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Rebroadcast
Surgent’s Guide to Payroll Taxes and 1099 Issues
- Online
- Event Code: GPT4-2026-01-WEBNR-246-01
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, they have also been subject to employer incentives. The Service has ... More Info
Rebroadcast
Surgent’s Preparing and Writing Findings in Yellow Book and Single Audits
- Online
- Event Code: PAW4-2026-01-WEBNR-246-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing (Governmental)
Reporting findings under the Yellow Book and single audit standards comes with unique rules – but mastering them is easier than you think. This course gives you the tools and techniques to prepare, write, and present findings that meet the GAO and OMB requirements while sparking meaningful improvements for your ... More Info
Rebroadcast
How Recent Auditing Standards Improve Risk-Based Audits
- Online
- Event Code: ESJLHRA4-65892
- Fields of Study: CPE - Auditing
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. This event may be ... More Info
Rebroadcast
Managerial Accounting: Your Prescription for Better Decision
- Online
- Event Code: HDCHMAP4-68378
- Fields of Study: CPE - Accounting
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. This event may be a rebroadcast of ... More Info
Rebroadcast
Profiles in Fraud
- Online
- Event Code: FFKGPIF2-72126
- Fields of Study: CPE - Accounting, CPE - Auditing
Nobody is immune to fraud risk. This course opens with stories of real fraud perpetrators then examines the similarities between the fraud perpetrators, discovering that they all have many common traits. It finishes with techniques accountants can use to deter these behaviors. This event may be a rebroadcast of a ... More Info
Rebroadcast
Surgent’s Data at 30,000 Feet: Traveling Smart with Client and Personal Information
- Online
- Event Code: TSA2-2026-01-WEBNR-246-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
Whether you’re heading across town or across the globe, traveling with electronic devices carries real risks to the sensitive client and firm data stored on them. In this session, we’ll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and ... More Info
Rebroadcast
Surgent’s Schedules K-2 and K-3: Preparation of Forms
- Online
- Event Code: KPF2-2026-01-WEBNR-246-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2025 tax year, this course is an essential guide for tax preparers on how to tackle the preparation of these forms. Understanding and preparing these forms ... More Info
Rebroadcast
Surgent’s Weekly Expert Hour
- Online
- Event Code: WEXH-2026-01-WEBNR-246-01
- 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
S Corporations: Calculating Shareholder Basis
- Online
- Event Code: FTSDCSB2-66356
- Fields of Study: CPE - Taxes
A detailed analysis of the calculations related to determining a shareholder’s tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This event may be ... More Info
Rebroadcast
How Much Are Your Ethics Worth?
- Online
- Event Code: FFKGHMA2-66186
- Fields of Study: CPE - Behavioral Ethics
Ethics are of central importance to the CPA profession. But what do we mean by ethics? Is it just appropriate behavior, compliance with laws, or is it more than that? In this course, we’ll discover what sets ethics apart and, therefore, sets the profession apart as well. We’ll explore the ... More Info
Rebroadcast
Surgent’s Artificial Intelligence for Accounting and Finance Professionals
- Online
- Event Code: AIP2-2026-01-WEBNR-246-01
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Information Technology
Artificial intelligence (AI) is transforming the accounting and finance profession at an unprecedented pace. What began as automation of repetitive tasks has evolved into systems capable of complex data analysis, natural language processing, and predictive modeling. Modern AI tools — such as generative AI, machine learning, and intelligent automation — ... More Info
Rebroadcast
Ethics, Spirituality, Love and Belonging in the Workplace
- Online
- Event Code: GLRGSSLB2-73018
- Fields of Study: CPE - Behavioral Ethics
This webinar invites participants to explore the powerful intersection of ethics, spirituality, love, and belonging in the workplace. By shifting from transactional interactions to values-driven communities, organizations can cultivate cultures that honor human dignity while enhancing productivity. This is a heart centered and practical webinar emphasizing how love, belonging and ... More Info
Rebroadcast
Erase the Mark: Best Practices in Penalty Abatement
- Online
- Event Code: NCRNEMP2-70374
- Fields of Study: CPE - Taxes
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the ... More Info
Rebroadcast
Ethics, Tax Practice & Understanding Circular 230
- Online
- Event Code: HIMHETP2-67635
- Fields of Study: CPE - Regulatory Ethics
This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules, and examine common ethical violations and their associated penalties. The course emphasizes procedures that ... More Info
Rebroadcast
Beyond the Basics: Financial Ratios You Might Be Overlooking
- Online
- Event Code: EKEKBTB1-65744
- Fields of Study: CPE - Finance
Overview: Understanding your company’s financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond ... More Info
Rebroadcast
Analyzing IFRS Financial Statements
- Online
- Event Code: EKEKAIF4-71892
- Fields of Study: CPE - Accounting
Evaluating performance for professionals used to GAAP. A strong foundation in financial statement analysis is essential for understanding a company’s performance and financial health across reporting standards. This seminar is designed for professionals, particularly those trained in U.S. GAAP, who want to enhance their understanding of IFRS-based financial reporting using ... More Info
Rebroadcast
Basic Individual Taxation Course
- Online
- Event Code: AMAMBIT2-63136
- 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
Federal Tax Updates for Individuals
- Online
- Event Code: AMFTUIN8-71259
- 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
Surgent’s Preparing Not-for-Profit Financial Statements
- Online
- Event Code: ENFP-2026-01-WEBNR-247-01
- CPE Credits: 8
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting (Governmental)
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
Surgent’s Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities
- Online
- Event Code: PRK4-2026-01-WEBNR-247-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- Enrolled Agent
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
Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges
- Online
- Event Code: ISL4-2026-01-WEBNR-247-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- Enrolled Agent
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won’t be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain ... More Info
Rebroadcast
The Best Federal Tax Update Course by Surgent
- Online
- Event Code: BFTU-2026-01-WEBNR-247-01
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- Enrolled Agent
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
Volume to Value: A New Era of Precision Hiring in Accounting
- Online
- Event Code: CXLRVTV1-71627
- Fields of Study: CPE - Business Management & Organization
Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to “precision hiring” as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most ... More Info
Rebroadcast
WE001426: 2026 Professional Ethics & Conduct (50 min.)
- Online
- Event Code: WE001426
- External ID: WE001426
- CPE Credits: 1
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral 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
Will Your Ethics Be Burned by Burnout?
- Online
- Event Code: SCJEEBB2-69567
- Fields of Study: CPE - Behavioral Ethics
Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does “helping my child ... More Info