CPE Catalog & Events
Surgent's A Guide to Nonqualified Deferred Compensation
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Virtual
2.00 Credits
The basics of nonqualified deferred compensation (NQDC) NQDC compliance Taxation of NQDC plans Types of NQDC plans Financing/funding NQDC plans Planning strategies
AI for CPAs - How it Works and How to Apply it
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Fundamentals of machine learning and AI algorithmsHow generative AI models like ChatGPT functionPractical examples of generative AI in accounting, finance and taxKey terminologies and concepts simplifiedAI Agents for process automation
Behind the Curtain: Exploring IRS Audit Technique Guides
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries
Individual Tax Update: Recent Developments
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Virtual
2.00 Credits
The major topics that will be covered in this class include:2025 Tax Provision SunsetsResidential Energy CreditVirtual currency reporting and Form 1099-DAStudent loansRecent individual taxpayer case rulings
The Controllership Series - Sales, Collections and Customer Credit
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Online
1.50 Credits
Accounting Sales Collections
Roadmap to Ethical Decision Making
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Online
2.00 Credits
Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters Discuss the principles of professional conduct Address compliance with professional standards Use case studies to address circumstances that may create threats to independence
A Guide to Sampling - Part 2
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Online
2.00 Credits
Auditing Yellowbook
2025 AICPA Regulatory Ethics Update
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
Surgent's Choosing the Right Business Entity
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Virtual
2.00 Credits
Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.
Understanding the New Forms K-2 and K-3
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Virtual
2.00 Credits
The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
Coaching the Next Generation of CPAs
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.
ChatGPT and IRS Taxation Law Research
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting
Accounting & Attestation for ESG
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Online
2.00 Credits
ESG Accounting & Auditing Yellowbook
Tax Depreciation: How to Optimize Deductions
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Online
2.00 Credits
Recent tax legislation and developments related to depreciation and capitalization Eligible property for Section 179 and Section 168(k) Section 179 deduction and its use to depreciate real property Section 168(k) deduction and its use to depreciate real property Disposition of segments of real property Exchanges of tangible personal property after repeal of the like-kind exchange rules
Disaster Relief Act of 2024
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Online
1.00 Credits
Federal Disaster Relief Act provisions enacted in December, 2024 Comparison of personal use casualties with business/investment casualties When to claim casualty losses How to postpone casualty gains Business casualty gains and depreciation recapture
Side-Hustle CFO
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Virtual
1.00 Credits
The major topics that will be covered in this course include:The systems you need to start your own advisory service.Information on how to package, price and market your business.Transforming accounting knowledge into expertise you can sell.
Exploring Internal Controls That Could Have Prevented Frauds
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Virtual
2.00 Credits
The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios
Lessee and Lessor Accounting
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Virtual
2.00 Credits
Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
2024 Revision to Government Auditing Standards Impact
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits
Surgent's Annual Accounting and Auditing Update
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Virtual
8.00 Credits
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters
