CPE Catalog & Events
Webcast: Nonverbal Communication: The Silent Language of Success 2024
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Webcast
2.0 Credits
Nonverbal communication-Virtual
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: Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
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Webcast
2.0 Credits
SECURE Acts and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The "at least as rapidly" (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax 529 to Roth: who, what, when and how The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax
Webcast: Surgent's Engagement and Client Retention Best Practices
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Webcast
2.0 Credits
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
Webcast: Surgent's Social Security: Dispelling Common Myths with Essential Truths
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Webcast
2.0 Credits
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? and more!
Webcast: Monthly Individual Tax Update 2024
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Webcast
1.0 Credits
Individual tax developments coming from Congress, the Treasury Department, the courts and academe. Time-sensitive topics from the past 30 days.
Webcast: Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment
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Webcast
2.0 Credits
An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance An overview of sexual harassment and workplace retaliation The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance Review a compliant procedure for handling harassment concerns
Webcast: Executive Presentation Presence: Speak Up, Move Up 2024
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Webcast
2.0 Credits
Constructing and delivering effective presentations Identifying target audiences Common communication problems Nonverbal communication
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
Webcast: Surgent's Controllership Skills Update - Budgeting, Forecasting and Big Data
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Webcast
2.0 Credits
Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements Big data: definition, challenges, goals, current uses/examples, sources of information Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards
Webcast: Surgent's Excel: Mastering PivotTables
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Webcast
2.0 Credits
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Webcast: Surgent's Implementing Subscription Pricing to Your Practice
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Webcast
2.0 Credits
The basics of subscription pricing Pricing strategies, with an eye toward a modern model for your business How to implement subscription pricing The need to look back and assess the financial impact of the implementation How to manage customer retention The optimum subscription pricing for your business
Webcast: Financial Statement Analysis for Managers 2024
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Webcast
4.0 Credits
Pros/cons of ratio analysis Cash flow analysis Operating leverage vs. financial leverage Effective financial performance measures
Webcast: Fundamentals of Outbound US Rules of International Taxation 2024
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Webcast
4.0 Credits
The US Taxing Jurisdiction Sourcing Rules Foreign Tax Credits Subpart F Global-Intangible Low-Taxed Income Passive Foreign Investment Companies IC-DISCs
Webcast: Advanced Personal Financial Planning Update 2024
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Webcast
8.0 Credits
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care Debt management, including reverse mortgages and education financing Insurance and investments from a life-planning perspective Income tax legislation, cases and rulings Estate and trust planning strategies
Webcast: World Class Cost Accounting: A Practical Application 2024
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Webcast
8.0 Credits
Tracing direct costs to products Substantially reduce MFG overhead Embed ABC in MFG cost systems
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: International Taxation 2024
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Webcast
2.0 Credits
Income tax treaties Residence tests Effectively connected income FDAP and FIRPTA withholding Avoiding transfer taxation of foreign investors Pre-immigration tax planning
Webcast: K2's Backups Done Right
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Webcast
2.0 Credits
List the significant backup approaches Identify areas of critical weakness or threats in your backup and recovery systems List all critical and non-critical applications and establish their order of recovery Differentiate between backup solutions based on their features and benefits
Webcast: Forensic Accounting 2024
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Webcast
4.0 Credits
Forensic Accounting Family Law Business Valuations Economic Damages Fraud Financial Investigations