CPE Catalog & Events
Surgent's Basics of Employment Law for Non-HR Professionals
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Virtual
4.00 Credits
How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies Key functions of employment including recruitment, interviewing and selection
Preparation, Compilation, and Review Engagements: Update and Review
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Virtual
4.00 Credits
Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard-setting projects
Individual Tax Fundamentals - Tax Staff Essentials
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Virtual
8.00 Credits
Filing requirements Gross income inclusions, exclusions, and adjustments Standard and itemized deductions Tax credits Tax provisions for high-income taxpayers 3.8% net investment income tax Roth IRAs, traditional IRAs, and retirement plan options SECURE and SECURE 2.0 changes to retirement plan distributions Section 199A qualified business income deduction H.R. 1, including Trump accounts and deductions for seniors, tips, overtime, and car loan interest
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Virtual
8.00 Credits
Audit requirements for ERISA §103(a)(3)(C) audits An annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics Best practices for engagement planning, internal controls, risk assessment, and detailed testing Avoiding common mistakes while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Virtual
8.00 Credits
Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus Depreciation made permanent Increased §179 deduction Changes to §174 R&E Expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion Excess Business Loss Limitation Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Partnership Distributions, Form 7217, and S Corporation Redemptions Thinking beyond §163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Timely coverage of breaking tax legislation Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Decentralized Autonomous Organizations (DAOs)
ACPEN: Ethics, Education and AI; Can Thy Coexist?
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Online
1.00 Credits
How has AI has instigated a ‘war’ in education? Has cheating increased? Are the students being ethical? Are the institutions being ethical? How money exaggerates the ethical dilemma? Which is more dangerous, using AI in education or not? What should be done with professionals, e.g., CPAs, who use AI for CPE?
Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
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Virtual
0.00 Credits
Email fraud Phishing attacks Cloud security risks Cyber insurance Securing remote work environments
Independence for Auditors - AICPA, PCAOB, GAO & DOL
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Independence requirements issued by the AICPA, Government Accountability Office (GAO), Department of Labor (DOL), and the Public Company Accounting Oversight Board / SEC. Common areas of confusion, nuanced differences among the frameworks, and considerations auditors should keep in mind when performing attest services for different types of clients.
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
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Virtual
1.00 Credits
The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.
ACPEN: Claims Management Essentials: Cost-Saving Strategies for Employees and Employers
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Online
2.00 Credits
Medical Claims
How to Audit Cash
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Auditing CashAudit assertions, risks, and threats to the cash balanceAuditing procedures to perform
Smarter Tax Services with Artificial Intelligence (AI) Tools
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of AI technology and how it worksIdentify where AI can be incorporated into tax research, planning, and compliance servicesDiscover new opportunities to enhance your client advisory tax services with AI toolsReview the market of emerging and AI enhanced tax software toolsLearn about the newest generation of AI enable 1040 source document collection and organizer applicationsReview specific use cases for generative AI tools (e.g. ChatGPT, Microsoft Copilot) in your tax services
Workforce Transformation and Talent Management in 2025
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Virtual
1.00 Credits
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Understanding why the traditional pyramid structure is failing firms The inverted pentagon framework and its talent retention advantages Impact of technology and AI on entry-level accounting roles The 6 Ps of Business Model Transformation implementation Accelerating specialized skills acquisition in your workforce Effective knowledge transfer through mentorship and job rotation Technology-driven training and development strategies Best practices from other industries for workforce transformation Building and retaining specialized middle layers of expertise Strategic pricing models to support the pentagon structure
ACPEN: Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online
1.20 Credits
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
Entertainment, Meals & Travel Expenses: Review and Update
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
2026/27 Not-for-Profit GAAP Update
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.
ACPEN: Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency
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Online
2.00 Credits
PBM
ACPEN: Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
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Online
2.00 Credits
Why most equity compensation plans fail? Complexity of GAAP accounting for equity compensation plans Tax implications of equity compensation plans Who and how an equity compensation plan should be administered? Compliance issues to consider Recommendations to design a better equity compensation plan
ACPEN: Ethical Intelligence for Artificial Intelligence
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Online
2.00 Credits
Benefits and pitfalls of artificial intelligence in the accounting profession Selecting and utilizing artificial intelligence resources Applying professional skepticism to results Maintaining independence while utilizing artificial intelligence Upholding client confidentiality Data security and retention Citation of sources and related reporting considerations
Ethics and Professional Conduct
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Virtual
2.00 Credits
Discussion of what makes an ethical dilemma. Review of recent ethical violations Practical applications of the independence and conflict of interest rules Current PCAOB concerns
