CPE Catalog & Events
Webcast: Designing a Work Program for Your Financial Planning Practice 2024
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Webcast
2.0 Credits
Cash flow management and budgeting Planning for insurance Investing Income tax Education Retirement and estate planning Employee benefits
Webcast: Surgent's Representing a Client in an IRS Audit
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Webcast
3.0 Credits
Substantially increased IRS funding provided by the Inflation Reduction Act IRS test program in 2024 to determine if it should prepare tax returns Using improved data and analytics to tailor timely collections contacts Auditing large corporations and partnerships Audits of high income and high net worth individuals Information Document Requests What happens when a client agrees or disagrees with the IRS's audit findings The Dirty Dozen: roadmap to IRS audit issues
Webcast: Auditing Standards: A Comprehensive Review-Part 2 2024
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Webcast
8.0 Credits
Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
Webcast: Personal Financial Planning Strategies: Insurance Issues 2024
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Webcast
2.0 Credits
Overall insurance concerns Regulatory concerns, potential exposures Various risks surrounding the client and how to manage them Different types of products in the marketplace The tax consequences of each type of insurance
Webcast: Surgent's Engagement and Client Retention Best Practices
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Webcast
2.0 Credits
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
Webcast: Advanced Cybersecurity Awareness in Accounting - What You Need to Know
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Webcast
4.0 Credits
Webcast: Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Webcast
4.0 Credits
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Hiring the best people for the organization New motivation techniques
Webcast: Surgent's Going Out on Your Own: Entity Types and Accounting Methods
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Webcast
2.0 Credits
Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations - S vs. C Double taxation
Webcast: Surgent's Lessons Learned From Recent Accounting Malpractice Actions
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Webcast
2.0 Credits
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
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: SSARS Practice Issues and Standards Update 2024
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Webcast
4.0 Credits
Review of applicable SSARS standards, including standards updates Review of AICPA professional ethics requirements In-depth discussion of non-attest services Review of independence issues for SSARS services Overview of SSARS #21-performance, documentation and other requirements Detailed analysis of preparation vs. compilation engagements Detailed analysis of review engagements
Webcast: 2024 Galasso Annual Update for Accountants & Auditors
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Webcast
8.0 Credits
Webcast: Internal Controls: Strengthen Security, Efficiency, and Employee Conduct 2024
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Webcast
8.0 Credits
An overview of control frameworks and concepts Strategy considerations that can be incorporated into control development Understanding and controlling risk that arises when organizations change or choose not to
Webcast: K2's Excel Best Practices
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Webcast
8.0 Credits
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
Webcast: Leases: ASC Topic 842 in Depth 2024
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Webcast
8.0 Credits
FASB ASC 842, Leases All recently released updates to ASC 842, Leases
Webcast: Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
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Webcast
2.0 Credits
What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options
Webcast: Surgent's Excel: Mastering PivotTables
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Webcast
2.0 Credits
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Webcast: Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Webcast
8.0 Credits
Audit requirements for ERISA 103(a)(3)(C) audits An annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting and other topics Best practices for engagement planning, internal controls, risk assessment and detailed testing Avoiding common mistakes while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues
Webcast: Surgent's Progressive Discipline and Termination
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Webcast
2.0 Credits
Defining progressive discipline, including typical steps in any progressive discipline process The importance of a fair disciplinary process When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination Documentation best practices Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation Avoiding key risks in the termination process Best practices for legally compliant termination procedures
Webcast: Surgent's The Accountant as the Expert Witness
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Webcast
2.0 Credits
Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation and professional liability cases Credibility as a witness