CPE Catalog & Events
About the TIGTA: Who Watches the IRS?
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Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:The role of TIGTA in the US tax systemAuditing, investigating, and inspecting and evaluating IRS programs and operationsIdentifying opportunities to improve the administration of tax lawsPromoting integrity, economy, and efficiency in the tax systemResponding to requests from Congress and other external stakeholdersUpholding ethical standards in the accounting professionBuilding trust and confidence in the tax system
AHI: AI for Accountants - Practical Applications
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Online
2.00 Credits
Member Price: $100
AI in Accounting and Auditing
2024 PCAOB and SEC Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.
Accommodation Requests - Substance Abuse - Contagious Infections
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Online
1.00 Credits
Member Price: $59
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
Member Price: $59
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Basic Individual Taxation Course
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
Surgent's What CPAs Should Know About Trust Instruments
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Online
2.00 Credits
Member Price: $99
Legal definitions & principals involving estates & trusts Basic principles regarding property ownership Types of trusts commonly used Trust accounting fundamentals Certain clauses that are important to understand Formula valuation clauses Requirements for a trust to be a qualified designated beneficiary of an IRA Using IRD to fund charitable bequests
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Online
1.50 Credits
Member Price: $79
Accounting Finance Procurement Inventory
Ethical Tax Practice Strategies in a Crisis World
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Online
2.00 Credits
Member Price: $109
"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
Tax Strategies Under H.R. 1 Conference (Day 2)
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Online
3.00 Credits
Member Price: $199
Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/l494i59jh2qif90xxp4cjw1n69zc0rbgDecember 17th, 2025 - Businesses/CorporationsSession 1: The One Big Beautiful Bill: 2025 Tax Legislation for Businesses Allison McLeod, LL.M., JD, CPACredits: 1 - TaxesThe 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 desk. We will then review the final provisions that was approved by the Senate and passed by the House. Session 2: Research and Corporate Tax Credits Post-OBBBA - What's Left, What's Out, and How to PlanJonathan Forman Credits: 1 - TaxesNavigate the evolving landscape of corporate tax credits following the enactment of OBBBA. R&E Deduction Relief: Explore the return of immediate expensing for domestic R&E costs, accelerated deductions, and retroactive opportunities for small businesses Clean Energy Credit Shake-Up: Understand the accelerated phaseouts of Section 45Y (PTC) and Section 48E (ITC) for solar and wind facilities, and the new eligibility rules for energy technologiesWhat's Still Available?: Learn about credits that remain viable through 2033-2034, including energy storage, nuclear, hydropower, and geothermal and their transferabilityForeign Entity Restrictions: New rules disqualify credits for facilities with ties to certain foreign entities (e.g., China, Russia), impacting transferability and eligibility Clean Fuel Credit Updates: Dive into the extended Section 45Z clean fuel production credit and its revised feedstock and emissions criteria Advanced Manufacturing Credit Changes: Review modifications to Section 45X, including phaseouts for wind components and new rules for integrated components Strategic Planning Tips: Learn how to time construction starts and credit elections to maximize remaining benefits before phaseouts take effect. Session 3: Corporate Tax Strategy in the OBBBA Era - Planning for a New Framework Matthew Gelsinger Credits: 1 - TaxesEquip your organization with strategic insights to optimize corporate tax planning under the new OBBBA provisions. Bonus Depreciation & Section 179 Expensing: Discover how the reinstated full expensing for qualified assets impacts capital investment decisions, increased Section 179 Limits, New deduction for Qualified Production Property R&D Expensing: Planning opportunities around immediate expensing of domestic R&D costs and retroactive relief for small businesses.Section 163(j) Interest Expense: Tax considerations from permanent reinstatement of "EBITDA" approach for calculating ATI.Permanent QBI Deduction: Understand the implications of making Section 199A permanent, including expanded phase-in ranges and new minimum deductionsInternational Tax Adjustments: Review permanent changes to FDII, GILTI, and BEAT, and their impact on global operationsQualified Opportunity Zones (QOZs): Learn about the new permanent framework and enhanced incentives for rural investments Strategic Planning Framework: Gain actionable insights for aligning entity structure, investment timing, and compensation planning with the new tax environment.
The Controllership Series - The Controller's Skillset
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Online
1.00 Credits
Member Price: $79
Accounting Finance Skills
Revenue Recognition - Recognize Revenue
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Online
1.00 Credits
Member Price: $59
Revenue Recognition Accounting
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Member Price: $109
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
Ethical Considerations of the New AICPA SSTS Rules
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of the new AICPA Statement on Standards for Tax ServicesReorganization of SSTS by type of work performedDiscuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
Surgent's Representing a Client in an IRS Audit
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Online
3.00 Credits
Member Price: $149
Substantially increased IRS funding provided by the Inflation Reduction Act IRS test program in 2024 to determine if it should prepare tax returns Using improved data and analytics to tailor timely collections contacts Auditing large corporations and partnerships Audits of high income and high net worth individuals Information Document Requests What happens when a client agrees or disagrees with the IRS’s audit findings The Dirty Dozen: roadmap to IRS audit issues
Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer
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Online
4.00 Credits
Member Price: $159
The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements Avoiding common pitfalls seen in Yellow Book and single audits How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer
2025 Accounting & Auditing Update for Small Businesses
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Accounting Standards Updates (ASUs) that are most likely to impact small businesses.ASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs.Audit standards that small business auditors will need to implement.
Accounting Fraud 25-26
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Online
8.00 Credits
Member Price: $329
The elements of fraud and the Fraud Triangle Theory Types of fraud with a focus on management fraud Best practices in fraud detection and deterrence
Analyzing Financial Statements 25-26
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Online
8.00 Credits
Member Price: $329
Financial Reporting and Financial Statements Use of Non-GAAP performance measures and key performance indicators Forecasting Valuation Comprehensive Financial Statement Analysis with Case Study
Federal Tax Update: Individual Form 1040 25-26
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Online
8.00 Credits
Member Price: $329
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures