CPE Catalog & Events
Surgent's Building Your Personal Brand - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $69
The relevance of brand vs. reputation Key components of a personal brand Breaking down the who, what, where, when, why, and how of creating a personal brand
Surgent's Business Combinations - U.S. GAAP vs. IFRS - Download
Available Until
TBD
1.00 Credits
Member Price: $29
Determining the acquisition date Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree Acquisition of contingencies Noncontrolling interests Recognizing and measuring goodwill or gain from a bargain purchase Measurement period adjustments
Surgent's Business Development for Accounting and Other Professionals - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Marketing plans and how they provide direction and strategy for business growth Fundamentals of an effective website The growing importance of social media Strategies for obtaining and cultivating referral sources The benefits and challenges of networking organizations Creating a niche in saturated industries Using online publishing to meet your growth objectives
Surgent's Business Development: Referral Rally - Download
Available Until
TBD
1.00 Credits
Member Price: $49
Networking organizations Obtaining referral sources
Surgent's Business Development: Time Management - Download
Available Until
TBD
1.00 Credits
Member Price: $49
Managing interruptions The role of to-do lists Creating an effective time management plan Staying on track of your time management plan Blocking out time
Surgent's Buying and Selling a Business: Critical Tax and Structuring Issues - Download
Available Until
TBD
8.00 Credits
Member Price: $159
An overview of the business evaluation process Negotiation points and goals from buyer and seller standpoints An overview of confidentiality agreements, memorandums of understanding, and asset purchase agreements Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The use of “F reorganizations” in lieu of §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 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 Changes in strategy under the new tax laws Liquidation as an alternative to the sale of a business Planning to avoid double taxation Special problems and opportunities when an S corporation is the buyer or seller Special problems and opportunities when a partnership is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities
Surgent's Buying and Selling a Business: Tax and Structuring Overview - Download
Available Until
TBD
6.00 Credits
Member Price: $119
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
Surgent's Buying and Selling a Business: Tax and Structuring Overview - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $129
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
Surgent's CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting - Download
Available Until
TBD
8.00 Credits
Member Price: $159
Differences between planning and budgeting Building change into the planning process The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
Surgent's Capital Planning in Light of COVID-19 - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Formal and informal capital planning systems Capital expenditure and nimbleness Why a low average cost is not necessarily the best measurement Looking at capital expenditure in light of bank requirements Exempting certain assets from the need for analysis Exploring the best way of project and capital analysis
Surgent's Choosing the Right Business Entity - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Why businesses operate as C corporations Why businesses operate as pass-through entities Converting to a C corporation in 2022 How and why to adopt S corporation status Tax and business situations that impact entity selection
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting Review the three levels of service Discuss technology options Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche
Surgent's Coaching Skills for Managers and Supervisors - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $129
The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans
Surgent's Compilation and Review Overview - Download
Available Until
TBD
2.00 Credits
Member Price: $49
Objectives of financial statement preparation, compilation, and review engagements SSARS No. 21, Clarification and Recodification Components and characteristics of financial statement preparation, compilation, and review engagements Accepting and planning financial statement preparation, compilation, and review engagements Overview of SSARS No. 22–25
Surgent's Compilations, Review, And Attestation Engagements - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Frequently missed issues in compilation and review engagements as noted by peer reviewers Understand how to comply with AR-C 100 on International Standards and AR-C 120, Compilations of Proforma Information Introduction to attestation standards (AT) Performing attestation examination engagements Performing attestation review engagements Performing Agreed Upon Procedures
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update - Download
Available Until
TBD
8.00 Credits
Member Price: $159
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update - On-Demand Webcast
Available Until
TBD
8.00 Credits
Member Price: $199
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Surgent's Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions - Download
Available Until
TBD
8.00 Credits
Member Price: $159
Final regulations – bonus depreciation and §1031 exchanges Technical correction in Rev. Proc. 2019-13 – use it or stand to lose second-year depreciation deductions for luxury automobiles Components for real estate depreciation Depreciation alternatives Rules for §179 depreciation Sales of property and the depreciation recapture rules (§1245, §1250, unrecaptured §1250 gain for real estate, §291 for corporations) Amortization of research and experimentation costs Depreciating like-kind exchange property Applying §121 and §1031 to the same transfer of property Reacquired installment sale property – calculating potential gain and new basis Understanding §197 amortization issues and handling intangible asset costs Depreciation issues, tax-deferred exchanges, conversions of personal property into business property, and home sale exclusions Compliance and planning issues Cases and rulings of depreciation and amortization issues and how they impact clients, plus useful planning opportunities
Surgent's Construction Contractors: Accounting and Financial Reporting Issues - Download
Available Until
TBD
4.00 Credits
Member Price: $79
Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industry The unique relationship between the contractor and the surety The new lease FASB ASC and its impact on the construction industry