Skip to main content

CPE Catalog & Events

Showing 13421 All Events Results

Individual Tax Update: Recent Developments

-

Virtual

2.00 Credits

The major topics that will be covered in this class include:2025 Tax Provision SunsetsResidential Energy CreditVirtual currency reporting and Form 1099-DAStudent loansRecent individual taxpayer case rulings

Learning to Teach "Tax" as a Second Language

-

Virtual

1.00 Credits

The major topics that will be covered in this course include:Accounting as a foreign languageCommonly misunderstood conceptsCommunicating tax mattersClient-practitioner interactionsInteracting with tax authorities

New Client Ethical Challenges: The CPAs Guide

-

Online

2.00 Credits

How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance

2025 Yellow Book Update

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Yellow Book engagements.Independence requirements in GAGAS.Quality management in Yellow Book. Common deficiencies found in Yellow Book engagements.

Surgent's Critical Issues Involving Taxation of Construction Contractors

-

Virtual

4.00 Credits

The impact of recent legislation on the construction industry How to qualify for the “small contractor exemption” and its advantages to the taxpayer Options available to the “small” contractor regarding taxation of long-term contracts How the choice of entity impacts taxation of contractors How AMT impacts the construction industry IRC §460 and “large” contractors How “uninstalled materials” impact taxation of contractors How the “look-back” rules impact contractors How the “10 percent method” can allow certain contractors to defer recognizing taxable income Critical tax planning strategies for contractors

Todd and Julie Chrisley Go to Prison

-

Virtual

2.00 Credits

Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing

How AI Is Automating Internal Control

-

Virtual

4.00 Credits

The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.

Controller Series: Insightful Financial Analysis

-

Virtual

1.00 Credits

Reasons why it's so difficult to provide an "insightful" financial analysis What is the definition of a financial analysis The six steps of a financial analysis Key takeaways

Surgent's Weekly Expert Hour

-

Virtual

1.00 Credits

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

Group Audits: Who is Responsible for What?

-

Online

2.00 Credits

Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit

Surgent's Guide to the AICPA Quality Management Standards

-

Virtual

2.00 Credits

Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM

Current Nonprofit Fraud Trends

-

Virtual

4.00 Credits

The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!

AI Revolution: The Big Picture for CPAs

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of AI and its evolution in businessDeep dive into generative AI and its applicationsImpact of AI on accounting, tax and finance sectorsFuture trends and opportunities for CPAsPreparing for the AI-driven business environment

Nonprofit Taxation Rules and Form 990

-

Online

2.00 Credits

Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive

The Ethic of Self-Esteem For Women

-

Virtual

2.00 Credits

The major topics covered in this class include:Self-Esteem: What is it?Belief systemsBenefits of High Self EsteemMinimizing traps of low Self EsteemComponents of High Self Esteem

Money Laundering Awareness for Accountants

-

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

AHI: The Mindful-CPA

-

Virtual

2.00 Credits

Mindfulness; Science of Neurology; Mindfulness Practice; Stress Management

Behind the Curtain: Exploring IRS Audit Technique Guides

-

Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries

Installment sales: Maximize Tax Benefits and Stay Compliant

-

Virtual

1.00 Credits

The major topics that will be covered in this course include:Installment sale treatment eligibilityWhen to elect out of installment sale treatmentInstallment sale of business assetsInstallment sale default and the rules for personal property versus real propertyInstallment sales and depreciation recapture

New PCAOB Quality Control Standard Overview

-

Online

2.00 Credits

Background of the new PCAOB Quality Control Standard Overview of the elements of a quality control system Examples of quality risks and potential responses Highligts of what is different between the AICPA Quality Management Standard