CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Surgent's Handling Difficult People
Available Until
Online
2.00 Credits
This professional development course equips you with practical strategies to manage challenging interactions in the workplace. Although difficult individuals may represent a small segment of the workforce, their impact can be significant, often leading to time lost and decreased productivity. In this course, you will gain essential skills to address and navigate these situations effectively. Additionally, you'll identify specific challenges and develop a personalized action plan for implementing the strategies learned back in your workplace.
Surgent's Hiring and Firing of Employees - What You Can and Cannot Do
Available Until
Online
2.00 Credits
There are numerous federal laws that restrict what businesses can do in terms of hiring and firing employees. Many of these laws impose significant penalties if employers violate them. Accordingly, it is crucial that all employers and their professional advisors understand these laws and apply them to their employment practices.
Surgent's Home Office Rules
Available Until
Online
2.00 Credits
Since 2017, employees have not been eligible to take an itemized deduction for a home office. The Tax Cuts and Jobs Act suspended all miscellaneous itemized deductions for tax years 2018 through 2025. That deduction is scheduled to go into effect in 2026. Self-employed individuals can deduct office expenses on Schedule C, Form 1040. The home office deduction includes typical office-connected expenditures such as supplies, postage, computers, printers, and all the other ordinary and necessary expenses a person would have in connection with running a home office. The home office tax deduction for the self-employed would cover expenses for the business use of a home, which includes mortgage interest, rent, insurance, utilities, repairs, and depreciation. This program discusses many of the most important issues relating to the deductibility of home office-related expenses.
Surgent's Hot IRS Tax Examination Issues for Individuals and Businesses
Available Until
Online
8.00 Credits
The IRS began replenishing its workforce with the additional funding from the Inflation Reduction Act only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns, Accounting, Tax, and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting, Tax, and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.
Surgent's How Can I Spot Fraud? A Review of Fraud Detection and Prevention Techniques
Available Until
Online
2.00 Credits
This course will discuss what to do if you suspect fraud within your organization. The HealthSouth fraud case is presented as a means of understanding how the fraud was committed, and ways in which it could have been prevented. This is the second of five 2-hour courses in Surgent's Fraud Certificate Program. This program includes a combination of lectures, animated videos, and live interviews with white-collar offenders and whistle-blowers. Each course is designed to be engaging and informative and will enhance your understanding of fraud.
Surgent's How to Account for Internal-Use Software Arrangements
Available Until
Online
1.00 Credits
This course provides an overview of the accounting for internal-use software. The accounting and reporting requirements related to internal-use software can be found within ASC Topic 350-40. The primary information addressed within this ASC Topic relates to the development costs that should and should not be capitalized, how those costs are amortized, how they are tested for impairment, as well as presentation and disclosure requirements.
Surgent's How to Effectively Represent Clients Under IRS Audit
Available Until
Online
2.00 Credits
Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several years as the IRS employs artificial intelligence in more of its audits. This program discusses how and when the IRS's energized audit efforts will result in more audits of taxpayers and what attendees need to know to effectively represent clients that the IRS audits.
Surgent's How to Settle a Client's Estate
Available Until
Online
10.00 Credits
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. This course enables the accountant to cut through the jargon to understand the legal concepts, communicate a real-world explanation to clients, and serve, in some instances, as an advisor to them. After taking this course, practitioners will feel more confident to serve in a fiduciary capacity. Updated for developments relative to estate taxation.
Surgent's How to Settle an Estate – An Overview
Available Until
Online
2.00 Credits
This course discusses the legal issues in probating and contesting a will, plus the practical issues involved when settling an estate - marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries. Inventory of estate assets is also discussed.
Surgent's IRS Tax Examinations and Hot Issues
Available Until
Online
4.00 Credits
Although the Inflation Reduction Act increased the IRS budget, Congress continues to battle about whether this funding will be continued. The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns, Accounting, Tax, and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting, Tax, and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.
Surgent's IRS Tax Examinations and Hot Issues
Available Until
Online
4.00 Credits
The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns, Accounting, Tax, and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting, Tax, and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.
Surgent's IT Governance and Risk Management
Available Until
Online
2.00 Credits
This course covers the key components of IT governance and risk management through interactive discussions and hands-on activities. By the end of the course, participants will have a thorough understanding of the function of IT governance within an organization, including roles and responsibilities and key frameworks. In addition, participants will learn about IT risk identification and assessment methods and IT general and application controls. Business process management and change management will also be discussed.
Surgent's IT Systems and Data Management
Available Until
Online
2.00 Credits
Explore the critical intersections between information technology (IT) systems and data management through this specialized CPE course for accounting professionals. This session covers business resiliency and disaster recovery strategies, change management processes, and much more. Through interactive discussions and hands-on activities, participants will learn how to enhance their organization's IT framework while ensuring robust data collection and storage. Equip yourself to oversee IT systems with confidence and reinforce data integrity and system availability.
Surgent's Implementing Subscription Pricing to Your Practice
Available Until
Online
2.00 Credits
This course is designed to provide accountants with a comprehensive understanding of the subscription pricing model. As the business world increasingly shifts toward subscription-based models, it's crucial for accountants to understand the financial implications and strategies associated with this pricing approach. This course will cover the basics of subscription pricing, how to set prices, and how to analyze the financial impacts of these decisions, as well as the specific impacts to your business. By the end of this course, participants will be equipped with the knowledge and skills to effectively manage the implementation of subscription pricing to their practice.
Surgent's Improve Design and Productivity with Excel Tables
Available Until
Online
2.00 Credits
Excel tables are a fundamental feature that streamlines data organization, analysis, and visualization in Excel. Throughout this course, you will discover how to transform raw data into elegant, efficient, and visually appealing tables. By harnessing the full potential of Excel tables, you will be able to make better data-driven decisions and collaborate more effectively in various professional settings. Unlock the full potential of Excel tables to revolutionize the way you manage, analyze, and present data, leading to improved efficiency and better decision-making in your personal and professional endeavors.
Surgent's Improve Spreadsheets by Building Controls in Excel
Available Until
Online
2.00 Credits
In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy.
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
Available Until
Online
2.00 Credits
Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company's competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors that prevent our companies from being as streamlined as they could be. By using statistics and survey data, we will attempt to show how to better negotiate and navigate budgeting and contracting decisions. We will also discuss financial statement analysis techniques, benchmarking, and cash flow management in an effort to better cut costs and maintain the long-run viability of an organization.
Surgent's Incident Response and Case Studies in AI-powered Cybersecurity
Available Until
Online
2.00 Credits
This course emphasizes the practical application of incident response frameworks through case studies of AI-related cyber incidents. It focuses on preparing financial professionals to effectively manage and learn from cybersecurity crises.
Surgent's Increase Success by Understanding People
Available Until
Online
1.00 Credits
As finance professionals we often have dual responsibilities, to use our technical skills and also to exercise our leadership skills to lead a department. But we are often not sufficiently trained in the second, and sometimes most important, skill set. This short program takes an in-depth look at a proven model designed to help us understand both ourselves and other people. In so doing, we gain the skill to lead better, handle problem employees and coworkers, and significantly gain upward mobility within the organization.
Surgent's Increase the Efficiency of Your Organization
Available Until
Online
1.00 Credits
There are only two things that any organization needs to accomplish for success: serve the customer well and do it efficiently. This short program will concentrate on the efficiency side, which is always near and dear to the heart of the financial professional. We will develop a well-proven program to increase efficiency in a way that is both embraced by employees and has been found to work. By following this simple formula, any organization can become more efficient.