CPE Catalog & Events
Webcast: Accounting Industry Update 26-27
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Webcast
8.0 Credits
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
Webcast: Preparation, Compilations and Reviews—A Practical Workshop 26-27
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Webcast
8.0 Credits
Preparation Compilations Reviews
Webcast: ACPEN: An In-Depth Understanding of the Generation Skipping Transfer Tax
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Webcast
2.0 Credits
Overview of the GST tax and its policy purpose Direct skips, taxable terminations, and taxable distributions Skip persons and treatment of trusts as skip persons Application of the GST exemption and inclusion ratio Timely, late, and retroactive GST allocations Formula-based exemption allocations Planning strategies for GST tax minimization Filing considerations for Forms 706 and 709
Webcast: ACPEN: Business Valuation Fundamentals
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Webcast
1.0 Credits
Business Valuation Fundamentals The Objective - What type of report is needed? The Process Agreed Upon Procedures Calculation of Value Conclusion of Value Industry Sanity Checks – Would you pay or accept the value if it were your company?
Surgent's Excel: Mastering PivotTables
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Webcast
2.0 Credits
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Webcast: ACPEN: Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
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Webcast
1.0 Credits
Communications Self-Awareness Leadership
Surgent’s Weekly Expert Hour
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Webcast
1.0 Credits
Each week’s topics will change based on the most critical issues affecting financial professionals
Surgent's Review and Analysis of Crucial OBBBA Changes
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Webcast
2.0 Credits
Changes to the standard deduction Senior deduction Deduction for auto loan interest Estate tax changes and the portability option Tax consequences associated with investing in revised opportunity zones Full expensing of domestic R&E Individual and corporate charitable contributions Wagering losses Student loan discharges Taking advantage of scholarship granting organizations (SGOs) Dependent care assistance program Other crucial OBBBA provisions
Surgent's Taxation of the Mobile Workforce
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Webcast
2.0 Credits
What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out-of-state employee?
Arizona Income Taxation: Update and Overview
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Phoenix
4.0 Credits
Areas of "default" Arizona conformity with the Internal Revenue Code under current statutes. Understand the specific rules related to additions and subtractions for Arizona income taxes. Understanding the unique position of S Corporations for Arizona income taxes. Dealing with credit issues, including the credit for taxes paid to other states and the special situation for the credit involving Arizona, California, Indiana, Oregon and Virginia.
Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
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Webcast
4.0 Credits
ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting
Surgent's Project Management: Tips, Tricks, and Traps
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Webcast
4.0 Credits
Contrasting project management with operations management Reviewing organizational culture and how it applies to project management The various types of project management including Agile, Scrum, Waterfall, Critical path, and others Looking at risk management software and its application in different types of project management Managing and leading project management stakeholders
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Webcast
8.0 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
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs
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Webcast
8.0 Credits
Update on latest cases, rulings, and regulations including the final regs Provisions of Revenue Procedure 2022-19: Relief for S corporations Legislative update on retirement plan changes of the SECURE Act 2.0 How to handle liabilities of LLCs Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more Section 199A pass-through deduction planning Partnership planning -- Structuring partnership distributions and transfers of interests Optional basis adjustments -- §§754 and 732(d) Planning for the utilization of §179 and for the scheduled phase out of bonus depreciation Basis, distribution, redemption, and liquidation issues of S corporations Compensation in S corporations Sale of a partnership -- the best planning concepts What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning Partnership and LLC allocations A brief look at possible future changes to the taxation of pass-through entities The who, what, when, where, and how of the new FinCEN BOI reporting requirements
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Webcast
8.0 Credits
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Webcast: ACPEN: Ultimate Small Business HR Guide: Essential Tips for Success
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Webcast
1.0 Credits
Small Business Management
Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
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Webcast
2.0 Credits
Marginal tax rates effective in 2025 and beyond The QBI deduction Qualified residential interest Child Care Credit Miscellaneous itemized deductions, including the educator deduction Rollovers from 529 plans to ABLE accounts Additional expenses treated as qualified higher education expenses for purposes of 529 accounts Termination of credits for environmentally clean autos and expenditures Other timely topics
Surgent's Audit Skills Training Level 2: Preparing for Increasing Responsibilities in Public Accounting
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Webcast
8.0 Credits
Each module includes a lecture followed by in-class group case studies and activities. In this two-day course, the following two-hour modules will be presented: Day 1: Auditing accounts receivable Physical inventory observations Sampling fundamentals Assessing fraud risk in a financial statement audit Day 2: Auditing common investments Financial statement fundamentals SSARS refresher and attestation engagement overview Analytical procedures fundamentals
Webcast: ACPEN: Form 1040 Individual Income Tax Prep
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Webcast
8.0 Credits
Overview of Form 1040 and filing requirements Filing status and dependent rules Income reporting, including wages, interest, and dividends Adjustments to income Standard vs itemized deductions Common individual tax credits Introduction to Schedule C and Schedule E Preparer responsibilities, due diligence, and Circular 230
Webcast: ACPEN: 2026/27 Not-for-Profit Accounting & Auditing Update
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Webcast
4.0 Credits
Accounting Standards Updates (ASUs) affecting not-for-profit organizations Introduction to and comparison of the International Non-Profit Accounting Standard (INPAS) U.S. GAAP considerations for NFP financial reporting AICPA auditing and attestation updates Quality management: monitoring and remediation responsibilities Updates to SSAEs, SSARSs, and group audits