CPE Catalog & Events
Like-Kind Exchanges
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Webinar
4.20 Credits
Member Price: $79
Like-kind exchanges (LKE) Qualified third party intermediaries (QI)
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 25-26
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Webinar
2.00 Credits
Member Price: $99
Review of sample returns with illustrations of most forms of gifts How to meet the adequate disclosure requirements Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse Electing in or out of GST allocations with indirect skips
Fraud Stories Series November 2025
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Webinar
2.00 Credits
Member Price: $99
Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management
Surgent's Lessons Learned from Successful Companies
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Webinar
2.00 Credits
Member Price: $99
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
Surgent's Stock vs. Asset Acquisitions of C Corporations
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Webinar
2.00 Credits
Member Price: $99
Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired
2025 Governmental Auditing Update: Yellow Book & Uniform Guidance
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Webinar
5.00 Credits
Member Price: $99
Yellowbook Auditing Uniform Guidance GAGAS
Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp
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Webinar
4.00 Credits
Member Price: $159
How to find unrelated buyers of a business Maintaining control of the business succession process Turning over the reins to family members: when to give up control Finding the right team to sell a business Options for selling a business to an unrelated party Options for selling a business to family members Options for selling a business to employees Overcoming the emotional attachment to a business Selling to family members for a life annuity Using family partnerships and trusts to transfer a business
Accounting for and Auditing Cryptocurrency & Digital Assets
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Surgent's Understanding and Testing Control and Compliance in a Single Audit
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Webinar
4.00 Credits
Member Price: $159
The essential internal control concepts applied in a single audit How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit How the auditor plans and performs tests of compliance in a single audit The identification and reporting of control and compliance findings
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
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Webinar
3.00 Credits
Member Price: $39
Technology Cybersecurity
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
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Webinar
4.00 Credits
Member Price: $79
Why most equity compensation plans fail? Complexity of GAAP accounting for equity compensation plans Tax implications of equity compensation plans Who and how an equity compensation plan should be administered? Compliance issues to consider Recommendations to design a better equity compensation plan
Common Deficiencies in Employee Benefit Plans
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Webinar
4.00 Credits
Member Price: $79
EBP Auditing Yellowbook
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
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Webinar
4.00 Credits
Member Price: $79
Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries
Surgent's A Guide to Gig Economy Tax Issues
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Webinar
2.00 Credits
Member Price: $99
Characteristics of a gig economy Who is an employee and who is an independent contractor? Form 1099-NEC and reporting of non-employee compensation Reporting on Form 1099-K Gig workers and the requirement to pay self-employment tax throughout the year State tax implications of remote work for the business owner and workers How remote work creates state tax nexus Tax implications of employee telecommuting for the employer The “convenience of the employer” rule Drivers of both people and of meals or other products Section 199A deduction Implications of the Vizcaino case
Surgent's Critical Conversations
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Webinar
2.00 Credits
Member Price: $99
High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent The stories: mine and yours — are they the same? Contrast statements for ensuring a shared understanding Building confidence in conducting a Critical Conversation
Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
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Webinar
2.00 Credits
Member Price: $99
Reasonable compensation Fringe benefits for S corporation shareholders Built-in gains tax Excess passive income tax Notice 2020-75: PTE elections
K2's Excel Charting And Visualizations
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Webinar
6.00 Credits
Member Price: $129
Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations
Microsoft 365: Save More Time, Make More Money
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Appreciate the full potential of Microsoft 365 to drive efficiency in your businessLearn best practices for harnessing the power of Microsoft 365 Design your Teams app setup to meet the unique attributes of your businessUse SharePoint and OneDrive to organize your files and share them securely internally and externallyOrganize your thoughts, meeting notes and other content centrally in OneNoteManage your projects, large and small, with the Planner appDeploy the Stream app to document processes efficiently and effectively Bonus Content: Understand how to harness the power of AI with Microsoft Copilot
2025 Governmental GAAP Update: Navigating GASB Standards
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.
Business Partnerships: Managing Supplier Relationships
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials