CPE Catalog & Events
AI & You
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Online
1.00 Credits
Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign
Measuring Audit Risks
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Online
3.00 Credits
The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
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Online
1.00 Credits
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2
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Online
4.00 Credits
How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle
Making Culture A Competitive Advantage
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Online
1.00 Credits
Talent Strategy Culture Employee Engagement Employee Retention Leadership Leadership Strategy
Accommodation Requests - Substance Abuse - Contagious Infections
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Online
1.00 Credits
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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Online
2.00 Credits
The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception
2025 Summer Tax Rewind
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Virtual
2.00 Credits
Proposed tax law changes and fundamental tax reform discussions Tax practice and procedures, best practices and reminders Recent changes to IRS regulations and other guidance
2025 Summer Tax Rewind
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Virtual
2.00 Credits
Proposed tax law changes and fundamental tax reform discussions Tax practice and procedures, best practices and reminders Recent changes to IRS regulations and other guidance
AI Ethics 2024: Balancing on the Tightrope
Available Until
Online
2.50 Credits
Technology threats Opportunities for development Vulnerabilities and risk mitigation Learning opportunities
Ethical Considerations in DEI 2024: Recruitment & Retention of Diverse Talent
Available Until
Online
2.00 Credits
Overview of DEI: The importance, what each is, and ethical obligations — what it means and why it is important (including company buy-in) Recruitment techniques: Organizational assessment surveys and recruitment channels Retention techniques: Employee benefits, mentors, promotions, diversity of thought, training, employee resources groups, stay interviews, performance evaluations
Ethical Transgressions 2024: Tales of Corruption
Available Until
Online
2.00 Credits
PPP fraud scheme An extensive timekeeping fraud Cryptocurrency investment scheme Insider trading Startup fraud The AICPA Conceptual Framework, the fraud triangle, the PLUS model, the Santa Clara University decision-making model and the SHRM Model
Tax Ethics 2024: Recent Developments for Compliance
Available Until
Online
2.00 Credits
AICPA Ethics Requirements Circular 230, including AICPA recommendations for change IRS-required WISP (Written Information Security Plan) Statements on Standards for Tax Services (SSTS) – final revisions
Virginia's Regulatory Landscape for CPAs 2024: What You Need to Know
Available Until
Online
2.00 Credits
A Virginia Board of Accountancy (VBOA) introduction The difference between Code of Professional Conduct, laws, regulations and policies License status — individual and firm Peer review Continuing professional education (CPE) Volunteerism The Code of Professional Conduct Enforcement
Surgent's 2023 Tax Update - Download
Available Until
Online
3.00 Credits
Timely coverage of breaking tax legislation Residency and domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements New Form 1099-K reporting requirements Virtual currency, including recent developments regarding NFTs Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Surgent's A Complete Guide to Offers in Compromise - On-Demand Webcast
Available Until
Online
2.00 Credits
Legislative history American Jobs Creation Act of 2004 and changes to IRC Section 6159 Comprehensive coverage of the three main types of OIC Doubts as to collectability (DATC) Doubts as to liability (DATL) Effective tax administration (ETA) Hybrid of DATC Detailed walk-through of the process and key terms Practical solutions and success rates Various scams
Surgent's A Complete Guide to the Yellow Book - Download
Available Until
Online
8.00 Credits
When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)? How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more) The Yellow Book requirements related to the performance of and reporting on a financial audit The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits
Surgent's A Complete Guide to the Yellow Book - On-Demand Webcast
Available Until
Online
8.00 Credits
When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)? How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more) The Yellow Book requirements related to the performance of and reporting on a financial audit The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits
Surgent's A Complete Tax Guide to Exit Planning - On-Demand Webcast
Available Until
Online
2.00 Credits
Gain exclusion and tax-free reorganization planning Gain exclusion with sales of C corporation stock – Section 1202 Deferral of gain with installment reporting Gain planning with partnerships Basis planning – basis step-up at death, gifts of interests to family Restructuring the business entity – C vs. S corporation, partnerships, LLCs Real estate planning – retention vs sales, like-kind exchanges Employee stock ownership plans – special tax incentives Employee benefit planning with ownership change Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes Prospects for tax law change
Surgent's A Guide to Auditing Common Investments - On-Demand Webcast
Available Until
Online
2.00 Credits
Overview of common investment types Typical audit risks and related audit procedures Alternative Investments Fair value disclosure, including applying the fair value hierarchy