CPE Catalog & Events
Surgent's Ethics for Tax Professionals
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Webinar
2.00 Credits
Member Price: $99
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
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Webinar
4.00 Credits
Member Price: $159
Overview of ERM and how it affects all organizations What COVID-19 has taught us about risk management Risk tolerance and developing a plan Risk identification Risk analysis Risk responses Strategy risk
Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills
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Webinar
2.00 Credits
Member Price: $79
Professional/Technical to Business/Behavioral Leader Evolution From Agricultural to Conceptual Age Right Brain Orientation Emotional Intelligence Framework Behavioral Self-Awareness and Self-Management Socially Intelligent Leader/Social Awareness Transformational Leadership
Surgent's Successful Communication
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Webinar
4.00 Credits
Member Price: $159
The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions Action plan to apply techniques in the workplace for communication success
Negotiation Strategy: What to do Before, During and After
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Webinar
1.50 Credits
Member Price: $69
negotiation
Postmortem Estate Planning Primer
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Webinar
2.00 Credits
Member Price: $79
Alternative valuation date (AVD) issues Portability Issues Installment payments of estate taxes (IRC Section 6166) QTIP elections under IRC §2056(b)(7) The use of qualified disclaimers Basis issues Final income tax return of the decedent Medical expenses of final illness Savings bond interest acceleration Estate fiscal year and accounting method elections The sixty-five-day rule election Income and deductions in respect of the decedent (IRD)
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
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Webinar
2.00 Credits
Member Price: $99
Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
Connected Leadership: Foster and Retain an Engaged Team
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Webinar
2.00 Credits
Member Price: $79
Leadership
K2's 2023 Ripped From The Headlines
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Webinar
2.00 Credits
Member Price: $79
Malware, ransomware, data breach, and incident response tips Internal control failures that resulted in the theft of assets or unauthorized manipulation of data User authentication and security awareness training
Creating a Culture of Trust: Build Loyal and Engaged Teams
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Webinar
1.50 Credits
Member Price: $59
Culture Trust
The Tax Practitioners Guide to Estate Administration
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Webinar
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
Surgent's Basic Estate Administration for CPAs and FAs
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Webinar
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
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Webinar
2.00 Credits
Member Price: $79
Networking Relationship Management
Surgent's Emotional Intelligence
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Webinar
4.00 Credits
Member Price: $159
Self-awareness Self-regulation & motivation Empathy Managing relationships
Estate & Trust Primer - Tax Staff Essentials
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Webinar
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
Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms
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Webinar
8.00 Credits
Member Price: $279
Classifying receipts between “income” and “corpus” under the Uniform Principal and Income Act Calculation of DNI utilizing three different methods, a “forms” method (Schedule B), a “code” method, and a “shortcut” method, utilizing a worksheet of common income and expenses Proper W-2 preparation and procedures in the year of death Taxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of simple trusts Fluctuating trusts – Simple one year, complex the next Dividing income in the year of death Overview of Subchapter J Form preparation issues – Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1 Other considerations: excess deductions on termination Effects of the CARES and Tax Relief Acts on trusts: §461(l) Excess Business Loss Limitation, NOL, §163(j) modifications, new employer credits Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms
Surgent's Industry Accountant Key Performance Metrics
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Webinar
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
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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Webinar
1.00 Credits
Member Price: $39
Emotional Intelligence Management Skills Teamwork Customer Relations
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Webinar
1.00 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Next Steps Series - Development: Moving From Employee to Manager to Leader
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Webinar
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