CPE Catalog & Events
Webcast: Fraud-How to Find, How to Prevent 2024
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Webcast
4.0 Credits
Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips
Webcast: K2's Advanced QuickBooks Tips And Techniques
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Webcast
4.0 Credits
Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online
Webcast: A CPAs Confidentiality Duties in Tax Practice 2024
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Webcast
1.0 Credits
Understand CPA Confidentiality Requirements in Tax Practice Distinguish Between Confidentiality Requirements and Taxpayer Privileges that apply to the CPA
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: Surgent's Successfully Completing a Gift Tax Return -- Form 709
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Webcast
2.0 Credits
Taxpayers who do not file gift tax returns but should The annual exclusion rules for gifts to trusts including required Crummey notices What should be disclosed on the return for purposes of running the statute of limitations The reporting of installment sales and split-interest Valuations and valuation discounts for gifts of closely held businesses The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA) A line-by-line explanation of Form 709
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: K2's Excel Charting And Visualizations
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Webcast
4.0 Credits
Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations
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 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: Identifying, Evaluating and Solving Financial Planning Issues 2024
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Webcast
4.0 Credits
Cash flow management and budgeting Insurance Investments Education Income tax Retirement Estate planning Closely-held business owners Marriage, cohabitation and divorce
Webcast: Financial Accounting Standards: A Comprehensive Review-Part 1 2024
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Webcast
8.0 Credits
Application of professional judgment Codification, GAAP and the GAAP hierarchy Recent changes in financial statement presentation Hot Topics in financial reporting & accounting
Webcast: Retirement Distributions: Planning Options 2024
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Webcast
8.0 Credits
Roth IRA: The right choice? Income tax treatment of distributions from retirement plans of all types Laws, regulations and IRS rulings concerning plan distributions Avoiding penalty on distributions that happen too early or too late Beneficiary choices - eligible or not? Self-directed IRA investment problems
Webcast: U.S. GAAP Disclosures for Non-Public Entities 2024
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Webcast
8.0 Credits
FASB Accounting Standards Codification disclosure requirements An overview of the disclosure landscape How materiality enters into disclosure decisions Navigating the FASB Codification
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
Webcast: Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis
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Webcast
2.0 Credits
Introduction to Form 7203 Introduction to the calculation of stock basis Introduction to the calculation of loan basis Taxable and non-taxable S corporation distributions to shareholders The election to reduce basis by deductible losses and expenses before reducing basis by non-deductible expenses
Webcast: Surgent's Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041
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Webcast
2.0 Credits
Passive activity rules for trusts including the NIIT The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable) The critical categorization of income (taxable income vs. fiduciary accounting income) Distributable net income (DNI) and how it works The "Tier" Rules The Separate Share Rule IRC 663(b) "65-Day" Rule IRC 691(c) Deduction QSST and EBST elections How to treat excess deductions on termination Grantor trust rules and how they impact planning and return preparation The income tax side of Domestic Asset Protection Trusts
Webcast: Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions
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Webcast
4.0 Credits
Three different types of basis Contributions of property IRC 704(b) - Capital Accounts and Special Allocations Contributions of property and debt Contributions of services IRS Notice 2020-43
Webcast: Surgent's Navigating Your Client Through the IRS Appeals Process
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Webcast
4.0 Credits
Preparing a valid Appeals Protest for small case requests when tax, penalties and interest for each period are $25,000 or less Writing and filing a Formal Protest, including required information Alternative Dispute Resolution options available to clients Negotiation and time limitations Preparing and submitting a Tax Court petition to preserve a client's rights
Webcast: Surgent's Select Estate and Life Planning Issues for the Middle-Income Client
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Webcast
4.0 Credits
Changes to the lifetime estate tax exemption in light of proposed regulations SECURE 2.0 updates More than 20 documents that should be reviewed that are neither a will nor trust Provisions you need in a will Trusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Realistic retirement goals Developments relative to estate tax and the implications for planning