CPE Catalog & Events
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
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Online
8.00 Credits
Member Price: $279
Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation Reporting Requirements for Schedules K-2 and K-3 Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues Recognize and properly handle special pass-through items of income and expense Accurately prepare S corporation returns and reconcile book income to taxable income Accurately prepare partnership returns and reconcile book income to taxable income What the transactional method entails and how to report partners’ capital accounts under this method Properly handle the tax treatment of distributions to shareholders, partners, or members Understand the special restrictions and sanctions for tax year-end selection Review the basics of partnership and LLC formation and basis calculation Self-employment tax or NOT, for each entity Filling in K-1s correctly for S corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S corporation forms and content The most frequently used forms and schedules, including some form “oddities”
The Best Federal Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance Timely coverage of breaking tax legislation Form 1099-K reporting requirements Detailed analysis and examples of Sale of Pass-through Entity Interest and Net Investment Income Tax The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule New FinCEN reporting requirements under the Corporate Transparency Act in 2024 Employee Retention Tax Credit updates 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
Yellow Book: Staying Compliant With Government Auditing Standards
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Online
8.00 Credits
Member Price: $332
Foundation and principles for use and application of GAGAS General requirements for complying with the Yellow Book Ethics, independence, and professional judgment Competence and CPE Quality control and peer review Standards for financial audits Standards for attestation and review engagements Fieldwork and reporting standards for performance audits
Using Microsoft Teams to Host Virtual Meetings-Updated
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Overview of using Microsoft Teams for online meetings.Detailed review and analyze all the Teams meeting app features.Setting up a meeting with all the meeting options available.Tips for scheduling meetings with internal and external participants.Integrating with Microsoft Outlook.Creating a registration page for invitation only meetings.Managing your audio/video settings.Configuring your "in meeting" features.Recording and transcribing a meeting.Tips for hosting virtual meetings in Teams.
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
Building Trust in Remote Teams: Catalyze Collaboration and Communication
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Online
1.00 Credits
Member Price: $39
Communication Teamwork Collaboration
Appreciation Intelligence: The New AI
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Online
1.00 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
Balancing Employee and Employer Rights
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Online
1.00 Credits
Member Price: $39
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
Surgent's Marijuana: A Generalized Business Viewpoint
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Online
2.00 Credits
Member Price: $99
An overview of current state and federal laws governing marijuana A review of state boards of accountancy regarding marijuana How some financial professionals are capitalizing on the marijuana industry Providing auditing and tax services within the marijuana industry How accountants and other financial professionals can manage risk within this industry IRC Section 280E’s prohibition of deductions involving controlled substances A summary of various state taxation laws on marijuana Ethical issues for accountants who work in the marijuana industry Relevant banking regulations Growth projections
Measuring Audit Risks
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Online
3.00 Credits
Member Price: $99
The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality
Leverage PowerBI.com to Create Data Analysis for Others
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.
Monthly Federal Tax Updates - November 2024
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Online
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
Tackling Turnover: Key Reasons Your Staff Are Leaving What to Do About It 2024
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Online
2.00 Credits
Member Price: $89
Practice Management Factors that Cause Turnover Boosting Engagement and Retention
Federal Income Taxation of Cannabis Businesses 2024
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Online
4.00 Credits
Member Price: $159
Income taxability Restrictions on expense deductibility Application of capitalization rules Ethical and non-tax legal constraints
Private Foundations and Form 990-PF Basics 2024
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Online
4.00 Credits
Member Price: $159
Private foundation excise taxes, generally Form 990-PF, including mandatory e-filing requirements The fair market value of the foundation's assets Income distribution requirements Self-dealing and transactions with disqualified persons Foreign grant-making and grant-making to private foundations and non-charitable entities in the US Excess business holdings Program-related investments Unrelated business income tax
The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
GASB Basic Financial Statements for State and Local Governments 2024
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Online
8.00 Credits
Member Price: $299
Internal controls and risk assessments using a risk-based audit approach New Pension and OPEB Standards, including GASB Statement Nos. 68 and No. 75 COSO for Smaller Entities and Governments Survey of California Cities and Counties (17th Annual) New GASB Standards updated with an emphasis on GASB 84, Fiduciary Activities and GASB 87, Leases GASB's "Big Three" Projects
OCBOA Case Studies 2024
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Online
8.00 Credits
Member Price: $299
Income tax-basis financial statement presentations Cash and modified-cash financial statement presentations Innovative and EBITDA type reports OCBOA engagements AICPA Financial Reporting Framework for Small- and Medium-Sized Entities
SSARS Codification: Preparation, Compilation and Review 2024
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Online
8.00 Credits
Member Price: $299
SSARS Codification requirements SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information Review of financial statements Overview coverage of the amendments to the SSARS contained in SSARS 26
2025 Individual Tax Update: Form 1040 Essentials
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Online
8.00 Credits
Member Price: $225
Form 1040: Precise Tax Submissions Recent Tax Code Changes: Updated Filings IRC Sections Analysis: Understanding Tax Regulations Updates in Income Taxation: Compliance Assurance New Credits and Deductions: Maximizing Benefits Complex Income Issues: Tailored Strategies Itemized Deductions: Informed Client Benefits Health Considerations: Maximizing Financial Benefits Regulatory Shifts: Implications on Tax Strategies Tax Planning Strategies: Client Financial Success