CPE Catalog & Events
Surgent's The Essential Multistate Tax Update
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Webcast
4.0 Credits
Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus Emerging compliance issues in the new sales tax economy Income Tax (and other forms of tax): Economic nexus (taxation without physical presence) Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? Pass-through problems: Nexus issues for interest owners Treatment of the 199A deduction for pass through entities by states: Withholding issues Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax
Surgent's Generative AI and Cybersecurity: Opportunities and Threats
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Webcast
2.0 Credits
Generative AI applications in cybersecurity (e.g., threat detection, automation) AI-enabled cyber threats, including phishing, deepfakes, and malware Real-world incidents involving AI-related cybersecurity challenges Proactive strategies for leveraging generative AI in cybersecurity Regulatory and ethical implications of generative AI in financial cybersecurity
Webcast: ACPEN: Financial Accounting for Related Party Transactions
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Webcast
2.0 Credits
FASB codification provisions for transactions with related parties, including business owners and special purpose entities Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities Reviews the tax accounting related taxpayer standards Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards
Webcast: ACPEN: Benefits and Best Practices for Telework
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Webcast
2.0 Credits
Communication Business Management
Webcast: ACPEN: The Controllership Series - The Controllers Role in Financial Forecasting
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Webcast
1.5 Credits
Accounting Finance
Surgent's Emotional Intelligence
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Webcast
4.0 Credits
Self-awareness Self-regulation & motivation Empathy Managing relationships
Surgent's Preparation and Compilation Engagements Under the SSARS
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Webcast
4.0 Credits
Relevant sections of SSARS No. 21, Clarification and Recodification SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements
Webcast: Internal and External Fraud: Understanding It and Working To Control It 26-28
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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
Surgent's Key Current Financial and Economic Issues Facing the Financial Executive
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Webcast
8.0 Credits
Taking a strategic perspective relative to risk management and crisis management Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction Managing the debt and equity mix for your organization in a rapidly changing economic landscape Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning Evaluating retirement programs with Social Security funding for your employees Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment Influencing growth through acquisition of distressed organizations The economic way ahead for the CFO/Controller
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
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Webcast
8.0 Credits
Developing issues related to the Yellow Book and single audits Key AICPA developments affecting audits of governments and nonprofits The implementation of GASB No. 103 on financial reporting model improvements GASB No. 104 addressing disclosure of certain capital assets Impacts of recently applied governmental standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events) The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value The advantages, challenges, and best practices for effectively presenting a measure of operations
Surgent's Contract Law for Accounting and Finance Professionals
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Webcast
2.0 Credits
Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation
Surgent's Virtual Currency: Keeping Up with the Tax Code
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Webcast
2.0 Credits
Overview of virtual currency Property transactions with virtual currency Receiving virtual currency as payment Paying using virtual currency Charitable donations with virtual currency Gifting of virtual currency Form 8300 reporting
Webcast: ACPEN: Documentation Methods for Internal Control Processes
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Webcast
2.0 Credits
Introduction to Proper Documentation Responsibilities for Internal Control Exploring What to Document Documentation Types, Flowcharts, & Narratives Policy and Procedures and IC Questions Risk Control Matrices Establishing A Defined Documentation Process Flow Chart Symbols Other Documentation Maturity Model & Issue Tracker Other Documentation Testing Processes Other Documentation Internal Audit Formal Reports & Summary Proper Documentation
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
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Webcast
8.0 Credits
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including recently issued SASs Common mistakes as noted in peer reviews and DOL inspections
Webcast: Not-For-Profit Organizations: Financial Overview 26-27
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Webcast
4.0 Credits
Financial entity IRS filing status Recent ASC updates affecting nonprofit entities
Webcast: Internal and External Fraud: Understanding It and Working To Control It 26-32
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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: ACPEN: Tax Procedure
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Webcast
2.0 Credits
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
Surgent's Introduction to Forensic Accounting
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Webcast
4.0 Credits
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Surgent’s Weekly Expert Hour
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Webcast
1.0 Credits
Each week’s topics will change based on the most critical issues affecting financial professionals
Webcast: ACPEN: Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
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Webcast
1.0 Credits
Remote Hiring Best Practices Personality Assessments in Hiring Effective Integration of Personality Assessments Minimizing Bias and Ensuring Cultural Fit