CPE & Event Calendar
For details about the CPE and event categories below, please click here.
CPA Crossings Technology Trends Update
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Virtual
8.00 Credits
Member Price: $239
One of the biggest professional challenges for CPAs, CFOs, controllers and auditors today, is keeping current with the rapid pace of change in information technology. This course explores the new and emerging technologies impacting the fields of accounting, finance, auditing and business overall. Covering the full landscape, from the ground level of personal technology devices to the 5,000-foot level of emerging mega technologies like blockchain, digital and crypto currencies, artificial intelligence (AI), data analytics, robotic process automation (RPA) and more. This presentation will provide you with the latest updates on all these mega trends. Investing a day to attend this course prepares you to actively participate in discussions with clients, colleagues, management, IT and service providers on the current state of technology and its impact on business. Particularly in our new "remote working" paradigm.
Surgent's Advanced Critical Tax Issues for S Corporations
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TBD
8.00 Credits
Member Price: $279
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
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Virtual
8.00 Credits
Member Price: $299
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real-world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
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Virtual
8.00 Credits
Member Price: $299
This is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort with this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.
Surgent's The Complete Guide to Payroll Taxes and 1099 Issues
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Virtual
8.00 Credits
Member Price: $279
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099, and related compliance issues.
FASB ASC 842, Leases: A Deep Dive into Implementation Issues
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Virtual
2.00 Credits
Member Price: $89
Explore the practical implementation challenges and complexities within FASB's Accounting Standard Update for Leases (ASC Topic 842), including key differences between ASC Topic 842 and ASC Topic 840, practical expedients, remeasurement triggering events, transition entries, and options. This session will go beyond the basics and include examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event
Practical Excel Topics for CPAs
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Virtual
2.00 Credits
Member Price: $89
This program will introduce useful features of Excel, with a focus on workbook structure, navigating within workbooks, understanding how to use formulas, formatting, and other introductory concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Taking Advantage of Like-Kind Exchanges
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Virtual
2.00 Credits
Member Price: $99
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of sale known as a "like-kind exchange." Knowing how and when to utilize this provision makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals that could impact the future of this provision.
Ethics: Get Rich, Lose Weight, and Enjoy True Love
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Virtual
2.00 Credits
Member Price: $89
The title of this webinar is NOT a joke. If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents, your business will prosper, you will take better care of yourself and lose that weight, and either find or keep the love of your life. However, you are the one that will have to do the work, day in and day out. All Bruce can do is show you the way. If you are willing to commit (or renew your commitment) to leading your business and your personal life with ethical intelligence, this is the perfect webinar for you. The work you put in during and after the webinar will help to make you a better CPA and a better person. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Four Levers to Drive Partner Unity and Accountability
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Virtual
2.00 Credits
Member Price: $89
As firms drive growth in the uncertain economy, most have turned their focus to improving partner performance and accountability. In this session, we'll explore the four levers that drive partner performance to help you identify areas where you can improve your personal performance and the performance of your partner team. Leave this session inspired to drive partner behavior and performance with concrete strategies to achieve it! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethical Responsibilities for CPAs: Ethics 2023
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Virtual
4.00 Credits
Member Price: $159
Keep current on ethical requirements imposed by standards-setting organizations and legislative action. Discuss regulatory, legal and ethical requirements affecting the profession. Take a pragmatic approach to ethics, recognize potential regulatory problems, and avoid liability.
Estate Planning Strategies Using Irrevocable Trusts 2023
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Virtual
6.00 Credits
Member Price: $239
With 2026 just around the corner, one of our clients' top concerns is the possible reduction of the $12.92 million transfer tax exclusion to a lower amount. Many advisers are turning to irrevocable trusts to take advantage of the currently high exclusion and freeze their estates. This course will analyze the advantages and disadvantages of using a wide variety of noncharitable trusts, such as spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts.
Audit Standards Update: Clarifying Risk Assessment 2023
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Virtual
8.00 Credits
Member Price: $299
Recognize the impact of AICPA's Clarity Project for audits. Determine the impact on your practice. Identify additional procedural changes requiring firm implementation. With peer review results in and more than a few years' worth of experience under the profession's collective belt, it's time to fine-tune the implementation of the risk assessment standards; designed to eliminate the connect-the-dots methodology of checklist auditing and add critical thinking back into the audit process. They remain a problem area for many firms, resulting in engagement and peer review deficiencies. Updated for the AICPA Clarity Standards that expanded the risk assessment methodology to new additional audit areas. Break down this complex and misunderstood subject with an easy-to-understand approach.
Federal Tax Update: Comprehensive Individual Tax-Form 1040 2023
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Virtual
8.00 Credits
Member Price: $299
This course is a comprehensive overview of critical Federal tax law updates resulting from changes to current laws, regulations and court cases impacting individual taxation. We will also review recent modifications to tax forms, small business tax law and administrative updates, retirement plan changes and tax practice and procedures. We will also explore the impacts of the Consolidated Appropriations Act of 2021 (CAA), the American Rescue Plan of 2021 (ARPA) and other legislative changes.
Revenue: ASC Topic 606 in Depth 2023
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Virtual
8.00 Credits
Member Price: $299
This course provides in-depth coverage of ASC Topic 606, Revenue from Contracts with Customers. Since ASC Topic 606, Revenue from Contracts with Customers, has now been adopted by most entities, it is time to review the topic, including any recently issued updates. Excerpts from publicly traded companies' recent disclosures on Revenue are also reviewed and discussed.
Partnerships: How to Calculate Partner Basis
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Virtual
2.00 Credits
Member Price: $89
A detailed analysis of the calculations related to determining a partner's tax basis for a partnership interest. How to use the Form 1065 and Schedule K-1 information for basis determination will be reviewed. An illustrated example with filled in forms will demonstrate how the process works, including its many potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Individual and Financial-Planning Tax Camp
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Virtual
8.00 Credits
Member Price: $299
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. This material is continuously updated for recent legislation impacting individual taxpayers.
Steps to Stop External Fraud
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Virtual
2.00 Credits
Member Price: $89
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 405: Designing Internal Controls for Smaller Entities
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Virtual
2.00 Credits
Member Price: $89
Internal Controls to Mitigate Financial Reporting Risk - Designing Stronger Internal Controls for Small or Mid-Size Entities provide practical analysis and tips for how a reporting entity can manage financial reporting risk in an effective and efficient way. Internal controls are applied within an organization to satisfy objectives related to operations, compliance, and financial reporting. This module will also differentiate the auditor's responsibilities for internal controls under Sarbanes Oxley, Government Auditing Standards and Single Audit Act requirements. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has responsibilities for designing or evaluating the design of internal controls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics: Human Capital Reporting and DEI for Accountants
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Virtual
2.00 Credits
Member Price: $89
The course provides a concise overview of human capital reporting and Diversity, Equity and Inclusion (DEI) programs - an emerging system of disclosure standards and semi-standards in the United States and around the world. Diversity is the presence of differences within a given setting. Equity is the process of ensuring that processes and programs are impartial, fair and provide equal possible outcomes for every individual. Inclusion is the practice of ensuring that people feel a sense of belonging in the workplace. While individual accountants might differ in their opinions over the relative importance of or even the necessity for DEI initiatives, practitioners are under increasing pressure from regulators, consumers, investors, employees, and other stakeholders to measure and attest to all kinds of human capital data. Participants will walk away with an increased situational awareness of human capital and DEI reporting, and a social governance starter strategy. This can be used immediately to develop a more inclusive internal culture that values differences. It can also help bring together the perspectives of individuals from diverse backgrounds, life experiences, preferences, and beliefs, and improve outcomes for your clients, people, and communities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.