CPE Catalog & Events
A Guide to Sampling - Part 2
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Webinar
2.00 Credits
Member Price: $89
Auditing Yellowbook
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry
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Webinar
2.00 Credits
Member Price: $89
Do conflicts of interest matter? Are we aware of common conflicts of interest? What does the Code of Professional Conduct require? How to recognize Conflicts of Interest? Ethical issues regarding competence and gifts and entertainment Trade-offs involved in dealing with conflicts of interest? Suggestions on how to avoid conflicts of interest.
How AI Fits into the Accounting World
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:An overview of AI constructs.How artificial intelligence is being used by accountants today.Accounting-centric AI developments on the horizon.
Take Command of your Time
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Webinar
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
Accounting and Auditing for the Construction Industry 26-27
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Webinar
4.00 Credits
Member Price: $175
• Illustrative computations for revenue recognition• Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry• Application of "risk-based" audit model to contractors• The "Lookback" analysis and the contractor's estimating reliability• Practical approach to auditing contracts completed and in progress• Numerous computations and alternative approaches• Independent Contractor qualifications
Federal Tax Update: Individual Form 1040 26-27
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Webinar
8.00 Credits
Member Price: $329
• Review of recent federal legislation and administrative rulings• Review of recent modifications to tax forms• Review of small business tax law and administrative update changes• Review of retirement plan changes• Overall review of tax practice and procedures
Fundamentals of 1031 Exchanges 26-27
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Webinar
8.00 Credits
Member Price: $329
• Statutory framework for 1031 exchanges• Business and investment property characterization• Deferred exchange rules and techniques• Exchange mathematics: boot, gain and basis• Reporting for failed exchanges (over two tax periods)• Improvement, reverse and non-safe harbor exchanges• Partnership and TIC issues: IRC Sec. 761
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Webinar
8.00 Credits
Member Price: $299
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Ethics, Education and AI; Can Thy Coexist?
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Webinar
1.00 Credits
Member Price: $39
How has AI has instigated a ‘war’ in education? Has cheating increased? Are the students being ethical? Are the institutions being ethical? How money exaggerates the ethical dilemma? Which is more dangerous, using AI in education or not? What should be done with professionals, e.g., CPAs, who use AI for CPE?
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance Procurement Operations
Mining Your Firm Client Database for Revenue
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.Using the data you already own and relationships you have already built to drive smarter growth.
Relationship Networking: The Art Of Conversation
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Webinar
1.00 Credits
Member Price: $39
Networking Replatinship Management
Maintaining a Harmonious Working Environment
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Webinar
1.00 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments Scripts for addressing potential and actual sexual harassment situations Consensual relationships between leaders and their subordinates Effective violence prevention measure Survival tactics in active violence situations
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Webinar
1.00 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
The Controllers Role in Data Analytics and Big Data
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Webinar
1.50 Credits
Member Price: $79
Accounting Finance Financial Statements
Sarbanes-Oxley Overview
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Webinar
1.50 Credits
Member Price: $79
Sarbanes-Oxley Compliance
Applying the New Expected Credit Loss Model
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Webinar
2.00 Credits
Member Price: $89
Principles behind the new expectation credit loss model Acceptable methods for evaluating expected credit loss for certain financial instruments Enhanced disclosure requirements common for nonpublic entities
Form 1120S - Preparation and Analysis
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Webinar
2.00 Credits
Member Price: $89
S corporation taxation fundamentals Income and deductions for S corporations Shareholder basis calculation Reporting requirements for Form 1120S Advanced tax planning strategies
OBBA of 2025: Business Overview
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Webinar
2.00 Credits
Member Price: $89
An overview of provisions of existing law extended or made permanent without substantial change, including qualified opportunity zones Provisions of existing law extended or made permanent with substantial change, including bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses, and cash method of accounting New law provisions applicable to businesses, including bonus depreciation of nonresidential real estate Repealed existing law, including the commercial clean vehicle credit and electric car charger credit
2026 Fall Tax Rewind
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Webinar
2.00 Credits
Member Price: $89
Current tax landscape updates relevant to return preparation Tax practice and procedures, best practices, and common pitfalls Recent IRS guidance and reminders affecting practitioner workflows