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Events

Surgent's Critical Tax Reform Update for CPAs: The Tax Cuts & Jobs Act - 1/22/2018 -
The Tax Cuts and Jobs Act passed on Dec. 20, 2017, and it changes the tax rules beyond any changes we have seen in the last 30 years. It has been a long process to get to this final tax legislation, and now tax practitioners are faced with the...
US State & Local Business Incentives for Accountants - 1/22/2018 -
The course provides a concise overview of the more than $80 billion in business incentives awarded annually by cities, counties and states nationwide. Explore the diverse range of available programs including tax incentives, subsidized loans,...
Ex-CPA Ex-Partner Chuck Gallagher Shares Inside Secrets of His Downfall - 1/22/2018 -
In this live video interview, Chuck Gallagher shares how he was his firm's David Duncan, the Andersen partner who shredded Enron work papers. He was every small firm's worst nightmare. This event may be a rebroadcast of a live event and the...
Office 365: What You Need to Know Before You Subscribe - 1/22/2018 -
Office 365 is perhaps the biggest game changer in office technology this decade. Microsoft is adding an estimated 50,000 new businesses to the Office 365 ecosystem each month. Sooner or later, every organization is going to have to evaluate...
Preparing Individual Tax Returns for New Staff & Para-Professionals - 1/22/2018 -
The objective of this course is to train new staff accountants, data processing employees, para-professionals, and bookkeepers to prepare a complicated federal individual income tax return. Over the years, thousands of new staff have received...
Successfully Completing a Gift Tax Return: Form 709 - 1/23/2018 -
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select...
Office 365: Take Your Office on the Road With Mobile Apps - 1/23/2018 -
The best way to maximize your Office 365 ROI is to leverage all of the different points of access for your Office files: Excel, Word, PowerPoint, etc. There are over a dozen Office 365 apps available for Android and iOS mobile devices. With an...
Partnership Investments: How to Calculate the Owner's Basis - 1/23/2018 -
A detailed analysis of the calculations related to determining a partner's tax basis for a partnership interest using the Form 1065, Schedule K-1 information. An illustrated example with filled in forms will demonstrate how the process works and...
Getting Ready for Busy Season: A Guide to New Forms, Filing Issues, & Other Critical Developments - 1/23/2018 -
Getting ready for busy season involves not only knowing the new tax rules for the current year, but also understanding how the new rules apply to current-year returns. This course provides an up-to-date review of important tax form changes, new...
K2's Top Excel Tips and Tricks - 1/23/2018 -
Even in the newest versions of Excel, many time-tested, tried-and-true tips and tricks continue to provide great value to Excel users. This session will cover some of the top Excel tips and tricks based on twenty-five years of delivering...

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