CPE Catalog & Events
Surgent's The Nimble Business: How to Thrive in a Rapidly Changing World
Available Until Apr. 30, 2026
Online
1.00 Credits
Member Price: $49
The recent pandemic showed us one very important thing: the nimble business was in a far better position to change quickly and survive. Some organizations are nimbler, but why? The reason is that they know that change will happen quickly, and they specifically plan for that change. This program will take a look at planning and direct the participant into a planning system that is established to handle change more quickly.Delivery Method: On-Demand WebcastCPE Credit: Business management & organizationProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $109
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.Delivery Method: On-Demand WebcastCPE Credit: Information technologyProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's The Role of the Whistle-Blower
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $89
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.Delivery Method: On-Demand WebcastCPE Credit: AuditingProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's The Top Five Tax Issues in Dealing with LLCs and Partnerships
Available Until Apr. 30, 2026
Online
4.00 Credits
Member Price: $79
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.Delivery Method: DownloadCPE Credit: TaxesProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's The Yellow Book Performance and Reporting Requirements for Attestation Engagements
Available Until Apr. 30, 2026
Online
1.00 Credits
Member Price: $49
When auditors perform attestation engagements and reviews of financial statements under the Yellow Book, they must apply additional performance and reporting requirements. This course is designed to help you understand and effectively apply the Yellow Book performance and reporting requirements for attestation engagements and reviews of financial statements.Delivery Method: On-Demand WebcastCPE Credit: Auditing (governmental)Program Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's The Yellow Book Performance and Reporting Requirements for a Financial Audit
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $89
When auditors perform financial audits under the Yellow Book, they must apply nine areas of additional performance requirements and seven areas of additional reporting requirements. This course is designed to help you understand and effectively apply the Yellow Book performance and reporting requirements to financial audits.Delivery Method: On-Demand WebcastCPE Credit: Auditing (governmental)Program Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
Available Until Apr. 30, 2026
Online
16.00 Credits
Member Price: $219
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.Delivery Method: DownloadCPE Credit: TaxesProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's This Year's Top Tax and Financial-Planning Ideas
Available Until Apr. 30, 2026
Online
4.00 Credits
Member Price: $79
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.Delivery Method: DownloadCPE Credit: TaxesProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's Time Management for Professionals
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $89
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.Delivery Method: On-Demand WebcastCPE Credit: Personal developmentProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's Top 10 Technology Risks and Trends Every CPA Should Know
Available Until Apr. 30, 2026
Online
1.00 Credits
Member Price: $49
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.Delivery Method: On-Demand WebcastCPE Credit: AuditingProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the NEW Proposed
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $89
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.Delivery Method: On-Demand WebcastCPE Credit: TaxesProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's Top Business Tax Planning Strategies
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $89
Business tax changes that come from legislation, IRS pronouncements of various kinds, and court cases. This program analyzes the new opportunities that these tax changes offer to businesses and their owners.Delivery Method: On-Demand WebcastCPE Credit: TaxesProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's Top Individual Tax Planning Strategies
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $89
The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contained tax law changes that impact many individuals in 2023 and in later years. This program covers many of these changes as well as other tax topics that continue to impact individual income taxpayers.Delivery Method: On-Demand WebcastCPE Credit: TaxesProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election
Available Until Apr. 30, 2026
Online
4.00 Credits
Member Price: $129
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. In this webinar, our expert panel will cover 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.Delivery Method: On-Demand WebcastCPE Credit: TaxesProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's U.S. GAAP vs. IFRS - Rev Rec & Business Combinations
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $49
This course provides an overview of the similarities and key differences between the revenue recognition and business combination standards issued by the FASB and IASB. While these standards are similar in many material respects, there are notable differences that are good to understand. However, this course is not intended to provide an exhaustive discussion of these differences.Delivery Method: DownloadCPE Credit: AccountingProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach
Available Until Apr. 30, 2026
Online
3.00 Credits
Member Price: $54
This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under GILTI (Global Intangible Low-Taxed Income), Subpart F, and PFIC (Passive Foreign Investment Company) regimes. The case study will further evaluate tax impact of subsequent distributions from the foreign corporation and sales of its stock. A compare-and-contrast approach will highlight the different outcomes of these regimes for individuals and for C corporations, empowering participants to advise their clients on the most tax efficient way to structure their international investments.Delivery Method: On-Demand WebcastCPE Credit: TaxesProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's UiPath: Step into RPA
Available Until Apr. 30, 2026
Online
1.00 Credits
Member Price: $49
Surgent has partnered with UiPath(TM), the world's leading robotic process automation (RPA) software company, to provide this CPE course that gives learners practical application in RPA. Participants in this course receive an engaging introduction to RPA through an experiential, use-case approach. They learn how general, real-world problems can be solved in a non-RPA environment. The course teaches skills that enable participants to create a robot using free UiPath software to automate the solution. By automating repetitive tasks and streamlining workflows with RPA, firms and their employees can benefit from fewer errors, increased productivity, and job satisfaction.Delivery Method: DownloadCPE Credit: Information technologyProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's Understanding Derivatives and Hedge Accounting: A Simplified Guide for CPAs
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $49
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.Delivery Method: DownloadCPE Credit: AccountingProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's Understanding How the IRS Rewards Whistleblowers
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $89
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.Delivery Method: On-Demand WebcastCPE Credit: TaxesProgram Level: OverviewThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's Understanding Non-Compete Agreements
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $89
The enforceability of non-compete agreements in the U.S. is in flux. While the FTC's proposed ban is on hold pending legal proceedings, existing state laws continue to govern the validity of non-compete clauses. Some states, like California, Oklahoma, and North Dakota, prohibit non-compete agreements, while others enforce them under certain conditions. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships, and specialized training, among others. Today, employees are more likely to be asked to sign non-compete agreements as a condition of employment. Non-compete agreements are also a common component of a business sale agreement. This program surveys non-compete agreements from all angles, including the current state of play regarding the usefulness and enforceability of agreements going forward. Whether you advise individual clients or work for an employer, this course provides an understanding of common issues that arise in the negotiation and enforcement of non-competes.Delivery Method: On-Demand WebcastCPE Credit: Business lawProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.