CPE Catalog & Events

How to Reopen and Challenge an Assessed Tax

The major topics that will be covered in this class include:The means that CPAs can reopen closed assessments,Doubt-as-to-liability offersAudit reconsiderationAmended returnsRefunds

Interview: Leveraging Change and Inspiring Innovation

The major topics that will be covered in this class include:How to develop creativity and resilienceDecision-making guidance for growth and adaptabilityInspiring innovation in your team

Like-kind Exchanges in Real Estate Transactions

The major topics that will be covered in this class include:Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy.These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.

Public Charity Qualification Under the Public Support Tests

The major topics that will be covered in this class include:Intro to the two public support tests (PSTs), including the various common misconceptions about each test's applicationReview of each test, focusing first on the relative ease of PST #1 (that calculated on Schedule A, Part II) which employs a bifurcated test (i.e., an automatic %-age versus a 'facts and circumstance' %-age "in"); thereafter, emphasizing the demands and challenges of PST #2 (calculated on Schedule A, Part III) with its restrictive parameters and dual tests each of which must be passed to be "in"Practical tips (and materials on same) translating revenue presentation from the Core Form 990 at Part VIII to the line inputs for both PSTs via Schedule A's Parts II and IIIDiscussion of how to assist organizations who are in danger of flunking one or both PSTsAnalyzing anomalies: explanation of both what comprises an unusual grant and when a filer's PST 1 "facts and circumstances test" argument ages out

Shorten Month-End: Closing Best Practices

Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systems' headaches that slow you downWork through examples of close cycle "time killers" and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly

Surgent's Assessing the Risk of Fraud In a Financial Statement Audit

Fraud landscape in the United States Fraud risk procedures as updated by recently issued standards Most likely fraud types found in small to midsize entities Internal controls to prevent and detect fraud What to do when fraud or suspected fraud is identified Case studies based on recent frauds Cyber fraud schemes and how to prevent/detect them Analytics that can be used as fraud risk procedures Assessing the risk of grant fraud in a Single Audit 

Surgent's Management Fundamentals

What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability

Surgent's New Jersey Law and Ethics

The Accountancy Act of 1997 and the Rules and Regulations of the New Jersey Board of Accountancy Other New Jersey professional standards and responsibilities for the practice of public accounting The AICPA Code of Professional Conduct

Surgent's The Accountant as the Expert Witness

Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation, and professional liability cases Credibility as a witness

Tax Practice Standards

The major topics that will be covered in this class include:How tax professionals have a heavy responsibility to serve the client, yet still properly adhere to the multitude of tax rules.How tax standards help guide the practitioner to maintain objectivity, avoid conflicts of interest and provide high quality professional client servicesReal-life examples from the speaker's extensive experience as a tax practitioner and as an expert witness in accounting malpractice cases to illustrate these concepts.

That'll Leave a Mark: Creating a Personal Brand

The major topics that will be covered in this course include:Importance of having long-term focusDefinition of a personal brandCharacteristics of a personal brandDefinition and creation of brand equityAdvantages of positive brand equityHow to create brand equity

What Every Auditor Needs to Know about Data Analytics

The major topics that will be covered in this class include:What is data analytics?Introduction to the Flatiron Solar case studyApplying the data analytics lifecycle to Flatiron Solar

Change: Embrace & Enjoy - It Is Inevitable

The major topics that will be covered in this class include:Examples of how the rate of change has morphed over timeExamples of the many changes in accountingHow to enhance your adaptability so you can thrive in a world of change

Ethics: 10 Essential Movies, TV Shows, and Books for CPAs

You will receive summaries of some of the best movies, TV programs, and books for CPAs who want to take their businesses to a higher level of success. Some of the works we'll discuss are:The GodfatherAristotle's Nicomachean EthicsCurb Your EnthusiasmThe Invention of Lying ...and many more!

Resolving Payroll Tax Debts

The major topics that will be covered in this class include:The basics of resolving an outstanding payroll tax debt Handling personal liability for owners and key employees Issues pursuant to the trust fund recovery penalty

White-Collar Crime: What is It?

The major topics that will be covered in this class include:What Constitutes White-Collar CrimeParallel Proceedings: Civil Agencies and the Department of JusticeCorporations: Victims and DefendantsThe Discovery of White-Collar CrimesDeceptions and FraudThe Collateral Consequences

Leadership Academy 2.0 - Class 1

Leadership Academy - Class 2

Jim Martin's Virtual Monthly A&A Series April 2021-March 2022

The topics to be discussed each month are listed below. The topic may change if urgent A&A issues arise. April 14: Impairment Issues During the Pandemic May 12: New SSAE 19 - Agreed-Upon Procedures Engagements: A New and Efficient Way To Do AUPs June 9: Refresher on Going Concern Responsibilities of Management and the Accountant July 14: Ethics Update Part I August 11: Ethics Update Part II September 8: Getting Ready to Implement SSARS 25 (big changes for reviews) October 13: Getting Ready to Implement SAS 134 (new audit reports) November 10: Getting Ready to Implement SAS 135-143 (other new auditing issues) December 8: ASU 2020-07: Disclosures of Non-financial Donations to a Not-for-profit January 12, 2022: Final Preparation for the Leasing Standard February 9, 2022: SSARS 25 is Live! March 9, 2022: How 2021 New ASU's Will Impact You and When