CPE Catalog & Events
Surgent's Preparing and Writing Findings in Yellow Book and Single Audits
-
Virtual
0.00 Credits
The types of audit findings reported in Yellow Book and single audit engagements The finding elements required by the GAO and OMB standards Where audit findings get communicated in the reporting process
Surgent’s Weekly Expert Hour
-
Virtual
1.00 Credits
Each week’s topics will change based on the most critical issues affecting financial professionals
ACPEN: Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience
-
Online
1.00 Credits
Leadership Professional Development Time Management
Don Farmer's IRS Notices Every Tax Pro Should Recognize & How to Respond
-
Virtual
2.00 Credits
* Overview of IRS Notice and Correspondence Processes * Identification and Interpretation of IRS Notices * Response Timelines and Procedural Requirements * Response Options and Escalation Considerations * Taxpayer Rights and Due Process * Best Practices for Notice Management and Compliance
ACPEN: Partnership Essentials: Tax Basis Capital Accounts
-
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
ACPEN: Independence Requirements for Auditors
-
Online
2.00 Credits
AICPA Code of Professional Conduct independence requirements Core independence principles for CPAs in public practice Common independence risk areas PEEC ethics interpretations affecting independence Real-world application of independence guidance Practical compliance and implementation strategies Independence considerations in attest engagements
Agentic AI for CPAs: Automate Workflows with Intelligence
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to Agentic AI concepts and terminologyCase studies for using AI agents in accounting, finance, and tax servicesStep by step demonstration of creating and deploying an AI agentIntroduction to Microsoft Copilot Studio agent builderDeveloping your AI agent deployment strategy
Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services
-
Virtual
0.00 Credits
Communicating financial results The role of the accountant in communication The challenges accountants face in communication Creating better awareness of a company’s financials Behavioral biases of stakeholders Tips for staying on-point in communication Case study
Surgent's Guide to Partner Capital Account Reporting
-
Virtual
2.00 Credits
How a partner’s outside basis and capital account differ Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L IRS requirement to report partner tax basis on the transactional approach Implications if a capital account is negative Deficit restoration accounts and qualified income offsets Modified outside basis method and modified previously taxed capital method Determining a partner’s beginning capital account Beginning capital account for partnerships and partners consistently reporting on the tax basis The two types of adjustments under 754 and how 743 and 734 require different capital account presentations
ACPEN: The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla
-
Online
4.00 Credits
OCBOA financial statements Cash and Modified Cash Basis Tax Basis Unique Reporting and Disclosure Requirements Frequent Peer Review Matters
ACPEN: Unlocking the Value: IRS Tax Credits for Businesses & Individuals
-
Online
2.00 Credits
Overview of federal tax credits Refundable vs. nonrefundable credits Individual tax credits Business tax credits Eligibility requirements for tax credits Documentation and substantiation standards Recent legislation and IRS guidance affecting credits Planning considerations when evaluating tax credits Audit risks and compliance issues
ACPEN: How to Make Difficult People Disappear...Without Breaking the Law
-
Online
1.00 Credits
Conflict Management Interpersonal Relationships Personality Styles
About the TIGTA: Who Watches the IRS?
-
Virtual
2.00 Credits
Major topics covered in this course include:The role of TIGTA in the US tax systemAuditing, investigating, and inspecting and evaluating IRS programs and operationsIdentifying opportunities to improve the administration of tax lawsPromoting integrity, economy, and efficiency in the tax systemResponding to requests from Congress and other external stakeholdersUpholding ethical standards in the accounting professionBuilding trust and confidence in the tax system
Entertainment, Meals & Travel Expenses: Review and Update
-
Virtual
2.00 Credits
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
ACPEN: From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
-
Online
2.00 Credits
Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
ACPEN: K2’s Excel Tips – Today’s Best Features
-
Online
2.00 Credits
New features and functions in Excel How to improve efficiency and effectiveness when working in Excel Taking advantage of Copilot integration with Excel Better ways of creating and working with formulas
ACPEN: Tax Practice Ethical Challenges and Circular 230
-
Online
2.00 Credits
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees
ACPEN: Cash Flow Clarity: Effectively Communicate Cash Flows for your Board and C-Suite
-
Online
2.00 Credits
The importance and structure of the cash flow statement Understanding operating, investing, and financing activities Presenting the statement using the "Sources and Uses" approach How to tell the business story through cash flows and alternative reporting methods Identifying key drivers of cash and liquidity Bridging the gap between accrual accounting and understanding cash Communicating effectively with CEOs, boards, and non-financial stakeholders
Common Financial Statement Disclosures
-
Virtual
2.00 Credits
The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements
ACPEN: Proper Financial Accounting for S Corporations
-
Online
4.00 Credits
Deferred tax accounting for S Corporations S elections and terminations – dealing with deferred taxes Financial accounting for capital stock and retained earnings S corporation shareholders’ equity Tax vs financial accounting for Accumulated Adjustments Account Financial accounting for loans to and from S shareholders
