WICPA CPE & Special Event Catalog
Surgent's Achieving High Levels of Compliance & Customer Service in Your Organization
Available Until
Online
4.00 Credits
Member Price: $129
Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an analytical standpoint, proving why they are necessary for both for-profit and nonprofit businesses to achieve success.Note: This is an on-demand webcast self-study course.
Surgent's Achieving High Levels of Compliance & Customer Service in Your Organization
Available Until
Online
4.00 Credits
Member Price: $79
Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an analytical standpoint, proving why they are necessary for both for-profit and nonprofit organizations to achieve success.Note: This is a downloadable self-study course.
Surgent's A Complete Guide to Offers in Compromise
Available Until
Online
2.00 Credits
Member Price: $109
This course is designed to assist practitioners in preparing Offers in Compromise (OIC). After this course, you should have an understanding of how proper planning can make a significant difference in the amount eventually paid to the IRS and the resulting financial well-being of your client. This program covers the basics, from choosing the proper forms to utilize through the filing of an appeal if necessary. We will also explain how to increase your chances of having your OIC approved by the IRS by going over the complexities involved.Note: This is an on-demand webcast self-study course.
Surgent's A Complete Guide to the Yellow Book
Available Until
Online
8.00 Credits
Member Price: $199
If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.Note: This is an on-demand webcast self-study course.
Surgent's A Complete Guide to the Yellow Book
Available Until
Online
8.00 Credits
Member Price: $159
If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. Updated for the 2024 Yellow Book revision, the course materials utilize a highly illustrative and innovative format. Over 20 focused exercises are included to provide an enhanced knowledge of the Yellow Book.Note: This is a downloadable self-study course.
Surgent's A Complete Tax Guide to Exit Planning
Available Until
Online
2.00 Credits
Member Price: $109
When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various strategies to consider when advising on exiting a business.Note: This is an on-demand webcast self-study course.
Surgent's Adapting to Today's Changing Accounting Landscape
Available Until
Online
1.00 Credits
Member Price: $49
The field of accounting is undergoing rapid evolution in response to a complex interplay of technological advancements, regulatory reforms, economic fluctuations and shifting societal dynamics. In this course, we will explore the major challenges and opportunities currently facing accountants and we will equip you with the knowledge and skills needed to excel in this dynamic environment. Note: This is an on-demand webcast self-study course.
Surgent's Advanced Audits of 401(k) Plans: Best Practices & Current Developments
Available Until
Online
8.00 Credits
Member Price: $199
Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with SAS 136 and other recently issued SASs. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments and plan mergers and acquisitions.Note: This is an on-demand webcast self-study course.
Surgent's Advanced Critical Tax Issues for Limited Liability Companies & Partnerships
Available Until
Online
10.00 Credits
Member Price: $159
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.Note: This is a downloadable self-study course.
Surgent's Advanced Critical Tax Issues for Limited Liability Companies & Partnerships
Available Until
Online
10.00 Credits
Member Price: $199
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.Note: This is an on-demand webcast self-study course.
Surgent's Advanced Critical Tax Issues for S Corporations
Available Until
Online
10.00 Credits
Member Price: $189
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.Note: This is a downloadable self-study course.
Surgent's Advanced Critical Tax Issues for S Corporations
Available Until
Online
8.00 Credits
Member Price: $199
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.Note: This is an on-demand webcast self-study course.
Surgent's Advanced Individual Income Tax Return Issues
Available Until
Online
12.00 Credits
Member Price: $219
Most accounting and financial professionals 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.Note: This is a downloadable self-study course.
Surgent's Advanced Individual Income Tax Return Issues
Available Until
Online
8.00 Credits
Member Price: $199
Most accounting and financial professionals 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.Note: This is an on-demand webcast self-study course.
Surgent's Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under 754 & Related Provisions
Available Until
Online
6.00 Credits
Member Price: $119
This course explores the practical issues in the many instances in which a step-up in basis can create tax advantages for partners and members. This course includes case studies to illustrate the critical points.Note: This is a downloadable self-study course.
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
Available Until
Online
4.00 Credits
Member Price: $129
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?Note: This is an on-demand webcast self-study course.
Surgent's A Guide to Auditing Common Investments
Available Until
Online
2.00 Credits
Member Price: $89
Many small- and mid-size entities hold fewer complex investments including alternative investments. This module will provide an overview for evaluating the proper recognition, measurement and disclosure of common investment types as well as how to audit them. Derivatives and other more complex investments will be discussed in another module. (Please Note: This module is part of Surgent's Audit Skills Training: Level II.)Note: This is an on-demand webcast self-study course.
Surgent's A Guide to Gig Economy Tax Issues
Available Until
Online
2.00 Credits
Member Price: $89
The IRS defines the "gig economy" as people earning income providing on-demand work, services, or goods on either a part-time or full-time basis. The economic times we live in are changing and tax practitioners must learn how the rules apply in this new gig economy. The tax rules that apply to gig workers challenge traditional ideas of who is an employee and who is an independent contractor and tax practitioners must have the knowledge to make this determination. This program addresses federal and state tax issues tax practitioners must address with clients and their own workers. Note: This is an on-demand webcast self-study course.
Surgent's A Guide to Nonqualified Deferred Compensation
Available Until
Online
2.00 Credits
Member Price: $89
This course is designed to provide a deep understanding of NQDC plans, focusing on the regulations, tax nuances and strategies to understand to effectively advise clients. Participants will learn about the key features of NQDC plans, their differences from qualified retirement plans and the compliance requirements under IRC Section 409A and other relevant regulations. The course will cover the taxation of NQDC plans, including income recognition, FICA and federal/state taxes, for both employers and employees. Attendees will explore various types of NQDC plans and discuss their unique features and benefits. The course will also delve into financing and funding options for NQDC plans and provide guidance on developing and implementing effective planning strategies based on participant demographics, company objectives and tax efficiency. By the end of the course, participants will have the knowledge and tools to properly advise clients on NQDC plans to maximize benefits while ensuring compliance with regulations.Note: This is an on-demand webcast self-study course.
Surgent's AICPA Update
Available Until
Online
2.00 Credits
Member Price: $49
Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides an overview of recently issued AICPA auditing and attest standards that will be effective for December 31, 2022 audits and beyond. Next, the course will review ethics interpretations recently issued by the Professional Ethics Executive Committee and review the current status of the AICPA's proposed Statements on Quality Control Standards.Note: This is a downloadable self-study course.
