Event Search
Rebroadcast
Reasonable Compensation for S Corps
- Online
- Event Code: RCPHRCS2-68717
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and ... More Info
Rebroadcast
Calculating the Retirement Need
- Online
- Event Code: PEDPCRN1-70134
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate ... More Info
Rebroadcast
Controllership Skills Update – Budgeting, Forecasting, and Big Data
- Online
- Event Code: CON3-2026-01-WEBNR-323-01
Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization’s strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer ... More Info
Rebroadcast
Governing Agentic AI: Cybersecurity, Data, and Risk
- Online
- Event Code: GOA2-2026-01-WEBNR-323-01
As accounting firms and financial institutions deploy agentic AI, they face significant governance challenges. This course focuses on cybersecurity, data governance, and risk management practices essential for the safe and effective use of autonomous systems. Participants will examine frameworks such as NIST AI RMF and the CSA's red-teaming guidelines, as ... More Info
Rebroadcast
Improving Your Profits: Identifying Cost Cutting Opportunities
- Online
- Event Code: IYP2-2026-01-WEBNR-323-01
Part of one’s duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company’s competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we ... More Info
Rebroadcast
The AI-augmented Professional: Practical Tools, Real Risks, and Immediate Use Cases
- Online
- Event Code: AUG2-2026-01-WEBNR-323-01
Artificial Intelligence is no longer a future concept; it is a current necessity. This session provides a practical roadmap for practitioners to leverage AI safely and effectively. We move from a survey of available tools (from free apps to specialized software) to a deep dive into the ethical guardrails required ... More Info
Rebroadcast
You’ve Got This: An Introduction to Yellow Book and Single Audits
- Online
- Event Code: YGT4-2026-01-WEBNR-323-01
If you work with governments or not-for-profits, mastering the fundamentals of Yellow Book and single audits is essential. This beginner-friendly course breaks down the key requirements of the Yellow Book and the Uniform Guidance for Federal Awards into clear, manageable concepts. You’ll learn the essentials of performing Yellow Book and ... More Info
Rebroadcast
Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
- Online
- Event Code: RTH2-2026-01-WEBNR-323-01
How much can clients contribute to a Roth IRA, Roth 401(k), Roth SEP IRA, or Roth SIMPLE IRA? When do enhanced (super) catch-up contributions apply, and when must those catch-up contributions be made on a Roth basis? How does a Roth distribution qualify as tax-free? How did SECURE Act 1.0 ... More Info
Rebroadcast
Six Common Barriers to Investment Success
- Online
- Event Code: CBIS-2026-01-WEBNR-323-01
Many of us expect to use logic when it comes to how we allocate our investments. The adage of “buy low, sell high” is a saying that makes logical sense. So, why do we always seem to do the opposite? Every day we are faced with decisions, and we are ... More Info
Rebroadcast
Surgent’s Weekly Expert Hour
- Online
- Event Code: WEXH-2026-01-WEBNR-323-01
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
Rebroadcast
Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
- Online
- Event Code: EMIC-2026-01-WEBNR-323-01
The IRS believes, perhaps with some justification, that many workers classified as independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often costly for business clients, both in terms of time as well as money ... More Info
Live Webcast
WLS02626: Review and Analysis of Crucial OBBBA Changes (COB2)
- Online
- Event Code: WLS02626
- External ID: WLS02626
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
Accounting and finance practitioners are still grappling with the many changes OBBBA has made to the tax laws, many of which will impact tax filings. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. Accounting and finance practitioners will gain ... More Info
Rebroadcast
Building Security and Efficiency With Internal Control
- Online
- Event Code: TAKEEIC8-63581
A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control ... More Info
Rebroadcast
Internal Controls Over Compliance vs Compliance
- Online
- Event Code: GAMGIOC1-72908
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
Money Laundering 101 for CPAs
- Online
- Event Code: NCRNMLC4-63238
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
Self-Rental Real Estate: Passive Activity & Section 199A
- Online
- Event Code: FTSSRRP2-66502
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Rebroadcast
Analyzing IFRS Financial Statements
- Online
- Event Code: EKEKAIF4-71896
Evaluating performance for professionals used to GAAP. A strong foundation in financial statement analysis is essential for understanding a company's performance and financial health across reporting standards. This seminar is designed for professionals, particularly those trained in U.S. GAAP, who want to enhance their understanding of IFRS-based financial reporting using ... More Info
Rebroadcast
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
- Online
- Event Code: HAJHUHP2-67573
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
Common Financial Statement Disclosures
- Online
- Event Code: ESJLCFS2-65878
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common ... More Info
Rebroadcast
Federal Tax Updates for Individuals
- Online
- Event Code: AMFTUIN8-71267
Tax developments have been in the forefront of the news, and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications, and the latest tax legislation. The remaining time will ... More Info
Rebroadcast
How AI Is Automating Internal Control
- Online
- Event Code: TAKEHAA4-70660
The term \ (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 because ... More Info
Rebroadcast
Financial Decisions that Led Two Businessmen to Prison
- Online
- Event Code: CMJPFBP2-65367
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
Live Webcast
WLS02726: The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (RAO2)
- Online
- Event Code: WLS02726
- External ID: WLS02726
- CPE Credits: 2
- Legacy Level: Basic
- Fields of Study: CPE - Taxes
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
2026/27 Not-for-Profit GAAP Update
- Online
- Event Code: GA26NFP1-72108
Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The course also introduces the International Non-Profit Accounting Standard ... More Info
Rebroadcast
CFO Series: Storytelling Your Financials for Impact
- Online
- Event Code: KIRMSYF2-60908
Data alone doesn't drive decisions, stories do. Financial professionals must go beyond spreadsheets and craft compelling financial narratives that engage boards, CEOs, and team members. Using real-world examples, we'll demonstrate how to frame financial results within a broader business story, drawing insights and communicating tangible meaning instead of just displaying ... More Info