CPE Catalog & Events
Webcast: Surgent's Top Business Tax Planning Strategies
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Webcast
2.0 Credits
Complying with the beneficial ownership information reporting requirements The current status of the Employee Retention Credit Voluntary Disclosure Program Using the newly expanded access to business tax accounts for partners and shareholders of S corporations IRS guidance allowing car dealers to provide electric vehicle tax rebates upfront to qualified auto buyers Monetizing energy credits Amortization of research and experimental expenditures Dealing with the taxpayer loss in the Tax Court in Soroban Capital Partners requiring managers to pay self-employment tax on certain payments to limited partners Contributions to Roth “catch-up” plans Roth contributions to a SEP and Simple IRA Employer matching contributions to a Roth account Section 179 and bonus depreciation Roth 401(k) contributions no longer subject to RMDs during the owner’s lifetime
Webcast: Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion
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Webcast
1.0 Credits
Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership
Webcast: Surgent's Ins and Outs of Health Savings Accounts
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Webcast
2.0 Credits
Benefits of an HSA How an employer sets up an HSA How individuals qualify to set up an HSA High deductible health plans and how they relate to an HSA Eligible medical expenditures Annual contributions to an HSA Importance of enrollment in Medicare Qualified HSA funding distribution
Webcast: Tax Procedure
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Webcast
2.0 Credits
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
Webcast: Surgent's Understanding Partnership Taxation: Debt Allocations
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Webcast
2.0 Credits
Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)
Webcast: Surgent's Anatomy of a Ransomware Event and Incident Response
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Webcast
2.0 Credits
What is ransomware? The growing threat of ransomware — statistics Remote working and COVID-19 Ransomware infection process Incident response protocol Business considerations Legal considerations Breach notification obligations Steps to protect against malware Tabletop exercise
Webcast: Financial Accounting Standards: A Comprehensive Review 25-26
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Webcast
16.0 Credits
Application of professional judgment Codification, GAAP and the GAAP hierarchy Recent changes in financial statement presentation Hot Topics in financial reporting & accounting
Webcast: Fiduciary Accounting: Fundamentals & Rules
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Webcast
2.0 Credits
Fundamentals of fiduciary accounting Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
Webcast: Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times
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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, and 13 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 Use the Data Model to Build More Powerful PivotTables
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Webcast
2.0 Credits
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
Webcast: Effective Communication Skills
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Webcast
1.0 Credits
Communication Confidence Leadership
Webcast: Nonprofit A&A Series Part 1: Financial Statement Presentation & Disclosure 25-26
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Webcast
2.0 Credits
Overview of required financial statements Unique considerations in the nonprofit environment Presentation options for reserves, restrictions, functional expenses and liquidity Common pitfalls and little-known alternatives Recognize financial statement presentation requirements for nonprofits
Webcast: PFP Update: Income Tax, Retirement and Estate Planning 25-26
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Webcast
2.0 Credits
The personal financial planning process Relevance to income tax Retirement and estate planning concerns and solutions
Webcast: Surgent's How to Effectively Represent Clients Under IRS Audit
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Webcast
2.0 Credits
Why the IRS selects a tax return for audit What happens when the taxpayer disagrees with the results of the audit IRS employees who interact with taxpayers during an audit FATCA audits Types of IRS examinations Potential IRS audit outcomes Substitute for returns Large Partnership Compliance Program IRS’s shift in audit strategies Responding to IRS Notices online Audits of high income and high net-worth individuals The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships IRS Letters of Concern
Webcast: Comprehensive FASB & AICPA Update for Tax Professionals 25-26
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Webcast
8.0 Credits
Broadly applicable ASU effective in 2024 and beyond Significant recent SAS Tax-basis financial statements Statements on Quality Management Standards
Webcast: Financial Accounting Standards: A Comprehensive Review 25-26
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Webcast
16.0 Credits
Application of professional judgment Codification, GAAP and the GAAP hierarchy Recent changes in financial statement presentation Hot Topics in financial reporting & accounting
Webcast: Taxation of Judgements and Settlements
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Webcast
2.4 Credits
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Webcast: Nonprofit A&A Series Part 2: Revenue Recognition 25-26
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Webcast
2.0 Credits
Pledges and contributions Restrictions and conditions Special concerns with governmental funding Donated goods and services Special events Revenues earned through sales and services to customers, including the application of CECL
Webcast: PFP Update: Issues, Exposures and Developing Client Strategy 25-26
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Webcast
2.0 Credits
Cash flow management Insurance, investment, income tax, education, retirement and estate planning Understanding client issues, diagnosing client exposures and determining client solutions Closely held business owner strategies
Webcast: Surgent's Excel Shortcuts for Accountants
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Webcast
2.0 Credits
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall