CPE Catalog & Events
The Controller Function - Elevating the Role
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance Auditing Business Development
Asset Misappropriation - Let Me Count the Ways
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Webinar
2.00 Credits
Member Price: $79
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
Common Sense CFO: Decoding and Mitigating Internal and External Risks
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Webinar
2.00 Credits
Member Price: $79
Defining risk as it impacts organizations Understanding external and internal risks Examples of these risks How do we identify and assess? What can be done about the risks? Developing a risk mitigation strategy Monitoring and mitigating risk
Surgent's The Basics of Nonprofit Financial Reporting - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
The basic financial statements that nonprofits prepare Best practices for nonprofit reporting Tailoring the financial statements to fit the nonprofit
Surgent's The Yellow Book Performance and Reporting Requirements for Attestation Engagements - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
How Yellow Book attestation engagements differ from engagements performed solely under the AICPA requirements The Yellow Book performance and reporting requirements related to attestation engagements and reviews of financial statements
Surgent's The Yellow Book Performance and Reporting Requirements for a Financial Audit - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
How Yellow Book financial audits differ from GAAS audits and single audits The Yellow Book performance and reporting requirements related to internal control and compliance The requirements for reporting Yellow Book audit findings
Surgent's Weekly Expert Hour (Original Air Date: 09/17/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
IRS Notice 2020-66 IRS Notice 2020-71 BBA centralized partnership audit regime Where to live in retirement Reasons 2020 is the year for Roth conversions
Surgent's Weekly Expert Hour (Original Air Date: 1/06/22) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
The status of the Build Back Better Act as of 1/6/22 IRS Letters 6419 and 6475 Update on disaster relief as of 1/6/22 Individual health insurance in 2022
Surgent's Weekly Expert Hour (Original Air Date: 1/07/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Highlights of new end-of-2020 tax legislation Donor-advised funds Key themes for the economy and markets in 2021 Retirement income planning
Surgent's Weekly Expert Hour (Original Air Date: 1/13/22) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Child Tax Credit Form 7203, "S Corporation Shareholder Stock and Debt Basis Limitations" Carried interests IRS News Release 2021-217 – How to be prepared for filing 2021 returns in 2022 IRS Notice 2022-1 – IRS guidance regarding reporting of discharged student debt
Surgent's Weekly Expert Hour (Original Air Date: 1/20/22) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
The Employee Retention Tax Credit overview and update (as of 1/20/22) What accountants want to know about the American economy looking forward to 2022 The No Surprises Act
Surgent's Weekly Expert Hour (Original Air Date: 1/27/22) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Letter 6419 Form 1099-K reporting by third party settlement organizations Preparing for filing season
Surgent's Weekly Expert Hour (Original Air Date: 10/01/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
PPP loan forgiveness update (as of 10/01/20) Identity Protection PIN (IP PIN) Late filing penalties and small partnership relief (as of 10/01/20) FFCRA DOL FAQs 91 through 103
Surgent's Weekly Expert Hour (Original Air Date: 10/07/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Update on tax legislation (as of 10/7/21) Medicare reimbursements and balance billing When does it make economic sense to claim Social Security?
Surgent's Weekly Expert Hour (Original Air Date: 10/08/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
TIGTA Audit Report No. 2020-30-056 Regulations under Section 274 relating to deducting meal and entertainment expenses (October 2020) PPP loan forgiveness (as of 10/08/20)
Surgent's Weekly Expert Hour (Original Air Date: 10/15/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
SBA Form 3508S Closing a sole proprietorship with one or more employees Applying for Social Security benefits: common "odd" cases Professional employer organizations (PEOs)
Surgent's Weekly Expert Hour (Original Air Date: 10/22/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Excepted benefit HRAs – Revenue Procedure 2020-43 T.D. 9923: final regulations concerning ABLE accounts New DOL proposed rule ( September 2020) on classifying workers as employees or independent contractors Like-kind exchange rules post TCJA
Surgent's Weekly Expert Hour (Original Air Date: 10/29/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Taxpayer Advocate Service (TAS) COVID-19 Business Tax Relief Tool 2021 retirement plan limits State tax issues: out-of-state commuters, nexus, convenience rules, telecommuting American economic policies in practice over the years
Surgent's Weekly Expert Hour (Original Air Date: 11/05/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Changes to the Main Street Lending Program PPP Loan Necessity Questionnaires RMD rules for those continuing to work beyond age 72 Health insurance and Medicare: new challenges for 2021
Surgent's Weekly Expert Hour (Original Air Date: 11/12/20) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Treasury Decision 9930 and its effect on required minimum distributions Rev. Proc. 2020-50 guidance Data security Data retention: which documents should you keep and for how long?