CPE + Events Catalog
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Spring 2025 - Not-for-Profit Conference Group On-demand CPE Training Package - 7 Tech & 1 [NT]
Available Until
On-Demand
8.0 Credits
Member Price: $355
2025 OSCPA Not-for-Profit Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2025 OSCPA Not-for-Profit Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available May 7, 2025.
Spring 2025 - Not-for-Profit Conference Informational Only (No CPE) On-demand Package
Available Until
On-Demand
0.0 Credits
Member Price: $199
2025 OSCPA Not-for-Profit Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2025 Not-for-Profit Conference? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available May 7, 2025.
Spring 2025 - Real Estate Conference Group On-demand CPE Training Package
Available Until
On-Demand
8.0 Credits
Member Price: $355
2025 OSCPA Real Estate Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2025 OSCPA Real Estate Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available June 19, 2025.
Spring 2025 - Real Estate Conference Informational Only (No CPE) On-demand Package
Available Until
On-Demand
0.0 Credits
Member Price: $199
2025 OSCPA Real Estate Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2025 Real Estate Conference? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available June 19, 2025.
Surgent's 2024 Tax Update (3 hours)
Available Until
On-Demand
3.0 Credits
Member Price: $59
Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest tax legislation applicable to individual and business clients. Continually updated to reflect enacted legislation.
Surgent's 2024 Tax Update for Client Advisory Services (4 hours)
Available Until
On-Demand
4.0 Credits
Member Price: $129
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Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with - information reporting, payroll tax issues, and tax credit and deduction documentation. We will also discuss relevant changes to individual and business tax returns so that CAS professionals can better assist clients with tax needs in the upcoming year.
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Surgent's A Complete Guide to Offers in Compromise (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $109
This course is designed to assist practitioners in preparing Offers in Compromise (OIC). After this course, you should have an understanding of how proper planning can make a significant difference in the amount eventually paid to the IRS and the resulting financial well-being of your client. This program covers the basics, from choosing the proper forms to utilize through the filing of an appeal if necessary. We will also explain how to increase your chances of having your OIC approved by the IRS by going over the complexities involved.
Surgent's A Complete Guide to the Yellow Book
Available Until
On-Demand
8.0 Credits
Member Price: $199
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If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.
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Surgent's A Complete Guide to the Yellow Book
Available Until
On-Demand
8.0 Credits
Member Price: $159
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If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. Updated for the 2024 Yellow Book revision, the course materials utilize a highly illustrative and innovative format. Over 20 focused exercises are included to provide an enhanced knowledge of the Yellow Book.
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Surgent's A Complete Tax Guide to Exit Planning (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $109
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When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various strategies to consider when advising on exiting a business.
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Surgent's A Guide to Auditing Common Investments (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $89
Many small- and mid-size entities hold fewer complex investments including alternative investments. This module will provide an overview for evaluating the proper recognition, measurement, and disclosure of common investment types as well as how to audit them. Derivatives and other more complex investments will be discussed in another module. (Please Note: This module is part of Surgent's Audit Skills Training: Level 2.)
Surgent's A Guide to Gig Economy Tax Issues (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $89
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The IRS defines the "gig economy" as people earning income providing on-demand work, services, or goods on either a part-time or full-time basis. The economic times we live in are changing and tax practitioners must learn how the rules apply in this new gig economy. The tax rules that apply to gig workers challenge traditional ideas of who is an employee and who is an independent contractor, and tax practitioners must have the knowledge to make this determination. This program addresses federal and state tax issues tax practitioners must address with clients and their own workers.
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Surgent's A Guide to Nonqualified Deferred Compensation (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $89
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This course is designed to provide a deep understanding of NQDC plans, focusing on the regulations, tax nuances, and strategies to understand to effectively advise clients. Participants will learn about the key features of NQDC plans, their differences from qualified retirement plans, and the compliance requirements under IRC Section 409A and other relevant regulations. The course will cover the taxation of NQDC plans, including income recognition, FICA, and federal/state taxes, for both employers and employees. Attendees will explore various types of NQDC plans and discuss their unique features and benefits. The course will also delve into financing and funding options for NQDC plans and provide guidance on developing and implementing effective planning strategies based on participant demographics, company objectives, and tax efficiency. By the end of the course, participants will have the knowledge and tools to properly advise clients on NQDC plans to maximize benefits while ensuring compliance with regulations.
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Surgent's A Practical Guide to Auditing Cash and Cash Equivalents (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $89
Cash and cash equivalents tend to be one of the first areas assigned to new auditors since it tends to be straightforward with less complexity and risk as other areas. In addition, there is little subjectivity involved and persuasive audit evidence from a third-party is generally available. Interestingly enough, this is an area that can have a significant risk of misappropriation of assets if the appropriate level of segregation of duties and other internal controls is not present. New auditors should approach cash with the same professional skepticism as other areas since there is always the risk of material misstatement. (Please Note: This module is part of Surgent's Audit Skills Training: Level 1.)
Surgent's AICPA Update (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $49
Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides an overview of recently issued AICPA auditing and attest standards that will be effective for December 31, 2022 audits and beyond. Next, the course will review ethics interpretations recently issued by the Professional Ethics Executive Committee and review the current status of the AICPA's proposed Statements on Quality Control Standards.
Surgent's ASC 606 Insights: Contract Identification and Performance Obligations (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $49
This course provides an overview of critical challenges companies encounter under ASC 606, emphasizing several key areas that can be particularly challenging for effective revenue recognition. This includes identifying valid contracts and determining performance obligations.
Surgent's ASC 606 Insights: Licensing Revenue and Financial Statement Disclosures (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $49
This course provides an overview of critical challenges companies encounter under ASC 606, emphasizing several key areas that can be particularly challenging for effective revenue recognition. This includes licensing arrangements, with an emphasis on how to recognize revenue from agreements that grant customers rights to use or access intellectual property. This course also addresses the requirements and challenges with respect to financial statement disclosures.
Surgent's ASC 606 Insights: Managing Variable Consideration and Modifications (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $49
This course provides an overview of critical challenges companies encounter under ASC 606, emphasizing several key areas that can be particularly challenging for effective revenue recognition. This includes considerations relating to variable consideration and accounting for contract modifications. This course also addresses the accounting considerations related to significant financing components.
Surgent's ASC 606 Insights: Timing of Revenue Recognition & Principal vs. Agent Considerations (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $49
This course provides an overview of critical challenges companies encounter under ASC 606, emphasizing several key areas that can be particularly challenging for effective revenue recognition. This includes distinguishing between recognizing revenue over time versus at a point in time as well as principal versus agent considerations.
Surgent's Accounting Changes and Error Corrections – What Every CPA Needs to Know (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $49
This course provides an overview of the accounting requirements with respect to accounting changes and error corrections and the reporting implications within an entity's financial statements. The scope of accounting changes includes a discussion of changes in accounting principles, changes in accounting estimates, as well as changes of a reporting entity. The course also provides an overview of the accounting requirements of correcting errors in previously issued financial statements as well as restatement considerations. A majority of the information included within this course is sourced from the requirements found within FASB ASC Topic No 250, Accounting Changes and Error Corrections.