CPE Catalog & Events
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Preparation, Compilations and Reviews—A Practical Workshop 26-27
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Online
8.00 Credits
Member Price: $329
• Preparation • Compilations • Reviews
An Exhaustive Look At Fraud and Ways To Control It
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Online
8.00 Credits
Member Price: $239
The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
Leases: Mastering the New FASB Requirements
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Online
8.00 Credits
Member Price: $319
Lease classification Amortization of the lease asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions Presentation and disclosure requirements
Yellow Book: Staying Compliant With Government Auditing Standards
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Online
8.00 Credits
Member Price: $319
Foundation and principles of generally accepted government auditing standards (GAGAS) Yellow Book compliance requirements Ethics, independence, and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits, attestation engagements, and reviews of financial statements Fieldwork and reporting standards for performance audits
ChatGPT and Advanced Accounting Research
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The accounting research transformation: Comparing Google vs. AI methodologiesAI ecosystems and specialized models for accounting applicationsAdvanced prompt engineering techniques for financial and tax researchAI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstoresPersona priming and P&P stacking methodologies for optimal AI interactionsEthical considerations and limitations of AI in accounting researchThe compliance chess effect: AI's impact on tax planning and regulatory responseAI-driven automation for regulatory updates and compliance monitoring
S Corporations: Calculating Shareholder Basis
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations
Al Capone to Cybercrime: The Journey of IRS Special Agents
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system.Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
Streamlined Excel Reporting Series Session 2: Working with PivotTables
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Online
2.00 Credits
Member Price: $89
Report type comparison Customizing PivotTable options Format and design options Calculated fields and items Multiple value fields
Surgent's Business Writing: Professional & Effective Emails
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Online
2.00 Credits
Member Price: $99
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 Depreciation Rules for Bonus and Section 179 Expensing
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Online
2.00 Credits
Member Price: $99
OBBBA permanently restores 100% bonus depreciation Notice 2026-11 confirms existing bonus framework and availability of component elections Qualified improvement property (QIP) is boosted by OBBBA Qualified production property (QPP): established by OBBBA, clarified by Notice 2026-16 Definitions Timing Inclusions/exclusions Third-party lease scenarios Election mechanics Recapture New enlarged Section 179 ceiling limitations OBBBA energy incentives sunset guide 179D deduction still in play Tangible property regulations and their role in a strategic hierarchy of depreciation
Surgent's Time Management for Professionals
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Online
2.00 Credits
Member Price: $99
Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan
Finance and Innovation: Reinvent Your Organization and Dept.
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:What is innovation?The different forms of innovation, e.g., sustaining and disruptive.The five discovery skills needed to be innovative?The value of why we need to find ways to say, “Yes!” How to change your processes, rules and departments to be more innovative? Lessons learned from innovative businesses with examples.How does innovation happen and how to make innovation stick?The need to improvise and embrace broad experiences.
Surgent's Key Current Financial and Economic Issues Facing the Financial Executive
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Online
8.00 Credits
Member Price: $279
Taking a strategic perspective relative to risk management and crisis management Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction Managing the debt and equity mix for your organization in a rapidly changing economic landscape Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning Evaluating retirement programs with Social Security funding for your employees Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment Influencing growth through acquisition of distressed organizations The economic way ahead for the CFO/Controller
Fraud & Embezzlement: Case Studies from the Trenches
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.
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)
Profiles in Fraud
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Real life fraudsters: what they did, how they got away with it, how they finally were caughtProfiles: the characteristics the fraud perpetrators have in commonTechniques to prevent and deter these common schemes
Income Tax Planning for Bond Investments 26-27
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Online
4.00 Credits
Member Price: $175
• Active versus passive investing • Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax • The tax treatment of bonds purchased at a discount or premium • Bond swap and U.S. Savings Bond strategies
Revenue Recognition for Private Entities 26-27
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Online
4.00 Credits
Member Price: $175
• Analysis of requirements for revenue recognition under ASC 606 • Discussion of the requirements for auditing revenue transactions • Analysis of internal control and fraud risk aspects • Identification of high-risk areas of revenue recognition • Suggested procedures for identified risks
Advanced Staff Tax Training: Individual 26-27
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Online
8.00 Credits
Member Price: $329
• Taxation of investments • Reporting of business income and losses from pass-through entities including loss limitations • Non-income taxes that impact individual income tax returns • Retirement contributions and planning • Alternative Minimum Tax (ATM) • Social Security taxation • Charitable contribution planning with limitations
How Technology Controls Should Be Developed and Implemented 26-27
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Online
8.00 Credits
Member Price: $329
• Considerations for the maintenance of an internal control system • The types of policies and procedures organizations should utilize • Reviewing and testing control measures • Updating controls and implementing control changes