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CPE Catalog & Events

Showing 12921 Webcasts Results

State Tax Nexus: Frequently Awkward Questions

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Online

2.00 Credits

Member Price: $109

Frequently asked questions about income tax and sales tax nexus New developments  Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources

AI Lessons Learned for Accountants

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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.

Mastering Charitable Remainder Trusts and Form 5227 ComplianceCompliance

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Online

2.00 Credits

Member Price: $109

Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing

Surgent's Did I Pick the Right Major? Selecting Major Programs in a Single Audit

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Online

2.00 Credits

Member Price: $99

Understanding the risk-based program selection approach to identifying major programs The four-step major program determination process How to identify ”not low-risk type A programs” and “high-risk type B programs”

Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?

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Online

2.00 Credits

Member Price: $99

Estimated taxes and deadlines Tax due dates for common returns and filings Potential penalties and interest Information return penalties Penalties applicable to pass-through entities Accuracy-related penalties First-time abatement (FTA) FTA eligible returns Reasonable cause Nexus: sales tax vs. income tax Sales tax nexus with state specific examples Remote work and sales tax nexus Income tax nexus with state-specific examples Remote work and income tax nexus Sales factor: throwback rules

Surgent's Guide to the AICPA Quality Management Standards

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Online

2.00 Credits

Member Price: $99

Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM

Surgent's Successfully Completing a Gift Tax Return -- Form 709

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Online

2.00 Credits

Member Price: $99

Taxpayers who do not file gift tax returns but should The annual exclusion rules for gifts to trusts including required Crummey notices What should be disclosed on the return for purposes of running the statute of limitations The reporting of installment sales and split-interest Valuations and valuation discounts for gifts of closely held businesses The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules Reporting the use of a deceased spouse’s unused exclusion exemption amount (DSUEA) A line-by-line explanation of Form 709

Surgent's Where To Live in Retirement

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Online

2.00 Credits

Member Price: $119

Does continuing to live at the current location meet retirement goals and lifestyle? Are there family concerns such as an elderly parent that prevent moving away from the current location? Is the current location affordable when income from a salary ceases? What health concerns are there that would limit the ability to move to another location? Is an assisted living facility something that should be considered now or in the future and is a suitable one available? What happens if a person is disabled while retired? Are there state and local tax considerations that would encourage staying in place or moving? Are there climate and weather concerns that would encourage a person to stay in place or move to a more desirable location? Should a retiree downsize?

Managing Your Money in Retirement

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Online

3.00 Credits

Member Price: $129

Social Security Retirement Asset allocation Fraud  

Just Ask Why - Searching for Answers: Generating Solutions

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Online

4.00 Credits

Member Price: $159

The basic benefits of why                                                  The 5-15 report                        Curiosity and creativity    

The Competent Accountant - Mastering the Role of the Controller/ CFO

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Online

4.00 Credits

Member Price: $159

Business Management Organization

New Mergers & Acquisitions: Tricks, Traps, & Terrors

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Online

4.20 Credits

Member Price: $159

Business Management Organization

Ethics - A Line in the Sand; Implications for Daily Business

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Online

4.20 Credits

Member Price: $159

Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years

ACPEN Signature 2025-2026: Business Fraud Update and Managing the Risk of Fraud

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Online

8.00 Credits

Member Price: $300

Business Fraud Fraud Risk Management and Fraud Risk Assessments Data Analytics and Digital Analysis Providing Forensic Services Conducting Investigations

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

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Online

8.00 Credits

Member Price: $299

Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including recently issued SASs Common mistakes as noted in peer reviews and DOL inspections

Erase the Mark: Best Practices in Penalty Abatement

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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.

The Controllership Series - The Future Role of the Controller Part 2

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Online

1.50 Credits

Member Price: $79

Accounting and Finance

Benford's Law and Other Digital Analysis Techniques

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Online

1.80 Credits

Member Price: $109

Benford’s Law Digital Analysis Data analytics

Financial Statements for the Simple Business Entity 25-26

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Online

4.00 Credits

Member Price: $175

Accounting for simple business entities Income tax, modified cash basis and other alternatives to GAAP Avoiding the pitfalls and costs of GAAP reporting and disclosure requirements Documenting accounting decisions to minimize potential liability

SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit

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Online

3.00 Credits

Member Price: $129

The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top