BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.16.5//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH 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:20260613T043118Z CREATED:20260612T223023Z LAST-MODIFIED:20260613T043118Z UID:10006170-1814356800-1814356800@sc.cpa SUMMARY:(SSTX283/27) Surgent's Understanding How the IRS Rewards Whistleblowers DESCRIPTION:Event Description\nIn 2006\, Congress passed the Tax Relief and Health Care Act. Prior to the Act’s passage\, rewards to individuals who provided information to the IRS regarding tax fraud were capped at $10 million. The Tax Relief and Health Care Act authorized the IRS to create a Whistleblower Office dedicated to investigating\, processing and recovering claims concerning the underpayment of taxes. Under the IRS’ new program\, whistleblowers may recover 15 to 30 percent of the amount collected provided the taxes and amounts in dispute exceed $2 million. If the whistleblower’s claim does not meet these criteria\, the IRS may still consider granting an award under its pre-2006 Tax Relief Act discretionary authority. Given the rapid growth of this program\, practitioners should have a basic understanding of the procedure and content for IRS Whistleblower claims\, both from the perspective of a claimant’s potential to recover and a taxpayer’s exposure to liability. \nDesigned For\nAccounting and Finance Professionals who need to understand various whistleblower programs under federal law \nObjectives\n\nUnderstand how to submit a good whistleblower claim that satisfies IRS criteria\n Understand the process by which the IRS reviews and pursues whistleblower claims\n Learn about large recoveries by IRS whistleblowers\n Understand non-IRS whistleblower claim programs including claims arising under the False Claims Act\, Sarbanes-Oxley and Dodd-Frank\n\nMajor Subjects\nOverview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery Review of the whistleblower claim process Criteria for eligible claims Case studies of significant claim recoveries paid by the IRS to whistleblowers Issues underlying whether a practitioner should ever act as the whistleblower Addressing delays inherent in the whistleblower claim process The structure and role of the Whistleblower Office Best practices for the submission of a good whistleblower claim Working with other governmental divisions in processing whistleblower claims A brief overview of other\, non-IRS whistleblower claims \nInstructions\nNone URL:https://sc.cpa/event/sstx283-27-surgents-understanding-how-the-irs-rewards-whistleblowers/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T045402Z CREATED:20260612T223024Z LAST-MODIFIED:20260613T045402Z UID:10006171-1814356800-1814356800@sc.cpa SUMMARY:(SSAA255/27) Surgent's Performing an Effective Audit Risk Assessment DESCRIPTION:Event Description\nRecent feedback from the AICPA has emphasized the importance of performing an effective risk assessment to identify and evaluate the risk of material misstatement in a financial statement audit. SAS 145\, the 2023 amendment to AU-C 315\, makes significant changes to the extant risk assessment standard and certain changes to other standards as well. The amendments clarify confusion that the AICPA believes auditors experienced under the existing standard and also conforms\, for the most part\, to the IAASB standard on the same topic. SAS 145 has been effective for two years now starting with December 31\, 2023 audits.This course will focus on how to perform the risk assessment process under the new standard\, providing participants with a summary of the changes to existing guidance. It will discuss linking the results of the risk assessment to further testing (internal control and substantive testing) and procedures performed in concluding on the evidence obtained. In addition\, it will also discuss documentation and audit communications. \nDesigned For\nAll auditors involved in applying the risk assessment requirements \nObjectives\n\nRecall key concepts in the risk assessment standards\, including various requirements\n Recognize how to implement the standards in practice\n Identify approaches to comply with professional standards while auditing in a virtual environment\n\nMajor Subjects\nAudit process and planning Materiality\, performance materiality\, and tolerable misstatement Assessing the risk of material misstatement Understanding internal controls and when the auditor must evaluate the design and implementation of internal controls Designing procedures to test the effectiveness of controls Issues noted related to performing substantive procedures Documentation Communication with the Client and Governance \nInstructions\nNone URL:https://sc.cpa/event/ssaa255-27-surgents-performing-an-effective-audit-risk-assessment-2/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T045519Z CREATED:20260612T223025Z LAST-MODIFIED:20260613T045519Z UID:10006172-1814356800-1814356800@sc.cpa SUMMARY:(SSAA189/27) Surgent's Fraud Basics: Protecting the Company Till 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. The course will also explore the dark net and cryptocurrency fraud. \nDesigned For\nCPAs in public practice and industry who wish to educate clients or colleagues on preventing fraud from occurring at the source \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 Understand how people may respond differently to certain factors\n See that there are many layers involved in fraud defense\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 Why good folks go bad – interesting findings and red flags \nInstructions\nNone URL:https://sc.cpa/event/ssaa189-27-surgents-fraud-basics-protecting-the-company-till/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T043125Z CREATED:20260612T223026Z LAST-MODIFIED:20260613T043125Z UID:10006173-1814356800-1814356800@sc.cpa SUMMARY:(SSAA130/27) 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/ssaa130-27-surgents-effective-communications-with-management-and-those-charged-with-governance/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T045521Z CREATED:20260612T223027Z LAST-MODIFIED:20260613T045521Z UID:10006174-1814356800-1814356800@sc.cpa SUMMARY:(SSTX165/27) Surgent's Home Office Rules DESCRIPTION:Event Description\nSince 2017\, employees have not been eligible to take an itemized deduction for a home office. The Tax Cuts and Jobs Act suspended all miscellaneous itemized deductions for tax years 2018 through 2025. That deduction is scheduled to go into effect in 2026. Self-employed individuals can deduct office expenses on Schedule C\, Form 1040. The home office deduction includes typical office-connected expenditures such as supplies\, postage\, computers\, printers\, and all the other ordinary and necessary expenses a person would have in connection with running a home office.The home office tax deduction for the self-employed would cover expenses for the business use of a home\, which includes mortgage interest\, rent\, insurance\, utilities\, repairs\, and depreciation. This program discusses many of the most important issues relating to the deductibility of home office-related expenses. \nDesigned For\nAccounting and finance professionals who need to know about the deductibility of home office-related expenses. \nObjectives\n\nUnderstand the rules relating to taxpayers who are entitled to deduct expenses associated with a home office\n\nMajor Subjects\nCalculating the home office deduction Actual expense method Simplified expense method Definition of a home for purposes of the home office deduction Whether working-from-home employees can claim a home office deduction What is a separate\, identifiable space? The regularly and exclusively used rule Defining a principal place of business Meeting clients\, patients\, and customers More than one trade or business Special rules that apply to daycare providers Separate\, free-standing structures Depreciating the home \nInstructions\nNone URL:https://sc.cpa/event/sstx165-27-surgents-home-office-rules/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T043127Z CREATED:20260612T223106Z LAST-MODIFIED:20260613T043127Z UID:10006175-1814356800-1814356800@sc.cpa SUMMARY:(SSTE101/27) Surgent's Agentic AI Foundations for Finance and Accounting DESCRIPTION:Event Description\nThis course introduces accounting\, auditing\, and finance professionals to the emerging field of agentic AI: autonomous\, goal-driven systems capable of planning\, acting\, and learning with minimal human intervention. Participants will explore how agentic AI differs from traditional automation (RPA) and generative AI\, and how these agents are being deployed in finance and accounting. The course emphasizes foundational concepts such as the Perceive-Reason-Act-Learn (PRAL) loop and ethical decision-making frameworks.To ground abstract ideas in practice\, participants will experience a brief agent simulation using basic ChatGPT\, showcasing how natural language prompts can emulate agentic behavior\, such as goal setting\, clarification loops\, and structured task execution. The course also highlights real-world agent platforms (e.g.\, Microsoft Copilot\, IBM watsonx\, and UiPath) to provide context on enterprise adoption trends and discusses emerging global regulations such as the EU AI Act and the U.S. Executive Order on Safe AI. \nDesigned For\nCPAs\, CFOs\, controllers\, finance managers\, CITP/CISA holders or aspirants\, and professionals interested in the impact of agentic systems on finance and management accounting \nObjectives\n\nDefine agentic AI and differentiate it from generative AI and RPA\n Identify core use cases of agentic AI in finance and accounting\, including scenario modeling and financial close automation\n Recognize the potential benefits and risks of deploying autonomous agents in financial workflows\n Understand global regulatory frameworks that govern agentic AI\n Assess the role of the accounting professional in ensuring responsible AI adoption\n\nMajor Subjects\nEvolution from RPA to agentic AI (PRAL cycle: perceive\, reason\, act\, and learn) Use cases in financial reporting and decision support Platform overview: simulating agents with ChatGPT; enterprise examples from IBM watsonx\, Microsoft Copilot\, and UiPath Global regulation: EU AI Act\, U.S. Executive Order\, AICPA Code of Conduct Ethical considerations and professional skepticism in autonomous systems \nInstructions\nNone URL:https://sc.cpa/event/sste101-27-surgents-agentic-ai-foundations-for-finance-and-accounting/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T045522Z CREATED:20260612T223106Z LAST-MODIFIED:20260613T045522Z UID:10006176-1814356800-1814356800@sc.cpa SUMMARY:(SSAA265/27) Surgent's Surging Auditors: Professional Skeptic DESCRIPTION:Event Description\nParticipants play the role of an auditor collecting information\, making inquiries\, and documenting findings around the audit of Home D?cor and More. They develop professional skepticism skills as they analyze data obtained from an interview with Courtney the Controller\, comparing\, confirming\, and corroborating it against information provided by the CFO. Some things aren’t matching up and the player uses Courtney’s responses and their own questioning mind to consider the next step. They need to be alert to conditions that may indicate possible misstatement due to fraud or error\, and a critical assessment of the audit evidence to develop a sense of when things just don’t look right. \nDesigned For\nAccounting professionals in auditing needing to develop professional skepticism skills \nObjectives\n\nIdentify the importance of professional skepticism on engagements;\n Recall ways to demonstrate professional skepticism on engagements\n\nMajor Subjects\nDemonstrating professional skepticism Assessing audit evidence Responding to contradictory evidence Assessing the sufficiency of audit evidence \nInstructions\nNone URL:https://sc.cpa/event/ssaa265-27-surgents-surging-auditors-professional-skeptic/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T045524Z CREATED:20260612T223107Z LAST-MODIFIED:20260613T045524Z UID:10006177-1814356800-1814356800@sc.cpa SUMMARY:(SSAA152/27) Surgent's Mastering Accounting for Income Taxes DESCRIPTION:Event Description\nSince its inception nearly 30 years ago\, many have continued to struggle with applying the current model for accounting for income taxes\, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to understand the complexities of this challenging topic. Through discussions and the use of exercises\, this course will analyze the authoritative literature to provide a thorough understanding of such topics as deferred taxes\, income tax expense\, uncertain tax positions\, and other classification and disclosure requirements. We will also explore some specialized areas of income tax accounting\, such as intraperiod allocations of income tax expense\, global minimum tax developments\, and the financial reporting impact of the One Big Beautiful Bill Act (OBBBA) signed into law in July 2025\, and review finalized and emerging updates to ASC 740\, including expanded disclosure requirements under ASU 2023-09.In summary\, this course is the place to be to enhance your accounting for income taxes IQ. \nDesigned For\nPracticing 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\nIdentify and calculate the deferred tax asset or liability for an entity\n Determine when and how to report uncertain tax positions\n Calculate and report the components of income tax expense\n Develop appropriate income tax disclosures\n Comprehend recent and proposed changes to accounting guidance for income taxes\n\nMajor Subjects\nThe sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items Defining\, analyzing\, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Finalized and proposed changes to ASC 740\, including ASU 2023-09\, CAMT\, and global tax transparency initiatives \nInstructions\nNone URL:https://sc.cpa/event/ssaa152-27-surgents-mastering-accounting-for-income-taxes/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T045525Z CREATED:20260612T223108Z LAST-MODIFIED:20260613T045525Z UID:10006178-1814356800-1814356800@sc.cpa SUMMARY:(SSAA113/27) Surgent's Compilations\, Review\, And Attestation Engagements DESCRIPTION:Event Description\nMost CPA firms perform some level of compilation and review engagements. And some perform engagements under attestation standards. Building off what you learned in the training in Level 1\, Module 4\, this course offers builds provides a deeper dive into the most frequently missed issues in compilations and reviews engagements. We will also focus on attestation engagements and the various types of engagements an auditor can perform. (Please Note: This module is part of Surgent’s Audit Skills Training: Level 2.) \nDesigned For\nAccountants who perform compilations\, reviews\, and attestation engagements. \nObjectives\n\nRecall SSARS Basics \n Understand advanced SSARS reporting issues\, such as complying with international standards and preparing compilations of proforma information.\n Explain how to avoid peer review deficiencies in compilation and review engagements.\n Identify the distinction between different levels of engagements performed in accordance with the attestation standards (examinations\, reviews and agreed upon procedures)\n\nMajor Subjects\nFrequently missed issues in compilation and review engagements as noted by peer reviewers Understand how to comply with AR-C 100 on International Standards and AR-C 120\, Compilations of Proforma Information Introduction to attestation standards (AT) Performing attestation examination engagements Performing attestation review engagements Performing Agreed Upon Procedures \nInstructions\nNone URL:https://sc.cpa/event/ssaa113-27-surgents-compilations-review-and-attestation-engagements/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T043211Z CREATED:20260612T223108Z LAST-MODIFIED:20260613T043211Z UID:10006179-1814356800-1814356800@sc.cpa SUMMARY:(SSOT157/27) Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues DESCRIPTION:Event Description\nWorking as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career\, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals. Left unchecked\, a life centered exclusively around the demands of work can be both physically and emotionally detrimental.Establishing a work-life balance is difficult in any profession\, yet financial professionals confront unique challenges that make this goal seem even more elusive. Technology results in being “always on\,” with no true time to disconnect and genuinely enjoy family\, exercise\, or hobbies. Lack of balance comes with costs\, including poor health and lower productivity.Why are some professionals able to establish a successful balance between career demands and family while others are not? How are some firms able to achieve both high employee satisfaction and strong productivity? This webinar looks at research\, surveys\, and simple anecdotal information to provide a better understanding of how to achieve a realistic work-life balance in the modern world. We also discuss the tax consequences that arise when professionals seek balance by working from home in one state while their employer is located in a different state. \nDesigned For\nAnyone who seeks to understand ways to improve quality of life when balancing the demands of work and non-work-related obligations \nObjectives\n\nUnderstand the unique challenges professionals confront when trying to achieve work-life balance\n Learn which skills and organizational structures render the best results for those looking to improve work-life balance\n Understand the research available to help organizations improve work-life balance\n\nMajor Subjects\nDiscuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements; Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance \nInstructions\nNone URL:https://sc.cpa/event/ssot157-27-surgents-work-life-balance-maximizing-productivity-and-understanding-related-tax-issues/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T045525Z CREATED:20260612T223109Z LAST-MODIFIED:20260613T045525Z UID:10006180-1814356800-1814356800@sc.cpa SUMMARY:(SSTE122/27) Surgent's Leveraging AI for Data Analytics in Accounting DESCRIPTION:Event Description\nThis course explores the data analytics aspects of AI in accounting. Participants will develop skills in leveraging AI tools for enhanced data analytics. \nDesigned For\nCPAs and accountants at all levels seeking a greater understanding of artificial intelligence \nObjectives\n\nUnderstand the role of AI in transforming data analytics processes\n Identify AI tools and techniques for improving data analysis accuracy and efficiency\n Explore case studies on successful AI implementations for data analytics\n Develop skills in using AI-powered tools to optimize data analytics processes\n\nMajor Subjects\nTransforming data analytics with AI Understanding the impact of AI on data analytics processes How AI enhances data accuracy\, efficiency\, and decision-making AI tools and techniques for data analysis Overview of AI-powered data analytics tools Techniques for improving data analysis accuracy and efficiency with AI Integrating AI into existing data analytics workflows Case studies on AI implementations for data analytics Success stories of AI-driven data analytics in accounting Challenges and lessons learned from AI integration Measuring the ROI of AI in data analytics Developing AI-powered data analytics skills Hands-on lab sessions using AI tools (e.g.\, ChatGPT\, Excel) Practical exercises in filtering\, sorting\, summarizing\, and visualizing data Applying AI insights to optimize data-driven decision making in accounting \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/sste122-27-surgents-leveraging-ai-for-data-analytics-in-accounting/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T043213Z CREATED:20260612T223109Z LAST-MODIFIED:20260613T043213Z UID:10006181-1814356800-1814356800@sc.cpa SUMMARY:(SSET100/27) Surgent's Transitioning to the Accounting Profession DESCRIPTION:Event Description\nNew accountants\, whether coming right out of school or from industry will find that the accounting profession is heavily governed by technical and ethical standards. In addition\, the new accounting professional will need to understand new terminology as well as what their team members and clients expect of them by way of job performance and client service. This module will help those transitioning to the accounting profession to understand the role of the accountant in public accounting and in industry\, discuss the major standards relating to ethics including integrity\, objectivity\, independence and serving the public trust. (Please Note: This module is part of Surgent’s Audit Skills Training: Level 1.) \nDesigned For\nAccountants new to the profession or new to auditing \nObjectives\n\nDescribe what it means to be a professional\n Understand the major standards governing the behavior of accountants and where to find them\n Explain the importance of character\, integrity and serving the public interest\n Describe the importance of independence and objectivity\nIdentify characteristics of high performing accountants\n Be able to handle ethical dilemmas\n\nMajor Subjects\nThe AICPA Code of Professional Conduct The Conceptual Framework for Independence Safeguarding independence when performing both attest and non-attest services How to handle ethical dilemmas commonly faced by new professionals Role of accounting professionals in public accounting and in industry Characteristics common to high performing accounting professionals \nInstructions\nNone URL:https://sc.cpa/event/sset100-27-surgents-transitioning-to-the-accounting-profession/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T045526Z CREATED:20260612T223110Z LAST-MODIFIED:20260613T045526Z UID:10006182-1814356800-1814356800@sc.cpa SUMMARY:(SSTX288/27) Surgent's Weekly Expert Hour (Original Air Date: 9/30/21) 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\nCoronavirus-related distributions Qualified disaster-related distributions from qualified plans TIGTA Report 2021 Retirement planning \nInstructions\nNone URL:https://sc.cpa/event/sstx288-27-surgents-weekly-expert-hour-original-air-date-9-30-21/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T043031Z CREATED:20260612T223110Z LAST-MODIFIED:20260613T043031Z UID:10006183-1814356800-1814356800@sc.cpa SUMMARY:(SSTX376/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/10/25) 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\nTrump Savings Account “No tax on tips” No tax on overtime \nInstructions\nNone URL:https://sc.cpa/event/sstx376-27-surgents-weekly-expert-hour-original-air-date-7-10-25/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T045527Z CREATED:20260612T223111Z LAST-MODIFIED:20260613T045527Z UID:10006184-1814356800-1814356800@sc.cpa SUMMARY:(SSAA272/27) Surgent's Small-Business Accounting\, Audit\, and Attest Update DESCRIPTION:Event Description\nSpecifically tailored for practitioners who not only perform audits but also provide other attest and nonattest services to small and medium-sized businesses\, this course is a comprehensive update covering recently issued accounting\, auditing\, and SSARS standards\, as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations to help you understand and apply the new guidance and will get you up to speed on the things that are most important to your smaller and medium-sized clients.This course covers recently released FASB ASUs\, AICPA Auditing Standards\, AICPA SSARSs\, and the soon-to-be-effective Statements on Quality Management Standards (SQMS). Lastly\, we will cover the results of the FASB’s final PIR report on ASC 606\, Revenue. \nDesigned For\nPractitioners at all levels who provide nonaudit and nonattest services to small and medium-sized businesses desiring to remain up to date on recent pronouncements and other standard setters’ activities and professional guidance \nObjectives\n\nUnderstand recently issued Accounting Standards Updates (ASUs) relative to nonpublic business entities\n Review recently issued accounting and nonaudit attestation pronouncements\, including PCC activities\n Understand new guidance applicable to auditing\, SSARS\, and attest engagements\n Be aware of other important AICPA guidance affecting small and medium-sized business practitioners\n Understand key provisions of the Stage 3 final report from the FASB on ASC 606\n\nMajor Subjects\nSmall and medium-sized business-related FASB ASUs\, including recent PCC activities Recently issued AICPA standards Ethics and independence updates and interpretations Newly issued SSARS and SSAE standards SASs effective for 2025 audits and beyond \nInstructions\nNone URL:https://sc.cpa/event/ssaa272-27-surgents-small-business-accounting-audit-and-attest-update/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T043037Z CREATED:20260612T223111Z LAST-MODIFIED:20260613T043037Z UID:10006185-1814356800-1814356800@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:20260613T045530Z CREATED:20260612T223112Z LAST-MODIFIED:20260613T045530Z UID:10006186-1814356800-1814356800@sc.cpa SUMMARY:(SSOT143/27) Surgent's Raising Financially Capable Children DESCRIPTION:Event Description\nThis course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients\, and their clients’ children\, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often\, clients’ first contact is with their accounting and financial professionals\, so it is important to be able to provide a framework to help teach clients how to prepare their children for life with privilege.This course is designed for all practitioners who want to help their clients navigate the process of teaching the next generation about personal finances. Because every family and child are different\, it is critical to develop a specific plan for each client\, and likely each child and grandchild. By working with their clients’ descendants\, accounting and finance professionals not only build rapport and trust but also get to know the children and grandchildren\, building firm value and long-term connection. With new and updated information and tactics\, professionals can learn best practices to engage clients and their children. \nDesigned For\nAccounting and finance professionals who want to help clients better prepare the next generation \nObjectives\n\nUnderstand the importance of financially capable children\n Be familiar with the basic elements of financial education\n Deal with the most common questions and answers\n Recognize how to build a stronger relationship with clients\n\nMajor Subjects\nDiscussion of the importance of financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information\, including a full list of recommended books on the topic and games for families to play Discussion of specific topics\, including tips and tricks related to: Allowances Earning\, work\, and entrepreneurship Spending\, saving\, and investing Philanthropy Taxes Credit cards\, crypto\, and financial fraud \nInstructions\nNone URL:https://sc.cpa/event/ssot143-27-surgents-raising-financially-capable-children/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T043041Z CREATED:20260612T223112Z LAST-MODIFIED:20260613T043041Z UID:10006187-1814356800-1814356800@sc.cpa SUMMARY:(SSAA182/27) Surgent's Compilations\, Reviews\, and Preparations: Engagement Performance and Annual Update DESCRIPTION:Event Description\nSpecifically designed for preparation\, compilation\, and review practitioners\, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation\, compilation\, and review engagements. You will learn the ins and outs of applying SSARS No. 21\, Clarification and Recodification\, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26\, the entire suite of quality management standards is discussed.However\, knowing the standards is not enough. You need to be able to effectively apply them. To support this\, the course will review recent peer review feedback on SSARS engagements\, providing insights on how to successfully apply this guidance.Not only will this course bring you up to date on SSARS requirements and guidance\, but more importantly\, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional\, ethical\, and technical requirements. \nDesigned For\nAccounting practitioners and their staff performing and managing compilation\, preparation\, and review engagement services \nObjectives\n\nUnderstand and apply SSARS No. 21\, Clarification and Recodification\n Be familiar with changes due to the issuance of SSARS Nos. 22-26\n Be familiar with compilation and review program examples and disclosure illustrations\n Identify and apply compilation\, preparation\, and review procedures\n Be aware of the most recent compilation and review reports and other communications\n Utilize hands-on examples and illustrations to increase your overall understanding and application of the material\n\nMajor Subjects\nSSARS No. 21\, Clarification and Recodification\, and updates to SSARS No. 21 due to the issuance of SSARS No. 23\, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22\, Compilation of Pro Forma Financial Information SSARS No. 24\, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 25\, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26\, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation\, compilation\, and review engagements Reporting and disclosure illustrations for each level of service\, including attesting on personal financial statements\, prescribed form\, special purpose frameworks\, and other engagement variations Other communication requirements\, such as sample engagement letters and management representation letters \nInstructions\nNone URL:https://sc.cpa/event/ssaa182-27-surgents-compilations-reviews-and-preparations-engagement-performance-and-annual-update/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T045532Z CREATED:20260612T223113Z LAST-MODIFIED:20260613T045532Z UID:10006188-1814356800-1814356800@sc.cpa SUMMARY:(SSAA201/27) Surgent's Fraud 101: Understanding Basic Fraud Schemes DESCRIPTION:Event Description\nThis course will discuss common fraud schemes found in business transactions. The course also includes a conversation with Nathan Mueller\, a reformed white-collar offender who committed financial statement fraud from a large financial institution.This is the first 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 understand common fraud schemes and red flags commonly missed \nObjectives\n\nBe familiar with various types of embezzlement and financial statement fraud schemes\n Recognize and identify red flags that are often missed\n\nMajor Subjects\nCommon embezzlement schemes Common financial statement fraud schemes Commonly missed red flags \nInstructions\nNone URL:https://sc.cpa/event/ssaa201-27-surgents-fraud-101-understanding-basic-fraud-schemes/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T043047Z CREATED:20260612T223114Z LAST-MODIFIED:20260613T043047Z UID:10006189-1814356800-1814356800@sc.cpa SUMMARY:(SSTX295/27) Surgent's Weekly Expert Hour (Original Air Date: 11/18/21) 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\nEnactment of the Infrastructure Investment and Jobs Act (IIJA) IRS Notice 2021-63 Revenue Procedure 2021-47;on tax treatment of Homeowner Assistance Fund (HAF) payments News Release 2021-217 Asset allocation Year-end tax planning \nInstructions\nNone URL:https://sc.cpa/event/sstx295-27-surgents-weekly-expert-hour-original-air-date-11-18-21/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T045533Z CREATED:20260612T223114Z LAST-MODIFIED:20260613T045533Z UID:10006190-1814356800-1814356800@sc.cpa SUMMARY:(SSTX356/27) Surgent’s Weekly Expert Hour (Original Air Date: 10/10/24) 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\nLatest update concerning HSAs Letter 105-C and the Employee Retention Credit (ERC) FinCEN’s Beneficial Ownership Information (BOI) Reports Qualified Rollover Contributions; \nInstructions\nNone URL:https://sc.cpa/event/sstx356-27-surgents-weekly-expert-hour-original-air-date-10-10-24/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T043050Z CREATED:20260612T223115Z LAST-MODIFIED:20260613T043050Z UID:10006191-1814356800-1814356800@sc.cpa SUMMARY:(SSTX117/27) Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners DESCRIPTION:Event Description\nDon’t let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years\, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff\, managers\, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with “filled-in” forms provided with the complete answers. \nDesigned For\nAccounting and Finance Professionals in public accounting who prepare or review complex 1040 returns \nObjectives\n\nRecognize and understand how to handle advanced technical issues which arise in a professional practice and in preparing individual tax returns\n Complete the tax forms for selected issues\n\nMajor Subjects\nWhat’s NEW for this year – Items all practitioners must know Coverage of One Big Beautiful Bill Act; 1099-K reporting requirements; Qualified Business Income — Coverage of Section 199A including the real estate safe harbor; A tour of the most recent forms changes\, starting from gross income and ending with selected credits\, including the latest IRS guidance on significant recent tax legislation; How will clients (and practitioners) interact with IRS in the future and how the pandemic is steering the IRS to ramp up with digital communication efforts; Hot developments and current areas of interest; Virtual Currency and Digital Asset Taxation; Advanced practice\, reporting\, and other issues intertwined with advanced planning and discussion ideas; Form 6198 — At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different\, and why this is significant; Form 6252 — Installment sale income: A common tax area; however\, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property\, including worksheets on calculating gain & tax basis of reacquired property; Form 5329 — Additional taxes on qualified plans: Advanced study of how to avoid penalties Coverage of Section 1202 and Section 1045 transactions with examples;; \nInstructions\nNone URL:https://sc.cpa/event/sstx117-27-surgents-technical-individual-practice-issues-and-tax-forms-for-experienced-practitioners/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T045534Z CREATED:20260612T223116Z LAST-MODIFIED:20260613T045534Z UID:10006192-1814356800-1814356800@sc.cpa SUMMARY:(SSTX321/27) Surgent's Weekly Expert Hour (Original Air Date: 1/27/22) DESCRIPTION:Event Description\nAs financial and tax professionals well know\, information overload is a constant struggle we face because things change quickly\, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a new weekly series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. We are all aware that the IRS\, along with other state and federal regulators\, is issuing guidance with increased frequency due to the coronavirus pandemic tax changes. New rules need to be analyzed\, dissected\, and explained more quickly than in days gone by so that our clients are kept informed of opportunities that may not last long. This weekly series will provide relevant and important tax and financial changes in a quick\, concise format.Each week\, Mike and his co-presenters will dispense news on current events impacting taxes\, finance\, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series. \nDesigned For\nFinancial professionals who wish to be up to speed on the latest news affecting themselves and their clients \nObjectives\n\nBe well informed on current topics impacting taxes\, finance\, and industry\n\nMajor Subjects\nLetter 6419 Form 1099-K reporting by third party settlement organizations Preparing for filing season \nInstructions\nNone URL:https://sc.cpa/event/sstx321-27-surgents-weekly-expert-hour-original-air-date-1-27-22/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T043053Z CREATED:20260612T223117Z LAST-MODIFIED:20260613T043053Z UID:10006193-1814356800-1814356800@sc.cpa SUMMARY:(SSTX193/27) Surgent's The Essential 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. 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\nMajor Subjects\nEmployees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality 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: presence of intangible property; is P.L. 86-272 still valid? Pass-through problems: Nexus issues for interest owners Treatment of the 199A deduction for pass through entities by states: Withholding issues 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/sstx193-27-surgents-the-essential-multistate-tax-update/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T045536Z CREATED:20260612T223117Z LAST-MODIFIED:20260613T045536Z UID:10006194-1814356800-1814356800@sc.cpa SUMMARY:(SSAA194/27) Surgent's Preparing Not-for-Profit Financial Statements DESCRIPTION:Event Description\nAccurate and effective financial reporting is essential for every not-for-profit organization\, and it requires a solid understanding of today’s reporting requirements. This course equips professionals with the knowledge and tools to confidently navigate not-for-profit accounting standards. You’ll learn how requirements are applied in financial statements\, explore available reporting options\, and gain clarity on key areas such as net assets\, contributions\, and functional expense reporting. Through a highly illustrative format and over 30 targeted exercises\, this course provides a practical\, hands-on approach to building expertise in not-for-profit accounting and reporting. \nDesigned For\nNot-for-profit industry professionals and auditors \nObjectives\n\n\n Develop a solid working knowledge of the not-for-profit financial reporting requirements\n Skillfully prepare a not-for-profit’s financial statements with superior knowledge of accounting and reporting requirements\n Masterfully apply today’s core not-for-profit accounting requirements\n\nMajor Subjects\nKey requirements\, options\, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Core not-for-profit accounting requirements related to conditional and unconditional contributions\, promises to give\, restrictions\, designations\, contributed services\, net assets\, special events\, the classification of expenses\, and more \nInstructions\nNone URL:https://sc.cpa/event/ssaa194-27-surgents-preparing-not-for-profit-financial-statements/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T043056Z CREATED:20260612T223203Z LAST-MODIFIED:20260613T043056Z UID:10006195-1814356800-1814356800@sc.cpa SUMMARY:(SSTX307/27) Surgent's Weekly Expert Hour (Original Air Date: 7/15/21) 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\nAdvance Child Tax Credit payments 7/1/2021 Interim Final Regs on the No Surprises Act How inflation affects depreciation tax planning Preparing for inflation Tax timing issues \nInstructions\nNone URL:https://sc.cpa/event/sstx307-27-surgents-weekly-expert-hour-original-air-date-7-15-21/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T045537Z CREATED:20260612T223204Z LAST-MODIFIED:20260613T045537Z UID:10006196-1814356800-1814356800@sc.cpa SUMMARY:(SSAA207/27) Surgent's Government and Nonprofit Frauds and Controls to Stop Them DESCRIPTION:Event Description\nThe cost of fraud\, dearly paid by governments and nonprofits\, is too severe to not learn from past experiences. This course examines real-world fraud cases to uncover the lessons they provide and translate them into practical\, preventive controls. Using a highly illustrative and innovative format\, the course engages participants with over 15 focused exercises designed to build a strong working knowledge of fraud risks and effective anti-fraud controls. Whether you are an auditor or an industry professional\, you’ll gain actionable strategies to strengthen oversight\, reduce vulnerabilities\, and safeguard your organization. \nDesigned For\nAuditors and industry professionals working in the government and nonprofit environment \nObjectives\n\nIdentify common frauds occurring in governments and nonprofits today\n Skillfully develop controls to combat frauds\n Protect governments and nonprofits from fraud\n\nMajor Subjects\nExamine real-world misappropriations of cash\, check frauds\, vendor scams\, credit card abuse\, grant frauds\, benefit schemes\, inventory thefts\, and payroll frauds Identify and develop practical controls to prevent and detect fraud Tailor controls to the size and fit of the government or nonprofit \nInstructions\nNone URL:https://sc.cpa/event/ssaa207-27-surgents-government-and-nonprofit-frauds-and-controls-to-stop-them/ CATEGORIES:Self-Study Text END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T043059Z CREATED:20260612T223204Z LAST-MODIFIED:20260613T043059Z UID:10006197-1814356800-1814356800@sc.cpa SUMMARY:(SSTE136/27) Surgent's Power Query Series: Editor – The User Interface of Power Query DESCRIPTION:Event Description\nThis course introduces users to the Power Query Editor\, using the Excel version of Power Query\, and includes a hands-on transformation exercise using the editor. 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 third 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\nBe familiar with the components of the Power Query Editor\n Perform a transformation using the Power Query Editor\n\nMajor Subjects\nWhat is the Power Query Editor? How can I launch the Power Query Editor? Review of the components of the Power Query Editor Preview pane Ribbon Queries pane Query settings pane Applied steps Formula bar \nInstructions\nSave all data sets provided to a central location on your computer URL:https://sc.cpa/event/sste136-27-surgents-power-query-series-editor-the-user-interface-of-power-query/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T045539Z CREATED:20260612T223205Z LAST-MODIFIED:20260613T045539Z UID:10006198-1814356800-1814356800@sc.cpa SUMMARY:(SSTE148/27) Surgent's Using ChatGPT with Excel DESCRIPTION:Event Description\nIn this innovative course\, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT\, OpenAI’s powerful language model\, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT\, but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. \nDesigned For\nStudents\, professionals\, and enthusiasts seeking to leverage the potential of ChatGPT to enhance their Excel skills and productivity \nObjectives\n\nIdentify opportunities to leverage ChatGPT to improve your Excel skills and productivity\n Use ChatGPT with Excel formulas\n Recall the best practices for using ChatGPT with Excel\n\nMajor Subjects\nIntroduction to ChatGPT and other AI (artificial intelligence) language models Discussion of best practices for using ChatGPT with Excel Use ChatGPT to create\, debug\, and explain formulas Use ChatGPT to learn how to use Excel features Use ChatGPT to automate repetitive tasks in Excel Use ChatGPT to easily create macros \nInstructions\nIf you want to follow along\, sign up for a free ChatGPT account prior to the course. You can sign-up here: https://openai.com/chatgpt URL:https://sc.cpa/event/sste148-27-surgents-using-chatgpt-with-excel/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260613T043102Z CREATED:20260612T223205Z LAST-MODIFIED:20260613T043102Z UID:10006199-1814356800-1814356800@sc.cpa SUMMARY:(SSTE126/27) Surgent's Clean\, Transform\, and Load Data in Power BI DESCRIPTION:Event Description\nThis intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis\, the ability to effectively manage\, clean\, and transform this data is critical. This course delves into Microsoft Power Query\, a potent tool within Excel\, and Power BI Desktop\, known for its robust data processing capabilities. This course is designed to take participants from the basics of Power Query to exploring its more sophisticated features. It is an ideal blend of theoretical knowledge and practical application\, centered around diverse data scenarios encountered in multiple industries. The aim is to ensure that the skills and techniques learned are universally applicable and beneficial in any professional context. Structured to be participant-focused\, the course encourages active learning through a series of practical exercises\, live demonstrations\, and illustrative case studies. This approach not only deepens the understanding of Power Query’s features but also demonstrates how to turn complex data sets into actionable insights. While the course is broad in its application\, it remains detailed in its instruction\, catering to both the novice and the seasoned professional. It is particularly beneficial for those who regularly interact with data\, such as business analysts\, project managers\, and financial professionals\, providing them with the tools to streamline data processes and enhance data analysis capabilities. Additionally\, the course underscores best practices in data management. Participants will learn strategic approaches to data challenges\, ensuring that their data processes are efficient\, scalable\, and sustainable. This course is not just about mastering a tool; it’s about empowering professionals with the skills to transform data into a strategic business resource. By the end of the course\, participants will be equipped to leverage Power Query in Excel or Power BI Desktop to its full potential\, turning data into a powerful driver for business success and innovation. \nDesigned For\nAccounting professionals\, financial analysts\, and anyone who regularly works with data and seeks to improve their skills in data management and analysis using Power Query \nObjectives\n\nIdentify the key features and functionalities of Microsoft Power Query\n Distinguish between different data transformation techniques in Power Query\, including data cleaning\, merging\, and pivoting\n Indicate the best practices for documenting each step in your data transformation process\n\nMajor Subjects\nIntroduction to Power Query in Power BI: the interface and basic functionalities Removing duplicates\, handling null values\, and data type conversions Advanced methods for manipulating data\, including pivoting\, merging\, and appending queries Efficiently loading data into the Power BI data model Setting up details for each step in the process so you can document what is happening and why \nInstructions\nDownload the handout and practice material prior to the course URL:https://sc.cpa/event/sste126-27-surgents-clean-transform-and-load-data-in-power-bi/ CATEGORIES:Self-Study Video END:VEVENT END:VCALENDAR