CPE Catalog & Events
Surgent's Ins and Outs of Health Savings Accounts
-
Online
2.00 Credits
Member Price: $99
Benefits of an HSA How an employer sets up an HSA How individuals qualify to set up an HSA High deductible health plans and how they relate to an HSA Eligible medical expenditures Annual contributions to an HSA Importance of enrollment in Medicare Qualified HSA funding distribution
Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
-
Online
2.00 Credits
Member Price: $99
Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules
Independence for Auditors - AICPA, PCAOB, GAO & DOL
-
Online
4.00 Credits
Member Price: $159
Auditing Yellowbook AICPA, GAO, DOL and PCAOB
Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers
-
Online
8.00 Credits
Member Price: $279
Review an error-prone "staff-prepared" Form 1040 from client-provided information. Where do you start? Get to know your client and ask the questions Several new reporting issues for the reviewer to consider, including the main credit provisions as enacted under the American Rescue Plan What are common errors preparers make and what are the areas generating malpractice claims? The importance of engagement letters, questionnaires, and §7216 permission statement Initial administrative groundwork Identifying organizing issues in the tax return to be reviewed Avoiding “willful blindness.” Handling ethical and moral dilemmas Efficient review of certain advanced issues for income, adjustments, deductions, and credits Effective procedures for delinquent clients, filing past-due tax returns First-time client issues requiring extra scrutiny Multiple checklists of efficient procedures to identify potential issues on a 1040 return Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients Reconciling time pressure with thoroughness and quality control Professionals acting professionally
Defining Where and Why Internal Controls are Needed
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations
Digging Deep with Excel Pivot Tables
-
Online
1.00 Credits
Member Price: $59
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
The Controllership Series - The Financial Close Process
-
Online
1.50 Credits
Member Price: $79
Accounting Finance Financial Statements
Form 706 Preparation Part 1: Overview Including Portability 25-26
-
Online
2.00 Credits
Member Price: $99
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1 4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Monthly Federal Tax Updates - December 2025
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Practical Accounting Update 25-26
-
Online
4.00 Credits
Member Price: $175
New rules in the accounting arena SQMS NOCLAR rules Cybersecurity New Audit Standards
S Corporation Checkup: Tax Issues & Forms Reporting
-
Online
4.00 Credits
Member Price: $159
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations Comprehensive example to illustrate the mechanics of the basis determination process
All About Fraud - Examples, Prevention and Auditing
-
Online
4.00 Credits
Member Price: $159
Auditing Yellowbook
What's Changing in A&A for Governmental Entities (2025)
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:A look at the GASB standards that are effective this year.GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.The impact of the 2024 Compliance Supplement on Single Audits.Changes to the Uniform Guidance.Common deficiencies found in Single Audits.
Titans Annual Federal Tax Planning Individual Update 25-26
-
Online
8.00 Credits
Member Price: $329
Explanation of legislation enacted in 2025 along with reminders for 2024 from legislation of recent years California tax law changes Income inclusions, exclusions and deductions Property transaction updates Passive activities, hobbies and other losses Guidance and planning on energy credits Significant IRS developments affecting practice and compliance procedures California's major developments for individuals and conformity to federal law changes for 2025 Filing status, credits and retirement plan developments Expired and expiring provisions Inflation adjustments for 2026 Due diligence and planning reminder
Learning to Teach "Tax" as a Second Language
-
Online
1.00 Credits
Member Price: $59
Accounting as a foreign language Commonly misunderstood concepts Communicating tax matters Client-practitioner interactions Interacting with tax authorities
Professional Skepticism for the Public Accountant
-
Online
1.00 Credits
Member Price: $59
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
The Controllership Series - Managerial Accounting Basics and Costs
-
Online
1.20 Credits
Member Price: $59
Accounting Finance
Business Tax Update: Recent Developments
-
Online
2.00 Credits
Member Price: $109
Update on significant business tax developments related to cases and rulings Business provisions of any recent legislation impacting business entities Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S
Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups
-
Online
2.00 Credits
Member Price: $125
VLOOKUP function MATCH function INDEX function Error trapping IF function
Form 706 Preparation Part 2: Reporting Assets 25-26
-
Online
2.00 Credits
Member Price: $99
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1 4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule