CPE Catalog & Events
S Corporations: Comprehensive walk through of Form 1120S
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Subchapter S status election and compliance requirementsRelief for late Form 2553 filings under Rev. Proc. 2022-19Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3I.R.C. §1361 and §1362 analysis for S Corporation electionsCorporate governance and formalities complianceShareholder stock and debt basis rulesBuilt-in capital gains and other aspects of Form 1120SSchedules K-1, K-2, and K-3 preparation and reporting requirementsOfficer reasonable compensation: requirements, advisory strategies, and audit defensesS Corporation eligibility errors and corrective measures
Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues
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Webinar
8.00 Credits
Member Price: $279
Hiring and firing issues – What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more Employment contracts – An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work Employment issues in the economy – Telecommuters and other special situations Legal liability issues – Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more Fringe benefit issues – COBRA, Family and Medical Leave Act, and new developments in health care Medical plans – Who is a full-time employee?
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Webinar
8.00 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)
2025 Accounting & Auditing Update for Small Businesses
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Accounting Standards Updates (ASUs) that are most likely to impact small businesses.ASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs.Audit standards that small business auditors will need to implement.
Building Trust in Remote Teams: Catalyze Collaboration and Communication
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Webinar
1.00 Credits
Member Price: $39
Communication Teamwork Collaboration
Leaders Eat Last. Why? - 1 Hour Session
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Webinar
2.00 Credits
Member Price: $39
Why building trust is essential How trusting relationships makes us more effective Steps to build trust
An Exceptional Leader C.A.R.E.S.
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Webinar
2.00 Credits
Member Price: $39
Leadership strategies to improve mental health in the workplace Self-care techniques Empowering HR
Embracing Neurodiversity in the Workplace
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Webinar
2.00 Credits
Member Price: $39
Neurodiversity
Prioritizing Mental Health in the Post-COVID Workplace
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Webinar
1.20 Credits
Member Price: $39
Introduction to Common Mental Health Issues in the Workplace Identifying and Managing Mental Health Issues in the Workplace Helping employees with mental health issues perform their jobs more effectively Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self- care
Preparing for & Conducting Discharge Meetings
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Webinar
1.20 Credits
Member Price: $39
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
2024 Performance Management - Hiring to Retiring
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Webinar
1.20 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
Maintaining a Harmonious Working Environment
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Webinar
1.20 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.
Balancing Employee and Employer Rights
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Webinar
1.40 Credits
Member Price: $39
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
1065 - Understanding Partnerships Tax Returns
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Webinar
2.00 Credits
Member Price: $79
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065
Group Audits: Who is Responsible for What?
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Webinar
3.00 Credits
Member Price: $79
Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit
Accounting for the Gig Economy
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Webinar
3.00 Credits
Member Price: $79
Characteristics unique to the gig economy Independent contractor and employee classification considerations Recordkeeping considerations for independent contractors Accounting and reporting issues for gig economy participants Audit and attestation for clients who participate in the gig economy Tax and regulatory considerations The CPA as a trusted advisor for independent contractors
Practical Excel Topics for Today's Accountant
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Webinar
3.00 Credits
Member Price: $79
Data validation Underutilized, but powerful, formulas Formulas for manipulating, transforming, and cleansing data Formulas for data analysis Reference formulas such as =VLOOKUP Pivot tables Solver as a tool for performing multivariate analysis Mail merge Custom formatting
Devious Ethics: Avoiding Snakes in Suits
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Webinar
2.00 Credits
Member Price: $79
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
Hot Topics Accounting Update
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
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Webinar
2.00 Credits
Member Price: $79
Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations