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Professional Development and Event Catalog

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Showing 213 On-Demand & Certificates Results

Surgent's 2022 Tax Update (Course Manual Download)

Available Until Tuesday, April 30th, 2024

Online

3.00 Credits

Member Price: $59

Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest tax legislation applicable to individual and business clients. Continually updated to reflect enacted legislation.

Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships

Available Until Tuesday, April 30th, 2024

Online

8.00 Credits

Member Price: $199

The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.

Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Course Manual Download)

Available Until Tuesday, April 30th, 2024

Online

10.00 Credits

Member Price: $189

The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.

Surgent's Advanced Critical Tax Issues for S Corporations

Available Until Tuesday, April 30th, 2024

Online

8.00 Credits

Member Price: $199

This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.

Surgent's Advanced Critical Tax Issues for S Corporations (Course Manual Download)

Available Until Tuesday, April 30th, 2024

Online

10.00 Credits

Member Price: $189

This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.

Surgent's Advanced Individual Income Tax Return Issues

Available Until Tuesday, April 30th, 2024

Online

8.00 Credits

Member Price: $199

Most Accounting and Financial Professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.

Surgent's Advanced Individual Income Tax Return Issues (Course Manual Download)

Available Until Tuesday, April 30th, 2024

Online

12.00 Credits

Member Price: $219

Most Accounting and Financial Professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.

Surgent's Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under §754 and Related Provisions (Course Manual Download)

Available Until Tuesday, April 30th, 2024

Online

8.00 Credits

Member Price: $159

This course explores the practical issues in the many instances in which a step-up in basis can create tax advantages for partners and members. This course includes case studies to illustrate the critical points.

Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area

Available Until Tuesday, April 30th, 2024

Online

4.00 Credits

Member Price: $129

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

Surgent's Buying and Selling a Business: Critical Tax and Structuring Issues (Course Manual Download)

Available Until Tuesday, April 30th, 2024

Online

8.00 Credits

Member Price: $159

One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.

Surgent's Buying and Selling a Business: Tax and Structuring Overview

Available Until Tuesday, April 30th, 2024

Online

4.00 Credits

Member Price: $129

One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.

Surgent's Buying and Selling a Business: Tax and Structuring Overview (Course Manual Download)

Available Until Tuesday, April 30th, 2024

Online

4.00 Credits

Member Price: $79

One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.

Surgent's Choosing the Right Business Entity

Available Until Tuesday, April 30th, 2024

Online

2.00 Credits

Member Price: $89

The business structure a client chooses influences virtually everything: day-to-day operations, taxes, how much of their personal assets are at risk, and more. For this and many other reasons, it is critical that a client choose a business structure that gives the right balance of legal protections and benefits. From a tax perspective, in terms of selecting an entity to do business in, the universe shifted with the Tax Cuts and Jobs Act enacted at the end of 2017. The tax rate for C corporations was lowered to 21% and the 199A deduction offered pass-through entities the chance to significantly lower the rate at which they are taxed. But how do all these options work and which option is best for what business? Those questions are at the heart of this webinar. In this program, we discuss whether there is a "best entity" for our clients. We all know that re-examining choice of entity determination is at the top of the agenda for client meetings during and after the 2022 tax season because clients continue to want reassurance that they have the most tax-efficient entity. This program will equip you with the knowledge and insights you need to lead those discussions.

Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

Available Until Tuesday, April 30th, 2024

Online

2.00 Credits

Member Price: $89

Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.

Surgent's Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions (Course Manual Download)

Available Until Tuesday, April 30th, 2024

Online

8.00 Credits

Member Price: $159

With a greater-than-ever 179 deduction boosted by 100% additional first year depreciation, and pandemic-related business-friendly provisions, these are unprecedented times for businesses to make major asset investments. From the most-up-to-date depreciation regulations to inflation adjustments and technical corrections, this material will help you navigate the complex maze of rules dealing with depreciation, amortization, and sale of property. This reference manual contains a wide range of case types and examples, covering common and less commonly encountered situations to illustrate the most important points CPAs need to be aware of.

Surgent's Construction Contractors: Critical Accounting, Auditing, and Tax Issues (Course Manual Download)

Available Until Tuesday, April 30th, 2024

Online

6.00 Credits

Member Price: $159

Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Construction engagements are, in many instances, more "dangerous" than most lines of business due to the many users of the financial statements. In this course, we will discuss why construction accounting and financial reporting are so complex and discuss the relationship between the contractor and the surety, both from an underwriting and claims perspective. We will also explore what the surety looks for in order to maximize potential bond credit, and we will discuss key areas of tax compliance concentrating on those areas which make construction unique, including the impact of COVID-19 on the construction industry.

Surgent's Critical Issues Involving Taxation of Construction Contractors

Available Until Tuesday, April 30th, 2024

Online

4.00 Credits

Member Price: $129

Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts owed to the Internal Revenue Service. We will also discuss the impact of COVID-19 on construction taxation. This is a critical presentation "tailor-made" for CPAs who either work for or represent construction contractors.

Surgent's Critical Issues Involving Taxation of Construction Contractors (Course Manual Download)

Available Until Tuesday, April 30th, 2024

Online

4.00 Credits

Member Price: $79

Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts owed to the Internal Revenue Service. We will also discuss the impact of COVID-19 on construction taxation. This is a critical presentation "tailor-made" for CPAs who either work for or represent construction contractors.

Surgent's Depreciation Rules for Bonus and Section 179 Expensing

Available Until Tuesday, April 30th, 2024

Online

2.00 Credits

Member Price: $89

The Tax Cuts and Jobs Act of 2017 has had a tremendous impact on commercial real estate, including liberalizing the depreciation provisions. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) included several provisions that allow taxpayers to revisit projects completed in earlier, more profitable years, and generate even more value. In this webinar, we will explore the impact of these important laws on commercial real estate owners and delve into what Accounting and Financial Professionals need to know. We'll also examine these opportunities to "turn back the clock," including the retroactive correction of QIP's recovery period and the option to revoke electing-out of the business interest limitation. Finally, we will review other strategies that are crucial parts of a comprehensive tax plan this year and will discuss a strategic hierarchy for employing those strategies most successfully. Relevant Rev. Procs. and multiple real-life case studies will be reviewed.

Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients

Available Until Tuesday, April 30th, 2024

Online

2.00 Credits

Member Price: $89

Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who receive stock options are often unaware of their inherent risks. Research has shown that over 75% of employees have never exercised their stock options. Almost half of these individuals (48%), say they held off on selling their options due to fear of making a mistake. This course provides accounting and financial professionals with a broad overview of employee stock options. The webinar is designed to help participants better understand the fundamentals behind these investments and in turn, better advise their clients.