Events

Events Search and Views Navigation

Event Views Navigation

Today

Filters

Changing any of the form inputs will cause the list of events to refresh with the filtered results.

(SSAA250/25) Surgent’s Management’s Discussion and Analysis – What You Need to Know

This course provides an overview of the rules and regulations with respect to the management's discussion and analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC). MD&A has been, and continues to be, a primary focus area of the SEC when reviewing public company filings. In...

Non Member: $90
Credit Hours: 2

(SSMG104/25) Surgent’s Achieving High Levels of Compliance and Customer Service in Your Organization

Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an...

Non Member: $180
Credit Hours: 4

(SSAA269/25) Surgent’s Reporting Internal Control Deficiencies Under the Yellow Book

The Yellow Book contains performance and reporting requirements related to internal control deficiencies. This course is designed to help you understand these requirements and excel in applying them. We will also examine where the auditor draws the line as to whether an internal control deficiency is a significant deficiency or a material weakness.

Non Member: $55
Credit Hours: 1

(SSTX153/25) Surgent’s This Year’s Top Tax and Financial-Planning Ideas

With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking...

Non Member: $180
Credit Hours: 4

(SSAA281/25) Surgent’s Small-Business Accounting, Audit, and Attest Update

Specifically tailored for practitioners who do not perform audits but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, compilation, and review standards, as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations to...

Non Member: $180
Credit Hours: 4

(SSTE120/25) Surgent’s Power Query Series: Use Cases

This course presents five use cases for specific data issues a user may encounter in Power Query (Excel version). Through hands-on examples, users are guided through the process of overcoming each of these issues.Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the Excel...

Non Member: $65
Credit Hours: 1

(SSAA163/25) Surgent’s Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis

For many businesses, preparing financial statements using a special purpose framework may provide an alternative to the complexity of U.S. GAAP. This course will provide you with an overview and hands-on application on preparing financial statements using common special purpose frameworks such as tax basis and cash or modified cash basis financial statements. You will...

Non Member: $180
Credit Hours: 4

(SSAA235/25) Surgent’s Introduction to Forensic Accounting

Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant...

Non Member: $180
Credit Hours: 4

(SSTX164/25) Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges

When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of sale:...

Non Member: $180
Credit Hours: 4

(SSAA218/25) Surgent’s The CMA’s Guide to Project Management

A significant number of projects fail to achieve their initial goals and/or are not completed within budget and their original timetable. As a team member, a CMA has a unique skill set and experiences to assist in project management. In addition to their analytical training and knowledge of budgets and controls, they typically have ongoing...

Non Member: $95
Credit Hours: 2

(SSTX136/25) Surgent’s Food, Beverage, and Entertainment Expensing

The IRS has recently issued final regulations regarding the TCJA's elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to be entertainment. The final regulations also addressed the 50% limitation on the deduction of food and beverage expenses and when the...

Non Member: $95
Credit Hours: 2

(SSTX235/25) Surgent’s The Complete Trust Workshop

The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts...

Non Member: $720
Credit Hours: 16

1300 12th Street, Suite D

Cayce, SC 29033

803.791.4181

membership@sc.cpa

© Copyright 2024 South Carolina Association of CPAs | All Rights Reserved