CPE Catalog & Events
Surgent's Found It! Reporting Findings in Yellow Book and Single Audits
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Webinar
2.00 Credits
Member Price: $99
The types of findings reported in Yellow Book and single audits The requirements for reporting findings under the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance How to really think through the elements of a finding to assist report users
Surgent's Top Individual Tax Planning Strategies
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Webinar
2.00 Credits
Member Price: $99
New Clean Vehicles (CV) and the Clean Vehicle Credit What the CV seller must provide to the buyer Credit for previously owned CVs Energy efficient home improvement credit Increase in age for required beginning date for RMDs Reduction in excise tax on RMD failures Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62 and 63 Withdrawals for certain emergency expenses Qualifying longevity annuity contracts (QLACs) One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation
Surgent's Virtual Currency: Keeping Up with the Tax Code
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Webinar
2.00 Credits
Member Price: $119
Overview of virtual currency Property transactions with virtual currency Receiving virtual currency as payment Paying using virtual currency Charitable donations with virtual currency Gifting of virtual currency Form 8300 reporting
2025 Accounting & Auditing Update
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Webinar
2.00 Credits
Member Price: $99
Accounting Standards Updates Auditing & Accounting Yellowbook
Forensic Accounting: Finding Hidden Treasure in Tax Returns
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The rules of IRS disclosure of tax informationUnderstanding the role of IRS transcriptsInterpreting the actions of the IRS in transcriptsFOIA requestsAnalyzing tax information and returns for financial leads
K2's Excel Tips, Tricks, and Techniques for Accountants
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Webinar
8.00 Credits
Member Price: $250
• Fundamental Excel techniques all accounting and financial professionals should know and use • Creating date-based calculations in Excel • How to create Excel templates • Key options you should enable in Excel • Linking data in Excel
IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
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Webinar
8.00 Credits
Member Price: $300
An emphasis on newly enacted tax legislation affecting IRAs including the NEW final required minimum distribution (RMD) regulations Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans Roth IRA contribution phase-out limits as well as tax-free qualified distributions Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments) The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner’s death Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules
ACPEN Signature 2025: Financial Statement Preparation: Compilation and Review Update
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Webinar
8.00 Credits
Member Price: $250
Ethics Update Preparation Engagements Compilation Engagements Review Engagements Hot GAAP Topics New Quality Management Standards
Coaching the Next Generation of CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.
Digging Deep with Excel Pivot Tables
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Webinar
1.00 Credits
Member Price: $39
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
How Prevalent Is Retaliation Within Your Culture?
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Webinar
1.00 Credits
Member Price: $39
Retaliation protections Speak up culture Ethical culture
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics
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Webinar
1.00 Credits
Member Price: $39
Speak up Culture Ethical Culture Internal complaint reporting and investigations
Revenue Recognition - Topic 606 Disclosures
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Webinar
1.20 Credits
Member Price: $39
Revenue Recognition Accounting
The Controllership Series - Sales, Collections and Customer Credit
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Webinar
1.50 Credits
Member Price: $59
Accounting Sales Collections
Defining Lines: Advanced Professional Boundaries
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Webinar
2.00 Credits
Member Price: $79
Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease
Like-Kind Exchanges
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Webinar
2.20 Credits
Member Price: $79
Like-kind exchanges (LKE) Qualified third party intermediaries (QI)
Securing Your Data with a Password Management App - Updated
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault
Clarifying Risk Assessment - SAS 145 and Beyond 25-26
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Webinar
4.00 Credits
Member Price: $175
Assessing the risk of material misstatement Mandatory risk assessment procedures Evaluating internal controls Responding to risk assessment with appropriate audit procedures Complying with revised and expanded documentation requirements
Form 5500 Annual Update 25-26
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Webinar
4.00 Credits
Member Price: $175
Forms 5500, 5500SF and 5500EZ Form 5500: nuances and schedules Reporting and disclosing compliance issues Reporting delinquent contributions Failure to file
Fraud?How to Find, How to Prevent 25-26
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Webinar
4.00 Credits
Member Price: $175
Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips