CPE Catalog & Events
Webcast: Comprehensive Partnership Taxation Form 1065 2024
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Webcast
8.0 Credits
Special and Targeted allocations Proper calculation of outside and inside tax basis Tax consequences of distributions including the impact of "hot assets" Transfer of partnership interests Issuance of partnership interests to service partners
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: Tax Planning for Sole Proprietors & Other Business Owners 2024
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Webcast
8.0 Credits
Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation and home offices Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans and SIMPLE plans Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction Avoiding the at-risk and passive activity loss limitations Making the right business entity election In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know
Webcast: Tax Practitioner's Guide to Accounting and Reporting Issues 2024
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Webcast
8.0 Credits
SSARS review FASB Update SPF-measurement and reporting issues Preparation, compilation and review engagements Selected litigation issues and cases
Webinar: Member Appreciation Free CPE Days - Maximize Your Membership
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Webcast
12.0 Credits
Webcast: The Best Federal Tax Update Course by Surgent
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Webcast
8.0 Credits
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Bonus Depreciation Section 163(j) Section 174 Research and Experimental Expenditures Residency and Domicile Selling a principal residence, including tax planning strategies Virtual currency, including recent developments regarding NFTs New FinCEN reporting requirements in 2024 Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions and more Advanced practice, reporting and other issues intertwined with advanced planning and discussion ideas
Webcast: Revenue: Special Implementation Guide-ASC Topic 606-10-55 2024
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Webcast
2.0 Credits
FASB ASC 606, Revenue from Contracts with Customers All recently released updates to ASC Topic 606
Webcast: Business Writing Series: Highlights of Grammar and Punctuation 2024
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Webcast
2.0 Credits
Common grammar errors and how to correct them Common punctuation errors and how to correct them
Webcast: Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
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Webcast
2.0 Credits
Coverage of applicable rules from SECURE Act 2.0 The 10% penalty Net unrealized appreciation of employer securities Roth IRA conversions Rollovers and the limitations Direct rollovers vs indirect rollovers and tax withholding Beneficiary portability rules When a Roth IRA distribution is qualified to be tax-free Excess contributions and the 6% excise tax
Webcast: Surgent's Public Speaking and Presentation Skills
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Webcast
2.0 Credits
How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation
Webcast: Surgent's Real Estate for Accounting and Finance Professionals
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Webcast
2.0 Credits
Rental income and expense calculation and reporting Deciphering Schedule E (Form 1040) Nuances of vacation home rules Passive activity loss rules: foundations and implications Active vs. material participation in rental activities Tax reporting: how to group passive activities Limitations on passive losses: at-risk rules and deductions Classifying rental real estate activities Navigating exceptions in rental real estate taxation
Webcast: Surgent's International Tax Challenges and Opportunities for U.S. Filers
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Webcast
3.0 Credits
Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements
Webcast: Governmental & Not for Profit Fraud 2024
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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: Surgent's Real Estate Taxation: Critical Considerations
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Webcast
4.0 Credits
The impact of recent tax legislation on the real estate industry Depreciation and recapture Determining the basis when acquiring real estate Passive activity losses Calculation of gain or loss on sale of real estate Rental operations Installment sales
Webcast: Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer
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Webcast
4.0 Credits
The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements Avoiding common pitfalls seen in Yellow Book and single audits How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer
Webcast: Surgent's Business Writing: Professional & Effective Emails
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Webcast
2.0 Credits
Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it's not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable and outcome-focused emails
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: 2024 Galasso Annual Update for Accountants & Auditors
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Webcast
8.0 Credits
Webcast: Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions 2024
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Webcast
2.0 Credits
Review of New Rules under IRC Sec. 67(g) Review Surprises to Simple Trusts under IRC Sec. 67(g) Presentation Issues with IRC Sec. 199A Deduction and the Tier System Special Rules Relating to the Charitable Contribution Deduction Problem Examples
Webcast: Providing Tax Advice: Professional Standards 2024
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Webcast
2.0 Credits
Overview of the various types of advice tax professionals provide clients The preparer penalties The duty to advise clients with regard to potential taxpayer penalties The primary AICPA rules with regard to advising and communicating tax advice Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority