CPE Catalog & Events
Surgent's Weekly Expert Hour (Original Air Date: 9/19/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Discussion of the continuing struggle for FAFSA simplification Form 1099-K and crowdfunding online Anti-money laundering regulations for residential real estate transfers An overview of the expiring TCJA provisions
Surgent's Weekly Expert Hour (Original Air Date: 9/23/21)
Available Until
TBD
1.00 Credits
Member Price: $49
Latest news on proposed tax legislation (as of 9/23/21) Modification of rules relating to retirement plans SECURE Act 2.0 Wyden pass-through reform discussion draft
Surgent's Weekly Expert Hour (Original Air Date: 9/26/24)
Available Until
TBD
1.00 Credits
Member Price: $49
The Retirement Security Rule and fiduciary regulations IRS Notice 2024-63: Employer matching contributions made to retirement plans related to employee student loan payments Discussion of findings of the Treasury Inspector General for Tax Administration Updates to the IRS Form 1099-DA draft version
Surgent's Weekly Expert Hour (Original Air Date: 9/30/21)
Available Until
TBD
1.00 Credits
Member Price: $49
Coronavirus-related distributions Qualified disaster-related distributions from qualified plans TIGTA Report 2021 Retirement planning
Surgent's Weekly Expert Hour (Original Air Date: 9/4/25)
Available Until
TBD
1.00 Credits
Member Price: $49
The OBBBA's boost to bonus depreciation The establishment of qualified production property The tax treatment of research and experimental expenditures
Surgent's Weekly Expert Hour (Original Air Date: 9/5/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Latest update concerning the Employee Retention Credit (ERC) Discussion of common signs of an incorrect ERC claim Status of the real estate profession, due to recent National Association of Realtors (NAR) settlements
Surgent's Weekly Expert Hour: Implications of the 2024 Election Results (Original Air Date: 11/7/24)
Available Until
TBD
1.00 Credits
Member Price: $49
Current and projected federal debt and deficits President Elect Trump's tax plans Discussion of possible tax policy scenarios based on 2024 election results
Surgent's Weekly Expert Hour: Special 2-Hour Edition - House Version of Tax Reform
Available Until
TBD
2.00 Credits
Member Price: $89
Introduction to the House passage and future enactment of the One Big Beautiful Bill New rules relating to the taxation of overtime pay and tips Increased deduction for seniors Changes in the standard deduction and Child Tax Credit Increase in the SALT cap to $40,000, with income limitations Increase in the estate tax exemption Increase in the QBI deduction Establishing, funding, and making distributions to newly established accounts for children Medicaid changes Deducting interest on car loans Elimination of green energy credits Review of important TCJA provisions
Surgent's What Tax Practitioners Need to Know About Medicare
Available Until
TBD
2.00 Credits
Member Price: $89
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
Surgent's What You Need to Know About ASC 842, Leases
Available Until
TBD
1.00 Credits
Member Price: $49
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Detailed review of accounting by lessees Updates to the lease accounting guidance
Surgent's Why Do They Do It? The Psychology of Fraud
Available Until
TBD
2.00 Credits
Member Price: $89
The fraud triangle The truth default theory The concept of cognitive dissonance Confirmation bias Availability
Surgent's Why People Quit: A Look at Accounting and Other Professionals
Available Until
TBD
1.00 Credits
Member Price: $49
Why employee retention matters Management’s thoughts on turnover Techniques employers use to retain and grow their employees Aspects of employment that matter most to employees Factors that contribute to employee turnover in accounting and finance professions
Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection
Available Until
TBD
8.00 Credits
Member Price: $159
The price of fraud – ACFE’s Report to the Nations and ancillary costs The current economy – microeconomics and analysis COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments) Power of morale – shrinking the fraud triangle and employee motivation Deviant workplace behavior Historic schemes Why good folks go bad – interesting findings and red flags Combating fraud with controls Controls used by fraud victim organizations and suggestions for better implementation Fraud’s new frontier Corporate social, environmental, governance, and equity/inclusion reports and audits
Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection
Available Until
TBD
8.00 Credits
Member Price: $199
The price of fraud – ACFE’s Report to the Nations and ancillary costs The current economy – microeconomics and analysis COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments) Power of morale – shrinking the fraud triangle and employee motivation Deviant workplace behavior Historic schemes Why good folks go bad – interesting findings and red flags Combating fraud with controls Controls used by fraud victim organizations and suggestions for better implementation Fraud’s new frontier Corporate social, environmental, governance, and equity/inclusion reports and audits
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
Available Until
TBD
2.00 Credits
Member Price: $49
Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
Available Until
TBD
2.00 Credits
Member Price: $89
Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home
Surgent's Workplace Etiquette for Young Professionals
Available Until
TBD
1.00 Credits
Member Price: $49
Projecting a professional presence Verbal communication skills to elevate your message Mastering non-verbal communication Protocol for office settings Building trust within the organization and with clients Running an impactful meeting Adding value as a meeting attendee Executive dining etiquette strategies and tips
Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer
Available Until
TBD
4.00 Credits
Member Price: $129
The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements Avoiding common pitfalls seen in Yellow Book and single audits How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer
The Best Federal Tax Update Course by Surgent
Available Until
TBD
16.00 Credits
Member Price: $279
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 Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus Depreciation made permanent Increased §179 deduction Changes to §174 R&E Expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion Digital Assets and Tax Implications - understand Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies and broker responsibilities Artificial Intelligence - discover how AI and generative tools are transforming the tax profession Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, and employer reporting responsibilities Timely coverage of breaking tax legislation 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
The Best Federal Tax Update Course by Surgent
Available Until
TBD
8.00 Credits
Member Price: $199
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 Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus Depreciation made permanent Increased §179 deduction Changes to §174 R&E Expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion Digital Assets and Tax Implications - understand Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies and broker responsibilities Artificial Intelligence - discover how AI and generative tools are transforming the tax profession Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, and employer reporting responsibilities Timely coverage of breaking tax legislation 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