CPE Catalog & Events
Comprehensive Partnership Taxation Form 1065 2024
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Online
8.00 Credits
Member Price: $299
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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
Auditing Standards: A Comprehensive Review 2024
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Online
16.00 Credits
Member Price: $589
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Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
Audit 307: Client and Profitable Engagement Management
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Importance of quality control on auditsWhy engagement budgets are not used, and how to overcome the barriers to successDetermining useful budget amounts to use as a toolBetter engagement scheduling tips for improved efficiencyMaking sure the client is ready on the first day of the auditDelegating for professional development and leveraging audit hoursHandling difficult delegation scenariosBetter engagement wrap-up tips and techniques
Surgent's Annual Accounting and Auditing Update
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Online
8.00 Credits
Member Price: $299
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Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters
A Coach Approach to Feedback: How To Have an Action Oriented Conversation
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Online
2.00 Credits
Member Price: $79
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Feedback
QuickBooks - Know the Right Version for Your Client
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include: Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete oneWhat are the questions to ask your client that will also assist in determining which is better - QuickBooks Desktop or QuickBooks OnlineA deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisonsThe challenges of converting between versionsA look at what's new for 2020 in both Desktop and Online
Practical Insights Gleaned from the AICPA's Code of Conduct
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Evolution of relevant professional guidance Independence provisions Vernacular used in the AICPA Code of Professional Conduct Conflicts of interest Offering/accepting gifts or entertainment Acts discreditable to the profession
Connected Leadership: Foster and Retain an Engaged Team
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Online
2.00 Credits
Member Price: $79
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Leadership
Surgent's Excel Shortcuts for Accountants
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Online
2.00 Credits
Member Price: $99
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Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Surgent's Make Resilience Work for You - An Accounting Leader's Guide to a Holistic Approach for Managing Teams
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Online
2.00 Credits
Member Price: $99
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Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes
Surgent's Time Management for Professionals
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Online
2.00 Credits
Member Price: $99
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Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan
Surgent's What Tax Practitioners Need to Know About Medicare
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Online
2.00 Credits
Member Price: $99
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Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Online
4.00 Credits
Member Price: $159
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Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Online
4.00 Credits
Member Price: $159
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Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit
Business Tax Update: Recent Developments
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:2021/22 legislation impacting business taxpayersExtenders legislation updateMeals and entertainment expense reportingPartnership and S corporation updateIncome and deductions
Common Financial Statement Disclosures
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements
Audit 308: Audit Reporting and General Audit Procedures
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Common reasons for modifying audit opinionsEmphasis-of-matter or other-matter explanatory paragraphsGeneral audit procedures to identify relevant transactions and events impacting financial statement presentation and disclosureDrafting relevant general footnotes, such as related party transactions, subsequent events, loss contingencies, and moreImproving the footnote drafting process
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Member Price: $79
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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
Business Writing Series: Writing and Revising for Maximum Impact 2024
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Online
2.00 Credits
Member Price: $89
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Business writing Practice development Editing Coaching others to write well
Surgent's Schedules K-2 and K-3: Filing Requirements
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Online
2.00 Credits
Member Price: $99
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IRS goals in requiring these schedules Detailed discussion of the domestic filing exception for 2023 tax year Filing requirements and exceptions for every part of Schedules K-2 and K-3 Examples based on client situations encountered in practice