CPE Catalog & Events
Tax Implications of Name, Image and Likeness (NIL) for NCAA Student Athletes
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Live Virtual Seminar
1.00 Credits
Member Price: $59
Federal income tax treatment of NIL and revenue-sharing payments. Income reporting requirements and deductible business expenses. Estimated tax obligations and tax-planning considerations. Entity structure considerations for NIL activities. State and local tax reporting, multistate income sourcing and "jock tax" considerations. Tax and reporting issues affecting international student-athletes.
Iowa Department of Revenue Update
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Live Virtual Seminar
2.50 Credits
Member Price: $49
Economic updates General department updates 2026 legislative updates Tax year 2026 income tax updates Common tax filing issues Updates on GovConnectIowa
Google Gemini Deep Dive Hands-on Bootcamp for CPAs
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Live Virtual Seminar
2.00 Credits
Member Price: $79
Getting started with Gemini Tour of the Gemini app and how to use it Variety of hands-on case study examples for accounting, finance and tax Protecting your data privacy in Google Gemini Advanced Gemini features review Integration with Google apps Subscription plan options
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
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Live Virtual Seminar
2.00 Credits
Member Price: $79
Program Content Getting started with Microsoft Copilot Tour of the Copilot app and how to use it Variety of hands-on case study examples for accounting, finance and tax Protecting your data privacy in Microsoft Copilot Advanced Microsoft Copilot features review Integration with Microsoft 365 apps
Winter Federal Tax Summit with Ron Roberson
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Live Virtual Seminar
16.00 Credits
Member Price: $505
Latest modifications from Congress affecting individual taxpayers Relevant IRS Notices, announcements, rulings and court cases Changes affecting expiring federal tax provisions Income and deduction issues IRAs, retirement distributions and penalties Passive activities and other unusual items Common Form 1040 issues Latest C corporation, S corporation and LLC tax changes Latest tax law changes affecting business clients Differences among business entity types Characteristics, advantages and disadvantages of LLCs Characteristics and tax implications of S corporations Latest modifications from Congress Relevant IRS Notices, announcements, rulings and court cases affecting corporations, S corporations and entities taxed as partnerships Common compliance issues encountered and practical, hands-on tools for the upcoming tax season
Forms 7217 and 7203
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Live Virtual Seminar
2.00 Credits
Member Price: $120
Tax treatment of partnership distributions to partners of cash and property other than cash Basis of property received in a partnership distribution Executive Order 14219 withdrawing the IRS's new regulations regarding basis shifting Organization and structure of the new Form 7217 Who must file Form 7203 Determining the S corporation shareholder's initial basis in his or her stock Basis limitations on partnership losses and deductions Organization and structure of Form 7203 — understanding the three parts of Form 7203 Filing criteria for Form 7203 Calculating an S corporation shareholder's share of S corporation deductions and credits Understanding stock and debt basis
Don Farmer’s All Bets Are Off: Navigating Gambling Tax Rules
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Live Virtual Seminar
2.00 Credits
Member Price: $120
Form W-2G issuance requirements and thresholds by activity type Federal withholding obligations and backup withholding procedures Reporting for foreign persons, share winnings, and noncash prizes Individual income tax return reporting of gambling income and losses 2026 changes to wagering loss deduction limitations under the HR-1 bill Compliance strategies and penalty avoidance Recordkeeping and documentation requirements
This Year's Best Income Tax, Estate Tax and Financial Planning Ideas
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Live Virtual Seminar
8.00 Credits
Member Price: $325
Timely coverage of breaking tax legislation Comprehensive coverage of key provisions enacted under The One Big Beautiful Bill Act (OBBBA) The SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals Changes to the lifetime estate tax exemption in light of proposed regulations Considerations when selling a principal residence Tax benefits of HSAs An overview of the mechanics and practical considerations of Donor Advised Funds Virtual currency and digital assets - understand the new Form 1099-DA for reporting digital assets The best new income tax and estate-planning ideas The changing Social Security landscape: long-term solvency issues and what it means for retirement planning Creative charitable giving strategies Financial planning strategies Maximizing retirement plan benefits Using intentionally defective grantor trusts Miscellaneous tax-planning techniques that can add up to significant tax savings How to use the whole family for tax savings Life insurance Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
Social Security and Medicare
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Live Virtual Seminar
8.00 Credits
Member Price: $310
Virtual Currency: Keeping Up with the Tax Code
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Live Virtual Seminar
2.00 Credits
Member Price: $120
Overview of virtual currency Property transactions with virtual currency Receiving virtual currency as payment Paying using virtual currency Charitable donations with virtual currency Gifting of virtual currency Form 8300 reporting
Winter Excel Conference
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Live Virtual Conference
8.00 Credits
Member Price: $305
Excel blocking and tackling – often overlooked tools Advanced Excel functions and latest features Power Query and other data manipulation tools PivotTables – Excel's best feature is now even better Modern dynamic arrays and formula techniques Workflow optimization strategies for financial professionals
Accounting Data Analytics
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Live Virtual Seminar
2.00 Credits
Member Price: $110
Accounting Data Analytics
AI for Accountants - Practical Applications
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Live Virtual Seminar
2.00 Credits
Member Price: $110
AI in Accounting and Auditing
The Mindful-CPA
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Live Virtual Seminar
2.00 Credits
Member Price: $110
Mindfulness; Science of Neurology; Mindfulness Practice; Stress Management
Current Issues in Accounting and Auditing: An Annual Update
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3) Other important A&A practice matters
Financial Statement Disclosures: A Guide for Small-&-Medium-Sized Businesses
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Financial statement disclosures for small and medium-sized businesses Balance sheet, income statement, and statement of cash flows presentation and disclosure issues Disclosure examples from all-sized entities that you can use to base your disclosures on Developing disclosure issues, including disclosures related to the adoption of ASC 606 and ASC 842
Surgent's S Corporation, Partnership, and LLC Tax Update
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus Depreciation made permanent Increased §179 deduction Changes to §174 R&E Expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion Excess Business Loss Limitation Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability Guidance on the impact of recent legislation on S corporations and partnership entities A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships
IRS Tax Examinations and Hot Issues
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Criteria that the IRS uses to select returns for examination Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations, and tax-related identity theft Understanding worker classification determinations on who is an employee and who is an independent contractor Distinguishing S corporation officer's reasonable compensation issues How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty Tax-related identity theft procedures
Maximizing Your Social Security Benefits
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Comprehensive coverage of the One Big Beautiful Bill Act Retirement benefits: What the amount of benefits is in various circumstances Spousal benefits: Should a spouse return to work? What benefits does a spouse have, and when and how do they relate to benefits decisions by the client? Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70 Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
Annual FASB Update and Review
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Private company standard-setting activities Recent FASB Accounting Standards Updates (ASUs), including those addressing financial instruments, credit losses under ASC 326, government grants, and business combinations Non-GAAP financial measures ASC 842, Leases ASC 842 final PIR report findings