Event Search
Rebroadcast
The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
- Online
- Event Code: RAO2-2026-01-WEBNR-295-01
It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their ... More Info
Rebroadcast
Update on the SECURE 2.0 Act
- Online
- Event Code: SEC2-2026-01-WEBNR-295-01
This course provides a comprehensive analysis of the SECURE 2.0 Act (Act) that includes key provisions of the Act available for implementation in 2025. The principal focus of the Act was to expand retirement coverage and increase retirement savings. As such, the Act included many important changes relating to IRAs ... More Info
Live Webcast
WF001426: Don Farmer’s Stock vs. Asset Sales: Tax Impact for Buyers & Sellers
- Online
- Event Code: WF001426
- External ID: WF001426
- CPE Credits: 2
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
This course compares the tax consequences of stock and asset transactions from both buyer and seller perspectives. Participants will analyze basis step-ups, depreciation implications, allocation rules, and elections under §§338 and 336(e). Case studies illustrate negotiation considerations and after-tax outcomes. MAJOR TOPICS * Overview of Stock and Asset Transaction Structures ... More Info
Rebroadcast
Navigating IRS Collections: The Collection Process
- Online
- Event Code: HIMHTCP2-69237
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the ... More Info
Rebroadcast
The Current and Future Landscape of Audit Technology
- Online
- Event Code: GAPZCFL2-72948
Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies, and actionable ... More Info
Rebroadcast
Google Gemini Deep Dive Hands-on Bootcamp for CPAs
- Online
- Event Code: HAJHGGD2-67383
Google Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of ... More Info
Rebroadcast
Mastering Partnership Basis: Inside and Outside Basis
- Online
- Event Code: FTSDMPB2-66397
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 \ and \ basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This ... More Info
Rebroadcast
2026/27 Yellow Book Update
- Online
- Event Code: GA26YBU1-72544
Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The course also ... More Info
Rebroadcast
The Americans with Disabilities Act and the Family and Medical Leave Act
- Online
- Event Code: ADAF-2026-01-WEBNR-295-01
The Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA) were implemented to improve the lives of employees. FMLA allows eligible employees to take job-protected leave for their own serious health conditions or to care for sick family members. The ADA was intended to ensure “equality ... More Info
Rebroadcast
Understanding How the IRS Rewards Whistleblowers
- Online
- Event Code: UHIR-2026-01-WEBNR-295-01
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
Social Security: Dispelling Common Myths with Essential Truths
- Online
- Event Code: SMT2-2026-01-WEBNR-295-01
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make ... More Info
Rebroadcast
Surgent’s Weekly Expert Hour
- Online
- Event Code: WEXH-2026-01-WEBNR-295-01
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are ... More Info
Live Webcast
WLS00626: S-Corporation, Partnership, & LLC Tax Update
- Online
- Event Code: WLS00626
- External ID: WLS00626
- CPE Credits: 4
- Legacy Level: Update
- Fields of Study: CPE - Taxes
If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generatting ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. ... More Info
Rebroadcast
Independence for Auditors – AICPA, PCAOB, GAO & DOL
- Online
- Event Code: GAMGIFA4-72852
Independence requirements are foundational to audit quality, yet they vary depending on the applicable regulatory and professional framework. This course provides a practical overview of auditor independence rules and highlights key similarities and differences across major standard setters and oversight bodies. Participants will review independence requirements issued by the AICPA, ... More Info
Rebroadcast
Internal Controls Over Compliance vs Compliance
- Online
- Event Code: GAMGIOC1-72907
Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific ... More Info
Rebroadcast
Spring Tax Update with Steve Dilley
- Online
- Event Code: FTWSPDT8-65998
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
Accounting & Attestation for ESG
- Online
- Event Code: GAARESG2-72599
Environmental, Social, and Governance (ESG) reporting has become an increasingly important area of focus for standard setters, regulators, and stakeholders. This course provides an overview of how ESG considerations intersect with accounting and attestation services, with attention to developments affecting both preparers and assurance providers. Participants will review current ESG-related ... More Info
Rebroadcast
Agentic AI for CPAs: Automate Workflows with Intelligence
- Online
- Event Code: HAAIAWI2-67242
The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a ... More Info
Rebroadcast
Becoming a Fractional CFO: What to Do and How?
- Online
- Event Code: KIDMBFC2-69898
Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is ... More Info
Rebroadcast
Disrupt to Dominate: Mastering Change Leadership
- Online
- Event Code: TDTDDTD4-69615
In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, ... More Info
Rebroadcast
Introduction to Yellow Book: 8-Credit Boot Camp
- Online
- Event Code: GAMGIYB8-66690
This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and ... More Info
Live Webcast
WL001326: AI 101 for CPAs: Core Concepts and Practical Applications
- Online
- Event Code: WL001326
- External ID: WL001326
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Information Technology
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like “LLM” and “agentic AI” really mean, and how CPAs can safely put these tools to use. You’ll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance
Rebroadcast
How to Audit: Property, Plant, & Equipment
- Online
- Event Code: GAJVPPE2-72789
Property, Plant, & Equipment is often one of the largest balances on the financial statements. This course will cover the foundation of auditing PP&E, including the related audit assertions, risks, & threats to the PP&E balance. During this course, we will also highlight the various substantive auditing procedures that staff ... More Info
Rebroadcast
Corporate Storytelling in Financial Reporting
- Online
- Event Code: EKEKCSF1-71921
Developments in the Management Commentary and MD&A Narrative reporting is entering a new era-one that moves beyond compliance checklists to focus on cohesive, decision-useful communication. This seminar examines the evolution of corporate narrative reporting through the revised 2025 IFRS Practice Statement 1: Management Commentary and the U.S. GAAP-based MD&A under ... More Info
Rebroadcast
Tax Update:
- Online
- Event Code: HIMHTUO2-69785
This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (H.R.1), \ Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the ... More Info