CPE Catalog & Events
Navigating Difficult Conversations with Clients
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Webinar
1.00 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership Customer Service
1 Hour - Introduction to Sustainability Accounting
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Webinar
1.00 Credits
Member Price: $39
History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards
Understanding and Preventing Budget Calamities
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Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
2024 Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
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Webinar
2.00 Credits
Member Price: $79
Background of the Corporate Transparency Act Beneficial Ownership Information Reporting (BOIR) Rule Entities required to report Reporting requirements imposed by the CTA Due dates of reports Information needed to satisfy the BOIR Impact of failure to report How to submit a report Court rulings on CTA’s unconstitutionality Implications to entities as a result of the ruling in NSB Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers
Surgent's Successfully Completing a Gift Tax Return -- Form 709
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Webinar
2.00 Credits
Member Price: $99
Taxpayers who do not file gift tax returns but should The annual exclusion rules for gifts to trusts including required Crummey notices What should be disclosed on the return for purposes of running the statute of limitations The reporting of installment sales and split-interest Valuations and valuation discounts for gifts of closely held businesses The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules Reporting the use of a deceased spouse’s unused exclusion exemption amount (DSUEA) A line-by-line explanation of Form 709
Creating Rapid Rapport for Increased Business
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Webinar
4.00 Credits
Member Price: $129
1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions
2024 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 Deferred tax accounting for S corporations Required S status financial accounting disclosures Financial accounting impact of the C to S election and the S to C election The relationship of financial accounting and the Form 1120S Financial and tax accounting for S corporation shareholder equity account
2024 Fiduciary Accounting for Estates and Trusts
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Webinar
4.00 Credits
Member Price: $129
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
KPI Bootcamp for Small Businesses
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Webinar
5.00 Credits
Member Price: $159
Why measure things? The ROKS Express method Goals check - identifying your business objectives and Key Results Selecting your KPI candidates using the KPI Definition Manual Shortlisting - Picking the very best KPIs from your KPI Candidates Tuning your KPI definitions Going Live
Project Management: Getting the Best Out of Your Team
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:When to incorporate project management best practices to get the best out of your teamFive ways project management helps get the best out of your team
Employee Retention Credit 2024
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Webinar
1.00 Credits
Employee Retention Credit Paid Sick Leave Refundable Credit Paid Family Leave Refundable Credit
2024 FASB Update and Review
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Webinar
2.00 Credits
Member Price: $79
Review of FASB updates that will affect near-term reporting Identify future topics that may soon be addressed by the FASB
Fiduciary Accounting Part 4: The New Frontier-Total Return Trusts 2024
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Webinar
2.00 Credits
What are new frontier trusts? Situations where the use of the trustee's power to adjust or a unitrust can be beneficial. Understanding the requirements for using a particular strategy. Authority and requirements for the trustee's power to adjust with a problem example. Authority and requirements for unitrusts with a problem example. Including capital gains in Distributable Net Income (DNI).
The Impact of ESG Matters on Financial Reporting and Audits
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Overview of the impact environmental, social, and governance (ESG) matters have on the financial worldEvolving guidance from the AICPA and other stand-setters related to ESG mattersRisks of material misstatement in financial statements and related disclosures emerging from ESG matters
Surgent's Critical Issues Involving Taxation of Construction Contractors
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Webinar
4.00 Credits
Member Price: $159
The impact of recent legislation on the construction industry How to qualify for the “small contractor exemption” and its advantages to the taxpayer Options available to the “small” contractor regarding taxation of long-term contracts How the choice of entity impacts taxation of contractors How AMT impacts the construction industry IRC §460 and “large” contractors How “uninstalled materials” impact taxation of contractors How the “look-back” rules impact contractors How the “10 percent method” can allow certain contractors to defer recognizing taxable income Critical tax planning strategies for contractors
Ethics - A Line in the Sand; Implications for Daily Business
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Webinar
4.20 Credits
Member Price: $129
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
Coping With the Growth of Online Fraud
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
Become a Data Analysis Expert
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
ChatGPT: What Every CPA Should Know-Updated
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the current landscape for AI in businessHistory of ChatGPT and generative AIFundamentals of generative AI technology and related nomenclatureABC's of how to use ChatGPTDemonstration of practical ChatGPT applications for accounting, finance and taxA word of caution: What you should be concerned aboutDeveloping a ChatGPT usage policy for your firm / business
Surgent's Buying and Selling a Business: Tax and Structuring Overview
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Webinar
4.00 Credits
Member Price: $159
An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Planning to avoid double taxation under the repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities Unique issues in buying and selling LLC/partnership interests Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill