< Return to List

Events

Live Stream: Documenting Your EBP Audit: What You Need to Know** - 6/13/2018 -
Discover new ways of thinking holistically about your level of audit documentation. Explore real examples and real solutions tackling the most common areas in EBP audits where detailed documentation is critical to supporting the audit...
Live Stream: FASB's "Big 3" - Revenue Recognition, Leases, and Financial Instruments - 6/22/2018 -
Review and update FASB's Big 3 accounting and reporting areas - Revenue Recognition, Leases, and Financial Instruments. Focus on recently issued Accounting Standards Updates, and analyze the Big 3 using examples and illustrations to provide a...
Live Stream: Sales Tax Revenue Loss for Online Retailers - U.S. Supreme Court vs. South Dakota - 6/22/2018 -
 
Live Stream: Determining How Much Money You Need to Retire: Practical Planning Strategies (CFP) - 6/27/2018 -
Receive needed knowledge to help your clients implement tax-effective investment and portfolio strategies for successful wealth accumulation and real after-tax retirement income maintenance.
Live Stream: Upcoming Peer Review: Is Your Firm Ready?** - 7/12/2018 -
Find out how to prepare for your next peer review and what can be done on a daily basis to create a strong quality control environment for your firm. Identify the most common significant deficiencies peer reviews uncover and what you can do to...
Live Stream: Reviewing Pass-Through Tax Returns: What Are You Missing? - 7/13/2018 -
If you ever wanted to know the mechanics of buying, selling or merging companies, this course offers key insights into the transaction marketplace. This material is aimed at a broad audience of business owners, senior managers, chief financial...
Live Stream: Becoming an AICPA Peer Review Team or Review Captain: Case Study Application** - 7/17/2018 -
Examine realistic case studies that encompass the most important elements of a system peer review, as well as several case studies pertaining to an engagement review. As a current or future team and/or review captain, learn to successfully plan...
Live Stream: Estate and Life Planning Issues for the Middle-Income Client (CFP) - 7/18/2018 -
Explore ways to provide additional quality services for your middle-income clients; content updated for developments relative to potential estate tax repeal, and the implications for planning.
Live Stream: Surgent's Individual and Financial Planning Tax Camp (CFP) - 7/19/2018 -
Each year brings its own set of tax planning challenges, and this year is no exception. Receive planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to consider right now to take...
Live Stream: How to Settle a Client's Estate (CFP) - 7/20/2018 -
Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. Understand the legal concepts, communicate a real-world explanation to clients,...