CPE Catalog & Events
What's New in Excel
Wednesday, November 15
7:00am - 9:00am
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library
Comprehensive Accounting and Financial Reporting Update
Wednesday, November 15
7:00am - 11:00am
Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
Wednesday, November 15
7:00am - 3:00pm
Webinar
8.00 Credits
Member Price: $279
Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation Reporting Requirements for Schedules K-2 and K-3 Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues Recognize and properly handle special pass-through items of income and expense Accurately prepare S corporation returns and reconcile book income to taxable income Accurately prepare partnership returns and reconcile book income to taxable income What the transactional method entails and how to report partners’ capital accounts under this method Properly handle the tax treatment of distributions to shareholders, partners, or members Understand the special restrictions and sanctions for tax year-end selection Review the basics of partnership and LLC formation and basis calculation Self-employment tax or NOT, for each entity Filling in K-1s correctly for S corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S corporation forms and content The most frequently used forms and schedules, including some form “oddities”
Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners
Wednesday, November 15
7:00am - 3:00pm
Webinar
8.00 Credits
Member Price: $279
What’s NEW for this year – Items all practitioners must know Form 1040 and Schedules 1 – 3 Qualified Business Income -- Coverage of §199A including the real estate safe harbor A tour of the most recent forms changes, starting from gross income and ending with selected credits, including the latest IRS guidance on significant recent tax legislation .How will clients (and practitioners) interact with IRS in the future and how the pandemic is steering the IRS to ramp up with digital communication efforts Hot developments and current areas of interest Section 461(l) and the related Net Operating Losses Overview of Virtual Currency and Digital Asset Taxation Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties
Why People Are Irrational, Biased and Emotional With Money
Wednesday, November 15
7:30am - 9:30am
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Common irrational money decisionsCognitive biases and their impact on decision-making and ethical behaviorMental accountingThe ostrich effectPresent biasSunk-cost fallacyAnchoring biasStatus quo biasThe bandwagon effectEmotional responses in money decisions
The Engagement Trifecta - Beat the Odds and Create a Winning Workplace Culture
Wednesday, November 15
8:00am - 9:02am
Webinar
1.00 Credits
Member Price: $39
The importance of finding commonalities amongst a diverse workforce How to set intentions as you start your day and its affect on your work The power of influence Workplace behaviors that set the tone in your workplace Strategies to close out your day and the impact going forward
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
Wednesday, November 15
8:00am - 9:06am
Webinar
1.00 Credits
Member Price: $39
Emotional Intelligence Communication Teamwork
Introduction to Sustainability Accounting
Wednesday, November 15
8:00am - 9:49am
Webinar
2.00 Credits
Member Price: $79
History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards Roles of Accounting and Other Associations Integrating Sustainability into Financial Reporting
The Remote Team Roadmap for Accounting Firms
Wednesday, November 15
8:00am - 10:00am
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Key drivers of virtual accounting practice success: building, engaging, and retaining a remote teamPrepare firms to build a solid framework for creating their own virtual business model and managing a remote team
Coaching Skills That Improve Performance
Wednesday, November 15
8:00am - 11:40am
Webinar
4.00 Credits
Member Price: $129
Coaching Effective Communication
Not Just Your Everyday FASB Update
Wednesday, November 15
8:00am - 11:42am
Webinar
4.00 Credits
Member Price: $129
Review of current items on the FASB agenda Discuss the new revenue recognition standard Provide an update on the new lease accounting standard Address U.S. GAAP alternatives for certain entities
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation
Wednesday, November 15
8:00am - 4:00pm
Webinar
8.00 Credits
Member Price: $279
Reporting requirements for Schedules K-2 and K-3 Capital account reporting requirements Schedule K-1 reporting for §743 adjustments Schedule K-1 reporting for §704 gains and losses Comprehensive case on partnership/partner application of the business interest deduction When to use “704(b) basis” for capital accounts versus “tax basis” Detailed rules of §704 for preventing the shifting of tax consequences among partners or members Unreasonable uses of the traditional & curative allocation methods Multiple layers of §704(c) allocations Treatment of recourse versus nonrecourse debt basis How to calculate basis limitations and its implication on each partner’s own tax return How §179 limitations affect partnership/LLC basis Regulations for handling basis step-ups under §754 elections, and mandatory adjustments under §743 and §734 for partnerships who have NOT made the §754 election Subsequent contributions of property with §754 adjusted basis to another partnership or corporation Capital account adjustments in connection with admission of new member Special allocations require "substantial economic effect"; what are the requirements? LLCs and self-employment tax to the members Distributions -- current or liquidating, cash or property including the substituted basis rule Termination/liquidation of an LLC
Understanding the New Forms K-2 and K-3
Wednesday, November 15
8:30am - 10:30am
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
Clear. Confident. Compelling. - Communication Strategies for Women in Business
Wednesday, November 15
9:00am - 10:08am
Webinar
1.00 Credits
Member Price: $39
You'll Learn: What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you. What your body language may be communicating about your overall confidence, capability, and self-assuredness You'll Find: More effective ways to communicate as a female leader Skills to display and communicate confidence while inspiring trust and increasing credibility
Designing a Work Program for Your Financial Planning Practice 2023
Wednesday, November 15
9:00am - 11:00am
Webinar
2.00 Credits
Member Price: $89
• Cash Flow Management and Budgeting • Planning for Insurance • Investing • Income Tax • Education • Retirement and Estate Planning • Employee Benefits
Everyday Ethics: Doing Well by Doing Good-Ethics 2023
Wednesday, November 15
9:00am - 12:30pm
Webinar
4.00 Credits
Member Price: $159
• AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230 • Implications of the Sarbanes-Oxley Act of 2002 • Recent, relevant cases on accounting profession ethics and professional responsibility • Areas the partner should pay particular attention to • What it means to be a profession and a professional • Ethical frameworks
Mergers & Acquisitions Part 2: Financial Accounting 2023
Wednesday, November 15
9:00am - 12:30pm
Webinar
4.00 Credits
Member Price: $159
• The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow • Working capital adjustments and balance sheet due diligence • The impact of contemplated pricing, earn-outs and holdbacks • The deal timeline and flow of information • Understanding the terms and structure that fit the buyer and seller objectives • Tax and financial accounting treatment of select issues
Getting Ahead: The Art of Marketing for CPAs
Wednesday, November 15
9:00am - 12:44pm
Webinar
4.00 Credits
Member Price: $129
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
Partnership Taxation: Comprehensive-Form 1065 2023
Wednesday, November 15
9:00am - 4:30pm
Webinar
8.00 Credits
Member Price: $299
• Special and Targeted allocations • Proper calculation of outside and inside tax basis • Tax consequences of distributions including the impact of "hot assets" • Transfer of partnership interests • Issuance of partnership interests to service partners
Preparation, Compilations and Reviews-A Practical Workshop 2023
Wednesday, November 15
9:00am - 4:30pm
Webinar
8.00 Credits
Member Price: $299
• Preparation, Compilations and Reviews