Professional Development and Event Catalog

Please note: The CPE deadline has been extended to July 31, 2021.

In light of the tax deadline extension, the Connecticut State Board of Accountancy voted unanimously on May 11 to extend the CPE deadline by one month to July 31, 2021. 

Showing 5728 All Results

Surgent's Real Estate Taxation: Critical Considerations

Thursday, September 16th 1:30pm - 5:00pm

Online

4.00 Credits

The impact the Tax Cuts and Jobs Act has had on the real estate industry Determining the basis when acquiring real estate Rental operations Depreciation and recapture Calculation of gain or loss on sale of real estate Passive activity losses Installment sales Instructor Name: William Eskin, CPA

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

Thursday, September 16th 9:00am - 5:00pm

Online

8.00 Credits

Legislative developments A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit Qualification: Has the client retired? How business entities may be used for Social Security advantage Income taxation of Social Security: avoidance tactics Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits?  Why should both spouses qualify for survivor benefits? Disability benefits When to start Social Security benefits: Advantages and disadvantages at ages 62, 66, and 70 Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know Instructor Name: Michael Frost, CPA

Surgent's Weekly Expert Hour

Thursday, September 16th 2:00pm - 3:00pm

Online

1.00 Credits

Each week’s topics will change based on the most critical issues affecting financial professionals Instructor Name: Mike Tucker, Ph.D., LL.M., J.D., CPA

Surgent's What Tax Practitioners Need to Know About Medicare

Thursday, September 16th 7:00pm - 9:00pm

Online

2.00 Credits

Eligibility for Medicare How to apply for  Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Current and late breaking legislative and regulatory developments Instructor Name: Mike Tucker, Ph.D., LL.M., J.D., CPA

Unlocking the Mysteries of Key Person Value

Thursday, September 16th 2:00pm - 4:00pm

Online

2.00 Credits

The major topics that will be covered in this course include:How to identify the attributes of a key personHow to quantify the value of the attributesHow to understand the empirical data related to key person valueApply valuation standards to a key person analysisReview key court decisions regarding key person issuesInstructor Name: Kevin R. Yeanoplos, CPA/ABV, ASA

Blockchain Technology: What Every CPA Should Know

Friday, September 17th 9:00am - 11:00am

Online

2.00 Credits

The specific topics that will be presented include:An explanation of what blockchain isReview of the nomenclature associated with blockchain technologyThorough review of the components of a blockchain applicationReview of current and potential applications for blockchain and its impact on commercePotential impact on the CPA profession in accounting and auditingInstructor Name: John H. Higgins, CPA.CITP

CFO Series: Putting Microsoft 365 to Use

Friday, September 17th 11:00am - 1:00pm

Online

2.00 Credits

The major topics that will be covered in this course include:Sharing files stored in SharePoint and OneDrive through the Teams appLearn the power of the OneNote appLearn the power of the Planner AppLearn the power of Power BIInstructor Name: John H. Higgins, CPA.CITP

Change Management in Times of Crisis

Friday, September 17th 4:00pm - 5:00pm

Online

1.00 Credits

The major topics that will be covered in this class include:What employees and leaders are thinking during a crisisThe stages of crisis and where in the change curve you can make the most impact What employees need from their leaders at the beginning, middle and end of a crisisThe three skills leaders can build for their change crisis kitWhat leaders need from their supervisors and employees at the beginning, middle and end of a crisis The three skills employees can build for their change crisis kitInstructor Name: Tammy Daugherty

Corporate Ethics Cases in Diversity and Inclusion

Friday, September 17th 10:00am - 11:00am

Online

1.00 Credits

Everyone can experience discrimination or harassmentWhat the AICPA Code of Professional Conduct says about harassment and discriminationOther sources of ethical guidanceRecent EEOC CasesLearning about each otherInstructor Name: John L. Daly, MBA, CPA, CMA, CPIM

Critical Thinking for Financial Professionals

Friday, September 17th 9:00am - 10:00am

Online

1.00 Credits

Two Systems of ThinkingSystem 1System 2 How cognitive bias can cause you to make bad decisions Anchoring Availability The Dunning-Kruger Effect The Ikea Effect The Rhyme as Reason Effect Substitution 6 Tips for making better decisions Instructor Name: John L. Daly, MBA, CPA, CMA, CPIM

Emerging Issues in Cannabis and Hemp/CBD

Friday, September 17th 2:30pm - 4:30pm

Online

2.00 Credits

The content includes fast-paced discussion of what has been learned in other more mature markets like Colorado, Oregon and Alaska and what to expect in emerging markets where there is only medical access to cannabis or recent access to recreational cannabis. Evolving rules and market dynamics in agricultural hemp will also be addressed. The state of Colorado will be used as an example of cannabis and hemp regulation.Instructor Name: Ronald L Seigneur, CPA/ABV, ASA, CVA

Ethics and Unbilled Taxes - The Auditor's Untold Story

Friday, September 17th 12:30pm - 2:30pm

Online

2.00 Credits

Reviewing Financial Statements with ManagementRules Regarding Subordination of JudgementProperly Handling Correction of Errors and Prior Period AdjustmentsAssessing Risks of Material MisstatementsOther Materiality IssuesInstructor Name: Albert D. Spalding, JD, PhD, CPA/CFF

Excel - Building Powerful Lookup & Reference Formulas

Friday, September 17th 12:00pm - 2:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions Speeding up worksheet creation with the INDIRECT function Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) Using ERROR checking functions Instructor Name: Bryan L. Smith, CPA.CITP, CISA

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know

Friday, September 17th 10:00am - 2:00pm

Online

4.00 Credits

*Background, purpose and main provisions of new standard *Transition guidance *5-step process for recognizing revenue *Disclosure requirements *Implementation guidance - contracts, tax matters, internal controls, ITInstructor Name: Renee Rampulla

Leadership Skills for Peak Performance in 21st Century

Friday, September 17th 3:30pm - 5:30pm

Online

2.00 Credits

You will learn strategies and tactics to:Give feedback to get desired resultsBuild self-confidenceCommunicate powerfully Develop othersEngage your employees by understanding their personal motivatorsLead through periods of changeInstructor Name: Julie G. Holunga, MBA, CPCC, ACC and Stephanie Wac

Risk Management Techniques and Tools

Friday, September 17th 10:00am - 12:00pm

Online

2.00 Credits

Instructor Name: Bruce Shepard

Sexual Harassment in Professional and Corporate Environments

Friday, September 17th 11:00am - 12:00pm

Online

1.00 Credits

Introduction: #MeToo and the Accounting ProfessionCase: Barrett v. Forest Labs., Inc.Ethics and Law: Two Different (Overlapping) DomainsDealing with the Culture of an OrganizationCase: Babbitt v. Koeppel Nissan, Inc.Supplemental Case: Smith v. DeTar Hosp. LLCConclusionInstructor Name: Albert D. Spalding, JD, PhD, CPA/CFF

SMART Goal-Setting As a Path to Flourishing

Friday, September 17th 12:00pm - 1:15pm

Online

1.40 Credits

* What is a goal? * Objectives and key results * SMART goals (what they are, how to set them and use them to achieve success)Instructor Name: Bill Sheridan

Surgent's Guide and Update to Compilations, Reviews, and Preparations

Friday, September 17th 9:00am - 12:30pm

Online

4.00 Credits

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 SSARS No. 22, Compilation of Pro Forma Financial Information Comprehensive sample engagement work programs for every level of SSARS No. 21 service Complete illustrations of engagement letters, management representation letter, reporting and other required communications for every level of SSARS No. 21 service Quality issues related to SSARS No. 21 engagements Proposed changes to the SSARS Instructor Name: Richard Daisley, CPA

Surgent's Introduction to Forensic Accounting

Friday, September 17th 1:00pm - 4:30pm

Online

4.00 Credits

Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting Instructor Name: Jason Cornell