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CPE Catalog & Events

Showing 12826 Webcasts Results

Surgent's 2025 Tax Update for Client Advisory Services

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Online

4.00 Credits

Member Price: $159

Common tax deadlines and penalties Employee Retention Credit – new developments Beneficial ownership information reporting Bonus depreciation changes Form 1099 reporting and changes Online accounts and IP PINs Virtual currency updates Green energy credit compliance

Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks

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Online

4.00 Credits

Member Price: $159

Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity Understanding the critical role of information technology (IT) general and application controls to reliable financial reporting, even in less-complex IT environments Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities Identifying and evaluating the sufficiency of key controls to satisfy control objectives Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that

Reviewing Partnership Tax Returns: What Are You Missing?

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Online

4.00 Credits

Member Price: $225

Common errors made involving the following: Form 1065 Schedules K and K-1 Schedules M-1 and M-2 Calculating recourse and nonrecourse liabilities Partner inside and outside basis Partner's capital account analysis Sections 704(b), 704(c), 721, 722, 732(b), 734(b), 737, 743(b)

The Bottom Line on the New Lease Accounting Requirements

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Online

4.00 Credits

Member Price: $225

Lease classification Amortization of the leased asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions

Forgotten Managerial Accounting Tools for CPAs

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis

Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area

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Online

4.00 Credits

Member Price: $159

Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney  Pet Trusts – the emerging necessities State, county, and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets

2024 Revision to Government Auditing Standards Impact

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits

Instant Audit? Just Add Risk Assessment

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Online

1.00 Credits

Member Price: $59

The audit risk model Risk assessment Linking risks to audit procedures Other responses to risks Documentation

Surgent's Weekly Expert Hour

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Online

1.00 Credits

Member Price: $59

Each week’s topics will change based on the most critical issues affecting financial professionals

Relationship Networking: The Art Of Conversation

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Online

1.00 Credits

Member Price: $59

Networking Replatinship Management

Aligning Analytics to COSO's Fraud Risk Management Principles

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Online

1.00 Credits

Member Price: $59

COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program

Liquidity & Uncertainty Disclosures for Nonprofits

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Online

2.00 Credits

Member Price: $109

Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements Evaluating the need for going concern and other uncertainty disclosures in the current environment

Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions

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Online

2.00 Credits

Member Price: $99

Funding options for Roth accounts 529 plans to Roth IRAs Backdoor Roth strategies The new Roth SEP and Roth SIMPLE IRAs Roth 401(k) contribution rules The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth 401(k)s and Roth IRAs Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans The risky recapture of the 10% penalty How the ordering rules work and when they apply FIFO rules for Roth IRAs Case studies and cheat sheets to reinforce concepts

How Fraud Can Affect Smaller Organizations

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Online

4.00 Credits

Member Price: $149

The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses

Leading and Managing the Accounting Department

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Online

4.00 Credits

Member Price: $159

Accounting Leadership Management

Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT

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Online

2.00 Credits

Member Price: $109

AI and ChatGPT Machine learning & predictive transaction tagging Profiles of an improper or corrupt vendor payment Data Sharing Consortium and Split Learning Techniques Cryptocurrency trends and applications from an accountant's perspective

2024 PCAOB and SEC Update

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.

GPT Builder for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to GPT Builder platform and interface for accounting professionalsCreating accounting-specific custom instructions and knowledge basesImplementing financial data analysis capabilities through GPTsDesigning GPTs for tax preparation assistance and compliance checkingBuilding client communication tools with accounting terminologyEnhancing bookkeeping efficiency with automated GPT workflowsSecurity and confidentiality considerations for financial data

Guide Strategy, Attract Investments with Financial Forecasts

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to Financial Statement ForecastingOverview of the importance and benefits of forecasting for strategic planning and investment attraction.The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends.Analyzing Historical Data: Methods for leveraging past financial data to inform future projections.Incorporating Market Trends: How to integrate market insights into financial forecasts.Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning.Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure

Rewards & Recognition Strategies for Leaders

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Online

1.00 Credits

Member Price: $59

Leadership Recognition Total Rewards Employee Engagement