WICPA CPE & Special Event Catalog
Surgent's Data Security: Best Practices to Protect Your Business & Yourself
Available Until
Online
1.00 Credits
Member Price: $196
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to privacy and data security. In this webinar, we will explore both the risks we have traditionally faced in the workplace personally, as well as the novel set of data privacy threats and compliance challenge issues employers face with a remote and mobile workforce.Note: This is an on-demand webcast self-study course.
Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance & Remote Work Security
Available Until
Online
2.00 Credits
Member Price: $436
Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks and securing remote work environments. It also addresses the role of cyber insurance. Through real-world case studies and practical strategies, participants will learn how to recognize and mitigate cyber threats, evaluate cyber insurance policies and implement security measures that protect their firms and clients. Attendees will leave with actionable steps to strengthen their cybersecurity posture and ensure compliance with evolving regulatory and industry standards.Note: This is an on-demand webcast self-study course.
Surgent's Depreciation Rules for Bonus & Section 179 Expensing
Available Until
Online
2.00 Credits
Member Price: $356
The Tax Cuts and Jobs Act of 2017 (TCJA) had a tremendous impact on commercial real estate, including liberalizing the depreciation provisions. Bonus depreciation was expanded and increased from 50 to 100 percent for qualifying assets placed in service beginning after September 27, 2017, through December 31, 2022. After December 31, 2022, the deduction percentage for bonus depreciation began decreasing by 20 percent per year and would have been fully phased out after 2026. Thanks to the One Big Beautiful Bill Act (OBBBA) passed in 2025, 100% bonus depreciation is now available on new and used assets. Because of changes in the OBBBA, which has restored 100% bonus depreciation. increased the depreciation that can be taken under Section 179 and added a new, important depreciation topic -- qualified production property, this topic is vital for tax practitioners advising business taxpayers. Note: This is an on-demand webcast self-study course.
Surgent's Disclosure Requirements for SEC Form 8-K
Available Until
Online
2.00 Credits
Member Price: $196
This course provides an overview of the disclosure requirements for SEC Form 8-K, the broad form used to notify investors in U.S. publicly traded companies of certain events that may be important . This course provides an overview of the key disclosure requirements for several of the triggering events requiring the filing of a Form 8-K with the SEC. This course also provides information about how the Form 8-K requirements have evolved over time. Note: This is a downloadable self-study course.
Surgent's Disclosures of Risks & Uncertainties
Available Until
Online
1.00 Credits
Member Price: $116
This course provides an overview of the disclosure requirements regarding risks and uncertainties. The disclosure requirements related to risks and uncertainties are prescribed by the Financial Accounting Standards Board (FASB) in ASC Topic 275. For public business entities that file their annual and interim reports with the U.S. Securities & Exchange Commission (SEC), there are also additional disclosure requirements required by Regulation S-K. This course focuses on general disclosure requirements outlined in U.S. GAAP. This course also provides illustrative examples from both the GAAP implementation guidance as well as actual SEC filings from public business entities.Note: This is a downloadable self-study course.
Surgent's Effective Communications with Management & Those Charged with Governance
Available Until
Online
2.00 Credits
Member Price: $196
As a byproduct of the audit, the auditor has a responsibility to communicate certain information to management and those charged with governance, primarily related to risk and internal control deficiencies. In some cases the auditor may be required to report outside the entity, for example, when fraud is identified. Some of these communications to management and those charged with governance occur at the beginning of the audit, others during the audit and at the end of the audit. Two-way communication is very important to meet professional responsibilities and also as a client service. This module will discuss the most significant of the required communications and explore how to make them more effective. (Please Note: This module is part of Surgent's Audit Skills Training: Level V.)Note: This is a downloadable self-study course.
Surgent's Effective Communications with Management & Those Charged with Governance
Available Until
Online
2.00 Credits
Member Price: $356
As a byproduct of the audit, the auditor has a responsibility to communicate certain information to management and those charged with governance, primarily related to risk and internal control deficiencies. In some cases the auditor may be required to report outside the entity, for example, when fraud is identified. Some of these communications to management and those charged with governance occur at the beginning of the audit, others during the audit and at the end of the audit. Two-way communication is very important to meet professional responsibilities and also as a client service. This module will discuss the most significant of the required communications and explore how to make them more effective. (Please Note: This module is part of Surgent's Audit Skills Training: Level V.)Note: This is an on-demand webcast self-study course.
Surgent's Effective Techniques for Auditing Contingencies & Going Concern
Available Until
Online
2.00 Credits
Member Price: $356
In these rapidly changing times, an entity may experience significant uncertainties. This is especially true at this time due to issues entities have experienced as a result of the pandemic declared in March 2020 which are still ongoing for many. New accounting principles issued by the FASB are requiring more estimates which could give rise to significant uncertainties. A primary focus right now for management is the requirement to evaluate entity's ability to remain a going concern. In addition, new audit standards, effective for calendar year end 2021 audits. This module provides tips and techniques for obtaining the audit evidence needed to support conclusions on contingencies and going concern. These issues require disclosure and may result in accruals. (Please Note: This module is part of Surgent's Audit Skills Training: Level III.)Note: This is an on-demand webcast self-study course.
Surgent's Emotional Intelligence
Available Until
Online
4.00 Credits
Member Price: $516
Recent research shows that emotional intelligence is twice as important as IQ in the development of business leaders. But what's the difference between emotional intelligence (EI) and manipulation? This course is designed to help you understand how EI is linked to leadership success. You'll learn how to assess your own emotional intelligence and how to identify the negative consequences of unmanaged emotions. You'll learn techniques that will improve your self-awareness, self-control and self-motivation and you'll create a plan that increases your EI so that you can achieve optimal results in your relationships with others. Note: This is an on-demand webcast self-study course.
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
Available Until
Online
2.00 Credits
Member Price: $356
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who receive stock options are often unaware of their inherent risks. Research has shown that over 76% of employees have never exercised their stock options. Almost half of these individuals (48%), say they held off on selling their options due to fear of making a mistake. This course provides accounting and finance professionals with a broad overview of employee stock options. The webinar is designed to help participants better understand the fundamentals behind these investments and, in turn, better advise their clients.Note: This is an on-demand webcast self-study course.
Surgent's Employee versus Independent Contractor: Achieving Success in a Worker Classification Audit
Available Until
Online
2.00 Credits
Member Price: $356
The IRS believes, perhaps with some justification, that many workers classified as independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often costly for business clients, both in terms of time as well as money expended. This program prepares accounting and finance professionals to assist their clients with worker classification audits and to avoid them if possible, by discussing and explaining the circumstances under which workers will most likely be characterized as employees or as independent contractors. The program also deals with the first line of defense against the IRS in worker classification audits -- Section 530, as well as the common law factors distinguishing an employee from an independent contractor. This program also explores the IRS Voluntary Classification Settlement Program and discusses whether a practitioner should advise a client to request admission into this program. Note: This is an on-demand webcast self-study course.
Surgent's Employer's Handbook: Health Care, Retirement & Fringe Benefit Tax Issues
Available Until
Online
4.00 Credits
Member Price: $316
The employer-employee relationship strains both sides in uncertain times and businesses need CPAs, controllers and other advisors to provide understanding of the complex legal, tax and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. Note: This is a downloadable self-study course.
Surgent's Employer's Handbook: Health Care, Retirement & Fringe Benefit Tax Issues
Available Until
Online
4.00 Credits
Member Price: $516
The employer-employee relationship strains both sides in uncertain times and businesses need CPAs, controllers and other advisors to provide understanding of the complex legal, tax and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. Note: This is an on-demand webcast self-study course.
Surgent's Employer's Handbook: Legal, Tax & Health Care Issues
Available Until
Online
8.00 Credits
Member Price: $636
The employer-employee relationship strains both sides in uncertain times and businesses need CPAs, controllers and other advisors to provide understanding of the complex legal, tax and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.Note: This is a downloadable self-study course.
Surgent's Employer's Handbook: Legal, Tax & Health Care Issues
Available Until
Online
8.00 Credits
Member Price: $796
The employer-employee relationship strains both sides in uncertain times and businesses need CPAs, controllers and other advisors to provide understanding of the complex legal, tax and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.Note: This is an on-demand webcast self-study course.
Surgent's Engagement & Client Retention Best Practices
Available Until
Online
2.00 Credits
Member Price: $436
Positive client relationships require work. Miscommunication, unrealistic expectations and differing personality styles may strain a client's relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help. This course explores actions accounting and finance professionals can take to create and grow their client relationships. This webinar provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firm's profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey, ensuring consistent client interactions and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business. Note: This is an on-demand webcast self-study course.
Surgent's Engaging & Managing Young Professionals
Available Until
Online
2.00 Credits
Member Price: $356
Younger professionals comprise a significant part of the accounting and finance workforce. Whether you are an owner of a small accounting practice or a manager in a multinational accounting firm, it is important to understand the characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding young professionals are unfounded and counterproductive. This course provides an understanding of who young professionals are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding young professionals and why understanding this class of employees provides opportunities for your organization to grow and succeed.Note: This is an on-demand webcast self-study course.
Surgent's Enterprise Risk Management Concepts & Strategy for Small & Medium-Sized Companies
Available Until
Online
4.00 Credits
Member Price: $316
The past few years have taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In this session, we will explore how risks work in both for-profit and not-for-profit organizations and how they can develop a strategy to identify, evaluate and mitigate those risks. This program will not teach how to eliminate risks, but how to strategize how to reduce their total effect. We will liberally use case studies of both for-profit and not-for-profit companies to bridge the gap between concept and actual implementation. In each area we will explore what our experiences of the pandemic have taught us about this part of risk management.Note: This is a downloadable self-study course.
Surgent's Enterprise Risk Management Concepts & Strategy for Small & Medium-Sized Companies
Available Until
Online
4.00 Credits
Member Price: $516
The past few years have taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In this session, we will explore how risks work in both for-profit and not-for-profit organizations and how they can develop a strategy to identify, evaluate and mitigate those risks. This program will not teach how to eliminate risks, but how to strategize how to reduce their total effect. We will liberally use case studies of both for-profit and not-for-profit companies to bridge the gap between concept and actual implementation. In each area we will explore what our experiences of the pandemic have taught us about this part of risk management.Note: This is an on-demand webcast self-study course.
Surgent's Enterprise Risk Management for Small & Medium-Sized Companies
Available Until
Online
8.00 Credits
Member Price: $636
The past few years have taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment; however, generally only the large for-profit organizations pay a lot of attention to risk management. Or, other organizations equate risk management to insurance and completely miss some of the most important things that create and affect risk. Many years ago, led by the financial industry, large companies introduced systematic analysis in evaluating risk; however, those skills have generally failed to transfer to small and medium-sized organizations. This program seeks to do exactly that. We will explore the needs and concepts of risk management, showing how they equally affect both large and small companies as well as for-profit and not-for-profit organizations. With liberal use of case studies, we will see how companies can face the issues of risk management and systematically develop a structure to identify, evaluate and mitigate those risks. It is important to note that the program is not for the experienced risk manager of the large organization, but for the finance professional dealing with a small to medium-sized company who desires to establish or refine an integrated enterprise risk management strategy.Note: This is a downloadable self-study course.