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Professional Development and Event Catalog

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The circled number on the tabs below indicate the number of programs that match your search in each category. Click on the tabs to find the perfect program!

Showing 3326 All Results

SECURE Act 2.0: What You Need to Know

Wednesday, June 19th,
 3:00pm - 4:03pm

Online

1.00 Credits

Member Price: $39

Signed by President Biden on December 29, 2022, as part of the Consolidation Appropriations Act, this program provides an explanation of the Secure Act 2.0 provisions impacting individuals and business taxpayers.  Learn what you need to know for this filing season and how to plan for future years 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.

2024 Real Estate Tax Update

Wednesday, June 19th,
 4:00pm - 8:00pm

Online

4.00 Credits

Member Price: $129

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.

2024 Section 174: New Rules for the R&E Deduction

Wednesday, June 19th,
 5:00pm - 5:58pm

Online

1.00 Credits

Member Price: $39

This program addresses the most recent developments impacting taxpayers incurring research and experimentation costs.  Emphasis will be placed on compliance with the 2022 change in Section 174 Amortization of research and experimental expenditures. **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.

Section 174: New Rules for Research and Experimentation

Wednesday, June 19th,
 5:00pm - 6:00pm

Online

1.00 Credits

Member Price: $55

This program addresses the most recent developments impacting taxpayers incurring research and experimentation costs. Emphasis will be placed on compliance with the 2022 change in Section 174 Amortization of research and experimental expenditures. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp

Thursday, June 20th,
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $159

The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.

Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election

Thursday, June 20th,
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $159

This program is an in-depth analysis of the Section 754 election and the two adjustments associated with the election under Section 743(b) and Section 734(b). The 754 election is a highly technical provision that provides great tax benefits to the owners of the partnership, and particularly in the case of Section 743(b), a new partner. In this webinar, our expert panel will cover the most common questions encountered by practitioners in their daily practices. The program includes a number of examples that provide insights into the mechanics of the two adjustments that follow upon a Section 754 election.

2024 Fringe Benefit Planning - Today and Beyond

Thursday, June 20th,
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $225

In today's dynamic economic landscape, staying ahead with effective fringe benefit planning is more critical than ever for both businesses and individual clients. With evolving tax laws and shifting market dynamics, understanding the intricacies of fringe benefit planning is essential to ensure financial well-being and compliance. This course offers a comprehensive overview of essential tools and techniques tailored for financial professionals, allowing them to navigate the complexities of fringe benefit planning with confidence and precision. By attending this course, practitioners will gain invaluable insights into various planning tools and techniques essential for meeting fringe benefit planning objectives. From mastering the subtleties of employee benefit planning, including ERISA reporting and disclosure requirements, to unraveling the complexities of IRC §132 fringe benefit options, attendees will enhance their expertise to deliver superior advisory services. The curriculum also delves into the practical aspects of cafeteria plans, flexible spending accounts, group term life insurance plans, and strategies for financing retiree medical benefits, among others. With a focus on practical application and real-world scenarios, this course equips participants to tackle fringe benefit planning challenges head-on, providing them with the tools and knowledge needed to optimize benefits for both business and personal needs, now and in the future. **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.

Featured

Insurance Industry Conference (VIRTUAL)

Thursday, June 20th,
 9:00am - 5:20pm

Online

8.00 Credits

Member Price: $345

Important: This is a VIRTUAL program and is being offered in partnership with the Iowa Society of CPAs Discover fresh trends and top-notch practices shaping the insurance sector. Whether you're a seasoned pro or new to the field, this conference promises to arm you with valuable insights and expertise to level up your understanding of the insurance world. Please note that the Class Pass does not apply to this program.

Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings

Thursday, June 20th,
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $99

Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly, and that movement of retirement assets, including between IRAs and employer plans, does not violate the limitations that apply.

Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings

Thursday, June 20th,
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $99

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. Given the rising popularity of S corporations, understanding how shareholder basis and the equity section of the balance sheet work together for tax purposes is imperative for nearly any tax practitioner. In this course, we will discuss this relationship. Using examples and illustrations, we will show how contributions, operating transactions, and distributions affect shareholder basis as well as equity.

2024 The Preparation of Form 706 and 709 - Line-by-Line

Thursday, June 20th,
 10:00am - 1:37pm

Online

4.00 Credits

Member Price: $129

Navigating the challenges of estate and gift taxation can be overwhelming for practitioners, especially those lacking extensive experience in this field. In this comprehensive course, participants will undergo a practical exploration through the preparation of the Federal Forms 706 and 709 - line by line. Through hands-on instruction, attendees will gain invaluable insights into the complexities of tax compliance, equipping them with the skills and confidence needed to seamlessly integrate estate and gift tax preparation into their practice. With a focus on practical application, this course offers participants a unique opportunity to master the preparation of crucial tax returns, enhancing their professional expertise and strengthening client service offerings. From a detailed overview of the Federal Forms 706 and 709 to insights on complying with "Portability" and navigating postmortem estate planning issues, attendees will emerge with a newfound proficiency in estate and gift tax preparation, ready to excel in their practice. **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.

S Corporation (Form 1120S) - Formation to Liquidation

Thursday, June 20th,
 10:00am - 5:37pm

Online

8.00 Credits

Member Price: $300

With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a S corporation course focusing on the birth, growth, maturity, and death of a closely held S corporation. This case driven course will deal with S corporation income tax laws from formation to liquidation.  **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

The Best Federal Tax Update Course by Surgent

Thursday, June 20th,
 10:00am - 6:00pm

Online

8.00 Credits

Member Price: $299

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.

Understanding the "Most Common" Form 990 Schedules: A,B and C

Thursday, June 20th,
 10:30am - 1:00pm

Online

2.50 Credits

Member Price: $89

Session 7 of Borenstein's Form 990 Foundational Series: 'C the BAD DoG' is a handy phrase to remind preparers of the Form 990's five most frequently applied substantive Schedules (A, B, C, D, G) along with the ALWAYS-required Schedule O. This webinar addresses the first three of these substantive Schedules - A (required of all 501(c)(3) organizations); B (required for many (c)(3)s AND some non-(c)(3)s); and C (reporting on spheres of public policy intersection). The author/instructor's approach to all three is designed to: (1) demystify the Schedule A overall (and explain the nature of the two public support tests); (2) address common misconceptions concerning the Schedule B's reporting of donors; and (3) highlight the reach and underlying preparer needs behind Schedule C's three parts, including commonly missed Sched. C reporting obligations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Schedules K-2 and K-3: Filing Requirements

Thursday, June 20th,
 11:00am - 1:00pm

Online

2.00 Credits

Member Price: $99

Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2023 tax year, this course is an essential guide for tax preparers on how to identify which entities need to complete these schedules and how to identify which parts are applicable to a given taxpayer. The filing requirements are broad and often not very intuitive, catching many practitioners unaware that more schedules and parts are applicable to more taxpayers than anticipated. This course includes a deep dive into the domestic filing exception, as well as a discussion of filing requirements of each part of Schedule K-2. Please note: Surgent also offers a companion course, "Schedules K-2 and K-3: Preparation of Forms" (KPF2).

2024 Estate and Financial Planning for the Older Client

Thursday, June 20th,
 11:00am - 7:00pm

Online

8.00 Credits

Member Price: $225

Enter the complex world of elder planning with this comprehensive course tailored for financial professionals. Gain invaluable insights into estate and financial strategies designed specifically for older clients, equipping you with the knowledge and skills to address their unique needs and challenges. Throughout the course, participants will explore a wide range of topics, from understanding the complexities of Medicare and various life insurance types to navigating Social Security considerations and exploring Medicaid planning details. With a focus on practical application, attendees will learn to customize estate planning strategies, explore housing and care alternatives, and address gifting complexities relevant to older clients. By the end of the program, you'll develop expertise in executing specialized planning requirements for mature clients, ensuring you're well-prepared to provide informed counsel and support in this important aspect of financial practice. Join us and enhance your knowledge in estate and financial planning for the older client today.

IRS Cybersecurity Checklist

Thursday, June 20th,
 12:00pm - 1:52pm

Online

2.00 Credits

Member Price: $79

This course is designed to provide learners with an understanding of the Internal Revenue Service (IRS) Cybersecurity Checklist and how it can be used to protect taxpayer data. The course will cover the basics of cybersecurity, including threats, risks, and vulnerabilities. Learners will be introduced to the IRS Cybersecurity Checklist, which provides a framework for organizations to assess and enhance their cybersecurity practices. The course will cover the various elements of the IRS Cybersecurity Checklist, including access control, data protection, and employee training. Learners will gain an understanding of the importance of each element and how it contributes to the overall security of taxpayer data. The course will also cover best practices for implementing each element of the IRS Cybersecurity Checklist. Throughout the course, learners will be presented with real-world examples of cybersecurity threats and breaches, highlighting the importance of effective cybersecurity practices. Learners will also be given practical exercises and assessments to reinforce their understanding of the IRS Cybersecurity Checklist.

2024 The Complete Guide to the Preparation for Form 1041

Thursday, June 20th,
 12:00pm - 7:42pm

Online

8.00 Credits

Member Price: $225

Navigate the intricate world of tax compliance for fiduciary entities with confidence through this comprehensive course tailored for financial professionals. Gain practical insights and expertise in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041), addressing specific issues surrounding decedents' estates and trusts. Delve into the fundamentals of Subchapter J of the Internal Revenue Code and master the art of compliance while decoding complex tax regulations. With engaging case studies and line-by-line instruction, participants will acquire the skills necessary to recognize and address key components of Form 1041, ensuring accuracy and efficiency in tax preparation. Don't miss this opportunity to enhance your proficiency and advance your career in fiduciary taxation. **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.

Surgent's Weekly Expert Hour

Thursday, June 20th,
 2:00pm - 3:00pm

Online

1.00 Credits

Member Price: $79

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.

Form 1120S - Preparation and Analysis

Thursday, June 20th,
 2:00pm - 3:49pm

Online

2.00 Credits

Member Price: $79

This course provides an in-depth exploration of Form 1120S, the tax return form used by S corporations. Students will learn the intricacies of preparing and analyzing this form, including how to determine the taxable income of the S corporation, how to properly report and allocate income, deductions, and credits, and how to calculate the shareholder's basis in the S corporation. **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.