CPE Catalog & Events
Webcast: ACPEN: Financial Acumen for Today's HR Leader
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Webcast
2.0 Credits
Financial Statement Insight Trend Analysis Financial Benchmarks
Webcast: ACPEN: S Corporation (Form 1120S) – Formation to Liquidation
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Webcast
8.0 Credits
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) Fixing late S corporation elections (i.e., Form 2553) S corporation formation (§351) and liquidation issues Revocation and termination of S corporations Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Compensation issues including the tax treatment of fringe benefits Built in gains tax and other planning opportunities when converting a C to S corporation Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts Tax treatment of stock redemptions (sale or distribution?)
Surgent's Establishing State Residency and Saving Your Clients Money
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Webcast
2.0 Credits
Typical provisions in state statutes regarding domicile and residency In depth analysis of domicile and residency definitions Issues regarding one’s permanent abode Analysis of jurisdiction where taxpayer has the greatest connections Detailed discussion of criteria used to establish domicile and residency
Webcast: ACPEN: Fiduciary Accounting for Estates and Trusts
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Webcast
4.0 Credits
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
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
Surgent's Exploring Business Valuation Fundamentals
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Webcast
2.0 Credits
What does value mean? Technical vs. fundamental analysis Intrinsic value Other discounted cash flow models Assumptions in the Gordon Growth Model Valuations using free cash flows Residual income model Enterprise value Value in mergers and acquisitions Small business valuations and discounts Advanced valuation models
Webcast: ACPEN: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2
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Webcast
4.0 Credits
How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle
Webcast: ACPEN: Strategic CFO – Strategic Financial Communications
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Webcast
2.0 Credits
Financial literacy versus math literacy Common financial terms that confuse non-accountants Simplifying financial language without "dumbing it down" Building narratives and stories around financial data Using visuals and graphics effectively Communicating strategy, risk, and performance together
Webcast: ACPEN: The Role of Internal Audit in SOX Compliance
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Webcast
2.0 Credits
Designing work plans for compliance testing Best practices for managing projects for effectiveness and efficiency Ensuring quality Information Produced/Provider by the Entity (IPE)
Webcast: ACPEN: SAS 145: Modern Risk-Based Auditing
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Webcast
2.0 Credits
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
Surgent's Excel Budgeting Ideas
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Webcast
2.0 Credits
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
Webcast: Four Most Overlooked Business Risks: Preparing for the Future 26-27
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Webcast
8.0 Credits
Systemic Risk Strategic Risk Culture Risk Management Continuity Risk
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
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Webcast
8.0 Credits
Applicable provisions of the One Big Beautiful Bill Act (OBBBA) Single-member limited liability companies as an alternative to subsidiaries Cancellation of indebtedness rules and regulations How the IRS views members or partners for Social Security purposes Special problems when forming an LLC Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting bottom-dollar guarantees Distribution or a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions Death or retirement of a member or partner – understanding the alternatives Step-up in basis issues – how to make the computations and elections Property transactions between the LLC/LLP and its members or partners – what to do with built-in gain or loss property When are partnership losses deductible? Material participation rules for LLC members and limited partners and how they affect passive loss issues Continuation and termination of an LLC/partnership in the context of a merger or acquisition Sales of an LLC interest – holding period and hot asset issues Impact of the tax on investment income on the sale of an interest in a partnership or LLC Repeal of the technical termination of partnership provision Impact of Soroban Capital Partners LP, 161 TC No.12 NEW: The IRS removes recently finalized regulations identifying certain partnership basis shifting transactions as transactions of interest (see Chapter 2)
Webcast: ACPEN: Ultimate Small Business HR Guide: Essential Tips for Success
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Webcast
1.0 Credits
Small Business Management
Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
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Webcast
2.0 Credits
Email fraud Phishing attacks Cloud security risks Cyber insurance Securing remote work environments
Webcast: ACPEN: 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: ACPEN: Group Audits: Who is Responsible for What?
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Webcast
2.0 Credits
Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit
Webcast: Preparation, Compilation and Review Issues—Highlights 26-27
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Webcast
2.0 Credits
AR-C 60 AR-C 70 AR-C 80 and AR-C 90
Webcast: Fraud—How to Find, How to Prevent 26-27
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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 Internal Controls in QuickBooks Online Environments 26-27
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Webcast
4.0 Credits
Critical risks in QBO environments