CPE Catalog & Events
Webcast: Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp
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Webcast
4.0 Credits
How to find unrelated buyers of a business Maintaining control of the business succession process Turning over the reins to family members: when to give up control Finding the right team to sell a business Options for selling a business to an unrelated party Options for selling a business to family members Options for selling a business to employees Overcoming the emotional attachment to a business Selling to family members for a life annuity Using family partnerships and trusts to transfer a business
Webcast: PFP Update: Issues, Exposures and Developing Client Strategy 2024
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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: The Best Federal Tax Update Course by Surgent
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Webcast
8.0 Credits
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Bonus Depreciation Section 163(j) Section 174 Research and Experimental Expenditures Residency and Domicile Selling a principal residence, including tax planning strategies Virtual currency, including recent developments regarding NFTs New FinCEN reporting requirements in 2024 Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions and more Advanced practice, reporting and other issues intertwined with advanced planning and discussion ideas
Webcast: Surgent's Skills to Enhance Personal and Professional Networks
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Webcast
2.0 Credits
The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies
Webcast: Surgent's What Tax Practitioners Need to Know About Medicare
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Webcast
2.0 Credits
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act's impact on Medicare Legislative and regulatory developments
Webcast: Deep Dive of GASB Statements No. 87 & 96 2024
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Webcast
2.0 Credits
GASB 87 Lease Accounting for State and Local Governments
Webcast: Comprehensive Roth IRA Strategies Analysis 2024
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Webcast
3.0 Credits
Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth
Webcast: K2's Budgeting And Forecasting Tools And Techniques
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Webcast
8.0 Credits
Budget-centric features in Excel Capital budgeting techniques Working with Solver and Scenario Manager in budgeting and forecasting environments Collaboration issues, version control and audit history
Webcast: Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence
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Webcast
2.0 Credits
What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT - what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools
Webcast: Surgent's Successful Communication
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Webcast
4.0 Credits
The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions Action plan to apply techniques in the workplace for communication success
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 Features and Benefits of SEP IRAs and SIMPLE IRAs
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Webcast
2.0 Credits
Applicable provisions of SECURE Act 2.0 Key features for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA How to determine which employees must be covered
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 Excel Lookups: Moving Beyond VLOOKUP Limitations
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Webcast
2.0 Credits
Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations
Webcast: Tackling Turnover: Key Reasons Your Staff Are Leaving What to Do About It 2024
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Webcast
2.0 Credits
Practice Management Factors that Cause Turnover Boosting Engagement and Retention
Webcast: Risk Assessment When Auditing Private Entities 2024
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Webcast
4.0 Credits
Review of applicable auditing standards for risk assessment Update for SAS #145 Identification and discussion of high-risk audit areas Discussion and analysis of control risk vs. inherent risk Practical approach to auditing companies where controls are minimal or not adequately documented Detailed discussion and examples of risk assessment procedures and alternative approaches
Webcast: Preparing Mistake Free Financial Statements: Government 2024
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Webcast
2.0 Credits
Transmittal and MD&A Restricted Net Position-Fund Financial Statements to Government-Wide Financial Statements Classification of Fund Balance under GASB 54 Special Revenue Funds Notes Disclosures Component Units Fund Balance Revenue Stabilization Arrangements Internal Service Funds Fiduciary Fund Reporting
Webcast: Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203
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Webcast
2.0 Credits
Basis and at-risk basis How to calculate the amount of annual at-risk basis Forms 6198 and 7203 When activities may be aggregated for at-risk purposes Qualified nonrecourse financing
Webcast: K2's Introduction To Excel Macros
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Webcast
4.0 Credits
Getting started with Excel macros by using the Macro Recorder Fundamentals of writing VBA code Saving and sharing macros Getting started with User-Defined Functions
Webcast: Surgent's Current Issues in Accounting and Auditing: An Annual Update
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Webcast
4.0 Credits
Recently issued FASB Accounting Standards Updates, the PCC Update and items on the FASB's Technical Agenda Leases - Topic 842 Review of SAS No. 142 - Audit Evidence Recently issued SASs and other AICPA activity Detailed review of SAS No. 145 Other important A&A practice matters