CPE Catalog & Events
2024 S Corporations: How to Calculate Shareholder Basis
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TBD
2.0 Credits
Member Price: $79
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest Discuss how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations
Fundamentals of Merger and Acquisition Transactions 2024
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TBD
2.0 Credits
Member Price: $89
• Valuation • Strategic planning • Intermediaries • Selling memorandum • Due diligence • Deal structures
Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
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TBD
2.0 Credits
Member Price: $99
Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules
Todd and Julie Chrisley Go to Prison
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TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing
K2's 2023 Introduction To Excel Macros
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TBD
4.0 Credits
Member Price: $129
Getting started with Excel macros by using the Macro Recorder Fundamentals of writing VBA code Saving and sharing macros Getting started with User-Defined Functions
Retirement Planning: Next Stage for You or Your Client
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next
Surgent's Applying ASC 820: The Basics of Fair Value Accounting
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TBD
4.0 Credits
Member Price: $159
Applicability of the use of ASC 820 The “exit price” approach Examples of market, cost and income approaches to estimating fair value Use of Level 1, 2 and 3 inputs in determining fair value
The Art of Managing Your Email Tone 2024
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TBD
1.0 Credits
Member Price: $49
• Business communication • Emotional intelligence • Human resources • Practice management
2024 Best-In-Class Recruiting Strategies
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TBD
1.0 Credits
Member Price: $39
Recruiting & Retention Talent Management Employee Engagement
2024 The Preparation of Form 706 and 709 - Understanding the Law
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TBD
2.0 Credits
Member Price: $79
Estate and Gift Taxation Fundamentals Valuation of Estate Assets Components of the Gross Estate Deductions in Estate Taxation Charitable and Marital Deductions Tax Credits and Their Application
Analytical Procedures: Practical Applications and Standards
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Discussion of analytical procedures in audit and review engagements.Practical examples and illustrations of analytical procedures.The order of operations for accomplishing analytical procedures.
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
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TBD
2.0 Credits
Member Price: $99
Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
Coaching Skills That Improve Performance
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TBD
4.0 Credits
Member Price: $129
Coaching Effective Communication
2024 Guide to Deducting Travel, Meals and Entertainment Expenses
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TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76; 2023 mileage and per diem rates
2024 Your Front-Row Ticket to the 2024 Accounting & Auditing Season
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TBD
4.0 Credits
Member Price: $129
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
Advanced ChatGPT for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
Promoting Mental Health in the Workplace to Prevent Violence
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TBD
1.0 Credits
Member Price: $39
Mental Health Awareness
How to Make Difficult People Disappear...Without Going to Jail
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TBD
1.0 Credits
Member Price: $39
Team dynamics Influence Organizational behavior Leadership
Appreciation Intelligence: The New AI
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TBD
1.0 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
Form 1120S - Preparation and Analysis
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TBD
2.0 Credits
Member Price: $79
Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses. Shareholder Basis: Understanding the shareholder’s basis in the S corporation, how to calculate it, and the impact of distributions on the basis. Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3 Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations