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 medium. Click on the tabs to find the perfect program! Prefer a PDF?  Download the Spring/Summer Professional Development Catalog. 

Showing 72 Seminars & Conferences Results

Guide and Update to Compilations, Reviews, and Preparations

Monday, November 14th, 9:00am - 12:30pm

Online

4.00 Credits

Specifically designed for compilation, preparation, and review practitioners and their staff, this course will provide you with an overview, update, and hands-on application for performing compilation, preparation, and review engagements. You will learn the ins and outs of SSARS No. 21, Clarification and Recodification as well as other recent releases from the AICPA that impact SSARS engagements. Lastly, the course will perform a detailed review of the key provisions of the recently issued SSARS No. 25, which is effective for 2021 engagements. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.

Annual Update for Accountants and Auditors

Tuesday, November 15th, 8:30am - 4:30pm

Online

8.00 Credits

Keep abreast of the fast-paced changes in accounting and auditing. This comprehensive course covers relevant pronouncements, exposure drafts, and other guidance recently issued in the accounting, auditing, review, compilation, and preparation engagement arenas. Let us sort through the complexities and help you identify and apply recently issued FASB, PCAOB, ARSC, and ASB standards and guidance. With the rate of change in today's regulatory environment, you must stay current on the topics impacting the profession - don't get left behind!

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent

Tuesday, November 15th, 9:00am - 4:30pm

Online

8.00 Credits

This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.

Revenue Recognition: Mastering the New FASB Requirements

Wednesday, November 16th, 8:45am - 4:30pm

Online

8.00 Credits

The effective date of FASB ASC 606, Revenue from Contracts with Customers, is upon us! If you're looking to master this new major standard, look no further. This course examines details of the five core principles to provide you with an in depth understanding: Go beyond the basics of step one, "Identify the contract with a customer" -explore collectibility, reassessment criteria and enforceable rights! Move past the fundamentals of step two, "Identify the performance obligations in the contract" - learn about distinct goods or services and combining contracts! Step ahead in step three, "Determine the transaction price" - examine refund liabilities, variable consideration, and accounting policy elections! Rise above the basics of step four, "Allocate the transaction price to the performance obligations in the contract" - learn about stand-alone selling prices, allocation of a discount and changes in the transaction price! Go all in with step five, "Recognize revenue when (or as) the entity satisfies a performance obligation" - determine whether to recognize revenue at a point in time or over time, and how to measure progress toward completion using the input or output method. There's more! This course also covers special considerations, such as warranties, licensing, acting as a principal versus an agent, incremental costs of obtaining a contract with a customer (FASB ASC 340-40, Other Assets and Deferred Costs- Contracts with Customers) and the extensive disclosure requirements along with a useful summary table. Supported by practical examples, this course includes the latest updates from FASB, industry-specific examples taken from the AICPA Audit and Accounting Guide Revenue Recognition and many disclosure illustrations.

The Best Individual Income Tax Update Course by Surgent

Wednesday, November 16th, 9:00am - 4:30pm

Online

8.00 Credits

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation.

Streamlined Tax Staff Training-Business

Thursday, November 17th, 8:45am - 4:30pm

Online

8.00 Credits

From books to tax returns-that's the mission. But, how do you get started? How can you identify and keep track of different reporting for different types of entities? How different is Form 1065 from Form 1120S? Those questions and many more will be answered in this information-packed program.

How Good Companies Become Great

Monday, November 21st, 8:30am - 4:30pm

Online

4.00 Credits

Some companies are "born" great; other change and become great along the way. This seminar will discuss how both new and established companies become great. This seminar benchmarks world class companies to understand the underlying principles that made them great. This seminar begins with key lessons about busniess start-ups from Paul Hawken, author of Growing a Business and Guy Kawasaki, author of Art of the Start and Enchantment.

Shorten Month End

Monday, November 21st, 12:00pm - 4:30pm

Online

4.00 Credits

Survey show that the average North American company completes its monthly financial statements closing in six days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper.

CFO - Finance Communications

Monday, November 28th, 8:30am - 4:30pm

Online

8.00 Credits

The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an complete entire year of CPE with a single decision. Each day consist of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presenation and an interactive, executive level colleague-to-colleague approach with case studies, group disussions, and team exercises.

Winning the Fraud Battle in the 21st Century: Prevention and Detection

Wednesday, November 30th, 9:00am - 4:30pm

Online

8.00 Credits

Our focus is to reduce the overall risk of fraud. To that end, this course focuses on what factors contribute to turning honest employees into fraudsters. Discussion will include integrity and ethics, as well as how people may react in certain situations. We will also touch upon what lurks in the darknet along with cryptocurrency fraud.

Nonprofit Industry Update

Friday, December 2nd, 8:45am - 4:30pm

Online

8.00 Credits

This program provides a 2022 update of the issues at the forefront of industry to assist the auditor in assessing risk. It also includes updates to FASB guidance through March 2022, complete with disclosure examples. This course also includes Yellow Book and other new developments in compliance auditing. The US GAAP refresher portion of the program includes coverage of some significantly enhanced sections in the AICPA's nonprofit audit guide and nonprofit Technical Practice Aids.

Form 1040 Return Review Boot Camp for New and Experienced Reviewers

Friday, December 2nd, 9:00am - 4:30pm

Online

8.00 Credits

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.

Surgent's Federal Tax Camp

Tuesday, December 6th, 8:30am - 4:15pm

Rocky Hill

8.00 Credits

Tax practitioners have been hard-pressed to keep up with changes brought about by the FFCRA, CARES Act, CAA 2021, and ARPA. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law, with a view toward planning considerations. This course is continually updated to reflect enacted legislation.

Surgent's Federal Tax Camp - Online

Tuesday, December 6th, 8:30am - 4:15pm

Online

8.00 Credits

Tax practitioners have been hard-pressed to keep up with changes brought about by the FFCRA, CARES Act, CAA 2021, and ARPA. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law, with a view toward planning considerations. This course is continually updated to reflect enacted legislation.

Estate and Life Planning Issues for the Middle-Income Client

Monday, December 12th, 9:00am - 4:30pm

Online

8.00 Credits

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services. Continually updated with the latest guidance.

Hottest Tax Topics for 2022

Tuesday, December 13th, 8:45am - 4:30pm

Online

8.00 Credits

Learn the hottest tax topics created by current tax legislation through this case oriented, highly interactive course. Recognize the latest tax legislation and IRS guidance affecting your individual and business clients, and how to effectively use this information to benefit your client base. Understand how key tax provisions of the SECURE Act, CARES Act, Consolidated Appropriations Act (CAA), and the American Rescue Plan affect business entities and individual taxpayers. Use your knowledge of the hottest tax topics coming out of tax reform and continuing IRS guidance to revise current tax plans and implement new tax saving strategies for new and existing clients.

Reviewing Individual Tax Returns: What Are You Missing?

Wednesday, December 14th, 8:45am - 12:15pm

Online

4.00 Credits

The sheer mass of Internal Revenue Code provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. These provisions combined with the potential for input error when utilizing the array of income tax software available, create the potential for a multitude of errors that can occur when preparing your client's tax return. Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. Sharpen your reviewing skills by examining case studies discussing issues for which additional information from the client may be warranted, and areas of tax law that require additional analysis and information.

The Complete Trust Workshop

Wednesday, December 14th, 9:00am - 4:30pm

Online

8.00 Credits

The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform. Clients will be eager to review their estate plans, as the SECURE Act eliminated the popular "stretch IRA" estate planning strategy.

Reviewing Partnership Tax Returns: What are you Missing?

Thursday, December 15th, 8:45am - 12:15pm

Online

4.00 Credits

The partnership section of the Internal Revenue Code is arguably one of the most difficult sections to comprehend. That complexity, and the reliability of tax software to properly handle it, can create many issues for you and your staff when processing you client's LLC and partnership tax returns. Join us as we discuss the common errors practitioners make on partnership tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including income, deductions, K-1 reporting, and more! This course follows a highly illustrative case study format to increase participant comprehension and retention.

Reviewing S Corporation Tax Returns: What are you Missing?

Thursday, December 15th, 12:45pm - 4:30pm

Online

4.00 Credits

The complexity of S corporation tax law creates a formidable challenge to the tax practitioner for accurate compliance and reporting of their client's S corporation activities. Join us as we discuss the common errors practitioners make on S corporation tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including income, deductions, K-1 reporting, and more! This course follows a highly illustrative case study format to increase participant comprehension and retention.