CPE Catalog & Events
Webcast: Surgent's Successfully Completing an Estate Tax Return -- Form 706
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Webcast
2.0 Credits
Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the "portability" rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues
Webcast: Surgent's Tax Research
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Webcast
2.0 Credits
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Webcast: Protecting Digital Data: More Important Now Than Ever Before 2024
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Webcast
4.0 Credits
Securing individual documents Protecting information resident in the Cloud Securing data stored on or accessed by mobile devices
Webcast: Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
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Webcast
3.0 Credits
How to calculate a partner or S corporation shareholder's basis Form 7203 and an S corporation shareholder's basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation
Webcast: Surgent's Accountability: Stop the Blame Game
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Webcast
4.0 Credits
Defining three critical elements: responsibility, empowerment and accountability and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don't do well
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: S Corporations: Conversions 2024
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Webcast
2.0 Credits
Reasons to terminate an S corporation election Involuntary terminations Voluntary revocations the process and the consequences Tax planning opportunities related to the termination of S corporation status Complications arising from a mid-year termination Limitations on re-electing S corporation status Making the S corporation election how and why Built-in gain planning
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: The Generation-Skipping Transfer Tax and Dynasty Trusts 2024
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Webcast
4.0 Credits
Calculation of the GST tax and how it relates to the estate tax and gift tax Direct skips, taxable distributions and taxable terminations GST tax allocations, Reverse QTIP election and Exempt and Nonexempt Trusts Calculating the benefit of and designing Dynasty Trusts
Webcast: OCBOA Case Studies 2024
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Webcast
8.0 Credits
Income tax-basis financial statement presentations Cash and modified-cash financial statement presentations Innovative and EBITDA type reports OCBOA engagements AICPA Financial Reporting Framework for Small- and Medium-Sized Entities
Webcast: Understanding and Creating an Internal Control System 2024
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Webcast
8.0 Credits
Underlying concepts of internal control Defining where and why controls, policies and procedures are needed Legacy control measures that are still important for businesses today Creating control measures that address the use and protection of technology
Webcast: Form 706 Preparation Part 3: Reporting Deductions 2024
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Webcast
2.0 Credits
How to report funeral and administrative expenses on Schedule J and/or L How to report debts, mortgages and liens on Schedule K Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions Charitable deduction Schedule O and potential problems
Webcast: K2's Implementing Internal Controls In QuickBooks Environments
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Webcast
4.0 Credits
Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
Webcast: Surgent's Managing People Through Motivation
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Webcast
4.0 Credits
What it means to engage people; discuss the meaning of motivation by getting to the core of what impacts your employees' productivity Get your employees charged; find out what makes them tick through examining and understanding some of the classics in motivational theory Learn how to drill down to what truly motivates your employees Using the C.A.R.E. model to improve employee motivation through case studies
Webcast: S Corporations: Qualification Requirements 2024
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Webcast
1.0 Credits
Qualified shareholder requirement Trusts as shareholders Estates as shareholders Qualified tax exempt shareholders Tax planning ideas to accommodate economic investments by disqualified investors Special rules for counting the number of shareholders One class of stock requirement Indirect preferences creating risk of failing one class of stock requirement Disqualified corporations Making an effective S corporation election Relief for late or defective elections Inadvertent termination relief for involuntary terminations
Webcast: Surgent's Going Concern Accounting and Reporting Considerations
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Webcast
2.0 Credits
Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and non-attest services New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty?
Webcast: Surgent's Handling Difficult People
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Webcast
2.0 Credits
Problem solving step process for handling difficult people Effective communication techniques including active listening and phraseology Scripting what you say to prepare to engage with a difficult person Emotions and their impact: mine and theirs
Webcast: CyberPsychology: Conquering Insider Threat 2024
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Webcast
4.0 Credits
Exploiting control gaps and control weaknesses Psychological tactics used in attacks A review of robust controls Data access observables, changes in network patterns A review of the audit, HR, IT and management relationships Proactive approaches to recognize evolving risks and avoid breaches
Webcast: Dealing With IRS Appeals 2024
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Webcast
8.0 Credits
Opportunities for appealing IRS actions Preparing the case for an appeal Best strategies for handling appeals Alternate dispute resolution options before and after the appeal Appeals of collection and penalty determinations Understanding state appeals for income, sales and employment taxes
Webcast: Estate Planning: A Comprehensive Overview 2024
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Webcast
8.0 Credits
Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem