Professional Development and Event Catalog
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
1:30pm - 5:00pm
Online
4.00 Credits
Member Price: $159
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Getting ready for busy season involves not only knowing what's new for the current year but also understanding how the changing limits, phaseouts, and other rules apply to current-year returns. With OBBBA enactment over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, IRS filing issues, and deadlines that will be invaluable to attendees who prepare tax returns during busy season.
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Surgent's Nuts & Bolts of Cryptocurrency Taxation & 1099-DAs
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $99
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With over 40 percent of Americans owning digital assets and a single bitcoin now valued at over $100K, cryptocurrency is no longer a niche subject, yet few tax professionals understand how to help individuals and businesses who are dealing with digital assets. This session walks you through the tax implications of common cryptocurrency-related transactions and how to successfully service clients dealing in digital assets. We will also cover current developments surrounding this topic, such as Form 1099-DAs, the updated version of the digital assets question on Form 1040, and a series of chief counsel memorandums related to digital assets and tax planning opportunities.
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Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $99
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Working in accounting and finance offers strong earnings and growth, yet chronic overwork remains the top driver of anxiety and attrition in the profession. Evidence shows that long hours and poor recovery harm both health and output: large studies link greater than 55-hour weeks to higher cardiovascular risk, specific-hour thresholds to productivity drops, and insufficient sleep to eroded performance. At the same time, well-designed flexibility works. A recent randomized trial of a two-days-from-home hybrid schedule improved satisfaction and cut quits without hurting results, and multi-firm pilots of shorter workweeks report lower burnout and stable revenue. This webinar translates that research — along with sector-specific findings on accountants' work-life priorities — into practical tools for financial professionals and their firms. We'll cover how to set evidence-based workload and availability norms (e.g., hybrid cadence, meeting discipline, focused work blocks), build manager habits that reduce stress without sacrificing delivery, and document simple recovery practices (sleep, boundaries, and time off) to sustain peak periods. We'll also address policy design: aligning work styles and responsibilities within teams, metrics that reward outcomes over hours, and how to pilot changes safely. Participants will leave with a concise checklist and templates they can implement immediately.
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Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
2:00pm - 5:00pm
Online
3.00 Credits
Member Price: $149
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Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and administering an estate. The purpose of this program is to discuss those issues that practitioners with clients involved in estate planning administration need to know to advise those clients. Lack of planning and preparedness in estate issues can cost the heirs time and money upon a decedent's death.
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Erase the Mark: Best Practices in Penalty Abatement
4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
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If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the rules and regulations that create the penalty, and the reasons that exist that the IRS will consider to remove those penalties. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $299
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This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.
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Individual Tax Update: OBBA and Recent Developments
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
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A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Review and Analysis of Crucial OBBBA Changes
9:00am - 11:00am
Online
2.00 Credits
Member Price: $119
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Accounting and finance practitioners are still grappling with the many changes OBBBA has made to the tax laws, many of which will impact tax filings. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. Accounting and finance practitioners will gain a better understanding of this very complex set of new tax rules. Practitioners will grasp what is new and what is a continuance of prior rules to develop deeper insights into the many changes that the OBBBA made to the law. If you still feel you need to learn more about how OBBBA works, this program is for you. We have assembled a two-hour review and analysis of what we consider the most important changes from OBBBA that impact client transactions. To the extent that Treasury has provided guidance relating to these new OBBBA changes, we will discuss that guidance. Where guidance is lacking, we will point out areas that require future attention from Treasury.
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Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities
9:00am - 12:30pm
Online
4.00 Credits
Member Price: $159
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Section 199A is still the hottest tax topic related to the Tax Cuts and Jobs Act of 2017. The Act created new reporting requirements for relevant pass-through entities (RPEs). Each RPE is required to report the relevant data needed to calculate the §199A deduction to each recipient of Schedule K-1. Your clients will trust you to ensure that the relevant data is properly reported. The IRS has added disclosure lines to Schedules K-1 for S corporations, partnerships, and trusts. This course will cover the new reporting requirements on those forms and discuss uncertainties that still exist related to the reporting requirements. The course includes examples and case studies relevant to the new disclosure lines of Schedules K-1. This program will include the latest relevant IRS guidance.
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Surgent's Social Security and Medicare: Planning for You and Your Clients
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $279
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Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.
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The Best Federal Tax Update Course by Surgent
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $299
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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.
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Corporate Transparency Act Developments
9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
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U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling. We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
10:00am - 6:00pm
Online
8.00 Credits
Member Price: $279
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The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
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Surgent's A Guide to Nonqualified Deferred Compensation
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $99
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This course is designed to provide a deep understanding of NQDC plans, focusing on the regulations, tax nuances, and strategies to understand to effectively advise clients. Participants will learn about the key features of NQDC plans, their differences from qualified retirement plans, and the compliance requirements under IRC Section 409A and other relevant regulations. The course will cover the taxation of NQDC plans, including income recognition, FICA, and federal/state taxes, for both employers and employees. Attendees will explore various types of NQDC plans and discuss their unique features and benefits. The course will also delve into financing and funding options for NQDC plans and provide guidance on developing and implementing effective planning strategies based on participant demographics, company objectives, and tax efficiency. By the end of the course, participants will have the knowledge and tools to properly advise clients on NQDC plans to maximize benefits while ensuring compliance with regulations.
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What If Your Client Didn't Take Reasonable Compensation
12:30pm - 1:30pm
Online
1.00 Credits
Member Price: $55
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Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Business Tax Update: OBBA and Recent Developments
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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A discussion of the latest tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Where To Live in Retirement
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $119
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Deciding where to live in retirement is a challenge that involves a multitude of factors that differ for everyone. Each person and couple should evaluate their current living situation to see where their goals and lifestyles in retirement can best be met. The program covers the various factors that most people should consider when thinking about where to spend their retirement years.
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Surgent's Real Estate Taxation: Critical Considerations
1:30pm - 5:00pm
Online
4.00 Credits
Member Price: $159
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This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact that recent tax changes have had on the real estate industry, as well as new credits that are available after the Inflation Reduction Act of 2022.
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Surgent's International Tax Challenges and Opportunities for U.S. Filers
2:00pm - 5:00pm
Online
3.00 Credits
Member Price: $149
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Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented to U.S. expats or investors living or investing abroad. It examines how foreign-source income is taxed in the U.S. and how the tax consequences could be mitigated by applying the tax treaties, claiming credit for foreign taxes paid, or excluding foreign-earned income. Additionally, the course discusses the numerous foreign informational form reporting requirements and the significant penalties that could be imposed by the IRS. Examples from real-life client scenarios are included.
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Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
2:00pm - 5:00pm
Online
3.00 Credits
Member Price: $169
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Accounting and finance professionals advising their business clients must be fully informed regarding the multiple loss limitation provisions that apply to individuals conducting businesses and pass-through entities. This program covers the loss limitation rules that accounting and finance professionals must know in order to advise their individual and pass-through entity clients fully and adequately as to when and if a loss limitation applies. The loss limitations discussed in this program start with an introductory discussion of hobby loss rules and graduate to more substantive discussion of the remaining loss limitations: basis limits, at-risk rules, passive loss limits, excess business loss limits, net operating losses, and the Section 163(j) interest limitation. Knowing when loss limits apply is essential for any accounting and finance professional. This program will put you in a position to advise clients fully and intelligently regarding each of the loss limits. This program discusses new OBBBA changes that impact tax loss limitations impacting individuals and pass-through entities.