WICPA CPE & Special Event Catalog
Surgent's Surging Auditors: Internal Out of Control
Available Until
Online
1.00 Credits
Member Price: $49
In this hands-on game, participants are helping to prepare an internal control testing plan for Home D?cor & More (HDM). They must assess controls related to HDM's inventory cycle to determine which financial statement assertions each control satisfies, the quality of the control's design and whether there is adequate segregation of duties. Then, they will complete the HDM control testing plan, including the level of reliance to place on each control and the test of control methods. Each participant wants to be spot-on with the evaluation before submitting the information to a manager for feedback. Note: This is a downloadable self-study course.
Surgent's Surging Auditors: Professional Skeptic
Available Until
Online
1.00 Credits
Member Price: $49
Participants play the role of an auditor collecting information, making inquiries and documenting findings around the audit of Home D?cor and More. They develop professional skepticism skills as they analyze data obtained from an interview with Courtney the Controller, comparing, confirming and corroborating it against information provided by the CFO. Some things aren't matching up and the player uses Courtney's responses and their own questioning mind to consider the next step. They need to be alert to conditions that may indicate possible misstatement due to fraud or error and a critical assessment of the audit evidence to develop a sense of when things just don't look right. Note: This is a downloadable self-study course.
Surgent's Surging Auditors: Revenue Rush
Available Until
Online
1.00 Credits
Member Price: $49
Stepping into the shoes of an outside technical consultant, each participant must perform an ASC 606 assessment for Quality Tiles, Inc. (QTI), a company recently acquired by Home D?cor and More, Inc. (HDM). HDM management needs to ensure the company is in compliance with GAAP related to revenue recognition before the next board meeting. Participants will meet with GTI's controller and must strategically ask the right questions. Based on the information received, they will apply guidance in ASC 606, which can be complex, to a series of revenue recognition considerations to determine if revenue is being recognized appropriately. Note: This is a downloadable self-study course.
Surgent's Surging Auditors: Searching for Unrecorded Liabilities
Available Until
Online
1.00 Credits
Member Price: $49
The manager for Home D?cor and More (HDM) requests that participants conduct a search for unrecorded liabilities. The company experienced recent turnover in the accounts payable department so there is extra concern that all liabilities have been captured as of year-end. Participants will use their expertise to make resource requests from the HDM accounting team. Once they receive the supporting documentation, they will trace transactions to the detail to identify whether each selection is properly recorded as of year-end. The manager will share feedback on the results of the search!Note: This is a downloadable self-study course.
Surgent's Surging Auditors: Wally’s Warehouse
Available Until
Online
1.00 Credits
Member Price: $49
During this interactive game, participants take the role of an auditor performing a physical inventory observation at a client's warehouse. Participants will have the opportunity to use their powers of observation and exercise professional skepticism in identifying areas of risk that might need follow-up, interviewing Wally the client and performing inventory test counts. After performing the test counts, participants will evaluate the results. Note: This is a downloadable self-study course.
Surgent's System & Organization Controls (SOC) Engagements
Available Until
Online
2.00 Credits
Member Price: $89
In today's interconnected world, safeguarding information systems is crucial. This course will provide a comprehensive understanding of SOC engagements, exploring the types of reports (SOC 1®, SOC 2® and SOC 3®) and the related management assertions. The use of the reports for internal controls over financial reporting (ICFR) and operations and compliance will be analyzed. This course equips accounting professionals with the knowledge to effectively lead in compliance reporting. Note: This is an on-demand webcast self-study course.
Surgent's Taking Advantage of Array Formulas in Excel
Available Until
Online
2.00 Credits
Member Price: $109
This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They enable users to write fewer, more powerful formulas, leading to cleaner and more efficient spreadsheets. This course is tailored to enhance your data analysis and spreadsheet management skills by delving into the advanced aspects of array functions. Through a combination of theoretical knowledge and practical exercises, you will learn to streamline your work and improve efficiency in Excel.Note: This is an on-demand webcast self-study course.
Surgent's Taking Advantage of Installment Sales
Available Until
Online
2.00 Credits
Member Price: $49
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of sale known as an "installment sale." Knowing how and when to utilize this provision makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals that could impact the future of this provision.Note: This is a downloadable self-study course.
Surgent's Taking Advantage of Installment Sales
Available Until
Online
2.00 Credits
Member Price: $89
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of sale known as an "installment sale." Knowing how and when to utilize this provision makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals that could impact the future of this provision.Note: This is an on-demand webcast self-study course.
Surgent's Taking Advantage of Installment Sales & Like-Kind Exchanges
Available Until
Online
4.00 Credits
Member Price: $79
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of sale: installment sales and like-kind exchanges. Knowing how and when to utilize these provisions makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals which could impact the future of these two provisions. Please Note: due to overlap with the INS2 and LKE2 courses, customers should not take ISL4 if one or both of these other courses has already been taken.Note: This is a downloadable self-study course.
Surgent's Taking Advantage of Installment Sales & Like-Kind Exchanges
Available Until
Online
4.00 Credits
Member Price: $129
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of sale: installment sales and like-kind exchanges. Knowing how and when to utilize these provisions makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals which could impact the future of these two provisions. Please Note: due to overlap with the INS2 and LKE2 courses, customers should not take ISL4 if one or both of these other courses has already been taken.Note: This is an on-demand webcast self-study course.
Surgent's Taking Advantage of Like-Kind Exchanges
Available Until
Online
2.00 Credits
Member Price: $49
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of sale known as a "like-kind exchange." Knowing how and when to utilize this provision makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals that could impact the future of this provision.Note: This is a downloadable self-study course.
Surgent's Taking Advantage of Like-Kind Exchanges
Available Until
Online
2.00 Credits
Member Price: $89
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of sale known as a "like-kind exchange." Knowing how and when to utilize this provision makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals that could impact the future of this provision. Please Note: due to overlap with the ISL4 course, customers should not take both.Note: This is an on-demand webcast self-study course.
Surgent's Tax & Advisory with Agentic AI
Available Until
Online
2.00 Credits
Member Price: $109
This course examines how agentic AI is revolutionizing tax compliance, planning and advisory services. Participants will explore real-world deployments by leading firms such as EY, which has developed agents that handle millions of global tax transactions. The course also delves into cross-border compliance issues, transfer pricing automation and emerging advisory models powered by agent-led simulations. Risks related to bias, unauthorized practice and data privacy will be addressed, with guidance on aligning autonomous operations with professional and regulatory standards. CPAs must understand these advancements to ensure tax compliance, manage client expectations and mitigate professional liability risks when providing agent-assisted advisory services.Note: This is an on-demand webcast self-study course.
Surgent's Tax Aspects of Home Offices & Vacation Homes
Available Until
Online
2.00 Credits
Member Price: $49
The purpose of this course is to provide a practical and in-depth analysis of the significant tax planning advantages and strategies related to owning a principal residence for use as a home office and/or vacation home for upper-income taxpayers.Note: This is a downloadable self-study course.
Surgent's Taxation of Partnership Distributions & Sales of Partnership Interests
Available Until
Online
4.00 Credits
Member Price: $129
This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests - topics that tax practitioners are often asked about by clients. Tax practitioners are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences of these transactions. Additionally, tax practitioners will be deeply involved in decisions regarding the sale and purchase of a partnership interest. These topics are thoroughly covered in this program. The presenters also discuss several types of partnership distributions and the tax rules relating to them, as well as analyze the tax rules relating to the sale of a partnership interest. Tax practitioners will be given an in-depth analysis of these complex topics, so that they can effectively answer their clients' questions.Note: This is an on-demand webcast self-study course.
Surgent's Taxation of the Mobile Workforce
Available Until
Online
2.00 Credits
Member Price: $49
Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area and examine statutes that are still developing. Using real-life examples and discussion, we will examine state laws on reciprocity and residency requirements. We will also look at what to do when state laws are silent or conflict on a particular issue so you can keep your clients in compliance and be well-prepared for the questions that will come your way in these ever-changing times.Note: This is a downloadable self-study course.
Surgent's Taxation of the Mobile Workforce
Available Until
Online
2.00 Credits
Member Price: $89
Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area and examine statutes that are still developing. Using real-life examples and discussion, we will examine state laws on reciprocity and residency requirements. We will also look at what to do when state laws are silent or conflict on a particular issue so you can keep your clients in compliance and be well-prepared for the questions that will come your way in these ever-changing times.Note: This is an on-demand webcast self-study course.
Surgent's Taxation of Tips & Overtime Under OBBBA
Available Until
Online
2.00 Credits
Member Price: $109
Arguably the most discussed topics to come out of the One Big Beautiful Bill Act (OBBBA) are the taxation of tips and overtime. Practitioners need to understand these provisions now, as they are effective for 2025 tax returns. This program provides practitioners with the background currently available to advise clients regarding these two important tax developments. Both employers and employees need to understand these timely changes to taxation.Note: This is an on-demand webcast self-study course.
Surgent's Tax Forms Boot Camp: LLCs, Partnerships & S Corporations
Available Until
Online
8.00 Credits
Member Price: $159
The course provides a comprehensive, hands-on, pencil-pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns, 1120-S and 1065, as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts are illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.Note: This is a downloadable self-study course.
