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Events

Live Stream: Advanced Taxation of LLCs and Partnerships - 8/26/2025 - Live Stream
Partnership tax law is one of the most complex provisions in the Internal Revenue Code. To effectively serve your business and individual partner clients, you must have an excellent working knowledge of the Internal Revenue Code’s sophisticated...
Live Stream: Anticipating the New Client: Customer Service Pivots to Customer Experience (NEW) - 8/26/2025 - Live Stream
Customer service is moving to customer experience, and modern firms must keep up with their clients, or fail at sustainability. Competition is no longer just down the street, clients are demanding more value, and a shift from reactive reporting...
Live Stream: Advanced Tax Planning for S Corporations - 8/27/2025 - Live Stream
Understand the intricacies of the ever-popular S corporation form of business and consider the tax effect that various types of S corporation distributions will have on the corporation’s shareholders. Updated for the latest guidance on recently...
Live Stream: CFO Series: Corporate Performance Management (NEW) - 8/27/2025 - Live Stream
Whether you are a seasoned CFO or a staff professional, we all want to enhance our skills and become more effective. We discuss four improvement methods, including getting the most from the sales function, how CFOs can (and should) deliver much...
Live Stream: Jim Martin's Accounting & Auditing Update for the Real World - 8/27/2025 - Live Stream
Cover the significant provisions of the most recent and proposed pronouncements from the FASB, the Auditing Standards Board and the Accounting ad Review Services Committee. The course is presented from the perspective of a small firm...
Live Stream: The Mindful CPA (NEW) - 8/27/2025 - Live Stream
In today’s world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home.  Mindfulness is an easy and effective tool to...
Live Stream: A Complete Tax Guide to Exit Planning (IRS)(NEW) - 8/28/2025 - Live Stream
When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains...
Live Stream: Advanced Management and Leadership Essentials (Condensed) - 8/28/2025 - Live Stream
This 2-hour mini course highlights leadership skills and situations that are common for managers. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.Leading Others - Coaching &...
Live Stream: Surgent's Individual Income Tax Update (IRS) - 8/28/2025 - Live Stream
Get up-to-speed on the latest individual tax law developments and the corresponding or responsive planning opportunities available to your clients. Gain the knowledge to educate your tax clients and implement tax-saving ideas to serve their...
Live Stream: Surgent's S Corporation, Partnership, and LLC Tax Update (IRS) - 8/28/2025 - Live Stream
If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative...

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