CPE Catalog & Events
Webcast: Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic T
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Webcast
2.0 Credits
Commencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7, 11 and13 bankruptcy cases The bankruptcy discharge Proofs of claim Plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors
Webcast: Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment
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Webcast
2.0 Credits
An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance An overview of sexual harassment and workplace retaliation The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance Review a compliant procedure for handling harassment concerns
Webcast: Surgent's Controllership Skills Update: Risk Management
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Webcast
2.0 Credits
Rethinking Risk Management: Historic view Challenges Rules Recent lessons Required skills Sources of Risk: Economy Competitors Operations Investments Strategy Compensation Routine practices Unethical behavior. Enterprise Risk Management (ERM): Defining ERM Areas of focus Implementation Planning for disasters Business continuity Contingencies Analytical Tools: Post-completion evaluations Simulation Z-score Hedging Brainstorming Mind mapping Delphi technique
Webcast: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Webcast
4.0 Credits
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Hiring the best people for the organization New motivation techniques
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: Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach
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Webcast
3.0 Credits
Understand how to approach and analyze the U.S. taxation of foreign corporations Using an example, calculate GILTI, Subpart F andPFIC income inclusions for an individual and C corporation Determine how much foreign tax credit can be claimed against such income inclusions Determine how subsequent dividend distributions from the foreign corporation are taxed Calculate capital gain on the disposition of the foreign corporation Discuss the impact of Section 962 election Compare different outcomes under GILTI, Subpart F andPFIC regimes for individuals and corporations Identify basic strategies for managing tax liabilities related to foreign corporations
Webcast: Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulatio
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Webcast
2.0 Credits
Who qualifies for the waiver of the RMD excise tax for 2021, 2022 and2023? The rollover deadline for 2023 age 73 RMD Coverage of applicable provisions of SECURE Act 2.0 What is the required minimum distribution for an account owner? What is the required minimum distribution for a beneficiary IRA? Key explanations of RMD regulations The types of accounts that are subject to the required minimum distribution rules The parties that are subject to the required minimum distribution rules Exceptions and special considerations for required minimum distributions Rollover and transfer rules in an RMD year The various responsibilities for interested parties Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions How the 10-year rule works for certain beneficiaries
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: K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies
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Webcast
4.0 Credits
Understanding many of today's emerging technologies and their role in business environments Applied examples of artificial intelligence and machine learning Risks associated with emerging technologies
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 Critical Conversations
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Webcast
2.0 Credits
High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent The stories: mine and yours; are they the same? Contrast statements for ensuring a shared understanding Building confidence in conducting a Critical Conversation
Webcast: Surgent's Representing a Client in an IRS Audit
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Webcast
3.0 Credits
Substantially increased IRS funding provided by the Inflation Reduction Act IRS test program in 2024 to determine if it should prepare tax returns Using improved data and analytics to tailor timely collections contacts Auditing large corporations and partnerships Audits of high income and high net worth individuals Information Document Requests What happens when a client agrees or disagrees with the IRS's audit findings The Dirty Dozen: roadmap to IRS audit issues
Webcast: Surgent's Excel Budgeting Ideas
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Webcast
2.0 Credits
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
Webcast: K2's Introduction To Excel Macros
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Webcast
4.0 Credits
Getting started with Excel macros by using the Macro Recorder Fundamentals of writing VBA code Saving and sharing macros Getting started with User-Defined Functions
Webcast: Financial Reporting Changes in Greater Detail 2024
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Webcast
4.0 Credits
Reformatted financial statement details RFS impact on business operations Ten action items for immediate consideration Five cases
Webcast: K2's Advanced Excel
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Webcast
8.0 Credits
Collaboration and security techniques Tables, data models and PivotTables Advanced formulas Data queries Creating effective visualizations
Webcast: Surgent's Perplexing Financial and Economic Issues for the CFO/Controller
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Webcast
8.0 Credits
Regulatory, fiscal and monetary policies impact on the organization Dodd-Frank Bill and impact on financial reform Health insurance reform and the impact on the employer Managing risk in an uncertain economic climate
Webcast: Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
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Webcast
2.0 Credits
Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations
Webcast: Professional Ethics Update for All Arizona CPAs
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Webcast
4.0 Credits
-Review of ethics standards, both extant and proposed, for Arizona CPAs including the AICPA Code of Professional Conduct and the Arizona Accountancy Statutes and Administrative Code. - Review recent updates to the AICPA Code of Professional Conduct and Arizona Accountancy laws. - Provide practical examples of best practices in applying the laws pertaining to Professional Ethics. - Identify the latest ethics guidance to illustrate "hot topics" in professional ethics.