CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Surgent’s Weekly Expert Hour
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Online
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 present a weekly 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. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today — your clients and your bottom line will thank you.
Selected Ethics Topics 2025 - 2026
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Online
2.00 Credits
This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including competence, due professional care, audit quality, and independence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Enterprise-Wide Risk Management in Accounting and Finance
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Online
4.00 Credits
Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Introduction to Governmental Budgeting
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Online
2.00 Credits
The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we should be monitoring the budget throughout the year, and how long-term budgets fit in with the annual budget process. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
Get started with Power BI
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Online
2.00 Credits
Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query, and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service, and Power BI Report Server. In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features, and its seamless integration with Excel. The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing, and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How AI Fits into the Accounting World
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Online
2.00 Credits
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending 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.
ChatGPT and Advanced Accounting Research
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Online
2.00 Credits
This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Tax Depreciation: Review and Update
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Online
2.00 Credits
A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Workforce Transformation and Talent Management in 2025
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Online
1.00 Credits
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus, and People Acceleration. Drawing from success stories in manufacturing, healthcare, and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs, and building sustainable talent pipelines in an era of technological disruption and demographic shifts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Resistance to Resilience: Strive for Tech Change Acceptance
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Online
1.00 Credits
Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and automation, and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM), and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Exploring Internal Controls That Could Have Prevented Frauds
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Online
2.00 Credits
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts. 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 S Corporation Taxation: Advanced Issues
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Online
4.00 Credits
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.
Surgent's Simply Auditing Not-for-Profits Efficiently
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Online
4.00 Credits
Auditing not-for-profits isn't the same as auditing for-profits, so why treat them alike? This course gives you the tools to recognize what makes not-for-profits unique and shows you how to incorporate those differences into your audit approach. With practical insights and 20 focused exercises, you'll learn how to plan and perform not-for-profit audits more effectively, efficiently, and with greater confidence.
More Money: Strategic Ways to Improve Cash Flow
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Online
4.00 Credits
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations. 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 Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Online
8.00 Credits
Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with auditing standards. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments, and plan mergers and acquisitions.
Surgent's Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
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Online
8.00 Credits
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.
The Best Federal Tax Update Course by Surgent
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Online
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.
Untying the Knot: Taxes & Divorce
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Online
8.00 Credits
Description: Divorce brings emotional and financial challenges and navigating the tax implications can be one of the most complex aspects. This in-depth, 8-credit webinar, Untying the Knot: Taxes and Divorce, is designed to equip tax professionals with the knowledge and strategies needed to guide clients through the intricate tax issues that arise during and after divorce. What You'll Learn: This comprehensive session will cover critical topics, including: - Filing Status: Determining the correct filing status during and after divorce. - Qualified Domestic Relations Orders (QDROs): Tax implications of dividing retirement accounts. - Back Taxes: Strategies for addressing unpaid tax liabilities during and after divorce. - Offers-in-Compromise & Installment Agreements: Resolving tax debts with the IRS. - Currently-Not-Collectible Status: Understanding when and how to use this option. - Innocent Spouse & Injured Spouse Relief: Protecting clients from unfair tax liabilities. - Lien Discharges & Subordinations: Managing IRS liens on property during divorce. - Reasonable Compensation: Evaluating fair compensation in divorce-related business valuations. - Case Studies: Explore unusual and complex tax issues in divorce through real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Introduction to Risk Assessment
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Online
2.00 Credits
Effective risk assessment is foundational to designing an appropriate audit response. This course introduces the audit risk model and provides an overview of the risk assessment procedures performed during engagements. Participants will review the components of the audit risk model and examine common risk assessment procedures, including inquiries, analytical procedures, and observation and inspection techniques. Emphasis is placed on understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses. Designed for auditors seeking a structured introduction or refresher, this course builds foundational knowledge necessary for effective engagement planning and execution. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.