CPE Catalog & Events
International Cross Border Transactions
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TBD
2.2 Credits
Member Price: $79
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk
Mastering Charitable Remainder Trusts and Form 5227 ComplianceCompliance
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TBD
2.0 Credits
Member Price: $79
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Managing Your Money in Retirement
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TBD
3.0 Credits
Member Price: $99
Social Security Retirement Asset allocation Fraud
Preparing and Reviewing Workpapers for Higher Quality Audits
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TBD
4.0 Credits
Member Price: $129
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards
Topic 842 - Implementing Leases Workshop
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TBD
4.0 Credits
Member Price: $129
Accounting Yellowbook Leases Standards ASC 842
The Competent Accountant - Mastering the Role of the Controller/ CFO
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TBD
4.0 Credits
Member Price: $129
Business Management Organization
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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TBD
4.2 Credits
Member Price: $129
Business Management Organization
2025 Business Federal Tax Update - Navigating the Current Tax Landscape
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TBD
8.0 Credits
Member Price: $225
Thorough exploration of essential IRC Sections pertinent to business income taxation Comprehensive assessment of recent changes and updates in business taxation Examination of business changes arising from significant legislative updates Analysis of pertinent tax code sections, including Section 199A Addressing tax considerations for various business schedules (C, F, and E) Navigating partnership, corporation, and LLC taxation issues Unpacking the complexities of COVID-19-related subsidies and their tax implications Interaction of Code Section 461(l) with Section 382 and carryover rules Understanding defaulted loans, bankruptcy implications, and their tax treatment Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation Special rules governing the business use of a home Reporting requirements for converting personal use property to business use
A Practical Guide to Trusts
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TBD
8.0 Credits
Member Price: $245
Trustee responsibilities and trust administration Strategies for probate avoidance and efficient asset distribution Tax treatment of revocable living trusts Marital deductions and bypass trusts Uses of irrevocable trusts in estate planning Benefits of irrevocable life insurance trusts Multi-generational wealth planning with dynasty trusts Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT
Coaching the Next Generation of CPAs
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.
The Art of Accountability: Effective Strategies for Tough Conversations
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TBD
1.0 Credits
Member Price: $39
Leadership Conflict management Accountability Employee engagement
Power Skills: Your Guide to Professionalism and Client Interactions
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TBD
2.0 Credits
Member Price: $79
Communication Business Management
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
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TBD
2.0 Credits
Member Price: $79
Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
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TBD
2.0 Credits
Member Price: $79
Leadership foundations Leading downward Leading upward Practical leadership tools
Using AI to Instantly Transform Ideas into Revenue Streams
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:AI-powered ideation and opportunity identification techniquesDigital asset creation workflows using generative AI toolsAudio and video content generation using AI avatars and synthesisE-commerce integration and product development strategiesAI-driven presentation and visual content creationSocial media content optimization and distributionMulti-format content transformation (articles, songs, comics, storyboards)
Income Statement Disaggregation: ASC 240-40 25-26
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TBD
2.5 Credits
Member Price: $99
Disclosure - Overview Disclosure - Expense Disaggregation Implementation Guidance
Staff Retention Keep the Best People
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TBD
3.0 Credits
Member Price: $99
Remote workforce Employee retention Staff turnover
Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate
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TBD
3.0 Credits
Member Price: $149
The federal transfer tax exemption What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent’s residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount
Financial Statements for the Simple Business Entity 25-26
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TBD
4.0 Credits
Member Price: $175
Accounting for simple business entities Income tax, modified cash basis and other alternatives to GAAP Avoiding the pitfalls and costs of GAAP reporting and disclosure requirements Documenting accounting decisions to minimize potential liability
Effective Coaching Strategies for High Performance
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TBD
4.0 Credits
Member Price: $129
Coaching Effective Communication Problem Solving Use of AI as a coaching tool