CPE Catalog & Events
Surgent's Understanding and Testing General Information Technology Controls On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Defining GITC and application controls Major categories of GITC Understanding GITC Testing GITC
Surgent's Understanding the High-Stakes Mega Issues in A&A Today Download
Available Until
TBD
4.00 Credits
Member Price: $79
Technology trends impacting the accounting profession Going concern accounting and reporting issues ASC Topic 842, Leases, implementation challenges, and ongoing accounting Engagement quality update
Surgent's Understanding the High-Stakes Mega Issues in A&A Today On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $129
Accounting and operational impacts of adopting Topic 606 Accounting and operational impacts of adopting ASU No. 2016-02 Impairment of both financial and non-financial assets Accounting for debt restructurings
Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment Download
Available Until
TBD
4.00 Credits
Member Price: $79
AICPA hot topics and standard setting initiatives Discussion of suite of nine integrated SASs effective for years ended December 31, 2021 Discussion of new standard on audit evidence effective for years ended December 31, 2022 Discussion of new standard on auditing accounting estimates and disclosures effective for years ended December 31, 2023 Discussion of two new standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023
Surgent's Update on the AICPA's Enhancing Audit Quality Initiative On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Status of the AICPA’s Enhancing Engagement Quality initiative Recent Peer Review results Common peer review findings
Surgent's Update on the SECURE 2.0 Act On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Automatic enrollment requirements for 401(k) plans Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62, and 63 Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Improving coverage for part-time workers Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule
Surgent's Using the Work of a Specialist and Internal Audit On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Coming soon!
Surgent's Weekly Expert Hour (Original Air Date: 09/17/20) On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
IRS Notice 2020-66 IRS Notice 2020-71 BBA centralized partnership audit regime Where to live in retirement Reasons 2020 is the year for Roth conversions
Surgent's Weekly Expert Hour (Original Air Date: 1/06/22) On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
The status of the Build Back Better Act as of 1/6/22 IRS Letters 6419 and 6475 Update on disaster relief as of 1/6/22 Individual health insurance in 2022
Surgent's Weekly Expert Hour (Original Air Date: 1/07/21) On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Highlights of new end-of-2020 tax legislation Donor-advised funds Key themes for the economy and markets in 2021 Retirement income planning
Surgent's Weekly Expert Hour (Original Air Date: 1/13/22) On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Child Tax Credit Form 7203, "S Corporation Shareholder Stock and Debt Basis Limitations" Carried interests IRS News Release 2021-217 – How to be prepared for filing 2021 returns in 2022 IRS Notice 2022-1 – IRS guidance regarding reporting of discharged student debt
Surgent's Weekly Expert Hour (Original Air Date: 1/14/21) On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
The second Economic Impact Payment Brett John Ball v. Commissioner of Internal Revenue Section 965 transition tax Time collection options for employers
Surgent's Weekly Expert Hour (Original Air Date: 1/20/22) On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
The Employee Retention Tax Credit overview and update (as of 1/20/22) What accountants want to know about the American economy looking forward to 2022 The No Surprises Act
Surgent's Weekly Expert Hour (Original Air Date: 1/21/21) On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
ERC rules prior to the CAA changes Taxation of virtual currency (as of 1/21/21) Non-convertible in-game currencies SECURE Act as of 1/21/21
Surgent's Weekly Expert Hour (Original Air Date: 1/27/22) On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Letter 6419 Form 1099-K reporting by third party settlement organizations Preparing for filing season
Surgent's Weekly Expert Hour (Original Air Date: 1/28/21) On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
FinCEN Notice 2020-2 (12/31/2020) Revenue Procedure 2020-54 IRS Notice 2021-13 Remote workforce issues Recent changes to federal energy incentive programs – 179D and 45L (as of 1/28/21)
Surgent's Weekly Expert Hour (Original Air Date: 10/01/20) On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
PPP loan forgiveness update (as of 10/01/20) Identity Protection PIN (IP PIN) Late filing penalties and small partnership relief (as of 10/01/20) FFCRA DOL FAQs 91 through 103
Surgent's Weekly Expert Hour (Original Air Date: 10/07/21) On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Update on tax legislation (as of 10/7/21) Medicare reimbursements and balance billing When does it make economic sense to claim Social Security?
Surgent's Weekly Expert Hour (Original Air Date: 10/08/20) On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
TIGTA Audit Report No. 2020-30-056 Regulations under Section 274 relating to deducting meal and entertainment expenses (October 2020) PPP loan forgiveness (as of 10/08/20)
Surgent's Weekly Expert Hour (Original Air Date: 10/14/21) On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Increase for Social Security recipients New 2021 draft tax forms (as of 10/14/21): Form 1040 - Schedule 1, Schedule 2, and Schedule 3 The 4% rule: is this the best approach to sustainable retirement spending Commercial real estate tax strategies: a refresher for tax year 2021