CPE Catalog & Events
Surgent's Weekly Expert Hour (Original Air Date: 9/30/21) On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Coronavirus-related distributions Qualified disaster-related distributions from qualified plans TIGTA Report 2021 Retirement planning
Surgent's What Tax Practitioners Need to Know About Medicare On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Current and late breaking legislative and regulatory developments
Surgent's What You Need to Know About ASC 842, Leases On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Detailed review of accounting by lessees Transition guidance Recently issued updates to the lease accounting guidance
Surgent's What in the FASB Were They Thinking! Not-for-Profits and Leases On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Evaluating whether a contract meets the definition of a lease Properly calculating the lease term Determinations and decisions to be made with regard to short-term leases Distinguishing operating leases from finance leases
Surgent's What in the GASB Were They Thinking! Governments and Leases On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
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
Available Until
TBD
2.00 Credits
Member Price: $89
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
Available Until
TBD
1.00 Credits
Member Price: $49
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 Digital Age: Prevention and Detection Download
Available Until
TBD
8.00 Credits
Member Price: $159
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
Available Until
TBD
2.00 Credits
Member Price: $49
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
Available Until
TBD
2.00 Credits
Member Price: $89
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
Available Until
TBD
16.00 Credits
Member Price: $279
Coverage of the SECURE 2.0 Act of 2022 Comprehensive coverage of the Inflation Reduction Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements and transitional filing relief Improperly forgiven PPP loans Student loan forgiveness considerations SBA Disaster Loans (Hurricane Ian) Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Donor Advised Funds Residency and Domicile Selling a principal residence, including tax planning strategies The SECURE Act 2022 Proposed Regulations 2022 Changes to §163(j) and §174 Research and Experimental Expenditures The Independent Contractor vs. Employee Conundrum continues - New DOL proposed rulemaking A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS sccrutiny State of the IRS -- plans to reduce the backlog of returns due to COVID-19 Temporarily increased business meals deduction Section 162(m) Executive Compensation 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 Best Federal Tax Update Course by Surgent On-Demand Webcast
Available Until
TBD
8.00 Credits
Member Price: $199
Coverage of the SECURE 2.0 Act of 2022 Comprehensive coverage of the Inflation Reduction Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements and transitional filing relief Improperly forgiven PPP loans Student loan forgiveness considerations SBA Disaster Loans (Hurricane Ian) Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Donor Advised Funds Residency and Domicile Selling a principal residence, including tax planning strategies The SECURE Act 2022 Proposed Regulations 2022 Changes to §163(j) and §174 Research and Experimental Expenditures The Independent Contractor vs. Employee Conundrum continues - New DOL proposed rulemaking A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS sccrutiny State of the IRS -- plans to reduce the backlog of returns due to COVID-19 Temporarily increased business meals deduction Section 162(m) Executive Compensation 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 Best Individual Income Tax Update Course by Surgent Download
Available Until
TBD
12.00 Credits
Member Price: $219
Coverage of The SECURE 2.0 Act of 2022 Comprehensive coverage of the Inflation Reduction Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements and transitional filing relief Student loan forgiveness considerations SBA Disaster Loans (Hurricane Ian) Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Donor Advised Funds Residency and Domicile Selling a principal residence, including tax planning strategies A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS scrutiny The SECURE Act 2022 Proposed Regulations Real Estate professional requirements The Independent Contractor vs. Employee Conundrum continues - New DOL proposed rulemaking State of the IRS - plans to reduce the backlog of returns due to COVID-19 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 Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
The Best Individual Income Tax Update Course by Surgent On-Demand Webcast
Available Until
TBD
8.00 Credits
Member Price: $199
Coverage of The SECURE 2.0 Act of 2022 Comprehensive coverage of the Inflation Reduction Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements and transitional filing relief Student loan forgiveness considerations SBA Disaster Loans (Hurricane Ian) Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Donor Advised Funds Residency and Domicile Selling a principal residence, including tax planning strategies A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS scrutiny The SECURE Act 2022 Proposed Regulations Real Estate professional requirements The Independent Contractor vs. Employee Conundrum continues - New DOL proposed rulemaking State of the IRS - plans to reduce the backlog of returns due to COVID-19 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 Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent Download
Available Until
TBD
12.00 Credits
Member Price: $219
Coverage of The SECURE 2.0 Act of 2022 Comprehensive coverage of the Inflation Reduction Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements SBA Disaster Loans (Hurricane Ian) Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Overview of the economics and tax consequences of crowdfunding campaigns 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 Partnership Agreements - qualified income offset and unlimited deficit restoration clauses Employee vs independent contractor considerations that companies should be aware of, including the new DOL proposed rulemaking A review of like-kind exchange transactions under §1031 IRC §163(j) considerations in 2022 State and local taxes: pass-through entity workarounds Carried interest Accounting method reform Special basis adjustments, including comprehensive examples Impact of the net investment income tax on the owners of pass-through entities Review of the most important business tax cases, revenue rulings, PLRs, etc.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent On-Demand Webcast
Available Until
TBD
8.00 Credits
Member Price: $199
Coverage of The SECURE 2.0 Act of 2022 Comprehensive coverage of the Inflation Reduction Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements SBA Disaster Loans (Hurricane Ian) Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Overview of the economics and tax consequences of crowdfunding campaigns 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 Partnership Agreements - qualified income offset and unlimited deficit restoration clauses Employee vs independent contractor considerations that companies should be aware of, including the new DOL proposed rulemaking A review of like-kind exchange transactions under §1031 IRC §163(j) considerations in 2022 State and local taxes: pass-through entity workarounds Carried interest Accounting method reform Special basis adjustments, including comprehensive examples Impact of the net investment income tax on the owners of pass-through entities Review of the most important business tax cases, revenue rulings, PLRs, etc.