WICPA CPE & Special Event Catalog
Surgent's S Corporation, Partnership & LLC Tax Update
Available Until
Online
4.00 Credits
Member Price: $79
If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, 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.Note: This is a downloadable self-study course.
Surgent's S Corporation Taxation: Advanced Issues
Available Until
Online
4.00 Credits
Member Price: $79
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.Note: This is a downloadable self-study course.
Surgent's S Corporation Taxation: Advanced Issues
Available Until
Online
4.00 Credits
Member Price: $129
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.Note: This is an on-demand webcast self-study course.
Surgent's SEC Form 8-K: When to File & What to Disclose
Available Until
Online
4.00 Credits
Member Price: $79
This course provides an overview of the SEC Form 8-K. This is a broad form used to notify investors in U.S. publicly traded companies of certain events that may be important - generally within four business days of the respective triggering event. This course provides a detailed look at the events that require a Form 8-K filing, the relevant disclosures and presents a number of examples to help illustrate disclosure of these events.Note: This is a downloadable self-study course.
Surgent's SEC Hot Topics: MD&A & Non-GAAP Financial Measures
Available Until
Online
5.00 Credits
Member Price: $44.99
This course provides an overview of two of the most popular SEC topics which result in comment letters from the SEC. This includes a discussion of management's discussion and analysis (MD&A) as well as Non-GAAP Financial Measures. These two areas consistently rank in the Top 10 for the most frequent comment letters issued to public companies by the SEC.Note: This is a downloadable self-study course.
Surgent's Section 199A: Applications & Challenges
Available Until
Online
4.00 Credits
Member Price: $79
Section 199A has been with us since the Tax Cuts and Jobs Act of 2017 was passed. Your clients look to you for explanations and best practices to maximize the 20 percent deduction. Pass-through entities and real estate investors stand to benefit from valuable tax cuts. The average practitioner cannot afford to be uninformed on Section 199A. This program incorporates the experiences of many tax practitioners since the creation of Section 199A related to the calculation and application of this deduction. This course will cover all relevant facets and nuances of the deduction, as well as implementation issues and lessons that will be useful in advising clients this year. This program will include all relevant IRS guidance.Note: This is a downloadable self-study course.
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships & LLCs
Available Until
Online
2.00 Credits
Member Price: $89
When a purchaser buys an existing partner's partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside basis). If the partnership's assets have appreciated sufficiently, the difference between the new partner's inside and outside basis can be substantial. This disparity can deprive the new partner of depreciation deductions and inflate his or her share of the gain from subsequent property dispositions unless a Section 754 election is in effect. The Section 754 election can also apply when a partnership makes a distribution of property and the basis of the distributed property to the partnership and the basis the partner/distributee will take in the distributed property are not equal. In this case, a partnership can recover basis it would otherwise lose if the 754 election were not in effect. Note: This is an on-demand webcast self-study course.
Surgent's Securing a Comfortable Retirement
Available Until
Online
6.00 Credits
Member Price: $119
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.Note: This is a downloadable self-study course.
Surgent's Securing a Comfortable Retirement in the Age of Spending
Available Until
Online
12.00 Credits
Member Price: $219
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.Note: This is a downloadable self-study course.
Surgent's Securing a Comfortable Retirement in the Age of Spending
Available Until
Online
8.00 Credits
Member Price: $199
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.Note: This is an on-demand webcast self-study course.
Surgent's Selected Issues in Preparation of 1040 Individual Income Tax Returns
Available Until
Online
10.00 Credits
Member Price: $189
This course provides new staff accountants, data processing employees, para-professionals and bookkeepers a study into some of the more complicated issues they may face in tax return preparation. Updated for impacts of recent legislation, including the SECURE Act 2.0, the Inflation Reduction Act, CARES Act, Consolidated Appropriations Act of 2021 (CAA 2021), ARPA, TCJA and SECURE Act.Note: This is a downloadable self-study course.
Surgent's Select Estate & Life Planning Issues for the Middle-Income Client
Available Until
Online
4.00 Credits
Member Price: $79
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.Note: This is a downloadable self-study course.
Surgent's Select Estate & Life Planning Issues for the Middle-Income Client
Available Until
Online
4.00 Credits
Member Price: $129
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.Note: This is an on-demand webcast self-study course.
Surgent's Service Organization Control Reports: A User Auditor View
Available Until
Online
2.00 Credits
Member Price: $89
As entities continue to outsource financially significant processes, auditors will need to rely on third party assessments of the effectiveness of the controls over these processes. These assessments are called SOC1 reports. Understanding the scope, level of testing and results of such reports is critical to the successful completion of any financial statement audit. In this course, we'll review the relevant information which auditors need to know about SOC1s, including their professional standards guidance, scope (Type 1 or 2), coverage and user auditor response to control deficiencies identified by the service auditor. Note: This is an on-demand webcast self-study course.
Surgent's Single Auditing Made Simple
Available Until
Online
8.00 Credits
Member Price: $199
Single auditing can seem complex. With thousands of pages of potential AICPA, GAO and OMB literature coming together for the audit of one client, auditors can easily lose focus and confidence in what they are supposed to do; however, it does not have to be that way. This course is designed to sharpen your skills and knowledge in performing single audits and eliminate wasted efforts.Note: This is an on-demand webcast self-study course.
Surgent's Six Common Barriers to Investment Success
Available Until
Online
2.00 Credits
Member Price: $89
Many of us expect to use logic when it comes to how we allocate our investments. The adage of "buy low, sell high" is a saying that makes logical sense. So, why do we always seem to do the opposite? Every day we are faced with decisions and we are often influenced by two seemingly opposing voices that come from two different parts of our brain. The frontal cortex processes lots of information to help us make logical and informed choices. But there's also a small part of the brain, known as the reflexive brain, that is responsible for emotions and survival instincts. Often, this reflexive brain can have a detrimental effect on the way we handle our investments. This course will discuss some behavioral biases that affect our financial decisions. As humans, we need to be aware of how our reflexive behavior impacts our investment decision-making ability. By uncovering and understanding these biases, we may have a better chance of meeting our long-term financial goals.Note: This is an on-demand webcast self-study course.
Surgent's Skills to Enhance Personal & Professional Networks
Available Until
Online
2.00 Credits
Member Price: $89
Managing a strong network is one of the most important things you can do to grow professionally. Yet despite its importance, maintaining an effective network is often not taught in undergraduate and graduate schools. The good news is that managing and growing a network is easier than it sounds. In fact, most professionals have some level of basic networking skills simply from helping someone find a job, attending an industry conference, or seeking professional connections through social media. Effective networking involves more than simply collecting contacts. Strong networks should be relevant to your career and consist of people you trust. Personal networks are just as important as professional networks and the two often overlap. In this course, we explore ways to strengthen and grow networks by examining proven strategies that have helped individuals meet their personal and professional goals. Note: This is an on-demand webcast self-study course.
Surgent's Small-Business Accounting, Audit & Attest Update
Available Until
Online
4.00 Credits
Member Price: $79
Specifically tailored for practitioners who not only perform audits but provide other attest and nonattest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, auditing and SSARS standards, as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations to help you understand and apply the new guidance and will get you up to speed on the things that are most important to your smaller and medium-sized clients. This course covers recently released FASB ASUs, AICPA Auditing Standards, AICPA SSARSs and the not yet effective Statements on Quality Management Standards (SQMS). Lastly, we will cover ongoing issues and pain points following ASC 842 becoming effective.Note: This is a downloadable self-study course.
Surgent's Social Security: Dispelling Common Myths With Essential Truths
Available Until
Online
2.00 Credits
Member Price: $109
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to maximize these coveted monthly benefits. Join Heather Schreiber, RICP, NSSA, IRMAACP, founder of HLS Retirement Consulting, LLC and author of Social Security Advisor, as she dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients confidently navigate their claiming age decisions, equipped with the essential truths they should consider before pushing the Social Security "on" button. Note: This is an on-demand webcast self-study course.
Surgent's Social Security & Medicare: Planning for You & Your Clients
Available Until
Online
12.00 Credits
Member Price: $219
Social Security seems poised for changes in benefits and eligibility age. 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.Note: This is a downloadable self-study course.
