CPE Catalog & Events
Surgent's Engaging and Managing Young Professionals
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Webcast
2.0 Credits
Characteristics that are more dominant among younger working professionals and what distinguishes them from other sectors of the workforce Changes younger professionals seek in the workplace Suggestions on engaging and developing younger workers Best practices by organizations who have successfully integrated younger professionals Expectations as to learning, development, and training Work environments and schedules School-to-work transitions Views on salary, benefits, and corporate ethics Whether younger professionals’ expectations are significantly different from any other generation Strengths younger professionals offer which set them apart from others Common myths pertaining to younger professionals Definitions of success
Surgent's Making Sense of Essential OBBBA Provisions
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Webcast
2.0 Credits
Bonus and Section 179 depreciation Depreciation of qualified production property The business interest deduction Tax on excess compensation within tax-exempt organizations Excise tax on investment income of private colleges ABLE accounts and the Saver’s Credit Child Tax Credit Casualty losses Other crucial OBBBA provisions
Webcast: ACPEN: Preparation, Compilation and Review Engagements
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Webcast
2.0 Credits
Auditing Yellowbook
Webcast: ACPEN: SSARS Essentials: Best Practices for Review, Compilation, and Preparation Engagements
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Webcast
4.0 Credits
The SSARS landscape Review engagements Compilation engagements Preparation engagements Selecting from the menu of SSARS engagements AICPA quality management standards Independence and other ethical considerations Considerations when changing the level of service Pitfalls to avoid Best practices to adopt
Webcast: ACPEN: Impact of OBBBA 2025 on the Individual Taxpayer
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Webcast
6.0 Credits
OBBBA 2025 – New law provisions, those extended or made permanent with and without changes, and those repealed Illustrative example of how the OBBA changes may impact the everyday taxpayer Inflation adjusted rates for 2025 and 2026 Dependent care credit Student loan deduction Review of other individual credits and deductions
Webcast: ACPEN: Finding the Right Fit: An Exploration Financial Reporting Options for SMEs
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Webcast
4.0 Credits
Unique needs of SMEs The menu of available frameworks Exploration of specific SPFs U.S. GAAP provisions for SMEs Considerations when selecting a framework Audit, review, and compilation implications Pitfalls to avoid Best practices to adopt
Surgent's Introduction to Charitable Gifting for Individual Taxpayers
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Webcast
2.0 Credits
Fundamentals of charitable gifting Income and estate tax considerations for charitable giving Charitable deduction rules and limitations Structuring charitable contributions for maximum tax efficiency Advanced charitable gifting techniques Compliance and documentation requirements
Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow
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Webcast
2.0 Credits
How to optimize cash flow Qualitative evaluations: core earnings and sustainable growth Quantitative evaluations: liquidity ratios Increasing customer base vs. payment terms Business cycle and cash Behavioral finance biases Managing head count Other potential areas of excess cost
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs To Know
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Webcast
2.0 Credits
Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
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Webcast
4.0 Credits
The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans
Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment
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Webcast
4.0 Credits
AICPA hot topics and standard-setting initiatives AICPA Quality Management Standards: SQMS No. 1, SQMS No. 2, and SQMS No. 3 Consideration of fraud in a financial statement audit Discussion of the standard on audit evidence effective for years ended December 31, 2022 Discussion of the standard on auditing accounting estimates and disclosures effective as of December 31, 2023 Discussion of the two standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023 Discussion of standards that are effective as of 2025, including those dealing with client acceptance and questions asked of the predecessor auditor, the partner’s responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more
Webcast: ACPEN: Powerful Public Speaking
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Webcast
1.5 Credits
Communications
Webcast: ACPEN: The Controllership Series: The Controllers role in ESG
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Webcast
1.5 Credits
Environmental Social Sustainability Governance Accounting
Webcast: ACPEN: K2’s Better Reporting With QuickBooks Online
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Webcast
1.0 Credits
The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced
Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update
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Webcast
4.0 Credits
Key requirements of recently issued SASs Changes affecting 401(k) plans Audit strategy and improving overall efficiency Common mistakes as noted in peer reviews and DOL inspections
Webcast: ACPEN: Strategic CFO – Strategic Risk Management
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Webcast
2.0 Credits
Overview of Enterprise Risk Management (ERM) and COSO standards Evolution of COSO and why it matters today Governance, culture, and board oversight of risk Defining risk appetite and linking it to strategy Identifying, assessing, and prioritizing risks Risk responses: avoid, reduce, share, and accept Black swan events and managing uncertainty Communicating and reporting risk across the organization
Webcast: ACPEN: Deep Dive into Quality Management
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Webcast
2.0 Credits
Quality management standards for CPA firms SQMS 1 and SQMS 2 requirements Engagement-level standards (SAS 146, SAS 145, SSARS 26, SSAE 23) Post-implementation evaluation of quality management systems Monitoring and remediation responsibilities Auditor responsibilities under SAS 146
Surgent's Introduction to Required Minimum Distributions
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Webcast
2.0 Credits
How SECURE Act 1.0 and SECURE Act 2.0 changed the RMD rules What is an RMD? Who is subject to RMDs? The types of accounts subject to RMDs How to calculate an RMD How to determine if a distribution can be an RMD How to determine which life expectancy table must be used when calculating an RMD The rollover and transfer rules during an RMD year IRS penalties for non-compliance with RMD regulations Applying RMD strategies to different plan types When RMDs can and cannot be aggregated How to correct an RMD shortfall How to get a waiver of the excise tax on an RMD failure The tax implication of an RMD How to donate an RMD tax-free How to determine the RMD rules that apply to a beneficiary
Webcast: ACPEN: Fiduciary Accounting for Estates and Trusts
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Webcast
4.0 Credits
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
Webcast: ACPEN: K2's Automation For Increasing Personal Efficiency And Effectiveness
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Webcast
1.0 Credits
What are integration and automation? Exploring Integration Platform as a Service (iPaaS) tools and services Intelligent Voice Assistants (IVAs) and home automation systems Personal automation workflows and time-saving strategies Smart home integration and optimization