CPE Catalog & Events
Surgent's What CPAs Should Know About Trust Instruments
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Online
2.00 Credits
Member Price: $99
Legal definitions & principals involving estates & trusts Basic principles regarding property ownership Types of trusts commonly used Trust accounting fundamentals Certain clauses that are important to understand Formula valuation clauses Requirements for a trust to be a qualified designated beneficiary of an IRA Using IRD to fund charitable bequests
Surgent's Preparation and Compilation Engagements Under the SSARS
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Online
4.00 Credits
Member Price: $159
Relevant sections of SSARS No. 21, Clarification and Recodification Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24 Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements SSARS No. 21 implementation issues and peer review feedback
Surgent's Successful Communication
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Online
4.00 Credits
Member Price: $159
The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions Action plan to apply techniques in the workplace for communication success
Financial Accounting for Related Party Transactions
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:FASB codification provisions for transactions with related parties, including business owners and special purpose entities.Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities.Review the tax accounting related taxpayer standards.Real-life examples applying the various authoritative standards. Consequences of failing to comply with the standards.
QuickBooks - Know the Right Version for Your Client
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Online
2.00 Credits
Member Price: $89
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
Surgent's Annual FASB Update and Review
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Online
4.00 Credits
Member Price: $159
Private company standard setting activities Recent FASB Accounting Standards Updates (ASUs) Topic 842, Leases ASC 326: CECL
Surgent's Select Estate and Life Planning Issues for the Middle-Income Client
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Online
4.00 Credits
Member Price: $159
Changes to the lifetime estate tax exemption in light of proposed regulations SECURE 2.0 updates More than 20 documents that should be reviewed that are neither a will nor trust Provisions you need in a will Trusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Realistic retirement goals Developments relative to estate tax, and the implications for planning
Employment Law 101
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Online
1.00 Credits
Member Price: $39
Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
Financial Acumen for the HR Professional
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Online
1.00 Credits
Member Price: $39
Financial Statement Insight Trend Analysis Financial Benchmarks
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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Online
2.00 Credits
Member Price: $79
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
Audit 504: Making Rain - Success with Clients and Prospects
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Continued marketing to existing clientsHow to better connect with existing and prospective clientsMotivating prospective clients to engage with your firmMethods for building value perceptions with existing and prospective clientsDifferentiating your firm from the competition, including translating features into benefitsHandling objections and closing a sale
Business Writing Series: 10 Principles of Effective Email 2024
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Online
2.00 Credits
Member Price: $89
Email management Email etiquette and tone Business writing
FASB Update: What's New? October 2024
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Online
1.50 Credits
Member Price: $49
FASB's current activities ASUs issued Workplan agenda
Transition from SSAE 16 to SSAE 18
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Online
1.00 Credits
Member Price: $45
SSAE 18 Intent Impact of Change Subservice Organization Modifications of SSAE 18 Monitoring Risk Assessment Complimentary Controls Evidence
Aligning Analytics to COSO's Fraud Risk Management Principles
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Online
1.00 Credits
Member Price: $39
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
Reporting the Results of a Fraud Investigation
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Written reports and supporting documentationMethods of presenting evidence to help non-accountants understand the numbersEvaluating reports of opposing expertsResponding to a motion in limine or Daubert challenge as an expert witnessCommon lines of questioning for financial expertsPreparing for deposition and trialEffectively testifying at deposition and trial
The Social Media Blueprint for Accounting Firms
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:An overview of the key social media platforms that accounting firms should consider as part of their overall social media strategy.Current trends in lead generation using social platforms.Specific tactics for social media as part of your ongoing marketing, recruitment, and new business development efforts.
Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today
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Online
4.00 Credits
Member Price: $159
Lessons learned (and lessons remaining) from the implementation of FASB ASC 842, Leases, and ASU No. 2020-07 related to contributions of nonfinancial assets Solving contribution conundrums (e.g., conditional contributions, restricted contributions, contributed services, and etc.) Additional issues in not-for-profit financial reporting
How AI Is Automating Internal Control
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Online
4.00 Credits
Member Price: $149
The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Surgent's Advanced Individual Income Tax Return Issues
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Online
8.00 Credits
Member Price: $279
New issues for the current year tax return and §199A Installment sales — understanding the complicated issues Form 8582: Passive losses with carryovers — Complicated case with filled-in forms Puts, calls, straddling, and unusual investments — Understanding the tax laws and reporting them correctly on the tax return Capital gain and loss issues — The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more… At-risk rules: What a return preparer really needs to know Passive loss issues — You can't just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right! Incentive and nonqualified stock options — Reporting; key strategies for planning; dealing with the alternative minimum tax Alternative minimum tax — Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client Form 6251: Detailed calculation example