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Rebroadcast
Microsoft 365 Application Lightning Round Review-Updated
- Online
- Event Code: HAJHMAU1-67392
- 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
How AI Fits into the Accounting World
- Online
- Event Code: TAKEAIA2-69677
- 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
Mastering the Art of Conflict: CPA Transformative Strategies
- Online
- Event Code: TDTDMAC4-70903
- CPE Credits: 4
- Legacy Level: Basic
- Fields of Study: CPE - Behavioral Ethics
Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in ... More Info
Rebroadcast
Overcoming Tech Adoption Challenges in CPA Firms
- Online
- Event Code: CXLROTA1-71354
- Fields of Study: CPE - Accounting
The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients, and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from ... More Info
Rebroadcast
The Art of Engaging in Difficult Conversations
- Online
- Event Code: JHSWAED2-63241
- Fields of Study: CPE - Personal Development
Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. This ... More Info
Rebroadcast
Understanding Internal Control Constructs
- Online
- Event Code: TAKEUCC4-63634
- Fields of Study: CPE - Accounting
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. ... More Info
Rebroadcast
Forensic Accounting: Finding Hidden Treasure in Tax Returns
- Online
- Event Code: NCRNFHT4-68903
- Fields of Study: CPE - Taxes
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The ... More Info
Rebroadcast
Leveraging ChatGPT for Innovative Business Advisory Services
- Online
- Event Code: GWGWLCI2-64443
- Fields of Study: CPE - Information Technology
In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI’s powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for ... More Info
Rebroadcast
Basic Individual Taxation Course
- Online
- Event Code: AMAMBIT2-63346
- 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
Self-Rental Real Estate: Passive Activity & Section 199A
- Online
- Event Code: FTSSRRP2-66496
- Fields of Study: CPE - Taxes
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
ChatGPT and Advanced Financial Analysis for Accountants
- Online
- Event Code: GWGWFAA2-64676
- Fields of Study: CPE - Information Technology
This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity’s performance, predicting future financial health, ... More Info
Rebroadcast
Accounting for the Gig Economy
- Online
- Event Code: HDCHAGE2-67617
- 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
Mining Your Firm Client Database for Revenue
- Online
- Event Code: CIGMMYF1-71062
- Fields of Study: CPE - Business Management & Organization
Your client database is more than a record of past engagements-it’s a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships, and drive sustainable revenue growth. From identifying ... More Info
Rebroadcast
Forensic Accounting: When The Office Is A Crime Scene
- Online
- Event Code: NCRNFAW4-69390
- 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
Fraud Busters: Controls to Prevent & Detect Fraud
- Online
- Event Code: FFKGCPD2-64515
- Fields of Study: CPE - Accounting, CPE - Auditing
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and ... More Info
Rebroadcast
Overcoming Tech Adoption Challenges in CPA Firms
- Online
- Event Code: CXLROTA1-71527
- Fields of Study: CPE - Accounting
The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients, and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from ... More Info
Rebroadcast
S Corporations: Comprehensive walk through of Form 1120S
- Online
- Event Code: HIMHSCC8-67840
- Fields of Study: CPE - Taxes
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Electing Subchapter S status as well as reviewing the mechanics of ... More Info
Rebroadcast
Surgent’s Annual Accounting and Auditing Update
- Online
- Event Code: ACAU-2026-01-WEBNR-243-01
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Accounting, CPE - Auditing
Designed as an all-you-need-to-know update for accounting, auditing, and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board ... More Info
Rebroadcast
Surgent’s Employer’s Handbook: Legal, Tax, and Health Care Issues
- Online
- Event Code: HTOF-2026-01-WEBNR-243-01
- CPE Credits: 8
- Legacy Level: Basic
- Fields of Study: CPE - Business Law, CPE - Taxes
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented ... More Info
Rebroadcast
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing
- Online
- Event Code: GNAA-2026-01-WEBNR-243-01
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Accounting (Governmental), CPE - Auditing (Governmental)
In today’s fast-paced environment, keeping up with the latest accounting and auditing requirements for governments and nonprofits can be challenging, but this course makes it easier! Designed to save you time and effort, this comprehensive update provides clear explanations of the most important developments affecting governments and nonprofits. Using a ... More Info
Rebroadcast
Surgent’s Required Minimum Distributions: Compliance and Planning
- Online
- Event Code: RMD4-2026-01-WEBNR-243-01
- CPE Credits: 4
- Legacy Level: Intermediate
- Fields of Study: CPE - Taxes
- Enrolled Agent
Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum ... More Info
Rebroadcast
The Best Individual Income Tax Update Course by Surgent
- Online
- Event Code: BITU-2026-01-WEBNR-243-01
- CPE Credits: 8
- Legacy Level: Update
- Fields of Study: CPE - Taxes
- CFP
- Enrolled Agent
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients ... More Info
Rebroadcast
Corporate Transparency Act Developments
- Online
- Event Code: AMAMCAD2-65131
- Fields of Study: CPE - Taxes
U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of ... More Info
Rebroadcast
Deep Dive Into Common Auditing Deficiencies
- Online
- Event Code: GAMGDDC4-64548
- Fields of Study: CPE - Auditing
This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices. This ... More Info
Rebroadcast
Noble Leadership: An Ethical Approach
- Online
- Event Code: GLRGNLA2-66794
- Fields of Study: CPE - Behavioral Ethics
Research tells us that leaders, supervisors and managers have more impact on an employee than does a therapist and/or life partner. Being a leader is a huge opportunity and privilege and requires introspection and personal growth. This webinar is infused with values of fairness, compassion, respect and more and will ... More Info