CPE Catalog & Events

Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with — information reporting, payroll tax issues, and tax credit and deduction documentation. We will also discuss relevant changes to individual and business tax returns so that CAS professionals can better assist clients with tax needs in the upcoming year.

Peer review deficiencies and professional liability claims result from both audit and nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns for a wide variety of professional services offered by public accountants.

New personal financial planning strategies are emerging due to passage of the One Big Beautiful Bill and evolving personal goals in difficult economic and legal environments. Drawn from recent publications and government directives, this course reviews the latest financial strategies and planning changes from the past year in insurance, investments, tax, estate and retirement, including Social Security and Medicare. Additionally, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.

Companies with poor cost information make bad decisions about products that are not "average.— Poor information causes companies to overprice easy, high-volume "gravy" products and underprice difficult, low-volume "dog" products. Regardless of whether your company sells goods or services, learn how to double your profit by giving the dogs to your competitor and keep the gravy for yourself.

Whether saving for retirement, reducing taxes, or combining the two, pension and profit-sharing plan strategies are your go-to solution. Discover the type of plan documents that work best for your clients, how to terminate a plan, different retirement plans you can choose from, contribution & deduction limits, reporting & disclosure rules, Form 5500 & participant communication requirements, and even how to do in-plan Roth conversions. Get ready to make retirement planning for your clients a breeze.

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 highly illustrative and innovative format, the course features over 25 focused exercises to strengthen your working knowledge and ensure you leave prepared to apply the latest accounting and auditing standards with confidence.

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding experience, and fostering a culture of continuous development. Whether you’re a seasoned manager or new to hiring, this course equips you with the tools to make confident decisions, engage new hires effectively, and set your team up for success from day one.

Leaders have the right to exercise customary management functions. Employees have the right to be kept free from discrimination. Neither employer rights nor employee rights are absolute. The courts are equally protective of the rights of employees and employers. A courtroom is the wrong place for anyone to find this out. This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits.

Frequently, third parties may request certain financial and nonfinancial information to be verified by the external accountant (often referred to as ";comfort letters"). This course will provide insight into how to respond to requests for comfort in a way that will minimize professional liability risk. 

Accounting and finance professionals routinely encounter a broad range of legal issues while advising clients or performing routine job functions. Contract law tops the list as the most frequent issue that intersects with the accounting and finance professions. As trusted advisors, it is wise to understand the fundamentals of contract law for both personal and professional benefit. This course provides a broad overview of contract law basics geared specifically toward the accounting and finance professions. From contract formation to enforceability, this course offers an interesting look at how contract law intersects with accounting and finance. Participants should walk away with a better understanding of common issues that arise when reviewing contracts.

The IRS has issued final regulations regarding the Tax Cuts and Jobs Act's (TCJA) elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to be entertainment. The final regulations also address the 50% limitation on the deduction of food and beverage expenses and when the 50% limitation does not apply. To effectively advise clients, it is imperative for tax practitioners to understand these rules and be updated on the latest IRS guidance related to meals and entertainment.

Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2025 tax year, this course is an essential guide for tax preparers on how to tackle the preparation of these forms. Understanding and preparing these forms requires a basic knowledge of various international tax topics, including sourcing of income, foreign tax credit income categories, effectively connected income, and fixed, determinable, annual, or periodical (FDAP) income. The course includes a brief discussion of key international tax concepts, a detailed walk-through of what information is required to be reported in different parts of the schedules, and practical advice from the field. The course also includes three comprehensive case studies on how the form should be completed for operating, real estate rental, and investment partnerships. Please note: Surgent also offers a companion course, "Schedules K-2 and K-3: Filing Requirements" (KFR2).

There is always too much to do and too little time to do it all.  Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter.  In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do.  We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals.

The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.

Today’s most successful accounting firms aren’t just showing up online – they’re leading the pack with high-performing websites. In this webinar led by CPA.com and CPA Site Solutions, we’ll explore the digital strategies forward-thinking firms are using to stand out from the competition. From modern, high-converting websites to smart branding and search engine optimization, you’ll learn what’s working for your peers, and how to apply these insights to elevate your own firm’s online presence. Speaker Bios  Andy Roe, Chief Revenue Officer, CPA Site SolutionsAndy Roe is the Chief Revenue Officer at CPA Sites Solutions and a seasoned revenue leader with more than 20 years of experience in the human capital management (HCM) industry. Throughout his career, Andy has partnered closely with CPA firms and payroll providers, helping SMB clients navigate compliance, payroll and workforce challenges through technology-enabled solutions. He specializes in scaling sales organizations, aligning go-to-market strategy and driving long-term customer value in SaaS businesses.Chris Cromer, Director of Operations, CPA.comChris Cromer is a senior technology leader responsible for the architecture, support and operational integrity of CPA.com's products and services, alongside enterprise IT functions. He serves as Product Manager for the .cpa top-level domain (gTLD) and CPA.com's email product. A CPA.com team member since 2001, Chris brings more than two decades of cross-functional expertise spanning cybersecurity, DevOps, cloud infrastructure, IT governance and compliance frameworks. Prior to CPA.com, Chris served in the United States Air Force and held a role in the Internet Operations group at Pearson PLC, where he led the migration of legacy LAN-based educational software to scalable, internet-delivered platforms — an early and complex undertaking in the shift toward SaaS-model delivery.  

Audits conducted under the Uniform Guidance for Federal Awards continue to be among the most challenging audit engagements as the number of federally funded programs for not-for-profit organizations continues to increase. This course will provide you with what you need to know to prepare for Single Audits conducted during 2026, including performing the compliance audit and auditor reporting responsibilities.

This course is designed to present the most common types of financial statement fraud and embezzlement, illustrated through real cases and situations. We'll distinguish financial reporting fraud from misappropriation of assets and highlight common schemes involving one or both types of fraud. We'll review high-profile cases and other real-world situations to emphasize the CPA's role and responsibility. This course will also touch on updated GAAS requirements. Get ready to examine the methods used to perpetrate and disguise schemes, learn how fraud can be detected by both management and auditors, and explore the CPA's role in preventing and detecting both types of fraud.

There is always too much to do and too little time to do it all.  Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter.  In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.

New personal financial planning strategies are emerging due to passage of the One Big Beautiful Bill and evolving personal goals in difficult economic and legal environments. Drawn from recent publications and government directives, this course reviews the latest financial strategies and planning changes from the past year in insurance, investments, tax, estate and retirement, including Social Security and Medicare. Additionally, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.