CPE Catalog & Events
The Best Individual Income 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, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Residency and Domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements Virtual currency, including recent developments regarding NFTs Review of pertinent cases and rulings affecting taxpayers 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
Navigating Leaves of Absence
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Online
1.00 Credits
Member Price: $39
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
The New Psychology of Fraud with Dr. Toby Groves
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How we unwittingly assist in the production of misleading information The neuroscience of psychopathyBehavioral profilingThe new psychology of skepticismCognitive errors including attribution and overgeneralizationHow experience, intuition and assumptions can cause cognitive errors
Appreciation Intelligence: The New AI
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Online
1.00 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
Nonverbal Communication: The Silent Language of Success 2024
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Online
2.00 Credits
Member Price: $89
Nonverbal communication-Virtual
Partnership & S Corporation Checkup: Key Developments
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:IRS enforcement against partnershipsNew K-2 and K-3: 2021 partnership and S corporation tax forms on foreign transactionsSale/merger of a partnershipThe new Sub S Form 7203 - shareholder basis computationS corporation compensationPPP loans and the Forms 1065 and 1120-S
Surgent's Controllership Skills Update: Risk Management
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Online
2.00 Credits
Member Price: $99
Rethinking Risk Management: Historic view Challenges Rules Recent lessons Required skills Sources of Risk: Economy Competitors Operations Investments Strategy Compensation Routine practices Unethical behavior. Enterprise Risk Management (ERM): Defining ERM Areas of focus Implementation Planning for disasters Business continuity Contingencies Analytical Tools: Post-completion evaluations Simulation Z-score Hedging Brainstorming Mind mapping Delphi technique
Surgent's Excel: Mastering PivotTables
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Online
2.00 Credits
Member Price: $99
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
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Online
2.00 Credits
Member Price: $99
Applicable provisions of SECURE Act 2.0 Key features for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA How to determine which employees must be covered
Surgent's Hiring and Firing of Employees - What You Can and Cannot Do
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Online
2.00 Credits
Member Price: $99
Employment at will—what this means in a practical sense Implied employment contracts What a prospective employer can ask about, and test for, during employment interviews Federal anti-discrimination rules applicable to hiring and firing How to fire an employee and not get sued Hiring and firing during a pandemic
Surgent's Successfully Completing an Estate Tax Return -- Form 706
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Online
2.00 Credits
Member Price: $99
Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the “portability” rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues
Excel - Working with Text, Date & Time Functions & Formulas
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Text functions to join and separate text entriesInserting Text functions to work with imported dataPerform date and time calculations with the Date & Time functions
Fraud & Embezzlement: Case Studies from the Trenches
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
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Online
4.00 Credits
Member Price: $159
Timely coverage of breaking tax legislation A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot, hidden, or miscellaneous developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
Surgent's Guide to Payroll Taxes and 1099 Issues
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Online
4.00 Credits
Member Price: $159
Statutory employees, independent contractors, and possible changes to §530 relief Using SS-8 Payroll Tax Penalties -- Who is a responsible person? Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates Understanding payroll tax responsibilities in the gig economy
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Common Audit and Financial Reporting Deficiencies in State and Local Governments
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Online
2.00 Credits
Member Price: $79
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Audit 106: Internal Control Fundamentals - Evaluating Design
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Responsibilities for gaining an understanding of the entity and its environmentThe inter-relationship of the five foundational components of the COSO Internal Control - Integrated FrameworkVarious methods for documenting and evaluating the design and implementation of internal control over financial reportingIdentifying critical elements of entity-level and transactional-level controlsCase studies related to identifying deficiencies in internal control documentation
New Manager Series: Shifting from Individual Contributor to Supervisor 2024
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Online
2.00 Credits
Member Price: $89
Leadership Development
Ethics: Giving Thanks - How to Master the Art of Gratitude
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Online
2.00 Credits
Member Price: $89
We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.