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Professional Development and Event Catalog

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Showing 486 On-Demand & Certificates Results

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 Anatomy of a Ransomware Event and Incident Response

Available Until Tuesday, April 30th, 2024

Online

2.00 Credits

Member Price: $89

The past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks, but there is little understanding of how they occur, how a response is undertaken, and how the chances of experiencing one can be reduced. Join us to learn about these topics so you can be prepared with the best response and the knowledge to avoid common mistakes in a ransomware event.

Surgent's Annual Accounting Update (Course Manual Download)

Available Until Tuesday, April 30th, 2024

Online

4.00 Credits

Member Price: $79

Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides an overview of recent accounting matters including private company standard setting activities; a review of ASU No. 2016-02, the FASB's new lease accounting standard; hot topics related to ASC 606; and a review of ASC 326, the soon-to-be-effective guidance on credit losses.

Surgent's Annual Accounting and Auditing Update

Available Until Tuesday, April 30th, 2024

Online

8.00 Credits

Member Price: $199

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard setting activities of the FASB and AICPA. In addition to providing a status update on implementation of Topic 842, Leases, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 134-145 over the next few years, including a detailed review of the new audit requirements under SAS 145 for performing an audit risk assessment. The course will also cover the key changes accountants will need to implement as they adopt SSARS No. 25 on their upcoming review, compilation, and preparation engagements. Lastly, the course reviews key trends in audit quality and peer review, including frequent peer review findings and what you can do to avoid them. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

Surgent's Annual Accounting and Auditing Update (Course Manual Download)

Available Until Tuesday, April 30th, 2024

Online

8.00 Credits

Member Price: $159

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard setting activities of the FASB and AICPA. In addition to providing a status update on implementation of Topic 842, Leases, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 134-145 over the next few years, including a detailed review of the new audit requirements under SAS 145 for performing an audit risk assessment. The course will also cover the key changes accountants will need to implement as they adopt SSARS No. 25 on their upcoming review, compilation, and preparation engagements. Lastly, the course reviews key trends in audit quality and peer review, including frequent peer review findings and what you can do to avoid them. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

Surgent's Annual Auditing Update (Course Manual Download)

Available Until Tuesday, April 30th, 2024

Online

4.00 Credits

Member Price: $79

Designed for accounting, audit, and attestation practitioners at all levels in both public accounting and business and industry, this course provides an overview of the recent pronouncements and guidance issued by the AICPA related to audit and attest standards, including a discussion of SAS 142, effective for 2022 audits, and SASs 143-145, effective for 2023 audits. The course also covers recent activity by the AICPA's Professional Ethics Executive Committee related to the AICPA's Code of Professional Conduct, as well as proposed updates to the AICPA's quality management standards. Lastly, the course will provide an update on the status of the AICPA's enhancing engagement quality initiatives. The course is a one-stop shop to get you up to speed on recently issued AICPA guidance.

Surgent's Annual FASB Update and Review

Available Until Tuesday, April 30th, 2024

Online

4.00 Credits

Member Price: $129

This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners. Specifically, the course will review recently issued FASB standards on leases and provide an update on the status of ASC 842 implementation and other hot button accounting issues, such as what is on the FASB's technical agenda. This course is the place to go for a succinct but thorough update on the big topics impacting financial accounting and reporting.

Surgent's Annual FASB Update and Review (Course Manual Download)

Available Until Tuesday, April 30th, 2024

Online

4.00 Credits

Member Price: $79

This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners. Specifically, the course will review recently issued FASB standards on leases and provide an update on the status of ASC 842 implementation and other hot button accounting issues, such as what is on the FASB's technical agenda. This course is the place to go for a succinct but thorough update on the big topics impacting financial accounting and reporting.

Surgent's Applying Lessons Learned To Assure a Successful ASC 842 Adoption

Available Until Tuesday, April 30th, 2024

Online

2.00 Credits

Member Price: $89

With the effective date of ASC 842, Leases, imminent, it's time to get tactical with your implementation plan. In this webinar, Ane Ohm, the co-founder and CEO of leading lease accounting software provider LeaseCrunch, joins Surgent to discuss lessons learned and best practices from those who have already completed ASC 842 adoption to help assure a successful implementation of this complex accounting standard. Ane will discuss her experiences in assisting companies through the nuances of ASC 842, from navigating its complex guidance on such topics as lease term, lease payments, and discount rates to providing a road map for performing transition accounting. Plus, she'll demonstrate the value of using lease accounting software to assist in these activities. With time at a premium, this webinar will allow you to focus on the important activities that you should be doing now to complete your ASC 842 implementation.

Surgent's Applying the Yellow Book to a Financial Statement Audit

Available Until Tuesday, April 30th, 2024

Online

4.00 Credits

Member Price: $129

Knowing just a little about the Yellow Book can hurt you! It is important to have a thorough understanding of the standards. This course covers the Yellow Book financial auditing requirements and prepares you to excel in applying the standards. You will learn precisely what the Yellow Book does and does not require auditors to do. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced knowledge of the Yellow Book.

Surgent's Applying the Yellow Book to a Financial Statement Audit (Course Manual Download)

Available Until Tuesday, April 30th, 2024

Online

4.00 Credits

Member Price: $79

Knowing just a little about the Yellow Book can hurt you! It is important to have a thorough understanding of the standards. This course covers the Yellow Book financial auditing requirements and prepares you to excel in applying the standards. You will learn precisely what the Yellow Book does and does not require auditors to do. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced knowledge of the Yellow Book.

Surgent's Artificial Intelligence for Accounting and Finance Professionals

Available Until Tuesday, April 30th, 2024

Online

2.00 Credits

Member Price: $89

Accounting and finance professionals have used different forms of automation over the years to improve the efficiency and accuracy of their work. So far, technology has not been able to replace the knowledge, experience, and decision-making of seasoned professionals. Times are rapidly changing. Today, systems easily exceed humans in accuracy and consistency. Artificial intelligence (AI) brings opportunities for accountants and finance professionals in the short term to improve efficiency and accuracy, while providing more value for businesses and customers alike. In the long term, AI will offer profound changes to how professionals work and process data. This course is designed to review where we are and where we are headed in the world of AI.

Surgent's Audit Documentation Requirements

Available Until Tuesday, April 30th, 2024

Online

2.00 Credits

Member Price: $89

Audit documentation provides evidence that the audit was planned and performed in accordance with generally accepted auditing standards (GAAS) as well as applicable legal and regulatory requirements. It also serves a number of other purposes such as assisting the engagement team to plan and perform the audit, assisting members of the engagement team responsible for supervision to direct and supervise the audit work and to discharge their review responsibilities. Audit documentation enables the engagement team to demonstrate that it is accountable for its work by documenting the procedures performed, the audit evidence examined, and the conclusions reached. As noted in the auditor's opinion "The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Audit documentation also supports the judgments of the auditor should a lawsuit arise where the auditor is called on to support that professional standards were followed. (Please Note: This module is part of Surgent's Audit Skills Training: Level 1.)