CPE Catalog & Events
The Best Individual Income Tax Update Course by Surgent
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Virtual
8.00 Credits
Comprehensive coverage of the One Big Beautiful Bill Act Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Real Estate professional requirements Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
ACPEN: Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
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Online
1.20 Credits
Talent Strategy Culture Employer Branding Leadership Growth
ACPEN: AICPA Statements on Standards for Tax Services: Ethical Considerations
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Online
2.00 Credits
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
ACPEN: Claims Management Essentials: Cost-Saving Strategies for Employees and Employers
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Online
2.00 Credits
Medical Claims
CFO Series: AI is Not the Enemy: Getting the Most from AI
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Common AI use cases in accounting and financeFraud, deepfakes, data abuse and related risksGovernance frameworks and oversight responsibilitiesThe EU AI Act and regulatory developments in the U.S.AI bias, discrimination, and transparency concernsInternal control and documentation challengesQuestions finance leaders should ask before adopting AIAligning AI oversight with your audit and compliance functions
ACPEN: IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
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Online
8.00 Credits
An emphasis on newly enacted tax legislation affecting IRAs including the NEW final required minimum distribution (RMD) regulations Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans Roth IRA contribution phase-out limits as well as tax-free qualified distributions Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments) The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner’s death Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules
Executive Presence, Personal Brand: Structure Your Narrative
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Components of executive presenceAudience-centered elevator pitch structureProfessional value proposition frameworkStructuring a concise executive biographyAligning personal narrative with organizational valueCommon pitfalls in professional self-presentationApplication and refinement exercise
ACPEN: Leading Into the Future: Rethinking Work, Value & Leadership in Accounting
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Online
2.00 Credits
Talent Strategy Leadership AI Adaptability Future of Work Succession
Bytes, Bias, and Balance: Data Ethics for Savvy Accountants
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The transformative role of artificial intelligence (AI) in accounting and auditingEnhancing efficiency and innovation with AI toolsMitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas
ChatGPT and Advanced Accounting Research
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The accounting research transformation: Comparing Google vs. AI methodologiesAI ecosystems and specialized models for accounting applicationsAdvanced prompt engineering techniques for financial and tax researchAI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstoresPersona priming and P&P stacking methodologies for optimal AI interactionsEthical considerations and limitations of AI in accounting researchThe compliance chess effect: AI's impact on tax planning and regulatory responseAI-driven automation for regulatory updates and compliance monitoring
AICPA Town Hall Series (Rebroadcast of 12/17/2026)
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Virtual
1.00 Credits
Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities
Internal Controls Over Compliance vs Compliance
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Testing internal ControlsAlign internal controls with specific compliance requirementsThe misidentification of controls and the confusion between compliance and control processes
ACPEN: Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency
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Online
2.00 Credits
PBM
Surgent's Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats
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Virtual
0.00 Credits
Core components of a cybersecurity risk management program Overview of key policies, controls, and procedures for financial organizations Applicability of global compliance standards, like the EU AI Act and GDPR, in the U.1`S. financial landscape Case studies: financial implications of breaches and mitigation strategies Best practices for integrating cybersecurity with financial reporting
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
Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
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Virtual
2.00 Credits
S corporation earnings layers Observations on earnings layers S corporation basis calculation IRC 351 transactions Four loss tiers Appreciated property distributions
Surgent's Update on the SECURE 2.0 Act
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Virtual
2.00 Credits
Mandatory automatic enrollment for new plans Part-time worker eligibility expansion Higher catch-up limit to apply at age 60, 61, 62, and 63 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 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 Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule
Surgent's Ethics for the Industry Accountant
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Virtual
0.00 Credits
Core values of being a CPA Critical thinking errors as they relate to ethical dilemmas Objectivity, professional skepticism, and subordination of judgment Professional code of ethics and conduct AICPA Ethics Codification Ethics enforcement process Impact of ethical and unethical conduct on the CPA profession Real disciplinary cases to illustrate critical points
ACPEN: Just Ask Why - Searching for Answers: Generating Solutions
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Online
4.00 Credits
The basic benefits of why The 5-15 report Curiosity and creativity
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
