CPE Catalog & Events
Surgent's A Guide to Nonqualified Deferred Compensation
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Virtual
2.00 Credits
The basics of nonqualified deferred compensation (NQDC) NQDC compliance Taxation of NQDC plans Types of NQDC plans Financing/funding NQDC plans Planning strategies
Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes
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Virtual
2.00 Credits
Section 1402(a)(1) exclusions from the definition of self-employment income Application of the SE tax to members of limited liability companies Taking a self-employed owner's health insurance deductions against self-employment tax How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax How hiring a spouse and/or child helps reduce self-employment tax Differentiating between income treated as self- employment income and income that is not self-employment income
Independence for Auditors - AICPA, PCAOB, GAO & DOL
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Online
4.00 Credits
Auditing Yellowbook AICPA, GAO, DOL and PCAOB
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.
Preparing and Reviewing Workpapers - Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
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Online
8.00 Credits
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation
Mastering Partnership Basis: Inside and Outside Basis
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Explain the use of both "inside" and "outside” basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process.
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
AI Ethics 2025 (VBOA-Approved)
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Virtual
2.00 Credits
Ethical principles of AI usage. Strategies for ethical decision making. Compliance and governance in AI adoption. Balance of innovation and responsibility.
CFO Series: Insurance- How to Manage Your Insurance Program?
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Virtual
2.00 Credits
The major topics that will be covered in this course include:How are risks managed?What is risk transfer?What does an insurance broker do, how do we choose a broker, and how should we pay them?What can insurance protect against?Deductibles, self-insurance, and captives.Issues affecting different classes of insurance regarding claims and accessibility.Actions you need to take in addition to securing insurance.Umbrella policies and how they attach above the primary.
Common Deficiencies in SSARS Engagements
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Online
4.00 Credits
Auditing Yellowbook SSARS
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
Fringe Benefits & Compensation Planning - Today and Beyond
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Online
8.00 Credits
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
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.
Disrupt to Dominate: Mastering Change Leadership
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Virtual
4.00 Credits
The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios
Guide to Preparing Form 1041 for Estates and Trusts
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Online
4.00 Credits
Current rates and brackets Calculating a trust's AGI Filing requirements, deadlines and penalties 3.8% Medicare surtax on net investment income (NII) Simple vs. complex trusts Grantor Trusts: Four options to report activity Section 643 (g) Election Taxable income of trusts, estate and beneficiaries
Ethics and Civility in the Workplace
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Virtual
2.00 Credits
The major topics that will be covered in this course include:What is civility and how it is tied to the bottom line?Principles of CivilityGiving the Benefit of the DoubtInclusivityCommunication Review of ethical values and principles with an emphasis on:RespectCourageCompassionHonor Accountability
Global Internal Audit Standards (GIAS) Domain IV - Part 2
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Online
2.00 Credits
Internal audit Standards GIAS Accounting Auditing
How to Audit Expenses & Payables
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The basics of auditing expenses.Accrued liabilities and other payables.Relates audit assertions, risks, and threats to the expenses and payables balances.Substantive auditing procedures to peform.
Money Laundering Awareness for Accountants
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
Surgent's Coaching Skills for Managers and Supervisors
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Virtual
4.00 Credits
The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance
