CPE Catalog & Events
Webcast: FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
-
Webcast
2.0 Credits
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts Highlights of important concepts included in SASs No. 142-149
Webcast: Surgent's Inventory Management, Control and Analysis: Best-in-Class Tools to Achieve Success
-
Webcast
4.0 Credits
Inventory management vs. inventory control Inventory analysis methods and KPIs Top inventory management trends Inventory analysis: methods and KPIs Inventory management trends for retailers Inventory management and supply chain management Top trends in warehouse management Supply chain inventory optimization
Webcast: Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
-
Webcast
8.0 Credits
Audit requirements for ERISA §103(a)(3)(C) audits An annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics Best practices for engagement planning, internal controls, risk assessment, and detailed testing Avoiding common mistakes while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues
Webcast: Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow
-
Webcast
2.0 Credits
How to optimize cash flow Qualitative evaluations: core earnings and sustainable growth Quantitative evaluations: liquidity ratios Increasing customer base vs. payment terms Business cycle and cash Behavioral finance biases Managing head count Other potential areas of excess cost
Webcast: Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests
-
Webcast
4.0 Credits
Types of partnership distributions Liquidating partnership distributions Basis of property distributed by a partnership Special basis adjustments under Section 732(d) Abandoned and worthless partnership interests Section 751(a) exchange Transactions between partners and their partnerships Disguised sales Section 736(a) and (b) payments
Webcast: Introverts Have Real Power, Why Quiet Leaders are So Successful
-
Webcast
2.0 Credits
What are the signs of an Introvert? Why do we seek out extroverts? How do we communicate? Introvert characteristics Secrets of public speaking for Introverts How to help your Introverted child? Playing to an introvert’s strengths
Webcast: Preparing Quality of Earnings Analysis 25-26
-
Webcast
3.0 Credits
Uses of a Quality of Earnings Report Information needed to prepare the report Overlapping enterprise valuation concepts Various adjustments to "as reported" EBITDA
Webcast: Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares
-
Webcast
2.0 Credits
Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules
Webcast: Surgent's Performing an Effective Audit Risk Assessment
-
Webcast
4.0 Credits
Audit process and planning Materiality, performance materiality, and tolerable misstatement Assessing the risk of material misstatement Understanding internal controls and when the auditor must evaluate the design and implementation of internal controls Designing procedures to test the effectiveness of controls Issues noted related to performing substantive procedures Documentation Communication with the Client and Governance
Webcast: Surgent's Recent Changes in Workplace Regulations: Overtime, Non-Compete Agreements and Employee/Independent Contractor
-
Webcast
2.0 Credits
Final Rule - Employee or Independent Contractor Classification Under the FLSA: the multifactor “economic reality” test; What analysis guides whether a worker is an employee or independent contractor under this final rule? Can a worker voluntarily waive employee status and choose to be classified as an independent contractor? Are any of the economic reality factors adopted in this rule more important than others when evaluating a worker’s employment status? How does the final rule explain “extent to which the work performed is an integral part of the employer’s business?” The Federal Trade Commission’s Decision on Non-compete Agreements: impact on new and existing non-competes; treatment and definitional terms for senior executives; definition of a non-compete clause; definition of a “worker” New Overtime Rules: exemptions from minimum wage and overtime pay requirements for executive, administrative, professional, outside sales, and computer employees; increases in the standard level and the highly compensated employee total annual compensation threshold; new mechanism allowing for the timely and efficient updating of the salary and compensation thresholds
Webcast: Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
-
Webcast
2.0 Credits
Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
Webcast: How to Audit Prepaid Expenses
-
Webcast
2.0 Credits
Pre-paid Expenses Auditing Yellowbook
Webcast: K2's Advanced Topics In Power BI
-
Webcast
2.0 Credits
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
Webcast: Surgent's 2025 tax Update for Client Advisory Services
-
Webcast
4.0 Credits
Common tax deadlines and penalties Employee Retention Credit – new developments Beneficial ownership information reporting Bonus depreciation changes Form 1099 reporting and changes Online accounts and IP PINs Virtual currency updates Green energy credit compliance
Webcast: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
-
Webcast
4.0 Credits
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media's place in our organizations
Webcast: Surgent's Excel Budgeting Ideas
-
Webcast
2.0 Credits
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
Webcast: Surgent's Food, Beverage and Entertainment Expensing
-
Webcast
2.0 Credits
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment
Webcast: Understanding the Generation Skipping Transfer Tax
-
Webcast
1.0 Credits
Overview of the GST tax and its policy purpose Direct skips, taxable terminations, and taxable distributions Skip persons and treatment of trusts as skip persons Application of the GST exemption and inclusion ratio Timely, late, and retroactive GST allocations Formula-based exemption allocations Planning strategies for GST tax minimization Filing considerations for Forms 706 and 709
Webcast: Preparing to be a Forensic Accountant - Focus on Digital Forensics
-
Webcast
1.8 Credits
Forensic Accounting Accounting Auditing Finance
Webcast: Managerial Accounting: Your Prescription for Better Decision Making
-
Webcast
4.0 Credits
Target profit and Break-even analysis Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Budgeting