CPE Catalog & Events
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
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 nontaxable S corporation distributions to shareholders The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses
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
Webcast: Nonprofit A&A Standards Update and New Developments 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: Compensation Fundamentals and Pay Transparency: Driving Fairness & Engagement
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Webcast
1.0 Credits
Compensation
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, and PFIC 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, and PFIC regimes for individuals and corporations Identify basic strategies for managing tax liabilities related to foreign corporations
Webcast: Social Security Basics and Strategies for Maximizing Benefits 25-26
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Webcast
8.0 Credits
Social Security planning, benefit calculation and beneficiaries Recent changes to "file and suspend" and "restricted application" strategies Increasing benefits for self-employed individuals Planning for surviving spouses Integrating retirement plan distribution strategies with Social Security claiming strategies Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA
Webcast: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent
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Webcast
8.0 Credits
Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Partnership Distributions, Form 7217, and S Corporation Redemptions Thinking beyond §163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Timely coverage of breaking tax legislation Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Form 1099-K reporting requirements Bonus depreciation Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12 Decentralized Autonomous Organizations (DAOs)
Webcast: Surgent's Getting Ahead: The Art of Marketing for CPAs
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Webcast
2.0 Credits
Challenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics
Webcast: ACPEN Signature 2026: S Corporations Update
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Webcast
8.0 Credits
Making the S election. Per share per day accounting rules. Revenue procedures for curing various errors that can adversely affect S status. Regulatory safe harbors for routine commercial agreements. Employment tax issues.
Webcast: Minimizing Workplace Warfare
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Webcast
1.2 Credits
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques