CPE Catalog & Events

Annual Conference (Virtual)

Annual Conference (In Person)

Federal Tax Update for Business with Greg and George WEBCAST

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

Surgent's Top 10 Tax Topics This Year

Tax guide to exit planning, Partnership considerations: section 754 elections and section 743, C to S corporation conversions, Recurring basis issues. At-risk basis rules and Form 6198, New developments relating to IRS audits, Status of audits for high-income and high-net-worth individuals, The 2023 Dirty Dozen, Residency and domicile, Crowfunding: basic economics and related tax consequences, Choosing the right business entity

Federal Tax Update - Individuals (Form 1040) with Pat Garverick WEBCAST

This session is a comprehensive review of the Federal individual income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Pat Garverick's Quick Reference Chart. Topics include but are not limited to: Discuss the most recent individual income tax legislation passed to date, Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, Schedule 461(l) business loss limitations, and depreciation. Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax), Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit), Walk through the NEW final required minimum distribution (RMD) regulations, Look at any changes to the Form 1040 and other related schedules and forms.

CFO - Corporate Performance Management

The 4 Topics Discussed. Corporate Performance Management. Poor strategy execution frustrates many executives as their organizations struggle with performance improvement, making decisions using intuition in the absence of hard data. Corporate performance management (CPM) seamlessly integrates many techniques including strategy maps and a balanced scorecard. Together they align manager and employee behavior, actions, and priorities using key performance indicators (KPIs) with specific targets to enable accountability. Effective Management Accounting. Critics have claimed that traditional managerial accounting is at best useless and at worst dysfunctional and misleading. Most line managers do not trust their management accounting data. 21st Century management accounting develops cost/unit metrics that are useful for budgeting, cost analysis and control. Current methods bring truly accurate fact-based costing visibility, tracing costs and identifying cause-and-effect relationships rather than broadly allocating overhead. This information provides the ability to reveal the true profit margins for products as well as for specific sales channels and customers. Removing the barriers caused by your current management accounting techniques can provide huge rewards. Driver-Based Budgeting. The annual budgeting process is often criticized as a fiscal exercise done by the accountants that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not being volume sensitive, and disconnected from the strategy and needed risk mitigation spending. You can resolve these deficiencies using capacity-sensitive driver-based expense projections. Driver-based budgeting allows for quick scenario planning and far easier analysis of a growing organization whose future may look nothing like today. The budget can be periodically refreshed to create rolling financial forecasts extending beyond the fiscal year end. Learn how managerial accounting can become managerial economics. Business Intelligence and Data Analytics. Volatility and complexity are the new normal. Most organizations are drowning in data but starving for information. The finance and accounting function has the opportunity to leverage Big Data and the continuum of analytics - descriptive, diagnostic, predictive, and prescriptive. All are useful for better decision making. Collecting, validating, and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. In some ways the finance function is many years behind other disciplines such as marketing, sales, and supply chain managers, in applying analytics. How can the CFO's function catch up? Understand how Business Intelligence (BI) and Business Analytics (BA) can help you make sense of your organization's data.

Federal Tax Update - C and S Corporations, Partnerships and LLCs (Forms 1120, 1120S and 1065) with Pat Garverick WEBCAST

This session is a comprehensive review of the Federal business income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive business income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, as well as Pat Garverick's Quick Reference Chart. Topics include but are not limited to: Discuss the most recent business income tax legislation passed to date, Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, 461(l) business loss limitations, Schedule163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses, Brush up on issues related to compensation, distributions, liquidations, selfemployment taxes and retirement plans, Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms.

The Complete Guide to the Preparation of Form 1041

How to prepare a Form 1041, Specific issues regarding a decedent's estate, Specific issues regarding a trust,Understanding the basics of Subchapter J of the Internal Revenue Code, How to comply with the tax compliance issue, Case studies regarding reading an estate document, Understanding of distributable net income (DNI), Understanding of income in respect of a decedent (IRD), Line-by-line instruction

Rocky Mountain Technology Conference Virtual

Federal Tax Update for Individual with Greg and George WEBCAST

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

Federal Tax Update for Business with Greg and George WEBCAST

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

State of the Art Tax Strategies for Purchases and Sales of Property Part 1

General overview of sale and purchase of assets. Partial dispositions. Distinguishing between repairs and capitalizable improvements for real property. Allocating the purchase price in purchases of real estate and stock. Maximizing the de minimis rule in remodels. Increasing Federal tax deductions on the purchase of property. Decreasing Federal tax on the sale of property.

Steps to Stop External Fraud

Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties/External fraud unknown perpetrators

State of the Art Tax Strategies for Purchases and Sales of Property Part 2

Like-kind exchanges. Qualified opportunity funds. Reducing recapture income on sale of property. Being a "two-move chess player" - setting the stage for a later sale of property.

Federal Tax Update with Greg and George WEBCAST

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

The Needed Focus on Cyber-Security

The topics discussed in this session include: Understanding cyber. Policies, procedures, and control measures to secure and enhance cyber operations.

Project Management for Finance Professionals

Project management is a way of thinking and managing, Identifying projects, needs, objectives, and deliverables, Project feasibility evaluation, Life cycle of a project, What causes projects to fail, Establishing the project scope and preventing "project creep" Defining and managing stakeholders, Organizational politics and conflict management, Establishing the detailed schedule, Introduction to project management software

Assessing the Risk of Fraud in a Financial Statement Audit

The fraud landscape in the United States, Fraud risk procedures as updated by recently issued standards, Most likely fraud types found in small to mid-sized entities, Internal controls to prevent and detect fraud, What to do when fraud is identified or suspected Case studies based on recent frauds, Cyber fraud schemes and how to prevent and detect them, Analytics that can be used as fraud risk procedures, Assessing the risk of grant fraud in a Single Audit

Examining ASC 842, Leases: More Than Meets the Eye

ASU No. 2016-02, Leases (Topic 842), Overall lease accounting guidance, Lessor Accounting 101, Lessee Accounting 101, Detailed review of accounting by lessees and lessors, Sale and leaseback transactions, Transition guidance, Other operational issues, Recently issued updates to the lease accounting guidance, FASB guidance on accounting for COVID-19-related rent concessions, Feedback from the public company adoption of Topic 842

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know

5-step process for recognizing revenue