Professional Development and Event Catalog
Surgent's Successful Communication
9:00am - 12:30pm
Online
4.00 Credits
Member Price: $159
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Technology has created numerous ways for us to communicate with each other - but it's also increased the number of ways in which the message can get garbled. Effective communications skills are crucial to successful management. Learn how to control your message with clear communications strategies. You'll learn to recognize communication barriers, assess styles and behaviors, and learn how to listen more effectively as well.
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Fraud, Controls and Ethics: Best Practices and Case Studies
9:00am - 1:00pm
Online
4.00 Credits
Member Price: $149
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This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course ultimately provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.
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Taxation of Property Transactions - Tax Staff Essentials
9:00am - 1:00pm
Online
4.00 Credits
Member Price: $225
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Professionals learn about business property-related timing issues and planning opportunities that can lead to tax savings.
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Qualified Business Income (QBI) Deduction (199A) - The Ins & Outs
9:00am - 4:39pm
Online
8.00 Credits
Member Price: $300
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The Tax Cuts and Jobs Act (TCJA) was a major overhaul of our tax system that lowered the income tax rates for individual and corporate taxpayers and introduced the new 20% qualified business income (QBI) deduction for sole proprietors and pass-through entities. The cornerstone of this course is the comprehensive discussion of the 20% QBI deduction final regulations under IRC §199A. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
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Managing Current Fraud Trends in a Shifting Environment
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
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As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Integrity, Objectivity and Judgment: Values in Action
9:30am - 10:30am
Online
1.00 Credits
Member Price: $55
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This course focuses on how to integrate integrity and objectivity in situations accounting professionals face daily. The participant will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct, but how to put values into action! As part of this course, we will also walk through real world examples of individuals and companies faced with these dilemmas. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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ChatGPT and Advanced Accounting Research
9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
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This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Instant Audit? Just Add Risk Assessment
10:00am - 10:55am
Online
1.00 Credits
Member Price: $39
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What would you do if you only had one workday to complete a financial statement audit? How would you optimize just a handful of hours? What would you test? More importantly, what would you minimize or eliminate? Although one day is unrealistically short, it illustrates how risk-based auditing can help auditors optimize professional effort. This course emphasizes the importance of risk assessment for enhancing both the effectiveness and efficiency of audit procedures.
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Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
10:00am - 10:57am
Online
1.00 Credits
Member Price: $39
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Are you looking to fortify your practice against the ever-growing threats in the digital landscape? Join us for the second installment of our exclusive webinar series, "Mastering Cybersecurity," brought to you by Practice Protect. In today's digitally connected world, the need for comprehensive cybersecurity is paramount. With cyberattacks becoming more sophisticated, it's crucial to stay ahead of the curve in protecting your sensitive client data. This webinar series is designed to equip CPAs with the knowledge and tools needed to secure their practices and client information effectively.
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AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity
10:00am - 11:00am
Online
1.00 Credits
Member Price: $75
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Learn how to enhance your Excel workflows with AI in this course, "AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity." Discover the various AI features built into Excel and how to use ChatGPT to create, understand and troubleshoot Excel functions and formulas. Imagine turning two-hour Excel tasks into two minutes of effort! This course will help you streamline your Excel work, research and documentation, saving you time and effort in your day-to-day tasks.
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The Hardest Ethical Dilemma! Why Revenge Will Always Backfire, featuring Bob Mims and Don Minges
10:00am - 11:06am
Online
1.00 Credits
Member Price: $39
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We believe in fairness. When others do wrong, and their action hurts us - the natural reaction is to fight back and seek retribution. Simple human nature and we are all human. We want fairness and want to fight back, but this is one of the toughest ethical dilemmas we all face. What should we do and what we do are not always the same. What if being nice, or specifically being a positive best version of yourself, makes you a more effective leader? Ethical leadership is effective leadership. That’s what Dr. Cohen, noted psychologist, transformational speaker, executive coach, and author of Be The Sun, Not The Salt, has been teaching organizations to do for years. Dr. Cohen’s work is based on scientific studies of human behavior broken down into simple, easily digestible pillars structured around the Heliotropic Effect. In this webcast we will discuss Dr. Cohen’s path to this work, what the Heliotropic Effect is, and how Be The Sun, Not The Salt is the perfect reminder to Do More of That every day.
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Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
10:00am - 11:45am
Online
2.00 Credits
Member Price: $79
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In today’s business world, there is a war for talent and organizations with the best talent will win. We clearly need to motivate talented personnel. Equity compensation plans are useful to retain, reward and recruit. The GAAP and tax accounting for equity compensation plans is not static and decisions that you make during plan set-up can have major consequences to your organization’s bottom line and your management team’s personal tax situations. We will review nuances and details that impact proper accounting. Whether you are the CFO or CEO who has not been happy with prior equity compensation plans or the accountant who performs the intricate analysis and detailed accounting for these plans - this session will help you understand the issues and get it right the first time.
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Ethics Based Leadership for Women
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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Glantz and Associates is pleased to offer "Ethics Based Leadership for Women," a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions. We believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based lens. The reality is, despite women representing approximately half of our world's population, they are significantly underrepresented in the workforce and most notably in leadership positions. In fact, not only do women have to cross more hurdles to advance into leadership positions, but when they do, they are burning out at a much faster rate than their male counterparts. In this course, we will discuss both the external societal barriers as well as the internal barriers that sabotage women from moving into leadership positions. We will examine common believes ("I should be nice," "I am an imposter", etc.) as well as behaviors that can hold women back and then offer suggestions for moving forward. We will provide tools to enhance one's self-awareness, create openings for self-reflection as well as provide opportunities to take on new perspectives. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Ethics for Tax Professionals
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt about whether this program satisfies your state's ethics requirements.
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Surgent's Key Partnership and S Corporation Tax Planning Strategies
10:00am - 1:30pm
Online
4.00 Credits
Member Price: $159
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Most 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.
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Allison McLeod's Federal Tax Updates for Individuals - 4 Hour
10:00am - 1:44pm
Online
4.00 Credits
Member Price: $129
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A multitude of tax changes have are currently taking place, challenging tax practitioner to stay well-informed. This 4 hour program will cover tax developments specific to business, including new court decisions, recent IRS publications, and the latest tax legislation that will impact individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
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Guide to Preparing Form 1041 for Estates and Trusts
10:00am - 2:00pm
Online
4.00 Credits
Member Price: $129
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This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
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K2's Data Analytics for Accountants and Auditors
10:00am - 2:00pm
Online
4.00 Credits
Member Price: $129
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In the world of “Big Data,” virtually all business professionals have become data analysts, at least to some extent. However, that is particularly true in the field of auditing, where internal and external auditors are increasingly turning to data analytics to identify situations requiring follow-up and investigation. Those who understand how to take advantage of various tools to assist in these efforts benefit by conducting more thorough analyses and achieving superior results in less time. In this session, you will learn about various tools and techniques you can use for more thorough data analyzes. The discussion includes Excel as a data analysis tool, multiple Excel add-ins, and Microsoft’s Power BI application. If you're seeking to improve your skills in the field of data analytics, this session is the one for you!
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Tax Season Update for Business with Steve Dilley
10:00am - 2:00pm
Online
4.00 Credits
Member Price: $149
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This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2021/22 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Audit Skills Training Level 1: Developing Critical Skills for Success in Public Accounting
10:00am - 6:00pm
Online
8.00 Credits
Member Price: $279
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Level 1 focuses on the basic skill sets that new staff need to quickly master in order to "hit the ground running," while not overwhelming them with too much information all at once. This course explains the basics of what new auditors are generally expected to know and do. This course will focus on "why" certain procedures are performed, as well as "how" to perform typical procedures expected of new staff. This course is critical in establishing the groundwork for the expectation that all staff should critically analyze and understand the underlying purpose of procedures, as well as how to effectively and efficiently complete assigned tasks. IMPORTANT NOTE: This course takes place over two consecutive days. Registration for both days is required.