CPE Catalog & Member Events
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Emerging Risks and Resilience - How Accounting and Finance are Leading the Way - Part 4: Managing Supply Chain Risks, Data Analytics, and Busines
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Webinar
2.00 Credits
Member Price: $89
Third-party risks Supply chain Data analytics Risk management Operational resilience
2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance
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Webinar
2.00 Credits
Member Price: $89
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
Accounting for Credit Losses – Getting to Know CECL
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Webinar
2.00 Credits
Member Price: $89
Overview of ASU 2016 13 Introduction to the CECL model Differences between CECL and prior GAAP Methods for applying CECL Application of CECL to loans Application of CECL to trade receivables Presentation requirements Disclosure requirements Coordination between accounting and finance functions
Navigating IRS Collections: The Collection Process
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service
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Webinar
4.00 Credits
Member Price: $149
Project management in tax practices Client onboarding and initiation Workflow and execution strategies Monitoring and risk management Communication and collaboration
Corporate Storytelling in Financial Reporting
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Purpose of Management Commentary (IFRS): Understanding the foundational objectivesPurpose of MD&A (AAP): SEC-mandated narrative disclosure requirementsHistorical Context: Past and present frameworks and the limitationsRecent Revisions: Key enhancements and ESG integrationPractical Examples: Real-world applications and improvementsConvergence & Guidance: Frameworks, comparisons, and implementation
Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 5: Governance, Culture, and Regulatory Risk Pressures
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Webinar
2.00 Credits
Member Price: $99
Risk Management culture Governance processes Workforce management Corporate Financial management Regulatory changes
Building Your Personal Net Worth: Invest in Your Future
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Webinar
2.00 Credits
Member Price: $89
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
What If Your Client Didn't Take Reasonable Compensation
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely
Devious Ethics: Avoiding Snakes in Suits
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Webinar
2.00 Credits
Member Price: $89
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
How to Audit: Property, Plant, & Equipment
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The foundation of auditing PP&E, including the related audit assertions, risks, & threats to the PP&E balance.The various substantive auditing procedures that staff should perform.Real world auditing examples.
Taxation of Judgements and Settlements
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Webinar
2.00 Credits
Member Price: $99
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
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Webinar
4.00 Credits
Member Price: $159
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to apply them effectively and efficiently How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
Surgent's Guide and Update to Compilations, Reviews, and Preparations
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Webinar
4.00 Credits
Member Price: $159
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 SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement Sample comprehensive engagement work programs for preparation, compilation, and review engagements
Surgent's Key Partnership and S Corporation Tax Planning Strategies
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Webinar
4.00 Credits
Member Price: $159
Timely coverage of breaking tax legislation Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits Sale of ownership interest and NIIT considerations
Conducting a Remote Audit
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Webinar
4.00 Credits
Member Price: $139
Benefits of remote auditing How to manage the team, the client, and the audit process remotely Engagement-wide procedures, from client acceptance through report issuance when remote auditing Narrow-topic considerations when remote auditing
Fraud Case Studies: 21st Century Professional Misbehavior
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Salient provisions the AICPA Code of Professional ConductExamination of actual fraudsDiscussion of internal controls that could have prevented or mitigated actual fraudsContemplation of epiphanies for your own professional scenarios.Implications for professional conduct and compliance with professional standards
Financial Statement Disclosures 26-27
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Webinar
8.00 Credits
Member Price: $329
• General requirements• Balance Sheet, income statement and cash flow• Stockholders" equity• Business combination and consolidation
How Changes in Business Methods Affects Internal Control
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Webinar
8.00 Credits
Member Price: $239
The major topics covered in this class include:How is business changing.What is driving the change and how long will it last.How specifically is an organizations control system important.What steps are needed to “keep up” with the upheaval.
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation
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Webinar
8.00 Credits
Member Price: $279
Reporting requirements for Schedules K-2 and K-3 Capital account reporting requirements Schedule K-1 reporting for §743 adjustments Schedule K-1 reporting for §704 gains and losses Comprehensive case on partnership/partner application of the business interest deduction Section 704(b) basis versus tax basis for capital accounts Detailed rules of §704 for preventing the shifting of tax consequences among partners or members Unreasonable uses of the traditional and curative allocation methods Layers of §704(c) allocations Treatment of recourse versus nonrecourse debt basis How to calculate basis limitations and the implications on each partner’s own tax return How §179 limitations affect partnership/LLC basis Regulations for handling basis step-ups under §754 elections and mandatory adjustments under §743 and §734 for partnerships that have not made a §754 election Subsequent contributions of property with §754 adjusted basis to another partnership or corporation Capital account adjustments in connection with admission of new members Special allocations and substantial economic effect LLCs and self-employment tax to members Distributions – current or liquidating, cash or property, and the substituted basis rule Termination and liquidation of an LLC