CPE Catalog & Events
Erase the Mark: Best Practices in Penalty Abatement
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
No Tax on Overtime: Payroll Compliance
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the Fair Labor Standards Act (FLSA) overtime provisionsDefinition of a “workweek” and the 40-hour thresholdTime-and-a-half requirement and exclusions from overtime payExempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions)Excluded payments (discretionary bonuses, reimbursements, retirement contributions)Step-by-step calculation examples for different compensation structuresBest practices for documentation and payroll systemsCase studies illustrating misclassification and miscalculation issues
Surgent's Current Issues in Accounting and Auditing: An Annual Update
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Webinar
4.00 Credits
Member Price: $159
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations Results and findings of the FASB’s Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3) Other important A&A practice matters
Managerial Accounting: Your Prescription for Better Decision
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
Best Practices: Conducting Meaningful Walkthroughs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of audit procedures.Documentation requirements.Real world examples of red flags that may arise.
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
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Webinar
2.00 Credits
Member Price: $99
The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0 Key factors for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA How to determine which employees must be covered
How Fraud Can Affect Smaller Organizations
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Webinar
4.00 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Getting started with Microsoft CopilotTour of the Copilot app and how to use itVariety of hands-on case study examples for accounting, finance and taxProtecting your data privacy in Microsoft CopilotAdvanced Microsoft Copilot features reviewIntegration with Microsoft 365 apps
ChatGPT and Advanced Accounting Research
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The accounting research transformation: Comparing Google vs. AI methodologiesAI ecosystems and specialized models for accounting applicationsAdvanced prompt engineering techniques for financial and tax researchAI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstoresPersona priming and P&P stacking methodologies for optimal AI interactionsEthical considerations and limitations of AI in accounting researchThe compliance chess effect: AI's impact on tax planning and regulatory responseAI-driven automation for regulatory updates and compliance monitoring
The AI Revolution in 2026: What CPAs Should Know
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:State of AI technology in 2026: capabilities, limits, and vendor solutions landscapeEssential terminology: models, training data, prompts, agents, guardrails, and moreCPA use cases: accounting, tax, advisory, and moreRisk management and data governance: data privacy, bias, accuracy, documentationWhat’s next: near-term trends and how to evaluate new tools
Basic Individual Taxation Course
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
Forgotten Managerial Accounting Tools for CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis
2026/27 Yellow Book Update
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.The GAO's implementation delay and its implications for 2026 audit planning.Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements.
LEARNING PATH: AI-Powered Accounting
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Webinar
8.00 Credits
Member Price: $259
This learning path helps CPAs move from "AI curious" to AI capable by building practical skills across prompt engineering, core AI concepts, and real accounting use cases. You'll learn how AI fits into the profession, where it can improve efficiency and judgment, and how to apply tools like Copilot in Excel to real workflows. It's ideal if you want to stay relevant as automation expands-without getting lost in jargon-while still grounding the learning in accounting and audit realities.
LEARNING PATH: Audit and Risk Fundamentals
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Webinar
10.00 Credits
Member Price: $259
If you want stronger audits with fewer surprises, this path is built around the core building blocks: risk assessment, internal controls, walkthroughs, and operating effectiveness testing. It reinforces how to identify what can go wrong, where controls fail, and how fraud risk often shows up in control gaps. CPAs take this path to sharpen planning, improve documentation quality, and make testing more meaningful—especially useful for audit seniors, managers, and internal auditors responsible for higher-risk engagements.
LEARNING PATH: Auditing Key Financial Statement Areas
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Webinar
10.00 Credits
Member Price: $259
This path is designed for CPAs who want to strengthen execution in the areas that most often drive audit risk, adjustments, and review comments. It walks through practical approaches to auditing cash, inventory, estimates, payables/expenses, and PP&E, helping you improve testing choices, evidence quality, and professional judgment. Take this path if you want a tighter, more repeatable approach to auditing the "big buckets" that can make or break engagement quality.
LEARNING PATH: CPA to CFO Leadership
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Webinar
10.00 Credits
Member Price: $259
This path helps CPAs expand from technical expertise to executive finance leadership-the mindset shift needed for controller, finance director, and CFO tracks. It blends strategic competencies (ratios, budgeting/forecasting thinking, behavioral finance) with real-world leadership topics like supplier relationships and what it takes to operate as a fractional CFO. CPAs should take this path to strengthen advisory value, communicate like a finance leader, and make more confident decisions that go beyond compliance.
LEARNING PATH: Combatting Fraud
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Webinar
4.00 Credits
Member Price: $259
Fraud risk is evolving, and this path gives CPAs a balanced toolkit across prevention, detection, and response-without making it purely theoretical. You'll explore control-based prevention ("Fraud Busters"), external fraud countermeasures, and higher-risk topics like money laundering, plus practical considerations tied to modern work patterns (like the gig economy). CPAs should take this path to better protect clients and organizations, improve skepticism, and recognize red flags early-before losses compound.
LEARNING PATH: Financial Strategy and Analysis
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Webinar
8.00 Credits
Member Price: $259
This learning path is for CPAs who want to translate financial data into insight-sharpening analysis, budgeting, and performance interpretation. You'll build skill in statement analysis and forecasting fundamentals, then level up with case studies and "numbers-to-narratives" communication (including storytelling in financial reporting). CPAs should take this path to become more valuable to leadership by turning reports into decisions-and decisions into clear explanations stakeholders can act on.
LEARNING PATH: Government and NFP Specialist
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Webinar
8.00 Credits
Member Price: $259
Government and Not-For-Profit work has unique standards, reporting expectations, and compliance requirements-this path focuses specifically on those realities. It pairs Yellow Book ethics with governmental accounting updates and what's changing in A&A for governmental entities, giving CPAs a current, practical view of the landscape. Take this path if you serve public-sector or NFP clients (or want to) and need specialized CPE that aligns with their standards and oversight environment.