CPE Catalog & Events
Internal Controls Over Compliance vs Compliance
-
Online
1.00 Credits
Member Price: $59
Compliance Supplements Yellowbook Accounting
HR Investigations - Episode 1 - Introduction-Assessing-Planning
-
Online
1.00 Credits
Member Price: $59
Investigation terminology Assessment skills Investigative methodology
The Controllership Series - The Future Role of the Controller Part 1
-
Online
1.50 Credits
Member Price: $79
Accounting and Finance
How to Choose the Right Business Entity for Your Client
-
Online
2.00 Credits
Member Price: $109
Recent tax legislation and developments related to choice of entity - such as sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations Impact of the Section 199A deduction Ramifications of the C to S election and the S to C election; Corporate tax rate to individual tax rate comparison examples Other related topics
Inventory, Expense and Payroll Fraud
-
Online
2.00 Credits
Member Price: $109
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
AICPA Statements on Standards for Tax Services: Ethical Considerations
-
Online
2.00 Credits
Member Price: $109
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
Auditing, Assurance, and Ethics Update for Governments and Not-for-Profits
-
Online
3.00 Credits
Member Price: $175
Key Topics Auditor reporting standards Auditing Standards Board updates Common audit deficiencies SQMS No. 1 and SQMS No. 2 2024 Yellow Book revision
Surgent's Mastering the Basics of Inventory Accounting
-
Online
4.00 Credits
Member Price: $159
Elements of inventory cost and full-absorption costing Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification Obsolescence reserves LIFO accounting Differences between book and tax cost capitalization and related income tax accounting Retail inventory valuation methodology Physical inventory observation approaches Accounting issues related to consigned inventory Other challenging issues related to inventory accounting
All About Fraud - Examples, Prevention and Auditing
-
Online
4.00 Credits
Member Price: $159
Auditing Yellowbook
The Bottom Line on the New Lease Accounting Requirements
-
Online
4.00 Credits
Member Price: $225
Lease classification Amortization of the leased asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions
2025 Annual Update for Not-for-Profit Accountants & Auditors
-
Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:The Not-for-Profit Advisory Committee (NAC).Accounting Standards Updates (ASUs).Year 2 considerations of the leases standard.Common nonprofit deficiencies identified in peer review.What's going on at the AICPA.
Surgent's Industry Accountant Key Performance Metrics
-
Online
8.00 Credits
Member Price: $279
Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
Google Gemini AI for Accountants
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Google Gemini Quick StartGemini Standalone ChatbotMobile AppGemini integration with:WorkspaceGmailDocsSheetsSlidesUser Tips
HR's Role in Business Evolution: Strategy, Finance, and Growth
-
Online
2.00 Credits
Member Price: $79
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI
Drive Results with Metrics
-
Online
2.00 Credits
Member Price: $109
Performance Metrics Budgets
Surgent's Establishing State Residency and Saving Your Clients Money
-
Online
2.00 Credits
Member Price: $99
Typical provisions in state statutes regarding domicile and residency In depth analysis of domicile and residency definitions Issues regarding one’s permanent abode Analysis of jurisdiction where taxpayer has the greatest connections Detailed discussion of criteria used to establish domicile and residency
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement
-
Online
3.00 Credits
Member Price: $129
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud Inquires of management …….. and others The audit planning process; when we start and when we stop The importance of brainstorming and what two things should a talk about Revisions of our risk assessment Determining materiality
Deep Dive into Common Auditing Deficiencies
-
Online
4.00 Credits
Member Price: $159
Auditing Yellowbook GAAS
Federal Tax Update for Individuals with Doug Van Der Aa
-
Online
4.00 Credits
Member Price: $159
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Review of significant changes in individual tax forms Recent federal tax legislation, cases and rulings affecting income of individual taxpayers
Tax Season Update with Steve Dilley
-
Online
8.00 Credits
Member Price: $159
Update and integration of recent tax legislation impacting 2025 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit; Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2025 and 2026 tax rate schedule and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships