CPE Catalog & Events
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Identify Leadership Gaps Before Busy Season
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Online
0.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Why leadership capacity gets cappedExternal pressures on public accounting firms: private equity, technology disruption, talent shortageThe three kinds of work: hard (physical), smart (intellectual), uncomfortable (emotional)The cost of saying yes: avoided conversations, rework, and time lost to lower-value workThe inventory: five categories of low-value commitmentsMeetings and events (e.g., meetings without agendas, "got a minute" interruptions, fear of not being in the know)Unrealistic expectations (e.g., scope creep, upward delegation, duties outside the role)Strategies and opportunities (e.g., shiny-object initiatives, unqualified leads, FOMO partnerships)Tasks and projects (e.g., low-priority admin, unnecessary reporting, work that should be delegated, deferred, discontinued, or done differently)Suboptimal performance (e.g., avoided accountability conversations, discount requests, non-revenue activities, technology avoidance)Quantifying the gapEstimating weekly hours lost, applying a conservative haircut, annualizingWhat the reclaimed hours are worth when redirected to highest-value workCommitting to one changeSelecting one inventory item to decline for the next monthNaming the higher-value activity the time will fundWhere this step sits in the broader six-step process for doing uncomfortable work
Getting SASsy - A Look at Recent Auditing Standards
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Online
1.00 Credits
Member Price: $39
Risk assessment (SAS 145) Quality management standards (SAS 146) Predecessor auditor inquiries (SAS 147) Group financial statement audits (SAS 149)
Calculating the Retirement Need
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of retirement expenses and needsOverview of risk tolerance, time value of money and retirement planning factorsExamples of client retirement situations
The Controller Function - Inventory Part 1
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Online
1.80 Credits
Member Price: $79
Accounting Finance Operations
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 - 2 hrs
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Online
2.00 Credits
Member Price: $89
Overview of the IRS collection process and enforcement actions Initial notices, taxpayer rights, and IRS timelines When to use Forms 433-A or 433-B and required documentation Offer in Compromise (OIC): criteria, process, and practical considerations Payment options: installment agreements, partial payment plans, and OIC Advising clients on IRS collections and avoiding penalties Compliance strategies for minimizing tax liabilities Real-world scenarios and examples for tax debt resolution
The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $149
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Building Automations Live
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Online
1.00 Credits
Member Price: $49
· AI automation · AI tools · Claude Code · Accounting AI automation · AI prompts
Internal Controls Over Compliance vs Compliance
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Testing internal ControlsAlign internal controls with specific compliance requirementsThe misidentification of controls and the confusion between compliance and control processes
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
Member Price: $39
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
The Controllership Series - The Controllers Role in Strategic Thinking and Advising - Part 2
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Online
1.20 Credits
Member Price: $39
Controller Management Financial Strategy Strategic Thinking Critical Thinking Financial Judgment
The Preparation of Form 706 and 709 - Understanding the Law
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Online
2.00 Credits
Member Price: $89
Estate and Gift Taxation Fundamentals Valuation of Estate Assets Components of the Gross Estate Deductions in Estate Taxation Charitable and Marital Deductions Tax Credits and Their Application
Communicate Financial Concepts to Non-Accountants
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Online
2.00 Credits
Member Price: $89
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Surgent's 2026 Tax Changes and Year-end Planning Opportunities
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Online
2.00 Credits
Member Price: $119
Analyzing the benefits of making a Roth conversion and contributing to a traditional IRA HSAs in retirement planning Estate planning after OBBBA’s changes Utilizing a family trust Depreciation and capital expenditure planning Section 163(j) and planning to incur additional debt Planning in light of OBBBA changes to Section 1202 Taking advantage of the SALT deduction Pass-through entity tax planning considerations Expensing domestic research and experimental expenditures Deducting business losses Taking advantage of new opportunity zone legislation
The Bookkeeper Goes to Prison
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Let's Meet at the Intersection of Fraud and Ethics
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Online
4.00 Credits
Member Price: $149
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards
Forensic Accounting and Evidence Preservation in QuickBooks
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Evidence Preservation & Cryptographic Security: Prioritizing immediate data protection by exporting defensible QuickBooks Online (QBO) snapshots and utilizing Windows PowerShell or Command Prompt to generate file hashes to prove data integrity.Standards Compliance & Access Management: Navigating the legal and professional boundaries of AICPA SSFS No. 1 and ACFE standards, which prohibit CPAs and CFEs from making final legal conclusions of fraud, while managing administrative access levels and uncooperative gatekeepers.Ledger Auditing & Transaction Reconstruction: Using the QBO Audit Log to uncover deleted or voided entries, performing reconciliation health checks, auditing bank feed gaps, and examining Undeposited Funds and journal entries to trace hidden or manipulated cash.Analytical Procedures & Metadata Analysis: Applying comparative horizontal and vertical financial statement analysis, drilling down into General Ledger transaction details, and evaluating created-date metadata to flag anomalies like weekend or after-hours entries.Targeted Fraud Detection & Testing: Cross-matching vendor and payroll records to expose shell vendors or ghost employees, analyzing accounts receivable write-offs for lapping schemes, and applying safe, isolated scenario-testing techniques within QBO
Money Laundering 101 for CPAs
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Online
4.00 Credits
Member Price: $149
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
Building Security and Efficiency With Internal Control
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Online
8.00 Credits
Member Price: $239
The major topics covered in this course include:An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework
Intermediate Individual Taxation - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $319
Gains and losses on property transactions Fringe benefits Retirement plan distributions Hobby losses Home offices Depreciation and amortization Qualified business income under Section 199A Passive activities Business transactions