CPE Catalog & Events
Surgent's Business Development: Referral Rally
Available Until
TBD
1.00 Credits
Member Price: $49
Networking organizations Obtaining referral sources
Surgent's Business Development: Time Management
Available Until
TBD
1.00 Credits
Member Price: $49
Managing interruptions The role of to-do lists Creating an effective time management plan Staying on track of your time management plan Blocking out time
Surgent's Business Law Essentials for Practitioners and Controllers
Available Until
TBD
8.00 Credits
Member Price: $199
Contract principles Partnerships and limited liability entities Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Intellectual property Real property law Bankruptcy basics Environmental Law Merger basics
Surgent's Business Law Essentials for Practitioners and Controllers
Available Until
TBD
8.00 Credits
Member Price: $159
Contract principles Partnerships and limited liability entities Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Intellectual property Real property law Bankruptcy basics Environmental Law Merger basics
Surgent's Business Law for Small Business Owners
Available Until
TBD
4.00 Credits
Member Price: $129
Contract principles Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Real property law
Surgent's Business Law for Small Business Owners
Available Until
TBD
4.00 Credits
Member Price: $79
Contract principles Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Real property law
Surgent's Business Writing: Professional & Effective Emails
Available Until
TBD
2.00 Credits
Member Price: $89
Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails
Surgent's Buying and Selling a Business: Critical Tax and Structuring Issues
Available Until
TBD
8.00 Credits
Member Price: $159
An overview of the business evaluation process Updates related to HR 1, One Big Beautiful Bill Act Negotiation points and goals from buyer and seller standpoints An overview of confidentiality agreements, memorandums of understanding, and asset purchase agreements Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The use of “F reorganizations” in lieu of §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Changes in strategy under the new tax laws Liquidation as an alternative to the sale of a business Planning to avoid double taxation Special problems and opportunities when an S corporation is the buyer or seller Special problems and opportunities when a partnership is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities
Surgent's Buying and Selling a Business: Tax and Structuring Overview
Available Until
TBD
6.00 Credits
Member Price: $119
Comprehensive coverage of the One Big Beautiful Bill Act An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Planning to avoid double taxation under the repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities Unique issues in buying and selling LLC/partnership interests Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill
Surgent's Buying and Selling a Business: Tax and Structuring Overview
Available Until
TBD
4.00 Credits
Member Price: $129
Comprehensive coverage of the One Big Beautiful Bill Act An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Planning to avoid double taxation under the repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities Unique issues in buying and selling LLC/partnership interests Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill
Surgent's CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting
Available Until
TBD
8.00 Credits
Member Price: $159
Differences between planning and budgeting Building change into the planning process The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
Surgent's CFOs as Leaders of Organizational Change: Driving Innovation and Navigating Economic Uncertainties - Panel Discussion
Available Until
TBD
1.00 Credits
Member Price: $59
The CFO’s expanding role in organizational leadership Leading innovation in finance and beyond Navigating economic challenges and uncertainties Effective risk management frameworks for CFOs CFOs as agents of change: aligning finance with broader organizational strategy The intersection of finance, technology, and innovation
Surgent's Choosing the Right Business Entity
Available Until
TBD
2.00 Credits
Member Price: $89
Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.
Surgent's Clean, Transform, and Load Data in Power BI
Available Until
TBD
2.00 Credits
Member Price: $109
Introduction to Power Query in Power BI: the interface and basic functionalities Removing duplicates, handling null values, and data type conversions Advanced methods for manipulating data, including pivoting, merging, and appending queries Efficiently loading data into the Power BI data model Setting up details for each step in the process so you can document what is happening and why
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
Available Until
TBD
2.00 Credits
Member Price: $89
Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting Review the three levels of service Discuss technology options Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche
Surgent's Coaching Skills for Managers and Supervisors
Available Until
TBD
4.00 Credits
Member Price: $129
The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance
Surgent's Coaching Skills for Managers and Supervisors
Available Until
TBD
4.00 Credits
Member Price: $129
The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance
Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services
Available Until
TBD
2.00 Credits
Member Price: $89
Communicating financial results The role of the accountant in communication The challenges accountants face in communication Creating better awareness of a company’s financials Behavioral biases of stakeholders Tips for staying on-point in communication Case study
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
Available Until
TBD
2.00 Credits
Member Price: $89
Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans
Surgent's Compilation and Review Overview
Available Until
TBD
2.00 Credits
Member Price: $49
Objectives of financial statement preparation, compilation, and review engagements SSARS No. 21, Clarification and Recodification Components and characteristics of financial statement preparation, compilation, and review engagements Accepting and planning financial statement preparation, compilation, and review engagements Overview of SSARS No. 22–25