CPE Catalog & Events
PowerPoint: Tips & Tricks for Today's Accountant
-
Online
2.00 Credits
Member Price: $109
Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint
Analytical Procedures: Practical Applications and Standards
-
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
Better Business Writing: Improve Your Speed and Quality
-
Online
2.00 Credits
Member Price: $109
Writing Communications
OBBA of 2025: Business Overview
-
Online
2.00 Credits
Member Price: $79
An overview of provisions of existing law extended or made permanent without substantial change, including qualified opportunity zones Provisions of existing law extended or made permanent with substantial change, including bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses, and cash method of accounting New law provisions applicable to businesses, including bonus depreciation of nonresidential real estate Repealed existing law, including the commercial clean vehicle credit and electric car charger credit
Surgent's Getting Ahead: The Art of Marketing for CPAs
-
Online
2.00 Credits
Member Price: $99
Challenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics
Surgent's Schedules K-2 and K-3: Preparation of Forms
-
Online
2.00 Credits
Member Price: $99
How to read and complete Parts II and III for Foreign Tax Credit Practical tips on how to tackle Parts IV and IX for corporate partners How to correctly fill out Parts X and XIII for foreign partners Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms
Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals
-
Online
2.00 Credits
Member Price: $119
The causes of burnout in the accounting profession Effects of burnout on employee well-being Strategies to protect employee well-being in a highly demanding profession Organizational costs associated with employee burnout Tools used to measure employee well-being
Synchronize Your Files to the Cloud with SharePoint -Updated
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
-
Online
4.00 Credits
Member Price: $159
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
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
Business Longevity: Stabilize, Strengthen, and Succeed
-
Online
4.00 Credits
Member Price: $159
Business Management Strategic Planning The role of AI in Business
Insurance & Financial Institutions (IFI) Conference (Day 1)
-
Online
6.00 Credits
Member Price: $299
Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/wt12n75qrnbt5s63cnmw1500dwne46xnThe major topics that will be covered in these courses include:Economic, GAAP, and regulatory updates for insurers and financial institutionsAI applications in claims, underwriting, and due diligenceTax developments in insurance and bankingSessions on M&A, reinsurance, and statutory accountingEthics, fraud prevention, and control frameworks
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation
-
Online
8.00 Credits
Member Price: $279
Reporting requirements for Schedules K-2 and K-3 Capital account reporting requirements Schedule K-1 reporting for §743 adjustments Schedule K-1 reporting for §704 gains and losses Comprehensive case on partnership/partner application of the business interest deduction Section 704(b) basis versus tax basis for capital accounts Detailed rules of §704 for preventing the shifting of tax consequences among partners or members Unreasonable uses of the traditional and curative allocation methods Layers of §704(c) allocations Treatment of recourse versus nonrecourse debt basis How to calculate basis limitations and the implications on each partner’s own tax return How §179 limitations affect partnership/LLC basis Regulations for handling basis step-ups under §754 elections and mandatory adjustments under §743 and §734 for partnerships that have not made a §754 election Subsequent contributions of property with §754 adjusted basis to another partnership or corporation Capital account adjustments in connection with admission of new members Special allocations and substantial economic effect LLCs and self-employment tax to members Distributions – current or liquidating, cash or property, and the substituted basis rule Termination and liquidation of an LLC
CONFERENCE: Insurance & Financial Institutions (IFI)
-
Online
12.00 Credits
Member Price: $599
Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/wt12n75qrnbt5s63cnmw1500dwne46xnThe major topics that will be covered in this conference include:Economic, GAAP, and regulatory updates for insurers and financial institutionsAI applications in claims, underwriting, and due diligenceTax developments in insurance and bankingSessions on M&A, reinsurance, and statutory accountingEthics, fraud prevention, and control frameworks
The CFO Who Went to Prison
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The importance of valuesIdentifying successEthical dilemmasMitigation strategiesCreating tools to help make better decisionsPersonal accountability strategies
Best-In-Class Recruiting Strategies
-
Online
1.00 Credits
Member Price: $59
Recruiting & Retention Talent Management Employee Engagement
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
-
Online
1.00 Credits
Member Price: $59
Accounting Finance
Mastering Communication Skills for the CPA
-
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
Advanced Excel: Hidden Secrets and Gems
-
Online
2.00 Credits
Member Price: $109
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
An In-Depth Understanding of the Generation Skipping Transfer Tax
-
Online
2.00 Credits
Member Price: $79
Overview of the GST tax and its policy purpose Direct skips, taxable terminations, and taxable distributions Skip persons and treatment of trusts as skip persons Application of the GST exemption and inclusion ratio Timely, late, and retroactive GST allocations Formula-based exemption allocations Planning strategies for GST tax minimization Filing considerations for Forms 706 and 709