CPE Catalog & Events
Understanding Apportionment for a Multistate Business 2024
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Webinar
2.00 Credits
Member Price: $89
Apportionment Formulas Sourcing Rules for service income and income from intangibles Throwback and throw-out and when they apply Apportionment applied to flow-through entities and sole proprietorships Learn about Alternative Apportionment
Controller Series: Insightful Financial Analysis
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Webinar
1.00 Credits
Member Price: $71
Reasons why it's so difficult to provide an "insightful" financial analysis What is the definition of a financial analysis The six steps of a financial analysis Key takeaways
Navigating Difficult Conversations with Coworkers
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Webinar
1.00 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
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Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Surgent's Marijuana: A Generalized Business Viewpoint
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Webinar
2.00 Credits
Member Price: $99
An overview of current state and federal laws governing marijuana A review of state boards of accountancy regarding marijuana How some financial professionals are capitalizing on the marijuana industry Providing auditing and tax services within the marijuana industry How accountants and other financial professionals can manage risk within this industry IRC Section 280E’s prohibition of deductions involving controlled substances A summary of various state taxation laws on marijuana Ethical issues for accountants who work in the marijuana industry Relevant banking regulations Growth projections
Surgent's Raising Financially Capable Children
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Webinar
2.00 Credits
Member Price: $99
Discussion of the importance of a financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards
Avoiding Budget People Issues: Managing Budgeting's Soft Side
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Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Income Tax Planning for Bond Investments 2024
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Webinar
4.00 Credits
Member Price: $159
Active versus passive investing Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax The tax treatment of bonds purchased at a discount or premium Bond swap and U.S. Savings Bond strategies
Social Media: The Bare Necessities
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Webinar
1.00 Credits
Member Price: $39
Communication Social Media Marketing Publicity Public Relations Business Strategy
Shortcuts Excel Users Love 2024
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Webinar
2.00 Credits
Member Price: $89
The power of keyboard shortcuts Oft used features with more capability than meets the eye New helpful features
Surgent's Annual Accounting and Auditing Update
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Webinar
8.00 Credits
Member Price: $299
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
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Webinar
8.00 Credits
Member Price: $299
Developing issues related to Yellow Book audits and single audits Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment) Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects) Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets Other issues related to nonprofits
Employee Retention: A New Way of Thinking
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Webinar
1.00 Credits
Member Price: $39
Employee Relations Leadership
Surgent's Individual Charitable Planning: Philanthropy for Income Tax Return Reporting
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Webinar
2.00 Credits
Member Price: $99
Which organizations are qualified to receive contributions? Types of charitable contributions taxpayers can deduct The deduction for quid pro quo contributions Strategies for donating property that has decreased/increased in value Figuring the deduction for contributions of capital gain property Importance of timing when making contributions Considering QCDs if a taxpayer is at least 70 ½ Specifics of donor advised funds Deduction may be limited to 20%, 30%, 50%, or 60% of adjusted gross income depending on type of property donated How to figure your deduction when limits apply Contribution carryovers when your donation exceeds limits What written statements should be received from qualified organizations? What records should taxpayers keep? Substantiation requirements for cash contributions of less than/more than $250 Substantiation requirements for noncash contributions of less than $250 to over $500,000 When does taxpayer need an appraisal? How and where to report contributions for individual income tax reporting
K2's 2023 Case Studies in Fraud and Technology Controls - 8 Hrs
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Webinar
8.00 Credits
Member Price: $225
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Corporate Finance Competency: Three Basic Tool Categories 2024
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Webinar
4.00 Credits
Member Price: $159
Financial statement analysis Integrated strategic and financial planning Action-oriented business metrics Activity-based management Five cases
101 Tax Planning Ideas 2024
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Webinar
8.00 Credits
Member Price: $299
Planning opportunities in the tax formula Different types of planning Frequently-used planning techniques Qualitative and quantitative considerations The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning Looking to the past, present, and future as we plan
The Top 5 HR Tools To Help You Do The Best Job Possible
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Webinar
1.00 Credits
Member Price: $39
Provide an overview of Human Resources Solutions in the market Understand how to integrate tools if one platform is insufficient Consideration of team member experience in using HR tools
Creating a Winning Culture
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Webinar
1.00 Credits
Member Price: $71
Culture - Why, What, and the Magnetic Firm Purpose-driven Great Leadership Culture of Growth Inspiring Workplace
Let's End Business Ethics
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Webinar
2.00 Credits
Member Price: $79
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions