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CPE Catalog & Events

All Events 12725 Centennial Events 1 Conferences 3 GWSCPA Originals 9 On Demand 550 Section Meetings 2 Webinars 12169

Showing 1161-1180 of 12169 Results (Page 59 of 609)

Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals

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Virtual

2.00 Credits

Marginal tax rates effective in 2025 and beyond The QBI deduction Qualified residential interest Child Care Credit Miscellaneous itemized deductions, including the educator deduction Rollovers from 529 plans to ABLE accounts Additional expenses treated as qualified higher education expenses for purposes of 529 accounts Termination of credits for environmentally clean autos and expenditures Other timely topics

ACPEN: Audit & Attest Quality Matters that Should be on Your Radar – Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements

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Online

8.00 Credits

Applying professional skepticism to ensure quality work Meaningful risk assessment when designing work programs for various levels of services Proper planning and supervision of all engagements Accountant responsibilities for evaluating internal control Strengthening analytic procedures to support conclusions Complying with the Code of Professional Conduct and quality management standards 

Microsoft Teams for CPAs: Unlocking Its Full Potential

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Best practices for organizing your teams and channelsUnderstanding the role of Teams and SharePoint integrationUsing Teams to communicate and collaborate externally with clientsTips and tricks for managing conversations in TeamsLeveraging Microsoft Copilot AI in Teams

Surgent's Adapting to Today’s Changing Accounting Landscape

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Virtual

1.00 Credits

Evolving accounting landscape Data complexity in accounting and tax Value-added billing Artificial Intelligence Shifting client expectations Navigating regulatory uncertainty The impact of accountants on society Embracing change and innovation Pipeline challenges

How to Build a Custom AI Chatbot and GPT in Plain English

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants

Tax Depreciation: Review and Update

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics

Introduction to Ethics & Professional Skepticism

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Virtual

2.00 Credits

The major topics that will be covered in this course include:The Code of Ethics for Professional Accountants.The pressures, opportunities, and rationalizations that lead to instances of fraud. Interactive examples to illustrate various scenarios of noncompliance during engagements. 

ACPEN: Enact Retaliation Abatement and Monitoring Measures

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Online

1.00 Credits

Retaliation prevention Retaliation monitoring Speak up culture Ethical culture

ACPEN: The New Quality Management Standards - What Everyone Needs to Know

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Online

2.00 Credits

Overview of the new quality management standards Focus on the most important elements of a quality management system Implementation tips that everyone in the firm should know Audit and attest standards impacted 

Compilation, Preparation and Review Basics and Peer Reviews

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Virtual

2.00 Credits

The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.

Self-Rental Real Estate: Passive Activity & Section 199A

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules

2026/27 Yellow Book Update

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.The GAO's implementation delay and its implications for 2026 audit planning.Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements.

Microsoft 365 Application Lightning Round Review-Updated

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Virtual

1.00 Credits

The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps

Current Audit Environment and ASB Activity

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Virtual

2.50 Credits

Current environment and implication for audit planning Key risk issues Audit challenges Recent Statements on Auditing Standards (SASs). ASB workplan SQMS No. 1, No. 2, and No. 3 SSARS No. 26

Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional

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Virtual

4.00 Credits

Economic update Leadership and management changes because of recent developments, including AI Managing for productivity Hiring the best people for the organization New motivation techniques

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 Recently issued ASUs covering derivatives, credit losses under ASC 326, government grants, and expense disaggregation FASB Final PIR Report for Leases (Topic 842) Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Proposed SAS on the auditor’s responsibility relating to fraud Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters

Entertainment, Meals & Travel Expenses: Review and Update

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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: AI Risk Fundamentals: Understanding Emerging Tech Threats

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Online

1.00 Credits

AI Landscape Risks Core AI Technologies Security Vulnerabilities Privacy Concerns Assessment Frameworks

How Much Are Your Ethics Worth?

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Virtual

2.00 Credits

The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies

Surgent's Introduction to Charitable Gifting for Individual Taxpayers

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Virtual

2.00 Credits

Fundamentals of charitable gifting Income and estate tax considerations for charitable giving Charitable deduction rules and limitations Structuring charitable contributions for maximum tax efficiency Advanced charitable gifting techniques Compliance and documentation requirements