Most CPAs encounter trusts long before they receive any formal training on how they work. A client mentions a revocable living trust during tax prep. An estate plan references an irrevocable trust that holds life insurance. A beneficiary receives a K-1 from a trust they barely understand, and the practitioner is expected to explain it. […]
Displaying: July 2026
Surgent CPE Launches New Corporate Tax CPE Series Taught by Veteran Tax Practitioner Dave Peters
Three new NASBA-approved live webinar courses cover corporate tax formation, deductions and credits for accounting and finance professionals, taught by Dave Peters, CPA, CFP®, CLU, CPCU, MST, MBA, founder of Peters Professional Education and a nationally recognized CPE instructor with more than 20 years of experience DALLAS (July 14, 2026) — Surgent CPE, a UWorld […]
Data Privacy and AI: What Accounting Professionals Need to Know Before They Click Send
Accounting firms adopted AI tools faster than almost anyone predicted. For data privacy and AI, accounting professionals face multiple overlapping obligations — and the gap between AI enthusiasm and security awareness is widening. A CPA pastes a client’s K-1 data into ChatGPT to draft a planning memo. A controller uploads a trial balance to an […]
Surgent CPE Launches New CFO CPE Series Taught by Former Chief Financial Officer Cory Ng
Five new NASBA-approved live webinar courses prepare accounting and finance professionals for the executive finance seat, taught by Cory Ng, DBA, CPA, CITP, an Associate Teaching Professor at Villanova School of Business who has served as both a chief financial officer and an accounting professor DALLAS (July 8, 2026) — Surgent CPE, a UWorld company […]
Trump Accounts Explained: What CPAs Need to Know About the New OBBBA Savings Vehicle
A brand-new savings vehicle for American children went live on July 4, 2026. Created under IRC Section 530A of the One Big Beautiful Bill Act (Public Law 119-21), Trump Accounts, created by OBBBA, represent the first new tax-advantaged account type in the Internal Revenue Code in years. Client questions are already flooding in. Here’s what […]