CPE Catalog & Events
Surgent's How to Effectively Represent Clients Under IRS Audit
Available Until
TBD
2.00 Credits
Member Price: $89
Why the IRS selects a tax return for audit What happens when the taxpayer disagrees with the results of the audit IRS employees who interact with taxpayers during an audit FATCA audits Types of IRS examinations Potential IRS audit outcomes Substitute for returns Large Partnership Compliance Program IRS’s shift in audit strategies Responding to IRS Notices online Audits of high income and high net-worth individuals The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships IRS Letters of Concern
Surgent's How to Settle a Client's Estate
Available Until
TBD
10.00 Credits
Member Price: $189
Issues involved when settling an estate – marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries Explaining the needs and limitations of durable powers of attorney, health care directives, and living wills Why a will is probated, and on what grounds it may be challenged Comprehensive checklists on how to read a will, duties of an executor and trustee, and much more Identification and report of estate assets What to do and what not to do as a fiduciary, executor, or trustee – duty of care, investment, informing, payment of debts and taxes, & defending a will contest How executors and trustees interact with beneficiaries Elective shares, and when a spouse might make that choice What a trustee needs to know about incompetents and minors Rights of creditors, third parties, and beneficiaries Key issues in transferring property to a trust and from a trust or estate to a beneficiary Identifying income, estate, and inheritance taxes Fiduciary accounting – principal and income concepts An introduction to drafting an account, and why it is relevant Administration of revocable trusts Estate basis reporting
Surgent's How to Settle an Estate - An Overview
Available Until
TBD
2.00 Credits
Member Price: $49
Process of estate administration, including the basics of creating the estate, the role of the executor, and how to probate a will Steps to take immediately upon the death of the decedent and the importance of inventorying the estate assets Problems associated with the distribution of estate assets Utilizing family settlement agreements
Surgent's IRS Tax Examinations and Hot Issues
Available Until
TBD
4.00 Credits
Member Price: $129
Criteria that the IRS uses to select returns for examination Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft Understanding worker classification determinations on who is an employee and who is an independent contractor Distinguishing S corporation officer’s reasonable compensation issues How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty Tax-related identity theft procedures
Surgent's IRS Tax Examinations and Hot Issues
Available Until
TBD
4.00 Credits
Member Price: $79
Criteria that the IRS uses to select returns for examination Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft Understanding worker classification determinations on who is an employee and who is an independent contractor Distinguishing S corporation officer’s reasonable compensation issues How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty Tax-related identity theft procedures
Surgent's Implementing Subscription Pricing to Your Practice
Available Until
TBD
2.00 Credits
Member Price: $109
The basics of subscription pricing Pricing strategies, with an eye toward a modern model for your business How to implement subscription pricing The need to look back and assess the financial impact of the implementation How to manage customer retention The optimum subscription pricing for your business
Surgent's Improve Design and Productivity with Excel Tables
Available Until
TBD
2.00 Credits
Member Price: $89
What are Excel tables are and why are they important? How to create Excel Tables from scratch The art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliers How Excel tables use structured reference formulas to create accurate calculations How Excel tables increase spreadsheet creation productivity
Surgent's Improve Spreadsheets by Building Controls in Excel
Available Until
TBD
2.00 Credits
Member Price: $109
Best practices when designing spreadsheets Creating a proper worksheet structure Using Excel's built-in features to find errors Creating custom controls to prevent and find errors Using links to quickly move to controls Using conditional formatting to highlight errors
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
Available Until
TBD
2.00 Credits
Member Price: $89
What keeps companies from becoming streamlined? Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle
Surgent's Increase Success by Understanding People
Available Until
TBD
1.00 Credits
Member Price: $49
How to analyze others through simple observation A proven model to understand and predict behavior Why assertiveness is neither good nor bad What behaviors to expect from different personality types Why do I act like I do? Correcting employee issues in a new and better way
Surgent's Increase the Efficiency of Your Organization
Available Until
TBD
1.00 Credits
Member Price: $49
Proven ways to measure costs in relation to objectives Develop methods to measure company and department objectives Use ratios to measure and improve efficiency Develop an incentive system that rewards efficiency
Surgent's Individual Income Tax Fundamentals
Available Until
TBD
20.00 Credits
Member Price: $270
Effects of recent legislation, including the recently enacted Inflation Reduction Act and the SECURE Act 2.0 The Qualified Business Income deduction Filing information, filing status, personal exemptions, dependents, the standard deduction, etc. Wages and salaries Interest income, dividend income, mutual funds, Social Security Figuring tax Basic income tax preparation, Form 1040 and Schedules 1 – 3 Capital gains and losses Medical and dental expenses, charitable contributions IRA contributions and distributions Distributions from qualified retirement plans, pensions, and annuities Profit and loss from business or profession and self-employment tax Depreciation Rental income and expenses Preparation of Schedules A, B, C, D, E, and Forms 4562, 4797, and more
Surgent's Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer
Available Until
TBD
10.00 Credits
Member Price: $189
Effects of recent legislation, including the recently enacted Inflation Reduction Act and the SECURE Act 2.0 Filing information, filing status, personal exemptions, dependents, the standard deduction, etc. Dependents and income Wages and salaries Credits, withholding, estimated tax, and basic return preparation Capital gains and losses Itemized deductions
Surgent's Individual Income Tax Update
Available Until
TBD
4.00 Credits
Member Price: $79
Timely coverage of breaking tax legislation Real Estate professional requirements Review of pertinent cases and rulings affecting taxpayers Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions 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
Surgent's Individual Tax Planning Ideas
Available Until
TBD
4.00 Credits
Member Price: $79
Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change in light of the new Trump administration and Republican Congress Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption considering proposed regulations Retirement planning in light of IRA and RMD changes Review of pertinent changes from recent legislation Reading a tax return for developing client-specific tax strategies Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Compensation and fringe benefit issues Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them All in the family: Tax tactics for spouses, children, and parents
Surgent's Individual and Financial-Planning Tax Camp
Available Until
TBD
8.00 Credits
Member Price: $199
Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption in light of proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged accounts Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement Best financial planning ideas for young people
Surgent's Individual and Financial-Planning Tax Camp
Available Until
TBD
8.00 Credits
Member Price: $159
Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change in light of the new Trump administration and Republican Congress Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption considering proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security - the latest on the looming solvency crisis Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged accounts Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement Best financial planning ideas for young people
Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
Available Until
TBD
4.00 Credits
Member Price: $79
Building change into the planning process Sales/income plan Intermediate planning Technology plan Capital equipment planning One-year operating plan Monthly planning Cash plan Risk plan
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
Available Until
TBD
4.00 Credits
Member Price: $79
The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
Available Until
TBD
4.00 Credits
Member Price: $129
The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans