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CPE Catalog & Events

All Events 9306 Centennial Events 0 Conferences 1 GWSCPA Originals 15 On Demand 637 Section Meetings 11 Webinars 8656

Showing 9306 All Events Results

Steps to Stop External Fraud

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Virtual

2.00 Credits

The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators

What If Your Client Didn't Take Reasonable Compensation

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely

What's Changing in Risk Assessment

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Online

2.00 Credits

Auditing Yellowbook

SEC Case Studies: Ethical Dilemmas in Finance and Accounting

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Introduction to Ethics and Ethical DilemmasEthical Codes and Professional StandardsFraud and the Fraud TriangleEthical Decision-Making ModelsFinancial Statement Manipulation TacticsCash Flow and Key Metrics Misrepresentations

Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act

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Virtual

2.00 Credits

Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act

Surgent's Understanding How the IRS Rewards Whistleblowers

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Virtual

2.00 Credits

Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery Review of the whistleblower claim process Criteria for eligible claims Case studies of significant claim recoveries paid by the IRS to whistleblowers Issues underlying whether a practitioner should ever act as the whistleblower Addressing delays inherent in the whistleblower claim process The structure and role of the Whistleblower Office Best practices for the submission of a good whistleblower claim Working with other governmental divisions in processing whistleblower claims A brief overview of other, non-IRS whistleblower claims

Use of technology in an audit of financial statements - Risk Assessment

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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 Business Law for Small Business Owners

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Virtual

4.00 Credits

Contract principles Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Real property law

Surgent's Inventory Management, Control and Analysis: Best-in-Class Tools to Achieve Success

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Virtual

4.00 Credits

Inventory management vs. inventory control Inventory analysis methods and KPIs Top inventory management trends Inventory analysis: methods and KPIs Inventory management trends for retailers Inventory management and supply chain management Top trends in warehouse management Supply chain inventory optimization

S Corporations: Tax Compliance, Elections, and Best Practices

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Online

8.00 Credits

Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures

The Ethic of Self-Esteem For Women

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Virtual

2.00 Credits

The major topics covered in this class include:Self-Esteem: What is it?Belief systemsBenefits of High Self EsteemMinimizing traps of low Self EsteemComponents of High Self Esteem

Surgent's Weekly Expert Hour

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Virtual

1.00 Credits

Each week’s topics will change based on the most critical issues affecting financial professionals

Don Farmer's New Individual Items for 2025: Overtime, Tips, Cars & Seniors

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Virtual

2.00 Credits

Overtime Provisions: changes in taxation, reporting, and employer compliance; planning implications for employees. Tips Reporting & Taxation: new reporting obligations, IRS compliance initiatives, and employer/employee responsibilities. Cars & Transportation Benefits: treatment of company-provided vehicles, standard mileage rates, fringe benefit considerations, and personal-use rules for 2025. Seniors & Retirement Planning: updated credits and deductions, expanded benefits for older taxpayers, retirement contribution adjustments, and planning opportunities. Compliance Issues: documentation, IRS enforcement focus, and practitioner risk management. Planning Opportunities: strategies to minimize tax liabilities and maximize benefits for individuals affected by these changes.

Internal Control - Testing for Operating Effectiveness

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Virtual

2.00 Credits

The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting

Surgent's Schedules K-2 and K-3: Preparation of Forms

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Virtual

2.00 Credits

How to read and complete Parts II and III for Foreign Tax Credit Practical tips on how to tackle Parts IV and IX for corporate partners How to correctly fill out Parts X and XIII for foreign partners Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms

Surgent's Social Security: Dispelling Common Myths with Essential Truths

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Virtual

2.00 Credits

Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!

The Preparation of Forms 706 and 709 - Understanding the Law

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Online

3.00 Credits

Legal framework of estate and gift taxation IRS regulations and compliance requirements Portability, lifetime exemption, and tax minimization strategies Case law and IRS rulings affecting estate and gift tax planning Postmortem estate planning considerations Common legal pitfalls and how to avoid them Legislative updates and policy changes from the new administration

Disrupt to Dominate: Mastering Change Leadership

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Virtual

4.00 Credits

The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios

Best Non-Google Search Tools for Accountants

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Why Advanced Search Skills Are So Critical for AccountantsWhy You Need More than Google to Search the InternetGARP: Generally Accepted Research PrinciplesAlternatives to GoogleAdvisory SearchSocial SearchSpecialty searchSearch Engine resourcesWhat's Ahead in Search

AICPA Town Hall Series (10/23/2025)

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Virtual

1.00 Credits

Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities