CPE Catalog & Events
Donating Cryptocurrency and Avoiding Traps for the Unwary
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Intro to digital assets Differences between cryptocurrency and non-fungible tokens (NFTs) IRS Notice 2014-12 Tax implications of contributing digital assets Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs. Substantiating charitable contributions of digital assets Traps for the unwary.
Finding Errors in Excel Spreadsheets
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors. Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis. Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies. Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Guide Strategy, Attract Investments with Financial Forecasts
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Introduction to Financial Statement Forecasting Overview of the importance and benefits of forecasting for strategic planning and investment attraction. The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends. Analyzing Historical Data: Methods for leveraging past financial data to inform future projections. Incorporating Market Trends: How to integrate market insights into financial forecasts. Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning. Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure
How AI Is Automating Internal Control
Available Until
TBD
4.00 Credits
Member Price: $159
The major topics covered in this class include: An explanation of Artificial Intelligence (AI). Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
How Changes in Business Methods Affects Internal Control (Part 1)
Available Until
TBD
4.00 Credits
Member Price: $159
After attending this presentation, you will be able to... Recognize changes that are occurring because of AI. Recall specific control types that have changed. Identify ways AI will strengthen controls.
How Changes in Business Methods Affects Internal Control (Part 2)
Available Until
TBD
4.00 Credits
Member Price: $159
The major topics covered in this class include: How is business changing. What is driving the change and how long will it last. How specifically is an organizations control system important. What steps are needed to "keep up" with the upheaval.
Income Tax Analysis: Exploring In-Depth Concepts
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Introduction to GAAP and IRC Frameworks Key Differences Between Financial Reporting and Tax Reporting Understanding Timing Differences Recognition of Revenue and Expenses Under GAAP vs. IRC Discussion of Deferred Tax Assets Impact of Deferred Tax Liabilities Permanent vs. Temporary Differences Reconciliation of Book Income to Taxable Income
Learning to Teach "Tax" as a Second Language
Available Until
TBD
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: Accounting as a foreign language Commonly misunderstood concepts Communicating tax matters Client-practitioner interactions Interacting with tax authorities
Unlocking Deep Secrets: Case Studies in Financial Analysis
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Overview of financial statement analysis The impact of GAAP on financial analysis Overview of the Balance Sheet Overview of the Income Statement The importance of the Statement of Cash Flows Common Size Analysis Trend Analysis Profitability Ratio Analysis Liquidity Ratio Analysis Solvency Ratio Analysis
Surgent's 2024 Tax Update
Available Until
TBD
3.00 Credits
Member Price: $59
Timely coverage of breaking tax legislation Form 1099-K reporting requirements FinCEN reporting requirements under the Corporate Transparency Act in 2024 Employee Retention Tax Credit updates Review of pertinent cases and rulings affecting taxpayers Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Surgent's 2024 Tax Update for Client Advisory Services
Available Until
TBD
4.00 Credits
Member Price: $129
Common tax deadlines and penalties Employee Retention Credit – new developments Beneficial ownership information reporting Bonus depreciation changes Form 1099 reporting and changes Online accounts and IP PINs Virtual currency updates Green energy credit compliance
Surgent's A Complete Guide to the Yellow Book
Available Until
TBD
8.00 Credits
Member Price: $199
When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)? How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more) The Yellow Book requirements related to the performance of and reporting on a financial audit The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits
Surgent's A Complete Guide to the Yellow Book
Available Until
TBD
8.00 Credits
Member Price: $159
When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)? How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more) The Yellow Book requirements related to the performance of and reporting on a financial audit The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits
Surgent's A Complete Tax Guide to Exit Planning
Available Until
TBD
2.00 Credits
Member Price: $109
Gain exclusion and tax-free reorganization planning Gain exclusion with sales of C corporation stock – Section 1202 Deferral of gain with installment reporting Gain planning with partnerships Basis planning – basis step-up at death, gifts of interests to family Restructuring the business entity – C vs. S corporation, partnerships, LLCs Real estate planning – retention vs sales, like-kind exchanges Employee stock ownership plans – special tax incentives Employee benefit planning with ownership change Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes Prospects for tax law change
Surgent's A Guide to Auditing Common Investments
Available Until
TBD
2.00 Credits
Member Price: $89
Overview of common investment types Typical audit risks and related audit procedures Alternative Investments Fair value disclosure, including applying the fair value hierarchy
Surgent's A Guide to Gig Economy Tax Issues
Available Until
TBD
2.00 Credits
Member Price: $89
Characteristics of a gig economy Who is an employee and who is an independent contractor? Form 1099-NEC and reporting of non-employee compensation Reporting on Form 1099-K Gig workers and the requirement to pay self-employment tax throughout the year State tax implications of remote work for the business owner and workers How remote work creates state tax nexus Tax implications of employee telecommuting for the employer The “convenience of the employer” rule Drivers of both people and of meals or other products Section 199A deduction Implications of the Vizcaino case
Surgent's A Guide to Nonqualified Deferred Compensation
Available Until
TBD
2.00 Credits
Member Price: $89
The basics of nonqualified deferred compensation (NQDC) NQDC compliance Taxation of NQDC plans Types of NQDC plans Financing/funding NQDC plans Planning strategies
Surgent's A Practical Guide to Auditing Cash and Cash Equivalents
Available Until
TBD
2.00 Credits
Member Price: $89
Explain typical audit risks and special considerations related to cash and cash equivalents Identify the risk of fraud related to cash and cash equivalents Describe designing a detailed audit plan, linking assessed risk to planned procedures Techniques used to perform the audit procedures associated with auditing cash and cash equivalents Obtaining evidence related to cash and cash equivalents Case study and test yourself questions related to auditing cash and cash equivalents
Surgent's AICPA Update
Available Until
TBD
2.00 Credits
Member Price: $49
New SAS Nos. 142–145 AICPA Code of Professional Conduct Updates
Surgent's ASC 606 Insights: Contract Identification and Performance Obligations
Available Until
TBD
2.00 Credits
Member Price: $49
Types of performance obligations Bundled offerings Customizations Modifications to product specifications Requests for additional services Enforceability and payment terms