CPE Catalog & Member Events
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Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27
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Webinar
2.00 Credits
Member Price: $99
• Review of sample returns with illustrations of most forms of gifts• How to meet the adequate disclosure requirements• Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse• Electing in or out of GST allocations with indirect skips
Strategic CFO – Strategic Financial Communications
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Webinar
2.00 Credits
Member Price: $89
Financial literacy versus math literacy Common financial terms that confuse non-accountants Simplifying financial language without "dumbing it down" Building narratives and stories around financial data Using visuals and graphics effectively Communicating strategy, risk, and performance together
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes
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Webinar
2.00 Credits
Member Price: $99
Major 2026 tax form changes as they relate to individual taxpayers How 2026 tax developments impact 2026 tax forms
Surgent's Critical Issues Involving Taxation of Construction Contractors
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Webinar
4.00 Credits
Member Price: $159
The impact of recent legislation on the construction industry (including the OBBBA) How to qualify for the small contractor exemption and its advantages for the taxpayer Options available to small contractors regarding taxation of long-term contracts How the choice of entity impacts taxation of contractors How AMT impacts the construction industry IRC §460 and large contractors How uninstalled materials impact taxation of contractors Look-back rules Using the 10 percent method to allow certain contractors to defer recognizing taxable income Critical tax planning strategies for contractors
A Working Parent's Guide to Prioritizing Mental Wellness
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively.Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health.Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
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Webinar
4.00 Credits
Member Price: $159
The Inflation Reduction Act of 2022 Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new §461(l)), American Rescue Plan Act, and Inflation Reduction Act
The One Big Beautiful Bill: 2025 tax legislation
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill Individual General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
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Webinar
1.00 Credits
Member Price: $39
Remote Hiring Best Practices Personality Assessments in Hiring Effective Integration of Personality Assessments Minimizing Bias and Ensuring Cultural Fit
Internal Controls Over Compliance vs Compliance
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Testing internal ControlsAlign internal controls with specific compliance requirementsThe misidentification of controls and the confusion between compliance and control processes
HR Investigations – Episode 1 – Introduction-Assessing-Planning
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Webinar
1.00 Credits
Member Price: $39
Investigation terminology Assessment skills Investigative methodology
Revenue Recognition - Recognize Revenue
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Webinar
1.00 Credits
Member Price: $39
Revenue Recognition Accounting
Performance Auditing Made Easy
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Webinar
1.50 Credits
Member Price: $79
Performance audit standards Performance audit types Performance audit objectives
IFRS SMES vs IFRS
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Webinar
2.00 Credits
Member Price: $89
Overview of IFRS for SMEs General pervasive similar concepts Differences with financial instruments Differences with business combinations Differences in investments in other entities Differences in intangible assets Differences in income taxes Differences in employee benefits Differences in revenue and expenses
ChatGPT and IRS Taxation Law Research
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting
Surgent's Adapting to OBBBA Changes: A Strategic Review
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Webinar
2.00 Credits
Member Price: $119
Business losses The SALT cap Implementing Section 1202 changes Form 1099 reporting changes Business meals Health care–related issues Family and medical leave Other crucial OBBBA provisions
Surgent's Artificial Intelligence for Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $99
What artificial intelligence is and how it differs from automation Current AI technologies: generative AI, large language models (LLMs), and machine learning How AI enhances accounting financial analysis, auditing, tax compliance, and client advisory services Risks and limitations of AI: bias, data integrity, and over-reliance on automation Data governance, security, and privacy in AI-enabled systems Case studies of how accounting firms and finance teams are implementing AI today Future skills for accounting and finance professionals in an AI-driven environment
Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals
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Webinar
2.00 Credits
Member Price: $119
Agentic simulation using prompt design and structured interaction Flipped agent/user roles in ChatGPT (autonomy emulation) Use case walkthroughs: audit Q&A bot, tax helper, financial planning agent Risk scenarios: hallucinations, scope creep, prompt hacking Governance, professional skepticism, and documentation best practices
What's Going on at the GASB (2026/27)
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Webinar
2.00 Credits
Member Price: $89
GASB Statement No. 103 (financial reporting model improvements) GASB Statement No. 104 (capital asset disclosure enhancements) GASB Statement No. 105 (subsequent events) Recent GASB pronouncements and updates Active GASB exposure drafts and ongoing projects
Where to Hide Fraud Inventory – Expenses – Payroll
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Webinar
2.00 Credits
Member Price: $89
Fraud Concealment Inventory Fraud Expense Fraud Payroll Fraud Internal Controls Risk Assessment Audit Testing
Fiduciary Accounting for Estates and Trusts
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Webinar
4.00 Credits
Member Price: $149
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues