CPE Catalog & Events
Surgent's Top Business Tax Planning Strategies
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Online
2.00 Credits
Member Price: $99
Complying with the beneficial ownership information reporting requirements The current status of the Employee Retention Credit Voluntary Disclosure Program Using the newly expanded access to business tax accounts for partners and shareholders of S corporations IRS guidance allowing car dealers to provide electric vehicle tax rebates upfront to qualified auto buyers Monetizing energy credits Amortization of research and experimental expenditures Dealing with the taxpayer loss in the Tax Court in Soroban Capital Partners requiring managers to pay self-employment tax on certain payments to limited partners Contributions to Roth “catch-up” plans Roth contributions to a SEP and Simple IRA Employer matching contributions to a Roth account Section 179 and bonus depreciation Roth 401(k) contributions no longer subject to RMDs during the owner’s lifetime
Deep Dive into Common Auditing Deficiencies
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Online
4.00 Credits
Member Price: $159
Auditing Yellowbook GAAS
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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Online
4.00 Credits
Member Price: $159
Diagnosing problems with existing performance targets and incentives Designing performance targets (that work in the real world) Designing incentives the drive the intended behaviours and outcomes Avoiding common mistakes, problems and pitfalls with performance targets and incentives
Spring Tax Update for Business with Steve Dilley
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Online
4.00 Credits
Member Price: $159
Recent legislative developments, cases and rulings impacting various business entity taxpayers Review of Inflation Reduction Act provisions impacting small businesses Business income, deductions and credits Section 174: Research and Experimentation Deduction update Form 1099-K reporting Depreciation update: Section 179 and 168(k) S Corporation and partnership update, including Schedule K-1
Building Personal Leadership Skills
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Online
4.00 Credits
Member Price: $159
Leadership Personality Types Communication Uses of AI in the work place
IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
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Online
8.00 Credits
Member Price: $400
An emphasis on newly enacted tax legislation affecting IRAs including the NEW final required minimum distribution (RMD) regulations Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans Roth IRA contribution phase-out limits as well as tax-free qualified distributions Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments) The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner’s death Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules
Todd and Julie Chrisley Go to Prison
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Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing
Governmental & Not for Profit Fraud 25-26
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Online
4.00 Credits
Member Price: $175
Review real-world examples of fraud schemes perpetrated against governments and not-for-profits, including misappropriations of cash, grant frauds, vendor frauds, inventory thefts, and payroll frauds Understand and recognize fraud risk and fraud indicators Consider types of fraud prevention programs
Mergers & Acquisitions Part 1: The Accountant's Role 25-26
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Online
4.00 Credits
Member Price: $175
The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow Working capital adjustments and balance sheet due diligence The impact of contemplated pricing, earn-outs and holdbacks The deal timeline and flow of information Understanding the terms and structure that fit the buyer and seller objectives Tax and financial accounting treatment of select issues
SSARS Practice Issues and Standards Update 25-26
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Online
4.00 Credits
Member Price: $175
Review of applicable SSARS standards, including standards updates Review of AICPA professional ethics requirements In-depth discussion of non-attest services Review of independence issues for SSARS services Overview of SSARS #21 performance, documentation and other requirements Detailed analysis of preparation vs. compilation engagements Detailed analysis of review engagements
S Corporation Checkup: Tax Issues & Forms Reporting
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Online
4.00 Credits
Member Price: $159
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations Comprehensive example to illustrate the mechanics of the basis determination process
All About Fraud - Examples, Prevention and Auditing
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Online
4.00 Credits
Member Price: $159
Auditing Yellowbook
S Corporation Essentials: Review & Update
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Online
4.00 Credits
Member Price: $159
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt S corporation open account debt Limitation of deduction of losses AAA and distributions
Advanced Staff Tax Training: Individual 25-26
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Online
8.00 Credits
Member Price: $329
Taxation of investments Reporting of business income and losses from pass-through entities including loss limitations Non-income taxes that impact individual income tax returns Retirement contributions and planning Alternative Minimum Tax (ATM) Social Security taxation Charitable contribution planning with limitations
Deception, Embezzlement and Fraud 25-26
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Online
8.00 Credits
Member Price: $329
Narcissism Studies Fraud Embezzlement Technology used in scams
Preparation, Compilations and Reviews?A Practical Workshop 25-26
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Online
8.00 Credits
Member Price: $329
Preparation Compilations Reviews
Integrate ChatGPT into Your Client Advisory Services-Updated
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits
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Online
2.00 Credits
Member Price: $109
Types of sampling and sampling risk Differentiating statistical and nonstatistical sampling approaches Attribute testing for tests of controls and compliance Variables sampling for substantive audit assurance when performing tests of details Determining sample sizes in a compliance audit in conformance with Uniform Guidance
Steps to Stop External Fraud
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
Dashboard and Report Design Principles Using Excel
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Online
4.00 Credits
Member Price: $159
Principles of Visual Design for Dashboards and Reports Chart Design for Rapid Understanding Table Design for Efficiency Effective Use of Commentary Strategic Layout Techniques Trend Analysis Methods Developing Organizational Design Standards Excel Application Techniques Critical Review Skills Best Practices for Data Presentation