CPE Catalog & Events
Webcast: Best Practices for Tax Income and Expense Recognition 2024
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Webcast
6.0 Credits
Cash receipts and disbursements method of accounting, including history Cash method limitations, including tax shelters per IRC Sec. 448(d)(3), 461(i)(3) and 1256(e)(3) Cash method by small businesses, including Revenue Procedures 2001-10 and 2002-28 NAICS codes Accrual of income and expenses, including history Economic Performance and Recurring Item Exception, IRC Sec. 461(h) Deferral of Certain Advance Payments (Revenue Procedure 2004-34) Changes made to the above by the 2018 Tax Cuts and Jobs Act
Webcast: Financial Reporting Fundamentals 2024
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Webcast
8.0 Credits
Financial statements, disclosures and presentations Review of two Annual Financial Reports (IFRS and U.S. GAAP)
Webcast: K2's Next Generation Excel Reporting
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Webcast
8.0 Credits
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
Webcast: Fundamentals of Merger and Acquisition Transactions 2024
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Webcast
2.0 Credits
Valuation Strategic planning Intermediaries Selling memorandum Due diligence Deal structures
Webcast: Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Sell
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Webcast
2.0 Credits
Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules
Webcast: Surgent's Applying ASC 820: The Basics of Fair Value Accounting
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Webcast
4.0 Credits
Applicability of the use of ASC 820 The "exit price" approach Examples of market, cost and income approaches to estimating fair value Use of Level 1, 2 and 3 inputs in determining fair value
Webcast: The Art of Managing Your Email Tone 2024
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Webcast
1.0 Credits
Business communication Emotional intelligence Human resources Practice management
Webcast: Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
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Webcast
2.0 Credits
Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers and employees Accounting, recording-keeping and other software programs Leases, contracts and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
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 Single Auditing Made Simple
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Webcast
8.0 Credits
The key requirements and responsibilities related to the schedule of expenditures of federal awards and the determination of major programs The processes of determining the direct and material compliance requirements, obtaining an understanding of and testing the related internal controls and performing compliance testing The development and reporting of findings in the schedule of findings and questioned costs Additional performance and reporting responsibilities
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 Food, Beverage and Entertainment Expensing
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Webcast
2.0 Credits
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment
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: Family Law 101 2024
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Webcast
4.0 Credits
Lifestyle issues: Does the client's lifestyle reflect the level of reported income? Undisclosed income Transfers of cash between multiple bank accounts, related party transactions and mortgage refinancing Owner perks Tax deductions vs. family law deductions Business entity-related issues such as partnerships, S corps and corporations
Webcast: Revenue: ASC Topic 606 in Depth 2024
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Webcast
8.0 Credits
FASB ASC 606, Revenue from Contracts with Customers FASB ASC 340-40, Other Assets and Deferred Costs All recently released updates to FASB ASC 606, Revenue from Contracts with Customers
Webcast: Tax Collection Defense 2024
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Webcast
8.0 Credits
Assessment and attachment rules-tax assessment procedures and attachment of the assessment lien to property, including community property Tax liens-perfection and priority rules in general and for specific assets and relief from liens Tax levies and seizures-taxpayer rights and defenses; third party rights Dealing with the collection officers and representatives Collection appeals and resolutions Judicial actions: collection due process (CDP), injunctions and IRS suits.
Webcast: Critical Tax Procedural Issues for CPAs 2024
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Webcast
3.0 Credits
Key compliance procedures concerning return preparation of original and amended returns Understanding key procedures about IRS examination Understanding key relief provisions for oversight, errors and later discovered facts or information
Webcast: Surgent's Excel Shortcuts for Accountants
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Webcast
2.0 Credits
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions and techniques Learn the workaround to a major Excel pitfall
Webcast: Tax Exempt Organizations - Planning and Compliance for Tax Matters
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Webcast
4.0 Credits
Webcast: Surgent's Contract Law for Accounting and Finance Professionals
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Webcast
2.0 Credits
Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation