CPE Catalog & Events
Form 706 Preparation Part 2: Reporting Assets 2023
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Webinar
2.00 Credits
Member Price: $89
• Action steps in 706 preparation engagement • Filing requirements, new forms, IRS return review procedures, closing letters • Obtaining transcripts and previously filed returns • Completing introductory pages 1 - 4 • Worksheets provided: Summary of Estate Plan • Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Risk Assessment Under SAS No. 145
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Webinar
2.00 Credits
Member Price: $118
Risk assessment under SAS No. 145 Overview of the steps to perform during risk assessment Testing the design, implementation, and operating effectiveness of controls New concepts due to the issuance of SAS No. 145
Performance Management in Challenging Times
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Building trustProviding valuable feedbackTechniques for active listening
Controller Series: Insightful Financial Analysis
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Webinar
1.00 Credits
Member Price: $71
Reasons why it's so difficult to provide an "insightful" financial analysis What is the definition of a financial analysis The six steps of a financial analysis Key takeaways
Integrity, Objectivity and Judgment: Values in Action
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this class include:AICPA Code of Conduct: Integrity and ObjectivityCase Study: Mortgage crisis of 2007-2010Case Study: World Com
Creating a Culture of Trust: Build Loyal and Engaged Teams
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Webinar
1.50 Credits
Member Price: $59
Culture Trust
Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization
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Webinar
2.00 Credits
Member Price: $118
Project Management: Getting the Best Out of Your Team
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:When to incorporate project management best practices to get the best out of your teamFive ways project management helps get the best out of your team
The Tax Practitioners Guide to Estate Administration
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Webinar
2.00 Credits
Member Price: $79
Estate settlement issues Collection and accounting of assets Determining the legitimacy of debts and creditors Payment of creditors Distribution issues Probate issues Will contests Inventory of assets Fiduciary duties Rights of creditors, third parties, and beneficiaries Federal estate tax issues State death tax issues Ancillary estate administration issues Fiduciary accounting issues Special issues regarding trusts
Yellow Book Update
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Yellow BookSingle AuditsGAGAS
IRS Installment Agreements and CAP Appeals
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this course include:Different types of installment agreementsNegotiating installment agreements in the fieldRequesting and reviewing IRS recordsWhen to use a CAP and how to use this to your client's advantageClever strategies to employ when developing a CAP appeal
Monthly Individual Tax Update 2023
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Webinar
1.00 Credits
Member Price: $49
• Individual tax developments coming from Congress, the Treasury Department, the courts and academe • Time-sensitive topics from the past 30 days
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
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Webinar
1.00 Credits
Member Price: $39
Emotional Intelligence Communication Teamwork
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
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Webinar
1.00 Credits
Member Price: $39
Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment
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Webinar
2.00 Credits
Member Price: $99
An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance An overview of sexual harassment and workplace retaliation The supervisor’s (or manager’s) role in preventing harassment and in reducing the company’s potential liability through good faith efforts at compliance Review a compliant procedure for handling harassment concerns
Collaborative Communications: Working with Diverse Styles
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Webinar
2.50 Credits
Member Price: $89
Communications
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results
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Webinar
1.00 Credits
Member Price: $39
Relationships
Ethics Update: A Guide to Circular 230
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Webinar
2.00 Credits
Member Price: $79
Understanding the Taxpayers Bill of Rights Oversight of the Tax Profession Various Circular 230 issues Practice before the IRS Definition of a preparer Rules of written advice Unenrolled return preparers Unlicensed activity Record requests Confidentiality Use of a third-party service provider Knowledge of client’s omissions Best practices Due diligence Competence Written advice False Opinions
Time's Up-Pivoting Your Firm to a Subscription Based Model 2023
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Webinar
2.00 Credits
Member Price: $89
• The three types of adoption approaches to creating a subscriber base • Five approaches to value nurturing-that is, what happens after the sale to help customers achieve success and realize value • Ten best practices to reduce churn (i.e., losing subscribers) • Essential growth strategies to deploy
Risk Assessment: A Common Deficiency
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Webinar
1.00 Credits
Member Price: $39
AU-C 315 AU-C 330 Auditing