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Professional Development and Event Catalog

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Surgent's Guide to Payroll Taxes and 1099 Issues

Tuesday, Jan. 6
 1:00pm - 4:30pm

Online

4.00 Credits

Member Price: $159

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Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, they have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents an overview of employee versus independent contractor criteria, the federal payroll taxes form, Form 1099, and related compliance issues.

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Navigating IRS Authorizations: Form 2848 and Form 8821

Tuesday, Jan. 6
 1:30pm - 3:30pm

Online

2.00 Credits

Member Price: $89

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Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. 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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Anti-Bullying and Sensitivity

Tuesday, Jan. 6
 2:00pm - 3:04pm

Online

1.00 Credits

Member Price: $39

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Unhealthy behavior in the workplace can create a drama-laden, hostile work environment, negatively impact productivity and increase turnover. When team members are focused on how they can one-up their counterparts or are fearful of their co-workers/leaders actions towards them – they are NOT focused on reaching your company’s goals.   

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Practical Excel Topics for Today's Accountant

Tuesday, Jan. 6
 2:00pm - 3:56pm

Online

2.00 Credits

Member Price: $79

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This course introduces practical ways that public accountants can use Excel to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts by illustrating ways that Excel is a tool for analysis and reporting. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when obtaining, analyzing, and reporting information.

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K2's Formatting Excel Spreadsheets The Right Way

Tuesday, Jan. 6
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $79

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Some estimates indicate that business professionals spend almost half their time in Excel applying formats. If you want better formatting results in less time, participate in this session to learn the best practices for formatting your Excel spreadsheets. In this session, you will learn best practices for applying formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial time when working in Excel.

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Surgent's Tax Research - Intermediate Concepts

Tuesday, Jan. 6
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $119

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Answering clients' tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources, and describing the steps in the tax research process.

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Treasury Circular 230 for EAs and Other Tax Preparers

Tuesday, Jan. 6
 2:00pm - 4:00pm

Online

2.20 Credits

Member Price: $79

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Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers.  In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers.  The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency.  Also included will be case studies illustrating dilemmas faced by tax practitioners.   **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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Financial Statement Analysis

Tuesday, Jan. 6
 2:00pm - 5:36pm

Online

4.00 Credits

Member Price: $129

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This hands-on workshop offers an analytical approach for designing, executing, and communicating results of a comprehensive financial statement analysis. We will explore numerous techniques and approaches that facilitate in-depth financial statement analysis. Accountants in public practice will obtain insight regarding analytical procedures, additional client services, and enhanced compliance with professional standards. Accountants in private enterprises will develop more robust techniques for understanding their organization’s financial statements to facilitate forward-thinking decisions and communication to internal and external stakeholders.

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How SAS Nos. 134-145 Improve Risk-Based Audits

Tuesday, Jan. 6
 2:00pm - 6:00pm

Online

4.00 Credits

Member Price: $149

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Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. 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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Coaching Leaders to Handle Sensitive Employee Relations Situations

Tuesday, Jan. 6
 2:30pm - 3:35pm

Online

1.20 Credits

Member Price: $39

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This  session provides HR Professionals with scripts for and tactics for coaching leaders in handling an array of employee relations situations with sensitivity, good judgment, and high confidence.  Topics include employee complaints, personality & attitude problems,  performance counseling, personal hygiene problems, disability-related performance issues, misconduct due to mental conditions. You will learn how to use a unique process, “Reset the Clock,” that prevents attorneys from taking something leaders did wrong or did not do in the past and using it to support legal challenges in the future.  Liability is replaced with credibility. Lawsuits are then avoided rather than won.  Financial assets are protected, morale stays high, and bad publicity is averted. HR Professionals avoid hearing from senior leaders:  “You should have anticipated this” after an avoidable legal claim.

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White-Collar Crime: What Every CPA Should Know

Tuesday, Jan. 6
 2:30pm - 4:15pm

Online

2.00 Credits

Member Price: $79

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According to the FBI, “white-collar crime is … synonymous with the full range of frauds committed by business and government professionals … characterized by deceit, concealment, or violation of trust …. The motivation behind these crimes is financial—to obtain or avoid losing money, property, or services or to secure a personal or business advantage.”  CPAs can and should play a crucial role in preventing and detecting white-collar crime, as well as in prosecuting the perpetrators.  This session will explore whether we are up to this challenge, heighten awareness regarding the CPA’s role as a front-line defender of the public interest, and assess whether we are deserving of the public trust we enjoy.

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SEC Case Studies: Ethical Dilemmas in Finance and Accounting

Tuesday, Jan. 6
 2:30pm - 4:30pm

Online

2.00 Credits

Member Price: $89

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Overview: Ethical challenges in finance and accounting can be complex and far-reaching, impacting not only individual careers but also entire organizations and the public trust. This webinar will provide a practical exploration of the ethical considerations professionals face in today's financial landscape. Through real-world case studies, participants will examine common ethical issues, learn to navigate conflicts between financial performance and ethical integrity, and gain tools for making sound decisions under pressure. 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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Understanding the Tax Implications of Retirement Plan Distributions

Tuesday, Jan. 6
 3:00pm - 3:57pm

Online

1.00 Credits

Member Price: $29

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This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. **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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Leveraging Marketing Automation for Accounting Firm Growth

Tuesday, Jan. 6
 3:00pm - 4:00pm

Online

1.00 Credits

Member Price: $55

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This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget. These areas include: 1. Social media 2. Content development. 3. Email marketing. 4. Text (SMS) marketing. 5. Chatbots and other interactive AI tools. 6. Drip marketing campaigns. Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease! 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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K2's Time To Advance Automation - Strategies And Tools For Efficiency

Tuesday, Jan. 6
 3:00pm - 4:46pm

Online

2.00 Credits

Member Price: $79

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Increasingly, automating business processes is a necessity. In this session, you will learn about real-world examples of automating business processes. Remember, the survival of your business might depend upon successful automation!

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Becoming Conflict Competent

Tuesday, Jan. 6
 3:00pm - 5:00pm

Online

2.00 Credits

Member Price: $89

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Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles, and build constructive behaviors to manage conflict. 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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Develop Your Emotional Intelligence to Be More Successful in Life and Leadership

Tuesday, Jan. 6
 3:00pm - 5:00pm

Online

2.00 Credits

Member Price: $79

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The AB5s of Employees and Independent Contractors

Tuesday, Jan. 6
 3:00pm - 5:00pm

Online

2.00 Credits

Member Price: $79

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This course explores the tests used to determine whether a worker is properly characterized as an employee or an independent contractor for tax purposes, with a focus on the cost of getting it wrong and possible Section 530 relief.  The game changing impact of the Dynamex case and AB5 will also be discussed.  **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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Exploring Internal Controls That Could Have Prevented Frauds

Tuesday, Jan. 6
 3:30pm - 5:30pm

Online

2.00 Credits

Member Price: $89

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This course examines 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' ability to accomplish their nefarious acts. 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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Google Gemini AI for Accountants

Tuesday, Jan. 6
 4:00pm - 6:00pm

Online

2.00 Credits

Member Price: $89

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This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables, and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence. 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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