Follow Blog's news and updates in a matter of seconds! We will deliver any update via email, phone or you can read them from here on the site on your own news page.
You can even combine different feeds with the feed for Blog.
Subscribing and unsubscribing is fast, easy and risk free.
The whole service is free of cost.
Blog: No. 1 CPE for CPAs | Surgent CPE
Is this your feed? Claim it!
CFO leadership ethics and governance are the load-bearing structure beneath every financial strategy decision, and where most CFOs who struggle in the role eventually fail. They’re about what to say, to whom, and when, under conditions where the answer isn’t obvious and the pressure to get it wrong is real.
Financial strategy is the vi...
AI tools for accountants are already embedded in workflows across public accounting and corporate finance. The question in 2026 isn’t whether to engage with it but how to do so without creating professional liability exposure.
For CPAs, the stakes around AI adoption go beyond productivity. The same tools that accelerate research, document review, and...
Healthcare is the largest uninsured expense in retirement. Medicare covers significant costs but leaves substantial gaps: premiums, deductibles, copayments, dental, vision, hearing, and long-term care. A client who retires without a plan for funding those gaps is going to cover them from taxable retirement income, which makes the coordination question more consequential than ...
A client dies. The estate may or may not owe federal estate tax. Either way, there’s work to do, and in many cases, a return to file.
Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, governs federal estate tax reporting for U.S. citizens and residents. The One Big Beautiful Bill Act (Public Law 119-21), signed July 4, 2025, raised t...
Finance leaders who came up through traditional accounting paths are entering a landscape where CFO competencies now extend well beyond technical precision.
Finance leaders who came up through traditional accounting and controllership paths are entering a landscape where technical precision is the floor, not the ceiling. The CFO is now expected to sit at the strateg...