CPE Catalog & Events
Surgent's Weekly Expert Hour
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Online
1.00 Credits
Member Price: $79
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Each week’s topics will change based on the most critical issues affecting financial professionals
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
Member Price: $39
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arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Networking Works: Build Relationships to Build Your Business
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Online
1.00 Credits
Member Price: $39
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Communication Relationship-building Active listening Public speaking
Planning in an Uncertain World
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Online
2.00 Credits
Member Price: $79
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Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
Audit 304: Auditing Basic Investments - Common Risks
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Overview of the most common investment typesTypical audit risks and related audit procedures for common investmentsThe basics of accounting for equity investments in other entitiesUnderstanding common 'plain vanilla' derivatives, like interest rate swapsFair value disclosure, including applying the fair value hierarchy
Lessee and Lessor Accounting
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Online
2.00 Credits
Member Price: $118
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Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
Schedule C of Form 1040
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:When Schedule C appliesCash v. Accrual methodTypical business deductionsBusiness vehicle expensesSection 179 and bonus depreciation
Surgent's A Complete Guide to Offers in Compromise
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Online
2.00 Credits
Member Price: $119
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Legislative history American Jobs Creation Act of 2004 and changes to IRC Section 6159 Comprehensive coverage of the three main types of OIC Doubts as to collectability (DATC) Doubts as to liability (DATL) Effective tax administration (ETA) Hybrid of DATC Detailed walk-through of the process and key terms Practical solutions and success rates Various scams
Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $119
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The Corporate Transparency Act and its goals Which entities need to file reports and which entities are exempt? Deep dive into the definitions of beneficial owner and substantial control Information that needs to be reported Logistics on how and when to file the forms
Integrate ChatGPT into Your Client Advisory Services-Updated
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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Online
1.00 Credits
Member Price: $59
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Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
What You Can Learn From the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
Progressive Management Accounting
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Online
2.00 Credits
Member Price: $79
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A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
What's New in Excel
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library
2024 Accounting & Auditing Update
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Online
4.00 Credits
Member Price: $129
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Leases Accounting Standards Tax Disclosures Quality Management Group Audits
Key Considerations For Setting Up A Crypto Payment System
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this class include:Examine and walk through the primary considerations that any company seeking to implement a crypto payment system will need to keep in mindSpecific steps, the opportunities, and the challenges connected with implementing a crypto payment systemDocumenting accounting implicationsExternal resources will be provided in order additional context and information
Better Forecasts: Be a Better Predictor
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Online
2.00 Credits
Member Price: $79
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Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias
Auditing Impairment of Long-Lived Assets
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Indicators of impairmentSteps to recoverability testing for long-lived assets held and usedGrouping assets held and usedAllocating impairment loss and disclosuresTesting indefinite-lived intangibles for impairment, including goodwillValuation techniques for determining a reporting unit's fair value
Excel - Auditing Your Spreadsheets for Maximum Accuracy
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Proofing techniquesExcel Auditing ToolsUsing the Data Validation featureTechniques to cross-foot and validate your spreadsheets
Surgent's Federal Tax Update
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Online
4.00 Credits
Member Price: $159
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Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation Bonus depreciation Section 174 Research and Experimental Expenditures New FinCEN reporting requirements in 2024 Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas