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:20260806T231732Z CREATED:20260806T231726Z LAST-MODIFIED:20260806T231732Z UID:10006597-1814356800-1814356800@sc.cpa SUMMARY:(SSTX344/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/18/24) 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\nCryptocurrency legislative update Distributions for Emergency Personal Expense Distributions; Domestic Abuse Victim Distributions Section 179D deduction; \nInstructions\nNone URL:https://sc.cpa/event/sstx344-27-surgents-weekly-expert-hour-original-air-date-7-18-24/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T232130Z CREATED:20260806T232129Z LAST-MODIFIED:20260806T232130Z UID:10006601-1814356800-1814356800@sc.cpa SUMMARY:(SSTX337/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/23/24) 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\nGuidelines for HSAs and long-term care Transfer and direct pay of energy credits Overview of the Dirty Dozen \nInstructions\nNone URL:https://sc.cpa/event/sstx337-27-surgents-weekly-expert-hour-original-air-date-5-23-24/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T232217Z CREATED:20260806T232217Z LAST-MODIFIED:20260806T232217Z UID:10006602-1814356800-1814356800@sc.cpa SUMMARY:(SSTX281/27) Surgent's Tax Update for Client Advisory Services DESCRIPTION:Event Description\nClient advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such\, they must stay on top of changing tax law. In this course\, we will explore tax changes in areas CAS professionals are involved with – information reporting\, payroll tax issues\, and tax credit and deduction documentation. We will also discuss relevant changes to individual and business tax returns so that CAS professionals can better assist clients with tax needs in the upcoming year. \nDesigned For\nAccounting and finance professionals who are looking to stay current on federal tax issues \nObjectives\n\nRecall common tax deadlines\, penalties\, and potential remedies\n Identify the requirements and how to file for withdrawal of an ERC claim\n Recognize where to file an initial beneficial ownership report on the FINCEN website\n Identify where to claim deductions for software on Form 4562 \n State the differences between 1099-K\, 1099-NEC\, and 1099-MISC\n Recognize when a taxpayer must file electronically\n Identify when a taxpayer may obtain an IP PIN\n State the reporting requirements for virtual currency\n Recognize reporting and substantiation requirements related to green energy credits\n\nMajor Subjects\nCommon tax deadlines and penalties Employee Retention Credit – new developments Beneficial ownership information reporting Bonus depreciation changes Form 1099 reporting and changes Online accounts and IP PINs Virtual currency updates Green energy credit compliance \nInstructions\nNone URL:https://sc.cpa/event/sstx281-27-surgents-tax-update-for-client-advisory-services/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T232323Z CREATED:20260806T232323Z LAST-MODIFIED:20260806T232323Z UID:10006603-1814356800-1814356800@sc.cpa SUMMARY:(SSTE132/27) Surgent's Power Query Series: Formulas\, M Language\, and Error Handling DESCRIPTION:Event Description\nEven for experienced Excel users\, there is a learning curve to using formulas in Power Query (Excel version). This course presents the fundamentals of this concept. In addition\, this webinar introduces users to the “M” language in Power Query\, as well as types of errors that users may encounter. Hands-on examples reinforce all of these concepts.Power Query is an “ETL” tool that extracts\, transforms\, and loads data. This tool has a user-friendly interface that enables the Excel user to connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data. This course is the eleventh in a twelve-part series\, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query. \nDesigned For\nExcel users who want to develop data analytics skills \nObjectives\n\nUnderstand the basics of creating formulas in Power Query\n Be familiar with basic syntax of the M language in Power Query\n Be familiar with types of errors in Power Query\n\nMajor Subjects\nLearning formulas in Power Query Introduction to the M language Types of structured values in Power Query Other types of values in Power Query Types of errors in Power Query Custom columns Hands-on examples \nInstructions\nSave all data sets provided to a central location on your computer URL:https://sc.cpa/event/sste132-27-surgents-power-query-series-formulas-m-language-and-error-handling/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T232405Z CREATED:20260806T232405Z LAST-MODIFIED:20260806T232405Z UID:10006604-1814356800-1814356800@sc.cpa SUMMARY:(SSTX338/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/30/24) 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\nDiscussion of Medicare issues IRS Free File Program extension Overview of Gage v. Commissioner and Bright v. Commissioner \nInstructions\nNone URL:https://sc.cpa/event/sstx338-27-surgents-weekly-expert-hour-original-air-date-5-30-24/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T232409Z CREATED:20260806T232408Z LAST-MODIFIED:20260806T232409Z UID:10006605-1814356800-1814356800@sc.cpa SUMMARY:(SSAA118/27) Surgent's Reviewing Audit Workpapers DESCRIPTION:Event Description\nAudit documentation provides the principal support for the independent auditor’s report. Therefore\, it is important that workpapers meet professional standards. Anything less could result in peer or regulatory review deficiencies at as a worse case\, lawsuits when fraud occurs at a company. The auditor is not responsible for identifying fraud. But the auditor is responsible for planning and performing the audit to obtain reasonable assurance that the financial statements are free from material misstatement due to fraud or error. Effective workpaper reviewer is an important part of meeting professional standards at the engagement level as well as the overall firm level. In addition\, the workpaper review process should be used as a tool for professional development and promoting efficient audits. This module will provide the tips and tools for satisfying these important workpaper reviewer responsibilities for auditors at the in charge or newer manager levels. (Please Note: This module is part of Surgent’s Audit Skills Training: Level 3.) \nDesigned For\nAuditors responsible for reviewing workpapers for audit quality at the in charge or newer manager level. \nObjectives\n\nDiscuss the importance documentation and how it fits in the overall audit quality process\n Discuss tips for an efficient workpaper review process that complies with professional standards \n Explain the roles that the various levels in the firm play in workpaper review\n Describe how the workpapers should be complete\, accurate\, and able to stand on their own. \n Describe areas for the reviewer to focus on in risk assessment\, internal control\, substantive testing\, concluding\, and reporting\n\nMajor Subjects\nDocumentation as a means of audit quality Responsibilities of the workpaper reviewer Important tips for providing reviews notes that will promote an effective and efficient financial statement audit Appropriate review considerations at various phases of the engagement\, including before and after audit report date and report release \nInstructions\nNone URL:https://sc.cpa/event/ssaa118-27-surgents-reviewing-audit-workpapers/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T232622Z CREATED:20260806T232621Z LAST-MODIFIED:20260806T232622Z UID:10006607-1814356800-1814356800@sc.cpa SUMMARY:(SSTX360/27) Surgent’s Weekly Expert Hour: Implications of the 2024 Election Results (Original Air Date: 11/7/24) 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\nCurrent and projected federal debt and deficits; President Elect Trump’s tax plans Discussion of possible tax policy scenarios based on 2024 election results \nInstructions\nNone URL:https://sc.cpa/event/sstx360-27-surgents-weekly-expert-hour-implications-of-the-2024-election-results-original-air-date-11-7-24/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T232625Z CREATED:20260806T232624Z LAST-MODIFIED:20260806T232625Z UID:10006609-1814356800-1814356800@sc.cpa SUMMARY:(SSTX273/27) Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach DESCRIPTION:Event Description\nThis course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example\, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under tested income (formerly known as global intangible low-taxed income or GILTI)\, Subpart F\, and passive foreign investment company (PFIC) regimes. These computations have been updated to reflect changes enacted by the One Big Beautiful Bill Act (OBBBA). The case study will further evaluate the tax impact of subsequent distributions from the foreign corporation and sales of its stock. A compare-and-contrast approach will highlight the different outcomes of these regimes for individuals and for C corporations\, empowering participants to advise their clients on the most tax-efficient way to structure their foreign investments. \nDesigned For\nAny tax practitioner with clients invested in a foreign corporation \nObjectives\n\nExplain the similarities and differences between tested income\, Subpart F\, and PFIC regimes\n Understand the mechanics of income inclusions and foreign tax credits available under tested income\, Subpart F\, and PFIC regimes\n Compare and contrast the overall tax liability under different circumstances\n Identify tax-planning opportunities for income from foreign corporations\n\nMajor Subjects\nUnderstand how to approach and analyze the U.S. taxation of foreign corporations Using an example\, calculate tested income\, Subpart F\, and PFIC income inclusions for an individual and C corporation Determine how much foreign tax credit can be claimed against such income inclusions Determine how subsequent dividend distributions from the foreign corporation are taxed Calculate capital gain on the disposition of the foreign corporation Compare different outcomes and discuss the impact of Section 962 election Identify basic strategies for managing tax liabilities related to foreign corporations \nInstructions\nNone URL:https://sc.cpa/event/sstx273-27-surgents-u-s-taxation-of-foreign-corporations-a-case-study-approach/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T232712Z CREATED:20260806T232712Z LAST-MODIFIED:20260806T232712Z UID:10006610-1814356800-1814356800@sc.cpa SUMMARY:(SSTX301/27) Surgent's Weekly Expert Hour (Original Air Date: 8/26/21) 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\nWhich states are taxing forgiven PPP loans? Update on draft 2021 forms (as of 8/26/21) Medicare overview Child and dependent care expenses/advance child tax credit payments Deductibility of conservation easements \nInstructions\nNone URL:https://sc.cpa/event/sstx301-27-surgents-weekly-expert-hour-original-air-date-8-26-21/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T232717Z CREATED:20260806T232717Z LAST-MODIFIED:20260806T232717Z UID:10006611-1814356800-1814356800@sc.cpa SUMMARY:(SSAA230/27) Surgent's Internal Controls\, COSO\, and COVID-19 DESCRIPTION:Event Description\nCompanies that fall victim to fraud schemes need to reassess internal controls in order to prevent future fraudulent activity. In this course\, we will review the 18 most prevalent internal controls that should be present (as well as designed and operating effectively) in order to prevent future frauds. These controls are taken from Association of Certified Fraud Examiners’ Report to the Nations: 2020 Global Study on Occupational Fraud and Abuse. Then we will tie these controls to the 17 internal control principles offered by the Committee of Sponsoring Organizations of the Treadway Commission (COSO)\, the framework used by virtually all entities and auditors to assess the design and operational effectiveness of internal controls. Lastly\, we will consider the impact of the 2020 pandemic on internal controls in the coming era. \nDesigned For\nCPAs in public practice and industry who wish to educate clients or colleagues on how to assess internal controls and adapt in the post-COVID era \nObjectives\n\nUnderstand that fraud occurs in companies with seemingly sound internal control structures\n Assess how internal controls fit into the COSO framework and determine whether mitigating controls;are sufficient\n Understand the difference between reactions and responses to changing circumstances;\n Recognize that the days of working in an office may be numbered (or certainly reduced)\n Understand that audits and other attestation engagements can actually be performed remotely\, reducing time and cost\n\nMajor Subjects\nACFE’s Report to the Nations and the most commonly found controls in fraud victim organizations; Internal controls in relation to COSO principles How to employ controls to cut losses How to modify controls in the post-COVID era The potential impact of increased enforcement of laws and regulations to replenish government coffers Remote work circumstances and considerations \nInstructions\nNone URL:https://sc.cpa/event/ssaa230-27-surgents-internal-controls-coso-and-covid-19/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T232914Z CREATED:20260806T232913Z LAST-MODIFIED:20260806T232914Z UID:10006613-1814356800-1814356800@sc.cpa SUMMARY:(SSTX226/27) Surgent's New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock DESCRIPTION:Event Description\nThis program reviews and analyzes the important changes made by the One Big Beautiful Bill Act (OBBBA) to qualified small business stock (QSBS) covered under Section 1202. Effective for stock issued after July 4\, 2025\, there are important changes that make Section 1202 much more appealing to clients willing to run the risks associated with doing business as a C corporation. These enhanced provisions could potentially lead to exclusion of capital gains if very strict compliance rules are followed. Section 1202 application is particularly attractive for start-ups and entrepreneurial endeavors. For taxpayers willing to confront the technical challenges of this provision\, Section 1202 may produce impressive tax advantages. \nDesigned For\nAccounting and finance professionals needing to understand the changes brought about to QSBS by OBBBA and particularly those professionals with clients owning Section 1202 stock or who are considering acquiring Section 1202 stock \nObjectives\n\nBe well informed about OBBBA’s enhancements to QSBS \n\nMajor Subjects\nThe graduated holding periods and the related graduated capital gain exclusions Raising the per-issuer gain exclusion cap to $15 million Raising the corporate-level aggregate gross asset threshold to $75 million Qualifications for a corporation to issue Section 1202 stock Using multiple non-grantor trusts to unlock the $15 million exclusion cap The 10% test associated with non-operating real estate and investment securities The 50% working capital test The 80% test relative to an active qualified trade or business QSBS attestation letter Excluded businesses Permissible businesses\, including manufacturing\, retailing\, technology\, and wholesaling How Section 1202 applies in the context of a transfer to other taxpayers \nInstructions\nNone URL:https://sc.cpa/event/sstx226-27-surgents-new-and-expanded-tax-benefits-associated-with-section-1202-qualified-small-business-stock/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T233247Z CREATED:20260806T233241Z LAST-MODIFIED:20260806T233247Z UID:10006616-1814356800-1814356800@sc.cpa SUMMARY:(SSAA253/27) Surgent's Applying the Yellow Book to a Financial Statement Audit DESCRIPTION:Event Description\nKnowing just a little about the Yellow Book can hurt you! It is important to have a thorough understanding of the standards. This course covers the Yellow Book financial auditing requirements and prepares you to excel in applying the standards. You will learn precisely what the Yellow Book does and does not require auditors to do. Updated for the 2024 Yellow Book revision\, the course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced knowledge of the Yellow Book. \nDesigned For\nAuditors performing Yellow Book engagements \nObjectives\n\nThoroughly understand the requirements of the Yellow Book and how they relate to the AICPA and single audit requirements\n Apply the Yellow Book in an effective and efficient manner\n Save time by understanding what the Yellow Book does and does not require auditors to do\n\nMajor Subjects\nCritical concepts related to applying the Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards The Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality management; and peer review The Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control \nInstructions\nNone URL:https://sc.cpa/event/ssaa253-27-surgents-applying-the-yellow-book-to-a-financial-statement-audit/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T233929Z CREATED:20260806T233928Z LAST-MODIFIED:20260806T233929Z UID:10006620-1814356800-1814356800@sc.cpa SUMMARY:(SSTX328/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/16/22) 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\nThe IRS “Dirty Dozen” list for 2022\, which includes;potentially abusive arrangements that taxpayers should avoid Potential tax developments and legislation\, IRS proposed regulations\, and major rulings as of June 16\, 2022 Hybrid/asset-based long-term care insurance solutions \nInstructions\nNone URL:https://sc.cpa/event/sstx328-27-surgents-weekly-expert-hour-original-air-date-6-16-22/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T234317Z CREATED:20260806T234316Z LAST-MODIFIED:20260806T234317Z UID:10006624-1814356800-1814356800@sc.cpa SUMMARY:(SSTE151/27) Surgent's The 10 Must-Know Excel Features DESCRIPTION:Event Description\nTransform your Excel skills with our comprehensive training program\, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP\, to the nuances of data validations and conditional formatting\, this course offers a deep dive into Excel’s most impactful features. Whether you’re streamlining complex data sets\, enhancing your reporting skills\, or just looking to boost your productivity\, this session provides the insights and techniques you need to leverage Excel to its fullest potential\, making it an indispensable tool in your professional or personal toolkit. \nDesigned For\nAccounting professionals at all levels who have a basic understanding of Excel and are looking to advance their skills to streamline their accounting practices and financial analysis \nObjectives\n\nSelect the most appropriate Excel functions and features for specific tasks\, ensuring optimal efficiency and accuracy in data management and reporting across a range of business applications\n Apply advanced Excel features like PivotTables and Array Formulas to streamline complex data analysis and enhance reporting accuracy in diverse professional contexts\n Differentiate between the uses of custom sorting and slicers in Excel to enhance data presentation and facilitate more efficient data navigation and analysis\n\nMajor Subjects\nUsing Excel tables for efficient data management\, including sorting\, filtering\, and structured references\, to manage; data more effectively Using custom sorting options to organize data in a way that best suits your needs\, enhancing data readability and analysis Using XLOOKUP for advanced data retrieval\, allowing you to extract specific data from extensive datasets with ease Using the SUBTOTAL function\, a versatile tool for calculating data in visible cells\, ideal for analyses that require dynamic calculations Using SUMIF and SUMIFS functions for conditional summing\, crucial for precise budgeting\, expense tracking\, and financial reporting Using array formulas to perform multiple calculations on one or more items in an array\, enhancing the efficiency of complex accounting computations Implementing data validations to ensure data integrity and prevent errors in financial data entry\, a critical skill for maintaining accurate accounting records Using slicers for interactive data segmentation in tables and PivotTables\, enabling accountants to quickly filter and analyze specific subsets of financial data Applying conditional formatting to highlight critical financial data points\, trends\, and variances\, making data analysis and interpretation more intuitive Introducing PivotTables\, one of the most powerful Excel features\, for summarizing\, analyzing\, and presenting large sets of financial data in a digestible format \nInstructions\nDownload the handout and practice material prior to course URL:https://sc.cpa/event/sste151-27-surgents-the-10-must-know-excel-features/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T234410Z CREATED:20260806T234410Z LAST-MODIFIED:20260806T234410Z UID:10006626-1814356800-1814356800@sc.cpa SUMMARY:(SSAA176/27) Surgent's Controllership Skills Update: Risk Management DESCRIPTION:Event Description\nThe most recent recession and its fallout\, weather (look at 2017)\, process and product failures\, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizations proved not to be the key to success. Again\, we saw that failures can result in areas/industries thought to be “under control” through their policies\, practices and/or regulations. A core activity of financial management is to effectively protect the assets of their organizations\, without significantly reducing new ideas and growth. This brief program provides insights and approaches to identify risk and manage the above noted trade-off. The course is designed for financial managers looking to quickly build upon their existing knowledge and experience\, as well as to help to start the less experienced individual. It offers ideas that can be used immediately\, as well as longer term approaches. Updated to include new information particularly in the areas of disaster planning\, business continuity\, and ethics\, as well as a sample group exercise to test your current risk management systems. \nDesigned For\nPublic\, private\, and non-profit organizations and their members – CFOs\, CEOs\, controllers\, auditors\, and managers \nObjectives\n\nUnderstand the sources of risk and potential actions/behavior that may hide them\n Gain up-to-date knowledge of risk management and build upon and improve existing practices\n Recognize actions/steps that can result in measurable benefits to an organization\n Become familiar with the process of Business Continuity Planning\n Identify and discuss analytical tools and areas for further investigation\n\nMajor Subjects\nRethinking Risk Management: Historic view Challenges Rules Recent lessons Required skills Sources of Risk: Economy Competitors Operations Investments Strategy Compensation Routine practices Unethical behavior. Enterprise Risk Management (ERM): Defining ERM Areas of focus Implementation Planning for disasters Business continuity Contingencies Analytical Tools: Post-completion evaluations Simulation Z-score Hedging Brainstorming Mind mapping Delphi technique \nInstructions\nNone URL:https://sc.cpa/event/ssaa176-27-surgents-controllership-skills-update-risk-management/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T234412Z CREATED:20260806T234411Z LAST-MODIFIED:20260806T234412Z UID:10006627-1814356800-1814356800@sc.cpa SUMMARY:(SSTX334/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/2/24) 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\nCrummey Trusts CTA legal challenges Ban on non-compete agreements New overtime rules \nInstructions\nNone URL:https://sc.cpa/event/sstx334-27-surgents-weekly-expert-hour-original-air-date-5-2-24/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T234750Z CREATED:20260806T234744Z LAST-MODIFIED:20260806T234750Z UID:10006630-1814356800-1814356800@sc.cpa SUMMARY:(SSOT131/27) Surgent's Hiring and Firing of Employees - What You Can and Cannot Do DESCRIPTION:Event Description\nThere are numerous federal laws that restrict what businesses can do in terms of hiring and firing employees. Many of these laws impose significant penalties if employers violate them. Accordingly\, it is crucial that all employers and their professional advisors understand these laws and apply them to their employment practices. \nDesigned For\nAny practitioner whose duties involve hiring and firing employees \nObjectives\n\nRecognize when a worker might have an implied employment contract\n Know what to ask about and what to discuss during an employment interview \n Know how to discharge an employee-what\, and what not\, to say and do\n\nMajor Subjects\nEmployment at will-what this means in a practical sense Implied employment contracts What a prospective employer can ask about\, and test for\, during employment interviews Federal anti-discrimination rules applicable to hiring and firing How to fire an employee and not get sued \nInstructions\nNone URL:https://sc.cpa/event/ssot131-27-surgents-hiring-and-firing-of-employees-what-you-can-and-cannot-do/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T234756Z CREATED:20260806T234750Z LAST-MODIFIED:20260806T234756Z UID:10006631-1814356800-1814356800@sc.cpa SUMMARY:(SSTX150/27) Surgent's Tax Reporting for Executive Compensation DESCRIPTION:Event Description\nThis comprehensive course delves into the intricate world of executive compensation\, focusing on the taxation and reporting procedures for various types of compensation arrangements. Participants will gain a deep understanding of the key differences between incentive stock options (ISOs) and nonqualified stock options (NQSOs)\, as well as the tax treatment and reporting requirements for restricted stock awards\, stock appreciation rights (SARs)\, phantom stock plans\, and employee stock purchase plans (ESPPs). The course will also cover the accurate analysis of tax forms and schedules used for reporting executive compensation\, common tax reporting errors to avoid\, and strategies for handling extensions\, estimated taxes\, and increased IRS scrutiny. \nDesigned For\nAccounting and finance professionals who advise clients or their own organizations on issues related to employer stock and executive compensation \nObjectives\n\nUnderstand and explain the taxation and reporting procedures for nonqualified deferred compensation (NQDC) arrangements \n Distinguish between incentive stock options (ISOs) and nonqualified stock options (NQSOs) in terms of taxation and reporting requirements \n Describe the tax treatment and reporting procedures for restricted stock awards \n Differentiate between the taxation and reporting requirements for stock appreciation rights (SARs) and stock options \n Discuss the taxation and reporting considerations for phantom stock plans \n Explain the tax benefits\, reporting procedures\, and participant eligibility for employee stock purchase plans (ESPPs) \n Understand the tax consequences and reporting requirements of stock bonus plans \n Outline the tax incentives\, contribution limits\, and reporting procedures for employee stock ownership plans (ESOPs) \n Interpret and analyze the tax forms and schedules used for reporting executive compensation \n Recognize and prevent common tax reporting errors associated with executive compensation plans \n Formulate strategies for stock sale reporting\, estimated taxes\, filing deadlines and extensions\, and state taxation \n\nMajor Subjects\nNonqualified deferred compensation (NQDC) Nonqualified stock options (NQSOs) Incentive stock options (ISOs) Restricted stock/restricted stock units (RSUs) Stock appreciation rights (SARs) and phantom stock Employee stock purchase plans (ESPPs) Applicable tax forms and schedules Stock sale reporting Estimated taxes Filing deadlines and extensions State taxation \nInstructions\nNone URL:https://sc.cpa/event/sstx150-27-surgents-tax-reporting-for-executive-compensation/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T234924Z CREATED:20260806T234923Z LAST-MODIFIED:20260806T234924Z UID:10006635-1814356800-1814356800@sc.cpa SUMMARY:(SSTX369/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/8/25) 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\nEconomic policy changes of the first 100+ days Impacts of tariffs and slower economic growth The progress of drafting the “mega” bill Proposed amendments to Circular 230 \nInstructions\nNone URL:https://sc.cpa/event/sstx369-27-surgents-weekly-expert-hour-original-air-date-5-8-25/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T235211Z CREATED:20260806T235211Z LAST-MODIFIED:20260806T235211Z UID:10006639-1814356800-1814356800@sc.cpa SUMMARY:(SSTX342/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/27/24) 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\nIncome & IRMAA: mitigating Social Security benefit erosion Connelly vs. IRS court case discussion FinCEN Updates; \nInstructions\nNone URL:https://sc.cpa/event/sstx342-27-surgents-weekly-expert-hour-original-air-date-6-27-24/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T235220Z CREATED:20260806T235219Z LAST-MODIFIED:20260806T235220Z UID:10006640-1814356800-1814356800@sc.cpa SUMMARY:(SSTX377/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/17/25) 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\nWhat’s new in IRAs New 1099-Q for 2025 Tracking of Qualified Charitable Distributions Strategies to plan for the rest of the year \nInstructions\nNone URL:https://sc.cpa/event/sstx377-27-surgents-weekly-expert-hour-original-air-date-7-17-25/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T235421Z CREATED:20260806T235421Z LAST-MODIFIED:20260806T235421Z UID:10006641-1814356800-1814356800@sc.cpa SUMMARY:(SSTE147/27) Surgent's Excel for Staff Level 2 – Getting More Out of Excel DESCRIPTION:Event Description\nExcel can do so many things\, but what are some of the features that can really help accountants take their Excel skills to the next level? This course is designed to explore them. To learn ALL the capabilities of Excel would take hundreds of hours of training\, so this 2-hour course is designed to give you a jump start on the most important features that you can immediately begin implementing in your spreadsheets. \nDesigned For\nAny Excel user that wants to take their spreadsheets to the next level \nObjectives\n\nIdentify the best practices for setting up spreadsheets for data analysis\n Apply the use of consistent column calculations to improve the accuracy of your spreadsheets\n Determine how to leverage array formulas\n\nMajor Subjects\nOverview of setting up spreadsheets for data analysis and how Excel tables can help Learning the importance of consistent column calculations How to use conditional formatting to highlight important information How to leverage Excel tables by analyzing them in PivotTables Learning to leverage array formulas \nInstructions\nNone URL:https://sc.cpa/event/sste147-27-surgents-excel-for-staff-level-2-getting-more-out-of-excel/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T235612Z CREATED:20260806T235612Z LAST-MODIFIED:20260806T235612Z UID:10006644-1814356800-1814356800@sc.cpa SUMMARY:(SSOT103/27) Surgent's Coaching Skills for Managers and Supervisors DESCRIPTION:Event Description\nThis one-day course will teach effective skills for coaching and training employees. You’ll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team\, with the goal of helping them improve morale\, productivity and quality. And\, you’ll learn a five-step approach for giving constructive criticism while managing defensive reactions. (Please Note: This module is part of Surgent’s Audit Skills Training: Level 5.) \nDesigned For\nEmployees identified for advancement\, team leads\, supervisors\, and managers \nObjectives\n\nIdentify effective coaches and develop coaching strategies to support your team\n Give constructive criticism while managing defensive reactions\n\nMajor Subjects\nThe definition of coaching and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance \nInstructions\nNone URL:https://sc.cpa/event/ssot103-27-surgents-coaching-skills-for-managers-and-supervisors/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T000022Z CREATED:20260807T000021Z LAST-MODIFIED:20260807T000022Z UID:10006649-1814356800-1814356800@sc.cpa SUMMARY:(SSTX388/27) Surgent’s Weekly Expert Hour (Original Air Date: 10/16/25) 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\nTaxation of opportunity zones Current economic outlook IRS Notice 2025-50 \nInstructions\nNone URL:https://sc.cpa/event/sstx388-27-surgents-weekly-expert-hour-original-air-date-10-16-25/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T000323Z CREATED:20260807T000321Z LAST-MODIFIED:20260807T000323Z UID:10006655-1814356800-1814356800@sc.cpa SUMMARY:(SSOT153/27) Surgent's Time Management for Professionals DESCRIPTION:Event Description\nThe phrase “time management” is misleading. No one manages time. Instead\, we manage events in our lives which consume time. Like money\, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who “manage” or budget their time wisely often are more productive\, less stressed\, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still\, successful time management strategies vary based upon the personality\, motivation\, and discipline of each individual. This course provides simple\, practical\, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout\, which in turn improves the likelihood of achieving success in any endeavor. \nDesigned For\nAnyone in the accounting or financial service professions who seeks to gain a better understanding of strategies to improve time management \nObjectives\n\nRecognize how you use your time most effectively\n Understand your priorities when budgeting time\n Understand ways to schedule your time appropriately\n Manage external events that consume time\n Use strategies and tools to assist in properly managing time\n Be familiar with strategies for resolving time management problems\n\nMajor Subjects\nManaging interruptions The role of activity logs\, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan \nInstructions\nNone URL:https://sc.cpa/event/ssot153-27-surgents-time-management-for-professionals/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T000419Z CREATED:20260807T000419Z LAST-MODIFIED:20260807T000419Z UID:10006656-1814356800-1814356800@sc.cpa SUMMARY:(SSTE127/27) Surgent's Create Visuals in Power BI to Successfully Analyze Data DESCRIPTION:Event Description\nUnlock the full potential of your data with this cutting-edge course. Designed to span a focused\, four-hour session\, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you’re a business professional\, a budding data analyst\, or simply someone interested in the world of data science\, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com and learn to navigate these platforms with ease and confidence. The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces\, you’ll quickly move to the core of creating impactful visuals. Explore a wide array of available visuals and learn how to select the most effective ones for your data stories. Through detailed sessions on building interactivity into your visuals\, you will discover how to create dynamic reports that not only captivate but also communicate effectively. This course will also guide you through the process of publishing your reports on PowerBI.com\, ensuring that your insights reach their intended audience with the right impact. By the end of this transformative journey\, you will be adept at leveraging the full capabilities of Power BI. Your newfound ability to create interactive\, engaging\, and informative visual reports will make you an indispensable asset in any data-driven decision-making process. Embrace this opportunity to elevate your professional profile\, enhance your analytical capabilities\, and become a sought-after expert in the field of data visualization. Join us for this course and step into the future of data analysis with confidence and skill. \nDesigned For\nBusiness analysts\, data analysts\, project managers\, and any professionals keen on enhancing their data visualization and analysis skills using Microsoft Power BI. It is suitable for beginners as well as those with some experience in data analytics tools. \nObjectives\n\nApply advanced features of Power BI Desktop to optimize data visualization and report customization\n Determine the most effective visualization techniques for various data sets by exploring the range of available options in Power BI\n Choose appropriate visuals and tools within Power BI to enhance the storytelling aspect of data analysis\n Use Power BI’s interactivity features to create dynamic\, engaging\, and user-responsive data reports\n\nMajor Subjects\nThe layout\, tools\, and features of Power BI Desktop The online environment of Power BI for report creation How to integrate Power Pivot models into Power BI for more complex data analysis The step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling The variety of visuals available in Power BI and their appropriate applications The advanced features of Power BI Desktop that enhance data manipulation and visualization capabilities How to create dynamic and interactive reports that engage and inform Uploading and managing reports on PowerBI.com for wider access and collaboration \nInstructions\nDownload the handout and practice material prior to the course URL:https://sc.cpa/event/sste127-27-surgents-create-visuals-in-power-bi-to-successfully-analyze-data/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T000422Z CREATED:20260807T000422Z LAST-MODIFIED:20260807T000422Z UID:10006657-1814356800-1814356800@sc.cpa SUMMARY:(SSTE102/27) Surgent's Introduction to AI in Accounting DESCRIPTION:Event Description\nThis course introduces the foundational concepts of artificial intelligence (AI) and AI’s relevance to accounting. Participants will explore various AI applications and understand the benefits\, challenges\, and future trends associated with AI integration in accounting. Case studies of successful AI implementation in accounting firms are included to enhance learning. \nDesigned For\nCPAs and accountants at all levels seeking a greater understanding of artificial intelligence \nObjectives\n\nUnderstand the fundamental concepts of AI and its relevance to accounting\n Explore various AI applications in accounting and finance\n Identify the benefits and challenges associated with integrating AI into accounting processes\n Examine case studies of successful AI implementation in accounting firms\n Discuss the future trends and potential impacts of AI on the accounting profession\n\nMajor Subjects\nUnderstanding narrow AI vs. general AI Machine learning (ML)\, deep learning (DL)\, neural networks Natural language processing (NLP) and its role in accounting AI applications in accounting and finance Automated data entry and processing Expense management automation AI-driven audit support and compliance monitoring Financial forecasting and risk assessment Benefits and challenges of integrating AI Enhancing efficiency and accuracy in accounting processes Ethical considerations and risk management in AI adoption Overcoming resistance to AI implementation within firms Lessons learned from AI-driven transformations in finance departments Predicting AI’s influence on the future of the accounting profession Preparing for the evolving role of accountants in an AI-enhanced environment \nInstructions\nNone URL:https://sc.cpa/event/sste102-27-surgents-introduction-to-ai-in-accounting/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T000512Z CREATED:20260807T000512Z LAST-MODIFIED:20260807T000512Z UID:10006658-1814356800-1814356800@sc.cpa SUMMARY:(SSTX240/27) Surgent's Understanding S Corporation Taxation: Shareholder Basis\, AAA\, and Retained Earnings DESCRIPTION:Event Description\nEven though they have been around for several years\, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S corporations\, understanding how shareholder basis and the equity section of the balance sheet work together for tax purposes is imperative for nearly any tax practitioner. In this course\, we will discuss this relationship. Using examples and illustrations\, we will show how contributions\, operating transactions\, and distributions affect shareholder basis as well as equity. \nDesigned For\nCPAs and tax practitioners who work with S corporation business clients and S corporation shareholders \nObjectives\n\nRecognize the formula for calculating S corporation shareholder basis\n Identify the items of income and deduction that are allocated to AAA\, PTI\, AE&P\, and OAA\n Calculate the tax effects of a distribution on shareholder basis and AAA\n\nMajor Subjects\nS corporation earnings layers Observations on earnings layers S corporation basis calculation IRC 351 transactions Four loss tiers Appreciated property distributions \nInstructions\nNone URL:https://sc.cpa/event/sstx240-27-surgents-understanding-s-corporation-taxation-shareholder-basis-aaa-and-retained-earnings/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T000518Z CREATED:20260807T000518Z LAST-MODIFIED:20260807T000518Z UID:10006660-1814356800-1814356800@sc.cpa SUMMARY:(SSTE134/27) Surgent's Power Query Series: Introduction and First Connection DESCRIPTION:Event Description\nThis course is designed for the Excel user to begin their data analytics journey with an introduction to a product created for their skill set: Power Query\, using the Excel version. Power Query is an “ETL” tool that extracts\, transforms\, and loads data. This tool has a user-friendly interface that enables the Excel user to connect to data sets they previously did not have access to. It also enables powerful data transformations without requiring any coding and will save the Excel user time in performing their cleanup of data.This course is the first in a twelve-part series\, Power Query: Beginning Data Analytics for the Excel User. The series is designed so the Excel user can learn the functionality of Power Query and the many benefits of this powerful tool. Each 1-hour webcast has hands-on examples to enable the Excel user to experience the active learning of Power Query. \nDesigned For\nExcel users who want to develop data analytics skills \nObjectives\n\nUnderstand what Power Query is and the benefits of using it\n Understand how to access Power Query\n\nMajor Subjects\nWhat is Power Query? Why should I learn Power Query? What are the benefits of using Power Query? Power Query is not just for Excel Power Query versions are not the same What version of Power Query do I have? How to get Power Query Making your first connection in Power Query Hands-on examples: connection query\, editing a query\, duplicating a query \nInstructions\nSave all data sets provided to a central location on your computer URL:https://sc.cpa/event/sste134-27-surgents-power-query-series-introduction-and-first-connection/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T000619Z CREATED:20260807T000619Z LAST-MODIFIED:20260807T000619Z UID:10006662-1814356800-1814356800@sc.cpa SUMMARY:(SSTX368/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/1/25) 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\nDiscussion of potential contents of the “big \, beautiful” tax bill The resumption of federal student loan collections Impact of expiring TCJA provisions Budget reconciliation \nInstructions\nNone URL:https://sc.cpa/event/sstx368-27-surgents-weekly-expert-hour-original-air-date-5-1-25/ CATEGORIES:Self-Study Video END:VEVENT END:VCALENDAR