CPE Catalog & Events
Deep Dive into Quality Management
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Online
2.00 Credits
Member Price: $109
SQMS 1 and 2 Auditing Yellowbook
S Corporations: How to Calculate Shareholder Basis
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Online
2.00 Credits
Member Price: $109
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest Explain how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting
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Online
2.00 Credits
Member Price: $125
Data validation Conditional formatting Subtotal function Reduce formula errors Skinny row
S Corporation Essentials: Stock & Loan Basis Reporting
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Online
2.00 Credits
Member Price: $109
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions
The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $159
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
How SAS Nos. 134-145 Improve Risk-Based Audits
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145
Estate Planning for Today and Beyond
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Online
8.00 Credits
Member Price: $275
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
Tax Season Update for Individuals with Steve Dilley
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Online
4.00 Credits
Member Price: $245
Update and integration of recent tax legislation impacting 2025 individual returns Update on significant individual tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms Crypto reporting update 2026 tax rate schedule and other inflation adjusted items Passive activity and hobby loss rules changes
Accounting for and Auditing Cryptocurrency & Digital Assets
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
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
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
HR Investigations - Episode 3 - Gathering-Analyzing-Reporting
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Online
1.00 Credits
Member Price: $59
Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $109
Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
Using AI to Instantly Transform Ideas into Revenue Streams
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:AI-powered ideation and opportunity identification techniquesDigital asset creation workflows using generative AI toolsAudio and video content generation using AI avatars and synthesisE-commerce integration and product development strategiesAI-driven presentation and visual content creationSocial media content optimization and distributionMulti-format content transformation (articles, songs, comics, storyboards)
The Controllership Series - Managerial Accounting Basics and Costs
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Online
1.20 Credits
Member Price: $59
Accounting Finance
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
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Online
2.00 Credits
Member Price: $109
Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries
Section 199A Rules and Forms Reporting
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Online
2.00 Credits
Member Price: $109
A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Self-rental rule for 199A compared to self-rental rule for passive activities Differing impact on the sole proprietorship, partnerships and S corporations Forms reporting in Form 8995 and Form 8995-A 199A flowchart
Surgent's Resilience: The Ultimate Leadership Skill for Accountants - How to Build it in Yourself and Others
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Online
2.00 Credits
Member Price: $99
Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes
Surgent's Update on the SECURE 2.0 Act
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Online
2.00 Credits
Member Price: $99
Automatic enrollment requirements for 401(k) plans Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62, and 63 Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Improving coverage for part-time workers Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule
Surgent's Introduction to Forensic Accounting
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Online
4.00 Credits
Member Price: $159
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting