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Events

Upcoming Peer Review: Is Your Firm Ready?** - 7/12/2018 - Atlanta
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...
Reviewing Pass-Through Tax Returns: What Are You Missing? - 7/13/2018 - Atlanta
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...
Becoming an AICPA Peer Review Team or Review Captain: Case Study Application** - 7/17/2018 - Atlanta
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...
Estate and Life Planning Issues for the Middle-Income Client (CFP) - 7/18/2018 - Atlanta
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.
Surgent's Individual and Financial Planning Tax Camp (CFP) - 7/19/2018 - Atlanta
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...
2018 Technology Conference - 7/19/2018 - Atlanta
The 2018 Technology Conference is one of the largest technology conferences for CPAs. K2 leaders provide attendees with tools that can be immediately put into practice. Longer sessions allow for a deeper dive into practical application of the...
Fraud and Abuse in Not-for-profit Entities and Governments: Stealing from Everyone - 7/20/2018 - Atlanta
When not-for-profit entities and governments fall prey to fraud and abuse it breaks the hearts of donors and taxpayers. Focus on the common types of fraud and abuse that occur in not-for-profit entities and governments and address the auditor's...
How to Settle a Client's Estate (CFP) - 7/20/2018 - Atlanta
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,...
Top 10 Tax Issues in Dealing with LLCs and Partnerships - 7/24/2018 - Atlanta
Partnerships and LLCs involve unique problems that require careful attention. Cover selected critical tax issues that practitioners need to know when working with partnerships and limited liability companies, with a focus on planning...
Risk Management - Disaster Recovery Planning - 7/25/2018 - Atlanta
Did you know that 35% of businesses never reopen after a disaster. While we think of disasters as storms or fires, even small events can have disastrous results to the bottom line. If a server goes down, it only takes 48 hours for a business to...

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