CPE Catalog & Events
Managing Your Money in Retirement
-
Online
3.00 Credits
Member Price: $109
Social Security Retirement Asset allocation Fraud
Surgent's Federal Tax Update
-
Online
4.00 Credits
Member Price: $159
Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to: TCJA provisions made permanent New Tip Income Deduction New Overtime Pay Deduction New Car Loan Interest Deduction New Temporary Senior Deduction Expanded SALT Cap Trump Accounts Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus Depreciation made permanent Increased §179 deduction Changes to §174 R&E Expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities Timely coverage of breaking tax legislation Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Surgent's Preparing and Writing Findings in Yellow Book and Single Audits
-
Online
4.00 Credits
Member Price: $159
The types of audit findings reported in Yellow Book and single audit engagements The finding elements required by the GAO and OMB standards Where audit findings get communicated in the reporting process
Business Transformation: Critical Skills for CFOs and Controllers
-
Online
4.00 Credits
Member Price: $139
Forensic Accounting: Finding Hidden Treasure in Tax Returns
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The rules of IRS disclosure of tax informationUnderstanding the role of IRS transcriptsInterpreting the actions of the IRS in transcriptsFOIA requestsAnalyzing tax information and returns for financial leads
Federal Tax Update: Business Comprehensive 26-27
-
Online
8.00 Credits
Member Price: $329
• Review of recent federal legislation and administrative rulings • Review of recent modifications to tax forms • Review of small business tax law and administrative update changes • Review of retirement plan changes • Overall review of tax practice and procedures
Real Estate Taxation Full Circle 26-27
-
Online
8.00 Credits
Member Price: $329
• Personal residence and vacation home advantages and traps • Depreciation, credits, passive losses, qualified business income (QBI) under the One Big Beautiful Bill • Installment sales • Involuntary conversions • Like-kind exchanges • Real estate investment trusts (REITs)
S Corporations: Comprehensive walk through of Form 1120S
-
Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Subchapter S status election and compliance requirementsRelief for late Form 2553 filings under Rev. Proc. 2022-19Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3I.R.C. §1361 and §1362 analysis for S Corporation electionsCorporate governance and formalities complianceShareholder stock and debt basis rulesBuilt-in capital gains and other aspects of Form 1120SSchedules K-1, K-2, and K-3 preparation and reporting requirementsOfficer reasonable compensation: requirements, advisory strategies, and audit defensesS Corporation eligibility errors and corrective measures
S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials
-
Online
8.00 Credits
Member Price: $319
Advantages and disadvantages of S corporations Electing S corporation status Termination of S corporation status S corporation tax on built-in gains S corporation pass-through to shareholders, basis, and losses S corporation distributions Taxable year of S corporations S corporation passive activity rules, fringe benefits, and other considerations
The Best Federal Tax Update Course by Surgent
-
Online
8.00 Credits
Member Price: $299
Comprehensive coverage of the One Big Beautiful Bill Act Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Taxation of the Cannabis Industry
-
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.
Using Psychology Secrets to Love your life and Get More Done
-
Online
4.00 Credits
Member Price: $149
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
Understanding Internal Control Constructs
-
Online
4.00 Credits
Member Price: $149
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach
-
Online
1.00 Credits
Member Price: $39
Mindfulness Creative Thinking Productivity Performance Neuroscience Leadership
Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience
-
Online
1.00 Credits
Member Price: $39
Leadership Professional Development Time Management
Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2
-
Online
1.20 Credits
Member Price: $39
Revenue Recognition Accounting
The Future of Work - The Landscape of Work Today
-
Online
1.20 Credits
Member Price: $39
Employment Data Talent Strategy
Ethics for CPAs: The Practical and the Possible
-
Online
2.00 Credits
Member Price: $89
The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions
Cryptocurrencies for the CFO: Explaining Blockchain
-
Online
2.00 Credits
Member Price: $89
What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language
Leaders Eat Last. Why? The Characteristics of Great Leaders
-
Online
2.00 Credits
Member Price: $89
What does "Leaders Eat Last" mean Understand human nature and how we work together or not Leadership skills can be taught True leaders care The need for trust Practical lessons from gifted leaders Steps to become a better leader