WICPA CPE & Special Event Catalog
Surgent's IRS Tax Examinations & Hot Issues
Available Until
Online
4.00 Credits
Member Price: $574
The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns, Accounting, Tax and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting, Tax and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.Note: This is a downloadable self-study course.
Surgent's IT Governance & Risk Management
Available Until
Online
2.00 Credits
Member Price: $356
This course covers the key components of IT governance and risk management through interactive discussions and hands-on activities. By the end of the course, participants will have a thorough understanding of the function of IT governance within an organization, including roles and responsibilities and key frameworks. In addition, participants will learn about IT risk identification and assessment methods and IT general and application controls. Business process management and change management will also be discussed.Note: This is an on-demand webcast self-study course.
Surgent's IT Systems & Data Management
Available Until
Online
2.00 Credits
Member Price: $356
Explore the critical intersections between information technology (IT) systems and data management through this specialized CPE course for accounting professionals. This session covers business resiliency and disaster recovery strategies, change management processes and much more. Through interactive discussions and hands-on activities, participants will learn how to enhance their organization's IT framework while ensuring robust data collection and storage. Equip yourself to oversee IT systems with confidence and reinforce data integrity and system availability. Note: This is an on-demand webcast self-study course.
Surgent's Key Partnership & S Corporation Tax Planning Strategies
Available Until
Online
4.00 Credits
Member Price: $316
Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.Note: This is a downloadable self-study course.
Surgent's Key Partnership & S Corporation Tax Planning Strategies
Available Until
Online
4.00 Credits
Member Price: $516
Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.Note: This is an on-demand webcast self-study course.
Surgent's Latest Developments in Governmental Accounting & Auditing
Available Until
Online
8.00 Credits
Member Price: $636
This year is indeed another year of significant change in the world of governmental accounting and auditing. Time is valuable and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 20 focused exercises are included to provide an enhanced working knowledge of the latest developments in governmental accounting and auditing.Note: This is a downloadable self-study course.
Surgent's Latest Developments in Government & Nonprofit Accounting & Auditing
Available Until
Online
8.00 Credits
Member Price: $636
This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 25 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.Note: This is a downloadable self-study course.
Surgent's Latest Developments in Government & Nonprofit Accounting & Auditing
Available Until
Online
8.00 Credits
Member Price: $796
This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 25 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.Note: This is an on-demand webcast self-study course.
Surgent's Latest Developments in Nonprofit Accounting & Auditing
Available Until
Online
8.00 Credits
Member Price: $636
This year is indeed another year of significant change in the world of nonprofit accounting and auditing. Time is valuable and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 20 focused exercises are included to provide an enhanced working knowledge of the latest developments in nonprofit accounting and auditing.Note: This is a downloadable self-study course.
Surgent's Lease Accounting: The Impact of Changing Standards on Both Lessors & Lessees
Available Until
Online
2.00 Credits
Member Price: $356
The effective date for ASU 2016-02, Leases (Topic 842) is finally here. The new standard eliminates one of the largest forms of off-balance sheet accounting and requires most leases to be brought onto the balance sheet irrespective of their classification as either financing or operating. The new guidance in ASC 842 also makes other changes in lease accounting for both lessees and lessors. This course will discuss the impact of these changing standards on both lessees and lessors and discusses recently issued updates to ASC 842. Now is time to get up to date on all that is going on with regard to lease accounting.Note: This is an on-demand webcast self-study course.
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
Available Until
Online
2.00 Credits
Member Price: $436
Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting malpractice claims. Understanding the most common types of accounting malpractice claims provides a roadmap of what not to do. This course provides a current overview of accounting malpractice litigation throughout the United States. The goal is to learn about the types of claims asserted against CPA firms and strategies to employ to avoid such claims. Reviewing malpractice claims allows us to identify patterns of behavior that may reduce litigation risk. This course includes 1 credit of Regulatory Ethics and 1 credit of Business Law.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.Note: This is an on-demand webcast self-study course.
Surgent's Lessons Learned From Successful Companies
Available Until
Online
2.00 Credits
Member Price: $356
Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, research shows that corporate success often hinges on whether a company is value driven. Such companies have core ideologies that drive almost every major decision. In this course, we look at empirical data on why some companies succeed while others fail. By looking at companies that were created prior to 1950 (e.g., Disney, Marriott, or 3M), we can understand why certain organizations have been able to grow and achieve exceptional success through many different eras in the American economy. The lessons learned from these visionary companies can be broadly applied to organizations of all sizes, including accounting and financial service firms. Note: This is an on-demand webcast self-study course.
Surgent's Lessons Learned: What a $53 Million Fraud Can Teach Us
Available Until
Online
2.00 Credits
Member Price: $356
This course will take an in-depth look at the largest municipal fraud in U.S. history. What red flags did the auditors miss? What red flags did the bank miss? This course includes a conversation with former U.S. Marshal Jason Wojdylo, who was an integral part of this case. This is the fourth of five 2-hour courses in Surgent's Fraud Certificate Program. This program includes a combination of lectures, animated videos and live interviews with white-collar offenders and whistle-blowers. Each course is designed to be engaging and informative and will enhance your understanding of fraud.Note: This is an on-demand webcast self-study course.
Surgent's Leverage PowerBI.com to Create Data Analysis for Others
Available Until
Online
2.00 Credits
Member Price: $436
Unlock the full potential of data analytics with this specialized course. This two-hour intensive course is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making. Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing data sets, reports and dashboards and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike. Through this course, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate data sets, reports and dashboards, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape, offering not just theoretical knowledge but real-world applications. Upon completion, participants will not only have a thorough understanding of PowerBI.com but will also have the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skill set and make data-driven decisions with ease.Note: This is an on-demand webcast self-study course.
Surgent's Leveraging AI for Data Analytics in Accounting
Available Until
Online
2.00 Credits
Member Price: $356
This course explores the data analytics aspects of AI in accounting. Participants will develop skills in leveraging AI tools for enhanced data analytics.Note: This is an on-demand webcast self-study course.
Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis
Available Until
Online
8.00 Credits
Member Price: $636
While the effective date of Topic 606 has passed for most entities, there will always be a need for a comprehensive review of the accounting related to revenue recognition. Also, if you are taking advantage of the FASB deferral of Topic 606's effective date, you are still completing your implementation plan. Whether you are looking to improve your revenue recognition processes, benchmark your financial statement disclosures against your peer group, or assess the impact of changes to your revenue recognition processes due to COVID-19, this course will provide you with the information you need to apply Topic 606 in this current environment. This course will both provide the detailed review of the Topic 606 guidance, including identifying and discussing those areas of Topic 606 implementation which were the most challenging for many entities. We will review the Topic 606 five-step revenue recognition model, highlighting areas of nuance and significant judgment and focus on disclosure requirements under the new standard. Then we'll focus on lessons learned from companies' ongoing implementation of the new guidance, focusing on ways to continue to enhance the recording of revenue, the relevancy of the financial statement disclosures related to revenue and addressing common operational issues which arose with the adoption of Topic 606. Plus, the course will point out the accounting impact of changes that many companies made to their revenue recognition approaches as a result of COVID-19. As public companies have already found out, the application of Topic 606 is an evolving exercise, with great opportunity to improve your original efforts by learning from the results of others. This course will provide the forum to do so.Note: This is a downloadable self-study course.
Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis
Available Until
Online
8.00 Credits
Member Price: $796
While the effective date of Topic 606 has passed for most entities, there will always be a need for a comprehensive review of the accounting related to revenue recognition. Also, if you are taking advantage of the FASB deferral of Topic 606's effective date, you are still completing your implementation plan. Whether you are looking to improve your revenue recognition processes, benchmark your financial statement disclosures against your peer group, or assess the impact of changes to your revenue recognition processes due to COVID-19, this course will provide you with the information you need to apply Topic 606 in this current environment. This course will both provide the detailed review of the Topic 606 guidance, including identifying and discussing those areas of Topic 606 implementation which were the most challenging for many entities. We will review the Topic 606 five-step revenue recognition model, highlighting areas of nuance and significant judgment and focus on disclosure requirements under the new standard. Then we'll focus on lessons learned from companies' ongoing implementation of the new guidance, focusing on ways to continue to enhance the recording of revenue, the relevancy of the financial statement disclosures related to revenue and addressing common operational issues which arose with the adoption of Topic 606. Plus, the course will point out the accounting impact of changes that many companies made to their revenue recognition approaches as a result of COVID-19. As public companies have already found out, the application of Topic 606 is an evolving exercise, with great opportunity to improve your original efforts by learning from the results of others. This course will provide the forum to do so.Note: This is an on-demand webcast self-study course.
Surgent's Limited Liability Companies: Losses, Liquidations, Terminations, Continuations & Sales
Available Until
Online
4.00 Credits
Member Price: $316
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.Note: This is a downloadable self-study course.
Surgent's Liquidation of Flow-Through Entities for LLCs & Partnerships
Available Until
Online
2.00 Credits
Member Price: $356
Part of the technical competence of most experienced tax practitioners is the ability to advise owners of S corporations and partnerships or multiple-member LLCs treated as partnerships regarding the tax rules that apply when these entities liquidate. Entity liquidations do not occur every day; but they do occur and often at very critical times in the business life of the entity and its owners. All tax practitioners should be able to advise their clients about the tax issues associated with client businesses that go out of existence and liquidate. This program explains the tax consequences associated with liquidating S corporations, partnerships and multiple-member limited liability companies treated as partnerships.Note: This is an on-demand webcast self-study course.
Surgent's Making Sense of Essential OBBBA Provisions
Available Until
Online
2.00 Credits
Member Price: $476
When clients ask questions about the impact of new tax legislation embodied in OBBBA, it is important that accounting and finance practitioners can reply with accurate and relevant planning strategies. This program prepares accounting and finance practitioners with the knowledge and insights to help their clients apply the new law to their advantage. This program is an introduction and review of some of these critical changes and their impact on individual and business taxpayers. By taking this program, accounting and finance practitioners will have a broader, deeper understanding of many of the OBBBA changes that impact their clients. This course is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting clients and perhaps their businesses. Note: This is an on-demand webcast self-study course.