CPE Catalog & Events
2024 Common Deficiencies in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $79
Common Defiencies DOL EBPs
2024 Electronic Audit Evidence in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $79
Audit Evidence Digital
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Member Price: $79
Net Assets Contributions Endowments Programmatic Investments
Common Yellow Book & Single Audit Deficiencies - 2023
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Online
4.00 Credits
Member Price: $129
ICOC Compliance Testing Major Program Determination
2024 What's Going on at the AICPA
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Online
4.00 Credits
Member Price: $129
Group Audits Quality Management Less Complex Entities
Advanced Budgeting - Balance Sheet and Cash Flow Projections
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Online
1.00 Credits
Member Price: $55
Create a Projected Balance Sheet:Accounts ReceivableInventoryCapital BudgetDepreciationAccounts PayableAccrued LiabilitiesWorking Capital LoansDebtProject interest expense more accuratelySolving for CashProjecting Covenant CalculationsCreate a Projected Statement of Cash FlowChoose your formatHow to make your Statement of Cash Flow maintenance freeDebugging a statement of Cash Flow
Navigating Difficult Conversations with Clients
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Online
1.00 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership Customer Service
2024 New Client Ethical Challenges: The CPAs Guide
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Online
2.00 Credits
Member Price: $79
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
2024 Multistate Taxation - Issues and Planning Opportunities
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Online
8.00 Credits
Member Price: $225
Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation
Introduction to Yellow Book: 8-Credit Boot Camp
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The key financial reporting differences for governmental and nonprofit entities.The fundamentals of Yellow Book and Uniform Guidance audits.
What's New in Excel
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library
2024 Performance Management - Hiring to Retiring
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Online
1.00 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
2024 Accounting & Attestation for ESG
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Online
2.00 Credits
Member Price: $79
ESG Sustainaibility
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
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Online
2.00 Credits
Member Price: $99
Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans
Surgent's Understanding Partnership Taxation: Debt Allocations
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Online
2.00 Credits
Member Price: $99
Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)
Business Longevity - Is Your Business Wobbling?
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Online
4.00 Credits
Member Price: $129
Business Management Organization
2024 Financial Statement Presentation and Disclosure
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Online
4.00 Credits
Member Price: $129
U.S. GAAP and Special purpose frameworks Form and content of financial statements: Balance sheets Income statements; Statements of cash flows Retained earnings and/or owners’ equity statements Comprehensive income Supplementary information Comparative vs. single-period financial statements Sufficiency of disclosures Illustrative disclosures frequently encountered in small-to-medium reporting entities Industry-specific nuances
2024 Real Estate Tax Update
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Online
4.00 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting real estate owners and investors Section 179 for qualified real property Section 179 for non-residential roofs, HVAC fire protection and security systems Section 163(j) interest expense limitation, including electing out and ADS depreciation Introduction to opportunity zones
2024 Creative Strategies for Buying, Selling, or Gifting a Business
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Online
8.00 Credits
Member Price: $225
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers Retirements and redemptions: considerations for partnerships and S corporations Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis Overview of the economics and tax consequences of crowdfunding campaigns Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships New Form 1099-K reporting requirements Bonus depreciation Section 163(j) Section 174 Research & Experimental Expenditures New FinCEN reporting requirements in 2024 Employee vs independent contractor considerations that companies should be aware of A review of like-kind exchange transactions under §1031 State and local taxes: pass-through entity workarounds Special basis adjustments, including comprehensive examples