CPE Catalog & Events
How Fraud Can Affect Smaller Organizations 26-27
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Webinar
4.00 Credits
Member Price: $175
The reasons for fraud Fraudulent acts that are initiated against smaller organizations Methods to stop fraud attempts against small businesses
Tax Issues for Real Estate and Homebuilding 26-27
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Webinar
4.00 Credits
Member Price: $175
Discussion of appropriate entity selection and small taxpayer status Walkthrough of costing methods and compliance issues under IRC 263A Analysis of IRC 461 related to economic performance Illustrative examples and analysis Sample computations for homebuilder unit costing Recent IRC 263A challenges by the IRS Update of related cases and issues'including recent tax reform
Maximizing Fringe Benefits: Strategies for Business and Personal Needs Now and Beyond
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Webinar
8.00 Credits
Member Price: $280
Core elements of fringe benefit planning and client needs, IRC Schedule 132 fringe benefit options and tax implications, Cash compensation: timing of income and deductions, Cafeteria plans, FSAs, and dependent care/education assistance plans, Group term life insurance and medical savings account considerations, Retiree medical benefit strategies and cost-effective health care options (insured vs. HMO), ERISA reporting, disclosure, and compliance essentials, Overview of IRC common control, age, and sex discrimination rules
BUNDLE: CFO Series - December 2026
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Webinar
3.00 Credits
Member Price: $249
The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: CFO Series: Accounting in the Age of AI: What to KnowCPE: 2Field of Study: AccountingDiscussion Leader: Tracy Cooper, CPA, CFEDate: Friday, December 4, 11:00 amDescription: Artificial intelligence is showing up everywhere, from "autonomous" general ledgers to AI-powered fraud detection and tax research agents. But for many leaders, these tools are either misunderstood or overhyped. Staff are concerned about being replaced. Managers are concerned about the use of AI causing chaos. This seminar gives CFOs, controllers, and tax professionals a grounded look at how AI is impacting real-world accounting departments. We'll explore how these tools work, what they can (and can't) do, and what finance leaders should be doing now to prepare their teams and processes for the changes that will happen. Week 2: CFO Series: Do Creative Accountants Belong in Prison?CPE: 2Field of Study: Regulatory EthicsDiscussion Leader: Don Minges, MBADate: Friday, December 11, 11:00 amDescription: Creativity is one of the top ten most desirable traits, but should everyone, including accountants, be creative? Are there exceptions? What are the positives and the negatives of creativity? Creativity can be used for good, but creativity can also lead to seriously unethical behaviors. There is a strong relationship between creativity and dishonesty. We will review the negative consequences of creativity and discuss how to properly utilize resourcefulness and imagination. The title is not rhetorical - creativity can easily be great or disreputable. Learn how to make it work for you and be ethical. Week 3: CFO Series: Living in the World of AI- How AI Changed EthicsCPE: 2Field of Study: Behavioral Ethics Discussion Leader: Tracy Cooper, CPA, CFEDate: Friday, December 18, 11:00 amDescription: Quietly, AI has already transformed how we work. These tools offer real opportunity, but they also raise fundamental questions. Is using AI ethical? Is it right? Is not using AI ethical? What happens when employees resist AI? How do we maintain trust and transparency in tools we don't fully understand? And how do we train and deploy AI ethically, without slowing innovation to a crawl? This seminar explores the ethical and organizational challenges of living (and working) in an AI world, with a focus on empowerment, clarity, and responsible implementation. We'll discuss how to deploy and train AI responsibly, avoid bias, and monitor for hallucinations. We'll also look at how to engage teams in the process and help people understand the proper use of AI. The goal is to make better use of these powerful tools, in a sustainable and ethical way. Week 4: CFO Series: AI is Not the Enemy: Getting the Most from AICPE: 2Field of Study: Accounting and Information TechnologyDiscussion Leader: Robert Berry MBA, CPA, CIA, CISADate: Monday, December 21, 11:00 amDescription: Are you and your organization using AI effectively today? AI isn't coming, it's already here. As a leader, you don't need to be an engineer, but you must be in control. Conscientious professionals must get a clear handle on AI: what it does well, where it goes wrong, and how to keep it from becoming a liability. We'll discuss the real risks behind the buzzwords, from deepfakes and fraud, to flawed decision tools and hidden bias. We'll also break down what smart oversight looks like and how AI can expose gaps in your internal controls. Most importantly, this isn't a doom-and-gloom session. It's about showing you how to lead confidently in a world where AI plays a growing role in financial decision making, whether you're already deploying AI or not. Those who embrace AI are ready for tomorrow, do not be left behind.
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
ChatGPT Vision for Financial Analysis
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.
The Ethic of Recruitment and Selection
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success
2026 Business Tax Credits
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Webinar
1.00 Credits
Member Price: $55
Research & Development Tax Credit Work Opportunity Tax Credit COVID-19 Tax Credits Opportunity Zones GO-Biz Incentives Employment Training Panel
Volume to Value: A New Era of Precision Hiring in Accounting
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The shift from volume to precision hiringWhy firms are moving to targeted, competency-based hiringTalent market impacts and competitive hiring realitiesAI in recruiting: practical use cases and implicationsWhere AI tools commonly support hiring workflowsBenefits and limitations of AI-enabled screening and assessmentThe skills mismatch in accounting hiringWhy critical thinking and professional communication gaps persistWhy traditional hiring methods miss these competenciesThe new competency hierarchy for high performersDefining and prioritizing the competencies that drive resultsAI ethics awareness and professional judgment in an AI-enabled workplaceAssessment methods for precision hiringStructured behavioral interviewing and scoring rubricsWork simulations, case presentations, and client scenariosUsing AI-enabled assessments responsibly and consistentlyMetrics and ROI: evaluating successQuality-of-hire measures (performance, ramp time, manager satisfaction)Retention and turnover measuresEfficiency measures (time-to-fill, cost-to-fill) and how to balance themImplementation roadmapA phased approach to adopting precision hiring (foundation → expansion → optimization)– Building governance, documentation, and consistency for scalability
K2's Ten “Must-Know” Features In Excel 26-27
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Webinar
2.00 Credits
Member Price: $99
Best practices for working with large volumes of data How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating "audit trails" in Excel Define "dynamic arrays" and list examples of their benefits
Making Effective Decisions When You Can't Get What You Want
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Decision-making fundamentalsCost-volume-profit refresherOptimization analysisConstraint mitigation strategiesCoping with incomplete informationSolver and other Excel capabilitiesQualitative considerations
Surgent's Handling Difficult People
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Webinar
2.00 Credits
Member Price: $99
Be familiar with the nature and sources of difficult behaviors in the workplace, as well as strategies for addressing them Understand a proven formula for handling difficult people Utilize a problem-solving model to brainstorm strategies for working effectively with challenging individuals Implement a step-by-step process to resolve conflicts between yourself and others within your organization Apply the hostility curve as a tool to maintain control in situations involving angry or upset individuals Implement new strategies for managing your emotions in difficult interactions Understand the impact of attitude on interactions with others Create a personalized action plan for applying course strategies in your workplace
Surgent's What Tax Practitioners Need to Know About Medicare
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Webinar
2.00 Credits
Member Price: $99
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
Fundamentals of Form 1040 -- Individual
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Form 1040 essentials: filing requirements, due dates, and key schedulesFiling status, dependency rules, and taxable income sources (wages, investment income)Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits)Preparer due diligence, Circular 230 compliance and taxpayer rightsIRS cybersecurity considerations and best practices for taxpayer data securityLegislative updates
Tax Update: "One Big Beautiful Bill"
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extensionIncome & Adjustments: Tip income exclusion, overtime relief, educator expensesEducation Incentives: Student loan discharge, 529 plan expansion, new “TRUMP Accounts”Business Taxation: Bonus depreciation, 199A expansion, interest deduction limitsEstate & Gift Tax: Increased exemption threshold, charitable deduction changesCompliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes
Comprehensive Accounting and Financial Reporting Update
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
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Webinar
0.00 Credits
Member Price: $55
The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.
Smarter Tax Services with Artificial Intelligence (AI) Tools
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI technology and how it worksIdentify where AI can be incorporated into tax research, planning, and compliance servicesDiscover new opportunities to enhance your client advisory tax services with AI toolsReview the market of emerging and AI enhanced tax software toolsLearn about the newest generation of AI enable 1040 source document collection and organizer applicationsReview specific use cases for generative AI tools (e.g. ChatGPT, Microsoft Copilot) in your tax services
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
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Webinar
2.00 Credits
Member Price: $99
What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options
Surgent's Hiring and Firing of Employees - What You Can and Cannot Do
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Webinar
2.00 Credits
Member Price: $99
Employment at will — what this means in a practical sense Implied employment contracts What a prospective employer can ask about, and test for, during employment interviews Federal anti-discrimination rules applicable to hiring and firing How to discipline or fire an employee and not get sued FMLA/ADA/PWFA — Pregnant Worker’s Fairness Act Constructive discharge — what is it and how it affects your business?