CPE Catalog & Events
Webcast: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Webcast
4.0 Credits
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Hiring the best people for the organization New motivation techniques
Webcast: Tell Me a Story: Don't Just Simply Relay Your Financial Results 2023
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Webcast
3.0 Credits
The creation of memorable messages The science of storytelling Real-world examples of storytelling and their operational impact on the business Ten thoughts for the road Three cases
Webcast: Cost Accounting, R.I.P.: Cost Accounting is Opinion, Cash Flow is Fact 2023
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Webcast
4.0 Credits
Modeling cash flow and capacity Adaptive Capacity Model Segall's Law
Webcast: Private Foundations and Form 990-PF Basics 2023
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Webcast
4.0 Credits
Private foundation excise taxes, generally Form 990-PF, including mandatory e-filing requirements The fair market value of the foundation's assets Income distribution requirements Self-dealing and transactions with disqualified persons Foreign grant-making and grant-making to private foundations and non-charitable entities in the US Excess business holdings Program-related investments Unrelated business income tax
Webcast: Form 706 Preparation Part 2: Reporting Assets 2023
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Webcast
2.0 Credits
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1 - 4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Embrace You: The Power of Authenticity & Courageous Communication
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Webcast
1.0 Credits
Webcast: Monthly Individual Tax Update 2023
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Webcast
1.0 Credits
Individual tax developments coming from Congress, the Treasury Department, the courts and academe Time-sensitive topics from the past 30 days
Webcast: Time's Up-Pivoting Your Firm to a Subscription Based Model 2023
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Webcast
2.0 Credits
The three types of adoption approaches to creating a subscriber base Five approaches to value nurturing-that is, what happens after the sale to help customers achieve success and realize value Ten best practices to reduce churn (i.e., losing subscribers) Essential growth strategies to deploy
Webcast: Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior 2023
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Webcast
4.0 Credits
How parents decide to divide their wealth. Is population growth a blessing or a curse? Does the government deficit and the trade deficit hurt or help the economy? Do companies really plan obsolescence? Why are shopping carts getting bigger? Should there be a free market in human organs?
Webcast: Living Trust Administration Workshop 2023
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Webcast
8.0 Credits
The steps in Trust Administration Delaware Tax Trap -its unique use Change of the exemption in 2026 and its impact Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust Preparation of trust accountings Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs
Webcast: Preparation, Compilations and Reviews-A Practical Workshop 2023
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Webcast
8.0 Credits
Preparation, Compilations and Reviews
Webcast: Surgent's Basics of the Valuation of a Closely Held Business
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Webcast
4.0 Credits
When a valuation in a closely held business would be needed Governing bodies, training, and certifications in the profession Standards and premises of value The basic approaches and methodologies used to value a business: income, market, and asset approaches Rules of thumb/industry valuation multiples: usefulness and limitations Discounts for lack of control and marketability The COVID-19 pandemic's impact on business valuation Common mistakes found in the application of business valuation approaches How the accountant can help during and after the valuation process
Webcast: The Power of "Why" 2023
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Webcast
3.0 Credits
The importance of "Why" Linking cause and effect Keeping Freddy P. Softy away from your door The 5-15 Report The Doorway to Creativity Why Leadership and Personal Growth Three cases
Webcast: Financial Statement Analysis for Managers 2023
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Webcast
4.0 Credits
Value of DuPont analysis Pros/cons of ratio analysis Cash flow analysis Operating leverage vs. financial leverage Effective financial performance measures Open balance sheet
Webcast: You Don't Know What You Don't Know About Excel 2023
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Webcast
8.0 Credits
Excel shortcuts and time savers Working with templates, formats, styles and themes Customizing and enhancing Excel Protecting and securing workbooks Formula building and the excel function library
Webcast: Financial Reporting Changes in Greater Detail 2023
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Webcast
4.0 Credits
Reformatted financial statement details RFS impact on business operations Ten action items for immediate consideration Five cases
Webcast: Estate Planning: A Comprehensive Overview 2023
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Webcast
8.0 Credits
Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem
Webcast: Retirement Distributions: Planning Options 2023
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Webcast
8.0 Credits
Roth IRA: The right choice? Income tax treatment of distributions from retirement plans of all types Laws, regulations and IRS rulings concerning plan distributions Avoiding penalty on distributions that happen too early or too late Beneficiary choices - eligible or not? Self-directed IRA investment problems
Webcast: K2's Small Business Internal Controls, Security and Fraud Prevention
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Webcast
4.0 Credits
Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
Webcast: Form 706 Preparation Part 3: Reporting Deductions 2023
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Webcast
2.0 Credits
How to report funeral and administrative expenses on Schedule J and/or L How to report debts, mortgages and liens on Schedule K Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions Charitable deduction Schedule O and potential problems