Event Search
Rebroadcast
Written Information Security Plans
- Online
- Event Code: HIMHISP1-69097
- 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
Basic Individual Taxation Course
- Online
- Event Code: AMAMBIT2-63345
- 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
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
- Online
- Event Code: HAJHUHP2-67602
- Fields of Study: CPE - Computer Software & Applications
Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap in to many of the lesser known features of the Microsoft 365 ecosystem of apps to maximize your productivity and produce better outputs. Through a series of practical case ... More Info
Rebroadcast
Accounting for the Gig Economy
- Online
- Event Code: HDCHAGE2-67601
- Fields of Study: CPE - Accounting
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, ... More Info
Rebroadcast
An Exhaustive Look At Fraud and Ways To Control It
- Online
- Event Code: TAKEFWC8-63452
- Fields of Study: CPE - Accounting
Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we ... More Info
Rebroadcast
More Money: Strategic Ways to Improve Cash Flow
- Online
- Event Code: PEDPMSW4-70447
- Fields of Study: CPE - Management Services
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, ... More Info
Rebroadcast
Surgent’s Ethics for Tax Professionals
- Online
- Event Code: EFTP-2026-01-WEBNR-268-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
- Enrolled Agent
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course ... More Info
Rebroadcast
Professional Ethical Considerations for CPAs
- Online
- Event Code: ESJLPEC2-65926
- Fields of Study: CPE - Regulatory Ethics
Every CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation. CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence. This course will provide an overview of the core principles from which the CPA ... More Info
Rebroadcast
AICPA’s New SSTS #4 – New Ethics Standard for Tax Resolution
- Online
- Event Code: BTPWANS1-71201
- 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
2026/27 Annual Update for Governments and Not-for-Profits
- Online
- Event Code: GA26AUG4-72345
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
This comprehensive annual update brings together key accounting and auditing developments affecting governmental and not-for-profit organizations. The course integrates recent standard-setting activity, emerging global frameworks, and major compliance updates to provide a well-rounded view of changes impacting financial reporting and audit requirements. Participants will begin with an overview of recent ... More Info
Rebroadcast
No Tax on Overtime: Payroll Compliance
- Online
- Event Code: HIMHNTO2-67739
- Fields of Study: CPE - Taxes
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the “regular rate of pay.” Through practical examples and compliance-focused scenarios learners will gain the skills ... More Info
Rebroadcast
Volume to Value: A New Era of Precision Hiring in Accounting
- Online
- Event Code: CXLRVTV1-71644
- 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
What You Can Learn From the Statement of Cash Flows
- Online
- Event Code: CHCHSCF2-65291
- Fields of Study: CPE - Accounting
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be ... More Info
Rebroadcast
Accountants and Malpractice: Can We Get Sued for This?
- Online
- Event Code: AMAMAMC2-65031
- Fields of Study: CPE - Regulatory Ethics
This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax ... More Info
Rebroadcast
Fundamentals of Form 1040 — Business
- Online
- Event Code: HIMHFFB4-69961
- 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
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-67530
- 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
Surgent’s A Complete Guide to Reporting Form 1099-DA
- Online
- Event Code: FDA2-2026-01-WEBNR-268-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
- Enrolled Agent
For each digital asset sale that a broker has affected for a customer in 2025, the broker must complete Form 1099-DA. A broker includes any person who, in the ordinary course of a trade or business, stands ready to affect sales of digital assets to be made by others. This ... More Info
Rebroadcast
Surgent’s Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
- Online
- Event Code: C230-2026-01-WEBNR-268-01
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Regulatory Ethics
- Enrolled Agent
Karen L. Hawkins, the former Director of the IRS Office of Professional Responsibility, will discuss key Circular 230 provisions and how some have been changed through litigation. Since the current version of Circular 230 has not been rewritten to incorporate the results of IRS litigation losses since 2014, this is ... More Info
Rebroadcast
Surgent’s Understanding How the IRS Rewards Whistleblowers
- Online
- Event Code: UHIR-2026-01-WEBNR-268-01
- CPE Credits: 2
- Legacy Level: Overview
- Fields of Study: CPE - Taxes
- Enrolled Agent
In 2006, Congress passed the Tax Relief and Health Care Act. Prior to the Act’s passage, rewards to individuals who provided information to the IRS regarding tax fraud were capped at $10 million. The Tax Relief and Health Care Act authorized the IRS to create a Whistleblower Office dedicated to ... 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-268-01
- 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
Unlocking Deep Secrets: Case Studies in Financial Analysis
- Online
- Event Code: EKEKUDS2-65767
- Fields of Study: CPE - Finance
Unlock the secrets to understanding a company’s financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance. – Vertical Analysis: Learn how to express each line item ... More Info
Rebroadcast
Controls to Secure the Growing Digital Footprint
- Online
- Event Code: TAKEGDF4-63761
- Fields of Study: CPE - Accounting
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like “Big Data” and “Information Overload”, are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more ... More Info
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-66401
- 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
Money Laundering 101 for CPAs
- Online
- Event Code: NCRNMLC4-63230
- Fields of Study: CPE - Specialized Knowledge
CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering ... More Info
Rebroadcast
Power Skills: Professionalism and Client Interactions
- Online
- Event Code: GAJVPSG2-72821
- Fields of Study: CPE - Auditing
Client interactions and professionalism are at the core of what we do as accountants. However, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course, we will discuss best practices when ... More Info