Event Search
Rebroadcast
Securing a Comfortable Retirement in the Age of Spending
- Online
- Event Code: SCRT-2026-01-WEBNR-267-01
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Specialized Knowledge, CPE - Taxes
- CFP
- Enrolled Agent
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.
Rebroadcast
Surgent’s Individual and Financial-Planning Tax Camp
- Online
- Event Code: IFCP-2026-01-WEBNR-267-01
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- CFP
- Enrolled Agent
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take ... More Info
Rebroadcast
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-63513
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, ... More Info
Rebroadcast
Navigating IRS Collections: The Collection Process
- Online
- Event Code: HIMHTCP2-69228
- Fields of Study: CPE - Taxes
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the ... More Info
Rebroadcast
2026/27 Yellow Book Update
- Online
- Event Code: GA26YBU1-72545
- CPE Credits: 1
- Legacy Level: Update
- Fields of Study: CPE - Auditing (Governmental)
- Yellowbook
Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The course also ... More Info
Rebroadcast
Comprehensive Accounting and Financial Reporting Update
- Online
- Event Code: PAAHFRU4-67985
- Fields of Study: CPE - Accounting
This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during ... More Info
Rebroadcast
Surgent’s Weekly Expert Hour
- Online
- Event Code: WEXH-2026-01-WEBNR-267-01
- CPE Credits: 1
- Legacy Level: Update
- 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
The Ethic of Self-Esteem For Women
- Online
- Event Code: GLRGESW2-66757
- Fields of Study: CPE - Behavioral Ethics
Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves. From an ethical vantage, it can be said that we have a moral obligation ... More Info
Live Webcast
WF001226: Don Farmer’s Section 199A Deduction: Complex Ownership & Aggregation Rules
- Online
- Event Code: WF001226
- External ID: WF001226
- CPE Credits: 2
- Legacy Level: Advanced
- Fields of Study: CPE - Taxes
This course addresses advanced §199A issues affecting partnerships, S corporations, and complex ownership structures. Participants will examine aggregation elections, SSTB limitations, W-2 wage and qualified property tests, and tiered entity complications. The course emphasizes practical application and documentation requirements to support the qualified business income deduction. MAJOR TOPICS * Overview ... More Info
Rebroadcast
Agentic AI for CPAs: Automate Workflows with Intelligence
- Online
- Event Code: HAAIAWI2-67218
- Fields of Study: CPE - Information Technology
The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a ... More Info
Rebroadcast
Current Cybersecurity Risk Management Trends
- Online
- Event Code: ESJLCCR2-65854
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
- Yellowbook
One of the top concerns of any organization’s leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them. This event may be a ... More Info
Rebroadcast
Steps to Stop External Fraud
- Online
- Event Code: TAKESSF2-63283
- Fields of Study: CPE - Accounting
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, ... More Info
Rebroadcast
Become a Data Analysis Expert
- Online
- Event Code: DPBSDAE2-64493
- CPE Credits: 2
- Legacy Level: Basic
- 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
NotebookLM Use Cases for Accountants
- Online
- Event Code: GWNLMUC2-67040
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You’ll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can ... More Info
Rebroadcast
Tax Depreciation: Review and Update
- Online
- Event Code: FTSDTDR2-63712
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Corporate Storytelling in Financial Reporting
- Online
- Event Code: EKEKCSF1-71411
- 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
Becoming Conflict Competent
- Online
- Event Code: JHSWBCC2-63134
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Personal Development
Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles, and build constructive behaviors to manage conflict. This event may be a ... More Info
Rebroadcast
Entertainment, Meals & Travel Expenses: Review and Update
- Online
- Event Code: FTEMTRU2-66337
- Fields of Study: CPE - Taxes
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. This event may ... More Info
Rebroadcast
Independence for Auditors – AICPA, PCAOB, GAO & DOL
- Online
- Event Code: GAMGIFA4-72848
- 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. Participants will review independence requirements issued by the AICPA, ... More Info
Rebroadcast
S Corporations: Comprehensive walk through of Form 1120S
- Online
- Event Code: HIMHSCC8-67819
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Electing Subchapter S status as well as reviewing the mechanics of ... More Info
Rebroadcast
Surgent’s Six Common Barriers to Investment Success
- Online
- Event Code: CBIS-2026-01-WEBNR-268-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Economics
Many of us expect to use logic when it comes to how we allocate our investments. The adage of “buy low, sell high” is a saying that makes logical sense. So, why do we always seem to do the opposite? Every day we are faced with decisions, and we are ... More Info
Rebroadcast
Surgent’s Social Security: Dispelling Common Myths with Essential Truths
- Online
- Event Code: SMT2-2026-01-WEBNR-268-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make ... More Info
Rebroadcast
Written Information Security Plans
- Online
- Event Code: HIMHISP1-69097
- Fields of Study: CPE - Taxes
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal ... More Info
Rebroadcast
Basic Individual Taxation Course
- Online
- Event Code: AMAMBIT2-63345
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
- Online
- Event Code: HAJHUHP2-67602
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Computer Software & Applications
Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap in to many of the lesser known features of the Microsoft 365 ecosystem of apps to maximize your productivity and produce better outputs. Through a series of practical case ... More Info