CPE Catalog & Events
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs
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Webinar
8.00 Credits
Member Price: $280
Update on latest cases, rulings, and regulations including the final regs, Legislative update on retirement plan changes of the SECURE Act 2.0, How to handle liabilities of LLCs, Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more, Section 199A pass-through deduction planning, Partnership planning -- Structuring partnership distributions and transfers of interests, Optional basis adjustments -- Schedules 754 and 732(d), Planning for the utilization of Schedule 179 and for the scheduled phase out of bonus depreciation beginning in 2023, Basis, distribution, redemption, and liquidation issues of S corporations, Compensation in S corporations, Sale of a partnership -- the best planning concepts What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning, Partnership and LLC allocations, A brief look at possible future changes to the taxation of pass-through entities
Sustainability: Doing Well by Doing Good
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Triple bottom lineSustainable business practicesincorporating sustainability into every business decision
2024 Nonprofit Taxation Rules and Form 990
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Webinar
2.00 Credits
Member Price: $79
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications “Intermediate sanctions” excise tax Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive The Mayo case Entertainment expenses Taxable fringe benefits (including employer-provided parking)
Monthly Federal Tax Updates - October 2024
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Up Your Influence: How To Get What You want
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Webinar
2.50 Credits
Member Price: $89
Persuasion Influence
Fraud-How to Find, How to Prevent 2024
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Webinar
4.00 Credits
Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips
Pre/Post-mortem Income, Estate Planning for the Terminally Ill 2024
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Webinar
4.00 Credits
Getting your clients' affairs in order-asset ownership, avoiding probate, and beneficiary designations Coordinating the planning for gift, generation-skipping, estate, and income taxes using disclaimers and portability, QTIP, and QDOT elections Investment assets-which ones to sell and which ones to hold Retirement assets and tax bracket management
Optimize Your Staff's Performance
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Webinar
4.00 Credits
Member Price: $129
TBD
Build a Data Model for Analysis in Power BI
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
Deception, Embezzlement and Fraud 2024
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Webinar
8.00 Credits
Narcissism Studies Fraud Embezzlement Technology used in scams
Estate Planning: A Comprehensive Overview 2024
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Webinar
8.00 Credits
Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem
Federal Tax Update: Business Comprehensive 2024
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Webinar
8.00 Credits
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
Implementing and Maintaining an Internal Control System 2024
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Webinar
8.00 Credits
Considerations for the maintenance of an internal control system The types of policies and procedures organizations should utilize Reviewing and testing control measures Updating controls and implementing control changes
Money Laundering Awareness for Accountants
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
ProActive Response Group De-Escalation Training
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Webinar
1.20 Credits
Member Price: $39
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
How AI and Synthetic Media Can Transform Your Communication
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Webinar
1.00 Credits
Member Price: $39
AI Fundamentals for HR Strategic HR Communication Synthetic Media in Onboarding Dynamic Content Management AI-Enhanced Stakeholder Engagement Innovative Training with AI
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Webinar
1.00 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough
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Webinar
1.60 Credits
Member Price: $49
Change management Leadership
Benford's Law and Other Digital Analysis Techniques
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Webinar
1.80 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
Ethics: 10 Crucial Qualities of High Character CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so