Event Search
Rebroadcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
- Online
- Event Code: NCRNBVD2-64917
- 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
Deep Dive Into Common Auditing Deficiencies
- Online
- Event Code: GAMGDDC4-64756
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing
This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices. This ... More Info
Rebroadcast
Form 1040 Return Review Boot Camp for New and Experienced Reviewers
- Online
- Event Code: ERTW-2026-01-WEBNR-302-01
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; ... More Info
Rebroadcast
Industry Accountant Key Performance Metrics
- Online
- Event Code: IATK-2026-01-WEBNR-302-01
- CPE Credits: 8
- Fields of Study: CPE - Management Services
This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.
Rebroadcast
Preparing Not-for-Profit Financial Statements
- Online
- Event Code: ENFP-2026-01-WEBNR-302-01
- CPE Credits: 8
Accurate and effective financial reporting is essential for every not-for-profit organization, and it requires a solid understanding of today’s reporting requirements. This course equips professionals with the knowledge and tools to confidently navigate not-for-profit accounting standards. You’ll learn how requirements are applied in financial statements, explore available reporting options, and ... More Info
Rebroadcast
Taxation of Partnership Distributions and Sales of Partnership Interests
- Online
- Event Code: PDS4-2026-01-WEBNR-302-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests – topics that accounting and finance professionals are often asked about by clients. Accounting and finance professionals are called upon to advise both the partnership which makes distributions and the partners receiving the distributions ... More Info
Rebroadcast
The Best Individual Income Tax Update Course by Surgent
- Online
- Event Code: BITU-2026-01-WEBNR-302-01
- CPE Credits: 8
- Fields of Study: CPE - Taxes
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients ... More Info
Rebroadcast
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: TAKEFAS4-63193
- 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
Introduction to Risk Assessment
- Online
- Event Code: GAJVIRA2-72776
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
Effective risk assessment is foundational to designing an appropriate audit response. This course introduces the audit risk model and provides an overview of the risk assessment procedures performed during engagements. Participants will review the components of the audit risk model and examine common risk assessment procedures, including inquiries, analytical procedures, ... More Info
Rebroadcast
2026/27 Annual Update for Governments and Not-for-Profits
- Online
- Event Code: GA26AUG4-72343
- CPE Credits: 4
- Legacy Level: Update
- Yellowbook
This comprehensive annual update brings together key accounting and auditing developments affecting governmental and not-for-profit organizations. The course integrates recent standard-setting activity, emerging global frameworks, and major compliance updates to provide a well-rounded view of changes impacting financial reporting and audit requirements. Participants will begin with an overview of recent ... More Info
Rebroadcast
Compilation, Preparation and Review Basics and Peer Reviews
- Online
- Event Code: PAAHCPR2-70831
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Accounting
Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and ... More Info
Rebroadcast
Exploring Internal Controls That Could Have Prevented Frauds
- Online
- Event Code: CHCHEIC2-65167
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts. This event may be a rebroadcast of a live event and the instructor will be ... More Info
Rebroadcast
Income Tax Reporting for Estates and Trusts (Form 1041): A Practical Guide
- Online
- Event Code: EST2-2026-01-WEBNR-302-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
Many clients use trusts as part of lifetime planning, and most estates generate income during administration. These entities follow income tax rules that differ in important ways from individual taxpayers, particularly in how income, deductions, and distributions are reported. Understanding these distinctions allows practitioners to prepare accurate fiduciary returns and ... More Info
Rebroadcast
Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
- Online
- Event Code: SCL2-2026-01-WEBNR-302-01
- CPE Credits: 2
- Fields of Study: CPE - Taxes
S corporation taxation has a lot of pieces. There are helpful elections you can make that can potentially save your client money, but there are also rigid rules to adhere to. For example, if there is more than one class of stock, it can terminate the S corporation election. Learning ... More Info
Rebroadcast
AI & Accounting in Construction
- Online
- Event Code: GWAIAIC2-66825
- CPE Credits: 2
- Legacy Level: Overview
- 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
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-66372
- 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
Supporting Mental Wellness to Thrive in Work and Life
- Online
- Event Code: DPASPMW2-65530
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Personal Development
In today's fast-paced world, maintaining a healthy work-life balance is essential for mental wellness. This course is designed to provide practical tools and strategies to help you create a balanced, fulfilling life. You'll learn actionable techniques for improving sleep hygiene, incorporating proper nutrition, fostering open communication, and managing stress. Whether ... More Info
Rebroadcast
Exercise Your Ethics: Techniques to Improve Ethical Response
- Online
- Event Code: FFKGEYE2-66164
Many courses highlight ethical failures – this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical \ is ready for any dilemma. This course incorporates ideas from leading ethical ... More Info
Rebroadcast
What You Can Learn From the Statement of Cash Flows
- Online
- Event Code: CHCHSCF2-65269
- 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
Controller/CFO Update: Hot Topics Facing Today's Financial Professional
- Online
- Event Code: TCF4-2026-01-WEBNR-302-01
- CPE Credits: 4
- Fields of Study: CPE - Finance
In today’s rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand, they need ... More Info
Rebroadcast
Corporate Storytelling in Financial Reporting
- Online
- Event Code: EKEKCSF1-71918
- 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
Surgent's Federal Tax Update
- Online
- Event Code: BFT4-2026-01-WEBNR-302-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to ... More Info
Rebroadcast
IRS Tax Examinations and Hot Issues
- Online
- Event Code: EXI4-2026-01-WEBNR-302-01
- CPE Credits: 4
- Fields of Study: CPE - Taxes
The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns, ... More Info
Rebroadcast
Skills to Enhance Personal and Professional Networks
- Online
- Event Code: NET2-2026-01-WEBNR-302-01
- CPE Credits: 2
- Fields of Study: CPE - Communications and Marketing
Managing a strong network is one of the most important things you can do to grow professionally. Yet despite its importance, maintaining an effective network is often not taught in undergraduate and graduate schools. The good news is that managing and growing a network is easier than it sounds. In ... More Info
Rebroadcast
Surgent’s Weekly Expert Hour
- Online
- Event Code: WEXH-2026-01-WEBNR-302-01
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