BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.17.3//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:South Carolina Association of CPAs X-ORIGINAL-URL:https://sc.cpa X-WR-CALDESC:Events for South Carolina Association of CPAs REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Detroit BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20280312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20281105T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T015012Z CREATED:20260807T015012Z LAST-MODIFIED:20260807T015012Z UID:10006852-1814356800-1814356800@sc.cpa SUMMARY:(SSAA182/27) Surgent's Compilations\, Reviews\, and Preparations: Engagement Performance and Annual Update DESCRIPTION:Event Description\nSpecifically designed for preparation\, compilation\, and review practitioners\, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation\, compilation\, and review engagements. You will learn the ins and outs of applying SSARS No. 21\, Clarification and Recodification\, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26\, the entire suite of quality management standards is discussed.However\, knowing the standards is not enough. You need to be able to effectively apply them. To support this\, the course will review recent peer review feedback on SSARS engagements\, providing insights on how to successfully apply this guidance.Not only will this course bring you up to date on SSARS requirements and guidance\, but more importantly\, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional\, ethical\, and technical requirements. \nDesigned For\nAccounting practitioners and their staff performing and managing compilation\, preparation\, and review engagement services \nObjectives\n\nUnderstand and apply SSARS No. 21\, Clarification and Recodification\n Be familiar with changes due to the issuance of SSARS Nos. 22-26\n Be familiar with compilation and review program examples and disclosure illustrations\n Identify and apply compilation\, preparation\, and review procedures\n Be aware of the most recent compilation and review reports and other communications\n Utilize hands-on examples and illustrations to increase your overall understanding and application of the material\n\nMajor Subjects\nSSARS No. 21\, Clarification and Recodification\, and updates to SSARS No. 21 due to the issuance of SSARS No. 23\, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22\, Compilation of Pro Forma Financial Information SSARS No. 24\, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 25\, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26\, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation\, compilation\, and review engagements Reporting and disclosure illustrations for each level of service\, including attesting on personal financial statements\, prescribed form\, special purpose frameworks\, and other engagement variations Other communication requirements\, such as sample engagement letters and management representation letters \nInstructions\nNone URL:https://sc.cpa/event/ssaa182-27-surgents-compilations-reviews-and-preparations-engagement-performance-and-annual-update/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T015017Z CREATED:20260807T015017Z LAST-MODIFIED:20260807T015017Z UID:10006854-1814356800-1814356800@sc.cpa SUMMARY:(SSAA252/27) Surgent's Quarterly Fraud Update (Original Air Date: 12/6/24) DESCRIPTION:Event Description\nFraud continues to be at record highs. According to NASDAQ’s Global Financial Crime Report\, fraud schemes and bank frauds led to global losses of over $485 billion. Four of the most cited frauds were customer fraud\, cybercrime\, asset misappropriation\, and bribery and corruption. From global banking giants to local charities and mom-and-pop shops\, no entities are immune from fraud\, even from their most trusted employees and leaders. It is critical for all organizations to learn fraud detection and prevention strategies to protect themselves from becoming the next fraud victims. CPAs and internal auditors must also learn how to detect fraud schemes before it’s too late. In this course\, we apply a case study approach to prepare you to spot fraud schemes that others have missed.In this quarterly fraud series\, follow our Surgent team as we explore and explain the latest fraud schemes and how accounting teams can better prevent and detect them. This course is designed to keep you up to date on the latest schemes and ways to protect your clients. \nDesigned For\nCPAs\, CFOs\, financial managers\, controllers\, and internal auditors who want to stay current on the latest fraud schemes and trends in prevention and detection methods \nObjectives\n\nUnderstand the latest fraud schemes\n Recognize red flags that could have identified the fraud scheme\n Understand the safeguards and controls that the entities could have used to prevent the fraud from occurring\n Apply the fraud triangle to gain a better understanding of the scheme\n\nMajor Subjects\nReview of case studies\, including the SEC X account hack\, the Starfish Transportation Inc. fraud\, and Morgan Stanley block trading leak Overview of red flags signalling fraud\, such as unusual trading patterns and inconsistent financial documentation Recommended preventative measures\, including increased whistleblower protections and regular compliance training \nInstructions\nNone URL:https://sc.cpa/event/ssaa252-27-surgents-quarterly-fraud-update-original-air-date-12-6-24/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T015113Z CREATED:20260807T015113Z LAST-MODIFIED:20260807T015113Z UID:10006855-1814356800-1814356800@sc.cpa SUMMARY:(SSTE144/27) Surgent's Tax and Advisory with Agentic AI DESCRIPTION:Event Description\nThis course examines how agentic AI is revolutionizing tax compliance\, planning\, and advisory services. Participants will explore real-world deployments by leading firms such as EY\, which has developed agents that handle millions of global tax transactions. The course also delves into cross-border compliance issues\, transfer pricing automation\, and emerging advisory models powered by agent-led simulations. Risks related to bias\, unauthorized practice\, and data privacy will be addressed\, with guidance on aligning autonomous operations with professional and regulatory standards. CPAs must understand these advancements to ensure tax compliance\, manage client expectations\, and mitigate professional liability risks when providing agent-assisted advisory services. \nDesigned For\nCPAs in public practice\, tax professionals\, advisory consultants\, international tax specialists\, financial executives\, CITP/CISA credential holders or aspirants\, and professionals interested in the impact of agentic systems on tax and advisory \nObjectives\n\nIdentify agentic AI applications in tax compliance\, planning\, and advisory\n Explain how autonomous agents interact with tax rules\, reporting systems\, and advisory workflows\n Analyze risks related to bias\, confidentiality\, and regulatory non-compliance\n Apply EU AI Act classifications and OECD guidance to AI-driven tax tools\n Recommend best practices for integrating agentic AI into client advisory services\n\nMajor Subjects\nAgent use in transfer pricing\, tax compliance automation\, and M&A due diligence Examples of agent deployment in global accounting firms Regulatory frameworks Governance and controls for autonomous tax tools Strategic advisory with agent-based scenario planning \nInstructions\nNone URL:https://sc.cpa/event/sste144-27-surgents-tax-and-advisory-with-agentic-ai/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T015116Z CREATED:20260807T015116Z LAST-MODIFIED:20260807T015116Z UID:10006856-1814356800-1814356800@sc.cpa SUMMARY:(SSTX144/27) Surgent's Depreciation Rules for Bonus and Section 179 Expensing DESCRIPTION:Event Description\nThe Tax Cuts and Jobs Act of 2017 (TCJA) had a tremendous impact on commercial real estate\, including liberalizing the depreciation provisions. Bonus depreciation was expanded and increased from 50 to 100 percent for qualifying assets placed in service beginning after September 27\, 2017\, through December 31\, 2022. After December 31\, 2022\, the deduction percentage for bonus depreciation began decreasing by 20 percent per year and would have been fully phased out after 2026. Thanks to the One Big Beautiful Bill Act (OBBBA) passed in 2025\, 100% bonus depreciation is now available on new and used assets. Because of changes in the OBBBA\, which has restored 100% bonus depreciation. increased the depreciation that can be taken under Section 179 and added a new\, important depreciation topic – qualified production property\, this topic is vital for tax practitioners advising business taxpayers. \nDesigned For\nAccounting and finance professionals who anticipate advising clients with respect to depreciation of business property \nObjectives\n\nPrepare for changes in the depreciation rules relating to bonus depreciation and Section 179\n Understand the Ins and out of depreciating qualified production property\n\nMajor Subjects\nThe OBBBA changes impacting bonus depreciation New Section 179 ceiling limitations When business property is subject to 100% bonus Qualified production property What is a qualified production activity? Recapture of depreciation on qualified production property \nInstructions\nNone URL:https://sc.cpa/event/sstx144-27-surgents-depreciation-rules-for-bonus-and-section-179-expensing/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T015418Z CREATED:20260807T015418Z LAST-MODIFIED:20260807T015418Z UID:10006861-1814356800-1814356800@sc.cpa SUMMARY:(SSAA100/27) Surgent's Introduction to the Audit Process and Risk Assessment DESCRIPTION:Event Description\nFinancial statement auditors are engaged to provide reasonable assurance that financial statements are not materially misstated\, whether due to fraud or error. Professional standards require auditors to obtain sufficient and appropriate evidence to support that opinion. It is critical for effective and efficient auditors to have a clear understanding of all the important elements and concepts related to a financial statement audit. (Please Note: This module is part of Surgent’s Audit Skills Training: Level 1.) \nDesigned For\nProfessionals new to auditing \nObjectives\n\nIdentify key elements of the audit process\n Communicate the importance of professional skepticism and professional judgment\n Identify and perform basic risk assessment procedures\n Identify the linkage between the risk assessment procedures\, team meeting\, risk assessment summary\, audit plan and further audit procedures\n Discuss the documentation requirements of AU-C 230 and AU-C 315\n\nMajor Subjects\nHistory of the financial statement audit Objective of a financial statement audit Audit Process and Linkage Management and the Auditor’s Responsibilities Evaluating Audit Risk Risk Assessment Process Risk Assessment Procedures Documentation \nInstructions\nNone URL:https://sc.cpa/event/ssaa100-27-surgents-introduction-to-the-audit-process-and-risk-assessment/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T015514Z CREATED:20260807T015513Z LAST-MODIFIED:20260807T015514Z UID:10006862-1814356800-1814356800@sc.cpa SUMMARY:(SSAA119/27) Surgent's Accounting and Auditing Revenue DESCRIPTION:Event Description\nRevenue is often one of the largest and most significant line items in a company’s financial statements. It is also the line item that is most susceptible to fraud. Further\, all companies reporting under U.S. GAAP have either recently completed or are completing their transition to a complex new accounting standard for recognizing revenue from contracts with customers\, ASC 606. Clearly it is imperative that all auditors have a detailed understanding of both ASC 606 and how to effectively audit revenue transactions.In this session of the Surgent Audit Skills Series\, we’ll review the key elements of ASC 606\, including the new disclosure requirements for private companies under the new standard. Then\, we’ll focus on how to audit revenue\, including the elements of an effective risk assessment related to revenue\, key controls over the revenue process and substantive procedures. This information with both provides you with the information to audit revenue effectively and efficiently and comply with relevant auditing standards related to revenue. (Please Note: This module is part of Surgent’s Audit Skills Training: Level 3.) \nDesigned For\nAccountants with responsibilities for auditing accounts receivable \nObjectives\n\nThe FASB’s comprehensive new revenue recognition guidance in ASC Topic 606\, Revenue from Contracts with Customers\n Explaining audit risks associated with revenue\n Discussing how to tailor the audit plan to assessed risks of material misstatement\n Recalling common substantive procedures related to revenue\n\nMajor Subjects\nTopic 606\, Revenue from Contracts with Customers\, including recently issued ASUs impacting Topic 606 The FASB’s new five-step revenue recognition model\, including hands-on examples and illustrations of the new guidance\, including presentation and disclosure requirements Performing an effective risk assessment related to revenue Common internal controls and substantive audit procedures related to revenue \nInstructions\nNone URL:https://sc.cpa/event/ssaa119-27-surgents-accounting-and-auditing-revenue/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T015616Z CREATED:20260807T015616Z LAST-MODIFIED:20260807T015616Z UID:10006866-1814356800-1814356800@sc.cpa SUMMARY:(SSTX299/27) Surgent's Weekly Expert Hour (Original Air Date: 9/09/21) DESCRIPTION:Event Description\nAs financial and tax professionals well know\, information overload is a constant struggle we face because things change quickly\, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a new weekly series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. We are all aware that the IRS\, along with other state and federal regulators\, is issuing guidance with increased frequency due to the coronavirus pandemic tax changes. New rules need to be analyzed\, dissected\, and explained more quickly than in days gone by so that our clients are kept informed of opportunities that may not last long. This weekly series will provide relevant and important tax and financial changes in a quick\, concise format. Each week\, Mike and his co-presenters will dispense news on current events impacting taxes\, finance\, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series. Please Note: CFP credit is not available for this course in 2021. \nDesigned For\nFinancial professionals who wish to be up to speed on the latest news affecting themselves and their clients \nObjectives\n\nBe well informed on current topics impacting taxes\, finance\, and industry\n\nMajor Subjects\nIRS letter commenting on PPP loan treatment for pass-through entities Tax relief for hurricane and flood victims Tax-exempt property: determining the appropriate class lives \nInstructions\nNone URL:https://sc.cpa/event/sstx299-27-surgents-weekly-expert-hour-original-air-date-9-09-21/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T015716Z CREATED:20260807T015716Z LAST-MODIFIED:20260807T015716Z UID:10006868-1814356800-1814356800@sc.cpa SUMMARY:(SSOT117/27) Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals DESCRIPTION:Event Description\nAccording to a recent study\, over 70% of accounting professionals suffer from burnout\, leading to feelings of exhaustion\, inefficiency\, and dissatisfaction with their careers. Recurring challenges for accounting and finance professionals include long hours\, repetitive work\, pressing client demands\, and changing rules and regulations. Together\, these conditions contribute to chronic workplace stress.Burnout is real\, and firms that ignore this common problem pay a high price. Nearly three out of five employees in accounting and finance professions report psychological harm from work-related stress\, including an overall feeling of lack of interest\, motivation\, or energy. Fortunately\, individuals and organizations are beginning to take career burnout more seriously\, especially in the post-pandemic era. This course looks at the causes of accounting burnout and examines strategies organizations are implementing to address and reduce a well-known but often overlooked problem. \nDesigned For\nAnyone in the accounting or financial service professions who seeks to gain a better understanding of the causes of burnout and strategies to reduce burnout within their organization \nObjectives\n\nRecognize the key indicators of employee burnout\n Understand the costs associated with professional burnout \n Identify and implement strategies to reduce burnout individually and at an organizational level\n Be familiar with the ways remote work can contribute to and/or alleviate burnout\n Understand the different approaches firms utilize to address burnout\n\nMajor Subjects\nThe causes of burnout in the accounting profession Effects of burnout on employee well-being Strategies to protect employee well-being in a highly demanding profession Organizational costs associated with employee burnout Tools used to measure employee well-being \nInstructions\nNone URL:https://sc.cpa/event/ssot117-27-surgents-understanding-and-managing-burnout-among-accounting-and-finance-professionals/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T015914Z CREATED:20260807T015914Z LAST-MODIFIED:20260807T015914Z UID:10006871-1814356800-1814356800@sc.cpa SUMMARY:(SSAA187/27) Surgent's Construction Contractors: Accounting and Financial Reporting Issues DESCRIPTION:Event Description\nAccounting and financial reporting for construction contractors may be the most difficult area to comply with the various standards. Construction engagements are\, in many instances\, more complicated than most lines of business due to the many users of the financial statements. In this course\, we will discuss why construction accounting and financial reporting is so complex and examine the relationship between the contractor and the surety\, both from an underwriting and a claims perspective. We will also explore what the surety looks for to maximize potential bond credit. \nDesigned For\nPractitioners who have construction clients and professionals in the construction industry who need to be up to date on the latest information \nObjectives\n\nRecognize accounting and financial reporting standards relevant to construction contractors\n\nMajor Subjects\nOverall landscape of the construction industry GAAP and recent changes affecting the construction industry FASB ASC 606 and its impact on the construction industry The unique relationship between the contractor and the surety FASB ASC 842 and its impact on the construction industry \nInstructions\nNone URL:https://sc.cpa/event/ssaa187-27-surgents-construction-contractors-accounting-and-financial-reporting-issues/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T020021Z CREATED:20260807T020020Z LAST-MODIFIED:20260807T020021Z UID:10006872-1814356800-1814356800@sc.cpa SUMMARY:(SSTE154/27) Surgent's Excel for Staff Level 3 - Build Reports and Analyze Data DESCRIPTION:Event Description\nThis is a comprehensive\, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather\, organize\, and structure data\, apply calculations to derive key metrics\, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application\, providing participants with guidance on Excel’s advanced tools and functions. By mastering workflows and best practices\, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally\, participants will explore methods to validate and share their work\, ensuring that reports are accurate\, insightful\, and easily communicated across teams. Whether you are tasked with preparing financial summaries\, tracking performance metrics\, or generating operational insights\, this course will equip you with the tools to maximize Excel’s potential\, saving time and improving the quality of your outputs. \nDesigned For\nAny Excel user that wants to maximize Excel’s potential to build reports\, saving time and improving the quality of your outputs \nObjectives\n\nApply Excel workflows to build efficient and accurate data reports\n Analyze data sets to calculate key performance metrics and insights\n Use Excel formatting tools to structure reports for clarity and professional presentation\n \n \n \n\nMajor Subjects\nThe steps for creating professional and functional; Best practices for compiling and cleaning data for accurate analysis Applying formulas and functions to calculate meaningful insights Strategies for using formatting tools to create; Data accuracy verification and potential error troubleshooting Methods for distributing reports effectively within your organization \nInstructions\nDownload the handout and practice material prior to course URL:https://sc.cpa/event/sste154-27-surgents-excel-for-staff-level-3-build-reports-and-analyze-data/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T020110Z CREATED:20260807T020110Z LAST-MODIFIED:20260807T020110Z UID:10006873-1814356800-1814356800@sc.cpa SUMMARY:(SSTE103/27) Surgent's Artificial Intelligence for Accounting and Finance Professionals DESCRIPTION:Event Description\nAccounting and finance professionals have used different forms of automation over the years to improve the efficiency and accuracy of their work. So far\, technology has not been able to replace the knowledge\, experience\, and decision-making of seasoned professionals. Times are rapidly changing. Today\, systems easily exceed humans in accuracy and consistency. Artificial intelligence (AI) brings opportunities for accountants and finance professionals in the short term to improve efficiency and accuracy\, while providing more value for businesses and customers alike. In the long term\, AI will offer profound changes to how professionals work and process data. This course is designed to review where we are and where we are headed in the world of AI. \nDesigned For\nAccounting and finance professionals seeking to understand the role of artificial intelligence today and in the future \nObjectives\n\nBe familiar with the fundamentals of artificial intelligence\n Recognize the different types of artificial intelligence in use today\n Understand how artificial intelligence will change the accounting and finance professions \n Be able to explain data security and privacy best practices \n\nMajor Subjects\nWhat is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance\, security\, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management \nInstructions\nNone URL:https://sc.cpa/event/sste103-27-surgents-artificial-intelligence-for-accounting-and-finance-professionals/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T020435Z CREATED:20260807T020434Z LAST-MODIFIED:20260807T020435Z UID:10006874-1814356800-1814356800@sc.cpa SUMMARY:(SSTX321/27) Surgent's Weekly Expert Hour (Original Air Date: 1/27/22) DESCRIPTION:Event Description\nAs financial and tax professionals well know\, information overload is a constant struggle we face because things change quickly\, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a new weekly series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. We are all aware that the IRS\, along with other state and federal regulators\, is issuing guidance with increased frequency due to the coronavirus pandemic tax changes. New rules need to be analyzed\, dissected\, and explained more quickly than in days gone by so that our clients are kept informed of opportunities that may not last long. This weekly series will provide relevant and important tax and financial changes in a quick\, concise format.Each week\, Mike and his co-presenters will dispense news on current events impacting taxes\, finance\, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series. \nDesigned For\nFinancial professionals who wish to be up to speed on the latest news affecting themselves and their clients \nObjectives\n\nBe well informed on current topics impacting taxes\, finance\, and industry\n\nMajor Subjects\nLetter 6419 Form 1099-K reporting by third party settlement organizations Preparing for filing season \nInstructions\nNone URL:https://sc.cpa/event/sstx321-27-surgents-weekly-expert-hour-original-air-date-1-27-22/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T020447Z CREATED:20260807T020446Z LAST-MODIFIED:20260807T020447Z UID:10006875-1814356800-1814356800@sc.cpa SUMMARY:(SSAA201/27) Surgent's Fraud 101: Understanding Basic Fraud Schemes DESCRIPTION:Event Description\nThis course will discuss common fraud schemes found in business transactions. The course also includes a conversation with Nathan Mueller\, a reformed white-collar offender who committed financial statement fraud from a large financial institution.This is the first 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. \nDesigned For\nProfessionals who want to understand common fraud schemes and red flags commonly missed \nObjectives\n\nBe familiar with various types of embezzlement and financial statement fraud schemes\n Recognize and identify red flags that are often missed\n\nMajor Subjects\nCommon embezzlement schemes Common financial statement fraud schemes Commonly missed red flags \nInstructions\nNone URL:https://sc.cpa/event/ssaa201-27-surgents-fraud-101-understanding-basic-fraud-schemes/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T020612Z CREATED:20260807T020611Z LAST-MODIFIED:20260807T020612Z UID:10006877-1814356800-1814356800@sc.cpa SUMMARY:(SSTX364/27) Surgent’s Weekly Expert Hour (Original Air Date: 12/12/24) DESCRIPTION:Event Description\nAs financial and tax professionals well know\, information overload is a constant struggle we face because things change quickly\, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients.Mike and his co-presenters will dispense news on current events impacting taxes\, finance\, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series. \nDesigned For\nFinancial professionals who wish to be up to speed on the latest news affecting themselves and their clients \nObjectives\n\nBe well informed on current topics impacting taxes\, finance\, and industry\n\nMajor Subjects\nPolicy Surrenders vs. sales in the Life Settlement Market Overview of depreciation basics Installment Method of Accounting \nInstructions\nNone URL:https://sc.cpa/event/sstx364-27-surgents-weekly-expert-hour-original-air-date-12-12-24/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T020712Z CREATED:20260807T020712Z LAST-MODIFIED:20260807T020712Z UID:10006880-1814356800-1814356800@sc.cpa SUMMARY:(SSTX393/27) Surgent’s Weekly Expert Hour (Original Air Date: 12/11/25) DESCRIPTION:Event Description\nAs financial and tax professionals well know\, information overload is a constant struggle we face because things change quickly\, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients.Mike and his co-presenters will dispense news on current events impacting taxes\, finance\, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series. \nDesigned For\nFinancial professionals who wish to be up to speed on the latest news affecting themselves and their clients \nObjectives\n\nBe well informed on current topics impacting taxes\, finance\, and industry\n\nMajor Subjects\n2025 Year-End Planning Tips for IRAs and Employer Plans A QCD Counts Toward RMD if Done Before RMD Is Satisfied New IRS Developments \nInstructions\nNone URL:https://sc.cpa/event/sstx393-27-surgents-weekly-expert-hour-original-air-date-12-11-25/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T020713Z CREATED:20260807T020713Z LAST-MODIFIED:20260807T020713Z UID:10006882-1814356800-1814356800@sc.cpa SUMMARY:(SSOT158/27) Surgent's Professional Email Writing Basics DESCRIPTION:Event Description\nWritten business communication provides a structured\, documented\, and efficient way to convey information\, make decisions and collaborate across various business functions. It ensures clarity\, consistency\, and professionalism in all interactions.Well-crafted e-mails reflect positively on your executive presence. Mastery can enhance your reputation and credibility as well as lead to opportunities for career advancement.In this course\, you will learn how to incorporate strategies to articulate your ideas\, instructions\, and messages with precision. This reduces the likelihood of misunderstandings\, errors\, and confusion and provides a framework for your business success. \nDesigned For\nAnyone in the accounting or financial service professions who seeks to gain a better understanding of strategies to improve written communication in business. \nObjectives\n\nRecognize and identify habits that elevate every message\n Understand rules of email etiquette to enhance professionalism\n Know how to identify desired outcomes to match content and method of communication\n\nMajor Subjects\nCreate clear and concise email communication and utilize protocols that support and enhance your professionalism Best practices for excellent email etiquette Types of subject lines to avoid Subject line structure for maximum impact Creating effective greetings and sign offs When and how to use cc/bcc fields to avoid conflict and enhance connection Elevated out of office reply messages How to best convey the proper tone Avoiding common pitfalls How to handle misunderstandings and mishaps Examination of when to use text\, instant messaging\, or phone call instead of email Synthesizing ideas and using efficient methods of writing Creating concise email strings \nInstructions\nNone URL:https://sc.cpa/event/ssot158-27-surgents-professional-email-writing-basics/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T020819Z CREATED:20260807T020818Z LAST-MODIFIED:20260807T020819Z UID:10006883-1814356800-1814356800@sc.cpa SUMMARY:(SSTX394/27) Surgent’s Weekly Expert Hour (Original Air Date: 1/8/26) DESCRIPTION:Event Description\nAs financial and tax professionals well know\, information overload is a constant struggle we face because things change quickly\, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients.Mike and his co-presenters will dispense news on current events impacting taxes\, finance\, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series. \nDesigned For\nFinancial professionals who wish to be up to speed on the latest news affecting themselves and their clients \nObjectives\n\nBe well informed on current topics impacting taxes\, finance\, and industry\n\nMajor Subjects\nExclusion from gain of qualified small business stock under section 1202 Setting up online IRS account Ways to submit Power of Attorney Authorization Requests \nInstructions\nNone URL:https://sc.cpa/event/sstx394-27-surgents-weekly-expert-hour-original-air-date-1-8-26/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T020913Z CREATED:20260807T020913Z LAST-MODIFIED:20260807T020913Z UID:10006885-1814356800-1814356800@sc.cpa SUMMARY:(SSAA281/27) Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment DESCRIPTION:Event Description\nProfessional standards are changing with the times and the desire of the AICPA to move the profession into a new era where use of technology will play a key role in an audit and professional skepticism\, independence\, and quality are emphasized. We are seeing changes already as the AICPA has issued 15 new standards since 2019. This program will discuss SASs 134 through 149. \nDesigned For\nAccounting and auditing practitioners at all levels desiring to stay current on AICPA professional standards \nObjectives\n\nIdentify and understand the requirements of recently issued SASs and SSARS\n Develop implementation tips and best practices related to these new standards\n Implement best practices for enhancing engagement quality\n\nMajor Subjects\nAICPA hot topics and standard setting initiatives Discussion of suite of nine integrated SASs effective for years ended December 31\, 2021 Discussion of the standard on audit evidence effective for years ended December 31\, 2022 Discussion of the standard on auditing accounting estimates and disclosures effective as of December 31\, 2023 Discussion of the two standards on use of specialists and information from a pricing service\, and the newly updated risk assessment standard effective for years ended December 31\, 2023 Discussion of standards that are effective beginning in 2025\, including those dealing with client acceptance and questions asked of the predecessor auditor\, the partner’s responsibility for engagement quality\, group audits\, conforming changes to compliance auditing\, and more \nInstructions\nNone URL:https://sc.cpa/event/ssaa281-27-surgents-update-on-recent-aicpa-standard-setting-staying-current-in-a-changing-environment/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T020922Z CREATED:20260807T020921Z LAST-MODIFIED:20260807T020922Z UID:10006888-1814356800-1814356800@sc.cpa SUMMARY:(SSAA130/27) Surgent's Effective Communications with Management and Those Charged with Governance DESCRIPTION:Event Description\nAs a byproduct of the audit\, the auditor has a responsibility to communicate certain information to management and those charged with governance\, primarily related to risk and internal control deficiencies. In some cases the auditor may be required to report outside the entity\, for example\, when fraud is identified. Some of these communications to management and those charged with governance occur at the beginning of the audit\, others during the audit and at the end of the audit. Two-way communication is very important to meet professional responsibilities and also as a client service. This module will discuss the most significant of the required communications and explore how to make them more effective. (Please Note: This module is part of Surgent’s Audit Skills Training: Level 5.) \nDesigned For\nAccountants who have a basic level of audit experience \nObjectives\n\nDescribe the communications required to be made to those charged with governance at the beginning and end of the audit. (AU-C 260)\n Describe the communications related to deficiencies noted in internal control that are required to be made to management and those charged with governance (AU-C 265)\n Describe other communications that need to be made outside the entity in certain circumstances\n Create effective communications that enhance client service\n\nMajor Subjects\nRelevant literature Communications to those charged with governance Internal controls communications to management and those charged with governance \nInstructions\nNone URL:https://sc.cpa/event/ssaa130-27-surgents-effective-communications-with-management-and-those-charged-with-governance/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T021013Z CREATED:20260807T021013Z LAST-MODIFIED:20260807T021013Z UID:10006889-1814356800-1814356800@sc.cpa SUMMARY:(SSAA286/27) Surgent's Improve Spreadsheets by Building Controls in Excel DESCRIPTION:Event Description\nIn 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. \nDesigned For\nAny Excel user that wants to learn how to create controls within Excel to improve accuracy \nObjectives\n\nApply best practices when creating spreadsheets\n Determine which controls to develop for spreadsheets\n Use controls to build more accurate spreadsheets\n\nMajor Subjects\nBest practices when designing spreadsheets Creating a proper worksheet structure Using Excel’s built-in features to find errors Creating custom controls to prevent and find errors Using links to quickly move to controls Using conditional formatting to highlight errors \nInstructions\nNone URL:https://sc.cpa/event/ssaa286-27-surgents-improve-spreadsheets-by-building-controls-in-excel/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T021126Z CREATED:20260807T021126Z LAST-MODIFIED:20260807T021126Z UID:10006891-1814356800-1814356800@sc.cpa SUMMARY:(SSTX264/27) Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals DESCRIPTION:Event Description\nMany clients are asking their advisors about Trump Accounts\, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advise their clients regarding how Trump Accounts operate. The course will also discuss the comparison between Trump Accounts and other accounts\, such as 529 Plans and Roth IRAs. In addition\, coverage will be provided on how the pilot program will function to give $1\,000 to newborns. \nDesigned For\nAll accounting and finance practitioners \nObjectives\n\nExpertly advise clients regarding the latest on Trump Accounts emanating from OBBBA\n\nMajor Subjects\nEstablishing and administering a Trump Account Who can make contributions to a Trump Account Limits on contributions to a Trump Account Employer contributions to a Trump Account Participation in the pilot program What a Trump Account can invest in Basis tracking for after-tax contributions Taxation of distributions from a Trump Account Rolling a Trump Account into another account The potential advantages and disadvantages of having a Trump Account Opting out of a Trump Account Issues impacting a Trump Account\, such as distribution\, when the beneficiary turns 18 \nInstructions\nNone URL:https://sc.cpa/event/sstx264-27-surgents-trump-accounts-created-by-obbba-a-comprehensive-guide-for-accounting-and-finance-professionals/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T021211Z CREATED:20260807T021211Z LAST-MODIFIED:20260807T021211Z UID:10006895-1814356800-1814356800@sc.cpa SUMMARY:(SSOT155/27) Surgent's Workplace Etiquette for Young Professionals DESCRIPTION:Event Description\nUnderstanding the nuances of workplace protocol facilitates effective interactions within the office as well as at external business functions. In this class you will learn how to cultivate your executive presence as well as how to conduct yourself in a variety of business settings. The work environment extends beyond the walls of the office into client sites\, business events\, and conferences. You will be provided with the tools to navigate every situation with confidence and grace. Although the workplace is an evolving structure\, the general rules of etiquette such as kindness\, respect\, cooperation\, and effective communication have not shifted. \nDesigned For\nYoung professionals in the accounting or financial service professions who are interested in elevating and fine tuning a workplace presence to enhance career opportunities. \nObjectives\n\nUnderstand how to cultivate and project an executive presence\n Integrate perception management through appearance\, behavior\, and communication in the workplace\n Effectively navigate business dining settings and client events\n\nMajor Subjects\nProjecting a professional presence Verbal communication skills to elevate your message Mastering non-verbal communication Protocol for office settings Building trust within the organization and with clients Running an impactful meeting Adding value as a meeting attendee Executive dining etiquette strategies and tips \nInstructions\nNone URL:https://sc.cpa/event/ssot155-27-surgents-workplace-etiquette-for-young-professionals/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T021312Z CREATED:20260807T021312Z LAST-MODIFIED:20260807T021312Z UID:10006899-1814356800-1814356800@sc.cpa SUMMARY:(SSAA132/27) Surgent's Accounting and Auditing Credit Losses Under ASC 326 DESCRIPTION:Event Description\nASC 326 significantly changes the accounting for credit losses. Given its pervasive scope\, virtually every company will need to at least assess the impact of the new ASC 326 guidance and potentially record a material adjustment to implement the new accounting guidance.In this module\, we will review the scope of ASC 326\, the key provisions of the accounting model and how entities can estimate credit losses for a variety of in-scope financial assets. As the CECL and other credit loss methodologies under ASC 326 represent accounting estimates\, the module will also review both the current and soon to be effective auditing guidance related to this often complex area. (Please Note: This module is part of Surgent’s Audit Skills Training: Level 5.) \nDesigned For\nAccountants who have an intermediate level of audit experience \nObjectives\n\nIdentify key components of ASC 326 and the CECL model\n Recall the scope of ASC 326\n Identify common models used to estimate credit losses\n Recall how to transition to ASC 326\n Recall key presentation and disclosure requirements of ASC 326\n Recall key approaches to auditing accounting estimates\n Identify the key provisions of SAS 143\n\nMajor Subjects\nScope and overview of ASC 326 Applying ASC 326 and the CECL model Transitioning to ASC 326 Presentation and disclosure requirements of ASC 326 Auditing accounting estimates Key changes to auditing estimates due to the issuance of ASC 326 \nInstructions\nNone URL:https://sc.cpa/event/ssaa132-27-surgents-accounting-and-auditing-credit-losses-under-asc-326/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T021316Z CREATED:20260807T021316Z LAST-MODIFIED:20260807T021316Z UID:10006900-1814356800-1814356800@sc.cpa SUMMARY:(SSAA159/27) Surgent's Best Practices in Not-for-Profit Accounting and Reporting DESCRIPTION:Event Description\nDon’t just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership\, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 15 focused exercises are included to illustrate and refine today’s best practices in not-for-profit accounting and reporting. \nDesigned For\nNot-for-profit industry professionals and auditors \nObjectives\n\nPrepare not-for-profit financial statements that make a difference\n Select the accounting and reporting options that work best for the individual not-for-profit\n Skillfully apply today’s not-for-profit accounting and reporting requirements\n\nMajor Subjects\nThe key requirements\, options\, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures \nInstructions\nNone URL:https://sc.cpa/event/ssaa159-27-surgents-best-practices-in-not-for-profit-accounting-and-reporting/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T021319Z CREATED:20260807T021319Z LAST-MODIFIED:20260807T021319Z UID:10006901-1814356800-1814356800@sc.cpa SUMMARY:(SSAA174/27) Surgent's Controllership Skills Update: Mergers\, Acquisitions\, and Alliances DESCRIPTION:Event Description\nMergers\, acquisitions\, and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However\, its track record of being able to unify an acquired firm with the acquirer and provide a single organization with increased growth potential has been somewhat shaky. This session provides a roadmap including specific actions for financial professionals focused on improving the results of an acquisition\, sale\, formation of an alliance\, and/or outsourced activities.This program continues to be updated based upon trends and recent events. In addition to traditional topics\, it includes discussions on the impact of taxes\, corporate structures to manage M&A and internal venture capital\, strategic spin-offs/splits\, issues concerning goodwill\, and managing outsourced activities. The program expands the topics covered in the Controllership Skills Update Series. As with the other programs\, this brief session is aimed at renewing and expanding participants’ existing skills\, by providing specific actions to improve an organization’s results. Real-world examples are used throughout the session. \nDesigned For\nPublic\, private\, and non-profit organizations and their members – CFOs\, CEOs\, controllers\, auditors\, and managers \nObjectives\n\nRecognize the unique role of financial professionals in a potential transaction\n Understand the changes that have occurred in the competitive landscape as a result of M&A and alliances\n Identify the potential pitfalls\n Be knowledgeable of the skills required for successful transactions\n Utilize a framework\, with specific actions\, to manage the selection\, valuation\, negotiation\, and execution of a transaction\n Gain a roadmap (inexperienced participants) and a review and update (experienced participants) of these strategic\, non-traditional skills\n\nMajor Subjects\nRecent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don’ts Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results \nInstructions\nNone URL:https://sc.cpa/event/ssaa174-27-surgents-controllership-skills-update-mergers-acquisitions-and-alliances/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T021416Z CREATED:20260807T021416Z LAST-MODIFIED:20260807T021416Z UID:10006903-1814356800-1814356800@sc.cpa SUMMARY:(SSTE146/27) Surgent's Excel for Staff Level 1 - What You Never Learned DESCRIPTION:Event Description\nMost staff accountants learned Excel in college and many others learned Excel on their own; however\, most users never learned the important productivity tips that could help them build spreadsheets more efficiently. This course will teach new and experienced users how to leverage the many productivity tools built within Excel in order to build spreadsheets with maximum effectiveness. \nDesigned For\nAny Excel user that wants to learn the “real” basics of Excel that will increase their productivity \nObjectives\n\nIdentify all the ways you can select cells and ranges\n Recall ways to leverage custom number formats\n Recognize the importance of proper worksheet structure\n\nMajor Subjects\nNavigating around worksheets Selecting cells and ranges How to use custom number formatting How to leverage Views How to build better formulas with referenced variables and defined names How to quickly format cells with Cell Styles Proper worksheet structure \nInstructions\nNone URL:https://sc.cpa/event/sste146-27-surgents-excel-for-staff-level-1-what-you-never-learned/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T021514Z CREATED:20260807T021514Z LAST-MODIFIED:20260807T021514Z UID:10006906-1814356800-1814356800@sc.cpa SUMMARY:(SSTX103/27) Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms DESCRIPTION:Event Description\nThe objective of this course is to train new\, rusty\, or returning-to-practice staff with a hands-on\, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as a quick and practical reference guide for tax treatment and tax preparation guidelines. Within each chapter\, we illustrate various parts and areas of interest when preparing a 1065\, including examples and corresponding tax forms. We bring it all together in the final two chapters with a comprehensive example that integrates and links all previous chapters. The course and instruction delivery are geared toward a basic understanding and progress to more complex issues via Surgent’s “Step-by-Step” preparation guide. \nDesigned For\nAll levels of staff and company controllers responsible for filing these forms \nObjectives\n\nLearn in detail about the preparation of Form 1065\, Schedules M-1\, K\, and K-1\n Learn in detail about common business reporting Forms 4562 and 4797\n Provide staff with the first stage of a graduated professional education program in servicing partnership and LLC clients\n\nMajor Subjects\nComprehensive coverage of HR 1\, One Big Beautiful Bill Act; Gain a thorough understanding of federal income tax laws for partnerships and LLCs\, from formation to tax return preparation issues; Filing requirements for Schedules K-2 and K-3; Who files Form 1065\, and who does not file Form 1065; Tax Basis Capital Account Reporting Requirements; Trade or Business income and expenses versus Separately Stated Items; The importance of Schedule M-1; Partnership distributions — current or liquidating\, cash or property; How to allocate recourse and nonrecourse debt; Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes Complete coverage of any new legislation enacted before presentation; Section 163(j) limitations; Mastering two common tax forms\, Depreciation (4562) and Sale of Assets (4797); Final regulations on Section 168(k); Partnership reporting oddities; Accurately preparing partnership returns and reconciling book income to taxable income; The Centralized Audit Regime under the Bipartisan Budget Act of 2015; \nInstructions\nNone URL:https://sc.cpa/event/sstx103-27-surgents-form-1065-boot-camp-step-by-step-preparation-with-completed-forms/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T021615Z CREATED:20260807T021615Z LAST-MODIFIED:20260807T021615Z UID:10006911-1814356800-1814356800@sc.cpa SUMMARY:(SSBM120/27) Surgent's Integrated Planning\, Forecasting\, and Budgeting for Organizational Success DESCRIPTION:Event Description\nPlanning may be one of the most important assignments of the finance professional; however\, it is often accomplished in a way that can harm the organization. In many cases\, huge sums are spent only to have a planning document developed that does not serve to bring the company together\, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment.This course is designed to bring planning\, budgeting\, and forecasting together into one fully aligned process that is easier\, more efficient\, and fully engages all parts of the organization. Rather than the plan being owned by the finance department\, it is owned and followed by everyone from the CEO to the entry-level employee. \nDesigned For\nCFOs\, controllers\, and finance professionals \nObjectives\n\nUnderstand how to integrate a budget\, strategic plan\, and forecast into one system\n See how the integrated plan helps the organization\n Identify how planning causes greater accountability for the company\n Perform various EVA and cash flow analysis in capital planning\n Understand how to make planning more politically acceptable in the organization\n\nMajor Subjects\nThe keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans \nInstructions\nNone URL:https://sc.cpa/event/ssbm120-27-surgents-integrated-planning-forecasting-and-budgeting-for-organizational-success/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T021917Z CREATED:20260807T021917Z LAST-MODIFIED:20260807T021917Z UID:10006912-1814356800-1814356800@sc.cpa SUMMARY:(SSTX305/27) Surgent's Weekly Expert Hour (Original Air Date: 7/29/21) DESCRIPTION:Event Description\nAs financial and tax professionals well know\, information overload is a constant struggle we face because things change quickly\, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a new weekly series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. We are all aware that the IRS\, along with other state and federal regulators\, is issuing guidance with increased frequency due to the coronavirus pandemic tax changes. New rules need to be analyzed\, dissected\, and explained more quickly than in days gone by so that our clients are kept informed of opportunities that may not last long. This weekly series will provide relevant and important tax and financial changes in a quick\, concise format. Each week\, Mike and his co-presenters will dispense news on current events impacting taxes\, finance\, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series. Please Note: CFP credit is not available for this course in 2021. \nDesigned For\nFinancial professionals who wish to be up to speed on the latest news affecting themselves and their clients \nObjectives\n\nBe well informed on current topics impacting taxes\, finance\, and industry\n\nMajor Subjects\nSBA PPP Direct Forgiveness Portal Roth IRAs and businesses Forms 3508S\, 3508 EZ\, and 3508 IRS Notice 2021-20 S corporations and reasonable compensation \nInstructions\nNone URL:https://sc.cpa/event/sstx305-27-surgents-weekly-expert-hour-original-air-date-7-29-21/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T021941Z CREATED:20260807T021939Z LAST-MODIFIED:20260807T021941Z UID:10006916-1814356800-1814356800@sc.cpa SUMMARY:(SSOT101/27) Surgent's Successful Communication DESCRIPTION:Event Description\nAll would agree that successful communications are key to any successful venture\, including audits. However\, given the tight deadlines\, complex issue resolution and the often remote working environment of the audit teams and clients\, there are many barriers to achieving effective communications on audit engagements.In this module\, we’ll review common barriers to effective communication\, models for effective communication which are easy to understand and utilize\, the importance of both verbal and non-verbal communication skills\, and the often over-looked element of communication – effective listening. \nDesigned For\nAccountants with responsibilities for effective engagement communications \nObjectives\n\nBe familiar with a communication model to discover key techniques\n Identify and demonstrate techniques for overcoming barriers\n Understand; the communication process including: non-verbal behaviors\, and active listening\n Listen more effectively\, especially in stressful situations where heightened emotions can get in the way\n Create an action plan to apply techniques in the workplace for communication success\n\nMajor Subjects\nBarriers to communication\, especially when working remotely Modules and best practices for effective communication Keys to effective non-verbal communication Effective listening techniques \nInstructions\nNone URL:https://sc.cpa/event/ssot101-27-surgents-successful-communication/ CATEGORIES:Self-Study Video END:VEVENT END:VCALENDAR