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CPE Catalog & Events

Showing 2799 Live Seminars & Webcasts Results

Webcast: Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings

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Webcast

2.0 Credits

Coverage of applicable rules from SECURE Act 2.0 The 10% penalty Net unrealized appreciation of employer securities Roth IRA conversions Rollovers and the limitations Direct rollovers vs indirect rollovers and tax withholding Beneficiary portability rules When a Roth IRA distribution is qualified to be tax-free Excess contributions and the 6% excise tax

Webcast: Surgent's Public Speaking and Presentation Skills

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Webcast

2.0 Credits

How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation

Webcast: Surgent's Real Estate for Accounting and Finance Professionals

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Webcast

2.0 Credits

Rental income and expense calculation and reporting Deciphering Schedule E (Form 1040) Nuances of vacation home rules Passive activity loss rules: foundations and implications Active vs. material participation in rental activities Tax reporting: how to group passive activities Limitations on passive losses: at-risk rules and deductions Classifying rental real estate activities Navigating exceptions in rental real estate taxation

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: Governmental & Not for Profit Fraud 2024

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Webcast

4.0 Credits

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Review real-world examples of fraud schemes perpetrated against governments and not-for-profits, including misappropriations of cash, grant frauds, vendor frauds, inventory thefts and payroll frauds Understand and recognize fraud risk and fraud indicators Consider types of fraud prevention programs

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 Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer

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Webcast

4.0 Credits

The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements Avoiding common pitfalls seen in Yellow Book and single audits How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer

Webcast: Surgent's Business Writing: Professional & Effective Emails

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Webcast

2.0 Credits

Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it's not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable and outcome-focused emails

Webcast: 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

Webcast: 2024 Galasso Annual Update for Accountants & Auditors

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Webcast

8.0 Credits

Webcast: Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions 2024

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Webcast

2.0 Credits

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Review of New Rules under IRC Sec. 67(g) Review Surprises to Simple Trusts under IRC Sec. 67(g) Presentation Issues with IRC Sec. 199A Deduction and the Tier System Special Rules Relating to the Charitable Contribution Deduction Problem Examples

Webcast: Providing Tax Advice: Professional Standards 2024

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Webcast

2.0 Credits

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Overview of the various types of advice tax professionals provide clients The preparer penalties The duty to advise clients with regard to potential taxpayer penalties The primary AICPA rules with regard to advising and communicating tax advice Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority

Webcast: Not-For-Profit Organizations: Financial Update 2024

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Webcast

3.0 Credits

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Financial entity IRS filing status Recent ASC updates affecting nonprofit entities

Webcast: Buying and Selling Corporate Businesses: Asset Sales 2024

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Webcast

4.0 Credits

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Stock sale vs. asset sale: tax and non-tax differences Compensating the selling shareholders for services performed Covenants not to compete Personal goodwill Built-in gain planning for S corporations Installment sales Allocation of the purchase price among the assets

Webcast: Tax Planning for Seniors 2024

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Webcast

4.0 Credits

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Income for seniors: retirement, earnings and investments Tax Deductions: planning, bunching, strategies Planning to help family members

Webcast: Comprehensive S Corporation Taxation Form 1120S 2024

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Webcast

8.0 Credits

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Learn how to qualify and to make the S corporation election Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained Understand the four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive and excess business loss limitations) Understand the proper tax treatment and reporting of a distribution from the S corporation to a shareholder Determine how to calculate AAA and OAA account for an S corporation as well as the 3 potential taxes Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S corporation

Webcast: Corporate Income Tax Return Fundamentals 2024

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Webcast

8.0 Credits

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Corporate structure entity choice comparisons Form 1120 and Schedule M-1 or M-3 Items for book-tax differences Tax accounting methods Uniform capitalization rules, overview Minor discussion on depreciation: capitalization, gain, loss and recapture Carrybacks, carryforwards and credit Case Study and presentation in return Mergers and Acquisitions impact on the returns

Webcast: Form 1041 Advanced Series Part 4: Post Mortem Administration Considerations 2024

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Webcast

2.0 Credits

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A Review of the Expansive Nature of Trust Administration The Use of Post-Mortem Elections The Use of an Administrative Trust & its Advantages Choosing a Fiscal Year for the Administrative Trust The Successor Trustee of an Administrative Trust and whether the Trust is Simple or Complex? Making the Sec. 645 Election, its Duration , Advantages and Disadvantages

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: 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