CPE Catalog & Events
Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data
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Online
2.00 Credits
Member Price: $99
Automation capabilities of Excel The “Get & Transform” Tool Using “Get & Transform” for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports
Surgent's Unique Tax Attributes of Different Entity Types
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Online
2.00 Credits
Member Price: $99
Considerations for a small business owner Self-employment taxes Guaranteed payments to partners QBI deductions: Section 199A Built-in gains tax: S corporations Excess passive income tax: S corporations PTE elections: S corporations and partnerships Taxation of fringe benefits: S corporations Double taxation of C corporation dividends Taxation of limited liability companies Which entity to choose?
Expand Your Analytical Toolbox More Tools for Success
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Online
4.00 Credits
Member Price: $159
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
OBBA 2025 Unpacked: Impact for Taxpayers and Business Owners
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Online
4.00 Credits
Member Price: $129
An overview of provisions of existing law extended, made permanent without substantial change and/or WITH substantial changes, including casualty losses, individual tax rates, alternative minimum tax, bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses New law provisions for individuals and businesses Review of existing law provisions that have been repealed, including electric car credit, home energy credits, commercial clean vehicle credit and electric car charger credit
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
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Online
8.00 Credits
Member Price: $400
Discuss the most recent business income tax legislation passed to date Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, §163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses Brush up on issues related to compensation, distributions, liquidations, self-employment taxes and retirement plan Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms
The One Big Beautiful Bill: 2025 tax legislation
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill Individual General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions
The Psychology of Fraud
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Online
1.50 Credits
Member Price: $79
Fraud Fraud Triangle
Financial Acumen for Today's HR Leader
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Online
2.00 Credits
Member Price: $79
Financial Statement Insight Trend Analysis Financial Benchmarks
CFO Series: Decision Making in Our Non-linear World
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Better plans require more planning; what do we need to change in our decision process?How to use the OODA loop and other decision models?New lessons from the Judgement of SolomonWhy the best performing organizations always plan for the unexpected (multiple scenarios always)Experiments always lead to success.Tools to deal with randomness, including the Scientific Method, re-framing, and periodic reality checks.Choosing the right, relevant costs?The sunk cost fallacy reexaminedOpportunity costsRelevant costs for responsibility accountingProduct or process continuance or discontinuanceFixed costs vs avoidable costs. Short run and long runDecision dynamics; how can today’s right decision turn sour tomorrow?Unintended consequencesSelling surplus capacityHow statistics can be misused and misunderstood – thus increasing riskReal options increase certainty by making us more flexibleAll risk is subjective, but we futilely attempt to quantify the unquantifiable
Comprehensive Roth IRA Strategies Analysis 25-26
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Online
2.00 Credits
Member Price: $99
Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth
Small Business Risk Avoidance
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Online
4.00 Credits
Member Price: $159
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Yellow Book Independence and Single Audit Fundamentals
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit
International Tax Lunch Series March 2026
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Online
1.00 Credits
Member Price: $55
Various tax topics from a legal perspective International, Federal and State tax matters
Preparing for & Conducting Discharge Meetings
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Online
1.00 Credits
Member Price: $59
Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
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
Forgotten Managerial Accounting Tools for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis
PowerPoint: Tips & Tricks for Today's Accountant
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Online
2.00 Credits
Member Price: $109
Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint
Fraud Stories Series March 2026
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Online
2.00 Credits
Member Price: $99
Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
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Online
2.00 Credits
Member Price: $99
Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting Review the three levels of service Discuss technology options Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche
Unlock the Power of AI with Copilot in Excel
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Copilot in ExcelAutomating Tasks and Enhancing ProductivityAdvanced Data Insights with Copilot