Your Selections:

  • 8 Credits
    Online

    K2's Excel Best Practices

    Location: Online
    Member Price: $245.00
    Master best practices in Excel to create, edit and audit spreadsheets. Learn security and collaboration techniques, while gaining critical skills for financial analysis and reporting. Today’s best practices for Excel differ significantly from those used in the past. Learn the best ways...
  • 8 Credits
    Online

    Audits of Defined Contribution Pension Plans (Emphasizing 401k Plans)

    Location: Online
    Member Price: $245.00
    For the beginner, employee benefit plan audits have always presented unique challenges and practice risks. This basic to intermediate course will address many of these challenges and provide the skills to:  Avoid the most common deficiencies identified by the DOL and peer reviewers,  Plan a...
  • 8 Credits
    Online

    Disclosure-The Key to Financial Statements

    Location: Online
    Member Price: $245.00
    Keep your professional reputation stellar by making sure your financial statements are "up-to-speed." This course will:  Explain and illustrate disclosure requirements,  Clear up misconceptions on practice problems,  Correct disclosure deficiencies most frequently cited by peer reviewers, ...
  • 8 Credits
    Online

    K2's Excel Best Practices

    Location: Online
    Member Price: $245.00
    Master best practices in Excel to create, edit and audit spreadsheets. Learn security and collaboration techniques, while gaining critical skills for financial analysis and reporting. Today’s best practices for Excel differ significantly from those used in the past. Learn the best ways...
  • 4 Credits
    Online

    Power BI - Use PBI Desktop to Create Reports and Dashboards

    Location: Online
    Member Price: $139.00
    * This course is #8 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * Power BI Desktop is a new stand-alone tool that adds visualization to your data. This course focus on learning the Power BI Desktop interface,...
  • 4 Credits
    Online

    Surgent's Advanced Trust Issues (TRST)

    Location: Online
    Member Price: $139.00
    Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use; what language...
  • 8 Credits
    Online

    Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC)

    Location: Online
    Member Price: $239.00
    The course provides a comprehensive understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course and instruction delivery is geared toward the basic understanding and progresses to complex issues. The boot...
  • 8 Credits
    Online

    Advanced Issues: The Art of the Estate Tax Return

    Location: Online
    Member Price: $245.00
    Dive into strategies for preparing an estate tax return and achieving the most successful results for clients during an audit, including compliance and planning opportunities. Required returns and portability-only election returns will be discussed in depth. Learn about the weaknesses in IRS...
  • 2 Credits
    Online

    Delivering Bad News? Don't Be the Messenger Who Gets Shot!

    Location: Online
    Member Price: $79.00
    The average CFO's tenure is about three years, while the tenure for other financial positions may not be much better. One cause may be our responsibility to deliver BAD news. Sadly, sometimes the messenger gets shot. How can some people deliver the bad news and actually strengthen their...
  • 8 Credits
    Online

    Federal Tax Update: Comprehensive Individual Tax (Form 1040)

    Location: Online
    Member Price: $245.00
    This course provides participants with critical Federal tax law updates resulting from current laws, regulations and court cases impacting individuals. Critical topics to be covered include the new qualified business income deduction, expansion of the child credit and standard deduction,...
  • 8 Credits
    Online

    Special Topics In Partnership And LLC Taxation

    Location: Online
    Member Price: $245.00
    Tax practitioners struggle to understand the rules of Subchapter K of the Internal Revenue Code and related Treasury Regulations. Complex rules offer both tax planning opportunities as well as traps. Join an in-depth analysis of key partnership tax issues with an emplasis on how they...
  • 8 Credits
    In-Person

    Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs

    Location: St Louis
    Member Price: $295.00
    As long as LLCs, partnerships, and S corporations form the backbone of many CPAs' practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations,...
  • 8 Credits
    Online

    Contributions & Distributions: Traditional, Roth, SEP, SIMPLE IRAs

    Location: Online
    Member Price: $229.00
    This comprehensive training is designed to get the accountant up to speed quickly with the different types of individual retirement accounts (IRAs). The cornerstone of the course is an in-depth coverage of the contribution and distribution rules to the Traditional, Roth, Simplified Employee...
  • 2 Credits
    Online

    The Flow Through Entities Deduction: Review and Update

    Location: Online
    Member Price: $79.00
    This program addresses the Section 199A deduction for flow-through entity income, including a review of the major provisions, forms reporting, and recent developments. This course qualifies for PTIN credit. This event may be a rebroadcast of a live event and the instructor will be...
  • 8 Credits
    Online

    Audits of Defined Contribution Pension Plans (Emphasizing 401k Plans)

    Location: Online
    Member Price: $245.00
    For the beginner, employee benefit plan audits have always presented unique challenges and practice risks. This basic to intermediate course will address many of these challenges and provide the skills to:  Avoid the most common deficiencies identified by the DOL and peer reviewers,  Plan a...
  • 8 Credits
    Online

    Disclosure-The Key to Financial Statements

    Location: Online
    Member Price: $245.00
    Keep your professional reputation stellar by making sure your financial statements are "up-to-speed." This course will:  Explain and illustrate disclosure requirements,  Clear up misconceptions on practice problems,  Correct disclosure deficiencies most frequently cited by peer reviewers, ...
  • 2 Credits
    Online

    Ethics: IRS Behavioral Insights for Accountants

    Location: Online
    Member Price: $79.00
    This course provides a concise overview of how the Internal Revenue Service (IRS) thinks. The session reviews how the agency uses behavioral insights -- the study of how people reflect and behave -- to drive compliance, positively impact taxpayer engagement, and reduce taxpayer burden. While...
  • 4 Credits
    Online

    Lease Accounting in Transition

    Location: Online
    Member Price: $120.00
    After years of discussion, FASB finalized a new lease standard (ASU 2016-02, Topic 842) that makes significant changes in lessee accounting and disclosure. Lessor accounting is virtually unchanged from prior guidance. Effective in 2019 (or 2020 for nonpublic companies), most long-term leases...
  • 2 Credits
    Online

    MS PowerPoint - Advanced Techniques for Better Presentations

    Location: Online
    Member Price: $99.00
    In this webcast, you will learn how to leverage the more advanced features of PowerPoint to take your presentations to the next level. You'll create more effective presentations with your new knowledge of advanced features, such as including slide transitions and animations, leveraging the...