CPE Catalog & Events
Surgent's General Ethics for Tax Practitioners
Available Until
TBD
2.00 Credits
Member Price: $49
Who is a tax practitioner? What responsibilities does the Office of Professional Responsibility regulate? What limitations does the IRS place on fee arrangements? What duties does the practitioner have with respect to client records? What limitations apply with respect to a written tax opinion? What sanctions may be applied for violations of Service-imposed standards of conduct? NEW: The IRS Office of Professional Responsibility clarifies role of In-House Professionals under Circular 230
Surgent's Generative AI and Cybersecurity: Opportunities and Threats
Available Until
TBD
2.00 Credits
Member Price: $109
Generative AI applications in cybersecurity (e.g., threat detection, automation) AI-enabled cyber threats, including phishing, deepfakes, and malware Real-world incidents involving AI-related cybersecurity challenges Proactive strategies for leveraging generative AI in cybersecurity Regulatory and ethical implications of generative AI in financial cybersecurity
Surgent's Generative AI in Accounting and Prompt Engineering
Available Until
TBD
2.00 Credits
Member Price: $89
Principles of generative AI vs. non-generative AI Common use cases of generative AI in accounting Current use, limitations, and risks of genAI Real-world applications in audits and financial reporting Understanding the risks and challenges (e.g., data privacy, accuracy) Supervision and governance of genAI tools in accounting Best practices for prompt engineering Crafting effective prompts for generative AI Exploring examples of impactful and efficient prompts Ensuring ethical and responsible prompt design Common prompt engineering techniques Zero-shot, few-shot, and chain-of-thought prompting The interview pattern and tree-of-thought approaches Practical examples and hands-on prompt creation Tools for prompt engineering
Surgent's Get Started with Power BI
Available Until
TBD
2.00 Credits
Member Price: $109
Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder, and Power BI Report Server) Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop, and Power BI Services Strengths and limitations of Excel’s Power BI features versus standalone Power BI tools Deciding when to use each tool for optimal efficiency and accuracy in data analysis tasks
Surgent's Getting Ahead: The Art of Marketing for CPAs
Available Until
TBD
2.00 Credits
Member Price: $89
Challenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
Available Until
TBD
4.00 Credits
Member Price: $79
Timely coverage of breaking tax legislation Comprehensive coverage of the One Big Beautiful Bill Act (OBBBA) The latest IRS guidance on recent tax legislation Hot developments affecting the upcoming tax season Review of new laws and changes in forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
Available Until
TBD
4.00 Credits
Member Price: $129
Timely coverage of breaking tax legislation Comprehensive coverage of the One Big Beautiful Bill Act (OBBBA) The latest IRS guidance on recent tax legislation Hot developments affecting the upcoming tax season Review of new laws and changes in forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes
Available Until
TBD
2.00 Credits
Member Price: $89
Major 2025 tax form changes as they relate to individual taxpayers Key new tax developments as they relate to 2025 and how they impact the 2025 tax forms
Surgent's Going Concern Accounting and Reporting Considerations
Available Until
TBD
2.00 Credits
Member Price: $89
Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services New requirements of SAS No. 132 and SSARS No. 24 related to an auditor’s responsibility for considering going concern uncertainty?
Surgent's Going Out on Your Own: Entity Types and Accounting Methods
Available Until
TBD
2.00 Credits
Member Price: $89
Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations – S vs. C Double taxation
Surgent's Goodwill Impairment - An Essential Guide
Available Until
TBD
2.00 Credits
Member Price: $49
Initial recognition of goodwill Subsequent measurement requirements including the accounting alternative allowed for certain eligible entities Disclosure requirements for goodwill
Surgent's Goodwill Impairment Basics
Available Until
TBD
1.00 Credits
Member Price: $29
Goodwill impairment testing FASB accounting and reporting requirements related to goodwill ASC Topic 350-20 Goodwill disclosure requirements
Surgent's Governing Agentic AI: Cybersecurity, Data, and Risk
Available Until
TBD
2.00 Credits
Member Price: $109
Cyber risks: prompt injection, drift, model manipulation, data leakage Red-teaming and simulation exercises (CSA, IBM frameworks) Controls mapping: COSO, SOX, and NIST AI RMF Regulatory context: GDPR, CCPA, EU AI Act, SEC guidance Platform security discussion and comparisons
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
Available Until
TBD
4.00 Credits
Member Price: $129
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
Available Until
TBD
4.00 Credits
Member Price: $79
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Identify and develop practical controls to prevent and detect fraud Tailor controls to the size and fit of the government or nonprofit
Surgent's Guide and Update to Compilations, Reviews, and Preparations
Available Until
TBD
4.00 Credits
Member Price: $79
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 Guide and Update to Compilations, Reviews, and Preparations
Available Until
TBD
4.00 Credits
Member Price: $129
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 Guide to Calculating S Corporation Shareholder Stock and Loan Basis
Available Until
TBD
2.00 Credits
Member Price: $89
Introduction to Form 7203 Introduction to the calculation of stock basis Introduction to the calculation of loan basis Taxable and nontaxable S corporation distributions to shareholders The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses
Surgent's Guide to Partner Capital Account Reporting
Available Until
TBD
2.00 Credits
Member Price: $89
How a partner’s outside basis and capital account differ Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L IRS requirement to report partner tax basis on the transactional approach Implications if a capital account is negative Deficit restoration accounts and qualified income offsets Modified outside basis method and modified previously taxed capital method Determining a partner’s beginning capital account Beginning capital account for partnerships and partners consistently reporting on the tax basis The two types of adjustments under 754 and how 743 and 734 require different capital account presentations
Surgent's Guide to Payroll Taxes and 1099 Issues
Available Until
TBD
4.00 Credits
Member Price: $79
Statutory employees, independent contractors, and possible changes to §530 relief Using SS-8 Payroll Tax Penalties -- Who is a responsible person? Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates Understanding payroll tax responsibilities in the gig economy