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CPE Catalog & Events

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Federal Tax Update: Comprehensive Individual Tax-Form 1040

Monday, November 28 9:00am - 4:30pm

Webinar

8.00 Credits

Review of recent federal legislation and administrative rulings. Review of recent modifications to tax forms. Review of small business tax law and administrative update changes. Review of retirement plan changes. Overall review of tax practice and procedures.

GAAP Update

Monday, November 28 9:00am - 4:30pm

Webinar

8.00 Credits

Business combinations and consolidations Intangibles Reporting comprehensive income Derivatives and hedging Fair value Lease accounting Accounting for financial instruments

Timing Rules for Income Tax Compliance and Planning

Monday, November 28 9:00am - 4:30pm

Webinar

8.00 Credits

What is a method of accounting, and why is the answer important? How to select and adopt a method of accounting. When can income be reported for both cash and accrual method businesses? When are expenses to be reported for cash and accrual method businesses? How and when to account for inventory. How and when to change a method of accounting. Avoiding accounting method problems. Tax planning ideas. How to avoid problems. California-Federal timing differences Identifying planning opportunities. Relevance of timing rules to the income tax provision for financial reporting.

Federal Tax Update - Individuals

Monday, November 28 9:00am - 5:00pm

Webinar

8.00 Credits

Individual Updates  FBAR Trade or Business Sec. 1244 Stock Litigation Payments Penalty Cases Cash Method Fringe Benefits Tax Home Cases Conservation Easements Medical Expenses IRS Procedure Mailbox Rule Innocent Spouse and Divorce Cases IRA Rollovers Form 1099-K Cryptocurrency Reporting Claiming Dependents Tax Lien and OIC Cases Constitutional Claims Statute of Limitations IRS Automation Other issues Tax Legislation ??????? Biden 2023 Greenbook Build Back Better Bill – Update Bonus Topics 2022 Inflation Adjustments Spotlight: Pro Se Corner & What Where They Thinking?

Staff Tax Training: Partnerships and LLCs (Form 1065)

Monday, November 28 9:00am - Tuesday, November 29 4:30pm

Webinar

16.00 Credits

Extensive review of the partnership tax laws with an emphasis on any new legislative changes and Form 1065 (and related schedules) preparation issues Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the 704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 - preparation issues including separately and non-separately stated income and expense items Understand the substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse and non-recourse debt to the schedule K-1s Deductibility of fringe benefits including health insurance premiums Guaranteed payments & self-employment tax issues and pitfalls Overview of calculating a partner/members outside basis and discuss how partnership losses and deductions can be limited to basis and the at-risk rules 754 election for optional basis adjustments triggering 743 (transfer of interests) and 734 (distributions) Partnership liquidation and distribution tax ramifications at both the partnership and partner level

S Corporations: Hot Issues Of 2022 WEBCAST

Monday, November 28 9:00am - Tuesday, November 29 5:00pm

Webinar

16.00 Credits

S Corporations: Introduction and IRS Hotspots, Eligibility for S Corporation Status, Income Measurement and Reporting, Distributions from S Corporations to Shareholders, Compensation and Fringe Benefits, Shareholder Stock and Debt Basis, Accounting Methods and Interest Deduction Limits, Business Interest Limitation, Integration of Multiple Loss Limits, Bankruptcy and Financial Distress, Net Investment Income, Built-In Gains Tax, Passive Investment Income, Changes in Tax Status of Business Entity, Purchase and Sale of an S Corporation, Estate and Succession Planning, Qualified Subchapter S Subsidiaries and Other Multiple Entity Relationships.

I Spy with My Little Eye ... an Illegality

Monday, November 28 10:00am - 11:00am

Webinar

1.00 Credits

Are Accountants the Conscience of Business?Today's Ethical Duty of ConfidentialityIESBA NOCLAR PronouncementWhere We Go from Here (No Clarity?)Case Discussion and AnalysisConclusion

Take Your PowerPoint From Mess to Success

Monday, November 28 10:00am - 11:02am

Webinar

1.00 Credits

Image-based slides One idea per slide Effectiveness of bullets Effectiveness of slide titles Slides vs. handouts

Driving Performance with Metrics

Monday, November 28 10:00am - 11:48am

Webinar

2.00 Credits

Using metrics in a balanced scorecard framework Learn to measure output of your business activities Creating metrics for profit and cost centers Benchmarking your metrics Using metrics for planning and control Tips for success

The How's and Why's of Creating User Defined Functions in Excel

Monday, November 28 10:00am - 11:48am

Webinar

2.00 Credits

Examining UDFs relative to macros Identifying the steps necessary to creating UDFs in Excel Understanding where you should save UDFs Key syntax when creating UDFs Incorporating UDFs into your workbooks

K2'S The Power Of Array Formulas In Excel

Monday, November 28 10:00am - 11:50am

Webinar

2.00 Credits

Understanding arrays of data and how they are useful Distinguishing between “legacy” array formulas and array formulas in “dynamic array-aware” versions of Excel Using Excel’s new array functions, including SORT, FILTER, SEQUENCE, and UNIQUE Applied examples of array formulas

Fundamentals of Microsoft Excel

Monday, November 28 10:00am - 12:00pm

Webinar

2.00 Credits

Understanding the structure of an Excel workbook Entering and manipulating data in Excel Creating and editing formulas Best practices for developing quality Excel workbooks Creating charts, graphs, and other forms of data output

Microsoft Excel: Moving Beyond the Basics

Monday, November 28 10:00am - 12:00pm

Webinar

2.00 Credits

Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis

Not-for-Profit GAAP Update

Monday, November 28 10:00am - 12:00pm

Webinar

2.00 Credits

COVID-19 Gifts in Kind

K2'S Building A Cutting-Edge Virtual Office

Monday, November 28 10:00am - 2:00pm

Webinar

4.50 Credits

Computer Software The Internet and mobile technologies Innovative technologies 

K2'S Everything Google! Their Most Effective Tools, Apps & Services

Monday, November 28 10:00am - 2:00pm

Webinar

4.00 Credits

Computer Software Google

Key Tax Issues Facing Business and Industry

Monday, November 28 10:00am - 2:00pm

Webinar

4.00 Credits

Recent federal tax legislative, judicial and IRS developments Section 199A review and update New corporate tax rate Capitalizing, expensing and depreciating assets New travel, meals and entertainment reporting rules Accounting methods Independent contractor vs. employee

2022 Year-End Planning: Responding to Midterm Elections and the Inflation Reduction Act

Monday, November 28 11:00am - 1:00pm

Webinar

2.00 Credits

financial planning strategies relevant to the current environment to ensure that you provide clients with best advice for their year-end planning

Ethics - Regulatory and Standards Update

Monday, November 28 11:00am - 1:00pm

Webinar

2.00 Credits

The major topics that will be covered in this class include:Recent ethics standards changes that impact your practice.Key regulatory changes and initiatives affecting CPAs and the future of the profession.Emerging issues and standard-setting activity that could affect your practice.Practical applications of the standards and common practice issues and challenges. Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties.How failure to follow the standards can result in unwanted regulatory actions and publicity.

Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes

Monday, November 28 11:00am - 1:00pm

Webinar

2.00 Credits

Major 2022 tax form changes as they relate to individual taxpayers Key new tax developments as they relate to 2022 and how they impact the 2022 tax forms