CPE Catalog & Events
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
-
Webcast
2.0 Credits
What keeps companies from becoming streamlined? Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle
Surgent's Raising Financially Capable Children
-
Webcast
2.0 Credits
Discussion of the importance of financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards, crypto, and financial fraud
Surgent's Section 529 Plans: A Comprehensive Guide
-
Webcast
2.0 Credits
529 plan structure, requirements, and tax treatment Qualified education expenses, K–12 allowances, and student loan limits Contribution rules, gift-tax interactions, and the five-year election Distribution rules, penalties, and coordination with financial aid State tax considerations and recapture issues SECURE Act 2.0 529-to-Roth IRA rollover provisions Grandparent-owned 529 plans and FAFSA implications Multigenerational and dynasty 529 planning strategies Common challenges, risks, and practical decision frameworks
Federal Tax Update - Individuals (Form 1040)
-
Yuma
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: Federal Tax Update - Individuals (Form 1040)
-
Webcast
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.
Surgent's Audit Skills Training Level 2: Preparing for Increasing Responsibilities in Public Accounting
-
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 Signature 2026: S Corporations Update
-
Webcast
8.0 Credits
Making the S election. Per share per day accounting rules. Revenue procedures for curing various errors that can adversely affect S status. Regulatory safe harbors for routine commercial agreements. Employment tax issues.
Webcast: Comprehensive Roth IRA Strategies Analysis 26-27
-
Webcast
2.0 Credits
Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth
Webcast: Preparing Financial Statements for Clients 26-27
-
Webcast
4.0 Credits
Preparation engagement definition and risk assessment Materiality Misstatements & Fraud Client acceptance and continuation Engagement letters Prospective financial statements
Webcast: Build Your Team: Get Results 26-27
-
Webcast
8.0 Credits
Myths about teamwork Lessons from great teams Discuss the Five Dysfunctions of a Team Key duties and attributes of a true leader How to gain commitment Create an action plan to harness teamwork
Webcast: ACPEN: IFRS Update
-
Webcast
2.0 Credits
Explore where financial statement preparers should focus the most time and attention on now when preparing interim and annual financial statements, such as: o Costs charged to PP&E in the "testing&" phase o Calculating onerous contract costs o Calculating the 10 percent test for determining substantially different cash flows Discover highlights of recently-issued IFRS pronouncements, focusing on changes with upcoming effective dates, such as: o Classification of liabilities as current o Defining accounting estimates
Webcast: The CPA’s 2026 Guide to Cryptocurrency and Blockchain 26-27
-
Webcast
2.0 Credits
Blockchain technology primer
Webcast: ACPEN: Building Personal Leadership Skills
-
Webcast
4.0 Credits
Leadership Personality Types Communication Uses of AI in the work place
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes
-
Webcast
2.0 Credits
Major 2026 tax form changes as they relate to individual taxpayers How 2026 tax developments impact 2026 tax forms
Webcast: Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27
-
Webcast
2.0 Credits
Review of sample returns with illustrations of most forms of gifts How to meet the adequate disclosure requirements Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse Electing in or out of GST allocations with indirect skips
Surgent's Critical Issues Involving Taxation of Construction Contractors
-
Webcast
4.0 Credits
The impact of recent legislation on the construction industry (including the OBBBA) How to qualify for the small contractor exemption and its advantages for the taxpayer Options available to small contractors regarding taxation of long-term contracts How the choice of entity impacts taxation of contractors How AMT impacts the construction industry IRC §460 and large contractors How uninstalled materials impact taxation of contractors Look-back rules Using the 10 percent method to allow certain contractors to defer recognizing taxable income Critical tax planning strategies for contractors
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
-
Webcast
4.0 Credits
The Inflation Reduction Act of 2022 Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new §461(l)), American Rescue Plan Act, and Inflation Reduction Act
Webcast: ACPEN: What's Going on at the GASB (2026/27)
-
Webcast
2.0 Credits
GASB Statement No. 103 (financial reporting model improvements) GASB Statement No. 104 (capital asset disclosure enhancements) GASB Statement No. 105 (subsequent events) Recent GASB pronouncements and updates Active GASB exposure drafts and ongoing projects
Surgent's Adapting to OBBBA Changes: A Strategic Review
-
Webcast
2.0 Credits
Business losses The SALT cap Implementing Section 1202 changes Form 1099 reporting changes Business meals Health care–related issues Family and medical leave Other crucial OBBBA provisions
Surgent's Artificial Intelligence for Accounting and Finance Professionals
-
Webcast
2.0 Credits
What artificial intelligence is and how it differs from automation Current AI technologies: generative AI, large language models (LLMs), and machine learning How AI enhances accounting financial analysis, auditing, tax compliance, and client advisory services Risks and limitations of AI: bias, data integrity, and over-reliance on automation Data governance, security, and privacy in AI-enabled systems Case studies of how accounting firms and finance teams are implementing AI today Future skills for accounting and finance professionals in an AI-driven environment