CPE Catalog & Events
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Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025
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Online
2.00 Credits
Member Price: $119
Purpose and organization of Schedule 1-A, Form 1040 Taxpayers who can use Schedule 1-A The relationship of Form 1040 and Schedule 1-A Calculating modified adjusted gross income (MAGI) on Part I, Schedule 1-A The tip deduction, calculated on Part II, Schedule 1-A The overtime deduction, calculated on Part III, Schedule 1-A The car loan interest deduction, calculated on Part IV, Schedule 1-A The senior deduction, calculated on Part V, Schedule s1-A Phase-outs at higher levels of income
Comprehensive Accounting and Financial Reporting Update
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Online
4.00 Credits
Member Price: $149
The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.
The Ethic of Recruitment and Selection
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success
Architecture of Persuasion: Ethos, Logos, and Pathos
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Ethos, Logos, Pathos frameworkCredibility and authority in professional communicationLogical argument structure and clarityEmotional dynamics and engagementEmotional contrast and volatility in persuasive messagingBalancing persuasive appealsApplication analysis of professional communication examples
How to Audit Cash
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Auditing CashAudit assertions, risks, and threats to the cash balanceAuditing procedures to perform
IRS Penalties and Abatements
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Hot Topics Audit & Attest Update - 2026
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
Smarter Tax Services with Artificial Intelligence (AI) Tools
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI technology and how it worksIdentify where AI can be incorporated into tax research, planning, and compliance servicesDiscover new opportunities to enhance your client advisory tax services with AI toolsReview the market of emerging and AI enhanced tax software toolsLearn about the newest generation of AI enable 1040 source document collection and organizer applicationsReview specific use cases for generative AI tools (e.g. ChatGPT, Microsoft Copilot) in your tax services
Mastering SSARS: From Compilation to Preparation Engagements
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The SSARS landscapeReview engagementsCompilation engagementsPreparation engagementsSelecting from the menu of SSARS engagementsAICPA quality management standardsIndependence and other ethical considerationsConsiderations when changing the level of servicePitfalls to avoidBest practices to adopt
AI & Accounting in Retail
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:AI-powered personalization and its impact on revenue recognitionDynamic pricing models and tax compliance risksAI in demand forecasting, inventory valuation, and COGS calculationsIntegration challenges with ERP and POS systemsGovernance, ethics, and auditability of AI decisionsData quality, audit trails, and regulatory documentationAI-assisted fraud detection, financial controls, and oversight
Tax Season and OBBBA Update for Business with Steve Dilley
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Update on significant 2025-26 business tax developments and related cases and rulingsReview of recent business tax provisions and their integration into tax formsDepreciation changes in Section 179 and Sec. 168(k) bonus depreciationTax issues impacting “gig” workers, including Form 1099-KRulings on OBBBA of 2025 business provisions.
Compilation, Preparation and Review Basics and Peer Reviews
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.
Identify Leadership Gaps Before Busy Season
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Online
0.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Why leadership capacity gets cappedExternal pressures on public accounting firms: private equity, technology disruption, talent shortageThe three kinds of work: hard (physical), smart (intellectual), uncomfortable (emotional)The cost of saying yes: avoided conversations, rework, and time lost to lower-value workThe inventory: five categories of low-value commitmentsMeetings and events (e.g., meetings without agendas, "got a minute" interruptions, fear of not being in the know)Unrealistic expectations (e.g., scope creep, upward delegation, duties outside the role)Strategies and opportunities (e.g., shiny-object initiatives, unqualified leads, FOMO partnerships)Tasks and projects (e.g., low-priority admin, unnecessary reporting, work that should be delegated, deferred, discontinued, or done differently)Suboptimal performance (e.g., avoided accountability conversations, discount requests, non-revenue activities, technology avoidance)Quantifying the gapEstimating weekly hours lost, applying a conservative haircut, annualizingWhat the reclaimed hours are worth when redirected to highest-value workCommitting to one changeSelecting one inventory item to decline for the next monthNaming the higher-value activity the time will fundWhere this step sits in the broader six-step process for doing uncomfortable work
The Future of Audit: Technology, Talent & Transformation
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Online
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes
Hot Topics Accounting Update - 2026
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
What's Going on at the GASB (2026/27)
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Recent pronouncements issued by the Governmental Accounting Standards Board (GASB)GASB Statement No. 103 (financial reporting model)GASB Statement No. 104 (disclosures for capital assets)cGASB Statement No. 105 (subsequent events)Active GASB exposure drafts and ongoing projects
Forgotten Managerial Accounting Tools for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis
Navigating IRS Correspondence: Responding to IRS Letters
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Types of IRS letters: General notices, audits, collections, return requests, and errors.Deadlines for responding to IRS correspondence.Communication best practices for dealing with the IRS.Avoiding escalation and penalties through proactive responses.Ensuring compliance when addressing IRS correspondence.Real-world examples of successful IRS communications.Common pitfalls in handling IRS letters and how to avoid them.Strategies for advising clients on IRS correspondence.
Business Partnerships: Managing Supplier Relationships
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials
Fraud Busters: Controls to Prevent & Detect Fraud
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them