CPE Catalog & Events
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Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
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Webcast
2.0 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
Federal Tax Update - Individuals (Form 1040)
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Phoenix
8.0 Credits
This session is a comprehensive review of the Federal individual income tax provisions and tax forms/schedules that will affect the 2026 tax returns and 2027 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Pat Garverick’s Quick Reference Chart.
Webcast: ACPEN Signature 2026: Managing the Risk of Fraud, and Artificial Intelligence
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Webcast
8.0 Credits
Business Fraud Fraud Risk Management and Fraud Risk Assessments Artificial Intelligence, Data Analytics and Digital Analysis Providing Forensic Services
Webcast: Form 1041 Advanced Series Part 1: Why Complex Trusts Are Complicated 26-28
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Webcast
2.0 Credits
How to Identify a Complex Trust and the Complications that Arise with Complex Trusts The Importance of Recognizing the Tier System used by Complex Trusts The Advantages and Requirements of the 65-day Rule Special Issues Related to the Charitable Contribution Deduction Use of a Checklist for Complex Trusts
Webcast: Consolidation Accounting 26-27
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Webcast
4.0 Credits
Consolidation accounting framework Voting control Variable Interest Entities Business combinations Control case examples Business combination case examples Disclosures
Webcast: ACPEN: Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statement
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Webcast
4.0 Credits
Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services
Webcast: ACPEN: Conducting Human Resource Investigations
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Webcast
1.0 Credits
Research Analysis Interviewing Documenting Reporting Results
Webcast: ACPEN: International Tax Treaties
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Webcast
2.0 Credits
Tax treaties Tax impact of cross-border transactions
Webcast: The CPA’s 2026 Guide to Cryptocurrency and Blockchain 26-27
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Webcast
2.0 Credits
Blockchain technology primer
Surgent's Understanding Non-Compete Agreements
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Webcast
2.0 Credits
Review of the current legal and regulatory framework surrounding non-compete agreements Enforcement of non-compete agreements from the employer’s perspective Opposing enforcement of non-compete agreements from the employee’s perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements
Webcast: Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues 26-27
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Webcast
2.0 Credits
Calculating DNI & the Distribution Deduction Determining Types of Distributions and Whether a Distribution "Carries Out" DNI In-Kind Distributions & the Impact on the Distribution Deduction Depreciation and the Distribution of In-Kind Property Distributions that Result in "Kenan Gain" Funding a Pecuniary Bequest with Depreciated Property IRC Sec. 643(e)
Surgent's Management Fundamentals
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Webcast
4.0 Credits
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
Webcast: ACPEN: What's Going on at the AICPA (2026/27)
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Webcast
2.0 Credits
AICPA audit and attestation developments Next phase of quality management Monitoring and remediation responsibilities SSAE No. 24 and SSARS No. 26 updates Exposure drafts on confirmations and fraud SAS No. 149 and group audit implications
Webcast: ACPEN: The FASB Conceptual Framework
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Webcast
2.0 Credits
Purpose and structure of the FASB Conceptual Framework Recognition and derecognition criteria Measurement concepts and approaches Qualitative characteristics of useful financial information Elements of financial statements Footnote disclosure requirements Relationship between the framework and standard-setting Practical application of the framework in accounting decisions
Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information
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Webcast
2.0 Credits
CPA responsibilities for client data Understanding the risks while traveling Legal and regulatory landscape CPA-specific considerations Data protection techniques and tools Policy and technical safeguards Pre- and post-travel protocols Employee education and compliance
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
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Webcast
2.0 Credits
Notice 2020-75: PTE elections What is a 754 election? What if a 754 election is not in effect? Tax implications of a partnership interest sale on the seller Look-through provisions
Surgent's Strategies for Maximizing Social Security Benefits
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Webcast
2.0 Credits
Eligibility rules for retirement, spousal, divorced spouse, survivor, and family benefits Understanding the new age of deemed filing How dual entitlement is calculated and how it affects benefit outcomes Key factors in deciding when to claim Social Security benefits Coordinating work and benefits, including the earnings test and its effect on income Managing Social Security to maximize after-tax cash flow, avoid higher Medicare premiums, and protect the survivor Updates related to recent legislation, including the SSFA and the OBBBA
Webcast: ACPEN: K2’s Best Word, Outlook, And PowerPoint Features
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Webcast
4.0 Credits
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Webcast
8.0 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)
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Webcast
4.0 Credits
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Identify and develop practical controls to prevent and detect fraud Tailor controls to the size and fit of the government or nonprofit