CPE Catalog & Member Events
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Schedule K-1: What is it & What do I do with it?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/TrustsReporting Schedule K-1 information on Form 1040Basis limitations, loss limitations, and material participation rulesQualified Business Income (QBI) Deduction and Schedule K-1 integrationSchedules K-2 and K-3 requirements
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
A Culture of Regulatory Ethics: A Competitive Advantage
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Does it pay for a company to have strong ethics?Can you measure the financial impact of ethics?Does ethics make a difference in financial performance?Can ethics be used as a competitive advantage?What sets the CPA designation apart?AICPA Code of Professional Conduct & the Conceptual Framework ApproachEthics as a marketing toolPersonalizing your Code of EthicsFour building blocks of ethical cultureWhat influences employee behavior?Ethical researchBuilding trust in organizationsMaintaining objectivity in difficult situations
Enact Retaliation Abatement and Monitoring Measures
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Webinar
1.00 Credits
Member Price: $39
Retaliation prevention Retaliation monitoring Speak up culture Ethical culture
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
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Webinar
2.00 Credits
Member Price: $89
Leadership foundations Leading downward Leading upward Practical leadership tools
Financial Decisions that Led Two Businessmen to Prison
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Introduction to Governmental Accounting 103
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Webinar
2.00 Credits
Member Price: $89
Major and Non-major funds Basis of accounting variations Why geography matters in a financial statement report
Surgent's Engagement and Client Retention Best Practices
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Webinar
2.00 Credits
Member Price: $119
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 Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
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Webinar
2.00 Credits
Member Price: $99
How and why a partnership makes a 754 election The effect of the 754 election when an interest in a partnership is sold or inherited How the 754 election applies when a partnership makes a distribution of property to one or more of its partners How to make the 754 basis adjustment
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties
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Webinar
2.00 Credits
Member Price: $99
How to determine when an individual is subject to an RMD Coverage of RMD changes under SECURE Act 2.0 What is the required minimum distribution for an account owner? What is the required minimum distribution for a beneficiary IRA? Key explanations of RMD regulations The types of accounts that are subject to the RMD rules The parties that are subject to the RMD rules Exceptions and special considerations for RMDs Rollover and transfer rules in an RMD year The various responsibilities of interested parties Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions How the 10-year rule works for beneficiaries
Public Speaking Secrets That Wow Audiences
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Webinar
4.00 Credits
Member Price: $149
Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock
Preparing and Reviewing Workpapers for Higher Quality Audits
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Webinar
4.00 Credits
Member Price: $149
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards
Partnership Checkup: Tax Issues & Forms Reporting
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Webinar
4.00 Credits
Member Price: $149
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Impact of contributed property Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process Discusses how S corporation losses impact Form 1040 Schedule E reporting How to get from the Schedule K-1 information to the basis calculations
Money Laundering 101 for CPAs
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
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Webinar
8.00 Credits
Member Price: $250
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation
The Ethic of Recruitment and Selection
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success
K2's Dynamic Arrays In Excel
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Webinar
1.00 Credits
Member Price: $39
Differentiating between dynamic arrays and traditional Excel formulas Identifying which functions support dynamic arrays Using dynamic arrays to link data from external data sources
Stand Out - How to Create a Unique Employer Brand
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Webinar
1.00 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
Considerations of Fraud
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Webinar
2.00 Credits
Member Price: $89
AU-C 240 Auditing Yellowbook
A Working Parent's Guide to Prioritizing Mental Wellness
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively.Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health.Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed.