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The Controllership Series - The Future Role of the Controller Part 1

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Online

1.50 Credits

Member Price: $79

Accounting and Finance

How to Choose the Right Business Entity for Your Client

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Online

2.00 Credits

Member Price: $109

Recent tax legislation and developments related to choice of entity - such as sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations Impact of the Section 199A deduction Ramifications of the C to S election and the S to C election; Corporate tax rate to individual tax rate comparison examples Other related topics

Inventory, Expense and Payroll Fraud

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Online

2.00 Credits

Member Price: $109

Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees

Global Internal Audit Standards (GIAS) Domain V - Part 1

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Online

2.00 Credits

Member Price: $109

Internal Audit Internal Controls Standards Institute of Internal Auditors

Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto

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Online

2.00 Credits

Member Price: $89

Major topics covered in this course include:What starts a government investigation for white-collar crime?What is an indictment?What is extradition?What are pre-trial proceedings?What is a mitigation strategy?What is a plea agreement?What is discovery in a criminal case?What factors influence a sentence in a white-collar crime?What collateral consequences follow for people convicted of business-related crime?

Surgent's Strategies for Maximizing Social Security Benefits

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Online

2.00 Credits

Member Price: $99

When is a person eligible to take Social Security benefits? Factors to consider when selecting an option for taking Social Security benefits Is there a best age to start taking Social Security benefits? How to maximize Social Security benefit payments for surviving spouses How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? How minor children can collect Social Security benefits based on the work record of an older parent

Surgent's Basis Shifting: Final Regulations

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Online

4.00 Credits

Member Price: $159

What is a transaction of interest? Reporting transactions of interest on Form 8886 Why make a Section 754 election? Adjustments under Sections 743(b), 734(b), and 732 Applicable threshold amounts for reporting What is a basis shift? Who is a material advisor and why is that status important? Section 755 rules for allocating the Section 743(b) and Section 734(b) basis adjustments Transfers of a partnership interest on death What is a substantially similar transaction? Who is a “tax-indifferent” party in a partnership?

Surgent's Federal Tax Update

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Online

4.00 Credits

Member Price: $159

Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Effective Coaching Strategies for High Performance

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Online

4.00 Credits

Member Price: $159

Coaching Effective Communication Problem Solving Use of AI as a coaching tool

Leading and Managing the Accounting Department

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Online

4.00 Credits

Member Price: $159

Accounting Leadership Management

Exploring the New Lease Accounting Standard

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates

Forensic Accounting: Court Approved Methods of Proof

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:The role of methods of proof in forensic accounting.The various types of methods of proof approved by the courts.The weakness and strengths of the methods of proof.The formulas in calculating methods of proof.Applying the formulas in various circumstances.

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

Performance Management

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Online

1.00 Credits

Member Price: $59

Setting and resetting performance expectations On-the-spot counseling Addressing erratic performance Drafting and presenting performance appraisals

SAS 145: Modern Risk-Based Auditing

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Online

2.00 Credits

Member Price: $109

Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements

The Three Million Dollar Ribbon

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Online

2.00 Credits

Member Price: $109

Internal Controls Fraud Prevention Fraud Detection Fraud Investigation

Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business

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Online

3.00 Credits

Member Price: $149

Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and using the residual method Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock

Data & Predictive Analytics & Business Intelligence for Controllers/CFOs

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Online

4.00 Credits

Member Price: $159

DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.

Controls to Secure the Growing Digital Footprint

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Online

4.00 Credits

Member Price: $149

The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices

Partnership Essentials: Review & Update

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Online

4.00 Credits

Member Price: $159

Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts  Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts