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As a successful CPA, Jack Surgent well understood the critical role that Continuing Professional Education plays in the accounting profession, which is why he founded Surgent in 1985. We’ll help you nurture that investment by keeping your skills and knowledge sharp. From courses like our top-rated annual tax ApexCPE: Online CPE for CPAs updates to our best-in-industry video experience, and our unmatched customer experience, Surgent CPE always has your back. Courses range from one to three CPE credit hours and are available 24 hours a day. Take a course early in the morning or late at night, and start and stop the videos at your convenience.
- This course is designed for professionals using Excel 2013 through and including Excel 2019.
- Real-life cases and tips to protect yourself against identity theft are included as well.
- The course also discusses major cybersecurity and privacy laws, significant computer crime statutes, and widely recognized cybersecurity standards.
- The numerous advantages and disadvantages of this entity are identified to help practitioners determine whether the S corporation is most suitable for their clients.
- There is an examination of property settlements and other transfers incident to divorce.
- Many businesses are rethinking entire marketing strategies in order to focus on this new world known as “Web 2.0”.
We will also talk about asset-based lending facilities, term loans, and leasing. Mezzanine financing is an increasingly popular way of replacing equity financing with hybrid financial instruments. In the equity sections of the course, you will learn about venture capital, private equity, and the process of going public.
It is important to first understand how blockchains work before it becomes clear what they can offer to accounting and auditing. As adoption becomes more widespread, accountants and auditors should be getting on board. This course explains block chain fundamentals and how this technology will enhance many of the core businesses of the accounting and auditing profession. Stockholders’ equity represents the cumulative net contributions by stockholders plus accumulated earnings less dividends. This course discusses generally accepted accounting principles for reporting stockholder’s equity on the balance sheet. It addresses many of the possible actions, such as issuance of preferred and common stock, treasury stock, dividends, retained earnings appropriations, stock splits, and stock warrants.
Statutes And Rules
It will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, and child support are examined with an emphasis on planning considerations.
Among those for whom the TCJA will have a more significant effect are business owners of pass-through trades or businesses who may be eligible for the TCJA’s pass-through deduction. In this course, the intricacies of setting up and terminating an S corporation are detailed and taxation is discussed. The numerous advantages and disadvantages of this entity are identified to help practitioners determine whether the S corporation is most suitable for their clients. The S corporation is taxed like a partnership, but in other respects, S corporations are taxed like C corporations. This mini-course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are analyzed; Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored.
Tools To Understand The Cpe Rules
This course provides an overview on the basic concepts and tools of business. Topics covered are management, organization, human resource management, purchasing, production/operations, accounting, finance, marketing, quantitative methods, legal environment, information technology, business ethics, and international business. Economic indicators are those often-voluminous statistics released by government agencies, non-profit organizations and even private companies. They provide measurements for evaluating the health of our economy, including the latest business cycles, consumer spending, inflation, housing, and so on.
- In this course, the intricacies of setting up and terminating an S corporation are detailed and taxation is discussed.
- It will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements.
- There are internal control fundamentals that are appropriate for small businesses.
- It explains the process of accounting for income taxes, including valuation allowance, asset acquisition, intraperiod allocations, and interim reporting.
- One midwest CPA with particularly capacious balls arrived at a live class, opened his laptop, and started taking self-study courses during the live class.
The emphasis is on providing the tax practitioner with key tax solutions to help alleviate the economic concerns of most families. This course integrates federal taxation with overall financial planning, with a special emphasis on estate and gift taxation. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning.
Corporate Professionals
In a recent year, 153.8 million individual federal tax returns were filed, and 19.6 million – 12.7% of individual taxpayers – claimed the Earned Income Credit. Based on that percentage, it would not be unexpected that any tax return preparer will prepare the tax returns for many EIC claimants. This mini-course describes and compares sole proprietorships, partnerships, limited liability companies, C corporations and S corporations. It examines their advantages and disadvantages, permitting https://accountingcoaching.online/ the participant to properly select the right business entity for their tax and liability needs. This course is a primer for aspiring small business owners and entrepreneurs. The course explores step-by-step procedures necessary to set up and manage a small business. Topics include the development of the business plan, market entry strategies, organization and management, financing, Internet marketing, and software, and critical factors for small business owners and entrepreneurs.
We walk you through basic forecasting methodology, and then practical applications. Stress is placed on the use of computer technology, i.e., spreadsheets and stand-alone forecasting software. Using the AICPA Code of Professional Conduct, it presents an approach to coping with ethical dilemmas.
In this course, we will work through a set of financial statements highlighting the key points of relevance. We will also learn about ratio analysis, which will help us generate a deeper level of insight into the financial results by making comparisons to prior periods and to peers. This is a foundational course that will deepen your understanding of what the numbers mean. It is important that access to online bank accounts, Instagram pictures, eBooks or even reward miles be considered as part of the estate planning process in today’s digital world. This course discusses, in detail, why digital assets should be included in the estate planning process. It then walks you through the steps you need to consider when planning for digital assets and overviews some factors that should be considered during this process.
Business Management And Organization
This course is especially designed to provide you with the knowledge that is essential to supervision and teach you about the key role that supervisors play in today’s organizations. In most organizations it is recognized that a supervisory job is demanding and exacting. Success or failure of the entire organization is often conditioned by the competency at the supervisory level. This course attempts to present and discuss those things that are essential to being a successful supervisor. It is designed to meet the special needs of a person aspiring to a supervisory role, and the practicing supervisor.
In any given three-year reporting period, you must have a minimum of 120 hours, with 8 of those hours being in regulatory or behavioral ethics. The Earned Income Credit is a refundable tax credit that has a significant impact on United States revenue and, in the 2019 tax year, amounted to almost $63 billion claimed by more than 25 million tax filers.
The program also discusses installment sales, taxable interest, and bad debts. How can you help your client avoid the tax trap when going through a divorce?
Cpe Noncompliance
Tax reform provisions have frequently changed the tax on profits realized from the disposition of real estate. This has forced investors to seek “escape hatches” from fluctuating capital gains taxes. Tax-deferred exchanges permit the disposition of property often with the taxpayer receiving significant cash but without the payment of any tax. Functionally, an exchange is a “bridge” over the normally taxable event of moving from one property to another. This course alerts the practitioner to the different planning opportunities that surround exchanging and also identifies the tax consequences of home sales, foreclosure, repossession, and other real property dispositions. Additional topics of interest include involuntary conversions and at-risk limits. With the adoption of the passive loss limitation rules, taxpayers are looking to CPAs for guidance related to what deductions are allowed, disallowed, or suspended.
The course covers many of the key principles that embody corporate finance and gives participants a comprehensive appreciation of the finance discipline. A derivative is a financial product that derives its value based on an underlying asset, liability or other variable . Derivatives have become very popular tools for “hedging” (i.e. reducing) financial risk; they have also become an increasingly standard item on big companies’ balance sheets. Yet understanding how they work, what they are used for and how they can affect the bottom line of a business has proven to be a significant challenge for the accounting and auditing industries. This course provides an “accountant-friendly” overview of financial risk management and derivative instruments. This overview focuses on the various types of risk that impact financial markets today, as well as the four major categories of derivatives commonly used to hedge these risks (i.e. forwards, futures, swaps and options). The last two videos address the differences between accruals and cash flows, and the items that reconcile net income on the income statement with net cash from operating activities in the operating section of the statement of cash flows.
Financial institutions, government bodies, and businesses in many fields are all expressing more and more interest in cryptocurrency. Many businesses are looking for better ways to track, manage and account for cryptoassets. This course goes into well researched and newbie-friendly reflections about the most important aspects of cryptoassets.
We provide thousands of online CPE webinars, self-study courses, CPE packages, and live seminars each year for accounting, tax, and financial professionals all across the country. In addition, we have a growing selection of online exam review courses that help candidates much more quickly earn their CPA, EA, CMA, or other credential or designation.
My Courses
The course is applicable to all types of supervisory jobs whether in manufacturing, service, or not-for-profit organizations. For the potential supervisor, the course affords a concise but complete presentation to, and acquaintance with, many of the problems that may be confronted.
Free Cpe
The full disclosure principle, one of the major accounting principles, requires that information provided in financial statements be sufficiently complete to avoid misleading users of the reports by omitting significant facts of information. The full disclosure principle also refers to revealing information that would be useful in the decision-making processes of informed users. Full disclosure is required for the fair presentation of financial statements.
The program covers step-by-step tax procedures to form, operate, and ultimately dispose of a closely held corporation. Distinctions between S and C corporations will be unraveled and guidelines for client direction given. This course is designed to train both working CPAs and financial personnel to develop the knowledge and techniques required to review a variety of financing activities for businesses, and commercial and residential real estate. The course focuses on the basic principles, concepts, terminology and instruments to learn and understand how to review a client, a loan, and delineate the various services available in the financial community. It introduces the reader to the available commercial financial services, specialized terminology and financial documents and instruments used in these services. The course covers commercial real estate financing, analyzing income property loans, and the lending processes involved. This course is designed to meet the 4 hour ethics CPE requirement (3 hours, general, 1 hour, state-specific) for Mississippi CPAs.