CPE Catalog & Events
ChatGPT Deep-Dive Hands-on Bootcamp for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Getting started with ChatGPTTour of the ChatGPT app and how to use itVariety of hands-on case study examples for accounting, finance, and taxProtecting your data privacy in ChatGPTAdvanced ChatGPT features reviewSubscription plan options
Surgent's Excel Shortcuts for Accountants
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Online
2.00 Credits
Member Price: $99
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Surgent's Forms 7217 and 7203
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Online
2.00 Credits
Member Price: $119
Tax treatment of partnership distributions to partners of cash and property other than cash Basis of property received in a partnership distribution Executive Order 14219 withdrawing the IRS’s new regulations regarding basis shifting Organization and structure of the new Form 7217 Who must file Form 7203 Determining the S corporation shareholder’s initial basis in his or her stock Basis limitations on partnership losses and deductions Organization and structure of Form 7203 — understanding the three parts of Form 7203 Filing criteria for Form 7203 Calculating an S corporation shareholder’s share of S corporation deductions and credits Understanding stock and debt basis
Surgent's Mastering Accounting for Income Taxes
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Online
4.00 Credits
Member Price: $159
The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Finalized and proposed changes to ASC 740, including ASU 2023-09, CAMT, and global tax transparency initiatives
Surgent's Tax Planning for Rental Real Estate
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Online
4.00 Credits
Member Price: $179
Rental activities and passive activities Material participation Real estate professional status Active participation status Depreciation recapture – Sections 1245, 1250, and 291 Vacation homes rented out QBI deduction and rental properties Section 1237 safe harbor for divided parcel sales Practitioner considerations
Shorten Month-End - Closing Best Practices
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Online
4.00 Credits
Member Price: $149
Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close Review and discuss information systems headaches that slow you down Work through examples of close cycle "time killers" and how to resolve them Get inventory and cost of sales under control Identify the improvement projects that will yield the biggest benefit
Mastering the Art of Conflict: CPA Transformative Strategies
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Common conflicts CPAs faceThe impacts of having/not having crucial conversations Learn your conflict style and how to elevate your conflict capabilitiesIdentifying conflict triggersBest practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions.Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used.
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?
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Online
8.00 Credits
Member Price: $250
Preventing malpractice claims related to nonattest accounting services Identifying and safeguarding independence threats when issuing attest reports Establishing an understanding with the client regarding non-audit services Defining the varying levels of responsibility for accountants performing non-audit services Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements Properly considering going concern, subsequent events, and other disclosure matters Common issues related to peer reviews, including recurring reporting problems Applying financial analysis best practices to help your clients better interpret their financial results
Schedule K-1: What is it & What do I do with it?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/TrustsReporting Schedule K-1 information on Form 1040Basis limitations, loss limitations, and material participation rulesQualified Business Income (QBI) Deduction and Schedule K-1 integrationSchedules K-2 and K-3 requirements
Surgent's Introduction to Forensic Accounting
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Online
4.00 Credits
Member Price: $159
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Forensic Accounting: Investigating Divorce Cases
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The role of a forensic accountant in divorce proceedingsThe marketing of forensic accounting services to family law attorneysHow to conduct a financial investigationCommon areas to uncover hidden assets or incomeThe basic calculations in evaluating marital assetsTestifying in depositions and divorce court
Supervised AI Agents as Public CPA Audit Team Members
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Online
1.00 Credits
Member Price: $39
Independent execution: AI agents can perform control testing and analyze evidence across multiple formats. Audit-ready outputs: Deliver high-quality results with speed, accuracy, and consistency. Workflow integration: See how agents fit seamlessly into existing audit engagement processes. Guardrails and governance: Learn the safeguards and governance needed to ensure reliability. Human supervision: Explore the critical role of training data and oversight in producing trustworthy results. Practical applications: Real-world examples of firms already deploying supervised AI agents in audits. Augmentation, not replacement: Understand how AI can support, rather than substitute, on audit teams.
Corporate Finance Technology Selection: Practical Frameworks
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce)Technology trends and “AI” definitions: automation vs. machine learning vs. generative AI vs. agentic AI—what each means for governance and auditabilityFive common challenges in finance tech projects and how to address them:Cutting through vendor claims and AI hypeIntegration complexity and hidden costsChange management and proving ROIData quality readiness for AI and automationRisk, security, and governanceVendor Evaluation Scorecard: 20 criteria across five categories, including control “deal-breakers” (audit trails, segregation of duties, logging, SOC reporting, error handling)Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates)Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services)Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing GovernanceWorking with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid)
NextGen Leadership: Using Critical Thinking to Guide AI-Driven Decisions
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Online
1.00 Credits
Member Price: $49
· The role of critical thinking in effective financial decision-making. · Evaluating the strengths and limits of AI in finance functions. · Practical techniques for validating, cross-checking, and testing AI-generated data and reports. · Case studies illustrating real-world applications of critical thinking with AI (audit, pricing, forecasting). · Strategies for distinguishing human and machine roles in finance workflows. · Building documentation and audit trails for compliance and regulatory alignment. · Developing a "Future of Finance" mindset that supports partnership between human experts and AI.
Conducting Human Resource Investigations
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Online
1.00 Credits
Member Price: $39
Research Analysis Interviewing Documenting Reporting Results
Emerging Risks and Resilience - How Accountants and Finance are Leading - Part 2 Technology Disruption, Artificial Intelligence and Cybersecurity
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Online
1.60 Credits
Member Price: $79
Artificial Intelligence Emerging Risks for Acccountants and Finance Cybersecurity Risks
Accounting and Reporting Long-Term Debt
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Online
2.00 Credits
Member Price: $89
Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more! Proper treatment of short-term obligations that are expected to refinance within the next 12 months "Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time Differentiating between debt modifications and troubled debt restructuring Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation
Surgent's Critical Issues With Health Savings Accounts
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Online
2.00 Credits
Member Price: $119
HSA eligibility, including interactions between HSAs, FSAs, and HRAs Disqualifying coverage: Medicare, veterans’ benefits, Indian Health Service Benefits, and employer-based coverage (FSAs, HRAs) HSA deposits: rules employers must follow when making contributions and how to handle excess contributions HSA transfers and rollovers HSA withdrawals, including how to handle mistaken distributions HSA establishment date: how determined it is and the 18-month rule HSA tax reporting: responsibilities of employers, HSA trustees/custodians, and HSA owners HSA prohibited transactions Special situations: death, divorce, bankruptcy Potential disadvantages of HSAs Strategies for taking maximum advantage of HSAs
Surgent's Current Year FASB Update
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Online
2.00 Credits
Member Price: $119
Accounting for government grants Accounting for internal use software Other recent updates FASB’s technical agenda
Surgent's Opportunity Zones: Tax Planning, Compliance, and Emerging Issues
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Online
2.00 Credits
Member Price: $119
The rules governing gain deferral, basis adjustments, holding period requirements, recognition events, and the exclusion of post-investment appreciation Mandatory recognition of deferred gain for pre-2027 opportunity zone investments in 2026 The mechanics of qualifying for opportunity zone tax benefits Rules governing eligible capital gains Qualified opportunity funds, qualified opportunity zone businesses, and the applicable asset and business qualification tests Federal income tax consequences associated with opportunity zone investments Selected state tax conformity issues, planning opportunities, and challenges arising from differing state treatment of opportunity zone incentives