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Professional Development and Event Catalog

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Showing 2315 All Results

Surgent's Excel Shortcuts for Accountants

Thursday, April 25th,
 1:00pm - 3:00pm

Online

2.00 Credits

Member Price: $99

This webinar presents a variety of time-saving ideas, shortcuts, and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a better alternative to hiding rows or columns, illustrate how to quickly navigate to other workbooks and files, and demonstrate using Excel with styles.

Partnership Checkup: Key Tax Issues & Forms Reporting

Thursday, April 25th,
 1:00pm - 4:43pm

Online

4.00 Credits

Member Price: $129

This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes.  Emphasis will be placed on partners “tax basis” capital accounts – now required for tax form reporting, as well an overview of K-2 and K-3 reporting requirements and effective dates. **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 leighanne.conroy@acpen.com.

Tax Research II - Tax Staff Essentials

Thursday, April 25th,
 1:00pm - 5:00pm

Online

4.00 Credits

Member Price: $213

Ask the right questions Finding the right answer to a tax question starts with asking the most important questions, which are rarely the most obvious ones. Learn to examine a unique set of facts in light of the tax law so that you can develop those precise questions that help your clients understand their options. Learn to identify and phrase critical tax questions as you structure your searches and formulate the questions to make your research more effective. Client-specific Understand how to analyze your client's situation and place in the context of previous cases through research. Learn how to talk with clients about your findings in their cases.

Surgent's Basics of the Valuation of a Closely Held Business

Thursday, April 25th,
 1:30pm - 5:00pm

Online

4.00 Credits

Member Price: $159

An understanding of the basics of business valuation is an invaluable tool for practicing accountants to better assist clients who are considering buying or selling their business or an interest therein, contemplating estate tax planning or creating a buy-sell agreement, or dealing with the death of an owner, a shareholder dispute, or a divorce. Business valuation may also be a practice area an accountant would be interested in pursuing for increased billables. Many forward-thinking closely-held business owners are currently looking at possibly higher capital gain rates, particularly with a Democratic regime. Take this course to be well advised and prepared in order to better assist that potential selling owner.

K2'S Implementing Data Loss Prevention For Better Security And Privacy

Thursday, April 25th,
 2:00pm - 2:59pm

Online

1.00 Credits

Member Price: $39

Data Loss Prevention (DLP) is a means of creating and enforcing security policies in an organization. For example, you can create DLP rules that programmatically block all outbound email messages containing Social Security or credit card numbers. Unfortunately, most business professionals have yet to discover DLP and how it improves security. In this session, you will learn the fundamentals of DLP and, through demonstrations, see how you can use DLP to enhance organizational security. You do not want to miss this chance to learn how to take advantage of one of the most innovative security options available to you!

Obtaining an Understanding of Internal Control

Thursday, April 25th,
 2:00pm - 3:00pm

Online

1.00 Credits

Member Price: $71

Understand internal control Understand internal control in risk assessment as required by GAAS. Gain an overview of internal control and related key aspects so that you recognize auditor and management roles and responsibilities related to internal control and procedures involved in understanding an entity's internal control in a risk assessment.

Business Tax Update for Industry

Thursday, April 25th,
 2:00pm - 3:47pm

Online

2.00 Credits

Member Price: $79

This course focuses on the key federal tax issues affecting businesses from the internal accountant's point of view, with a focus on recent tax legislation and developments.  Planning alternatives and the potential risks associated with those strategies 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 leighanne.conroy@acpen.com.

Auditing Impairment of Long-Lived Assets

Thursday, April 25th,
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $89

Long-lived assets may be either finite or indefinite-lived, tangible or intangible in nature. The carrying value of these long-lived assets should be evaluated at each measurement date to determine whether there is an impairment loss necessary due to declines in an asset's fair value. This course describes the tips and techniques for determining whether an impairment loss risk exists, and how to calculate, record, and disclose any such loss. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

Thursday, April 25th,
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $118

This session opens with conditional summing. If you have not explored conditional summing yet, you are in for a surprise. Conditional summing is a game changer and will absolutely improve efficiency in your reporting workbooks. We then move to removing duplicates to create a list of unique report labels. We conclude with lookup basics. We discuss why we prefer lookups to direct cell references and explore the details of the most popular lookup function, VLOOKUP. The webcast is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel, since you'll be completing the same exercises demonstrated by the instructor. A link will be provided, so you can download the necessary Excel files. During the session, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor provides time for you to complete many of the same exercises. Finally, the instructor demonstrates the solutions for all the exercises in the practice workbook and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.

The Omniverse and Metaverse for Accountants

Thursday, April 25th,
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $89

This course provides a concise overview and non-technical explanation of the Omniverse and Metaverse - a shared virtual space that integrates various virtual, augmented, and actual realities. While futurists have been predicting and describing this concept for decades, interest and investment in this platform have recently exploded. Facebook has changed its very name to Meta - as in Metaverse - to reflect its pivot from a social media company to a virtual space company. Other tech companies, big and small, have announced ambitious plans to enable people to access digital environments and experiences through different devices. While sometimes perceived as science fiction, the metaverse is no entertainment gimmick. A growing consensus is that it will be the successor to the mobile Internet, and fundamentally transform the Internet, and perhaps even reality itself. You'll walk away with a foundational understanding of how the metaverse is transforming the modern business world, and how accountants can position themselves for success in this emerging economic digital dimension. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Your Front-Row Ticket to the 2023 Accounting & Auditing Season

Thursday, April 25th,
 2:00pm - 5:40pm

Online

4.00 Credits

Member Price: $129

This course highlights significant updates that affect financial reporting and related attestation services. We will explore novel FASB pronouncements while examining the enduring impact of lease accounting and revenue recognition standards. This course will provide reminders regarding both GAAP and non-GAAP financial reporting alternatives for closely held entities. We will also explore selected guidance regarding audit, review, and compilation engagements.

Crucial Tax Topics 2021-2022 with Art Werner - Mergers and Acquisitions: Complete Guide to Relevant Issues

Thursday, April 25th,
 2:30pm - 4:19pm

Online

2.00 Credits

Member Price: $79

Arthur Werner will provide financial professionals with the information their teams will need to successfully plan and execute mergers and acquisitions. For major topics covered, see below. This course may be customized or tailored based on the needs of your organization.

Using Microsoft Teams to Host Virtual Meetings Online

Thursday, April 25th,
 3:00pm - 4:30pm

Online

1.50 Credits

Member Price: $69

One of the most important aspects of transforming your practice or business to a digital model is to know how to prioritize the applications and initiatives that you should focus on and invest in. There is an abundance of "low hanging fruit" initiatives that can provide useful benefits quickly and economically. Using the Microsoft Teams meeting app is a perfect example. Chances are pretty good that you are already investing in Microsoft 365 subscriptions for your office. This course will show you how to increase your Microsoft 365 subscription ROI by fully utilizing the meetings app and eliminate the unnecessary cost of a separate third-party meeting app. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

What You Can Learn From the Statement of Cash Flows

Thursday, April 25th,
 3:00pm - 5:00pm

Online

2.00 Credits

Member Price: $89

This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Accounting & Auditing Update - 2023

Thursday, April 25th,
 3:00pm - 6:38pm

Online

4.00 Credits

Member Price: $129

The course will start off with a look at the Accounting Standard Updates (ASUs) issued by the FASB that will be effective in 2023. We'll also review late breaking changes to the lease standard that may impact common control entities. We'll then turn our attention from accounting to auditing where we will cover the key SASes effective this year including new standards around auditing accounting estimates an risk assessment. This course focuses on what you need to know this year to be ready for 2023 year end financial reporting and audits. 

S Corporation Checkup: Key Tax Issues & Forms Reporting

Thursday, April 25th,
 3:00pm - 6:41pm

Online

4.00 Credits

Member Price: $129

A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination, as well as an update on Schedules K-2 and K-3. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. **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 leighanne.conroy@acpen.com.

SAS 145 - Risk Assessment

Thursday, April 25th,
 4:00pm - 4:58pm

Online

1.00 Credits

Member Price: $39

SAS 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was issued in October 2021. This audit standard amends AU-C 315, making many changes to address common audit deficiencies. This course will provide an overview of SAS 145 and its changes to AU-C 315.

The AB5s of Employee vs Independent Contractor

Thursday, April 25th,
 4:00pm - 5:46pm

Online

2.00 Credits

Member Price: $79

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 leighanne.conroy@acpen.com.

K2'S Options To Automate Your Tax Preparation Workflow

Thursday, April 25th,
 4:00pm - 5:49pm

Online

2.00 Credits

Member Price: $79

Tax Season can be a daunting time for tax preparers, but it doesn’t have to be with the help of tax automation software tools and other innovative technology. This session will provide an overview of the latest technologies and tools that can help automate your workflow and make the entire tax return preparation process smoother and more efficient. From client portals, workflow management, and e-signatures to robotic process automation, you’ll learn about all the options available to help streamline your tax preparation process. So don’t dread Tax Season - attend this session and arm yourself with the tools you need to succeed!

The ABCs of Advisory Services

Thursday, April 25th,
 4:00pm - 5:55pm

Online

2.00 Credits

Member Price: $79

Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice.  Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.