Rebroadcast
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: WRS182525
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well ... More Info
Rebroadcast
The Complete Guide to Payroll Taxes and 1099 Issues
- Online
- Event Code: WRS125925
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. The Service has announced that uncovering noncompliance by employers ranks high on its audit ... More Info
Rebroadcast
Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- Online
- Event Code: WRS126025
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term “basis,” we really could be referring to one of three different things. This course will explore the differences between inside basis, ... More Info
Rebroadcast
What If Your Client Didn’t Take Reasonable Compensation
- Online
- Event Code: WRX279025
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Taxes
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: My S Corp client didn’t take reasonable compensation last year. Now what? Knowing that reasonable compensation isn’t just a tax obligation, but a strategic financial decision, you need to be armed with ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: WRX502925
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: WRX503025
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding ... More Info
Rebroadcast
Partnership and LLC Core Tax Issues From Formation Through Liquidation
- Online
- Event Code: WRS182725
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Taxes
As staff members gain more experience, they are expected to take on more complex assignments with minimal supervision. This course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation. The material provides a deep life-cycle study into critical ... More Info
Rebroadcast
Partnership and LLC Core Tax Issues From Formation Through Liquidation
- Online
- Event Code: WRS126525
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Taxes
As staff members gain more experience, they are expected to take on more complex assignments with minimal supervision. This course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation. The material provides a deep life-cycle study into critical ... More Info
Rebroadcast
Taxation of Partnership Distributions and Sales of Partnership Interests
- Online
- Event Code: WRS126425
- CPE Credits: 8
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests – topics that tax practitioners are often asked about by clients. Tax practitioners are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences ... More Info
Rebroadcast
Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
- Online
- Event Code: WRS126625
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
The course provides a comprehensive, hands-on, pencil-pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns, 1120-S and 1065, as building blocks for more complex concepts ... More Info
Rebroadcast
Capital Assets: Basis and Taxation for Financial Professionals
- Online
- Event Code: WRS126725
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
This course provides a comprehensive understanding of capital assets taxation, basis determination, and related tax planning strategies. Participants will explore the fundamental classification of capital assets, the distinction between realization and recognition of gains and losses, and the complex rules governing disallowed losses. The course thoroughly examines the various types ... More Info
Rebroadcast
Surgent’s Federal Tax Update
- Online
- Event Code: WRS126825
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Taxes
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to ... More Info
Rebroadcast
Behind the Curtain: Exploring IRS Audit Technique Guides
- Online
- Event Code: WRX280725
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights ... More Info
Rebroadcast
Partnership/LLC Taxation: Tax Basis Capital Accounts
- Online
- Event Code: WRX280825
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners tax basis capital accounts, now required for tax form reporting. This event may be a rebroadcast of a live event and the ... More Info
Live Webcast
Individual Tax Update (Virtual)
- Online
- Event Code: WF000525
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
- CLE
- Enrolled Agent
In this course, we review current year developments, recurring problems and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2024 individual income tax planning and return preparation. The materials include a review of individual income taxation including * The Child Tax ... More Info
Rebroadcast
Self-Rental Real Estate: Passive Activity & Section 199A
- Online
- Event Code: WRX281625
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
- Online
- Event Code: WRS182925
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their ... More Info
Rebroadcast
Key Partnership and S Corporation Tax Planning Strategies
- Online
- Event Code: WRS127425
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive ... More Info
Rebroadcast
Preparing Individual Tax Returns for New Staff and Paraprofessionals
- Online
- Event Code: WRS127525
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: Taxes
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers ... More Info
Rebroadcast
Tax Season Update for Business with Steve Dilley
- Online
- Event Code: WRX282025
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2024/25 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Al Capone to Cybercrime: The Journey of IRS Special Agents
- Online
- Event Code: WRX282325
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Taxes
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, ... More Info
Rebroadcast
Tax Depreciation: Review and Update
- Online
- Event Code: WRX282425
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Taxes
A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
S Corporation Taxation: Advanced Issues
- Online
- Event Code: WRS127725
- CPE Credits: 4
- Legacy Level:Advanced
- Fields of Study: Taxes
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.
Rebroadcast
Tax Update for Client Advisory Services
- Online
- Event Code: WRS183025
- CPE Credits: 4
- Legacy Level:Update
- Fields of Study: Taxes
Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with — information reporting, payroll tax issues, ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: WRX283025
- CPE Credits: 4
- Legacy Level:Overview
- Fields of Study: Taxes
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President’s ... More Info