CPE + Events Catalog
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Surgent's The Latest and Greatest Excel Features (2 hours) [NT]
Available Until
On-Demand
2.0 Credits
Member Price: $109
In the ever-evolving world of data analysis and office productivity, Microsoft Excel remains at the forefront, continuously introducing new and powerful features. This comprehensive course is designed to familiarize participants with the most recent and significant updates in Excel as well as some old favorites. This course offers an in-depth exploration of these features, ensuring learners can harness their full potential for the efficient and innovative use of Excel.
Surgent's The Most Critical Challenges in Governmental Accounting Today (4 hours)
Available Until
On-Demand
4.0 Credits
Member Price: $79
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With the constant churning of governmental accounting standards, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in governmental accounting today.
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Surgent's The Most Critical Challenges in Governmental Accounting Today (4 hours)
Available Until
On-Demand
4.0 Credits
Member Price: $129
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With the constant churning of governmental accounting standards, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in governmental accounting today.
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Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (4 hours)
Available Until
On-Demand
4.0 Credits
Member Price: $129
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Not-for-profit entities have recently applied critical new standards related to contributions of nonfinancial assets, leases, and more. Now is the time to know more than just what the standards say - we need to know what they mean and how they will affect not-for-profit entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the challenges in not-for-profit accounting.
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Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (4 hours)
Available Until
On-Demand
4.0 Credits
Member Price: $79
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In recent years, not-for-profits have applied critical new standards related to contributions of nonfinancial assets, leases, and more. However, with all the focus on the new stuff, have we forgotten any of the old stuff? FASB ASC 958 has a great deal to say about various accounting and reporting issues in the form of its implementation guidance and illustrations. Not knowing this guidance can result in lost time and erroneous applications of GAAP. In this course, we will review some of the most critical illustrative not-for-profit guidance issued by the FASB.
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Surgent's The Nimble Business: How to Thrive in a Rapidly Changing World (1 hour) [NT]
Available Until
On-Demand
1.0 Credits
Member Price: $49
The recent pandemic showed us one very important thing: the nimble business was in a far better position to change quickly and survive. Some organizations are nimbler, but why? The reason is that they know that change will happen quickly, and they specifically plan for that change. This program will take a look at planning and direct the participant into a planning system that is established to handle change more quickly.
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $109
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We see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise of these new technologies, or how important it is that companies embrace the opportunity to execute them correctly. Having conversations regarding the proper adoption of these technologies and tools is a crucial first step, including drafting policies to assist companies with their beneficial and thoughtful implementation and use. This course will define the state of AI tools, what benefits and risks exist, and which steps to take to begin adopting these technologies with appropriate guardrails, policies, and training. It is less likely that AI will destroy industries, and more likely that companies that embrace AI will overtake those companies that do not.
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Surgent's The Role of the Whistle-Blower (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $89
Whistle-blowers play an important role in fraud detection and prevention. This course will review historical financial whistle-blowers and they role they play in organizations, as well as explore whistle-blower myths. It includes a conversation with a whistle-blower and a former FBI agent. This is the last of five 2-hour courses in Surgent's Fraud Certificate Program. This program includes a combination of lectures, animated videos, and live interviews with white-collar offenders and whistle-blowers. Each course is designed to be engaging and informative and will enhance your understanding of fraud.
Surgent's The Top Five Tax Issues in Dealing with LLCs and Partnerships (4 hours)
Available Until
On-Demand
4.0 Credits
Member Price: $79
Partnerships and LLCs involve unique problems that require careful attention. This course covers selected critical tax issues that practitioners need to know when working with partnerships and limited liability companies, with a focus on planning opportunities and pitfalls.
Surgent's The Yellow Book Performance and Reporting Requirements for Attestation Engagements (1 hour)
Available Until
On-Demand
1.0 Credits
Member Price: $49
When auditors perform attestation engagements and reviews of financial statements under the Yellow Book, they must apply additional performance and reporting requirements. This course is designed to help you understand and effectively apply the Yellow Book performance and reporting requirements for attestation engagements and reviews of financial statements.
Surgent's The Yellow Book Performance and Reporting Requirements for a Financial Audit (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $89
When auditors perform financial audits under the Yellow Book, they must apply nine areas of additional performance requirements and seven areas of additional reporting requirements. This course is designed to help you understand and effectively apply the Yellow Book performance and reporting requirements to financial audits.
Surgent's This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (16 hours)
Available Until
On-Demand
16.0 Credits
Member Price: $219
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.
Surgent's This Year's Top Tax and Financial-Planning Ideas (4 hours)
Available Until
On-Demand
4.0 Credits
Member Price: $79
With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.
Surgent's Time Management for Professionals (2 hours) [NT]
Available Until
On-Demand
2.0 Credits
Member Price: $89
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The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.
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Surgent's Top 10 Technology Risks and Trends Every CPA Should Know (1 hour)
Available Until
On-Demand
1.0 Credits
Member Price: $49
The use of technology by businesses of all types, including CPA firms, has exploded in recent years, creating the need for proactive and robust cybersecurity risk management practices. This trend has created the need for a data-driven decision-making process but has also introduced risks into many companies' operating environment. This course will explore the most common technology risks and trends that every CPA should know to better advise and serve clients.
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the NEW Proposed RMD Regulations (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $89
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Required minimum distributions (RMD) must begin for the year in which the account owner reaches age 72 unless an exception applies. RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts is more complex than those that apply to RMDs for non-inherited accounts. Failure to comply with the RMD rules will result in the account owner owing the IRS a 50% excess accumulation penalty on any RMD shortfall. Interested parties must understand the compliance requirements that apply to RMDs to be able to assist in ensuring that penalties are avoided.
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Surgent's Top Business Tax Planning Strategies (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $89
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Tax planning for the end of 2023 and for 2024 is largely built upon legislation contained within the Inflation Reduction Act and the SECURE Act 2.0, both enacted in 2022, that offers new planning options for businesses. There are, however, other business tax changes that come from other pieces of legislation, IRS pronouncements of various kinds, and court cases. This program analyzes the new opportunities that these tax changes offer to businesses and their owners.
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Surgent's Top Individual Tax Planning Strategies (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $89
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The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contained tax law changes that impact many individuals in 2023 and in later years. This program covers many of these changes as well as other tax topics that continue to impact individual income taxpayers.
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Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (4 hours)
Available Until
On-Demand
4.0 Credits
Member Price: $129
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This program is an in-depth analysis of the Section 754 election and the two adjustments associated with the election under Section 743(b) and Section 734(b). The 754 election is a highly technical provision that provides great tax benefits to the owners of the partnership, and particularly in the case of Section 743(b), a new partner. In this webinar, our expert panel will cover the most common questions encountered by practitioners in their daily practices. The program includes a number of examples that provide insights into the mechanics of the two adjustments that follow upon a Section 754 election.
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Surgent's Transitioning to the Accounting Profession (2 hours)
Available Until
On-Demand
2.0 Credits
Member Price: $89
New accountants, whether coming right out of school or from industry will find that the accounting profession is heavily governed by technical and ethical standards. In addition, the new accounting professional will need to understand new terminology as well as what their team members and clients expect of them by way of job performance and client service. This module will help those transitioning to the accounting profession to understand the role of the accountant in public accounting and in industry, discuss the major standards relating to ethics including integrity, objectivity, independence and serving the public trust. (Please Note: This module is part of Surgent's Audit Skills Training: Level 1.)