CPE Catalog & Events
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals - Download
Available Until
TBD
8.00 Credits
Member Price: $159
New and expanded energy credits under the Inflation Reduction Act (IRA) Preparation of various Form 1040 individual tax returns and schedules; provided answers include “filled-in” forms Coverage of Form 7203 Coverage of §199A qualified business income, its calculation, limitations, and examples Dividends and interest – Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. Security transactions – From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues Self-employed person issues Schedule C deductions including depreciation Sale and exchange of property – Understanding Form 4797 and depreciation recapture; capital gains A working understanding of passive losses – How to handle rental property and how the passive loss rules flow to the tax forms Itemized deductions – A thorough understanding of what’s deductible and what’s not Interest deductions – Limitations and timing problems Charitable contributions substituting for taxes, IRS says – No! Retirement contributions and education credits and deductions Tax computations – The Kiddie Tax, AMT, regular tax, tax credits Individual problems illustrated by form preparation for various items, with numerous “practice tips” Impact of recent legislation and forms changes on the 1040
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals - On-Demand Webcast
Available Until
TBD
8.00 Credits
Member Price: $199
New and expanded energy credits under the Inflation Reduction Act (IRA) Preparation of various Form 1040 individual tax returns and schedules; provided answers include “filled-in” forms Coverage of Form 7203 Coverage of §199A qualified business income, its calculation, limitations, and examples Dividends and interest – Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. Security transactions – From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues Self-employed person issues Schedule C deductions including depreciation Sale and exchange of property – Understanding Form 4797 and depreciation recapture; capital gains A working understanding of passive losses – How to handle rental property and how the passive loss rules flow to the tax forms Itemized deductions – A thorough understanding of what’s deductible and what’s not Interest deductions – Limitations and timing problems Charitable contributions substituting for taxes, IRS says – No! Retirement contributions and education credits and deductions Tax computations – The Kiddie Tax, AMT, regular tax, tax credits Individual problems illustrated by form preparation for various items, with numerous “practice tips” Impact of recent legislation and forms changes on the 1040
Surgent's Preparing Not-for-Profit Financial Statements - Download
Available Until
TBD
8.00 Credits
Member Price: $159
The key requirements, options, and disclosures related to each of the basic financial statements How the reporting of functional and natural expense information has changed The new requirements related to providing liquidity and availability of financial assets information The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general How the new lease requirements (ASU No. 2016-02, Leases) impact not-for-profits Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more
Surgent's Preparing Not-for-Profit Financial Statements - On-Demand Webcast
Available Until
TBD
8.00 Credits
Member Price: $199
The key requirements, options, and disclosures related to each of the basic financial statements How the reporting of functional and natural expense information has changed The new requirements related to providing liquidity and availability of financial assets information The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general How the new lease requirements (ASU No. 2016-02, Leases) impact not-for-profits Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more
Surgent's Preparing and Reviewing Client Prepared Financial Statements - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Objective of financial reporting Inter-relationships of financial statements and disclosures Accounting changes Financial statement preparation and review process Best practices for financial statement preparation and review
Surgent's Principles of Financial Statement Presentation - Download
Available Until
TBD
3.00 Credits
Member Price: $59
The key presentation requirements with respect to an entity’s financial statements ASC topics related to presentation requirements, with a focus on ASC Topic 205, ASC Topic 210, ASC Topic 220, ASC Topic 225, ASC Topic 230, ASC Topic 235, and ASC Topic 250 Considerations around changes in accounting principles
Surgent's Professional Email Writing Basics - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Create clear and concise email communication and utilize protocols that support and enhance your professionalism Best practices for excellent email etiquette Types of subject lines to avoid Subject line structure for maximum impact Creating effective greetings and sign offs When and how to use cc/bcc fields to avoid conflict and enhance connection Elevated “out of office reply” messages How to best convey the proper tone Avoiding common pitfalls How to handle misunderstandings and mishaps Examination of when to use text, instant messaging, or phone call instead of email Synthesizing ideas and using efficient methods of writing Creating concise email strings
Surgent's Project Management for Finance Professionals - Download
Available Until
TBD
6.00 Credits
Member Price: $119
Project management is a way of thinking and managing Identifying projects, needs, objectives, and deliverables Project feasibility evaluation Life cycle of a project What causes projects to fail Establishing the project scope and preventing “project creep” Defining and managing stakeholders Organizational politics and conflict management Establishing the detailed schedule Introduction to project management software
Surgent's Proven Controls to Steer You Clear of Fraud - Download
Available Until
TBD
4.00 Credits
Member Price: $79
The price of fraud – ACFE’s Report to the Nations Deviant workplace behavior Combating fraud with controls Controls used by fraud victim organizations and suggestions for better implementation Fraud’s new frontier Corporate social, environmental, governance, and equity/inclusion reports and audits
Surgent's Proven Controls to Steer You Clear of Fraud - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $129
The price of fraud – ACFE’s Report to the Nations Deviant workplace behavior Combating fraud with controls Controls used by fraud victim organizations and suggestions for better implementation Fraud’s new frontier Corporate social, environmental, governance, and equity/inclusion reports and audits
Surgent's Public Speaking and Presentation Skills - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation
Surgent's Quality Management and Peer Review - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
AICPA’s Engagement Quality Initiative When peer reviews are required and how they work Recent deficiencies noted by peer reviewers in audit, review and compilation engagements System of Quality Control required by the Auditing Standards Board (ASB) Changes to the system of Quality Control proposed by the ASB
Surgent's Raising Financially Capable Children - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Discussion of the importance of a financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards
Surgent's Real Estate Tax Boot Camp - Download
Available Until
TBD
8.00 Credits
Member Price: $159
Coverage of recent tax legislation pertaining to real estate Installment sales Rental operations Depreciation and recapture Determination of basis Passive activity losses At-risk rules The qualified business income (QBI) deduction as it relates to rental real estate Like-kind exchanges Calculation of gain or loss on sale of real estate
Surgent's Real Estate Taxation: Critical Considerations - Download
Available Until
TBD
4.00 Credits
Member Price: $79
The impact of recent tax legislation on the real estate industry Depreciation and recapture Determining the basis when acquiring real estate Passive activity losses Calculation of gain or loss on sale of real estate Rental operations Installment sales
Surgent's Real Estate Taxation: Critical Considerations - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $129
The impact of recent tax legislation on the real estate industry Depreciation and recapture Determining the basis when acquiring real estate Passive activity losses Calculation of gain or loss on sale of real estate Rental operations Installment sales
Surgent's Real Estate for Accounting and Finance Professionals - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $109
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
Surgent's Recruiting and Retaining Next Gen Talent - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Who are Next Gen employees, and what are their career objectives? How employers can align their values with Next Gen values Establishing procedures and priorities that allow for attracting the best talent Maintaining relationships with employees to reduce turnover and grow organizations
Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Section 1402(a)(1) exclusions from the definition of self-employment income Application of the SE tax to members of limited liability companies Taking a self-employed owner's health insurance deductions against self-employment tax How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax How hiring a spouse and/or child helps reduce self-employment tax Differentiating between income treated as self- employment income and income that is not self-employment income
Surgent's Remote Leadership and Virtual Meeting Mastery - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Create an equipment/technology checklist before each meeting Structure your environment for maximum effect Manage and mitigate distractions Handle and respond to technology issues Present yourself with authority Prepare to achieve the best outcomes Establish an authentic and accessible professional presence Navigate a group meeting as well as one on one discussions Master audio only meetings and discussions