CPE Catalog & Member Events
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State and Federal Ethics Considerations 26-27
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Webinar
4.00 Credits
Member Price: $175
• Statutory developments• Key cases that impact your client• Administrative and procedural developments" Federal and state standards of tax practice• Return preparer registration (state and federal)• State and federal penalties that apply to tax practice• Conflicts of interest related to flow-through entities• Ethics issues related to operating a virtual tax practice• Application of taxpayer privileges in tax practice• Understand Due Diligence.
10 Keys to Outstanding Service and More Referrals
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Webinar
4.00 Credits
Member Price: $129
Communicate more powerfully with clients and other CPA's by understanding human behavior How to judge if your communication is effective in motivating someone How to get someone to really hear you and how to really hear what someone else is “not saying.” How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use How to persuade people without them knowing they are being persuaded How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development The art of getting more referrals and turning referrals into clients Why great service is better for your business in the long run How to know what’s most important to your client or boss—so you can focus on that
Staff Tax Training: Partnerships and LLCs—Form 1065 26-27
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Webinar
16.00 Credits
Member Price: $589
• Extensive review of the partnership tax laws with an emphasis on any new legislative changes and Form 1065 (and related schedules) preparation issues• Overview of different forms of business entities, including the check-the-box regulations• Formation issues, including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member• Schedule K and K-1'preparation issues including separately and non-separately stated income and expense items (including the 20% qualified business income (QBI) deduction, 3.8% net investment income tax, business interest deduction limitations, fringe benefits and entertainment expenses)• Calculating the tax and §704(b) book capital accounts• Understand the substantial economic effect requirement to have special allocations to the partners/members• Allocation of recourse and non-recourse debt to the schedule K-1s• Deductibility of fringe benefits, including health insurance premiums• Guaranteed payments & self-employment tax issues and pitfalls• Overview of how partnership losses and deductions can be limited to calculating a partner/member's outside basis and at-risk rules• §754 election for optional basis adjustments triggering §743 (transfer of interests) and §734 (distributions)• Partnership liquidation and distribution tax ramifications at both the partnership and partner level
Taxation of the Cannabis Industry
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Industrial hemp vs. marijuana.Income definitions under I.R.C. §61.Tax code restrictions: §280E and §471.State-specific marijuana laws.Cash management in cannabis businesses.Federal court case analysis.
Viewing A&A Through the Eyes of a Tax Practitioner
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The role of financial reporting for a myriad of usersFundamentals conceptsSpecial Purpose FrameworksFinancial statement analysisCross-functional collaboration
Surgent's Annual Accounting and Auditing Update
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Webinar
8.00 Credits
Member Price: $299
Recently issued FASB Accounting Standards Updates, PCC Update, and items on the FASB’s Technical Agenda Recently issued ASUs covering derivatives, credit losses under ASC 326, government grants, and expense disaggregation FASB Final PIR Report for Leases (Topic 842) Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Proposed SAS on the auditor’s responsibility relating to fraud Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters
Mastering The Three Pillars of Cybersecurity: Team & Compliance
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Webinar
1.00 Credits
Member Price: $39
Technology Cybersecurity
Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Webinar
1.00 Credits
Member Price: $39
Emotions Relationships Emotional Intelligence Communication
Retaining Top Talent: Strategies for CPA Firms
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Webinar
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: The true cost of turnover versus retention investment Research findings on why professionals leave or stay Whole-person retention strategies beyond compensation Work-life balance solutions that maintain productivity Career development paths for non-partner track professionals Business model transformations for sustainable staffing Technology and outsourcing strategies to reduce burnout Retention strategies specific to diverse talent and younger professionals
Better Business Writing: Improve Your Speed and Quality
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Webinar
2.00 Credits
Member Price: $79
Writing Communications
Communicating in a Virtual and Live Environment - Numbers Matter But So Do Words
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Webinar
2.00 Credits
Member Price: $79
Tackling the emotions of presenting Use of visuals in presentations Telling stories Who is your audience and why is it crucial? Defining presentations in a virtual and live world dynamic Discuss the overarching themes of effective presentations Building out a presentation with a roadmap order Discuss the types of presentations, including the good and the bad Tips on the right considerations in being effective in virtual presentations
The Current and Future Landscape of Audit Technology
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explore the transformative impact of technology on the audit profession in this forward-looking courseGain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automationNavigate the evolving audit landscape with confidence and adaptability
Understanding Internal Control Constructs
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Accounting for Digital Assets under US GAAP: Classification, Measurement, and Recognition
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Webinar
1.00 Credits
Member Price: $49
Brief overview of digital assets. How to account for investments in crypto assets, like bitcoin. How to account for the receipt of digital assets when received as consideration from a contract with a customer. How to apply the intangible asset accounting model to holdings of digital assets. How to account for the sale of digital assets. Factors that custodians or depositors of digital assets may consider to determine when to recognize ownership of digital assets.
Getting the Most When Selling a Business: Little Details to Get Top Value
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Webinar
2.00 Credits
Member Price: $79
What do buyers really want? Steps to take so your business will be attractive to buyers The process to prepare for a sale The steps and timing Pitfalls to avoid The value of a strong advisory team Key considerations
Cryptocurrencies for the CFO: Explaining Blockchain
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Webinar
2.00 Credits
Member Price: $79
What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting
Surgent's Annual Update for Defined Contribution Plans
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Webinar
2.00 Credits
Member Price: $99
Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study
Surgent's Marijuana: A Generalized Business Viewpoint
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Webinar
2.00 Credits
Member Price: $99
An overview of current state and federal laws governing marijuana A review of state boards of accountancy regarding marijuana How some financial professionals are capitalizing on the marijuana industry Providing auditing and tax services within the marijuana industry How accountants and other financial professionals can manage risk within this industry IRC Section 280E’s prohibition of deductions involving controlled substances A summary of various state taxation laws on marijuana Ethical issues for accountants who work in the marijuana industry Relevant banking regulations Growth projections
Surgent's Taxation of Tips and Overtime Under OBBBA
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Webinar
2.00 Credits
Member Price: $119
$12,500 deduction per individual for qualified overtime pay Payment of overtime under the Fair Labor Standards Act (FLSA) Calculating the “premium portion” of the extra half-time pay Social Security and Medicare withholding Employer furnishing the record of qualified overtime compensation to employees Definition of a qualified tip IRS list of traditionally-tipped occupations $25,000 deduction for reported tips The transition rule allowing employers to indicate the approximate amount designated as tips or overtime State tax issues relating to tips and overtime Changes in the W-2 reflecting new employer reporting responsibilities