CPE Catalog & Events
Excel Tips & Tricks for the Non-Accountant
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Online
2.00 Credits
Member Price: $109
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Performance Management
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Online
1.00 Credits
Member Price: $59
Setting and resetting performance expectations On-the-spot counseling Addressing erratic performance Drafting and presenting performance appraisals
2025 AICPA Regulatory Ethics Update (VBOA Approved)
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Online
2.00 Credits
Member Price: $109
Ethics Yellowbook Code of Professional Conduct
FASB Update and Review
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Online
2.00 Credits
Member Price: $109
FASB updates that will affect near-term reporting Future topics that may soon be addressed by the FASB
Ethics: IRS Behavioral Insights for Accountants
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Online
2.00 Credits
Member Price: $89
Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
Surgent's Lessons Learned from Successful Companies
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Online
2.00 Credits
Member Price: $99
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes
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Online
2.00 Credits
Member Price: $99
Section 1402(a)(1) exclusions from the definition of self-employment income Application of the SE tax to members of limited liability companies Taking a self-employed owner's health insurance deductions against self-employment tax How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax How hiring a spouse and/or child helps reduce self-employment tax Differentiating between income treated as self- employment income and income that is not self-employment income
Avoiding the Most Misapplied Audit Concepts
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Risk Assessment - Properly assessing inherent, control, and detection risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type.Substantive Analytics- Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details.Selecting items to test common misunderstandings related to designing, performing and concluding on tests of details, including sampling.Identifying and Evaluating Internal Control Deficiencies - Emphasizing the importance of identifying both design and operating effectiveness deficiencies during the course of the audit, and how to properly categorize deficiencies as inconsequential, significant or material for impact on the audit or required communications with management and those charged with governance.
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.
The Controller Function - Elevating the Role
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Online
1.50 Credits
Member Price: $79
Accounting Finance Auditing Business Development
Forensic and Fraud Interviewing Techniques and Skills
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Online
2.20 Credits
Member Price: $109
Forensic Accounting Accounting Auditing Finance
Independence Requirements for CAAS Engagements
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Online
2.00 Credits
Member Price: $109
CAAS Auditing & Accounting Yellowbook Ethics
Titans Report: Beyond The Update Individual & Business 25-26
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Online
2.00 Credits
Member Price: $99
Tax Policy Outlook for 2026: proposals, possible revenue offsets, legislative challenges, administrative changes How to help clients understand timeframes and possible changes SECURE Act 1.0 and 2.0 Deep Dive
Ethics in the Real World 25-26
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Online
4.00 Credits
Member Price: $175
Why model codes of ethics fail The science behind organizations Ethical DNA Understanding the psychology behind Tone at the Top The interaction between critical thinking and ethics Breaking myths about motivation related to decision-making Ethical decision-making under pressure Are ethics and morals fixed or can we learn to improve
Income Tax Planning for Bond Investments 25-26
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Online
4.00 Credits
Member Price: $175
Active versus passive investing Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax The tax treatment of bonds purchased at a discount or premium Bond swap and U.S. Savings Bond strategies
Preparation, Compilations and Reviews?A Practical Workshop 25-26
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Online
8.00 Credits
Member Price: $329
Preparation Compilations Reviews
Corporate Transparency Act Developments
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Ethics for CPAs: The Practical and the Possible
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Online
2.00 Credits
Member Price: $109
The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions
Individual Tax Update: Recent Developments
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:2021/22 legislation impacting individual taxpayersExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses