CPE Catalog & Events
2024 Advanced Excel: Hidden Secrets and Gems
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TBD
2.0 Credits
Member Price: $79
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
IRS Penalties and Abatements
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TBD
2.2 Credits
Member Price: $79
Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
2024 Section 174: New Rules for the R&E Deduction
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TBD
1.0 Credits
Member Price: $39
Impact of the Section 174 law change requiring capitalization of research and experimental costs Comparison of the Section 41 R&E credit to the Section 174 R&E deduction Financial accounting for R&E costs Required change of accounting method and Form 3115 Revised treatment of software development costs Comprehensive case problems explaining implementation of the law changes
Servant Leadership 101
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Assessing your organization’s culture The benefits of great cultures The basics of what servant leadership is, and is not How to coach using a servant leadership style
Relationship Between Ethics, Morality, and the Law
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TBD
2.0 Credits
Member Price: $85
Meaning of morality and ethics The variation Distinguishing factors Theories of Jonathan Haidt Milgram experiment Authoritarian behavior and ethics Ethical authority? Conflicts
2024 I want the TRUTH: Preparing to be an Expert Witness
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TBD
2.0 Credits
Member Price: $79
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
Shortcuts that Excel Users Love
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
Surgent's Contract Law for Accounting and Finance Professionals
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TBD
2.0 Credits
Member Price: $99
Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation
Surgent's Getting Ahead: The Art of Marketing for CPAs
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TBD
2.0 Credits
Member Price: $99
Challenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics
How SAS Nos. 134-145 Improve Risk-Based Audits
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145
SSARS Codification: Preparation, Compilation and Review 2024
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TBD
8.0 Credits
Member Price: $299
• SSARS Codification requirements • SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information • Review of financial statements • Overview coverage of the amendments to the SSARS contained in SSARS 26
Building Security and Efficiency With Internal Control
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TBD
8.0 Credits
Member Price: $239
The major topics covered in this course include:An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework
Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms
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TBD
8.0 Credits
Member Price: $279
Comprehensive coverage of the Inflation Reduction Act of 2022 Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues Filing requirements for Schedules K-2 and K-3 Who files Form 1065, and who does not file Form 1065 Tax Basis Capital Account Reporting Requirements Trade or Business income and expenses versus Separately Stated Items The importance of Schedule M-1 Partnership distributions -- current or liquidating, cash or property How to allocate recourse and nonrecourse debt Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes Complete coverage of any new legislation enacted before presentation Section 163(j) limitations Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797) Final regulations on Section 168(k) Partnership reporting oddities Accurately preparing partnership returns and reconciling book income to taxable income The Centralized Audit Regime under the Bipartisan Budget Act of 2015
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
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TBD
8.0 Credits
Member Price: $299
Developing issues related to Yellow Book audits and single audits Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment) Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects) Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets Other issues related to nonprofits
The Best Federal Tax Update Course by Surgent
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TBD
8.0 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Bonus Depreciation Section 163(j) Section 174 Research and Experimental Expenditures Residency and Domicile Selling a principal residence, including tax planning strategies Virtual currency, including recent developments regarding NFTs New FinCEN reporting requirements in 2024 Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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TBD
8.0 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers Retirements and redemptions: considerations for partnerships and S corporations Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis Overview of the economics and tax consequences of crowdfunding campaigns Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships New Form 1099-K reporting requirements Bonus depreciation Section 163(j) Section 174 Research & Experimental Expenditures New FinCEN reporting requirements in 2024 Employee vs independent contractor considerations that companies should be aware of A review of like-kind exchange transactions under §1031 State and local taxes: pass-through entity workarounds Special basis adjustments, including comprehensive examples
Keeping Up with the FASB
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Review of current items on the FASB agendaDiscuss the new revenue recognition standardProvide an update on the new lease accounting standardAddress U.S. GAAP alternatives for certain entities
ProActive Response Group De-Escalation Training
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TBD
1.2 Credits
Member Price: $39
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
DEI in the Remote Work Era
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TBD
1.2 Credits
Member Price: $39
DEI Employee engagement Remote work Organizational culture Employee relations
Inventory, Expense and Payroll Fraud
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TBD
2.0 Credits
Member Price: $79
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees