Skip to main content

Professional Development and Event Catalog

Showing 2888 All Results

Al Capone to Cybercrime: The Journey of IRS Special Agents

Thursday, Jan. 8
 11:00am - 3:00pm

Online

4.00 Credits

Member Price: $149

See more dates

Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering, and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise, and actions that cause them to be known as the "world's finest financial investigators." This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes, and trained and mentored other special agents. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

More Dates

Tax Season Update for Individuals with Steve Dilley

Thursday, Jan. 8
 12:00pm - 8:00pm

Online

4.00 Credits

Member Price: $129

See more dates

This program provides an update to the latest tax developments, rules and regulations affecting individual taxpayers, including a review and integration of late 2024-25 legislation.   *Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

More Dates

Surgent's 2025 Tax Update for Client Advisory Services

Thursday, Jan. 8
 1:30pm - 5:00pm

Online

4.00 Credits

Member Price: $159

See more dates

Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with - information reporting, payroll tax issues, and tax credit and deduction documentation. We will also discuss relevant changes to individual and business tax returns so that CAS professionals can better assist clients with tax needs in the upcoming year.

More Dates

Surgent's S Corporation Taxation: Advanced Issues

Thursday, Jan. 8
 1:30pm - 5:00pm

Online

4.00 Credits

Member Price: $159

See more dates

Surgent's Weekly Expert Hour

Thursday, Jan. 8
 2:00pm - 3:00pm

Online

1.00 Credits

Member Price: $59

See more dates

As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today - your clients and your bottom line will thank you.

More Dates

Navigating IRS Correspondence: Responding to IRS Letters

Thursday, Jan. 8
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $89

See more dates

Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

More Dates

Surgent's Essential Depreciation and Expensing Update

Thursday, Jan. 8
 2:00pm - 5:30pm

Online

4.00 Credits

Member Price: $159

See more dates

The "permanent" changes from the TCJA may stand like a lion in the pathway of change, but Washington has its own definition of permanent. Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of rules dealing with depreciation, amortization, and sale of property. This course contains many examples and cases to illustrate the most important points of which CPAs need to be aware.

More Dates

Real Estate Professionals: Passive Activity Rules

Thursday, Jan. 8
 3:00pm - 4:48pm

Online

2.00 Credits

Member Price: $79

See more dates

When do they exist and how to report them? This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction.  *Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

More Dates

Mastering Partnership Basis: Inside and Outside Basis

Thursday, Jan. 8
 3:30pm - 5:30pm

Online

2.00 Credits

Member Price: $89

See more dates

This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

More Dates

Learning to Teach "Tax" as a Second Language

Thursday, Jan. 8
 5:00pm - 6:00pm

Online

1.00 Credits

Member Price: $55

See more dates

Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

More Dates

S Corporations: How to Calculate Shareholder Basis

Thursday, Jan. 8
 5:00pm - 6:55pm

Online

2.00 Credits

Member Price: $79

See more dates

A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans, with a focus on how to use Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. *Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

More Dates

2025 Mid - Year Tax Update: Planning for Individuals

Thursday, Jan. 8
 5:00pm - 9:00pm

Online

4.00 Credits

Member Price: $129

See more dates

The new administration has proposed significant tax policy changes that may impact individual taxpayers and financial planning strategies. This course provides tax practitioners with essential updates on recent legislation, regulatory changes, and potential future reforms. Participants will explore the implications of proposed tax cuts, adjustments to Social Security and retirement taxation, and potential modifications to deductions and credits. The course also examines ongoing discussions about IRS restructuring and the expansion of tax incentives for American businesses and families. With a focus on practical strategies, this course equips tax professionals with the tools to help clients prepare for these changes before year-end. Whether addressing Form 1040 issues, capital gains planning, or income and estate tax considerations, participants will gain insights to help clients make informed decisions. *Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

More Dates

Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes

Friday, Jan. 9
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $99

See more dates

Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S corporation shareholders, as well as which taxes are assessed at the entity level. Finally, we will discuss how state level taxation may have changed permanently with the addition of PTE elections.

More Dates

Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations

Friday, Jan. 9
 9:00am - 4:30pm

Online

8.00 Credits

Member Price: $279

See more dates

The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.

More Dates

Partnership Preparation, Basis Calculations & Distributions - Form 1065 Schedule K & K-1 Analysis

Friday, Jan. 9
 9:00am - 4:39pm

Online

8.00 Credits

Member Price: $300

See more dates

This comprehensive training is designed to get the accountant up to speed quickly with partnership and limited liability company (LLC) formation and preparation issues as well as a complete understanding of calculating a partner and LLC member’s basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1065 Schedule K and K-1 and how these items affect the partner/member’s individual income tax return. **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

More Dates

LLC's and S Corporations: a Comparative Analysis

Friday, Jan. 9
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $239

See more dates

This course focuses on the most common aspects and tax implications of Limited Liability Companies and S Corporations. It will further compare forms of entities, along with corporate formalities compliance issues of each entity type. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. Highlights of entity specific tax forms will be discussed, as well as accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning and audit strategies. Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

More Dates

Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners

Friday, Jan. 9
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $279

See more dates

Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff focus on the essential amidst the cacophony of IRS and legislative changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.

More Dates

The Best Federal Tax Update Course by Surgent

Friday, Jan. 9
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $299

See more dates

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

More Dates

Tax Implications of Retirement Plan Distributions

Friday, Jan. 9
 9:30am - 10:30am

Online

1.00 Credits

Member Price: $55

See more dates