CPE Catalog & Events
Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $89
Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S corporations, understanding how shareholder basis and the equity section of the balance sheet work together for tax purposes is imperative for nearly any tax practitioner. In this course, we will discuss this relationship. Using examples and illustrations, we will show how contributions, operating transactions, and distributions affect shareholder basis as well as equity.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 Understanding the High-Stakes Mega Issues in A&A Today
Available Until Apr. 30, 2026
Online
4.00 Credits
Member Price: $129
With so much of significance going on currently in the world of A&A today, you need to be able to make sense of the key drivers of our profession. In this course, we will review the key aspects of the events that are impacting practitioners and financial statement preparers alike. Specifically, because technology is rapidly transforming our profession, we'll review current trend and risks related to technology. Next, while many COVID-19 accounting considerations have passed, the issue of going concern is likely to last for the next several accounting periods. We'll review the disclosure and reporting issues related to this complex topic. With the private company implementation date for ASC 842 now here, we'll review the new lease accounting guidance. Then, we'll wrap up the course with a discussion of peer review findings and engagement quality initiatives.Delivery Method: On-Demand WebcastCPE Credit: AccountingProgram 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 Understanding the High-Stakes Mega Issues in A&A Today
Available Until Apr. 30, 2026
Online
4.00 Credits
Member Price: $79
With so much of significance going on currently in the world of A&A today, you need to be able to make sense of the key drivers of our profession. In this course, we will review the key aspects of the events that are impacting practitioners and financial statement preparers alike. Specifically, because technology is rapidly transforming our profession, we'll review current trends and risks related to technology. Next, while many COVID-19 accounting considerations have passed, the issue of going concern is likely to last for the next several accounting periods. We'll review the disclosure and reporting issues related to this complex topic. With the private company implementation date for ASC 842 now here, we'll review the new lease accounting guidance. Then, we'll wrap up the course with a discussion of peer review findings and engagement quality initiatives.Delivery Method: DownloadCPE Credit: AccountingProgram 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 Unique Tax Attributes of Different Entity Types
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $89
When putting together a financial plan, it is important to remember that the tax situation of the business and the individual are often intertwined. Therefore, decisions about entity type are vitally important. Practitioners need to understand not only how different entities are taxed, but also which taxes will have the greatest impact on the individual owner. In this course, we will explore when self-employment taxes apply to business income, as well as some of the lesser-known taxes that apply to flow-through entities. We will even explore when a PTE election could be helpful to a small business owner.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 Unlimited Plus Package
Available Until Apr. 30, 2026
Online
0.00 Credits
Member Price: $625
Surgent’s 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 tax updates and specialized courses. Order now and you'll receive access instructions via email, so you'll be able to start 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 – 30% off Surgent’s retail price! 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'll receive access instructions via email from info@surgent.com. You'll be able to start registering for live 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. SKU: PLSS-9999-01-SSDL Unlimited Plus Package - State Societies (PLSS) What Is Included in the Package? Show all - https://www.surgentcpe.com/search-all-cpe-courses?Readyforsale=Yes&Includedinunlp= Webinar - https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlp= Self-Study – https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinunlp= Delivery Method: Individual Webcast and On-Demand WebcastProgram Level: VariousThis 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 Unlimited Self-Study Package
Available Until Apr. 30, 2026
Online
0.00 Credits
Member Price: $380
Surgent's Unlimited Self-Study Package Surgent's Unlimited Self-Study 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 -- 30% off Surgent’s retail price! 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’re 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 SKU: LIBS-9999-01-SSDL Unlimited Library packages (LIBS) What’s included? Click here to view the current course list: https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinlibr=True&sref= Delivery Method: On-Demand WebcastProgram Level: VariousThis 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 Unlimited Webinar Package
Available Until Apr. 30, 2026
Online
0.00 Credits
Member Price: $520
Surgent's Unlimited Webinar Package Surgent's Unlimited Webinar Package get unlimited access to our 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 our webinars fitting in 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 – 30% off Surgent’s retail price! 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 24hours) 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 a package now and you'll instructions via email from info@surgent.com. You'll be able to start registering for live webinars courses right away. What’s included? Click here to view the current course list: https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlm=True&sref= * Note: this package does not include premium webinars SKU for catalog: UNWS-9999-01-WEBNR Delivery Method: Individual WebcastProgram Level: VariousThis 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 Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment
Available Until Apr. 30, 2026
Online
4.00 Credits
Member Price: $79
Professional standards are changing with the times and the desire of the AICPA to move the profession into a new era where use of technology will play a key role in an audit and professional skepticism, independence, and quality are emphasized. We are seeing changes already as the AICPA has issued 15 new standards since 2019. This program will discuss SASs 134 through 149.Delivery Method: DownloadCPE Credit: AuditingProgram 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 Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment
Available Until Apr. 30, 2026
Online
4.00 Credits
Member Price: $129
Professional standards are changing with the times and the desire of the AICPA to move the profession into a new era where use of technology will play a key role in an audit and professional skepticism, independence, and quality are emphasized. We are seeing changes already as the AICPA has issued 15 new standards since 2019. This program will discuss SASs 134 through 149.Delivery Method: On-Demand WebcastCPE Credit: AuditingProgram 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 Update on the AICPA's Enhancing Audit Quality Initiative
Available Until Apr. 30, 2026
Online
1.00 Credits
Member Price: $49
Quality should be the primary focus of all engagements. Since initiating its Enhancing Engagement Quality initiative in 2014, the AICPA has been using its peer review program as a way to assess the improvement in engagement quality. In this course, we'll review the latest results from the peer review program and identify common findings in recent peer reviews of audits as well as SSARS engagements.Delivery Method: On-Demand WebcastCPE Credit: AuditingProgram Level: UpdateThis 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 Update on the SECURE 2.0 Act
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $89
This course provides a comprehensive analysis of the SECURE 2.0 Act. The principal focus of the Act is to expand retirement coverage and increase retirement savings. As such, the Act has many important changes relating to IRAs and qualified plans. This legislation alters the landscape of retirement planning for taxpayers of all ages. Make sure you are up to date with the latest information available in order to effectively advise your clients on these important changes.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 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 Using ChatGPT with Excel
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $109
In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT, but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet.Delivery Method: On-Demand WebcastCPE Credit: Computer software & applicationsProgram 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 Using the Work of a Specialist and Internal Audit
Available Until Apr. 30, 2026
Online
2.00 Credits
Member Price: $89
During the audit of the financial statements, an auditor will obtain evidence from many sources to support the account balances, transactions, and events that occurred during the period, as well as the financial statement disclosures. This course discusses the use of management's specialists, the auditor's specialists, inventory counting services, pricing services and internal audit. (Please Note: This module is part of Surgent's Audit Skills Training: Level 5.)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 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 Weekly Expert Hour: Implications of the 2024 Election Results (Original Air Date: 11/7/24)
Available Until Apr. 30, 2026
Online
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.Delivery Method: On-Demand WebcastCPE Credit: TaxesProgram Level: UpdateThis 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 Weekly Expert Hour (Original Air Date: 09/17/20)
Available Until Apr. 30, 2026
Online
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 new weekly series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. We are all aware that the IRS, along with other state and federal regulators, is issuing guidance with increased frequency due to the coronavirus pandemic tax changes. New rules need to be analyzed, dissected, and explained more quickly than in days gone by so that our clients are kept informed of opportunities that may not last long. This weekly series will provide relevant and important tax and financial changes in a quick, concise format. Each week, 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. Please Note: CFP credit is not available for this course in 2021. Delivery Method: On-Demand WebcastCPE Credit: TaxesProgram Level: UpdateThis 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 Weekly Expert Hour (Original Air Date: 10/01/20)
Available Until Apr. 30, 2026
Online
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 new weekly series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. We are all aware that the IRS, along with other state and federal regulators, is issuing guidance with increased frequency due to the coronavirus pandemic tax changes. New rules need to be analyzed, dissected, and explained more quickly than in days gone by so that our clients are kept informed of opportunities that may not last long. This weekly series will provide relevant and important tax and financial changes in a quick, concise format. Each week, 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. Please Note: CFP credit is not available for this course in 2021. Delivery Method: On-Demand WebcastCPE Credit: TaxesProgram Level: UpdateThis 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 Weekly Expert Hour (Original Air Date: 10/03/24)
Available Until Apr. 30, 2026
Online
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.Delivery Method: On-Demand WebcastCPE Credit: TaxesProgram Level: UpdateThis 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 Weekly Expert Hour (Original Air Date: 10/07/21)
Available Until Apr. 30, 2026
Online
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 new weekly series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. We are all aware that the IRS, along with other state and federal regulators, is issuing guidance with increased frequency due to the coronavirus pandemic tax changes. New rules need to be analyzed, dissected, and explained more quickly than in days gone by so that our clients are kept informed of opportunities that may not last long. This weekly series will provide relevant and important tax and financial changes in a quick, concise format. Each week, 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. Please Note: CFP credit is not available for this course in 2021.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.