CPE Catalog & Events
Webcast: Fundamentals of Outbound US Rules of International Taxation 2024
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Webcast
4.0 Credits
The US Taxing Jurisdiction Sourcing Rules Foreign Tax Credits Subpart F Global-Intangible Low-Taxed Income Passive Foreign Investment Companies IC-DISCs
Webcast: Advanced Personal Financial Planning Update 2024
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Webcast
8.0 Credits
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care Debt management, including reverse mortgages and education financing Insurance and investments from a life-planning perspective Income tax legislation, cases and rulings Estate and trust planning strategies
Webcast: World Class Cost Accounting: A Practical Application 2024
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Webcast
8.0 Credits
Tracing direct costs to products Substantially reduce MFG overhead Embed ABC in MFG cost systems
Webcast: Surgent's Use the Data Model to Build More Powerful PivotTables
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Webcast
2.0 Credits
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
Webcast: International Taxation 2024
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Webcast
2.0 Credits
Income tax treaties Residence tests Effectively connected income FDAP and FIRPTA withholding Avoiding transfer taxation of foreign investors Pre-immigration tax planning
Webcast: K2's Backups Done Right
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Webcast
2.0 Credits
List the significant backup approaches Identify areas of critical weakness or threats in your backup and recovery systems List all critical and non-critical applications and establish their order of recovery Differentiate between backup solutions based on their features and benefits
Webcast: Forensic Accounting 2024
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Webcast
4.0 Credits
Forensic Accounting Family Law Business Valuations Economic Damages Fraud Financial Investigations
Webcast: How to Manage Your CPA Practice 2024
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Webcast
4.0 Credits
Client management Employee management Pricing models Partner management
Webcast: Surgent's Management Fundamentals
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Webcast
4.0 Credits
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
Webcast: The Power of "Why" 2024
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Webcast
3.0 Credits
The importance of "Why" Linking cause and effect Keeping Freddy P. Softy away from your door The 5-15 Report The Doorway to Creativity Why Leadership and Personal Growth Three cases
Webcast: Fundamentals of Inbound US Rules of International Taxation 2024
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Webcast
4.0 Credits
Withholding on dividends, interest, rents, royalties and compensation Withholding rules on foreign investment in US Real Estate 163(j) and Base Erosion Anti-abuse Tax restrictions on repatriation Foreign Persons with a US Trade or Business Taking advantage of tax treaties Tax-Advantaged Transfer Pricing IRS Audit Tools for Foreign-Owned Corporations
Webcast: K2's Technology For CPAs - Don't Get Left Behind
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Webcast
8.0 Credits
Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC
Webcast: Surgent's The Accountant as the Expert Witness
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Webcast
2.0 Credits
Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation and professional liability cases Credibility as a witness
Webcast: S Corporations: Distributions, Stock Basis and Loss Limitations 2024
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Webcast
2.0 Credits
Details of the stock basis adjustments when an S election is effective Rules that characterize distributions to S corporation shareholders either as potential stock basis reductions or dividend income Definition of "accumulated adjustment account" (AAA) Special rule when there is a "net negative adjustment" The rule limiting losses to stock and shareholder loans to the corporation The tax complications related to using shareholder loans to the corporation to deduct losses The basis adjustment ordering rules when there are losses and distributions in the same taxable year Tax planning opportunities and strategies
Webcast: Surgent's Successfully Completing an Estate Tax Return -- Form 706
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Webcast
2.0 Credits
Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the "portability" rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues
Webcast: Surgent's Tax Research
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Webcast
2.0 Credits
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Webcast: Protecting Digital Data: More Important Now Than Ever Before 2024
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Webcast
4.0 Credits
Securing individual documents Protecting information resident in the Cloud Securing data stored on or accessed by mobile devices
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: Surgent's Accountability: Stop the Blame Game
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Webcast
4.0 Credits
Defining three critical elements: responsibility, empowerment and accountability and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don't do well
Webcast: Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data
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Webcast
2.0 Credits
Automation capabilities of Excel The "Get & Transform" Tool Using "Get & Transform" for flattening, splitting and combining data, unpivoting summarized data and combining CSV exports