CPE Catalog & Events
Fundamentals of Form 1040 -- Individual
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Form 1040 essentials: filing requirements, due dates, and key schedulesFiling status, dependency rules, and taxable income sources (wages, investment income)Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits)Preparer due diligence, Circular 230 compliance and taxpayer rightsIRS cybersecurity considerations and best practices for taxpayer data securityLegislative updates
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
-
Online
8.00 Credits
Member Price: $275
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
-
Online
1.00 Credits
Member Price: $59
Appreciation Languages of appreciation Appreciation strategies
Let Go and Lead: The Crucial Art of Delegation
-
Online
1.00 Credits
Member Price: $75
When is it time to delegate What should you be delegating To whom should you be delegating it What are the benefits of creating more time to lead
Data Analytics: Practical Insights for Today's Accountant
-
Online
2.00 Credits
Member Price: $109
Apply new effective tools in business processes Better understand how to use data analytics in public accounting engagements Identify popular software packages that may be useful for accomplishing data analytics
2025 AICPA Regulatory Ethics Update (VBOA Approved)
-
Online
2.00 Credits
Member Price: $109
Ethics Yellowbook Code of Professional Conduct
State Tax Nexus: Frequently Awkward Questions
-
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
Financial Statement Analysis
-
Online
4.00 Credits
Member Price: $159
Purposes of financial statement analysis Trend analysis and vertical & horizontal analysis Simple and multivariate regression; Analysis of metrics Assessment of liquidity, solvency, and profitability Using data visualizations The role of qualitative factors
The Big Beautiful Bill: Tax Reform 2025 and What's Ahead
-
Online
4.00 Credits
Member Price: $129
Extension of individual TCJA provisions Expansion of IRC Section 199A Bonus depreciation and Section 179 updates Changes to the standard deduction and personal exemptions Child tax credit revisions Business interest deduction limits Estate and gift tax thresholds International tax changes and foreign surtax provisions Creation of Trump Accounts and expansion of 529 plans 1099 reporting threshold changes and other administrative updates
Ethics - A Line in the Sand; Implications for Daily Business
-
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
Year-End Tax Planning: Thinking Outside the Box
-
Online
4.00 Credits
Member Price: $159
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
The Controller Function - Strategic and Annual Planning
-
Online
1.20 Credits
Member Price: $59
Accounting Finance Auditing
Introduction to Forensic Accounting
-
Online
1.80 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Ethical Tax Practice Strategies in a Crisis World
-
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
Listening to the Statement of Cash Flows
-
Online
2.00 Credits
Member Price: $109
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor
-
Online
2.00 Credits
Member Price: $99
Final Rule - Employee or Independent Contractor Classification Under the FLSA: the multifactor “economic reality” test; What analysis guides whether a worker is an employee or independent contractor under this final rule? Can a worker voluntarily waive employee status and choose to be classified as an independent contractor? Are any of the economic reality factors adopted in this rule more important than others when evaluating a worker’s employment status? How does the final rule explain “extent to which the work performed is an integral part of the employer’s business?” The Federal Trade Commission’s Decision on Non-compete Agreements: impact on new and existing non-competes; treatment and definitional terms for senior executives; definition of a non-compete clause; definition of a “worker” New Overtime Rules: exemptions from minimum wage and overtime pay requirements for executive, administrative, professional, outside sales, and computer employees; increases in the standard level and the highly compensated employee total annual compensation threshold; new mechanism allowing for the timely and efficient updating of the salary and compensation thresholds
2025 Tax Legislation: The One Big Beautiful Bill
-
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
SSARS Practice Issues and Standards Update 25-26
-
Online
4.00 Credits
Member Price: $175
Review of applicable SSARS standards, including standards updates Review of AICPA professional ethics requirements In-depth discussion of non-attest services Review of independence issues for SSARS services Overview of SSARS #21 performance, documentation and other requirements Detailed analysis of preparation vs. compilation engagements Detailed analysis of review engagements
Advanced Cybersecurity - Beyond the Basics
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Understanding Cyber Threats and Risks in FinanceCybersecurity Frameworks and Best Practices for Financial ProfessionalsFinancial Data Security and Encryption TechniquesCybersecurity Auditing and Forensic InvestigationsEmerging Technologies and Trends in Financial CybersecurityLeadership and Governance in Cybersecurity for Financial Executives
Leading and Managing the Accounting Department
-
Online
4.00 Credits
Member Price: $159
Accounting Leadership Management