CPE Catalog & Events

Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes

Major 2024 tax form changes as they relate to individual taxpayers Key new tax developments as they relate to 2024 and how they impact the 2024 tax forms

Surgent's Mastering Accounting for Income Taxes

The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Recent and proposed changes to the accounting and disclosure requirements for income taxes

Forensic Accounting: Investigating Divorce Cases

The major topics that will be covered in this course include:The role of a forensic accountant in divorce proceedingsThe marketing of forensic accounting services to family law attorneysHow to conduct a financial investigationCommon areas to uncover hidden assets or incomeThe basic calculations in evaluating marital assetsTestifying in depositions and divorce court

Great Falls Chapter: Secure Act 2.0 and Non-401K Retirement Plans

Surgent's Getting Ahead: The Art of Marketing for CPAs

Challenges of marketing CPA firms Developing marketing strategy  Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels  Marketing channel statistical analysis  Developing marketing metrics

K2's 2023 Kicking It Up A Notch With KPIs

How to look for data in your existing systems The basics of data prep tools Tools for tracking and reporting on KPIs

5 Ways Your Onboarding Process Fails to Engage and Retain New Hires

Employee Onboarding Employee Experience Employee Engagement Communication Leadership

Top Employment Tools to Protect Your Business and Recommend to Business Clients

arbitration agreements confidentiality agreements  restrictive covenants  training  severance agreements 

K2'S 2022 Options To Automate Your Tax Preparation Workflow

Tax automation software options Learn about the best client collaboration options Leave with a checklist of tools to consider your tax practice

Benford's Law and Other Digital Analysis Techniques

Benford’s Law Digital Analysis Data analytics

Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis

Introduction to Form 7203 Introduction to the calculation of stock basis Introduction to the calculation of loan basis Taxable and nontaxable S corporation distributions to shareholders The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses

Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs

Update on latest cases, rulings, and regulations including the final regs Provisions of Revenue Procedure 2022-19: Relief for S corporations Legislative update on retirement plan changes of the SECURE Act 2.0 How to handle liabilities of LLCs Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more Section 199A pass-through deduction planning Partnership planning -- Structuring partnership distributions and transfers of interests Optional basis adjustments -- §§754 and 732(d) Planning for the utilization of §179 and for the scheduled phase out of bonus depreciation beginning in 2024 Basis, distribution, redemption, and liquidation issues of S corporations Compensation in S corporations Sale of a partnership -- the best planning concepts What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning Partnership and LLC allocations A brief look at possible future changes to the taxation of pass-through entities The who, what, when, where, and how of the new FinCEN BOI reporting requirements

Introduction to Governmental Accounting

Fund accounting Governmental Financial Statements Intro to governmental accounting  

Cost and Pricing Models: Creating an Effective Tool

Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit

Surgent's Critical Conversations

High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent  The stories: mine and yours — are they the same? Contrast statements for ensuring a shared understanding  Building confidence in conducting a Critical Conversation 

Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs

The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0 Key factors for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA How to determine which employees must be covered

Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow

How to optimize cash flow Qualitative evaluations: core earnings and sustainable growth Quantitative evaluations: liquidity ratios Increasing customer base vs. payment terms Business cycle and cash Behavioral finance biases Managing head count Other potential areas of excess cost

Surgent's What CPAs Should Know About Trust Instruments

Legal definitions & principals involving estates & trusts Basic principles regarding property ownership Types of trusts commonly used Trust accounting fundamentals Certain clauses that are important to understand Formula valuation clauses Requirements for a trust to be a qualified designated beneficiary of an IRA Using IRD to fund charitable bequests

Managing Your Money in Retirement

Social Security Retirement Asset allocation Fraud  

Surgent's International Tax Challenges and Opportunities for U.S. Filers

Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements