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Events

Jim Martin's 2026 Preparation, Compilation & Review (SSARS) Update for the Local Firm - 11/11/2026 - Live Stream
This course offers an in-depth look at issues that practitioners have been having in implementing preparation, compilation and review engagements.  This course is presented from the perspective of a local firm practitioner.  Several new...
Jim Martin's 2026 FASB & Auditing Update for the Real World - 11/11/2026 - Live Stream
This course covers the significant provisions of the most recent pronouncements and proposed pronouncements from the FASB, the Private Company Council, and the Auditing Standards Board.   The course is presented from the perspective of...
Common Deficiencies in Employee Benefit Plan Audits - 11/12/2026 - Live Stream
Discover critical insights from the latest Department of Labor studies on employee benefit plan audits and tackle the pressing issue of audit deficiencies head-on. This course dives deep into the most common errors undermining audit quality and...
Preparing and Reviewing Workpapers: Essential Tips for Avoiding Deficient Audit and Other Attest Engagements - 11/12/2026 - Live Stream
Workpapers are the primary support for findings, conclusions and opinions on any audit or other attest engagement.  This course will provide the essential tips and techniques for ensuring workpaper documentation is of a high quality, yet...
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (IRS) - 11/12/2026 - Live Stream
The basis and distribution concepts are the most difficult to master when dealing with flow-through business entities. If the CPA does not fully understand the impact of these rules, significant errors and malpractice issues can occur. Focus on...
Winning the Fraud Battle in the Digital Age: Prevention and Detection - 11/12/2026 - Live Stream
Our goal is to reduce the overall risk of fraud. We will focus on what factors contribute to turning honest employees into fraudsters. Discussion will include integrity, ethics, and how people may react in certain situations. We will also touch...
AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity - 11/13/2026 - Live Stream
Learn how to enhance your Excel workflows with artificial intelligence in this 2-hour course, Al-Powered Excel: Leveraging Al and ChatGPT for Supercharged Productivity. Discover the various Al features built into Excel and how to use ChatGPT to...
Jim Martin's Federal and State Tax Update for the Local Practicioner - 11/13/2026 - Live Stream
An income tax update that focuses on the normal practitioner's clients. New government legislation (especially the world of OBBA and Trump Accounts and related implementation issues) presented from the perspective of what the typical tax...
Managing Current Fraud Trends in a Shifting Environment - 11/13/2026 - Live Stream
As our business environment shifts, so do trends with fraud schemes and perpetrators. Review the latest information on identifying and mitigating shifting fraud risks in any entity.
Surgent's Comprehensive Guide to Tax Depreciation, Expensing, and Preoprty Transactions (IRS) - 11/13/2026 - Live Stream
With greater-than-ever ยง179 deductions boosted by 100 percent additional first-year depreciation and pandemic-related business-friendly provisions, these are unprecedented times for businesses to make significant asset investments. From the most...

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