CPE Catalog & Events
Webcast: Form 706 Preparation Part 1: Overview Including Portability 2024
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Webcast
2.0 Credits
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1-4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Webcast: Surgent's Use the Data Model to Build More Powerful PivotTables
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Webcast
2.0 Credits
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
Webcast: Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
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Webcast
3.0 Credits
Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and using the residual method Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock
Webcast: Audits of 401k Plans 2024
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Webcast
4.0 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits Update of the changes affecting 401k plans Compliance issues commonly encountered in 401k plan audits Best practices for engagement planning, internal controls, risk assessment and detailed testing Common audit reporting and disclosure issues
Webcast: Small Business Stock Gains: Exclusion and Deferral Opportunities 2024
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Webcast
2.0 Credits
IRC 1202-The benefit of the exclusion IRC 1202-The requirements that must be met IRC 1202-Limitation on the amount of the exclusion Comparison of the IRC 1202 exclusion to making S corporation election IRC 1045-The benefit of the deferral IRC 1045-The requirements that must be met The basics of Employee Stock Ownership Plans (ESOP) IRC 1042-The benefit of the deferral IRC 1042-The requirements that must be met
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
Webcast: Surgent's Anatomy of a Ransomware Event and Incident Response
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Webcast
2.0 Credits
What is ransomware? The growing threat of ransomware; statistics Remote working and COVID-19 Ransomware infection process Incident response protocol Business considerations Legal considerations Breach notification obligations Steps to protect against malware Tabletop exercise
Webcast: Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact 2024
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Webcast
4.0 Credits
Modeling cash flow and capacity Adaptive Capacity Model Segall's Law
Webcast: What Every CPA Should Know About Fraud 2024
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Webcast
4.0 Credits
How is fraud detected? The role of external auditors in finding fraud Revenue recognition issues Corrupt management Data mining Physical and biometric controls
Webcast: 2024 Galasso Annual Update for Accountants & Auditors
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Webcast
8.0 Credits
Webcast: Living Trust Administration Workshop 2024
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Webcast
8.0 Credits
The steps in Trust Administration Delaware Tax Trap -its unique use Change of the exemption in 2026 and its impact Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust Preparation of trust accountings Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs
Webcast: Statement of Cash Flows: Preparation and Analysis Workshop 2024
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Webcast
8.0 Credits
Major provisions of GAAP Codification Topic No. 230 Statement classification issues Reporting operating cash flows: Direct and indirect methods Preparing the statement: Workpaper techniques Useful cash flow ratios Bankruptcy prediction using the statement of cash flows
Webcast: Form 706 Preparation Part 2: Reporting Assets 2024
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Webcast
2.0 Credits
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1-4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Webcast: Surgent's Business Writing: Professional & Effective Emails
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Webcast
2.0 Credits
Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it's not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable and outcome-focused emails
Webcast: K2's Better Productivity Through Artificial Intelligence And Automation Tools
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Webcast
4.0 Credits
Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Bard, Power Automate and Zapier
Webcast: Surgent's Real Estate for Accounting and Finance Professionals
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Webcast
2.0 Credits
Rental income and expense calculation and reporting Deciphering Schedule E (Form 1040) Nuances of vacation home rules Passive activity loss rules: foundations and implications Active vs. material participation in rental activities Tax reporting: how to group passive activities Limitations on passive losses: at-risk rules and deductions Classifying rental real estate activities Navigating exceptions in rental real estate taxation
Webcast: Surgent's Unconscious Bias for Managers, Supervisors and Executives
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Webcast
2.0 Credits
Unconscious bias, including the five defining characteristics of unconscious bias The real-world impacts of unconscious biases, including impacts on racial minorities, women and older workers The concept of microaggressions, with examples An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the "oops, did I just say that?" section.
Webcast: Combating Internal Fraud 2024
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Webcast
2.0 Credits
Understand why internal fraud occurs Review policies, procedures and control measures designed to fight fraud
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: Financial Planning Trends and Opportunities for Clients 2024
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Webcast
2.0 Credits
Cash flow management and budgeting Insurance Investments Education Income tax Retirement Estate Planning Closely-held business owners Marriage, cohabitation and divorce