Event Search
Rebroadcast
Partnership/LLC Taxation: Tax Basis Capital Accounts
- Online
- Event Code: FTSDTBC2-66537
- Fields of Study: CPE - Taxes
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners “tax basis” capital accounts, now required for tax form reporting. This event may be a rebroadcast of a live event and the ... More Info
Rebroadcast
Accounting for and Auditing Cryptocurrency & Digital Assets
- Online
- Event Code: ESJLAAC2-65848
- Fields of Study: CPE - Accounting
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks, and challenges evolving in this area. This event may be a rebroadcast of a live event and ... More Info
Rebroadcast
The Future of Audit: Technology, Talent & Transformation
- Online
- Event Code: CXLRFOA1-71517
- 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
Forensic Accounting: Investigating Divorce Cases
- Online
- Event Code: NCRNIDC4-70859
- Fields of Study: CPE - Accounting
With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their ... More Info
Rebroadcast
Hot Topics Audit & Attest Update – 2026
- Online
- Event Code: ES27HTA2-72026
- Fields of Study: CPE - Auditing
Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements. This event may be a rebroadcast of a live event and the instructor ... More Info
Rebroadcast
Multi Year Failure to File: Getting into Compliance
- Online
- Event Code: NCRNMYF8-70023
- Fields of Study: CPE - Taxes
This comprehensive program equips CPAs with the knowledge and practical tools to handle clients who have failed to file tax returns for multiple years. The course covers every stage of the process-from client onboarding and transcript analysis to risk assessment, ethical considerations, and resolution strategies. Participants will learn how to ... More Info
Rebroadcast
Surgent’s Annual FASB Update and Review
- Online
- Event Code: FUR4-2026-01-WEBNR-239-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Accounting
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB, including the 12 ASUs issued in 2025, with a concentration on issues of greatest significance to most accounting practitioners. The ... More Info
Rebroadcast
Surgent’s Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
- Online
- Event Code: CRAU-2026-01-WEBNR-239-01
- 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
Surgent’s Predicting Future Financial Issues Facing the Financial Executive
- Online
- Event Code: FFFE-2026-01-WEBNR-239-01
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Accounting, CPE - Business Management & Organization
Our financial and economic series is designed to take key topics for financial executives and explore them in detail such that the CFO/controller/financial executive can take away useful and practical recommendations dealing with the topic at hand. The program explores the current economic trends and analyze their impact on you ... More Info
Rebroadcast
Surgent’s Preparing Not-for-Profit Financial Statements
- Online
- Event Code: ENFP-2026-01-WEBNR-239-01
- 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 Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
- Online
- Event Code: SCL2-2026-01-WEBNR-239-01
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- Enrolled Agent
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
The Best Individual Income Tax Update Course by Surgent
- Online
- Event Code: BITU-2026-01-WEBNR-239-01
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- Enrolled Agent
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
Written Information Security Plans
- Online
- Event Code: HIMHISP1-69095
- 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
How AI Is Automating Internal Control
- Online
- Event Code: TAKEHAA4-70647
- Fields of Study: CPE - Accounting
The term “artificial intelligence” (AI) has become mainstream and while most have a layperson’s understanding of AI, few know the depth and breadth of this technology’s capability. AI is affecting just about everything in business and in people’s personal lives. The operation of an internal control system is also changing ... More Info
Rebroadcast
Making Effective Decisions When You Can’t Get What You Want
- Online
- Event Code: HDCHMED2-70041
- Fields of Study: CPE - Accounting
Even if managers have incomplete information or constraints, they still must make choices. This session provides advice for navigating rocky decision-making terrain encountered by managers who must make choices despite imperfect information and/or constrained resources. We explore ways to leverage available information to make effective decisions when seemingly critical details ... More Info
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-65957
- 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 “inside” and “outside” basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This ... More Info
Rebroadcast
Finance and Innovation: Reinvent Your Organization and Dept.
- Online
- Event Code: KIDMFAI8-69863
- Fields of Study: CPE - Business Management & Organization
Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, ... More Info
Rebroadcast
Invest in Your Mental Health and Avoid Burnout
- Online
- Event Code: WBTWMHB2-64687
- Fields of Study: CPE - Personal Development
For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals. Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute ... More Info
Rebroadcast
Surgent’s Guide to Calculating S Corporation Shareholder Stock and Loan Basis
- Online
- Event Code: CSSB-2026-01-WEBNR-239-01
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- Enrolled Agent
This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation ... More Info
Rebroadcast
Surgent’s Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
- Online
- Event Code: IRQ2-2026-01-WEBNR-239-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
Advisors often ask clarifying questions as they increasingly gain an understanding of new and existing tax laws that govern IRAs. Some provisions see more questions than others due to their complexity, popularity, and level of impact on tax benefits. This course focuses on the top 20 of these questions and ... More Info
Live Webcast
WF001126: Don Farmer’s Trusts, Estates & Gift Tax Forms
- Online
- Event Code: WF001126
- External ID: WF001126
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This intermediate-level course provides a focused review of federal income and transfer tax reporting for trusts, estates, and taxable gifts. Participants will examine key reporting requirements and filing mechanics for Forms 1041 and 709, including income distribution deductions, Schedule K-1 reporting, and taxable gift calculations. The course emphasizes fiduciary accounting ... More Info
Rebroadcast
The Bookkeeper Goes to Prison
- Online
- Event Code: CMJPBGP2-65325
- Fields of Study: CPE - Behavioral Ethics
This course profiles Brenda, a financial executive from the state of Washington. Despite earning her college degree, Brenda did not find employment in her area of study. Instead, she landed a series of dead-end jobs. Business reversals frequently led to the loss of employment. When a company that she knew ... More Info
Rebroadcast
AI & Accounting in Retail
- Online
- Event Code: GWAIAIR2-66881
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance, and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory, and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance, ... More Info
Rebroadcast
The One Big Beautiful Bill: 2025 tax legislation
- Online
- Event Code: AMTOBBB4-71159
- Fields of Study: CPE - Taxes
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President’s ... More Info
Rebroadcast
Smart Formula Selection in Excel: What to Use When
- Online
- Event Code: DPBSSFS2-71824
- Fields of Study: CPE - Computer Software & Applications
Excel gives you multiple ways to solve the same problem – but which formula is the right one? This course teaches a decision-based approach to function selection, helping you confidently choose between similar and competing functions. Through real-world examples and side-by-side comparisons, you’ll learn when IFS or SWITCH is cleaner ... More Info