CPE Catalog & Events
Surgent's Management Fundamentals
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Webcast
4.0 Credits
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
Webcast: ACPEN: Year-End Tax Planning: Thinking Outside the Box
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Webcast
4.0 Credits
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
Surgent's Where To Live in Retirement
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Webcast
2.0 Credits
Does continuing to live at the current location meet retirement goals and lifestyle? Are there family concerns such as an elderly parent that prevent moving away from the current location? Is the current location affordable when income from a salary ceases? What health concerns are there that would limit the ability to move to another location? Is an assisted living facility something that should be considered now or in the future and is a suitable one available? What happens if a person is disabled while retired? Are there state and local tax considerations that would encourage staying in place or moving? Are there climate and weather concerns that would encourage a person to stay in place or move to a more desirable location? Should a retiree downsize?
Webcast: Valuing A Business: What is This Company Worth 26-27
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Webcast
4.0 Credits
The weighted average cost of capital Discounted Cash Flow analysis Valuation methods The issues and the pros and cons of each method How do you increase the value of a business?
Webcast: ACPEN: Section 25F Scholarship Granting Tax Credit: Planning and Compliance Strategies
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Webcast
2.0 Credits
Overview of Section 25F and legislative intent Eligibility requirements and qualifying contributions Credit calculation and limitations State-by-state conformity and eligibility considerations Interaction with other federal and state tax provisions Compliance, documentation, and reporting considerations Common pitfalls and audit risks
Webcast: ACPEN: Not Just Your Everyday FASB Update
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Webcast
4.0 Credits
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
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: How AI Fits into the Accounting World 26-27
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Webcast
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Webcast: ACPEN: K2's Stop Wasting Time In Excel
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Webcast
2.0 Credits
New Excel features that can enhance your efficiency, accuracy, and productivity Legacy Excel features that can save you time Options for integrating AI into Excel Data manipulation features in Excel
Webcast: ACPEN: Critical "Soft" Skills for CFOs and Controllers
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Webcast
4.0 Credits
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
Surgent's Tax Research
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Webcast
2.0 Credits
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
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Webcast
3.0 Credits
How to calculate a partner or S corporation shareholder’s basis Form 7203 and an S corporation shareholder’s basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation New OBBBA changes impacting business interest and Section 461(l)
Webcast: ACPEN: PowerPoint: Tips & Tricks for Today's Accountant
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Webcast
2.0 Credits
Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint
Webcast: ACPEN: K2’s Getting Started With Artificial Intelligence
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Webcast
2.0 Credits
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions
Webcast: ACPEN: Key Tax Issues Facing Business & Industry
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Webcast
4.0 Credits
Update and review of recent and key tax developments impacting business and industry "Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Other recent legislative, judicial, and IRS developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues Travel and entertainment expense rules Independent contractor vs. employee
Webcast: ACPEN: Common Deficiencies in Employee Benefit Plans
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Webcast
2.0 Credits
EBP Auditing Yellowbook
Webcast: ACPEN: Prevention & Detection of Fraud in Small Businesses
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Webcast
4.0 Credits
Small Business Fraud Fraud Schemes Fraud Indicators Fraud Detection Fraud Response Fraud Prevention
Surgent's Accountability and Action
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Webcast
4.0 Credits
Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don’t do well
Webcast: ACPEN: SECURE Act 2.0: What You Need to Know
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Webcast
1.0 Credits
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
Webcast: ACPEN: How to Get a Better Return on Yellow Book and Single Audits - Avoiding the Most Misapplied Audit Concepts
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Webcast
8.0 Credits
Discover the fundamental differences in the auditor's responsibilities between financial statement audits performed in accordance with the SASs and Yellow Book Understand risk assessment factors above those associated with a financial statement audit only Learn what must be done beyond the financial statement audit in order to issue required Yellow Book and Single Audit reports on internal controls and compliance Master designing, performing and documenting effective and efficient tests of compliance requirements Practice identifying, documenting and communicating the impact of internal control deficiencies and compliance audit findings to the client Common peer review deficiencies