CPE Catalog & Events
Preparing Quality of Earnings Analysis 2024
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Online
3.00 Credits
Member Price: $129
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Uses of a Quality of Earnings Report Information needed to prepare the report Overlapping enterprise valuation concepts Various adjustments to "as reported" EBITDA
Speaking For Impact
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Online
4.00 Credits
Member Price: $129
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Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock
2024 Guide to Preparing Form 1041 for Estates and Trusts
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Online
4.00 Credits
Member Price: $129
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Current rates and brackets Calculating a trust's AGI Filing requirements, deadlines and penalties 3.8% Medicare surtax on net investment income (NII) Simple vs. complex trusts Grantor Trusts: Four options to report activity Section 643 (g) Election Taxable income of trusts, estate and beneficiaries
2024 Partnerships and S Corporations: How to Calculate Basis
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Online
4.00 Credits
Member Price: $129
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Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside” basis determination 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
Lease Accounting for Lessees Under ASC 842 2024
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Online
1.00 Credits
Member Price: $49
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Summary of key changes from ASC 840 to 8422 Technical requirements of ASC 842 Impact on lessees Impact of COVID Disclosure requirements
2024 FASB Update and Review
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Online
2.00 Credits
Member Price: $79
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Review of FASB updates that will affect near-term reporting Identify future topics that may soon be addressed by the FASB
Leadershift Ethics: Things Must Change!
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation
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