Tax - Level 3
The following courses have been hand-picked for experienced seniors and supervisors. The Tax - Level 3 track will help your more experienced staff make the transition from preparing taxes to planning and advising clients on more complex taxation matters while taking on more responsibility at the firm.
Class Pass
Available Until Mar 31st, 2023
Purchase your professional development program credits in advance (as either a 40-hour Class Pass or 80-hour Class Pass) and enjoy significant savings. This year's pass applies to seminars, conferences, webinars, and livestream programs now through March 31, 2023. Class Pass is also a great way to get your staff the training they need at a discounted price.
Surgent's Basics of Employment Law for Non-HR Professionals
May 11th 1:30pm - 5:00pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
LinkedIn Profile Secrets for CPAs
May 13th 12:00pm - 2:00pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Coaching Skills for Managers and Supervisors
May 16th 9:00am - 12:30pm
Online
4.00 Credits
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Hot IRS Tax Examination Issues for Individuals and Businesses
May 23rd 9:00am - 4:30pm
Online
8.00 Credits
Although the IRS continues to lose its audit workforce due to budget cuts, it continues to examine specific individuals and small business taxpayers. Now, more than ever, CPAs need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for CPAs in public accounting to understand the risk to clients and to themselves in tax return preparation and planning.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
May 23rd 9:00am - 12:30pm
Online
4.00 Credits
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
Securing a Comfortable Retirement in the Age of Spending
May 26th 9:00am - 4:30pm
Online
8.00 Credits
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
How to Settle a Client's Estate
Jun 2nd 9:00am - 4:30pm
Online
8.00 Credits
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. This course enables the accountant to cut through the jargon to understand the legal concepts, communicate a real-world explanation to clients, and serve, in some instances, as an advisor to them. After taking this course, practitioners will feel more confident to serve in a fiduciary capacity. Updated for developments relative to estate taxation.
Larry Stein's 2022 Guide to LLCs, Partnerships, LLPs (Including Real Estate Issues)
Jun 7th 8:45am - 4:30pm
Online
8.00 Credits
Come join Larry Stein as he discusses strategies for your LLC and Partnerships Clients. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.
Larry Stein's 2022 Guide to Strategies for Self-Employed Tax Clients
Jun 9th 8:45am - 4:30pm
Online
8.00 Credits
Come join Larry Stein as he discusses selected tax strategies for your self-employed clients; Schedule C, Schedule E, S Corporations, and LLCs will be featured. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.
Getting the Best Out of Your Team with Project Management
Jun 11th 10:00am - 12:00pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Fiduciary Accounting and Tax Issues of Estates and Trusts
Jun 14th 9:00am - 4:30pm
Online
8.00 Credits
Fiduciary income tax is a complex blend of state accounting rates and the tax law of Subchapter J. Only by understanding this interaction can the practitioner acquire the skills and knowledge to provide income tax planning for an estate or trust and its beneficiaries, sure to be an important skill in practice in the new income tax environment.
Surgent's Basics of Employment Law for Non-HR Professionals
Jun 15th 1:30pm - 5:00pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
Grow Your CPA Business: LinkedIn for Networking and Referral
Jun 16th 3:30pm - 5:30pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
Jun 16th 8:30am - 4:15pm
Rocky Hill
8.00 Credits
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent - Online
Jun 16th 8:30am - 4:15pm
Online
8.00 Credits
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.
The Best Individual Income Tax Update Course by Surgent
Jun 17th 8:30am - 4:15pm
Rocky Hill
8.00 Credits
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.
The Best Individual Income Tax Update Course by Surgent - Online
Jun 17th 8:30am - 4:15pm
Online
8.00 Credits
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.
Larry Stein's 2022 Guide to Trusts, Estates, Gifts, and Income Tax Planning for Surviving Spouses, Heirs, and Beneficiaries
Jun 21st 8:45am - 4:30pm
Online
8.00 Credits
Come join Larry Stein as he discusses key planning and compliance insights for your trust, estate and heir/beneficiary clients. Income tax and wealth transfer ideas will be featured. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.
Larry Stein's 2022 Guide to Retirement, Income Tax and Estate Planning Strategies (Giving Your 60+ Client a Check-Up)
Jun 22nd 8:45am - 4:30pm
Online
8.00 Credits
Come join Larry Stein as he discusses retirement planning, IRAs, succession, wealth/asset preservation (estates and trusts) and tax insights. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.
Professional Ethics for Connecticut CPAs
Jun 22nd 8:30am - 12:05pm
Rocky Hill
4.00 Credits
The AICPA's Professional Ethics Executive Committee (PEEC) clarified, revised, and codified the AICPA Code of Professional Conduct in 2014 and has made many changes since then. In this program, the Code is used as a basis for discussing regulatory ethics. The program will address ethics rules applicable to CPAs in public practice, those in business, and others. Recent changes, interpretations, and non-authoritative guidance issued by PEEC will be discussed along with Connecticut Board of Accountancy laws and regulations. This course qualifies for the three-year Connecticut ethics requirement.
Professional Ethics for Connecticut CPAs - Online
Jun 22nd 8:30am - 12:05pm
Online
4.00 Credits
The AICPA's Professional Ethics Executive Committee (PEEC) clarified, revised, and codified the AICPA Code of Professional Conduct in 2014 and has made many changes since then. In this program, the Code is used as a basis for discussing regulatory ethics. The program will address ethics rules applicable to CPAs in public practice, those in business, and others. Recent changes, interpretations, and non-authoritative guidance issued by PEEC will be discussed along with Connecticut Board of Accountancy laws and regulations. This course qualifies for the three-year Connecticut ethics requirement.
Larry Stein's 2022 Guide New Taxsmart Strategies to Build and Preserve Family Wealth
Jun 23rd 8:45am - 4:30pm
Online
8.00 Credits
Come join Larry Stein as he discusses ways to build and preserve family wealth in a tax-efficient manner. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs
Jun 24th 9:00am - 4:30pm
Online
8.00 Credits
As long as LLCs, partnerships, and S corporations form the backbone of many CPAs' practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors.
Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
Jun 27th 1:00pm - 4:30pm
Online
0.00 Credits
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?
K2's Best Word, Outlook, and PowerPoint Features
Jun 27th 10:00am - 1:30pm
Online
4.00 Credits
Most professionals routinely use Word, Outlook, and PowerPoint, but many are self-taught and, as a result, have not been exposed to the best features of these three applications. Consequently, they often use "brute force," inefficient means when working in these three components of Microsoft Office. If that describes you, then make sure you carve time out of your schedule to participate in this four-hour session, because in it, you will learn how you can work much more efficiently when using these tools.
Surgent's Essential Depreciation and Expensing Update
Jun 27th 9:00am - 12:30pm
Online
4.00 Credits
The "permanent" changes within the Tax Cuts and Jobs Act may stand like a lion in the pathway of change, but Washington has a different definition of the word "permanent." Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of rules dealing with depreciation, amortization, and sale of property. With three major acts passed in less than 18 months (CARES Act, Tax Relief Act, and American Rescue Plan Act), this reference manual contains many examples and cases to illustrate the most important points of which CPAs need to be aware.
Maximizing Your Social Security Benefits
Jun 28th 9:00am - 12:30pm
Online
4.00 Credits
The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.
Required Minimum Distributions: Compliance and Planning
Jun 28th 1:00pm - 4:30pm
Online
4.00 Credits
Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions. This course addresses compliance issues and planning opportunities regarding required minimum distributions.
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
Jun 28th 9:00am - 4:30pm
Online
8.00 Credits
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation including the SECURE Act and CARES Act increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.
VIRTUAL - Real Estate & Construction Conference (Morning Session)
Jun 29th 8:25am - 12:20pm
Online
4.00 Credits
Real estate is top of mind for many of your peers and clients. The economy has rapidly shifted from a pandemic-induced slowdown to an overheated race for labor and materials. Meanwhile, rising rates, supply chain disruptions, likely higher tax rates and an extended work-from-home culture are forcing real estate owners, developers, financiers and their advisors to re-set the calculus on their real estate assets. It's never been more important to understand the array of complex tax provisions related to real estate and construction and how those provisions impact each other. This hands-on half-day (4.0 hour) virtual learning event (which includes interactive Q&A with presenters) emphasizes real-world case studies rather than academic theory. The focus will be on changes that impact the tax incentives related to cost segregation, EPAct 179D certification ASHRE audits, 45L credits, R&D tax credits, capital gain deferral through Opportunity Zones and 1031 reset elections and 163j interest limitation. Nationwide experts also deconstruct how to structure entities and real estate elections and property tax treatment related to economic incentives in your state.
Getting the Best Out of Your Team with Project Management
Jul 7th 11:00am - 1:00pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Management Fundamentals
Jul 7th 1:30pm - 5:00pm
Online
4.00 Credits
In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.
Surgent's Coaching Skills for Managers and Supervisors
Jul 11th 9:00am - 12:30pm
Online
4.00 Credits
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Grow Your CPA Business: LinkedIn for Networking and Referral
Jul 12th 10:30am - 12:30pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
LinkedIn Profile Secrets for CPAs
Jul 14th 11:00am - 1:00pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's Microsoft Office 365 - All the Things You Need to Know
Jul 18th 10:00am - 5:30pm
Online
8.00 Credits
Microsoft Office 365 continues to grow and evolve, yet most Office 365 are utilizing only a fraction of the tools available in their subscription. Powerful resources such as SharePoint Online and Skype for Business can change how your entire organization communicates and collaborates, while more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 means that your organization can take advantage of all these features in a highly secure environment. Isn't it time you learned how to move beyond the traditional Office 365 applications such as Excel, Word, and Outlook and unleash all the Office 365 has to offer? Join us in this fast-paced and highly interactive seminar where you will learn the things you need to know to be truly successful with Office 365.
Surgent's Basics of Employment Law for Non-HR Professionals
Jul 22nd 9:00am - 12:30pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
Getting the Best Out of Your Team with Project Management
Aug 8th 1:30pm - 3:30pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Aug 8th 1:00pm - 4:30pm
Online
4.00 Credits
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
Surgent's S Corporation Core Tax Issues From Formation Through Liquidation
Aug 8th 9:00am - 5:00pm
Online
8.00 Credits
As experienced staff masters the preparation intricacies of an 1120S 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.
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation
Aug 9th 9:00am - 5:00pm
Online
8.00 Credits
As they gain more experience, staff are expected to take on more complex assignments with minimal supervision. The course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation, via deeper life-cycle study into critical areas of formation, special allocations of income and deductions, basis calculations and implications of recourse and nonrecourse debt, basis step-up under 754 on transfer of an ownership interest, distributions, self-employment tax issues, and termination/liquidation of the LLC. With the right blend of legal and tax ramifications of LLC-specific issues, this course identifies all the major areas that are potential sources of increased complexity.
Surgent's Managing People Through Motivation
Aug 12th 1:30pm - 5:00pm
Online
4.00 Credits
Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You'll learn how to use observation tools to find out what motivates your employees and you'll study classic motivational theories. The results will help you influence the behaviors of others and tweak your own behavior to improve your bottom line.
LinkedIn Profile Secrets for CPAs
Aug 16th 9:30am - 11:30am
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Grow Your CPA Business: LinkedIn for Networking and Referral
Aug 18th 3:30pm - 5:30pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Coaching Skills for Managers and Supervisors
Aug 26th 9:00am - 12:30pm
Online
4.00 Credits
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Surgent's Accountability: Stop the Blame Game
Aug 31st 1:30pm - 5:00pm
Online
4.00 Credits
Good managers know how to delegate, but it can be a challenge to manage employees who are more interested in passing the buck than being responsible. Lack of ownership and responsibility can bog down processes and shut down projects. This workshop will help you create a game plan for building a culture of accountability with your team.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Sep 2nd 1:00pm - 4:30pm
Online
4.00 Credits
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
Getting the Best Out of Your Team with Project Management
Sep 8th 2:30pm - 4:30pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
LinkedIn Profile Secrets for CPAs
Sep 13th 4:00pm - 6:00pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Grow Your CPA Business: LinkedIn for Networking and Referral
Sep 16th 2:00pm - 4:00pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Management Fundamentals
Sep 16th 9:00am - 12:30pm
Online
4.00 Credits
In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.
Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners
Sep 19th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
Sep 30th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.
Surgent's Basics of Employment Law for Non-HR Professionals
Oct 3rd 1:30pm - 5:00pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
Getting the Best Out of Your Team with Project Management
Oct 4th 9:00am - 11:00am
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners
Oct 5th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.
Surgent's Managing People Through Motivation
Oct 7th 9:00am - 12:30pm
Online
4.00 Credits
Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You'll learn how to use observation tools to find out what motivates your employees and you'll study classic motivational theories. The results will help you influence the behaviors of others and tweak your own behavior to improve your bottom line.
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
Oct 7th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.
Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
Oct 13th 9:00am - 5:00pm
Online
8.00 Credits
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Grow Your CPA Business: LinkedIn for Networking and Referral
Oct 14th 12:00pm - 2:00pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Advanced Critical Tax Issues for S Corporations
Oct 14th 9:00am - 5:00pm
Online
8.00 Credits
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.
Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
Oct 19th 9:00am - 5:00pm
Online
8.00 Credits
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Surgent's Advanced Critical Tax Issues for S Corporations
Oct 20th 9:00am - 5:00pm
Online
8.00 Credits
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.
Surgent's S Corporation Taxation: Advanced Issues
Oct 21st 9:00am - 12:30pm
Online
4.00 Credits
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers
Oct 24th 9:00am - 5:00pm
Online
8.00 Credits
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.
LinkedIn Profile Secrets for CPAs
Oct 25th 5:00pm - 7:00pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
Oct 25th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.
Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners
Oct 27th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.
Surgent's Accountability: Stop the Blame Game
Oct 28th 1:30pm - 6:00pm
Online
4.00 Credits
Good managers know how to delegate, but it can be a challenge to manage employees who are more interested in passing the buck than being responsible. Lack of ownership and responsibility can bog down processes and shut down projects. This workshop will help you create a game plan for building a culture of accountability with your team.
Getting the Best Out of Your Team with Project Management
Oct 31st 10:00am - 12:00pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers
Oct 31st 9:00am - 5:00pm
Online
8.00 Credits
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.
Surgent's Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers
Oct 31st 9:00am - 5:00pm
Online
8.00 Credits
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation.
Surgent's S Corporation Taxation: Advanced Issues
Nov 1st 9:00am - 12:30pm
Online
4.00 Credits
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.
Surgent's Advanced Individual Income Tax Return Issues
Nov 2nd 9:00am - 5:00pm
Online
8.00 Credits
Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.
Tax Staff Training
Nov 2nd 8:45am - Nov 3rd 4:30pm
Online
16.00 Credits
Designed for the accountant with more than two seasons' tax experience who is ready to take more responsibility for providing and supervising tax services to clients, this program includes income taxation of estates and trusts, special rules affecting controlled groups, and transfers of partnership interests. Program participants will learn how to comply with professional standards, prepare written tax advice, represent clients before the IRS, and produce quality tax research using Code, Regulations, IRS Published Guidance, Committee Reports, and case law.
Surgent's Coaching Skills for Managers and Supervisors
Nov 7th 1:30pm - 5:00pm
Online
4.00 Credits
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Larry Stein's 2022 Busy Season Tax Update, Including 1040 Tax Update
Nov 8th 8:45am - 4:30pm
Online
8.00 Credits
Come join Larry Stein as he discusses new tax developments. New tax laws and IRS guidance will be featured. New compliance and planning ideas will be reviewed. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers
Nov 8th 9:00am - 5:00pm
Online
8.00 Credits
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.
Larry Stein's Pass-Through Entity Immersion Workshop
Nov 9th 8:45am - 4:30pm
Online
8.00 Credits
Come join Larry Stein as he discusses "S" Corporations and Partnerships (LLC and LLP). The focus will be Schedule K-1 to 1040. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.
Surgent's Basics of Employment Law for Non-HR Professionals
Nov 9th 1:30pm - 5:00pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
Nov 9th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.
International Taxation
Nov 10th 8:45am - 4:30pm
Online
8.00 Credits
Get a solid understanding of international tax terminology and regulations that apply to a U.S. entity involved in global operations, or for a foreign entity doing business in the U.S. Whether your organization is contemplating a global move or is already involved in international business, you need to know about the activities that create multijurisdictional tax exposure and the required tax reporting for each relevant jurisdiction. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law and the subsequent regulations.
Streamlined Tax Staff Training-Complex Return Issues
Nov 14th 8:45am - 4:30pm
Online
8.00 Credits
The computer can do the calculations, but some analysis and exercise of trained judgment is required as well. This fast-paced program offers "next step" training for accountants who are ready to tackle complex individual tax return issues. It is entirely focused on problem solving and application of the tax law's complex reporting requirements. Program materials include valuable checklists and quick reference guides to enhance efficiency and save valuable time.
Surgent's S Corporation Core Tax Issues From Formation Through Liquidation
Nov 14th 9:00am - 5:00pm
Online
8.00 Credits
As experienced staff masters the preparation intricacies of an 1120S 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.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Nov 15th 1:00pm - 4:30pm
Online
4.00 Credits
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
Nov 15th 9:00am - 4:30pm
Online
8.00 Credits
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.
Grow Your CPA Business: LinkedIn for Networking and Referral
Nov 16th 10:30am - 12:30pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation
Nov 16th 9:00am - 5:00pm
Online
8.00 Credits
As they gain more experience, staff are expected to take on more complex assignments with minimal supervision. The course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation, via deeper life-cycle study into critical areas of formation, special allocations of income and deductions, basis calculations and implications of recourse and nonrecourse debt, basis step-up under 754 on transfer of an ownership interest, distributions, self-employment tax issues, and termination/liquidation of the LLC. With the right blend of legal and tax ramifications of LLC-specific issues, this course identifies all the major areas that are potential sources of increased complexity.
Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners
Nov 16th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.
The Best Individual Income Tax Update Course by Surgent
Nov 16th 9:00am - 4:30pm
Online
8.00 Credits
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.
LinkedIn Profile Secrets for CPAs
Nov 17th 3:00pm - 5:00pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Streamlined Tax Staff Training-Business
Nov 17th 8:45am - 4:30pm
Online
8.00 Credits
From books to tax returns-that's the mission. But, how do you get started? How can you identify and keep track of different reporting for different types of entities? How different is Form 1065 from Form 1120S? Those questions and many more will be answered in this information-packed program.
Form 1040 Return Review Boot Camp for New and Experienced Reviewers
Dec 2nd 9:00am - 4:30pm
Online
8.00 Credits
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.
Surgent's Advanced Individual Income Tax Return Issues
Dec 5th 10:00am - 6:00pm
Online
8.00 Credits
Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.
Getting the Best Out of Your Team with Project Management
Dec 6th 1:30pm - 3:30pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Federal Tax Camp
Dec 6th 8:30am - 4:15pm
Rocky Hill
8.00 Credits
Tax practitioners have been hard-pressed to keep up with changes brought about by the FFCRA, CARES Act, CAA 2021, and ARPA. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law, with a view toward planning considerations. This course is continually updated to reflect enacted legislation.
Surgent's Federal Tax Camp - Online
Dec 6th 8:30am - 4:15pm
Online
8.00 Credits
Tax practitioners have been hard-pressed to keep up with changes brought about by the FFCRA, CARES Act, CAA 2021, and ARPA. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law, with a view toward planning considerations. This course is continually updated to reflect enacted legislation.
Surgent's S Corporation Taxation: Advanced Issues
Dec 7th 9:00am - 12:30pm
Online
4.00 Credits
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers
Dec 8th 10:00am - 6:00pm
Online
8.00 Credits
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
Dec 9th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.
Estate and Life Planning Issues for the Middle-Income Client
Dec 12th 9:00am - 4:30pm
Online
8.00 Credits
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services. Continually updated with the latest guidance.
Grow Your CPA Business: LinkedIn for Networking and Referral
Dec 13th 3:30pm - 5:30pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Hottest Tax Topics for 2022
Dec 13th 8:45am - 4:30pm
Online
8.00 Credits
Learn the hottest tax topics created by current tax legislation through this case oriented, highly interactive course. Recognize the latest tax legislation and IRS guidance affecting your individual and business clients, and how to effectively use this information to benefit your client base. Understand how key tax provisions of the SECURE Act, CARES Act, Consolidated Appropriations Act (CAA), and the American Rescue Plan affect business entities and individual taxpayers. Use your knowledge of the hottest tax topics coming out of tax reform and continuing IRS guidance to revise current tax plans and implement new tax saving strategies for new and existing clients.
Reviewing Individual Tax Returns: What Are You Missing?
Dec 14th 8:45am - 12:15pm
Online
4.00 Credits
The sheer mass of Internal Revenue Code provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. These provisions combined with the potential for input error when utilizing the array of income tax software available, create the potential for a multitude of errors that can occur when preparing your client's tax return. Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. Sharpen your reviewing skills by examining case studies discussing issues for which additional information from the client may be warranted, and areas of tax law that require additional analysis and information.
The Complete Trust Workshop
Dec 14th 9:00am - 4:30pm
Online
8.00 Credits
The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform. Clients will be eager to review their estate plans, as the SECURE Act eliminated the popular "stretch IRA" estate planning strategy.
Reviewing Partnership Tax Returns: What are you Missing?
Dec 15th 8:45am - 12:15pm
Online
4.00 Credits
The partnership section of the Internal Revenue Code is arguably one of the most difficult sections to comprehend. That complexity, and the reliability of tax software to properly handle it, can create many issues for you and your staff when processing you client's LLC and partnership tax returns. Join us as we discuss the common errors practitioners make on partnership tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including income, deductions, K-1 reporting, and more! This course follows a highly illustrative case study format to increase participant comprehension and retention.
Reviewing S Corporation Tax Returns: What are you Missing?
Dec 15th 12:45pm - 4:30pm
Online
4.00 Credits
The complexity of S corporation tax law creates a formidable challenge to the tax practitioner for accurate compliance and reporting of their client's S corporation activities. Join us as we discuss the common errors practitioners make on S corporation tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including income, deductions, K-1 reporting, and more! This course follows a highly illustrative case study format to increase participant comprehension and retention.
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers
Dec 15th 9:00am - 5:00pm
Online
8.00 Credits
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
Dec 16th 9:00am - 12:30pm
Online
4.00 Credits
Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With three major Acts passed in the span of less than 18 months, the present course will constitute a one-stop "shop" that brings you the essential individual tax information as selected from the CARES Act, Consolidated Appropriations Act, and American Rescue Plan Act. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.
Surgent's Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers
Dec 16th 9:00am - 5:00pm
Online
8.00 Credits
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation.
LinkedIn Profile Secrets for CPAs
Dec 17th 9:30am - 11:30am
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Real Estate Tax Boot Camp
Dec 20th 9:00am - 4:30pm
Online
8.00 Credits
This course is a "deep dive" into all things real estate tax related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, holding, managing, constructing, and disposing of real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact the Tax Cuts and Jobs Act continues to have on the real estate industry, as well as the impact of COVID-19.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Dec 20th 1:30pm - 5:00pm
Online
4.00 Credits
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
Dec 28th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.
Surgent's Advanced Individual Income Tax Return Issues
Dec 29th 9:00am - 5:00pm
Online
8.00 Credits
Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.
Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners
Dec 30th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.
Getting the Best Out of Your Team with Project Management
Jan 2nd 10:00am - 12:00pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers
Jan 3rd 9:00am - 5:00pm
Online
8.00 Credits
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.
Surgent's Advanced Individual Income Tax Return Issues
Jan 6th 9:00am - 5:00pm
Online
8.00 Credits
Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.
Advanced Individual Income Tax Workshop
Jan 9th 8:30am - 4:30pm
Rocky Hill
8.00 Credits
In this Course, We Review: Current Year Developments, Recurring Problems, and Planning Ideas. Using a Combination of Humor and Examples, We Will Focus on Tax Developments That Affect 2022 Individual Income Tax Planning And Return Preparation.
Advanced Individual Income Tax Workshop - Online
Jan 9th 8:30am - 4:30pm
Online
8.00 Credits
In this Course, We Review: Current Year Developments, Recurring Problems, and Planning Ideas. Using a Combination of Humor and Examples, We Will Focus on Tax Developments That Affect 2022 Individual Income Tax Planning And Return Preparation.
Advanced Corporate Income Tax Workshop
Jan 10th 8:30am - 4:30pm
Rocky Hill
8.00 Credits
sing a Combination of Humor and Examples, We Will Focus on Tax Developments that Affect 2022 Income Tax Return Preparation and 2022 Income Tax Planning for Businesses.
Advanced Corporate Income Tax Workshop - Online
Jan 10th 8:30am - 4:30pm
Online
8.00 Credits
Using a Combination of Humor and Examples, We Will Focus on Tax Developments that Affect 2022 Income Tax Return Preparation and 2022 Income Tax Planning for Businesses.
Surgent's S Corporation Core Tax Issues From Formation Through Liquidation
Jan 10th 10:00am - 6:00pm
Online
8.00 Credits
As experienced staff masters the preparation intricacies of an 1120S 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.
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation
Jan 11th 10:00am - 6:00pm
Online
8.00 Credits
As they gain more experience, staff are expected to take on more complex assignments with minimal supervision. The course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation, via deeper life-cycle study into critical areas of formation, special allocations of income and deductions, basis calculations and implications of recourse and nonrecourse debt, basis step-up under 754 on transfer of an ownership interest, distributions, self-employment tax issues, and termination/liquidation of the LLC. With the right blend of legal and tax ramifications of LLC-specific issues, this course identifies all the major areas that are potential sources of increased complexity.
Surgent's S Corporation Taxation: Advanced Issues
Jan 12th 1:30pm - 5:00pm
Online
4.00 Credits
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
Jan 12th 9:00am - 4:30pm
Online
8.00 Credits
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for the more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions, including those of CARES Act, Tax Relief Act, ARPA as they specifically apply to Forms 1065 and 1120S. Very importantly, this course covers the concepts behind the newly enacted transactional method for partnerships, 'behind-the-scenes' reconciliations and hands-on examples of presenting reporting partners' capital accounts per these provisions.
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
Jan 13th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Jan 17th 1:30pm - 5:00pm
Online
4.00 Credits
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
Surgent's Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers
Jan 18th 10:00am - 6:00pm
Online
8.00 Credits
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation.
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers
Jan 19th 11:00am - 7:00pm
Online
8.00 Credits
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.
Surgent's Advanced Individual Income Tax Return Issues
Jan 20th 9:00am - 5:00pm
Online
8.00 Credits
Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
Jan 20th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.
Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
Jan 24th 10:00am - 6:00pm
Online
8.00 Credits
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners
Jan 24th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.
Surgent's Advanced Critical Tax Issues for S Corporations
Jan 25th 10:00am - 6:00pm
Online
8.00 Credits
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.
Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners
Jan 26th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
Jan 27th 9:00am - 5:00pm
Online
8.00 Credits
Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers
Feb 2nd 9:00am - 5:00pm
Online
8.00 Credits
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.
Surgent's Management Fundamentals
Feb 3rd 1:30pm - 5:00pm
Online
4.00 Credits
In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.
Getting the Best Out of Your Team with Project Management
Feb 9th 1:00pm - 3:00pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Basics of Employment Law for Non-HR Professionals
Feb 13th 1:30pm - 5:00pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
Grow Your CPA Business: LinkedIn for Networking and Referral
Feb 14th 10:00am - 12:00pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
LinkedIn Profile Secrets for CPAs
Feb 14th 2:30pm - 4:30pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Managing People Through Motivation
Feb 28th 1:30pm - 5:00pm
Online
4.00 Credits
Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You'll learn how to use observation tools to find out what motivates your employees and you'll study classic motivational theories. The results will help you influence the behaviors of others and tweak your own behavior to improve your bottom line.
LinkedIn Profile Secrets for CPAs
Mar 6th 4:00pm - 6:00pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Accountability: Stop the Blame Game
Mar 7th 1:30pm - 7:00pm
Online
4.00 Credits
Good managers know how to delegate, but it can be a challenge to manage employees who are more interested in passing the buck than being responsible. Lack of ownership and responsibility can bog down processes and shut down projects. This workshop will help you create a game plan for building a culture of accountability with your team.
Surgent's Basics of Employment Law for Non-HR Professionals
Mar 9th 1:30pm - 5:00pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
Getting the Best Out of Your Team with Project Management
Mar 10th 3:00pm - 5:00pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Grow Your CPA Business: LinkedIn for Networking and Referral
Mar 17th 10:00am - 12:00pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Coaching Skills for Managers and Supervisors
Mar 27th 1:30pm - 5:00pm
Online
4.00 Credits
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Getting the Best Out of Your Team with Project Management
Apr 6th 10:30am - 12:30pm
Evergreen
2.00 Credits
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Basics of Employment Law for Non-HR Professionals
Apr 6th 1:30pm - 5:00pm
Online
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.
Grow Your CPA Business: LinkedIn for Networking and Referral
Apr 11th 11:30am - 1:30pm
Evergreen
2.00 Credits
LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
LinkedIn Profile Secrets for CPAs
Apr 11th 3:30pm - 5:30pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Coaching Skills for Managers and Supervisors
Apr 13th 1:00pm - 4:30pm
Online
4.00 Credits
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Surgent's Management Fundamentals
Apr 28th 1:30pm - 5:00pm
Online
4.00 Credits
In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.
Surgent's Unlimited Plus Package
Available Until Mar 31st, 2023
Online
0.00 Credits
Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format - plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking tax updates, specialized courses, and our popular Futurecast series. Package includes 12 months of access to: Over 7,500 credits 1,200+ live webinars 190+ self-study PDF courses 100+ on-demand webcasts Surgent's exclusive premium courses Includes access to Surgent's Weekly Expert Hour (WEXH) Includes access to Surgent's new Data Analytics Certificate Series Pricing: As a member, you pay just $595 - 25% off Surgent's retail price! Why Choose the Unlimited Plus Package? Get unlimited 12-month access for a single user to all live webinars PLUS unlimited access to all self-study courses (including downloadable PDFs and on-demand webcasts.) This package provides the best of both worlds: choose either interactive, instructor-led courses (with no exams) or self-paced, anytime-available learning for any topic you need! This is the ONLY Surgent package that includes access to all on-demand webcasts Surgent webinars and self-study courses are constantly updated so no matter what format you pick, you'll get the latest information you need for your professional practice. Order a package now and you'll receive instructions via email from info@surgent.com. You'll be able to start registering for live webinars and accessing self-study courses right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase. What is included in the package? Show all - https://www.surgentcpe.com/search-all-cpe-courses?Readyforsale=Yes&Includedinunlp=Webinar - https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlp=Self-Study – https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinunlp=
Surgent's Unlimited Self-Study Package
Available Until Mar 31st, 2023
Online
0.00 Credits
Surgent's Unlimited Self-Study Package includes every PDF download course in Surgent's catalog – over 250 courses, each from 2-16 credits. As a member, you pay just $299 – 40% off Surgent's retail price! Get 12 months of access to the most practical guidance and analysis in the industry in the form of downloadable PDFs. With over 250 courses, including ethics, accompanied by reference materials, you can learn anytime, anywhere at a pace that works for you. And when you're ready, take the test with instant results and immediate certificate delivery. Order today and immediately start downloading the course materials you need for the next 12 months. Package includes annual access to: 1,200+ credits 250+ downloadable courses Reference material downloads Instant test results Immediate certificate delivery What's included? Click here to view the current course list: https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinlibr=True&sref=
Advanced Tax Planning S Corporations
Available Until Apr 30th, 2023
Online
11.00 Credits
This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 3 - Tax Senior/Supervisor online bundle. Understand the intricacies of the ever-popular S corporation form of doing business and consider the tax effect that various types of S corporation distributions will have on the corporation's shareholders. In this CPE self-study course, you will learn about planning and reporting successful complex S corporation transactions. Updated for the tax reform of the Tax Cuts and Jobs Act, this course also explores the uses of qualified subchapter S subsidiaries to help you minimize your client's tax bill with winning strategies related to this type of entity.
Estate & Trust Primer
Available Until Apr 30th, 2023
Online
6.50 Credits
This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 3 - Tax Senior/Supervisor online bundle. This CPE self-study course will give you an understanding of the federal income taxation of trusts and decedentsƒ?T estates, along with the effects certain tax scenarios have on the beneficiaries of those trusts and estates Also discussed are some basic planning options that can help minimize your clients' taxes during income accumulation, distribution, or the transfer of wealth to intended beneficiaries.
Income Tax Accounting
Available Until Apr 30th, 2023
Online
10.50 Credits
This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 3 - Tax Senior/Supervisor online bundle. A complicated accounting model, FASB ASC 740, Income Taxes, has been around for a while. But its rules are becoming more challenging as businesses become more complex. Updated for tax reform, this self-study course will assist you in understanding FASB ASC 740 and how these rules establish guidelines for accounting for income taxes, including income tax expense, classification of deferred tax accounts, and related disclosures. In addition to receiving practical case studies to give you a look at how to account for different deferred tax scenarios, this course will also provide you with a comparison of the accounting for income taxes under both U.S. GAAP and IFRS.
Introduction to Business Acquisitions
Available Until Apr 30th, 2023
Online
9.00 Credits
This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 3 - Tax Senior/Supervisor online bundle. Do you have the skills to offer tax advice to a client or employer who is considering buying or selling a business? This self-study course will introduce you to the most common types of business acquisitions and equip you with necessary tax related skills. You will receive a thorough overview of buying and selling, including guidance on due diligence procedures and best practices, as well as how to properly calculate, document, and value a business acquisition transaction.
Real Estate Taxation
Available Until Apr 30th, 2023
Online
4.50 Credits
This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 3 - Tax Senior/Supervisor online bundle. Do you find real estate-related topics such as passive activity limitations, like kind exchanges, involuntary conversions, and Section 1237 complicated? Learn about these common problem areas in this CPE course so you can avoid mistakes related to these provisions and ensure that your clients receive the most current tax planning and saving strategies for their tax plans. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.
Tax Staff Essentials - Level 3, Tax Senior/Supervisor
Available Until Apr 30th, 2023
Online
51.50 Credits
Identify the more difficult areas for experienced tax compliance specialists by focusing on understanding business strategies and analyzing your client's competitive position, then converting this knowledge into tax planning and business advice. Increasing exposure to specialized tax niches will position your work force to capitalize on emerging cross-selling opportunities. Key subject matters covered include: FASB ASC 740 and deferred income taxes Estates and trusts Tax-exempt organizations Real estate transactions Advanced S corporation concepts This level will give staff, seniors, and supervisors the confidence to begin assuming client and engagement management responsibilities.
The Basics of Form 990
Available Until Apr 30th, 2023
Online
10.00 Credits
This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 3 - Tax Senior/Supervisor online bundle. Designed to enhance your understanding of basic tax information and notfor-profit entity issues needed to prepare the current Form 990, this selfstudy course takes a closer look at the numerous tax reporting demands the 990 imposes, including how to respond to its inquiries.This course will also provide you with the knowledge necessary to complete Form 990s properly and advise exempt clients on the form's complexities and demands.
Surgent's Unlimited Webinar Package 2022
Available Until Dec 31st, 2023
Online
0.00 Credits
Surgent's 2022 Unlimited Webinar Package gets you unlimited access to the largest webinar catalog in the industry. With 40+ webinars offered every week, including weekends, airing at a variety of convenient times throughout the day and evening, you'll never have to worry about our webinars fitting in your schedule. And with the most modern webinar platform in the industry and interactive courses with renowned expert discussion leaders, you'll get the guidance and analysis you need with an unmatched customer experience. Order today for 2022 access to the industry's best webinars.As a member, you pay just $425 – 30% off Surgent's retail price!Why Choose the Unlimited Webinar Package?• Get unlimited access to over 1,300 webinars in 2022*• Includes 1-, 2-, 3-, 4-, and 8-hour options in all the topics CPAs need. Up to 5,500 credits!• Choose from daily options at many convenient times, including evenings, lunch hours, and Saturdays• You'll earn live CPE credit without exams (certificates delivery within 24 hours)• All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching) Technical support and interactive Q&A are available throughout all webinars. Order a package now and you'll receive instructions via email from info@surgent.com. You'll be able to start registering for live webinar courses right away. What's included? Click here to view the current course list: https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlm=True&sref= Note: This package does not include premium webinars. This webinar package expires on December 31, 2022.
Surgent's Essential Depreciation and Expensing Update
Available Until Apr 30th, 2023
Online
4.00 Credits
The "permanent" changes within the Tax Cuts and Jobs Act may stand like a lion in the pathway of change, but Washington has a different definition of the word "permanent." Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of rules dealing with depreciation, amortization, and sale of property. With three major acts passed in less than 18 months (CARES Act, Tax Relief Act, and American Rescue Plan Act), this reference manual contains many examples and cases to illustrate the most important points of which CPAs need to be aware.
Surgent's Essential Depreciation and Expensing Update (Course Manual Download)
Available Until Apr 30th, 2023
Online
4.00 Credits
The "permanent" changes within the Tax Cuts and Jobs Act may stand like a lion in the pathway of change, but Washington has a different definition of the word "permanent." Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of rules dealing with depreciation, amortization, and sale of property. With three major acts passed in less than 18 months (CARES Act, Tax Relief Act, and American Rescue Plan Act), this reference manual contains many examples and cases to illustrate the most important points of which CPAs need to be aware.
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
Available Until Apr 30th, 2023
Online
8.00 Credits
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corps, LLCs, & Ptnerships(Course Manual Download)
Available Until Apr 30th, 2023
Online
8.00 Credits
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Course Manual Download)
Available Until Apr 30th, 2023
Online
8.00 Credits
As they gain more experience, staff are expected to take on more complex assignments with minimal supervision. The course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation, via deeper life-cycle study into critical areas of formation, special allocations of income and deductions, basis calculations and implications of recourse and nonrecourse debt, basis step-up under 754 on transfer of an ownership interest, distributions, self-employment tax issues, and termination/liquidation of the LLC. With the right blend of legal and tax ramifications of LLC-specific issues, this course identifies all the major areas that are potential sources of increased complexity.
Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Course Manual Download)
Available Until Apr 30th, 2023
Online
8.00 Credits
As experienced staff masters the preparation intricacies of an 1120S 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.
Surgent's Unlimited Plus Package
Available Until Mar 31st, 2024
Online
0.00 Credits
Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format - plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking tax updates, specialized courses, and our popular Futurecast series. Package includes 12 months of access to: Over 7,500 credits 1,200+ live webinars 190+ self-study PDF courses 100+ on-demand webcasts Surgent's exclusive premium courses Includes access to Surgent's Weekly Expert Hour (WEXH) Includes access to Surgent's new Data Analytics Certificate Series Pricing: As a member, you pay just $595 - 25% off Surgent's retail price! Why Choose the Unlimited Plus Package? Get unlimited 12-month access for a single user to all live webinars PLUS unlimited access to all self-study courses (including downloadable PDFs and on-demand webcasts.) This package provides the best of both worlds: choose either interactive, instructor-led courses (with no exams) or self-paced, anytime-available learning for any topic you need! This is the ONLY Surgent package that includes access to all on-demand webcasts Surgent webinars and self-study courses are constantly updated so no matter what format you pick, you'll get the latest information you need for your professional practice. Order a package now and you'll receive instructions via email from info@surgent.com. You'll be able to start registering for live webinars and accessing self-study courses right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase. What is included in the package? Show all - https://www.surgentcpe.com/search-all-cpe-courses?Readyforsale=Yes&Includedinunlp=Webinar - https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlp=Self-Study – https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinunlp=