CPE Catalog & Events
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
360 Budgeting: A Holistic Approach to Process and Solutions
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Online
8.00 Credits
Member Price: $225
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
Exchange Transactions vs. Contribution for NPOs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Key changes from recent accounting standard updates affecting the determination of an exchange transaction versus a contributionEnhanced disclosure and reporting requirements for contributionsClarifications related whether a contribution is restricted or conditionalNew definitions related to barriers and right of return or right of release related to conditional contributionsOther important matters contained in ASU Nos. 2014-09 and 2018-08
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Online
2.00 Credits
Member Price: $99
What keeps companies from becoming streamlined? Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle
Surgent's Raising Financially Capable Children
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Online
2.00 Credits
Member Price: $99
Discussion of the importance of a financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards
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
Passive Activities & Rental Real Estate Income Tax Issues
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Online
8.00 Credits
Member Price: $300
Detailed coverage of the passive activity rules under IRC §469 (and related regulations), how the 3.8% net investment income tax under §1411 and qualified business income (QBI) deduction under §199A applies to rentals and passive activities, and what is a trade or business rental is under §162 How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships Definition of an activity and the activity grouping and disclosure rules Real estate professional exception to the PAL rules for investments in non-passive rentals Special $25,000 loss allowance for rental real estate with active participation Material participation safe harbor rules Events that trigger suspended PALs Limitations on tax credits generated by passive activities Special rules that re-characterize passive income to non-passive income What rentals are subject to self-employment tax under §1402
2024 Estate and Financial Planning for the Older Client
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Online
8.00 Credits
Member Price: $225
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Payroll Essentials: The Payroll Cycle of Life
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:A general review of compensation and payroll taxes from a broad perspectiveA walk through of the payroll processExplanations and examples of payroll processing, payroll tax deposits, and payroll returnsResources, recommendations, and guidance on compensation, payroll and payroll related topics
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
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Online
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
Progressive Management Accounting
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Online
2.00 Credits
Member Price: $79
A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
Business Intelligence (BI) and Business Analytics (BA)
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Online
2.00 Credits
Member Price: $79
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession
Monthly Federal Tax Updates - January 2025
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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
The Generation-Skipping Transfer Tax and Dynasty Trusts 2024
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Online
4.00 Credits
Member Price: $159
Calculation of the GST tax, and how it relates to the estate tax and gift tax Direct skips, taxable distributions, and taxable terminations GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts Calculating the benefit of and designing Dynasty Trusts
Office 365 Teams App - Optimizing Your Setup & Configuration
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Defining your teams and channel structure - best practicesStep-by-step guide on how to create and manage teams and channelsHow to organize your Teams navigation panelConfiguring your notification settingsConnecting Teams to external appsUnderstanding how Teams integrates with SharePoint, OneNote and Planner appsTracking your Teams app usage analyticsArchiving and deleting Teams and related content
Comprehensive Partnership Taxation Form 1065 2024
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Online
8.00 Credits
Member Price: $299
Special and Targeted allocations Proper calculation of outside and inside tax basis Tax consequences of distributions including the impact of "hot assets" Transfer of partnership interests Issuance of partnership interests to service partners
2024 The Complete Guide to the Preparation for Form 1041
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Online
8.00 Credits
Member Price: $225
Form 1041 Preparation Decedent's Estate Issues Trust-Specific Challenges Subchapter J Fundamentals Compliance Strategies Case Study Analysis
Audit 203: Auditing Accounts Receivable - Common Risks
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Typical risks of material misstatement related to accounts receivablePractice tailoring the detailed audit plan to the assessed risk of material misstatementOverview of more complex issues, such as methods for converting accounts receivable to cashExternal confirmation audit considerations, including evaluating responses for proprietyEvaluating the valuation of accounts receivable
Generation-Skipping Transfer Tax 2024
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Online
1.00 Credits
Member Price: $49
Taxable terminations Mismatch between available exemption and GST, and utilizing excess GST GST elections on Form 709 and automatic allocations
Cybersecurity 101 for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The typical IT architecture and technology components that reside in an IT environmentSpecific cybersecurity controls that are applied at each layer within an IT environmentAn overview of common cybersecurity frameworks used within the industry to establish and assess cybersecurity controls