CPE Catalog & Events

As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a new weekly series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. We are all aware that the IRS, along with other state and federal regulators, is issuing guidance with increased frequency due to the coronavirus pandemic tax changes. New rules need to be analyzed, dissected, and explained more quickly than in days gone by so that our clients are kept informed of opportunities that may not last long. This weekly series will provide relevant and important tax and financial changes in a quick, concise format. Each week, Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. Please Note: CFP credit is not available for this course in 2021.

When the first cohort of Baby Boomers turned age 65 several years ago, tax advisors began to be bombarded with questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.

With the effective date of ASC 842, Leases, right around the corner, companies are running out of time develop their implementation plans. In this one-hour overview course, we'll review the key accounting aspects of ASC 842, primarily from a lessee's perspective. The course will review lease classification, measuring and recording lease liabilities and related assets, and subsequent accounting for both finance and operating leases. The course will also discuss transition accounting for ASC 842 and provide examples of the new disclosures required under the new standard. This course is the one-stop shop to get all the basic information about this standard before it's too late.

Not-for-profits enter into leases for many types of assets. This course is designed to help you understand the core components of not-for-profit lessee accounting under FASB ASC 842, Leases. You will learn the important definitions involved, the key decision points involved in applying the standard, and how to think through those decision points.

Governments enter into leases for many types of assets. This course is designed to help you understand the core components of governmental lease accounting under GASB No. 87, Leases. You will learn the important definitions involved, the key decision points involved in applying the standard, and how to think through those decision points.

This course will discuss the psychology behind white-collar crime. It will conclude with a conversation with Abby Ellin, author of Duped. This is the third of five 2-hour courses in Surgent's Fraud Certificate Program. This program includes a combination of lectures, animated videos, and live interviews with white-collar offenders and whistle-blowers. Each course is designed to be engaging and informative and will enhance your understanding of fraud.

Employee turnover has always been expensive, and experts warn that the cost of employee attrition keeps rising. Tight labor markets, a strong economy, and increasingly collaborative jobs are just some of the explanations given for the high price of losing employees. While some of these "macro" factors are beyond an employer's control, there is substantial research showing practices employers can implement that encourage employees to remain and grow with an organization. So, why do people quit? It is commonly thought that employees often leave their jobs because they do not like their boss, they perceive low opportunities for growth, or they are offered a better opportunity somewhere else. However, new research reveals that what really affects career decisions are employees' sense of how they are doing compared to their peers or where these individuals thought they would be at a certain point in life. This course provides an overview of how to improve employee retention. Whether you are a sole practitioner with one or two employees or part of a much larger organization, this course will be valuable to you.

The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions of people in certain situations may impact the prevalence of fraud.

The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions of people in certain situations may impact the prevalence of fraud.

Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals. Left unchecked, a life centered exclusively around the demands of work can be both physically and emotionally detrimental. Establishing a work-life balance is difficult in any profession, yet financial professionals confront unique challenges that make this goal seem even more elusive. Technology results in being "always on," with no true time to disconnect and genuinely enjoy family, exercise, or hobbies. Lack of balance comes with costs, including poor health and lower productivity. Why are some professionals able to establish a successful balance between career demands and family while others are not? How are some firms able to achieve both high employee satisfaction and strong productivity? This webinar looks at research, surveys, and simple anecdotal information to provide a better understanding of how to achieve a realistic work-life balance in the modern world. We also discuss the tax consequences that arise when professionals seek balance by working from home in one state while their employer is located in a different state.

Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency, and greater employee satisfaction. Without proper planning, professionals who work remotely may experience increased anxiety and disorganization. They may also jeopardize data privacy. However, when executed properly, working remotely can help organizations become more efficient and profitable, while at the same time improving employee morale. This webinar looks at how firms and companies have successfully implemented work from home programs and discusses mistakes that can be avoided through proper planning.

Understanding the nuances of workplace protocol facilitates effective interactions within the office as well as at external business functions. In this class you will learn how to cultivate your executive presence as well as how to conduct yourself in a variety of business settings. The work environment extends beyond the walls of the office into client sites, business events, and conferences. You will be provided with the tools to navigate every situation with confidence and grace. Although the workplace is an evolving structure, the general rules of etiquette such as kindness, respect, cooperation, and effective communication have not shifted.

If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore the key audit requirements that peer reviewers focus on, how the auditor complies with those requirements, and common pitfalls seen in Yellow Book and single audits. This course will help you proceed and succeed in your Yellow Book and single audits!

The assurance you need! For CPAs, the interest in sustainability information continues to rise. Along with this increased interest, there is a greater need to be reassured about the reliability of this information. If you are performing examination or review engagements on sustainability information, this self-study course is for you. Covering sustainability, greenhouse gas emissions, and attestation engagements, this online course will assist you in interpreting and applying the clarified attestation standards (SSAE No. 18). The course also outlines considerations and requirements, from planning and executing to presenting and reporting on sustainability information. Plus, you will receive guidance when using internal audit, other practitioners, and specialists.

Why is it important to understand internal controls? You may wonder why you are required to spend time on every audit dealing with internal control and may question its usefulness. Regardless of the size of your client or audit budget, there are specific requirements in the standards related to auditing internal control over financial reporting. In this course, you will learn about the impact internal control has on your audit engagements, the common misconceptions detected through peer review, and how to avoid them in your practice. Take control of your audit Complete this course to help you improve audit quality by becoming aware of and avoiding common financial statement audit missteps related to internal control over financial reporting.

Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences.

After viewing this presentation, participants will hear about the tax expatriation which is the movement of U.S. Citizens, long term residents, and assets out of the United States. What are the red flags, how to address them, and how to fund foreign trusts. " Expatriation from the United States Introduction to Expatriation Tax Determining Residency Start Date for Non-Resident Aliens Determining Residency Termination Date for Non-Resident Aliens Determining Expatriation Date Section 877 The "Exit Tax" under 877A - Effective after June 17, 2008 Inheritance Tax Logic of 2801 Tax Regime Definitions under 2801 Exceptions to 2801 Tax Liability for 2801 Inheritance Tax Computation of 2801 Inheritance Tax Potential Planning Strategies for Mitigating "Inheritance Tax" under 2801 Overview of Wealth Transfer Taxes U.S. Transfer Taxes for Trusts U.S. Income Taxes - Domestic Trusts U.S. Income Taxes - Foreign Trusts Deemed Sale Upon Funding "

Save when you buy the complete Tax Staff Essentials, Level 4 online bundle. Clients want help with present and future business services. Which tax planning strategies will you provide for your corporate and small business clients? This course explores state-of-the-art planning ideas and tax-saving strategies to keep more of your clients' money in their pockets. Updated for the latest legislation and IRS guidance on tax reform, this course answers the tough questions and show you what strategies are best for your clients. The entire course is designed around the idea that the needs of the small business owner change as the business moves through the business life cycle. The idea is that even though this is a tax course, taxes are only one consideration of many that must be considered when forming a new entity. Throughout the course, we will discuss different entity types. "What do you need to do to form a sole proprietorship, partnerships, or other type of entity?" You will think about the nuances of each entity structure as we address this question. Who Will Benefit Tax professionals Key Topics Starting a business - the tax life of a business Selecting a business entity type The Tax Cuts and Jobs Act Section 199A and the qualified business income deduction Accounting methods Compensation of owners - hiring family members Reasonable compensation Depreciation, Section 179, and bonus depreciation Transactions with owners Buy-sell and noncompete agreements Exiting the business - special exit techniques

Help your junior staff establish a strong set of core skills This series covers key areas to ensure the members of your young tax force are well prepared to begin their careers and support your firm. They'll learn about the following: Individual, partnership, and S corporation tax compliance Effective online tax research techniques Clear and precise working paper documentation Effective professional business communications Your future tax professionals will also receive a broad range of practical tax instruction, including key issues surrounding: Individual taxation New cost and repair regulations S corporation distributions Items affecting shareholder basis Passive activity loss rules, and more Courses Included: Tax Research I Individual Tax Fundamentals Capitalized Costs & Depreciation Working Paper Documentation S Corporations: Key Issues, Compliance, and Tax Strategies Tax Fundamentals of LLCs & Partnerships Tax Staff Essentials is a comprehensive, integrated curriculum that provides tax training for four different experience levels and is available in four different formats: Online, On-site, Tax Schools, and Webcasts.

This course will introduce you the different types of business entities and the tax implications of contributions, distributions and earnings, among other topics.