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Rebroadcast
Surgent’s Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer
- Online
- Event Code: YBS4-2026-01-WEBNR-272-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing (Governmental)
If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore the key audit requirements ... More Info
Rebroadcast
Todd and Julie Chrisley Go to Prison
- Online
- Event Code: CMJPTJC2-63744
- Fields of Study: CPE - Behavioral Ethics
The course provides general information on proceedings that led to a grand jury indictment of television reality stars, Todd and Julie Chrisley. Participants learn how business decisions can lead to federal charges for conspiracy, bank fraud, wire fraud, and tax evasion. The grand jury also indicted the Chrisley’s accountant, Peter ... More Info
Rebroadcast
Business Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTBTURD2-72082
- Fields of Study: CPE - Taxes
A discussion of the latest tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Forensic Accounting: Court Approved Methods of Proof
- Online
- Event Code: NCRNFAC4-70416
- Fields of Study: CPE - Accounting
How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved ... More Info
Rebroadcast
How to Audit Expenses & Payables
- Online
- Event Code: GAMGHAE2-66638
- Fields of Study: CPE - Auditing
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
Surgent’s Capital Assets: Basis and Taxation for Financial Professionals
- Online
- Event Code: CAB2-2026-01-WEBNR-272-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
This course provides a comprehensive understanding of capital assets taxation, basis determination, and related tax planning strategies. Participants will explore the fundamental classification of capital assets, the distinction between realization and recognition of gains and losses, and the complex rules governing disallowed losses. The course thoroughly examines the various types ... More Info
Rebroadcast
Google Gemini AI for Accountants
- Online
- Event Code: GWGWGAI2-67025
- Fields of Study: CPE - Information Technology
This course provides a concise overview of Gemini AI, Google’s advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, ... More Info
Rebroadcast
Hot Topics Accounting Update – 2026
- Online
- Event Code: ES27HTU2-72041
- Fields of Study: CPE - Accounting
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. This event may be a rebroadcast of a live event and the instructor will be available ... More Info
Rebroadcast
Best Practices: Conducting Meaningful Walkthroughs
- Online
- Event Code: GAJVBPC2-66571
- Fields of Study: CPE - Auditing
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
Get started with Power BI
- Online
- Event Code: DPBSGSP2-64460
- Fields of Study: CPE - Computer Software & Applications
Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, “Get Started with Power BI.” This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel’s Power ... More Info
Rebroadcast
Taxation of the Cannabis Industry
- Online
- Event Code: HIMHTCI2-68973
- Fields of Study: CPE - Taxes
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique ... More Info
Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-67396
- Fields of Study: CPE - Computer Software & Applications
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the ... More Info
Rebroadcast
Calculating the Retirement Need
- Online
- Event Code: PEDPCRN1-69744
- Fields of Study: CPE - Finance
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate ... More Info
Rebroadcast
Fundamentals of Form 1040 — Individual
- Online
- Event Code: HIMHFFI4-69827
- Fields of Study: CPE - Taxes
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding ... More Info
Rebroadcast
Internal Control Changes for Remote Workers
- Online
- Event Code: TAKEIRM2-63540
- Fields of Study: CPE - Accounting
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue ... More Info
Rebroadcast
Surgent’s Applying ASC 820: The Basics of Fair Value Accounting
- Online
- Event Code: FRV4-2026-01-WEBNR-273-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
While once thought just to apply to banking and financial institutions, entities now need to apply fair value accounting under ASC 820 across a variety of transactions. Whether you are assessing financial instruments, leases, business combination accounting, or impairment measurement, GAAP either requires or allows the use of fair value ... More Info
Rebroadcast
Surgent’s Preparing Not-for-Profit Financial Statements
- Online
- Event Code: ENFP-2026-01-WEBNR-273-01
- 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 Technical Individual Practice Issues and Tax Forms for Experienced Practitioners
- Online
- Event Code: ATFI-2026-01-WEBNR-273-01
- CPE Credits: 8
- Legacy Level: Advanced
- Fields of Study: CPE - Taxes
- Enrolled Agent
Don’t let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals ... More Info
Rebroadcast
Understanding and Creating an Internal Control System
- Online
- Event Code: TAKEUCI8-63567
- Fields of Study: CPE - Accounting
Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets ... More Info
Rebroadcast
Selected Ethics Topics 2025 – 2026
- Online
- Event Code: PAAHE262-69999
- Fields of Study: CPE - Regulatory Ethics
This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including ... More Info
Rebroadcast
Understanding Internal Control Constructs
- Online
- Event Code: TAKEUCC4-63636
- Fields of Study: CPE - Accounting
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. ... More Info
Rebroadcast
Enterprise-Wide Risk Management in Accounting and Finance
- Online
- Event Code: ESJLWRM4-64171
- Fields of Study: CPE - Management Services
Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your ... More Info
Rebroadcast
Introduction to Ethics & Professional Skepticism
- Online
- Event Code: GAJVIEP2-72743
- Fields of Study: CPE - Regulatory Ethics
Ethics and professional skepticism are a cornerstone of public accounting. This course will review the Code of Ethics for Professional Accountants that practitioners must adhere to. This course will outline the pressures, opportunities, and rationalizations that lead to instances of fraud. In addition, this class will walk through some interactive ... More Info
Rebroadcast
S Corporations: Calculating Shareholder Basis
- Online
- Event Code: FTSDCSB2-66324
- 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
Spring Tax Update with Steve Dilley
- Online
- Event Code: FTWSPDT8-65988
- Fields of Study: CPE - Taxes
This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the ... More Info