Professional Development and Event Catalog

Description:In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages.

Description:Non-fungible Tokens (NFTs), unique, identifiable digital assets based on blockchain technologies, have become a fast-growing industry. This course will provide a background on how NFTs came into the mainstream marketplace. These materials will assist the practitioner to understand the tax implications of the creation, purchase and sale of these assets.

Description: The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Management Techniques provides best practices for various areas that support this culture of discipline, including time, team, and project management. Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner.

Description:This course will identify the factors in the choice of entity decision while considering the impact of various recent tax act provisions.

Description:Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners.

Description:Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types.

Description:Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types.

Description:Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization.

Description: Unlock the secrets to understanding a company's financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance. -Vertical Analysis: Learn how to express each line item of financial statements as a percentage, making it easier to compare companies of different sizes and identify key trends. -Horizontal Analysis: Discover how to compare financial information over multiple periods to spot significant changes and trends, providing a clearer picture of a company's growth and performance. -Ratio Analysis: Dive into calculating and interpreting financial ratios to assess profitability, liquidity, and solvency. Understand how these ratios reveal the effectiveness of management and the potential of the business. This seminar goes beyond just teaching terms and formulas. We will apply these analytical tools to real-world financial data, demonstrating how to derive meaningful insights and make informed decisions. Join us to enhance your financial analysis skills and gain a competitive edge in evaluating business performance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Description:This course will allow you to get reacquainted with the statement of cash flows. We will refresher your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements.

Description: This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing nonaudit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling and single audit reporting.

Description:Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course.

Description:Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course.

The Connecticut State Board of Accountancy requires the completion and passage (90% or better) of "Professional Ethics: The AICPA's Comprehensive Course" for certification. $ave more than 10% off the AICPA's retail price when you purchase through CTCPA! Ethical Accounting is a MUSTUnderstanding and applying ethical principles and independence requirements is every accounting and finance professional’s responsibility. You'll learn the fundamentals of ethical accounting to help you adhere to professional ethics standards. Essential ethics topics include: Viewing and analyzing ethical matters Adhering to the AICPA Code of Professional Conduct Applying the code’s conceptual framework Evaluating conflicts of interest and maintaining confidentiality Maintaining Your IndependenceIndependence rules play a key role in professional ethics as well. Vital topics you'll explore are:  The AICPA independence rules Independence rules regarding personal financial interests, loans, employment, and business relationships that relate to you and your immediate family Independence rules from regulators, including the SEC and PCAOB Other Ethics ConsiderationsMore topics in professional ethics you'll cover include: Rules that apply to government auditors and audits of employee benefit plans, federally funded charitable organizations, financial institutions, and insurance Rule interpretations related to gifts and entertainment Ethics rules related to professional tax services  Real-World ScenariosCase studies and realistic examples will enhance your comprehension and enable you to practice what you've learned.  Please note:  This product is frequently updated and therefore expires one year from date of purchase.

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Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format - plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking tax updates and specialized courses. Order now and you'll receive access instructions via email, so you'll be able to start using your package today. Package includes 12 months of access to: More than 10,000 credits to choose from 8,500+ live webinars 1,000+ self-study PDF courses 1,3000+ on-demand webcasts Surgent's exclusive premium courses Pricing: As a member, you pay just $625 - almost 30% off Surgent's retail price! Why Choose the Unlimited Plus Package? Get the best value CPE package on the market.  For one low price, enjoy 12 months of access to every Surgent CPE course in every online foramat - plus unlimited CPE credits!  This is the only package that includes premium courses, such as our late-breaking updates, specialized courses, and our Weekly Expert Hour. Order now and you'll receive access instructions via email from info@surgent.com. You'll be able to start registering for live webinars and accessing self-study courses right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase. What is included in the package? Show all - All CPE coursesWebinars -  All webinars Self-Study – All self-study  

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Surgent's Unlimited Self-Study Package includes every PDF download course in Surgent’s catalog – more than 250 courses, each from 2-16 credits. As a member, you pay just $380 – 29% off Surgent’s retail price!  Get 12 months of access to the most practical guidance and analysis in the industry in the form of downloadable PDFs.  With more than 250 courses, including ethics, accompanied by reference materials, you can learn anytime, anywhere at a pace that works for you. And when you're ready, take the test with instant results and immediate certificate delivery.  Order today and immediately start downloading the course materials you need for the next 12 months. Package includes annual access to: 1,000+ credits 250+ PDF courses Downloadable course materials and suplements CPE certificate delivery within 24 hours What’s included? Click here to view the current course list: Surgent's Unlimited Self-Study Package

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Surgent's 2026 Unlimited Webinar Package gets you unlimited access to our webinar catalog . With 40+ webinars offered every week, including weekends, airing at a variety of convenient times throughout the day and evening, you’ll never have to worry about our webinars fitting into your schedule. And with the most modern webinar platform in the industry and interactive courses with renowned expert discussion leaders, you’ll get the guidance and analysis you need with an unmatched customer experience. As a member, you pay just $520 – 30% off Surgent’s retail price!Why Choose the Unlimited Webinar Package?  Includes 12 months of access to: 8,000+ CPE credits 2,100+ live webinars Interactive Q&A with renowned subject matter experts Downloadable course material and supplements Certificate delivery within 24 hours Get unlimited access.  Enjoy 12 month of access, available one year from the date of purchase.  Includes 1-, 2-, 3-, 4-, and 8-hour options in all the topics CPAs need.  Choose from daily options at many convenient times, including evenings, lunch hours, and Saturdays.  You'll earn live CPE credit without exams (certificates delivered within 24 hours). All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching.) Technical support and interactive Q&A are available throughout all webinars. Order a package now and you'll receive instructions via email from info@surgent.com. You'll be able to start registering for live webinars right away. What’s included? Click here to view the current course list: Current course list= Note: This package does not include premium webinars. 

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