April 16, 2025 – In a significant move to enhance the skills of accounting and finance professionals, Surgent CPE has unveiled a new lineup of Continuing Professional Education (CPE) courses. This announcement comes on CPA Day 2025, marking a pivotal moment for professionals aiming to stay current in the rapidly evolving fields of AI, taxation, and cybersecurity.
As the tax season concludes, CPAs are now focusing on meeting their CPE credit requirements. Surgent’s new courses offer a timely solution, with nearly 50 new options designed to keep professionals ahead in their industry.
According to Elizabeth Kolar, Executive Vice President of Surgent, “Understanding the pressing needs of our audience, Surgent is excited to offer a robust selection of timely and practical courses that empower accounting professionals to stay ahead in a dynamic industry.”
The new lineup includes 30 live webinars starting April 22 and 18 new on-demand courses on Microsoft Excel and Power BI, ensuring flexibility for busy professionals. Notably, the courses cover a range of topics, including AI, taxation, and cybersecurity.
Nick Spoltore, Vice President of Tax and Advisory Content, highlights the importance of staying informed post-tax season, especially with new tax laws expected in 2025. “Our tax-focused courses provide essential tools for enhancing practitioner effectiveness and delivering value to clients,” he said.
For professionals navigating the growing influence of technology in accounting, the addition of five specialized courses on artificial intelligence will enhance knowledge and skills in this critical area.
For more information on the new courses, visit SurgentCPE.com.
Getting licensed or staying ahead in your career can be a journey—but it doesn’t have to be overwhelming. Grab your favorite coffee or tea, take a moment to relax, and browse through our articles. Whether you’re just starting out or renewing your expertise, we’ve got tips, insights, and advice to keep you moving forward. Here’s to your success—one sip and one step at a time!
Lofty has launched the industry’s first Agentic AI Operating System, a breakthrough platform that doesn’t just follow commands—it plans, executes, evaluates, and adapts entire workflows on its own. Designed specifically for real estate professionals, the system acts like an AI “orchestra,” coordinating specialized agents for lead qualification, marketing, SEO, transaction management, website creation, and more. With leaders calling this a major leap beyond traditional tools, Lofty AOS signals a new era where agents can focus on relationships and closings while AI handles the heavy lifting.
Florida’s insurance landscape is finally showing signs of stability as private insurers return and Citizens Property Insurance drops below 400,000 policies. Insurance Commissioner Michael Yaworsky says reforms are working, but homeowners may not feel relief yet as inflation and rebuilding costs keep premiums high. With transparency improvements, mitigation credits, and new AI regulations on the horizon, Florida aims to avoid another insurance crisis while keeping the market competitive and consumer‑friendly.
Mortgage rates just hit their lowest point since 2022, closing January at 6.18% and giving buyers and industry professionals a rare moment of relief. But while the Federal Reserve continues to pause rate hikes, economists warn that significant declines are unlikely. Most forecasts show rates hovering near 6% through 2026, with political uncertainty and inflation keeping markets volatile. For now, stability may be the best we get — and even that could be temporary.
Propy, a fast-growing real estate tech firm blending AI automation with blockchain-backed transaction systems, has secured a major $100 million credit facility to accelerate nationwide title company consolidation. The funding aims to modernize the traditionally slow, paper-heavy closing process, offering real estate professionals a faster, more secure, and more transparent experience. As automation reshapes the industry, staying educated on emerging technology will be essential for agents, brokers, mortgage professionals, and investors looking to stay competitive.
Escrow payments in Florida have jumped an astonishing 70% since 2019, far outpacing the national average and now consuming nearly 38% of a typical monthly mortgage payment. Surging insurance premiums and rising property taxes are driving the increase, reshaping affordability for homeowners and pricing out many would‑be buyers.
After losing their Altadena home in the LA wildfires, Jessica and Matt Conkle expected State Farm to help them rebuild. Instead, they faced months of delays, low valuations, and stalled claims — a struggle shared by nearly 80 percent of wildfire survivors. As insurers pull out of high‑risk areas and premiums soar, the crisis is reshaping homeownership, tightening mortgage approvals, and straining government safety nets. What’s happening in California is rapidly becoming a national issue, with real estate, mortgage, and insurance professionals on the front lines of a system under unprecedented pressure.
