CPE Catalog & Events
Surgent's Audit Quality and Peer Review Update - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
AICPA’s Enhancing Audit Quality initiative Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Surgent's Auditing Accounting Estimates - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Common accounting estimates Accounting guidance related to loss and gain contingencies Audit guidance related to auditing accounting estimates Overview of the requirements of SAS 143
Surgent's Auditing Accounts Payable, Accrued Expenses and Debt - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Accounting basics for accounts payable, accrued expenses and debt Risk associated with accounts payable, accrued expenses and debt Key controls related to accounts payable, accrued expenses and debt Procedures commonly used to audit debt, including compliance with restrictive covenants
Surgent's Auditing Accounts Receivable: An Overview - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
• Risks of material misstatement associated with auditing accounts receivable • Internal controls associated with accounts receivable • Substantive procedures used in auditing accounts receivable • External confirmation audit considerations, including evaluating responses for propriety • Evaluating the valuation of accounts receivable • The AICPA’s new SAS on auditing estimates
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit - Download
Available Until
TBD
8.00 Credits
Member Price: $159
Refining key planning and general auditing considerations to the not-for-profit environment Characteristics of not-for-profit financial statements that require special attention The auditor’s consideration of fraud in auditing a not-for-profit entity Audit procedures to become comfortable with management’s recording and reporting of contributions and promises to give Auditing how a not-for-profit entity gets from natural expenses to functional expenses Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements Considerations related to Yellow Book and single audits
Surgent's Auditing Property, Plant, & Equipment - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Assessing risk Internal control related to property and equipment Audit procedures for property and equipment Construction of assets including capitalizing interest Lease accounting requirements and disclosure of right of use asset Disclosure of property and equipment
Surgent's Auto and Energy-Related Tax Credits (AEC2) On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
The Energy-Efficient Home Improvement Credit Residential Clean Energy Credit The Alternative Fuel Vehicle Refueling Property Credit Comparison of Section 25C and Section 25D credits Changes to the Section 179D deduction Prevailing wage and apprenticeship requirements The new Energy Efficient Home Credit The Clean Vehicle Credit The Previously Owned Clean Vehicle Credit The Qualified Commercial Clean Vehicle Credit Application of written binding contracts Transfers of certain credits to an unrelated transferee Increase in Research Credit against payroll tax for small businesses What special rules apply to auto credits purchased after enactment How a purchaser of an energy-efficient auto claims the credit Transition rule for vehicles purchased before August 16, 2022
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality - Download
Available Until
TBD
4.00 Credits
Member Price: $79
AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $129
AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Coverage of applicable rules from SECURE Act 2.0 The 10% penalty Net unrealized appreciation of employer securities Roth IRA conversions Rollovers and the limitations Direct rollovers vs indirect rollovers, and tax withholding Beneficiary portability rules When a Roth IRA distribution is qualified to be tax-free Excess contributions and the 6% excise tax
Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Commencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7, 11, and 13 bankruptcy cases The bankruptcy discharge Proofs of claim Plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors
Surgent's Bankruptcy Basics: Understanding the Consumer Bankruptcy Process - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Commencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7, 11, and 13 bankruptcy cases The bankruptcy discharge Proofs of claim Bankruptcy trustees Special rights afforded to secured creditors
Surgent's Best Practices in Not-for-Profit Accounting and Reporting - Download
Available Until
TBD
4.00 Credits
Member Price: $79
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
Surgent's Build Professional Relationships to Enhance Your Career-Authentic Networking - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
The psychology of perception Preparation checklist for networking Presenting your best self Perception management Preparing oneself for networking Setting expectations and limits Seamless self-introductions How to introduce others Overcoming anxiety How to start conversations Situational questions The art of conversation flow Listening skills Topics to avoid Graceful exits Body language Navigating large events/conferences One-on-one meetings Cocktail party etiquette Remembering names Strategies for introverts Follow up recommendations How to maintain and sustain relationships long term
Surgent's Building Your Personal Brand - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $69
The relevance of brand vs. reputation Key components of a personal brand Breaking down the who, what, where, when, why, and how of creating a personal brand
Surgent's Business Combinations - U.S. GAAP vs. IFRS - Download
Available Until
TBD
1.00 Credits
Member Price: $29
Determining the acquisition date Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree Acquisition of contingencies Noncontrolling interests Recognizing and measuring goodwill or gain from a bargain purchase Measurement period adjustments
Surgent's Business Development for Accounting and Other Professionals - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Marketing plans and how they provide direction and strategy for business growth Fundamentals of an effective website The growing importance of social media Strategies for obtaining and cultivating referral sources The benefits and challenges of networking organizations Creating a niche in saturated industries Using online publishing to meet your growth objectives
Surgent's Business Development: Referral Rally - Download
Available Until
TBD
1.00 Credits
Member Price: $49
Networking organizations Obtaining referral sources
Surgent's Business Development: Time Management - Download
Available Until
TBD
1.00 Credits
Member Price: $49
Managing interruptions The role of to-do lists Creating an effective time management plan Staying on track of your time management plan Blocking out time
Surgent's Buying and Selling a Business: Critical Tax and Structuring Issues - Download
Available Until
TBD
8.00 Credits
Member Price: $159
An overview of the business evaluation process Negotiation points and goals from buyer and seller standpoints An overview of confidentiality agreements, memorandums of understanding, and asset purchase agreements Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The use of “F reorganizations” in lieu of §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Changes in strategy under the new tax laws Liquidation as an alternative to the sale of a business Planning to avoid double taxation Special problems and opportunities when an S corporation is the buyer or seller Special problems and opportunities when a partnership is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities