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CPE Catalog & Events

Showing 41-60 of 3369 Results (Page 3 of 169)

Webcast: Not-for-Profit Organizations: Treasury Utilizing QuickBooks 26-27

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Webcast

8.0 Credits

Financial entity IRS filing status Recent ASC updates affecting nonprofits Inflows and Outflows QuickBooks Desktop Setup Data entry Reporting Governance policies and budgeting

Webcast: Pass-Thru Entity Owners Schedule K-1 Analysis 26-27

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Webcast

8.0 Credits

Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203—S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership What constitutes debt basis for an S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk

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

Surgent's Time Management for Professionals

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Webcast

2.0 Credits

Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan

Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

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Webcast

4.0 Credits

Latest state of the economy Expense control that works Understanding our changing workforce and working environment Artificial intelligence Financial risk analysis Enterprise risk management, including looking at AI Improving bank relationships

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: Tax Planning for Sole Proprietors & Other Business Owners 26-27

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Webcast

8.0 Credits

An overview of the business-related tax changes in the One Big Beautiful Bill Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction Avoiding the at-risk and passive activity loss limitations Making the right business entity election In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know

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

Surgent's Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms

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Webcast

8.0 Credits

Classifying receipts between “income” and “corpus” under the Uniform Principal and Income Act Calculation of DNI utilizing three different methods, a “forms” method (Schedule B), a “code” method, and a “shortcut” method, utilizing a worksheet of common income and expenses Proper W-2 preparation and procedures in the year of death Taxpayer passes before taking a required minimum distribution; what must be done?  Forgetful fiduciaries of simple trusts Fluctuating trusts – Simple one year, complex the next Dividing income in the year of death Overview of Subchapter J Form preparation issues – Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1 Other considerations: excess deductions on termination Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms

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 Securing a Comfortable Retirement in the Age of Spending

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Webcast

8.0 Credits

Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client Using a residence and other real estate as retirement assets through equity and rent Using a small business as a retirement resource through creative retirement plans Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement The three-legged retirement stool: employer retirement, savings, and Social Security Planning with the retirement provisions of SECURE Act 2.0 Updates introduced by the One Big Beautiful Bill Act Distribution/asset liquidation planning Analysis of the most current/important research on retirement planning and sustaining retirement income levels

Surgent's Exploring Business Valuation Fundamentals

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Webcast

2.0 Credits

What does value mean? Technical vs. fundamental analysis Intrinsic value Other discounted cash flow models Assumptions in the Gordon Growth Model Valuations using free cash flows Residual income model Enterprise value Value in mergers and acquisitions Small business valuations and discounts Advanced valuation models

Webcast: FASB & AICPA Update for Tax Professionals (Highlights) 26-27

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Webcast

2.0 Credits

Broadly applicable ASU effective in 2025 and beyond  Significant recent SAS 

Webcast: Metrics Management: Choose and Use Key Performance Indicators 26-27

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Webcast

8.0 Credits

Link long term strategy to short term financial plans Use benchmarking to determine what performance should be

Webcast: Tax Planning for Sole Proprietors & Other Business Owners 26-27

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Webcast

8.0 Credits

An overview of the business-related tax changes in the One Big Beautiful Bill Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction Avoiding the at-risk and passive activity loss limitations Making the right business entity election In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know

Webcast: Tax Basis Financial Statements 26-27

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Webcast

2.0 Credits

Tax basis financial statements presentation and disclosure   Reporting on tax-basis financial statements 

Surgent's Annual FASB Update and Review

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Webcast

4.0 Credits

Private company standard-setting activities Recent FASB Accounting Standards Updates (ASUs), including those addressing financial instruments, credit losses under ASC 326, government grants, and business combinations Non-GAAP financial measures ASC 842, Leases ASC 842 final PIR report findings

Surgent's Tax Update for Client Advisory Services

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Webcast

4.0 Credits

Common tax deadlines and penalties Employee Retention Credit – new developments Beneficial ownership information reporting Bonus depreciation changes Form 1099 reporting and changes Online accounts and IP PINs Virtual currency updates Green energy credit compliance

Surgent's Successful Communication

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Webcast

4.0 Credits

The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions Action plan to apply techniques in the workplace for communication success

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