CPE Catalog & Events
ESG 101: What is Environmental, Social and Governance?
-
Webinar
2.00 Credits
Member Price: $95
Environmental, Social and Governance concepts in today’s world Areas of accountability for ESG How ESG impacts Financial Reporting
Advanced Budgeting - Balance Sheet and Cash Flow Projections
-
Webinar
1.00 Credits
Member Price: $55
Create a Projected Balance Sheet:Accounts ReceivableInventoryCapital BudgetDepreciationAccounts PayableAccrued LiabilitiesWorking Capital LoansDebtProject interest expense more accuratelySolving for CashProjecting Covenant CalculationsCreate a Projected Statement of Cash FlowChoose your formatHow to make your Statement of Cash Flow maintenance freeDebugging a statement of Cash Flow
Cybersecurity Fundamentals for CPAs
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Top cloud security threats and how to protect against themData security best practices and how to implement themTypes of cloud services and how to choose a good vendorEffective password management and multi-factor authentication for accountsHome network and device security practices
Surgent's Ethics for Tax Professionals
-
Webinar
2.00 Credits
Member Price: $99
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update
-
Webinar
4.00 Credits
Member Price: $159
Key requirements of SAS 136 Changes affecting 401(k) plans Audit strategy and improving overall efficiency Common mistakes as noted in peer reviews and DOL inspections
Surgent's Essential Depreciation and Expensing Update
-
Webinar
4.00 Credits
Member Price: $159
Complete coverage of recent tax acts and any new legislation enacted before presentation Resolved technical glitches for Qualified Improvement Property Detailed coverage of §179 expense election and §168(k) bonus or “additional first-year depreciation” -- how to maximize them, definitions, limitations, what property qualifies, etc. Sale of property and the depreciation recapture rules (§§1245, 1250, unrecaptured §1250 gain for real estate, §291 for corporations) MACRS depreciation -- finding the proper method, convention, and recovery period What is “listed property” and what are the current limitations? Amortization of start-up, organization, and other expenditures AMT depreciation adjustments and how to avoid them Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities
Surgent's Introduction to Forensic Accounting
-
Webinar
4.00 Credits
Member Price: $159
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Conducting a Remote Audit
-
Webinar
4.00 Credits
Member Price: $213
Leveraging the benefits of remote auditing Managing the team, client, and audit process remotely Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing Understanding narrow-topic considerations when remote auditing
Financial & Tax Accounting for Partnerships & LLCs
-
Webinar
4.00 Credits
Member Price: $129
Review of the Accounting Standards Codification and its application to partnerships and LLCs Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs Review of the AICPA financial reporting framework for small and medium-sized entities Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Completion of the Form 1065 Schedule M-1 Partnerships/LLCs as part of other entities
IRS Disputes: Identifying Options for Your Client
-
Webinar
4.00 Credits
Member Price: $213
Assessment processes Audit selection, examination, and the appeals process Installment agreements Offers in compromise Advising delinquent taxpayers The IRS collection process for tax liens, levy, seizure, and sale Bankruptcy and the effect on tax liabilities Practice before the IRS Business taxation Tax liens levy seizure
Tax Season Update for Business with Steve Dilley
-
Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:2021/22 legislative developments, cases and rulings impacting various business entity taxpayersDetailed discussion of the partnership and S corporation Schedule K-1 changesBusiness income, deductions and creditsTravel expense reportingSection 199A update and business lossesDepreciation update: Section 179 and 168(k)S Corporation and partnership update
Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1
-
Webinar
4.00 Credits
Member Price: $129
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
The Best Federal Tax Update Course by Surgent
-
Webinar
8.00 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Donor Advised Funds Residency and Domicile Selling a principal residence, including tax planning strategies The Independent Contractor vs. Employee Conundrum continues An overview of virtual currency, including recent developments State of the IRS Section 162(m) Executive Compensation Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Audit Quality Update and Future of Audit
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Update on AICPA's Enhancing Audit Quality initiative.Trends in audit quality, the biggest audit quality challenges.AICPA's proposed Quality Management Standards.Issues and tips for achieving high-quality engagements.
Leading in Exponential Times
-
Webinar
1.00 Credits
Member Price: $71
The 5 C's of leading during exponential times Harness the powerful trends of the Fourth Industrial Revolution accelerated by the pandemic Learn about the skills you will need to thrive in a world of exponentials Create a winning culture that can thrive in the VUCA world Become a proactive future-focused leader that drives transformation and avoids disruption
1 Hour - Introduction to Sustainability Accounting
-
Webinar
1.00 Credits
Member Price: $39
History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards
Build Your Personal Net Worth
-
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
Business Tax Update for Industry
-
Webinar
2.00 Credits
Member Price: $79
Recent Federal legislative, rules and tax developments impacting business taxpayers Impact of Inflation Reduction Act on business Depreciation rules and developments Business losses and interest expense Latest legislative, judicial, and IRS developments
Surgent's Excel Budgeting Ideas
-
Webinar
2.00 Credits
Member Price: $99
Major Topics: Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
Your Front-Row Ticket to the 2023 Accounting & Auditing Season
-
Webinar
4.00 Credits
Member Price: $129
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements.