CPE Catalog & Events
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
Wednesday, April 27 8:00am - 4:00pm
Webcast
8.00 Credits
Annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc. Best practices for engagement planning, internal controls, risk assessment, and detailed testing How to avoid common mistakes made while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues The new audit standard for employee benefit plans
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
Wednesday, April 27 12:00pm - 3:30pm
Webcast
2.00 Credits
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media's place in our organization
Surgent's Ethical Considerations for the CPA
Wednesday, April 27 12:00pm - 3:30pm
Webcast
4.00 Credits
Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller
Wednesday, April 27 8:00am - 4:00pm
Webcast
8.00 Credits
Regulatory, fiscal, and monetary policies impact on the organization Dodd-Frank Bill and impact on financial reform Health insurance reform and the impact on the employer Managing risk in an uncertain economic climate
Systems Thinking for CPAs
Wednesday, April 27 12:00pm - 1:00pm
Webcast
1.00 Credits
The major topics that will be covered in this class include:Pattern recognition and interconnectednessForesightEmergenceComplexitySystem mapping
Working Smarter: Power-up Your Productivity
Wednesday, April 27 3:00pm - 5:00pm
Webcast
2.00 Credits
The major topics that will be covered in this course include:Increasing personal and professional productivityIdentifying high-value projects that align with your organization's missionImplementing effective project management tools
Acts Discreditable: A Powerful Ethics Rule
Thursday, April 28 1:00pm - 2:00pm
Webcast
1.00 Credits
AICPA Rules-Based EthicsA Narrow View of Acts DiscreditableCompare: A Principled View of Acts DiscreditableCaseConclusion
Cases in Corporate Ethics: Discuss Real Life Conflicts
Thursday, April 28 8:00am - 12:00pm
Webcast
4.00 Credits
We introduce new case selections to this seminar every year. Past cases have included these issues:Can you protect the public interest without violating our profession's confidentiality rules?How can a corporate world CPA get in trouble with their board of accountancy?Is a culture of fear and intimidation particularly susceptible to corporate fraud?How can using the CPA credential get a corporate accountant in trouble?Is exaggerating your CPE hours a violation of our professional codes of conduct?What are your options when your employer is clearly breaking the law?Does any legislation provide effective Whistleblower protection?
CPA Super Search: A New Research Checklist System for Google
Thursday, April 28 9:00am - 11:00am
Webcast
2.00 Credits
The major topics that will be covered in this class include:CPA SuperSearch overviewPanopticalsInstitutionsSentimentAdvisoryInfluencersCredentialsFirmsAppsOutputsDomainRegulatorsOccupations
Emerging and Evolving Issues in Marijuana and Hemp/CBD
Thursday, April 28 11:00am - 1:00pm
Webcast
2.00 Credits
The major topics that will be covered in this class include: The growing acceptance of CBD products and formulationsThe historical background of the cannabis plantThe evolution of laws and regulations related to marijuana and industrial hemp
Excel - Feature Review in 100 minutes
Thursday, April 28 8:30am - 10:30am
Webcast
2.00 Credits
The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you
Handling Complex Related Org Issues: Schedule R's Parts II-V
Thursday, April 28 11:30am - 2:00pm
Webcast
2.50 Credits
The major topics that will be covered in this class include:Quick refresher of what conditions yield "parent," "subsidiary" or "sibling" status in the case of a party who is a nonprofit/nonstock entityReview of the definition of "control" applied to: stock corporations, entities taxed as a partnership, and trusts Deep dive into the nuances of "indirect control" under IRC section 318's constructive ownership rulesFinding "sibling" organizations due to "joint control" in place under multiple partiesHandling bifurcated "questionnaire needs" with a filer's Trustees/Directors and employees regarding Board service on other nonprofits versus those necessary with current and former Part VII-A managers (including High 5s) regarding compensationAddressing related organization impacts on the count of independent Directors (query made on Core Form Part VI, Line 1) and with respect to potential excise tax exposure under IRC section 4960 Disclosure specifics for the R's Parts II-IV, and those relating to "transactions" general address on Part V's Line 1 and via dollar amount when Line 2's relevant triggers apply
Individual Tax Update with Steve Dilley
Thursday, April 28 2:30pm - 4:30pm
Webcast
2.00 Credits
The major topics covered in this class include:NEW 2020-21 tax legislative developments and rulings impacting individual taxpayers, including COVID-19 related updatesUpdate and highlights of recent Acts, including December 2020 and Spring 2021 relief actsForm 1040 and any significant changes to related forms and schedulesSection 199A update, including rental real estate and other passive activity lossesCapital gains and lossesChild tax creditAny other key rulings and regulations impacting individual taxpayers
IRS Internet Resources for Accountants
Thursday, April 28 3:00pm - 5:00pm
Webcast
2.00 Credits
IRS.gov Overview:Hidden IRS GemsForms and PublicationsElectronic FilingPayment SystemsRefund TrackingOnline ToolsOnline Estimators and CalculatorsAssistance ServicesAffordable Care Act Tax ProvisionsForeign Account Tax Compliant ActIdentity Protection and Tax Fraud AlertsProfessional Development and AccreditationTax StatisticsSocial MediaIRS Jobs and CareersIRS Strategic Plan Third Party IRS Resources
Reporting the Results of a Fraud Investigation
Thursday, April 28 12:30pm - 2:30pm
Webcast
2.00 Credits
The major topics covered in this class include:Written reports and supporting documentationMethods of presenting evidence to help non-accountants understand the numbersEvaluating reports of opposing expertsResponding to a motion in limine or Daubert challenge as an expert witnessCommon lines of questioning for financial expertsPreparing for deposition and trialEffectively testifying at deposition and trial
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
Thursday, April 28 12:00pm - 3:30pm
Webcast
4.00 Credits
AICPA’s Enhancing Audit Quality initiative Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Tax Implications of Cryptocurrency
Thursday, April 28 10:30am - 12:30pm
Webcast
2.00 Credits
The major topics that will be covered in this class include:Blockchain basicsClassification of cryptocurrencyIRS Notice 2014-12Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency.Gift tax rules for donating, gifting or bequeathing cryptocurrency.Traps for the unwary.
The Tax Bill is Huge! What's Next for your Client
Thursday, April 28 9:30am - 11:30am
Webcast
2.00 Credits
The major topics that will be covered in this class include:IRS collection processHow the IRS utilizes Tax Liens and Tax Levies to collect back taxes, and the various options practitioners have to help taxpayers. Review of the collection alternatives available, including installment agreements, noncollectable status, offers-in-compromise and bankruptcy.
Top Secret Strategies for Attracting A+ Talent
Thursday, April 28 2:00pm - 3:00pm
Webcast
1.00 Credits
The major topics that will be covered in this class include:What motivates talent and draws them to organizations todayWays to leverage your company's mission, values and purpose and why these matterHow a company's investment in personal development attracts talent and ways to improve your learning and development strategyWhat an employee ambassador is and how to use them effectivelyElements of culture that draw A+ talentHow to tell a candidate's quality of work standardsHow to communicate your team's standards
Excel - New Features That Benefit Excel 2019 & O365 Users
Friday, April 29 8:30am - 10:30am
Webcast
2.00 Credits
The major topics that will be covered in this class include:The new capabilities of Array FormulasNew formula functions, including XLOOKUP, XMATCH, SEQUENCE and moreUsing the Ideas featureMany more new features