CPE Catalog & Events
Partnership/LLC Taxation: Tax Basis Capital Accounts
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting
Connected Leadership: Foster and Retain an Engaged Team
-
Online
2.00 Credits
Member Price: $79
Leadership
Fraud Risk Management
-
Online
2.00 Credits
Member Price: $79
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
Todd and Julie Chrisley Go to Prison
-
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
Excel for Staff Level 1 - What You Never Learned
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Navigating around worksheetsSelecting cells and rangesHow to use custom number formattingHow to leverage ViewsHow to build better formulas with referenced variables and defined namesLearn to quickly format cells with Cell StylesLearn proper worksheet structure
Creating a Culture of Trust: Build Loyal and Engaged Teams
-
Online
1.50 Credits
Member Price: $59
Culture Trust
Excel - Functions and Formula Shootout
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of formula creation best practicesDemonstration of various Excel functions to enhance calculationsUsing Excel functions to perform advanced calculations
The Tax Practitioners Guide to Estate Administration
-
Online
2.00 Credits
Member Price: $79
Estate settlement issues Collection and accounting of assets Determining the legitimacy of debts and creditors Payment of creditors Distribution issues Probate issues Will contests Inventory of assets Fiduciary duties Rights of creditors, third parties, and beneficiaries Federal estate tax issues State death tax issues Ancillary estate administration issues Fiduciary accounting issues Special issues regarding trusts
Digging Deep with Excel Pivot Tables
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Data preparation and cleansingPivot table creationPivot table customizationNavigating Excel’s PivotTable Analyze tab
Communicating Financial Data to Non-Financial Audiences
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:Key barriers when communicating financial informationHow to overcome those barriersKey tips on effectively communicating financial information to non-financial audiences
Analytical Procedures: Practical Applications and Standards
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Discussion of analytical procedures in audit and review engagements.Practical examples and illustrations of analytical procedures.The order of operations for accomplishing analytical procedures.
Surgent's Basic Estate Administration for CPAs and FAs
-
Online
2.00 Credits
Member Price: $99
Legal principles and definitions Trust accounting issues Working closely with legal counsel proactively in the best interest of the client Property law concepts Complex community property issues Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495 Executor checklist The basics of filing a Form 1041 for an estate or non-grantor trust Filing a final Form 709 The basics of filing Form 706 Understanding 706 elections Understanding Estate Valuations, including GST and portability Special considerations for IRAs and ERISA plans When to make Section 454 elections When to make Section 754 elections Understanding the fine points of basis S corp issues Partnership and LLC considerations Passive loss carryforwards and estates Fiscal year elections 65-day election for trusts and estates Tax aspects of pecuniary and specific bequests
The Art of Conversation: A Relationship Approach to Networking
-
Online
2.00 Credits
Member Price: $79
Networking Relationship Management
Surgent's Emotional Intelligence
-
Online
4.00 Credits
Member Price: $159
Self-awareness Self-regulation & motivation Empathy Managing relationships
Estate & Trust Primer - Tax Staff Essentials
-
Online
4.00 Credits
Member Price: $213
Types of trusts Trustee powers Recognition and realization of income Elements of an estate Taxation of trusts and estates Basic concepts of estate planning
Office 365 Teams App - Optimizing Your Setup & Configuration
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Defining your teams and channel structure - best practicesStep-by-step guide on how to create and manage teams and channelsHow to organize your Teams navigation panelConfiguring your notification settingsConnecting Teams to external appsUnderstanding how Teams integrates with SharePoint, OneNote and Planner appsTracking your Teams app usage analyticsArchiving and deleting Teams and related content
2024 Annual Update for Not-for-Profit Accountants & Auditors
-
Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:The Not-for-Profit Advisory Committee (NAC).Accounting Standards Updates (ASUs).Year 2 considerations of the leases standard.Common nonprofit deficiencies identified in peer review.What's going on at the AICPA.
Surgent's Industry Accountant Key Performance Metrics
-
Online
8.00 Credits
Member Price: $279
Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
Ethics: Environmental, Social and Governance for Accountants
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:What is ESG?Key Technology, Economic and Social Drivers of ESGESG Current LandscapeIssues in Shifting from Theory to PracticeCOP26: Implications for the Accounting ProfessionTechnical Examples of ESG ReportingThe "S" in ESG: Social MetricsThe "G" in ESG: Governance EthicsESG as an Emerging Client Advisory ServiceESG Reporting Best PracticesESG and BlockchainLeading ESG Reporting FrameworksESG CertificationsProminent ESG Software and CalculatorsESG Starter Strategy
Next Steps Series - Development: Moving From Employee to Manager to Leader
-
Online
1.00 Credits
Member Price: $71
The differences between being an employee versus a manager or leader New skills needed Letting go of your old role Building a coaching culture Motivating people Goal setting Leader credibility Delegating tasks Handling feedback Managing friends Aligning Leadership with Strategy