CPE Catalog & Events
Surgent's IA Module 5 -- Internal Audit (IA) Risk Assessment and Planning - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $149
IA program foundation(s): IA risk assessment and planning IA Risk Assessment and Planning Standards review Enterprise (macro) level internal audit risk assessment and planning including entity level/ wide audit scope, frequency and objectives determinations Process and engagement (micro) level risk assessment and planning, including the alignment and integration with enterprise risk assessment, planning and engagement level scope and objectives determinations Engagement level scope and objectives determinations Internal control design and documentation fundamentals Audit program development and updating
Surgent's IA Module 6 -- Internal Audit (IA) Fieldwork Fundamentals and Documentation Essentials - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $149
Fieldwork fundamentals, including a discussion of the following: Types and nature of fieldwork Technical skills development Compliance testing of internal controls Substantive testing of accounts/balances IT/Cyber Security control reviews/testing Audit sampling fundamentals: Statistical/Non-Statistical Audit evidence and evidence gathering techniques Analytical/problem-solving skills development: Identification and analysis of control deficiencies/issues Time management, organization, and communication skills development Workpaper preparation and documentation basics, including best practice techniques, and workpaper self-review
Surgent's IA Module 7 -- Internal Audit (IA) Engagement Management and Administration - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $149
IA activity and engagement level management overview The fundamentals of highly effective IA engagement management Engagement planning, supervision, administration, and monitoring Time and resource management, including scheduling, budgeting, status updating, tracking and follow up Audit reporting and report writing Engagement team and stakeholder/partner communications, meetings, and relationship dynamics and development
Surgent's IA Module 8 -- The Internal Audit (IA) Activity Quality/Excellence Continuum! - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $149
Defining “Quality” and “Excellence” for an IA activity: your “Defining Moments”! Quality Assurance and Improvement Program (QAIP): an overview QAIP Standards review Requirements of the QAIP: Internal/External Assessments Moving beyond standards compliance to highest-level quality and impact internal auditing It’s all about stakeholders and maximizing stakeholder value Advanced skills/leadership development for Internal Auditors The IA “Success Quadrant” and Never-Ending Quality/Excellence Continuum
Surgent's IRS Tax Examinations and Hot Issues - Download
Available Until
TBD
4.00 Credits
Member Price: $79
Coverage of the Inflation Reduction Act of 2022 Criteria that the IRS uses to select returns for examination Vehicles, meals, and virtual currency considerations Worker classification determinations on who is an employee and who is an independent contractor S corporation officer’s reasonable compensation issues Responsibilities to pay the employment taxes when the business defaults Tax-related identity theft procedures
Surgent's IRS Tax Examinations and Hot Issues - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $129
Criteria that the IRS uses to select returns for examination Vehicles, meals, and virtual currency considerations Worker classification determinations on who is an employee and who is an independent contractor S corporation officer’s reasonable compensation issues Responsibilities to pay the employment taxes when the business defaults Tax-related identity theft procedures
Surgent's Implementing Subscription Pricing to Your Practice - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $109
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
Surgent's Implementing the New Risk Assessment Standard - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
The performance of risk assessment procedures to attain the knowledge needed to assess risk How the auditor identifies and assesses the risks of material misstatement The new “stand-back” requirements related to risk assessment
Surgent's Increase Success by Understanding People - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
How to analyze others through simple observation A proven model to understand and predict behavior Why assertiveness is neither good nor bad What behaviors to expect from different personality types Why do I act like I do? Correcting employee issues in a new and better way
Surgent's Increase the Efficiency of Your Organization - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Proven ways to measure costs in relation to objectives Develop methods to measure company and department objectives Use ratios to measure and improve efficiency Develop an incentive system that rewards efficiency
Surgent's Individual Income Tax Fundamentals - Download
Available Until
TBD
20.00 Credits
Member Price: $270
Effects of recent legislation, including the recently enacted Inflation Reduction Act and the SECURE Act 2.0 The Qualified Business Income deduction Filing information, filing status, personal exemptions, dependents, the standard deduction, etc. Wages and salaries Interest income, dividend income, mutual funds, Social Security Figuring tax Basic income tax preparation, Form 1040, and Schedules 1 – 3 Capital gains and losses Medical and dental expenses, charitable contributions IRA contributions and distributions Distributions from qualified retirement plans, pensions, and annuities Profit and loss from business or profession and self-employment tax Depreciation Rental income and expenses Preparation of Schedules A, B, C, D, E, and Forms 4562, 4797, and more
Surgent's Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer - Download
Available Until
TBD
10.00 Credits
Member Price: $189
Effects of recent legislation, including the recently enacted Inflation Reduction Act and the SECURE Act 2.0 Filing information, filing status, personal exemptions, dependents, the standard deduction, etc. Dependents and income Wages and salaries Credits, withholding, estimated tax, and basic return preparation Capital gains and losses Itemized deductions
Surgent's Individual Income Tax Update - Download
Available Until
TBD
4.00 Credits
Member Price: $79
Timely coverage of breaking tax legislation Residency and domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements New Form 1099-K reporting requirements Virtual currency, including recent developments regarding NFTs, new Form 1099-DA, and recently released proposed regulations regarding new IIJA broker reporting requirements Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
Surgent's Individual Tax Planning Ideas - Download
Available Until
TBD
4.00 Credits
Member Price: $79
Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0 Timely coverage of breaking tax legislation Retirement planning in light of IRA and RMD changes Review of pertinent changes from recent legislation Reading a tax return for developing client-specific tax strategies Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Compensation and fringe benefit issues Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them All in the family: Tax tactics for spouses, children, and parents Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change
Surgent's Individual and Financial-Planning Tax Camp - Download
Available Until
TBD
8.00 Credits
Member Price: $159
Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Will there be more changes in the individual tax laws? Changes to the lifetime estate tax exemption in light of proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged acccounts Recent case law, as applicable Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
Surgent's Individual and Financial-Planning Tax Camp - On-Demand Webcast
Available Until
TBD
8.00 Credits
Member Price: $199
Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Will there be more changes in the individual tax laws? Changes to the lifetime estate tax exemption in light of proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged acccounts Recent case law, as applicable Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques - Download
Available Until
TBD
4.00 Credits
Member Price: $79
Building change into the planning process Sales/income plan Intermediate planning Technology plan Capital equipment planning One-year operating plan Monthly planning Cash plan Risk plan
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success - Download
Available Until
TBD
4.00 Credits
Member Price: $79
Differences between planning and budgeting The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
Surgent's Internal Controls and COSO in a Post-COVID Landscape - Download
Available Until
TBD
4.00 Credits
Member Price: $79
ACFE's Occupational Fraud 2022: A Report to the Nations and the most commonly found controls in fraud victim organizations Internal controls in relation to COSO principles How to employ controls to cut losses How to modify controls in the post-COVID era Remote work circumstances and considerations
Surgent's Internal Controls, COSO, and COVID-19 - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $129
ACFE's Report to the Nations and the most commonly found controls in fraud victim organizations Internal controls in relation to COSO principles How to employ controls to cut losses How to modify controls in the post-COVID era The potential impact of increased enforcement of laws and regulations to replenish government coffers Remote work circumstances and considerations