Event Search
Rebroadcast
Forensic Accounting: When The Office Is A Crime Scene
- Online
- Event Code: NCRNFAW4-69396
- Fields of Study: CPE - Accounting
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee ... More Info
Rebroadcast
Surgent’s Annual Accounting and Auditing Update
- Online
- Event Code: ACAU-2026-01-WEBNR-237-01
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Accounting, CPE - Auditing
Designed as an all-you-need-to-know update for accounting, auditing, and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board ... More Info
Rebroadcast
Surgent’s Business Law Essentials for Practitioners and Controllers
- Online
- Event Code: BLAW-2026-01-WEBNR-237-01
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Business Law
This course covers basic legal principles that every accountant should be familiar with to avoid common legal disputes and costly litigation. By analyzing business law issues from the standpoint and background of accountants and auditors, this course will help you develop an approach to client and practice issues with a ... More Info
Rebroadcast
Surgent’s Tax Loss Limitations Imposed on Individuals and Pass-through Entities
- Online
- Event Code: TLL3-2026-01-WEBNR-237-01
- CPE Credits: 3
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
Accounting and finance professionals advising their business clients must be fully informed regarding the multiple loss limitation provisions that apply to individuals conducting businesses and pass-through entities. This program covers the loss limitation rules that accounting and finance professionals must know in order to advise their individual and pass-through entity ... More Info
Rebroadcast
Understanding and Creating an Internal Control System
- Online
- Event Code: TAKEUCI8-63211
- Fields of Study: CPE - Accounting
Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets ... More Info
Rebroadcast
How to Audit Cash
- Online
- Event Code: GAMGHAC2-66614
- Fields of Study: CPE - Auditing
Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive ... More Info
Rebroadcast
More Money: Strategic Ways to Improve Cash Flow
- Online
- Event Code: PEDPMSW4-70449
- Fields of Study: CPE - Management Services
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, ... More Info
Rebroadcast
Become a Data Analysis Expert
- Online
- Event Code: DPBSDAE2-64478
- Fields of Study: CPE - Computer Software & Applications
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 ... More Info
Rebroadcast
Fraud Case Studies: 21st Century Professional Misbehavior
- Online
- Event Code: HDCHFCS4-68337
- Fields of Study: CPE - Auditing, CPE - Regulatory Ethics
Savvy accountants pay attention to fraud trends so they can implement preventive and/or detective controls. This course examines novel frauds to explore potential mitigation measures. Participants will see how selected frauds were accomplished so they can consider internal controls that could have foiled the fraudsters’ nefarious efforts. We examine broad ... More Info
Rebroadcast
LLC’s & S Corporations: a Comparative Analysis
- Online
- Event Code: HIMHLSC8-69191
- Fields of Study: CPE - Taxes
This course focuses on the most common aspects and tax implications of Limited Liability Companies and S Corporations. It will further compare forms of entities, along with corporate formalities compliance issues of each entity type. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status ... More Info
Rebroadcast
Surgent’s AI and Data Ethics in Accounting
- Online
- Event Code: ETA2-2026-01-WEBNR-237-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
This course explores the ethical considerations of AI in accounting. Participants will examine the principles of AI data ethics, regulatory requirements, and strategies for ethical AI use.
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69822
- Fields of Study: CPE - Taxes
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding ... More Info
Rebroadcast
What You Can Learn From the Statement of Cash Flows
- Online
- Event Code: CHCHSCF2-65270
- 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
Reasonable Compensation for S Corps
- Online
- Event Code: RCPHRCS2-63894
- Fields of Study: CPE - Taxes
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of ‘Reasonable Compensation for S Corp’s out of the shadows and placed it forefront as a priority issue for CPA’s, EA’s, Tax and ... More Info
Rebroadcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: BCPE-2026-01-WEBNR-237-01
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- Enrolled Agent
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. ... More Info
Rebroadcast
Resistance to Resilience: Strive for Tech Change Acceptance
- Online
- Event Code: GAPZRRS1-72965
- Fields of Study: CPE - Information Technology
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 ... More Info
Rebroadcast
ChatGPT and IRS Taxation Law Research
- Online
- Event Code: GWGWTLR2-64711
- Fields of Study: CPE - Information Technology
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT’s advanced language models for nuanced legal analysis. Participants will ... More Info
Rebroadcast
Executive Presence, Personal Brand: Structure Your Narrative
- Online
- Event Code: CXVCSYN1-71750
- Fields of Study: CPE - Personal Development
Professional credibility is communicated, not assumed. In this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition, and a concise executive biography. Participants will analyze how credibility is ... More Info
Rebroadcast
Leadershift: Drive Results Through Ethical Performance Mgmnt
- Online
- Event Code: TDDREPM4-64202
- Fields of Study: CPE - Behavioral Ethics
Do you find yourself challenged to achieve the results you want? While leading employees can be one of the most challenging activities, it is also one of the most impactful leadership skills few seem to master. Inspirational leadership looks like lifelong employees reaching their full potential AND impactful business results ... More Info
Rebroadcast
Surgent’s A Guide to the 401(k): Concepts and Strategies
- Online
- Event Code: GDK2-2026-01-WEBNR-237-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
This course delivers a comprehensive, practitioner-focused analysis of 401(k) plans, emphasizing rules, planning opportunities, and common execution risks faced by employees, executives, and business owners. Participants will develop a detailed understanding of plan mechanics, contribution limits, testing requirements, and timing rules, with particular attention to avoiding overfunding, coordinating multiple plans, ... More Info
Rebroadcast
Surgent’s Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203
- Online
- Event Code: UARB-2026-01-WEBNR-237-01
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- Enrolled Agent
Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a ... More Info
Rebroadcast
Profiles in Fraud
- Online
- Event Code: FFKGPIF2-72127
- Fields of Study: CPE - Accounting, CPE - Auditing
Nobody is immune to fraud risk. This course opens with stories of real fraud perpetrators then examines the similarities between the fraud perpetrators, discovering that they all have many common traits. It finishes with techniques accountants can use to deter these behaviors. This event may be a rebroadcast of a ... More Info
Rebroadcast
Surgent’s Ethical Considerations for the CPA
- Online
- Event Code: ETHC-2026-01-WEBNR-237-01
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a ... More Info
Rebroadcast
Taxation of the Cannabis Industry
- Online
- Event Code: HIMHTCI2-69049
- Fields of Study: CPE - Taxes
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique ... More Info
Rebroadcast
Calculating the Retirement Need
- Online
- Event Code: PEDPCRN1-69743
- Fields of Study: CPE - Finance
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate ... More Info