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Events

Form 990: Mastering Its Unique Characteristics** - 6/21/2018 - Atlanta
Explore tax information and inherent not-for-profit organization issues to be mastered in properly preparing the current Form 990. Discuss the numerous reporting demands the 990 imposes, including how to respond to the Form's demands for...
FASB's "Big 3" - Revenue Recognition, Leases, and Financial Instruments - 6/22/2018 - Atlanta
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...
Determining How Much Money You Need to Retire: Practical Planning Strategies (CFP) - 6/27/2018 - Atlanta
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.
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...

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