CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Surgent’s Weekly Expert Hour: Implications of the 2024 Election Results (Original Air Date: 11/7/24)
Available Until
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1.00 Credits
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series.
Surgent’s Weekly Expert Hour: Special 2-Hour Edition – House Version of Tax Reform
Available Until
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2.00 Credits
The House of Representatives passed a version of President Trump's "One Big Beautiful Bill" on May 22, 2025. It contains significant tax law changes and a permanent enactment of the Tax Cuts and Jobs Act (TCJA). These changes must still go through the Senate, and eventually both bodies have to agree on identical versions of the same tax reform provisions. Our program will examine the new changes enacted by the House, and our panel will discuss the TCJA provisions that may become law. These topics have not yet been enacted into law, but we believe many of them will be once they have gone through the Senate. Practitioners who attend this program will learn about all of these new proposed changes, most of which we believe will be enacted shortly. Many of them will be effective in 2025.
The Best Federal Tax Update Course by Surgent
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16.00 Credits
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
The Best Federal Tax Update Course by Surgent
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8.00 Credits
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
The Best Individual Income Tax Update Course by Surgent
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12.00 Credits
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
The Best Individual Income Tax Update Course by Surgent
Available Until
Download
8.00 Credits
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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12.00 Credits
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
Available Until
Download
8.00 Credits
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.
A Human’s Guide to Artificial Intelligence
Available Until
Online
1.00 Credits
This webinar explains some of the core terminology surrounding Artificial Intelligence and offers practical advice on getting the most out of Large Language Models such as ChatGPT.
AICPA Peer Review Must-Select Industry Update: Employee Benefit Plans
Available Until
Online
4.00 Credits
Latest employee benefit plan-related updates that need special attention in a peer review are explored with information from the 2025 Peer Review Conference session on employee benefit plans.
AICPA's Annual Federal Tax Update
Available Until
Online
11.00 Credits
All new material for tax practitioners to get updated on the most pressing tax matters affecting business entities, individuals, estates, and trusts, including H.R. 1.
Advanced Taxation of Partnerships & LLCs: Basis, Distributions, and Sales of Interest - Tax Staff Essentials
Available Until
Online
3.50 Credits
Upskilling tax professionals on essential topics in partnership taxation.
Annual Update for Controllers and Finance Managers: Driving Business Value
Available Until
Online
10.00 Credits
CFOs, controllers, and finance managers often play a key role in driving value within an organization. You'll explore best practices tailored to help enhance your impact within your organization.
Auditing Digital Assets, Part I
Available Until
Online
2.50 Credits
You'll learn specific considerations for auditing digital assets, including client acceptance and continuance; risk assessment processes and controls; and laws, regulations and related parties.
Bankruptcy, Insolvency, and Reorganization
Available Until
Online
3.00 Credits
Intricacies of bankruptcy, insolvency and reorganization and the related forensic services considerations are examined for practitioners looking to expand their service offerings to include this subspecialty.
CFO Reporting Re-Imagined — Building Interactive Excel Reporting with Gen AI Assistance (Module 2)
Available Until
Online
1.50 Credits
In Module 2 of CFO Reporting Re-imagined — Building Interactive Excel Reporting with Gen AI Assistance, you'll learn how to transform static spreadsheets into dynamic, decision-enabling reporting.
CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action (Module 3)
Available Until
Online
1.50 Credits
In Module 3 of CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action, you'll move beyond spreadsheets full of numbers and examine visuals that drive decisions.
CFO Reporting Re-Imagined: The Modern Reporting Paradigm – Structures, Views & Ethical AI (Module 1)
Available Until
Online
1.50 Credits
In Module 1 of CFO Reporting Re-imagined — Modern Reporting Structures, Views & Ethical AI, you'll learn how to shift from static spreadsheets to flexible, insight-rich reporting that today's executives expect.
CFO Reporting Re-Imagined: Unlocking Operational Insights with Excel and Gen AI (Module 4)
Available Until
Online
1.50 Credits
In Module 4 of CFO Reporting Re-Imagined — Unlocking Operational Insights with Excel & Gen AI, you'll explore how to uncover powerful operational insights by combining Excel's reporting tools with Gen AI support.
Considerations in Mergers and Acquisition Disputes
Available Until
Online
3.00 Credits
Forensic accountants often help clients with mergers and acquisitions (M&A). You'll gain an understanding of the critical roles forensic accountants can play in M&A transactions and disputes.