CPE Catalog & Events

Surgent's Lessons Learned from Successful Companies

Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success

Mastering Charitable Remainder Trusts and Form 5227Compliance

Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing

ChatGPT and IRS Taxation Law Research

The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting

Decoding the Generations

Surgent's Make Resilience Work for You - An Accounting Leader's Guide to a Holistic Approach for Managing Teams

Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes

Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act

Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act

K2's 2023 Advanced QuickBooks Tips And Techniques

Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online

World-Class Cost Accounting: A Practical Application (Part 1)

Beginning and intermediate cost principles automatically included  Covers manufacturing materials, labor, period mfg inefficiencies How to efficiently trace the above costs to products Substantially reduce manufacturing overhead allocation by 60% or more ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project

Audit 202: Applying Audit Risk to the Detailed Audit Plan

The major topics covered in this course include:Overview of a risk-based audit processHow the individual elements of the audit risk formula interrelateEmphasis on overall risk, fraud risk, and control riskLinking the assessed risk of material misstatement to the detailed audit planDocumenting risk assessment conclusions and responses

Surgent's Government and Nonprofit Frauds and Controls to Stop Them

Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit

2024 Not-for-Profit GAAP Update

NAC CECL

2024 Taxation of Non-fungible Tokens (NFTs)

NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs

IRS Strategic Plan 2023-2026 and Impacts on US Tax Pros

The major topics covered in this course include:Overview of the IRS Strategic Plan 2023-2026Key goals and priorities of the IRS Strategic PlanMeasures the IRS plans to take to achieve its goalsImplications of the IRS Strategic Plan for tax professionals and regulatory ethicsChanges to the way the IRS provides services and communicates with taxpayersStrategies for staying up-to-date on IRS policies and proceduresCase studies of the impacts of the IRS Strategic Plan on the accounting profession

K2's 2024 Office Scripts - The New Macros

Introduction to Office Scripts Recording your first script Integration with Power Automate 

Achieving Balance in Work and Life - Part 1

Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling

Individual Tax Update: Recent Developments

The major topics that will be covered in this class include:2021/22 legislation impacting individual taxpayersExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses

The Controller Function - Cash and Investments

Accounting Finance

Preparing to be a Forensic Accountant - Cloud Forensics

Forensic Accounting Accounting Auditing Finance

Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1

Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling

K2's 2023 Best Word, Outlook, And PowerPoint Features

Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint