Professional Development and Event Catalog
The Best Federal Tax Update Course by Surgent
Thursday, June 24th 10:00am - 6:00pm
Online
8.00 Credits
The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of §529 plans and 401(k) retirement plans for part-time workers The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs The CARES Act changes to §163(j), §461(I), and NOL rules Bonus depreciation rules and expansion of §179 Expansion of number of taxpayers able to use the cash method of accounting Is the "Employee vs Independent Contractor" conundrum about to explode? Comprehensive coverage of §199A and its alteration of pass-through taxation and planning Crypto currency Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas The latest issues related to any other late-breaking tax law changes Instructor Name: Bob Lickwar, CPA
Why Adding Compliance Training Can Benefit Your Practice
Thursday, June 24th 5:00pm - 7:00pm
Online
2.00 Credits
The major topics that will be covered in this class include:Why compliance training?Risk exposure and fraudHow government investigations beginSigns of government investigationsWhat if government investigators call?Strengthening compliance programsInstructor Name: Michael Santos
Adobe Acrobat - Increase Your Productivity With PDF Files
Friday, June 25th 9:00am - 1:00pm
Online
4.00 Credits
The major topics that will be covered in this class include:Navigating Adobe Acrobat DCCreating PDF files from other applicationsOrganize PDF files and pages within a PDFUsing the annotation tools to review and markup PDF filesPreparing your PDF for printingCreating links to pages, files and websitesSecuring your PDF filesSearching PDF filesCreating fillable formsAdobe Acrobat integration with Office 365Instructor Name: John H. Higgins, CPA.CITP
American Rescue Plan Act 2021
Friday, June 25th 12:30pm - 2:30pm
Online
2.00 Credits
The major topics that will be covered in this class include:Individual provisions including: Recovery rebatesContinuation of COBRA coverageExpanded child tax creditExpanded earned income creditExpanded child and dependent care creditExpanded family and sick leave creditsMiscellaneous other individual taxpayer provisionsBusiness provisions including:Employee retention credit changesPPP loan expansion for non-profitsExpanded economic disaster injury loan grants (EIDL)Expanded restaurant industry grantsTaxability and deductibility of SBA grantsMiscellaneous other business tax provisions.Instructor Name: Steven C. Dilley, CPA, JD, PhD
CFO Series: Controlling Management Continuity Risk
Friday, June 25th 11:00am - 1:00pm
Online
2.00 Credits
Topics covered in this class include answering these valuable questions:The goal of every audit is to uncover risk, but do they? What can be done to better identify management continuity risk? How do you change your evaluations to enhance long-term performance?Does every Audit truly analyze all risks, specifically, management continuity risks?Employment in our profession today is not what it was ten years agoWhat happens when you treat young accountants the way you were treated?Why do our best employees leave? How to identify your flight risks? How to identify the talent needed for the future? What skills do we need to embrace and train for?What is "Sustainable Talent Management" and how can it help?How can we ensure that our organization's success will continue?What are the steps to leave a positive legacy and support the next leaders?Instructor Name: Don Minges, MBA
Critical Thinking for Financial Professionals
Friday, June 25th 10:00am - 11:00am
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
Excel - Two Must Know Features: Defined Names & Tables
Friday, June 25th 3:30pm - 5:30pm
Online
2.00 Credits
The major topics that will be covered in this class include:Using Defined Names in formula creationLearning how Defined Names can lead to more accurate spreadsheetsStructured calculations in Excel TablesInstructor Name: Bryan L. Smith, CPA.CITP, CISA
Financial Reporting Implications of the COVID-19 Pandemic (Afternoon Session)
Friday, June 25th 12:45pm - 4:30pm
Online
4.00 Credits
Impairment accounting model for long-lived assets, including PP&E and goodwill Accounting for inventory and accounts receivable reserves Accounting for debt restructurings, including troubled debt restructurings, rent holidays, and other revisions to debt agreements Going concern evaluation and required disclosures Other financial statement presentation and disclosure issues
Fraud & Embezzlement: Case Studies from the Trenches
Friday, June 25th 2:00pm - 4:00pm
Online
2.00 Credits
The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.Instructor Name: Allison M. McLeod, LL.M., CPA
Going Concern Accounting and Reporting Considerations in the COVID-19 Environment (Morning Session II)
Friday, June 25th 10:35am - 12:15pm
Online
2.00 Credits
Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty
Google Forms for Accountants
Friday, June 25th 4:30pm - 6:30pm
Online
2.00 Credits
How to create a basic form or quizKey settings and optionsSending out a form or quizAnalyzing and grading responsesUsing the tool's baked-in artificial intelligence to generate automatic insightsHow to use the technology to transform and automate routine business processesLeading case studies and success stories using Google FormsGoogle Forms starter strategy for accountantsInstructor Name: Garrett Wasny, MA, CMC, CITP/FIBP
Influencers: What They Really Want and How to Get Unstuck
Friday, June 25th 1:00pm - 2:00pm
Online
1.00 Credits
The major topics that will be covered in this class include:Identifying the different types of stakeholdersHow to assess the influencing power of each stakeholderWhat is most important to stakeholdersCategorize stakeholders by how you will manage themPractical tools to proactively manage stakeholdersInfluencing types, the one that is most successful and how to build skills to master itHow to build trust with stakeholdersThe types of resistance and how to overcome them proactivelyWhat gets you stuck and how to get unstuckInstructor Name: Tammy Daugherty
Intermediate Individual Taxation
Friday, June 25th 10:30am - 6:30pm
Online
8.00 Credits
Fringe benefits Retirement plan distributions Hobby losses Home Offices Depreciation and amortization Tax CreditsInstructor Name: William Harden
Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (Morning Session I)
Friday, June 25th 8:45am - 10:25am
Online
2.00 Credits
Outcomes of the recent FASB and IASB Joint Project related to Leases Differentiating between accounting and reporting requirements for operating and finance leases Evaluating possible material misstatement related to lease recognition, measurement, presentation and disclosure
Lessons in Leadership: Confessions of a Mompreneur
Friday, June 25th 9:00am - 10:00am
Online
1.00 Credits
The major topics that will be covered in this class include:The three promises to live and work by.How accountability in action speaks volumes.The three choices we all have in any given situation.Leading through learning, listening and leveraging.Instructor Name: Sherre L. DeMao, CGS
Power BI - Analyze Your Data With Excel Pivot Tables
Friday, June 25th 11:00am - 3:00pm
Online
4.00 Credits
*The advantages of PivotTable for Data Analysis *Step-by-Step PivotTable creation *Creating PivotChartsInstructor Name: Bryan Smith
Power BI - OLAP Formulas & More Time Intelligent Functions
Friday, June 25th 1:30pm - 3:30pm
Online
2.00 Credits
The major topics that will be covered in this class include:OLAP functions to create custom calculations on an Excel worksheetMeasures that help determine the date of your refreshed dataAdvanced time intelligent functions to create date-based measuresInstructor Name: Bryan L. Smith, CPA.CITP, CISA
Public Charity Qualification Under the Public Support Tests
Friday, June 25th 11:30am - 2:00pm
Online
2.50 Credits
The major topics that will be covered in this class include:Intro to the two public support tests (PSTs), including the various common misconceptions about each test's applicationReview of each test, focusing first on the relative ease of PST #1 (that calculated on Schedule A, Part II) which employs a bifurcated test (i.e., an automatic %-age versus a 'facts and circumstance' %-age "in"); thereafter, emphasizing the demands and challenges of PST #2 (calculated on Schedule A, Part III) with its restrictive parameters and dual tests each of which must be passed to be "in"Practical tips (and materials on same) translating revenue presentation from the Core Form 990 at Part VIII to the line inputs for both PSTs via Schedule A's Parts II and IIIDiscussion of how to assist organizations who are in danger of flunking one or both PSTsAnalyzing anomalies: explanation of both what comprises an unusual grant and when a filer's PST 1 "facts and circumstances test" argument ages outInstructor Name: Eve R. Borenstein, J.D.
QuickBooks at Tax Time - Compliance and Client Onboarding
Friday, June 25th 9:30am - 11:30am
Online
2.00 Credits
The major topics that will be covered in this class include: 1. How to spot common mistakes in your client's QuickBooks and how to fix them.Beginning Balances - Understand how to correctly enter the beginning balances for a new data fileCash Position/Bank Reconciliations - Learn about balance sheet accounts that need to be reconciled in the data file including tips and trips for non-bank accounts. Undeposited Funds and Receiving Payments - Learn about the function of Undeposited Funds and how QuickBooks will report payments that are and are not applied to invoices. Inventory - Understand the basics of how inventory is handled properly, the reports to pull for various informational purposes, and how to make inventory adjustments. Accounts Receivable and Accounts Payable - Learn how to manage the negative A/R and A/P as well as how to fix a cash basis balance sheet that has A/R and A/P reported. Credit Cards - Learn the importance of setting up credit cards, bank feeds, and setting up rules for easier data entry. Sales Tax - Learn the basics about Sales Tax in QuickBooks, how to make adjustments, and how to verify that the sales tax return is filed correctly. Payroll Tax - Understand how to set up payroll tax liability payments and how to ensure timely quarterly reporting when using a DIY QuickBooks solution2. The 1099 Tracking System - Learn best practices for tracking 1099s all year long to ensure a smooth January filing season. 3. Key Practice Workflow Tips you can incorporate into your firm so your client onboarding during tax time is a breeze. Learn how to create standard onboarding procedures for new clients in order to keep your firm moving along including the use of technology, standard procedures, data management, and workflow.Instructor Name: Dawn W. Brolin, CPA, CFE
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
Friday, June 25th 9:00am - 5:00pm
Online
8.00 Credits
Annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc. Best practices for engagement planning, internal controls, risk assessment, and detailed testing How to avoid common mistakes made while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues The new audit standard for employee benefit plans Instructor Name: Melissa Critcher, CPA, PC