CPE Catalog & Events
Remote Leadership: The Four "Ps" That Remote Teams Need to Thrive
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Virtual
1.00 Credits
Culture's driving force Shared vision and purpose Employee engagement Communication Platforms and tools Process and rhythm to execute
1065 - Understanding Partnerships Tax Returns
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Online
2.00 Credits
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065
Surgent's Getting Ahead: The Art of Marketing for CPAs
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Online
2.00 Credits
Challenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics
Payroll Essentials: The Payroll Cycle of Life
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Online
2.00 Credits
The major topics covered in this class include:A general review of compensation and payroll taxes from a broad perspectiveA walk through of the payroll processExplanations and examples of payroll processing, payroll tax deposits, and payroll returnsResources, recommendations, and guidance on compensation, payroll and payroll related topics
Audit 105: The Audit Risk Model - Foundational Principles
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Online
2.00 Credits
The major topics covered in this course include:The reason that entities engage a financial statement auditThe applicable financial reporting frameworks available The various phases of a financial statement auditEvaluating and documenting audit risk, both at the overall and relevant assertion levelCase study differentiating high-risk audit engagements and higher-risk audit areas
Forensic Accounting: When The Office Is A Crime Scene
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Online
4.00 Credits
The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
ChatGPT and the ELI5 Approach for Accounting Professionals
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Online
2.00 Credits
The major topics covered in this course include:Understanding the ELI5 Approach60 Variations of the ELI5 MethodApplication of the ELI5 Approach in AccountingELI5 Case StudiesStrategies for Implementing the ELI5 ApproachUsing ChatGPT to Enhance ELI5 CommunicationRole of Accountants in Leveraging the ELI5 Approach
Partnership & S Corporation Checkup: Key Developments
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Online
2.00 Credits
The major topics covered in this course include:IRS enforcement against partnershipsNew K-2 and K-3: 2021 partnership and S corporation tax forms on foreign transactionsSale/merger of a partnershipThe new Sub S Form 7203 - shareholder basis computationS corporation compensationPPP loans and the Forms 1065 and 1120-S
Advanced Googling for Accountants
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Online
2.00 Credits
Getting Google ReadyGoogle Mobile ToolsGoogle Personalization and OptimizationGoogle Eyes and Ears: How Google Can Literally Read, Hear and See You.Googling to Your Own Devices: How Results Vary By Computer Hiding in Plain Sight: What Youƒ?Tre Missing on the Google Results PageGoogle Sweet TalkPower Search ToolsGoogle VerticalsHow to Be a Google Super Hero: Three Key Strategies
Surgent's Make Resilience Work for You - An Accounting Leader's Guide to a Holistic Approach for Managing Teams
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Online
2.00 Credits
Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes
Surgent's Update on the SECURE 2.0 Act
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Online
2.00 Credits
Automatic enrollment requirements for 401(k) plans Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62, and 63 Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Improving coverage for part-time workers Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule
Surgent's Introduction to Forensic Accounting
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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
Audit 106: Internal Control Fundamentals - Evaluating Design
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Online
2.00 Credits
The major topics covered in this course include:Responsibilities for gaining an understanding of the entity and its environmentThe inter-relationship of the five foundational components of the COSO Internal Control - Integrated FrameworkVarious methods for documenting and evaluating the design and implementation of internal control over financial reportingIdentifying critical elements of entity-level and transactional-level controlsCase studies related to identifying deficiencies in internal control documentation
Surgent's Inventory Management, Control and Analysis: Best-in-Class Tools to Achieve Success
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Online
4.00 Credits
Inventory management vs. inventory control Inventory analysis methods and KPIs Top inventory management trends Inventory analysis: methods and KPIs Inventory management trends for retailers Inventory management and supply chain management Top trends in warehouse management Supply chain inventory optimization
Excel - Working with Text, Date & Time Functions & Formulas
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Online
2.00 Credits
The major topics that will be covered in this class include:Using Text functions to join and separate text entriesInserting Text functions to work with imported dataPerform date and time calculations with the Date & Time functions
Power BI - Introduction to MS Power BI Tools
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Online
2.00 Credits
The challenge of using Excel for Data Analysis An overview of the various Power BI Tools An overview of when and why to use each Power BI Tool A tour of each tools interface
Entertainment, Meals & Travel Expenses: Review and Update
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Online
2.00 Credits
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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Online
1.20 Credits
Health and Wellness Burnout Stress Management Employee Engagement
Surgent's Choosing the Right Business Entity
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Online
2.00 Credits
Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.
Take Command of your Time
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Online
2.00 Credits
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)