CPE Catalog & Events
Becoming a Fractional CFO: What to Do and How?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Do you have what it takes to be a successful fractional CFO?Should you be a solo practitioner or join a larger firm? 1099 versus W2?What skills are needed to be successful?Sales, marketing, etc.What are some of the ‘red flags’?Typical assignments and issues a fractional CFO will likely encounterThe greatest opportunity for fractional CFOs?Understanding your value
Surgent's Home Office Rules
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Online
2.00 Credits
Member Price: $119
Calculating the home office deduction Actual expense method Simplified expense method Definition of a home for purposes of the home office deduction Whether working-from-home employees can claim a home office deduction What is a “separate, identifiable space?” The “regularly and exclusively used” rule Defining a “principal place of business” Meeting clients, patients, and customers More than one trade or business Special rules that apply to daycare providers Separate, free-standing structures Depreciating the home
Surgent's Understanding Corporate Taxation: Formation and Shareholder Compensation
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Online
2.00 Credits
Member Price: $119
Contributions of property at formation Basis after the initial transfer Implications of boot Property transferred that is encumbered by debt Stock acquired through gift or inheritance Reasonable compensation Withholding on bonuses ISOs and non-qualified stock options Restricted stock and Section 83(b) elections Compensation and deduction timing
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
Surgent's Performing an Effective Audit Risk Assessment
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Online
4.00 Credits
Member Price: $159
Audit process and planning Materiality, performance materiality, and tolerable misstatement Assessing the risk of material misstatement Understanding internal controls and when the auditor must evaluate the design and implementation of internal controls Designing procedures to test the effectiveness of controls Issues noted related to performing substantive procedures Documentation Communication with the Client and Governance
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
S Corporations: Tax Compliance, Elections, and Best Practices
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Online
8.00 Credits
Member Price: $250
Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures
The CFO Who Went to Prison
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The importance of valuesIdentifying successEthical dilemmasMitigation strategiesCreating tools to help make better decisionsPersonal accountability strategies
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.
Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience
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Online
1.00 Credits
Member Price: $39
Leadership Professional Development Time Management
The Controllership Series - The Role of the Controller in ESG
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Online
1.50 Credits
Member Price: $79
Accounting Finance SG Operations
Sarbanes-Oxley 20 years later - Sourcing Emerging Risks Part 2
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Online
1.80 Credits
Member Price: $79
Sarbanes-Oxley Accounting
Agentic AI in Audit and Assurance
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Agentic AI and levels of autonomy in auditAgentic AI applications across audit workflowsAgent failures, prompt injection, and emerging threatsUS, Canadian, UK, and international regulatory developmentsAudit and assurance standards for agentic systemsControls, logging, permissions, evidence, and human oversightIndependence, ethics, liability, talent, and firm strategy
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
Surgent's Maximizing Health Savings Accounts for Retirement Planning
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Online
2.00 Credits
Member Price: $119
Triple tax advantages HSA tax advantages vs. other savings options/retirement plans Maximizing HSA contributions Long-term investment potential of HSAs Tax-free transfer of assets at HSA owner’s death HSAs as a retirement planning opportunity Savings goals Retirement perceptions and realities: common financial preparedness concerns, health care costs in retirement, Medicare misconceptions, and Medicare income-based premiums HSA funding strategies and pro tips
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
Tactical Finance Leadership - Building the Finance Team of Tomorrow
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Online
2.00 Credits
Member Price: $89
How the finance role has evolved—and where it is headed Technology, AI, and real-time financial information Knowledge obsolescence and the growing CPE gap Talent development, delegation, and employee engagement Integrating multi-generational workforces Emotional intelligence and communication skills for finance leaders Preventing bad decisions through structure and discipline Redefining what it means to be an effective CFO
Preparing and Reviewing Workpapers for Higher Quality Audits
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Online
4.00 Credits
Member Price: $149
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards
Partnership Checkup: Tax Issues & Forms Reporting
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Online
4.00 Credits
Member Price: $149
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Impact of contributed property Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process Discusses how S corporation losses impact Form 1040 Schedule E reporting How to get from the Schedule K-1 information to the basis calculations
The Art of Marketing for CPAs
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Online
4.00 Credits
Member Price: $149
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career