CPE Catalog & Events
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Mastering Charitable Remainder Trusts and Form 5227 ComplianceCompliance
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Webinar
2.00 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
Surgent's Did I Pick the Right Major? Selecting Major Programs in a Single Audit
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Webinar
2.00 Credits
Member Price: $99
Understanding the risk-based program selection approach to identifying major programs The four-step major program determination process How to identify ”not low-risk type A programs” and “high-risk type B programs”
Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?
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Webinar
2.00 Credits
Member Price: $99
Estimated taxes and deadlines Tax due dates for common returns and filings Potential penalties and interest Information return penalties Penalties applicable to pass-through entities Accuracy-related penalties First-time abatement (FTA) FTA eligible returns Reasonable cause Nexus: sales tax vs. income tax Sales tax nexus with state specific examples Remote work and sales tax nexus Income tax nexus with state-specific examples Remote work and income tax nexus Sales factor: throwback rules
Surgent's Guide to the AICPA Quality Management Standards
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Webinar
2.00 Credits
Member Price: $99
Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM
Managing Your Money in Retirement
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Webinar
3.00 Credits
Member Price: $99
Social Security Retirement Asset allocation Fraud
Just Ask Why - Searching for Answers: Generating Solutions
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Webinar
4.00 Credits
Member Price: $129
The basic benefits of why The 5-15 report Curiosity and creativity
The Competent Accountant - Mastering the Role of the Controller/ CFO
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Webinar
4.00 Credits
Member Price: $129
Business Management Organization
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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Webinar
4.00 Credits
Member Price: $129
Business Management Organization
Ethics - A Line in the Sand; Implications for Daily Business
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Webinar
4.00 Credits
Member Price: $129
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
A Practical Guide to Trusts
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Webinar
8.00 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
ACPEN Signature 2025-2026: Business Fraud Update and Managing the Risk of Fraud
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Webinar
8.00 Credits
Member Price: $250
Business Fraud Fraud Risk Management and Fraud Risk Assessments Data Analytics and Digital Analysis Providing Forensic Services Conducting Investigations
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
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Webinar
8.00 Credits
Member Price: $299
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including recently issued SASs Common mistakes as noted in peer reviews and DOL inspections
WORKSHOP: Master CAAS and Empower Your Advisory Services
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Webinar
10.00 Credits
Member Price: $499
The major topics that will be covered in this WORKSHOP include:Day 1: Wed., Sept. 17, 202510:00am ET – 4:00pm ET6 CPEDay 1 of this CAAS online workshop will feature three sessions that will help attendees communicate, scope, market, price, and sell CAAS to prospects and customers. One session will focus on marketing and communications, another will focus on accounting, and the third will focus on CAAS from a finance perspective.Day 2: Thurs., Sept. 18, 202510:00am ET – 3:00pm ET4 CPEDay 2 of this CAAS online workshop will feature two sessions that will help attendees communicate and deliver CAAS to prospects and customers. One session will focus on an accounting perspective and the other session will focus on CAAS from a marketing and communications perspective. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Erase the Mark: Best Practices in Penalty Abatement
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
Sticky Ethical Choices, featuring Bob Mims and Don Minges
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Webinar
1.00 Credits
Member Price: $39
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
The Controllership Series - The Future Role of the Controller Part 2
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Webinar
1.50 Credits
Member Price: $59
Accounting and Finance
Benford's Law and Other Digital Analysis Techniques
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Webinar
1.50 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
A Guide to Sampling - Part 1
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Webinar
2.00 Credits
Member Price: $79
Auditing Yellowbook
Like-Kind Exchanges
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Webinar
2.00 Credits
Member Price: $79
Like-kind exchanges (LKE) Qualified third party intermediaries (QI)
Reasonable Compensation for S Corps
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future