CPE + Events Catalog
2026-27 OSCPA-Select™ CPE - 2 catalog options:
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Financial Statement Disclosures 26-27
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Online
8.0 Credits
Member Price: $329
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Disclosures are on of the most challenging areas of financial statement preparation and one of the most cited deficiencies in peer reviews. This program tackles the many disclosure requirements with detailed discussions on topic requirements and examples. This is a fast paced course that covers all the major balance sheet accounts, as well as revenue and expenses. Attention is also paid to the Statement of Cash Flows.
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Pass-Thru Entity Owners Schedule K-1 Analysis 26-27
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Online
8.0 Credits
Member Price: $329
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This comprehensive case-driven training is designed to quickly get the accountant up to speed in basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, and limited liability companies (LLCs)). The cornerstone of this course is the line-by-line analysis of the Schedule K-1s and how it affects the basis calculations. This session is taught using a Hands-On methodology. Real-world examples and cases demonstrate the complex income tax code and regulations to enhance the participant's learning experience. Each attendee will receive the most comprehensive reference manual with numerous practice aids, real-world examples, and case studies.
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Federal Tax Updates for Individuals
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Online
8.0 Credits
Member Price: $239
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Tax developments have been in the forefront of the news, and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications, and the latest tax legislation. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues
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Online
8.0 Credits
Member Price: $279
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The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.
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Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms
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Online
8.0 Credits
Member Price: $279
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This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.
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Surgent's Industry Accountant Key Performance Metrics
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Online
8.0 Credits
Member Price: $279
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This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.
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Surgent's Single Auditing Made Simple
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Online
8.0 Credits
Member Price: $279
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Single auditing can seem so complex! With literally thousands of pages of potential AICPA, GAO and OMB guidance converging for the audit of one client, auditors can easily lose focus and confidence in what they are supposed to do. It does not have to be that way! This course is designed to sharpen your skills and knowledge in performing single audits. Through more than 30 focused exercises, the course provides a highly practical, hands-on approach to mastering today's most critical single audit challenges.
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The Best Federal Tax Update Course by Surgent
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Online
8.0 Credits
Member Price: $299
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In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
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Criminal Tax: How CPAs Bring Value to Defense Attorneys (2 hours)
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Online
2.0 Credits
Member Price: $89
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CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions, and probe possible weaknesses in criminal tax investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Introduction to Governmental Budgeting (2 hours)
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Online
2.0 Credits
Member Price: $89
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The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we should be monitoring the budget throughout the year, and how long-term budgets fit in with the annual budget process. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Sticky Ethical Choices, featuring Bob Mims and Don Minges (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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If ethics were easy, then why do so many professionals have a Code of Conduct? Some Ethical decisions are easy, others are not. We will discuss several thorny ethical issues and the ramifications. What are the considerations and evaluation criteria to use? The need to carefully deliberate alternatives – is paramount. Be aware.
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Surgent's Ethics for Tax Professionals (2 hours)
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Online
2.0 Credits
Member Price: $99
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The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt about whether this program satisfies your state's ethics requirements.
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Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest (2 hours)
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Online
2.0 Credits
Member Price: $99
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Partnership tax law is always difficult. However, when certain transactions come up, not knowing how to handle them can be costly to clients and practitioners. In this course, we discuss several of these types of situations. We will explore the tax impacts of a PTE election and how a 754 election affects the inside basis of partnership assets. We will then examine those tricky look-through provisions on the sale of a partnership interest in order to properly calculate the tax implications.
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Tactical Data Management – Turning Data into Actionable Information (2 hours)
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Online
2.0 Credits
Member Price: $89
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Organizations collect massive amounts of data, but far less information that actually improves decisions. This session focuses on how CFOs and CPAs can tactically manage data to generate insight, improve performance, and reduce risk. Participants will explore financial and non-financial data, data organization, and the role of analytics in understanding customers, operations, and employees. The session emphasizes clarity, simplicity, and storytelling so data supports better decisions rather than overwhelming stakeholders.
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Public Speaking Secrets That Wow Audiences (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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In this course, you'll learn why being able to do public speaking well is a major advantage in becoming successful in your career. You'll learn how to write a good talk, how to present it well, and how to use your new found ability to get more clients and/or a promotion. In addition, you'll learn how to overcome your nervousness, and how to overcome stress in less than a minute.
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Fiduciary Accounting for Estates and Trusts (4 hours)
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Online
4.0 Credits
Member Price: $149
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Financial accounting for trusts and estates is one of the least understood branches of accounting. It is not particularly concerned with recording income and expenses but is obsessed with determining whether receipts and expenditures are assigned to income or principal/corpus. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting.
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Business Ethics: Cases from the Real World (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas and how to resolve them. Being ethical is not the same as complying with the law and ethical issues are not always black and white. This session will review different professional ethical standards. What does integrity mean in the office? If you want to learn lessons from the best in a short time, this session is for you. Participate in engaging dialogue about how to prepare for the inevitable ethical situations. These lessons are valuable for every business leader.
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How SAS Nos. 134-145 Improve Risk-Based Audits (4 hours)
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Online
4.0 Credits
Member Price: $149
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Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Annual Update for Controllers and Finance Managers: Driving Business Value (7 hours)
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Online
7.0 Credits
Member Price: $279
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Mastering finance with strategic insightsManagement accountants drive strategic directions and enhance operational efficiency. You'll learn how to integrate nonfinancial data into reporting and use scenario planning to evaluate business outcomes. Blending financial smarts with nonfinancial dataEffective communication is crucial for conveying messages and handling crises. You'll explore various ways to enhance your understanding of effective communication, including: Transforming routine reports into comprehensive scenario analyses to highlight alternative business futures, influencing decision-making processes Improving effective communication skills to convey insights and analyses clearly Why sustainability matters in financial planningIntegrating sustainability into financial planning is critical and beneficial for the business. Driven by evolving regulations, discussions focusing on transparency, consistency and trust in sustainability reporting are crucial in the modern business environment. You'll learn more about the sustainability considerations relevant to your business.
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Managing Current Fraud Trends in a Shifting Environment
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Online
8.0 Credits
Member Price: $239
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As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.