CPE Catalog & Events
AHI: Accounting Data Analytics
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Online
2.00 Credits
Member Price: $100
Accounting Data Analytics
Todd and Julie Chrisley Go to Prison
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Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing
Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer
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Online
4.00 Credits
Member Price: $159
The key requirements and audit areas that peer reviewers focus on when reviewing Yellow Book and single audit engagements Avoiding common pitfalls seen in Yellow Book and single audits How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer
Forensic Accounting: When The Office Is A Crime Scene
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Online
4.00 Credits
Member Price: $149
The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
Business Tax Update: OBBA and Recent Developments
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent legislation impacting business taxpayersThe One Big Beautiful Bill ActExtenders legislation updateMeals and entertainment expense reportingPartnership and S corporation updateIncome and deductions
How to Audit Expenses & Payables
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The basics of auditing expenses.Accrued liabilities and other payables.Relates audit assertions, risks, and threats to the expenses and payables balances.Substantive auditing procedures to peform.
Surgent's Capital Assets: Basis and Taxation for Financial Professionals
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Online
2.00 Credits
Member Price: $119
Capital asset classification and basis determination Realization vs. recognition rules and special scenarios Disallowed losses and related limitations Types of capital gains and losses and their tax treatment Netting capital gains and losses Calculating taxes on ordinary income and capital gains Marginal vs. effective tax rates Tax planning strategies for capital assets
Forensic Accounting: Court Approved Methods of Proof
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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 methods of proof in forensic accounting.The various types of methods of proof approved by the courts.The weakness and strengths of the methods of proof.The formulas in calculating methods of proof.Applying the formulas in various circumstances.
Google Gemini AI for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Google Gemini Quick StartGemini Standalone ChatbotMobile AppGemini integration with:WorkspaceGmailDocsSheetsSlidesUser Tips
Hot Topics Accounting Update - 2026
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
AHI: AI for Accountants - Practical Applications
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Online
2.00 Credits
Member Price: $100
AI in Accounting and Auditing
Best Practices: Conducting Meaningful Walkthroughs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of audit procedures.Documentation requirements.Real world examples of red flags that may arise.
Get started with Power BI
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Taxation of the Cannabis Industry
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Industrial hemp vs. marijuana.Income definitions under I.R.C. §61.Tax code restrictions: §280E and §471.State-specific marijuana laws.Cash management in cannabis businesses.Federal court case analysis.
Microsoft 365 Application Lightning Round Review-Updated
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps
Calculating the Retirement Need
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of retirement expenses and needsOverview of risk tolerance, time value of money and retirement planning factorsExamples of client retirement situations
Internal Control Changes for Remote Workers
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Surgent's Applying ASC 820: The Basics of Fair Value Accounting
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Online
4.00 Credits
Member Price: $159
Applicability of the use of ASC 820 The “exit price” approach Examples of market, cost, and income approaches to estimating fair value Use of Level 1, 2, and 3 inputs in determining fair value
Fundamentals of Form 1040 -- Individual
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Form 1040 essentials: filing requirements, due dates, and key schedulesFiling status, dependency rules, and taxable income sources (wages, investment income)Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits)Preparer due diligence, Circular 230 compliance and taxpayer rightsIRS cybersecurity considerations and best practices for taxpayer data securityLegislative updates
ABC Trust Planning and the Portable Exclusion 26-27
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Online
8.00 Credits
Member Price: $329
• The interplay of the estate, gift, generation-skipping, and income taxes • Claiming and protecting the portable exclusion • Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts • "B" (Bypass) trusts • "A" (Survivor's)/—C" (QTIP) trusts planning • "QDOT" (Qualified Domestic Trust) planning • What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill