CPE Catalog & Events
Surgent's Exploring Business Valuation Fundamentals
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Webcast
2.0 Credits
What does value mean? Technical vs. fundamental analysis Intrinsic value Other discounted cash flow models Assumptions in the Gordon Growth Model Valuations using free cash flows Residual income model Enterprise value Value in mergers and acquisitions Small business valuations and discounts Advanced valuation models
Webcast: FASB & AICPA Update for Tax Professionals (Highlights) 26-27
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Webcast
2.0 Credits
Broadly applicable ASU effective in 2025 and beyond Significant recent SAS
Webcast: Metrics Management: Choose and Use Key Performance Indicators 26-27
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Webcast
8.0 Credits
Link long term strategy to short term financial plans Use benchmarking to determine what performance should be
Webcast: Tax Planning for Sole Proprietors & Other Business Owners 26-27
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Webcast
8.0 Credits
An overview of the business-related tax changes in the One Big Beautiful Bill Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction Avoiding the at-risk and passive activity loss limitations Making the right business entity election In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know
Webcast: Tax Basis Financial Statements 26-27
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Webcast
2.0 Credits
Tax basis financial statements presentation and disclosure Reporting on tax-basis financial statements
Surgent's Annual FASB Update and Review
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Webcast
4.0 Credits
Private company standard-setting activities Recent FASB Accounting Standards Updates (ASUs), including those addressing financial instruments, credit losses under ASC 326, government grants, and business combinations Non-GAAP financial measures ASC 842, Leases ASC 842 final PIR report findings
Surgent's Tax Update for Client Advisory Services
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Webcast
4.0 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
Surgent's Successful Communication
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Webcast
4.0 Credits
The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions Action plan to apply techniques in the workplace for communication success
Surgent’s Weekly Expert Hour
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Webcast
1.0 Credits
Each week’s topics will change based on the most critical issues affecting financial professionals
Surgent's Real Estate Taxation: Critical Considerations
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Webcast
4.0 Credits
The impact of recent tax legislation on the real estate industry Depreciation and recapture Determining the basis when acquiring real estate Passive activity losses Calculation of gain or loss on sale of real estate Rental operations Installment sales
Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp
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Webcast
4.0 Credits
How to find unrelated buyers of a business Maintaining control of the business succession process Turning over the reins to family members: when to give up control Finding the right team to sell a business Options for selling a business to an unrelated party Options for selling a business to family members Options for selling a business to employees Overcoming the emotional attachment to a business Selling to family members for a life annuity Using family partnerships and trusts to transfer a business
Surgent's The One Big Beautiful Bill Act (OBBBA): What You Need To Know
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Webcast
4.0 Credits
The $6,000 senior deduction The QBI deduction Changes in the estate tax Wagering losses The SALT cap Tips, overtime, and car loan interest 1099 changes Trump Accounts Investments in students and education Bonus and Section 179 changes, including depreciation for qualified production property Full expensing of domestic research and experimental expenditures Changes in the deduction of business interest and business losses Renewal of Opportunity Zones Individual and corporate charitable contribution changes Expansion of Section 1202 stock Termination of credits for environmentally clean autos and expenditures Many other individual and business income tax changes contained in the OBBBA
Surgent's Annual Accounting and Auditing Update
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Webcast
8.0 Credits
Recently issued FASB Accounting Standards Updates, PCC Update, and items on the FASB’s Technical Agenda Recently issued ASUs covering derivatives, credit losses under ASC 326, government grants, and expense disaggregation FASB Final PIR Report for Leases (Topic 842) Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Proposed SAS on the auditor’s responsibility relating to fraud Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters
The Best Federal Tax Update Course by Surgent
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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 Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions 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 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: Comprehensive Roth IRA Strategies Analysis 26-27
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Webcast
2.0 Credits
Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth
Webcast: Form 5500 Annual Update 2026
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Webcast
4.0 Credits
Forms 5500, 5500SF and 5500EZ Form 5500: nuances and schedules Reporting and disclosing compliance issues Reporting delinquent contributions Failure to file
Webcast: International Tax Forum - May 2026
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Webcast
1.0 Credits
Various tax topics from a legal perspective International, Federal and State tax matters
Webcast: Agentic AI for CPAs: Automate Workflows With Intelligence 26-27
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Webcast
2.0 Credits
Introduction to agentic AI concepts and terminology
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
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Webcast
2.0 Credits
Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans Defined benefit plans and cash balance plans
Surgent's Going Out on Your Own: Entity Types and Accounting Methods
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Webcast
2.0 Credits
Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations – S vs. C Double taxation