CPE Course Catalog

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Credits

4.00

Difficulty: Intermediate

Friday, May 30 2025 9:00 AM - 12:30PM

Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

8.00

Difficulty: Update

Friday, May 30 2025 9:00 AM - 5:00 PM

Surgent's Annual Accounting and Auditing Update

Type
Scheduled

Member
$279.00

Non-Member
$399.00

Credits

8.00

Difficulty: Update

Friday, May 30 2025 9:00 AM - 5:00 PM

The Best Federal Tax Update Course by Surgent

Type
Scheduled

Member
$279.00

Non-Member
$399.00

Credits

8.00

Difficulty: Update

Saturday, May 31 2025 9:00 AM - 5:00 PM

The Best Individual Income Tax Update Course by Surgent

Type
Scheduled

Member
$279.00

Non-Member
$399.00

Credits

4.00

Difficulty: Intermediate

Saturday, May 31 2025 1:00 PM - 4:30 PM

Surgent's Examining ASC 842, Leases: More Than Meets the Eye

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

2.00

Difficulty: Basic

Monday, June 2 2025 1:00 PM - 3:00 PM

Surgent's Excel: Mastering PivotTables

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Basic

Monday, June 2 2025 10:00AM - 12:00PM

Surgent's Excel Budgeting Ideas

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Basic

Monday, June 2 2025 1:00 PM - 3:00 PM

Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Intermediate

Monday, June 2 2025 1:00 PM - 3:00 PM

Surgent's Annual Update for Defined Contribution Plans

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Intermediate

Monday, June 2 2025 1:00 PM - 3:00 PM

Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Basic

Monday, June 2 2025 2:00 PM - 4:00 PM

Surgent's Implementing Subscription Pricing to Your Practice

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Intermediate

Monday, June 2 2025 1:00 PM - 3:00 PM

Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

4.00

Difficulty: Basic

Monday, June 2 2025 1:00 PM - 4:30 PM

Surgent's Coaching Skills for Managers and Supervisors

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

2.00

Difficulty: Basic

Monday, June 2 2025 3:00 PM - 5:00 PM

Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Intermediate

Monday, June 2 2025 10:00AM - 12:00PM

Surgent's Understanding Partnership Taxation: Debt Allocations

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

4.00

Difficulty: Intermediate

Monday, June 2 2025 9:00 AM - 12:30PM

Surgent's Project Management: Tips, Tricks, and Traps

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

4.00

Difficulty: Basic

Monday, June 2 2025 9:00 AM - 12:30PM

Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

8.00

Difficulty: Intermediate

Tuesday, June 3 2025 9:00 AM - 5:00 PM

Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships

Type
Scheduled

Member
$279.00

Non-Member
$399.00

Credits

2.00

Difficulty: Basic

Tuesday, June 3 2025 10:00AM - 12:00PM

Surgent's Handling Difficult People

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

4.00

Difficulty: Intermediate

Tuesday, June 3 2025 1:30 PM - 5:00 PM

Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer

Type
Scheduled

Member
$169.00

Non-Member
$239.00

Credits

1.00

Difficulty: Basic

Tuesday, June 3 2025 3:00 PM - 4:00 PM

Surgent's Data Security: Best Practices to Protect Your Business and Yourself

Type
Scheduled

Member
$79.00

Non-Member
$99.00

Credits

2.00

Difficulty: Basic

Tuesday, June 3 2025 3:00 PM - 5:00 PM

Surgent's Incredible Leadership Transformations in Accounting - Ways to Improve Leadership and Communication

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Intermediate

Tuesday, June 3 2025 1:00 PM - 3:00 PM

Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Basic

Tuesday, June 3 2025 10:00AM - 12:00PM

Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties

Type
Scheduled

Member
$99.00

Non-Member
$129.00

Credits

2.00

Difficulty: Basic

Tuesday, June 3 2025 10:00AM - 12:00PM

Surgent's Raising Financially Capable Children

Type
Scheduled

Member
$99.00

Non-Member
$129.00

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