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Professional Development and Event Catalog

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Financial Acumen for Today's HR Leader

Thursday, Jul. 17
 9:00am - 10:00am

Online

2.00 Credits

Member Price: $39

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Revenue Recognition Topic 606 - Identify Performance Obligations Part 1

Thursday, Jul. 17
 9:00am - 10:09am

Online

1.20 Credits

Member Price: $39

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This course is meant to complement the course that evaluates all aspects of the five steps to revenue recognition. The course "Understanding the new revenue recognition rules" examines the five-step model outlined in the standard that organizations must utilize when recognizing revenue. The new standard applies to all companies.

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K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success

Thursday, Jul. 17
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $79

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Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends impacting CAS, and identify critical steps to build a scalable CAS practice that aligns with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS to ensure ethical and professional service delivery.

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Navigating IRS Collections: Overview of Form 433 and OIC

Thursday, Jul. 17
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

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This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Surgent's Understanding Partnership Taxation: Debt Allocations

Thursday, Jul. 17
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $99

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How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners, and the gain or loss on the sale of a partnership interest. However, the allocation of debt can differ depending on the type of debt it is and the type of partner we are talking about. Furthermore, 704(c) can complicate things. And what in the world is a constructive liquidation scenario? In this course, we will tackle the concept of debt allocations - how you do it, what it means, and why you do it.

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Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

Thursday, Jul. 17
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $159

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All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the "financial hero" of your organization and make a positive impact on the bottom-line.

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Surgent's Key Partnership and S Corporation Tax Planning Strategies

Thursday, Jul. 17
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $159

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Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.

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Surgent's Overview and Analysis of the New Tax Law: Part 2 - Focus on Business Taxation

Thursday, Jul. 17
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $199

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The passage of OBBBA represents the most consequential tax law since The Tax Cuts and Jobs Act (TCJA) in 2017. It is now up to accounting and finance practitioners to digest this new legislation so they can adequately advise their clients regarding its effect. This course includes detailed coverage of all the business tax provisions contained in OBBBA. Our experts have broken down this voluminous legislation and distilled its presentation into two parts, each offering four CPE credits. These courses are independent of each other and do not need to be taken in order. For coverage of all individual tax provisions, please see Overview and Analysis of the New Tax Law: Part 1 – Focus on Individual Taxation (NEW1).Surgent is providing first-to-market coverage of the legislation in a comprehensive but easily digestible manner. We will, of course, bring our customers future clarifications and corrections emanating from the legislation. Clients will be immediately asking about these enactments, and a real-time understanding of them will be critical to properly provide advice.

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Surgent's Understanding and Testing Control and Compliance in a Single Audit

Thursday, Jul. 17
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $159

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The control and compliance requirements for single audits differ from the requirements for GAAS audits. As a result, sometimes it's difficult to tell where the auditor's responsibilities start and stop in a single audit. This course is designed to help you proceed and succeed in applying the single audit control and compliance requirements contained in the 2024 revision to the Uniform Guidance for Federal Awards. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in single auditing today.

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Conducting a Remote Audit

Thursday, Jul. 17
 9:00am - 1:00pm

Online

4.00 Credits

Member Price: $225

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Understand the basics of remote auditing and how it can be used in your engagements Remote auditing has become increasingly popular in recent years. Learn how to apply auditing standards to real-life examples of remote auditing in this all-new webcast. Join us to explore ways to overcome the challenges of remote auditing and conduct efficient engagements for your clients.

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Managerial Accounting: Your Prescription for Better Decision

Thursday, Jul. 17
 9:00am - 1:00pm

Online

4.00 Credits

Member Price: $149

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2025 Annual Update for Governmental Accountants and Auditors

Thursday, Jul. 17
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $239

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This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies. We'll then switch gears to review the GASB standards coming down the pike, including major projects of the GASB. When considering the audit side of the house, Yellow Book and Single Audit engagements are considered must-select engagements for Peer Review. This course will cover the Yellow Book independence requirements which are required any time an auditor performs a Yellow Book or Single Audit even when the engagement is for a for-profit entity. The session will also cover the changes to the Uniform Guidance. We'll close with a look at the key changes in the 2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Advanced Tax Planning S Corporations - Tax Staff Essentials

Thursday, Jul. 17
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $349

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Finance Business Partnering: Influence to Impact

Thursday, Jul. 17
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $349

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Drive business success forward This webcast offers finance professionals an advanced application-based approach to finance business partnering. You will: Acquire essential problem-solving skills that can positively affect all areas of the business Learn how to leverage analytics tools and techniques to aid in decision-making Become accomplished in presenting and influencing key business decision-makers You also will enhance your interpersonal, communication, and leadership skills, so you are more proficient in executing strategic visions.

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Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms

Thursday, Jul. 17
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $279

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This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.

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Surgent's Predicting Future Financial Issues Facing the Financial Executive

Thursday, Jul. 17
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $279

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Our financial and economic series is designed to take key topics for financial executives and explore them in detail such that the CFO/controller/financial executive can take away useful and practical recommendations dealing with the topic at hand. The program explores the current economic trends and analyze their impact on you as the financial executive in areas professional skepticism, medical care costs, social security viability, the dollar as a world currency, the national infrastructure and the "fate of the states" as well as the AICPA's top 10 trends and technologies. Specific recommendations and insights will be offered to you to deal with the challenges.

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Surgent's S Corporation Core Tax Issues From Formation Through Liquidation

Thursday, Jul. 17
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $279

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As experienced staff members master the preparation intricacies of an 1120-S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both theory and practice overarching principles that govern S corporations from formation to revocation, termination and liquidation. Experienced, client-facing staff should be aware of the pitfalls that may inadvertently cause an S-status termination or may generate unintended tax consequences to shareholders.

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The Best Individual Income Tax Update Course by Surgent

Thursday, Jul. 17
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $299

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This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.

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The Single Audit from Beginning to End Update

Thursday, Jul. 17
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $225

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Mastering IRS Form 7217: Partnership Property Distributions

Thursday, Jul. 17
 9:30am - 10:30am

Online

1.00 Credits

Member Price: $55

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