CPE Catalog & Events
Webcast: Optimize Your Staff's Performance
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Webcast
4.0 Credits
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
Webcast: Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 25-26
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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: The Art of the Interview 25-26
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Webcast
2.0 Credits
Identify inconsistencies and uncover financial misconduct Use psychological and behavioral cues to detect deception Build rapport to elicit key details from interview subjects Adapt questioning techniques to different personalities and contexts
Webcast: Surgent's Unique Tax Attributes of Different Entity Types
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Webcast
2.0 Credits
Considerations for a small business owner Self-employment taxes Guaranteed payments to partners QBI deductions: Section 199A Built-in gains tax: S corporations Excess passive income tax: S corporations PTE elections: S corporations and partnerships Taxation of fringe benefits: S corporations Double taxation of C corporation dividends Taxation of limited liability companies Which entity to choose?
Webcast: Accounting and Reporting Long-Term Debt
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Webcast
2.0 Credits
Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more! Proper treatment of short-term obligations that are expected to refinance within the next 12 months "Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time Differentiating between debt modifications and troubled debt restructuring Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation
Webcast: Surgent's Lessons Learned From Successful Companies
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Webcast
2.0 Credits
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
Webcast: Accounting and Reporting Long-Term Debt
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Webcast
2.0 Credits
Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more! Proper treatment of short-term obligations that are expected to refinance within the next 12 months "Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time Differentiating between debt modifications and troubled debt restructuring Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation