CPE Catalog & Events
Resistance to Resilience: Strive for Tech Change Acceptance
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Resistance to resilience in embracing new technologiesOvercoming barriers and ensuring successful implementationCutting-edge audit technologies, including AI, data analytics, and automationInsights into the Technology Acceptance Model (TAM)
Surgent’s Weekly Expert Hour
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Online
1.00 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
Relationship Networking: The Art Of Conversation
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Online
1.00 Credits
Member Price: $39
Networking Replatinship Management
Maintaining a Harmonious Working Environment
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Online
1.00 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments Scripts for addressing potential and actual sexual harassment situations Consensual relationships between leaders and their subordinates Effective violence prevention measure Survival tactics in active violence situations
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online
1.20 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
Applying the New Expected Credit Loss Model
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Online
2.00 Credits
Member Price: $89
Principles behind the new expectation credit loss model Acceptable methods for evaluating expected credit loss for certain financial instruments Enhanced disclosure requirements common for nonpublic entities
Individual Tax Update 2026: Cases, Rulings & Real-World Impact
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Online
2.00 Credits
Member Price: $89
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
Form 1120S - Preparation and Analysis
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Online
2.00 Credits
Member Price: $89
S corporation taxation fundamentals Income and deductions for S corporations Shareholder basis calculation Reporting requirements for Form 1120S Advanced tax planning strategies
International Tax Treaties
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Online
2.00 Credits
Member Price: $89
Tax treaties Tax impact of cross-border transactions
OBBA of 2025: Business Overview
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Online
2.00 Credits
Member Price: $89
An overview of provisions of existing law extended or made permanent without substantial change, including qualified opportunity zones Provisions of existing law extended or made permanent with substantial change, including bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses, and cash method of accounting New law provisions applicable to businesses, including bonus depreciation of nonresidential real estate Repealed existing law, including the commercial clean vehicle credit and electric car charger credit
Forgotten Managerial Accounting Tools
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Online
2.00 Credits
Member Price: $89
Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
International Cross Border Transactions
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Online
2.20 Credits
Member Price: $89
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk
Surgent's Post-death Planning and Estate Administration Strategies
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Online
2.00 Credits
Member Price: $99
Identifying short-term and long-term cash needs of the estate Evaluating funding sources for expenses, taxes, and distributions Timing of distributions and management of estate cash flow Asset sales, redemptions, and other liquidity strategies Coordination of estate tax and final individual income tax filings Income taxation during administration and income in respect of a decedent Valuation approaches and available valuation elections Installment payment options for estate tax liabilities Special elections affecting closely held business interests Use of disclaimers and beneficiary planning after death Spousal planning options and qualified interest elections Application of portability and exemption planning after the first death
The CPA's 2026 Guide to Cryptocurrency and Blockchain
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Blockchain technology primerCryptocurrency technology primerUpdate on the cryptocurrency marketplaceCryptocurrency exchanges - the good, the bad and the uglyOverview of cryptocurrency taxation and legislationSmart contracts - what they are and how they work
2024 Revision to Government Auditing Standards Impact
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
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Online
4.00 Credits
Member Price: $149
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
Assessing Independence Under Yellow Book
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Online
1.00 Credits
Member Price: $39
GAO Yellowbook Ethics
Section 199A Compliance: Rules and Reporting After OBBA
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Online
2.00 Credits
Member Price: $89
A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Application to rental real estate - "safe harbor" rule and aggregation rules Self-rental rule for 199A compared to self-rental rule for passive activities Differing impact on the sole proprietorship, partnerships and S corporations Forms reporting in Form 8995 and Form 8995-A Section 199A flowchart
Like-Kind Exchanges
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Online
2.20 Credits
Member Price: $89
Like-kind exchanges (LKE) Qualified third party intermediaries (QI)
Cost of Capital: What It Is and How to Use It
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Online
2.00 Credits
Member Price: $89
Find your organization's cost of debt Calculate the cost of equity Understanding your Weighted Average Cost of Capital (WACC) Interpret your cost of capital Properly use the cost of capital to make decisions Avoid common cost of capital mistakes