CPE Catalog & Events
Everything There is to Know About Summonsing
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The ingredients that make up an IRS summons.The IRS' legal authority to summons.How to comply with a summons.Whether to appear in response with your client or not.Common errors the IRS can make that will invalidate a summons.Following DOJ summons referral process; all based on an actual case.
The Controllership Series - Sales, Collections and Customer Credit
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Webinar
1.50 Credits
Member Price: $59
Accounting Sales Collections
K2's 2023 The Digital Home
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Webinar
2.00 Credits
Member Price: $79
Configuring your router and network to make it more secure Review online services to help your family share information and stay in touch Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are “ready for prime time” and which ones you should skip
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
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Webinar
2.00 Credits
Member Price: $119
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
Surgent's Key Partnership and S Corporation Tax Planning Strategies
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Webinar
4.00 Credits
Member Price: $159
Timely coverage of breaking tax legislation Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits Sale of ownership interest and NIIT considerations
2024 Estate and Financial Planning for the Older Client
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Webinar
8.00 Credits
Member Price: $225
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Webinar
8.00 Credits
Member Price: $299
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
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Webinar
8.00 Credits
Member Price: $279
Schedules K-2 and K-3 and filing exceptions Form 7203 IRS Tax Pro Account IRS modernization initiatives Information Returns Intake System (IRIS) Identity Theft warnings IRS guidance for the marijuana industry “Recycled” Form 1099-NEC to report nonemployee compensation Form 1065 steps for reporting capital Centralized audit regime; late filing penalties and small partnership relief “Substance over Form” argument of shareholder loans Advanced study of “At-Risk” loans Employer W-2 correction requests White House 2024 Budget Points Don't get caught watching the paint dry -- What is hot and new What is terminating S corporations today? Special allocation issues of §704 Final regulations for allocating depreciation recapture to partners and members of LLCs
Coaching & Counseling - Performance Management
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Webinar
1.00 Credits
Member Price: $39
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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Webinar
1.00 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
2024 Deep Dive into Quality Management
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Webinar
2.00 Credits
Member Price: $79
Quality Management Risk Assessment SQMS
2024 Single Audit Update
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Webinar
2.00 Credits
Member Price: $79
2024 Compliance Supplement Uniform Guidance Common Deficiencies
Surgent's Post-election Coverage of Potential Tax Changes and Planning Strategies
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Webinar
2.00 Credits
Member Price: $99
Prospects of a lame duck session of Congress enacting tax legislation The tax reform agenda of the president-elect Determining the impact of a unified or divided government on the prospects of enacting tax legislation The new political environment and how it will impact chances for enactment of new and continued (TJCA) tax legislation Extension of some or all of the TCJA beyond 2025 Chances of enacting other expiring provisions in addition to the TCJA expirations When and how to take advantage of expiring provisions of the TCJA Tax strategies that can be employed before the end of 2024 and into 2025
2024 The Complete Guide to the Preparation for Form 1041
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Webinar
8.00 Credits
Member Price: $225
Form 1041 Preparation Decedent's Estate Issues Trust-Specific Challenges Subchapter J Fundamentals Compliance Strategies Case Study Analysis
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Webinar
2.00 Credits
Member Price: $79
Accounting Finance Cash Investments
IRS Penalties and Abatements
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Webinar
2.00 Credits
Member Price: $79
Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
A Practical Guide to Trusts
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Webinar
8.00 Credits
Member Price: $225
The role of the trustee and how to avoid problems How to use trusts to avoid probate How revocable living trusts are affected by income, gift, and estate taxes Marital deductions and marital and bypass trusts How an irrevocable trust can be the center of an estate plan Advantages of an irrevocable life insurance trust How to create a dynasty trust Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool Trust options to provide security for older clients Advantages, tax consequences, and limits on charitable contributions and private foundations Charitable remainder and charitable lead trust issues How trusts can serve as asset protection devices Business trust issues
2024 Fringe Benefit Planning - Today and Beyond
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Webinar
8.00 Credits
Member Price: $225
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
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Webinar
1.00 Credits
Member Price: $39
Technology Cybersecurity
AI & You
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Webinar
1.00 Credits
Member Price: $39
Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign