CPE Catalog & Events
Webcast: S Corporations: Qualification Requirements 2024
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Webcast
1.0 Credits
Qualified shareholder requirement Trusts as shareholders Estates as shareholders Qualified tax exempt shareholders Tax planning ideas to accommodate economic investments by disqualified investors Special rules for counting the number of shareholders One class of stock requirement Indirect preferences creating risk of failing one class of stock requirement Disqualified corporations Making an effective S corporation election Relief for late or defective elections Inadvertent termination relief for involuntary terminations
Webcast: Surgent's Going Concern Accounting and Reporting Considerations
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Webcast
2.0 Credits
Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and non-attest services New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty?
Webcast: Surgent's Handling Difficult People
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Webcast
2.0 Credits
Problem solving step process for handling difficult people Effective communication techniques including active listening and phraseology Scripting what you say to prepare to engage with a difficult person Emotions and their impact: mine and theirs
Webcast: CyberPsychology: Conquering Insider Threat 2024
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Webcast
4.0 Credits
Exploiting control gaps and control weaknesses Psychological tactics used in attacks A review of robust controls Data access observables, changes in network patterns A review of the audit, HR, IT and management relationships Proactive approaches to recognize evolving risks and avoid breaches
Webcast: Dealing With IRS Appeals 2024
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Webcast
8.0 Credits
Opportunities for appealing IRS actions Preparing the case for an appeal Best strategies for handling appeals Alternate dispute resolution options before and after the appeal Appeals of collection and penalty determinations Understanding state appeals for income, sales and employment taxes
Webcast: Estate Planning: A Comprehensive Overview 2024
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Webcast
8.0 Credits
Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem
Webcast: Preparation, Compilations and Reviews-A Practical Workshop 2024
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Webcast
8.0 Credits
Preparation, Compilations and Reviews
Webcast: Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 2024
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Webcast
2.0 Credits
Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q Qualified Conservation Easements, Schedule U Making Sec. 6166 election and using Graegin loans
Webcast: Tax Elections: Beware of the Minefield 2024
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Webcast
2.0 Credits
Tax elections for various entities Tax elections relevant for accounting matters Tax elections involving special items
Webcast: Operations Level Internal Control 2024
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Webcast
4.0 Credits
An overview of controls that drive procedures Considerations for Procedural Control Development Understanding and controlling risk that arises when organizations change
Webcast: Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations
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Webcast
4.0 Credits
Overview of ASC 326, Credit Losses Application of ASC 326 to non-lending institutions CECL transition and disclosures Audit considerations related to the adoption and ongoing accounting for CECL
Webcast: Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act
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Webcast
2.0 Credits
Definitions of key terms under the FMLA, including covered employer, eligible employee and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a "disability" under ADA An employer's obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don'ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act
Webcast: Health Insurance Planning 2024
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Webcast
4.0 Credits
The interrelationship of health, happiness and financial well-being Tax planning for health care costs The failures and successes of the Affordable Care Act Medical insurance terminology, alternatives and strategies for selecting the best option The pros and cons of health savings accounts
Webcast: K2's Microsoft 365/Office 365 - All The Things You Need To Know
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Webcast
8.0 Credits
Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
Webcast: FASB Update: What's New? April 2025
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Webcast
1.5 Credits
FASB's current activities ASUs issued Workplan agenda
Webcast: Senior Healthcare Strategies 2024
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Webcast
4.0 Credits
The interrelationship of health, happiness and financial well-being Traditional long-term care insurance, hybrid strategies, or self insure? Medicare Parts A, B, Cand D and Medigap plans Incapacity, elder law, Medicaid and choosing a long-term care facility Hospice and palliative care
Webcast: Hybrid Remote Life: It's Not Going Anywhere 2024
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Webcast
1.0 Credits
Leadership Management of an Accounting Practice Personnel The Hiring and Onboarding process Managing a Remote Team
Webcast: Managing a Hybrid Workforce 2024
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Webcast
1.0 Credits
Leadership Development Management