CPE Catalog & Events
Navigating IRS Authorizations: Form 2848 & Form 8821
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
SSARS 27 - Alternative Preparations 26-27
-
Webinar
2.00 Credits
Member Price: $99
General requirements for SSARS engagements Unique opportunities for preparation engagements New opportunities created with SSARS 27 The AICPA Consulting Standards The relevance of Peer Review on SSARS and Consulting engagements
Surgent's Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats
-
Webinar
2.00 Credits
Member Price: $99
Core components of a cybersecurity risk management program Overview of key policies, controls, and procedures for financial organizations Applicability of global compliance standards, like the EU AI Act and GDPR, in the U.1`S. financial landscape Case studies: financial implications of breaches and mitigation strategies Best practices for integrating cybersecurity with financial reporting
Surgent's Introduction to Charitable Gifting for Individual Taxpayers
-
Webinar
2.00 Credits
Member Price: $119
Fundamentals of charitable gifting Income and estate tax considerations for charitable giving Charitable deduction rules and limitations Structuring charitable contributions for maximum tax efficiency Advanced charitable gifting techniques Compliance and documentation requirements
Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
-
Webinar
2.00 Credits
Member Price: $99
S corporation earnings layers Observations on earnings layers S corporation basis calculation IRC 351 transactions Four loss tiers Appreciated property distributions
Surgent's Update on the SECURE 2.0 Act
-
Webinar
2.00 Credits
Member Price: $99
Mandatory automatic enrollment for new plans Part-time worker eligibility expansion Higher catch-up limit to apply at age 60, 61, 62, and 63 Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule
Surgent's Ethics for the Industry Accountant
-
Webinar
4.00 Credits
Member Price: $159
Core values of being a CPA Critical thinking errors as they relate to ethical dilemmas Objectivity, professional skepticism, and subordination of judgment Professional code of ethics and conduct AICPA Ethics Codification Ethics enforcement process Impact of ethical and unethical conduct on the CPA profession Real disciplinary cases to illustrate critical points
ACPEN: Just Ask Why - Searching for Answers: Generating Solutions
-
Webinar
4.00 Credits
Member Price: $149
The basic benefits of why The 5-15 report Curiosity and creativity
ACPEN: Let's Play The 90 Day Money Game!
-
Webinar
4.00 Credits
Member Price: $149
Financial Stress assessment Money Creation Mindset Limiting Beliefs Resiliency Skill & Talents Inventory Success Teams Money Breakthrough Nourishing the seeds of opportunity Environment Matters Success Habits EFT for Stress
Fraud Case Studies: 21st Century Professional Misbehavior
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Salient provisions the AICPA Code of Professional ConductExamination of actual fraudsDiscussion of internal controls that could have prevented or mitigated actual fraudsContemplation of epiphanies for your own professional scenarios.Implications for professional conduct and compliance with professional standards
ACPEN: K2’s Excel Best Practices
-
Webinar
8.00 Credits
Member Price: $250
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
AI in Action: Your First Steps to Smart Adoption
-
Webinar
1.00 Credits
Member Price: $49
Understand the three stages of AI adoption and where you are today. Practical AI Tools in action (e.g., LLM Models, AI workflows, AI Agents). Quick Wins agnostic of function: How AI can support daily tasks. Your 30-Day AI Plan: Practical guide to help you define areas to apply AI immediately. Confidence to Experiment: Tips to overcome fear and start building momentum in your team.
Microsoft 365 Application Lightning Round Review-Updated
-
Webinar
1.00 Credits
Member Price: $55
The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps
Reasonable Compensation for S Corps
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
-
Webinar
4.00 Credits
Member Price: $159
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to apply them effectively and efficiently How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
Surgent's Guide to Payroll Taxes and 1099 Issues
-
Webinar
4.00 Credits
Member Price: $159
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
Surgent's Preparation and Compilation Engagements Under the SSARS
-
Webinar
4.00 Credits
Member Price: $159
Relevant sections of SSARS No. 21, Clarification and Recodification 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. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements
ACPEN: New Trademark Law: What CPAs and Their Clients Should Know
-
Webinar
1.00 Credits
Member Price: $39
Key Highlights of the TMA New Procedures brought about by the TMA Updates to Existing Procedures Takeaways
Surgent's Reasonable Suspicion
-
Webinar
1.00 Credits
Member Price: $59
The psychosocial, physiological, and behavioral aspects of drug and alcohol abuse in the workplace The impact of drug and alcohol abuse on workplace safety The possible connection between performance issues and drug or alcohol abuse The role of documentation in reasonable suspicion testing Confidentiality concerns in the testing process
ACPEN: An In-Depth Understanding of the Generation Skipping Transfer Tax
-
Webinar
2.00 Credits
Member Price: $89
Overview of the GST tax and its policy purpose Direct skips, taxable terminations, and taxable distributions Skip persons and treatment of trusts as skip persons Application of the GST exemption and inclusion ratio Timely, late, and retroactive GST allocations Formula-based exemption allocations Planning strategies for GST tax minimization Filing considerations for Forms 706 and 709