Event Search
Rebroadcast
Viewing A&A Through the Eyes of a Tax Practitioner
- Online
- Event Code: HDCHVAA2-69916
- Fields of Study: CPE - Accounting, CPE - Auditing
This session offers insight for tax practitioners beyond merely checking a box to satisfy accounting and auditing requirements for license renewal. We devote significant attention to extracting utility from financial statements to support decision needs of both external financial statement users and internal stakeholders. We explore best practices for cross-functional ... More Info
Rebroadcast
WE001326: 2026 Professional Ethics & Conduct (50 min.)
- Online
- Event Code: WE001326
- External ID: WE001326
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a solid ethical base, the rules are difficult ... More Info
Rebroadcast
AICPA’s New SSTS #4 – New Ethics Standard for Tax Resolution
- Online
- Event Code: BTPWANS1-71186
- Fields of Study: CPE - Regulatory Ethics
This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case ... More Info
Rebroadcast
Leadershift Ethics: Things Must Change!
- Online
- Event Code: TDTDTMC2-63679
- Fields of Study: CPE - Behavioral Ethics
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the ... More Info
Rebroadcast
Navigating IRS Collections: The Collection Process
- Online
- Event Code: HIMHTCP2-69221
- 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
Avoiding the Most Misapplied Audit Concepts
- Online
- Event Code: ESJLAMM8-65823
- Fields of Study: CPE - Auditing
Recent new auditing standards are designed to improve overall audit quality. The course will address the most common misapplied audit concepts in planning and performing effective and efficient financial statement audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your ... More Info
Rebroadcast
Mastering the Art of Conflict: CPA Transformative Strategies
- Online
- Event Code: TDTDMAC4-70905
- Fields of Study: CPE - Behavioral Ethics
Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in ... More Info
Rebroadcast
Surgent’s Review and Analysis of Crucial OBBBA Changes
- Online
- Event Code: COB2-2026-01-WEBNR-246-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
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
Surgent’s Stock vs. Asset Acquisitions of C Corporations
- Online
- Event Code: SVAS-2026-01-WEBNR-246-01
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- Enrolled Agent
A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation’s ongoing business. In a stock acquisition, the buyer purchases the stock of the ... More Info
Rebroadcast
Advanced ChatGPT for Accountants
- Online
- Event Code: GWGWACG2-64775
- Fields of Study: CPE - Information Technology
This course concisely explains the latest “see, hear, speak” multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ... More Info
Rebroadcast
Fundamentals of Form 1040 — Business
- Online
- Event Code: HIMHFFB4-69954
- Fields of Study: CPE - Taxes
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 – Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E, ... More Info
Rebroadcast
Mastering the Excel Lookup Functions
- Online
- Event Code: DPBSMEL2-64140
- Fields of Study: CPE - Computer Software & Applications
In today’s data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel’s ... More Info
Rebroadcast
The Future of Audit: Technology, Talent & Transformation
- Online
- Event Code: CXLRFOA1-71486
- Fields of Study: CPE - Auditing
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs’ groundbreaking research report “The Future of the Audit: Building Relevance and Sustaining Quality,” provides auditors with essential insights and ... More Info
Rebroadcast
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: BCPE-2026-01-WEBNR-246-01
- 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
The CPA’s 2026 Guide to Cryptocurrency and Blockchain
- Online
- Event Code: HA26GCB2-67160
- Fields of Study: CPE - Information Technology
We have passed the 15 year anniversary of the start of the cryptocurrency market with the release of Bitcoin in 2010. It is estimated today that 1 in 5 people in the U.S. trade in cryptocurrency. With the recent changes in the legislative landscape, this number is poised for substantial ... More Info
Rebroadcast
Corporate Storytelling in Financial Reporting
- Online
- Event Code: EKEKCSF1-71928
- 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
Entertainment, Meals & Travel Expenses: Review and Update
- Online
- Event Code: FTEMTRU2-66307
- 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
Surgent’s Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
- Online
- Event Code: CRAU-2026-01-WEBNR-246-01
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Auditing
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance ... More Info
Rebroadcast
Supporting Mental Wellness to Thrive in Work and Life
- Online
- Event Code: DPASPMW2-65524
- 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
2026/27 Not-for-Profit GAAP Update
- Online
- Event Code: GA26NFP1-72384
- Fields of Study: CPE - Accounting (Governmental)
Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The course also introduces the International Non-Profit Accounting Standard ... More Info
Rebroadcast
All About Fraud – Examples, Prevention and Auditing
- Online
- Event Code: GAMGAAF4-72827
- Fields of Study: CPE - Auditing
Fraud continues to make headlines, underscoring the importance of understanding how fraud occurs, how it can be prevented, and how auditors are expected to respond. This course begins with an overview of common fraud schemes identified in the 2026 Report to the Nations issued by the Association of Certified Fraud ... More Info
Rebroadcast
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
- Online
- Event Code: EKEKSEC2-65754
- Fields of Study: CPE - Behavioral Ethics
Overview: Ethical challenges in finance and accounting can be complex and far-reaching, impacting not only individual careers but also entire organizations and the public trust. This webinar will provide a practical exploration of the ethical considerations professionals face in today’s financial landscape. Through real-world case studies, participants will examine common ... More Info
Rebroadcast
Surgent’s Construction Contractors: Accounting and Financial Reporting Issues
- Online
- Event Code: CST4-2026-01-WEBNR-246-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
Accounting and financial reporting for construction contractors may be the most difficult area to comply with the various 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 why construction accounting ... More Info
Rebroadcast
Surgent’s The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
- Online
- Event Code: RAO2-2026-01-WEBNR-246-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their ... More Info
Rebroadcast
Money Laundering Awareness for Accountants
- Online
- Event Code: GWMLAAW2-67061
- Fields of Study: CPE - Behavioral Ethics
The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering ... More Info