Tax - Level 2
The following courses have been hand-picked for junior staff looking to broaden their engagements and move up within the firm.
Class Pass
Available Until Mar 31st, 2023
Purchase your professional development program credits in advance (as either a 40-hour Class Pass or 80-hour Class Pass) and enjoy significant savings. This year's pass applies to seminars, conferences, webinars, and livestream programs now through March 31, 2023. Class Pass is also a great way to get your staff the training they need at a discounted price.
LinkedIn Profile Secrets for CPAs
May 13th 12:00pm - 2:00pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Networking that Works for Long-Term Success
May 18th 9:00am - 10:30am
Evergreen
1.50 Credits
What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel: Fundamentals, Data Entry and Basic Formulas
May 19th 4:00pm - 6:00pm
Evergreen
2.00 Credits
Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's 2022's Biggest Security and Privacy Concerns
May 19th 10:00am - 1:30pm
Online
4.00 Credits
Technology is a business-critical business capability in today's day and age. Any interruption to an organization's ability to use its information system poses a significant risk to its viability. Data breaches, cyber-attacks, and ransomware are examples of the most significant existential risks facing businesses today. There are threat actors worldwide that entirely focus on stealing organizational data, stealing economic resources, and disrupting commerce. They use complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. For example, publically reported data breaches now exceed 100k annually. These breaches resulted in releasing the personal information of millions of people worldwide, billions of dollars of compromised organizational assets, and putting countless people in harm's way. This course covers recent major security breaches, including Solarwinds, Ubiquity, Colonial Pipeline, Tecnimont SpA, Citrix, and LabCorp. It will discuss how these breaches occurred, why they occurred, and how organizations can prevent similar incidents from impacting them. Each case study examines a different form of security vulnerability and how to avoid it. The topics will include social engineering, auditing processes for IT Security systems, forensic accounting, password, two-factor authentication, and improvements for managerial oversight. Participants will gain real-world knowledge from the mistakes of other organizations and, from that experience, develop their own security best practices for their organizations.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
May 23rd 9:00am - 12:30pm
Online
4.00 Credits
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 Business Writing: Professional & Effective Emails
May 26th 1:00pm - 3:00pm
Online
2.00 Credits
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
Surgent's Time Management for Professionals
Jun 1st 1:00pm - 3:00pm
Online
2.00 Credits
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.
How to Settle a Client's Estate
Jun 2nd 9:00am - 4:30pm
Online
8.00 Credits
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 Skills to Develop Personal and Professional Networks
Jun 7th 10:00am - 12:00pm
Online
2.00 Credits
Creating a network is one of the most important things you can do to grow professionally. Yet despite its importance, creating an effective network is often not taught in undergraduate and graduate schools. The good news is that building a network is easier than it sounds. In fact, most professionals have some level of basic networking skills simply from helping someone find a job, attending an industry conference, or seeking professional connections through social media. Effective networking involves more than simply collecting contacts. Strong networks should be relevant to your career and consist of people you trust. Personal networks are just as important as professional networks and the two often overlap. In this course, we explore ways to establish and grow networks by examining proven strategies that have helped individuals meet their personal and professional goals.
Tax Planning for Small Businesses
Jun 13th 8:45am - 12:15pm
Online
4.00 Credits
This course identifies tax planning strategies for small business clients throughout the different life cycles of the business. We will use a case-study approach to explore opportunities for businesses and how the tax practitioner can continue to add value for their clients. Discussions will include traditional and new planning opportunities as a result of the latest tax legislation and IRS guidance.
Fiduciary Accounting and Tax Issues of Estates and Trusts
Jun 14th 9:00am - 4:30pm
Online
8.00 Credits
Fiduciary income tax is a complex blend of state accounting rates and the tax law of Subchapter J. Only by understanding this interaction can the practitioner acquire the skills and knowledge to provide income tax planning for an estate or trust and its beneficiaries, sure to be an important skill in practice in the new income tax environment.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
Jun 16th 8:30am - 4:15pm
Rocky Hill
8.00 Credits
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent - Online
Jun 16th 8:30am - 4:15pm
Online
8.00 Credits
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.
The Best Individual Income Tax Update Course by Surgent
Jun 17th 8:30am - 4:15pm
Rocky Hill
8.00 Credits
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation.
The Best Individual Income Tax Update Course by Surgent - Online
Jun 17th 8:30am - 4:15pm
Online
8.00 Credits
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation.
Networking that Works for Long-Term Success
Jun 20th 9:00am - 10:30am
Evergreen
1.50 Credits
What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Professional Ethics for Connecticut CPAs
Jun 22nd 8:30am - 12:05pm
Rocky Hill
4.00 Credits
The AICPA's Professional Ethics Executive Committee (PEEC) clarified, revised, and codified the AICPA Code of Professional Conduct in 2014 and has made many changes since then. In this program, the Code is used as a basis for discussing regulatory ethics. The program will address ethics rules applicable to CPAs in public practice, those in business, and others. Recent changes, interpretations, and non-authoritative guidance issued by PEEC will be discussed along with Connecticut Board of Accountancy laws and regulations. This course qualifies for the three-year Connecticut ethics requirement.
Professional Ethics for Connecticut CPAs - Online
Jun 22nd 8:30am - 12:05pm
Online
4.00 Credits
The AICPA's Professional Ethics Executive Committee (PEEC) clarified, revised, and codified the AICPA Code of Professional Conduct in 2014 and has made many changes since then. In this program, the Code is used as a basis for discussing regulatory ethics. The program will address ethics rules applicable to CPAs in public practice, those in business, and others. Recent changes, interpretations, and non-authoritative guidance issued by PEEC will be discussed along with Connecticut Board of Accountancy laws and regulations. This course qualifies for the three-year Connecticut ethics requirement.
Surgent's Public Speaking and Presentation Skills
Jun 23rd 2:00pm - 4:00pm
Online
2.00 Credits
Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups - big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread - speaking in front of others.
Excel: Fundamentals, Data Entry and Basic Formulas
Jun 25th 11:00am - 1:00pm
Evergreen
2.00 Credits
Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's Best Word, Outlook, and PowerPoint Features
Jun 27th 10:00am - 1:30pm
Online
4.00 Credits
Most professionals routinely use Word, Outlook, and PowerPoint, but many are self-taught and, as a result, have not been exposed to the best features of these three applications. Consequently, they often use "brute force," inefficient means when working in these three components of Microsoft Office. If that describes you, then make sure you carve time out of your schedule to participate in this four-hour session, because in it, you will learn how you can work much more efficiently when using these tools.
Surgent's Essential Depreciation and Expensing Update
Jun 27th 9:00am - 12:30pm
Online
4.00 Credits
The "permanent" changes within the Tax Cuts and Jobs Act may stand like a lion in the pathway of change, but Washington has a different definition of the word "permanent." Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of rules dealing with depreciation, amortization, and sale of property. With three major acts passed in less than 18 months (CARES Act, Tax Relief Act, and American Rescue Plan Act), this reference manual contains many examples and cases to illustrate the most important points of which CPAs need to be aware.
Surgent's Time Management for Professionals
Jun 27th 1:00pm - 3:00pm
Online
2.00 Credits
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
Jun 28th 9:00am - 4:30pm
Online
8.00 Credits
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation including the SECURE Act and CARES Act increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.
Surgent's Business Writing: Professional & Effective Emails
Jun 29th 10:00am - 12:00pm
Online
2.00 Credits
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
Surgent's Business Writing: Professional & Effective Emails
Jul 5th 1:00pm - 3:00pm
Online
2.00 Credits
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
LinkedIn Profile Secrets for CPAs
Jul 14th 11:00am - 1:00pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's Microsoft Office 365 - All the Things You Need to Know
Jul 18th 10:00am - 5:30pm
Online
8.00 Credits
Microsoft Office 365 continues to grow and evolve, yet most Office 365 are utilizing only a fraction of the tools available in their subscription. Powerful resources such as SharePoint Online and Skype for Business can change how your entire organization communicates and collaborates, while more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 means that your organization can take advantage of all these features in a highly secure environment. Isn't it time you learned how to move beyond the traditional Office 365 applications such as Excel, Word, and Outlook and unleash all the Office 365 has to offer? Join us in this fast-paced and highly interactive seminar where you will learn the things you need to know to be truly successful with Office 365.
Networking that Works for Long-Term Success
Jul 18th 10:30am - 12:00pm
Evergreen
1.50 Credits
What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel: Fundamentals, Data Entry and Basic Formulas
Jul 21st 4:00pm - 6:00pm
Evergreen
2.00 Credits
Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's Improving Productivity with Office 365 Cloud Applications
Jul 28th 2:00pm - 5:30pm
Online
4.00 Credits
With tools such as Data Models, Power Query, and Power Pivot, today's versions of Excel offer unparalleled opportunities to move beyond traditional reporting techniques. If you are interested in how to advance your reporting processes and minimize your dependence on formulas, then this is the one class you cannot afford to miss. In this session, you will learn about the importance of creating Data Models to facilitate your financial reporting processes and how you can use Power Pivot to assist in summarizing your data quickly and easily into compelling and interactive statements. You will also learn how to use Excel's Power Query feature to both link and transform data from external data sources - such as your accounting or ERP system - into Excel so that you use this data in your reports.
Surgent's Business Writing: Professional & Effective Emails
Aug 3rd 1:00pm - 3:00pm
Online
2.00 Credits
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Aug 8th 1:00pm - 4:30pm
Online
4.00 Credits
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.
LinkedIn Profile Secrets for CPAs
Aug 16th 9:30am - 11:30am
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Networking that Works for Long-Term Success
Aug 17th 9:00am - 10:30am
Evergreen
1.50 Credits
What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Time Management for Professionals
Aug 23rd 1:00pm - 3:00pm
Online
2.00 Credits
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.
Excel: Fundamentals, Data Entry and Basic Formulas
Aug 27th 9:00am - 11:00am
Evergreen
2.00 Credits
Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Form 1065 Boot Camp: Step- by-Step Preparation with Completed Forms
Aug 29th 9:00am - 5:00pm
Online
8.00 Credits
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 Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
Aug 31st 9:00am - 5:00pm
Online
8.00 Credits
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course provides new staff coverage of tax areas affecting all business entities, providing staff training which they may carry to other business entity returns. Such business tax topics include the sale of assets used in any trade or business (Form 4797), depreciation (Form 4562), deductible vs. non-deductible items, and the basics of uniform capitalization. The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a complicated federal corporate income tax return. It is a hands-on, practical course in filling out most tax forms, with extra emphasis on form changes due to new tax law.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Sep 2nd 1:00pm - 4:30pm
Online
4.00 Credits
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.
LinkedIn Profile Secrets for CPAs
Sep 13th 4:00pm - 6:00pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Business Writing: Professional & Effective Emails
Sep 14th 1:00pm - 3:00pm
Online
2.00 Credits
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
Networking that Works for Long-Term Success
Sep 19th 9:00am - 10:30am
Evergreen
1.50 Credits
What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
Sep 20th 9:00am - 5:00pm
Online
8.00 Credits
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course provides new staff coverage of tax areas affecting all business entities, providing staff training which they may carry to other business entity returns. Such business tax topics include the sale of assets used in any trade or business (Form 4797), depreciation (Form 4562), deductible vs. non-deductible items, and the basics of uniform capitalization. The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a complicated federal corporate income tax return. It is a hands-on, practical course in filling out most tax forms, with extra emphasis on form changes due to new tax law.
Excel: Fundamentals, Data Entry and Basic Formulas
Sep 22nd 11:30am - 1:30pm
Evergreen
2.00 Credits
Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Form 1065 Boot Camp: Step- by-Step Preparation with Completed Forms
Sep 23rd 9:00am - 5:00pm
Online
8.00 Credits
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 Public Speaking and Presentation Skills
Oct 3rd 1:00pm - 3:00pm
Online
2.00 Credits
Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups - big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread - speaking in front of others.
Networking that Works for Long-Term Success
Oct 11th 10:30am - 12:00pm
Evergreen
1.50 Credits
What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Form 1065 Boot Camp: Step- by-Step Preparation with Completed Forms
Oct 19th 9:00am - 5:00pm
Online
8.00 Credits
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.
Excel: Fundamentals, Data Entry and Basic Formulas
Oct 22nd 9:00am - 11:00am
Evergreen
2.00 Credits
Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
LinkedIn Profile Secrets for CPAs
Oct 25th 5:00pm - 7:00pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
Oct 26th 9:00am - 5:00pm
Online
8.00 Credits
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.
Surgent's Time Management for Professionals
Oct 26th 2:00pm - 4:00pm
Online
2.00 Credits
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.
Surgent's Business Writing: Professional & Effective Emails
Oct 27th 10:00am - 12:00pm
Online
2.00 Credits
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
Surgent's Form 1065 Boot Camp: Step- by-Step Preparation with Completed Forms
Nov 2nd 9:00am - 5:00pm
Online
8.00 Credits
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.
Tax Staff Training
Nov 2nd 8:45am - Nov 3rd 4:30pm
Online
16.00 Credits
Designed for the accountant with more than two seasons' tax experience who is ready to take more responsibility for providing and supervising tax services to clients, this program includes income taxation of estates and trusts, special rules affecting controlled groups, and transfers of partnership interests. Program participants will learn how to comply with professional standards, prepare written tax advice, represent clients before the IRS, and produce quality tax research using Code, Regulations, IRS Published Guidance, Committee Reports, and case law.
Surgent's Skills to Develop Personal and Professional Networks
Nov 3rd 2:00pm - 4:00pm
Online
2.00 Credits
Creating a network is one of the most important things you can do to grow professionally. Yet despite its importance, creating an effective network is often not taught in undergraduate and graduate schools. The good news is that building a network is easier than it sounds. In fact, most professionals have some level of basic networking skills simply from helping someone find a job, attending an industry conference, or seeking professional connections through social media. Effective networking involves more than simply collecting contacts. Strong networks should be relevant to your career and consist of people you trust. Personal networks are just as important as professional networks and the two often overlap. In this course, we explore ways to establish and grow networks by examining proven strategies that have helped individuals meet their personal and professional goals.
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
Nov 4th 9:00am - 5:00pm
Online
8.00 Credits
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.
Networking that Works for Long-Term Success
Nov 15th 9:00am - 10:30am
Evergreen
1.50 Credits
What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Nov 15th 1:00pm - 4:30pm
Online
4.00 Credits
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.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
Nov 15th 9:00am - 4:30pm
Online
8.00 Credits
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.
Surgent's Public Speaking and Presentation Skills
Nov 16th 2:00pm - 4:00pm
Online
2.00 Credits
Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups - big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread - speaking in front of others.
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
Nov 16th 9:00am - 5:00pm
Online
8.00 Credits
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.
The Best Individual Income Tax Update Course by Surgent
Nov 16th 9:00am - 4:30pm
Online
8.00 Credits
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation.
LinkedIn Profile Secrets for CPAs
Nov 17th 3:00pm - 5:00pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Streamlined Tax Staff Training-Business
Nov 17th 8:45am - 4:30pm
Online
8.00 Credits
From books to tax returns-that's the mission. But, how do you get started? How can you identify and keep track of different reporting for different types of entities? How different is Form 1065 from Form 1120S? Those questions and many more will be answered in this information-packed program.
Surgent's Business Writing: Professional & Effective Emails
Nov 17th 10:00am - 12:00pm
Online
2.00 Credits
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
Surgent's Time Management for Professionals
Nov 17th 10:00am - 12:00pm
Online
2.00 Credits
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.
Excel: Fundamentals, Data Entry and Basic Formulas
Nov 26th 9:00am - 11:00am
Evergreen
2.00 Credits
Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Business Writing: Professional & Effective Emails
Dec 2nd 10:00am - 12:00pm
Online
2.00 Credits
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
Surgent's Federal Tax Camp
Dec 6th 8:30am - 4:15pm
Rocky Hill
8.00 Credits
Tax practitioners have been hard-pressed to keep up with changes brought about by the FFCRA, CARES Act, CAA 2021, and ARPA. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law, with a view toward planning considerations. This course is continually updated to reflect enacted legislation.
Surgent's Federal Tax Camp - Online
Dec 6th 8:30am - 4:15pm
Online
8.00 Credits
Tax practitioners have been hard-pressed to keep up with changes brought about by the FFCRA, CARES Act, CAA 2021, and ARPA. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law, with a view toward planning considerations. This course is continually updated to reflect enacted legislation.
Surgent's Time Management for Professionals
Dec 6th 1:00pm - 3:00pm
Online
2.00 Credits
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
Dec 7th 9:00am - 5:00pm
Online
8.00 Credits
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course provides new staff coverage of tax areas affecting all business entities, providing staff training which they may carry to other business entity returns. Such business tax topics include the sale of assets used in any trade or business (Form 4797), depreciation (Form 4562), deductible vs. non-deductible items, and the basics of uniform capitalization. The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a complicated federal corporate income tax return. It is a hands-on, practical course in filling out most tax forms, with extra emphasis on form changes due to new tax law.
Surgent's Form 1065 Boot Camp: Step- by-Step Preparation with Completed Forms
Dec 8th 9:00am - 5:00pm
Online
8.00 Credits
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 Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
Dec 8th 9:00am - 5:00pm
Online
8.00 Credits
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.
Estate and Life Planning Issues for the Middle-Income Client
Dec 12th 9:00am - 4:30pm
Online
8.00 Credits
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services. Continually updated with the latest guidance.
Surgent's Public Speaking and Presentation Skills
Dec 12th 2:00pm - 4:00pm
Online
2.00 Credits
Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups - big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread - speaking in front of others.
Hottest Tax Topics for 2022
Dec 13th 8:45am - 4:30pm
Online
8.00 Credits
Learn the hottest tax topics created by current tax legislation through this case oriented, highly interactive course. Recognize the latest tax legislation and IRS guidance affecting your individual and business clients, and how to effectively use this information to benefit your client base. Understand how key tax provisions of the SECURE Act, CARES Act, Consolidated Appropriations Act (CAA), and the American Rescue Plan affect business entities and individual taxpayers. Use your knowledge of the hottest tax topics coming out of tax reform and continuing IRS guidance to revise current tax plans and implement new tax saving strategies for new and existing clients.
Reviewing Individual Tax Returns: What Are You Missing?
Dec 14th 8:45am - 12:15pm
Online
4.00 Credits
The sheer mass of Internal Revenue Code provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. These provisions combined with the potential for input error when utilizing the array of income tax software available, create the potential for a multitude of errors that can occur when preparing your client's tax return. Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. Sharpen your reviewing skills by examining case studies discussing issues for which additional information from the client may be warranted, and areas of tax law that require additional analysis and information.
Surgent's Form 1065 Boot Camp: Step- by-Step Preparation with Completed Forms
Dec 14th 9:00am - 5:00pm
Online
8.00 Credits
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 Skills to Develop Personal and Professional Networks
Dec 14th 10:00am - 12:00pm
Online
2.00 Credits
Creating a network is one of the most important things you can do to grow professionally. Yet despite its importance, creating an effective network is often not taught in undergraduate and graduate schools. The good news is that building a network is easier than it sounds. In fact, most professionals have some level of basic networking skills simply from helping someone find a job, attending an industry conference, or seeking professional connections through social media. Effective networking involves more than simply collecting contacts. Strong networks should be relevant to your career and consist of people you trust. Personal networks are just as important as professional networks and the two often overlap. In this course, we explore ways to establish and grow networks by examining proven strategies that have helped individuals meet their personal and professional goals.
Reviewing Partnership Tax Returns: What are you Missing?
Dec 15th 8:45am - 12:15pm
Online
4.00 Credits
The partnership section of the Internal Revenue Code is arguably one of the most difficult sections to comprehend. That complexity, and the reliability of tax software to properly handle it, can create many issues for you and your staff when processing you client's LLC and partnership tax returns. Join us as we discuss the common errors practitioners make on partnership tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including income, deductions, K-1 reporting, and more! This course follows a highly illustrative case study format to increase participant comprehension and retention.
Reviewing S Corporation Tax Returns: What are you Missing?
Dec 15th 12:45pm - 4:30pm
Online
4.00 Credits
The complexity of S corporation tax law creates a formidable challenge to the tax practitioner for accurate compliance and reporting of their client's S corporation activities. Join us as we discuss the common errors practitioners make on S corporation tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including income, deductions, K-1 reporting, and more! This course follows a highly illustrative case study format to increase participant comprehension and retention.
Surgent's Form 1065 Boot Camp: Step- by-Step Preparation with Completed Forms
Dec 15th 9:00am - 5:00pm
Online
8.00 Credits
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.
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
Dec 16th 9:00am - 12:30pm
Online
4.00 Credits
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 three major Acts passed in the span of less than 18 months, the present course will constitute a one-stop "shop" that brings you the essential individual tax information as selected from the CARES Act, Consolidated Appropriations Act, and American Rescue Plan Act. 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.
LinkedIn Profile Secrets for CPAs
Dec 17th 9:30am - 11:30am
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Networking that Works for Long-Term Success
Dec 19th 9:00am - 10:30am
Evergreen
1.50 Credits
What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Dec 20th 1:30pm - 5:00pm
Online
4.00 Credits
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 Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
Dec 22nd 9:00am - 5:00pm
Online
8.00 Credits
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course provides new staff coverage of tax areas affecting all business entities, providing staff training which they may carry to other business entity returns. Such business tax topics include the sale of assets used in any trade or business (Form 4797), depreciation (Form 4562), deductible vs. non-deductible items, and the basics of uniform capitalization. The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a complicated federal corporate income tax return. It is a hands-on, practical course in filling out most tax forms, with extra emphasis on form changes due to new tax law.
Excel: Fundamentals, Data Entry and Basic Formulas
Dec 23rd 3:00pm - 5:00pm
Evergreen
2.00 Credits
Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
Dec 29th 11:30am - 7:00pm
Online
8.00 Credits
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
Jan 3rd 10:00am - 6:00pm
Online
8.00 Credits
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course provides new staff coverage of tax areas affecting all business entities, providing staff training which they may carry to other business entity returns. Such business tax topics include the sale of assets used in any trade or business (Form 4797), depreciation (Form 4562), deductible vs. non-deductible items, and the basics of uniform capitalization. The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a complicated federal corporate income tax return. It is a hands-on, practical course in filling out most tax forms, with extra emphasis on form changes due to new tax law.
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
Jan 5th 10:00am - 6:00pm
Online
8.00 Credits
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.
Advanced Individual Income Tax Workshop
Jan 9th 8:30am - 4:30pm
Rocky Hill
8.00 Credits
In this Course, We Review: Current Year Developments, Recurring Problems, and Planning Ideas. Using a Combination of Humor and Examples, We Will Focus on Tax Developments That Affect 2022 Individual Income Tax Planning And Return Preparation.
Advanced Individual Income Tax Workshop - Online
Jan 9th 8:30am - 4:30pm
Online
8.00 Credits
In this Course, We Review: Current Year Developments, Recurring Problems, and Planning Ideas. Using a Combination of Humor and Examples, We Will Focus on Tax Developments That Affect 2022 Individual Income Tax Planning And Return Preparation.
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
Jan 10th 11:00am - 7:00pm
Online
8.00 Credits
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
Jan 12th 9:00am - 4:30pm
Online
8.00 Credits
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for the more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions, including those of CARES Act, Tax Relief Act, ARPA as they specifically apply to Forms 1065 and 1120S. Very importantly, this course covers the concepts behind the newly enacted transactional method for partnerships, 'behind-the-scenes' reconciliations and hands-on examples of presenting reporting partners' capital accounts per these provisions.
Networking that Works for Long-Term Success
Jan 17th 10:30am - 12:00pm
Evergreen
1.50 Credits
What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Jan 17th 1:30pm - 5:00pm
Online
4.00 Credits
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 Time Management for Professionals
Jan 18th 10:00am - 12:00pm
Online
2.00 Credits
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
Jan 19th 10:00am - 6:00pm
Online
8.00 Credits
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course provides new staff coverage of tax areas affecting all business entities, providing staff training which they may carry to other business entity returns. Such business tax topics include the sale of assets used in any trade or business (Form 4797), depreciation (Form 4562), deductible vs. non-deductible items, and the basics of uniform capitalization. The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a complicated federal corporate income tax return. It is a hands-on, practical course in filling out most tax forms, with extra emphasis on form changes due to new tax law.
Excel: Fundamentals, Data Entry and Basic Formulas
Jan 20th 11:00am - 1:00pm
Evergreen
2.00 Credits
Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
Jan 26th 9:00am - 5:00pm
Online
8.00 Credits
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.
Surgent's Skills to Develop Personal and Professional Networks
Feb 10th 10:00am - 12:00pm
Online
2.00 Credits
Creating a network is one of the most important things you can do to grow professionally. Yet despite its importance, creating an effective network is often not taught in undergraduate and graduate schools. The good news is that building a network is easier than it sounds. In fact, most professionals have some level of basic networking skills simply from helping someone find a job, attending an industry conference, or seeking professional connections through social media. Effective networking involves more than simply collecting contacts. Strong networks should be relevant to your career and consist of people you trust. Personal networks are just as important as professional networks and the two often overlap. In this course, we explore ways to establish and grow networks by examining proven strategies that have helped individuals meet their personal and professional goals.
LinkedIn Profile Secrets for CPAs
Feb 14th 2:30pm - 4:30pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Networking that Works for Long-Term Success
Feb 14th 10:30am - 12:00pm
Evergreen
1.50 Credits
What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Time Management for Professionals
Feb 21st 2:00pm - 4:00pm
Online
2.00 Credits
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.
Excel: Fundamentals, Data Entry and Basic Formulas
Feb 22nd 3:00pm - 5:00pm
Evergreen
2.00 Credits
Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Public Speaking and Presentation Skills
Feb 23rd 1:00pm - 3:00pm
Online
2.00 Credits
Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups - big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread - speaking in front of others.
LinkedIn Profile Secrets for CPAs
Mar 6th 4:00pm - 6:00pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Networking that Works for Long-Term Success
Mar 17th 10:30am - 12:00pm
Evergreen
1.50 Credits
What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel: Fundamentals, Data Entry and Basic Formulas
Mar 22nd 10:00am - 12:00pm
Evergreen
2.00 Credits
Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Business Writing: Professional & Effective Emails
Mar 30th 10:00am - 12:00pm
Online
2.00 Credits
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
LinkedIn Profile Secrets for CPAs
Apr 11th 3:30pm - 5:30pm
Evergreen
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Networking that Works for Long-Term Success
Apr 13th 10:30am - 12:00pm
Evergreen
1.50 Credits
What does it take to effectively build a strong network of resources, referrals, support, and professional connections? It takes know-how in what networking really is all about . relationship and opportunity building! This seminar will help you get comfortable with putting yourself out there to create professional momentum, build credibility, and enhance your reputation on all fronts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel: Fundamentals, Data Entry and Basic Formulas
Apr 20th 11:30am - 1:30pm
Evergreen
2.00 Credits
Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Business Writing: Professional & Effective Emails
Apr 25th 1:00pm - 3:00pm
Online
2.00 Credits
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
Surgent's Unlimited Plus Package
Available Until Mar 31st, 2023
Online
0.00 Credits
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, specialized courses, and our popular Futurecast series. Package includes 12 months of access to: Over 7,500 credits 1,200+ live webinars 190+ self-study PDF courses 100+ on-demand webcasts Surgent's exclusive premium courses Includes access to Surgent's Weekly Expert Hour (WEXH) Includes access to Surgent's new Data Analytics Certificate Series Pricing: As a member, you pay just $595 - 25% off Surgent's retail price! Why Choose the Unlimited Plus Package? Get unlimited 12-month access for a single user to all live webinars PLUS unlimited access to all self-study courses (including downloadable PDFs and on-demand webcasts.) This package provides the best of both worlds: choose either interactive, instructor-led courses (with no exams) or self-paced, anytime-available learning for any topic you need! This is the ONLY Surgent package that includes access to all on-demand webcasts Surgent webinars and self-study courses are constantly updated so no matter what format you pick, you'll get the latest information you need for your professional practice. 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 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 - https://www.surgentcpe.com/search-all-cpe-courses?Readyforsale=Yes&Includedinunlp=Webinar - https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlp=Self-Study – https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinunlp=
Surgent's Unlimited Self-Study Package
Available Until Mar 31st, 2023
Online
0.00 Credits
Surgent's Unlimited Self-Study Package includes every PDF download course in Surgent's catalog – over 250 courses, each from 2-16 credits. As a member, you pay just $299 – 40% 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 over 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: 1,200+ credits 250+ downloadable courses Reference material downloads Instant test results Immediate certificate delivery What's included? Click here to view the current course list: https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinlibr=True&sref=
Accounting Methods and Periods: Including Form 3115
Available Until Apr 30th, 2023
Online
2.00 Credits
This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 2 - Experience Staff online bundle. When do you file Form 3115? What regulations allow variations between financial and tax reporting? When it comes to accounting methods, questions like these are common among tax professionals. This self-study course provides you with an overview of the various factors considered for the determination of the proper accounting method (such as cash, accrual) and provides detailed examples of court rulings and client examples (for specific industries). This course covers updates for Tax Cuts and Jobs Act (TCJA) and changes to cash method of accounting rules, as well as considerations for changes in an accounting period of an entity. In addition, the course provides a case study and example tax forms to highlight how to identify which IRS Revenue Procedures are applicable to a given client situation, as well as how and when to prepare the Form 3115.
Choice of and Formation of Entity
Available Until Apr 30th, 2023
Online
7.00 Credits
This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 2 - Experience Staff online bundle. Choice of entity issues are relevant throughout the life of a business. When starting a new business, a crucial first decision is choosing the correct form of entity to accomplish the company's goals. Likewise, it is equally important to know when an entity change is needed as well as the tax consequences of the sale or liquidation of the various forms of doing business. Updated for Tax Reform, this self-study course provides an overview of the ever-increasing tax advantages and disadvantages of general and limited partnerships, C and S corporations, LLCs, and LLPs, as well as individual proprietorships. This course will help you hone in on the key issues surrounding the myriad of factors that drive the optimal form of organization for a business. It also includes several case studies from reallife client situations.
Intermediate Individual Taxation
Available Until Apr 30th, 2023
Online
14.50 Credits
This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 2 - Experience Staff online bundle. Many individual taxpayers were unprepared for the changes caused by The Tax Cuts and Jobs Act of 2017. Gather a wealth of tax-planning tips and strategies, and learn about key tax return issues, so you have the latest guidance to better serve your clients. Explore in-depth the qualified business income deduction (Section 199A), the SECURE act, the latest tax legislation, tax court decisions, and IRS guidance on the hottest tax topics affecting individual taxpayers.
Multistate Taxation
Available Until Apr 30th, 2023
Online
10.50 Credits
This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 2 - Experience Staff online bundle. Does a business have nexus in a particular jurisdiction? With the rate of change, you can't afford to be out-of-date with your knowledge of this critical tax area. Spotlighting updates on the latest state tax reforms, this self -study course will help you develop a working knowledge of both multistate tax compliance and related planning opportunities. Conquer the theoretical conundrums and compliance issues and guide your client skillfully through the maze of multistate corporate tax codes.
Tax Accounting for Inventories
Available Until Apr 30th, 2023
Online
2.00 Credits
This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 2 - Experience Staff online bundle. Learn methods of valuing inventory, including special rules for dealing with FIFO and LIFO and learning about the effect of shrinkage and market. Determine - among the multiple ways to derive an inventory valuation - which method will affect the amount of taxable income recognized Learn about proposals to prohibit lower of cost or market (LCM) and subnormal goods methods that include wash-sale goods. Gain practical guidance on which costs are included or excluded from the UNICAP calculation and identify which companies are subject to the UNICAP rules.
Taxation of Corporations
Available Until Apr 30th, 2023
Online
10.00 Credits
This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 2 - Experience Staff online bundle. When it comes to the benefits of forming a corporation, are S corps or C corps better for your clients? This self-study CPE course will guide practitioners through the numerous concepts and rules applicable to income tax accounting, tax return positions, and disclosures for C corporations and S corporations. In addition, you will receive practical advice on the accounting methods available to a corporation.
Taxation of Property Transactions
Available Until Apr 30th, 2023
Online
5.00 Credits
This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 2 - Experience Staff online bundle. Gain a practical understanding of the various complex tax laws dealing with sale, disposal, or exchange of property. This CPE course includes analyses of the rules dealing with like-kind exchanges, and includes involuntary conversions. It also covers important property-related timing issues and planning opportunities that can lead to significant tax savings.
Tax Research II
Available Until Apr 30th, 2023
Online
6.00 Credits
This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 2 - Experience Staff online bundle. Tax questions arise when a unique set of facts is examined in light of general rules of tax law. Learning to identify and phrase the critical tax questions implicit in any set of facts is no small accomplishment. In many instances, the most important questions are by no means obvious. The more experienced the tax adviser, the easier it is to identify and ask the right questions. For the beginner, asking the right question is often the most difficult part of tax research. This CPE course will help you structure your searches and formulate the questions to make your research more effective.
Tax Staff Essentials - Level 2, Experienced Staff
Available Until Apr 30th, 2023
Online
57.00 Credits
Junior and senior staff can establish a strong set of skills in order to work with greater independence and expand their role in your firm. Level 2 will broaden their tax knowledge in the areas of: Multistate taxation C Corporations Accounting methods and periods Choice of entity. Key subject matters covered include Inventory Valuation and Property Transactions which will be essential for servicing more complex clients.
Surgent's Unlimited Webinar Package 2022
Available Until Dec 31st, 2023
Online
0.00 Credits
Surgent's 2022 Unlimited Webinar Package gets you unlimited access to the largest webinar catalog in the industry. 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 in 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. Order today for 2022 access to the industry's best webinars.As a member, you pay just $425 – 30% off Surgent's retail price!Why Choose the Unlimited Webinar Package?• Get unlimited access to over 1,300 webinars in 2022*• Includes 1-, 2-, 3-, 4-, and 8-hour options in all the topics CPAs need. Up to 5,500 credits!• Choose from daily options at many convenient times, including evenings, lunch hours, and Saturdays• You'll earn live CPE credit without exams (certificates delivery 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 webinar courses right away. What's included? Click here to view the current course list: https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlm=True&sref= Note: This package does not include premium webinars. This webinar package expires on December 31, 2022.
Surgent's Essential Depreciation and Expensing Update
Available Until Apr 30th, 2023
Online
4.00 Credits
The "permanent" changes within the Tax Cuts and Jobs Act may stand like a lion in the pathway of change, but Washington has a different definition of the word "permanent." Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of rules dealing with depreciation, amortization, and sale of property. With three major acts passed in less than 18 months (CARES Act, Tax Relief Act, and American Rescue Plan Act), this reference manual contains many examples and cases to illustrate the most important points of which CPAs need to be aware.
Surgent's Essential Depreciation and Expensing Update (Course Manual Download)
Available Until Apr 30th, 2023
Online
4.00 Credits
The "permanent" changes within the Tax Cuts and Jobs Act may stand like a lion in the pathway of change, but Washington has a different definition of the word "permanent." Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of rules dealing with depreciation, amortization, and sale of property. With three major acts passed in less than 18 months (CARES Act, Tax Relief Act, and American Rescue Plan Act), this reference manual contains many examples and cases to illustrate the most important points of which CPAs need to be aware.
Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-In Forms
Available Until Apr 30th, 2023
Online
8.00 Credits
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.
Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-In Forms (Course Manual Download)
Available Until Apr 30th, 2023
Online
16.00 Credits
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
Available Until Apr 30th, 2023
Online
8.00 Credits
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 Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corps, LLCs, & Ptnerships(Course Manual Download)
Available Until Apr 30th, 2023
Online
8.00 Credits
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 Partnership and LLC Core Tax Issues From Formation Through Liquidation (Course Manual Download)
Available Until Apr 30th, 2023
Online
8.00 Credits
As they gain more experience, staff are expected to take on more complex assignments with minimal supervision. The course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation, via deeper life-cycle study into critical areas of formation, special allocations of income and deductions, basis calculations and implications of recourse and nonrecourse debt, basis step-up under 754 on transfer of an ownership interest, distributions, self-employment tax issues, and termination/liquidation of the LLC. With the right blend of legal and tax ramifications of LLC-specific issues, this course identifies all the major areas that are potential sources of increased complexity.
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
Available Until Apr 30th, 2023
Online
8.00 Credits
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for the more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions, including those of CARES Act, Tax Relief Act, ARPA as they specifically apply to Forms 1065 and 1120S. Very importantly, this course covers the concepts behind the newly enacted transactional method for partnerships, 'behind-the-scenes' reconciliations and hands-on examples of presenting reporting partners' capital accounts per these provisions.
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (Course Manual Download)
Available Until Apr 30th, 2023
Online
8.00 Credits
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for the more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions, including those of CARES Act, Tax Relief Act, ARPA as they specifically apply to Forms 1065 and 1120S. Very importantly, this course covers the concepts behind the newly enacted transactional method for partnerships, 'behind-the-scenes' reconciliations and hands-on examples of presenting reporting partners' capital accounts per these provisions.
Surgent's Unlimited Plus Package
Available Until Mar 31st, 2024
Online
0.00 Credits
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, specialized courses, and our popular Futurecast series. Package includes 12 months of access to: Over 7,500 credits 1,200+ live webinars 190+ self-study PDF courses 100+ on-demand webcasts Surgent's exclusive premium courses Includes access to Surgent's Weekly Expert Hour (WEXH) Includes access to Surgent's new Data Analytics Certificate Series Pricing: As a member, you pay just $595 - 25% off Surgent's retail price! Why Choose the Unlimited Plus Package? Get unlimited 12-month access for a single user to all live webinars PLUS unlimited access to all self-study courses (including downloadable PDFs and on-demand webcasts.) This package provides the best of both worlds: choose either interactive, instructor-led courses (with no exams) or self-paced, anytime-available learning for any topic you need! This is the ONLY Surgent package that includes access to all on-demand webcasts Surgent webinars and self-study courses are constantly updated so no matter what format you pick, you'll get the latest information you need for your professional practice. 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 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 - https://www.surgentcpe.com/search-all-cpe-courses?Readyforsale=Yes&Includedinunlp=Webinar - https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlp=Self-Study – https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinunlp=