CPE Catalog & Events
Surgent's Guide and Update to Compilations, Reviews, and Preparations
-
Online
4.00 Credits
Member Price: $159
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement Sample comprehensive engagement work programs for preparation, compilation, and review engagements
The Controllership Series - Sales, Collections and Customer Credit
-
Online
1.50 Credits
Member Price: $79
Accounting Sales Collections
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
-
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
Individual Tax Update: Recent Developments
-
Online
2.00 Credits
Member Price: $109
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
Excel for Accounting Professionals Session 6: List Comparisons and Indenting
-
Online
2.00 Credits
Member Price: $125
List Comparisons The ISERROR Function Multicolumn Lists with COUNTIFS Indentation Perform Lookups with SUMIFS
Surgent's Anatomy of a Ransomware Event and Incident Response
-
Online
2.00 Credits
Member Price: $99
What is ransomware? The growing threat of ransomware — statistics Remote working and COVID-19 Ransomware infection process Incident response protocol Business considerations Legal considerations Breach notification obligations Steps to protect against malware Tabletop exercise
Surgent's Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041
-
Online
2.00 Credits
Member Price: $99
Passive activity rules for trusts including the NIIT The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable) The critical categorization of income (taxable income vs. fiduciary accounting income) Distributable net income (DNI) and how it works The “Tier” Rules The Separate Share Rule IRC 663(b) “65-Day” Rule IRC §691(c) Deduction QSST and EBST elections How to treat excess deductions on termination Grantor trust rules and how they impact planning and return preparation The income tax side of Domestic Asset Protection Trusts
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
-
Online
2.00 Credits
Member Price: $99
Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home
Common Yellow Book & Single Audit Deficiencies
-
Online
4.00 Credits
Member Price: $159
Auditing Yellowbook COVID-related funds
OBBA 2025 Unpacked: Impact for Taxpayers and Business Owners
-
Online
4.00 Credits
Member Price: $129
An overview of provisions of existing law extended, made permanent without substantial change and/or WITH substantial changes, including casualty losses, individual tax rates, alternative minimum tax, bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses New law provisions for individuals and businesses Review of existing law provisions that have been repealed, including electric car credit, home energy credits, commercial clean vehicle credit and electric car charger credit
ChatGPT for Accountants: 50+ Use Cases
-
Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
Getting SASsy - A Look at Recent Auditing Standards
-
Online
1.00 Credits
Member Price: $59
Risk assessment (SAS 145) Quality management standards (SAS 146) Predecessor auditor inquiries (SAS 147) Group financial statement audits (SAS 149)
Contract and Procurement Fraud
-
Online
2.00 Credits
Member Price: $109
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
Bumper Sticker Ethics v. Professional Ethics
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction: "Bumper Sticker Ethics" Thinking About Ethics: Digging a Little DeeperCompare: Principles of Professional Ethics in AccountingCase Study: Frank v. Dana Corp.Conclusion: The Conceptual Framework as an Ethics Resource
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
-
Online
2.00 Credits
Member Price: $109
Accounting Finance Cash Investments
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
-
Online
1.00 Credits
Member Price: $59
Accounting Finance Procurement Operations
How Culture Affects Risks
-
Online
1.00 Credits
Member Price: $75
Communicating core values Corporate culture built upon core values Risk awareness Behavioral-based interviewing
Revenue Recognition - Allocate the Transaction Price
-
Online
1.80 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
Travel Expenses and Taxes: How to Maximize Deductions and Stay Compliant
-
Online
2.00 Credits
Member Price: $109
Definition of what qualifies as an entertainment expense Strategies to deduct business entertainment expenses Deductibility of meals Situations not subject to the 50% meals and entertainment reduction How to handle automobile issues related to employer-provided parking Proper accounting for deductible vs. non-deductible expenditures The four steps to analyze business expenses The latest federal legislation, cases and rulings
Surgent's Fraud In Single Audits
-
Online
4.00 Credits
Member Price: $159
Study real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations and methodologies of the fraudsters Brainstorm where things went wrong that allowed the frauds to occur without prevention or detection