CPE Catalog & Events
Forensic Accounting: Crafting Expert Reports
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages.Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making.Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings.Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports.Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts.Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned.
Estate and Financial Planning for the Older Client
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Online
8.00 Credits
Member Price: $275
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Federal Tax Updates for Individuals
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Current tax issues affecting individual taxpayersReview of recent tax legislationOther issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Global Internal Audit Standards (GIAS) Domain V - Part 2
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Online
2.00 Credits
Member Price: $109
Internal audit Standards Institute of Internal Auditors GIAS IPPF
AI 101 for CPAs: Core Concepts and Practical Applications
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini workWhat inherent risks are associated with this powerful technologyActionable steps you can take to mitigate the risksPractical examples of how AI can be applied in accounting, auditing, tax, and finance services
2026/27 Yellow Book Update
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.The GAO's implementation delay and its implications for 2026 audit planning.Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements.
The Controller Function - Elevating the Role
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Online
1.50 Credits
Member Price: $79
Accounting Finance Auditing Business Development
Individual Tax Update: OBBA and Recent Developments
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Legislation impacting individual taxpayersThe One Big Beautiful Bill ActExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
2025 Tax Legislation: The One Big Beautiful Bill
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Online
2.20 Credits
Member Price: $79
The Congressional process in passing tax legislation Major Provisions in the House version of Big Beautiful Bill o Individual o General Business o International o Health Care Accounts o Qualified Opportunity Zones o Industry Specific Provisions o Tax Exempt Organizations o Miscellaneous Provisions
Forensic Accounting: Finding Hidden Treasure in Tax Returns
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The rules of IRS disclosure of tax informationUnderstanding the role of IRS transcriptsInterpreting the actions of the IRS in transcriptsFOIA requestsAnalyzing tax information and returns for financial leads
How to Make Difficult People Disappear...Without Going to Jail
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Online
1.00 Credits
Member Price: $59
Team dynamics Influence Organizational behavior Leadership
Ethics, AI, and Music: What Every CPA Must Know
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include: Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.The role that five powerful principles—the principles of ethical intelligence—play in using AI the right way. Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic. Real-world case studies about the use of AI in music as well as accountingAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence.
The Ethic of Recruitment and Selection
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success
Tax Power Ethics for Tax Professionals
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Online
2.00 Credits
Member Price: $109
AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies
How AI Fits into the Accounting World
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:An overview of AI constructs.How artificial intelligence is being used by accountants today.Accounting-centric AI developments on the horizon.
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 - Strategic and Annual Planning
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Online
1.20 Credits
Member Price: $59
Accounting Finance Auditing
Navigating IRS Authorizations: Form 2848 & Form 8821
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
Surgent's Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders
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Online
2.00 Credits
Member Price: $119
Introduction to the EU AI Act: background, objectives, global relevance, and extraterritorial scope Key provisions and risk classifications: prohibited, high-risk, limited-risk, and general-purpose AI systems; prohibited AI practices Compliance requirements for high-risk AI systems: technical documentation, data governance, and human oversight requirements; importance of risk management and transparency obligations Practical steps for U.S. professionals: strategies to align with EU compliance standards; anticipating future regulatory developments
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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Online
2.00 Credits
Member Price: $99
Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning