CPE Catalog & Events
Surgent's What Tax Practitioners Need to Know About Medicare
Thursday, November 9
8:00am - 10:00am
Webinar
2.00 Credits
Member Price: $99
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
Becoming Conflict Competent
Thursday, November 9
8:30am - 10:30am
Webinar
2.00 Credits
Member Price: $89
Major topics covered in this course include:Levels of conflictStrategies to de-escalate conflictDistinction between miscommunication and conflictResponses to conflictTactics to address, rather than avoid, conflict
Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions 2023
Thursday, November 9
9:00am - 10:50am
Webinar
2.00 Credits
Member Price: $89
• Review of New Rules under IRC Sec. 67(g) • Review Surprises to Simple Trusts under IRC Sec. 67(g) • Presentation Issues with IRC Sec. 199A Deduction and the Tier System • Special Rules Relating to the Charitable Contribution Deduction • Problem Examples
Start-up and Small Business Financial Statements: Issues and Fraud 2023
Thursday, November 9
9:00am - 12:30pm
Webinar
4.00 Credits
Member Price: $159
• Fraudulent financial reporting • Business issues and risks • Going concern uncertainties • Related party transactions • Misstatements • Noncompliance with laws • Preparations, compilation and reviews • Client acceptance and continuation
Tax Issues for Real Estate and Homebuilding 2023
Thursday, November 9
9:00am - 12:30pm
Webinar
4.00 Credits
Member Price: $159
• Walkthrough of costing methods and compliance issues under IRC 263A • Analysis of IRC 461 related to economic performance • Illustrative examples and analysis • Sample computations for homebuilder unit costing • Recent IRC 263A challenges by the IRS • Update of related cases and issues - including recent tax reform
Leases: ASC Topic 842 in Depth 2023
Thursday, November 9
9:00am - 4:30pm
Webinar
8.00 Credits
Member Price: $299
• FASB ASC 842, Leases • All recently released updates to ASC 842, Leases
Understanding and Creating an Internal Control System 2023
Thursday, November 9
9:00am - 4:30pm
Webinar
8.00 Credits
Member Price: $299
• Underlying concepts of internal control • Defining where and why controls, policies and procedures are needed • Legacy control measures that are still important for businesses today • Creating control measures that address the use and protection of technology
Audit 106: Internal Control Fundamentals - Evaluating Design
Thursday, November 9
9:30am - 11:30am
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Responsibilities for gaining an understanding of the entity and its environmentThe inter-relationship of the five foundational components of the COSO Internal Control - Integrated FrameworkVarious methods for documenting and evaluating the design and implementation of internal control over financial reportingIdentifying critical elements of entity-level and transactional-level controlsCase studies related to identifying deficiencies in internal control documentation
Surgent's The Complete Guide to Payroll Taxes and 1099 Issues
Thursday, November 9
9:30am - 5:30pm
Webinar
8.00 Credits
Member Price: $279
Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding Statutory employees, independent contractors, and possible changes to §530 relief Penalties -- Who is a responsible person? Expenses and gross-up calculations Pension issues and payroll taxes including SIMPLE plans, and §401(k) and pension distributions The Electronic Federal Tax Payment System (EFTPS) Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940 Understanding payroll tax responsibilities in the gig economy
The New Psychology of Fraud with Dr. Toby Groves
Thursday, November 9
10:00am - 12:00pm
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How we unwittingly assist in the production of misleading information The neuroscience of psychopathyBehavioral profilingThe new psychology of skepticismCognitive errors including attribution and overgeneralizationHow experience, intuition and assumptions can cause cognitive errors
K2's Introduction to Excel Macros
Thursday, November 9
10:00am - 2:00pm
Webinar
4.00 Credits
Member Price: $159
• Getting started with Excel macros by using the Macro Recorder • Fundamentals of writing VBA code • Saving and sharing macros • Getting started with User-Defined Functions
Form 1041 Advanced Series Part 4: Post Mortem Administration Considerations 2023
Thursday, November 9
11:00am - 12:50pm
Webinar
2.00 Credits
Member Price: $89
• A Review of the Expansive Nature of Trust Administration • The Use of Post-Mortem Elections • The Use of an Administrative Trust & its Advantages • Choosing a Fiscal Year for the Administrative Trust • The Successor Trustee of an Administrative Trust and whether the Trust is Simple or Complex? • Making the Sec. 645 Election, its Duration , Advantages and Disadvantages
ChatGPT for Accountants: 50+ Use Cases
Thursday, November 9
11:00am - 1:00pm
Webinar
2.00 Credits
Member Price: $89
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
Surgent's Proven Controls to Steer You Clear of Fraud
Thursday, November 9
11:00am - 2:30pm
Webinar
4.00 Credits
Member Price: $159
Fraud's cost -- ACFE's Report to the Nations; Ancillary costs Why good folks go bad -- What studies indicate; Five interesting findings; Red flags Combating fraud with controls Fraud checklists
QuickBooks DESKTOP- Monthly Closeouts and Year-End Cleanups
Thursday, November 9
11:30am - 1:30pm
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Examine the process of closing out the accounting financials every month in your QuickBooks Desktop version and why this practice can make life so much easier at the end of the year. Learn the beginning steps to evaluate, close out, and clean up QuickBooks files monthly and at year-end for accurate reporting and tax return preparation. Identify why substantiating the numbers in QuickBooks on both the Profit & Loss Statement, as well as the Balance Sheet, can ensure an accurate tax return that will stand up against an IRS audit.
Surgent's Weekly Expert Hour
Thursday, November 9
12:00pm - 1:00pm
Webinar
1.00 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
Understanding and Preventing Budget Calamities
Thursday, November 9
12:00pm - 1:49pm
Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Revenue: The Five Steps - ASC Topic 606-10 2023
Thursday, November 9
12:00pm - 2:00pm
Webinar
2.00 Credits
Member Price: $89
• FASB ASC Topic 606, Revenue from Contracts with Customers • All recently released updates to ASC Topic 606, Revenue from Contracts with Customers
Tax Implications of Cryptocurrency
Thursday, November 9
12:00pm - 2:00pm
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Blockchain basicsClassification of cryptocurrencyIRS Notice 2014-12Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency.Gift tax rules for donating, gifting or bequeathing cryptocurrency.Traps for the unwary.
Performance Management in Challenging Times
Thursday, November 9
12:30pm - 2:30pm
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Building trustProviding valuable feedbackTechniques for active listening