CPE Catalog & Events
Partnership Property Distributions and the New Form 7217
-
TBD
1.0 Credits
Member Price: $29
Property distributions in liquidation of a partner's interest Section 751 and its impact on property distributions from a partnership Mechanics of completing Form 7217 - new for 2024 The Section 754 election and its role in partnership property distributions
Productivity Hacks for Working Remote
-
TBD
1.2 Credits
Member Price: $39
Virtual Work Remote Work Telecommuting Flexible Work Options
Revenue Recognition Topic 606 - Identify the Contract Part 1
-
TBD
1.2 Credits
Member Price: $39
Revenue Recognition
Powerful Public Speaking
-
TBD
1.5 Credits
Member Price: $39
Communications
Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle
-
TBD
2.0 Credits
Member Price: $79
Understanding the various stages of the employment life cycle Onboarding and orientation Best practices and examples What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents
Ethical Leadership: Power, Influence, Integrity, and Trust
-
TBD
2.0 Credits
Member Price: $79
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership
Progressive Management Accounting
-
TBD
2.0 Credits
Member Price: $79
A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
Profitability Pricing: Boost your Bottom Line
-
TBD
2.0 Credits
Member Price: $79
Competitive bids Achieving target profitability
The Bookkeeper Goes to Prison
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
-
TBD
3.0 Credits
Member Price: $149
Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and using the residual method Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock
Surgent's Basics of Employment Law for Non-HR Professionals
-
TBD
4.0 Credits
Member Price: $159
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
2025 Mid - Year Tax Update: Planning for Businesses
-
TBD
4.0 Credits
Member Price: $129
Legislative changes affecting business tax planning Depreciation, start-up expenses, and profit motive considerations Employee classification, compensation, and benefits Business use of home, vehicle, and meals/entertainment deductions Cryptocurrency taxation and cannabis industry tax concerns Section 199A deduction and penalties related to business operations
2025 Mid - Year Tax Update: Planning for Individuals
-
TBD
4.0 Credits
Member Price: $129
Legislative changes affecting individual tax planning Income, deduction, and credit planning strategies Form 1040 issues: divorce, death of a taxpayer, and status updates Compensation, fringe benefits, and Social Security updates Foreign reporting, resident alien, and cryptocurrency tax matters Capital gains, Kiddie Tax, and related deductions
Coping With the Growth of Online Fraud
-
TBD
4.0 Credits
Member Price: $149
The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
Proper Financial Accounting for S Corporations
-
TBD
4.0 Credits
Member Price: $129
Deferred tax accounting for S Corporations S elections and terminations – dealing with deferred taxes Financial accounting for capital stock and retained earnings S corporation shareholders’ equity Tax vs financial accounting for Accumulated Adjustments Account Financial accounting for loans to and from S shareholders
Introduction to Yellow Book: 8-Credit Boot Camp
-
TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The key financial reporting differences for governmental and nonprofit entities.The fundamentals of Yellow Book and Uniform Guidance audits.
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
-
TBD
8.0 Credits
Member Price: $299
Audit requirements for ERISA §103(a)(3)(C) audits An annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics Best practices for engagement planning, internal controls, risk assessment, and detailed testing Avoiding common mistakes while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues
Surgent's Preparing Not-for-Profit Financial Statements
-
TBD
8.0 Credits
Member Price: $279
Key requirements, options, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
-
TBD
8.0 Credits
Member Price: $299
Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Partnership Distributions, Form 7217, and S Corporation Redemptions Thinking beyond §163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Timely coverage of breaking tax legislation Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Form 1099-K reporting requirements Bonus depreciation Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12 Decentralized Autonomous Organizations (DAOs)
ChatGPT: What Every CPA Should Know-Updated
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Overview of the current landscape for AI in businessHistory of ChatGPT and generative AIFundamentals of generative AI technology and related nomenclatureABC's of how to use ChatGPTDemonstration of practical ChatGPT applications for accounting, finance and taxA word of caution: What you should be concerned aboutDeveloping a ChatGPT usage policy for your firm / business