WICPA CPE & Special Event Catalog
Surgent's Internal Controls & COSO in a Post-COVID Landscape
Available Until
Online
4.00 Credits
Member Price: $79
Companies that fall victim to fraud schemes need to reassess internal controls in order to prevent future fraudulent activity. In this course, we will review the 18 most prevalent internal controls present as well as designed and operating effectively according to the Association of Certified Fraud Examiners' Occupational Fraud 2022: A Report to the Nations. Then we will tie these controls to the 17 internal control principles offered by the Committee of Sponsoring Organizations of the Treadway Commission (COSO), the framework used by virtually all entities and auditors to assess the design and operational effectiveness of internal controls. Lastly, we will consider the impact of the 2020 pandemic on the internal control environment in the post-COVID pandemic era.Note: This is a downloadable self-study course.
Surgent's International Tax Challenges & Opportunities for U.S. Filers
Available Until
Online
3.00 Credits
Member Price: $54
Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented to U.S. expats or investors living or investing abroad. It examines how foreign-source income is taxed in the U.S. and how the tax consequences could be mitigated by applying the tax treaties, claiming credit for foreign taxes paid, or excluding foreign-earned income. Additionally, the course discusses the numerous foreign informational form reporting requirements and the significant penalties that could be imposed by the IRS. Examples from real-life client scenarios are included.Note: This is an on-demand webcast self-study course.
Surgent's Introduction to AI in Accounting
Available Until
Online
2.00 Credits
Member Price: $109
This course introduces the foundational concepts of artificial intelligence (AI) and AI's relevance to accounting. Participants will explore various AI applications and understand the benefits, challenges and future trends associated with AI integration in accounting. Case studies of successful AI implementation in accounting firms are included to enhance learning.Note: This is an on-demand webcast self-study course.
Surgent's Introduction to Forensic Accounting
Available Until
Online
4.00 Credits
Member Price: $129
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business; however, technology also provides greater opportunities for those willing to commit fraud. Forensic accountants rely on their skills in accounting, coupled with their investigative skills, to explain to clients, courts and jurors how fraudulent schemes occur and the effect caused by fraud. Forensic accountants also provide expert opinions in calculating damages in litigation and administering bankruptcy estates, as well as a host of other services.Note: This is an on-demand webcast self-study course.
Surgent's Introduction to Single Audit
Available Until
Online
2.00 Credits
Member Price: $89
Learn the essentials of single audits in clear, manageable steps. This course introduces key requirements under the Uniform Guidance for Federal Awards and helps you build the confidence to perform single audits efficiently and effectively.Note: This is an on-demand webcast self-study course.
Surgent's Introduction to the Audit Process & Risk Assessment
Available Until
Online
2.00 Credits
Member Price: $89
Financial statement auditors are engaged to provide reasonable assurance that financial statements are not materially misstated, whether due to fraud or error. Professional standards require auditors to obtain sufficient and appropriate evidence to support that opinion. It is critical for effective and efficient auditors to have a clear understanding of all the important elements and concepts related to a financial statement audit. (Please Note: This module is part of Surgent's Audit Skills Training: Level I.)Note: This is an on-demand webcast self-study course.
Surgent's Introduction to Yellow Book
Available Until
Online
2.00 Credits
Member Price: $89
If you work with governments or not-for-profits, understanding the Yellow Book is a must. This beginner-friendly course breaks the requirements down into clear, manageable concepts, helping you build a solid foundation, boost your confidence and perform Yellow Book audits with ease.Note: This is an on-demand webcast self-study course.
Surgent's IRS Tax Examinations & Hot Issues
Available Until
Online
4.00 Credits
Member Price: $129
Although the Inflation Reduction Act increased the IRS budget, Congress continues to battle about whether this funding will be continued. The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns, Accounting, Tax and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting, Tax and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.Note: This is an on-demand webcast self-study course.
Surgent's IRS Tax Examinations & Hot Issues
Available Until
Online
4.00 Credits
Member Price: $129
The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns, Accounting, Tax and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting, Tax and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.Note: This is a downloadable self-study course.
Surgent's IT Governance & Risk Management
Available Until
Online
2.00 Credits
Member Price: $89
This course covers the key components of IT governance and risk management through interactive discussions and hands-on activities. By the end of the course, participants will have a thorough understanding of the function of IT governance within an organization, including roles and responsibilities and key frameworks. In addition, participants will learn about IT risk identification and assessment methods and IT general and application controls. Business process management and change management will also be discussed.Note: This is an on-demand webcast self-study course.
Surgent's IT Systems & Data Management
Available Until
Online
2.00 Credits
Member Price: $89
Explore the critical intersections between information technology (IT) systems and data management through this specialized CPE course for accounting professionals. This session covers business resiliency and disaster recovery strategies, change management processes and much more. Through interactive discussions and hands-on activities, participants will learn how to enhance their organization's IT framework while ensuring robust data collection and storage. Equip yourself to oversee IT systems with confidence and reinforce data integrity and system availability. Note: This is an on-demand webcast self-study course.
Surgent's Key Partnership & S Corporation Tax Planning Strategies
Available Until
Online
4.00 Credits
Member Price: $79
Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.Note: This is a downloadable self-study course.
Surgent's Key Partnership & S Corporation Tax Planning Strategies
Available Until
Online
4.00 Credits
Member Price: $129
Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.Note: This is an on-demand webcast self-study course.
Surgent's Latest Developments in Governmental Accounting & Auditing
Available Until
Online
8.00 Credits
Member Price: $159
This year is indeed another year of significant change in the world of governmental accounting and auditing. Time is valuable and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 20 focused exercises are included to provide an enhanced working knowledge of the latest developments in governmental accounting and auditing.Note: This is a downloadable self-study course.
Surgent's Latest Developments in Government & Nonprofit Accounting & Auditing
Available Until
Online
8.00 Credits
Member Price: $159
This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 25 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.Note: This is a downloadable self-study course.
Surgent's Latest Developments in Government & Nonprofit Accounting & Auditing
Available Until
Online
8.00 Credits
Member Price: $199
This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 25 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.Note: This is an on-demand webcast self-study course.
Surgent's Latest Developments in Nonprofit Accounting & Auditing
Available Until
Online
8.00 Credits
Member Price: $159
This year is indeed another year of significant change in the world of nonprofit accounting and auditing. Time is valuable and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 20 focused exercises are included to provide an enhanced working knowledge of the latest developments in nonprofit accounting and auditing.Note: This is a downloadable self-study course.
Surgent's Lease Accounting: The Impact of Changing Standards on Both Lessors & Lessees
Available Until
Online
2.00 Credits
Member Price: $89
The effective date for ASU 2016-02, Leases (Topic 842) is finally here. The new standard eliminates one of the largest forms of off-balance sheet accounting and requires most leases to be brought onto the balance sheet irrespective of their classification as either financing or operating. The new guidance in ASC 842 also makes other changes in lease accounting for both lessees and lessors. This course will discuss the impact of these changing standards on both lessees and lessors and discusses recently issued updates to ASC 842. Now is time to get up to date on all that is going on with regard to lease accounting.Note: This is an on-demand webcast self-study course.
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
Available Until
Online
2.00 Credits
Member Price: $109
Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting malpractice claims. Understanding the most common types of accounting malpractice claims provides a roadmap of what not to do. This course provides a current overview of accounting malpractice litigation throughout the United States. The goal is to learn about the types of claims asserted against CPA firms and strategies to employ to avoid such claims. Reviewing malpractice claims allows us to identify patterns of behavior that may reduce litigation risk. This course includes 1 credit of Regulatory Ethics and 1 credit of Business Law.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.Note: This is an on-demand webcast self-study course.
Surgent's Lessons Learned From Successful Companies
Available Until
Online
2.00 Credits
Member Price: $89
Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, research shows that corporate success often hinges on whether a company is value driven. Such companies have core ideologies that drive almost every major decision. In this course, we look at empirical data on why some companies succeed while others fail. By looking at companies that were created prior to 1950 (e.g., Disney, Marriott, or 3M), we can understand why certain organizations have been able to grow and achieve exceptional success through many different eras in the American economy. The lessons learned from these visionary companies can be broadly applied to organizations of all sizes, including accounting and financial service firms. Note: This is an on-demand webcast self-study course.
