< Return to List

Events

Surgent's Advanced Concepts in SSARS 21 and Nonattest Services: Are You Certain You Are in Compliance? (SS210820) - 8/20/2018 -
Practitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management...
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM0820) - 8/20/2018 -
Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program is designed to help tax practitioners answer this often-asked question intelligently as it...
Surgent's Successfully Completing a Gift Tax Return -- Form 709 (F7090820) - 8/20/2018 -
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select...
Detecting and Preventing T&E Fraud (CPAX0572) - 8/21/2018 -
There are as many ways to commit Travel & Entertainment fraud as there are employees. And now employees can commit fraud with Purchasing Cards - no paper needed. T&E fraud is usually not material individually. However, it does often take a...
Microsoft PowerBI - Power Pivot for Advanced Data Analysis (CPAX0571) - 8/21/2018 -
* This course is #6 in the Microsoft PowerBI series of webinars. Click button in Program Content section below to see suggested viewing order. * This course focuses on using the Power Pivot features to enhance data analysis. One of the strengths...
Surgent's Guide and Update to Compilations, Reviews, and New Preparations (CRU40821) - 8/21/2018 -
Specifically designed for compilation, preparation, and review practitioners and their staff, this course will provide you with an overview, update, and hands-on application for performing compilation, preparation, and review engagements. You...
Rita Crundwell: Largest Municipal Theft in U.S. History (CPAX0568) - 8/21/2018 -
Incredible story of how a high school graduate stole $53 MILLION from a town of 16,000 people with a $10 million budget. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during...
Resources Reign! - How High is Your Respect Quotient? (CPAX0569) - 8/21/2018 -
Respect is the third of the three currencies of influence that the greatest leaders earn from those around them by building the asset of resources. Not financial resources, but intellectual resources, by being smart in your space. And those...
New Partnership Audit Rules (CPAX0570) - 8/21/2018 -
This program examines the new partnership audit rules in the Bipartisan Budget Act of 2015, which are effecting for 2018 calendar year returns, with a discussion of the opportunity to elect in years for 2016 and 2017 returns. This event may be a...
Tax Ethics: Circular 230 Tip's for Today's Practitioner (CPAX0567) - 8/21/2018 -
This course will provide an update of the Circular 230 regulations, which applies to all CPAs, attorneys, enrolled agents and registered tax return preparers, and governs the preparation of tax returns and practice before the IRS. Violation of...