CPE Catalog & Events
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
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Webinar
8.00 Credits
Member Price: $279
Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation Reporting requirements and filing exceptions for Schedules K-2 and K-3 Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues Recognize and properly handle special pass-through items of income and expense Accurately prepare S corporation returns and reconcile book income to taxable income Accurately prepare partnership returns and reconcile book income to taxable income What the transactional method entails and how to report partners’ capital accounts under this method Properly handle the tax treatment of distributions to shareholders, partners, or members Understand the special restrictions and sanctions for tax year-end selection Review the basics of partnership and LLC formation and basis calculation Self-employment tax or NOT, for each entity Filling in K-1s correctly for S corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S corporation forms and content The most frequently used forms and schedules, including some form “oddities”
CPA to CFO
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The steps necessary to effectively transform a tax or accounting practice into an advisory service.What it means to be a CFO/advisor to small-to-medium sizes businesses.What qualifications are necessary to offer an advisory service.How to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.
Maintaining a Harmonious Working Environment
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Webinar
1.00 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 measure Survival tactics in active violence situations
Was It Fraud or Just Poor Audit Quality?
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Webinar
1.60 Credits
Member Price: $59
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Understanding the 4 W's in Budgeting: Who, What, When, and Which?
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Webinar
2.00 Credits
Member Price: $79
Auditing & Accounting Yellowbook Budget Process
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
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Webinar
2.00 Credits
Member Price: $79
Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries
Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs
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Webinar
2.00 Credits
Member Price: $79
Championing the role of innovation in the workplace Crisis management What does it mean? What is our role? The roles we take on and differences between the roles we are assigned? Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035 from the Far Side’s wisdom
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting
Surgent's Purchase and Sale of a Residence: Critical Tax Issues
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Webinar
2.00 Credits
Member Price: $99
General rules relating to the sale of a residence under § 121 Sale of a taxpayer’s main home Qualifying for a partial exclusion of gain on the sale of a home How a taxpayer meets the residence requirement Meeting the look-back requirement Separated, divorced, and widowed taxpayers Work-related moves and unforeseeable events Inherited homes and homes received in a divorce Impact of business or rental use of home on the gain exclusion Reporting gain or loss on the sale of a home
2025 Accounting & Auditing Update
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Webinar
2.00 Credits
Member Price: $99
Accounting Standards Updates Auditing & Accounting Yellowbook
Just Ask Why - Searching for Answers: Generating Solutions
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Webinar
4.00 Credits
Member Price: $129
The basic benefits of why The 5-15 report Curiosity and creativity
Achieving Balance in Work and Life - Part 1
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Webinar
4.00 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
Financial Statement Analysis
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Webinar
4.00 Credits
Member Price: $129
Purposes of financial statement analysis Trend analysis and vertical & horizontal analysis Simple and multivariate regression; Analysis of metrics Assessment of liquidity, solvency, and profitability Using data visualizations The role of qualitative factors
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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Webinar
4.00 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
Tax Season Update for Business with Steve Dilley
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Webinar
4.00 Credits
Member Price: $129
Update on significant 2024-25 business tax developments and related cases and rulings Review of recent business tax provisions and their integration into tax forms Depreciation changes in Section 179 and Sec. 168(k) bonus depreciation Tax issues impacting "gig" workers, including Form 1099-K The details on what happened to the various "sunset" provisions of the 2017 tax act
Year-End Tax Planning: Thinking Outside the Box
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Webinar
4.00 Credits
Member Price: $129
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
K2's Technology For CPAs - Don't Get Left Behind
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Webinar
8.00 Credits
Member Price: $225
Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC
S Corporation Preparation, Basis Calculations & Distributions - Form 1120S Schedule K & K-1 Analysis
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Webinar
8.00 Credits
Member Price: $300
Extensive review of the S corporation tax laws with an emphasis on any new legislation Review the Form 1120S and discuss how items get reported on the S corporation tax return (i.e. page 1 versus Schedule K) and flow-thru to the shareholders on their 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 shareholder’s stock and debt basis Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations S corporation formation issues under IRC §351 Tax ramifications and reporting of distributions at the S corporation level including when the S corporation has prior C corporation earnings and profits (E&P) Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts
ACPEN Signature 2025: Financial Statement Preparation: Compilation and Review Update
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Webinar
8.00 Credits
Member Price: $250
Ethics Update Preparation Engagements Compilation Engagements Review Engagements Hot GAAP Topics New Quality Management Standards
Global Internal Audit Standards (GIAS) Domain V - Part 2
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Webinar
1.00 Credits
Member Price: $79
Internal audit Standards Institute of Internal Auditors GIAS IPPF