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CPE Catalog & Events

All Events 10344 Centennial Events 0 Conferences 3 GWSCPA Originals 5 On Demand 0 Section Meetings 0 Webinars 10341

Showing 3861-3880 of 10344 Results (Page 194 of 518)

ACPEN: Stop Loss & Contract Review: Protecting Your Plan and Your Bottom Line

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Online

2.00 Credits

Stop Loss TPA PBM Point Solutions

Surgent's Adapting to OBBBA Changes: A Strategic Review

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Virtual

2.00 Credits

Business losses The SALT cap Implementing Section 1202 changes Form 1099 reporting changes Business meals Health care–related issues Family and medical leave Other crucial OBBBA provisions

Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security

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Virtual

0.00 Credits

Email fraud Phishing attacks Cloud security risks Cyber insurance Securing remote work environments

Surgent's The Accountant as the Expert Witness

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Virtual

2.00 Credits

Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation, and professional liability cases Credibility as a witness

The CPA's 2026 Guide to Cryptocurrency and Blockchain

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Blockchain technology primerCryptocurrency technology primerUpdate on the cryptocurrency marketplaceCryptocurrency exchanges - the good, the bad and the uglyOverview of cryptocurrency taxation and legislationSmart contracts - what they are and how they work 

Surgent's Tax Update for Client Advisory Services

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Virtual

4.00 Credits

Common tax deadlines and penalties Employee Retention Credit – new developments Beneficial ownership information reporting Bonus depreciation changes Form 1099 reporting and changes Online accounts and IP PINs Virtual currency updates Green energy credit compliance

ACPEN: Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer

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Online

4.00 Credits

AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation

Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area

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Virtual

4.00 Credits

Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney  Pet Trusts – the emerging necessities State, county, and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets

ACPEN: Transition from SSAE 16 to SSAE 18

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Online

1.00 Credits

SSAE 18 Intent Impact of Change Subservice Organization Modifications of SSAE 18 Monitoring Risk Assessment Complimentary Controls Evidence

Surgent’s Weekly Expert Hour

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Virtual

1.00 Credits

Each week’s topics will change based on the most critical issues affecting financial professionals

ACPEN: Effective Manager - Traits and Skills

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Online

2.00 Credits

Management Leadership

Ethics: 10 Crucial Qualities of High Character CPAs

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Virtual

2.00 Credits

The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so

Enterprise-Wide Risk Management in Accounting and Finance

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.

AICPA Town Hall Series (11/12/2026)

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Virtual

1.00 Credits

Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities

ACPEN: Claims Management Essentials: Cost-Saving Strategies for Employees and Employers

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Online

2.00 Credits

Medical Claims

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

Surgent's Review and Analysis of Crucial OBBBA Changes

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Virtual

2.00 Credits

Changes to the standard deduction Senior deduction Deduction for auto loan interest Estate tax changes and the portability option Tax consequences associated with investing in revised opportunity zones Full expensing of domestic R&E Individual and corporate charitable contributions Wagering losses Student loan discharges Taking advantage of scholarship granting organizations (SGOs) Dependent care assistance program Other crucial OBBBA provisions

ACPEN: Professional Skepticism for the Public Accountant

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Online

1.00 Credits

Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset

ACPEN: Federal Disasters - How to Deduct Personal Casualty Losses

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Online

1.00 Credits

Federal Disaster Relief Act provisions enacted in December, 2024 and July, 2025 Comparison of personal use casualties with business/investment casualties When to claim casualty losses How to postpone casualty gains Filled-in forms examples Time limits for amended returns 

ACPEN: Managing Generational and Cultural Variances

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Online

1.60 Credits

Management Leadership Cultural Variances Generational Variances