CPE Catalog & Events
Webcast: Understanding the Generation Skipping Transfer Tax
-
Webcast
1.0 Credits
Overview of the GST tax and its policy purpose Direct skips, taxable terminations, and taxable distributions Skip persons and treatment of trusts as skip persons Application of the GST exemption and inclusion ratio Timely, late, and retroactive GST allocations Formula-based exemption allocations Planning strategies for GST tax minimization Filing considerations for Forms 706 and 709
Webcast: Preparing to be a Forensic Accountant - Focus on Digital Forensics
-
Webcast
1.8 Credits
Forensic Accounting Accounting Auditing Finance
Webcast: Managerial Accounting: Your Prescription for Better Decision Making
-
Webcast
4.0 Credits
Target profit and Break-even analysis Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Budgeting
Webcast: Surgent's Excel Shortcuts for Accountants
-
Webcast
2.0 Credits
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Webcast: Surgent's Home Office Rules
-
Webcast
2.0 Credits
Calculating the home office deduction Actual expense method Simplified expense method Definition of a home for purposes of the home office deduction Whether working-from-home employees can claim a home office deduction What is a “separate, identifiable space?” The “regularly and exclusively used” rule Defining a “principal place of business” Meeting clients, patients, and customers More than one trade or business Special rules that apply to daycare providers Separate, free-standing structures Depreciating the home
Webcast: Surgent's Contract Law for Accounting and Finance Professionals
-
Webcast
2.0 Credits
Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation
Webcast: Creating A Coaching Leadership Style
-
Webcast
3.0 Credits
What the Coaching Leadership Style Coaching Leadership Style Competencies Solution Focused Coaching Framework Leadership Competency Pillars Historical and Current Views of Coaching Coaching Culture Definition and Framework Coaching Results Measuring Success of Coaching
Webcast: Surgent's Tax Research
-
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
Webcast: Surgent's Section 754 Step-up in Basis: Understanding the Tax Issues for Partnerships and LLCs
-
Webcast
2.0 Credits
How and why a partnership makes a 754 election The effect of the 754 election when an interest in a partnership is sold or inherited How the 754 election applies when a partnership makes a distribution of property to one or more of its partners How to make the 754 basis adjustment
Webcast: Surgent's Strategies for Maximizing Social Security Benefits
-
Webcast
2.0 Credits
When is a person eligible to take Social Security benefits? Factors to consider when selecting an option for taking Social Security benefits Is there a best age to start taking Social Security benefits? How to maximize Social Security benefit payments for surviving spouses How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? How minor children can collect Social Security benefits based on the work record of an older parent
Webcast: Surgent's Marijuana: A Generalized Business Viewpoint
-
Webcast
2.0 Credits
An overview of current state and federal laws governing marijuana A review of state boards of accountancy regarding marijuana How some financial professionals are capitalizing on the marijuana industry Providing auditing and tax services within the marijuana industry How accountants and other financial professionals can manage risk within this industry IRC Section 280E’s prohibition of deductions involving controlled substances A summary of various state taxation laws on marijuana Ethical issues for accountants who work in the marijuana industry Relevant banking regulations Growth projections
Webcast: Emerging Issues in Financial Accounting 25-26
-
Webcast
3.0 Credits
Are we equipped to deal with a resurgence in financial accounting fraud Private company accounting standards, options and elections The latest on crypto and ESG Accounting and auditing for SAAS arrangements, impairments and going-concern and debt modification accounting FASB and PCC agenda
Webcast: Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data
-
Webcast
2.0 Credits
Automation capabilities of Excel The “Get & Transform” Tool Using “Get & Transform” for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports
Webcast: The Controller Function - Elevating the Role
-
Webcast
1.5 Credits
Accounting Finance Auditing Business Development
Webcast: The Controllership Series: The Controller's Role in Artificial Intelligence
-
Webcast
1.4 Credits
Accounting Finance
Webcast: Surgent's Assessing the Risk of Fraud in a Financial Statement Audit
-
Webcast
8.0 Credits
The fraud landscape in the United States Fraud risk procedures as updated by recently issued standards Most likely fraud types found in small to mid-sized entities Internal controls to prevent and detect fraud What to do when fraud is identified or suspected Case studies based on recent frauds Cyber fraud schemes and how to prevent and detect them Analytics that can be used as fraud risk procedures Assessing the risk of grant fraud in a Single Audit
Webcast: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update
-
Webcast
8.0 Credits
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. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Webcast: Surgent's Getting Ahead: The Art of Marketing for CPAs
-
Webcast
2.0 Credits
Challenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics
Webcast: Estate and Financial Planning for the Older Client
-
Webcast
8.0 Credits
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Webcast: The Controller Function - Elevating the Role
-
Webcast
1.5 Credits
Accounting Finance Auditing Business Development