CPE Catalog & Events
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Accounting for the Gig Economy
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Online
2.00 Credits
Member Price: $89
Characteristics unique to the gig economy Independent contractor and employee classification considerations Recordkeeping considerations for independent contractors Accounting and reporting issues for gig economy participants Audit and attestation for clients who participate in the gig economy Tax and regulatory considerations The CPA as a trusted advisor for independent contractors
2026/27 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC)Recent developments shaping ethical requirements for the professionProposed and ongoing projects on PEEC's agenda
Ethics and Professional Conduct
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Online
2.00 Credits
Member Price: $89
Discussion of what makes an ethical dilemma. Review of recent ethical violations Practical applications of the independence and conflict of interest rules Current PCAOB concerns
Form 1041 Advanced Series Part 4: Post Mortem Considerations 26-27
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Online
2.00 Credits
Member Price: $99
• A Review of the Expansive Nature of Trust Administration • The Use of Post-Mortem Elections • The Use of an Administrative Trust & its Advantages • Choosing a Fiscal Year for the Administrative Trust • The Successor Trustee of an Administrative Trust and whether the Trust is Simple or Complex" • Making the Sec. 645 Election, its Duration, Advantages and Disadvantages
Navigating Digital Asset Compliance and Enforcement
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:IRS digital asset compliance and enforcement strategy Cryptocurrency transactions and tax compliance Digital wallets, exchanges, and blockchain activity IRS identification and analysis of digital asset data Use of digital asset information in IRS examinations Use of digital asset information in collections Use of digital asset information in criminal investigations Exchange reporting IRS summons activity involving digital assets Blockchain analytics Third-party digital asset data sources Common digital asset compliance failures identified in audits Limitations of current digital asset reporting regimes Digital asset reporting and visibility gaps Taxpayer and practitioner risk assessment Red flags associated with digital asset activity Digital asset compliance risk Responding to IRS inquiries involving digital assets Evolving digital asset reporting obligations Practical IRS enforcement considerations for digital assets
Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
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Online
2.00 Credits
Member Price: $119
Email fraud Phishing attacks Cloud security risks Cyber insurance Securing remote work environments
Surgent's Mastering Accounting for Income Taxes
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Online
4.00 Credits
Member Price: $159
The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Finalized and proposed changes to ASC 740, including ASU 2023-09, CAMT, and global tax transparency initiatives
Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer
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Online
4.00 Credits
Member Price: $149
AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation
Fiduciary Accounting & Tax Planning for Estates & Trusts
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Online
4.00 Credits
Member Price: $149
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting 3.8% Net Investment Income Form 1041 - Schedule I Section 645 Election Simple or complex trusts
Managerial Accounting: Your Prescription for Better Decision
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
Reasonable Compensation for S Corps
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future
Surgent's You’ve Got This: An Introduction to Yellow Book and Single Audits
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Online
4.00 Credits
Member Price: $159
What’s included (and excluded) in a Yellow Book audit Key qualification, performance, and reporting standards under the Yellow Book How single audits differ from financial statement audits, plus core concepts like the SEFA, major program determination, and findings reporting Fundamentals of testing internal controls over compliance and performing compliance testing
Enterprise-Wide Risk Management in Accounting and Finance
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.
Surgent’s Weekly Expert Hour
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Online
1.00 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
The New Leadership Playbook: From Stability to Agility
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Online
1.00 Credits
Member Price: $39
The Collapse of Stability-Based Leadership The New Mandate for Leaders From Command to Connect Technology, AI, and the Human Imperative The Future Leader's Playbook Personal Leadership Reset
A Strategic Approach to Understanding Compensation Structures
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Online
1.50 Credits
Member Price: $79
Compensation
Benford’s Law and Other Digital Analysis Techniques
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Online
1.80 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Online
2.00 Credits
Member Price: $89
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
HR’s Role in Business Evolution: Strategy, Finance, and Growth
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Online
2.00 Credits
Member Price: $89
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI
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