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Professional Development and Event Catalog

Showing 231 On-Demand & Certificates Results

Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms

Available Until Wednesday, Apr 30, 2025

Radnor

8.00 Credits

Member Price: $199

The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as a quick and practical reference guide for tax treatment and tax preparation guidelines. Within each chapter, we illustrate various parts and areas of interest when preparing a 1065, including examples and corresponding tax forms. We bring it all together in the final two chapters with a comprehensive example that integrates and links all previous chapters. The course and instruction delivery are geared toward a basic understanding and progress to more complex issues via Surgent's "Step-by-Step" preparation guide.

Surgent's Form 1120-S Boot Camp: Step-by-Step Preparation With Completed Forms

Available Until Wednesday, Apr 30, 2025

Radnor

8.00 Credits

Member Price: $159

The objective of this course is to train new, rusty, or returning-to-practice staff to prepare complicated federal subchapter S corporation tax returns. The course utilizes a chapter-by-chapter, hands-on approach. As more details are discussed in each chapter, participants are provided with the information needed to prepare an intricate Form 1120-S. The course and instruction delivery are geared toward basic understanding and systematically address more complex issues via Surgent's step-by-step preparation guide. The boot camp will help staff understand the connections between a trial balance and a completed S corporation return. The completed Form 1120-S is provided in the case solutions.

Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers

Available Until Wednesday, Apr 30, 2025

Radnor

8.00 Credits

Member Price: $159

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 S corporation and partnership 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 Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers

Available Until Wednesday, Apr 30, 2025

Radnor

8.00 Credits

Member Price: $199

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 S corporation and partnership 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 Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities

Available Until Wednesday, Apr 30, 2025

Radnor

4.00 Credits

Member Price: $79

Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.

Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities

Available Until Wednesday, Apr 30, 2025

Radnor

4.00 Credits

Member Price: $129

Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.

Surgent's Fundamentals of Public Charity Taxation and Form 990

Available Until Wednesday, Apr 30, 2025

Radnor

4.00 Credits

Member Price: $129

If you work for or with not-for-profit entities and have questions about the IRS Form 990, Return of Organization Exempt From Income Tax, and the related schedules, this is the course for you! The program focuses on common issues that professionals will likely encounter when they prepare the Form 990 and additional tax rules applicable to not-for-profits.

Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know

Available Until Wednesday, Apr 30, 2025

Radnor

4.00 Credits

Member Price: $79

Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.

Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know

Available Until Wednesday, Apr 30, 2025

Radnor

4.00 Credits

Member Price: $129

Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.

Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes

Available Until Wednesday, Apr 30, 2025

Radnor

2.00 Credits

Member Price: $89

Getting ready for busy season involves not only knowing the tax rules for 2023, but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2023 tax returns. This course provides tax return preparer attendees with an up-to-date review of important new tax forms, key tax developments, and tax law changes as they are reflected in IRS forms for 2023 and IRS filing issues and deadlines as they relate to 2023.

Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis

Available Until Wednesday, Apr 30, 2025

Radnor

2.00 Credits

Member Price: $89

This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the new IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income.

Surgent's Guide to Payroll Taxes and 1099 Issues

Available Until Wednesday, Apr 30, 2025

Radnor

4.00 Credits

Member Price: $79

Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, they have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents an overview of employee versus independent contractor criteria, the federal payroll taxes form, Form 1099, and related compliance issues.

Surgent's Guide to Payroll Taxes and 1099 Issues

Available Until Wednesday, Apr 30, 2025

Radnor

4.00 Credits

Member Price: $129

Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, they have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents an overview of employee versus independent contractor criteria, the federal payroll taxes form, Form 1099, and related compliance issues.

Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203

Available Until Wednesday, Apr 30, 2025

Radnor

2.00 Credits

Member Price: $89

Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a pass-through entity from taking a loss from a pass-through entity and using it to offset other income. This program is extremely helpful for anyone with pass-through entity clients.

Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnershi

Available Until Wednesday, Apr 30, 2025

Radnor

8.00 Credits

Member Price: $159

The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.

Surgent's Hot IRS Tax Examination Issues for Individuals and Businesses

Available Until Wednesday, Apr 30, 2025

Radnor

8.00 Credits

Member Price: $159

Although the IRS continues to lose its audit workforce due to budget cuts, it continues to examine specific individuals and small business taxpayers. Now, more than ever, Accounting and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS has currently increased its audit coverage and is examining more taxpayers than in the recent past.

Surgent's How to Settle a Client's Estate

Available Until Wednesday, Apr 30, 2025

Radnor

10.00 Credits

Member Price: $189

Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. This course enables the accountant to cut through the jargon to understand the legal concepts, communicate a real-world explanation to clients, and serve, in some instances, as an advisor to them. After taking this course, practitioners will feel more confident to serve in a fiduciary capacity. Updated for developments relative to estate taxation.

Surgent's How to Settle an Estate - An Overview

Available Until Wednesday, Apr 30, 2025

Radnor

2.00 Credits

Member Price: $49

This course discusses the legal issues in probating and contesting a will, plus the practical issues involved when settling an estate - marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries. Inventory of estate assets is also discussed.

Surgent's IRS Tax Examinations and Hot Issues

Available Until Wednesday, Apr 30, 2025

Radnor

4.00 Credits

Member Price: $79

Due to IRS issue focused examinations, Accounting and Finance Professionals need to understand what types of returns are selected for examination and ways to help clients survive an IRS audit with little or no change. As a result of issue focused examinations, Accounting and Finance Professionals must understand what the high audit risk area issues are and what the IRS is focusing on when a return is examined. In addition, because tax-related identity theft is a common issue for many taxpayers, it is critical for Accounting and Finance Professionals to understand the procedures necessary to resolve this matter for their clients.

Surgent's IRS Tax Examinations and Hot Issues

Available Until Wednesday, Apr 30, 2025

Radnor

4.00 Credits

Member Price: $129

Due to IRS issue focused examinations, Accounting and Finance Professionals need to understand what types of returns are selected for examination and ways to help clients survive an IRS audit with little or no change. As a result of issue focused examinations, Accounting and Finance Professionals must understand what the high audit risk area issues are and what the IRS is focusing on when a return is examined. In addition, because tax-related identity theft is a common issue for many taxpayers, it is critical for Accounting and Finance Professionals to understand the procedures necessary to resolve this matter for their clients.