WICPA CPE & Special Event Catalog
Surgent's Management Fundamentals
Available Until
Online
4.00 Credits
Member Price: $516
As you advance in your public accounting careers, your responsibilities significantly increase. The skills required for continued success go beyond your technical skills but also include others that you may not have had a chance to develop earlier in your careers. Several of these new responsibilities involve engagement management and managing your team. Mastering these skills is key to your long-term success in public accounting. In this session, we'll review the keys to successful management, including ways to best develop your team, how to successfully engage your team and build their trust and how best to present information for retention. Lastly, we'll review the critically important skill of delegation, focusing on what the best tasks are to delegate and how to empower your team without micromanaging them. (Please Note: This module is part of Surgent's Audit Skills Training: Level IIII.)Note: This is an on-demand webcast self-study course.
Surgent's Management's Discussion & Analysis: What You Need to Know
Available Until
Online
2.00 Credits
Member Price: $196
This course provides an overview of the rules and regulations with respect to the management's discussion and analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC). MD&A has been and continues to be, a primary focus area of the SEC when reviewing public company filings. In fact, it has consistently ranked in the top 10 of the most frequent comment letters issued by the SEC.Note: This is a downloadable self-study course.
Surgent's Marijuana: A Generalized Business Viewpoint
Available Until
Online
2.00 Credits
Member Price: $356
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of cannabis brings with it a complex regulatory landscape, which includes strict compliance with federal and state regulations. However, the complexity of this emerging market provides opportunities for accountants and other financial professionals. Behind the cannabis dispensaries are scores of related business sectors including food production, retail, farming and chemical production, as well as facilities, design and construction. Simply stated, the commercialization of marijuana offers financial professionals an opportunity to participate in an industry expected to reach $73 billion worldwide within six years.Note: This is an on-demand webcast self-study course.
Surgent's Mastering Accounting for Income Taxes
Available Until
Online
4.00 Credits
Member Price: $316
Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to understand the complexities of this challenging topic. Through discussions and the use of exercises, this course will analyze the authoritative literature to provide a thorough understanding of such topics as deferred taxes, income tax expense, uncertain tax positions and other classification and disclosure requirements. We will also explore some specialized areas of income tax accounting, such as intraperiod allocations of income tax expense, global minimum tax developments and the financial reporting impact of the One Big Beautiful Bill Act (OBBBA) signed into law in July 2025 and review finalized and emerging updates to ASC 740, including expanded disclosure requirements under ASU 2023-09. In summary, this course is the place to be to enhance your accounting for income taxes IQ.Note: This is a downloadable self-study course.
Surgent's Mastering Accounting for Income Taxes
Available Until
Online
4.00 Credits
Member Price: $516
Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to understand the complexities of this challenging topic. Through discussions and the use of exercises, this course will analyze the authoritative literature to provide a thorough understanding of such topics as deferred taxes, income tax expense, uncertain tax positions and other classification and disclosure requirements. We will also explore some specialized areas of income tax accounting, such as intraperiod allocations of income tax expense, global minimum tax developments and the financial reporting impact of the One Big Beautiful Bill Act (OBBBA) signed into law in July 2025 and review finalized and emerging updates to ASC 740, including expanded disclosure requirements under ASU 2023-09. In summary, this course is the place to be to enhance your accounting for income taxes IQ.Note: This is an on-demand webcast self-study course.
Surgent's Mastering Basis Issues for S Corporations, Partnerships & LLCs
Available Until
Online
4.00 Credits
Member Price: $316
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.Note: This is a downloadable self-study course.
Surgent's Mastering Client Management for Accounting & Finance Professionals
Available Until
Online
2.00 Credits
Member Price: $356
Do you want to build stronger relationships with your clients, improve client retention and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape. Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients. Note: This is an on-demand webcast self-study course.
Surgent's Mastering the Basics of Inventory Accounting
Available Until
Online
4.00 Credits
Member Price: $516
While many entities maintain inventory, they are often challenged when applying the complexities of inventory accounting. The goal of this course is to provide a detailed overview of inventory accounting concepts that can be applied to a variety of inventory types. The course will cover the basics of inventory capitalization, for both book and tax, as well as the basic inventory valuation methods, LIFO, FIFO, weighted average and specific identification. Then the course will give a more detailed review of the LIFO and retail methodologies. It will cover the topics of inventory obsolescence reserves and other issues related to inventory accounting, including a discussion of how COVID-19 has impacted these accounting considerations. This course will be the one-shop stop to get you up-to-speed on the accounting for this critical, revenue-producing asset.Note: This is an on-demand webcast self-study course.
Surgent's Mastering the Excel Lookup Functions
Available Until
Online
2.00 Credits
Member Price: $436
In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs.Note: This is an on-demand webcast self-study course.
Surgent's Mastering the Offer in Compromise: Strategies for Preparation & Negotiation
Available Until
Online
2.00 Credits
Member Price: $356
This course is designed to equip tax professionals with a deep understanding of the IRS offer in compromise (OIC) program. Participants will learn the strategic, procedural and practical elements of preparing and negotiating successful OICs for taxpayers facing significant tax liabilities. The course will walk through the eligibility criteria, financial analysis standards, supporting documentation requirements and techniques to enhance the likelihood of IRS acceptance. Common pitfalls, recent trends and real-world case studies will also be covered.Note: This is an on-demand webcast self-study course.
Surgent's Maximizing Your Social Security Benefits
Available Until
Online
8.00 Credits
Member Price: $636
The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security and the myriad other related retirement planning issues.Note: This is a downloadable self-study course.
Surgent's Max the Tax: Client Retention
Available Until
Online
1.00 Credits
Member Price: $196
This course is designed to equip practitioners with the essential strategies and tools needed to build and maintain long-term client relationships. Participants will learn about effective client retention plans and enhancing client satisfaction through personalized service. This engaging course will teach the importance of fostering client loyalty, reducing churn and driving sustainable business growth.Note: This is a downloadable self-study course.
Surgent's Max the Tax: Common Deductions
Available Until
Online
1.00 Credits
Member Price: $196
During this interactive simulation, you will interview a sophisticated client who is knowledgeable about the latest changes in tax laws. This client always comes prepared with ideas of what deductions he may take and it is your job to determine whether his claims are accurate and consistent with the latest tax regulations.Note: This is a downloadable self-study course.
Surgent's Max the Tax: Crowdfunding
Available Until
Online
1.00 Credits
Member Price: $196
Your client, Aida, wants to share an amazing new product and service with the world, but she needs funding. The product, a sensory jacket, syncs with virtual reality (VR) apps so people can use more of their senses in VR experiences. Ask relevant questions to create an effective fundraising campaign for the product. Note: This is a downloadable self-study course.
Surgent's Max the Tax: Crypto Craze
Available Until
Online
1.00 Credits
Member Price: $196
Participants must use their expertise to assist a new client who just received Letter 6173 from the IRS. The client didn't share any crypto-related transactions or events with the tax accountant who filed the original return. It's up to the participants to meet with the client and uncover details of the activities so an accurate, amended tax return can be completed. They must carefully ask questions to get all the relevant information, determine the proper changes to taxable income and submit the documentation correctly to avoid an IRS response and losing the new client. Note: This is a downloadable self-study course.
Surgent's Max the Tax: Entity Selection
Available Until
Online
1.00 Credits
Member Price: $196
A client is starting a new business and needs advice on whether to choose an S or C corporation. She is seeking support to determine the most advantageous entity from a tax-efficiency perspective. Participants will first ask relevant questions about the client's plans and then advise her on entity selection based on their expertise. Note: This is a downloadable self-study course.
Surgent's Max the Tax: Equity Compensation
Available Until
Online
1.00 Credits
Member Price: $196
Liam, a public relations executive, needs expert advice regarding equity compensation options he has received. Liam researched key topics but needs the participant's help to validate his findings. Then, participants will review various equity compensation scenarios and advise on the most appropriate tax planning strategies available (e.g., §83(b) election, etc.). Note: This is a downloadable self-study course.
Surgent's Max the Tax: Metaverse
Available Until
Online
1.00 Credits
Member Price: $196
Your client, Multi-Mega Markets Corporation (MMM), a global conglomerate with businesses in entertainment, fashion, retail, software, technology and other industries, is looking for advice on the state of the metaverse. They are considering starting a new subsidiary in the metaverse called The MegaVerse (TMV). Your help is needed to share accurate information about the metaverse, choose the most appropriate MMM subsidiaries to be associated with the metaverse and make decisions regarding interoperability. Note: This is a downloadable self-study course.
Surgent's Max the Tax: Schedule C
Available Until
Online
1.00 Credits
Member Price: $196
In this scavenger hunt game, you're a tax associate at Surging CPAs, LLC. It's the busy time of year and you arrive at work to find an urgent assignment in your inbox from your senior manager, Caroline. Another colleague suddenly quit and Caroline needs help finishing the tax return today for the client, Jasper Jones, a small business owner. Jasper does not want to file an extension. You're asked to jump in and help complete the Schedule C, which is the only remaining form to complete the return. Note: This is a downloadable self-study course.
Surgent's Max the Tax: Schedule E
Available Until
Online
1.00 Credits
Member Price: $196
You just received an email from Roni, a prospective new client. He owns several properties under the business name Roni's Real Rentals LLC and wants help minimizing rental income and maximizing deductions that offset the rental income. You will interview Roni and visit his two properties to gain a better understanding of his situation. Advise Roni by providing him good and relevant ideas and he will ask you to be his new tax accountant. Note: This is a downloadable self-study course.