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CPE Catalog & Events

Showing 13151 All Events Results

AI for CPAs - How it Works and How to Apply it

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Fundamentals of machine learning and AI algorithmsHow generative AI models like ChatGPT functionPractical examples of generative AI in accounting, finance and taxKey terminologies and concepts simplifiedAI Agents for process automation

Behind the Curtain: Exploring IRS Audit Technique Guides

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries

Individual Tax Update: Recent Developments

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Virtual

2.00 Credits

The major topics that will be covered in this class include:2025 Tax Provision SunsetsResidential Energy CreditVirtual currency reporting and Form 1099-DAStudent loansRecent individual taxpayer case rulings

The Controllership Series - Sales, Collections and Customer Credit

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Online

1.50 Credits

Accounting Sales Collections

Roadmap to Ethical Decision Making

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Online

2.00 Credits

Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters Discuss the principles of professional conduct Address compliance with professional standards Use case studies to address circumstances that may create threats to independence

A Guide to Sampling - Part 2

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Online

2.00 Credits

Auditing Yellowbook

2025 AICPA Regulatory Ethics Update

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Virtual

2.00 Credits

The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.

Surgent's Choosing the Right Business Entity

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Virtual

2.00 Credits

Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.

Understanding the New Forms K-2 and K-3

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Virtual

2.00 Credits

The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included

Coaching the Next Generation of CPAs

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.

ChatGPT and IRS Taxation Law Research

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting

Accounting & Attestation for ESG

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Online

2.00 Credits

ESG Accounting & Auditing Yellowbook

Tax Depreciation: How to Optimize Deductions

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Online

2.00 Credits

Recent tax legislation and developments related to depreciation and capitalization Eligible property for Section 179 and Section 168(k) Section 179 deduction and its use to depreciate real property Section 168(k) deduction and its use to depreciate real property Disposition of segments of real property Exchanges of tangible personal property after repeal of the like-kind exchange rules

Disaster Relief Act of 2024

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Online

1.00 Credits

Federal Disaster Relief Act provisions enacted in December, 2024 Comparison of personal use casualties with business/investment casualties When to claim casualty losses How to postpone casualty gains Business casualty gains and depreciation recapture

Side-Hustle CFO

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Virtual

1.00 Credits

The major topics that will be covered in this course include:The systems you need to start your own advisory service.Information on how to package, price and market your business.Transforming accounting knowledge into expertise you can sell.

Exploring Internal Controls That Could Have Prevented Frauds

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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

Lessee and Lessor Accounting

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Virtual

2.00 Credits

Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases

2024 Revision to Government Auditing Standards Impact

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits

Surgent's Annual Accounting and Auditing Update

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Virtual

8.00 Credits

Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters

Surgent's Business Law Essentials for Practitioners and Controllers

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Virtual

8.00 Credits

Contract principles Partnerships and limited liability entities Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Intellectual property Real property law Bankruptcy basics Environmental Law Merger basics