CPE Course Catalog

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Start Date

End Date

Minimum Credits

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Location

Vendor

Event Type

Credits

2.00

Difficulty: Basic

Tuesday, June 30 2026 1:00PM - 3:00PM

Surgent's Establishing State Residency and Saving Your Clients Money

Type
Scheduled

Member
$99.00

Non-Member
$109.00

Credits

2.00

Difficulty: Basic

Tuesday, June 30 2026 10:00AM - 12:00PM

Surgent's Review and Analysis of Crucial OBBBA Changes

Type
Scheduled

Member
$119.00

Non-Member
$131.00

Credits

8.00

Difficulty: Update

Tuesday, June 30 2026 9:00AM - 5:00PM

The Best Federal Tax Update Course by Surgent

Type
Scheduled

Member
$299.00

Non-Member
$329.00

Credits

2.00

Difficulty: Basic

Tuesday, June 30 2026 10:00AM - 12:00PM

Surgent's The AI-augmented Professional: Practical Tools, Real Risks, and Immediate Use Cases

Type
Scheduled

Member
$99.00

Non-Member
$109.00

Credits

8.00

Difficulty: Basic

Tuesday, June 30 2026 10:00AM - 6:00PM

Surgent's Assessing the Risk of Fraud in a Financial Statement Audit

Type
Scheduled

Member
$279.00

Non-Member
$307.00

Credits

4.00

Difficulty: Intermediate

Tuesday, June 30 2026 1:30PM - 5:00PM

Surgent's Preparing and Writing Findings in Yellow Book and Single Audits

Type
Scheduled

Member
$159.00

Non-Member
$175.00

Credits

2.00

Difficulty: Basic

Tuesday, June 30 2026 11:00AM - 1:00PM

Surgent's Nuts & Bolts of Cryptocurrency Taxation & 1099-DAs

Type
Scheduled

Member
$99.00

Non-Member
$109.00

Credits

4.00

Difficulty: Basic

Tuesday, June 30 2026 9:00AM - 12:30PM

Surgent's You’ve Got This: An Introduction to Yellow Book and Single Audits

Type
Scheduled

Member
$159.00

Non-Member
$175.00

Credits

8.00

Difficulty: Basic

Tuesday, June 30 2026 9:00AM - 5:00PM

Surgent's Social Security and Medicare: Planning for You and Your Clients

Type
Scheduled

Member
$279.00

Non-Member
$307.00

Credits

2.00

Difficulty: Basic

Tuesday, June 30 2026 1:00PM - 3:00PM

Surgent's Excel: Mastering PivotTables

Type
Scheduled

Member
$99.00

Non-Member
$109.00

Credits

2.00

Difficulty: Basic

Tuesday, June 30 2026 1:00PM - 3:00PM

Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025

Type
Scheduled

Member
$119.00

Non-Member
$131.00

Credits

8.00

Difficulty: Basic

Tuesday, June 30 2026 9:00am - 4:30pm

A Complete Guide to the Yellow Book

Type
Scheduled

Member
$309.00

Non-Member
$459.00

Credits

2.00

Difficulty: Intermediate

Tuesday, June 30 2026 10:00AM - 12:00PM

Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

Type
Scheduled

Member
$99.00

Non-Member
$109.00

Credits

2.00

Difficulty: Basic

Wednesday, July 1 2026 10:00AM - 12:00PM

Surgent's A Guide to the 401(k): Concepts and Strategies

Type
Scheduled

Member
$99.00

Non-Member
$109.00

Credits

4.00

Difficulty: Intermediate

Wednesday, July 1 2026 1:30PM - 5:00PM

Surgent's Fraud In Single Audits

Type
Scheduled

Member
$159.00

Non-Member
$175.00

Credits

8.00

Difficulty: Intermediate

Wednesday, July 1 2026 9:00AM - 5:00PM

Surgent's Perplexing Financial and Economic Issues for the CFO/Controller

Type
Scheduled

Member
$279.00

Non-Member
$307.00

Credits

4.00

Difficulty: Intermediate

Wednesday, July 1 2026 9:00AM - 12:30PM

Surgent's Government and Nonprofit Frauds and Controls to Stop Them

Type
Scheduled

Member
$159.00

Non-Member
$175.00

Credits

4.00

Difficulty: Intermediate

Wednesday, July 1 2026 1:00PM - 4:30PM

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

Type
Scheduled

Member
$159.00

Non-Member
$175.00

Credits

2.00

Difficulty: Basic

Wednesday, July 1 2026 10:00AM - 12:00PM

Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings

Type
Scheduled

Member
$99.00

Non-Member
$109.00

Credits

2.00

Difficulty: Basic

Wednesday, July 1 2026 1:00PM - 3:00PM

Surgent's Exploring Business Valuation Fundamentals

Type
Scheduled

Member
$119.00

Non-Member
$131.00

Credits

4.00

Difficulty: Basic

Wednesday, July 1 2026 9:00AM - 12:30PM

Surgent's Management Fundamentals

Type
Scheduled

Member
$159.00

Non-Member
$175.00

Credits

8.00

Difficulty: Update

Wednesday, July 1 2026 12:00PM - 8:00PM

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

Type
Scheduled

Member
$299.00

Non-Member
$329.00

Credits

3.00

Difficulty: Basic

Wednesday, July 1 2026 9:00AM - 12:00PM

Surgent's Representing a Client in an IRS Audit

Type
Scheduled

Member
$169.00

Non-Member
$186.00

Credits

8.00

Difficulty: Update

Wednesday, July 1 2026 9:00AM - 5:00PM

The Best Individual Income Tax Update Course by Surgent

Type
Scheduled

Member
$299.00

Non-Member
$329.00

Credits

2.00

Difficulty: Basic

Thursday, July 2 2026 9:00AM - 11:00AM

Surgent's Top Individual Tax Planning Strategies

Type
Scheduled

Member
$99.00

Non-Member
$109.00

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