Calendar of Events
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0 events,
5 events,
Surgent’s Perplexing Financial and Economic Issues for the CFO/Controller (SU0122/23)
Surgent’s Perplexing Financial and Economic Issues for the CFO/Controller (SU0122/23)
For CFOs and Controllers, the emergence of regulatory, fiscal, and…...
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0123/23)
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0123/23)
This is indeed another year of significant change in the…...
The Best Individual Income Tax Update Course by Surgent (SU0119/23)
The Best Individual Income Tax Update Course by Surgent (SU0119/23)
This highly informative course comprehensively covers all the latest tax…...
8 events,
Surgent’s Preparing Not-for-Profit Financial Statements (SU0125/23)
Surgent’s Preparing Not-for-Profit Financial Statements (SU0125/23)
In order to prepare accurate and effective not-for-profit financial statements,…...
Surgent’s Use the Data Model to Build More Powerful PivotTables (SU0127/23)
Surgent’s Use the Data Model to Build More Powerful PivotTables (SU0127/23)
Do you love PivotTables? Of course, we all do! Traditional…...
9 events,
Surgent’s IRS Tax Examinations and Hot Issues (SU0136/23)
Surgent’s IRS Tax Examinations and Hot Issues (SU0136/23)
Due to IRS issue focused examinations, Accounting and Finance Professionals…...
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SU0132/23)
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SU0132/23)
This course is designed as a comprehensive guide to the…...
Surgent’s Audits of 401(k) Plans: New Developments and Critical Issues (SU0133/23)
Surgent’s Audits of 401(k) Plans: New Developments and Critical Issues (SU0133/23)
One of the most favored employee benefit plans, the 401(k)…...
5 events,
Surgent’s Succession Planning for the Small Business Owner: Finding the Exit Ramp (SU0142/23)
Surgent’s Succession Planning for the Small Business Owner: Finding the Exit Ramp (SU0142/23)
The life cycle of the small business can be summed…...
Surgent’s Basics of the Valuation of a Closely Held Business (SU0143/23)
Surgent’s Basics of the Valuation of a Closely Held Business (SU0143/23)
An understanding of the basics of business valuation is an…...
The Best Federal Tax Update Course by Surgent (SU0141/23)
The Best Federal Tax Update Course by Surgent (SU0141/23)
In this continually revised course, tax advisors will be fully…...
2 events,
Surgent’s Examining ASC 842, Leases: More Than Meets the Eye (SU0147/23)
Surgent’s Examining ASC 842, Leases: More Than Meets the Eye (SU0147/23)
Implementing ASU No. 2016-02, Leases (Topic 842) is sure to…...
The Best Individual Income Tax Update Course by Surgent (SU0146/23)
The Best Individual Income Tax Update Course by Surgent (SU0146/23)
This highly informative course comprehensively covers all the latest tax…...
0 events,
11 events,
Surgent’s Project Management: Tips, Tricks, and Traps (SU0157/23)
Surgent’s Project Management: Tips, Tricks, and Traps (SU0157/23)
This past year has shown us the need for numerous…...
Financial Statement Disclosures: A guide for small and Medium- Sized Busin (GSM4/23)
Financial Statement Disclosures: A guide for small and Medium- Sized Busin (GSM4/23)
A clear and concise set of proper financial statement disclosures…...
Surgent’s Applying ASC 820: The Basics of Fair Value Accounting (SU0152/23)
Surgent’s Applying ASC 820: The Basics of Fair Value Accounting (SU0152/23)
While once thought just to apply to banking and financial…...
12 events,
Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SU0159/23)
Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SU0159/23)
Don't just wing it when you can soar! To catch…...
Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (HMBI) (HMBI2/23)
Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (HMBI) (HMBI2/23)
The most difficult concepts to master when dealing with flow-through…...
Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S corps, LLC and Partnerships (HMBI/23)
Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S corps, LLC and Partnerships (HMBI/23)
The most difficult concepts to master when dealing with flow-through…...
11 events,
Surgent’s U.S. Taxation of Foreign Corporations: A Case Study Approach (SU0176/23)
Surgent’s U.S. Taxation of Foreign Corporations: A Case Study Approach (SU0176/23)
This course is a case study designed to provide a…...
Yellow Book and Single Audits: How to Stay in Good Graces and Out Of Bad Places with Your Peer Reviewer (YBS4/23)
Yellow Book and Single Audits: How to Stay in Good Graces and Out Of Bad Places with Your Peer Reviewer (YBS4/23)
If you perform Yellow Book audits and/or single audits, it…...
Surgent’s Individual and Financial-Planning Tax Camp (SU0172/23)
Surgent’s Individual and Financial-Planning Tax Camp (SU0172/23)
Each year brings its own set of tax planning challenges,…...
9 events,
Surgent’s Construction Contractors: Accounting and Financial Reporting Issues (SU0179/23)
Surgent’s Construction Contractors: Accounting and Financial Reporting Issues (SU0179/23)
Accounting and financial reporting for construction contractors may be the…...
Surgent’s Industry Accountant Toolkit (SU0181/23)
Surgent’s Industry Accountant Toolkit (SU0181/23)
This course will explore some of the most essential tools…...
Surgent’s Advanced Audits of 401(k) Plans: Best Practices and Current Developments (SU0177/23)
Surgent’s Advanced Audits of 401(k) Plans: Best Practices and Current Developments (SU0177/23)
As we saw from the recent United States Department of…...
5 events,
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0185/23)
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0185/23)
This is indeed another year of significant change in the…...
Surgent’s Summary and Analysis of the Inflation Reduction Act of 2022 (SU0187/23)
Surgent’s Summary and Analysis of the Inflation Reduction Act of 2022 (SU0187/23)
Throughout much of 2022, it was very doubtful whether any…...
Surgent’s Ins and Outs of Health Savings Accounts (SU0186/23)
Surgent’s Ins and Outs of Health Savings Accounts (SU0186/23)
Health savings accounts (HSAs) are an effective way for employers…...
2 events,
The Best Federal Tax Update Course by Surgent (SU0190/23)
The Best Federal Tax Update Course by Surgent (SU0190/23)
In this continually revised course, tax advisors will be fully…...
Surgent’s Individual and Financial-Planning Tax Camp (SU0191/23)
Surgent’s Individual and Financial-Planning Tax Camp (SU0191/23)
Each year brings its own set of tax planning challenges,…...
0 events,
7 events,
Surgent’s IRS Tax Examinations and Hot Issues (SU0196/23)
Surgent’s IRS Tax Examinations and Hot Issues (SU0196/23)
Due to IRS issue focused examinations, Accounting and Finance Professionals…...
The Best Individual Income Tax Update Course by Surgent (SU0193/23)
The Best Individual Income Tax Update Course by Surgent (SU0193/23)
This highly informative course comprehensively covers all the latest tax…...
Surgent’s Unconscious Bias for Managers, Supervisors, and Executives (SU0192/23)
Surgent’s Unconscious Bias for Managers, Supervisors, and Executives (SU0192/23)
Understanding unconscious bias is key to creating an inclusive workplace…...
13 events,
Ethical Considerations for CPAs (ETH/23)
Ethical Considerations for CPAs (ETH/23)
CPAs today face greater challenges than ever to maintain the…...
Surgent’s Budgets, Forecasts, and Forward-Looking Cash Flow Projections in a Post-Pandemic Environment (SU0201/23)
Surgent’s Budgets, Forecasts, and Forward-Looking Cash Flow Projections in a Post-Pandemic Environment (SU0201/23)
The COVID-19 pandemic has had many far-reaching implications. In addition…...
Surgent’s Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (SU0207/23)
Surgent’s Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (SU0207/23)
Section 199A is still the hottest tax topic related to…...
10 events,
LIVE Annual Accounting and Auditing Update (AAAU/23)
LIVE Annual Accounting and Auditing Update (AAAU/23)
Designed for accounting and attestation practitioners at all levels in…...
Surgent’s Required Minimum Distributions: Compliance and Planning (SU0215/23)
Surgent’s Required Minimum Distributions: Compliance and Planning (SU0215/23)
Required minimum distributions (RMDs) from employer retirement plans and IRAs…...
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SU0209/23)
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SU0209/23)
This year practitioners need to keep abreast of tax changes…...
6 events,
The Best Federal Tax Update Course by Surgent (SU0219/23)
The Best Federal Tax Update Course by Surgent (SU0219/23)
In this continually revised course, tax advisors will be fully…...
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0222/23)
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0222/23)
This is indeed another year of significant change in the…...
Surgent’s Basic Estate Administration for CPAs and FAs (SU0218/23)
Surgent’s Basic Estate Administration for CPAs and FAs (SU0218/23)
Some CPAs & FAs might focus on estate administration; however,…...
10 events,
The CFO Series: Todays Staff Retention (CFOS/23)
The CFO Series: Todays Staff Retention (CFOS/23)
Why do your best employees leave? Does it seem like…...
Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SU0231/23)
Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SU0231/23)
Planning may be one of the most important assignments of…...
Best Practices in Not-for-Profit Accounting and Reporting (BPN4/23)
Best Practices in Not-for-Profit Accounting and Reporting (BPN4/23)
Don’t just wing it when you can soar! To catch…...
0 events,
0 events,
0 events,
11 events,
Ethics and Professional Conduct: Updates and Practical Applications (CL4GRE/23)
Ethics and Professional Conduct: Updates and Practical Applications (CL4GRE/23)
This CPE course provides a timely update and refresher on…...
Becoming an AICPA Peer Review Team or Review Captain: Case Study Applicati (PRTC23/23)
Becoming an AICPA Peer Review Team or Review Captain: Case Study Applicati (PRTC23/23)
Apply your knowledge of the AICPA’s Peer Reviewer program to…...
Surgent’s Key Current Financial and Economic Issues Facing the Financial Executive (SU0234/23)
Surgent’s Key Current Financial and Economic Issues Facing the Financial Executive (SU0234/23)
The course explores the challenges of the current economic trends…...
9 events,
Surgent’s Critical Issues Involving Taxation of Construction Contractors (SU0245/23)
Surgent’s Critical Issues Involving Taxation of Construction Contractors (SU0245/23)
Many consider taxation of construction contractors to be the most…...
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SU0240/23)
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SU0240/23)
This course is designed as a comprehensive guide to the…...
8 events,
Managing Partner Roundtable (MPR/23)
Managing Partner Roundtable (MPR/23)
Join managing partners and solo practitioners in having a discussion.…...
Surgent’s Top Ten Questions from Partnership Clients Regarding the Section 754 Election (SU0252/23)
Surgent’s Top Ten Questions from Partnership Clients Regarding the Section 754 Election (SU0252/23)
This program is an in-depth analysis of the Section 754…...
Surgent’s A Complete Guide to the Yellow Book (SU0249/23)
Surgent’s A Complete Guide to the Yellow Book (SU0249/23)
If you work with governments and not-for-profits, a thorough understanding…...
10 events,
This Year’s Top Tax and Financial-Planning Ideas (IEF4/23)
This Year’s Top Tax and Financial-Planning Ideas (IEF4/23)
With tax rates for individuals, estates and trusts changing, tax…...
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SU0262/23)
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SU0262/23)
In today's rapidly changing world, finance professionals are required to…...
Surgent’s The Most Critical Challenges in Governmental Accounting Today (SU0261/23)
Surgent’s The Most Critical Challenges in Governmental Accounting Today (SU0261/23)
With the leasing standard and other standards looming, now is…...
1 event,
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SU0263/23)
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SU0263/23)
This year practitioners need to keep abreast of tax changes…...
0 events,
9 events,
The Best Federal Tax Update Course by Surgent (SU0265/23)
The Best Federal Tax Update Course by Surgent (SU0265/23)
In this continually revised course, tax advisors will be fully…...
Surgent’s Strategies for Maximizing Social Security Benefits (SU0269/23)
Surgent’s Strategies for Maximizing Social Security Benefits (SU0269/23)
As the population of the United States ages, tax practitioners…...
5 events,
Assessing the Risk of Fraud in a Financial Statement Audit (ARF8/23)
Assessing the Risk of Fraud in a Financial Statement Audit (ARF8/23)
The Association of Certified Fraud Examiners says that there is…...
The Best Individual Income Tax Update Course by Surgent (SU0273/23)
The Best Individual Income Tax Update Course by Surgent (SU0273/23)
This highly informative course comprehensively covers all the latest tax…...
Surgent’s Managing Up the Ladder (SU0274/23)
Surgent’s Managing Up the Ladder (SU0274/23)
It's not about top-down management anymore - things have changed.…...
9 events,
Surgent’s Buying and Selling a Business: Tax and Structuring Overview (SU0281/23)
Surgent’s Buying and Selling a Business: Tax and Structuring Overview (SU0281/23)
One of the major transactions CPA clients are faced with…...
Partnership and LLC Core Tax Issues From Formation Through Liquidation (PLTI/23)
Partnership and LLC Core Tax Issues From Formation Through Liquidation (PLTI/23)
As they gain more experience, staff are expected to take…...
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SU0276/23)
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SU0276/23)
This year practitioners need to keep abreast of tax changes…...
7 events,
Surgent’s Key Current Financial and Economic Issues Facing the Financial Executive (SU0289/23)
Surgent’s Key Current Financial and Economic Issues Facing the Financial Executive (SU0289/23)
The course explores the challenges of the current economic trends…...
The Best Federal Tax Update Course by Surgent (SU0285/23)
The Best Federal Tax Update Course by Surgent (SU0285/23)
In this continually revised course, tax advisors will be fully…...
Surgent’s Food, Beverage, and Entertainment Expensing (SU0287/23)
Surgent’s Food, Beverage, and Entertainment Expensing (SU0287/23)
The IRS has recently issued final regulations regarding the TCJA's…...
3 events,
Surgent’s Introduction to Forensic Accounting (SU0293/23)
Surgent’s Introduction to Forensic Accounting (SU0293/23)
Forensic accounting encompasses fraud investigation and prevention, as well as…...
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0292/23)
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0292/23)
This is indeed another year of significant change in the…...
Surgent’s Guide to Partner Capital Account Reporting (SU0291/23)
Surgent’s Guide to Partner Capital Account Reporting (SU0291/23)
Tax practitioners are responsible for presenting partner capital accounts on…...
0 events,
0 events,
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