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CPE Catalog & Events

Showing 12921 Webcasts Results

CFO Solutions to IRS Problems

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.

How Much Are Your Ethics Worth?

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies

Generative AI Strategy for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Evolution and current state of AI technologies in accountingDevelopment of comprehensive AI usage policies and guidelinesImplementation frameworks for integrating AI into accounting workflowsStrategic approaches to AI-driven process automation and optimizationMethods for identifying and capitalizing on AI opportunitiesBest practices for human-AI collaboration in accountingRisk management and ethical considerations for AI implementation

Surgent's Foundations of Cybersecurity for Financial Professionals

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Online

2.00 Credits

Member Price: $119

Financial professionals’ roles in cybersecurity risk management Foundational terminology and principles (e.g., risk management, threat actors) Real-world case studies of cybersecurity strategies in financial settings Integrating cybersecurity into financial reporting and compliance Understanding the dynamic cybersecurity threat environment

What's Going on at the AICPA (2025)

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Online

3.00 Credits

Member Price: $129

EBP Audits Auditing AICPA

Effective Coaching Strategies for High Performance

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Online

4.00 Credits

Member Price: $159

Coaching Effective Communication Problem Solving Use of AI as a coaching tool

Ethics and Technology for CPAs

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.

IFRS Update

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Online

2.00 Credits

Member Price: $109

Explore where financial statement preparers should focus the most time and attention on now when preparing interim and annual financial statements, such as:  o    Costs charged to PP&E in the "testing&" phase o    Calculating onerous contract costs o    Calculating the 10 percent test for determining substantially different cash flows Discover highlights of recently-issued IFRS pronouncements, focusing on changes with upcoming effective dates, such as: o    Classification of liabilities as current o    Defining accounting estimates

Analytical Procedures: Practical Applications and Standards

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Online

2.00 Credits

Member Price: $109

Analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures

Securing Your Data with a Password Management App - Updated

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Online

2.00 Credits

Member Price: $89

The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault

The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods

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Online

1.00 Credits

Member Price: $59

Accounting Finance Procurement Operations

Mastering Communication Skills for the CPA

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Online

2.00 Credits

Member Price: $109

Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid

New Client Ethical Challenges: The CPAs Guide

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Online

2.00 Credits

Member Price: $109

How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance

Surgent's Accountability and Action

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Online

4.00 Credits

Member Price: $159

Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don’t do well

Comprehensive Passive Activity Losses (PAL) 25-26

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Online

8.00 Credits

Member Price: $329

Overview of the four loss limitation rules and how the PAL rules interact with the other limitations Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation Impact of PAL rules on real estate ownership Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules Discuss how the PAL rules impact tax credits Discuss tax elections and planning techniques associated with PALs

Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 25-26

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Online

8.00 Credits

Member Price: $329

Divorce and ongoing payment issues dealing with alimony and child support Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options

Retirement Advising: Accumulation and Decumulation Strategies 25-26

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Online

8.00 Credits

Member Price: $329

The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review the provisions of the SECURE Acts and how they will impact retirement planning

Implementing and Maintaining an Internal Control System

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Online

8.00 Credits

Member Price: $239

The major topics covered in this course include:Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls

Surgent's Annual Accounting and Auditing Update

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Online

8.00 Credits

Member Price: $299

Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606 Fraud case studies Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters

Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations

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Online

8.00 Credits

Member Price: $279

Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation  Reporting requirements and filing exceptions for Schedules K-2 and K-3  Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations  Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues  Recognize and properly handle special pass-through items of income and expense  Accurately prepare S corporation returns and reconcile book income to taxable income  Accurately prepare partnership returns and reconcile book income to taxable income  What the transactional method entails and how to report partners’ capital accounts under this method  Properly handle the tax treatment of distributions to shareholders, partners, or members  Understand the special restrictions and sanctions for tax year-end selection  Review the basics of partnership and LLC formation and basis calculation  Self-employment tax or NOT, for each entity  Filling in K-1s correctly for S corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S corporation forms and content  The most frequently used forms and schedules, including some form “oddities”