CPE Catalog & Events
Retaining Talent in a Competitive Marketplace
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Virtual
4.00 Credits
The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up
IRS Penalties and Abatements
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Virtual
2.00 Credits
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity
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Virtual
1.00 Credits
Harnessing AI to streamline your Excel workflows, achieving unparalleled productivity. Discover Excel's integrated AI features and learn how to utilize ChatGPT for researching, creating, understanding and troubleshooting Excel functions and formulas. Transform tasks that typically take two hours into mere minutes. Explore using ChatGPT for efficient research and learning, enabling quick access to answers for Excel-related inquiries. Optimize your Excel work, research and documentation, significantly saving time and effort in your daily tasks.
New Quality Management Standards: Bringing It All Together - Exploring All Components of a Quality Management System
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Virtual
1.00 Credits
Quality management Peer review Audits
A Working Parent's Guide to Prioritizing Mental Wellness
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively.Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health.Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed.
Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals
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Virtual
2.00 Credits
The causes of burnout in the accounting profession Effects of burnout on employee well-being Strategies to protect employee well-being in a highly demanding profession Organizational costs associated with employee burnout Tools used to measure employee well-being
Surgent's Update on the SECURE 2.0 Act
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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
Are You Ready for Your Peer Review?
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Virtual
3.00 Credits
Peer review process and timeline Quality control standards overview Enhancing Audit Quality initiatives Common issues identified in peer review and how to prevent them Best practices to prepare for your firm's peer review Peer review resources and tools
Tax Implications of Retirement Plan Distributions
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
Understanding Internal Control Constructs
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Virtual
4.00 Credits
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
2025 Governmental GAAP Update: Navigating GASB Standards
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Virtual
2.00 Credits
The major topics that will be covered in this course include:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.
Surgent's What CPAs Should Know About Trust Instruments
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Virtual
2.00 Credits
Legal definitions & principals involving estates & trusts Basic principles regarding property ownership Types of trusts commonly used Trust accounting fundamentals Certain clauses that are important to understand Formula valuation clauses Requirements for a trust to be a qualified designated beneficiary of an IRA Using IRD to fund charitable bequests
Hot Topics Accounting Update
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Virtual
2.00 Credits
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
Surgent's Home Office Rules
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Virtual
2.00 Credits
Calculating the home office deduction Actual expense method Simplified expense method Definition of a home for purposes of the home office deduction Whether working-from-home employees can claim a home office deduction What is a “separate, identifiable space?” The “regularly and exclusively used” rule Defining a “principal place of business” Meeting clients, patients, and customers More than one trade or business Special rules that apply to daycare providers Separate, free-standing structures Depreciating the home
Surgent's The Accounting Leaders' Survival Guide - Strategies for Managing Organizational Change
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Virtual
2.00 Credits
Learn the power of flexibility and adaptability Manage daily changes and stressors Avoid burnout and achieve work-life balance
Unlocking Deep Secrets: Case Studies in Financial Analysis
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
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Virtual
2.00 Credits
Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime
Becoming Conflict Competent
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Virtual
2.00 Credits
Major topics covered in this course include:Levels of conflictStrategies to de-escalate conflictDistinction between miscommunication and conflictResponses to conflictTactics to address, rather than avoid, conflict
I Spy with My Little Eye ... an Illegality
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Are Accountants the Conscience of Business?Today’s Ethical Duty of ConfidentialityIESBA NOCLAR PronouncementWhere We Go from Here (No Clarity?)Case Discussion and AnalysisConclusion
Tactics to Find Work Life Balance in a Complex World
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Virtual
1.00 Credits
The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list
