The world of tax and accounting is changing rapidly, and with it, so is the landscape of continuing professional education (CPE). As technology continues to evolve, it is becoming increasingly important for tax professionals to stay up-to-date with the latest tools, techniques and trends in the industry. In this article, we will explore the CPE […]
As an enrolled agent, the tax season can be a stressful time of the year. With clients demanding services, and the need to be accurate and efficient with your services, the workload can be overwhelming. But it doesn’t have to be that way. With just a few tips and tricks, enrolled agents can manage their […]
Given the nature of accounting, it should go as no surprise that data and reporting are key elements of a sound practice. For beginner accountants, paying special attention to efficient and scalable reporting structures is even more paramount. Companies seek accounting reporting that provides valuable insights and drives strategic and tactical decision-making from risk management […]
Data. Spreadsheets. Columns and rows of numbers. Accountants spend their days manipulating figures and trying to extract meaning. It’s time well spent in pursuit of solutions that benefit clients looking to you for counsel. Now, the transformative power of artificial intelligence is rippling through businesses, and that includes accounting. AI offers a tool for unlocking […]
Industry changes are creating new challenges for all types of accounting and financial professionals. Whether you are a staff accountant, own a firm or work in L&D, take a look at common issues and how the right training can offer a simple and effective solution. Top issues staff accountants face 1. Learning problem solving and […]
Your CPA license attests to many hours of study and years of experience devoted to honing your accounting skills. However, the CPA is only the beginning. To maintain that hard-won license, you must pursue and document continuing professional education, or CPE, under the requirements of AICPA and State Boards of Accountancy. The process is both […]
In any profession, ethics comes down to doing the right thing, but accountants live by a higher ethical standard – one they choose to accept when they earn CPA status. Yet the ethics guidelines described in the American Institute of CPA’s 204-page Code of Professional Conduct boil down to three pages. The code isn’t rigid […]
Surgent Accounting & Financial Education Introduces New Courses to Address ChatGPT/Artificial Intelligence and How to Prepare for a Banking Crisis
By Surgent CPE
Debuting just after the tax-filing deadline, new offerings also include courses on exit planning and lessons learned from recent accounting malpractice actions RADNOR, Pa. (April 4, 2023) – Surgent Accounting & Financial Education, a division of KnowFully Learning Group, today announced the introduction of four new continuing professional education (CPE) courses, broadening its content library […]
The day before a deadline is not a good time to inform a CPA that they need more CPE hours to maintain certification. Yet many firms find themselves in these nail-biters. Even firms that think they have a system in place can stumble. These three simple tips keep your firm on track while yielding surprising […]
To a true financial professional, continuing professional education is more than a mandate. It’s a privilege – a chance to hone your skills, serve your clients at the highest level and burnish your professional credentials for elevated status and pay. When it comes to the IRS tax code, continuing education is also essential for keeping […]