Presented by: Patrick J. Duffany, JD, CPA, Partner and Cynthia Galamgam, JD, LL.M., Senior Manager from CohnReznick LLP The session will include a discussion of Connecticut’s reaction to federal tax reform (including the Pass-Through Entity Tax), as well as reactions and updates from other...

Whether you are relatively new to the accounting industry or have been around for a number of years, there is a good chance that you are developing your Excel spreadsheets the hard way and leaving them susceptible to errors and omissions of important data. This course is designed to teach you...

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review various tax...

The Tax Cuts and Jobs Act of 2017 made major changes to the Federal tax laws impacting individuals. Are you ready for the filing season? This course provides participants with critical Federal tax law updates resulting from current laws, regulations and court cases impacting individuals....

Data breaches, hacking and external fraud attempts against Target, Sony and The Home Depot illustrate the need to safeguard against external fraud risks. Specific control issues increase risk, but measures can be taken to reduce exposure to external attacks. Until recently, a percentage of...

Since Prohibition, the alcohol industry has operated according to a complex and heavily regulated system. The industry is now changing dramatically as the traditional "three tiers" clash with an Internet world and electronic sales. For CPAs handling the accounting for restaurant and bar clients,...

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 be thrust upon you. Finding an affordable,...

With more women in higher levels of authority, women have more opportunities to steal ever larger amounts. A Pew Research Center study found that 40% of women are primary breadwinners. But the unintended consequence is women have access to more money to embezzle. In a 10-year period,...

Have you ever thought there must be a better way to collaborate with your teammates when writing documents, creating spreadsheets, working on project plans, scheduling meetings, or sending email? Everyone is using the same tools but doing everything on their own. Well, Microsoft developed Groups...

The President and Congress have delivered a revolutionary tax reform plan, and Surgent will bring you all of the details critical to you and your practice. These changes will affect your clients this coming season, and they will look to you to understand the issues and develop a plan that serves...