CPE Catalog & Events
Build Your Personal Net Worth
Friday, November 10
8:00am - 10:00am
Webinar
2.00 Credits
Member Price: $79
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
Surgent's Strategies for Maximizing Social Security Benefits
Friday, November 10
8:00am - 10:00am
Webinar
2.00 Credits
Member Price: $99
When is a person eligible to take Social Security benefits? Factors to consider when selecting an option for taking Social Security benefits Is there a best age to start taking Social Security benefits? How to maximize Social Security benefit payments for surviving spouses How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? How minor children can collect Social Security benefits based on the work record of an older parent
CFO Series: Inventory Accounting: GAAP, Software, Variances
Friday, November 10
9:00am - 11:00am
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:GAAP accounting for inventoryThe differences between GAAP versus cost accountingBreaking down all the costs in: Bill of Materials, labor, and overheadRecognizing variances
Audit 107: Auditing Cash - Applying Basic Audit Skills
Friday, November 10
9:30am - 11:30am
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Typical audit risks and special considerations related to cash and cash equivalentsDesigning a detailed audit plan, linking assessed risk to planned proceduresPerforming typical audit procedures associated with auditing cash and cash equivalentsCase study related to auditing cash and cash equivalents, including identifying and evaluating a misappropriation of cashIdentifying how to obtain evidence through inquiry of the client
The Civil Advantage: Ethics and Civility in Disquieting Times
Friday, November 10
10:00am - 11:40am
Webinar
2.00 Credits
Member Price: $79
civility ethics
Asset Misappropriation - Let Me Count the Ways
Friday, November 10
10:00am - 11:49am
Webinar
2.00 Credits
Member Price: $79
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
CFO Career Upgrade with LinkedIn
Friday, November 10
10:00am - 12:00pm
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Essential elements of a compelling LinkedIn profile for a CFOHow to build a strategic career networkFive ways that CFOs can leverage LinkedIn as leaders of an organizationHow to get referred to new job opportunitiesEssential LinkedIn do's and don'ts for CFOs
Surgent's Successfully Completing a Gift Tax Return -- Form 709
Friday, November 10
10:00am - 12:00pm
Webinar
2.00 Credits
Member Price: $99
Coming soon!
Cost of Capital: What it is and How to Use it
Friday, November 10
11:00am - 1:00pm
Webinar
2.00 Credits
Member Price: $129
Find your organization’s cost of debt Calculate the cost of equity Understanding your Weighted Average Cost of Capital (WACC) Interpret your cost of capital Properly use the cost of capital to make decisions Avoid common cost of capital mistakes
Forgotten Managerial Accounting Tools for CPAs
Friday, November 10
11:30am - 1:30pm
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis
OneNote - Mastering Organization of Your Notes & Correspondence
Friday, November 10
11:30am - 1:30pm
Webinar
2.00 Credits
Member Price: $89
The following topics will be covered in this course:Navigating the OneNote interfaceBest practices for notebook organizationLearn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooksUsing OneNote with OneDrive to share and collaborate with internal and external usersCreating and using templates to streamline your notebook managementIntegrating OneNote with your task managerUsing the power of tags to manage and search your contentUsing OneNote on your tablet and smartphone
Surgent's Buying and Selling a Business: Tax and Structuring Overview
Friday, November 10
11:30am - 3:00pm
Webinar
4.00 Credits
Member Price: $159
An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Planning to avoid double taxation under the repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities Unique issues in buying and selling LLC/partnership interests Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill
Audit 108: Auditing PP&E and Leases - Common Risks
Friday, November 10
12:00pm - 2:00pm
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Typical audit risks and responses for tangible long-lived assetsSpecial issues related to initial recognition and capitalization, including capitalized interestKey controls related to PP&ELease accounting requirements and practical application of Topic 842
The Invisible Power of Untouchables: The Intangible Economy
Friday, November 10
12:00pm - 2:00pm
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Definition of intangible assets and their importance in the economyChallenges of measuring the value of intangible assetsAdopting a future-oriented perspective for valuing intangible assetsUtilizing value drivers and metrics to measure intangible assetsValuation methodologies for intangible assetsDeveloping intangible asset policies and proceduresLeveraging intangible assets to drive business growth and value creation
Auditing For Fraud
Friday, November 10
12:00pm - 2:15pm
Webinar
2.00 Credits
Member Price: $79
TBD
Section 174: New Rules for Research & Experimentation
Friday, November 10
12:30pm - 1:30pm
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this class include:Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.Financial accounting for R&E costs.Required change of accounting method and Form 3115.Revised treatment of software development costs.Comprehensive case problems explaining implementation of the law changes.
Better Forecasts: Be a Better Predictor
Friday, November 10
1:00pm - 3:00pm
Webinar
2.00 Credits
Member Price: $79
Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
Friday, November 10
1:00pm - 3:00pm
Webinar
2.00 Credits
Member Price: $99
How and why a partnership makes a 754 election The effect of the 754 election when an interest in a partnership is sold or inherited How the 754 election applies when a partnership makes a distribution of property to one or more of its partners How to make the 754 basis adjustment
Accounting's Perfect Storm Update
Friday, November 10
1:00pm - 4:28pm
Webinar
3.60 Credits
Member Price: $109
The current status of Accounting's Perfect Storm Business issues involving these changes 10 thoughts for the road
Inventory, Expense and Payroll Fraud
Friday, November 10
2:00pm - 3:49pm
Webinar
2.00 Credits
Member Price: $79
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees