WICPA CPE & Special Event Catalog
Surgent's Handbook for Mastering Basis, Distributions & Loss Limitation Issues for S Corporations, LLCs & Partnerships
Available Until
Online
8.00 Credits
Member Price: $159
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.Note: This is a downloadable self-study course.
Surgent's Handbook for Mastering Basis, Distributions & Loss Limitation Issues for S Corporations, LLCs & Partnerships
Available Until
Online
8.00 Credits
Member Price: $199
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.Note: This is an on-demand webcast self-study course.
Surgent's HIPAA: What Accountants & Other Practitioners Need to Know
Available Until
Online
1.00 Credits
Member Price: $49
In 1996, Congress passed the Health Insurance Portability and Accountability Act, commonly referred to as HIPAA. HIPAA's stated purpose was to provide Americans with privacy measures designed to protect personal healthcare-related information. Yet soon after it became law, critics argued that HIPAA "lacked teeth", noting that the only remedy for violations of the law was to report the wrongdoer to the Department of Health and Human Services. Congress strengthened HIPAA in 2009 when it passed the Health Information Technology for Economic Clinical Health Act ("HITECH"). Under HITECH, entities subject to HIPAA are now required to maintain specific physical, administrative and digital protection procedures. HIPAA now imposed many other requirements for those affected by the law, such as requiring breaches of patient information be reported to affected parties in a timely manner. Further, the law substantially increased the fines that HIPAA-covered entities must pay for violations. It is imperative that accountants and financial professionals familiarize themselves with HIPAA's requirements. Under HITECH, businesses must comply with HIPAA's data privacy guidelines if they work with HIPAA-covered businesses; that is, any business in the healthcare industry. Professionals who are not familiar with HIPAA fundamentals run the risk of subjecting themselves and their company to civil liability and severe penalties. Note: This is an on-demand webcast self-study course.
Surgent's Hiring & Firing of Employees: What You Can & Cannot Do
Available Until
Online
2.00 Credits
Member Price: $89
There are numerous federal laws that restrict what businesses can do in terms of hiring and firing employees. Many of these laws impose significant penalties if employers violate them. Accordingly, it is crucial that all employers and their professional advisors understand these laws and apply them to their employment practices.Note: This is an on-demand webcast self-study course.
Surgent's Hot IRS Tax Examination Issues for Individuals & Businesses
Available Until
Online
8.00 Credits
Member Price: $159
Although the Inflation Reduction Act increased the IRS budget, Congress continues to battle about whether this funding will be continued. Currently the IRS is in a holding pattern to replenish its audit workforce. However, enough new examiners have been hired to begin new and continue old examinations. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. Now, more than ever, Accounting, Tax and Financial Professionals 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 Accounting, Tax and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.Note: This is a downloadable self-study course.
Surgent's How Can I Spot Fraud? A Review of Fraud Detection & Prevention Techniques
Available Until
Online
2.00 Credits
Member Price: $89
This course will discuss what to do if you suspect fraud within your organization. The HealthSouth fraud case is presented as a means of understanding how the fraud was committed and ways in which it could have been prevented. This is the second of five 2-hour courses in Surgent's Fraud Certificate Program. This program includes a combination of lectures, animated videos and live interviews with white-collar offenders and whistle-blowers. Each course is designed to be engaging and informative and will enhance your understanding of fraud.Note: This is an on-demand webcast self-study course.
Surgent's How to Account for Internal-Use Software Arrangements
Available Until
Online
1.00 Credits
Member Price: $29
This course provides an overview of the accounting for internal-use software. The accounting and reporting requirements related to internal-use software can be found within ASC Topic 350-40. The primary information addressed within this ASC Topic relates to the development costs that should and should not be capitalized, how those costs are amortized, how they are tested for impairment, as well as presentation and disclosure requirements.Note: This is a downloadable self-study course.
Surgent's How to Effectively Represent Clients Under IRS Audit
Available Until
Online
2.00 Credits
Member Price: $89
Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several years as the IRS employs artificial intelligence in more of its audits. This program discusses how and when the IRS's energized audit efforts will result in more audits of taxpayers and what attendees need to know to effectively represent clients that the IRS audits. Note: This is an on-demand webcast self-study course.
Surgent's How to Settle a Client's Estate
Available Until
Online
10.00 Credits
Member Price: $189
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. This course enables the accountant to cut through the jargon to understand the legal concepts, communicate a real-world explanation to clients and serve, in some instances, as an advisor to them. After taking this course, practitioners will feel more confident to serve in a fiduciary capacity. Updated for developments relative to estate taxation.Note: This is a downloadable self-study course.
Surgent's How to Settle an Estate: An Overview
Available Until
Online
2.00 Credits
Member Price: $49
This course discusses the legal issues in probating and contesting a will, plus the practical issues involved when settling an estate - marshaling of assets, payment of creditors and distribution and accounting to beneficiaries. Inventory of estate assets is also discussed.Note: This is a downloadable self-study course.
Surgent's Implementing Subscription Pricing to Your Practice
Available Until
Online
2.00 Credits
Member Price: $109
This course is designed to provide accountants with a comprehensive understanding of the subscription pricing model. As the business world increasingly shifts toward subscription-based models, it's crucial for accountants to understand the financial implications and strategies associated with this pricing approach. This course will cover the basics of subscription pricing, how to set prices and how to analyze the financial impacts of these decisions, as well as the specific impacts to your business. By the end of this course, participants will be equipped with the knowledge and skills to effectively manage the implementation of subscription pricing to their practice.Note: This is an on-demand webcast self-study course.
Surgent's Improve Design & Productivity With Excel Tables
Available Until
Online
2.00 Credits
Member Price: $89
Excel tables are a fundamental feature that streamlines data organization, analysis and visualization in Excel. Throughout this course, you will discover how to transform raw data into elegant, efficient and visually appealing tables. By harnessing the full potential of Excel tables, you will be able to make better data-driven decisions and collaborate more effectively in various professional settings. Unlock the full potential of Excel tables to revolutionize the way you manage, analyze and present data, leading to improved efficiency and better decision-making in your personal and professional endeavors. Note: This is an on-demand webcast self-study course.
Surgent's Improve Spreadsheets by Building Controls in Excel
Available Until
Online
2.00 Credits
Member Price: $109
In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes and maximize accuracy.Note: This is an on-demand webcast self-study course.
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
Available Until
Online
2.00 Credits
Member Price: $89
Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company's competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors that prevent our companies from being as streamlined as they could be. By using statistics and survey data, we will attempt to show how to better negotiate and navigate budgeting and contracting decisions. We will also discuss financial statement analysis techniques, benchmarking and cash flow management in an effort to better cut costs and maintain the long-run viability of an organization.Note: This is an on-demand webcast self-study course.
Surgent's Increase Success by Understanding People
Available Until
Online
1.00 Credits
Member Price: $49
As finance professionals we often have dual responsibilities, to use our technical skills and also to exercise our leadership skills to lead a department. But we are often not sufficiently trained in the second and sometimes most important, skill set. This short program takes an in-depth look at a proven model designed to help us understand both ourselves and other people. In so doing, we gain the skill to lead better, handle problem employees and coworkers and significantly gain upward mobility within the organization.Note: This is an on-demand webcast self-study course.
Surgent's Increase the Efficiency of Your Organization
Available Until
Online
1.00 Credits
Member Price: $49
There are only two things that any organization needs to accomplish for success: serve the customer well and do it efficiently. This short program will concentrate on the efficiency side, which is always near and dear to the heart of the financial professional. We will develop a well-proven program to increase efficiency in a way that is both embraced by employees and has been found to work. By following this simple formula, any organization can become more efficient. Note: This is an on-demand webcast self-study course.
Surgent's Individual & Financial-Planning Tax Camp
Available Until
Online
8.00 Credits
Member Price: $159
Each year brings its own set of tax planning challenges and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. This material is continuously updated for recent legislation impacting individual taxpayers.Note: This is a downloadable self-study course.
Surgent's Individual & Financial-Planning Tax Camp
Available Until
Online
8.00 Credits
Member Price: $199
Each year brings its own set of tax planning challenges and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. This material is continuously updated for recent legislation impacting individual taxpayers.Note: This is an on-demand webcast self-study course.
Surgent's Individual Income Tax Fundamentals
Available Until
Online
20.00 Credits
Member Price: $270
This course will take new and administrative staff from the most basic concepts to a full understanding of individual tax return preparation -- just in time for the crunch of busy season! Updated for impacts of recent legislation to ensure you stay up to date on the latest regulations and guidance. The course builds from a strong technical foundation, to prepare simple, to moderate, to complicated individual tax returns. Note: This is a downloadable self-study course.
Surgent's Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer
Available Until
Online
10.00 Credits
Member Price: $189
This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Continuously updated for the latest legislation, including the Inflation Reduction Act, American Rescue Plan Act, the Consolidated Appropriations Act of 2021, the CARES Act, the SECURE Act and the Tax Cuts and Jobs Act of 2017.Note: This is a downloadable self-study course.
