CPE Catalog & Events
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
The Best Individual Income Tax Update Course by Surgent
Available Until
TBD
12.00 Credits
Member Price: $219
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 Timely coverage of breaking tax legislation Form 1099-K reporting requirements – understand the evolving IRS thresholds and rules for third-party payment platforms The Gig Economy – examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, and employer reporting responsibilities 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
The Best Individual Income 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 Timely coverage of breaking tax legislation Form 1099-K reporting requirements – understand the evolving IRS thresholds and rules for third-party payment platforms The Gig Economy – examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, and employer reporting responsibilities 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
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
Available Until
TBD
12.00 Credits
Member Price: $219
Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap 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 Excess Business Loss Limitation Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Partnership Distributions, Form 7217, and S Corporation Redemptions Thinking beyond §163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Timely coverage of breaking tax legislation Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Decentralized Autonomous Organizations (DAOs)
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
Available Until
TBD
8.00 Credits
Member Price: $199
Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap 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 Excess Business Loss Limitation Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Partnership Distributions, Form 7217, and S Corporation Redemptions Thinking beyond §163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Timely coverage of breaking tax legislation Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Decentralized Autonomous Organizations (DAOs)
AI & Accounting in Construction
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Overview of AI adoption in construction Predictive analytics and risk management AI-integrated Building Information Modeling (BIM) Real-time compliance and financial reporting Taxation challenges in AI-driven construction AI in project scheduling, supply chains, and quality control Regulatory frameworks and ethical AI use in audits
AI & Accounting in Manufacturing
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Intelligent automation and dark factories Predictive maintenance and real-time cost tracking AI-enabled financial reporting and dashboards Continuous auditing and anomaly detection Tax compliance automation and transfer pricing AI Data governance and cybersecurity in financial systems Workforce reskilling and AI-augmented financial roles
AI & Accounting in Retail
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: AI-powered personalization and its impact on revenue recognition Dynamic pricing models and tax compliance risks AI in demand forecasting, inventory valuation, and COGS calculations Integration challenges with ERP and POS systems Governance, ethics, and auditability of AI decisions Data quality, audit trails, and regulatory documentation AI-assisted fraud detection, financial controls, and oversight
Accountants and Malpractice; Can We Get Sued for This?
Available Until
Webinar
2.00 Credits
Member Price: $79
How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
Adobe Acrobat Tips for Working with PDF Files
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Review of all that Adobe Acrobat has to offer Organizing your PDFs with bookmarks, links, file attachments and more Formatting the presentation of PDFs with headers, footers and watermarks Creating and processing fillable forms Processing documents for e-signature Tips for converting email messages, documents and spreadsheets into PDF format Combining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality
Advanced ChatGPT for Accountants
Available Until
Webinar
2.00 Credits
Member Price: $79
After attending this presentation you will be able to... Identify the fundamental features and functionalities of ChatGPT in an accounting context. Apply Custom Instructions to tailor ChatGPT's responses for specific financial scenarios. Analyze financial statements, news releases, and other relevant data using ChatGPT. Explore and identify business opportunities using hyper-local and sectoral analysis techniques. Utilize Advanced Data Analysis for financial comparisons, and capital project evaluations. Evaluate assets, space, and user interfaces using image analysis with ChatGPT. Implement voice interaction with ChatGPT to enhance user experience and accessibility in financial tasks.
Advanced Excel for Staff - Build Reports and Analyze Data
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Building Reports Workflow: Understand the steps for creating professional and functional reports. Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis. Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. Format and Structure Report: Use formatting tools to create visually appealing and structured reports. Review and Validate: Verify data accuracy and troubleshoot potential errors. Share the Report: Learn methods for distributing reports effectively within your organization.
Al Capone to Cybercrime: The Journey of IRS Special Agents
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance. Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases. Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes. Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system. Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development. Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
An Ethical Approach to Mental Health Issues at Work
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics covered in this class include: Virtue Ethics and Mental Health Definition, Myths and Bias of Mental Health Suicide: Facts and Resources Recognizing signs of potential mental health challenges Empathy and Listening Mental Health and Generational Expectations Becoming a Mental Health Ally
An Exhaustive Look At Fraud & Ways To Control It (Part 1)
Available Until
Webinar
4.00 Credits
Member Price: $159
Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working