CPE Catalog
Chronological events are listed below the Featured events.
We are pleased to offer live CPE seminars throughout the year. These are virtual presentations with a live instructor allowing for live interaction. These seminars are listed in the Seminars tab below.
Select Estate and Life Planning Issues for the Middle-Income Client
Available Until
On-Demand Webcast
4.00 Credits
Member Price: $129
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.
Simply Auditing Not-for-Profits Efficiently
Available Until
On-Demand Webcast
4.00 Credits
Member Price: $129
It's crazy to try to audit not-for-profits in the same manner that you do for-profits! The sane approach to auditing not-for-profits is to incorporate what makes them unique into the planning and performance of the audit. This course is designed to help you do just that! Obtain a superior working knowledge of auditing not-for-profit entities effectively and efficiently.
Single Auditing Made Simple
Available Until
On-Demand Webcast
8.00 Credits
Member Price: $199
Single auditing can seem so complex! With literally thousands of pages of potential AICPA, GAO and OMB literature coming together for the audit of one client, auditors can easily lose focus and confidence in what they are supposed to do. It does not have to be that way! This course is designed to sharpen your skills and knowledge in performing single audits (including the impact of the 2024 revision to the Uniform Guidance for Federal Awards). Over 30 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in single auditing today.
Six Common Barriers to Investment Success
Available Until
On-Demand Webcast
2.00 Credits
Member Price: $89
Many of us expect to use logic when it comes to how we allocate our investments. The adage of "buy low, sell high" is a saying that makes logical sense. So, why do we always seem to do the opposite? Every day we are faced with decisions, and we are often influenced by two seemingly opposing voices that come from two different parts of our brain. The frontal cortex processes lots of information to help us make logical and informed choices. But there's also a small part of the brain, known as the reflexive brain, that is responsible for emotions and survival instincts. Often, this reflexive brain can have a detrimental effect on the way we handle our investments. This course will discuss some behavioral biases that affect our financial decisions. As humans, we need to be aware of how our reflexive behavior impacts our investment decision-making ability. By uncovering and understanding these biases, we may have a better chance of meeting our long-term financial goals.
Small-Business Accounting, Audit, and Attest Update
Available Until
Downloadable PDF
4.00 Credits
Member Price: $79
Specifically tailored for practitioners who not only perform audits but also provide other attest and nonattest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, auditing, and SSARS standards, as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations to help you understand and apply the new guidance and will get you up to speed on the things that are most important to your smaller and medium-sized clients. This course covers recently released FASB ASUs, AICPA Auditing Standards, AICPA SSARSs, and the soon-to-be-effective Statements on Quality Management Standards (SQMS). Lastly, we will cover the results of the FASB's final PIR report on ASC 606, Revenue.
Smart Formula Selection in Excel: What to Use When
Available Until
On-Demand Webcast
2.00 Credits
Member Price: $109
Excel gives you multiple ways to solve the same problem, but which formula is the right one? This course teaches a decision-based approach to function selection, helping you confidently choose between similar and competing functions. Through real-world examples and side-by-side comparisons, you'll learn when IFS or SWITCH is cleaner than nested IFs, how SUMPRODUCT can help with complex summarizing data, how to use LET in place of defined names, and much more. This course is ideal for professionals who want to make smarter, faster formula choices that are easier to maintain and audit.
Social Security and Medicare: Planning for You and Your Clients
Available Until
Downloadable PDF
2.00 Credits
Member Price: $219
Social Security seems poised for changes in benefits and eligibility age. 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.
Social Security and Medicare: Planning for You and Your Clients
Available Until
On-Demand Webcast
8.00 Credits
Member Price: $199
Social Security seems poised for changes in benefits and eligibility age. 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.
Social Security: Dispelling Common Myths with Essential Truths
Available Until
On-Demand Webcast
2.00 Credits
Member Price: $109
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these coveted monthly benefits. This course dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients navigate their claiming age decisions with greater confidence, equipped with the essential truths they should consider before pushing the Social Security "on" button.
Stock vs. Asset Acquisitions of C Corporations
Available Until
On-Demand Webcast
2.00 Credits
Member Price: $89
A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation's ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all or a majority of the business assets. The seller and the buyer are usually at odds over how to structure the acquisition. Accounting and finance professionals advising their clients should be fully conversant in the tax rules that apply to stock and asset acquisitions. Discussing and explaining those rules is the focus of this course.
Strategies for Maximizing Social Security Benefits
Available Until
On-Demand Webcast
2.00 Credits
Member Price: $89
As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and the alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.
Succession Planning for the Small Business Owner: Finding the Exit Ramp
Available Until
On-Demand Webcast
4.00 Credits
Member Price: $129
The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.
Succession Planning for the Small Business Owner: Finding the Exit Ramp
Available Until
Downloadable PDF
4.00 Credits
Member Price: $79
The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.
Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
Available Until
Downloadable PDF
0.00 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.
Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
Available Until
On-Demand Webcast
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.
Surgent's Unlimited Plus Package
Available Until
Online
0.00 Credits
Member Price: $625
Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format--plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking tax updates and specialized courses. Order now and you'll receive access instructions via email, so you'll be able to start right away!Package includes 12 months of access to: - Over 8000 credits- 1,200+ live webinars- 190+ self-study PDF courses- 100+ on-demand webcasts- Surgent's exclusive premium courses As a member, you pay just $625.00 - 25% off Surgent's retail price!Non-Members save too - only $825!Why Choose the Unlimited Plus Package?Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format--plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking updates, specialized courses, and our Weekly Expert Hour.Order now and you can access your package directly from Learning/Access Your Surgent Self-Study and Package. You'll be able to start registering for webinars and accessing self-study courses right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase. Click here to see what's included. PLEASE NOTE - Delaware Ethics is excluded from this package.
Surgent's Unlimited Self-Study Package
Available Until
Online
0.00 Credits
Member Price: $380
This package includes every PDF download course in Surgent's catalog - over 250 courses, each from 2-16 credits. As a member, you pay just $380.00 - 29% off the retail price!Non-Members save too - just $480! Get 12 months of access to the most practical guidance and analysis in the industry in the form of downloadable pdfs. With over 250 courses, including ethics, accompanied by reference materials, you can learn anytime, anywhere at a pace that works for you. And when you are ready, take the test with instant results and immediate certificate delivery. Order today and immediately start downloading the course material you need for the next 12 months.Package includes annual access to: - 1,200+ credits- 250+ downloadable courses- Reference material downloads- Instant test results- Immediate certificate delivery What's included? Click here to view the current course list. Order now and you can access your package directly from Learning/Access Your Surgent Self-Study and Package. You'll be able to start accessing self-study courses right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase. PLEASE NOTE - This package does not include Delaware Ethics.
Surgent's Unlimited Webinar Package
Available Until
Online
0.00 Credits
Member Price: $520
Get unlimited access to the entire Surgent webinar catalog!With 40+ webinars offered every week, including weekends, airing at a variety of convenient times throughout the day and evening, you'll never have to worry about webinars fitting into your schedule. And with the most modern webinar platform in the industry and interactive courses with renowned expert discussion leaders, you'll get the guidance and analysis you need with an unmatched customer experience. As a member, you pay just $520.00 - 30% off Surgent's retail price!Non-Members save too - only $699!Why Choose the Unlimited Webinar Package? - Get unlimited access to over 1200 webinars- Enjoy 12 months of access, available one year from the date of purchase- Includes 1-, 2-, 3-, 4-, and 8-hour options in all the topics CPAs need. Up to 5,000 credits!- Choose from daily options at many convenient times, including evenings, lunch hours, and Saturdays- You'll earn live CPE credit without exams (certificates delivery within 24 hours)- All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching)- Technical support and interactive Q&A are available throughout all webinars. Order now and you can access your package directly from Learning/Access Your Surgent Self-Study and Package. You'll be able to start registering for webinars right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase.________________________________________What's included? Click here to view the current course list.* Note: this package does not include premium webinars or Delaware Ethics.
Surgent's Weekly Expert Hour: Implications of the 2024 Election Results (Original Air Date: 11/7/24)
Available Until
On-Demand Webcast
1.00 Credits
Member Price: $49
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series.
Surgent's Weekly Expert Hour (Original Air Date: 10/03/24)
Available Until
On-Demand Webcast
1.00 Credits
Member Price: $49
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series.