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CPE Catalog & Events

Showing 12854 Webcasts Results

Surgent's Real Estate Taxation: Critical Considerations

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Online

4.00 Credits

Member Price: $159

The impact of recent tax legislation on the real estate industry Depreciation and recapture Determining the basis when acquiring real estate Passive activity losses Calculation of gain or loss on sale of real estate Rental operations Installment sales

Partnership & S Corporations: How to Calculate Basis

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Online

4.00 Credits

Member Price: $159

Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts; Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting Comprehensive examples to illustrate the mechanics of the basis determination process

Accountants and Malpractice: Can We Get Sued for This?

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.

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

IFRS vs. US GAAP - Major Accounting Differences

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Online

2.00 Credits

Member Price: $109

Explore major differences in the design and structure of IFRS vs. U.S. GAAP Discover significant differences in financial statement presentation and disclosure principles, including: Periods required to be reported Interim financial reporting Debt classification, and more Recognize significant differences in initial recognition and subsequent measurement standards, including: Consolidation Equity method investments

Surgent's Social Security: Dispelling Common Myths with Essential Truths

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Online

2.00 Credits

Member Price: $119

Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!

Surgent's Update on the SECURE 2.0 Act

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Online

2.00 Credits

Member Price: $99

Automatic enrollment requirements for 401(k) plans Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62, and 63 Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Improving coverage for part-time workers Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule

Current Nonprofit Fraud Trends

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!

KPI Bootcamp for Small Businesses

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Online

5.00 Credits

Member Price: $189

Turning strategy into KPIs KPI shortlisting and selection KPI definition KPI implementation KPI deployment

Ethics of AI: A CPA's Guide

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Online

2.00 Credits

Member Price: $89

The major subjects that will be covered in this course include:A primer on AI technology applications in the accounting professionEthical dilemmas that originate from the use of AI by CPAsPractical guidelines for using AI technology ethicallyStep by step guide for creating an AI usage policy for your organizationReview of a variety of reference materials to assist you in using AI ethically

Partnership Checkup: Tax Issues & Forms Reporting

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Online

4.00 Credits

Member Price: $159

Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Impact of contributed property Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process Discusses how S corporation losses impact Form 1040 Schedule E reporting How to get from the Schedule K-1 information to the basis calculations

HR Investigations - Episode 2 - Interview Techniques

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Online

2.00 Credits

Member Price: $109

Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results

Bumper Sticker Ethics v. Professional Ethics

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Introduction: "Bumper Sticker Ethics" Thinking About Ethics:  Digging a Little DeeperCompare: Principles of Professional Ethics in AccountingCase Study: Frank v. Dana Corp.Conclusion: The Conceptual Framework as an Ethics Resource

Risk Is Increasing - and Risk Management Is Evolving

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Online

1.00 Credits

Member Price: $75

Risk management Value stream and Plus/Delta techniques Cyber risks Black Swan events

Tax Procedure

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Online

2.00 Credits

Member Price: $109

Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction

Hot Topics Accounting Update

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.

The Controllership Series - Financial Statement Preparation

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Online

2.60 Credits

Member Price: $119

Accounting Finance Financial Statement Preparation

Surgent's Representing a Client in an IRS Audit

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Online

3.00 Credits

Member Price: $149

Substantially increased IRS funding provided by the Inflation Reduction Act IRS test program in 2024 to determine if it should prepare tax returns Using improved data and analytics to tailor timely collections contacts Auditing large corporations and partnerships Audits of high income and high net worth individuals Information Document Requests What happens when a client agrees or disagrees with the IRS’s audit findings The Dirty Dozen: roadmap to IRS audit issues

Surgent's Business Law for Small Business Owners

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Online

4.00 Credits

Member Price: $159

Contract principles Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Real property law

2025 Accounting & Auditing Update for Small Businesses

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Accounting Standards Updates (ASUs) that are most likely to impact small businesses.ASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs.Audit standards that small business auditors will need to implement.