CPE Catalog & Events
Webcast: Time's Up! Pivoting Your Firm to a Subscription Based Model 2024
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Webcast
2.0 Credits
The three types of adoption approaches to creating a subscriber base Five approaches to value nurturing-that is, what happens after the sale to help customers achieve success and realize value Ten best practices to reduce churn (i.e., losing subscribers) Essential growth strategies to deploy
Webcast: Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
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Webcast
4.0 Credits
Overview of ERM and how it affects all organizations What COVID-19 has taught us about risk management Risk tolerance and developing a plan Risk identification Risk analysis Risk responses Strategy risk
Webcast: K2's CPA Firm Update
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Webcast
2.0 Credits
Trends in the profession, including supplier changes Software products by service lines Innovation and automation tools Specific technology stacks to improve productivity and profitability
Webcast: Tax Research Skills Part 2 2024
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Webcast
4.0 Credits
Primary and secondary sources of authority Research methodologies Online tax research sources Evaluating and communicating tax research results
Webcast: Pricing Client Accounting Services 2024
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Webcast
2.0 Credits
Understand how psychology influences your pricing decisions Learn how behavioral economic effects influence pricing Comprehend what and how people buy How to develop and price options Using the Stan Shih Smile Curve to determine the value of various services
Webcast: Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data
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Webcast
2.0 Credits
Automation capabilities of Excel The "Get & Transform" Tool Using "Get & Transform" for flattening, splitting and combining data, unpivoting summarized data and combining CSV exports
Webcast: IRS Audits of the Employee Retention Credit 2024
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Webcast
1.0 Credits
Employee Retention Credit details Employee Retention Credit Audit process and preparation Update on the market
Webcast: Accounting and Auditing for the Construction Industry 2024
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Webcast
4.0 Credits
Illustrative computations for revenue recognition Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry Application of "risk-based" audit model to contractors The "Lookback" analysis and the contractor's estimating reliability Practical approach to auditing contracts completed and in progress Numerous computations and alternative approaches
Webcast: Fraud Stories Series March 2025
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Webcast
2.0 Credits
Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management
Webcast: Navigating Tax Court for Non-Lawyers 2024
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Webcast
2.0 Credits
Determining when filing a Tax Court case can be a strategic benefit Learn how to file the case Understand the steps and deadlines in the Tax Court process Review the settlement process Know when the case gets to the point where you need help
Webcast: Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
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Webcast
2.0 Credits
Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting Review the three levels of service Discuss technology options Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche
Webcast: Accounting, Auditing, and Tax Considerations for the Cannabis Industry
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Webcast
4.0 Credits
Webcast: Surgent's Preparation and Compilation Engagements Under the SSARS
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Webcast
4.0 Credits
Relevant sections of SSARS No. 21, Clarification and Recodification Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24 Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements SSARS No. 21 implementation issues and peer review feedback
Webcast: International Tax Lunch Series 2024
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Webcast
1.0 Credits
May 2024: Foreign-Owned Real Estate Holding Structures: Corporate Structures In Depth June 2024: Foreign-Owned Real Estate Holding Structures: Trust Structures in Depth July 2024: Foreign-Owned Real Estate Holding Structures: Fixing Problems August 2024: Foreign-Owned Real Estate, the Ownership Phase: Income Taxation September 2024: Real Estate Disposition Case Study: Sale of a California Personal Residence -- Taxation, Withholding, Tax Returns October 2024: Preparing an Expatriation Income Tax Return and Form 8854 November 2024: What Kind of Trust is This? Foreign/Domestic, Grantor/Non-grantor, Simple/Complex January 2025: Foreign Grantor Trusts: Taxation, Tax Compliance and Use Cases February 2025: Foreign Non-grantor Trusts: Taxation, Tax Compliance and Use Cases March 2025: Foreign Non-grantor Trust Distributions to U.S. Beneficiaries
Webcast: 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: Surgent's Preparing Not-for-Profit Financial Statements
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Webcast
8.0 Credits
Key requirements, options and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses and more The impact of FASB ASC 842, Leases, on not-for-profits
Webcast: Surgent's Understanding How the IRS Rewards Whistleblowers
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Webcast
2.0 Credits
Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery Review of the whistleblower claim process Criteria for eligible claims Case studies of significant claim recoveries paid by the IRS to whistleblowers Issues underlying whether a practitioner should ever act as the whistleblower Addressing delays inherent in the whistleblower claim process The structure and role of the Whistleblower Office Best practices for the submission of a good whistleblower claim Working with other governmental divisions in processing whistleblower claims A brief overview of other, non-IRS whistleblower claims
Webcast: Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Webcast
4.0 Credits
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships
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