Skip to main content

CPE Catalog & Events

Showing 20758 Third Party Webinars Results

Digging Deep with Excel Pivot Tables

-

TBD

1.0 Credits

Member Price: $55

The major topics covered in this course include:Data preparation and cleansingPivot table creationPivot table customizationNavigating Excel’s PivotTable Analyze tab

2024 New Client Ethical Challenges: The CPAs Guide

-

TBD

2.0 Credits

Member Price: $79

How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance

Cash Management Skills: Strategies for Long-Term Success

-

TBD

2.0 Credits

Member Price: $79

Understand how much cash your organization will need Where will you get cash?  Set cash management policy Prevent cash management surprises

Up Your Influence: How To Get What You want

-

TBD

2.5 Credits

Member Price: $89

Persuasion Influence

Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities

-

TBD

4.0 Credits

Member Price: $159

The Inflation Reduction Act of 2022 Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new §461(l)), American Rescue Plan Act, and Inflation Reduction Act

What's Going on at the GASB (2024)

-

TBD

4.0 Credits

Member Price: $149

The major topics that will be covered in this course include:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.GASB standards coming down the pike.

K2's 2023 Business Intelligence, Featuring Microsoft's Power BI Tools

-

TBD

8.0 Credits

Member Price: $225

The importance of Business Intelligence in today’s business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards  

Building Security and Efficiency With Internal Control

-

TBD

8.0 Credits

Member Price: $239

The major topics covered in this course include:An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework

Surgent's Annual Accounting and Auditing Update

-

TBD

8.0 Credits

Member Price: $299

Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters

Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing

-

TBD

8.0 Credits

Member Price: $299

Developing issues related to Yellow Book audits and single audits Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment) Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects) Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets Other issues related to nonprofits

The Best Federal Tax Update Course by Surgent

-

TBD

8.0 Credits

Member Price: $299

Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Bonus Depreciation  Section 163(j)  Section 174 Research and Experimental Expenditures Residency and Domicile Selling a principal residence, including tax planning strategies Virtual currency, including recent developments regarding NFTs New FinCEN reporting requirements in 2024 Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Key Considerations For Setting Up A Crypto Payment System

-

TBD

1.0 Credits

Member Price: $55

The major topics covered in this class include:Examine and walk through the primary considerations that any company seeking to implement a crypto payment system will need to keep in mindSpecific steps, the opportunities, and the challenges connected with implementing a crypto payment systemDocumenting accounting implicationsExternal resources will be provided in order additional context and information

Current Issues in Performing Yellow Book Audits

-

TBD

2.0 Credits

Member Price: $89

The major topics covered in this class include:Latest developments relevant to Yellow Book auditsBe prepared to avoid the most commonly misapplied concepts on audits performed in conformance with Government Audit Standards

2024 Working Through Grief and Loss - How to Build a Supportive Workplace

-

TBD

1.0 Credits

Member Price: $39

Employee Relations Culture Leadership Employee Retention

Mastering Charitable Remainder Trusts and Form 5227Compliance

-

TBD

2.0 Credits

Member Price: $79

Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing

K2's 2024 Safeguarding Taxpayer Data - A Guide For Your Required Security Plan

-

TBD

2.0 Credits

Member Price: $79

Understand the need to protect client data Learn about the required security and privacy standards Leave with a sample plan to consider your tax practice

Keys of SOC Reports - Following SSAE 18 Requirements

-

TBD

2.0 Credits

Member Price: $85

Move from SAS 70 and SSAE 16 to SSAE 18 Types of Service Organizations SOC 1 Engagements Control Objectives Reporting SOC 1 and SOC 2 Reporting SOC 3 Reports Preparing for SOC Engagement SOC Comparisons

Surgent's Basic Estate Administration for CPAs and FAs

-

TBD

2.0 Credits

Member Price: $99

Legal principles and definitions Trust accounting issues Working closely with legal counsel proactively in the best interest of the client Property law concepts Complex community property issues Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495 Executor checklist The basics of filing a Form 1041 for an estate or non-grantor trust Filing a final Form 709 The basics of filing Form 706 Understanding 706 elections Understanding Estate Valuations, including GST and portability Special considerations for IRAs and ERISA plans When to make Section 454 elections When to make Section 754 elections Understanding the fine points of basis S corp issues Partnership and LLC considerations Passive loss carryforwards and estates Fiscal year elections 65-day election for trusts and estates Tax aspects of pecuniary and specific bequests

Surgent's Depreciation Rules for Bonus and Section 179 Expensing

-

TBD

2.0 Credits

Member Price: $99

Bonus depreciation for acquisitions and construction History of qualified property categories and QIP The CARES Act and related Rev. Procs.  Section 179 expensing Energy incentives  The tangible property regulations 1031 exchanges Strategic hierarchy 

Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping

-

TBD

2.0 Credits

Member Price: $99

Obligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP)