CPE Catalog & Events
Surgent's Weekly Expert Hour (Original Air Date: 8/20/20) - On-Demand Webcast
Available Until
Online
1.00 Credits
IRS Notice 2020-51 IR 2020-182 IRS retools Settlement Days program in response to COVID-19 pandemic PPP loan developments (as of 8/20/20)
Surgent's Weekly Expert Hour (Original Air Date: 8/26/21) - On-Demand Webcast
Available Until
Online
1.00 Credits
Which states are taxing forgiven PPP loans? Update on draft 2021 forms (as of 8/26/21) Medicare overview Child and dependent care expenses/advance child tax credit payments Deductibility of conservation easements
Surgent's Weekly Expert Hour (Original Air Date: 8/27/20) - On-Demand Webcast
Available Until
Online
1.00 Credits
Proposed Schedules K-2 and K-3 (as of 8/27/20) Section 165(i) CARES Act changes to the net operating loss rules Revenue Procedure 2020-24
Surgent's Weekly Expert Hour (Original Air Date: 9/02/21) - On-Demand Webcast
Available Until
Online
1.00 Credits
S corporation PPP loan forgiveness Tax issues related to remote workers Family offices: an overview Investing in bitcoin and cryptocurrency
Surgent's Weekly Expert Hour (Original Air Date: 9/03/20) - On-Demand Webcast
Available Until
Online
1.00 Credits
CCA 202035011 The 10 most asked questions about IRAs and qualified plans Proposed regulations relating to employer-provided parking (as of 9/03/20) UPDATE on employee payroll tax deferrals (as of 9/03/20) Notice 2020-65
Surgent's Weekly Expert Hour (Original Air Date: 9/09/21) - On-Demand Webcast
Available Until
Online
1.00 Credits
IRS letter commenting on PPP loan treatment for pass-through entities Tax relief for hurricane and flood victims Tax-exempt property: determining the appropriate class lives
Surgent's Weekly Expert Hour (Original Air Date: 9/10/20) - On-Demand Webcast
Available Until
Online
1.00 Credits
IRS Notice 1444-A IRS Web page: BBA Centralized Partnership Audit Regime Top 10 questions regarding health insurance IRS Notice 2020-65
Surgent's Weekly Expert Hour (Original Air Date: 9/16/21) - On-Demand Webcast
Available Until
Online
1.00 Credits
Latest news on proposed tax legislation (as of 9/16/21) Modification of rules relating to retirement plans Health care sharing ministry Wyden pass-through reform discussion draft
Surgent's Weekly Expert Hour (Original Air Date: 9/23/21) - On-Demand Webcast
Available Until
Online
1.00 Credits
Latest news on proposed tax legislation (as of 9/23/21) Modification of rules relating to retirement plans SECURE Act 2.0 Wyden pass-through reform discussion draft
Surgent's Weekly Expert Hour (Original Air Date: 9/24/20) - On-Demand Webcast
Available Until
Online
1.00 Credits
IRS Announcement 2020-12 2020 estate, gift, and GST tax Mechanics and benefits of the gift/sale to grantor trust Partnership reporting for carried interests
Surgent's Weekly Expert Hour (Original Air Date: 9/30/21) - On-Demand Webcast
Available Until
Online
1.00 Credits
Coronavirus-related distributions Qualified disaster-related distributions from qualified plans TIGTA Report 2021 Retirement planning
Surgent's What Tax Practitioners Need to Know About Medicare - On-Demand Webcast
Available Until
Online
2.00 Credits
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Current and late breaking legislative and regulatory developments
Surgent's What You Need to Know About ASC 842, Leases - On-Demand Webcast
Available Until
Online
1.00 Credits
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Detailed review of accounting by lessees Transition guidance Recently issued updates to the lease accounting guidance
Surgent's What in the FASB Were They Thinking! Not-for-Profits and Leases - On-Demand Webcast
Available Until
Online
1.00 Credits
Evaluating whether a contract meets the definition of a lease Properly calculating the lease term Determinations and decisions to be made with regard to short-term leases Distinguishing operating leases from finance leases
Surgent's What in the GASB Were They Thinking! Governments and Leases - On-Demand Webcast
Available Until
Online
1.00 Credits
Evaluating whether a contract meets the definition of a lease Properly calculating the lease term Determinations to be made with regard to short-term leases
Surgent's Why Do They Do It? The Psychology of Fraud - On-Demand Webcast
Available Until
Online
2.00 Credits
The fraud triangle The truth default theory The concept of cognitive dissonance Confirmation bias Availability
Surgent's Why People Quit: A Look at Accounting and Other Professionals - On-Demand Webcast
Available Until
Online
1.00 Credits
Why employee retention matters Management’s thoughts on turnover Techniques employers use to retain and grow their employees Aspects of employment that matter most to employees Factors that contribute to employee turnover in accounting and finance professions
Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection - Download
Available Until
Online
8.00 Credits
The price of fraud – ACFE’s Report to the Nations and ancillary costs The current economy – microeconomics and analysis COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments) Power of morale – shrinking the fraud triangle and employee motivation Deviant workplace behavior Historic schemes Why good folks go bad – interesting findings and red flags Combating fraud with controls Controls used by fraud victim organizations and suggestions for better implementation Fraud’s new frontier Corporate social, environmental, governance, and equity/inclusion reports and audits
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues - On-Demand Webcast
Available Until
Online
2.00 Credits
Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities - On-Demand Webcast
Available Until
Online
2.00 Credits
Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home
