CPE Catalog & Events
Webcast: Surgent's Industry Accountant Key Performance Metrics
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Webcast
8.0 Credits
Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
Webcast: K2's Advanced Excel
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Webcast
8.0 Credits
Collaboration and security techniques Tables, data models and PivotTables Advanced formulas Data queries Creating effective visualizations
Webcast: Leases: ASC Topic 842 in Depth 2024
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Webcast
8.0 Credits
FASB ASC 842, Leases All recently released updates to ASC 842, Leases
Webcast: SSARS Codification: Preparation, Compilation and Review 2024
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Webcast
8.0 Credits
SSARS Codification requirements SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information Review of financial statements Overview coverage of the amendments to the SSARS contained in SSARS 26
Webcast: Surgent's Real Estate Taxation: Critical Considerations
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Webcast
4.0 Credits
The impact of recent tax legislation on the real estate industry Depreciation and recapture Determining the basis when acquiring real estate Passive activity losses Calculation of gain or loss on sale of real estate Rental operations Installment sales
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 Applying the CECL Credit Loss Standard to Non-Banking Situations
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Webcast
4.0 Credits
Overview of ASC 326, Credit Losses Application of ASC 326 to non-lending institutions CECL transition and disclosures Audit considerations related to the adoption and ongoing accounting for CECL
Webcast: K2's QuickBooks For Accountants
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Webcast
8.0 Credits
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
Webcast: Surgent's Choosing the Right Business Entity
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Webcast
2.0 Credits
Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.
Webcast: Surgent's Use the Data Model to Build More Powerful PivotTables
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Webcast
2.0 Credits
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
Webcast: Government OPEB Accounting and Financial Reporting 2024
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Webcast
4.0 Credits
Accounting and Financial Reporting for Total and Net OPEB Liability Key GASB Statements for OPEB Determining Measurement Date Using Alternative Measurement Method for the Total OPEB Liability Defined Benefit and Defined Contribution OPEB Plans Actuarial Valuation of Total and Net OPEB Liability
Webcast: GAAP Update 2024
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Webcast
8.0 Credits
Business combinations and consolidations Lease accounting Financial instruments - credit losses (CECL) Intangibles, including goodwill Fair value
Webcast: K2's QuickBooks For Accountants
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Webcast
8.0 Credits
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
Webcast: Surgent's Excel Shortcuts for Accountants
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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 Successfully Completing a Gift Tax Return -- Form 709
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Webcast
2.0 Credits
Taxpayers who do not file gift tax returns but should The annual exclusion rules for gifts to trusts including required Crummey notices What should be disclosed on the return for purposes of running the statute of limitations The reporting of installment sales and split-interest Valuations and valuation discounts for gifts of closely held businesses The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA) A line-by-line explanation of Form 709
Webcast: Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
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Webcast
4.0 Credits
Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney Pet Trusts - the emerging necessities State, county and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets
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 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 SAS 136 implementation Common mistakes as noted in peer reviews and DOL inspections
Webcast: Government Pension Accounting and Financial Reporting 2024
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Webcast
4.0 Credits
Accounting and financial reporting for Net Pension Liabilities Effect of the Measurement Date New pension standards by Governmental Accounting Standards Board (GASB) Generally Accepted Accounting Principles (GAAP) for government Defined Benefit and Defined Contribution Pension Plans Review and compare data and statistics for CalPERS in 2020 and 2021
Webcast: How to Review Financial Statements 2024
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Webcast
4.0 Credits
Practice reviewing financial statements Financial statement case studies