Credits
7 habits of effective auditors.
7 Habits of Effective CFOs ON DEMAND
Available Until
Your Desk
1.0 Credits
Search for financially viable solutions. Prune the business. Manage the bottleneck. Advise on acquisitions. Act on risk. Monitor cash flows. Manage strategy. Search for the next crisis
7 Habits of Effective Controllers ON DEMAND
Available Until
Your Desk
1.0 Credits
Search for errors. Adjust workloads. Eliminate reports. Close the books fast. Automate transactions. Improve cash flows. Point out financial problems.
A Comparison of GAAP to IFRS Standards FLEXCAST
Available Until
Your Desk
5.0 Credits
General principles of US GAAP and IFRS standards. Rules. Significant differences. Inventories and investments. Similarities. Restrictions. Special considerations.
A Practical Guide to Mergers, Acquisitions and Divestitures FLEXCAST
Available Until
Your Desk
6.0 Credits
Mergers and acquisitions. Key concepts. Factors to consider. Impact of a merger. Other matters. Divestiture. Candidate for divestiture. Tax implications. Accounting for divestitures.
A Simple Approach and Overview to Virtual Currency ON DEMAND
Available Until
Your Desk
1.0 Credits
Cryptocurrency.
A&A Update and Beyond: The New Normal - Compilations and Preparation Services ON DEMAND
Available Until
Your Desk
1.0 Credits
Compilations. Preparation engagements. Efficiency tips.
A&A Update and Beyond: The New Normal - Reviews - Limited Assurance, Limited Work ON DEMAND
Available Until
Your Desk
1.0 Credits
SSARS 21. SSARS 25. Special purpose frameworks.