CPE Catalog & Events
Webcast: Monthly Individual Tax Update 2024
-
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: Is Your Company a Cult? 2024
-
Webcast
4.0 Credits
Behavioral warning signs for companies that cross the line Case studies for fraud potential in cult-like companies
Webcast: Defining Where and Why Internal Controls are Needed 2024
-
Webcast
2.0 Credits
Control design basics Areas or segments of an enterprise to control Controls to reduce risk Controls to drive operations
Webcast: Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
-
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 COVID-19 has affected compliance and customer service
Webcast: Surgent's Government and Nonprofit Frauds and Controls to Stop Them
-
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
-
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 Social Security: Dispelling Common Myths with Essential Truths
-
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: Surgent's Controllership Skills Update: Mergers, Acquisitions and Alliances
-
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: K2's An Accountant's Guide To Blockchain And Cryptocurrency
-
Webcast
4.0 Credits
Understanding the fundamental tenets of blockchain technology Examples of applied applications of blockchain technology Identifying leading cryptocurrencies available today Understanding risks associated with cryptocurrencies
Webcast: Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
-
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
-
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: Governmental & Not for Profit Fraud 2024
-
Webcast
4.0 Credits
Review real-world examples of fraud schemes perpetrated against governments and not-for-profits, including misappropriations of cash, grant frauds, vendor frauds, inventory thefts and payroll frauds Understand and recognize fraud risk and fraud indicators Consider types of fraud prevention programs
Webcast: K2's Technology For CPAs - Don't Get Left Behind
-
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: Interaction Between Cost Segregation and 1031 Exchanges 2024
-
Webcast
1.0 Credits
Cost Segregation Basis - 1245 and 1250 property definitions. Final 1031 Regulations updates. Basic computation and bonus depreciation impacts. When an opportunity is optimal.
Webcast: Surgent's Skills to Enhance Personal and Professional Networks
-
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: 179D Today and Tomorrow: The Future of Green Building Tax Incentives 2024
-
Webcast
1.0 Credits
Overview of the 179D Deduction The expansion and increased impact of 179D in future years Overview of the Retrofit Program for 179D What the Inflation Reduction Act means for building owners and designers of buildings
Webcast: Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success
-
Webcast
4.0 Credits
Differences between planning and budgeting The business model Strategic plan, marketing plan and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
Webcast: Surgent's Examining ASC 842, Leases: More Than Meets the Eye
-
Webcast
4.0 Credits
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Lessee Accounting 101 Detailed review of accounting by lessees and lessors Sale and leaseback transactions Transition guidance Other operational issues Recently issued updates to the lease accounting guidance FASB guidance on accounting for COVID-19-related rent concessions Feedback from the public company adoption of Topic 842
Webcast: Transfer Pricing Cash Saving Strategies 2024
-
Webcast
1.0 Credits
Fundamentals of US and global transfer pricing regulations Cash savings opportunities through transfer pricing Strategies for assessing transfer pricing risks
Webcast: Surgent's Unconscious Bias for Managers, Supervisors and Executives
-
Webcast
2.0 Credits
Unconscious bias, including the five defining characteristics of unconscious bias The real-world impacts of unconscious biases, including impacts on racial minorities, women and older workers The concept of microaggressions, with examples An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the "oops, did I just say that?" section.