CPE + Events Catalog
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Surgent's The Complete Guide to Payroll Taxes and 1099 Issues
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Online
8.0 Credits
Member Price: $279
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Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099, and related compliance issues.
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The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Online
8.0 Credits
Member Price: $299
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This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.
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AI Revolution: The Big Picture for CPAs (2 hours)
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Online
2.0 Credits
Member Price: $89
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Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your professional role. 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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Navigating the AI Frontier: Part 2 - Generative AI in Practice: Boost Efficiency and Profitability (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $89
Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services. This course is one of a four-part series on AI technology for CPAs. We recommend you attend all four presentations to develop a complete understanding of AI and its potential in accounting, tax and finance. This course is one of a four-part series on AI technology for CPAs. We recommend you attend all four presentations to develop a complete understanding of AI and its potential in accounting, tax and finance.
Coaching the Next Generation of CPAs (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Attracting and retaining staff is critical to an organization's success, especially in the age of the millennial worker who will change jobs multiple times in the course of a career. This course will focus on best practices for nurturing the human element of your organization, especially millennial workers who comprise a growing percentage or the workforce. 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 Business Writing: Professional & Effective Emails (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
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Surgent's Exploring Business Valuation Fundamentals (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up an investment's price.
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Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large amount of preparation in order to successfully launch and grow. Starting a business requires the owners and managers to address a host of issues, including an understanding of applicable laws, appropriate financing, staffing requirements, marketing, liability protection, and many more. This course provides a broad overview of the critical issues business owners, as well as their professional advisors, must consider when starting and growing a small business. There is extensive research regarding best practices in this area, and this webinar is intended to distill down such information and focus on what is critical to get a small business up and running as seamlessly as possible.
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Surgent's Tax Practitioner Horror Stories (2 hours)
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Online
2.0 Credits
Member Price: $99
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In life and in tax practice, often the best way to learn something is to profit from the mistakes of others. In tax practice, mistakes can result in tax liabilities for clients and malpractice lawsuits against the tax professional. Don't let this happen to you. In this program, we attempt to learn from the mistakes of others to avoid making them ourselves. We go through a series of "horror story" case studies that are both entertaining and educational. Practicing tax is a risky, sometimes horrifying business. Take this opportunity to prepare yourself for the risks that come with practicing tax by learning from these sobering, cautionary case studies.
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Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (2 hours)
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Online
2.0 Credits
Member Price: $99
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This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust, leading to delays and legal battles in the administration of his estate? Even Abraham Lincoln, it turns out, did not have a will. In discussing an array of celebrities, from Jackie Kennedy, Joan Rivers, Jimi Hendrix, and Whitney Houston to Aretha Franklin, Barry White, Leona Helmsley, and Florence Griffith Joyner, the course is designed as an enjoyable learning experience with tips for all levels of expertise. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.
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Implementing and Maintaining an Internal Control System
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Online
8.0 Credits
Member Price: $239
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Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring, and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system. 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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Ethics: IRS Criminal Investigations: Key Lessons for Accountants (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of recent IRS criminal investigations and what practitioners can learn from these cases to help fight economic crime and even avoid personal criminal prosecution. While accountants are numbers people by training (not detectives per se with the exception of forensic accountants), practitioners are increasingly being called upon by governments and economic organizations at all levels to step up and help law enforcement battle financial impropriety. The stakes are huge. In the United States alone, the OECD estimates that 5% to 10% of the annual budget of the US health care programs, Medicare and Medicaid, is wasted as a result of corruption. Every dollar lost to monetary malfeasance has a crippling effect that ripples through countries, industries, companies, communities and individual lives. Government resources are wasted, public services are compromised, companies are financially destabilized, shareholders are cheated, employers are swindled, charities are undermined and much more. By increasing their awareness of what and how the IRS investigates and prosecutes, accountants can heighten their "spidey sense" of what doesn't look right in financial records. This includes honing skills to more readily notice -- and report -- ledger anomalies and irregularities, and even rethink a "silence is always safer" mindset. As technology disrupts and automates many fundamental accounting functions, practitioners can add value by more diligently scanning for "creative accounting" red flags on the frontlines. Prioritizing transparency and behaving ethically -- the core of the profession -- not only helps society and the economy as a whole, it can help accountants boost their reputation as highly trusted business advisors and even supercharge their bottom line. 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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CFO Series: Proven Methods to Detect and Prevent Fraud (2 hours)
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Online
2.0 Credits
Member Price: $89
Fraud impacts over 80% of all organizations, costing over $10 billion annually. Do you aim to fortify your organization, or your client's, against fraud risks? This seminar will address how to instill a robust anti-fraud culture and give you the tools needed to proactively prevent, detect, and manage fraudulent activities. Prevention is vital for success. Do not wait to protect the organization
Comprehensive Roth IRA Strategies Analysis 25-26 (2 hours)
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Online
2.0 Credits
Member Price: $99
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With the TCJA expiring in 2026, there is a lot of buzz and rules of thumb about Roth strategies, but very little discussion on what the fiduciary-level analysis methodology should be. This course will provide insights on creating and evaluating an analysis and recommendations with targeted vetting questions. Rules of thumb can sometimes be detrimental, causing families to pay much more in taxes over their lifetimes than necessary. A very significant portion of the population is prevented from executing a straight-forward Roth Contribution due to the income restrictions. What was once a risky way to thwart that rule has now become accepted, and many clients can benefit. These contributions should typically take precedence to saving to a brokerage/taxable account, but there are some steps that need to be addressed to prevent unwanted taxation. In addition, you'll learn about the mega-backdoor Roth. SECURE 2.0 includes many new rules, and some of them address Roth IRA/401k. We'll cover these and how they can help your clients.
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Clarifying Risk Assessment – SAS 145 and Beyond 25-26 (4 hours)
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Online
4.0 Credits
Member Price: $175
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This course is designed to refresh your understanding of the critical importance of risk assessment in the audit practice. We'll briefly discuss the impact of AICPA's Clarity Project for audits and the need to update firm processes to incorporate the risk assessment standards. Participants may alternatively need to fine-tune an implementation of the risk assessment standards. These standards are designed to eliminate the connect-the-dots methodology of checklist auditing and add critical thinking back into the audit process. They remain a problem area for many firms, resulting in engagement and peer review deficiencies. This course has been updated to include a more in-depth discussion of SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement. We will break down this complex and misunderstood subject with an easy-to-understand approach.
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Mastering the Art of Conflict: CPA Transformative Strategies (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in "Crucial Conversations," "Fierce Conversations," and "Leading with Questions." Discover how to build stronger client and colleague relationships and model constructive communication behaviors. This class breaks down transformative strategies into actionable steps that every CPA can master. 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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The Ethic of Self-Esteem For Women (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves. From an ethical vantage, it can be said that we have a moral obligation to work toward self-love, honor, and respect. Matters of self-esteem are important in every aspect of life including goal setting, relationships, establishing boundaries, handling conflict, levels of productivity, and expressing our needs in respectful and dignified ways. This course explores traps of low self-esteem and ways to minimize those traps. We also explore components of high self-esteem and actions to foster higher regard for self. 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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International Tax Lunch Series November 2025 (1 hour)
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Online
1.0 Credits
Member Price: $55
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Join the Team from Hodgen Law for a monthly LIVE International tax-based presentation. Be sure to register for them all. April 2025 - Form 8858: When to File, What to Report May 2025 - Form 5472: When to File, What To Report June 2025 - Life After Expiration: Common Tax Issues July 2025 - Form 5471: The Section 962 Election August 2025 - Form 5471: Previously-Taxed Earnings & Profits (Schedules J, P) September 2025 - Form 3520: When to File, What to Report October 2025 - Form 3520-A: When to File, What to Report November 2025 - Pre-Expatriation Tax Planning to Minimize Exit Tax January 2026 - Pre-Residency Tax Planning February 2026 - Foreign Retirement Plans: Employees' Trusts, Grantor Trusts, or What? March 2026 - Portfolio Interest Loans for Real Estate Investments
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Get started with Power BI (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query, and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service, and Power BI Report Server. In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features, and its seamless integration with Excel. The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing, and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts. 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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Comprehensive Accounting and Financial Reporting Update (4 hours)
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Online
4.0 Credits
Member Price: $149
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This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.