CPE Catalog & Events
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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Webinar
2.00 Credits
Member Price: $79
The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception
New Quality Management Standards: A Practical Approach to Risk Assessment and Response
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Webinar
2.00 Credits
Member Price: $125
Quality management Peer review Audits Risk assessment
New Quality Management Standards: Resources - Expectations for Firms and Engagement Partners
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Webinar
1.00 Credits
Member Price: $75
Quality management Peer review Audits Risk assessment
New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes
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Webinar
1.00 Credits
Member Price: $75
Quality management Peer review Audits Remediation Monitoring
2025 Summer Tax Rewind
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Webinar
2.00 Credits
Member Price: $125
Proposed tax law changes and fundamental tax reform discussions Tax practice and procedures, best practices and reminders Recent changes to IRS regulations and other guidance
2025 Summer Tax Rewind
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Webinar
2.00 Credits
Member Price: $125
Proposed tax law changes and fundamental tax reform discussions Tax practice and procedures, best practices and reminders Recent changes to IRS regulations and other guidance
New Quality Management Standards: Bringing It All Together - Exploring All Components of a Quality Management System
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Webinar
1.00 Credits
Member Price: $75
Quality management Peer review Audits
Are You Ready for Your Peer Review?
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Webinar
3.00 Credits
Member Price: $175
Peer review process and timeline Quality control standards overview Enhancing Audit Quality initiatives Common issues identified in peer review and how to prevent them Best practices to prepare for your firm's peer review Peer review resources and tools
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)