CPE Catalog & Events
Surgent's Engagement and Client Retention Best Practices
-
Webinar
2.00 Credits
Member Price: $119
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
Surgent's The Essential Multistate Tax Update
-
Webinar
4.00 Credits
Member Price: $159
Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus Emerging compliance issues in the new sales tax economy Income Tax (and other forms of tax): Economic nexus (taxation without physical presence) Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? Pass-through problems: Nexus issues for interest owners Treatment of the 199A deduction for pass through entities by states: Withholding issues Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax
S Corporation Checkup: Tax Issues & Forms Reporting
-
Webinar
4.00 Credits
Member Price: $129
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations Comprehensive example to illustrate the mechanics of the basis determination process
Professional Skepticism for the Public Accountant
-
Webinar
1.00 Credits
Member Price: $39
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
Surgent's Weekly Expert Hour
-
Webinar
1.00 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
-
Webinar
1.20 Credits
Member Price: $39
Health and Wellness Burnout Stress Management Employee Engagement
K2's Advanced Collaboration Solutions
-
Webinar
2.00 Credits
Member Price: $79
Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration Modern Payment Solutions: Understanding and integrating various payment options into your portal Effective Use of eSignatures: Streamlining processes and ensuring compliance Feature Checklist for Collaboration Tools: What to look for in the latest technology
Advanced Negotiations: Never Split the Difference
-
Webinar
2.00 Credits
Member Price: $79
Negotiations Business Management
Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
-
Webinar
2.00 Credits
Member Price: $79
Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players?
IRS Penalties and Abatements
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Surgent's Found It! Reporting Findings in Yellow Book and Single Audits
-
Webinar
2.00 Credits
Member Price: $99
The types of findings reported in Yellow Book and single audits The requirements for reporting findings under the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance How to really think through the elements of a finding to assist report users
Audit Skills for Beginners
-
Webinar
4.00 Credits
Member Price: $129
Professional skepticism – Creating a mindset for finding fraud and error Audit documentation basics – Creating workpapers that pass review The audit risk model – Understanding the foundational principles Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting
Current Nonprofit Fraud Trends
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!
K2's Technology Update
-
Webinar
4.00 Credits
Member Price: $129
Developments in hardware and software Options for communicating and collaborating more effectively Addressing cybersecurity issues
K2's Case Studies in Fraud and Technology Controls - 4 Hours
-
Webinar
4.00 Credits
Member Price: $129
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
K2's AI - Security And Privacy Issues
-
Webinar
1.00 Credits
Member Price: $39
Major provisions of security and privacy policies Key risks associated with using commercial AI tools Steps to take to mitigate AI security and privacy risks
The Art of Accountability: Effective Strategies for Tough Conversations
-
Webinar
1.00 Credits
Member Price: $39
Leadership Conflict management Accountability Employee engagement
Build Better Budgets: Fundamental Techniques
-
Webinar
2.00 Credits
Member Price: $79
Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
Exploring the New Lease Accounting Standard
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
-
Webinar
2.00 Credits
Member Price: $79
Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations