CPE Catalog & Events
Behind the Curtain: Exploring IRS Audit Technique Guides
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Online
2.0 Credits
Member Price: $89

Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Monthly Federal Tax Updates - November 2025
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Online
2.0 Credits
Member Price: $89

Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Forensic Accounting: Investigating Divorce Cases
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Online
4.0 Credits
Member Price: $149

With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating, and presenting your findings to your client and if needed, ultimately in divorce court. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Unlock the Power of AI with Copilot in Excel
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Online
2.0 Credits
Member Price: $89

In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Online
4.0 Credits
Member Price: $149

Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Business Partnerships: Managing Supplier Relationships
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Online
1.0 Credits
Member Price: $55

As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Introduction to Forensic Accounting
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Online
4.0 Credits
Member Price: $159

Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business; however, technology also provides greater opportunities for those willing to commit fraud. Forensic accountants rely on their skills in accounting, coupled with their investigative skills, to explain to clients, courts, and jurors how fraudulent schemes occur and the effect caused by fraud. Forensic accountants also provide expert opinions in calculating damages in litigation and administering bankruptcy estates, as well as a host of other services.
Invest in Your Mental Health and Avoid Burnout
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Online
2.0 Credits
Member Price: $89

For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals. Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization. To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Coaching Skills for Managers and Supervisors
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Online
4.0 Credits
Member Price: $159

This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Surgent's Guide to Payroll Taxes and 1099 Issues
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Online
4.0 Credits
Member Price: $159

Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, they have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents an overview of employee versus independent contractor criteria, the federal payroll taxes form, Form 1099, and related compliance issues.
Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges
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Online
4.0 Credits
Member Price: $159

When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of sale: installment sales and like-kind exchanges. Knowing how and when to utilize these provisions makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals which could impact the future of these two provisions.
Create Visuals in Power BI to Successfully Analyze Data
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Online
4.0 Credits
Member Price: $149

Unlock the full potential of your data with our cutting-edge course, "Create Visuals in Power BI to Successfully Analyze Data." Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you're a business professional, a budding data analyst, or simply someone interested in the world of data science, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com, and learn to navigate these platforms with ease and confidence. The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces, you'll quickly move to the core of creating impactful visuals. Explore a wide array of available visuals and learn how to select the most effective ones for your data stories. Through detailed sessions on building interactivity into your visuals, you will discover how to create dynamic reports that not only captivate but also communicate effectively. This course will also guide you through the process of publishing your reports on PowerBI.com, ensuring that your insights reach their intended audience with the right impact. By the end of this transformative journey, you will be adept at leveraging the full capabilities of Power BI. Your newfound ability to create interactive, engaging, and informative visual reports will make you an indispensable asset in any data-driven decision-making process. Embrace this opportunity to elevate your professional profile, enhance your analytical capabilities, and become a sought-after expert in the field of data visualization. Join us for "Create Visuals in Power BI to Successfully Analyze Data" and step into the future of data analysis with confidence and skill. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's A Guide to Nonqualified Deferred Compensation
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Online
2.0 Credits
Member Price: $99

This course is designed to provide a deep understanding of NQDC plans, focusing on the regulations, tax nuances, and strategies to understand to effectively advise clients. Participants will learn about the key features of NQDC plans, their differences from qualified retirement plans, and the compliance requirements under IRC Section 409A and other relevant regulations. The course will cover the taxation of NQDC plans, including income recognition, FICA, and federal/state taxes, for both employers and employees. Attendees will explore various types of NQDC plans and discuss their unique features and benefits. The course will also delve into financing and funding options for NQDC plans and provide guidance on developing and implementing effective planning strategies based on participant demographics, company objectives, and tax efficiency. By the end of the course, participants will have the knowledge and tools to properly advise clients on NQDC plans to maximize benefits while ensuring compliance with regulations.
Controls to Secure the Growing Digital Footprint
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Online
4.0 Credits
Member Price: $149

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 prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they, and their companies secure digital information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
AI Revolution: The Big Picture for CPAs
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Online
2.0 Credits
Member Price: $89

Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your professional role. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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Online
1.0 Credits
Member Price: $59

Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to privacy and data security. In this webinar, we will explore both the risks we have traditionally faced in the workplace personally, as well as the novel set of data privacy threats and compliance challenge issues employers face with a remote and mobile workforce.
Income Tax Analysis: Exploring In-Depth Concepts
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Online
2.0 Credits
Member Price: $89

Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial reporting and tax regulations. - Timing Differences: Variations in income recognition and deductible expenses between GAAP and IRC create timing differences, impacting reported profitability and tax liabilities. - Deferred Tax Assets: Companies accrue deferred tax assets from overpaid taxes or carried-forward credits, which can offset future taxable income, reducing tax liabilities. - Deferred Tax Liabilities: When taxable income is less than reported income, deferred tax liabilities arise, necessitating future tax payments when temporary differences reverse. Join us to delve into these concepts, exploring how financial reporting choices and tax strategies shape a company's financial performance and compliance obligations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Get started with Power BI
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Online
2.0 Credits
Member Price: $89

Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query, and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service, and Power BI Report Server. In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features, and its seamless integration with Excel. The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing, and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ChatGPT for Accountants: 50+ Use Cases
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Online
2.0 Credits
Member Price: $89

This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning to Teach "Tax" as a Second Language
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Online
1.0 Credits
Member Price: $55

Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.