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CPE Catalog & Events

Showing 2372 Live Seminars & Webcasts Results

Webcast: Surgent's Hiring New Workers and Payroll Taxes

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Webcast

2.0 Credits

Form W-4 Form I-9 Form W-9 End-of-year compliance Payroll tax returns Unemployment insurance

Webcast: Surgent's Current Issues in Accounting and Auditing: An Annual Update

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Webcast

4.0 Credits

Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations Results and findings of the FASB’s Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3) Other important A&A practice matters

Webcast: Surgent's Basics of Employment Law for Non-HR Professionals

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Webcast

4.0 Credits

How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies Key functions of employment including recruitment, interviewing and selection

Webcast: Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization

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Webcast

4.0 Credits

Why customer service is not just having nice people; it is truly serving the customer Analysis of the value of the customer to compare it to various costs creating an ROI How to develop a compliance program that adds value to the customer A hard look at several companies and industries that have mastered the dual objectives How recent developments have affected compliance and customer service

Webcast: Surgent's Basis Shifting: Final Regulations

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Webcast

4.0 Credits

What is a transaction of interest? Reporting transactions of interest on Form 8886 Why make a Section 754 election? Adjustments under Sections 743(b), 734(b), and 732 Applicable threshold amounts for reporting What is a basis shift? Who is a material advisor and why is that status important? Section 755 rules for allocating the Section 743(b) and Section 734(b) basis adjustments Transfers of a partnership interest on death What is a substantially similar transaction? Who is a “tax-indifferent” party in a partnership?

Webcast: Analyzing Financial Statements 25-26

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Webcast

8.0 Credits

Financial Reporting and Financial Statements Use of Non-GAAP performance measures and key performance indicators Forecasting Valuation Comprehensive Financial Statement Analysis with Case Study

Webcast: Federal Tax Update: Individual Form 1040 25-26

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Webcast

8.0 Credits

Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures

Webcast: Internal Controls: Strengthen Security, Efficiency and Employee Conduct 25-26

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Webcast

8.0 Credits

An overview of control frameworks and concepts Strategy considerations that can be incorporated into control development Understanding and controlling risk that arises when organizations change or choose not to

Webcast: Surgent's International tax Challenges and Opportunities for U.S. Filers

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Webcast

3.0 Credits

Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements

Webcast: Analyzing Financial Statements 25-26

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Webcast

8.0 Credits

Financial Reporting and Financial Statements Use of Non-GAAP performance measures and key performance indicators Forecasting Valuation Comprehensive Financial Statement Analysis with Case Study

Webcast: Federal Tax Update: Individual Form 1040 25-26

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Webcast

8.0 Credits

Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures

Webcast: Internal Controls: Strengthen Security, Efficiency and Employee Conduct 25-26

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Webcast

8.0 Credits

An overview of control frameworks and concepts Strategy considerations that can be incorporated into control development Understanding and controlling risk that arises when organizations change or choose not to

Webcast: Surgent's Artificial Intelligence for Accounting and Finance Professionals

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Webcast

2.0 Credits

What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management

Webcast: Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings

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Webcast

2.0 Credits

S corporation earnings layers Observations on earnings layers S corporation basis calculation IRC 351 transactions Four loss tiers Appreciated property distributions

Webcast: Surgent's Fundamentals of Public Charity Taxation and Form 990

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Webcast

4.0 Credits

Organization and structure of Form 990 Form 990  and its various schedules Form 990 filing requirements The public support tests Taxation of unrelated business income Compensation-related reporting issues 

Webcast: Surgent's IRS Tax Examinations and Hot Issues

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Webcast

4.0 Credits

Criteria that the IRS uses to select returns for examination Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft Understanding worker classification determinations on who is an employee and who is an independent contractor Distinguishing S corporation officer’s reasonable compensation issues How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty Tax-related identity theft procedures

Webcast: Surgent's S-Corporation Taxation: Advanced Issues

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Webcast

4.0 Credits

Detailed rules governing basis in the shareholder’s debt and stock AAA Built-in gains incurred from the sale of assets Redemptions and liquidations Compensation planning for shareholders, including planning strategies under the SECURE Act Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable

Webcast: Surgent's Social Security: Dispelling Common Myths with Essential Truths

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Webcast

2.0 Credits

Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!

Webcast: Surgent's Understanding How the IRS Rewards Whistleblowers

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Webcast

2.0 Credits

Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery Review of the whistleblower claim process Criteria for eligible claims Case studies of significant claim recoveries paid by the IRS to whistleblowers Issues underlying whether a practitioner should ever act as the whistleblower Addressing delays inherent in the whistleblower claim process The structure and role of the Whistleblower Office Best practices for the submission of a good whistleblower claim Working with other governmental divisions in processing whistleblower claims A brief overview of other, non-IRS whistleblower claims

Webcast: Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes

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Webcast

2.0 Credits

Reasonable compensation Fringe benefits for S corporation shareholders Built-in gains tax Excess passive income tax Notice 2020-75: PTE elections

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