Professional Development and Event Catalog
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AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
Tuesday, Dec. 8 1:00pm - 2:00pm
Online
1.00 Credits
Member Price: $55
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This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case studies, you'll gain a deeper understanding of how to navigate ethical challenges while maintaining compliance with professional standards. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Business Etiquette and Mindfulness
Tuesday, Dec. 8 1:00pm - 2:10pm
Online
1.20 Credits
Member Price: $39
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In today's fast-paced and interconnected workplace, success depends as much on how we show up as what we know. Business Etiquette and Mindfulness is a training designed to help professionals strengthen their communication, presence, and emotional intelligence. Participants will learn practical strategies to demonstrate professionalism, navigate workplace relationships with respect, and stay composed under pressure. Through engaging discussions, real-world scenarios, and mindfulness exercises, this course helps individuals build the awareness and confidence needed to lead with empathy, manage stress effectively, and represent their organization with excellence. Whether you're an emerging professional or an experienced leader, this session provides actionable tools to enhance focus, foster collaboration, and create a more mindful, inclusive workplace culture.
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Emerging Risks and Resilience - How Accountants and Finance Professionals are Leading the Way - Part 1 Building Organizational Resilience in a Chang
Tuesday, Dec. 8 1:00pm - 2:15pm
Online
1.40 Credits
Member Price: $39
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This is Part 1 of a 5 part series on Emerging Risks - How Accountants and Finance are leading the way The rapid evolution of technology, globalization, and regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance, and auditing. Innovations such as artificial intelligence, blockchain, and big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity, and ethical decision-making. In accounting and finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias, and the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency, and adaptability to new reporting standards, including sustainability and ESG disclosures. Geopolitical instability, economic volatility, and evolving regulatory pressures add layers of uncertainty to financial reporting and audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals and organizations, and highlights proactive strategies for risk management, continuous learning, and technological competency.
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How to Audit Prepaid Expenses
Tuesday, Dec. 8 1:00pm - 2:47pm
Online
2.00 Credits
Member Price: $89
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Understanding how to effectively audit prepaid expenses is a key skill for audit staff. This course provides a comprehensive overview of the fundamentals, including the applicable audit assertions and common risks and threats associated with the prepaid expense balance. Participants will learn how to perform substantive auditing procedures to ensure accuracy and reliability, with guidance on applying these techniques to real-world scenarios. Designed to enhance practical knowledge, this session equips auditors with the tools and confidence needed to navigate prepaid expense audits with proficiency.
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Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?
Tuesday, Dec. 8 1:00pm - 2:49pm
Online
2.00 Credits
Member Price: $89
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What can we learn from one of the largest municipal frauds in U.S. history? Rita Crundwell stole nearly $54 million from the citizens of Dixon, Illinois over the course of two decades. This course examines circumstances that allowed this landmark fraud to occur. We will explore internal control deficiencies and other circumstances that hindered prevention or timely detection of Rita's scheme.
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ChatGPT Deep-Dive Hands-on Bootcamp for CPAs
Tuesday, Dec. 8 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it a tool that every CPA should have a basic understanding of how to use and apply in business. This course will provide a comprehensive review and demonstration of how to put ChatGPT to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of ChatGPT on your computer. Practice files will be provided so you don't have to expose your confidential data. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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K2's AI: Real Tools, Real Results
Tuesday, Dec. 8 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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This session teaches professionals how to move beyond theory and start using AI to work smarter, faster, and more accurately. This hands-on session explores how public accounting and industry finance teams can use AI tools for tasks like reporting, forecasting, audit analytics, and client service. Participants will see real-world examples of automation, gain practical implementation tips, and learn how to balance innovation with professional responsibility. Discover how to measure your AI ROI, enhance productivity, and position your firm or department for success in the AI-driven accounting era.
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Surgent's Excel Shortcuts for Accountants
Tuesday, Dec. 8 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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This webinar presents a variety of time-saving ideas, shortcuts, and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a better alternative to hiding rows or columns, illustrate how to quickly navigate to other workbooks and files, and demonstrate using Excel with styles.
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Surgent's Forms 7217 and 7203
Tuesday, Dec. 8 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $119
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IRS Form 7217 is an IRS tax form required for partners receiving distributions of property from partnerships. Starting for tax years beginning in 2024, a partner who receives property from a partnership must file Form 7217 with his or her annual income tax return. Form 7217 is filed by any partner receiving a distribution of property from a partnership to report the basis of the distributed property, including any basis adjustment to such property as required by Section 732(a)(2) or (b). This new IRS form is part of the IRS's general concern regarding basis shifting in favor of high marginal tax rate related partners. Form 7217 is now required and details the types of property distributed, the aggregate basis, and the allocation of basis to the distributed property. Form 7203 is designed to assist in tracking an S corporation shareholder's stock and debt basis. Form 7203 is a significant improvement from the worksheets the IRS provided formerly and over time will serve to help partners and partnerships keep track of their stock and debt basis. The course covers the structure and organization of Form 7203 as well as how an S corporation shareholder's stock and debt basis are calculated.
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Surgent's Mastering Accounting for Income Taxes
Tuesday, Dec. 8 1:00pm - 4:30pm
Online
4.00 Credits
Member Price: $159
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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.
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Surgent's Tax Planning for Rental Real Estate
Tuesday, Dec. 8 1:00pm - 4:30pm
Online
4.00 Credits
Member Price: $179
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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.
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Mastering the Art of Conflict: CPA Transformative Strategies
Tuesday, Dec. 8 1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $149
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Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in "Crucial Conversations," "Fierce Conversations," and "Leading with Questions." Discover how to build stronger client and colleague relationships and model constructive communication behaviors. This class breaks down transformative strategies into actionable steps that every CPA can master. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?
Tuesday, Dec. 8 1:00pm - 8:40pm
Online
8.00 Credits
Member Price: $250
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Practitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the SSARS preparation of financial statements service and other nonattest engagements.
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Schedule K-1: What Is It and What Do I Do with It?
Tuesday, Dec. 8 1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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This seminar offers a practical and in-depth exploration of IRS Schedule K-1, a critical reporting document issued to taxpayers with interests in pass-through entities such as Partnerships, S Corporations, and Estates or Trusts. Participants will gain a clear understanding of how to interpret and accurately report Schedule K-1 data on Form 1040, with emphasis on common income, deduction, and credit items. The course also demystifies the Qualified Business Income (QBI) Deduction, including eligibility criteria, reporting mechanics, and integration with K-1 data. Key compliance topics-such as basis and loss limitations, material participation rules, and passive activity considerations-will be addressed through practical examples. In addition, attendees will be briefed on recent developments affecting Schedules K-2 and K-3, ensuring they are equipped to navigate evolving international reporting requirements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Introduction to Forensic Accounting
Tuesday, Dec. 8 1:30pm - 5:00pm
Online
4.00 Credits
Member Price: $159
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Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business; however, technology also provides greater opportunities for those willing to commit fraud. Forensic accountants rely on their skills in accounting, coupled with their investigative skills, to explain to clients, courts, and jurors how fraudulent schemes occur and the effect caused by fraud. Forensic accountants also provide expert opinions in calculating damages in litigation and administering bankruptcy estates, as well as a host of other services.
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Supervised AI Agents as Public CPA Audit Team Members
Tuesday, Dec. 8 2:00pm - 2:58pm
Online
1.00 Credits
Member Price: $39
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Should CPAs in public practice use Agentic AI? How? What should I not do? Join us to review how to use AI to assist in Assurance engagements, including testing internal controls. Agentic AI (‘Artificial Intelligence’) is rapidly being deployed by leading audit, compliance, and finance teams. While AI agents are not yet replacing all of today’s knowledge workers like auditors, accountants, and IT security professionals, the knowledge workers that effectively use Agentic AI may soon be replacing those knowledge workers who do not use these tools to drive high quality business growth and scale. AI is moving beyond automation to become a true teammate, especially in the governance, risk, and compliance processes. This session will show how supervised AI agents can work alongside accountants, auditors and IT security professionals to enhance efficiency, consistency, and assurance quality. Of critical importance is training and supervision so that the AI agents accomplish their testing to the intended quality standards. Attendees will leave with a practical view of how AI-powered testing can be applied to both internal and external assurance.
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Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 2 Technology Disruption, Artificial Intelligence and Cybers
Tuesday, Dec. 8 2:00pm - 3:31pm
Online
1.60 Credits
Member Price: $79
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This is Part 2 in the Series of Emerging Risks for Accountants and Finance The rapid evolution of technology, globalization, and regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance, and auditing. Innovations such as artificial intelligence, blockchain, and big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity, and ethical decision-making. In accounting and finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias, and the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency, and adaptability to new reporting standards, including sustainability and ESG disclosures. Geopolitical instability, economic volatility, and evolving regulatory pressures add layers of uncertainty to financial reporting and audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals and organizations, and highlights proactive strategies for risk management, continuous learning, and technological competency.
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Surgent's Tax Reporting for Executive Compensation
Tuesday, Dec. 8 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $99
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This comprehensive course delves into the intricate world of executive compensation, focusing on the taxation and reporting procedures for various types of compensation arrangements. Participants will gain a deep understanding of the key differences between incentive stock options (ISOs) and nonqualified stock options (NQSOs), as well as the tax treatment and reporting requirements for restricted stock awards, stock appreciation rights (SARs), phantom stock plans, and employee stock purchase plans (ESPPs). The course will also cover the accurate analysis of tax forms and schedules used for reporting executive compensation, common tax reporting errors to avoid, and strategies for handling extensions, estimated taxes, and increased IRS scrutiny.
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Take Command of Your Time
Tuesday, Dec. 8 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Current Audit Environment and ASB Activity
Tuesday, Dec. 8 2:00pm - 4:30pm
Online
2.50 Credits
Member Price: $99
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Understanding the current audit environment You'll explore the current audit environment, including the audit challenges triggered by the current environment. Additionally, you'll do a comprehensive review of recent audit pronouncement and exposure drafts. Topics you'll cover include those critical to success in today's rapidly changing regulatory environment, such as: Recently issued audit and attest interpretations Technical questions and answers The ASB workplan