CPE Catalog & Events
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
-
Webcast
2.0 Credits
The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0 Key factors for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA How to determine which employees must be covered
Webcast: ACPEN: 2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance
-
Webcast
2.0 Credits
2024 Yellow Book revisions and implementation updates Quality management and key audit role changes GAO implementation delay and audit planning implications Green Book updates and internal control considerations 2024 Uniform Guidance overhaul Single Audit requirement updates AICPA GAS/Single Audit Guide (Appendix B) changes
Webcast: ACPEN: Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service
-
Webcast
4.0 Credits
Project management in tax practices Client onboarding and initiation Workflow and execution strategies Monitoring and risk management Communication and collaboration
Webcast: ACPEN: Consulting Services Secrets
-
Webcast
1.0 Credits
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
Webcast: Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority 26-27
-
Webcast
2.0 Credits
What is fiduciary duty, and how does it apply to a trustee or personal representative" What are the state statutory accounting rules, and where can you find them" What is fiduciary accounting income" What is fiduciary account principal" How does fiduciary accounting impact fiduciary taxation?
Webcast: ACPEN: Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statement
-
Webcast
4.0 Credits
Differentiating risks faced when performing nonaudit services, such as 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
Webcast: Governmental & Not for Profit Fraud 26-27
-
Webcast
4.0 Credits
Review real-world examples of fraud schemes perpetrated against governments and not-for-profits, including misappropriations of cash, grant frauds, vendor frauds, inventory thefts, and payroll frauds Understand and recognize fraud risk and fraud indicators Consider types of fraud prevention programs
Webcast: How to Review Financial Statements 26-27
-
Webcast
4.0 Credits
Practice reviewing financial statements Financial statement case studies
The Best Individual Income Tax Update Course by Surgent
-
Webcast
8.0 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
Webcast: ACPEN: Risk Assessment of IT Systems
-
Webcast
1.0 Credits
Overview of SAS 145 Risk assessment requirements Role of IT in audit planning Understanding IT environments Identifying IT risks Areas of concern in IT systems Impact of IT risks on the audit
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
-
Webcast
2.0 Credits
Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning
Webcast: Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 26-27
-
Webcast
2.0 Credits
Setting up a chart of accounts Reviewing the estate plan Distinguishing between "income" and "principal" Understanding the relationship of fiduciary accounting to fiduciary taxation
Surgent's Mastering Accounting for Income Taxes
-
Webcast
4.0 Credits
The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Finalized and proposed changes to ASC 740, including ASU 2023-09, CAMT, and global tax transparency initiatives
Webcast: ACPEN: The FASB Conceptual Framework
-
Webcast
2.0 Credits
Purpose and structure of the FASB Conceptual Framework Recognition and derecognition criteria Measurement concepts and approaches Qualitative characteristics of useful financial information Elements of financial statements Footnote disclosure requirements Relationship between the framework and standard-setting Practical application of the framework in accounting decisions
Webcast: ACPEN: What's Going on at the AICPA (2026/27)
-
Webcast
2.0 Credits
AICPA audit and attestation developments Next phase of quality management Monitoring and remediation responsibilities SSAE No. 24 and SSARS No. 26 updates Exposure drafts on confirmations and fraud SAS No. 149 and group audit implications
Surgent's Business Writing: Professional & Effective Emails
-
Webcast
2.0 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
Webcast: ACPEN: K2’s Best Word, Outlook, And PowerPoint Features
-
Webcast
4.0 Credits
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
Webcast: Nonprofit A&A Standards Update and New Developments 26-27
-
Webcast
2.0 Credits
Pledges and contributions Restrictions and conditions Special concerns with governmental funding Donated goods and services Special events Revenues earned through sales and services to customers
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
-
Webcast
4.0 Credits
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Identify and develop practical controls to prevent and detect fraud Tailor controls to the size and fit of the government or nonprofit
Webcast: K2's Excel PivotTables for Accountants 26-27
-
Webcast
8.0 Credits
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables