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CPE Catalog & Events

Showing 11219 Webcasts Results

Surgent's Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041

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Online

2.00 Credits

Member Price: $99

Passive activity rules for trusts including the NIIT The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable) The critical categorization of income (taxable income vs. fiduciary accounting income) Distributable net income (DNI) and how it works The “Tier” Rules The Separate Share Rule IRC 663(b) “65-Day” Rule IRC §691(c) Deduction QSST and EBST elections How to treat excess deductions on termination Grantor trust rules and how they impact planning and return preparation The income tax side of Domestic Asset Protection Trusts

Surgent's Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions

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Online

4.00 Credits

Member Price: $159

Three different types of basis Contributions of property IRC 704(b) – Capital Accounts and Special Allocations Contributions of property and debt Contributions of services IRS Notice 2020-43

Reviewing S Corporation Tax Returns: What Are You Missing?

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Online

4.00 Credits

Member Price: $213

Form 1120-S Schedule K-1 Schedule L Schedules M-1 and M-2 Form 4562 Form 4797

Understanding Internal Control Constructs

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Online

4.00 Credits

Member Price: $149

The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency

Audit 104: Audit Documentation - Workpapers To Pass Review

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:Proper documentation as a means of audit qualityFactors impacting the nature and extent of documentationSample workpaper index and other organization tipsUse of audit programs as means of audit documentationChecklist for self-review of workpapers and clearing review notesMultiple exercises on identifying workpaper deficiencies

LinkedIn Profile Secrets for CPAs

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Effective branding and LinkedIn profile positioning for CPAsBest practices and tips for each profile featureOptimizing language and words to attract clients: Your headline, essay, descriptions, and keywordsSizzle elements: Your headshot, background banner, videos, and mediaEssential LinkedIn settings and privacy for CPAs

Surgent's Navigating Your Client Through the IRS Appeals Process

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Online

4.00 Credits

Member Price: $159

Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less Writing and filing a Formal Protest, including required information Alternative Dispute Resolution options available to clients Negotiation and time limitations Preparing and submitting a Tax Court petition to preserve a client’s rights

Surgent's Select Estate and Life Planning Issues for the Middle-Income Client

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Online

4.00 Credits

Member Price: $159

Changes to the lifetime estate tax exemption in light of proposed regulations SECURE 2.0 updates More than 20 documents that should be reviewed that are neither a will nor trust Provisions you need in a will Trusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Realistic retirement goals Developments relative to estate tax, and the implications for planning

Excel for Accounting Professionals Session 6: List Comparisons and Indenting

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Online

2.00 Credits

Member Price: $118

Mergers & Acquisitions: Tips and Speed Bumps to Avoid

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Online

2.00 Credits

Member Price: $79

Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations

Why Cybersecurity Matters to CPAs

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Recent cybersecurity attacks, their implications, and how weak cybersecurity controls enabled their successSpecific cybersecurity controls that help prevent fraud and support data integrity of financial reportsHow an effective cybersecurity program is needed to reduce losses, prevent fraud, avoid reputational damage, and protect critical data assets

2024 Not-for-Profit Accounting Update

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Online

4.00 Credits

Member Price: $129

NAC CECL Leases

Ethics: What a CPA in Public Practice Needs to Know

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Online

2.00 Credits

Member Price: $89

Ethics for Members in Public Practice: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Eleven Rules for Members in Public PracticeThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Discussions: Members in Public Practice

New Quality Management Standards: Resources - Expectations for Firms and Engagement Partners

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Online

1.00 Credits

Member Price: $71

Quality management Peer review Audits Risk assessment

2024 Performance Auditing Made Easy

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Online

1.50 Credits

Member Price: $79

Performance audit standards Performance audit types Performance audit objectives

Money Laundering Awareness for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics

Building Your Personal Net Worth: Invest in Your Future

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Online

2.00 Credits

Member Price: $79

Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs

Excel - Two Must Know Features: Defined Names & Tables

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Using Defined Names in formula creationLearning how Defined Names can lead to more accurate spreadsheetsStructured calculations in Excel Tables

IRS Penalties and Abatements

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Online

2.00 Credits

Member Price: $79

Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options

Resolving Ethical Conflicts

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Online

2.00 Credits

Member Price: $79

Standards and techniques for resolving ethical conflict How to have a conversation about a tough issue without having it destroy the relationship What to do when talking fails