CPE Catalog & Events
Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times - On-Demand Webcast
Available Until
Online
2.00 Credits
Commencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7, 11, and 13 bankruptcy cases The bankruptcy discharge Proofs of claim Plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors
Surgent's Bankruptcy Basics: Understanding the Consumer Bankruptcy Process - On-Demand Webcast
Available Until
Online
1.00 Credits
Commencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7, 11, and 13 bankruptcy cases The bankruptcy discharge Proofs of claim Bankruptcy trustees Special rights afforded to secured creditors
Surgent's Best Practices in Not-for-Profit Accounting and Reporting - Download
Available Until
Online
4.00 Credits
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
Surgent's Best Practices in Not-for-Profit Accounting and Reporting - On-Demand Webcast
Available Until
Online
4.00 Credits
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
Surgent's Build Professional Relationships to Enhance Your Career-Authentic Networking - On-Demand Webcast
Available Until
Online
1.00 Credits
The psychology of perception Preparation checklist for networking Presenting your best self Perception management Preparing oneself for networking Setting expectations and limits Seamless self-introductions How to introduce others Overcoming anxiety How to start conversations Situational questions The art of conversation flow Listening skills Topics to avoid Graceful exits Body language Navigating large events/conferences One-on-one meetings Cocktail party etiquette Remembering names Strategies for introverts Follow up recommendations How to maintain and sustain relationships long term
Surgent's Building Your Personal Brand - On-Demand Webcast
Available Until
Online
1.00 Credits
The relevance of brand vs. reputation Key components of a personal brand Breaking down the who, what, where, when, why, and how of creating a personal brand
Surgent's Business Combinations - U.S. GAAP vs. IFRS - Download
Available Until
Online
1.00 Credits
Determining the acquisition date Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree Acquisition of contingencies Noncontrolling interests Recognizing and measuring goodwill or gain from a bargain purchase Measurement period adjustments
Surgent's Business Development for Accounting and Other Professionals - On-Demand Webcast
Available Until
Online
1.00 Credits
Marketing plans and how they provide direction and strategy for business growth Fundamentals of an effective website The growing importance of social media Strategies for obtaining and cultivating referral sources The benefits and challenges of networking organizations Creating a niche in saturated industries Using online publishing to meet your growth objectives
Surgent's Business Development: Referral Rally - Download
Available Until
Online
1.00 Credits
Networking organizations Obtaining referral sources
Surgent's Business Development: Time Management - Download
Available Until
Online
1.00 Credits
Managing interruptions The role of to-do lists Creating an effective time management plan Staying on track of your time management plan Blocking out time
Surgent's Buying and Selling a Business: Critical Tax and Structuring Issues - Download
Available Until
Online
8.00 Credits
An overview of the business evaluation process Negotiation points and goals from buyer and seller standpoints An overview of confidentiality agreements, memorandums of understanding, and asset purchase agreements Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The use of “F reorganizations” in lieu of §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Changes in strategy under the new tax laws Liquidation as an alternative to the sale of a business Planning to avoid double taxation Special problems and opportunities when an S corporation is the buyer or seller Special problems and opportunities when a partnership is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities
Surgent's Buying and Selling a Business: Tax and Structuring Overview - Download
Available Until
Online
6.00 Credits
An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Planning to avoid double taxation under the repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities Unique issues in buying and selling LLC/partnership interests Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill
Surgent's Buying and Selling a Business: Tax and Structuring Overview - On-Demand Webcast
Available Until
Online
4.00 Credits
An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Planning to avoid double taxation under the repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities Unique issues in buying and selling LLC/partnership interests Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill
Surgent's CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting - Download
Available Until
Online
8.00 Credits
Differences between planning and budgeting Building change into the planning process The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
Surgent's Capital Planning in Light of COVID-19 - On-Demand Webcast
Available Until
Online
1.00 Credits
Formal and informal capital planning systems Capital expenditure and nimbleness Why a low average cost is not necessarily the best measurement Looking at capital expenditure in light of bank requirements Exempting certain assets from the need for analysis Exploring the best way of project and capital analysis
Surgent's Choosing the Right Business Entity - On-Demand Webcast
Available Until
Online
2.00 Credits
Why businesses operate as C corporations Why businesses operate as pass-through entities Converting to a C corporation in 2022 How and why to adopt S corporation status Tax and business situations that impact entity selection
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide - On-Demand Webcast
Available Until
Online
2.00 Credits
Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting Review the three levels of service Discuss technology options Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche
Surgent's Coaching Skills for Managers and Supervisors - On-Demand Webcast
Available Until
Online
4.00 Credits
The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses - On-Demand Webcast
Available Until
Online
2.00 Credits
Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans
Surgent's Compilation and Review Overview - Download
Available Until
Online
2.00 Credits
Objectives of financial statement preparation, compilation, and review engagements SSARS No. 21, Clarification and Recodification Components and characteristics of financial statement preparation, compilation, and review engagements Accepting and planning financial statement preparation, compilation, and review engagements Overview of SSARS No. 22–25