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Blog: No. 1 CPE for CPAs | Surgent CPE

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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)


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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 AI-powered analytics p...


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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) —


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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 practitioners are working ...


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The One Big Beautiful Bill Act (OBBBA) tax changes enacted under Public Law 119-21 turn one year old on July 4, 2026. Practitioners have now completed an entire filing season under the law, giving them real-world data on how its provisions actually play out in practice.

Sweeping is an overused word in tax legislation coverage. In this case, it’s accurate. The OBBBA ...


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