CPE Catalog & Events
Webcast: AI in Modern Tax Practice: Opportunity, Obligation and Application
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Zoom
2.0 Credits
The transformative impact of AI on tax practice, covering efficiency gains, evolving professional value propositions, and potential disruptions to traditional business models. A critical distinction between General-Purpose and Domain-Specific AI, highlighting inherent risks like "hallucinations" and data privacy issues associated with general-purpose tools. Comprehensive review of professional obligations under IRS Circular 230, the AICPA Code of Professional Conduct, and federal data safeguarding laws (e.g., IRC §§ 6713 & 7216, FTC Safeguards Rule). A framework for rigorous due diligence in selecting and implementing AI tools, including vendor vetting, data security, algorithmic transparency, and contractual safeguards. Practical application and demonstration of AI tools, showcasing techniques for effective research using general-purpose AI (like Google Gemini) and secure, source-grounded analysis of documents with specialized platforms (like NotebookLM). Key recommendations for firm leadership on developing AI usage policies, establishing vetting committees, implementing mandatory training, and updating Written Information Security Plans (WISPs) for compliant AI adoption.
Don Farmer's 2025 Federal Tax Update
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Phoenix
8.0 Credits
The major topics covered in this seminar include: A review of any tax legislation enacted in 2025, including potential changes to corporate and individual tax rates. Updates on FinCEN’s beneficial ownership information reporting rules and compliance requirements. Regulations modifying the required minimum distribution (RMD) rules for 2025. An analysis of 2025 developments related to energy credits, including clean energy incentives and tax credits for energy-efficient home improvements and electric vehicles. Employee Retention Credit (ERC) developments and IRS enforcement actions. Updates on 1099-K reporting rules and implementation for 2025. Emerging developments in digital assets taxation, including new IRS guidance on cryptocurrency and NFT transactions. Key new tax cases, rulings and regulations expected to have the most significant impact on individuals and businesses. IRS enforcement initiatives and compliance trends for 2025. Planning strategies for maximizing tax benefits and mitigating liabilities in light of recent legislative changes. The presentation will emphasize tax planning opportunities resulting from these recent developments.
Behind the Scenes at Scottsdale's Museum of the West
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Scottsdale
1.0 Credits
2026 AZ Tax Guide - Electronic PDF
Available Until
TBD
0.0 Credits
It includes the following sections: The Arizona Income Tax Guide is a comprehensive reference that highlights the differences between Arizona and Federal income tax law and provides references to the Arizona Revised Statutes for a more in-depth analysis. It highlights the differences between individual, corporate, partnership and trust taxes, includes tax tables, and is arranged in a way that facilitates research on any topic. The Arizona Sales and Use Tax Guide is a resource for anyone preparing or filing city sales and use tax returns. The guide details the various sales tax classifications, exemptions, deductions and rates as well as compliance, audits, refund claims and administrative appeals. The Arizona Personal Property Tax Guide provides an overview of Arizona’s personal property tax system, including exemptions, the classification structure and assessment rates, reporting, valuation and appeals. The Arizona Unclaimed Property Guide explains what unclaimed property is, reporting requirements for holders of unclaimed property, how owners of unclaimed property can claim their property and audits.
Webcast: Surgent's Fraud in Single Audits
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Webcast
4.0 Credits
Study real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations and methodologies of the fraudsters Brainstorm where things went wrong that allowed the frauds to occur without prevention or detection
Webcast: Surgent's Perplexing Financial and Economic Issues for the CFO/Controller
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Webcast
8.0 Credits
Regulatory, fiscal, and monetary policies impact on the organization Dodd-Frank Bill and impact on financial reform Health insurance reform and the impact on the employer Managing risk in an uncertain economic climate
Webcast: Surgent's The Complete Guide to Payroll Taxes and 1099 Issues
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Webcast
8.0 Credits
Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding Statutory employees, independent contractors, and possible changes to §530 relief Penalties -- Who is a responsible person? Expenses and gross-up calculations Pension issues and payroll taxes including SIMPLE plans, and §401(k) and pension distributions The Electronic Federal Tax Payment System (EFTPS) Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940 Understanding payroll tax responsibilities in the gig economy
Webcast: The Best S Corporation, Limited Liability and Partnership Update Course by Surgent
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Webcast
8.0 Credits
Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate President Trump's tax proposals - review key components of President Trump's tax agenda, 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 Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool 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 Form 1099-K reporting requirements Bonus depreciation Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12 Decentralized Autonomous Organizations (DAOs)
Webcast: Surgent's Business Writing: Professional & Effective E-mails
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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: 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: Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
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Webcast
2.0 Credits
Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
Webcast: Surgent's Tax Practitioner Horror Stories
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Webcast
2.0 Credits
Tax practitioner “horror stories” that illustrate what tax practitioners should try to avoid at all costs Avoiding malpractice lawsuits brought against tax practitioners
Webcast: Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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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: Federal Tax Update - C&S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
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Webcast
8.0 Credits
This session is a comprehensive review of the Federal business income tax provisions and tax forms/schedules that will affect the 2025 tax returns and 2026 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive business income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, as well as Pat Garverick’s Quick Reference Chart. Topics include but are not limited to: Discuss the most recent business income tax legislation passed to date including any TCJA provisions expiring after 2025 Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, §163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses Brush up on issues related to compensation, distributions, liquidations, self-employment taxes and retirement plans Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms
Webcast: Comprehensive Roth IRA Strategies Analysis 25-26
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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: Clarifying Risk Assessment - SAS 145 and Beyond 25-26
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Webcast
4.0 Credits
Assessing the risk of material misstatement Mandatory risk assessment procedures Evaluating internal controls Responding to risk assessment with appropriate audit procedures Complying with revised and expanded documentation requirements
Webcast: Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 25-26
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Webcast
2.0 Credits
Review of sample returns with illustrations of most forms of gifts How to meet the adequate disclosure requirements Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse Electing in or out of GST allocations with indirect skips
Webcast: Fraud Stories Series November 2025
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Webcast
2.0 Credits
Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management
Webcast: Surgent's Lessons Learned From Successful Companies
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Webcast
2.0 Credits
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
Webcast: Surgent's Stock vs. Asset Acquisitions of C-Corporations
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Webcast
2.0 Credits
Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired