Livestream
(LIET04/27) Smart, Secure, and Productive
Taxpayer data is one of the most valuable—and most targeted—assets in any CPA firm. This session focuses on how risk actually occurs in day-to-day CPA workflows and how firms can apply practical safeguards to reduce the likelihood of preventable incidents. Participants will learn how IRS Publication 4557 guidance, the FTC Safeguards Rule requirements, and a...
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Self-Study Video
(SSOT106/27) Surgent’s Lessons Learned From Recent Accounting Malpractice Actions
Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting malpractice claims. Understanding the most common types of accounting malpractice claims provides a roadmap of what not to do. This...
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Self-Study Video
(SSET103/27) Surgent’s AI and Data Ethics in Accounting
This course explores the ethical considerations of AI in accounting. Participants will examine the principles of AI data ethics, regulatory requirements, and strategies for ethical AI use.
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Self-Study Video
(SSET105/27) Surgent’s Ethical Considerations for the CPA
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a history of the CPA profession...
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Self-Study Video
(SSET106/27) Surgent’s Ethics for the Industry Accountant
While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to our customers, our firms, and the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations...
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Self-Study Video
(SSET100/27) Surgent’s Transitioning to the Accounting Profession
New accountants, whether coming right out of school or from industry will find that the accounting profession is heavily governed by technical and ethical standards. In addition, the new accounting professional will need to understand new terminology as well as what their team members and clients expect of them by way of job performance and...
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Self-Study Video
(SSET101/27) Surgent’s Ethical Considerations for CPAs
As accounting firm's non-attest offerings to their attest clients become more diversified, such engagements increase firms' exposure to independence violations. In order to thread the needle of providing value-added services and upholding their independence obligations, firms need to have a strong foundational understanding of the applicable ethical and independence rules which govern these engagements. In...
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Self-Study Text
(SSET108/27) Surgent’s Surging Auditors: Daily Dilemmas
Ethics are the hallmark of our profession, and we must be uncompromising in our commitment to acting ethically. However, many ethical dilemmas arise unexpectedly as we perform our daily tasks, and challenge us, as there often appears to be several ways forward. We need to decide which is the correct one. In this game, the...
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Self-Study Text
(SSET107/27) Surgent’s General Ethics for Tax Practitioners
This two-hour course covers most of the specific ethical considerations that come into play as a practitioner in the eyes of the Internal Revenue Service. The IRS intends to revise Circular 230, the core of this course. Stay tuned.
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Self-Study Video
(SSET102/27) Surgent’s Ethics for Tax Professionals
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues...
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