10:00 am - 12:00 pm Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (SU0808/24) May 1 @ 10:00 am - 12:00 pm Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (SU0808/24) Clients often ask their tax advisors whether they have the…...
1:30 pm - 5:00 pm Surgent’s Management Fundamentals (SU1467/24) May 1 @ 1:30 pm - 5:00 pm Surgent’s Management Fundamentals (SU1467/24) In a recent Gallup study, 50% of respondents quit because…...
9:00 am - 11:00 am Surgent’s Getting Ahead: The Art of Marketing for CPAs (SU0454/24) May 2 @ 9:00 am - 11:00 am Surgent’s Getting Ahead: The Art of Marketing for CPAs (SU0454/24) To many clients, CPA firms all look the same. While…...
2:00 pm - 3:00 pm Surgent’s Weekly Expert Hour (SU1015/24) May 2 @ 2:00 pm - 3:00 pm Surgent’s Weekly Expert Hour (SU1015/24) As financial and tax professionals well know, information overload is…...
9:00 am - 5:00 pm Surgent’s Advanced Audits of 401(k) Plans: Best Practices and Current Developments (SU1132/24) May 3 @ 9:00 am - 5:00 pm Surgent’s Advanced Audits of 401(k) Plans: Best Practices and Current Developments (SU1132/24) Looking to improve the quality of your 401(k) benefit plan…...
10:00 am - 12:00 pm Surgent’s Guide to Partner Capital Account Reporting (SU0832/24) May 3 @ 10:00 am - 12:00 pm Surgent’s Guide to Partner Capital Account Reporting (SU0832/24) Tax practitioners are responsible for presenting partner capital accounts on…...
9:00 am - 12:30 pm Surgent’s Auditing 401(k) Plans: Critical Issues and Annual Update (SU1157/24) May 6 @ 9:00 am - 12:30 pm Surgent’s Auditing 401(k) Plans: Critical Issues and Annual Update (SU1157/24) Due to increasing scrutiny in the employee benefit plan area,…...
10:00 am - 12:00 pm Surgent’s What Tax Practitioners Need to Know About Medicare (SU0936/24) May 6 @ 10:00 am - 12:00 pm Surgent’s What Tax Practitioners Need to Know About Medicare (SU0936/24) Tax advisors often receive questions concerning all facets of Medicare.…...
1:00 pm - 4:30 pm Surgent’s Real Estate Taxation: Critical Considerations (SU0277/24) May 7 @ 1:00 pm - 4:30 pm Surgent’s Real Estate Taxation: Critical Considerations (SU0277/24) This course is a 'deep dive' into many aspects involving…...
9:00 am - 12:30 pm Surgent’s Applying the CECL Credit Loss Standard to Non-Banking Situations (SU1307/24) May 8 @ 9:00 am - 12:30 pm Surgent’s Applying the CECL Credit Loss Standard to Non-Banking Situations (SU1307/24) The effective date for private companies of ASC 326, Credit…...
10:00 am - 12:00 pm Surgent’s Choosing the Right Business Entity (SU0816/24) May 8 @ 10:00 am - 12:00 pm Surgent’s Choosing the Right Business Entity (SU0816/24) The business structure a client chooses influences virtually every tax…...
9:00 am - 5:00 pm Surgent’s Audits of 401(k) Plans: New Developments and Critical Issues (SU1162/24) May 9 @ 9:00 am - 5:00 pm Surgent’s Audits of 401(k) Plans: New Developments and Critical Issues (SU1162/24) One of the most favored employee benefit plans, the 401(k)…...
1:00 pm - 3:00 pm Surgent’s Tax Research (SU0426/24) May 9 @ 1:00 pm - 3:00 pm Surgent’s Tax Research (SU0426/24) Answering clients' tax questions accurately and on time is a…...
9:00 am - 12:30 pm Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SU0220/24) May 10 @ 9:00 am - 12:30 pm Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SU0220/24) Planning may be one of the most important assignments of…...
10:00 am - 12:00 pm Surgent’s Auto and Energy-Related Tax Credits (SU0772/24) May 10 @ 10:00 am - 12:00 pm Surgent’s Auto and Energy-Related Tax Credits (SU0772/24) The Inflation Reduction Act (IRA) contains many changes to auto…...
1:00 pm - 3:00 pm Surgent’s Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (SU1505/24) May 13 @ 1:00 pm - 3:00 pm Surgent’s Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (SU1505/24) Years of growth in a retirement account can be wiped…...
1:00 pm - 4:30 pm Surgent’s Top Ten Questions from Partnership Clients Regarding the Section 754 Election (SU1499/24) May 13 @ 1:00 pm - 4:30 pm Surgent’s Top Ten Questions from Partnership Clients Regarding the Section 754 Election (SU1499/24) This program is an in-depth analysis of the Section 754…...
8:45 am - 3:15 pm Leading into the Future Annual Meeting & Centennial Awards (ME22-80/23) May 17 @ 8:45 am - 3:15 pm Leading into the Future Annual Meeting & Centennial Awards (ME22-80/23) Once in a lifetime event- truly- 100th Anniversary! The 2024 Leading…...
9:00 am - 5:00 pm Surgent’s Annual Accounting and Auditing Update (SU1272/24) May 21 @ 9:00 am - 5:00 pm Surgent’s Annual Accounting and Auditing Update (SU1272/24) Designed for accounting and attestation practitioners at all levels in…...
9:00 am - 5:00 pm Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0180/24) May 21 @ 9:00 am - 5:00 pm Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0180/24) This is indeed another year of significant change in the…...
1:00 pm - 4:30 pm Surgent’s Construction Contractors: Accounting and Financial Reporting Issues (SU0124/24) May 22 @ 1:00 pm - 4:30 pm Surgent’s Construction Contractors: Accounting and Financial Reporting Issues (SU0124/24) Accounting and financial reporting for construction contractors may be the…...
1:00 pm - 3:00 pm Surgent’s Update on the SECURE 2.0 Act (SU1490/24) May 22 @ 1:00 pm - 3:00 pm Surgent’s Update on the SECURE 2.0 Act (SU1490/24) This course provides a comprehensive analysis of the SECURE 2.0…...
9:00 am - 12:30 pm Surgent’s Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions (SU0246/24) May 23 @ 9:00 am - 12:30 pm Surgent’s Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions (SU0246/24) Calculating partnership basis is one of the most important things…...
9:00 am - 5:00 pm Surgent’s Advanced Audits of 401(k) Plans: Best Practices and Current Developments (SU1133/24) May 23 @ 9:00 am - 5:00 pm Surgent’s Advanced Audits of 401(k) Plans: Best Practices and Current Developments (SU1133/24) Looking to improve the quality of your 401(k) benefit plan…...
1:00 pm - 4:30 pm Surgent’s Fraud Basics: Protecting the Company Till (SU0474/24) May 24 @ 1:00 pm - 4:30 pm Surgent’s Fraud Basics: Protecting the Company Till (SU0474/24) The focus of this course is reducing the overall risk…...
1:30 pm - 5:00 pm Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SU0067/24) May 24 @ 1:30 pm - 5:00 pm Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SU0067/24) Don't just wing it when you can soar! To catch…...
9:00 am - 5:00 pm Surgent’s Annual Accounting and Auditing Update (SU1273/24) May 28 @ 9:00 am - 5:00 pm Surgent’s Annual Accounting and Auditing Update (SU1273/24) Designed for accounting and attestation practitioners at all levels in…...
9:00 am - 5:00 pm The Best Individual Income Tax Update Course by Surgent (SU1376/24) May 28 @ 9:00 am - 5:00 pm The Best Individual Income Tax Update Course by Surgent (SU1376/24) This highly informative course comprehensively covers all the latest tax…...
9:00 am - 5:00 pm Surgent’s Preparing Not-for-Profit Financial Statements (SU0138/24) May 29 @ 9:00 am - 5:00 pm Surgent’s Preparing Not-for-Profit Financial Statements (SU0138/24) In order to prepare accurate and effective not-for-profit financial statements,…...
1:00 pm - 3:00 pm Surgent’s Excel for Accountants: Using Excel to Cleanse and Prepare Data (SU0575/24) May 29 @ 1:00 pm - 3:00 pm Surgent’s Excel for Accountants: Using Excel to Cleanse and Prepare Data (SU0575/24) Do you ever import data into Excel, and then spend…...
9:00 am - 5:00 pm Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SU1115/24) May 30 @ 9:00 am - 5:00 pm Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SU1115/24) This course is designed as a comprehensive guide to the…...
9:00 am - 5:00 pm Surgent’s Individual and Financial-Planning Tax Camp (SU0197/24) May 30 @ 9:00 am - 5:00 pm Surgent’s Individual and Financial-Planning Tax Camp (SU0197/24) Each year brings its own set of tax planning challenges,…...
1:00 pm - 3:00 pm Surgent’s Depreciation Rules for Bonus and Section 179 Expensing (SU0846/24) May 31 @ 1:00 pm - 3:00 pm Surgent’s Depreciation Rules for Bonus and Section 179 Expensing (SU0846/24) The Tax Cuts and Jobs Act of 2017 has had…...
9:00 am - 5:00 pm The Best Individual Income Tax Update Course by Surgent (SU1377/24) June 1 @ 9:00 am - 5:00 pm The Best Individual Income Tax Update Course by Surgent (SU1377/24) This highly informative course comprehensively covers all the latest tax…...
May 1 @ 10:00 am - 12:00 pm Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (SU0808/24)
May 3 @ 9:00 am - 5:00 pm Surgent’s Advanced Audits of 401(k) Plans: Best Practices and Current Developments (SU1132/24)
May 6 @ 9:00 am - 12:30 pm Surgent’s Auditing 401(k) Plans: Critical Issues and Annual Update (SU1157/24)
May 8 @ 9:00 am - 12:30 pm Surgent’s Applying the CECL Credit Loss Standard to Non-Banking Situations (SU1307/24)
May 9 @ 9:00 am - 5:00 pm Surgent’s Audits of 401(k) Plans: New Developments and Critical Issues (SU1162/24)
May 10 @ 9:00 am - 12:30 pm Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SU0220/24)
May 13 @ 1:00 pm - 3:00 pm Surgent’s Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (SU1505/24)
May 13 @ 1:00 pm - 4:30 pm Surgent’s Top Ten Questions from Partnership Clients Regarding the Section 754 Election (SU1499/24)
May 21 @ 9:00 am - 5:00 pm Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SU0180/24)
May 22 @ 1:00 pm - 4:30 pm Surgent’s Construction Contractors: Accounting and Financial Reporting Issues (SU0124/24)
May 23 @ 9:00 am - 12:30 pm Surgent’s Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions (SU0246/24)
May 23 @ 9:00 am - 5:00 pm Surgent’s Advanced Audits of 401(k) Plans: Best Practices and Current Developments (SU1133/24)
May 24 @ 1:30 pm - 5:00 pm Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SU0067/24)
May 29 @ 1:00 pm - 3:00 pm Surgent’s Excel for Accountants: Using Excel to Cleanse and Prepare Data (SU0575/24)
May 30 @ 9:00 am - 5:00 pm Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SU1115/24)
May 31 @ 1:00 pm - 3:00 pm Surgent’s Depreciation Rules for Bonus and Section 179 Expensing (SU0846/24)