CPE Catalog & Events
Surgent's Service Organization Control Reports - A User Auditor View
Available Until
TBD
2.00 Credits
Member Price: $89
Types of SOC reports Uses of SOC reports by user auditors Characteristics of SOC reports Format of a SOC1 report Using a SOC1 report on a financial statement audit
Surgent's Simply Auditing Not-for-Profits Efficiently
Available Until
TBD
4.00 Credits
Member Price: $129
How distinctive funding sources, different operating purposes, and lack of ownership interests affect risk assessment and planning in the audit of a not-for-profit Key considerations and auditing procedures applied in auditing contributions, functional expenses, net assets, etc. Frequent issues arising in audits of not-for-profits (e.g., independence concerns, communicating with those charged with governance, Yellow Book audits, single audits, etc.)
Surgent's Single Auditing Made Simple
Available Until
TBD
8.00 Credits
Member Price: $199
The key requirements and responsibilities related to the schedule of expenditures of federal awards and major program determination The process of how the auditor determines the direct and material compliance requirements, obtains an understanding of and tests the related internal controls, and performs compliance testing The development and reporting of findings in the schedule of findings and questioned costs Additional performance and reporting responsibilities
Surgent's Six Common Barriers to Investment Success
Available Until
TBD
2.00 Credits
Member Price: $89
Availability bias Herding Loss aversion Present bias Anchoring Home country bias
Surgent's Skills to Enhance Personal and Professional Networks
Available Until
TBD
2.00 Credits
Member Price: $89
The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies
Surgent's Small-Business Accounting, Audit, and Attest Update
Available Until
TBD
4.00 Credits
Member Price: $79
Small and medium-sized business-related FASB ASUs, including recent PCC activities Recently issued AICPA standards Ethics and independence updates and interpretations Newly issued SSARS and SSAE standards SASs effective for 2025 audits and beyond
Surgent's Smart Formula Selection in Excel: What to Use When
Available Until
TBD
2.00 Credits
Member Price: $109
Introduction to strategic formula use Conditional logic and branching tools Summarizing data Filtering and output control Custom output and decision trees Embedded variables and reusability Best practices for formula selection
Surgent's Social Security and Medicare: Planning for You and Your Clients
Available Until
TBD
12.00 Credits
Member Price: $219
Comprehensive coverage of the One Big Beautiful Bill Act A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit Qualification: Has the client retired? How business entities may be used for Social Security advantage Income taxation of Social Security: avoidance tactics Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70 Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know
Surgent's Social Security and Medicare: Planning for You and Your Clients
Available Until
TBD
8.00 Credits
Member Price: $199
Comprehensive coverage of the One Big Beautiful Bill Act A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit Qualification: Has the client retired? How business entities may be used for Social Security advantage Income taxation of Social Security: avoidance tactics Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70 Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know
Surgent's Social Security: Dispelling Common Myths with Essential Truths
Available Until
TBD
2.00 Credits
Member Price: $109
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
Available Until
TBD
2.00 Credits
Member Price: $89
Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
Surgent's Stock vs. Asset Acquisitions of C Corporations
Available Until
TBD
2.00 Credits
Member Price: $89
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
Surgent's Strategies for Maximizing Social Security Benefits
Available Until
TBD
2.00 Credits
Member Price: $89
When is a person eligible to take Social Security benefits? Factors to consider when selecting an option for taking Social Security benefits Is there a best age to start taking Social Security benefits? How to maximize Social Security benefit payments for surviving spouses How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? How minor children can collect Social Security benefits based on the work record of an older parent
Surgent's Successful Communication
Available Until
TBD
2.00 Credits
Member Price: $89
Barriers to communication, especially when working remotely Modules and best practices for effective communication Keys to effective non-verbal communication Effective listening techniques
Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp
Available Until
TBD
4.00 Credits
Member Price: $129
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
Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp
Available Until
TBD
4.00 Credits
Member Price: $79
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
Surgent's Surging Auditors: Internal Out of Control
Available Until
TBD
1.00 Credits
Member Price: $49
Refresher on understanding internal controls When testing internal controls is required When testing of internal controls is an effective strategy to reduce substantive testing Designing tests of controls Responses when deviations are discovered in the design or operating effectiveness of internal control
Surgent's Surging Auditors: Professional Skeptic
Available Until
TBD
1.00 Credits
Member Price: $49
Demonstrating professional skepticism Assessing audit evidence Responding to contradictory evidence Assessing the sufficiency of audit evidence
Surgent's Surging Auditors: Revenue Rush
Available Until
TBD
1.00 Credits
Member Price: $49
Application of ASC 606 to contractual situations Identifying key information necessary to apply ASC 606 Assessing compliance with the guidance of ASC 606
Surgent's Surging Auditors: Searching for Unrecorded Liabilities
Available Until
TBD
1.00 Credits
Member Price: $49
Optimal resource requests to support an appropriate search for unrecorded liabilities Tracing transactions to the detail to identify whether liabilities are properly recorded Evaluation of evidence to meet management’s assertions