CPE Catalog & Events
Surgent's Lessons Learned from Successful Companies
Available Until
TBD
2.00 Credits
Member Price: $89
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
Surgent's Lessons Learned: What a $53 Million Fraud Can Teach Us
Available Until
TBD
2.00 Credits
Member Price: $89
Background of the Dixon, IL fraud case Internal control weaknesses related to the $53 million fraud Lessons learned from this case
Surgent's Leverage PowerBI.com to Create Data Analysis for Others
Available Until
TBD
2.00 Credits
Member Price: $109
An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization Creating impactful visualizations and assembling informative dashboards to present data compellingly The interactive Q&A feature to derive insights through natural language queries Best practices for sharing data sets, reports, and dashboards with different audiences so they can leverage your data analysis work How to package reports and dashboards into apps for easy distribution and consumption
Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis
Available Until
TBD
8.00 Credits
Member Price: $159
ASC Topic 606, Revenue from Contracts with Customers The FASB’s new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance Presentation and disclosure requirements and examples Industry-specific implementation issues and guidance Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward Accounting considerations related to COVID-19-driven changes to revenue recognition processes
Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis
Available Until
TBD
8.00 Credits
Member Price: $199
ASC Topic 606, Revenue from Contracts with Customers The FASB’s new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance Presentation and disclosure requirements and examples Industry-specific implementation issues and guidance Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward Accounting considerations related to COVID-19-driven changes to revenue recognition processes
Surgent's Limited Liability Companies: Losses, Liquidations, Terminations, Continuations, and Sales
Available Until
TBD
4.00 Credits
Member Price: $79
When are distributions taxable? Miscellaneous issues, including the critical difference between §736(a) and §736(b) payments Sales of an LLC interest -- holding period and hot asset issues
Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships
Available Until
TBD
2.00 Credits
Member Price: $89
Tax rules governing liquidation of a partnership or S corporation Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S corporation liquidation/partnership liquidation Tax impact on the pass-through entity when the entity is liquidated Receipt of corporate liabilities in an S corporation distribution Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution Tax issues associated with a partnership distribution of noncash properties in a liquidation Compliance requirements on the occasion of a liquidation of a corporation or a partnership
Surgent's Management Fundamentals
Available Until
TBD
4.00 Credits
Member Price: $129
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multiple generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
Surgent's Management's Discussion and Analysis - What You Need to Know
Available Until
TBD
2.00 Credits
Member Price: $49
The overall importance of the rules and regulations with respect to the Management's Discussion and Analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC) An overview of the SEC requirements in this area Best practices offered by the SEC Comment letter examples pertaining to this area
Surgent's Marijuana: A Generalized Business Viewpoint
Available Until
TBD
2.00 Credits
Member Price: $89
An overview of current state and federal laws governing marijuana A review of state boards of accountancy regarding marijuana How some financial professionals are capitalizing on the marijuana industry Providing auditing and tax services within the marijuana industry How accountants and other financial professionals can manage risk within this industry IRC Section 280E’s prohibition of deductions involving controlled substances A summary of various state taxation laws on marijuana Ethical issues for accountants who work in the marijuana industry Relevant banking regulations Growth projections
Surgent's Mastering Accounting for Income Taxes
Available Until
TBD
4.00 Credits
Member Price: $79
The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Any recent or proposed changes to the accounting and disclosure requirements for income taxes
Surgent's Mastering Accounting for Income Taxes
Available Until
TBD
4.00 Credits
Member Price: $129
The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Any recent or proposed changes to the accounting and disclosure requirements for income taxes
Surgent's Mastering Basis Issues for S Corporations, Partnerships, and LLCs
Available Until
TBD
4.00 Credits
Member Price: $79
Applicable coverage of any basis considerations within any recent tax legislation enacted before the presentation Discuss new pass-through basis calculations required as attachments to certain individual returns Excess business losses and NOLs Tax Basis Capital Account Reporting Requirements How §179 limitations affect basis and how the “tax-benefit” rule is applied S corporations: Beware of final IRS regulations regarding “open debt” of S corporations; understand the effect of stock basis and debt basis and IRS’s recent focus on “at-risk basis” for shareholders; recognize how AAA applies or does not apply to certain S corporations; learn to apply the complex ordering rules and special elections that can have a big tax result; become aware of when you can have a taxable dividend in an S corporation; understand distributions of cash and property and post-termination transition rules, and temporary post-termination rules for eligible corporations LLCs and partnerships: Learn the detailed rules of §704 for preventing the shifting of tax consequences among partners or members; determine how to calculate basis under both §704 and for “at-risk” under §465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; review §754 step-up in basis rules; and learn how legislation cleans up the basis treatment of charitable contributions and foreign taxes paid
Surgent's Mastering Client Management for Accounting and Finance Professionals
Available Until
TBD
2.00 Credits
Member Price: $89
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Surgent's Mastering the Basics of Inventory Accounting
Available Until
TBD
4.00 Credits
Member Price: $129
Elements of inventory cost and full-absorption costing Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification Obsolescence reserves LIFO accounting Differences between book and tax cost capitalization and related income tax accounting Retail inventory valuation methodology Physical inventory observation approaches Accounting issues related to consigned inventory Other challenging issues related to inventory accounting
Surgent's Mastering the Excel Lookup Functions
Available Until
TBD
2.00 Credits
Member Price: $109
A review of the various lookup functions, beyond VLOOKUP Which lookup works best for your situation? How to apply the many lookup functions Advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively An in-depth review of the following functions: VLOOKUP/HLOOKUP, XLOOKUP, MATCH / INDEX, XMATCH, INDIRECT, FILTER, SORT/SORTBY, UNIQUE An overview of some newer functions
Surgent's Max the Tax: Client Retention
Available Until
TBD
1.00 Credits
Member Price: $49
Importance of client retention Understanding client needs and expectations through client satisfaction surveys and analyzing client feedback Developing effective client retention strategies Fostering client loyalty Handling client complaints and issues through effective complaint resolution
Surgent's Max the Tax: Common Deductions
Available Until
TBD
1.00 Credits
Member Price: $49
Home office deduction Alimony payments Charitable contributions Medical expense deduction Home mortgage interest deduction State and local income tax (SALT) deduction Gambling winnings and losses
Surgent's Max the Tax: Crowdfunding
Available Until
TBD
1.00 Credits
Member Price: $49
How crowdfunding works The different types of crowdfunding programs Strategies for building a crowdfunding campaign
Surgent's Max the Tax: Crypto Craze
Available Until
TBD
1.00 Credits
Member Price: $49
Introduction to cryptocurrency and key terms Chronology of cryptocurrency Virtual currency taxation Information on any updated guidance