CPE Catalog & Events
Surgent's Annual Accounting and Auditing Update
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Webcast
8.0 Credits
Recently issued FASB Accounting Standards Updates, PCC Update, and items on the FASB’s Technical Agenda Recently issued ASUs covering derivatives, credit losses under ASC 326, government grants, and expense disaggregation FASB Final PIR Report for Leases (Topic 842) Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Proposed SAS on the auditor’s responsibility relating to fraud Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters
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 Mastering Client Management for Accounting and Finance Professionals
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Webcast
2.0 Credits
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Webcast: ACPEN: Design Flexible Work Options To Attract & Retain Your Workforce
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Webcast
1.0 Credits
Flexible Work Options Employee Engagement Talent Management Strategy
Webcast: Accounting and Auditing Update 26-27
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Webcast
4.0 Credits
Review of new accounting standards issued in 2025 and 2026 Applicable changes to accounting for government grants and crypto currency Compilation and review standards and interpretations (SSARS) Auditing standards including a deep dive into the quality management standards
Webcast: Estate Planning Strategies Using Irrevocable Trusts 26-27
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Webcast
6.0 Credits
The gift, estate, and income tax treatment of irrevocable trusts The benefits and risks of spousal lifetime access trusts (SLATs) Planning with grantor retained interest trusts (GRATs and GRUTs) and Qualified Personal Residence Trusts (QPRTs) When to use life insurance trusts (ILITs) and dynasty trusts The effectiveness of domestic asset protection trusts (DAPTs)
Webcast: Four Most Overlooked Business Risks: Preparing for the Future 26-27
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Webcast
8.0 Credits
Systemic Risk Strategic Risk Culture Risk Management Continuity Risk
Webcast: K2's Excel Essentials for Staff Accountants 26-27
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Webcast
8.0 Credits
Best practices for creating and working with Excel workbooks
Webcast: ACPEN: Building Personal Leadership Skills
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Webcast
4.0 Credits
Leadership Personality Types Communication Uses of AI in the work place
Webcast: ACPEN: Working Through Grief and Loss - How to Build a Supportive Workplace
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Webcast
1.0 Credits
Employee Relations Culture Leadership Employee Retention
Surgent's Business Writing: Professional & Effective Emails
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Webcast
2.0 Credits
Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails
Surgent's Top Business Tax Planning Strategies
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Webcast
2.0 Credits
Lower marginal tax rates made permanent New, more generous depreciation rules for bonus and Section 179 Qualified production property and bonus depreciation Full expensing of domestic research and experimental expenditures Rev. Proc. 2025-28 and options for small taxpayers Taking advantage of the QBI deduction Taking advantage of the SALT cap and the pass-through entity tax Form 1099 reporting changes Deducting business interest and business losses Taking advantage of the new Section 1202 tax regime
Surgent's Federal Tax Update
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Webcast
4.0 Credits
Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to: TCJA provisions made permanent New Tip Income Deduction New Overtime Pay Deduction New Car Loan Interest Deduction New Temporary Senior Deduction Expanded SALT Cap Trump Accounts 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 The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities Timely coverage of breaking tax legislation Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Webcast: ACPEN: Performance Auditing Made Easy
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Webcast
1.5 Credits
Performance audit standards Performance audit types Performance audit objectives
Surgent's Adapting to OBBBA Changes: A Strategic Review
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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 International Tax Challenges and Opportunities for U.S. Filers
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Webcast
3.0 Credits
Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements
Webcast: ACPEN: Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
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Webcast
8.0 Credits
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation
Webcast: Build Your Team: Get Results 26-27
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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: K2's Excel Best Practices 26-27
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Webcast
8.0 Credits
Best practices associated with creating Excel workbooks, including managing workbooks
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