CPE Catalog & Events
Surgent's Understanding and Testing General Information Technology Controls - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Defining GITC and application controls Major categories of GITC Understanding GITC Testing GITC
Surgent's Understanding the High-Stakes Mega Issues in A&A Today - Download
Available Until
TBD
4.00 Credits
Member Price: $79
Technology trends impacting the accounting profession Going concern accounting and reporting issues ASC Topic 842, Leases, implementation challenges, and ongoing accounting Engagement quality update
Surgent's Understanding the High-Stakes Mega Issues in A&A Today - On-Demand Webcast
Available Until
TBD
4.00 Credits
Member Price: $129
Accounting and operational impacts of adopting Topic 606 Accounting and operational impacts of adopting ASU No. 2016-02 Impairment of both financial and non-financial assets Accounting for debt restructurings
Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment - Download
Available Until
TBD
4.00 Credits
Member Price: $79
AICPA hot topics and standard setting initiatives Discussion of suite of nine integrated SASs effective for years ended December 31, 2021 Discussion of new standard on audit evidence effective for years ended December 31, 2022 Discussion of new standard on auditing accounting estimates and disclosures effective for years ended December 31, 2023 Discussion of two new standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023 Discussion of standards that are effective beginning in 2025 including those dealing with client acceptance and questions asked of the predecessor auditor, the partner’s responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more
Surgent's Update on the AICPA's Enhancing Audit Quality Initiative - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Status of the AICPA’s Enhancing Engagement Quality initiative Recent Peer Review results Common peer review findings
Surgent's Update on the SECURE 2.0 Act - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Automatic enrollment requirements for 401(k) plans Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62, and 63 Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Improving coverage for part-time workers Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule
Surgent's Using the Work of a Specialist and Internal Audit - On-Demand Webcast
Available Until
TBD
2.00 Credits
Member Price: $89
Coming soon!
Surgent's Weekly Expert Hour (Original Air Date: 1/14/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
The second Economic Impact Payment Brett John Ball v. Commissioner of Internal Revenue Section 965 transition tax Time collection options for employers
Surgent's Weekly Expert Hour (Original Air Date: 1/21/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
ERC rules prior to the CAA changes Taxation of virtual currency (as of 1/21/21) Non-convertible in-game currencies SECURE Act as of 1/21/21
Surgent's Weekly Expert Hour (Original Air Date: 1/28/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
FinCEN Notice 2020-2 (12/31/2020) Revenue Procedure 2020-54 IRS Notice 2021-13 Remote workforce issues Recent changes to federal energy incentive programs – 179D and 45L (as of 1/28/21)
Surgent's Weekly Expert Hour (Original Air Date: 10/14/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Increase for Social Security recipients New 2021 draft tax forms (as of 10/14/21): Form 1040 - Schedule 1, Schedule 2, and Schedule 3 The 4% rule: is this the best approach to sustainable retirement spending Commercial real estate tax strategies: a refresher for tax year 2021
Surgent's Weekly Expert Hour (Original Air Date: 10/21/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Legislative update (as of 10/21/21) TIGTA report #2021-30-042 Tax aspects of selling a home
Surgent's Weekly Expert Hour (Original Air Date: 10/28/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Details of the Build Back Better framework announced by President Biden (as of 10/28/21) The IRS' responses to questions about rehires following bona fide retirement and in-service distributions Employee Retention Tax Credit – 2020 and 2021 legislation Medicare plans, parts, and costs
Surgent's Weekly Expert Hour (Original Air Date: 11/04/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
The IRS' responses to questions about rehires following bona fide retirement and in-service distributions Proposed Build Back Better legislation (as of 11/04/21) Tax aspects of selling a home Changes to IRC Section 41 Research Credit Refund Claims
Surgent's Weekly Expert Hour (Original Air Date: 11/11/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Infrastructure Investment and Jobs Act (as of 11/11/21) Q&As regarding the Employee Retention Credit (ERC) Audit Reconsideration
Surgent's Weekly Expert Hour (Original Air Date: 11/18/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Enactment of the Infrastructure Investment and Jobs Act (IIJA) IRS Notice 2021-63 Revenue Procedure 2021-47 on tax treatment of Homeowner Assistance Fund (HAF) payments News Release 2021-217 Asset allocation Year-end tax planning
Surgent's Weekly Expert Hour (Original Air Date: 12/02/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Year-end tax planning considerations (as of 12/02/21) News Release 2021-217 News Release 2021-215 OSHA's proposed COVID-19 Vaccination and Testing Emergency Temporary Standard
Surgent's Weekly Expert Hour (Original Air Date: 12/09/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
The IRS issues guidance on the retroactive termination of the ERC – Notice 2021-65 The IRS signals when limited liability company member income may be subject to self-employment tax HSAs DOL requires 401(k) and defined contribution plans to give participants lifetime income estimates
Surgent's Weekly Expert Hour (Original Air Date: 12/16/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
Outlook for the economy and markets (as of 12/16/21) OSHA's COVID-19 Vaccination and Testing Emergency Temporary Standard Back Door Roths and Mega Back Door Roths and how the proposed Build Back Better Act would affect them
Surgent's Weekly Expert Hour (Original Air Date: 5/06/21) - On-Demand Webcast
Available Until
TBD
1.00 Credits
Member Price: $49
The American Families Plan Estate of Michael Jackson v. Commissioner PPP loan forgiveness Section 1244 losses