CPE Course Catalog

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Start Date

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Vendor

Event Type

Credits

2.00

Difficulty: Basic

Wednesday, April 22 2026 10:00AM - 12:00PM

Surgent's How to Effectively Represent Clients Under IRS Audit

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Basic

Wednesday, April 22 2026 1:00 PM - 3:00 PM

Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Basic

Thursday, April 23 2026 10:00AM - 12:00PM

Surgent's A Complete Guide to Reporting Form 1099-DA

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Basic

Thursday, April 23 2026 10:00AM - 12:00PM

Surgent's Excel: Mastering PivotTables

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Intermediate

Thursday, April 23 2026 12:00PM - 2:00 PM

Surgent's Use the Data Model to Build More Powerful PivotTables

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

4.00

Difficulty: Intermediate

Thursday, April 23 2026 9:00 AM - 12:30PM

Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

4.00

Difficulty: Update

Thursday, April 23 2026 9:00 AM - 12:30PM

Surgent's 2025 Tax Update for Client Advisory Services

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

2.00

Difficulty: Update

Thursday, April 23 2026 10:00AM - 12:00PM

Surgent's Controllership Skills Update - Budgeting, Forecasting, and Big Data

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Basic

Thursday, April 23 2026 10:00AM - 12:00PM

Surgent's Contract Law for Accounting and Finance Professionals

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Basic

Thursday, April 23 2026 10:00AM - 12:00PM

Surgent's Implementing Subscription Pricing to Your Practice

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

1.00

Difficulty: Basic

Thursday, April 23 2026 2:00 PM - 3:00 PM

Surgent's Reasonable Suspicion

Type
Scheduled

Member
$79.00

Non-Member
$99.00

Credits

2.00

Difficulty: Basic

Thursday, April 23 2026 3:00 PM - 5:00 PM

Surgent's Managing Up the Ladder

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Advanced

Friday, April 24 2026 1:00 PM - 3:00 PM

Surgent's Successfully Completing an Estate Tax Return -- Form 706

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Intermediate

Friday, April 24 2026 1:00 PM - 3:00 PM

Surgent's Tax Research

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

3.00

Difficulty: Basic

Friday, April 24 2026 2:00 PM - 5:00 PM

Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities

Type
Scheduled

Member
$159.00

Non-Member
$229.00

Credits

2.00

Difficulty: Basic

Friday, April 24 2026 12:00PM - 2:00 PM

Surgent's The Accountant as the Expert Witness

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

4.00

Difficulty: Basic

Friday, April 24 2026 9:00 AM - 12:30PM

Surgent's Management Fundamentals

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

2.00

Difficulty: Basic

Monday, April 27 2026 2:00 PM - 4:00 PM

Surgent's Home Office Rules

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Overview

Monday, April 27 2026 2:00 PM - 4:00 PM

Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Intermediate

Monday, April 27 2026 10:00AM - 12:00PM

Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Basic

Monday, April 27 2026 2:00 PM - 4:00 PM

Surgent's Tax Reporting for Executive Compensation

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

4.00

Difficulty: Basic

Monday, April 27 2026 11:00AM - 2:30 PM

Surgent's Ethical Considerations for the CPA

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

4.00

Difficulty: Basic

Monday, April 27 2026 1:00 PM - 4:30 PM

Surgent's Managing People Through Motivation

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

4.00

Difficulty: Basic

Monday, April 27 2026 9:00 AM - 12:30PM

Surgent's Accountability and Action

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

2.00

Difficulty: Basic

Monday, April 27 2026 11:00AM - 1:00 PM

Surgent's Purchase and Sale of a Residence: Critical Tax Issues

Type
Scheduled

Member
$99.00

Non-Member
$129.00

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