Professional Development and Event Catalog
Larry Stein's 2021 Guide For "S" Corporations - Going Beyond the Basics
Tuesday, June 22nd 8:45am - 4:30pm
Online
8.00 Credits
Part One "S" Corporations - Tax Planning and Compliance (200 Minutes) "S" shareholder stock and basis "S" Corporation reasonable compensation "S" Corporation distributions - IRS audit focus issues "S" Corporation Sch. K-1 Other income tax issues Part Two "S" Corporations - Tax and Estate Planning (200 Minutes) "S" Corporation trusts "S" eligible shareholders "S" reorganization issues Passive investment income developments Using "S" Corporations and LLCs together
Linking Risk Management to Strategy
Tuesday, June 22nd 3:00pm - 5:00pm
Online
2.00 Credits
Instructor Name: Bruce Shepard
Power BI - Introduction to MS Power BI Tools
Tuesday, June 22nd 11:00am - 1:00pm
Online
2.00 Credits
*The challenge of using Excel for Data Analysis *An overview of the various Power BI Tools *An overview of when and why to use each Power BI Tool *A tour of each tools interfaceInstructor Name: Bryan Smith
Power BI - Prepare Your Data Efficiently for Excel Analysis
Tuesday, June 22nd 2:00pm - 4:00pm
Online
2.00 Credits
*Getting data into the correct structure *Data sources that you can access *Working with multiple tables and data sources *Steps to import data for analysis *Introduction to Power Query and Get and TransformInstructor Name: Bryan Smith
Power BI - Use Advanced Calculations with DAX Formulas
Tuesday, June 22nd 9:00am - 1:00pm
Online
4.00 Credits
The major topics that will be covered in this class include:Review Power Pivot calculations (column calculations vs. measures)Create advanced DAX formulasUsing a Date / Calendar table for data analysisThe DAX calculation processThis course is #7 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series SequenceInstructor Name: Bryan L. Smith, CPA.CITP, CISA
PowerPoint Advanced - Take Presentations From Good to Great
Tuesday, June 22nd 2:00pm - 4:00pm
Online
2.00 Credits
The major subjects that will be covered in this course include:Using slide transitions and animationCustomizing the slide layout, handout and notes mastersDesigning your own themeInserting Excel charts and dataIntegrating audio and video files into your presentationUseful add-on tools and reference materialsInstructor Name: John H. Higgins, CPA.CITP
Resolving Back Tax Debts
Tuesday, June 22nd 11:00am - 1:00pm
Online
2.00 Credits
The major topics that will be covered in this class include:The collection alternatives to resolve a back tax debtInstallment agreementsUncollectible statusOffers-in-compromiseBankruptcyInstructor Name: Eric L. Green, Esq
Revenue Recognition Implementation and COVID-19 Challenges
Tuesday, June 22nd 6:00pm - 8:00pm
Online
2.00 Credits
The major topics that will be covered in this class include:Implementation of the 5 step model outlined in ASC 606 as well as the latest FASB activity Revenue recognition issues related to the impact of collectability, variable consideration such as refunds, rebates, and contract modifications, significant financing, and onerous contracts. The impact of COVID-19 disruption on each step of the 5-step processSample financial statement presentation and disclosuresInstructor Name: Allison M. Henry, CPA, CGMA
Risk Assessment During the Recovery
Tuesday, June 22nd 1:00pm - 3:00pm
Online
2.00 Credits
Misconceptions leading to non-compliance with AU-C Sections 315 and 330 Understanding the entity and its environment, including internal control Assessing the risks of material misstatement Performing audit procedures in response to assessed risks New risks to consider as a result of the COVID-19 PandemicInstructor Name: Bob Dohrer,Carl Mayes
Risk Is Increasing - and Risk Management Is Evolving
Tuesday, June 22nd 10:00am - 11:00am
Online
1.00 Credits
Instructor Name: Bruce Shepard
Roles and responsibilities in Risk Management
Tuesday, June 22nd 2:00pm - 3:00pm
Online
1.00 Credits
Instructor Name: Bruce Shepard
Self-Rental Real Estate: How to Integrate the New Rules
Tuesday, June 22nd 3:00pm - 5:00pm
Online
2.00 Credits
The major topics covered in this class include:Definition of self-rental property, both Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping electionSeveral real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rulesInstructor Name: Steven C. Dilley, CPA, JD, PhD
Surgent's Annual Accounting and Auditing Update
Tuesday, June 22nd 11:30am - 7:30pm
Online
8.00 Credits
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda Leases -- Topic 842 Financial accounting and reporting considerations related to Going Concern Recently issued SASs and other AICPA activity SSARS No. 21, Clarification and Recodification and other recently issued SSARS Peer review and other audit quality issues Other important A&A practice matters Instructor Name: Richard Daisley, CPA
Surgent's Annual Update for Defined Contribution Plans
Tuesday, June 22nd 1:00pm - 3:00pm
Online
2.00 Credits
Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study Instructor Name: Melissa Critcher, CPA, PC
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
Tuesday, June 22nd 10:00am - 12:00pm
Online
2.00 Credits
What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options Instructor Name: Jason Cornell
Surgent's Ethics for Tax Professionals
Tuesday, June 22nd 10:00am - 12:00pm
Online
2.00 Credits
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records? Instructor Name: Mike Tucker, Ph.D., LL.M., J.D., CPA
Surgent's Key Current Financial and Economic Issues Facing the Financial Executive
Tuesday, June 22nd 9:00am - 5:00pm
Online
8.00 Credits
Taking a strategic perspective relative to risk management and crisis management Analyzing the impact of current trends in human resources practices in the coming decade on an organization Analyzing the impact of the credit markets on your banking relationships and the financial needs of the organization and the organization’s ability to raise capital Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction Managing the debt and equity mix for your organization in a rapidly changing economic landscape Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning Evaluating retirement programs with Social Security funding for your employees Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment Influencing growth through acquisition of distressed organizations The economic way ahead for the CFO/Controller in 2020 and beyond Instructor Name: Frank Ryan, CPA
Surgent's What CPAs Should Know About Trust Instruments
Tuesday, June 22nd 1:00pm - 3:00pm
Online
2.00 Credits
Legal definitions & principals involving estates & trusts Basic principles regarding property ownership Types of trusts commonly used Trust accounting fundamentals Certain clauses that are important to understand Formula valuation clauses Requirements for a trust to be a qualified designated beneficiary of an IRA Using IRD to fund charitable bequests Instructor Name: Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Surviving and Pivoting to the Next Normal
Tuesday, June 22nd 11:30am - 1:30pm
Online
2.00 Credits
The major topics that will be covered in this course include:Financial survivalBusiness assessmentInnovating your business modelInstructor Name: Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS
The Best Individual Income Tax Update Course by Surgent
Tuesday, June 22nd 10:00am - 6:00pm
Online
8.00 Credits
The SECURE Act, including IRA and RMD changes The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs Treatment of state and local taxes Virtual currency Opportunity Zones Education-related provisions Depreciation changes Rules on entertainment expenses, including meals Doubling of estate and gift tax exemption for a married couple Comprehensive coverage of tax reform, §199A and its alteration of pass-through taxation and planning Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more The latest issues related to any other late-breaking tax law changes Instructor Name: Bob Lickwar, CPA