Surgent Accounting & Financial Education, a division of
KnowFully Learning Group, today announced the introduction of 13
new continuing professional education (CPE) courses set to debut
this spring, expanding its industry-leading content library.
“Coming out of tax season, we want to provide our customers a
wide array of choices for their continuing education,” said
Nick Spoltore, Surgent’s vice president of tax and
advisory content. “These topics were thus developed for both
technical practitioner necessity and the business development
issues so relevant in competitive commerce today.”
Nine of the 13 new CPE courses are in the taxation field of
study; of the four non-taxation courses, topics include business
management, information technology and marketing.
Each new CPE course will debut with a live webinar and then be
available for on-demand learning. All courses are worth two CPE
credits except where noted; they are as follows (including the
first air date):
April 18: Getting Ahead: The Art of Marketing for CPAs
(AMC2) helps CPA firms differentiate themselves in a crowded
market. The course explores effective marketing methods, regulatory
constraints and measuring success.
April 29: Tax Research (TXR2) helps tax practitioners
answer client inquiries more efficiently by providing clear
explanations and outlining the tax research process.
May 6: Improving Your Profits: Identifying Cost-Cutting
Opportunities (IYP2) teaches cost-cutting strategies,
negotiation tactics, financial statement analysis and cash flow
management to improve efficiency, competitiveness and
profitability.
May 14: Understanding Partnership Taxation: PTE Elections,
754 Elections, and Selling a Partnership Interest (PTE2) delves
into complex partnership tax scenarios, examining the implications
of PTE and 754 elections on an asset basis, helping determine the
tax consequences of selling a partnership interest.
May 16: Understanding Partnership Taxation: Debt
Allocations (PTA2) covers debt allocation in partnerships,
including its impact on tax-free and loss distributions,
partnership interest sales, complex regulations like 704(c) and
constructive liquidation scenarios.
May 17: Mastering Client Management for Accounting and
Finance Professionals (CLM2) provides proven strategies to improve
client relationships and retention and practice growth, addressing
common challenges while emphasizing alignment between clients and
team members.
May 21: Privacy and Security Training: Obligations of
Confidentiality and Safekeeping (DTS2) provides practical
knowledge on privacy and data security, offering best practices for
safety, and emphasizing the importance of diligence and awareness
in both professional and personal contexts.
May 23: Understanding Partnership Taxation: Types of Basis,
Contributions, and Distributions (PTB4) covers how to
calculate partnership basis and differentiate between inside basis,
outside basis, and 704(b) basis. Worth four CPE credits, this
course includes examples and practice problems to help readers
understand basis calculation and examines the tax implications of
initial property contributions and partnership distributions.
June 3: Understanding S Corporation Taxation: Compensation
Issues and Entity-Level Taxes (SCC2) covers S corporation tax
laws, which differ from typical flow-through entity tax
regulations. The course covers disallowed employee benefits for S
corporation shareholders, entity-level taxation and state tax
changes due to PTE elections.
June 5: Key Roth IRA and Roth 401(k) Rules for Funding and
Tax-free Distributions (RTH2) aims to simplify Roth IRA and
Roth 401(k) rules for funding and tax-free distributions,
addressing contribution limits, tax-free qualifications and changes
under SECURE Act 1.0 and 2.0. The course highlights the need for
advisors to be proficient in Roth strategies for retirement savings
portfolios.
June 12: Going Out on Your Own: Entity Types and Accounting
Methods (TAM2) is a guide on starting a business, exploring
the decision-making process of entity types and accounting methods,
offering valuable insights for small business owners and
practitioners.
June 17: Understanding S Corporation Taxation: Late S
Corporation Elections, Disproportionate Distributions, and Selling
Shares (SCL2) covers complex taxation rules surrounding S
corporations, discussing helpful elections, rigid rules, late
filing relief, disproportionate distributions and selling shares.
This course aims to help practitioners enhance their value to
clients.
June 20: Understanding S Corporation Taxation: Shareholder
Basis, AAA, and Retained Earnings (SCB2) explains the complex
S corporation tax laws, emphasizing the importance of understanding
the relationship between shareholder basis and equity for tax
purposes. The course provides examples and illustrations to explain
how transactions impact shareholder basis and equity.
The nine new tax courses are highlighted by a pair of miniseries
on partnership taxation and S corporation taxation.
“Since pass-throughs are the predominant entity choice among our
customers and their clients, these offerings relate to specifically
requested points of interest and provide insightful, practical
details on current taxation,” said Spoltore.
The Understanding Partnership Taxation
series equips participants to navigate the
intricacies of partnership structures and tax implications
effectively. This series includes three comprehensive courses:
PTE2, PTA2 and PTB4.
The Understanding S Corporation Taxation
series offers invaluable insights into the
intricacies of S corporation taxation, covering critical topics
such as compensation issues; entity-level taxes; late S corporation
elections; disproportionate distributions; shareholder basis;
accumulated adjustments account; and retained earnings. This series
is comprised of three essential courses: SCC2, SCL2 and SCB2.
Registration for all 13 new CPE courses from Surgent is
available now at surgentcpe.com.
About Surgent Accounting & Financial
Education Surgent Accounting &
Financial Education, a division of KnowFully Learning Group, is a
provider of the high-impact education experiences that accounting,
tax and financial professionals need throughout their careers. For
most of the company’s 35-year history, Surgent has been a trusted
provider of continuing professional education (CPE), continuing
education (CE) and skill-based training that professionals need to
maintain their credentials and stay current on industry changes.
More recently, Surgent became one of the fastest-growing
certification exam review providers, offering adaptive
learning-based courses that help learners pass accounting and
finance credentialing exams faster. Learn more at Surgent.com.
About KnowFully Learning
Group The KnowFully Learning Group
provides continuing professional education, exam preparation
courses and education resources to the accounting, finance and
healthcare sectors. KnowFully’s suite of learning solutions helps
learners become credentialed, satisfy required credit hours to
maintain credentials and stay informed on the latest trends and
critical changes in their industries over the course of their
careers. The company provides exam preparation and continuing
education for accounting, finance, and tax professionals headlined
by the Surgent Accounting & Financial Education brand.
KnowFully’s healthcare education brands include American Fitness
Professionals & Associates, ChiroCredit, Impact EMS Training,
Online CE, PharmCon freeCE, PharmCon Rx Consultant and
Psychotherapy.net. For more information, please visit
KnowFully.com.
Contact:marketing@surgent.com
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