CPE Catalog & Events
Surgent's Data Analytics for Accountants and Financial Managers - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration Lists of readings and next-level software for a participant’s future reference
Surgent's Data Analytics: Planning and Implementation Strategies - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $59
Why have companies struggled to implement data analytics? What are the barriers you face in becoming a data-driven organization? How does self-service business intelligence help in developing a data-driven organization? Why is Power BI the self-service business intelligence application you should use? Why should everyone in your company be assigned a data role?
Surgent's Data Security: Best Practices to Protect Your Business and Yourself - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
Surgent's Depreciation Rules for Bonus and Section 179 Expensing - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Bonus depreciation for acquisitions and construction History of qualified property categories and QIP The CARES Act and related Rev. Procs. Section 179 expensing Energy incentives The tangible property regulations 1031 exchanges Strategic hierarchy
Surgent's Did I Pick the Right Major? Selecting Major Programs in a Single Audit - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Understanding the risk-based program selection approach to identifying major programs The four-step major program determination process How to identify ”not low-risk type A programs” and “high-risk type B programs”
Surgent's Disclosure Requirements for SEC Form 8-K - Download
Available Until
TBD
2.00 Credits
Member Price: $49
The overall purpose of the Form 8-K Triggering events for filing the Form 8-K Filing deadline for the Form 8-K
Surgent's Disclosures of Risks and Uncertainties - Download
Available Until
TBD
1.00 Credits
Member Price: $29
Recall the general disclosure requirements relating to risks and uncertainties Be aware of the additional disclosure requirements required by Regulation S-K for public business entities that file reports with the SEC
Surgent's Effective Communications with Management and Those Charged with Governance - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Coming soon!
Surgent's Effective Techniques for Auditing Contingencies and Going Concern - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Overview of uncertainties, contingencies, litigation, claims and assessments and related disclosures Auditing managements assumptions in making the going concern evaluation Evaluating substantial doubt about an entity’s ability to continue as a going concern for a reasonable period of time as defined in professional standards.
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
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
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor How disgruntled independent contractors can use IRS Form 8919 against a former employer When and how to use §530 as a defense in worker classification audits What is "industry practice" for §530 purposes Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees The IRS’s Voluntary Classification Settlement Program — advantages and disadvantages
Surgent's Engagement and Client Retention Best Practices - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $109
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
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies - Download
Available Until
TBD
4.00 Credits
Member Price: $79
Overview of ERM and how it affects all organizations What COVID-19 has taught us about risk management Risk tolerance and developing a plan Risk identification Risk analysis Risk responses Strategy risk
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $129
Overview of ERM and how it affects all organizations What COVID-19 has taught us about risk management Risk tolerance and developing a plan Risk identification Risk analysis Risk responses Strategy risk
Surgent's Enterprise Risk Management for Small and Medium-Sized Companies - Download
Available Until
TBD
8.00 Credits
Member Price: $159
The nature of risk in any size or type of organization What COVID-19 has taught us about risk management Risk tolerance and developing a risk plan Risk identification Risk evaluation Risk response Strategy risk Financial risk Marketing risk Compliance and liability risk Operational risk Environmental risk Cyber risk
Surgent's Essential Depreciation and Expensing Update - Download
Available Until
TBD
4.00 Credits
Member Price: $79
Resolved technical glitches for qualified improvement property Detailed coverage of §179 expense elections and §168(k) bonus or additional first-year depreciation – maximizing deductions, definitions, limitations, and qualified property Sales of property and the depreciation recapture rules (§1245, §1250, unrecaptured §1250 gain for real estate, §291 for corporations) MACRS depreciation – finding the proper method, convention, and recovery period Listed property and the current limitations Amortization of startup, organization, and other expenditures AMT depreciation adjustments and how to avoid them Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities
Surgent's Essential Depreciation and Expensing Update - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $129
Resolved technical glitches for qualified improvement property Detailed coverage of §179 expense elections and §168(k) bonus or additional first-year depreciation – how to maximize them, definitions, limitations, qualified property, etc. Sale of property and the depreciation recapture rules (§1245, §1250, unrecaptured §1250 gain for real estate, §291 for corporations) MACRS depreciation – finding the proper method, convention, and recovery period Listed property and the current limitations Amortization of start-up, organization, and other expenditures AMT depreciation adjustments and how to avoid them Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities
Surgent's Essentials Of Audit Sampling - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
• Types of sampling and sampling risk • Attribute testing for tests of controls and compliance • Variable sampling for substantive assurance • Differentiating statistical and nonstatistical sampling approaches • Determining sample sizes in a compliance audit
Surgent's Establishing State Residency and Saving Your Clients Money - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Typical provisions in state statutes regarding domicile and residency In depth analysis of domicile and residency definitions Issues regarding one’s permanent abode Analysis of jurisdiction where taxpayer has the greatest connections Detailed discussion of criteria used to establish domicile and residency
Surgent's Estate and Life Planning Issues for the Middle-Income Client - Download
Available Until
TBD
8.00 Credits
Member Price: $159
Changes to the lifetime estate tax exemption in light of proposed regulations SECURE 2.0 updates More than 20 documents that should be reviewed that are neither a will nor trust Applicable rates, and tactics that may be used to minimize them Reducing the impact of ancillary administration Provisions you need in a will When a trust is needed for children Durable powers of attorney, for financial matters and for healthcare Realistic retirement goals Management of insurance: liability, disability, and life Dealing with marriage and divorce Titling assets effectively Developments relative to estate tax, and the implications for planning