WICPA CPE & Special Event Catalog
Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today
Available Until
Online
4.00 Credits
Member Price: $516
In recent years, not-for-profits have applied critical new standards related to contributions of nonfinancial assets, leases and more. However, with all the focus on the new stuff, have we forgotten any of the old stuff? FASB ASC 958 has a great deal to say about various accounting and reporting issues in the form of its implementation guidance and illustrations. Not knowing this guidance can result in lost time and erroneous applications of GAAP. In this course, we will review some of the most critical illustrative not-for-profit guidance issued by the FASB.Note: This is an on-demand webcast self-study course.
Surgent's The One Big Beautiful Bill Act (OBBBA): A Complete Guide
Available Until
Online
4.00 Credits
Member Price: $316
The breadth and complexity of the One Big Beautiful Bill Act (OBBBA) have created significant challenges for practitioners seeking to interpret and apply its provisions. This four-hour course highlights the Act's most impactful updates for both individual and business taxpayers. By completing the course, participants will gain clear, practical guidance on the new requirements as well as renewed clarity on longstanding rules that continue to apply.Note: This is a downloadable self-study course.
Surgent's The One Big Beautiful Bill Act (OBBBA): What You Need To Know
Available Until
Online
4.00 Credits
Member Price: $716
Many accounting and finance practitioners have had difficulty understanding and applying the One Big Beautiful Bill Act (OBBBA). Accounting and finance practitioners are still confused and challenged by many of the new and extended tax provisions that the OBBBA delivered. Mastering these crucial provisions requires multiple exposures to these challenging tax changes. This program is a four-hour review and analysis of the most important changes from the OBBBA that impact both individual and business taxpayers. This course affords accounting and finance practitioners an opportunity to gain a broader, deeper understanding of this wide-ranging set of new tax rules, to grasp what is new and what is a continuance of prior rules and to develop deeper planning insights into the many changes that the OBBBA contains. To the extent that the Treasury has provided guidance relating to OBBBA changes, we will discuss that guidance. We will also point out areas where Treasury guidance would be useful and areas where guidance is expected. Note: This is an on-demand webcast self-study course.
Surgent's The Risks & Benefits of ChatGPT & Artificial Intelligence
Available Until
Online
2.00 Credits
Member Price: $436
We see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise of these new technologies, or how important it is that companies embrace the opportunity to execute them correctly. Having conversations regarding the proper adoption of these technologies and tools is a crucial first step, including drafting policies to assist companies with their beneficial and thoughtful implementation and use. This course will define the state of AI tools, what benefits and risks exist and which steps to take to begin adopting these technologies with appropriate guardrails, policies and training. It is less likely that AI will destroy industries and more likely that companies that embrace AI will overtake those companies that do not.Note: This is an on-demand webcast self-study course.
Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting & Finance Professionals
Available Until
Online
2.00 Credits
Member Price: $476
It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. This program is a two-hour review and analysis of what we consider some of the most current and important changes from the OBBBA. If you want the latest OBBBA information to relay to your clients, this course is for you. Note: This is an on-demand webcast self-study course.
Surgent's The Role of the Whistle-Blower
Available Until
Online
2.00 Credits
Member Price: $356
Whistle-blowers play an important role in fraud detection and prevention. This course will review historical financial whistle-blowers and they role they play in organizations, as well as explore whistle-blower myths. It includes a conversation with a whistle-blower and a former FBI agent. This is the last of five 2-hour courses in Surgent's Fraud Certificate Program. This program includes a combination of lectures, animated videos and live interviews with white-collar offenders and whistle-blowers. Each course is designed to be engaging and informative and will enhance your understanding of fraud.Note: This is an on-demand webcast self-study course.
Surgent's The Top Five Tax Issues in Dealing with LLCs & Partnerships
Available Until
Online
4.00 Credits
Member Price: $316
Partnerships and LLCs involve unique problems that require careful attention. This course covers selected critical tax issues that practitioners need to know when working with partnerships and limited liability companies, with a focus on planning opportunities and pitfalls.Note: This is a downloadable self-study course.
Surgent's This Year's Best Income Tax, Estate Tax & Financial-Planning Ideas
Available Until
Online
16.00 Credits
Member Price: $1116
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.Note: This is a downloadable self-study course.
Surgent's This Year's Top Tax & Financial-Planning Ideas
Available Until
Online
8.00 Credits
Member Price: $636
With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.Note: This is a downloadable self-study course.
Surgent's Time Management for Professionals
Available Until
Online
2.00 Credits
Member Price: $356
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation and discipline of each individual. This course provides simple, practical and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.Note: This is an on-demand webcast self-study course.
Surgent's Top 10 Technology Risks & Trends Every CPA Should Know
Available Until
Online
1.00 Credits
Member Price: $196
The use of technology by businesses of all types, including CPA firms, has exploded in recent years, creating the need for proactive and robust cybersecurity risk management practices. This trend has created the need for a data-driven decision-making process but has also introduced risks into many companies' operating environment. This course will explore the most common technology risks and trends that every CPA should know to better advise and serve clients.Note: This is an on-demand webcast self-study course.
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes & Penalties: Updated for the NEW Proposed RMD Regulations
Available Until
Online
2.00 Credits
Member Price: $356
Required minimum distributions (RMD) must begin for the year in which the account owner reaches age 72 unless an exception applies. RMDs must also be taken from inherited accounts and the process for determining RMDs for these accounts is more complex than those that apply to RMDs for non-inherited accounts. Failure to comply with the RMD rules will result in the account owner owing the IRS a 50% excess accumulation penalty on any RMD shortfall. Interested parties must understand the compliance requirements that apply to RMDs to be able to assist in ensuring that penalties are avoided.Note: This is an on-demand webcast self-study course.
Surgent's Top Business Tax Planning Strategies
Available Until
Online
2.00 Credits
Member Price: $356
Business strategies for 2025 are based on important tax changes made in the One Big Beautiful Bill Act (OBBBA). There are a number of important business tax changes that can be used to develop tax planning strategies that have great advantages for businesses and their owners. This program covers many important business tax changes and the implications for tax planning founded on them. Note: This is an on-demand webcast self-study course.
Surgent's Top Individual Tax Planning Strategies
Available Until
Online
2.00 Credits
Member Price: $356
Individual tax planning strategies for 2025 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers. Taxpayers and their clients now have the opportunity to utilize these new planning strategies. Tax practitioners must know about these new changes and the planning strategies associated with them to maximize the advantages to their clients. This program will cover tax changes enacted in 2025 that impact individuals and provide individuals with significant tax reduction opportunities. Note: This is an on-demand webcast self-study course.
Surgent's Top Ten Questions From Partnership Clients Regarding the Section 754 Election
Available Until
Online
4.00 Credits
Member Price: $516
This program is an in-depth analysis of the Section 754 election and the two adjustments associated with the election under Section 743(b) and Section 734(b). The 754 election is a highly technical provision that provides great tax benefits to the owners of the partnership and particularly in the case of Section 743(b), a new partner. This course covers the most common questions encountered by practitioners in their daily practices. The program includes a number of examples that provide insights into the mechanics of the two adjustments that follow upon a Section 754 election. Note: This is an on-demand webcast self-study course.
Surgent's Transitioning to the Accounting Profession
Available Until
Online
2.00 Credits
Member Price: $356
New accountants, whether coming right out of school or from industry will find that the accounting profession is heavily governed by technical and ethical standards. In addition, the new accounting professional will need to understand new terminology as well as what their team members and clients expect of them by way of job performance and client service. This module will help those transitioning to the accounting profession to understand the role of the accountant in public accounting and in industry, discuss the major standards relating to ethics including integrity, objectivity, independence and serving the public trust. (Please Note: This module is part of Surgent's Audit Skills Training: Level I.)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 Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting & Finance Professionals
Available Until
Online
2.00 Credits
Member Price: $476
Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advise their clients regarding how Trump Accounts operate. The course will also discuss the comparison between Trump Accounts and other accounts, such as 529 Plans and Roth IRAs. In addition, coverage will be provided on how the pilot program will function to give $1,000 to newborns. Note: This is an on-demand webcast self-study course.
Surgent's Unconscious Bias in the Workplace
Available Until
Online
2.00 Credits
Member Price: $356
This interactive professional development course explores the concept of unconscious bias and its impact on workplace dynamics, decision-making and organizational culture. Through engaging exercises, real-world case studies and reflective activities, participants will gain a deeper understanding of how implicit attitudes shape perceptions and behaviors -- often without conscious awareness. The course empowers learners to recognize their own biases, understand their origins and develop strategies to mitigate their effects in professional settings. Participants will leave with actionable tools to foster a more inclusive, equitable and respectful workplace.Note: This is an on-demand webcast self-study course.
Surgent's Understanding Derivatives & Hedge Accounting: A Simplified Guide for CPAs
Available Until
Online
2.00 Credits
Member Price: $196
This course provides CPAs with a comprehensive understanding of derivatives and hedging in financial management. Participants will explore the fundamentals of derivatives, their strategic role in risk management and the differences between hedge accounting and traditional accounting methods. The course specifically covers fair value, cash flow and net investment hedges and discusses their practical applications. This course also addresses hedge accounting, including designation, documentation and effectiveness testing.Note: This is a downloadable self-study course.
Surgent's Understanding How the IRS Rewards Whistleblowers
Available Until
Online
2.00 Credits
Member Price: $356
In 2006, Congress passed the Tax Relief and Health Care Act. Prior to the Act's passage, rewards to individuals who provided information to the IRS regarding tax fraud were capped at $10 million. The Tax Relief and Health Care Act authorized the IRS to create a Whistleblower Office dedicated to investigating, processing and recovering claims concerning the underpayment of taxes. Under the IRS' new program, whistleblowers may recover 15 to 30 percent of the amount collected provided the taxes and amounts in dispute exceed $2 million. If the whistleblower's claim does not meet these criteria, the IRS may still consider granting an award under its pre-2006 Tax Relief Act discretionary authority. Given the rapid growth of this program, practitioners should have a basic understanding of the procedure and content for IRS Whistleblower claims, both from the perspective of a claimant's potential to recover and a taxpayer's exposure to liability.Note: This is an on-demand webcast self-study course.