Skip to main content

CPE Catalog & Events

Showing 13319 All Events Results

The Role of Internal Audit in Operational Audits

-

Online

2.00 Credits

The important role of operational audits  Best practices for designing and performing operational audits Identifying causes of operational issues and risk exposures Developing solutions to enhance the operational performance of business activities, processes, and resourced deployed across the organization Delivering clear, transparent, and objective audit reports to convey critical information 

Best Non-Google Search Tools for Accountants

-

Virtual

2.00 Credits

The major topics that will be covered in this class include:Why Advanced Search Skills Are So Critical for AccountantsWhy You Need More than Google to Search the InternetGARP: Generally Accepted Research PrinciplesAlternatives to GoogleAdvisory SearchSocial SearchSpecialty searchSearch Engine resourcesWhat's Ahead in Search

Surgent's Mastering Client Management for Accounting and Finance Professionals

-

Virtual

2.00 Credits

The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice

Mastering Microsoft 365 Copilot for CPAs

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of Microsoft 365 Copilot featuresAutomating tasks with AI assistanceEnhancing content creation and data analysisCollaboration tools powered by AIBest practices for maximizing Copilot's benefits

CFO Solutions to IRS Problems

-

Virtual

4.00 Credits

The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.

Creating an Ethical Work Environment

-

Virtual

2.00 Credits

Ethical Values and PrinciplesHuman Factors impacting ethical choicesProfessional and organizational responsibilities in creating an ethical work environmentTools for ethical decision making

Will Your Ethics Be Burned by Burnout?

-

Virtual

2.00 Credits

The major topics covered in this class include:Explore the effects of crisis and burnout on ethical decision-makingDefine the stressors, pressures, and biases that can lead good people to make less than optimal choicesDiscuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teamsLearn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope

Yellow Book Ethics

-

Online

2.00 Credits

Ethics Accounting & Auditing Yellowbook

IRS Penalties and Abatements

-

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

How SAS Nos. 134-145 Improve Risk-Based Audits

-

Virtual

4.00 Credits

The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145

Forensic Data Analytics Supercourse for Fraud Prevention and Detection

-

Online

8.00 Credits

Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology

The Leadership Skills of Tomorrow: Delegate and Listen

-

Virtual

2.00 Credits

The major subjects that will be covered in this course include:Three levels of listeningStrategies to remain focusedBuilding trust through listeningTactics to practice the Titanium RuleDelegating with confidenceEstablishing an accountability system

New Quality Management Standards: Resources - Expectations for Firms and Engagement Partners

-

Virtual

1.00 Credits

Quality management Peer review Audits Risk assessment

Advanced Excel for Staff - Build Reports and Analyze Data

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Building Reports Workflow: Understand the steps for creating professional and functional reports.Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. Format and Structure Report: Use formatting tools to create visually appealing and structured reports.Review and Validate: Verify data accuracy and troubleshoot potential errors.Share the Report: Learn methods for distributing reports effectively within your organization.

Section 199A Rules and Forms Reporting

-

Online

2.00 Credits

A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Self-rental rule for 199A compared to self-rental rule for passive activities Differing impact on the sole proprietorship, partnerships and S corporations Forms reporting in Form 8995 and Form 8995-A 199A flowchart

Surgent's Business Writing: Professional & Effective Emails

-

Virtual

2.00 Credits

Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails

Surgent's Top Business Tax Planning Strategies

-

Virtual

2.00 Credits

Use of the budget reconciliation process to enact major tax legislation Whether the Tax Cuts and Jobs Act of 2017 expires after 2025 Elimination of income taxation on tips, Social Security payments, and overtime Changes in marginal tax rates after 2025, including 15% rate on corporations for domestic manufacturing Section 163(j) — deduction limitation based on EBIT rather than EBITDA Various tariff proposals ranging from 10% to 200% Reinstatement of 100% bonus depreciation Changes in research and development expensing Increased tax-free benefits for commuting, health, and child care

Surgent's Federal Tax Update

-

Virtual

4.00 Credits

Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting

-

Online

8.00 Credits

Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services

2025 AICPA Regulatory Ethics Update

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.