In-Person
(CEPIU/26) SCACPA PIU – Central Chapter
The SCACPA Professional Issues Update addresses several of the issues affecting the CPA profession. Participants will receive a comprehensive overview of the changes to state regulations and an overview of the challenges facing the CPA talent pipeline and how we as a profession can impact them. Participants will also find out how SCACPA is supporting...
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In-Person
(COPIU/26) SCACPA PIU – Coastal Chapter
The SCACPA Professional Issues Update addresses several of the issues affecting the CPA profession. Participants will receive a comprehensive overview of the changes to state regulations and an overview of the challenges facing the CPA talent pipeline and how we as a profession can impact them. Participants will also find out how SCACPA is supporting...
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In-Person
(GRPIU/26) SCACPA PIU – Grand Strand Chapter
The SCACPA Professional Issues Update addresses several of the issues affecting the CPA profession. Participants will receive a comprehensive overview of the changes to state regulations and an overview of the challenges facing the CPA talent pipeline and how we as a profession can impact them. Participants will also find out how SCACPA is supporting...
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In-Person
(SEPIU/26) SCACPA PIU – Sea Island Chapter
The SCACPA Professional Issues Update addresses several of the issues affecting the CPA profession. Participants will receive a comprehensive overview of the changes to state regulations and an overview of the challenges facing the CPA talent pipeline and how we as a profession can impact them. Participants will also find out how SCACPA is supporting...
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Self-Study Video
(SSOT127/25) Surgent’s Raising Financially Capable Children
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, their first contact is to their accounting...
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Self-Study Text
(SSOT131/25) Surgent’s Securing a Comfortable Retirement in the Age of Spending
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
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Self-Study Video
(SSOT120/25) Surgent’s HIPAA: What Accountants and Other Practitioners Need to Know
In 1996, Congress passed the Health Insurance Portability and Accountability Act, commonly referred to as HIPAA. HIPAA's stated purpose was to provide Americans with privacy measures designed to protect personal healthcare-related information. Yet soon after it became law, critics argued that HIPAA "lacked teeth", noting that the only remedy for violations of the law was...
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Self-Study Video
(SSOT143/25) Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who...
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Self-Study Video
(SSOT132/25) Surgent’s Securing a Comfortable Retirement in the Age of Spending
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
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Self-Study Text
(SSOT130/25) Surgent’s Securing a Comfortable Retirement
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
Read More