CPE Catalog & Events
Earn quality CPE, stay ahead on hot topics and connect with peers — in the format of your choice. ISCPA makes learning simple.
Surgent's Weekly Expert Hour (Original Air Date: 9/16/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
Latest news on proposed tax legislation (as of 9/16/21) Modification of rules relating to retirement plans Health care sharing ministry Wyden pass-through reform discussion draft
Surgent's Weekly Expert Hour (Original Air Date: 9/23/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
Latest news on proposed tax legislation (as of 9/23/21) Modification of rules relating to retirement plans SECURE Act 2.0 Wyden pass-through reform discussion draft
Surgent's Weekly Expert Hour (Original Air Date: 9/24/20)
Available Until
Self-study
1.00 Credits
Member Price: $49
IRS Announcement 2020-12 2020 estate, gift, and GST tax Mechanics and benefits of the gift/sale to grantor trust Partnership reporting for carried interests
Surgent's Weekly Expert Hour (Original Air Date: 9/30/21)
Available Until
Self-study
1.00 Credits
Member Price: $49
Coronavirus-related distributions Qualified disaster-related distributions from qualified plans TIGTA Report 2021 Retirement planning
Surgent's What You Need to Know About ASC 842, Leases
Available Until
Self-study
1.00 Credits
Member Price: $49
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Detailed review of accounting by lessees Transition guidance Recently issued updates to the lease accounting guidance
Surgent's Why Do They Do It? The Psychology of Fraud
Available Until
Self-study
2.00 Credits
Member Price: $89
The fraud triangle The truth default theory The concept of cognitive dissonance Confirmation bias Availability
Surgent's Why People Quit: A Look at Accounting and Other Professionals
Available Until
Self-study
1.00 Credits
Member Price: $49
Why employee retention matters Management’s thoughts on turnover Techniques employers use to retain and grow their employees Aspects of employment that matter most to employees Factors that contribute to employee turnover in accounting and finance professions
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
Available Until
Self-study
2.00 Credits
Member Price: $49
Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
Available Until
Self-study
2.00 Credits
Member Price: $89
Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home
Surgent's Workplace Etiquette for Young Professionals
Available Until
Self-study
1.00 Credits
Member Price: $49
Projecting a professional presence Verbal communication skills to elevate your message Mastering non-verbal communication Protocol for office settings Building trust within the organization and with clients Running an impactful meeting Adding value as a meeting attendee Executive dining etiquette strategies and tips
Understanding Partnership Taxation - Basis & Contributions
Available Until
Self-study
3.00 Credits
Member Price: $99
Three Different Types of Basis Contributions of Property In General IRC 704(b) Capital Accounts & Special Allocations Contributions of Property & Debt Contributions of Services IRS Notice 202043
Understanding Partnership Taxation - Debt Allocations
Available Until
Self-study
2.00 Credits
Member Price: $79
Recourse Debt Allocations Constructive Liquidation Scenarios Nonrecourse Debt Allocations Minimum Gains & Nonrecourse Deductions Sec 704(c) Gains Allocations under 704(c) Summing It Up
Understanding Partnership Taxation - Distributions
Available Until
Self-study
2.00 Credits
Member Price: $79
General Rules on Distributions Calculation of Partnership Basis NonLiquidating Distributions Applicable IRC Code Sections NonLiquidating Distributions Examples Distributions of Cash & Property Liquidating Distributions Applicable IRC Code Sections Liquidating Distributions Examples
Understanding Partnership Taxation - Schedules K-2 & K-3
Available Until
Self-study
6.50 Credits
Member Price: $189
Who needs to file? Additional Filing Exception 2021 What if there are no foreign activities? Foreign Tax Credit Overview Domestic Filing Exception Schedule K2/K3 Parts Overview Form 1116 Overview Comprehensive Examples Form 1118 Overview Form 8865 Overview Penalties & Remedies