CPE Catalog & Events
Surgent's Unlimited Plus Webinar Package
Available Until
TBD
0.00 Credits
Member Price: $675
Surgent's Unlimited Self- Study Package
Available Until
TBD
0.00 Credits
Member Price: $389
Surgent's Unlimited Webinar Package
Available Until
TBD
0.00 Credits
Member Price: $525
Utah Laws & Rules 2024 - On Demand
Available Until
Webinar
1.00 Credits
Licensing Continuing Professional Education Exemptions from Licensure Emeritus Status Unprofessional Conduct
ESOPs as a Succession Strategy
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Webinar
1.00 Credits
Member Price: $39
Succession Planning Employee Benefits Tax Advantages
Quick Confidence with Alteryx: A CPA's Path to Data Mastery 2024
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Webinar
1.00 Credits
Member Price: $49
Alteryx terminology The complimentary relationship between Alteryx and Excel Importing data into Alteryx: an introduction to the Input Data Tool The Select Records Tool The Dynamic Rename Tool The Output Data Tool
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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Webinar
1.20 Credits
Member Price: $39
Health and Wellness Burnout Stress Management Employee Engagement
Auditing Standards & Audit Quality 2024
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Webinar
2.00 Credits
Key Upcoming Accounting Standards Update (ASU) Adoption Dates FASB Agenda PCC Activity & Standards New Risks Recent ASU's in the last year
Moving Beyond the Basics of Excel
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Using formulas to manipulate and transform dataUsing formulas and reference formulas such as =VLOOKUPUsing pivot tablesUnderstanding Solver to perform multivariate analysis
Surgent's Excel: Mastering PivotTables
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Webinar
2.00 Credits
Member Price: $99
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Are You Ready for Your Peer Review?
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Webinar
3.00 Credits
Member Price: $166
Peer review process and timeline. Quality control standards overview. Enhancing Audit Quality initiatives. Common issues identified in peer review and how to prevent them Best practices to prepare for your firm's peer review Peer Review resources and tools
The Power of a Good Story!
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Webinar
4.00 Credits
Member Price: $129
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
The Art of Engaging in Difficult Conversations
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Webinar
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Awareness of your mindset entering the conversationTactics to build a pool of meaningClarity around story tellingBiggest mistakes to avoid
Next Steps Series - Greatness: Building a Productive, Resilient Workforce
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Webinar
1.00 Credits
Member Price: $75
Hiring the "best fit" for tough jobs at all levels Cloning your top performers Motivating and managing for the long term Feedback for all generations How to manage millennials High performers The employee/employer relationship Core values highly regarded by all generations
Tech Talk - Modernized IT Infrastructure
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Webinar
1.00 Credits
The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room
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Webinar
1.50 Credits
Member Price: $59
Public speaking Presentation Skills Communication Leadership
Audit 404: Maximizing Analytic Procedure Evidence on Audits
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Financial statement analysis, and communicating insights to financial statement usersImproving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatementDeveloping plausible expectations for comparison to actual financial resultsDetecting earnings management and other risks through analytic procedures
Surgent's A Complete Guide to Offers in Compromise
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Webinar
2.00 Credits
Member Price: $119
Legislative history American Jobs Creation Act of 2004 and changes to IRC Section 6159 Comprehensive coverage of the three main types of OIC Doubts as to collectability (DATC) Doubts as to liability (DATL) Effective tax administration (ETA) Hybrid of DATC Detailed walk-through of the process and key terms Practical solutions and success rates Various scams
Surgent's Real Estate for Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $119
Rental income and expense calculation and reporting Deciphering Schedule E (Form 1040) Nuances of vacation home rules Passive activity loss rules: foundations and implications Active vs. material participation in rental activities Tax reporting: how to group passive activities Limitations on passive losses: at-risk rules and deductions Classifying rental real estate activities Navigating exceptions in rental real estate taxation
Surgent's International Tax Challenges and Opportunities for U.S. Filers
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Webinar
3.00 Credits
Member Price: $169
Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements