CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Surgent's Progressive Discipline and Termination
Available Until
Online
2.00 Credits
Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a management and risk reduction tool. The webinar also will address best practices with regard to the employee termination process.
Surgent's Project Management for Finance Professionals
Available Until
Online
6.00 Credits
The past few years have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is an important part of every organization; however, often companies do not differentiate between project management and operations management. Sometimes the finance professional is called upon to serve on a project team, or in other cases is in a position to manage a project within the finance or accounting department. In either case, he or she should be well versed in both the theory and practice of project management. While project management has probably been around since the time of building the pyramids, the modern discipline started to take hold in large organizations in the late '50s and early '60s. From there it spread to smaller organizations to the point where almost any-sized organization can benefit from its ideas. This course is designed for the finance professional of the small and medium-sized organization. It is not meant for the experienced project manager of a large organization or the person wanting training for project management certification. In an effort to avoid talking theory without concrete examples, we will often use examples born from projects needed as a result of recent changes in both economics and politics.
Surgent's Project Management: Tips, Tricks, and Traps
Available Until
Online
4.00 Credits
Recent economic, societal, and political changes have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier.
Surgent's Project Management: Tips, Tricks, and Traps
Available Until
Online
4.00 Credits
Recent economic, societal, and political changes have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier.
Surgent's Proven Controls to Steer You Clear of Fraud
Available Until
Online
4.00 Credits
Every organization in the world will fall victim to fraud. This course will cover the means and methods available to reduce the prevalence of fraud. We will also discuss the controls that victim organizations employ in order to seek improvements for our own organizations.
Surgent's Proven Controls to Steer You Clear of Fraud
Available Until
Online
4.00 Credits
Every organization in the world will fall victim to fraud. This course will cover the means and methods available to reduce the prevalence of fraud. We will also discuss the controls that victim organizations employ in order to seek improvements for our own organizations.
Surgent's Public Speaking and Presentation Skills
Available Until
Online
2.00 Credits
Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups — big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread — speaking in front of others.
Surgent's Purchase and Sale of a Residence: Critical Tax Issues
Available Until
Online
2.00 Credits
Many clients end up selling one or more residences during their lifetimes. Tax practitioners must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides general tax practitioners with the tax rules they need to know to help their clients when they sell a personal residence. This program is a comprehensive survey of the various tax issues associated with the sale of a residence.
Surgent's Quality Management and Peer Review
Available Until
Online
2.00 Credits
Regulators, investors, other capital markets stakeholders and users of the financial statements need accurate and transparent financial information for decision making. One reason that why the capital markets are as efficient as they are today, is that users believe that they can trust audited financial statements, in part, due to the fact that they are audited. The AICPA instituted its Enhancing Audit Quality Initiative in 2014 to help to improve regulator and stakeholder trust when it was being questioned. Education, outreach and changes to the peer review program have helped to increase audit quality over the subsequent years. New standards will require a risk-based approach to quality management and enhance the guidance on the role of the engagement quality reviewer and the audit partner. (Please Note: This module is part of Surgent's Audit Skills Training: Level 5.)
Surgent's Quarterly Fraud Update (Original Air Date: 12/6/24)
Available Until
Online
1.00 Credits
Fraud continues to be at record highs. According to NASDAQ's Global Financial Crime Report, fraud schemes and bank frauds led to global losses of over $485 billion. Four of the most cited frauds were customer fraud, cybercrime, asset misappropriation, and bribery and corruption. From global banking giants to local charities and mom-and-pop shops, no entities are immune from fraud, even from their most trusted employees and leaders. It is critical for all organizations to learn fraud detection and prevention strategies to protect themselves from becoming the next fraud victims. CPAs and internal auditors must also learn how to detect fraud schemes before it's too late. In this course, we apply a case study approach to prepare you to spot fraud schemes that others have missed. In this quarterly fraud series, follow our Surgent team as we explore and explain the latest fraud schemes and how accounting teams can better prevent and detect them. This course is designed to keep you up to date on the latest schemes and ways to protect your clients.
Surgent's Raising Financially Capable Children
Available Until
Online
2.00 Credits
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients' first contact is with their accounting and financial professionals, so it is important to be able to provide a framework to help teach clients how to prepare their children for life with privilege. This course is designed for all practitioners who want to help their clients navigate the process of teaching the next generation about personal finances. Because every family and child are different, it is critical to develop a specific plan for each client, and likely each child and grandchild. By working with their clients' descendants, accounting and finance professionals not only build rapport and trust but also get to know the children and grandchildren, building firm value and long-term connection. With new and updated information and tactics, professionals can learn best practices to engage clients and their children.
Surgent's Real Estate Tax Boot Camp
Available Until
Online
8.00 Credits
This course is a 'deep dive' into all things real estate tax-related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, holding, managing, constructing, and disposing of real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact of recent tax legislation, as well as historically difficult areas of the law like passive activity and at-risk rules.
Surgent's Real Estate Taxation: Critical Considerations
Available Until
Online
4.00 Credits
This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact that recent tax changes have had on the real estate industry, as well as new credits that are available after the Inflation Reduction Act of 2022.
Surgent's Real Estate Taxation: Critical Considerations
Available Until
Online
4.00 Credits
This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact that recent tax changes have had on the real estate industry, as well as new credits that are available after the Inflation Reduction Act of 2022.
Surgent's Real Estate for Accounting and Finance Professionals
Available Until
Online
2.00 Credits
Explore the intricacies of federal income taxation as it intertwines with rental real estate activities. This course delves into the calculation of rental income, understanding the nuances of deductions, and unraveling the complexities of passive activity loss rules. Whether it's mastering Schedule E or understanding Congress' intent behind tax laws, professionals will leave with an enriched understanding.
Surgent's Reasonable Suspicion
Available Until
Online
1.00 Credits
Given the opioid epidemic and the legalization of medical and recreational marijuana in a growing number of states, many employers are concerned about the impact drugs and alcohol may be having on the safety and security of their workplaces. Reasonable suspicion testing is among the best ways for employers to identify whether an employee is under the influence of drugs or alcohol while working. This webinar explores what managers and supervisors need to know to implement a Reasonable Suspicion Testing Policy.
Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor
Available Until
Online
2.00 Credits
This program covers three topics: the Department of Labor's changes in overtime rules, the Federal Trade Commission's ban on most non-compete agreements, and the Department of Labor's new rules relating to differentiating between employees and independent contractors under the Fair Labor Standards Act (FLSA). Understanding these new changes will allow accounting and finance professionals to discuss these important business law changes with their clients.
Surgent's Recruiting and Retaining Next Gen Talent
Available Until
Online
1.00 Credits
When it comes to attracting the best talent, it is imperative to know your audience. It is critical for employers and managers to understand Next Gen employees (those born in 1980 or later), as this group is expected to comprise 62% of the workforce by 2025. To be successful, accounting and related professionals should understand how to create strong relationships with Next Gen talent, some of the most talented, energetic components of the workforce. Using sound research as a guide, this webinar addresses guidelines and procedures that have proven successful in attracting and retaining Next Gen employees so that companies can continue to grow.
Surgent's Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes
Available Until
Online
2.00 Credits
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand what kinds of income constitute self-employment income and earned income. It covers strategies that can be used to reduce clients' exposure to the self-employment tax and Social Security tax.
Surgent's Remote Leadership and Virtual Meeting Mastery
Available Until
Online
1.00 Credits
The accounting industry has embraced the hybrid and, in some cases, fully remote work model for the profession. As technology has evolved to support this strategy, the need to project professionalism and leadership through a virtual platform has become a significant skill for all current and future leaders. This seminar provides practical tools to establish an impactful virtual executive presence and communicate with confidence and authority.