CPE Catalog & Events
Surgent's Tax Practitioner Horror Stories
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Webinar
2.00 Credits
Member Price: $99
Tax practitioner “horror stories” that illustrate what tax practitioners should try to avoid at all costs Avoiding malpractice lawsuits brought against tax practitioners
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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Webinar
2.00 Credits
Member Price: $99
Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning
AI Automation for CPAs: The $25K Shift You Can't Afford to Ignor
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Salt Lake City
4.00 Credits
The Reality Check: Data from industry surveys revealing what firms like yours say is slowing them down—and where the hours go.Automation That Works Today: Before-and-after looks at AR, client intake, time tracking, sales-tax filing, and much more.Live Demo: Building a core process in Trisk—no code, no stress, full audit trail. AI in Action: How AI can help you spot issues faster, keep documents clean, and give you back hours in the week.Making It Safe & Secure: How to protect client data, stay compliant, and keep your team on board—SOC 2 Type II security, change-management frameworks, and transparency strategies. Hands-On Breakouts: Teams of CPAs and students re-design a real workflow with both RPA and AI layered in. Your Next Steps: A toolkit with templates, ROI calculators, and security guides to keep the momentum going.
K2's Excel Tips, Tricks, and Techniques for Accountants
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Webinar
4.00 Credits
Member Price: $225
Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel
Partnership & LLC (Form 1065) - Formation to Liquidation
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Webinar
10.00 Credits
Member Price: $300
Extensive review of the partnership tax laws with an emphasis on any new legislative changes Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions – cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments
Partnership Preparation, Basis Calculations & Distributions - Form 1065 Schedule K & K-1 Analysis
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Webinar
10.00 Credits
Member Price: $300
Extensive review of the partnership tax laws with an emphasis on any new legislative changes Review the Form 1065 to learn how income statement items get reported on the partnership/LLC tax return (i.e., page 1 versus Schedule K) and flow-thru to the partner/members on Schedule K-1 Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual’s Federal income tax return and how the items affect the partner/member’s outside basis Look at detailed Schedule K-1 information reporting to partners/members needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Calculating the tax and §704(b) book capital accounts Reporting recourse and non-recourse debt on the Schedule K-1Tax ramifications and reporting of cash and non-cash distributions including disproportionate distributions of “hot assets” Overview of the §754 election for optional basis adjustments triggering §743 (transfer of interests) and §734 (distributions)
Estate and Financial Planning for the Older Client
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Webinar
10.00 Credits
Member Price: $225
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Implementing and Maintaining an Internal Control System
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Webinar
8.00 Credits
Member Price: $239
The major topics covered in this course include:Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
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Webinar
2.00 Credits
Member Price: $89
Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime
Learning to Teach "Tax" as a Second Language
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Webinar
3.00 Credits
Member Price: $39
Accounting as a foreign language Commonly misunderstood concepts Communicating tax matters Client-practitioner interactions Interacting with tax authorities
The Controllership Series - Managerial Accounting Basics and Costs
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Webinar
3.20 Credits
Member Price: $39
Accounting Finance
Revenue Recognition - Topic 606 Overview
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Webinar
3.50 Credits
Member Price: $59
Revenue Recognition on Contracts with customers
Employees Today and Tomorrow: The ROI on Your People?
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Webinar
4.00 Credits
Member Price: $79
Dealing with people issues the right way Conflict management issues How to truly empower your employees? Organizational culture and how to be a part of positive change What are some the ‘other’ employee issues that go unsaid? What does work/life balance mean today?
CFO Series: Proven Methods to Detect and Prevent Fraud
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Definitions and types of fraud.How are frauds caught.Where, how, and when to look?Common red flags!How to reduce your fraud risks.
Comprehensive Roth IRA Strategies Analysis 25-26
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Webinar
2.00 Credits
Member Price: $99
Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth
Clarifying Risk Assessment - SAS 145 and Beyond 25-26
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Webinar
4.00 Credits
Member Price: $175
Assessing the risk of material misstatement Mandatory risk assessment procedures Evaluating internal controls Responding to risk assessment with appropriate audit procedures Complying with revised and expanded documentation requirements
Fraud Case Studies: Schemes and Controls WEBCAST
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Webinar
4.00 Credits
Member Price: $185
Recent fraud cases. Common fraud schemes perpetrated by those within and outside victim organizations. Consider the lessons learned. Best practices to further our fraud prevention.
The Bottom Line on the New Lease Accounting Requirements
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Webinar
4.00 Credits
Member Price: $185
Lease classification, Amortization of the leased asset, Derecognition of the underlying asset, Recognition of lease receivables, Lease modifications, Sale and leaseback transactions
10 Keys to Outstanding Service and More Referrals
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Webinar
4.00 Credits
Member Price: $129
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
Mastering the Art of Conflict: CPA Transformative Strategies
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Common conflicts CPAs faceThe impacts of having/not having crucial conversations Learn your conflict style and how to elevate your conflict capabilitiesIdentifying conflict triggersBest practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions.Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used.