CPE Catalog & Events
Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances
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Webinar
2.00 Credits
Member Price: $99
Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don’ts Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results
Office 365 SharePoint Fundamentals
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Orientation to SharePoint OnlineAnatomy of a SharePoint siteHow to create a SharePoint siteUnderstanding document librariesUnderstanding custom listsSharePoint and OneNote app integrationSharePoint and Teams app integrationUnderstanding site permissionsIntroduction to site settings
Business Tax Update for Industry
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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
New Manager Series: Next Level Conversations, Next Level Results 2023
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Webinar
2.00 Credits
Member Price: $89
• Leadership Development
Revenue: Miscellaneous Topics 2023
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Webinar
2.00 Credits
Member Price: $89
• FASB ASC 606, Revenue from Contracts with Customers • FASB ASC 340-40. Other Assets and Deferred Costs • All recently released updates to ASC Topic 606
Your Front-Row Ticket to the 2023 Accounting & Auditing Season
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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.
Moving Beyond the Basics of Excel
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Using formulas to manipulate and transform dataUsing formulas and reference formulas such as =VLOOKUPUsing pivot tablesUnderstanding Solver to perform multivariate analysis
How-To Guide to Fraud Investigations
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Typical asset misappropriation schemes and how they are carried outRed flags of asset misappropriation schemesData analysis, including financial ratios that may identify irregularitiesAnalyzing financial statements for fraud investigationsIn-depth asset misappropriation case study
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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Webinar
2.00 Credits
Member Price: $99
Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning
The ABCs of Employees vs. Independent Contractors
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Webinar
2.00 Credits
Member Price: $79
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
Fiduciary Accounting for Estates and Trusts
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Webinar
2.00 Credits
Member Price: $79
Uniform Principal and Income Act Discuss the mandatory and discretionary allocations and adjustments (did you know that depreciation is a Discretionary adjustment?) Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
2023 Federal Tax Update for Business
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Webinar
4.00 Credits
Member Price: $129
2022-23 business tax legislation, rulings and developments Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation S corporation and partnership developments, with a focus on the new K-2 and K-3 schedules Travel, meals and entertainment expense reporting update Other miscellaneous business developments
Risk Management in a Post-COVID World
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Webinar
1.50 Credits
Member Price: $69
The major topics that will be covered in this class include:Black Swan Risks Role of Finance, Internal and External AuditorsCOSO's Risk Management StandardsThe COSO CubeThe COSO Double HelixRisk Management Definitions Event IdentificationExpected Value AnalysisThe Heat MapThe World Economic Forum Global Risk ReportsAlternative Risk ResponsesAvoidanceReduce/IncreaseShareAccept Lessons from the Great by Choice Research Personal Risk Management
Real Estate Professionals, Passive Activity and Section 199A
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Definition of a real estate professionalPros and cons of being a real estate professionalIntegration of the real estate professional rules with reporting on Form 1040, Schedule EReal estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rulesReal estate professionals and the Form 8582 (Passive Activities)How to make the "grouping" election for passive activities and the flow-through deductionSeveral real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standardsReal estate professionals and the "former passive activities" rules
Surgent's Budgets, Forecasts, and Forward-Looking Cash Flow Projections in a Post-Pandemic Environment
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Webinar
4.00 Credits
Member Price: $159
Accounting guidance that relies on cash flow forecasting and budgeting Critical uses for accurate budgeting and forecasting in the current economic environment Challenges when forecasting and budgeting in the COVID-19 environment Effective techniques that you can use to accurately forecast operations in a period of change
Current Audit Environment and ASB Activity
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Webinar
4.00 Credits
Member Price: $213
Updates to auditing and attestation standards Recently issued exposure drafts Current environment and implication for audit planning
Financial & Tax Accounting for S Corporations
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Webinar
4.00 Credits
Member Price: $129
Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations Review of the AICPA "small" GAAP rules The impact of the entity's tax status history on its financial accounting Required S status financial accounting disclosures The relationship of financial accounting and the Form 1120S Financial and tax accounting for S corporation shareholder equity account Financial vs. tax accounting for loans to and from S corporations and their shareholders Financial accounting vs. tax accounting for S corporation investments in other entities Financial and tax accounting for PPP loan forgiveness
Monetize Your Knowledge as an Accounting Influencer
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Step-by-step process to create a business plan and execute itMonetize your skills and knowledge in the accounting channel
The Preparation of Form 706 and 709 - Line-by-Line
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Webinar
4.00 Credits
Member Price: $129
Overview of the Federal Form 706 Overview of the Federal Form 709 How to prepare a federal estate tax return (Form 706) How to prepare a federal gift tax return (Form 709) How to comply with “Portability” Coordination of the various issues involved in the preparation of the decedent’s final federal income tax return (Form 1040) Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns
Topic 842 - Implementing Leases Workshop
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Webinar
4.00 Credits
Member Price: $129
Leases Topic 842