CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
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Online
1.00 Credits
This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case studies, you'll gain a deeper understanding of how to navigate ethical challenges while maintaining compliance with professional standards. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Providing Ethical Leadership: Learning to be the Best Version of Yourself
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Online
1.20 Credits
This course will examine certain qualities a leader must exhibit to set an ethical tone from the top.
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Online
1.50 Credits
This course is one of the courses dedicated to our Controllership Series. This series of courses is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we continue our discussion on inventory from segment one. This specific segment focuses on areas of inventory valuation, the types of physical inventory methods, and inventory fraud. These areas are critical for the controller to have a strong comprehension of and also participate in the development of policies and procedures.
Become a Data Analysis Expert
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Online
2.00 Credits
In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in your field. We will guide you through the intricacies of making complex data analysis approachable and engaging. You will learn the all important Data Analysis Process Flow that will take you from collecting data all the way to making insightful decisions based upon your data. We will explore the basics of data modeling that will allow you to access data from multiple sources and use sophisticated calculations to create our data metrics. You will learn how to create interactive dashboards, perform sophisticated reporting, and uncover deep insights from your data. Whether you're looking to streamline your reporting process, enhance your data visualization skills, or make more data-driven decisions, this course is tailored to meet those needs. It's not just about learning a tool; it's about enhancing your professional identity as a forward-thinking accounting professional. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Elder Fraud
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Online
2.00 Credits
When we leave our jobs, we also leave the protection our employer provides us with regards to internet and Wi-Fi security. Hired people may be able to help with the newest applications, but they may not understand the security risks posed. This session will cover some basic information about cybersecurity weaknesses and some of the scams that target older, retired people. Many times, the perpetrator is someone close and someone who we think we can trust. In this course, you will learn some basic tools to protect against those who wish to perpetrate fraud.
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
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Online
2.00 Credits
A challenge for many small business owners is choosing the 'right' type of retirement plan for their businesses. Many hesitate to adopt retirement plans for their businesses because they are intimidated by the governing rules. In those cases, SEP and SIMPLE IRAs are reasonable solutions because they are easy to establish, maintain, and communicate with employees; have minimal administrative costs; and are practical and efficient ways to start a retirement plan. These IRA-based plans - SEP IRAs and SIMPLE IRAs - have low maintenance costs and are easy to communicate to employees. With IRA-based employer plans, employer contributions are sometimes discretionary, giving business owners the choice of whether to fund every year. Despite the simplicity of these plans, employers must ensure that applicable compliance requirements are met to avoid penalties. To that end, this course will cover some key provisions of SEP and SIMPLE IRAs.
Surgent's Stock vs. Asset Acquisitions of C Corporations
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Online
2.00 Credits
A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation's ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all or a majority of the business assets. The seller and the buyer are usually at odds over how to structure the acquisition. Accounting and finance professionals advising their clients should be fully conversant in the tax rules that apply to stock and asset acquisitions. Discussing and explaining those rules is the focus of this course.
Surgent's The AI-augmented Professional: Practical Tools, Real Risks, and Immediate Use Cases
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Online
2.00 Credits
Artificial Intelligence is no longer a future concept; it is a current necessity. This session provides a practical roadmap for practitioners to leverage AI safely and effectively. We move from a survey of available tools (from free apps to specialized software) to a deep dive into the ethical guardrails required to protect client data and maintain professional standards. Participants will leave with a playbook of real-world use cases that can be implemented immediately.
Surgent's Understanding Non-Compete Agreements
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Online
2.00 Credits
The enforceability of non-compete agreements in the U.S. is in flux. While the FTC's proposed ban is on hold pending legal proceedings, existing state laws continue to govern the validity of non-compete clauses. Some states, like California, Oklahoma, and North Dakota, prohibit non-compete agreements, while others enforce them under certain conditions. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships, and specialized training, among others. Today, employees are more likely to be asked to sign non-compete agreements as a condition of employment. Non-compete agreements are also a common component of a business sale agreement. This program surveys non-compete agreements from all angles, including the current state of play regarding the usefulness and enforceability of agreements going forward. Whether you advise individual clients or work for an employer, this course provides an understanding of common issues that arise in the negotiation and enforcement of non-competes.
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
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Online
4.00 Credits
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?
Conducting a Remote Audit
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Online
4.00 Credits
Auditing for today's world Remoting auditing is happening everywhere you turn. Understanding the considerations for a remote audit and the specific techniques for performing the engagement will help you integrate remote auditing into your practice. You will learn how to: Leverage the benefits of remote auditing Manage the team, client, and audit process remotely Identify engagement-wide procedures from client acceptance through report issuance when remote auditing Identify and obtain audit evidence for generally material accounts
Deep Dive Into Common Auditing Deficiencies
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Online
4.00 Credits
This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
An Ethical Approach to Mental Health Issues at Work
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Online
2.00 Credits
In the past talking about mental issues in the workplace was taboo. Not anymore!!! So many of us suffer with mental health issues at some point in our lives. Poor mental health impacts, from a work perspective, productivity, absenteeism, retention and more. On a personal level it often causes personal distress and hopelessness. The Society of Human Resource Management (SHRM) is addressing mental illness as a critical factor for the wellbeing of organizations. Additionally, the EEOC is cracking down on mental health discrimination. It is a very important topic for any functional business! This ethics-based webinar will bring awareness to this issue and offer suggestions on managing mental health issues in ethical, compassionate and healthy ways. It will offer suggestions on managing mental health issues for leaders, managers and all staff to create and environment of safety and belonging. This webinar will also address the topic of suicide talking about warning signs and resources. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
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Online
4.00 Credits
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 20 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.
Operations Level Internal Control
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Online
4.00 Credits
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Employment Law 101
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Online
1.00 Credits
Review of the major employment laws governing the workplace, when they are triggered, and key compliance aspects under each law. This presentation is designed to give viewers enough information to issue spot when matters arise in the workplace.
Excelling at Excel: The Magic of Power Query
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Online
2.00 Credits
Elevate your data analysis capabilities with our focused course on Power Query. Tailored for financial professionals, this training will show you how to get started using Power Query and teach you some of the ways to take advantage of its ability to handle messy data and automate repetitive tasks. Harness the efficiency of Power Query to revolutionize the way you work with data. Learn how to "program" your tasks once and set them on repeat, eliminating the need for repetitive, robotic work. This automation not only saves time but also ensures consistency and accuracy in your data processes. Whether you're dealing with complex datasets or simply looking to streamline your reporting processes, this course will equip you with the tools and knowledge to make Excel work for you like never before.
Businesses Receiving Government Assistance
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Online
2.00 Credits
Many for-profit entities receive government assistance or are required to have financial statement or compliance audits due to law or regulation. This course will discuss the requirements under Generally Accepted Auditing Standards relevant to for-profit entity audits.
Surgent's Top Individual Tax Planning Strategies
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Online
2.00 Credits
Individual tax planning strategies for 2026 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers. Taxpayers and their clients now have the opportunity to utilize these new planning strategies. Tax practitioners must know about these new changes and the planning strategies associated with them to maximize the advantages to their clients. This program will cover tax changes from 2025 that impact individuals and provide individuals with significant tax reduction opportunities for 2026.
Tax Update: "One Big Beautiful Bill"
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Online
2.00 Credits
This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (H.R.1), "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.