Tax - Level 1

The following courses have been hand-picked for new tax professionals. The Tax - Level 1 track will give new professionals the skills they need to both confidently prepare taxes and advise clients and hone basic business skills.

Form 990: Best Practices for Accurate Preparation

Jun 21st 8:45am - 4:30pm

Online

8.00 Credits

Form 990 filing requirements  Form 990 preparation sequencing and how to pull together necessary data  Keys to getting Form 990 preparation correct the first time  Addressing presence of related organizations  Identification of managers and measurements of their compensation  Form 990 versus books-and-records financial statement detail  Disclosures of governance inputs and Boards' employ of policies

CPA Super Search: A New Research Checklist System for Google

Jun 23rd 3:00pm - 5:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:CPA SuperSearch overviewPanopticalsInstitutionsSentimentAdvisoryInfluencersCredentialsFirmsAppsOutputsDomainRegulatorsOccupationsInstructor Name: Garrett Wasny, MA, CMC, CITP/FIBP

Financial Reporting Update for Tax Practitioners

Jun 29th 9:00am - 4:30pm

Online

8.00 Credits

ASC 740 considerations related to the CARES Act  Recent standard setting and consulting activities at the FASB  Proposed updates to income tax accounting and financial statement disclosures  Tax-basis financial statements  Recently issued Statements on Auditing Standards and other audit related hot topics  SSARS No. 21, Clarification and Recodification, and other recently issued and proposed SSARS

Surgent's Business Writing: Professional & Effective Emails

Jun 30th 10:00am - 12:00pm

Online

2.00 Credits

Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails Instructor Name: Margaret Uhrich

Surgent's Business Writing: Professional & Effective Emails

Jul 6th 1:00pm - 3:00pm

Online

2.00 Credits

Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails Instructor Name: Margaret Uhrich

CPA Super Search: A New Research Checklist System for Google

Jul 27th 11:30am - 1:30pm

Online

2.00 Credits

The major topics that will be covered in this class include:CPA SuperSearch overviewPanopticalsInstitutionsSentimentAdvisoryInfluencersCredentialsFirmsAppsOutputsDomainRegulatorsOccupationsInstructor Name: Garrett Wasny, MA, CMC, CITP/FIBP

Surgent's Business Writing: Professional & Effective Emails

Aug 4th 1:00pm - 3:00pm

Online

2.00 Credits

Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails Instructor Name: Margaret Uhrich

CPA Super Search: A New Research Checklist System for Google

Aug 24th 10:30am - 12:30pm

Online

2.00 Credits

The major topics that will be covered in this class include:CPA SuperSearch overviewPanopticalsInstitutionsSentimentAdvisoryInfluencersCredentialsFirmsAppsOutputsDomainRegulatorsOccupationsInstructor Name: Garrett Wasny, MA, CMC, CITP/FIBP

Surgent's Business Writing: Professional & Effective Emails

Sep 15th 1:00pm - 3:00pm

Online

2.00 Credits

Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails Instructor Name: Margaret Uhrich

CPA Super Search: A New Research Checklist System for Google

Sep 27th 10:30am - 12:30pm

Online

2.00 Credits

The major topics that will be covered in this class include:CPA SuperSearch overviewPanopticalsInstitutionsSentimentAdvisoryInfluencersCredentialsFirmsAppsOutputsDomainRegulatorsOccupationsInstructor Name: Garrett Wasny, MA, CMC, CITP/FIBP

CPA Super Search: A New Research Checklist System for Google

Oct 26th 11:30am - 1:30pm

Online

2.00 Credits

The major topics that will be covered in this class include:CPA SuperSearch overviewPanopticalsInstitutionsSentimentAdvisoryInfluencersCredentialsFirmsAppsOutputsDomainRegulatorsOccupationsInstructor Name: Garrett Wasny, MA, CMC, CITP/FIBP

Surgent's Business Writing: Professional & Effective Emails

Oct 28th 10:00am - 12:00pm

Online

2.00 Credits

Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails Instructor Name: Margaret Uhrich

Surgent's Business Writing: Professional & Effective Emails

Nov 18th 10:00am - 12:00pm

Online

2.00 Credits

Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails Instructor Name: Margaret Uhrich

Surgent's Federal Tax Camp

Dec 6th 9:00am - 5:00pm

Rocky Hill

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 taxpayers able to use the cash method of accounting Comprehensive coverage of 199A and its alteration of pass-through taxation and planning Is the "Employee vs Independent Contractor" conundrum about to explode? 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

Preparing Individual Tax Returns for New Staff and Para-Professionals

Jan 13th 9:00am - 4:30pm

Online

8.00 Credits

Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of 199A qualified business income, its calculation, limitations, and examples Form 8867 Protecting practitioners Dividends and interest - Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. Security transactions - From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues Self-employed person issues Schedule C deductions including depreciation Sale and exchange of property Understanding Form 4797 and depreciation recapture; capital gains A working understanding of passive losses How to handle rental property and how the passive loss rules flow to the tax forms Itemized deductions A thorough understanding of what's deductible and what's not Interest deductions  Limitations and timing problems Retirement contributions and education credits and deductions Tax computations - The Kiddie Tax, AMT, regular tax, tax credits Individual problems illustrated by form preparation for various items, with numerous "practice tips" Impact of recent legislation and forms changes on the 1040