CPE Catalog & Events
Monthly Federal Tax Updates - October 2025
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Treasury Circular 230 for EAs and Other Tax Preparers
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Online
2.20 Credits
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Ethical Considerations in Working with Cannabis
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Virtual
1.00 Credits
The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance
Ethics and Civility in the Workplace
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Virtual
2.00 Credits
The major topics that will be covered in this course include:What is civility and how it is tied to the bottom line?Principles of CivilityGiving the Benefit of the DoubtInclusivityCommunication Review of ethical values and principles with an emphasis on:RespectCourageCompassionHonor Accountability
The Ethics Hour: Deceit and the Whys Behind the Lies: Understanding Ethics
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Online
1.00 Credits
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
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Online
2.00 Credits
Why most equity compensation plans fail? Complexity of GAAP accounting for equity compensation plans Tax implications of equity compensation plans Who and how an equity compensation plan should be administered? Compliance issues to consider Recommendations to design a better equity compensation plan
Fiduciary Accounting: Fundamentals & Rules
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Online
2.00 Credits
Fundamentals of fiduciary accounting Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
Navigating IRS Correspondence: Responding to IRS Letters
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Types of IRS letters: General notices, audits, collections, return requests, and errors.Deadlines for responding to IRS correspondence.Communication best practices for dealing with the IRS.Avoiding escalation and penalties through proactive responses.Ensuring compliance when addressing IRS correspondence.Real-world examples of successful IRS communications.Common pitfalls in handling IRS letters and how to avoid them.Strategies for advising clients on IRS correspondence.
Becoming Conflict Competent
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Virtual
2.00 Credits
Major topics covered in this course include:Levels of conflictStrategies to de-escalate conflictDistinction between miscommunication and conflictResponses to conflictTactics to address, rather than avoid, conflict
How Fraud Can Affect Smaller Organizations
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Virtual
4.00 Credits
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
Mastering Microsoft 365 Copilot for CPAs
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of Microsoft 365 Copilot featuresAutomating tasks with AI assistanceEnhancing content creation and data analysisCollaboration tools powered by AIBest practices for maximizing Copilot's benefits
Partnership Essentials: Tax Basis Capital Accounts
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Online
2.00 Credits
Importance of tax basis capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1
Surgent's Food, Beverage, and Entertainment Expensing
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Virtual
2.00 Credits
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment
Surgent's Hiring New Workers and Payroll Taxes
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Virtual
2.00 Credits
Form W-4 Form I-9 Form W-9 End-of-year compliance Payroll tax returns Unemployment insurance
Love it or Leave It: Engagement and Retention at Work
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Ethical Values and Engagement and RetentionEnhancing Employee engagementStrategic/Intentional Actions to Enhance RetentionGeneration X
Surgent's Current Issues in Accounting and Auditing: An Annual Update
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Virtual
4.00 Credits
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures Leases – Topic 842 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of SAS No. 145 Other important A&A practice matters
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
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Online
1.00 Credits
Technology Cybersecurity
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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Virtual
1.00 Credits
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
Accounting Ethics 2025 (VBOA-Approved)
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Virtual
2.00 Credits
Professional standards and guidelines. Ethical challenges and scenarios. Professional skepticism and risk management.
Analytical Procedures for Nonprofits
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Online
2.00 Credits
How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits The required elements of a substantive analytic procedures to address detection risk Tips and traps of applying an analytic approach to satisfy audit objectives Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users Common ratios and trends to assess liquidity, operating efficiency, leverage, and more
