CPE Catalog & Events
Surgent's Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
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Online
2.00 Credits
Member Price: $99
Office of Professional Responsibility – Authority and Procedures Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014) In depth coverage of the various Due Diligence obligations of tax professionals Overview of other key Circular 230 provisions Practitioner responsibilities to their clients and to the Tax Administration System Best Practices for all tax professionals
Taxation of Judgements and Settlements
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Online
2.40 Credits
Member Price: $99
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Online
4.00 Credits
Member Price: $159
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Artificial intelligence Financial risk analysis Enterprise risk management, including looking at AI Improving bank relationships
The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $149
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
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.
The Bottom Line on the New Lease Accounting Requirements
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Online
4.00 Credits
Member Price: $139
Lease classification Amortization of the leased asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions
AHI: Accounting Data Analytics
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Online
2.00 Credits
Member Price: $100
Accounting Data Analytics
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
The Bookkeeper Goes to Prison
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
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Online
4.00 Credits
Member Price: $159
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to apply them effectively and efficiently How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
Balancing Employee and Employer Rights
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Online
1.00 Credits
Member Price: $39
Customary management functions Delegation of authority Implementing changes in terms of employment Fundamental duties owed to employer
Common PCAOB Themes in ITGC Inspections
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Recurring PCAOB inspection themes related to Information Technology General Controls.ITGC audit approaches.Inspection patterns tied to evidence quality, professional skepticism, control clarity, scoping decisions, SOC reliance, and reviewer judgment. How inspectors evaluate ITGC workpapers.How recurring signals of weak documentation or unsupported assumptions increase inspection risk.
The Controllership Series: The Controller's Role in Artificial Intelligence
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Online
1.40 Credits
Member Price: $39
Accounting Finance
Risk Wrangling: Surviving the Modern Business Rodeo
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Online
2.00 Credits
Member Price: $89
Risk is the common thread in an evolving landscape Risk assessment Responding to assessed risks Auditing standards Other insights from AICPA guidance Fraud considerations The role of analytics Financial reporting considerations Risk mitigation
Tax Procedure
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Online
2.00 Credits
Member Price: $89
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
Deep Dive into Quality Management
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Online
2.00 Credits
Member Price: $89
Quality management standards for CPA firms SQMS 1 and SQMS 2 requirements Engagement-level standards (SAS 146, SAS 145, SSARS 26, SSAE 23) Post-implementation evaluation of quality management systems Monitoring and remediation responsibilities Auditor responsibilities under SAS 146
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Round robin review of lesser known M365 appsReduce / eliminate internal email communications with Teams and SharePointCollaborate on spreadsheet and documents with your colleagues in real timeGet control of your appointment schedule with the Bookings appTap the full potential of OneNote as your primary repository for notes, correspondence and moreReplace email attachments with secure file sharing linksDocument business processes with the Stream appLeverage the power of AI in M365 with Copilot
Sub-Recipient Monitoring 2026: Understanding the Pass-Through Requirements for Managing and Monitoring Your Sub-Awards
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Online
2.00 Credits
Member Price: $89
Subrecipient vs. contractor determinations under S200.331 Requirements for pass through entities under S200.332 Risk based monitoring methodologies Indirect cost rate negotiation and de minimis rate application The importance of sub-award agreements Using fixed amount award to solve an out-of-the-box matter
Surgent's Generative AI and Cybersecurity: Opportunities and Threats
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Online
2.00 Credits
Member Price: $119
Generative AI applications in cybersecurity (e.g., threat detection, automation) AI-enabled cyber threats, including phishing, deepfakes, and malware Real-world incidents involving AI-related cybersecurity challenges Proactive strategies for leveraging generative AI in cybersecurity Regulatory and ethical implications of generative AI in financial cybersecurity
Surgent's Guide to the AICPA Quality Management Standards
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Online
2.00 Credits
Member Price: $99
Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM