CPE Catalog & Events
Surgent's IRS Tax Examinations and Hot Issues - Download
Available Until
Online
4.00 Credits
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
Online
4.00 Credits
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
Online
2.00 Credits
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
Online
2.00 Credits
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
Online
1.00 Credits
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
Online
1.00 Credits
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
Online
20.00 Credits
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
Online
10.00 Credits
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
Online
4.00 Credits
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
Online
4.00 Credits
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
Online
8.00 Credits
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
Online
8.00 Credits
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
Online
4.00 Credits
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
Online
4.00 Credits
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
Online
4.00 Credits
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
Online
4.00 Credits
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
Surgent's Introducing Partner Capital Account Reporting - On-Demand Webcast
Available Until
Online
2.00 Credits
How a partner’s outside basis and capital account differ Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L IRS requirement to report partner tax basis on the transactional approach Implications if a capital account is negative Deficit restoration accounts and qualified income offsets Modified outside basis method and modified previously taxed capital method Determining a partner’s beginning capital account for 2021 Beginning capital account for partnerships and partners consistently reporting on the tax basis
Surgent's Introduction to Forensic Accounting - On-Demand Webcast
Available Until
Online
4.00 Credits
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Surgent's Introduction to the Audit Process and Risk Assessment - On-Demand Webcast
Available Until
Online
2.00 Credits
History of the financial statement audit Objective of a financial statement audit Audit Process and Linkage Management and the Auditor’s Responsibilities Evaluating Audit Risk Risk Assessment Process Risk Assessment Procedures Documentation
Surgent's Key Partnership and S Corporation Tax Planning Strategies - Download
Available Until
Online
4.00 Credits
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