CPE Catalog & Events
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
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Online
8.00 Credits
Member Price: $279
Preparation of a reasonably complicated Form 1120, “U.S. Corporate Income Tax Return,” from trial balance to completed return The importance of Schedule M-1, including adjustments in reconciling book income to tax income and items staff may look for on all business returns New tax-planning strategies for depreciation deductions, including changes to §179 and first-year depreciation under §168(k) as a result of new tax legislation Methods of accounting In-depth analysis of Form 4797 dealing with depreciation recapture Deductible expenses, including rules on meals and entertainment Section 163(j) Computation of tax liability Overview of common business deductions – deductibility and Schedule M-1 How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern And more!
ChatGPT for Accountants: 50+ Use Cases
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Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
Consulting Services Secrets
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Online
1.00 Credits
Member Price: $59
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
Two Types of Goals You Need to Be Successful
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Online
1.00 Credits
Member Price: $109
Common obstacles to goal achievement The limitations of SMART goals Characteristics of effective outcome goals Process Goals: The Roadmap to Achievement Integrating Outcome and Process Goals for Maximum Impact
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online
1.20 Credits
Member Price: $59
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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Online
1.00 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
White-Collar Crime: What Every CPA Should Know
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Online
2.00 Credits
Member Price: $109
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
Cost and Pricing Models: Boost Your Bottom Line
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Online
2.00 Credits
Member Price: $109
Cost Accounting Activity-based Costing
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
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Online
2.00 Credits
Member Price: $99
Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations
Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships
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Online
2.00 Credits
Member Price: $99
Tax rules governing liquidation of a partnership or S corporation Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S corporation liquidation/partnership liquidation Tax impact on the pass-through entity when the entity is liquidated Receipt of corporate liabilities in an S corporation distribution Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution Tax issues associated with a partnership distribution of noncash properties in a liquidation Compliance requirements on the occasion of a liquidation of a corporation or a partnership
Surgent's Taxation of the Mobile Workforce
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Online
2.00 Credits
Member Price: $99
What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out of state employee?
Preparing and Reviewing Workpapers for Higher Quality Audits
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Online
4.00 Credits
Member Price: $159
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards
Expand Your Analytical Toolbox More Tools for Success
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Online
4.00 Credits
Member Price: $159
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
Not Just Your Everyday FASB Update
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Online
4.00 Credits
Member Price: $159
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
Estate and Financial Planning for the Older Client
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Online
8.00 Credits
Member Price: $275
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Defining Where and Why Internal Controls are Needed
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations
The Psychology of Fraud
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Online
1.50 Credits
Member Price: $79
Fraud Fraud Triangle
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
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Online
2.00 Credits
Member Price: $109
Forensic Accounting Accounting Auditing Finance
Ethics: How to Give and Receive Criticism the Right Way
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way