CPE Catalog & Events
Everyday Ethics at Work: Don't be the Next News Story!
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Discuss ethics from an every-day real-world perspectiveHow to prevent an ethical lapse that can turn your business into the next news story
Excel for Accounting Professionals Session 4: Conditional Summing and Lookups
-
Virtual
2.00 Credits
Excel shortcuts Conditional summing Removing duplicate values VLOOKUP function
Income Tax Analysis: Exploring In-Depth Concepts
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to GAAP and IRC FrameworksKey Differences Between Financial Reporting and Tax ReportingUnderstanding Timing DifferencesRecognition of Revenue and Expenses Under GAAP vs. IRCDiscussion of Deferred Tax AssetsImpact of Deferred Tax LiabilitiesPermanent vs. Temporary DifferencesReconciliation of Book Income to Taxable Income
Improve Spreadsheets by Building Controls in Excel
-
Virtual
2.00 Credits
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
Exploring Internal Controls That Could Have Prevented Frauds
-
Virtual
2.00 Credits
The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios
Installment sales: Maximize Tax Benefits and Stay Compliant
-
Virtual
1.00 Credits
The major topics that will be covered in this course include:Installment sale treatment eligibilityWhen to elect out of installment sale treatmentInstallment sale of business assetsInstallment sale default and the rules for personal property versus real propertyInstallment sales and depreciation recapture
Tactics to Find Work Life Balance in a Complex World
-
Virtual
1.00 Credits
The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list
AI FAQs for Accountants
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Fundamentals of AI and how it differs from traditional accounting softwareGenerative AI, AI agents, and embedded AI applications in accountingAI-powered automation for routine accounting tasks and workflowsData security and privacy considerations in digital accounting environmentsStrategies for maintaining client relationships while embracing automationFuture trends including frontier AI models and embodied AI (robotics)Practical implementation of AI tools in accounting practice management
Surgent's Key Partnership and S Corporation Tax Planning Strategies
-
Virtual
4.00 Credits
Timely coverage of breaking tax legislation Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits Sale of ownership interest and NIIT considerations
Tax Season Update for Individuals with Steve Dilley
-
Virtual
4.00 Credits
The major topics covered in this class include:2024/25 legislative developments, cases and rulings impacting individual taxpayersChanges to Form 1040 and other related forms, worksheets and schedulesIndividual income items, itemized deductions and creditsUpdated tax rate schedule and other inflation adjusted itemsImplications for self-employed taxpayers of various legislationSection 199A changes, including use of carryforward passive activity and 199A lossesCapital gains and lossesPassive activity and hobby loss rules changes
S Corporations: Comprehensive walk through of Form 1120S
-
Virtual
8.00 Credits
The major topics that will be covered in this course include:Subchapter S status election and compliance requirementsRelief for late Form 2553 filings under Rev. Proc. 2022-19Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3I.R.C. §1361 and §1362 analysis for S Corporation electionsCorporate governance and formalities complianceShareholder stock and debt basis rulesBuilt-in capital gains and other aspects of Form 1120SSchedules K-1, K-2, and K-3 preparation and reporting requirementsOfficer reasonable compensation: requirements, advisory strategies, and audit defensesS Corporation eligibility errors and corrective measures
Surgent's Industry Accountant Key Performance Metrics
-
Virtual
8.00 Credits
Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
Surgent's Preparing Not-for-Profit Financial Statements
-
Virtual
8.00 Credits
Key requirements, options, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more
Accountants and Malpractice: Can We Get Sued for This?
-
Virtual
2.00 Credits
The major topics that will be covered in this class include:How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
Regulatory Ethics 2025 (VBOA-Approved)
-
Virtual
2.00 Credits
Laws and regulations governing the CPA profession. Code of Professional Conduct and ethical decision making. Maintaining licensure for individuals and firms. Enforcement.
Steps to Stop External Fraud
-
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
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
-
Virtual
2.00 Credits
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
Accounting for and Auditing Cryptocurrency & Digital Assets
-
Virtual
2.00 Credits
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Ethics of AI: A CPA's Guide
-
Virtual
2.00 Credits
The major subjects that will be covered in this course include:A primer on AI technology applications in the accounting professionEthical dilemmas that originate from the use of AI by CPAsPractical guidelines for using AI technology ethicallyStep by step guide for creating an AI usage policy for your organizationReview of a variety of reference materials to assist you in using AI ethically
Enterprise-Wide Risk Management in Accounting and Finance
-
Virtual
4.00 Credits
The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.
