CPE Catalog & Events
Form 7203 - How to Calculate Shareholder Basis
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TBD
2.0 Credits
Member Price: $79
Introduction to Form 7203 and its purposes Mechanics of completing Form 7203 accurately Strategies for reconstructing shareholder basis Loss limitations under I.R.C. §461 At-risk rules and limitations for S Corporation shareholders Documentation requirements for shareholder basis Common errors in calculating and reporting basis Best practices for maintaining and reporting shareholder basis
The Ethical Management of Conflict
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Professionalism, Conflict and EthicsSources and approaches to conflictManaging Conflict from the Inside: Awareness of human tendencies, human emotions, and gossipGuidelines for managing conflict collaboratively
Taxation of Judgements and Settlements
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TBD
2.4 Credits
Member Price: $79
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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TBD
4.0 Credits
Member Price: $129
Diagnosing problems with existing performance targets and incentives Designing performance targets (that work in the real world) Designing incentives the drive the intended behaviours and outcomes Avoiding common mistakes, problems and pitfalls with performance targets and incentives
Preparing and Reviewing Workpapers - Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
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TBD
8.0 Credits
Member Price: $225
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 Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation
Individual Tax Update: Key Considerations for 2025
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TBD
8.0 Credits
Member Price: $225
2025 Tax Provision Sunsets Proposed individual tax provisions Recent legislative developments, cases and rulings impacting individual taxpayers ACA premium tax credit Inflation Reduction Act update 2026 inflation rates FBAR update Virtual currency and enforcement Property transactions Gross income and deductions
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Ethics and Ethical DilemmasEthical Codes and Professional StandardsFraud and the Fraud TriangleEthical Decision-Making ModelsFinancial Statement Manipulation TacticsCash Flow and Key Metrics Misrepresentations
K2's After QuickBooks, What's Next?
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TBD
1.0 Credits
Member Price: $39
Transitioning from QuickBooks Pro and Premier – challenges and opportunities Overview and comparison of leading accounting software solutions Implementation strategies and best practices for modern accounting platforms
Introduction to Ethics & Professional Skepticism
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TBD
2.0 Credits
Member Price: $79
Code of Ethics for Professional Accountants Yellowbook Auditing
Nonprofit Taxation Rules and Form 990
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TBD
2.0 Credits
Member Price: $79
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
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TBD
2.0 Credits
Member Price: $89
Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime
Nonprofit A&A Series Part 2: Revenue Recognition 25-26
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TBD
2.0 Credits
Member Price: $99
Pledges and contributions Restrictions and conditions Special concerns with governmental funding Donated goods and services Special events Revenues earned through sales and services to customers, including the application of CECL
PFP Update: Issues, Exposures and Developing Client Strategy 25-26
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TBD
2.0 Credits
Member Price: $99
Cash flow management Insurance, investment, income tax, education, retirement and estate planning Understanding client issues, diagnosing client exposures and determining client solutions Closely held business owner strategies
Surgent's Excel Shortcuts for Accountants
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TBD
2.0 Credits
Member Price: $99
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis
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TBD
2.0 Credits
Member Price: $99
Introduction to Form 7203 Introduction to the calculation of stock basis Introduction to the calculation of loan basis Taxable and nontaxable S corporation distributions to shareholders The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses
Tax Practice Ethical Challenges and Circular 230
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TBD
2.0 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees
Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1
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TBD
2.2 Credits
Member Price: $79
Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards
Surgent's Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
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TBD
4.0 Credits
Member Price: $159
Three different types of basis Contributions of property IRC 704(b) – Capital Accounts and Special Allocations Contributions of property and debt Contributions of services IRS Notice 2020-43
Becoming Conflict Competent
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TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:Levels of conflictStrategies to de-escalate conflictDistinction between miscommunication and conflictResponses to conflictTactics to address, rather than avoid, conflict
Surgent's Navigating Your Client Through the IRS Appeals Process
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TBD
4.0 Credits
Member Price: $159
Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less Writing and filing a Formal Protest, including required information Alternative Dispute Resolution options available to clients Negotiation and time limitations Preparing and submitting a Tax Court petition to preserve a client’s rights