Rebroadcast
What If Your Client Didn’t Take Reasonable Compensation
- Online
- Event Code: WRX241725
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Taxes
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: My S Corp client didn’t take reasonable compensation last year. Now what? Knowing that reasonable compensation isn’t just a tax obligation, but a strategic financial decision, you need to be armed with ... More Info
Rebroadcast
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- Online
- Event Code: WRS177025
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Getting ready for busy season involves not only knowing what’s new for the current year but also understanding how the changing limits, phaseouts, and other rules apply to current-year returns. With OBBBA enactment over the past few years, the present course will constitute a one-stop shop that brings you the ... More Info
Rebroadcast
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- Online
- Event Code: WRS107225
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
Getting ready for busy season involves not only knowing what’s new for the current year but also understanding how the changing limits, phaseouts, and other rules apply to current-year returns. With OBBBA enactment over the past few years, the present course will constitute a one-stop shop that brings you the ... More Info
Rebroadcast
Keeping Up with the FASB
- Online
- Event Code: WRX241925
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Accounting
This course will explore significant elements of the FASB’s technical agenda, focusing on recent updates to revenue recognition and lease accounting standards. A Special Purpose Framework overview will be provided, which may reveal salient alternatives to U.S. GAAP for certain entities. This event may be a rebroadcast of a live ... More Info
Rebroadcast
Surgent’s Essential Depreciation and Expensing Update
- Online
- Event Code: WRS107325
- CPE Credits: 4
- Legacy Level:Intermediate
- Fields of Study: Taxes
This course offers a comprehensive analysis of the evolving rules surrounding depreciation, amortization, and property transactions, incorporating the latest inflation adjustments and technical corrections. It offers practical guidance through real-world examples and case studies to clarify complex rules and help professionals stay compliant and informed amid ongoing change.
Rebroadcast
Erase the Mark: Best Practices in Penalty Abatement
- Online
- Event Code: WRX242125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: 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
How Fraud Can Affect Smaller Organizations
- Online
- Event Code: WRX242025
- CPE Credits: 4
- Legacy Level:Basic
- Fields of Study: Accounting
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, ... More Info
Rebroadcast
Nuts & Bolts of Cryptocurrency Taxation
- Online
- Event Code: WRS107525
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
Cryptocurrency is heading mainstream. According to a recent study conducted by New York Digital Investment Group, there are 46 million bitcoin holders in the US, and institutions have also shown increased interest in this space. The rising popularity of cryptocurrency and the inclusion of the virtual currency question on the ... More Info
Rebroadcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
- Online
- Event Code: WRS107625
- CPE Credits: 3
- Legacy Level:Basic
- Fields of Study: Taxes
Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and ... More Info
Rebroadcast
What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
- Online
- Event Code: WRS177125
- CPE Credits: 3
- Legacy Level:Basic
- Fields of Study: Taxes
Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and ... More Info
Rebroadcast
Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
- Online
- Event Code: WRS107425
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personnel/Human Resources, Taxes
Working in accounting and finance offers strong earnings and growth, yet chronic overwork remains the top driver of anxiety and attrition in the profession. Evidence shows that long hours and poor recovery harm both health and output: large studies link greater than 55-hour weeks to higher cardiovascular risk, specific-hour thresholds ... More Info
Rebroadcast
2025 Yellow Book Update
- Online
- Event Code: WRX242225
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Auditing (Governmental)
- Yellowbook
More and more entities need Yellow Book engagements, including a growing number of for-profit entities. In this course, we will review the unique independence requirements in GAGAS. We’ll also review the recent changes to quality management in Yellow Book. We’ll close with a reminder of common deficiencies found in Yellow ... More Info
Rebroadcast
Ethics: IRS Behavioral Insights for Accountants
- Online
- Event Code: WRX242325
- CPE Credits: 2
- Legacy Level:Overview
- Fields of Study: Behavioral Ethics
This course provides a concise overview of how the Internal Revenue Service (IRS) thinks. The session reviews how the agency uses behavioral insights — the study of how people reflect and behave — to drive compliance, positively impact taxpayer engagement, and reduce taxpayer burden. While the IRS is governed by ... More Info
Rebroadcast
The Art of Delegation: Strategies for Improving Your Skills
- Online
- Event Code: WRS107725
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Personal Development
One of the most challenging skills for a manager or supervisor to master is delegation. This course will cover a variety of delegation-related topics and provide participants with the necessary knowledge and skills to delegate work and authority effectively.
Rebroadcast
Viewing A&A Through the Eyes of a Tax Practitioner
- Online
- Event Code: WRX494725
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Accounting, Auditing
This session offers insight for tax practitioners beyond merely checking a box to satisfy accounting and auditing requirements for license renewal. We devote significant attention to extracting utility from financial statements to support decision needs of both external financial statement users and internal stakeholders. We explore best practices for cross-functional ... More Info
Rebroadcast
Synchronize Your Files to the Cloud with SharePoint -Updated
- Online
- Event Code: WRX242425
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Computer Software & Applications
One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a must take. There are often times when you want or ... More Info
Rebroadcast
Hot Topics Audit & Attest Update
- Online
- Event Code: WRX242525
- CPE Credits: 2
- Legacy Level:Update
- Fields of Study: Auditing
- Yellowbook
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
How to Double Your Firm’s Revenue Through CFO and Advisory
- Online
- Event Code: WRX242725
- CPE Credits: 1
- Legacy Level:Basic
- Fields of Study: Accounting
In this webinar, accountants will discover how to double their firm’s revenue through CFO and advisory services. Many accounting firm owners are stuck in what we call The Accountant’s Trap. It’s where the firm owner is trapped working for low fees, dealing with high-demanding clients, all the while being burnt ... More Info
Rebroadcast
More Money: Strategic Ways to Improve Cash Flow
- Online
- Event Code: WRX242625
- CPE Credits: 4
- Legacy Level:Overview
- Fields of Study: 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
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
- Online
- Event Code: WRS107825
- CPE Credits: 8
- Legacy Level:Update
- Fields of Study: Taxes
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. ... More Info
Rebroadcast
Ethics of AI: A CPA’s Guide
- Online
- Event Code: WRX242825
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
The practical application of artificial intelligence (AI) in the accounting profession is spreading like wildfire with the release of powerful applications such as ChatGPT. A byproduct of this evolution is the origination of new ethical dilemmas for CPAs on how to address the use of this technology in the delivery ... More Info
Rebroadcast
Donating Cryptocurrency and Avoiding Traps for the Unwary
- Online
- Event Code: WRX243025
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Taxes
As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challenging to properly report any of these types of donations. Likewise, taxpayers will need to ensure that they properly value ... More Info
Rebroadcast
Ethical Considerations for CPAs
- Online
- Event Code: WRS177225
- CPE Credits: 2
- Legacy Level:Intermediate
- Fields of Study: Regulatory Ethics
As accounting firms’ non-attest offerings to their attest clients become more diversified, such engagements increase firms’ exposure to independence violations. In order to thread the needle of providing value-added services and upholding their independence obligations, firms need to have a strong foundational understanding of the applicable ethical and independence rules ... More Info
Rebroadcast
How AI Is Automating Internal Control
- Online
- Event Code: WRX242925
- CPE Credits: 8
- Legacy Level:Basic
- Fields of Study: 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
Financial Decisions that Led Two Businessmen to Prison
- Online
- Event Code: WRX243125
- CPE Credits: 2
- Legacy Level:Basic
- Fields of Study: Behavioral Ethics
Two college graduates built impressive careers: One worked in sales, the other in technology and investing. Both of those people made decisions in the course of their business that led to government investigations. They had to hire attorneys, go through judicial processes, face charges, and plead guilty. Each of those ... More Info