Event Search
Rebroadcast
Depreciation Rules for Bonus and Section 179 Expensing
- Online
- Event Code: DRBE-2026-01-WEBNR-257-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
Thanks to the One Big Beautiful Bill Act (OBBBA) passed in 2025, 100% bonus depreciation is now permanently available for new and used assets. OBBBA has restored 100% bonus depreciation and increased the depreciation that can be taken under Section 179. OBBBA also provided a new, important depreciation topic — ... More Info
Rebroadcast
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
- Online
- Event Code: WSKT-2026-01-WEBNR-257-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge, CPE - Taxes
- CFP
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow ... More Info
Rebroadcast
Surgent’s Features and Benefits of SEP IRAs and SIMPLE IRAs
- Online
- Event Code: BSS2-2026-01-WEBNR-257-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
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 ... More Info
Rebroadcast
Taking Advantage of Installment Sales
- Online
- Event Code: INS2-2026-01-WEBNR-257-01
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- Enrolled Agent
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won’t be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable ... More Info
Rebroadcast
Ethical Performance Management
- Online
- Event Code: GLRGEPM2-66726
- Fields of Study: CPE - Behavioral Ethics
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to ... More Info
Rebroadcast
Business Partnerships: Managing Supplier Relationships
- Online
- Event Code: PEDPBSB1-69634
- Fields of Study: CPE - Finance
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to ... More Info
Rebroadcast
Introduction to Governmental Budgeting
- Online
- Event Code: GAARIGB2-72633
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Finance
- Yellowbook
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 ... More Info
Rebroadcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
- Online
- Event Code: NCRNBVD2-64838
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the ... More Info
Rebroadcast
How Much Are Your Ethics Worth?
- Online
- Event Code: FFKGHMA2-66174
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Ethics are of central importance to the CPA profession. But what do we mean by ethics? Is it just appropriate behavior, compliance with laws, or is it more than that? In this course, we’ll discover what sets ethics apart and, therefore, sets the profession apart as well. We’ll explore the ... More Info
Rebroadcast
AI & Accounting in Construction
- Online
- Event Code: GWAIAIC2-66844
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how artificial intelligence (AI) is revolutionizing the construction industry and reshaping financial oversight, accounting practices, and regulatory compliance. From autonomous equipment to predictive risk analytics, construction firms are increasingly adopting AI to enhance safety, efficiency, and profitability. As this transformation unfolds, accountants and ... More Info
Rebroadcast
Volume to Value: A New Era of Precision Hiring in Accounting
- Online
- Event Code: CXLRVTV1-71615
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to \ as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most impact ... More Info
Rebroadcast
Foundations of Cybersecurity for Financial Professionals
- Online
- Event Code: CYF2-2026-01-WEBNR-257-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
This course introduces key cybersecurity concepts tailored for financial professionals. It emphasizes the CPA’s role in cyber risk management, key terminology, and practical steps to foster a security mindset, integrating cybersecurity with financial reporting.
Rebroadcast
U.S. Taxation of Foreign Corporations: A Case Study Approach
- Online
- Event Code: TFC3-2026-01-WEBNR-257-01
- CPE Credits: 3
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under tested income (formerly known as global intangible low-taxed ... More Info
Rebroadcast
Avoiding the Most Misapplied Audit Concepts
- Online
- Event Code: ESJLAMM8-65820
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Recent new auditing standards are designed to improve overall audit quality. The course will address the most common misapplied audit concepts in planning and performing effective and efficient financial statement audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your ... More Info
Rebroadcast
Controls to Secure the Growing Digital Footprint
- Online
- Event Code: TAKEGDF4-63757
- Fields of Study: CPE - Accounting
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like “Big Data” and “Information Overload”, are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more ... More Info
Rebroadcast
Corporate Storytelling in Financial Reporting
- Online
- Event Code: EKEKCSF1-71929
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Developments in the Management Commentary and MD&A Narrative reporting is entering a new era-one that moves beyond compliance checklists to focus on cohesive, decision-useful communication. This seminar examines the evolution of corporate narrative reporting through the revised 2025 IFRS Practice Statement 1: Management Commentary and the U.S. GAAP-based MD&A under ... More Info
Rebroadcast
Erase the Mark: Best Practices in Penalty Abatement
- Online
- Event Code: NCRNEMP2-70379
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the ... More Info
Rebroadcast
What You Can Learn From the Statement of Cash Flows
- Online
- Event Code: CHCHSCF2-65290
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be ... More Info
Rebroadcast
Will Your Ethics Be Burned by Burnout?
- Online
- Event Code: SCJEEBB2-69566
- Fields of Study: CPE - Behavioral Ethics
Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does “helping my child ... More Info
Rebroadcast
Using ChatGPT with Excel
- Online
- Event Code: DPBSUCE2-64232
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI’s powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a ... More Info
Rebroadcast
An Exhaustive Look At Fraud and Ways To Control It
- Online
- Event Code: TAKEFWC8-63457
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we ... More Info
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-66370
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course will provide a detailed analysis of how to determine a partner’s tax basis for a partnership interest, with an explanation of the use of both \ and \ basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This ... More Info
Rebroadcast
Surgent’s Excel Lookups: Moving Beyond VLOOKUP Limitations
- Online
- Event Code: EXLU-2026-01-WEBNR-258-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
How do you pull a value from a cell into another cell? Do you use a direct cell reference, like =G10? If so, you are probably missing out on some efficiency gains that could be achieved by using a variety of Excel’s lookup functions. Veteran Excel users, who are aware ... More Info
Rebroadcast
Surgent’s Taxation of the Mobile Workforce
- Online
- Event Code: TMW2-2026-01-WEBNR-258-01
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Taxes
Today’s workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area and examine statutes that are still ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-71158
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President’s ... More Info