CPE Catalog & Events
Webcast: Practical Accounting Update 2024
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Webcast
4.0 Credits
New rules in the accounting arena SQMS NOCLAR rules Cybersecurity New Audit Standards
Webcast: Internal and External Fraud: Understanding It and Working to Control It 2024
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Webcast
8.0 Credits
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
Webcast: Accounting for Nonprofit Board Members 2024
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Webcast
3.0 Credits
Nonprofit GAAP Common accounting errors Risk management
Webcast: Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis
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Webcast
2.0 Credits
Introduction to Form 7203 Introduction to the calculation of stock basis Introduction to the calculation of loan basis Taxable and non-taxable S corporation distributions to shareholders The election to reduce basis by deductible losses and expenses before reducing basis by non-deductible expenses
Webcast: K2's Artificial Intelligence For Accounting And Financial Professionals
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Webcast
4.0 Credits
Exploring AI applications in accounting and finance Understanding AI features in everyday tools Embracing the future: AI's impact on finance and accounting
Webcast: Surgent's Emotional Intelligence
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Webcast
4.0 Credits
Self-awareness Self-regulation & motivation Empathy Managing relationships
Webcast: Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
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Webcast
3.0 Credits
Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and using the residual method Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock
Webcast: Is Your Company a Cult? 2024
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Webcast
4.0 Credits
Behavioral warning signs for companies that cross the line Case studies for fraud potential in cult-like companies
Webcast: Surgent's Preparing Not-for-Profit Financial Statements
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Webcast
8.0 Credits
Key requirements, options and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses and more The impact of FASB ASC 842, Leases, on not-for-profits
Webcast: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent
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Webcast
8.0 Credits
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
Webcast: Surgent's The Accountant as the Expert Witness
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Webcast
2.0 Credits
Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation and professional liability cases Credibility as a witness
Webcast: Surgent's Use the Data Model to Build More Powerful PivotTables
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Webcast
2.0 Credits
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
Webcast: 2024 Galasso Arizona & AICPA Regulatory Ethics Update
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Webcast
4.0 Credits
Webcast: Family Law Cash Flow and Business Valuation 2024
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Webcast
4.0 Credits
Family Law Cash Flow Business Valuations
Webcast: Peer Review Update 2024
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Webcast
4.0 Credits
AICPA Peer Review Standards Frequent errors Different types of peer review reports Peer Review Process
Webcast: Tax Research Skills Part 1 2024
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Webcast
4.0 Credits
Primary and secondary sources of authority Research methodologies Online tax research sources Evaluating and communicating tax research results
Webcast: Fundamentals of Single Audit 2024
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Webcast
8.0 Credits
Cost Principles Understand and Identify Federal Awards Pass-through entities and sub-recipients Schedule of Expenditures of the Federal Awards Application of Compliance Supplement Compliance requirements Test of Internal Control and Test of Compliance attributes Reporting requirements
Webcast: Retirement Advising: Accumulation and Decumulation Strategies 2024
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Webcast
8.0 Credits
The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review the provisions of the SECURE Acts and how they will impact retirement planning
Webcast: Revenue Recognition Under ASC 606 2024
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Webcast
1.0 Credits
Five-step process to recognize revenue under ASC 606 Step 1: Identify the contract Step 2: Identify the performance obligations Step 3: Determine the transaction price Step 4: Allocate the transaction price Step 5: Recognize revenue
Webcast: Lease Accounting for Lessees Under ASC 842 2024
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Webcast
1.0 Credits
Summary of key changes from ASC 840 to 8422 Technical requirements of ASC 842 Impact on lessees Impact of COVID Disclosure requirements