CPE Catalog & Events
Tax Power Ethics for Tax Professionals
-
Online
2.00 Credits
AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies
Hot Topics Audit & Attest Update
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
Business Partnerships: Managing Supplier Relationships
-
Virtual
1.00 Credits
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials
Revenue Recognition - Recognize Revenue
-
Online
1.00 Credits
Revenue Recognition Accounting
Decoding Trusts and Wills: Provisions for PFP Practitioners
-
Virtual
1.50 Credits
Planning concerns: Understand why trusts are needed and how they can be used in your client's financial plans. Income tax concerns: This topic will cover grantor trusts, including provisions and sample language, as well as non-grantor trusts, simple versus complex trusts, Section 678 concerns and state taxation. Gift tax concerns: This topic will delve into withdrawal rights with examples, gift splitting, complications with spousal beneficiaries and the 5x5 power.
Applying the New Expected Credit Loss Model
-
Online
2.00 Credits
Principles behind the new expectation credit loss model Acceptable methods for evaluating expected credit loss for certain financial instruments Enhanced disclosure requirements common for nonpublic entities
AI Revolution: The Big Picture for CPAs
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of AI and its evolution in businessDeep dive into generative AI and its applicationsImpact of AI on accounting, tax and finance sectorsFuture trends and opportunities for CPAsPreparing for the AI-driven business environment
Surgent's Excel: Mastering PivotTables
-
Virtual
2.00 Credits
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Use of technology in an audit of financial statements - Risk Assessment
-
Virtual
2.00 Credits
Commonly reported barriers to adopting technology and overcoming them Illustrating where technology can improve the audit process Using technology to increase the efficiency and effectiveness of your risk assessment process
Surgent's Fraud Case Studies: Schemes and Controls
-
Virtual
4.00 Credits
Recent fraud cases Common fraud schemes perpetrated by those within and outside victim organizations Consider the lessons learned Best practices to further our fraud prevention
Ethics: Avoiding the Slippery Slope of Ethical Pressures
-
Virtual
4.00 Credits
Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies
Leadershift Ethics: Things Must Change!
-
Virtual
2.00 Credits
The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation
Surgent's Weekly Expert Hour
-
Virtual
1.00 Credits
Each week’s topics will change based on the most critical issues affecting financial professionals
Cryptocurrencies for the CFO: Explaining Blockchain
-
Online
2.00 Credits
What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language
Navigating IRS Authorizations: Form 2848 & Form 8821
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
Surgent's Taxation of the Mobile Workforce
-
Virtual
2.00 Credits
What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out of state employee?
ChatGPT Bootcamp for CPAs with John Higgins
-
Virtual
4.00 Credits
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business
Fraud, Controls & Ethics: Best Practices & Case Studies
-
Virtual
4.00 Credits
The major topics covered in this course include:Examination of actual fraudsDiscussion of internal controls that could have prevented fraudsContemplation of epiphanies for your own professional scenarios.The AICPA Code of Professional ConductOther elements of professional conduct and compliance with professional standards
The Art of Engaging in Difficult Conversations
-
Virtual
2.00 Credits
The major subjects that will be covered in this course include:Awareness of your mindset entering the conversationTactics to build a pool of meaningClarity around story tellingBiggest mistakes to avoid
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
-
Online
1.00 Credits
Technology Cybersecurity
