CPE Catalog & Events
Surgent's Raising Financially Capable Children
-
Online
2.00 Credits
Member Price: $99
See more dates
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
-
Online
2.00 Credits
Member Price: $99
See more dates
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
-
Online
3.00 Credits
Member Price: $169
See more dates
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
-
Online
4.00 Credits
Member Price: $129
See more dates
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
-
Online
4.00 Credits
Member Price: $129
See more dates
Business Management Organization
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
-
Online
1.00 Credits
Member Price: $39
See more dates
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.
A Better Way to Choose Your KPIs
-
Online
1.00 Credits
Member Price: $39
See more dates
KPIs Performance measures Metrics
Giving Feedback that Delivers Results
-
Online
1.00 Credits
Member Price: $39
See more dates
Communicaiton Performance Reviews Feedback Management Leadership
Common Audit and Financial Reporting Deficiencies in State and Local Governments
-
Online
2.00 Credits
Member Price: $79
See more dates
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Sustainability: Doing Well by Doing Good
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics covered in this class include:Triple bottom lineSustainable business practicesincorporating sustainability into every business decision
10 Ways to Create Delighted Clients and More Referrals
-
Online
4.00 Credits
Member Price: $129
See more dates
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
New Mergers & Acquisitions: Tricks, Traps, & Terrors
-
Online
4.00 Credits
Member Price: $129
See more dates
Business Management Organization
2024 Fiduciary & Tax Accounting Guide for Estates and Trusts
-
Online
4.00 Credits
Member Price: $129
See more dates
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Estates & Trusts tax bracket Form 1041 - Schedule I Filing requirements Section 645 Election Estimated taxes
SAS 134: Exploring the New Audit Report
-
Online
1.00 Credits
Member Price: $55
See more dates
The major topics covered in this class include:Examples of current public company audit reportsImplications of SAS No.134Exploration of illustrative audit report examplesPotential communication of Key Audit Matters (KAMs)
2024 Accounting Update in a Post COVID-19 World
-
Online
2.00 Credits
Member Price: $79
See more dates
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Exploring liquidity options Accounting tools and techniques for supporting managerial decisions Engagement and workforce management
Digging Deep with Excel Pivot Tables
-
Online
1.00 Credits
Member Price: $55
See more dates
The major topics covered in this course include:Data preparation and cleansingPivot table creationPivot table customizationNavigating Excel’s PivotTable Analyze tab
Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
-
Online
2.00 Credits
Member Price: $99
See more dates
Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules
Synchronize Your Files to the Cloud with SharePoint -Updated
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes
Surgent's Understanding and Testing Control and Compliance in a Single Audit
-
Online
4.00 Credits
Member Price: $159
See more dates
The essential internal control concepts applied in a single audit How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit How the auditor plans and performs tests of compliance in a single audit The identification and reporting of control and compliance findings