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Events

Surgent's Monthly Tax Update with Mike Tucker and Jeff Jacobs (TUJM0124) - 1/24/2019 -
The Monthly Tax Update is designed to keep general tax practitioners current by providing them with the latest and most important tax developments relating to individual and business taxation. Tax professionals can be overwhelmed with new tax...
Relationships Rock! - How High is Your Trust Quotient? (CPAX1450) - 1/25/2019 -
The second of the three currencies of influence leveraged by the best leaders - credibility, trust, and respect - is one that is earned by building the asset of relationships. Relationships are built by an intentional investment in character....
Not-For-Profit Organizations: Treasury Utilizing QuickBooks (CAL0777) - 1/25/2019 -
Not-for-profit organizations are always in need of volunteers to be treasurers or members of the financial oversight committee. CPAs are often asked to fulfill these roles. This course highlights the accounting needs of such organizations....
LGBT Employees & Their Families: What Managers Should Know (CPAX1454) - 1/25/2019 -
People with differing sexual orientations and gender identities have always worked among us. Until relatively recently, our lesbian, gay, bisexual and transgendered colleagues may have hidden their private lives from management and co-workers...
Google Calendar for Accountants (CPAX1455) - 1/25/2019 -
This course provides a concise overview of Google Calendar, a cloud-based time management system. Similar to Microsoft Outlook Calendar, the tool allows users to create appointments and events, organize meetings, view group schedules, and more....
After Tax Reform: The Flow Through Entities Deduction (CPAX1456) - 1/25/2019 -
This program will address the calculation of the 2017 Tax Cuts and Jobs Act deduction for flow through entity income. This course qualifies for PTIN Credit. This event may be a rebroadcast of a live event and the instructor will be available to...
OneNote - Mastering Organization of Your Notes & Correspondence (CPAX1451) - 1/25/2019 -
OneNote is rapidly becoming one of the most popular applications in the Microsoft Office and Office 365 product suites. The reason for this becomes pretty evident when you learn about all that you can do with OneNote to record and manage notes,...
Negotiating with Your Banker: Getting the Best Deal (CPAX1452) - 1/25/2019 -
Some CFOs think that your banker's proposal is a "take it or leave it" proposition. Banking relationships are negotiated, just like any other business relationship. This session will discuss how to tell your organization's story, why you should...
Microsoft PowerBI - Fundamentals of Power Query (CPAX1453) - 1/25/2019 -
* This course is #7 in the Microsoft PowerBI series of webinars. Click button in Program Content section below to see suggested viewing order. * Data can be messy, in other words, it is not always clean and neat. Data comes from various sources...
Surgent's Successfully Completing an Estate Tax Return -- Form 706 (F7060125) - 1/25/2019 -
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 owe estate tax and this issue will eventually...

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