Event Search
Rebroadcast
Surgent’s Engagement and Client Retention Best Practices
- Online
- Event Code: ECR2-2026-01-WEBNR-252-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Business Management & Organization, CPE - Communications and Marketing
Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’s relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help. This course explores actions accounting ... More Info
Rebroadcast
Surgent’s Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
- Online
- Event Code: S754-2026-01-WEBNR-252-01
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- Enrolled Agent
When a purchaser buys an existing partner’s partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser’s partnership interest (outside basis). If the partnership’s assets have appreciated sufficiently, the difference between the new ... More Info
Rebroadcast
Surgent’s Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties
- Online
- Event Code: RMDM-2026-01-WEBNR-252-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
Required minimum distributions (RMDs) must begin for the year in which the account owner reaches age 72 (older if they were born after 1950). RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts is more complex than those that apply to RMDs ... More Info
Rebroadcast
The Ethic of Recruitment and Selection
- Online
- Event Code: GLRGERS2-64842
- Fields of Study: CPE - Behavioral Ethics
Today, more than ever, it is essential that employers have an ethical and effective recruiting strategy and selection process that fosters an environment of diversity and inclusion. This webinar focuses on identifying recruiting strategies that help to increase talent pools and employment interviewing that maximizes hiring success. This event may ... More Info
Rebroadcast
A Working Parent’s Guide to Prioritizing Mental Wellness
- Online
- Event Code: DPASWPG2-65555
- Fields of Study: CPE - Personal Development
Balancing the demands of a career and family life is a challenge faced by many working parents. The pressure to excel at work while being fully present at home can leave little room for self-care, often leading to burnout and mental fatigue. This course is designed to address these challenges ... More Info
Rebroadcast
Hot Topics Audit & Attest Update – 2026
- Online
- Event Code: ES27HTA2-71947
- 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
Cybersecurity: Protecting Your Firm’s Data and Reputation
- Online
- Event Code: HAJHCPF2-67281
- Fields of Study: CPE - Information Technology
Cybersecurity protection of digital data continues to be a top priority for CPAs. The cyber threats continue to increase and are becoming more sophisticated with the advent of AI technology. The first step is to understand what the primary threats are, the potential damage they can inflict, and, most importantly, ... More Info
Rebroadcast
AI & Accounting in Retail
- Online
- Event Code: GWAIAIR2-66902
- 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
Steps to Stop External Fraud
- Online
- Event Code: TAKESSF2-63281
- Fields of Study: CPE - Accounting
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, ... More Info
Rebroadcast
Numbers to Narrative: Storytelling in Business Communication
- Online
- Event Code: CXVCSBC1-71699
- Fields of Study: CPE - Personal Development
Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define ... More Info
Rebroadcast
AICPA’s New SSTS #4 – New Ethics Standard for Tax Resolution
- Online
- Event Code: BTPWANS1-71206
- 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
Ethical AI Practices for CPAs: Ensuring Responsible Use
- Online
- Event Code: HAJHEAI2-67348
- Fields of Study: CPE - Behavioral Ethics
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity. This event may be a rebroadcast of a live event and the instructor will ... More Info
Rebroadcast
Fraud, Controls & Ethics: Best Practices & Case Studies
- Online
- Event Code: CHCHFIE4-64285
- Fields of Study: CPE - Auditing, CPE - Regulatory Ethics
This course explores 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 from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their ... More Info
Rebroadcast
How AI Fits into the Accounting World
- Online
- Event Code: TAKEAIA2-69679
- Fields of Study: CPE - Accounting
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with ... More Info
Rebroadcast
Managing Current Fraud Trends in a Shifting Environment
- Online
- Event Code: ESJLMCF8-64825
- Fields of Study: CPE - Specialized Knowledge
As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available ... More Info
Rebroadcast
Surgent’s Government and Nonprofit Frauds and Controls to Stop Them
- Online
- Event Code: FCS4-2026-01-WEBNR-253-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Auditing (Governmental)
The cost of fraud, dearly paid by governments and nonprofits, is too severe to not learn from past experiences. This course examines real-world fraud cases to uncover the lessons they provide and translate them into practical, preventive controls. Using a highly illustrative and innovative format, the course engages participants with ... More Info
Rebroadcast
Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success
- Online
- Event Code: PLF4-2026-01-WEBNR-253-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Management Services
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but ... More Info
Rebroadcast
Surgent’s Social Security and Medicare: Planning for You and Your Clients
- Online
- Event Code: SSRB-2026-01-WEBNR-253-01
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- CFP
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and ... More Info
Rebroadcast
Business Tax Update: OBBA and Recent Developments
- Online
- Event Code: FTBTURD2-72218
- 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: When The Office Is A Crime Scene
- Online
- Event Code: NCRNFAW4-69398
- Fields of Study: CPE - Accounting
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee ... More Info
Rebroadcast
Comprehensive Audit & SSARS Update
- Online
- Event Code: PAAHCAS4-69585
- Fields of Study: CPE - Accounting, CPE - Auditing
This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also ... More Info
Rebroadcast
Ethical Intelligence for Artificial Intelligence
- Online
- Event Code: HDCHEAI2-68317
- Fields of Study: CPE - Regulatory Ethics
Organizations and individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention, and other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting ... More Info
Rebroadcast
Spring Tax Update with Steve Dilley
- Online
- Event Code: FTWSPDT8-66485
- 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
Rebroadcast
Surgent’s Assessing the Risk of Fraud in a Financial Statement Audit
- Online
- Event Code: ARF8-2026-01-WEBNR-253-01
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Auditing
From Enron and WorldCom in the early 2000s to Wirecard and FTX in recent years, the risk of fraud in an audit remains high, and the potential loss to the public has only increased. The Association of Certified Fraud Examiners (ACFE) annual reports find that fraud is potentially lurking in ... More Info
Rebroadcast
Surgent’s Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
- Online
- Event Code: SCB2-2026-01-WEBNR-253-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S corporations, understanding how shareholder basis and the equity section of the balance sheet work together for ... More Info