CPE Catalog & Events
Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment
Available Until
Virtual
4.00 Credits
AICPA hot topics and standard setting initiatives Discussion of suite of nine integrated SASs effective for years ended December 31, 2021 Discussion of the standard on audit evidence effective for years ended December 31, 2022 Discussion of the standard on auditing accounting estimates and disclosures effective as of December 31, 2023 Discussion of the two standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023 Discussion of standards that are effective beginning in 2025, including those dealing with client acceptance and questions asked of the predecessor auditor, the partner’s responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more
Surgent's Update on the AICPA's Enhancing Audit Quality Initiative
Available Until
Virtual
1.00 Credits
Status of the AICPA’s Enhancing Engagement Quality initiative Recent Peer Review results Common peer review findings
Surgent's Update on the SECURE 2.0 Act
Available Until
Virtual
2.00 Credits
Automatic enrollment requirements for 401(k) plans Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62, and 63 Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Improving coverage for part-time workers Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule
Surgent's Using ChatGPT with Excel
Available Until
Virtual
2.00 Credits
Introduction to ChatGPT and other AI (artificial intelligence) language models Discussion of best practices for using ChatGPT with Excel Use ChatGPT to create, debug, and explain formulas Use ChatGPT to learn how to use Excel features Use ChatGPT to automate repetitive tasks in Excel Use ChatGPT to easily create macros
Surgent's Using the Work of a Specialist and Internal Audit
Available Until
Virtual
2.00 Credits
Using the work of management’s specialist Using the work of the auditor’s specialist Using the work of internal audit Using the work of a pricing service
Surgent's Weekly Expert Hour (Original Air Date: 1/06/22)
Available Until
Virtual
1.00 Credits
The status of the Build Back Better Act as of 1/6/22 IRS Letters 6419 and 6475 Update on disaster relief as of 1/6/22 Individual health insurance in 2022
Surgent's Weekly Expert Hour (Original Air Date: 1/13/22)
Available Until
Virtual
1.00 Credits
Child Tax Credit Form 7203, "S Corporation Shareholder Stock and Debt Basis Limitations" Carried interests IRS News Release 2021-217 – How to be prepared for filing 2021 returns in 2022 IRS Notice 2022-1 – IRS guidance regarding reporting of discharged student debt
Surgent's Weekly Expert Hour (Original Air Date: 1/16/25)
Available Until
Virtual
1.00 Credits
Review of HSA rules Highlights of the National Taxpayer Advocate Annual Review conclusions Student loan repayment trends and updates
Surgent's Weekly Expert Hour (Original Air Date: 1/2/25)
Available Until
Virtual
1.00 Credits
IRA MAGI Limits for contributions Backdoor Roth IRA contributions Overview of basis shifting Breakdown of Otay Project LP v. Commissioner
Surgent's Weekly Expert Hour (Original Air Date: 1/20/22)
Available Until
Virtual
1.00 Credits
The Employee Retention Tax Credit overview and update (as of 1/20/22) What accountants want to know about the American economy looking forward to 2022 The No Surprises Act
Surgent's Weekly Expert Hour (Original Air Date: 1/23/25)
Available Until
Virtual
1.00 Credits
IRS updates to FAQs about the Qualified Energy Efficient Home Improvement Credit and the Residential Clean Energy Property Credit Expected outlook for markets and economy Tips for 2024 reporting of 1099-R
Surgent's Weekly Expert Hour (Original Air Date: 1/27/22)
Available Until
Virtual
1.00 Credits
Letter 6419 Form 1099-K reporting by third party settlement organizations Preparing for filing season
Surgent's Weekly Expert Hour (Original Air Date: 10/03/24)
Available Until
Virtual
1.00 Credits
IR-2024-253: Hurricane Helene Disaster Relief Discussion of Varian Medical Systems, Inc. and Subsidiaries v. Commissioner court case IRS Form 7217
Surgent's Weekly Expert Hour (Original Air Date: 10/07/21)
Available Until
Virtual
1.00 Credits
Update on tax legislation (as of 10/7/21) Medicare reimbursements and balance billing When does it make economic sense to claim Social Security?
Surgent's Weekly Expert Hour (Original Air Date: 10/10/24)
Available Until
Virtual
1.00 Credits
Latest update concerning HSAs Letter 105-C and the Employee Retention Credit (ERC) FinCEN's Beneficial Ownership Information (BOI) Reports Qualified Rollover Contributions
Surgent's Weekly Expert Hour (Original Air Date: 10/14/21)
Available Until
Virtual
1.00 Credits
Increase for Social Security recipients New 2021 draft tax forms (as of 10/14/21): Form 1040 - Schedule 1, Schedule 2, and Schedule 3 The 4% rule: is this the best approach to sustainable retirement spending Commercial real estate tax strategies: a refresher for tax year 2021
Surgent's Weekly Expert Hour (Original Air Date: 10/17/24)
Available Until
Virtual
1.00 Credits
The 4-part test to determine R&D tax credit eligibility A discussion of FSA, HSA, and DCB accounts IRS taxation rules related to insurance policies
Surgent's Weekly Expert Hour (Original Air Date: 10/21/21)
Available Until
Virtual
1.00 Credits
Legislative update (as of 10/21/21) TIGTA report #2021-30-042 Tax aspects of selling a home
Surgent's Weekly Expert Hour (Original Air Date: 10/24/24)
Available Until
Virtual
1.00 Credits
Federal tax aid for victims of Hurricanes Helene and Milton Medicare open enrollment for 2025 Corporate Transparency Act
Surgent's Weekly Expert Hour (Original Air Date: 10/28/21)
Available Until
Virtual
1.00 Credits
Details of the Build Back Better framework announced by President Biden (as of 10/28/21) The IRS' responses to questions about rehires following bona fide retirement and in-service distributions Employee Retention Tax Credit – 2020 and 2021 legislation Medicare plans, parts, and costs
