CPE Catalog & Events
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
Surgent's Max the Tax: Entity Selection
Available Until
TBD
1.00 Credits
Member Price: $49
Choice of entity decisions Client consultation questions regarding entity selection
Surgent's Max the Tax: Equity Compensation
Available Until
TBD
1.00 Credits
Member Price: $49
Stock grants, including Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), and Performance Share Units (PSUs) Stock options and rights, including Incentive Stock Options (ISOs), Non-Qualified Stock Options (NQSOs), Stock Appreciation Rights (SARs), and phantom awards Employee Stock Purchase Plans (ESPPs) Equity awards and partnerships / S corporations
Surgent's Max the Tax: Metaverse
Available Until
TBD
1.00 Credits
Member Price: $49
Why accounting and other professionals should use the metaverse Where accountants and other professionals can find their space in the metaverse How the metaverse is changing the way we work
Surgent's Max the Tax: Schedule C
Available Until
TBD
1.00 Credits
Member Price: $49
Tips and tricks to prepare the Schedule C Income and expenses Tax invoice preparation Legal invoice Entertainment invoice Education invoice
Surgent's Max the Tax: Schedule E
Available Until
TBD
1.00 Credits
Member Price: $49
Business development Types of properties Rental property use Rental expenses Deductible expenses Repairs and maintenance Capitalization of expenses Depreciation Accounting methods Treatment of security deposits
Surgent's Max the Tax: Section 754
Available Until
TBD
1.00 Credits
Member Price: $49
How and why a partnership makes a 754 election The effect of the 754 election when an interest in a partnership is sold or inherited How the 754 election applies when a partnership makes a distribution of property to one or more of its partners How to make the 754 basis adjustment
Surgent's Max the Tax: Tax Impacts on Exit Planning
Available Until
TBD
1.00 Credits
Member Price: $49
Discussion of capital gain planning Transaction analysis and reporting Elements of a tax-free reorganization Overview of non-federal taxes: state tax implications, estate taxes, gift taxes, generation-skipping taxes, and property taxes
Surgent's Maximizing Your Social Security Benefits
Available Until
TBD
8.00 Credits
Member Price: $159
Retirement benefits: What the amount of benefits is in various circumstances Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70 Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
Surgent's Metrics, Benchmarking, and Measurement
Available Until
TBD
1.00 Credits
Member Price: $49
Using metrics that correctly measure the goals of the organization How metrics will differ for non-profits and governments Using metrics to balance cost and benefit Internal and external benchmarking for comparison Having a set of balanced metrics
Surgent's Monthly Accounting Update Series (Original Air Date: 4/27/21)
Available Until
TBD
1.00 Credits
Member Price: $49
New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners
Surgent's Monthly Accounting Update Series (Original Air Date: 5/25/21)
Available Until
TBD
1.00 Credits
Member Price: $49
New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners
Surgent's Monthly Accounting Update Series (Original Air Date: 6/29/21)
Available Until
TBD
1.00 Credits
Member Price: $49
New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners
Surgent's Monthly Accounting and Auditing Update (Original Air Date: 10/26/21)
Available Until
TBD
1.00 Credits
Member Price: $49
New professional standards issued by the FASB and AICPA Guidance on likely COVID-19-related accounting issues that you are likely to face Insights on best practices in managing new working environments Other topics of importance for all accounting practitioners