CPE Course Catalog
 

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  • 2 Credits
    Online

    Excel - Advanced Formatting to Improve Your Spreadsheets

    Location: Online
    Member Price: $79.00

    In the "Excel - Formatting Spreadsheets for Beginners" class, you learned basic formatting of a spreadsheet. In this class, we take you to the next level by teaching you how to customize many of the formatting options. Learn to customize cell styles and how to use these...

  • 3 Credits
    Online

    Handling Complex Related Org Issues: Schedule R's Parts II-V

    Location: Online
    Member Price: $89.00

    This session comprises one of four Form 990 Master Classes available to those wanting intermediate-to-advanced training on the 990's most difficult arenas. Once an initial identification scan of a filer's related organizations has been undertaken, two directions of FUN result! FIRST, three key...

  • 8 Credits
    Online

    The Best Federal Tax Update Course by Surgent

    Location: Online
    Member Price: $279.00

    In this continually revised course, tax advisors will be fully updated on the most recent legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. Continually updated to reflect enacted legislation.

  • 2 Credits
    Online

    Depreciating & Expensing Business Assets - 2 Hours

    Location: Online
    Member Price: $79.00

    This presentation highlights the latest legislative changes affecting depreciation and capitalization rules, including 2022 inflation increases and Section 179 and 168(k) deductions.  Planning and potential pitfalls will also be presented.  

  • 2 Credits
    Online

    Postmortem Estate Planning Primer

    Location: Online
    Member Price: $79.00

    The field of estate planning is increasingly complex. Finding appropriate solutions to a client’s estate issues upon his/her death are critical to a number of areas, including the estate tax return of the decedent, the decedent’s final income tax return, the income tax return of...

  • 2 Credits
    Online

    Retirement Planning: Next Stage for You or Your Client

    Location: Online
    Member Price: $79.00

    If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions...

  • 4 Credits
    Online

    What's Going on at the GASB

    Location: Online
    Member Price: $129.00

    This course reviews accounting standards issued by the Government Accounting Standards Board (GASB) that will be effective this year as well as those that will be effective in the near future. In addition to reviewing the standards, we will also focus on implementation strategies and...

  • 1 Credits
    Online

    Legal Planning for Care Giving of Elderly/Disabled Clients

    Location: Online
    Member Price: $39.00

    It is now common for those who live to the age of 65 to expect to live at least another 20 years. With increased length of life comes the need to understand that certain necessities must be considered for elderly/disabled clients. We walk you through issue spotting, including senior housing and...

  • 2 Credits
    Online

    Partnerships Essentials: Tax Basis Capital Account Reporting

    Location: Online
    Member Price: $79.00

    This course examines the critical issues and special opportunities facing partnerships and their partners, as well as the relationship between limited liability companies and partnerships. How the Tax Cuts and Jobs Act impacted the tax structure of partnerships and LLCs will be addressed, as...

  • 4 Credits
    Online

    Tax Planning Based On Form 1040 - Individual Issues

    Location: Online
    Member Price: $129.00

    The many changes made to the Internal Revenue Code have created numerous unique planning opportunities for individuals. Careful tax planners must weigh current rules with an eye toward the future. This course will assist the practitioner in charting alternatives and guiding clients...

  • 6 Credits
    Online

    The Complete Guide to the Preparation for Form 1041- 6 hour

    Location: Online
    Member Price: $189.00

    Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and...

  • 4 Credits
    Online

    Depreciating & Expensing Business Assets - 4 Hours

    Location: Online
    Member Price: $129.00

    This program will address the most recent updates on tax depreciation resulting from the TCJA, highlighting new capitalization and depreciation rules. Planning opportunities and potential pitfalls will also be addressed. **Please Note:  If you need credit reported to the IRS...

  • 2 Credits
    Online

    Not-for-Profit GAAP Update

    Location: Online
    Member Price: $79.00

    This course covers FASB Accounting Standard Updates (ASUs) that impact not-for-profit entities. It includes a deep dive into the new disclosure requirements for contributed nonfinancial assets in ASU 2020-07. We also review the impact of COVID19 on accounting for various federal funding in...