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DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260805T225722Z
CREATED:20260612T230227Z
LAST-MODIFIED:20260805T225722Z
UID:10006521-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE138/27) Surgent's Power Query Series: More Transformations and Load Options
DESCRIPTION:Event Description\nPower Query (Excel version) offers a wide range of transformation options. This course uses hands-on exercises to explore the data transformation process\, focusing on data cleaning and data enrichment.  In addition\, this course explains query loading options and processes.  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 sixth 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 loading options in Power Query\n Apply the data transformation process in Power Query\n\nMajor Subjects\nWorkflow of the data transformation for a general ledger with sub-accounts        Loading a query        Loading options for a query        Changing the load destination of a query        Hands-on examples: flattening a general ledger with sub-accounts; making a connection to the data source; reviewing and documenting the steps created by Power Query \nInstructions\nSave all data sets provided to a central location on your computer
URL:https://sc.cpa/event/sste138-27-surgents-power-query-series-more-transformations-and-load-options/
CATEGORIES:Self-Study Video
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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260805T225906Z
CREATED:20260612T230228Z
LAST-MODIFIED:20260805T225906Z
UID:10006522-1814356800-1814356800@sc.cpa
SUMMARY:(SSTX110/27) Surgent's Adapting to OBBBA Changes: A Strategic Review
DESCRIPTION:Event Description\nAccounting and finance practitioners are continually asked for strategic planning advice. In this course\, we will cover topics that will make clients\, and their advisors\, tax smart and tax prepared for the coming year and beyond.This program is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting both individual and business clients. \nDesigned For\nAccounting and finance professionals who wish to be informed for their own knowledge or who will be advising clients regarding the tax changes brought about by the OBBBA \nObjectives\n\nUnderstand the many new tax changes taking place as a result of OBBBA\n Advise clients with regard to planning strategies they could profitably adopt in light of the OBBBA changes\n\nMajor Subjects\nBusiness losses     The SALT cap    Implementing Section 1202 changes     Form 1099 reporting changes     Business meals     Health care-related issues     Family and medical leave    Other crucial OBBBA provisions \nInstructions\nNone
URL:https://sc.cpa/event/sstx110-27-surgents-adapting-to-obbba-changes-a-strategic-review/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260805T221943Z
CREATED:20260612T230231Z
LAST-MODIFIED:20260805T221943Z
UID:10006523-1814356800-1814356800@sc.cpa
SUMMARY:(SSTX118/27) Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
DESCRIPTION:Event Description\nYears of growth in a retirement account can be wiped out by one mistake. As such\, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly\, and that movement of retirement assets\, including between IRAs and employer plans\, does not violate the limitations that apply. \nDesigned For\nAll practitioners advising clients on these complex issues \nObjectives\n\nIdentify penalties that can apply to distributions\, and how they can be avoided\n Help clients avoid the portability mistakes that can result in unintended tax consequences\n Move inherited retirement assets in a manner that preserves tax deferred status\n Help clients avoid ineligible contributions\n Explain the operational and compliance requirements for Roth IRA conversions\n\nMajor Subjects\nCoverage of applicable rules from SECURE Act 2.0     The 10% penalty     Net unrealized appreciation of employer securities     Roth IRA conversions     Rollovers and the limitations    Direct rollovers vs indirect rollovers\, and tax withholding;     Beneficiary portability rules     When a Roth IRA distribution is qualified to be tax-free    Excess contributions and the 6% excise tax \nInstructions\nNone
URL:https://sc.cpa/event/sstx118-27-surgents-avoiding-the-top-10-mistakes-that-can-wipe-out-retirement-savings/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260805T223014Z
CREATED:20260612T230234Z
LAST-MODIFIED:20260805T223014Z
UID:10006524-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE110/27) Surgent's Cybersecurity Risk Management for Financial Professionals: Policies\, Controls\, and Emerging Threats
DESCRIPTION:Event Description\nThis course focuses on implementing cybersecurity policies\, controls\, and risk management strategies tailored to financial environments. It emphasizes practical applications to mitigate threats and highlights global compliance standards\, particularly their relevance and applicability to U.S. organizations. \nDesigned For\nExperienced CPAs\, CITPs\, accountants\, & anyone who wants to better understand current cybersecurity & data privacy threats for individuals & businesses; anyone responsible for designing or implementing data security policies \nObjectives\n\nIdentify essential components of a cybersecurity risk management program\, including policies and controls\n Evaluate cybersecurity risks and develop risk mitigation strategies tailored for financial professionals\n Understand global compliance standards\, such as the EU AI Act and GDPR\, and their implications for U.S.-based organizations. \n Analyze financial impacts from cybersecurity breaches using real-world case studies\n Apply cybersecurity policies and controls that align with U.S. regulatory frameworks while addressing global compliance trends\n\nMajor Subjects\nCore components of a cybersecurity risk management program    Overview of key policies\, controls\, and procedures for financial organizations    Applicability of global compliance standards\, like the EU AI Act and GDPR\, in the U.1`S. financial landscape    Case studies: financial implications of breaches and mitigation strategies    Best practices for integrating cybersecurity with financial reporting \nInstructions\nNone
URL:https://sc.cpa/event/sste110-27-surgents-cybersecurity-risk-management-for-financial-professionals-policies-controls-and-emerging-threats/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260805T225725Z
CREATED:20260612T230238Z
LAST-MODIFIED:20260805T225725Z
UID:10006525-1814356800-1814356800@sc.cpa
SUMMARY:(SSTX291/27) Surgent's Weekly Expert Hour (Original Air Date: 10/21/21)
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\nLegislative update (as of 10/21/21)    TIGTA report #2021-30-042    Tax aspects of selling a home \nInstructions\nNone
URL:https://sc.cpa/event/sstx291-27-surgents-weekly-expert-hour-original-air-date-10-21-21/
CATEGORIES:Self-Study Video
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