CPE Catalog & Events

How Technology Controls Should Be Developed and Implemented 25-26

Considerations for the maintenance of an internal control system The types of policies and procedures organizations should utilize Reviewing and testing control measures Updating controls and implementing control changes

Preparation, Compilations and Reviews?A Practical Workshop 25-26

Preparation Compilations Reviews

Retirement Advising: Accumulation and Decumulation Strategies 25-26

The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review the provisions of the SECURE Acts and how they will impact retirement planning

Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms

Comprehensive coverage of the Inflation Reduction Act of 2022  Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues  Filing requirements for Schedules K-2 and K-3  Who files Form 1065, and who does not file Form 1065  Tax Basis Capital Account Reporting Requirements  Trade or Business income and expenses versus Separately Stated Items  The importance of Schedule M-1  Partnership distributions -- current or liquidating, cash or property  How to allocate recourse and nonrecourse debt  Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes Complete coverage of any new legislation enacted before presentation  Section 163(j) limitations  Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)  Final regulations on Section 168(k)  Partnership reporting oddities  Accurately preparing partnership returns and reconciling book income to taxable income  The Centralized Audit Regime under the Bipartisan Budget Act of 2015   

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

Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 146 on quality management) Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects) Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits)

Understanding and Creating an Internal Control System

The major topics covered in this course include:Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology

What If Your Client Didn't Take Reasonable Compensation

The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely

1040 Tax Prep Automation with AI Tools

The major topics that will be covered in this course include:Overview of AI technology and how it works.Identify where AI can be incorporated into the 1040 process.Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.A roadmap for using AI to improve client communications and 1040 based advisory services.

Making Culture A Competitive Advantage

Talent Strategy Culture Employee Engagement Employee Retention Leadership Leadership Strategy  

Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity

Technology Cybersecurity

Big Picture Mega-Trends, Big Data, and World We Now Face

On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going  Learn to adapt to changing situations

Finding Errors in Excel Spreadsheets

The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.

Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services

Communicating financial results The role of the accountant in communication The challenges accountants face in communication Creating better awareness of a company’s financials Behavioral biases of stakeholders Tips for staying on-point in communication Case study

Surgent's Excel Budgeting Ideas

Set up an in-cell drop-down list of budget methods  Change the calculations in the cells based on the selected budget method  Use names in worksheets

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

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)

Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties

How to determine when an individual is subject to an RMD Coverage of RMD changes under SECURE Act 2.0 What is the required minimum distribution for an account owner? What is the required minimum distribution for a beneficiary IRA? Key explanations of RMD regulations The types of accounts that are subject to the RMD rules The parties that are subject to the RMD rules Exceptions and special considerations for RMDs Rollover and transfer rules in an RMD year The various responsibilities of interested parties Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions How the 10-year rule works for beneficiaries

K2's Data Analytics for Accountants and Auditors

Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft’s Power BI platform Using regression analysis to create and validate forecasts and projections

2025 Annual Update for Not-for-Profit Accountants & Auditors

Not for Profit Auditing & Accounting Yellowbook

2025 UACPA Golf Tournament

Golf Sponsor 2025