CPE Catalog & Events
Surgent's Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer
Available Until
TBD
10.00 Credits
Member Price: $189
Effects of recent legislation, including the recently enacted One Big Beautiful Bill Act SECURE Act 2.0 Filing information, filing status, personal exemptions, dependents, the standard deduction, etc. Dependents and income Wages and salaries Credits, withholding, estimated tax, and basic return preparation Capital gains and losses Itemized deductions
Surgent's Individual Income Tax Update
Available Until
TBD
4.00 Credits
Member Price: $79
Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to: TCJA provisions made permanent New tip income deduction New overtime pay deduction New car loan interest deduction New temporary senior deduction Expanded SALT cap Trump Accounts Real Estate professional requirements Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Surgent's Individual Tax Planning Ideas
Available Until
TBD
4.00 Credits
Member Price: $79
Comprehensive coverage of the One Big Beautiful Tax Bill Act Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption considering proposed regulations Retirement planning in light of IRA and RMD changes Review of pertinent changes from recent legislation Reading a tax return for developing client-specific tax strategies Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Compensation and fringe benefit issues Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them All in the family: Tax tactics for spouses, children, and parents
Surgent's Individual and Financial-Planning Tax Camp
Available Until
TBD
8.00 Credits
Member Price: $159
Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption considering proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security - the latest on the looming solvency crisis Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged accounts Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement Best financial planning ideas for young people
Surgent's Individual and Financial-Planning Tax Camp
Available Until
TBD
8.00 Credits
Member Price: $199
Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption considering proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security - the latest on the looming solvency crisis Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged accounts Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement Best financial planning ideas for young people
Surgent's Information Security and Privacy
Available Until
TBD
2.00 Credits
Member Price: $89
Covered entities and permitted uses and disclosures NIST framework Threat agents and attacks Cybersecurity risks Threat modeling and threat landscape Vulnerability management Layered security and defense-in-depth Protection of confidential data
Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
Available Until
TBD
4.00 Credits
Member Price: $79
Building change into the planning process Sales/income plan Intermediate planning Technology plan Capital equipment planning One-year operating plan Monthly planning Cash plan Risk plan
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
Available Until
TBD
4.00 Credits
Member Price: $79
The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
Available Until
TBD
4.00 Credits
Member Price: $129
The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans
Surgent's Internal Controls and COSO in a Post-COVID Landscape
Available Until
TBD
4.00 Credits
Member Price: $79
ACFE's Occupational Fraud 2022: A Report to the Nations and the most commonly found controls in fraud victim organizations Internal controls in relation to COSO principles How to employ controls to cut losses How to modify controls in the post-COVID era Remote work circumstances and considerations
Surgent's Internal Controls, COSO, and COVID-19
Available Until
TBD
4.00 Credits
Member Price: $129
ACFE's Report to the Nations and the most commonly found controls in fraud victim organizations Internal controls in relation to COSO principles How to employ controls to cut losses How to modify controls in the post-COVID era The potential impact of increased enforcement of laws and regulations to replenish government coffers Remote work circumstances and considerations
Surgent's International Tax Challenges and Opportunities for U.S. Filers
Available Until
TBD
3.00 Credits
Member Price: $54
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
Surgent's Introduction to AI in Accounting
Available Until
TBD
2.00 Credits
Member Price: $109
Understanding narrow AI vs. general AI Machine learning (ML), deep learning (DL), neural networks Natural language processing (NLP) and its role in accounting AI applications in accounting and finance Automated data entry and processing Expense management automation AI-driven audit support and compliance monitoring Financial forecasting and risk assessment Benefits and challenges of integrating AI Enhancing efficiency and accuracy in accounting processes Ethical considerations and risk management in AI adoption Overcoming resistance to AI implementation within firms Lessons learned from AI-driven transformations in finance departments Predicting AI's influence on the future of the accounting profession Preparing for the evolving role of accountants in an AI-enhanced environment
Surgent's Introduction to Forensic Accounting
Available Until
TBD
4.00 Credits
Member Price: $129
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Surgent's Introduction to Single Audit
Available Until
TBD
2.00 Credits
Member Price: $89
How single audits differ from financial statement audits Unique single audit concepts — the schedule of expenditures of federal awards, major program determination, the schedule of findings and questioned costs Testing internal controls over compliance and compliance testing
Surgent's Introduction to Yellow Book
Available Until
TBD
2.00 Credits
Member Price: $89
What Yellow Book financial audits do and do not include The auditor qualification requirements contained in the Yellow Book The additional performance and reporting requirements for a Yellow Book financial audit
Surgent's Introduction to the Audit Process and Risk Assessment
Available Until
TBD
2.00 Credits
Member Price: $89
History of the financial statement audit Objective of a financial statement audit Audit Process and Linkage Management and the Auditor’s Responsibilities Evaluating Audit Risk Risk Assessment Process Risk Assessment Procedures Documentation
Surgent's Key Partnership and S Corporation Tax Planning Strategies
Available Until
TBD
4.00 Credits
Member Price: $79
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
Surgent's Key Partnership and S Corporation Tax Planning Strategies
Available Until
TBD
4.00 Credits
Member Price: $129
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
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Available Until
TBD
8.00 Credits
Member Price: $159
Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 146 on quality management) The implementation of GASB No. 101 on compensated absences GASB No. 103 addressing improvements to the financial reporting model The application of GASB No. 102 on certain risk disclosures and GASB No. 104 on disclosure of certain capital assets Key issues related to nonprofit financial reporting (e.g., presenting a measure of operations, various disclosures, etc.)