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Events

Mastering Data Preparation and Analysis in Excel (AICPA095) - 6/22/2018 -
Microsoft Excel is one of the most powerful programs available for CPAs. It includes many time-saving techniques that most CPAs never put into practice. In addition, Excel is the #1 data analysis tool for accountants. Yet many accountants have...
Financial Forecasting: Planning for Success (AICPA096) - 6/22/2018 -
Proper planning is the key to the success of any company. With CPAs constantly being asked to plan a company's future, forecasting is one area to demonstrate your special value. This course provides the tools necessary to project the balance...
Advanced Tax Planning S Corporations (AICPA097) - 6/22/2018 -
This course helps participants recommend tax positions given the Internal Revenue Service focus on S corporations. This course is highly useful during annual tax planning for the closely-held business operating (or considering to operate) as an S...
Adobe Acrobat - Securing Your PDF FIles (AICPA098) - 6/22/2018 -
Think about all of the PDF files you work with on a day-to-day basis. Then ask yourself whether or not you are properly securing your own PDF files that contain private information. This course will teach you what you need to know about using...
The Digital Office The CPA Technology Toolkit (AICPA092) - 6/22/2018 -
Nobody will disagree that employing a high quality professional staff is an expensive investment. The key is to maximize the return on that investment by maximizing your staff's productivity. One of the most effective ways to accomplish this is...
Statement of Cash Flows: Preparation, Presentation, and Use (AICPA093) - 6/22/2018 -
Top off your knowledge of the statement of cash flows. Review statement of cash flows preparation and presentation options and improve cash flow analysis. Explore the requirements of the statement of cash flows guidance and related standards, and...
Simplifying Security of Online Passwords (AICPA094) - 6/22/2018 -
Password hacking and identity theft has become far too prevalent in today's society. To integrate all of our mobile devices (work computer, home computer, smartphone, tablet, etc.), accounts are established for all of the services we use...
Surgent's Advanced Concepts in SSARS 21 and Nonattest Services: Are You Certain You Are in Compliance? (SS210622) - 6/22/2018 -
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 Navigating Your Client Through the IRS Appeals Process (NAV40622) - 6/22/2018 -
Determining the course of action to take after the IRS completes an examination can be extremely confusing. This course walks the practitioner through the post examination process to request an Appeals conference. It includes how to prepare for...
Surgent's Individual and Financial-Planning Tax Camp (IFCP0622) - 6/22/2018 -
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,...