BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.17.2//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:20260807T031222Z CREATED:20260807T031222Z LAST-MODIFIED:20260807T031222Z UID:10007057-1814356800-1814356800@sc.cpa SUMMARY:(SSTE153/27) Surgent's The Latest and Greatest Excel Features DESCRIPTION:Event Description\nIn the ever-evolving world of data analysis and office productivity\, Microsoft Excel remains at the forefront\, continuously introducing new and powerful features. This comprehensive course is designed to familiarize participants with the most recent and significant updates in Excel as well as some old favorites. This course offers an in-depth exploration of these features\, ensuring learners can harness their full potential for the efficient and innovative use of Excel. \nDesigned For\nAll Excel users who want to use Excel more effectively and efficiently \nObjectives\n\nIdentify the key updates and enhancements in the latest version of Excel\, including their specific functionalities and how they contribute to improved efficiency and productivity in Excel\n Recognize the capabilities of new automation tools in Excel\, particularly those that are designed to streamline repetitive tasks and complex data analysis\n Recall how the fuzzy lookup add-in can be used for textual data matching in Excel\n\nMajor Subjects\nOverview of the latest updates in Excel\, focusing on their purpose and potential impact on efficiency and productivity New automation tools\, including features that streamline repetitive tasks and data analysis Fuzzy matching of textual data in Microsoft Excel Features that help to efficiently use data \nInstructions\nDownload the handout and practice material prior to the course URL:https://sc.cpa/event/sste153-27-surgents-the-latest-and-greatest-excel-features/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T031315Z CREATED:20260807T031315Z LAST-MODIFIED:20260807T031315Z UID:10007058-1814356800-1814356800@sc.cpa SUMMARY:(SSTE100/27) Surgent's Autonomous Agents in Audit and Assurance DESCRIPTION:Event Description\nThis course explores how autonomous agents are transforming internal and external audit functions. Agentic AI is redefining how auditors perform risk assessments\, gather evidence\, test controls\, and issue reports. Participants will examine real-world examples\, including audit bots from Big Four firms\, and consider the impact on assurance quality\, auditor judgment\, and documentation standards. Key frameworks from the PCAOB\, ISA\, and AICPA will be discussed\, along with governance strategies to ensure audit agents operate reliably\, securely\, and ethically. This redefines the CPA’s role in ensuring the integrity and reliability of audit evidence when leveraging AI agents\, impacting audit quality and professional skepticism. \nDesigned For\nInternal and external auditors\, assurance professionals\, audit managers\, CPA firm partners\, CITP/CISA credential holders or aspirants\, and professionals interested in the impact of agentic systems on audit and assurance \nObjectives\n\nDescribe how Agentic AI can be applied to automate key aspects of audit and assurance\n Analyze the risks and limitations of relying on autonomous systems in assurance engagements\n Apply PCAOB and ISA standards to agentic workflows in evidence collection and testing\, understanding how these impact the auditor’s professional judgment\n Design controls to validate\, monitor\, and document agent behavior during audits\n Understand how audit teams can collaborate with AI agents to enhance assurance quality\n\nMajor Subjects\nAudit use cases: automated sampling\, real-time analytics\, evidence gathering Case studies: Big 4 agent-driven assurance platforms Agent reliability\, explainability\, and audit documentation PCAOB AS 1105\, ISA 330\, and agent-auditor integration Governance: SOC 1/SOC 2 controls for audit AI tools \nInstructions\nNone URL:https://sc.cpa/event/sste100-27-surgents-autonomous-agents-in-audit-and-assurance/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T031315Z CREATED:20260807T031315Z LAST-MODIFIED:20260807T031315Z UID:10007059-1814356800-1814356800@sc.cpa SUMMARY:(SSTX374/27) Surgent's Weekly Expert Hour (Original Air Date: 6/26/25) 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\nComparison of House and Senate versions of the OBBB Trump Accounts Proposed Section 899 \nInstructions\nNone URL:https://sc.cpa/event/sstx374-27-surgents-weekly-expert-hour-original-air-date-6-26-25/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T031324Z CREATED:20260807T031322Z LAST-MODIFIED:20260807T031324Z UID:10007060-1814356800-1814356800@sc.cpa SUMMARY:(SSTX290/27) Surgent's Weekly Expert Hour (Original Air Date: 10/14/21) 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\nIncrease for Social Security recipients New 2021 draft tax forms (as of 10/14/21): Form 1040 – Schedule 1\, Schedule 2\, and Schedule 3 The 4% rule: is this the best approach to sustainable retirement spending Commercial real estate tax strategies: a refresher for tax year 2021 \nInstructions\nNone URL:https://sc.cpa/event/sstx290-27-surgents-weekly-expert-hour-original-air-date-10-14-21/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T031411Z CREATED:20260807T031411Z LAST-MODIFIED:20260807T031411Z UID:10007061-1814356800-1814356800@sc.cpa SUMMARY:(SSTE107/27) Surgent's Incident Response and Case Studies in AI-powered Cybersecurity DESCRIPTION:Event Description\nThis course emphasizes the practical application of incident response frameworks through case studies of AI-related cyber incidents. It focuses on preparing financial professionals to effectively manage and learn from cybersecurity crises. \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\nEvaluate the role of financial professionals in incident response planning and execution\n Analyze real-world cybersecurity incidents to identify lessons for organizational improvement\n Apply frameworks such as the NIST Cybersecurity Framework to practical scenarios\n Collaborate effectively with IT and legal teams during cybersecurity crises\n Develop strategies for integrating incident response lessons into proactive risk management\n\nMajor Subjects\nFrameworks for incident response (e.g.\, NIST Cybersecurity Framework) Case studies of notable AI-powered cybersecurity incidents (e.g.\, ransomware\, data breaches) Practical tips for financial professionals to manage crises Post-incident analysis and lessons learned Building organizational resilience through continuous improvement \nInstructions\nNone URL:https://sc.cpa/event/sste107-27-surgents-incident-response-and-case-studies-in-ai-powered-cybersecurity/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T031412Z CREATED:20260807T031412Z LAST-MODIFIED:20260807T031412Z UID:10007062-1814356800-1814356800@sc.cpa SUMMARY:(SSOT115/27) Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times DESCRIPTION:Event Description\nConsumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies\, followed by medical expenses and foreclosure. Corporate bankruptcies\, on the other hand\, are often the result of several factors\, including excessive debt\, decreased demand\, increased costs\, lawsuits or poor accounting practices.It is no secret bankruptcy filings will see a tremendous uptick in the wake of the Covid-19 pandemic. As an accountant\, CFP\, attorney or other professional\, you need to be able to discuss the process and different available courses of action with your clients. Both landlords and tenants will be influenced tremendously. Individuals will look to your advice for a discharge and new start. Businesses will do the same and will also need to advise loyal employees. Creditors will receive proofs of claim and look to you for your expertise. Take this webinar and make sure you can speak fluently to both creditors and debtors. As trusted advisors\, then\, professionals should have a basic understanding of the bankruptcy process. This course provides a thorough review of the consumer and corporate bankruptcy practice. Participants in this webinar will gain an understanding of how consumer and corporate bankruptcy proceedings begin and end\, as well as learn about key issues that affect debtor and creditor rights during bankruptcy.This webinar provides information from the perspective of both debtor and creditor. Although bankruptcy concerns the debts of the debtor\, the Bankruptcy Code provides substantial protections to creditors. Creditor rights\, however\, vary widely depending on the status afforded the creditor under the Bankruptcy Code. Do yourself\, your clients and your profit margin a favor and sign up for this invaluable webinar. \nDesigned For\nProfessionals seeking to understand the basic components of bankruptcy proceedings \nObjectives\n\nUnderstand the different types of bankruptcy proceedings \n Advise clients regarding the proof of claim process\n Be well versed in the eligibility requirements for consumer bankruptcies\n Understand the role of the automatic stay injunction \n\nMajor Subjects\nCommencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7\, 11\, and 13 bankruptcy cases The bankruptcy discharge Proofs of claim Plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors \nInstructions\nNone URL:https://sc.cpa/event/ssot115-27-surgents-bankruptcy-basics-understanding-the-reorganization-and-liquidation-process-in-these-uncertain-economic-times/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T031539Z CREATED:20260807T031539Z LAST-MODIFIED:20260807T031539Z UID:10007063-1814356800-1814356800@sc.cpa SUMMARY:(SSTX166/27) Surgent's Tax Aspects of Home Offices and Vacation Homes DESCRIPTION:Event Description\nThe purpose of this course is to provide a practical and in-depth analysis of the significant tax planning advantages and strategies related to owning a principal residence for use as a home office and/or vacation home for upper-income taxpayers. \nDesigned For\nCPAs who wish to assist clients with the home office deduction and/or vacation home issues \nObjectives\n\nDistinguish a pure residence from a mixed-use residence and how Section 280A applies\n Discuss the application of Section 280A to a vacation home that is also rented out during part of the year\n Identify the issues related to the use of the residence as a home office\n\nMajor Subjects\nMixed use of a residence: how deductions are limited in rental situations Home office: qualification and calculation Strategies and planning for renting a principal residence instead of selling it Why buying a vacation home can be a very smart investment Should you rent or use your vacation home? Opportunities and pitfalls Rules for using like-kind exchanges on principal residences and vacation homes Understanding the tax rules for acquisition indebtedness and home equity indebtedness Maximizing your interest expense deduction in light of limitations in the tax code \nInstructions\nNone URL:https://sc.cpa/event/sstx166-27-surgents-tax-aspects-of-home-offices-and-vacation-homes/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T031624Z CREATED:20260807T031624Z LAST-MODIFIED:20260807T031624Z UID:10007064-1814356800-1814356800@sc.cpa SUMMARY:(SSAA284/27) Surgent's Finding Errors in Excel Spreadsheets DESCRIPTION:Event Description\nThis intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications\, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course\, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets\, enhancing their overall productivity and accuracy in their professional roles. \nDesigned For\nAnyone who uses Excel extensively in their work\, especially those involved in financial analysis\, reporting\, auditing\, or any role where accuracy and efficiency in handling Excel spreadsheets are paramount \nObjectives\n\nApply advanced Excel auditing tools\, such as Trace Precedents\, Trace Dependents\, and the Error Checking feature\, to effectively identify and rectify complex errors in financial spreadsheets\n Analyze and interpret common error messages and anomalies in Excel\, enabling the ability to diagnose underlying issues in spreadsheet formulas and data inputs\n Distinguish between different types of Excel errors\, including formula errors\, reference errors\, and logic errors to implement targeted corrective actions for enhanced spreadsheet accuracy and reliability\n\nMajor Subjects\nCommon Excel errors\, including formula errors\, reference errors\, and logic errors Advanced Excel functions and formulas that are crucial for error detection and data analysis Data validation techniques\, including setting up data validation rules and using conditional formatting to highlight potential inaccuracies Error tracing and auditing tools\, including Trace Precedents\, Trace Dependents\, and the Error Checking tool \nInstructions\nDownload the handout and practice material prior to course URL:https://sc.cpa/event/ssaa284-27-surgents-finding-errors-in-excel-spreadsheets/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T031627Z CREATED:20260807T031627Z LAST-MODIFIED:20260807T031627Z UID:10007065-1814356800-1814356800@sc.cpa SUMMARY:(SSTX340/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/13/24) 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\nGlobal economic outlook: inflation\, interest rates\, and more Defining employees versus independent contractors Inheritance planning and the Great Wealth Transfer \nInstructions\nNone URL:https://sc.cpa/event/sstx340-27-surgents-weekly-expert-hour-original-air-date-6-13-24/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T031919Z CREATED:20260807T031918Z LAST-MODIFIED:20260807T031919Z UID:10007067-1814356800-1814356800@sc.cpa SUMMARY:(SSTX182/27) Surgent's International Tax Challenges and Opportunities for U.S. Filers DESCRIPTION:Event Description\nGlobalization continues to make it easier for taxpayers to live abroad\, do business in other countries\, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented to U.S. expats or investors living or investing abroad. It examines how foreign-source income is taxed in the U.S. and how the tax consequences could be mitigated by applying the tax treaties\, claiming credit for foreign taxes paid\, or excluding foreign-earned income. Additionally\, the course discusses the numerous foreign informational form reporting requirements and the significant penalties that could be imposed by the IRS. Examples from real-life client scenarios are included. \nDesigned For\nAccounting and finance professionals who advise clients with foreign income \nObjectives\n\nAdvise clients on unique tax issues faced by U.S. residents living\, doing business\, or investing abroad\n Understand how foreign-source income is taxed in the U.S.\n Advise clients on key tax-saving opportunities available \n\nMajor Subjects\nResidency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements \nInstructions\nNone URL:https://sc.cpa/event/sstx182-27-surgents-international-tax-challenges-and-opportunities-for-u-s-filers/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T031922Z CREATED:20260807T031922Z LAST-MODIFIED:20260807T031922Z UID:10007068-1814356800-1814356800@sc.cpa SUMMARY:(SSTX289/27) Surgent's Weekly Expert Hour (Original Air Date: 10/07/21) 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\nUpdate on tax legislation (as of 10/7/21) Medicare reimbursements and balance billing When does it make economic sense to claim Social Security? \nInstructions\nNone URL:https://sc.cpa/event/sstx289-27-surgents-weekly-expert-hour-original-air-date-10-07-21/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T031929Z CREATED:20260807T031928Z LAST-MODIFIED:20260807T031929Z UID:10007069-1814356800-1814356800@sc.cpa SUMMARY:(SSTX314/27) Surgent's Weekly Expert Hour (Original Air Date: 5/27/21) 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. \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 American Families Plan Tax Compliance Agenda (as of 5/27/21) IRS Notice 2021-31 Pitfalls to avoid when moving IRA assets for beneficiaries New Form 14457 and accompanying Instructions Options to resolve taxpayer noncompliance related to foreign income or assets Updated Voluntary Disclosure Program (UVDP) \nInstructions\nNone URL:https://sc.cpa/event/sstx314-27-surgents-weekly-expert-hour-original-air-date-5-27-21/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032133Z CREATED:20260807T032133Z LAST-MODIFIED:20260807T032133Z UID:10007072-1814356800-1814356800@sc.cpa SUMMARY:(SSAA244/27) Surgent's Latest Developments in Nonprofit Accounting and Auditing DESCRIPTION:Event Description\nThis year is indeed another year of significant change in the world of nonprofit accounting and auditing. Time is valuable\, and it’s hard to stay current in today’s rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 20 focused exercises are included to provide an enhanced working knowledge of the latest developments in nonprofit accounting and auditing. \nDesigned For\nAuditors and industry professionals working in the nonprofit environment \nObjectives\n\nUnderstand the latest GAO\, OMB\, AICPA\, and FASB developments\n Keep your accounting and auditing skills up to date with current requirements\n Prepare for major changes on the horizon\n\nMajor Subjects\nDeveloping issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards Key AICPA developments affecting audits of nonprofits (including SAS No. 146 on quality management) Key issues related to not-for-profit financial reporting (e.g.\, presenting a measure of operations\, various disclosures\, etc.) Key challenges encountered in not-for-profit accounting (e.g.\, conditional contributions\, restricted contributions\, contributed services\, membership dues\, noncash contributions\, etc.) \nInstructions\nNone URL:https://sc.cpa/event/ssaa244-27-surgents-latest-developments-in-nonprofit-accounting-and-auditing/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032146Z CREATED:20260807T032146Z LAST-MODIFIED:20260807T032146Z UID:10007075-1814356800-1814356800@sc.cpa SUMMARY:(SSAA155/27) Surgent's Accounting Principle Changes -- What Every CPA needs to know DESCRIPTION:Event Description\nThis course provides an overview of the accounting requirements with respect to accounting principle changes. The scope of accounting changes includes a discussion of changes in accounting principles\, changes in accounting estimates\, as well as changes of a reporting entity. A majority of the information included within this course is sourced from the requirements found within FASB ASC Topic No. 250\, Accounting Changes and Error Corrections. \nDesigned For\nAccounting professionals \nObjectives\n\nList the different types of accounting changes and how they affect an entity’s financial statements\n Differentiate between the requirements for the different types of accounting changes\n Identify disclosure requirements related to changes in accounting principles\n\nMajor Subjects\nAn overview of the accounting requirements with respect to accounting principle changes Accounting changes that can take the shape of changes in accounting principle\, changes in accounting estimates\, and changes in reporting entity The ASUs that have affected ASC topics over the last few years \nInstructions\nNone URL:https://sc.cpa/event/ssaa155-27-surgents-accounting-principle-changes-what-every-cpa-needs-to-know/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032153Z CREATED:20260807T032152Z LAST-MODIFIED:20260807T032153Z UID:10007076-1814356800-1814356800@sc.cpa SUMMARY:(SSTX286/27) Surgent's Weekly Expert Hour (Original Air Date: 9/23/21) 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\nLatest news on proposed tax legislation (as of 9/23/21) Modification of rules relating to retirement plans SECURE Act 2.0 Wyden pass-through reform discussion draft \nInstructions\nNone URL:https://sc.cpa/event/sstx286-27-surgents-weekly-expert-hour-original-air-date-9-23-21/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032158Z CREATED:20260807T032157Z LAST-MODIFIED:20260807T032158Z UID:10007077-1814356800-1814356800@sc.cpa SUMMARY:(SSAA200/27) Surgent's FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide DESCRIPTION:Event Description\nThis course provides a detailed discussion on the key topics related to financial reporting. The course will focus on all recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners. Specifically\, the course will review all recently issued FASB updates\, with a focus on those related to leases (ASC 842)\, and credit losses (ASC 326)\, which will impact virtually all companies. The course will address other challenging areas of accounting\, such as accounting for income taxes and for debt instruments. Lastly\, it will provide you with a comprehensive review of recent Private Company Standard-Setting activities and what is on the FASB’s technical agenda. This course is the place to go for a detailed understanding of all the goings on at the FASB that impact smaller and medium-sized companies. \nDesigned For\nSmall and medium-sized practicing CPAs and their staffs\, both in public accounting and business and industry\, controllers\, accountants\, and other financial accounting personnel involved in financial statement preparation and review \nObjectives\n\nBe familiar with recent private company standard setting activities\n Review recently issued FASB Accounting Standards Updates that relate to small and medium-sized businesses\n Review the FASB’s recently issued lease accounting standard\n Understand the changes coming with the FASB’s new credit losses standard\n Be aware of other important practice matters\n Utilize hands-on examples and illustrations to increase your overall understanding and application of the material\n\nMajor Subjects\nPrivate company standard setting activities FASB Accounting Standards Updates (ASUs) relevant to smaller businesses Lease accounting implementation guidance ASC 326\, Credit Losses Accounting for income taxes Accounting for debt instruments \nInstructions\nNone URL:https://sc.cpa/event/ssaa200-27-surgents-fasb-update-for-small-and-medium-sized-businesses-a-practical-implementation-guide/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032208Z CREATED:20260807T032206Z LAST-MODIFIED:20260807T032208Z UID:10007079-1814356800-1814356800@sc.cpa SUMMARY:(SSOT137/27) Surgent's Max the Tax: Crowdfunding DESCRIPTION:Event Description\nYour client\, Aida\, wants to share an amazing new product and service with the world\, but she needs funding. The product\, a sensory jacket\, syncs with virtual reality (VR) apps so people can use more of their senses in VR experiences. Ask relevant questions to create an effective fundraising campaign for the product. \nDesigned For\nAccounting professionals and anyone needing foundational information related to crowdfunding \nObjectives\n\nUnderstand how crowdfunding platforms work\n Be able to explain the different types of crowdfunding campaigns\n Implement strategies for building a successful crowdfunding campaign\n\nMajor Subjects\nHow crowdfunding works The different types of crowdfunding programs Strategies for building a crowdfunding campaign \nInstructions\nNone URL:https://sc.cpa/event/ssot137-27-surgents-max-the-tax-crowdfunding/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032342Z CREATED:20260807T032342Z LAST-MODIFIED:20260807T032342Z UID:10007080-1814356800-1814356800@sc.cpa SUMMARY:(SSAA141/27) Surgent's Accounting Changes and Error Corrections - What Every CPA Needs to Know DESCRIPTION:Event Description\nThis course provides an overview of the accounting requirements with respect to accounting changes and error corrections and the reporting implications within an entity’s financial statements. The scope of accounting changes includes a discussion of changes in accounting principles\, changes in accounting estimates\, as well as changes of a reporting entity. The course also provides an overview of the accounting requirements of correcting errors in previously issued financial statements as well as restatement considerations. A majority of the information included within this course is sourced from the requirements found within FASB ASC Topic No 250\, Accounting Changes and Error Corrections. \nDesigned For\nPractitioners who want to better understand FASB ASC Topic No 250\, Accounting Changes and Error Corrections \nObjectives\n\nList the different types of accounting changes;and how they affect an entity’s financial statements\n Differentiate between the requirements for the different types of accounting changes \n Identify the steps involved in the required assessment for a correction of an error\n Differentiate between the iron curtain and rollover methods for quantifying a correction of an error\n Recognize the different types of restatements required as a result of accounting changes \n\nMajor Subjects\nFASB ASC Topic No 250\, Accounting Changes and Error Corrections Accounting changes;and error corrections taking the shape of: Changes in accounting principle; Changes in accounting estimates; Changes in reporting entity; \nInstructions\nNone URL:https://sc.cpa/event/ssaa141-27-surgents-accounting-changes-and-error-corrections-what-every-cpa-needs-to-know/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032356Z CREATED:20260807T032356Z LAST-MODIFIED:20260807T032356Z UID:10007081-1814356800-1814356800@sc.cpa SUMMARY:(SSTX143/27) Surgent's Establishing State Residency and Saving Your Clients Money DESCRIPTION:Event Description\nMany of our clients are moving to one of the seven states with no personal income tax\, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients seeking to establish residency in a new jurisdiction. Cash-strapped states are increasingly attempting to assess taxpayers who have declared domicile and residency elsewhere\, for example in Florida\, to maintain their diminishing tax base. Arm your clients with the tools needed to save money by successfully establishing domicile and residency. As a practitioner\, you can’t afford to be unaware of the latest issues affecting so many relocating baby boomers and others. Avoid that state audit with the information provided in this entertaining webinar. \nDesigned For\nCPAs with clients seeking to effectively establish new domicile and residency \nObjectives\n\nUnderstand statutory basis for establishing domicile and residency\n Understand the factual criteria for establishing domicile and residency;\n\nMajor Subjects\nTypical provisions in state statutes regarding domicile and residency In depth analysis of domicile and residency definitions Issues regarding one’s permanent abode Analysis of jurisdiction where taxpayer has the greatest connections Detailed discussion of criteria used to establish domicile and residency \nInstructions\nNone URL:https://sc.cpa/event/sstx143-27-surgents-establishing-state-residency-and-saving-your-clients-money/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032401Z CREATED:20260807T032400Z LAST-MODIFIED:20260807T032401Z UID:10007082-1814356800-1814356800@sc.cpa SUMMARY:(SSOT122/27) Surgent's Contract Law for Accounting and Finance Professionals DESCRIPTION:Event Description\nAccounting and finance professionals routinely encounter a broad range of legal issues while advising clients or performing routine job functions. Contract law tops the list as the most frequent issue that intersects with the accounting and finance professions. As trusted advisors\, it is wise to understand the fundamentals of contract law for both personal and professional benefit. This course provides a broad overview of contract law basics geared specifically toward the accounting and finance professions. From contract formation to enforceability\, this course offers an interesting look at how contract law intersects with accounting and finance. Participants should walk away with a better understanding of common issues that arise when reviewing contracts. \nDesigned For\nAnyone in the accounting or financial service professions who seeks to gain a better understanding of contract law and how it intersects with their profession \nObjectives\n\nRecognize the elements required to create a valid contract\n Understand common techniques to enforce a contract\n Be well versed in the rules of contract interpretation\n Understand defenses used to prevent contract enforcement\n Explain remedies that are available to a party enforcing a contract\n\nMajor Subjects\nContract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation \nInstructions\nNone URL:https://sc.cpa/event/ssot122-27-surgents-contract-law-for-accounting-and-finance-professionals/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032531Z CREATED:20260807T032531Z LAST-MODIFIED:20260807T032531Z UID:10007084-1814356800-1814356800@sc.cpa SUMMARY:(SSTX222/27) Surgent's Purchase and Sale of a Residence: Critical Tax Issues DESCRIPTION:Event Description\nMany clients end up selling one or more residences during their lifetimes. Tax practitioners must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides general tax practitioners with the tax rules they need to know to help their clients when they sell a personal residence. This program is a comprehensive survey of the various tax issues associated with the sale of a residence. \nDesigned For\nAny tax professional who will be advising clients regarding the sale or other disposition of a residence \nObjectives\n\nExplain and implement the tax rules relating to the sale of a residence \n\nMajor Subjects\nGeneral rules relating to the sale of a residence under Section 121 Sale of a taxpayer’s main home Qualifying for a partial exclusion of gain on the sale of a home How a taxpayer meets the residence requirement Meeting the look-back requirement Separated\, divorced\, and widowed taxpayers Work-related moves and unforeseeable events Inherited homes and homes received in a divorce Impact of business or rental use of home on the gain exclusion Reporting gain or loss on the sale of a home \nInstructions\nNone URL:https://sc.cpa/event/sstx222-27-surgents-purchase-and-sale-of-a-residence-critical-tax-issues/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032713Z CREATED:20260807T032713Z LAST-MODIFIED:20260807T032713Z UID:10007086-1814356800-1814356800@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:20260807T032720Z CREATED:20260807T032719Z LAST-MODIFIED:20260807T032720Z UID:10007087-1814356800-1814356800@sc.cpa SUMMARY:(SSOT126/27) Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services DESCRIPTION:Event Description\nOne of the most difficult things for any Client Advisory Services (CAS) professional to learn is how to communicate financial information to non-financial people. To be successful\, it’s crucial to master this skill\, as we frequently explain accounting jargon to those unfamiliar with the field. In this course\, we will explore how to properly communicate with stakeholders\, including investors\, clients\, boards of directors\, and even other departments. We will explore biases that people have when viewing financial information and even how to make sure we keep our message on point. If you are looking to move up in the financial services world\, this course is a must for you. \nDesigned For\nAccounting and finance professionals looking to communicate more effectively and advance in their companies \nObjectives\n\nState the accountant’s role within a company \n Recognize how different stakeholders view financial statements\n Identify how to focus on just the key points when reporting financial results\n\nMajor Subjects\nCommunicating financial results The role of the accountant in communication The challenges accountants face in communication Creating better awareness of a company’s financials Behavioral biases of stakeholders Tips for staying on-point in communication Case study \nInstructions\nNone URL:https://sc.cpa/event/ssot126-27-surgents-communicating-financial-results-to-stakeholders-a-guide-for-client-advisory-services/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032723Z CREATED:20260807T032722Z LAST-MODIFIED:20260807T032723Z UID:10007088-1814356800-1814356800@sc.cpa SUMMARY:(SSTX194/27) Surgent's Multistate Tax Update DESCRIPTION:Event Description\nWith the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets\, they continue to look for additional forms of revenue. You can’t afford to ignore recent changes in state and local tax. Even tax-savvy businesses and their advisers often neglect to consider the consequences of state and local taxes. Multistate taxation is more complex and demanding than ever before. In addition to having their own unique tax laws\, states have been more focused on enforcement. Plan to attend this fast-paced class that covers developing topics in state taxation\, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance. \nDesigned For\nAccountants who want an update on current multistate tax issues to minimize clients’ potential state and local tax liability \nObjectives\n\nUnderstand changes in state statutes\, regulations and case law\n Determine how the states will treat changes under the Tax Cuts and Jobs Act\n Identify areas that may require additional attention for state tax planning purposes\n Identify areas that may be costly for employers or clients\n Understand the who\, what\, when\, and where of nexus for income and sales tax\n \n \n \n\nMajor Subjects\nThe domicile dilemma: Issues for individuals with homes in multiple states; traveling employees; where to withhold? Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus Emerging compliance issues in the new sales tax economy Income Tax (and other forms of tax): Economic nexus (taxation without physical presence) Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: Attributional and agency nexus; presence of intangible property; is P.L. 86-272 still valid? Income-tax apportionment issues: Prevalence of the single sales factor; determining the type of property being sold; sourcing of income from intangible property and services; sourcing of service income; Market Based versus Cost of Performance Pass-through problems: Nexus issues for interest owners Treatment of the 199A deduction for pass through entities by states: Withholding issues; sourcing of income; taxation at the entity level Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires When to consider voluntary compliance: Responsibility of officers\, members\, partners\, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax \nInstructions\nNone URL:https://sc.cpa/event/sstx194-27-surgents-multistate-tax-update/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032726Z CREATED:20260807T032726Z LAST-MODIFIED:20260807T032726Z UID:10007089-1814356800-1814356800@sc.cpa SUMMARY:(SSAA257/27) Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs DESCRIPTION:Event Description\nASC 606 is now just revenue recognition. Its time as a new standard has passed. Given the importance of revenue to all entities\, investors\, and capital markets\, there will always be a need for a comprehensive review of the accounting related to revenue recognition\, including recently issued changes to this guidance. Whether you are looking to improve your revenue recognition processes\, benchmark your financial statement disclosures against your peer group\, or assess the impact of changes to your revenue recognition processes due to geopolitical events\, this course will provide you with the information you need to apply Topic 606 in this current environment.This course will review the basic Topic 606 five-step model and provide specific implementation guidance and examples. It will cover the presentation and disclosure requirements for Topic 606\, including the private company disclosure relief available under Topic 606\, and provide disclosure examples. It will also cover the results of the final stage of the FASB’s Post-Implementation Review (PIR) process related to ASC 606. Lastly\, the course will discuss best practices\, lessons learned\, and ways to improve the business process when recognizing revenue going forward.Even though implementing Topic 606 is behind us\, it is still possible to improve the processes that drive revenue recognition\, and this course will assist you in doing that. \nDesigned For\nAccounting and auditing practitioners at all levels desiring to understand the FASB’s revenue recognition guidance \nObjectives\n\nExplain the FASB’s revenue recognition guidance found in Topic 606\n Describe the FASB’s five-step revenue recognition model\n Discuss the presentation and disclosure requirements in the standard\n Utilize hands-on examples and illustrations to increase your overall understanding and application of the material\n Recall best practices and areas for improvement in the recognition of revenue\n View feedback from the FASB’s PIR Report\n\nMajor Subjects\nTopic 606\, Revenue from Contracts with Customers\, including recently issued ASUs impacting Topic 606 The FASB’s five-step revenue recognition model\, including hands-on examples and illustrations of the new guidance Presentation and disclosure requirements Accounting considerations related to geopolitical events and changes to revenue recognition processes Lessons learned and best practices for improving business processes related to revenue recognition going forward The results and findings of the final (stage 3) FASB PIR Report addressing ASC 606 \nInstructions\nNone URL:https://sc.cpa/event/ssaa257-27-surgents-guide-to-the-topic-606-revenue-recognition-model-for-all-cpas/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032739Z CREATED:20260807T032738Z LAST-MODIFIED:20260807T032739Z UID:10007091-1814356800-1814356800@sc.cpa SUMMARY:(SSAA111/27) Surgent's A Guide to Auditing Common Investments DESCRIPTION:Event Description\nMany small- and mid-size entities hold fewer complex investments including alternative investments. This module will provide an overview for evaluating the proper recognition\, measurement\, and disclosure of common investment types as well as how to audit them. Derivatives and other more complex investments will be discussed in another module. (Please Note: This module is part of Surgent’s Audit Skills Training: Level 2.) \nDesigned For\nAccountants responsible for accounting for or auditing fewer complex investments\, including alternative investments. \nObjectives\n\nIdentify the proper accounting for common investments\n Explain audit risks associated with auditing common investments\n Discuss how to tailor the audit plan to assessed risks of material misstatement\n Explain fair value; and other presentation and disclosure requirements\n\nMajor Subjects\nOverview of common investment types Typical audit risks and related audit procedures Alternative Investments Fair value disclosure\, including applying the fair value hierarchy \nInstructions\nNone URL:https://sc.cpa/event/ssaa111-27-surgents-a-guide-to-auditing-common-investments/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032740Z CREATED:20260807T032739Z LAST-MODIFIED:20260807T032740Z UID:10007092-1814356800-1814356800@sc.cpa SUMMARY:(SSTE128/27) Surgent's Leverage PowerBI.com to Create Data Analysis for Others DESCRIPTION:Event Description\nUnlock the full potential of data analytics with this specialized course. This two-hour intensive course is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you’re a data analyst\, business intelligence professional\, or someone keen on mastering data visualization and report creation\, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making. Our expertly crafted program offers a deep dive into the essentials of PowerBI.com\, starting with a comprehensive tour of its interface and core concepts. You’ll gain experience in connecting to diverse data sources\, creating stunning visualizations\, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com\, allowing you to explore data with natural language queries. By mastering the art of sharing data sets\, reports\, and dashboards\, and creating comprehensive apps\, you’ll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike. Through this course\, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate data sets\, reports\, and dashboards\, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape\, offering not just theoretical knowledge but real-world applications. Upon completion\, participants will not only have a thorough understanding of PowerBI.com but will also have the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skill set and make data-driven decisions with ease. \nDesigned For\nData analysts\, business intelligence professionals\, and anyone interested in learning how to use Microsoft Power BI to share data analysis \nObjectives\n\nIdentify the key components and functionalities of the PowerBI.com interface\, enabling efficient navigation and utilization for data analysis tasks\n Recognize the capabilities of the Q&A feature in PowerBI.com so you can leverage it for generating quick insights from data using natural language queries\n Select the appropriate data sharing and collaboration methods within PowerBI.com for your situation\n\nMajor Subjects\nAn in-depth walkthrough of the PowerBI.com environment\, focusing on user interface elements\, navigation\, and customization Fundamental concepts of PowerBI.com\, including its architecture\, data handling capabilities\, and integration features Techniques for connecting various data sources to PowerBI.com\, ensuring seamless data integration and synchronization Creating impactful visualizations and assembling informative dashboards to present data compellingly The interactive Q&A feature to derive insights through natural language queries Best practices for sharing data sets\, reports\, and dashboards with different audiences so they can leverage your data analysis work How to package reports and dashboards into apps for easy distribution and consumption \nInstructions\nNone URL:https://sc.cpa/event/sste128-27-surgents-leverage-powerbi-com-to-create-data-analysis-for-others/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032741Z CREATED:20260807T032740Z LAST-MODIFIED:20260807T032741Z UID:10007093-1814356800-1814356800@sc.cpa SUMMARY:(SSOT112/27) Surgent's Business Law Essentials for Practitioners and Controllers DESCRIPTION:Event Description\nThis course covers basic legal principles that every accountant should be familiar with to avoid common legal disputes and costly litigation. By analyzing business law issues from the standpoint and background of accountants and auditors\, this course will help you develop an approach to client and practice issues with a sensitivity and appreciation for potential legal ramifications. \nDesigned For\nAll practitioners and controllers who want a better understanding of how the law can impact their practice and their clients \nObjectives\n\nIdentify the most common legal issues arising in the business context\n State the general legal rules applicable to business situations\n Recognize the role that accountants can play in identifying and resolving legal problems\n Identify compliance aspects of different entity types\n\nMajor Subjects\nContract principles Partnerships and limited liability entities Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Intellectual property Real property law Bankruptcy basics Environmental Law Merger basics \nInstructions\nNone URL:https://sc.cpa/event/ssot112-27-surgents-business-law-essentials-for-practitioners-and-controllers/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032949Z CREATED:20260807T032949Z LAST-MODIFIED:20260807T032949Z UID:10007094-1814356800-1814356800@sc.cpa SUMMARY:(SSOT151/27) Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional DESCRIPTION:Event Description\nIn today’s rapidly changing world\, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand\, they need to be abreast of the latest proven financial skills for making the best decisions\, and on the other hand\, they need the best skills to motivate\, manage\, and lead people. Being pigeonholed into one area or another is neither good for career building nor good for the organization. We’ll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations. \nDesigned For\nCFOs\, controllers\, and finance professionals \nObjectives\n\nUnderstand the current issues and latest trends impacting CFOs\, controllers\, and finance professionals\n Understand how domestic and global economic conditions could impact an organization\n Apply what we have learned from recent economic and political changes to have a positive impact on an organization\n Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course\n\nMajor Subjects\nEconomic update Leadership and management changes because of recent developments\, including AI Managing for productivity Hiring the best people for the organization New motivation techniques \nInstructions\nNone URL:https://sc.cpa/event/ssot151-27-surgents-controller-cfo-update-hot-topics-facing-todays-financial-professional/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032951Z CREATED:20260807T032950Z LAST-MODIFIED:20260807T032951Z UID:10007095-1814356800-1814356800@sc.cpa SUMMARY:(SSAA162/27) Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection DESCRIPTION:Event Description\nThe focus of this course is reducing the overall risk of fraud. To that end\, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics\, as well as how the reactions of people in certain situations may impact the prevalence of fraud. \nDesigned For\nCPAs in public practice and industry who wish to educate clients or colleagues on preventing fraud from occurring at the source – would-be fraudsters \nObjectives\n\nRecognize the prevalence of fraud\n Understand the ways an organization may unintentionally cause fraud\n Identify the costs of fraud\n Comprehend how the new COSO framework for internal control focuses on fraud\n Grasp the importance of an internal control environment\n Recognize potential signs of fraudulent behavior\n Understand how people may respond differently to certain factors\n See that there are many layers involved in fraud defense\n Anticipate a new environment ripe for fraudulent claims and reports\n\nMajor Subjects\nThe price of fraud – ACFE’s Report to the Nations and ancillary costs The current economy – microeconomics and analysis COSO internal control framework\, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments) Power of morale – shrinking the fraud triangle and employee motivation Deviant workplace behavior Historic schemes Why good folks go bad – interesting findings and red flags Combating fraud with controls Controls used by fraud victim organizations and suggestions for better implementation Fraud’s new frontier Corporate social\, environmental\, governance\, and equity/inclusion reports and audits \nInstructions\nNone URL:https://sc.cpa/event/ssaa162-27-surgents-winning-the-fraud-battle-in-the-digital-age-prevention-and-detection/ CATEGORIES:Self-Study Text END:VEVENT END:VCALENDAR