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Events

Surgent's Fraud Basics: Protecting the Company Till (DRF40822) - 8/22/2018 -
Our focus is to reduce the overall risk of fraud. To that end, this course focuses on what factors contribute to turning honest employees into schemers. Discussion will include integrity and ethics, as well as how people may react in certain...
Surgent's Strategies for Maximizing Social Security Benefits (SPMB0822) - 8/22/2018 -
As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to...
Surgent's Individual and Financial-Planning Tax Camp (IFCP0822) - 8/22/2018 -
Each year brings its own set of tax planning challenges, and this year of sweeping tax reform presents more challenges than most. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients,...
Surgent's Audit Skills Training: Level 1 - New Auditors- Consecutive 2-Day Course (1AUD0822) - 8/22/2018 -
Level 1 focuses on the basic skill sets that new staff need to quickly master in order to "hit the ground running," while not overwhelming them with too much information all at once. This course explains the basics of what new auditors are...
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (S7540822) - 8/22/2018 -
When a purchaser buys an existing partner's partnership interest, or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside...
Windows 10 - A Primer (CPAX0574) - 8/22/2018 -
Windows 10 is Microsoft's current version of the global PC operating system that has been with us since 1985. It is a substantially improved upgrade to Windows 8 and addresses many of the short comings that users were challenged with. This course...
Roadmap to Excel's Data Analysis and PowerBI Strategy (FREE) (CPAX0575) - 8/22/2018 -
We are entering an era where CPAs are expected to have data analytics and business intelligence skills. Why is this happening? What can you do to prepare yourself? This one hour complimentary CPE event will help answer these two important...
The Post-Professional Society (CAL0262) - 8/22/2018 -
Gain an understanding of the challenges and opportunities that AI, machine/deep learning, big data, and blockchain present to the profession. All professions are a solution to the same problem—that is, none of us has sufficient expertise to...
Providing Tax Advice: Professional Standards (CAL0263) - 8/22/2018 -
Tax professionals provide advice to taxpayer-clients in many ways from direct written and oral advice to "taking a position" while preparing a return. This course gives an overview of tax advice and professional standards. The provision...
4 Critical Factors to Create Sustainable Growth (CPAX0580) - 8/22/2018 -
The world changes rapidly. If your business strategy is not built on this premise, you are already falling behind. Intelligence, emotional acumen, agility, and profitability are all critical to growth, and essential amidst constant change. Based...

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