Skip to main content

Professional Development and Event Catalog

Showing 3423 All Results

Year-End Tax Planning: Thinking Outside the Box

Saturday, Dec. 13
 10:00am - 2:00pm

Online

4.00 Credits

Member Price: $129

See more dates

Tax planning is more than an estimated tax calculation, it's a process.  Where are we now and what can we change?  This timely program will highlight significant 2022-23 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients! **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

Partnership Essentials: Review & Update

Saturday, Dec. 13
 11:00am - 3:00pm

Online

4.00 Credits

Member Price: $129

See more dates

This course examines the critical issues and special opportunities facing partnerships and their partners, as well as the relationship between limited liability companies and partnerships, with a focus on reporting tax basis capital accounts. **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

Real Estate Tax Update

Saturday, Dec. 13
 12:00pm - 4:00pm

Online

4.00 Credits

Member Price: $129

See more dates

This program addresses the recent changes imposed by recent tax legislation that real estate owners and investors need to know, including Section 199A, the new Section 163(j) interest expense limits and the opportunity to elect out.  An introduction to opportunity zones and other important issues will also be addressed. **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

Nonprofit Taxation Rules and Form 990

Saturday, Dec. 13
 3:00pm - 4:49pm

Online

2.00 Credits

Member Price: $79

See more dates

This course explores the latest tax provisions impacting non-profit entities, including charities, hospitals, and universities, with a focus on common issues CPAs may face when completing their clients Form 990. *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 Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities

Monday, Dec. 15
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $159

See more dates

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.

More Dates

Allison McLeod's Federal Tax Updates for Business Entities - 8 Hour

Monday, Dec. 15
 9:00am - 4:31pm

Online

8.00 Credits

Member Price: $225

See more dates

The tax landscape is constantly changing, challenging tax practitioner to stay abreast of these developments.  This eight hour program will cover issues unique to business entities, including new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals.  The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner.  **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

Multistate Taxation - Issues and Planning Opportunities

Monday, Dec. 15
 9:00am - 4:41pm

Online

8.00 Credits

Member Price: $225

See more dates

Join our course on Multistate Taxation – Issues and Planning Opportunities designed for financial professionals. Learn about crucial topics like nexus implications, state taxable income calculations, and audit defense strategies. Gain practical insights to integrate these considerations into client financial plans effectively. From deciphering complex formulas to understanding state-specific regulations, this course equips you with actionable knowledge to excel in finance. Explore multistate business activities, choice of business entity, and interstate commerce clauses. By course completion, you'll be ready to identify common pitfalls, mitigate risks, and ensure compliance with multistate taxation. Join us and navigate the complexities of finance confidently. **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

S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials

Monday, Dec. 15
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $349

See more dates

Tax planning strategies for new businesses considering electing S corporation status, and the pros and cons of switching from a C corporation to an S corporation.

More Dates

Surgent's Social Security and Medicare: Planning for You and Your Clients

Monday, Dec. 15
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $279

See more dates

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.

More Dates

The Best Federal Tax Update Course by Surgent

Monday, Dec. 15
 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

Navigating IRS Correspondence: Responding to IRS Letters

Monday, Dec. 15
 9:30am - 11:30am

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

IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Monday, Dec. 15
 10:00am - 5:37pm

Online

8.00 Credits

Member Price: $300

See more dates

This comprehensive training is designed to get the accountant up to speed quickly with the different types of individual retirement accounts (IRAs). The cornerstone of the course is an in-depth coverage of the contribution and distribution rules to the Traditional, Roth, Simplified Employee Pension (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) IRAs. The course will also discuss the basics of the health savings account (HSA) as well as any newly enacted tax legislation related to IRAs. **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

Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)

Monday, Dec. 15
 10:00am - 5:39pm

Online

8.00 Credits

Member Price: $300

See more dates

With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on business income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal business income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a “must-attend” course for all tax practitioners who want to be up to speed quickly and have a successful Federal business income tax filing season. **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 Advanced Critical Tax Issues for Limited Liability Companies and Partnerships

Monday, Dec. 15
 10:00am - 6:00pm

Online

8.00 Credits

Member Price: $279

See more dates

Monthly Federal Tax Updates - December 2025

Monday, Dec. 15
 11:00am - 1:00pm

Online

2.00 Credits

Member Price: $89

See more dates

Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. 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 A Guide to Nonqualified Deferred Compensation

Monday, Dec. 15
 11:00am - 1:00pm

Online

2.00 Credits

Member Price: $99

See more dates

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.

More Dates

Surgent's Real Estate Taxation: Critical Considerations

Monday, Dec. 15
 1:30pm - 5:00pm

Online

4.00 Credits

Member Price: $159

See more dates

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.

More Dates

Surgent's International Tax Challenges and Opportunities for U.S. Filers

Monday, Dec. 15
 2:00pm - 5:00pm

Online

3.00 Credits

Member Price: $149

See more dates

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.

More Dates