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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T044128Z
CREATED:20260612T223618Z
LAST-MODIFIED:20260613T044128Z
UID:10006290-1814356800-1814356800@sc.cpa
SUMMARY:(SSTX101/27) Surgent's Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
DESCRIPTION:Event Description\nThis course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts\, fiduciary accounting\, and an introduction to or refresher on preparing Form 1041. This practical\, over 300-page manual is an excellent reference source for your practice\, which begins with quite simple cases. Building upon that base throughout the manual\, the course ends with two complicated preparation cases\, one trust and one estate\, each with filled-in forms. \nDesigned For\nAccounting and Financial Professionals whose practice includes the preparation of fiduciary income tax returns \nObjectives\n\nBe aware of fiduciary accounting principles\n Calculate Distributable Net Income and the income distribution deduction \n Prepare Form 1041 and Schedule K-1 \n\nMajor Subjects\nClassifying receipts between income and corpus under the Uniform Principal and Income Act    Calculation of DNI utilizing three different methods\, a forms method (Schedule B)\, a code method\, and a shortcut method\, utilizing a worksheet of common income and expenses    Proper W-2 preparation and procedures in the year of death    Taxpayer passes before taking a required minimum distribution; what must be done?;    Forgetful fiduciaries of simple trusts    Fluctuating trusts – Simple one year\, complex the next    Dividing income in the year of death    Overview of Subchapter J    Form preparation issues – Filing requirements and line-by-line explanations of Form 1041    Taxable income of estates and trusts and expense allocation issues    Specific deductions and miscellaneous itemized deductions    Income in respect of a decedent    The income distribution deduction calculation    Relation of principal and income law to DNI    Understanding how to handle capital gains and losses    Allocating tax items to beneficiaries: another K-1    Other considerations: excess deductions on termination    Comprehensive DNI case study\, with principal (cost and FMV) and income reconciliation    Comprehensive trust and estate case studies\, with filled-in forms \nInstructions\nNone
URL:https://sc.cpa/event/sstx101-27-surgents-fiduciary-income-tax-returns-form-1041-workshop-with-filled-in-forms/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T044130Z
CREATED:20260612T223619Z
LAST-MODIFIED:20260613T044130Z
UID:10006291-1814356800-1814356800@sc.cpa
SUMMARY:(SSTX130/27) Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp
DESCRIPTION:Event Description\nThe life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family. \nDesigned For\nPractitioners with small business clients that will eventually sell that business to third parties or family members that need advice regarding exiting the business \nObjectives\n\nUnderstand the process of selling a business from finding a buyer to completing the sale\n Understand how business brokers operate and the fees they charge\n Discuss the difference between selling the business and leaving the business: the transition period\n Protect the seller’s interest in a seller-financed sale\n Understand how estate planning and family succession of a business interact\n Understand the use of discounts in transfers of ownership interests to family members\n Discuss when to turn over operations while maintaining control of a family business: drawing distributions from the business for retirement and receiving a step-up in basis at death\n Understand various structuring options for family business succession\n\nMajor Subjects\nHow to find unrelated buyers of a business    Maintaining control of the business succession process    Turning over the reins to family members: when to give up control    Finding the right team to sell a business    Options for selling a business to an unrelated party    Options for selling a business to family members    Options for selling a business to employees    Overcoming the emotional attachment to a business    Selling to family members for a life annuity    Using family partnerships and trusts to transfer a business \nInstructions\nNone
URL:https://sc.cpa/event/sstx130-27-surgents-succession-planning-for-the-small-business-owner-finding-the-exit-ramp/
CATEGORIES:Self-Study Text
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T044132Z
CREATED:20260612T223620Z
LAST-MODIFIED:20260613T044132Z
UID:10006292-1814356800-1814356800@sc.cpa
SUMMARY:(SSTX181/27) Surgent's Top Individual Tax Planning Strategies
DESCRIPTION:Event Description\nIndividual tax planning strategies for 2025 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers. Taxpayers and their clients now have the opportunity to utilize these new planning strategies. Tax practitioners must know about these new changes and the planning strategies associated with them to maximize the advantages to their clients. This program will cover tax changes enacted in 2025 that impact individuals and provide individuals with significant tax reduction opportunities. \nDesigned For\nAccounting and finance professionals who need to know about tax planning opportunities for 2025 and later \nObjectives\n\nAdvise individual clients on tax changes and planning opportunities associated with those changes in 2025 and after\n\nMajor Subjects\nExtension and enhancement of reduced rates and the standard deduction    The temporary senior deduction    Extension and enhancement of increased Child Tax Credit    Extension and enhancement of increased estate and gift tax exemption amounts    Contributions to ABLE accounts and benefitting from the Saver’s Credit     Increased SALT deduction    Deduction for car loan interest    Using Trump Accounts    Extension and enhancement of paid family and medical leave credit    Enhancement of Adoption Credit\, the dependent care assistance program and the child and dependent care tax credit    Tax credit for contributions of individuals to scholarship granting organizations    Additional expenses treated as qualified higher education expenses for purposes of 529 accounts    Individual charitable contributions    Health savings account related tax changes \nInstructions\nNone
URL:https://sc.cpa/event/sstx181-27-surgents-top-individual-tax-planning-strategies/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T050721Z
CREATED:20260612T223703Z
LAST-MODIFIED:20260613T050721Z
UID:10006293-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE137/27) Surgent's Power Query Series: Data Transformations
DESCRIPTION:Event Description\nThis course teaches the user how to perform data transformations in Power Query\, using a hands-on approach. 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 fourth 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 all transformations available in Power Query to turn messy data into a table format to enable data modeling\n Understand how to perform data transformations using a hands-on example\n\nMajor Subjects\nWorkflow of a data transformation\, including data cleaning\, data enrichment\, and data shaping    How to perform data transformations    Hands-on example: flattening a general ledger \nInstructions\nSave all data sets provided to a central location on your computer
URL:https://sc.cpa/event/sste137-27-surgents-power-query-series-data-transformations/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T050722Z
CREATED:20260612T223704Z
LAST-MODIFIED:20260613T050722Z
UID:10006294-1814356800-1814356800@sc.cpa
SUMMARY:(SSTX359/27) Surgent’s Weekly Expert Hour (Original Air Date: 10/31/24)
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-drive repayment methods    Payroll research and development tax credit    IRS tax inflation adjustments for tax year 2025 \nInstructions\nNone
URL:https://sc.cpa/event/sstx359-27-surgents-weekly-expert-hour-original-air-date-10-31-24/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T050724Z
CREATED:20260612T223705Z
LAST-MODIFIED:20260613T050724Z
UID:10006295-1814356800-1814356800@sc.cpa
SUMMARY:(SSAA129/27) Surgent's Effective Communications with Management and Those Charged with Governance
DESCRIPTION:Event Description\nAs a byproduct of the audit\, the auditor has a responsibility to communicate certain information to management and those charged with governance\, primarily related to risk and internal control deficiencies. In some cases the auditor may be required to report outside the entity\, for example\, when fraud is identified. Some of these communications to management and those charged with governance occur at the beginning of the audit\, others during the audit and at the end of the audit. Two-way communication is very important to meet professional responsibilities and also as a client service. This module will discuss the most significant of the required communications and explore how to make them more effective. (Please Note: This module is part of Surgent’s Audit Skills Training: Level 5.) \nDesigned For\nAccountants who have a basic level of audit experience \nObjectives\n\nDescribe the communications required to be made to those charged with governance at the beginning and end of the audit. (AU-C 260)\n Describe the communications related to deficiencies noted in internal control that are required to be made to management and those charged with governance (AU-C 265)\n Describe other communications that need to be made outside the entity in certain circumstances\n Create effective communications that enhance client service\n\nMajor Subjects\nRelevant literature    Communications to those charged with governance    Internal controls communications to management and those charged with governance \nInstructions\nNone
URL:https://sc.cpa/event/ssaa129-27-surgents-effective-communications-with-management-and-those-charged-with-governance/
CATEGORIES:Self-Study Text
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T050816Z
CREATED:20260612T223705Z
LAST-MODIFIED:20260613T050816Z
UID:10006296-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE105/27) Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals
DESCRIPTION:Event Description\nThis hands-on course introduces accountants\, auditors\, and finance professionals to agentic AI by simulating autonomous behavior using the basic version of ChatGPT. Participants will use role-play\, prompt engineering\, and guided interaction loops to create agents that simulate planning\, decision-making\, and communication workflows. No coding or advanced access is required. Participants will practice designing task-specific prompts\, simulating agent autonomy using flipped interaction patterns\, and evaluating agent output for risk and effectiveness. This course makes agentic AI accessible to all learners through practical\, scenario-based exercises using tools they already have. \nDesigned For\nCPAs\, CFOs\, controllers\, finance managers\, tax professionals\, advisors\, and financial professionals seeking hands-on experience with AI tools and workflows \nObjectives\n\nUnderstand the building blocks of agentic behavior using basic ChatGPT\n Create and simulate task-specific agents using prompt engineering techniques\n Practice flipped interaction patterns that showcase autonomous agent workflows\n Evaluate agent responses for bias\, limitations\, and control weaknesses\n Apply ethical and professional guidelines to simulated agent deployments\n\nMajor Subjects\nAgentic simulation using prompt design and structured interaction    Flipped agent/user roles in ChatGPT (autonomy emulation)    Use case walkthroughs: audit Q&A bot\, tax helper\, financial planning agent    Risk scenarios: hallucinations\, scope creep\, prompt hacking    Governance\, professional skepticism\, and documentation best practices \nInstructions\nAccess to ChatGPT during the course is encouraged but not required. Participants can create a free account by visiting chatgpt.com and clicking “Sign Up.”
URL:https://sc.cpa/event/sste105-27-surgents-build-an-ai-agent-with-chatgpt-a-hands-on-lab-for-financial-professionals/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T050817Z
CREATED:20260612T223706Z
LAST-MODIFIED:20260613T050817Z
UID:10006297-1814356800-1814356800@sc.cpa
SUMMARY:(SSTX381/27) Surgent’s Weekly Expert Hour (Original Air Date: 8/14/25)
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\nLegal Obligations and Individual Responsibilities of RMDs;    SALT Limitation and the PTET;    Qualified Production Property Rules \nInstructions\nNone
URL:https://sc.cpa/event/sstx381-27-surgents-weekly-expert-hour-original-air-date-8-14-25/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T050818Z
CREATED:20260612T223707Z
LAST-MODIFIED:20260613T050818Z
UID:10006298-1814356800-1814356800@sc.cpa
SUMMARY:(SSTX204/27) Surgent's Navigating Your Client Through the IRS Appeals Process
DESCRIPTION:Event Description\nDespite the fact that a client’s tax matter may be taken directly to court\, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating through the complex IRS Appeals. \nDesigned For\nAccounting and Financial Professionals who wish to represent clients with a tax matter in disagreement \nObjectives\n\nRecognize how to craft the appeal protest to best effect the desired findings for your client\n Identify strategies regarding in-person\, correspondence\, or phone conferences with IRS Appeals\n Utilize IRS Appeals\, the only level of appeal within the IRS\, to avoid costly\, contentious\, and time-consuming court trials\n Understand how to prepare and submit a Tax Court petition\n\nMajor Subjects\nPreparing a valid Appeals Protest for small case requests when tax\, penalties\, and interest for each period are $25\,000 or less    Writing and filing a Formal Protest\, including required information    Alternative Dispute Resolution options available to clients    Negotiation and time limitations    Preparing and submitting a Tax Court petition to preserve a client’s rights \nInstructions\nNone
URL:https://sc.cpa/event/sstx204-27-surgents-navigating-your-client-through-the-irs-appeals-process-2/
CATEGORIES:Self-Study Text
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T050819Z
CREATED:20260612T223708Z
LAST-MODIFIED:20260613T050819Z
UID:10006299-1814356800-1814356800@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:20260613T045920Z
CREATED:20260612T223709Z
LAST-MODIFIED:20260613T045920Z
UID:10006300-1814356800-1814356800@sc.cpa
SUMMARY:(SSAA202/27) Surgent's How Can I Spot Fraud? A Review of Fraud Detection and Prevention Techniques
DESCRIPTION:Event Description\nThis course will discuss what to do if you suspect fraud within your organization. The HealthSouth fraud case is presented as a means of understanding how the fraud was committed\, and ways in which it could have been prevented. This is the second of five 2-hour courses in Surgent’s Fraud Certificate Program.   This program includes a combination of lectures\, animated videos\, and live interviews with white-collar offenders and whistle-blowers. Each course is designed to be engaging and informative and will enhance your understanding of fraud. \nDesigned For\nProfessionals who want to learn how to recognize and prevent fraud in their business \nObjectives\n\nRecognize ways to detect and prevent fraud in your organization\n\nMajor Subjects\nCommon fraud prevention strategies    Common fraud detection methods \nInstructions\nNone
URL:https://sc.cpa/event/ssaa202-27-surgents-how-can-i-spot-fraud-a-review-of-fraud-detection-and-prevention-techniques/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T050013Z
CREATED:20260612T223711Z
LAST-MODIFIED:20260613T050013Z
UID:10006301-1814356800-1814356800@sc.cpa
SUMMARY:(SSAA142/27) Surgent's Annual Accounting and Auditing Update
DESCRIPTION:Event Description\nDesigned as an all-you-need-to-know update for accounting\, auditing\, and attestation practitioners at all levels in public accounting and industry\, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB)\, American Institute of Certified Public Accountants (AICPA)\, Public Company Accounting Oversight Board (PCAOB)\, and Securities and Exchange Commission (SEC).On the financial accounting front\, we will cover the FASB’s Post-Implementation Review (PIR) report for revenue recognition under ASC 606 and discuss the best practices in applying the standard and identifying any ongoing issues practitioners are experiencing with applying the standard. We will also discuss the more than a dozen ASUs the FASB has issued since the beginning of 2023 and into 2025 covering crypto assets\, disaggregated expenses\, business combinations\, and leases for entities under common control.Our focus on AICPA standards includes a detailed discussion of revamped AICPA quality management standards. The AICPA updated and modernized the standards by issuing Statement on Quality Management Standards 1\, 2\, and 3 (SQMS 1\, SQMS 2\, and SQMS 3\, respectively)\, SSARS No. 26\, and SAS 146\, Quality Management for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards (SAS 146). These standards\, effective December 15\, 2025\, modernize quality management standards to reflect an increased focus on risk assessment\, technology use\, and the presence of outside experts on engagements.We will also cover new rules impacting public company audits and present case studies on recent fraudulent accounting stories and best practices for detecting and preventing such frauds.In summary\, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year. \nDesigned For\nAccounting and auditing practitioners at all levels desiring to remain up to date on recent pronouncements and other standard setters’ activities \nObjectives\n\nReview and apply recently issued and proposed FASB\, PCAOB\, SEC\, and AICPA pronouncements;\n Recall and apply AICPA quality management standards (SQMS 1\, SQMS 2\, and SQMS 3)\n Understand the major findings of the FASB’s PIR report for ASC 606 and best practices in applying ASC 606\n Be familiar with other important A&A practice matters you should be aware of\n Recall key provisions in SAS 146 and SSARS No. 26\n Utilize hands-on examples and illustrations to increase your overall understanding and application of the material\n\nMajor Subjects\nRecently issued FASB Accounting Standards Updates\, PCC Update and items on the FASB’s Technical Agenda    Recently issued ASUs covering common control leases\, crypto assets (e.g.\, cryptocurrency)\, and income tax disclosures    Statement on Quality Management Standards: SQMS 1\, SQMS 2\, and SQMS 3    Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606    Fraud case studies    Recently issued SASs and other AICPA activity    Recently issued PCAOB standards and SEC rulemaking activities    Other important A&A practice matters \nInstructions\nNone
URL:https://sc.cpa/event/ssaa142-27-surgents-annual-accounting-and-auditing-update/
CATEGORIES:Self-Study Text
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T050013Z
CREATED:20260612T223712Z
LAST-MODIFIED:20260613T050013Z
UID:10006302-1814356800-1814356800@sc.cpa
SUMMARY:(SSAA204/27) Surgent's Lessons Learned: What a $53 Million Fraud Can Teach Us
DESCRIPTION:Event Description\nThis course will take an in-depth look at the largest municipal fraud in U.S. history. What red flags did the auditors miss? What red flags did the bank miss? This course includes a conversation with former U.S. Marshal Jason Wojdylo\, who was an integral part of this case.This is the fourth of five 2-hour courses in Surgent’s Fraud Certificate Program.  This program includes a combination of lectures\, animated videos\, and live interviews with white-collar offenders and whistle-blowers. Each course is designed to be engaging and informative and will enhance your understanding of fraud. \nDesigned For\nProfessionals who want to learn from a real-life fraud case to understand how to detect and prevent fraud in their organizations \nObjectives\n\nUnderstand the circumstances surrounding Rita Crundwell’s municipal fraud\n Use the lessons learned from that case to understand some of the characteristics of an effective internal fraud program\n\nMajor Subjects\nBackground of the Dixon\, IL fraud case    Internal control weaknesses related to the $53 million fraud    Lessons learned from this case \nInstructions\nNone
URL:https://sc.cpa/event/ssaa204-27-surgents-lessons-learned-what-a-53-million-fraud-can-teach-us/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T050013Z
CREATED:20260612T223808Z
LAST-MODIFIED:20260613T050013Z
UID:10006303-1814356800-1814356800@sc.cpa
SUMMARY:(SSOT101/27) Surgent's Successful Communication
DESCRIPTION:Event Description\nAll would agree that successful communications are key to any successful venture\, including audits. However\, given the tight deadlines\, complex issue resolution and the often remote working environment of the audit teams and clients\, there are many barriers to achieving effective communications on audit engagements.In this module\, we’ll review common barriers to effective communication\, models for effective communication which are easy to understand and utilize\, the importance of both verbal and non-verbal communication skills\, and the often over-looked element of communication – effective listening. \nDesigned For\nAccountants with responsibilities for effective engagement communications \nObjectives\n\nBe familiar with a communication model to discover key techniques\n Identify and demonstrate techniques for overcoming barriers\n Understand; the communication process including: non-verbal behaviors\, and active listening\n Listen more effectively\, especially in stressful situations where heightened emotions can get in the way\n Create an action plan to apply techniques in the workplace for communication success\n\nMajor Subjects\nBarriers to communication\, especially when working remotely    Modules and best practices for effective communication    Keys to effective non-verbal communication    Effective listening techniques \nInstructions\nNone
URL:https://sc.cpa/event/ssot101-27-surgents-successful-communication/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T050014Z
CREATED:20260612T223809Z
LAST-MODIFIED:20260613T050014Z
UID:10006304-1814356800-1814356800@sc.cpa
SUMMARY:(SSTX309/27) Surgent's Weekly Expert Hour (Original Air Date: 7/01/21)
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\nEmergency Rental Assistance    The Social Security Administration’s Business Services Online (BSO) Portal    What you need to know about the monthly Child Tax Credit payments starting in July 2021    What the IRS does when it receives a tax return    What you need to know about returning to the office \nInstructions\nNone
URL:https://sc.cpa/event/sstx309-27-surgents-weekly-expert-hour-original-air-date-7-01-21/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T050014Z
CREATED:20260612T223810Z
LAST-MODIFIED:20260613T050014Z
UID:10006305-1814356800-1814356800@sc.cpa
SUMMARY:(SSAA177/27) Surgent's Service Organization Control Reports – A User Auditor View
DESCRIPTION:Event Description\nAs entities continue to oursource financially significant processes\, auditors will need to rely on third party assessments of the effectiveness of the controls over these processes.  These assessments are called SOC1 reports.  Understanding the scope\, level of testing and results of such reports is critical to the successful completion of any financial statement audit.In this course\, we’ll review the relevant information which auditors need to know about SOC1s\, including their professional standards guidance\, scope (Type 1 or 2)\, coverage and user auditor response to control deficiencies identified by the service auditor. \nDesigned For\nAccounting and auditing practitioners at all levels desiring to remain up to date on recent pronouncements and other standard setters’ activities \nObjectives\n\nIdentify the types of business processes that are outsourced\n Identify when an auditor should request a SOC report\n Discuss with clients why it is important for management to obtain SOC reports on an ongoing basis\n Understand the role of the SOC report in an audit\n Identify the characteristics of SOC 1\, 2\, and 3 reports\n Perform the procedures necessary to evaluate a SOC report\n Prepare documentation to support the evaluation of a SOC report\n\nMajor Subjects\nTypes of SOC reports     Uses of SOC reports by user auditors     Characteristics of SOC reports     Format of a SOC1 report     Using a SOC1 report on a financial statement audit \nInstructions\nNone
URL:https://sc.cpa/event/ssaa177-27-surgents-service-organization-control-reports-a-user-auditor-view/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T045547Z
CREATED:20260612T223812Z
LAST-MODIFIED:20260613T045547Z
UID:10006306-1814356800-1814356800@sc.cpa
SUMMARY:(SSOT107/27) Surgent's Getting Ahead: The Art of Marketing for CPAs
DESCRIPTION:Event Description\nTo many clients\, CPA firms all look the same. While services and specialties may vary significantlyfrom one firm to another\, it is hard for the average person to see this by simply looking at the signoutside our office door. Is there any way to make us stand out more to the outside world? Throughsurveys\, statistics\, and examples\, this course looks at how CPA firms can develop a marketing planbeyond just relying on referrals. We look at the pluses and minuses of various marketing channels\,regulatory constraints\, and how to measure success in the competitive financial services space. \nDesigned For\nCPAs who want to improve their firm’s competitive position by utilizing new and unique marketing techniques \nObjectives\n\nIdentify common problems involved in marketing CPA services\n State the common elements of a marketing plan for a service organization\n List ethical considerations and common state regulatory requirements CPA firms must abide by in their marketing practices\n Describe what survey data and statistics show about the effectiveness of various marketing channels\n Describe how to develop metrics to measure the success of marketing efforts\n\nMajor Subjects\nChallenges of marketing CPA firms    Developing marketing strategy;    Elements of a marketing plan    Example: CPA firm marketing plan    Marketing regulatory/AICPA issues    Picking the right marketing channels;    Marketing channel statistical analysis;    Developing marketing metrics \nInstructions\nNone
URL:https://sc.cpa/event/ssot107-27-surgents-getting-ahead-the-art-of-marketing-for-cpas/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T045548Z
CREATED:20260612T223813Z
LAST-MODIFIED:20260613T045548Z
UID:10006307-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE130/27) Surgent's Power BI - Bringing It All Together for Data Analysis
DESCRIPTION:Event Description\nThis is an advanced-level course designed for professionals looking to integrate and optimize their use of Microsoft Power Pivot and Power BI. Building on the foundational knowledge from previous courses\, this session focuses on the crucial next steps after creating data models and measures\, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful\, actionable visualizations.This course takes a deep dive into the critical aspects of using Power BI to its fullest potential\, emphasizing a holistic approach to data analytics. You’ll learn how to build a streamlined workflow\, ensuring every step in your data journey contributes to actionable insights. The course also focuses on optimizing performance for data models\, utilizing advanced features of Power BI Services\, and moving beyond basic data models to create advanced solutions tailored to real-world business needs.By the end of the course\, you’ll be able to synthesize all your Power BI skills to design and deliver powerful analytics solutions tailored to any audience. Whether you’re presenting to stakeholders\, sharing insights across teams\, or managing enterprise-level reporting\, this course will equip you with the tools and strategies to succeed. \nDesigned For\nAdvanced users of Power Pivot and Power BI\, including data analysts\, business intelligence professionals\, and team leaders who want to enhance their data analysis workflows and maximize their use of the Microsoft Power BI Tools \nObjectives\n\nCategorize the components of an efficient Power BI workflow and identify areas for optimization;\n Evaluate Power BI performance metrics and apply optimization techniques for enhanced usability\n Assess the capabilities of Power BI Services to effectively share\, collaborate\, and manage data insights across teams and organizations\n \n \n \n\nMajor Subjects\nBuilding a comprehensive workflow in Power BI    Exploring what’s next after creating data models and measures    Best practices for performance optimization;    Leveraging your data model through PowerBI.com/Power BI services \nInstructions\nDownload the handout and practice material prior to course
URL:https://sc.cpa/event/sste130-27-surgents-power-bi-bringing-it-all-together-for-data-analysis/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T045549Z
CREATED:20260612T223815Z
LAST-MODIFIED:20260613T045549Z
UID:10006308-1814356800-1814356800@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:20260613T045549Z
CREATED:20260612T223816Z
LAST-MODIFIED:20260613T045549Z
UID:10006309-1814356800-1814356800@sc.cpa
SUMMARY:(SSTX373/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/12/25)
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\nProgress on the House Budget Reconciliation Bill    Updates and changes to Health Savings Accounts (HSAs)    Soroban Capital Partners LP v. Commissioner \nInstructions\nNone
URL:https://sc.cpa/event/sstx373-27-surgents-weekly-expert-hour-original-air-date-6-12-25/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T045550Z
CREATED:20260612T223818Z
LAST-MODIFIED:20260613T045550Z
UID:10006310-1814356800-1814356800@sc.cpa
SUMMARY:(SSOT114/27) Surgent's Business Law for Small Business Owners
DESCRIPTION:Event Description\nOne of the most intimidating aspects of going into business for yourself is compliance. Tax\, employment\, and regulatory laws are difficult to navigate\, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course\, we will cover basic compliance areas for small business owners. We will look at the main elements of a contract\, taxation of entity types\, worker classification\, property law\, and many of the other areas that are often overwhelming for small business owners. By being able to speak to these issues\, practitioners will be able to add value and help their small business owner clients grow and thrive. \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 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    Legal issues related to various types of business organizations    Worker classification    Employee rights and the duties of employers    Real property law \nInstructions\nNone
URL:https://sc.cpa/event/ssot114-27-surgents-business-law-for-small-business-owners/
CATEGORIES:Self-Study Text
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T045614Z
CREATED:20260612T223823Z
LAST-MODIFIED:20260613T045614Z
UID:10006311-1814356800-1814356800@sc.cpa
SUMMARY:(SSTX141/27) Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis
DESCRIPTION:Event Description\nThis program discusses\, in a practical way\, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income. \nDesigned For\nAny tax practitioner with S corporations or S corporation shareholders as clients \nObjectives\n\nCalculate an S corporation shareholder’s basis in his or her S corporation shares on Form 7203\n Understand and apply the S corporation shareholder loan basis rules\n\nMajor Subjects\nIntroduction to Form 7203    Introduction to the calculation of stock basis    Introduction to the calculation of loan basis    Taxable and nontaxable S corporation distributions to shareholders    The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses \nInstructions\nNone
URL:https://sc.cpa/event/sstx141-27-surgents-guide-to-calculating-s-corporation-shareholder-stock-and-loan-basis/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T045614Z
CREATED:20260612T223826Z
LAST-MODIFIED:20260613T045614Z
UID:10006312-1814356800-1814356800@sc.cpa
SUMMARY:(SSTX305/27) Surgent's Weekly Expert Hour (Original Air Date: 7/29/21)
DESCRIPTION:Event Description\nAs financial and tax professionals well know\, information overload is a constant struggle we face because things change quickly\, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a new weekly series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. We are all aware that the IRS\, along with other state and federal regulators\, is issuing guidance with increased frequency due to the coronavirus pandemic tax changes. New rules need to be analyzed\, dissected\, and explained more quickly than in days gone by so that our clients are kept informed of opportunities that may not last long. This weekly series will provide relevant and important tax and financial changes in a quick\, concise format. Each week\, Mike and his co-presenters will dispense news on current events impacting taxes\, finance\, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series. Please Note: CFP credit is not available for this course in 2021. \nDesigned For\nFinancial professionals who wish to be up to speed on the latest news affecting themselves and their clients \nObjectives\n\nBe well informed on current topics impacting taxes\, finance\, and industry\n\nMajor Subjects\nSBA PPP Direct Forgiveness Portal    Roth IRAs and businesses    Forms 3508S\, 3508 EZ\, and 3508    IRS Notice 2021-20    S corporations and reasonable compensation \nInstructions\nNone
URL:https://sc.cpa/event/sstx305-27-surgents-weekly-expert-hour-original-air-date-7-29-21/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T045615Z
CREATED:20260612T223830Z
LAST-MODIFIED:20260613T045615Z
UID:10006313-1814356800-1814356800@sc.cpa
SUMMARY:(SSTX161/27) Surgent's Guide to Payroll Taxes and 1099 Issues
DESCRIPTION:Event Description\nEmployment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result\, they have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents an overview of employee versus independent contractor criteria\, the federal payroll taxes form\, Form 1099\, and related compliance issues. \nDesigned For\nCPAs in public accounting and industry with responsibility for payroll tax compliance \nObjectives\n\nDistinguish;an employee from an independent contractor and understand the relief available to employers who misclassify employees\n Understand the withholding requirements for FICA and federal income taxes for Forms W-2 and 1099\, including back-up withholding\n Examine employer requirements regarding Form W-4\n Understand the gig economy and the payroll tax responsibilities associated with it\n\nMajor Subjects\nStatutory employees\, independent contractors\, and possible changes to Section 530 relief    Using SS-8    Payroll Tax Penalties — Who is a responsible person?    Forms W-2\, 1099\, 1099-NEC\, SS-8\, W-4\, 941\, and Form 940 reporting/deposit requirements and due dates    Understanding payroll tax responsibilities in the gig economy \nInstructions\nNone
URL:https://sc.cpa/event/sstx161-27-surgents-guide-to-payroll-taxes-and-1099-issues/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T045615Z
CREATED:20260612T223909Z
LAST-MODIFIED:20260613T045615Z
UID:10006314-1814356800-1814356800@sc.cpa
SUMMARY:(SSAA150/27) Surgent's Going Concern Accounting and Reporting Considerations
DESCRIPTION:Event Description\nThis course will review the relevant considerations related to going concern\, including assessing when substantial doubt concerning an entity’s ability to continue as a going concern exists\, management mitigation efforts\, and required disclosures both when management\, and the accountant\, feel such efforts will be effective in mitigating the risk\, as well as when they do not. Lastly\, we’ll consider the accountant’s reporting responsibilities under various scopes of services in various scenarios and how to audit this often-contentious topic. \nDesigned For\nAccounting and auditing practitioners assisting in the preparation of financial statements \nObjectives\n\nDifferentiate between the external accountant’s and management’s responsibility related to identifying\, evaluating\, presenting\, and disclosing going concern uncertainty \n Discuss how to obtain sufficient appropriate evidence to evaluate management’s assertions about an entity’s ability to continue as a going concern for a reasonable period of time \n Describe the independent accountant’s reporting options under applicable auditing and other professional services standards when uncertainty associated with going concern exists\n\nMajor Subjects\nCurrent FASB accounting standards related to going concern\, including the new requirements of ASU 2014-15      Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty     The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services     New requirements of SAS No. 132 and SSARS No. 24 related to an auditor’s responsibility for considering going concern uncertainty? \nInstructions\nNone
URL:https://sc.cpa/event/ssaa150-27-surgents-going-concern-accounting-and-reporting-considerations/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T045616Z
CREATED:20260612T223911Z
LAST-MODIFIED:20260613T045616Z
UID:10006315-1814356800-1814356800@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:20260613T045618Z
CREATED:20260612T223912Z
LAST-MODIFIED:20260613T045618Z
UID:10006316-1814356800-1814356800@sc.cpa
SUMMARY:(SSAA168/27) Surgent's ASC 606 Insights: Contract Identification and Performance Obligations
DESCRIPTION:Event Description\nThis course provides an overview of critical challenges companies encounter under ASC 606\, emphasizing several key areas that can be particularly challenging for effective revenue recognition. This includes identifying valid contracts and determining performance obligations. \nDesigned For\nProfessionals interested in revenue recognition considerations under ASC 606 \nObjectives\n\nIdentify the criteria for contract validity under ASC 606\n Recognize complexities in multiple contracts with the same customer\n Determine the effects of contract modifications on revenue recognition\n Differentiate between contract cancellations and terminations\n Identify distinct performance obligations within contracts under ASC 606\n Recognize the criteria for determining if goods or services are separately identifiable\n Differentiate between bundled offerings and individual performance obligations\n Determine the impact of customization on performance obligations in contracts\n Recognize the impact of changes in customer requirements on performance obligations\n\nMajor Subjects\nTypes of performance obligations    Bundled offerings    Customizations    Modifications to product specifications    Requests for additional services    Enforceability and payment terms \nInstructions\nNone
URL:https://sc.cpa/event/ssaa168-27-surgents-asc-606-insights-contract-identification-and-performance-obligations/
CATEGORIES:Self-Study Text
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T045620Z
CREATED:20260612T223913Z
LAST-MODIFIED:20260613T045620Z
UID:10006317-1814356800-1814356800@sc.cpa
SUMMARY:(SSAA219/27) Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
DESCRIPTION:Event Description\nThis year is indeed another year of significant change in the world of government and 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 25 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing. \nDesigned For\nAuditors and industry professionals working in the government and nonprofit environment \nObjectives\n\nKeep up with the latest developments at the GAO\, OMB\, AICPA\, GASB\, and FASB\n Ensure that your accounting and auditing skills stay up-to-date with current requirements\n Be prepared for major changes on the horizon issues\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 governments and nonprofits (including SAS No. 146 on quality management)    The implementation of GASB No. 101 on compensated absences    GASB No. 103 addressing improvements to the financial reporting model    The application of GASB No. 102 on certain risk disclosures and GASB No. 104 on disclosure of certain capital assets    Key issues related to nonprofit financial reporting (e.g.\, presenting a measure of operations\, various disclosures\, etc.) \nInstructions\nNone
URL:https://sc.cpa/event/ssaa219-27-surgents-latest-developments-in-government-and-nonprofit-accounting-and-auditing/
CATEGORIES:Self-Study Text
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T045621Z
CREATED:20260612T223914Z
LAST-MODIFIED:20260613T045621Z
UID:10006318-1814356800-1814356800@sc.cpa
SUMMARY:(SSBM123/27) Surgent's Project Management: Tips\, Tricks\, and Traps
DESCRIPTION:Event Description\nRecent economic\, societal\, and political changes have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations\, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made\, the ways to avoid them\, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier. \nDesigned For\nCFOs\, controllers\, and finance professionals \nObjectives\n\nUnderstand the importance of project management in parts of the financial function\n See how project management can help an individual executive better organize the department\n Review different types of project management and see which one or ones might be best for the department and organization\n Explore some of the project management software suited for the small to medium size enterprise\n\nMajor Subjects\nContrasting project management with operations management    Reviewing organizational culture and how it applies to project management    The various types of project management including Agile\, Scrum\, Waterfall\, Critical path\, and others    Looking at risk management software and its application in different types of project management    Managing and leading project management stakeholders \nInstructions\nNone
URL:https://sc.cpa/event/ssbm123-27-surgents-project-management-tips-tricks-and-traps/
CATEGORIES:Self-Study Text
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T045623Z
CREATED:20260612T223914Z
LAST-MODIFIED:20260613T045623Z
UID:10006319-1814356800-1814356800@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
END:VCALENDAR