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Events

Surgent's Progressive Discipline and Termination - 11/30/2020 -
Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human...
Surgent's Top 10 Technology Risks and Trends Every CPA Should Know - 11/30/2020 -
The use of technology has exploded over the past decade.  As entities’ use of technology including data analytics, robotic process automation, blockchain, and artificial intelligence expands, management’s desire for data-driven decision...
Reporting Managers & Their Compensation: Form 990 Part VII-A - 12/1/2020 -
Identifying the "right" people who fit Trustee/Director, Officer, or Key Employee status (the key pool of "managers" the IRS disclosures, a/k/a "TDOKEs"), is essential to appropriate Form 990 reporting. Indeed, Part VII-A is the first Part of the...
Real Estate Tax Update - 12/1/2020 -
This program addresses how recent tax changes and new legislation will impact real estate owners and investors, including Section 199A, the new Section 163(j) interest expense limits and the opportunity to elect out. This event may be a...
Payments Fraud: Detect & Prevent Check, ACH and P-Card Schemes - 12/1/2020 -
Until recently, paying vendors was a simple matter of processing an invoice and issuing a check. No longer. Ongoing advances in technology, credit card, debit card, and ACH require advanced payment techniques. With that trend, unfortunately, are...
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act - 12/1/2020 -
The Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA) were implemented to improve the lives of employees. FMLA allows eligible employees to take job-protected leave for their own serious health conditions or to...
Ethics: CPAs' Recent Illegal and Discreditable Acts - 12/1/2020 -
If the FBI learns from crooks, what can we learn from CPAs who went rogue and lost their licenses? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Understanding the Form 990 and its Preparation Prerequisites - 12/1/2020 -
Don't drown in the Form 990's force-field! 80% of the inputs and definitions used in the form are extraneous to the statutes and Regulations that apply to the exempt sector. This course provides an easy introduction to the entirety of key...
Google Docs for Accountants - 12/1/2020 -
This course provides a concise overview of Google Docs, a cloud-based word processing application by Google. Similar to Microsoft Word, the tool allows users to create documents, add text, edit paragraphs, apply formatting, copy and paste...
Keeping your Clients out of IRS Jail - 12/1/2020 -
Once you've been involved in fraud case work, you'll never prepare a tax return the same again. So says an experienced CPA and fraud investigator who will run down the top ways to keep your clients on the right side of IRS trouble. Technology has...

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