WICPA CPE & Special Event Catalog
Surgent's Achieving High Levels of Compliance & Customer Service in Your Organization
Available Until
Online
4.00 Credits
Member Price: $79
Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an analytical standpoint, proving why they are necessary for both for-profit and nonprofit organizations to achieve success.Note: This is a downloadable self-study course.
Surgent's Achieving High Levels of Compliance & Customer Service in Your Organization
Available Until
Online
4.00 Credits
Member Price: $129
Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an analytical standpoint, proving why they are necessary for both for-profit and nonprofit organizations to achieve success.Note: This is an on-demand webcast self-study course.
Surgent's A Complete Guide to Offers in Compromise
Available Until
Online
2.00 Credits
Member Price: $109
This course is designed to assist practitioners in preparing Offers in Compromise (OIC). After this course, you should have an understanding of how proper planning can make a significant difference in the amount eventually paid to the IRS and the resulting financial well-being of your client. This program covers the basics, from choosing the proper forms to utilize through the filing of an appeal if necessary. We will also explain how to increase your chances of having your OIC approved by the IRS by going over the complexities involved.Note: This is an on-demand webcast self-study course.
Surgent's A Complete Guide to the Yellow Book
Available Until
Online
8.00 Credits
Member Price: $199
If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. Updated for the 2024 Yellow Book revision, the course materials utilize a highly illustrative and innovative format. Over 20 focused exercises are included to provide an enhanced knowledge of the Yellow Book.Note: This is an on-demand webcast self-study course.
Surgent's A Complete Guide to the Yellow Book
Available Until
Online
8.00 Credits
Member Price: $159
A thorough understanding of the Yellow Book is essential for anyone working with governments and not-for-profits. This course provides comprehensive coverage of Yellow Book requirements while building confidence and proficiency in performing Yellow Book audits. The course uses a highly illustrative and engaging format, featuring more than 25 focused exercises designed to strengthen practical application and enhance working knowledge.Note: This is a downloadable self-study course.
Surgent's A Complete Tax Guide to Exit Planning
Available Until
Online
2.00 Credits
Member Price: $109
When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various strategies to consider when advising on exiting a business.Note: This is an on-demand webcast self-study course.
Surgent's Adapting to OBBBA Changes: A Strategic Review
Available Until
Online
2.00 Credits
Member Price: $109
Accounting and finance practitioners are continually asked for strategic planning advice. In this course, we will cover topics that will make clients and their advisors, tax smart and tax prepared for the coming year and beyond. This program is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting both individual and business clients.Note: This is an on-demand webcast self-study course.
Surgent's Adapting to Today’s Changing Accounting Landscape
Available Until
Online
1.00 Credits
Member Price: $49
The field of accounting is undergoing rapid evolution in response to a complex interplay of technological advancements, regulatory reforms, economic fluctuations and shifting societal dynamics. In this course, we will explore the major challenges and opportunities currently facing accountants and we will equip you with the knowledge and skills needed to excel in this dynamic environment. Note: This is an on-demand webcast self-study course.
Surgent's A Discussion: The Threat & Opportunity to Accounting Posed by Generative AI & Other Emerging Technologies
Available Until
Online
1.00 Credits
Member Price: $69
Technological disruptions are no longer limited to Silicon Valley. This discussion, featuring Lehman College Associate Professor, Dr. Sean Stein Smith; Surgent's VP of L&D, Jack Castonguay; and James Madison University Associate Professor, Dr. Nicole Wright, explores the evolving landscape of accounting following the advancement of generative AI (i.e., ChatGPT) and other emerging technologies. CPAs in audit and assurance will gain insights into both the potential risks and opportunities these technologies present. The session will cover the impact of AI on traditional audit functions, including automation of routine tasks, fraud detection and data analysis, while also addressing concerns such as data security, accuracy and ethical implications. Participants will engage in discussions about how AI can enhance efficiency and accuracy, but also the challenges of maintaining professional judgment and skepticism in an increasingly automated environment. The course will also touch on blockchain, robotics process automation (RPA) and other innovations that are reshaping the future of financial reporting and audit standards. Learners will leave with a clearer understanding of how to integrate these technologies while upholding the profession's core values. This is an essential course for CPAs looking to stay at the forefront of technological advancements in the field. Note: This is an on-demand webcast self-study course.
Surgent's Advanced Audits of 401(k) Plans: Best Practices & Current Developments
Available Until
Online
8.00 Credits
Member Price: $159
Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with auditing standards. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments and plan mergers and acquisitions.Note: This is a downloadable self-study course.
Surgent's Advanced Audits of 401(k) Plans: Best Practices & Current Developments
Available Until
Online
8.00 Credits
Member Price: $199
Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with auditing standards. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments and plan mergers and acquisitions.Note: This is an on-demand webcast self-study course.
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies & Partnerships
Available Until
Online
10.00 Credits
Member Price: $189
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.Note: This is a downloadable self-study course.
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies & Partnerships
Available Until
Online
8.00 Credits
Member Price: $199
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.Note: This is an on-demand webcast self-study course.
Surgent's Advanced Critical Tax Issues for S Corporations
Available Until
Online
10.00 Credits
Member Price: $189
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.Note: This is a downloadable self-study course.
Surgent's Advanced Critical Tax Issues for S Corporations
Available Until
Online
8.00 Credits
Member Price: $199
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.Note: This is an on-demand webcast self-study course.
Surgent's Advanced Individual Income Tax Return Issues
Available Until
Online
12.00 Credits
Member Price: $219
Most accounting and financial professionals have been preparing individual income tax returns for years and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.Note: This is a downloadable self-study course.
Surgent's Advanced Individual Income Tax Return Issues
Available Until
Online
8.00 Credits
Member Price: $199
Most accounting and financial professionals have been preparing individual income tax returns for years and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.Note: This is an on-demand webcast self-study course.
Surgent's Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under 754 & Related Provisions
Available Until
Online
6.00 Credits
Member Price: $119
This course explores the practical issues in the many instances in which a step-up in basis can create tax advantages for partners and members. This course includes case studies to illustrate the critical points.Note: This is a downloadable self-study course.
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
Available Until
Online
4.00 Credits
Member Price: $129
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?Note: This is an on-demand webcast self-study course.
Surgent's Agentic AI Foundations for Finance & Accounting
Available Until
Online
2.00 Credits
Member Price: $109
This course introduces accounting, auditing and finance professionals to the emerging field of agentic AI: autonomous, goal-driven systems capable of planning, acting and learning with minimal human intervention. Participants will explore how agentic AI differs from traditional automation (RPA) and generative AI and how these agents are being deployed in finance and accounting. The course emphasizes foundational concepts such as the Perceive-Reason-Act-Learn (PRAL) loop and ethical decision-making frameworks. To ground abstract ideas in practice, participants will experience a brief agent simulation using basic ChatGPT, showcasing how natural language prompts can emulate agentic behavior, such as goal setting, clarification loops and structured task execution. The course also highlights real-world agent platforms (e.g., Microsoft Copilot, IBM watsonx and UiPath) to provide context on enterprise adoption trends and discusses emerging global regulations such as the EU AI Act and the U.S. Executive Order on Safe AI.Note: This is an on-demand webcast self-study course.
