CPE Catalog & Events

Talk This Way - Communication Skills for the CPA

Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentationsThe importance of recursive revision Tips for success Pitfalls to avoid

Taxation of Business Entities

Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.

Taxation of Judgement and Settlements

Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.

Taxation of Non-fungible Tokens (NFTs)

NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs.

The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Manag

Creating a culture of discipline Project and time management best practices Avoiding common time wasters Tips for both getting, and staying, organized Managing stress for yourself and others Managing productive meetings

The Choice of Entity Decision: What is best for your client?

Recent tax legislation and developments related to various entities, including sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations. Impact of the Section 199A deduction Ramifications of the C to S election and the S to C election Corporate tax rate to individual tax rate comparison examples Other related topics

Treasury Circular 230 for EAs and Other Tax Preparers

Circular 230 Conflicts of interest Loving case RTRP

Understanding Internal Control Constructs

Underlying concepts of internal controlThe importance of control measure interdependency

Understanding/Creating Internal Control Systems (Part 1)

Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology

Understanding/Creating Internal Control Systems (Part 2)

Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology

What You Can Learn From the Statement of Cash Flows

Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures

What's New in Excel

New features and tools in ExcelUpdates to the Excel Function Library

Yellow Book Independence and Single Audit Fundamentals

The conceptual framework approach to independence Independence threats related to preparing financial statements and accounting records Consideration of specific non-audit services that would and would not impair independence Documentation necessary to support adequate consideration of auditor consideration Fundamentals of a compliance audit performed under the Uniform Guidance Schedule of expenditure of federal awards Determination of major programs Using the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over compliance Testing compliance Writing an audit finding Reporting requirements of a single audit

You Don't Know What You Don't Know About Excel (Part 2)

Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function library

You Don't Know What You Don't Know About Excel Part 1

Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function library

Surgent's Unlimited Plus Webinar Package

Surgent's Unlimited Self- Study Package

Surgent's Unlimited Webinar Package

Audit Documentation - Workpapers To Pass Review

The major topics covered in this course include: Proper documentation as a means of audit quality Factors impacting the nature and extent of documentation Sample workpaper index and other organization tips Use of audit programs as means of audit documentation Checklist for self-review of workpapers and clearing review notes Multiple exercises on identifying workpaper deficiencies

Behind the Curtain: Exploring IRS Audit Technique Guides

The major topics that will be covered in this course include: Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries