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Rebroadcast
Financial Planning: Auto %26 Homeowners Insurance
- Online
- Event Code: PEDPFPA1-70180
- CPE Credits: 1
- Legacy Level: Overview
- Fields of Study: CPE - Finance
While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs – yet they are also complex products. This complexity raises questions ... More Info
Rebroadcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: BCPE-2026-01-WEBNR-346-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
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
Live Webcast
WF000426: Federal Tax Update
- Online
- Event Code: WF000426
- External ID: WF000426
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- CLE
- Enrolled Agent
The 2025 tax law introduced significant changes that will affect 2026 tax return preparation. Tax practitioners need practical guidance to help their clients navigate what comes next, which this course will provide. Designed with sole practitioners and small firms in mind, the course will review the provisions taking effect in ... More Info
Rebroadcast
2026/27 AICPA Regulatory Ethics Update
- Online
- Event Code: GA26ARE2-72207
- CPE Credits: 2
- Legacy Level: Update
- Fields of Study: CPE - Regulatory Ethics
Stay informed and ahead of the curve with this timely update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC). The pace of change in ethics regulation has accelerated, and PEEC has been especially active with new interpretations, revised guidance, and significant modernization initiatives.nnIn this interactive ... More Info
Rebroadcast
2026/27 Annual Update for Accountants %26 Auditors
- Online
- Event Code: GA26AUA4-72329
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Accounting, CPE - Auditing
- Yellowbook
This comprehensive annual update brings together key accounting and auditing developments affecting accountants and auditors across industries. The course combines recent standard-setting activity issued by the Financial Accounting Standards Board with major audit and attestation updates from the AICPA, providing a well-rounded view of changes impacting financial reporting and engagement ... More Info
Rebroadcast
Business Law for Small Business Owners
- Online
- Event Code: BLW4-2026-01-WEBNR-348-01
- CPE Credits: 4
- Fields of Study: CPE - Business Law
One of the most intimidating aspects of going into business for yourself is compliance. Tax, employment, and regulatory laws are difficult to navigate, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course, we will cover ... More Info
Rebroadcast
Construction Contractors: Accounting and Financial Reporting Issues
- Online
- Event Code: CST4-2026-01-WEBNR-348-01
- CPE Credits: 4
- Fields of Study: CPE - Accounting, CPE - Taxes
Accounting and financial reporting for construction contractors may be the most difficult area to comply with the various accounting and tax standards. Construction engagements are, in many instances, more complicated than most lines of business due to the many users of the financial statements. In this course, we will discuss ... More Info
Rebroadcast
Introduction to Yellow Book: 8-Credit Boot Camp
- Online
- Event Code: GAMGIYB8-66691
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
- Yellowbook
Rebroadcast
Numbers to Narrative: Storytelling in Business Communication
- Online
- Event Code: CXVCSBC1-71712
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
Information becomes influential when it is structured.nIn this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor.nParticipants will examine how to define context, introduce ... More Info
Rebroadcast
Review and Analysis of Crucial OBBBA Changes
- Online
- Event Code: COB2-2026-01-WEBNR-348-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Accounting and finance practitioners are still grappling with the many changes OBBBA has made to the tax laws, many of which will impact tax filings. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. Accounting and finance practitioners will gain ... More Info
Rebroadcast
Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities
- Online
- Event Code: PRK4-2026-01-WEBNR-348-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
Section 199A is still the hottest tax topic related to the Tax Cuts and Jobs Act of 2017. The Act created new reporting requirements for relevant pass-through entities (RPEs). Each RPE is required to report the relevant data needed to calculate the §199A deduction to each recipient of Schedule K-1. ... More Info
Rebroadcast
Social Security and Medicare: Planning for You and Your Clients
- Online
- Event Code: SSRB-2026-01-WEBNR-348-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and ... More Info
Rebroadcast
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: BFTU-2026-01-WEBNR-348-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
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 ... More Info
Rebroadcast
The Most Critical Challenges in Governmental Accounting Today
- Online
- Event Code: CGA4-2026-01-WEBNR-348-01
- CPE Credits: 4
- Fields of Study: CPE - Accounting (Governmental)
With the constant churning of governmental accounting standards, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course materials utilize a highly illustrative ... More Info
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-65119
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
U.S. Department of Treasury%26apos;s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of ... More Info
Rebroadcast
No Tax on Overtime: Payroll Compliance
- Online
- Event Code: HIMHNTO2-67483
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly ... More Info
Rebroadcast
Tax Season and OBBBA Update for Individual with Steve Dilley
- Online
- Event Code: FTOTSUI4-73584
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This comprehensive fall tax update provides an in-depth review of the latest federal tax changes and IRS guidance following the enactment of OBBBA 2025 for individual taxpayers, highlighting new legislation and provisions, regulatory shifts, and planning opportunities that will affect individual and tax compliance in the current filing season and ... More Info
Rebroadcast
Ethics for Tax Professionals
- Online
- Event Code: EFTP-2026-01-WEBNR-348-01
- CPE Credits: 2
- Fields of Study: CPE - Regulatory Ethics
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course ... More Info
Rebroadcast
How Changes in Business Methods Affects Internal Control
- Online
- Event Code: TAKEBMA8-69372
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Rebroadcast
Independence for Auditors – AICPA, PCAOB, GAO %26 DOL
- Online
- Event Code: GAMGIFA4-72850
- CPE Credits: 4
- Legacy Level: Overview
- Fields of Study: CPE - Regulatory Ethics
Independence requirements are foundational to audit quality, yet they vary depending on the applicable regulatory and professional framework. This course provides a practical overview of auditor independence rules and highlights key similarities and differences across major standard setters and oversight bodies.nnParticipants will review independence requirements issued by the AICPA, Government ... More Info
Rebroadcast
Making Effective Decisions When You Can%26apos;t Get What You Want
- Online
- Event Code: HDCHMED2-70052
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Even if managers have incomplete information or constraints, they still must make choices. This session provides advice for navigating rocky decision-making terrain encountered by managers who must make choices despite imperfect information and/or constrained resources. We explore ways to leverage available information to make effective decisions when seemingly critical details ... More Info
Rebroadcast
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
- Online
- Event Code: ACTL-2026-01-WEBNR-348-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Rebroadcast
Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment
- Online
- Event Code: WHLR-2026-01-WEBNR-348-01
- CPE Credits: 2
- Fields of Study: CPE - Personnel/Human Resources
Workplace harassment — especially sexual harassment — has dominated headlines in the last several years. With discussions of workplace harassment in the news, employees better understand their rights and feel more empowered to speak out, and the standard of appropriate workplace conduct is changing. With workplace harassment claims continuing to ... More Info
Rebroadcast
Build Better Budgets: Fundamental Techniques
- Online
- Event Code: CHCHBBB2-65176
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Finance
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool ... More Info
Rebroadcast
Monthly Federal Tax Updates – December 2026
- Online
- Event Code: AMAM1226-71149
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes