CPE Catalog & Events
Surgent's Weekly Expert Hour (Original Air Date: 8/26/21)
Available Until
Virtual
1.00 Credits
Which states are taxing forgiven PPP loans? Update on draft 2021 forms (as of 8/26/21) Medicare overview Child and dependent care expenses/advance child tax credit payments Deductibility of conservation easements
Surgent's Weekly Expert Hour (Original Air Date: 8/29/24)
Available Until
Virtual
1.00 Credits
Social Security updates in 2024 Overview of spouse beneficiary options Updated Corporate Transparency Act FAQs as of July 2024
Surgent's Weekly Expert Hour (Original Air Date: 8/8/24)
Available Until
Virtual
1.00 Credits
Is preparing beneficial owner information (BOI) reports the unauthorized practice of law? Details concerning IRS settlement offer letters sent to certain taxpayers who participated in Syndicated Conservation Easement transactions Stock Buyback Tax Updates on the Residential Clean Energy Credit and Energy Efficient Home Improvement Credit
Surgent's Weekly Expert Hour (Original Air Date: 9/02/21)
Available Until
Virtual
1.00 Credits
S corporation PPP loan forgiveness Tax issues related to remote workers Family offices: an overview Investing in bitcoin and cryptocurrency
Surgent's Weekly Expert Hour (Original Air Date: 9/09/21)
Available Until
Virtual
1.00 Credits
IRS letter commenting on PPP loan treatment for pass-through entities Tax relief for hurricane and flood victims Tax-exempt property: determining the appropriate class lives
Surgent's Weekly Expert Hour (Original Air Date: 9/12/24)
Available Until
Virtual
1.00 Credits
Rollover and transfer rules for IRA beneficiaries Discussion of beneficiary movements Two-year report on the Inflation Reduction Act
Surgent's Weekly Expert Hour (Original Air Date: 9/16/21)
Available Until
Virtual
1.00 Credits
Latest news on proposed tax legislation (as of 9/16/21) Modification of rules relating to retirement plans Health care sharing ministry Wyden pass-through reform discussion draft
Surgent's Weekly Expert Hour (Original Air Date: 9/19/24)
Available Until
Virtual
1.00 Credits
Discussion of the continuing struggle for FAFSA simplification Form 1099-K and crowdfunding online Anti-money laundering regulations for residential real estate transfers An overview of the expiring TCJA provisions
Surgent's Weekly Expert Hour (Original Air Date: 9/23/21)
Available Until
Virtual
1.00 Credits
Latest news on proposed tax legislation (as of 9/23/21) Modification of rules relating to retirement plans SECURE Act 2.0 Wyden pass-through reform discussion draft
Surgent's Weekly Expert Hour (Original Air Date: 9/26/24)
Available Until
Virtual
1.00 Credits
The Retirement Security Rule and fiduciary regulations IRS Notice 2024-63: Employer matching contributions made to retirement plans related to employee student loan payments Discussion of findings of the Treasury Inspector General for Tax Administration Updates to the IRS Form 1099-DA draft version
Surgent's Weekly Expert Hour (Original Air Date: 9/30/21)
Available Until
Virtual
1.00 Credits
Coronavirus-related distributions Qualified disaster-related distributions from qualified plans TIGTA Report 2021 Retirement planning
Surgent's Weekly Expert Hour (Original Air Date: 9/5/24)
Available Until
Virtual
1.00 Credits
Latest update concerning the Employee Retention Credit (ERC) Discussion of common signs of an incorrect ERC claim Status of the real estate profession, due to recent National Association of Realtors (NAR) settlements
Surgent's Weekly Expert Hour: Implications of the 2024 Election Results (Original Air Date: 11/7/2
Available Until
Virtual
1.00 Credits
Current and projected federal debt and deficits President Elect Trump's tax plans Discussion of possible tax policy scenarios based on 2024 election results
Surgent's What Tax Practitioners Need to Know About Medicare
Available Until
Virtual
2.00 Credits
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
Surgent's What You Need to Know About ASC 842, Leases
Available Until
Virtual
1.00 Credits
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Detailed review of accounting by lessees Updates to the lease accounting guidance
Surgent's Why Do They Do It? The Psychology of Fraud
Available Until
Virtual
2.00 Credits
The fraud triangle The truth default theory The concept of cognitive dissonance Confirmation bias Availability
Surgent's Why People Quit: A Look at Accounting and Other Professionals
Available Until
Virtual
1.00 Credits
Why employee retention matters Management’s thoughts on turnover Techniques employers use to retain and grow their employees Aspects of employment that matter most to employees Factors that contribute to employee turnover in accounting and finance professions
Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection
Available Until
Virtual
8.00 Credits
The price of fraud – ACFE’s Report to the Nations and ancillary costs The current economy – microeconomics and analysis COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments) Power of morale – shrinking the fraud triangle and employee motivation Deviant workplace behavior Historic schemes Why good folks go bad – interesting findings and red flags Combating fraud with controls Controls used by fraud victim organizations and suggestions for better implementation Fraud’s new frontier Corporate social, environmental, governance, and equity/inclusion reports and audits
Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection
Available Until
Virtual
8.00 Credits
The price of fraud – ACFE’s Report to the Nations and ancillary costs The current economy – microeconomics and analysis COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments) Power of morale – shrinking the fraud triangle and employee motivation Deviant workplace behavior Historic schemes Why good folks go bad – interesting findings and red flags Combating fraud with controls Controls used by fraud victim organizations and suggestions for better implementation Fraud’s new frontier Corporate social, environmental, governance, and equity/inclusion reports and audits
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
Available Until
Virtual
2.00 Credits
Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance
