CPE Catalog & Events
Webcast: Surgent's Excel: Mastering PivotTables
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Webcast
2.0 Credits
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Webcast: K2's Better Productivity Through Artificial Intelligence And Automation Tools
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Webcast
4.0 Credits
Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Bard, Power Automate and Zapier
Webcast: Surgent's Applying ASC 820: The Basics of Fair Value Accounting
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Webcast
4.0 Credits
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
Webcast: Surgent's Fraud Basics: Protecting the Company Till
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Webcast
4.0 Credits
The price of fraud - ACFE's Report to the Nations and ancillary costs The current economy - microeconomics and analysis COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments) Power of morale - shrinking the fraud triangle and employee motivation Why good folks go bad - interesting findings and red flags
Webcast: Surgent's Mastering the Basics of Inventory Accounting
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Webcast
4.0 Credits
Elements of inventory cost and full-absorption costing Valuation methodologies, including LIFO, FIFO, weighted average and specific identification Obsolescence reserves LIFO accounting Differences between book and tax cost capitalization and related income tax accounting Retail inventory valuation methodology Physical inventory observation approaches Accounting issues related to consigned inventory Other challenging issues related to inventory accounting
Webcast: K2's Business Intelligence, Featuring Microsoft's Power BI Tools
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Webcast
8.0 Credits
The importance of Business Intelligence in today's business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
Webcast: Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs
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Webcast
8.0 Credits
Wrapping up issues related to COVID-19 legislation Update on latest cases, rulings and regulations including the final regs How to handle liabilities of LLCs Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs and much more Section 199A pass-through deduction planning Partnership planning -- Structuring partnership distributions and transfers of interests Optional basis adjustments -- 754 and 732(d) Planning for the utilization of 179 and for the phase out of bonus depreciation Basis, distribution, redemption and liquidation issues of S corporations Compensation in S corporations Sale of a partnership -- the best planning concepts What you need to know about family pass-throughs -- Estate planning, family income splitting and compensation planning Partnership and LLC allocations A brief look at possible future changes to the taxation of pass-through entities
Webcast: K2's Business Intelligence, Featuring Microsoft's Power BI Tools
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Webcast
8.0 Credits
The importance of Business Intelligence in today's business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
Webcast: Pricing on Purpose: The Eight Steps to Implementing Value Pricing 2024
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Webcast
8.0 Credits
First and second law of pricing and how they influence your pricing decisions How the anchoring and framing effects influence pricing What and how people buy Handling price objections Proper project management Facilitating a pricing after action review Importance of price psychology and emotions Why your firm should offer a value guarantee How hourly billing is a suboptimal pricing strategy
Webcast: Quick Confidence with Alteryx: A CPA's Path to Data Mastery 2024
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Webcast
1.0 Credits
Alteryx terminology The complimentary relationship between Alteryx and Excel Importing data into Alteryx: an introduction to the Input Data Tool The Select Records Tool The Dynamic Rename Tool The Output Data Tool
Webcast: Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
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Webcast
2.0 Credits
Coverage of applicable rules from SECURE Act 2.0 The 10% penalty Net unrealized appreciation of employer securities Roth IRA conversions Rollovers and the limitations Direct rollovers vs indirect rollovers and tax withholding Beneficiary portability rules When a Roth IRA distribution is qualified to be tax-free Excess contributions and the 6% excise tax
Webcast: Surgent's Real Estate for Accounting and Finance Professionals
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Webcast
2.0 Credits
Rental income and expense calculation and reporting Deciphering Schedule E (Form 1040) Nuances of vacation home rules Passive activity loss rules: foundations and implications Active vs. material participation in rental activities Tax reporting: how to group passive activities Limitations on passive losses: at-risk rules and deductions Classifying rental real estate activities Navigating exceptions in rental real estate taxation
Webcast: Systems Thinking for CPAs 2024
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Webcast
2.0 Credits
Pattern recognition and interconnectedness Foresight Emergence Complexity System mapping
Webcast: Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election
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Webcast
4.0 Credits
How does a partner compute his or her basis in a partnership? What is the difference between a partner's inside and outside basis? What is the difference between a partner's capital account and partner's outside basis? How does Section 732(d) impact the buyer of a partnership interest? How does a partnership report a Section 754 election on the partnership's tax return? How does a partnership make a Section 754 election? How does a partnership make a Section 743(b) adjustment? How does a partnership make a Section 734(b) adjustment? How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership? How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property?
Webcast: Surgent's Lessons Learned From Recent Accounting Malpractice Actions
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Webcast
2.0 Credits
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
Webcast: Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest
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Webcast
2.0 Credits
Notice 2020-75: PTE elections What is a 754 election? What if a 754 election is not in effect? Tax implications of a partnership interest sale on the seller Look-through provisions
Webcast: Professional Ethics Update for All Arizona CPAs
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Webcast
4.0 Credits
-Review of ethics standards, both extant and proposed, for Arizona CPAs including the AICPA Code of Professional Conduct and the Arizona Accountancy Statutes and Administrative Code. - Review recent updates to the AICPA Code of Professional Conduct and Arizona Accountancy laws. - Provide practical examples of best practices in applying the laws pertaining to Professional Ethics. - Identify the latest ethics guidance to illustrate "hot topics" in professional ethics.
Webcast: Risk Assessment When Auditing Private Entities 2024
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Webcast
4.0 Credits
Review of applicable auditing standards for risk assessment Update for SAS #145 Identification and discussion of high-risk audit areas Discussion and analysis of control risk vs. inherent risk Practical approach to auditing companies where controls are minimal or not adequately documented Detailed discussion and examples of risk assessment procedures and alternative approaches
Webcast: The Top Ten Business Myths 2024
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Webcast
4.0 Credits
Growth for the sake of the growth is the ideology of the cancer cell Effectiveness trumps efficiency Ideas have more value than their mere execution What determines value and how much customers are willing to pay? Is business a zero-sum game?
Webcast: Nonverbal Communication: The Silent Language of Success 2024
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Webcast
2.0 Credits
Nonverbal communication-Virtual