CPE Catalog & Events
Surgent's Annual Update for Defined Contribution Plans
-
Online
2.00 Credits
Member Price: $99
Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
-
Online
2.00 Credits
Member Price: $99
Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans Defined benefit plans and cash balance plans
Surgent's Income Tax Reporting for Estates and Trusts (Form 1041): A Practical Guide
-
Online
2.00 Credits
Member Price: $99
Classification of fiduciary entities for income tax purposes and filing obligations Allocation of income between the fiduciary and beneficiaries based on distribution rules Fiduciary accounting income versus taxable income and why the distinction matters Treatment of expenses, fees, and charitable payments on fiduciary returns Distributable income concepts and beneficiary reporting mechanics Application of timing elections affecting distributions and deductions Special rules for multiple beneficiaries and separate economic interests Treatment of income in respect of a decedent and related deductions Elections affecting trust taxation and beneficiary treatment Reporting considerations for grantor trusts and asset protection structures Handling of deductions and losses in the final year of administration
Excel Essentials for Today’s Accountant: How To Become an Expert in One Day
-
Online
4.00 Credits
Member Price: $149
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Enhance creativity in your approach to developing Excel models Computer software and application
Deep Dive Into Common Auditing Deficiencies
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.
AI Lessons Learned for Accountants
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms.Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies.Managing Exponential Change: Understanding the urgency of adapting to AI’s rapid evolution.Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons.The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities.Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs.Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks.Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices.Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts.Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting.
Surgent's Annual FASB Update and Review
-
Online
4.00 Credits
Member Price: $159
Private company standard-setting activities Recent FASB Accounting Standards Updates (ASUs), including those addressing financial instruments, credit losses under ASC 326, government grants, and business combinations Non-GAAP financial measures ASC 842, Leases ASC 842 final PIR report findings
Forensic Accounting: Court Approved Methods of Proof
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The role of methods of proof in forensic accounting.The various types of methods of proof approved by the courts.The weakness and strengths of the methods of proof.The formulas in calculating methods of proof.Applying the formulas in various circumstances.
Sticky Ethical Choices, featuring Bob Mims and Don Minges
-
Online
1.00 Credits
Member Price: $39
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
A Strategic Approach to Understanding Compensation Structures
-
Online
1.50 Credits
Member Price: $79
Compensation
Benford’s Law and Other Digital Analysis Techniques
-
Online
1.80 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
-
Online
2.00 Credits
Member Price: $89
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Excel Tips & Tricks for the Non-Accountant
-
Online
2.00 Credits
Member Price: $89
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
HR’s Role in Business Evolution: Strategy, Finance, and Growth
-
Online
2.00 Credits
Member Price: $89
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI
Erase the Mark: Best Practices in Penalty Abatement
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
Surgent's How to Effectively Represent Clients Under IRS Audit
-
Online
2.00 Credits
Member Price: $99
Why the IRS selects a tax return for audit What happens when the taxpayer disagrees with the results of the audit IRS employees who interact with taxpayers during an audit FATCA audits Types of IRS examinations Potential IRS audit outcomes Substitute for returns Large Partnership Compliance Program IRS’s shift in audit strategies Responding to IRS Notices online Audits of high income and high net-worth individuals The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships IRS Letters of Concern
Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1
-
Online
2.20 Credits
Member Price: $89
Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards
2026 Tax Season Update for Individuals with Steve Dilley
-
Online
4.00 Credits
Member Price: $149
Update and integration of recent tax legislation impacting 2026 individual returns Update on significant individual tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms Crypto reporting update 2027 tax rate schedule and other inflation adjusted items Passive activity and hobby loss rules changes
Leadershift: Drive Results Through Ethical Performance Mgmnt
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:How Inspirational leadership is the foundation that ethically drives results.Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.Hacks for getting great results with specific examples you can leverage in your business:The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.
Cybersecurity: Protecting Your Firm's Data and Reputation
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Assessment of the current cybersecurity threat level and vulnerabilitiesDeveloping your WISP (Written Information Security Program) Deploying a password management app (PMA) to fortify the security of your login credentialsImplementing an incident response plan to minimize the damage from a cybersecurity attackUnderstanding the role of cybersecurity insurance