Event Search
Rebroadcast
Surgent’s Weekly Expert Hour
- Online
- Event Code: WEXH-2027-01-WEBNR-7-01
- CPE Credits: 1
- Fields of Study: CPE - Taxes
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 ... More Info
Rebroadcast
How to Audit Expenses & Payables
- Online
- Event Code: GAMGHAE2-66639
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
Rebroadcast
How to Audit Expenses & Payables
- Online
- Event Code: GAMGHAE2-66639
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. During this course, we will also highlight the various ... More Info
Rebroadcast
IRS Penalties and Abatements
- Online
- Event Code: AMAMIRS2-65104
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
Rebroadcast
Key Partnership and S Corporation Tax Planning Strategies
- Online
- Event Code: BTS4-2027-01-WEBNR-7-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive ... More Info
Rebroadcast
Leverage PowerBI.com to Create Data Analysis for Others
- Online
- Event Code: DPBSCDA2-64715
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Rebroadcast
Exploring Internal Controls That Could Have Prevented Frauds
- Online
- Event Code: CHCHEIC2-65171
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
Rebroadcast
The AI Revolution in 2026: What CPAs Should Know
- Online
- Event Code: HA26AIR2-67131
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
AI is reshaping accounting, tax, and finance. This update surveys the state of AI technology in 2026: core concepts, software tools, risks/controls, and practical CPA use cases. You will leave with an expanded AI vocabulary, a current view of the AI landscape, and actionable talking points for staff, clients, and ... More Info
Rebroadcast
Business Partnerships: Managing Supplier Relationships
- Online
- Event Code: PEDPBSB1-73847
- CPE Credits: 1
- Legacy Level: Intermediate
- 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
Workforce Transformation and Talent Management in 2025
- Online
- Event Code: CXLRWTM1-71676
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization
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 ... More Info
Live Webcast
WF000626: Corporate/Business Income Tax Update
- Online
- Event Code: WF000626
- External ID: WF000626
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- CLE
- Enrolled Agent
Significant legislative changes and ongoing technical challenges will shape 2026 business tax return preparation. In this workshop, you’ll review the latest developments affecting corporations and non-corporate businesses, along with key planning considerations for the upcoming filing season. Topics include major new tax legislation, recurring compliance issues, and areas that frequently ... More Info
Rebroadcast
An Exhaustive Look At Fraud and Ways To Control It
- Online
- Event Code: TAKEFWC8-63477
- 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
Best Practices: Conducting Meaningful Walkthroughs
- Online
- Event Code: GAJVBPC2-66575
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
- Yellowbook
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client’s transaction processes as well as identifying internal controls within each process. This course will review the procedures, questions to ask, and documentation requirements of walkthroughs. It will also include real-world examples of ... More Info
Rebroadcast
Business Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTBTURD2-72079
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of the latest tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts.nnThis event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Money Laundering 101 for CPAs
- Online
- Event Code: NCRNMLC4-63091
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Specialized Knowledge
Rebroadcast
Numbers to Narrative: Storytelling in Business Communication
- Online
- Event Code: CXVCSBC1-71705
- 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
Technical Business Practice Issues and Tax Forms for Experienced Practitioners
- Online
- Event Code: ATFB-2027-01-WEBNR-8-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
Don’t let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff focus on the essential amidst the cacophony of IRS and legislative changes and avoid costly mistakes. This course brings ... More Info
Rebroadcast
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: BFTU-2027-01-WEBNR-8-01
- 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
Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
- Online
- Event Code: SCC2-2027-01-WEBNR-8-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore ... More Info
Rebroadcast
Common Financial Statement Disclosures
- Online
- Event Code: ESJLCFS2-65471
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
- Yellowbook
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-71048
- 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%26apos;s ... More Info
Rebroadcast
2026/27 Annual Update for Accountants %26 Auditors
- Online
- Event Code: GA26AUA4-72326
- 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
Audit Skills Training Level 1: Developing Critical Skills for Success in Public Accounting
- Online
- Event Code: 1AUS-2027-01-WEBNR-8-01
- CPE Credits: 8
- Fields of Study: CPE - Auditing, CPE - Regulatory Ethics
Starting your audit career can feel overwhelming — this course gives you a clear path forward. Designed for auditors in their first one to two years of practice, this training helps you quickly build the core skills needed to contribute while on real engagements. You’ll learn not just what to ... More Info
Rebroadcast
Federal Tax Updates for Individuals
- Online
- Event Code: AMFTUIN8-71271
- CPE Credits: 8
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
Tax developments have been in the forefront of the news, and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications, and the latest tax legislation. The remaining time will ... More Info
Rebroadcast
Take Command of your Time
- Online
- Event Code: JHSWTCT2-63247
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
