CPE Catalog & Events
Webcast: Nonverbal Communication: The Silent Language of Success 2024
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Webcast
2.0 Credits
Nonverbal communication-Virtual
Webcast: Surgent's Excel: Mastering PivotTables
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Webcast
2.0 Credits
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Webcast: Surgent's Time Management for Professionals
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Webcast
2.0 Credits
Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan
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: Executive Presentation Presence: Speak Up, Move Up 2024
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Webcast
2.0 Credits
Constructing and delivering effective presentations Identifying target audiences Common communication problems Nonverbal communication
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 Lessons Learned From Recent Accounting Malpractice Actions
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Webcast
2.0 Credits
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
Webcast: 2024 Galasso Annual Update for Accountants & Auditors
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Webcast
8.0 Credits
Webcast: Financial Performance Reporting 2024: Changes To Know
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Webcast
4.0 Credits
Reformatted financial statements overview Status of accounting's perfect storm Four cases
Webcast: Federal Tax Update: Individual Form 1040 2024
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Webcast
8.0 Credits
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
Webcast: K2's Excel PivotTables For Accountants
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Webcast
8.0 Credits
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations and working with Power Pivot Analytical techniques available in PivotTables
Webcast: Leases: Miscellaneous Topics 2024
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Webcast
2.0 Credits
FASB ASC 842, Leases All recently released updates to ASC Topic 842, Leases
Webcast: Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
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Webcast
2.0 Credits
SECURE Acts and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The "at least as rapidly" (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax 529 to Roth: who, what, when and how The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax
Webcast: Surgent's Engagement and Client Retention Best Practices
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Webcast
2.0 Credits
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
Webcast: Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate
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Webcast
3.0 Credits
The federal transfer tax exemption for 2023 and 2024 What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent's residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount
Webcast: Monthly Individual Tax Update 2024
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Webcast
1.0 Credits
Individual tax developments coming from Congress, the Treasury Department, the courts and academe. Time-sensitive topics from the past 30 days.
Webcast: Surgent's Mastering Accounting for Income Taxes
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Webcast
4.0 Credits
The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Recent and proposed changes to the accounting and disclosure requirements for income taxes
Webcast: Surgent's Annual Accounting and Auditing Update
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Webcast
8.0 Credits
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda Leases - Topic 842 ASC 326: CECL Review of SAS 142 - Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters
Webcast: Surgent's Mastering Client Management for Accounting and Finance Professionals
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Webcast
2.0 Credits
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Webcast: Basic Concepts of Governmental Accounting & Auditing 2024
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Webcast
8.0 Credits
Governmental environment: cities, counties, special districts and other agencies GASB 34 accounting and financial reporting, including measurement focus, the basis of accounting and f und accounting Governmental auditing issues, including risk assessment and internal controls and compliance GASB Pension and OPEB Standards Update GASB's standards, including GASB No. 87, Leases Review GASB's Exposure Draft on Financial Reporting Model Improvements