CPE Catalog & Events
The Complete Guide to Preparing Forms 706 and 709
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Webinar
8.00 Credits
Member Price: $280
How to prepare a federal estate tax return (Form 706), How to prepare a federal gift tax return (Form 709), How to comply with "Portability", Issues involved in the preparation of the decedent's final federal income tax return (Form 1040), Various postmortem estate planning issues involved in the preparation of the abovementioned tax returns, Complete understanding of estate and gift taxation
Reviewing Partnership Tax Returns: What Are You Missing?
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Webinar
4.00 Credits
Member Price: $174
Form 1065, Schedules K and K-1, Schedules M-1 and M-2, Form 4562, Form 4797.
Federal Tax Update for Individual with Greg and George WEBCAST
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Webinar
4.00 Credits
Member Price: $185
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update for Business with Greg and George WEBCAST
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Webinar
4.00 Credits
Member Price: $185
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Surgent's Top 10 Tax Topics This Year
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Webinar
8.00 Credits
Member Price: $280
Tax guide to exit planning, Partnership considerations: section 754 elections and section 743, C to S corporation conversions, Recurring basis issues. At-risk basis rules and Form 6198, New developments relating to IRS audits, Status of audits for high-income and high-net-worth individuals, The 2023 Dirty Dozen, Residency and domicile, Crowfunding: basic economics and related tax consequences, Choosing the right business entity
Federal Tax Update - Individuals (Form 1040) with Pat Garverick WEBCAST
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Webinar
8.00 Credits
Member Price: $325
This session is a comprehensive review of the Federal individual income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Pat Garverick's Quick Reference Chart. Topics include but are not limited to: Discuss the most recent individual income tax legislation passed to date, Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, Schedule 461(l) business loss limitations, and depreciation. Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax), Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit), Walk through the NEW final required minimum distribution (RMD) regulations, Look at any changes to the Form 1040 and other related schedules and forms.
Federal Tax Update - C and S Corporations, Partnerships and LLCs (Forms 1120, 1120S and 1065) with Pat Garverick WEBCAST
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Webinar
8.00 Credits
Member Price: $325
This session is a comprehensive review of the Federal business income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive business income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, as well as Pat Garverick's Quick Reference Chart. Topics include but are not limited to: Discuss the most recent business income tax legislation passed to date, Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, 461(l) business loss limitations, Schedule163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses, Brush up on issues related to compensation, distributions, liquidations, selfemployment taxes and retirement plans, Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms.
The Complete Guide to the Preparation of Form 1041
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Webinar
8.00 Credits
Member Price: $280
How to prepare a Form 1041, Specific issues regarding a decedent's estate, Specific issues regarding a trust,Understanding the basics of Subchapter J of the Internal Revenue Code, How to comply with the tax compliance issue, Case studies regarding reading an estate document, Understanding of distributable net income (DNI), Understanding of income in respect of a decedent (IRD), Line-by-line instruction
Federal Tax Update for Individual with Greg and George WEBCAST
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Webinar
4.00 Credits
Member Price: $185
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update for Business with Greg and George WEBCAST
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Webinar
4.00 Credits
Member Price: $185
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
State of the Art Tax Strategies for Purchases and Sales of Property Part 1
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Webinar
2.00 Credits
Member Price: $105
General overview of sale and purchase of assets. Partial dispositions. Distinguishing between repairs and capitalizable improvements for real property. Allocating the purchase price in purchases of real estate and stock. Maximizing the de minimis rule in remodels. Increasing Federal tax deductions on the purchase of property. Decreasing Federal tax on the sale of property.
State of the Art Tax Strategies for Purchases and Sales of Property Part 2
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Webinar
2.00 Credits
Member Price: $105
Like-kind exchanges. Qualified opportunity funds. Reducing recapture income on sale of property. Being a "two-move chess player" - setting the stage for a later sale of property.
Federal Tax Update with Greg and George
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Webinar
8.00 Credits
Member Price: $335
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update with Greg and George WEBCAST
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Webinar
8.00 Credits
Member Price: $335
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Webinar
2.00 Credits
Member Price: $105
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