CPE Catalog & Events
Webcast: Forensic Accounting 2024
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Webcast
4.0 Credits
Forensic Accounting Family Law Business Valuations Economic Damages Fraud Financial Investigations
Webcast: How to Manage Your CPA Practice 2024
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Webcast
4.0 Credits
Client management Employee management Pricing models Partner management
Webcast: 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: The Power of "Why" 2024
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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: Fundamentals of Inbound US Rules of International Taxation 2024
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Webcast
4.0 Credits
Withholding on dividends, interest, rents, royalties and compensation Withholding rules on foreign investment in US Real Estate 163(j) and Base Erosion Anti-abuse Tax restrictions on repatriation Foreign Persons with a US Trade or Business Taking advantage of tax treaties Tax-Advantaged Transfer Pricing IRS Audit Tools for Foreign-Owned Corporations
Webcast: K2's Technology For CPAs - Don't Get Left Behind
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Webcast
8.0 Credits
Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC
Webcast: 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: S Corporations: Distributions, Stock Basis and Loss Limitations 2024
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Webcast
2.0 Credits
Details of the stock basis adjustments when an S election is effective Rules that characterize distributions to S corporation shareholders either as potential stock basis reductions or dividend income Definition of "accumulated adjustment account" (AAA) Special rule when there is a "net negative adjustment" The rule limiting losses to stock and shareholder loans to the corporation The tax complications related to using shareholder loans to the corporation to deduct losses The basis adjustment ordering rules when there are losses and distributions in the same taxable year Tax planning opportunities and strategies
Webcast: Surgent's Successfully Completing an Estate Tax Return -- Form 706
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Webcast
2.0 Credits
Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the "portability" rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues
Webcast: 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
Webcast: Protecting Digital Data: More Important Now Than Ever Before 2024
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Webcast
4.0 Credits
Securing individual documents Protecting information resident in the Cloud Securing data stored on or accessed by mobile devices
Webcast: 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
Webcast: Surgent's Accountability: Stop the Blame Game
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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: Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data
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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: S Corporations: Conversions 2024
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Webcast
2.0 Credits
Reasons to terminate an S corporation election Involuntary terminations Voluntary revocations the process and the consequences Tax planning opportunities related to the termination of S corporation status Complications arising from a mid-year termination Limitations on re-electing S corporation status Making the S corporation election how and why Built-in gain planning
Webcast: Tackling Turnover: Key Reasons Your Staff Are Leaving What to Do About It 2024
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Webcast
2.0 Credits
Practice Management Factors that Cause Turnover Boosting Engagement and Retention
Webcast: The Generation-Skipping Transfer Tax and Dynasty Trusts 2024
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Webcast
4.0 Credits
Calculation of the GST tax and how it relates to the estate tax and gift tax Direct skips, taxable distributions and taxable terminations GST tax allocations, Reverse QTIP election and Exempt and Nonexempt Trusts Calculating the benefit of and designing Dynasty Trusts
Webcast: OCBOA Case Studies 2024
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Webcast
8.0 Credits
Income tax-basis financial statement presentations Cash and modified-cash financial statement presentations Innovative and EBITDA type reports OCBOA engagements AICPA Financial Reporting Framework for Small- and Medium-Sized Entities
Webcast: Understanding and Creating an Internal Control System 2024
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Webcast
8.0 Credits
Underlying concepts of internal control Defining where and why controls, policies and procedures are needed Legacy control measures that are still important for businesses today Creating control measures that address the use and protection of technology
Webcast: Form 706 Preparation Part 3: Reporting Deductions 2024
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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