CPE Catalog & Events
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
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Online
4.0 Credits
Member Price: $159
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 20 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.
Surgent's Tax Planning for Rental Real Estate
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Online
4.0 Credits
Member Price: $179
The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity. How do you know if someone is a real estate professional? In this course, we will explore all these issues and many more. Through real-world examples and discussion, this course will delve into exceptions to rental status, qualifications for material participation, and requirements for active status. Additionally, we will cover the QBI and Section 1237 safe harbors and touch on some planning ideas related to depreciation recapture.
Advanced Personal Financial Planning Update 26-27
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Online
8.0 Credits
Member Price: $329
New personal financial planning strategies are emerging due to passage of the One Big Beautiful Bill and evolving personal goals in difficult economic and legal environments. Drawn from recent publications and government directives, this course reviews the latest financial strategies and planning changes from the past year in insurance, investments, tax, estate and retirement, including Social Security and Medicare. Additionally, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.
Basic Staff Tax Training: Individual 26-27
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Online
8.0 Credits
Member Price: $329
This course will help you master individual income tax return preparation! It will improve your understanding of the basics, focusing on the law and compliance associated with Form 1040. It is an excellent overview of the process for new preparers and a refresher for the more seasoned professional.
S Corporation (Form 1120S) — Formation to Liquidation 26-27
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Online
8.0 Credits
Member Price: $329
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a S corporation course focusing on the birth, growth, maturity, and death of a closely held S corporation. This case driven course will deal with S corporation income tax laws from formation to liquidation. This class will review S corporation tax law by looking at case studies addressing issues and problems at both the S corporation and shareholder level. Each attendee will receive the most comprehensive reference manual with numerous practice aids and real-world examples and case studies.
U.S. GAAP Disclosures for Non-Public Entities 26-27
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Online
8.0 Credits
Member Price: $329
Disclosure has never been more critical. This course covers the most commonly encountered U.S. GAAP disclosure requirements. The course is an overview of the FASB Accounting Standards Codification and its more significant disclosure requirements applicable to non-public entities. In addition to U.S. GAAP, the course includes discussion of disclosure requirements for financial statements prepared using a special purpose framework, e.g., tax basis.
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
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Online
8.0 Credits
Member Price: $279
Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff focus on the essential amidst the cacophony of IRS and legislative changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.
Surgent's Mastering Client Management for Accounting and Finance Professionals
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Online
2.0 Credits
Member Price: $99
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.
Surgent's Top Business Tax Planning Strategies
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Online
2.0 Credits
Member Price: $99
Business strategies for 2026 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.
Surgent's S Corporation Core Tax Issues From Formation Through Liquidation
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Online
8.0 Credits
Member Price: $279
As experienced staff members master the preparation intricacies of an 1120-S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both theory and practice overarching principles that govern S corporations from formation to revocation, termination and liquidation. Experienced, client-facing staff should be aware of the pitfalls that may inadvertently cause an S-status termination or may generate unintended tax consequences to shareholders.
Advanced Personal Financial Planning Update 26-27
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Online
8.0 Credits
Member Price: $329
New personal financial planning strategies are emerging due to passage of the One Big Beautiful Bill and evolving personal goals in difficult economic and legal environments. Drawn from recent publications and government directives, this course reviews the latest financial strategies and planning changes from the past year in insurance, investments, tax, estate and retirement, including Social Security and Medicare. Additionally, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.
Basic Staff Tax Training: Individual 26-27
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Online
8.0 Credits
Member Price: $329
This course will help you master individual income tax return preparation! It will improve your understanding of the basics, focusing on the law and compliance associated with Form 1040. It is an excellent overview of the process for new preparers and a refresher for the more seasoned professional.
S Corporation (Form 1120S) — Formation to Liquidation 26-27
-
Online
8.0 Credits
Member Price: $329
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a S corporation course focusing on the birth, growth, maturity, and death of a closely held S corporation. This case driven course will deal with S corporation income tax laws from formation to liquidation. This class will review S corporation tax law by looking at case studies addressing issues and problems at both the S corporation and shareholder level. Each attendee will receive the most comprehensive reference manual with numerous practice aids and real-world examples and case studies.
U.S. GAAP Disclosures for Non-Public Entities 26-27
-
Online
8.0 Credits
Member Price: $329
Disclosure has never been more critical. This course covers the most commonly encountered U.S. GAAP disclosure requirements. The course is an overview of the FASB Accounting Standards Codification and its more significant disclosure requirements applicable to non-public entities. In addition to U.S. GAAP, the course includes discussion of disclosure requirements for financial statements prepared using a special purpose framework, e.g., tax basis.
2026 Business Tax Credits
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Online
1.0 Credits
Member Price: $55
Tax credit and incentive programs offer significant but rarely utilized savings. This presentation will introduce the most important federal and California tax credits and incentives available to business taxpayers. Attendees will hear an overview of these benefits and learn how to identify these opportunities for their clients.
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
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Online
4.0 Credits
Member Price: $159
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?
Surgent's Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
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Online
4.0 Credits
Member Price: $159
Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term "basis," we really could be referring to one of three different things. This course will explore the differences between inside basis, outside basis, and 704(b) basis. Through several examples and practice problems, we will show you how to easily distinguish among these terms. We will also explore the tax implications of initial contributions of property to a partnership as well as the different types of partnership distributions.
Surgent's Preparing and Writing Findings in Yellow Book and Single Audits
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Online
4.0 Credits
Member Price: $159
Reporting findings under the Yellow Book and single audit standards comes with unique rules - but mastering them is easier than you think. This course gives you the tools and techniques to prepare, write, and present findings that meet the GAO and OMB requirements while sparking meaningful improvements for your clients. You'll learn exactly what to report, how to report it, and where to report it so you can deliver results with clarity, compliance, and impact.
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
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Online
3.0 Credits
Member Price: $149
Buying and selling a business can be a complex transaction with many tax issues. These issues include whether the transaction is or should be a stock or an asset sale when the business involved is a corporation, as well as the tax consequences associated with the sale of a partnership or a C or S corporation. Accounting and finance professionals who advise clients who are buying or selling a business primarily focus on the tax issues that apply. This program explains and analyzes the tax issues practitioners must address in order to properly advise clients who are either buyers or sellers of businesses.
Advanced Staff Tax Training: Individual 26-27
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Online
8.0 Credits
Member Price: $329
This course will elevate your individual income tax preparation skills and knowledge. It will help you go beyond the basics and will help you provide superior service to your clients. We will cover topics including taxation of investments, reporting of partnership and S-corporation income, net investment income tax, calculation of self-employment taxes, household employer taxes, social security taxation, basic retirement planning opportunities and Alternative Minimum Tax (AMT). In addition, we will also do a review of loss limitations and much more.