CPE Catalog & Events
Webcast: Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Webcast
1.0 Credits
Emotions Relationships Emotional Intelligence Communication
Webcast: The ABCs of Advisory Services
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Webcast
2.0 Credits
Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning) Changes in the landscape of a tax practitioner’s practice The bridging of services Getting started – Where do your clients fail? Understanding the primary planning issues for all clients Estate and Gift issues Traps, pitfalls, and tips in planning Practical steps in establishing a tax advisory and wealth management services practice Domicile issues
Webcast: Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax Free Distributions
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Webcast
2.0 Credits
Funding options for Roth accounts 529 plans to Roth IRAs Backdoor Roth strategies The new Roth SEP and Roth SIMPLE IRAs Roth 401(k) contribution rules The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth 401(k)s and Roth IRAs Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans The risky recapture of the 10% penalty How the ordering rules work and when they apply FIFO rules for Roth IRAs Case studies and cheat sheets to reinforce concepts
Webcast: Surgent's Raising Financially Capable Children
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Webcast
2.0 Credits
Discussion of the importance of 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, crypto, and financial fraud
Webcast: Surgent's Tax Loss Limitations Imposed on Individuals and Pass-Through Entities
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Webcast
3.0 Credits
How to calculate a partner or S corporation shareholder’s basis Form 7203 and an S corporation shareholder’s basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation
Webcast: Contract and Procurement Fraud
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Webcast
2.0 Credits
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
Webcast: Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
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Webcast
4.0 Credits
Why customer service is not just having nice people; it is truly serving the customer Analysis of the value of the customer to compare it to various costs creating an ROI How to develop a compliance program that adds value to the customer A hard look at several companies and industries that have mastered the dual objectives How recent developments have affected compliance and customer service
Webcast: Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Webcast
4.0 Credits
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit
Webcast: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update
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Webcast
8.0 Credits
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Webcast: Surgent's How to Effectively Represent Clients Under IRS Audit
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Webcast
2.0 Credits
Why the IRS selects a tax return for audit What happens when the taxpayer disagrees with the results of the audit IRS employees who interact with taxpayers during an audit FATCA audits Types of IRS examinations Potential IRS audit outcomes Substitute for returns Large Partnership Compliance Program IRS’s shift in audit strategies Responding to IRS Notices online Audits of high income and high net-worth individuals The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships IRS Letters of Concern
Webcast: Surgent's Virtual Currency: Keeping Up With the Tax Code
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Webcast
2.0 Credits
Overview of virtual currency Property transactions with virtual currency Receiving virtual currency as payment Paying using virtual currency Charitable donations with virtual currency Gifting of virtual currency Form 8300 reporting
Webcast: Surgent's Social Security: Dispelling Common Myths with Essential Truths
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Webcast
2.0 Credits
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!
Webcast: Compensation Fundamentals and Pay Transparency: Driving Fairness & Engagement
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Webcast
1.0 Credits
Compensation
Webcast: Surgent's Controllership Skills Update: Mergers, Acquisitions and Alliances
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Webcast
2.0 Credits
Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don’ts Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results
Webcast: Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
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Webcast
2.0 Credits
Obligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP)
Webcast: Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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Webcast
2.0 Credits
Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning
Webcast: Rewards & Recognition Strategies for Leaders
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Webcast
1.0 Credits
Leadership Recognition Total Rewards Employee Engagement
Webcast: Surgent's A Complete Guide to Form 1099-K
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Webcast
2.0 Credits
What Form 1099-K is designed to do Filing thresholds for the Form 1099-K Who sends and who receives Form 1099-K Form 1099-K reporting thresholds Personal payments from family and friends Personal items sold at a gain or a loss Reporting provisions for gig workers, partnerships, and corporations Mistaken receipt of a Form 1099-K What to do when the Form 1099-K has a mistake Situations when the gross amount on a Form 1099-K must be shared How to handle the receipt of multiple Forms 1099-K
Webcast: Surgent's Skills to Enhance Personal and Professional Networks
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Webcast
2.0 Credits
The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies
Webcast: The Controllership Series - The Controller's Skillset
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Webcast
1.0 Credits
Accounting Finance Skills