CPE Catalog & Events
Surgent's Artificial Intelligence for Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $99
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What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management
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
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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 Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
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Online
4.00 Credits
Member Price: $159
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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
The CFO Who Went to Prison
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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:The importance of valuesIdentifying successEthical dilemmasMitigation strategiesCreating tools to help make better decisionsPersonal accountability strategies
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
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Online
1.00 Credits
Member Price: $39
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What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
Surgent's Building Your Personal Brand
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Online
1.00 Credits
Member Price: $79
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The relevance of brand vs. reputation Key components of a personal brand Breaking down the who, what, where, when, why, and how of creating a personal brand
Social Media: The Bare Necessities
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Online
1.00 Credits
Member Price: $39
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Communication Social Media Marketing Publicity Public Relations Business Strategy
Audit Risk Assessment in Plain English
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Online
2.00 Credits
Member Price: $79
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Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment
2024 The New AICPA Statements on Standards for Tax Services
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Online
2.00 Credits
Member Price: $79
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Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
Audit 502: The Art of Discipline and Getting Things Done
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Creating a culture of disciplineProject and time management best practicesAvoiding common time wastersTips for both getting, and staying, organizedManaging stress for yourself and othersManaging productive meetings
Business Writing Series: 10 Principles of Effective Email 2024
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Online
2.00 Credits
Member Price: $89
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Email management Email etiquette and tone Business writing
Surgent's Going Out on Your Own: Entity Types and Accounting Methods
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Online
2.00 Credits
Member Price: $99
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Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations – S vs. C Double taxation
Surgent's Implementing Subscription Pricing to Your Practice
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Online
2.00 Credits
Member Price: $119
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The basics of subscription pricing Pricing strategies, with an eye toward a modern model for your business How to implement subscription pricing The need to look back and assess the financial impact of the implementation How to manage customer retention The optimum subscription pricing for your business
Surgent's Raising Financially Capable Children
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Online
2.00 Credits
Member Price: $99
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Discussion of the importance of a financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards
Surgent's Schedules K-2 and K-3: Preparation of Forms
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Online
2.00 Credits
Member Price: $99
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How to read and complete Parts II and III for Foreign Tax Credit Practical tips on how to tackle Parts IV and IX for corporate partners How to correctly fill out Parts X and XIII for foreign partners Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms
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: $169
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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
Become Rich Without Selling Your Soul
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Online
4.00 Credits
Member Price: $129
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How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track
The Competent Accountant - Mastering the Role of the Controller/ CFO
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Online
4.00 Credits
Member Price: $129
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Business Management Organization
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Online
1.00 Credits
Member Price: $39
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The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.