CPE Catalog & Events
ASCPA Women's Collective
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Phoenix
3.0 Credits
Bring a Bestie & Save! The ASCPA Women’s Collective is all about connection — and connections are even stronger when shared with a friend. That’s why we’re excited to introduce our Bring a Bestie Discount! When you register for this Women’s Collective Event and bring along a friend in the finance profession, you’ll both receive $15 off your registration — no matter your membership status. It’s the perfect opportunity to: Share this empowering event with a colleague or friend Build your professional network together Celebrate women making an impact in finance How to Claim Your Discount: Register for the event. Fill out the Bring a Bestie form and email it to ascpacpe@ascpa.com. If you’ve already registered and paid, don’t worry — we’ll refund the discount back to you once your form is received. Seats are limited — grab your bestie and join us!
Surgent's Top Individual Tax Planning Strategies
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Webcast
2.0 Credits
Extension and enhancement of reduced rates and the standard deduction The temporary senior deduction Extension and enhancement of increased Child Tax Credit Extension and enhancement of increased estate and gift tax exemption amounts Contributions to ABLE accounts and benefitting from the Saver’s Credit Increased SALT deduction Deduction for car loan interest Using Trump Accounts Extension and enhancement of paid family and medical leave credit Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit Tax credit for contributions of individuals to scholarship granting organizations Additional expenses treated as qualified higher education expenses for purposes of 529 accounts Individual charitable contributions Health savings account related tax changes
Surgent's Essential Depreciation and Expensing Update
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Webcast
4.0 Credits
New bonus depreciation and §179 changes under the One Big Beautiful Bill Act (OBBBA) Resolved technical glitches for qualified improvement property Detailed coverage of §179 expense elections and §168(k) bonus or additional first-year depreciation – maximizing deductions, definitions, limitations, and qualified property Sales of property and the depreciation recapture rules (§1245, §1250, unrecaptured §1250 gain for real estate, §291 for corporations) MACRS depreciation – finding the proper method, convention, and recovery period Listed property and the current limitations Amortization of startup, organization, and other expenditures AMT depreciation adjustments and how to avoid them Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
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Webcast
8.0 Credits
Developing issues related to the Yellow Book and single audits Key AICPA developments affecting audits of governments and nonprofits The implementation of GASB No. 103 on financial reporting model improvements GASB No. 104 addressing disclosure of certain capital assets Impacts of recently applied governmental standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events) The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value The advantages, challenges, and best practices for effectively presenting a measure of operations
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Webcast
8.0 Credits
Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus Depreciation made permanent Increased §179 deduction Changes to §174 R&E Expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion Excess Business Loss Limitation Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Partnership Distributions, Form 7217, and S Corporation Redemptions Thinking beyond §163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Timely coverage of breaking tax legislation Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Decentralized Autonomous Organizations (DAOs)
Webcast: ACPEN: Individual Tax Update 2026: Cases, Rulings & Real-World Impact
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Webcast
2.0 Credits
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow
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Webcast
2.0 Credits
How to optimize cash flow Qualitative evaluations: core earnings and sustainable growth Quantitative evaluations: liquidity ratios Increasing customer base vs. payment terms Business cycle and cash Behavioral finance biases Managing head count Other potential areas of excess cost
Webcast: ACPEN: SSARS Essentials: Best Practices for Review, Compilation, and Preparation Engagements
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Webcast
4.0 Credits
The SSARS landscape Review engagements Compilation engagements Preparation engagements Selecting from the menu of SSARS engagements AICPA quality management standards Independence and other ethical considerations Considerations when changing the level of service Pitfalls to avoid Best practices to adopt
Webcast: K2's Improving Productivity With Microsoft 365 Cloud Tools 26-27
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Webcast
4.0 Credits
Understanding the Cloud-based options available in a Microsoft 365 environment
Webcast: ACPEN: Finding the Right Fit: An Exploration Financial Reporting Options for SMEs
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Webcast
4.0 Credits
Unique needs of SMEs The menu of available frameworks Exploration of specific SPFs U.S. GAAP provisions for SMEs Considerations when selecting a framework Audit, review, and compilation implications Pitfalls to avoid Best practices to adopt
Webcast: ACPEN: Business Tax Update 2026: Compliance and Planning
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Webcast
2.0 Credits
Update on significant business tax developments related to cases and rulings Business provisions of any recent legislation impacting business entities Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S
Surgent's Annual Update for Defined Contribution Plans
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Webcast
2.0 Credits
Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence
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Webcast
2.0 Credits
What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT – what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools
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
Webcast: ACPEN: Schedule C of Form 1040
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Webcast
2.0 Credits
When Schedule C applies Cash v. Accrual method Typical business deductions Business vehicle expenses Section 179 and bonus depreciation
Webcast: ACPEN: Tax Procedure
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Webcast
2.0 Credits
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
Webcast: ACPEN: Can You Really Do That With AI?
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Webcast
1.0 Credits
AI fundamentals AI tools you already own Analyzing data using AI AI risks and concerns
Webcast: ACPEN: Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
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Webcast
1.0 Credits
Communications Self-Awareness Leadership
Surgent's Coaching Skills for Managers and Supervisors
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Webcast
4.0 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