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  • 11/24

    Mastering the Office 365 Mail App (CPAX1318)

    Online | New Credits: 3

    Chances are you have been using the Outlook email app for many years. If you have an Office 365 subscription you will definitely want to take advantage of the online Mail app, so that you can have the best of both worlds. This course will provide you with a deep dive review of how to use...

  • 11/24

    Surgent's Best Individual Income Tax Update (BITU1124)

    Online | Credits: 8

    This highly informative course responds to all of the latest tax law developments with a full update on changed requirements and a thorough discussion of the planning opportunities that you need to understand to help your clients respond effectively. You will come away from the course with the...

  • 11/24

    Video Interview with Ex-CPA Embezzler Chuck Gallagher (CPAX1321)

    Online | Credits: 2

    How does CPA fraud happen? Why do seemingly smart people make bad choices? More importantly, how did Chuck Gallagher, a Tax Partner in a CPA firm, commit a Ponzi scheme that went undetected for almost 4 years? Gallagher will explain the motivation behind his Ponzi scheme, the breakdown...

  • 11/24

    Key Tax Strategies for Partnerships and LLCs (CPAX1317)

    Online | Credits: 2

    This webinar examines the critical issues and special opportunities facing partnerships and their partners, as well as the relationship between limited liability companies and partnerships. Practical planning tips and potential pitfalls will also be discussed. This event may be a...

  • 11/24

    The CFO: 5 Critical Skills to Become a Leader (CPAX1320)

    Online | Credits: 2

    Surveys of CEOs report that the biggest reason CFOs fail isn't lack of technical skills. CFOs fail to make the transition for two reasons. The first is failure to transition from worker to leader. The second is failure to transition from measuring profits to driving profits. This event...

  • 11/24

    Microsoft PowerBI - Get Started with the Right Data (CPAX1319)

    Online | New Credits: 2

    Before you can analyze data, you first must get the data. This course focuses on getting data into a data model and then working with that data. Attendees will learn the importance of having data in a data model versus in a spreadsheet. We will introduce some of the basic features of Power Query...

  • 11/25

    Office 365 Ecosystem - How to Start Using Your Subscription (CPAX1323)

    Online | New Credits: 2

    You don't get a second chance to make a first impression. Unfortunately, the first impression many people have when they begin to use Office 365 is that it is confusing. The information presented in this course will help you avoid the frustration of working with Office 365 without the...

  • 11/25

    Surgent's Annual Accounting and Auditing Update (ACAU1125)

    Online | Credits: 8

    Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard setting activities of the PCC, FASB, ASB, and ARSC. Not only will this course bring you up-to-date on the...

  • 11/25

    Surgent's Best Federal Tax Update (BFTU1125)

    Online | Credits: 8

    The coming year promises plenty of challenges and opportunities for individual and business tax clients. Single party control of the presidency and both chambers of congress paves the way for the most unimpeded path to a major tax bill in many years. The Affordable Care Act (ACA) tax compliance...

  • 11/27

    10 Fatal Mistakes to Avoid: Learn from Others' Business Errors (CPAX1325)

    Online | New Credits: 2

    In uncertain and unpredictable economic conditions, there is little or no room for strategic or tactical errors. Our current conditions are not as forgiving as they were when communications were slower and more methodical. Everything moves at the speed of sound, if not light, and our mistakes...

  • 11/27

    Surgent's Annual Accounting and Auditing Update (ACAU1127)

    Online | Credits: 8

    Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard setting activities of the PCC, FASB, ASB, and ARSC. Not only will this course bring you up-to-date on the...

  • 11/27

    Business Succession Planning and Exit Strategies (CAL0323)

    Online | Credits: 8

    Essential for CPAs who work with companies that will be transferred, this how-to course will tackle valuation specifics, including the income approach, market approach and underlying asset approach. You will also review how discounts impact value, including discounts for lack of control, lack...

  • 11/27

    Financial Statement Analysis (CAL0324)

    Online | Credits: 8

    Financial professionals sometimes get so wrapped up in the preparation process that we forget how to step back and see what it all means. Learn how to play detective and dissect the clues to what a business is experiencing by using financial statement analysis. Review financial data from real...

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