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Tax - Level 4

The following courses have been hand-picked for tax managers and directors. The Tax - Level 4 track will help these experienced professionals hone advanced technical skills and maximize profits for 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.

Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area

May 11th 1:00pm - 4:30pm

Online

4.00 Credits

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

Surgent's Basics of Employment Law for Non-HR Professionals

May 11th 1:30pm - 5:00pm

Online

4.00 Credits

Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.

Surgent's Coaching Skills for Managers and Supervisors

May 16th 9:00am - 12:30pm

Online

4.00 Credits

This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.

IRS Exams with Indications of Fraud

May 17th 12:30pm - 2:30pm

Evergreen

2.00 Credits

What do you do when the routine audit is no longer routine? This program discusses "eggshell audits", which are civil IRS exams but where we as the practitioner become aware there is potential tax fraud. Potential pitfalls, how to navigate the issues and when to bring the attorneys into the picture will be addressed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Hot IRS Tax Examination Issues for Individuals and Businesses

May 23rd 9:00am - 4:30pm

Online

8.00 Credits

Although the IRS continues to lose its audit workforce due to budget cuts, it continues to examine specific individuals and small business taxpayers. Now, more than ever, CPAs need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for CPAs in public accounting to understand the risk to clients and to themselves in tax return preparation and planning.

Securing a Comfortable Retirement in the Age of Spending

May 26th 9:00am - 4:30pm

Online

8.00 Credits

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.

Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp

Jun 3rd 9:00am - 12:30pm

Online

4.00 Credits

The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.

Larry Stein's 2022 Guide to LLCs, Partnerships, LLPs (Including Real Estate Issues)

Jun 7th 8:45am - 4:30pm

Online

8.00 Credits

Come join Larry Stein as he discusses strategies for your LLC and Partnerships Clients. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.

Larry Stein's 2022 Guide to Strategies for Self-Employed Tax Clients

Jun 9th 8:45am - 4:30pm

Online

8.00 Credits

Come join Larry Stein as he discusses selected tax strategies for your self-employed clients; Schedule C, Schedule E, S Corporations, and LLCs will be featured. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.

Getting the Best Out of Your Team with Project Management

Jun 11th 10:00am - 12:00pm

Evergreen

2.00 Credits

With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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.

Surgent's Basics of Employment Law for Non-HR Professionals

Jun 15th 1:30pm - 5:00pm

Online

4.00 Credits

Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.

Grow Your CPA Business: LinkedIn for Networking and Referral

Jun 16th 3:30pm - 5:30pm

Evergreen

2.00 Credits

LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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.

IRS Exams with Indications of Fraud

Jun 20th 1:30pm - 3:30pm

Evergreen

2.00 Credits

What do you do when the routine audit is no longer routine? This program discusses "eggshell audits", which are civil IRS exams but where we as the practitioner become aware there is potential tax fraud. Potential pitfalls, how to navigate the issues and when to bring the attorneys into the picture will be addressed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Larry Stein's 2022 Guide to Trusts, Estates, Gifts, and Income Tax Planning for Surviving Spouses, Heirs, and Beneficiaries

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

Online

8.00 Credits

Come join Larry Stein as he discusses key planning and compliance insights for your trust, estate and heir/beneficiary clients. Income tax and wealth transfer ideas will be featured. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.

Larry Stein's 2022 Guide to Retirement, Income Tax and Estate Planning Strategies (Giving Your 60+ Client a Check-Up)

Jun 22nd 8:45am - 4:30pm

Online

8.00 Credits

Come join Larry Stein as he discusses retirement planning, IRAs, succession, wealth/asset preservation (estates and trusts) and tax insights. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.

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 Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area

Jun 22nd 1:00pm - 4:30pm

Online

4.00 Credits

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

Larry Stein's 2022 Guide New Taxsmart Strategies to Build and Preserve Family Wealth

Jun 23rd 8:45am - 4:30pm

Online

8.00 Credits

Come join Larry Stein as he discusses ways to build and preserve family wealth in a tax-efficient manner. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.

Surgent's Managing Millennials

Jun 23rd 10:00am - 12:00pm

Online

2.00 Credits

By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.

Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs

Jun 24th 9:00am - 4:30pm

Online

8.00 Credits

As long as LLCs, partnerships, and S corporations form the backbone of many CPAs' practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors.

Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area

Jun 27th 1:00pm - 4:30pm

Online

0.00 Credits

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

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.

Maximizing Your Social Security Benefits

Jun 28th 9:00am - 12:30pm

Online

4.00 Credits

The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.

Required Minimum Distributions: Compliance and Planning

Jun 28th 1:00pm - 4:30pm

Online

4.00 Credits

Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions. This course addresses compliance issues and planning opportunities regarding required minimum distributions.

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.

VIRTUAL - Real Estate & Construction Conference (Morning Session)

Jun 29th 8:25am - 12:20pm

Online

4.00 Credits

Real estate is top of mind for many of your peers and clients. The economy has rapidly shifted from a pandemic-induced slowdown to an overheated race for labor and materials. Meanwhile, rising rates, supply chain disruptions, likely higher tax rates and an extended work-from-home culture are forcing real estate owners, developers, financiers and their advisors to re-set the calculus on their real estate assets. It's never been more important to understand the array of complex tax provisions related to real estate and construction and how those provisions impact each other. This hands-on half-day (4.0 hour) virtual learning event (which includes interactive Q&A with presenters) emphasizes real-world case studies rather than academic theory. The focus will be on changes that impact the tax incentives related to cost segregation, EPAct 179D certification ASHRE audits, 45L credits, R&D tax credits, capital gain deferral through Opportunity Zones and 1031 reset elections and 163j interest limitation. Nationwide experts also deconstruct how to structure entities and real estate elections and property tax treatment related to economic incentives in your state.

Getting the Best Out of Your Team with Project Management

Jul 7th 11:00am - 1:00pm

Evergreen

2.00 Credits

With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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 Management Fundamentals

Jul 7th 1:30pm - 5:00pm

Online

4.00 Credits

In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.

Surgent's Coaching Skills for Managers and Supervisors

Jul 11th 9:00am - 12:30pm

Online

4.00 Credits

This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.

Grow Your CPA Business: LinkedIn for Networking and Referral

Jul 12th 10:30am - 12:30pm

Evergreen

2.00 Credits

LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. 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.

IRS Exams with Indications of Fraud

Jul 21st 11:30am - 1:30pm

Evergreen

2.00 Credits

What do you do when the routine audit is no longer routine? This program discusses "eggshell audits", which are civil IRS exams but where we as the practitioner become aware there is potential tax fraud. Potential pitfalls, how to navigate the issues and when to bring the attorneys into the picture will be addressed. 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 Basics of Employment Law for Non-HR Professionals

Jul 22nd 9:00am - 12:30pm

Online

4.00 Credits

Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.

Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area

Jul 27th 1:00pm - 4:30pm

Online

4.00 Credits

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

Surgent's Managing Millennials

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

Online

2.00 Credits

By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.

Surgent's Stock vs. Asset Acquisitions of C Corporations

Aug 1st 1:00pm - 3:00pm

Online

2.00 Credits

A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation's ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all or a majority of the business assets. The seller and the buyer are usually at odds over how to structure the acquisition. Tax practitioners advising their business clients should be fully conversant in the tax rules that apply to stock and asset acquisitions. Discussing and explaining those rules is the focus of this course.

Getting the Best Out of Your Team with Project Management

Aug 8th 1:30pm - 3:30pm

Evergreen

2.00 Credits

With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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 S Corporation Core Tax Issues From Formation Through Liquidation

Aug 8th 9:00am - 5:00pm

Online

8.00 Credits

As experienced staff masters the preparation intricacies of an 1120S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both theory and practice overarching principles that govern S corporations from formation to revocation, termination and liquidation. Experienced client-facing staff should be aware of the pitfalls that may inadvertently cause an S-status termination or may generate unintended tax consequences to shareholders.

Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation

Aug 9th 9:00am - 5:00pm

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 Succession Planning for the Small Business Owner: Finding the Exit Ramp

Aug 9th 1:00pm - 4:30pm

Online

4.00 Credits

The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.

Surgent's Managing People Through Motivation

Aug 12th 1:30pm - 5:00pm

Online

4.00 Credits

Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You'll learn how to use observation tools to find out what motivates your employees and you'll study classic motivational theories. The results will help you influence the behaviors of others and tweak your own behavior to improve your bottom line.

Grow Your CPA Business: LinkedIn for Networking and Referral

Aug 18th 3:30pm - 5:30pm

Evergreen

2.00 Credits

LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. 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 Managing Millennials

Aug 22nd 1:00pm - 3:00pm

Online

2.00 Credits

By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.

IRS Exams with Indications of Fraud

Aug 26th 2:30pm - 4:30pm

Evergreen

2.00 Credits

What do you do when the routine audit is no longer routine? This program discusses "eggshell audits", which are civil IRS exams but where we as the practitioner become aware there is potential tax fraud. Potential pitfalls, how to navigate the issues and when to bring the attorneys into the picture will be addressed. 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 Coaching Skills for Managers and Supervisors

Aug 26th 9:00am - 12:30pm

Online

4.00 Credits

This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.

Surgent's Accountability: Stop the Blame Game

Aug 31st 1:30pm - 5:00pm

Online

4.00 Credits

Good managers know how to delegate, but it can be a challenge to manage employees who are more interested in passing the buck than being responsible. Lack of ownership and responsibility can bog down processes and shut down projects. This workshop will help you create a game plan for building a culture of accountability with your team.

Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area

Aug 31st 1:00pm - 4:30pm

Online

4.00 Credits

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

Surgent's Progressive Discipline and Termination

Sep 1st 1:00pm - 3:00pm

Online

2.00 Credits

Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a management and risk reduction tool. The webinar also will address best practices with regard to the employee termination process.

Getting the Best Out of Your Team with Project Management

Sep 8th 2:30pm - 4:30pm

Evergreen

2.00 Credits

With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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 Stock vs. Asset Acquisitions of C Corporations

Sep 8th 7:00pm - 9:00pm

Online

2.00 Credits

A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation's ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all or a majority of the business assets. The seller and the buyer are usually at odds over how to structure the acquisition. Tax practitioners advising their business clients should be fully conversant in the tax rules that apply to stock and asset acquisitions. Discussing and explaining those rules is the focus of this course.

Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp

Sep 9th 1:00pm - 4:30pm

Online

4.00 Credits

The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.

Grow Your CPA Business: LinkedIn for Networking and Referral

Sep 16th 2:00pm - 4:00pm

Evergreen

2.00 Credits

LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. 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 Management Fundamentals

Sep 16th 9:00am - 12:30pm

Online

4.00 Credits

In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.

IRS Exams with Indications of Fraud

Sep 19th 11:30am - 1:30pm

Evergreen

2.00 Credits

What do you do when the routine audit is no longer routine? This program discusses "eggshell audits", which are civil IRS exams but where we as the practitioner become aware there is potential tax fraud. Potential pitfalls, how to navigate the issues and when to bring the attorneys into the picture will be addressed. 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 Technical Individual Practice Issues and Tax Forms for Experienced Practitioners

Sep 19th 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.

Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area

Sep 28th 1:00pm - 4:30pm

Online

4.00 Credits

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners

Sep 30th 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.

Surgent's Basics of Employment Law for Non-HR Professionals

Oct 3rd 1:30pm - 5:00pm

Online

4.00 Credits

Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.

Surgent's Managing Millennials

Oct 3rd 10:00am - 12:00pm

Online

2.00 Credits

By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.

Getting the Best Out of Your Team with Project Management

Oct 4th 9:00am - 11:00am

Evergreen

2.00 Credits

With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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 Technical Individual Practice Issues and Tax Forms for Experienced Practitioners

Oct 5th 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.

Surgent's Managing People Through Motivation

Oct 7th 9:00am - 12:30pm

Online

4.00 Credits

Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You'll learn how to use observation tools to find out what motivates your employees and you'll study classic motivational theories. The results will help you influence the behaviors of others and tweak your own behavior to improve your bottom line.

Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners

Oct 7th 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.

Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships

Oct 13th 9:00am - 5:00pm

Online

8.00 Credits

The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.

Grow Your CPA Business: LinkedIn for Networking and Referral

Oct 14th 12:00pm - 2:00pm

Evergreen

2.00 Credits

LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. 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 Advanced Critical Tax Issues for S Corporations

Oct 14th 9:00am - 5:00pm

Online

8.00 Credits

This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.

Surgent's Managing Millennials

Oct 14th 1:00pm - 3:00pm

Online

2.00 Credits

By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.

Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships

Oct 19th 9:00am - 5:00pm

Online

8.00 Credits

The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.

IRS Exams with Indications of Fraud

Oct 20th 10:30am - 12:30pm

Evergreen

2.00 Credits

What do you do when the routine audit is no longer routine? This program discusses "eggshell audits", which are civil IRS exams but where we as the practitioner become aware there is potential tax fraud. Potential pitfalls, how to navigate the issues and when to bring the attorneys into the picture will be addressed. 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 Advanced Critical Tax Issues for S Corporations

Oct 20th 9:00am - 5:00pm

Online

8.00 Credits

This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.

Surgent's S Corporation Taxation: Advanced Issues

Oct 21st 9:00am - 12:30pm

Online

4.00 Credits

This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.

Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers

Oct 24th 9:00am - 5:00pm

Online

8.00 Credits

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.

Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area

Oct 25th 9:00am - 12:30pm

Online

4.00 Credits

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners

Oct 25th 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.

Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners

Oct 27th 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.

Surgent's Accountability: Stop the Blame Game

Oct 28th 1:30pm - 6:00pm

Online

4.00 Credits

Good managers know how to delegate, but it can be a challenge to manage employees who are more interested in passing the buck than being responsible. Lack of ownership and responsibility can bog down processes and shut down projects. This workshop will help you create a game plan for building a culture of accountability with your team.

Getting the Best Out of Your Team with Project Management

Oct 31st 10:00am - 12:00pm

Evergreen

2.00 Credits

With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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 1040 Return Review Boot Camp for New and Experienced Reviewers

Oct 31st 9:00am - 5:00pm

Online

8.00 Credits

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.

Surgent's Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers

Oct 31st 9:00am - 5:00pm

Online

8.00 Credits

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation.

Surgent's S Corporation Taxation: Advanced Issues

Nov 1st 9:00am - 12:30pm

Online

4.00 Credits

This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.

Surgent's Advanced Individual Income Tax Return Issues

Nov 2nd 9:00am - 5:00pm

Online

8.00 Credits

Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.

Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area

Nov 4th 1:30pm - 5:00pm

Online

4.00 Credits

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

Surgent's Coaching Skills for Managers and Supervisors

Nov 7th 1:30pm - 5:00pm

Online

4.00 Credits

This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.

Larry Stein's 2022 Busy Season Tax Update, Including 1040 Tax Update

Nov 8th 8:45am - 4:30pm

Online

8.00 Credits

Come join Larry Stein as he discusses new tax developments. New tax laws and IRS guidance will be featured. New compliance and planning ideas will be reviewed. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.

Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers

Nov 8th 9:00am - 5:00pm

Online

8.00 Credits

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.

Larry Stein's Pass-Through Entity Immersion Workshop

Nov 9th 8:45am - 4:30pm

Online

8.00 Credits

Come join Larry Stein as he discusses "S" Corporations and Partnerships (LLC and LLP). The focus will be Schedule K-1 to 1040. Key planning opportunities will be highlighted. Tax compliance traps will also be discussed.

Surgent's Basics of Employment Law for Non-HR Professionals

Nov 9th 1:30pm - 5:00pm

Online

4.00 Credits

Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.

Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners

Nov 9th 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.

International Taxation

Nov 10th 8:45am - 4:30pm

Online

8.00 Credits

Get a solid understanding of international tax terminology and regulations that apply to a U.S. entity involved in global operations, or for a foreign entity doing business in the U.S. Whether your organization is contemplating a global move or is already involved in international business, you need to know about the activities that create multijurisdictional tax exposure and the required tax reporting for each relevant jurisdiction. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law and the subsequent regulations.

Streamlined Tax Staff Training-Complex Return Issues

Nov 14th 8:45am - 4:30pm

Online

8.00 Credits

The computer can do the calculations, but some analysis and exercise of trained judgment is required as well. This fast-paced program offers "next step" training for accountants who are ready to tackle complex individual tax return issues. It is entirely focused on problem solving and application of the tax law's complex reporting requirements. Program materials include valuable checklists and quick reference guides to enhance efficiency and save valuable time.

Surgent's S Corporation Core Tax Issues From Formation Through Liquidation

Nov 14th 9:00am - 5:00pm

Online

8.00 Credits

As experienced staff masters the preparation intricacies of an 1120S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both theory and practice overarching principles that govern S corporations from formation to revocation, termination and liquidation. Experienced client-facing staff should be aware of the pitfalls that may inadvertently cause an S-status termination or may generate unintended tax consequences to shareholders.

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.

Grow Your CPA Business: LinkedIn for Networking and Referral

Nov 16th 10:30am - 12:30pm

Evergreen

2.00 Credits

LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. 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 Partnership and LLC Core Tax Issues From Formation Through Liquidation

Nov 16th 9:00am - 5:00pm

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 Technical Individual Practice Issues and Tax Forms for Experienced Practitioners

Nov 16th 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.

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.

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 Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area

Nov 17th 1:30pm - 5:00pm

Online

4.00 Credits

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

ConvergenceCoaching(R) Remote and Flex Work Survey Findings

Nov 18th 2:00pm - 4:00pm

Evergreen

2.00 Credits

Our biennial Anytime, Anywhere Work (TM) Survey on the adoption of remote and flexible work programs is complete and the results will surprise you! The goal of the survey is to learn about firms' recent remote and flex work shifts and what they project for these programs in the year ahead. Join us to explore the results as well as actions you can take to progress your own programs. Attend this session to identify areas of focus as you progress your firm's Anytime, Anywhere Work strategies in 2022 and beyond! 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 Managing Millennials

Nov 22nd 1:00pm - 3:00pm

Online

2.00 Credits

By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.

IRS Exams with Indications of Fraud

Nov 23rd 2:00pm - 4:00pm

Evergreen

2.00 Credits

What do you do when the routine audit is no longer routine? This program discusses "eggshell audits", which are civil IRS exams but where we as the practitioner become aware there is potential tax fraud. Potential pitfalls, how to navigate the issues and when to bring the attorneys into the picture will be addressed. 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 Progressive Discipline and Termination

Nov 29th 10:00am - 12:00pm

Online

2.00 Credits

Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a management and risk reduction tool. The webinar also will address best practices with regard to the employee termination process.

Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area

Nov 30th 1:30pm - 5:00pm

Online

4.00 Credits

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

Form 1040 Return Review Boot Camp for New and Experienced Reviewers

Dec 2nd 9:00am - 4:30pm

Online

8.00 Credits

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.

Surgent's Stock vs. Asset Acquisitions of C Corporations

Dec 2nd 1:00pm - 3:00pm

Online

2.00 Credits

A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation's ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all or a majority of the business assets. The seller and the buyer are usually at odds over how to structure the acquisition. Tax practitioners advising their business clients should be fully conversant in the tax rules that apply to stock and asset acquisitions. Discussing and explaining those rules is the focus of this course.

Surgent's Advanced Individual Income Tax Return Issues

Dec 5th 10:00am - 6:00pm

Online

8.00 Credits

Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.

Getting the Best Out of Your Team with Project Management

Dec 6th 1:30pm - 3:30pm

Evergreen

2.00 Credits

With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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 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 S Corporation Taxation: Advanced Issues

Dec 7th 9:00am - 12:30pm

Online

4.00 Credits

This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.

Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers

Dec 8th 10:00am - 6:00pm

Online

8.00 Credits

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.

Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners

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

Online

8.00 Credits

Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.

Grow Your CPA Business: LinkedIn for Networking and Referral

Dec 13th 3:30pm - 5:30pm

Evergreen

2.00 Credits

LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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.

The Complete Trust Workshop

Dec 14th 9:00am - 4:30pm

Online

8.00 Credits

The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform. Clients will be eager to review their estate plans, as the SECURE Act eliminated the popular "stretch IRA" estate planning strategy.

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 1040 Return Review Boot Camp for New and Experienced Reviewers

Dec 15th 9:00am - 5:00pm

Online

8.00 Credits

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.

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.

Surgent's Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers

Dec 16th 9:00am - 5:00pm

Online

8.00 Credits

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation.

Real Estate Tax Boot Camp

Dec 20th 9:00am - 4:30pm

Online

8.00 Credits

This course is a "deep dive" into all things real estate tax related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, holding, managing, constructing, and disposing of real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact the Tax Cuts and Jobs Act continues to have on the real estate industry, as well as the impact of COVID-19.

Surgent's Managing Millennials

Dec 21st 10:00am - 12:00pm

Online

2.00 Credits

By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.

IRS Exams with Indications of Fraud

Dec 23rd 1:00pm - 3:00pm

Evergreen

2.00 Credits

What do you do when the routine audit is no longer routine? This program discusses "eggshell audits", which are civil IRS exams but where we as the practitioner become aware there is potential tax fraud. Potential pitfalls, how to navigate the issues and when to bring the attorneys into the picture will be addressed. 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 Technical Business Practice Issues and Tax Forms for Experienced Practitioners

Dec 28th 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.

Surgent's Advanced Individual Income Tax Return Issues

Dec 29th 9:00am - 5:00pm

Online

8.00 Credits

Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.

Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp

Dec 29th 1:30pm - 5:00pm

Online

4.00 Credits

The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.

Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners

Dec 30th 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.

Getting the Best Out of Your Team with Project Management

Jan 2nd 10:00am - 12:00pm

Evergreen

2.00 Credits

With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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 1040 Return Review Boot Camp for New and Experienced Reviewers

Jan 3rd 9:00am - 5:00pm

Online

8.00 Credits

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.

Surgent's Advanced Individual Income Tax Return Issues

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

Online

8.00 Credits

Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.

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.

Advanced Corporate Income Tax Workshop

Jan 10th 8:30am - 4:30pm

Rocky Hill

8.00 Credits

sing a Combination of Humor and Examples, We Will Focus on Tax Developments that Affect 2022 Income Tax Return Preparation and 2022 Income Tax Planning for Businesses.

Advanced Corporate Income Tax Workshop - Online

Jan 10th 8:30am - 4:30pm

Online

8.00 Credits

Using a Combination of Humor and Examples, We Will Focus on Tax Developments that Affect 2022 Income Tax Return Preparation and 2022 Income Tax Planning for Businesses.

Surgent's S Corporation Core Tax Issues From Formation Through Liquidation

Jan 10th 10:00am - 6:00pm

Online

8.00 Credits

As experienced staff masters the preparation intricacies of an 1120S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both theory and practice overarching principles that govern S corporations from formation to revocation, termination and liquidation. Experienced client-facing staff should be aware of the pitfalls that may inadvertently cause an S-status termination or may generate unintended tax consequences to shareholders.

Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation

Jan 11th 10:00am - 6:00pm

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 S Corporation Taxation: Advanced Issues

Jan 12th 1:30pm - 5:00pm

Online

4.00 Credits

This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.

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.

Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners

Jan 13th 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.

IRS Exams with Indications of Fraud

Jan 16th 1:00pm - 3:00pm

Evergreen

2.00 Credits

What do you do when the routine audit is no longer routine? This program discusses "eggshell audits", which are civil IRS exams but where we as the practitioner become aware there is potential tax fraud. Potential pitfalls, how to navigate the issues and when to bring the attorneys into the picture will be addressed. 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 Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers

Jan 18th 10:00am - 6:00pm

Online

8.00 Credits

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation.

Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers

Jan 19th 11:00am - 7:00pm

Online

8.00 Credits

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.

Surgent's Advanced Individual Income Tax Return Issues

Jan 20th 9:00am - 5:00pm

Online

8.00 Credits

Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.

Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners

Jan 20th 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.

Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships

Jan 24th 10:00am - 6:00pm

Online

8.00 Credits

The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.

Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area

Jan 24th 1:30pm - 5:00pm

Online

4.00 Credits

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners

Jan 24th 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.

Surgent's Advanced Critical Tax Issues for S Corporations

Jan 25th 10:00am - 6:00pm

Online

8.00 Credits

This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.

Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners

Jan 26th 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.

Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners

Jan 27th 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.

Surgent's Progressive Discipline and Termination

Feb 1st 1:00pm - 3:00pm

Online

2.00 Credits

Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a management and risk reduction tool. The webinar also will address best practices with regard to the employee termination process.

Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers

Feb 2nd 9:00am - 5:00pm

Online

8.00 Credits

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.

Surgent's Management Fundamentals

Feb 3rd 1:30pm - 5:00pm

Online

4.00 Credits

In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.

Getting the Best Out of Your Team with Project Management

Feb 9th 1:00pm - 3:00pm

Evergreen

2.00 Credits

With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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 Managing Millennials

Feb 9th 1:00pm - 3:00pm

Online

2.00 Credits

By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.

Surgent's Basics of Employment Law for Non-HR Professionals

Feb 13th 1:30pm - 5:00pm

Online

4.00 Credits

Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.

Grow Your CPA Business: LinkedIn for Networking and Referral

Feb 14th 10:00am - 12:00pm

Evergreen

2.00 Credits

LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

IRS Exams with Indications of Fraud

Feb 21st 9:30am - 11:30am

Evergreen

2.00 Credits

What do you do when the routine audit is no longer routine? This program discusses "eggshell audits", which are civil IRS exams but where we as the practitioner become aware there is potential tax fraud. Potential pitfalls, how to navigate the issues and when to bring the attorneys into the picture will be addressed. 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 Managing People Through Motivation

Feb 28th 1:30pm - 5:00pm

Online

4.00 Credits

Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You'll learn how to use observation tools to find out what motivates your employees and you'll study classic motivational theories. The results will help you influence the behaviors of others and tweak your own behavior to improve your bottom line.

Surgent's Accountability: Stop the Blame Game

Mar 7th 1:30pm - 7:00pm

Online

4.00 Credits

Good managers know how to delegate, but it can be a challenge to manage employees who are more interested in passing the buck than being responsible. Lack of ownership and responsibility can bog down processes and shut down projects. This workshop will help you create a game plan for building a culture of accountability with your team.

Surgent's Basics of Employment Law for Non-HR Professionals

Mar 9th 1:30pm - 5:00pm

Online

4.00 Credits

Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.

Getting the Best Out of Your Team with Project Management

Mar 10th 3:00pm - 5:00pm

Evergreen

2.00 Credits

With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Grow Your CPA Business: LinkedIn for Networking and Referral

Mar 17th 10:00am - 12:00pm

Evergreen

2.00 Credits

LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

IRS Exams with Indications of Fraud

Mar 21st 2:00pm - 4:00pm

Evergreen

2.00 Credits

What do you do when the routine audit is no longer routine? This program discusses "eggshell audits", which are civil IRS exams but where we as the practitioner become aware there is potential tax fraud. Potential pitfalls, how to navigate the issues and when to bring the attorneys into the picture will be addressed. 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 Coaching Skills for Managers and Supervisors

Mar 27th 1:30pm - 5:00pm

Online

4.00 Credits

This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.

Getting the Best Out of Your Team with Project Management

Apr 6th 10:30am - 12:30pm

Evergreen

2.00 Credits

With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team. 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 Basics of Employment Law for Non-HR Professionals

Apr 6th 1:30pm - 5:00pm

Online

4.00 Credits

Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.

Grow Your CPA Business: LinkedIn for Networking and Referral

Apr 11th 11:30am - 1:30pm

Evergreen

2.00 Credits

LinkedIn is the place to find and engage prospects, clients, and referral partners. But how do you this without the icky factor? Learn how to properly use LinkedIn so that your network is delighted to connect with you! Discover how your best connections can be the pathway to new clients, interesting opportunities, and talented candidates. 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 Progressive Discipline and Termination

Apr 12th 1:00pm - 3:00pm

Online

2.00 Credits

Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a management and risk reduction tool. The webinar also will address best practices with regard to the employee termination process.

Surgent's Coaching Skills for Managers and Supervisors

Apr 13th 1:00pm - 4:30pm

Online

4.00 Credits

This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.

IRS Exams with Indications of Fraud

Apr 20th 1:00pm - 3:00pm

Evergreen

2.00 Credits

What do you do when the routine audit is no longer routine? This program discusses "eggshell audits", which are civil IRS exams but where we as the practitioner become aware there is potential tax fraud. Potential pitfalls, how to navigate the issues and when to bring the attorneys into the picture will be addressed. 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 Management Fundamentals

Apr 28th 1:30pm - 5:00pm

Online

4.00 Credits

In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.

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=

Advanced Income Tax Accounting

Available Until Apr 30th, 2023

Online

11.50 Credits

This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 4 - Tax Manager/Director online bundle. Understand the increasingly complex rules governing income tax accounting with active scenarios and practical exercises that guide you on how to address these rules. Learn specifics you can use to apply FASB ASC 740, and learn about the impact IFRS has had on accounting for income taxes as well as dealing with other accounting standards in conjunction with FASB ASC 740. Learn intra-entity transfer of assets other than inventory; classification of deferred taxes; and improvements to employee share-based payment accounting - all updated for ASUs issued in 2019 and the Tax Cuts and Jobs Act of 2017.

Advanced Taxation Partnerships & LLCs

Available Until Apr 30th, 2023

Online

11.00 Credits

This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 4 - Tax Manager/Director online bundle. Gain good working knowledge of the IRC's sophisticated partnership tax rules and regulations so you can effectively serve your business and individual partner clients. Master the advanced concepts of partnership taxation so you can provide your clients with valuable advice and tax planning strategies, updated with the most recent legislation and IRS guidance affecting partnerships and LLCs. Learn more about special allocations, liquidating and nonliquidating distributions, property basis calculations under various scenarios, and sales of a partnership interest.

Individual Tax Planning

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 4 - Tax Manager/Director online bundle. Since the passage of the Tax Cuts and Jobs Act, many clients and businesses are highly focused on the impact of taxes and tax rates on their bottom line. Make sure your clients are protecting themselves from higher taxes. Completely updated for tax law changes and Tax Court decisions, this course will bring you up-to-date on the latest strategies which will preserve your clients' wealth and ensure your role as a trusted adviser to your clients! Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies.

International Taxation

Available Until Apr 30th, 2023

Online

13.00 Credits

This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 4 - Tax Manager/Director online bundle. In this CPE course, enhance your understanding of international tax terminology and regulations that apply to a U.S. entity involved in global operations, or for a foreign entity doing business in the U.S. Whether your organization is contemplating a global move or is already involved in international business, you need to know about the activities that create multi-jurisdictional tax exposure and the required tax reporting for each relevant jurisdiction.

IRS Disputes: Identifying Options for Your Client

Available Until Apr 30th, 2023

Online

6.50 Credits

This CPE course can be purchased individually, or as a part of the Tax Staff Essentials, Level 4 - Tax Manager/Director online bundle. Learn what may trigger an IRS audit, how to negotiate, settle on appeal, qualify for an IRS collection program, and evaluate your client's best options for dealing with the IRS. This CPE self-study course explains what may trigger an IRS audit, how to negotiate, settle on appeal, qualify for an IRS collection program and evaluate your client's best options for dealing with the IRS. You will also learn about IRS audit techniques, how to handle requests, and appeal rights so you can represent your clients with confidence.

Tax Planning for Small Businesses

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 4 - Tax Manager/Director online bundle. Explore state-of-the-art planning ideas and tax-saving strategies to keep more of your clients' money in their pockets. Updated for the latest legislation and IRS guidance on tax reform, this course answers the tough questions and shows you what strategies are best for your clients as a result of the most recent tax legislation.

Tax Staff Essentials - Level 4, Tax Manager/Director

Available Until Apr 30th, 2023

Online

58.50 Credits

Give your managers and directors the tools they need to offer existing clients additional tax services with training designed to: Improve and increase proficiency levels Elicit a higher level of customer satisfaction Potentially increase firm service fees Level 4 contains the advanced technical level of training to allow your firm to expand its ability to offer professional services to new and existing clients. Key areas covered include: Advanced topics in partnership taxation and accounting for deferred taxes Individual and small business tax planning Whether you wish to grow your firm by developing expertise in a niche or by business referrals from highly satisfied clients, TSE Level 4 is a must-have suite of CPE courses.

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 S Corporation Core Tax Issues From Formation Through Liquidation (Course Manual Download)

Available Until Apr 30th, 2023

Online

8.00 Credits

As experienced staff masters the preparation intricacies of an 1120S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both theory and practice overarching principles that govern S corporations from formation to revocation, termination and liquidation. Experienced client-facing staff should be aware of the pitfalls that may inadvertently cause an S-status termination or may generate unintended tax consequences to shareholders.

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=