CPE Catalog & Events
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
-
Online
2.00 Credits
Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home
IRS Strategic Plan 2023-2026 and Impacts on US Tax Pros
-
Online
2.00 Credits
The major topics covered in this course include:Overview of the IRS Strategic Plan 2023-2026Key goals and priorities of the IRS Strategic PlanMeasures the IRS plans to take to achieve its goalsImplications of the IRS Strategic Plan for tax professionals and regulatory ethicsChanges to the way the IRS provides services and communicates with taxpayersStrategies for staying up-to-date on IRS policies and proceduresCase studies of the impacts of the IRS Strategic Plan on the accounting profession
Monthly Federal Tax Updates - November 2024
-
Online
2.00 Credits
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
2024 Accounting & Auditing Update for Small Businesses
-
Online
4.00 Credits
The major topics that will be covered in this course include:Accounting Standards Updates (ASUs) that are most likely to impact small businessesASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEsAudit standards that small business auditors will need to implement.
Servant Leadership 101
-
Online
1.00 Credits
The major topics that will be covered in this course include:Assessing your organization’s culture The benefits of great cultures The basics of what servant leadership is, and is not How to coach using a servant leadership style
Audit 501: Personality Styles - Improving Your Interactions
-
Online
2.00 Credits
The major topics covered in this course include:Defining primary personality style characteristicsDetermining your own primary personality style and the style of othersEffectively adapting for improving interactions with various personality stylesLeveraging strengths and minimizing the negative impact of personality weaknessesApplying personality style analysis to real-life situations involving clients, staff, peers and superiors
Leadershift Ethics: Things Must Change!
-
Online
2.00 Credits
The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation
Estate & Trust Primer - Tax Staff Essentials
-
Online
4.00 Credits
Types of trusts Trustee powers Recognition and realization of income Elements of an estate Taxation of trusts and estates Basic concepts of estate planning
Circular 230 and Rogue Return Preparers
-
Online
2.00 Credits
The major topics covered in this class include:The authority of Circular 230 on return preparersThe possible penalties for violating Circular 230How to answer ethical situations with clientsCharacteristics of return preparers who prepare false tax returnsHow to identify the violations in real life examples
Surgent's Understanding Non-Compete Agreements
-
Online
2.00 Credits
Enforcement of non-compete agreements from the employer’s perspective Opposing enforcement of non-compete agreements from the employee’s perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements.
What You Can Learn From the Statement of Cash Flows
-
Online
2.00 Credits
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
Ethics: Avoiding the Slippery Slope of Ethical Pressures
-
Virtual
4.00 Credits
Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies
Outlook - Manage Your Inbox With Maximum Efficiency
-
Online
4.00 Credits
The major topics that will be covered in this course include:Orientation to the Outlook interface and navigationCustomizing your inbox display to meet your preferencesUsing folders to organize your messagesUsing QuickSteps and Rules to automate the processing of inbound emailsTools for deleting and archiving your emailsManaging your junk mail settingsUnderstanding all email option settings
2024 Year-End Payroll Update
-
Online
2.00 Credits
The major topics covered in this class include:Year-end tasks an employer should consider with regards to payrollBonus runs & fringe benefit reportingCompliance reporting & W-2 reconciliationsUpdates to payroll wage rates & limitsCurrent issues affecting payrollBest practices for not only year-end, but year-round compliance
A Review of the Uniform Guidance Requirements
-
Online
2.00 Credits
The major topics that will be covered in this class include:Key auditor requirements in a Single AuditEnhanced required reporting requirement in Single Audit related to internal control and complianceClarifications and examples of how to properly determine major federal programsKey definitions related to Single AuditOther important matters contained in the Uniform Guidance
Surgent's Management Fundamentals
-
Online
4.00 Credits
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
Audit 502: The Art of Discipline and Getting Things Done
-
Online
2.00 Credits
The major topics covered in this course include:Creating a culture of disciplineProject and time management best practicesAvoiding common time wastersTips for both getting, and staying, organizedManaging stress for yourself and othersManaging productive meetings
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
-
Online
2.00 Credits
Notice 2020-75: PTE elections What is a 754 election? What if a 754 election is not in effect? Tax implications of a partnership interest sale on the seller Look-through provisions
Ethical Transgressions 2024: Tales of Corruption
-
Online
2.00 Credits
• PPP fraud scheme • An extensive timekeeping fraud • A cryptocurrency investment scheme • Insider trading • Startup fraud • The AICPA Conceptual Framework, the fraud triangle, the PLUS model, the Santa Clara University decision-making model, and the SHRM Model
The Ethic of Recruitment and Selection
-
Online
2.00 Credits
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success