CPE Catalog & Events

Surgent's What in the GASB Were They Thinking! Governments and Leases On-Demand Webcast

Evaluating whether a contract meets the definition of a lease Properly calculating the lease term Determinations to be made with regard to short-term leases

Surgent's Why Do They Do It? The Psychology of Fraud On-Demand Webcast

The fraud triangle The truth default theory The concept of cognitive dissonance Confirmation bias Availability

Surgent's Why People Quit: A Look at Accounting and Other Professionals On-Demand Webcast

Why employee retention matters Management’s thoughts on turnover Techniques employers use to retain and grow their employees Aspects of employment that matter most to employees Factors that contribute to employee turnover in accounting and finance professions

Surgent's Winning the Fraud Battle in the 21st Century: Prevention and Detection Download

Fraud’s cost – ACFE’s Report to the Nations; Ancillary costs Current economy – Microeconomics; Analyses COSO’s Internal Control Framework – Principle #1 – Integrity/Ethics; Principle #8 – Fraud Risk Assessment; Errors & Irregularities – Does the auditor determine if fraud occurs? Power of morale – Shrink the fraud triangle; Motivation Deviant workplace behavior Historic schemes Why good folks go bad – What studies indicate; Five interesting findings; Red flags Combating fraud with controls Fraud prevention checklists The Dark Web

Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues On-Demand Webcast

Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements  Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance

Surgent's Working Remotely: Best Practices, Challenges, and Opportunities On-Demand Webcast

Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home

The Best Federal Tax Update Course by Surgent Download

A new supplement discussing major provisions of The Build Back Better Act, as well as key provisions of the Infrastructure Investment and Jobs Act  Equity awards and compensation ARPA and Consolidated Appropriations Act of 2021 provisions related to expanded child and family tax credits, RRF grants, FFCRA credits, and year-end tax extenders SBA PPP Forgiveness and EIDL loans The CARES Act changes to §163(j), §461(I), and NOL rules Economic Impact Payments and the Recovery Rebate Credit Donor Advised Funds Is the "Employee vs Independent Contractor" conundrum about to explode? A comprehensive overview of Cryptocurrency, including important tax considerations Detailed review of Loss Limitation Rules Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas The latest issues related to any other late-breaking tax law changes

The Best Federal Tax Update Course by Surgent On-Demand Webcast

A new supplement discussing major provisions of The Build Back Better Act, as well as key provisions of the Infrastructure Investment and Jobs Act  Equity awards and compensation ARPA and Consolidated Appropriations Act of 2021 provisions related to expanded child and family tax credits, RRF grants, FFCRA credits, and year-end tax extenders SBA PPP Forgiveness and EIDL loans The CARES Act changes to §163(j), §461(I), and NOL rules Economic Impact Payments and the Recovery Rebate Credit Donor Advised Funds Is the "Employee vs Independent Contractor" conundrum about to explode? A comprehensive overview of Cryptocurrency, including important tax considerations Detailed review of Loss Limitation Rules Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas The latest issues related to any other late-breaking tax law changes

The Best Individual Income Tax Update Course by Surgent Download

A new supplement discussing major provisions of The Build Back Better Act, as well as key provisions of the Infrastructure Investment and Jobs Act  The CARES Act and FFCRA, including expanded leave programs and offsetting employer credits ARPA and Consolidated Appropriations Act of 2021 provisions related to PPP Forgiveness loans, RRF grants, FFCRA credits, and year-end tax extenders Expanded child tax credit, child and dependent care credit, and earned income tax credit provisions under ARPA Economic Impact Payments and the Recovery Rebate Credit Donor Advised Funds Detailed review of Loss Limitation Rules Employee vs. Independent Contractor classification considerations A comprehensive overview of Cryptocurrency, including important tax considerations Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more The latest issues related to any other late-breaking tax law changes

The Best Individual Income Tax Update Course by Surgent On-Demand Webcast

A new supplement discussing major provisions of The Build Back Better Act, as well as key provisions of the Infrastructure Investment and Jobs Act  The CARES Act and FFCRA, including expanded leave programs and offsetting employer credits ARPA and Consolidated Appropriations Act of 2021 provisions related to PPP Forgiveness loans, RRF grants, FFCRA credits, and year-end tax extenders Expanded child tax credit, child and dependent care credit, and earned income tax credit provisions under ARPA Economic Impact Payments and the Recovery Rebate Credit Donor Advised Funds Detailed review of Loss Limitation Rules Employee vs. Independent Contractor classification considerations A comprehensive overview of Cryptocurrency, including important tax considerations Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more The latest issues related to any other late-breaking tax law changes

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent On-Demand Webcast

A new supplement discussing major provisions of The Build Back Better Act, as well as key provisions of the Infrastructure Investment and Jobs Act  Key provisions of Senate Finance Committee Chairman Rob Wyden's Pass-Through Reform Discussion Draft The CARES Act, FFCRA, CAA 2021 and ARPA COVID-19-related provisions, including employer credits, SBA loans, RRF grants, and expanded leave programs Updated guidance on partnership tax basis capital account reporting requirements  Continued, updated guidance on the impact of the TCJA on S corporations and partnership entities New proposed regulations regarding the centralized audit regime Selected Practice and Reporting Issues: What’s new? A review of recent cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Choice of entity issues, with a preview of the potential impacts of the Biden administration's proposed Made in America tax plan An overview of the state tax issues related to remote work during the COVID-19 pandemic Employee vs independent contractor considerations that companies should be aware of Detailed review of §465 at-risk and §469 passive activity loss limitation rules Impact of the CARES Act on §§163(j) and 461(l) Impact of the net investment income tax on the owners of pass-through entities Any late-breaking tax legislation Review of the most important business tax cases, revenue rulings, PLRs, etc.

Surgent's Unlimited Plus Webinar Package

Surgent's Unlimited Self- Study Package

Surgent's Unlimited Webinar Package