Surgent’s Weekly Expert Hour (Original Air Date: 6/10/21) (SSTX273/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Accounting and Auditing Revenue (SSAA119/25)
Revenue is often one of the largest and most significant line items in a company's financial statements. It is also the line item that is most susceptible to fraud. Further, all companies reporting under U.S. GAAP have either recently completed or ar...
Surgent’s Essential Depreciation and Expensing Update (SSTX238/25)
The "permanent" changes from the TCJA may stand like a lion in the pathway of change, but Washington has its own definition of permanent. Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of ru...
Surgent’s IA Module 5 — Internal Audit (IA) Risk Assessment and Planning (SSAA229/25)
The value adding capacity of an overall IA activity's program begins with the foundational risk assessment and planning process. This activity is undertaken annually at an enterprise level, and functionally at an individual engagement level. The al...
Surgent’s Update on the SECURE 2.0 Act (SSTX216/25)
This course provides a comprehensive analysis of the SECURE 2.0 Act, which is part of a much larger legislative package entitled the Consolidated Appropriations Act, 2023. The principal focus of the Act is to expand retirement coverage and increase r...
Surgent’s Audit Documentation Requirements (SSAA106/25)
Audit documentation provides evidence that the audit was planned and performed in accordance with generally accepted auditing standards (GAAS) as well as applicable legal and regulatory requirements. It also serves a number of other purposes such as ...
Surgent’s Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (SSTX192/25)
Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, ...
Surgent’s Select Estate and Life Planning Issues for the Middle-Income Client (SSTX201/25)
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who wo...
Surgent’s Accounting for and Auditing Leases (SSAA120/25)
Accounting for and auditing leases was always a challenging task. Adding the implementation of the lease accounting guidance in ASC 842, Leases, will undoubtedly add that much more complexity to this audit area.In this module, we will review the new ...
Surgent’s Preparation and Compilation Engagements Under the SSARS (SSAA260/25)
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparatio...
Surgent’s Guide to the Topic 606 Revenue Recognition Model for All CPAs (SSAA267/25)
While the effective date of Topic 606 has passed for companies, there will always be a need for a comprehensive review of the accounting related to revenue recognition, including recently issued changes to this guidance. Whether you are looking to ...
Surgent’s Organizational Culture and the Finance Professional (SSMG121/25)
Many experts say that an organization's culture is the single most important thing that will determine its success. Assuming that's true, it's necessary for the finance professional to understand the effect that the finance function has on that cultu...
Surgent’s Business Combinations – U.S. GAAP vs. IFRS (SSAA153/25)
This course provides an overview of the similarities and key differences between the business combination standards issued by the FASB (ASC Topic 805) and the IASB (IFRS 3). While these standards are very similar, as is the case with many areas of U....
Surgent’s Review of Form 709 – Gift Tax Return (SSTX104/25)
This course will enable practitioners to understand the basic practical issues of preparing the gift tax Form 709. This course covers the disclosure requirements and the information necessary to properly prepare the form.
Surgent’s Fundamentals of Public Charity Taxation and Form 990 (SSTX144/25)
If you work for or with not-for-profit entities and have questions about the IRS Form 990, Return of Organization Exempt From Income Tax, and the related schedules, this is the course for you! The program focuses on common issues that professionals w...
Surgent’s Planning and Strategy Formulation for Your Organization’s Financial Success (SSMG133/25)
Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Sick and tired of taking CPE that has no practical application or...
Surgent’s Data Analytics Readiness Series: Artificial Intelligence- Basic Concepts in Excel (SSTE112/25)
This one-hour course will serve as an introduction to artificial intelligence and how artificial intelligence is utilized in Excel. Users will be introduced to correlation and trend functions in Excel. The basics of linear regression and its applica...
Surgent’s Compilation and Review Overview (SSAA177/25)
Specifically designed for practitioners and their staff wanting an overview of compilation and review engagements, this course will introduce you to the objectives of compilation and review engagements, SSARS No. 21, Clarification and Recodification,...
Surgent’s Power Query Series: Useful Transformations (SSTE131/25)
This course covers a number of useful transformations using Power Query (Excel version) to clean, enrich, and shape data. Coverage includes pivoting and unpivoting, filtering and grouping, fuzzy matching, and more, with hands-on exercises for users t...
Surgent’s Securing a Comfortable Retirement in the Age of Spending (SSOT132/25)
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.
Surgent’s Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (SSTX194/25)
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course provides new staff coverage of tax areas affecting all business entities, providing staff training which they may carry to other busines...
Surgent’s Firm Quality Control Standards and Best Practices (SSAA263/25)
The best way to ensure engagement quality is through consistent application of a firm's system of quality control. In this course, we will review the key components of such a system, which can be found in the AICPA's quality control standards. Specif...
Surgent’s Preparing and Reviewing Client Prepared Financial Statements (SSAA112/25)
The ultimate objective of a financial statement audit is to issue the independent auditor's report. This module discusses the process, introduces key elements of financial statements, and provides best practices for auditors who either prepare or rev...
Surgent’s Weekly Expert Hour (Original Air Date: 11/18/21) (SSTX256/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Weekly Expert Hour (Original Air Date: 11/05/20) (SSTX288/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Excel: The Data Tools for Analysis – Power Query and Power Pivot (SSTE114/25)
With the Power BI ecosystem, a complete business intelligence solution, your company can begin the data analytics journey with Excel. Excel contains two data tools of the Power BI ecosystem to begin developing data skills: Power Query and Power Pivo...
Surgent’s Weekly Expert Hour (Original Air Date: 7/08/21) (SSTX269/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Power Query Series: Use Cases (SSTE120/25)
This course presents five use cases for specific data issues a user may encounter in Power Query (Excel version). Through hands-on examples, users are guided through the process of overcoming each of these issues.Power Query is an "ETL" tool that ex...
Surgent’s Data Analytics for Accountants and Financial Managers (SSAA142/25)
Data analytics and mining are the fastest growing disciplines in accounting and general management. Many organizations are either planning programs or have them already underway. Unfortunately, a number of these attempts fail due to poor planning...
Surgent’s Effective Communications with Management and Those Charged with Governance (SSAA129/25)
As a byproduct of the audit, the auditor has a responsibility to communicate certain information to management and those charged with governance, primarily related to risk and internal control deficiencies. In some cases the auditor may be required t...
Surgent’s Give Me a Little Credit: Understanding the Yellow Book CPE Requirements (SSAA290/25)
Auditors who plan, direct, or perform engagement procedures or reporting on Yellow Book engagements are required to develop and maintain their professional competence by complying with the Yellow Book CPE requirements. This course is designed to help...
Surgent’s Reviewing Audit Workpapers (SSAA118/25)
Audit documentation provides the principal support for the independent auditor's report. Therefore, it is important that workpapers meet professional standards. Anything less could result in peer or regulatory review deficiencies at as a worse case, ...
Surgent’s General Ethics for Tax Practitioners (SSET106/25)
This two-hour course covers most of the specific ethical considerations that come into play as a practitioner in the eyes of the Internal Revenue Service.
Surgent’s Audit Quality and Peer Review Update (SSAA174/25)
With the AICPA's heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor's overall responsibility to provide high quality services, the focus on compliance with professional standards has never been...
Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SSTE117/25)
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes ...
Surgent’s Hiring and Firing of Employees – What You Can and Cannot Do (SSOT119/25)
There are numerous federal laws that restrict what businesses can do in terms of hiring and firing employees. Many of these laws impose significant penalties if employers violate them. Accordingly, it is crucial that all employers and their professio...
Surgent’s FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide (SSAA196/25)
This course provides a detailed discussion on the key topics related to financial reporting. The course will focus on all recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners. Specifi...
Surgent’s Weekly Expert Hour (Original Air Date: 9/24/20) (SSTX294/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s New SASs Effective for December 31, 2021 Audits (SSAA272/25)
2021 will be a very impactful year for audits, as SASs 134-140 become effective for audits for year-ends after December 15, 2021. In this course, we'll review the key changes coming to financial statement audits as a result of these new standards, in...
Surgent’s SEC Form 8-K: When to File and What to Disclose (SSAA279/25)
This course provides an overview of the SEC Form 8-K. This is a broad form used to notify investors in U.S. publicly traded companies of certain events that may be important - generally within four business days of the respective triggering event. ...
Surgent’s Building Your Personal Brand (SSOT111/25)
A personal brand is your story. Having a well-defined personal brand can help you not only cultivate powerful connections but also set you apart. Explore the integral components to building a strong brand and gain strategies to help you create your own marketable personal brand.
Surgent’s Monthly Accounting Update Series (Original Air Date: 4/27/21) (SSAA241/25)
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, an...
Surgent’s Weekly Expert Hour (Original Air Date: 7/29/21) (SSTX266/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Bankruptcy Basics: Understanding the Consumer Bankruptcy Process (SSOT115/25)
Consumers file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, followed by medic...
Surgent’s Microsoftr Excelr 2019: Working with Formulas and Functions (SSMG136/25)
This course guides you through creating, copying and pasting, reviewing, and correcting basic and complex formulas in Excel 2019 using step-by-step, hands-on activities.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SSTX115/25)
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innova...
Surgent’s Surging Auditors: Professional Skeptic (SSAA274/25)
Participants play the role of an auditor collecting information, making inquiries, and documenting findings around the audit of Home D‚cor and More. They develop professional skepticism skills as they analyze data obtained from an interview with Co...
Surgent’s Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas (SSTE111/25)
This one-hour data analytics course will introduce formula arrays and DAX formulas to users in Power BI and Excel. Users will learn the skills to create and evaluate array formulas and DAX formulas. An understanding of implicit or explicit intersect...
Surgent’s Critical Issues Involving Taxation of Construction Contractors (SSTX233/25)
Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts o...
Surgent’s Weekly Expert Hour (Original Air Date: 7/14/22) (SSTX317/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Controllership Skills Update: Risk Management (SSAA170/25)
The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizatio...
Surgent’s Getting Ready for Busy Season: Review Individual Tax Form Changes (SSTX165/25)
Getting ready for busy season involves not only knowing the tax rules for 2023, but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2023 tax returns. This course provides tax return preparer...
Surgent’s Weekly Expert Hour (Original Air Date: 10/15/20) (SSTX291/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (SSAA257/25)
While the effective date of Topic 606 has passed for most entities, there will always be a need for a comprehensive review of the accounting related to revenue recognition. Also, if you are taking advantage of the FASB deferral of Topic 606's effecti...
Surgent’s Max the Tax: Equity Compensation (SSTX186/25)
Liam, a public relations executive, needs expert advice regarding equity compensation options he has received. Liam researched key topics but needs the participant's help to validate his findings. Then, participants will review various equity compens...
Surgent’s IA Module 7 — Internal Audit (IA) Engagement Management and Administration (SSAA231/25)
Proper planning and execution of an audit program at the overall activity and individual engagement level requires highly effective management and administration to promote, support, and ensure maximum value adding assurance for organizational stakeh...
Surgent’s Select Estate and Life Planning Issues for the Middle-Income Client (SSTX202/25)
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who wo...
Surgent’s How to Settle a Client’s Estate (SSTX215/25)
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understa...
Surgent’s Power Query Series: More Transformations and Load Options (SSTE128/25)
Power Query (Excel version) offers a wide range of transformation options. This course uses hands-on exercises to explore the data transformation process, focusing on data cleaning and data enrichment. In addition, this course explains query loading...
Surgent’s What in the FASB Were They Thinking! Not-for-Profits and Leases (SSAA288/25)
Not-for-profits enter into leases for many types of assets. This course is designed to help you understand the core components of not-for-profit lessee accounting under FASB ASC 842, Leases. You will learn the important definitions involved, the key ...
Surgent’s Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (SSAA175/25)
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You w...
Surgent’s Top 10 Technology Risks and Trends Every CPA Should Know (SSAA282/25)
The use of technology by businesses of all types, including CPA firms, has exploded in recent years, creating the need for proactive and robust cybersecurity risk management practices. This trend has created the need for a data-driven decision-making...
Surgent’s Anatomy of a Ransomware Event and Incident Response (SSTE101/25)
The past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks, but there is little understanding of how they occur, how a response is undertaken, and how the ch...
Surgent’s Coaching Skills for Managers and Supervisors (SSOT102/25)
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them ...
Surgent’s Surging Auditors: Revenue Rush (SSAA276/25)
Stepping into the shoes of an outside technical consultant, each participant must perform an ASC 606 assessment for Quality Tiles, Inc. (QTI), a company recently acquired by Home D‚cor and More, Inc. (HDM). HDM management needs to ensure the compan...
Surgent’s Monthly Accounting Update Series (Original Air Date: 6/29/21) (SSAA243/25)
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, an...
Surgent’s Mastering Accounting for Income Taxes (SSAA147/25)
Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to un...
Surgent’s Management Fundamentals (SSOT101/25)
As you advance in your public accounting careers, your responsibilities significantly increase. The skills required for continued success go beyond your technical skills but also include others that you may not have had a chance to develop earlier in...
Surgent’s Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (SSTX145/25)
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs ...
Surgent’s Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (SSAA256/25)
While the effective date of Topic 606 has passed for most entities, there will always be a need for a comprehensive review of the accounting related to revenue recognition. Also, if you are taking advantage of the FASB deferral of Topic 606's effecti...
Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SSMG123/25)
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not ...
Surgent’s Weekly Expert Hour (Original Air Date: 6/02/22) (SSTX311/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Recruiting and Retaining Next Gen Talent (SSOT129/25)
When it comes to attracting the best talent, it is imperative to know your audience. It is critical for employers and managers to understand Next Gen employees (those born in 1980 or later), as this group is expected to comprise 62% of the workforce...
Surgent’s Evaluating Sufficiency and Appropriateness of Audit Evidence (SSAA128/25)
During a financial statement audit the auditor obtains an understanding of the entity and its environment (including its internal control), performs a risk assessment and from that work designs substantive procedures that will be responsive to the le...
Surgent’s Power Query Series: Introduction and First Connection (SSTE123/25)
This course is designed for the Excel user to begin their data analytics journey with an introduction to a product created for their skill set: Power Query, using the Excel version. Power Query is an "ETL" tool that extracts, transforms, and loads d...
Surgent’s Depreciation Rules for Bonus and Section 179 Expensing (SSTX135/25)
The Tax Cuts and Jobs Act of 2017 has had a tremendous impact on commercial real estate, including liberalizing the depreciation provisions. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) included several provisions that allow tax...
Surgent’s Advanced Critical Tax Issues for S Corporations (SSTX109/25)
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.
Surgent’s Essentials Of Audit Sampling (SSAA109/25)
When performing an audit, an auditor bases his/her opinion about whether the financial statements are free from material misstatement on a variety of tests on the underlying account balances and classes of transactions. Some balances, such as debt, m...
Surgent’s Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under 754 and Related Provisions (SSTX112/25)
This course explores the practical issues in the many instances in which a step-up in basis can create tax advantages for partners and members. This course includes case studies to illustrate the critical points.
Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges (SSTX164/25)
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognitio...
Surgent’s Microsoftr Excelr 2016: Getting Started (SSMG111/25)
This course introduces you to the Excel 2016 software and then guides you through basic Excel features using step-by-step hands-on activities.
Surgent’s Social Security: Dispelling Common Myths with Essential Truths (SSTX223/25)
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to s...
Surgent’s Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis (SSAA163/25)
For many businesses, preparing financial statements using a special purpose framework may provide an alternative to the complexity of U.S. GAAP. This course will provide you with an overview and hands-on application on preparing financial statements ...
Surgent’s Microsoftr Excelr 2016: Useful Functions for CPAs (SSMG135/25)
This course guides you through creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, Database, Text and Logical functions.
Surgent’s How to Account for Internal-Use Software Arrangements (SSAA237/25)
This course provides an overview of the accounting for internal-use software. The accounting and reporting requirements related to internal-use software can be found within ASC Topic 350-40. The primary information addressed within this ASC Topic rel...
Surgent’s Weekly Expert Hour (Original Air Date: 10/08/20) (SSTX292/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Quality Management and Peer Review (SSAA132/25)
Regulators, investors, other capital markets stakeholders and users of the financial statements need accurate and transparent financial information for decision making. One reason that why the capital markets are as efficient as they are today, is th...
Surgent’s The Complete Trust Workshop (SSTX235/25)
The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element...
Surgent’s U.S. Taxation of Foreign Corporations: A Case Study Approach (SSTX241/25)
This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign ta...
Surgent’s Capital Planning in Light of COVID-19 (SSMG106/25)
Capital planning as a concept has undergone few changes; however, following the recent pandemic, we suddenly saw that our old system didn't work with the rapid change that was required. This program will take a look at capital planning in light of wh...
Surgent’s Data Analytics: Planning and Implementation Strategies (SSTE113/25)
As the rewards from data continue to grow, companies must recognize the value of data to remain competitive in the current digital economy. Companies that use data in their business processes are outperforming those that do not. Data skills will beco...
Surgent’s Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (SSTX210/25)
When a purchaser buys an existing partner's partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside basis). ...
Surgent’s Summary and Analysis of the Inflation Reduction Act of 2022 (SSTX161/25)
This program will cover the tax legislation embodied in the Inflation Reduction Act (IRA) in detail so that those attending can properly advise their clients if and how these various tax changes impact their individual and business planning. This c...
Surgent’s Real Estate for Accounting and Finance Professionals (SSTX208/25)
Explore the intricacies of federal income taxation as it intertwines with rental real estate activities. This course delves into the calculation of rental income, understanding the nuances of deductions, and unraveling the complexities of passive act...
Surgent’s Weekly Expert Hour (Original Air Date: 10/28/21) (SSTX253/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (SSTX146/25)
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs ...
Surgent’s Power Query Series: Data Modeling and Next Steps (SSTE122/25)
This final course in the series covers advanced features in Power Query (Excel version), including functions and parameters and basics of data modeling in Power BI and Power Pivot. Multiple hands-on examples help to reinforce these concepts.Power Que...
Surgent’s Adapting to Today’s Changing Accounting Landscape (SSAA156/25)
The field of accounting is undergoing rapid evolution in response to a complex interplay of technological advancements, regulatory reforms, economic fluctuations, and shifting societal dynamics. In this course, we will explore the major challenges an...
Surgent’s IRS Tax Examinations and Hot Issues (SSTX141/25)
Due to IRS issue focused examinations, Accounting and Finance Professionals need to understand what types of returns are selected for examination and ways to help clients survive an IRS audit with little or no change. As a result of issue focused exa...
Surgent’s Winning the Fraud Battle in the Digital Age: Prevention and Detection (SSAA158/25)
The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions ...
Surgent’s Annual Accounting and Auditing Update (SSAA139/25)
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing...
Surgent’s Weekly Expert Hour (Original Air Date: 1/14/21) (SSTX281/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s IA Module 8 — The Internal Audit (IA) Activity Quality/Excellence Continuum! (SSAA232/25)
A commitment to excellence requires dedication toward self-improvement in whatever endeavor we choose, including being Internal Audit (IA) professionals. Legendary football coach Vince Lombardi once said: "The quality of a person's life is in direct ...
Surgent’s Skills to Enhance Personal and Professional Networks (SSOT125/25)
Managing a strong network is one of the most important things you can do to grow professionally. Yet despite its importance, maintaining an effective network is often not taught in undergraduate and graduate schools. The good news is that managing an...
Surgent’s Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (SSAA217/25)
A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to ...
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SSOT133/25)
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decision...
Surgent’s Performing Inventory Observations (SSAA108/25)
Generally Accepted Auditing Standards (GAAS) states that if inventory is material to the financial statements, the auditor should generally obtain evidence regarding the existence and condition of inventory by attending the entity's physical inventor...
Surgent’s Liquidation of Flow-Through Entities for LLCs and Partnerships (SSTX170/25)
Part of the technical competence of most experienced tax practitioners is the ability to advise owners of S corporations and partnerships or multiple-member LLCs treated as partnerships regarding the tax rules that apply when these entities liquidate...
Surgent’s Weekly Expert Hour (Original Air Date: 9/30/21) (SSTX249/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s The Basics of Nonprofit Financial Reporting (SSAA294/25)
This course is designed to help you proceed and succeed in preparing meaningful financial statements for nonprofit organizations. Learn the requirements and options allowed to nonprofits in conveying financial information to donors, creditors, grantors, and others.
Surgent’s Public Speaking and Presentation Skills (SSOT126/25)
Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional lev...
Surgent’s Achieving High Levels of Compliance and Customer Service in Your Organization (SSMG103/25)
Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and c...
Surgent’s Increase the Efficiency of Your Organization (SSMG116/25)
There are only two things that any organization needs to accomplish for success: serve the customer well and do it efficiently. This short program will concentrate on the efficiency side, which is always near and dear to the heart of the financial pr...
Surgent’s Power Query Series: Adding Columns for Data Enrichment (SSTE127/25)
Using a variety of hands-on exercises, this course enables users to learn how to add columns using Power Query (Excel version). Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enabl...
Surgent’s Corporate Bankruptcy Basics: Understanding the Reorganization and Liquidation Process (SSOT113/25)
Corporate bankruptcies are complex proceedings involving multiple parties. Businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. There are several reasons companies file for bankruptcy; however, the mo...
Surgent’s Weekly Expert Hour (Original Air Date: 12/17/20) (SSTX283/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (SSTX158/25)
This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Continuously updated for the latest legislation, including the Inflation Reduction Act, American Rescue Plan Ac...
Surgent’s Weekly Expert Hour (Original Air Date: 10/07/21) (SSTX250/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Tax Aspects of Home Offices and Vacation Homes (SSTX151/25)
The purpose of this course is to provide a practical and in-depth analysis of the significant tax planning advantages and strategies related to owning a principal residence for use as a home office and/or vacation home for upper-income taxpayers.
Surgent’s Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203 (SSTX245/25)
Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk...
Surgent’s How Not-for-Profits Account for Grants and Contracts Under ASU No. 2018-08 (SSAA222/25)
This course is designed to help you proceed and succeed in applying the requirements found in ASU No. 2018-08, Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made. Learn the thought process used in evaluating and recording contribution transactions.
Surgent’s Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (SSMG102/25)
According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to ...
Surgent’s Performing a Compilation Engagement Under AR-C Section 80 (SSAA258/25)
Be the go-to person for financial statement compilation engagements. Specifically designed for compilation practitioners and their staff, this course will provide you with a hands-on application for performing compilation engagements under AR-C Secti...
Surgent’s Social Security and Medicare: Planning for You and Your Clients (SSTX227/25)
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Se...
Surgent’s Crowdfunding: A General Overview (SSOT114/25)
In the past, entrepreneurs who sought investment capital for their start-ups were subject to the preferences and expectations of a small set of wealthy investors. These venture capitalists and angel investors often played the role of highly selective...
Surgent’s Power Query Series: Making a Connection (SSTE124/25)
This course explores the workflow of making connections to various data sources using the Excel version of Power Query. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the E...
Surgent’s IA Module 4 — Maximizing Internal Audit (IA) Value, Coverage, Assurance and Reliance (SSAA228/25)
The "name of the game" in virtually any business (or profession), and most certainly for Internal Auditors, is adding the greatest possible value to and for all stakeholders of that business/profession. Internal Auditors serve a wide variety of stake...
Surgent’s Workplace Etiquette for Young Professionals (SSOT138/25)
Understanding the nuances of workplace protocol facilitates effective interactions within the office as well as at external business functions. In this class you will learn how to cultivate your executive presence as well as how to conduct yourself ...
Surgent’s IRS Tax Examinations and Hot Issues (SSTX140/25)
Due to IRS issue focused examinations, Accounting and Finance Professionals need to understand what types of returns are selected for examination and ways to help clients survive an IRS audit with little or no change. As a result of issue focused exa...
Surgent’s Maximizing Your Social Security Benefits (SSTX225/25)
The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course p...
Surgent’s Weekly Expert Hour (Original Air Date: 12/09/21) (SSTX258/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Update on the AICPA’s Enhancing Audit Quality Initiative (SSAA193/25)
Quality should be the primary focus of all engagements. Since initiating its Enhancing Engagement Quality initiative in 2014, the AICPA has been using its peer review program as a way to assess the improvement in engagement quality.In this course, we...
Surgent’s The Complete Guide to Liquidation of Business Entities (SSTX129/25)
Liquidations may be used as an alternative to the sale of a business or as an adjunct to the sale of business assets. The objective of this course is to fully explore the technical tax and business issues in liquidating C corporations, S corporations...
Surgent’s Power Query Series: Append Queries (SSTE129/25)
Append queries combine two or more queries into one output query that is a combination of the originals. This course discusses best practices for creating append queries using Power Query (Excel version) and includes hands-on exercises to enable th...
Surgent’s Critical Conversations: Having the “Hard to Have” Discussions (SSOT103/25)
Silence isn't always golden. Problems don't solve themselves and as the engagement leader, it is your responsibility to proactively address and resolve issues, even if it means having challenging conversations.As uncomfortable as some of these conver...
Surgent’s Data Analytics Readiness Series: Data Extraction and Data Sources (SSTE104/25)
This one-hour course serves as the introductory module to data analytics. Users of the course will learn the basic terminology used in performing data analytic-based tasks or working with data analytics. An understanding of the sources of data and im...
Surgent’s Proven Controls to Steer You Clear of Fraud (SSAA204/25)
Every organization in the world will fall victim to fraud. This course will cover the means and methods available to reduce the prevalence of fraud. We will also discuss the controls that victim organizations employ in order to seek improvements for our own organizations.
Surgent’s Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (SSOT108/25)
Consumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, ...
Surgent’s Monthly Accounting Update Series (Original Air Date: 5/25/21) (SSAA242/25)
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, an...
Surgent’s Data Analytics Readiness Series: PivotTables (SSTE108/25)
This one-hour course will provide users with hands-on practice using PivotTables and Excel. Users will learn and apply skills to create, structure, and analyze data using PivotTables. The benefits and limitations of PivotTables will be discussed. Use...
Surgent’s S Corporation Taxation: Advanced Issues (SSTX211/25)
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.
Surgent’s Individual and Financial-Planning Tax Camp (SSTX156/25)
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely h...
Surgent’s Lessons Learned: What a $53 Million Fraud Can Teach Us (SSAA200/25)
This course will take an in-depth look at the largest municipal fraud in U.S. history. What red flags did the auditors miss? What red flags did the bank miss? This course includes a conversation with former U.S. Marshal Jason Wojdylo, who was an inte...
Surgent’s Controllership Skills Update: Current Survival Skills (SSAA166/25)
The role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization's results today and preparing it for t...
Surgent’s Advanced Individual Income Tax Return Issues (SSTX228/25)
Most Accounting and Financial Professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish t...
Surgent’s Controllership Skills Update: Mergers, Acquisitions, and Alliances (SSAA168/25)
Mergers, acquisitions, and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acq...
Surgent’s Top Individual Tax Planning Strategies (SSTX167/25)
The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contained tax law changes that impact many individuals in 2023 and in later years. This program covers many of these changes as well as other tax topics that continue to impact individual income taxpayers.
Surgent’s Performing Effective Accounting Research (SSAA122/25)
Financial accounting can be complex. An integral part of a senior associate's job responsibilities is to perform effective and efficient research using the FASB's Accounting Standards Codification (ASC). In this session, participants will be introduc...
Surgent’s Food, Beverage, and Entertainment Expensing (SSTX136/25)
The IRS has recently issued final regulations regarding the TCJA's elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to b...
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SSTX101/25)
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduc...
Surgent’s Critical Issues Involving Taxation of Construction Contractors (SSTX234/25)
Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts o...
Surgent’s Weekly Expert Hour (Original Air Date: 11/04/21) (SSTX254/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SSAA155/25)
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-fo...
Surgent’s Weekly Expert Hour (Original Air Date: 1/13/22) (SSTX304/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s IA Module 3 — Critical Knowledge Foundations for Internal Auditors: Governance, Risk Management, and Control (GRC) (SSAA227/25)
The definition of Internal Auditing promulgated by The Institute of Internal Auditors (IIA) speaks to the critical areas of value adding coverage and services Internal Auditors can and must bring to their organizations. These include the key areas of...
Surgent’s Accounting for Software – Internal Use and External Sales (SSAA236/25)
This course provides an overview of the accounting for software, including both internal-use software as well as software that will be sold to third parties. The accounting, reporting, and disclosure requirements related to software depends on the n...
Surgent’s Advanced Individual Income Tax Return Issues (SSTX229/25)
Most Accounting and Financial Professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish t...
Surgent’s Examining ASC 842, Leases: More Than Meets the Eye (SSAA253/25)
Implementing ASU No. 2016-02, Leases (Topic 842) is sure to have a major impact on your balance sheet and potentially on your business as well. This course is a one-stop shop for what you need to know about the now-effective changes to the lease acco...
Surgent’s Current Issues in Accounting and Auditing: An Annual Update (SSAA135/25)
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a detailed review of SAS No. 145 and brings you up to date on FASB and AICPA standards issued over the past ...
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (SSTX107/25)
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Surgent’s Understanding and Managing Burnout Among Accounting and Finance Professionals (SSOT110/25)
According to a recent study, over 70% of accounting professionals suffer from burnout, leading to feelings of exhaustion, inefficiency, and dissatisfaction with their careers. Recurring challenges for accounting and finance professionals include long...
Surgent’s This Year’s Top Tax and Financial-Planning Ideas (SSTX153/25)
With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practit...
Surgent’s Microsoftr Excelr 2016: Creating and Formatting Charts (SSMG105/25)
Excel provides a variety of tools you can use to create, format and enhance charts: contextual Ribbon tab buttons, menus and galleries, shortcut menus, keyboard shortcuts, task panes, and more. This course allows you to explore using these tools to create and format common chart types.
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SSAA214/25)
This is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort with this inf...
Surgent’s Power Query Series: Formulas, M Language, and Error Handling (SSTE121/25)
Even for experienced Excel users, there is a learning curve to using formulas in Power Query (Excel version). This course presents the fundamentals of this concept. In addition, this webinar introduces users to the "M" language in Power Query, as wel...
Surgent’s Current Issues in Accounting and Auditing: An Annual Update (SSAA134/25)
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a detailed review of SAS No. 145 and brings you up to date on FASB and AICPA standards issued over the past ...
Surgent’s Data Analytics Toolkit – Tools and Applications (SSAA182/25)
There is no shortage of data, but relatively few organizations have an environment and process to isolate, capture, analyze, and convert data into actionable information. Too often, we collect as much data as possible, continue to use historic measur...
Surgent’s Business Development: Time Management (SSOT107/25)
Participants have nine hours before tonight's birthday party, and as they begin the workday, they must review and prioritize their task list to maximize productivity. How much can they get done? As they set off on their day by clicking through each t...
Surgent’s Enterprise Risk Management for Small and Medium-Sized Companies (SSMG110/25)
2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment; however, generally only the large for-profit organizations pay a lot of attention to risk management. Or, ot...
Surgent’s Fraud Risk Assessment Basics (SSAA110/25)
The financial statement auditor's overall objectives are to obtain reasonable assurance as to whether the financial statements are materially misstated due to fraud or error and to issue a report that includes an opinion. As noted in the independent ...
Surgent’s The Most Critical Challenges in Governmental Accounting Today (SSAA159/25)
With the leasing standard and other standards looming, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course m...
Surgent’s Small-Business Accounting, Audit, and Attest Update (SSAA281/25)
Specifically tailored for practitioners who do not perform audits but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, compilation, and revie...
Surgent’s Max the Tax: Crypto Craze (SSTX184/25)
Participants must use their expertise to assist a new client who just received Letter 6173 from the IRS. The client didn't share any crypto-related transactions or events with the tax accountant who filed the original return. It's up to the participa...
Surgent’s Surging Auditors: Wally’s Warehouse (SSAA273/25)
During this interactive game, participants take the role of an auditor performing a physical inventory observation at a client's warehouse. Participants will have the opportunity to use their powers of observation and exercise professional skepticism...
Surgent’s SAS 134 and Other Reporting Considerations (SSAA125/25)
For all the work performed on the audit, the one thing that the public sees is the auditor's report. So we need to make sure that the opinion is correct. With the effective date of SAS 134, the auditor's report underwent significant changes. This ses...
Surgent’s Taking Advantage of Like-Kind Exchanges (SSTX171/25)
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognit...
The Best Federal Tax Update Course by Surgent (SSTX119/25)
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all ...
Surgent’s Weekly Expert Hour (Original Air Date: 10/01/20) (SSTX293/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Accounting for Guarantees (SSAA143/25)
Guarantees are often included within certain purchase agreements, sales agreements, commercial agreements, and many other types of agreements. This course provides an overview of the accounting, reporting, and disclosure requirements related to guar...
Surgent’s S Corporation Core Tax Issues From Formation Through Liquidation (SSTX213/25)
As experienced staff members master the preparation intricacies of an 1120-S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in b...
Surgent’s Current Developments and Best Practices for Today’s CFOs and Controllers (SSOT135/25)
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the organization's success. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, an...
Surgent’s Understanding the High-Stakes Mega Issues in A&A Today (SSAA223/25)
With so much of significance going on currently in the world of A&A today, you need to be able to make sense of the key drivers of our profession. In this course, we will review the key aspects of the events that are impacting practitioners and finan...
Surgent’s Selected Issues in Preparation of 1040 Individual Income Tax Returns (SSTX220/25)
This course provides new staff accountants, data processing employees, para-professionals, and bookkeepers a study into some of the more complicated issues they may face in tax return preparation. Updated for impacts of recent legislation, including ...
Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SSMG122/25)
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not ...
Surgent’s Schedules K-2 and K-3: Preparation of Forms (SSTX169/25)
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2023 tax year, this course is an essential guide for tax preparers on how to tackle the ...
Surgent’s Weekly Expert Hour (Original Air Date: 1/20/22) (SSTX305/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients (SSAA280/25)
Specifically tailored for practitioners who not only perform audits but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, auditing, and SSARS ...
Surgent’s Found It! Reporting Findings in Yellow Book and Single Audits (SSAA206/25)
When auditors detect findings in Yellow Book and single audits, they do not just communicate them in some shabby little letter to management; they get reported! In this course, we will examine what types of findings get reported, how they get reporte...
Surgent’s Weekly Expert Hour (Original Air Date: 11/19/20) (SSTX286/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Weekly Expert Hour (Original Air Date: 1/06/22) (SSTX303/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s A Practical Guide to Auditing Cash and Cash Equivalents (SSAA103/25)
Cash and cash equivalents tend to be one of the first areas assigned to new auditors since it tends to be straightforward with less complexity and risk as other areas. In addition, there is little subjectivity involved and persuasive audit evidence ...
Surgent’s Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (SSAA216/25)
A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to ...
Surgent’s Weekly Expert Hour (Original Air Date: 12/16/21) (SSTX259/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Accounting Principle Changes (SSAA151/25)
This course provides an overview of the accounting requirements with respect to accounting principle changes. The scope of accounting changes includes a discussion of changes in accounting principles, changes in accounting estimates, as well as chan...
Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SSAA154/25)
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-fo...
Surgent’s Opportunities in the Metaverse for Accounting and Other Professionals (SSTE118/25)
It is no secret that accounting firms, like many other organizations, have begun launching operations in the metaverse. For those unsure, the metaverse is a digital or virtual space where participants simulate a host of activities ranging from shoppi...
Surgent’s Data Analytics Readiness Series: Data Modeling (SSTE109/25)
This one-hour course will focus primarily on Power Query, Power Pivot, and VLOOKUP skills. Users will learn how to join tables using various techniques and add-ons in Excel. Users will understand how to utilize the tools while maintaining data integr...
Surgent’s Key Partnership and S Corporation Tax Planning Strategies (SSTX126/25)
Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course ...
Surgent’s Fraud Basics: Protecting the Company Till (SSAA184/25)
The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions ...
Surgent’s Individual Tax Planning Ideas (SSTX166/25)
With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year ...
Surgent’s Form 1040 Return Review Boot Camp for New and Experienced Reviewers (SSTX139/25)
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of check...
Surgent’s Buying and Selling a Business: Critical Tax and Structuring Issues (SSTX219/25)
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a...
Surgent’s Limited Liability Companies: Losses, Liquidations, Terminations, Continuations, and Sales (SSTX105/25)
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Surgent’s Weekly Expert Hour (Original Air Date: 1/07/21) (SSTX282/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Mastering Accounting for Income Taxes (SSAA148/25)
Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to un...
Surgent’s Goodwill Impairment Testing (SSAA221/25)
This course provides an overview of goodwill impairment testing. The accounting and reporting requirements related to goodwill are prescribed by the Financial Accounting Standards Board (FASB) in ASC Topic 350-20. This course focuses on topics such a...
Surgent’s UiPath: Step into RPA (SSTE132/25)
Surgent has partnered with UiPath(TM), the world's leading robotic process automation (RPA) software company, to provide this CPE course that gives learners practical application in RPA. Participants in this course receive an engaging introduction to...
Surgent’s A Complete Guide to the Yellow Book (SSAA162/25)
If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in perf...
Surgent’s Project Management: Tips, Tricks, and Traps (SSMG126/25)
This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest comp...
Surgent’s Taking Advantage of Installment Sales (SSTX159/25)
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognit...
Surgent’s Government and Nonprofit Frauds and Controls to Stop Them (SSAA203/25)
George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe...
Surgent’s Raising Financially Capable Children (SSOT127/25)
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...
Surgent’s Transitioning to the Accounting Profession (SSET100/25)
New accountants, whether coming right out of school or from industry will find that the accounting profession is heavily governed by technical and ethical standards. In addition, the new accounting professional will need to understand new terminolog...
Surgent’s Federal Tax Update (SSTX117/25)
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This c...
Surgent’s Project Management for Finance Professionals (SSMG125/25)
The past few years have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is an important part of every organization; however, often companies do not differentiate between project manage...
Surgent’s S Corporation Core Tax Issues From Formation Through Liquidation (SSTX214/25)
As experienced staff members master the preparation intricacies of an 1120-S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in b...
Surgent’s Taxation of Partnership Distributions and Sales of Partnership Interests (SSTX196/25)
This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests - topics that tax practitioners are often asked about by clients.Tax practitioners are called upon to advise both the partnership which ma...
Surgent’s Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions (SSTX236/25)
With a greater-than-ever 179 deduction boosted by additional first-year depreciation and pandemic-related business-friendly provisions, these are unprecedented times for businesses to make major asset investments.
From the most up-to-date...
Surgent’s Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (SSAA191/25)
With the AICPA's heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor's overall responsibility to provide high quality services, the focus on compliance with professional standards has never been...
Surgent’s Revenue Recognition – U.S. GAAP vs. IFRS (SSAA270/25)
This course provides an overview of the similarities and key differences between the revenue recognition standards issued by the FASB (ASC Topic 606) and the IASB (IFRS 15). While these standards are materially similar as the regulators worked jointl...
Surgent’s Microsoft 365: Getting Started with Excel PivotTables and PivotCharts (SSMG100/25)
This course is a two-lesson advanced level course that guides you through creating, formatting, and modifying PivotTables and PivotCharts in Excel using step-by-step hands-on activities.In Lesson 1, you learn how to create a blank PivotTable; then us...
Surgent’s Annual Accounting Update (SSAA141/25)
Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides an overview of recent accounting matters including private company standard setting activities; a review of ASU...
Surgent’s This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas (SSTX154/25)
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore pr...
Surgent’s Data Analytics Readiness Series: Excel Tables (SSTE107/25)
In this one-hour course, users will apply Excel and Power BI tools and skills directly to tables in Excel. Users will work alongside the instructor to create named tables, create structured references, enter formulas, and prepare the tables for inpu...
Surgent’s Understanding Non-Compete Agreements (SSOT137/25)
More and more employers rely on non-compete agreements to protect company assets. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships and specialized training, a...
Surgent’s Artificial Intelligence for Accounting and Finance Professionals (SSTE100/25)
Accounting and finance professionals have used different forms of automation over the years to improve the efficiency and accuracy of their work. So far, technology has not been able to replace the knowledge, experience, and decision-making of seaso...
Surgent’s Annual Accounting and Auditing Update (SSAA140/25)
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing...
Surgent’s Disclosure Requirements for SEC Form 8-K (SSAA186/25)
This course provides an overview of the disclosure requirements for SEC Form 8-K, the broad form used to notify investors in U.S. publicly traded companies of certain events that may be important . This course provides an overview of the key disclo...
Surgent’s Weekly Expert Hour (Original Air Date: 8/19/21) (SSTX263/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Weekly Expert Hour (Original Air Date: 6/24/21) (SSTX271/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Real Estate Taxation: Critical Considerations (SSTX204/25)
This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must n...
Surgent’s Time Management for Professionals (SSOT136/25)
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget ...
Surgent’s Why Do They Do It? The Psychology of Fraud (SSAA199/25)
This course will discuss the psychology behind white-collar crime. It will conclude with a conversation with Abby Ellin, author of Duped. This is the third of five 2-hour courses in Surgent's Fraud Certificate Program. This program includes a combi...
Surgent’s U.S. GAAP vs. IFRS – Rev Rec & Business Combinations (SSAA284/25)
This course provides an overview of the similarities and key differences between the revenue recognition and business combination standards issued by the FASB and IASB. While these standards are similar in many material respects, there are notable di...
Surgent’s Nuts & Bolts of Cryptocurrency Taxation (SSTX190/25)
Cryptocurrency is heading mainstream. According to a recent study conducted by New York Digital Investment Group, there are 46 million bitcoin holders in the US, and institutions have also shown increased interest in this space. The rising popularity...
Surgent’s Performing Effective and Efficient Analytical Procedures (SSAA114/25)
Analytical review procedures are performed in the preliminary and final stages of the audit. Auditors may also choose to perform analytical procedures as substantive tests. It is important to properly design and perform the procedures to ensure an e...
Surgent’s Build Professional Relationships to Enhance Your Career-Authentic Networking (SSOT109/25)
Networking can be a game changer but is too often viewed as a self- promotion tool that is not natural for most people. When one flips the context and instead views it as a way to help and support others while also improving professional relationshi...
Surgent’s Lessons Learned from Successful Companies (SSMG118/25)
Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, r...
Surgent’s Applying Lessons Learned To Assure a Successful ASC 842 Adoption (SSAA239/25)
With the effective date of ASC 842, Leases, imminent, it's time to get tactical with your implementation plan. In this webinar, Ane Ohm, the co-founder and CEO of leading lease accounting software provider LeaseCrunch, joins Surgent to discuss lesson...
Surgent’s Weekly Expert Hour (Original Air Date: 09/17/20) (SSTX295/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Weekly Expert Hour (Original Air Date: 10/29/20) (SSTX289/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Microsoftr PowerPointr 2016: Getting Started (SSMG128/25)
This course guides you through creating and opening PowerPoint presentations; inserting, reorganizing, and deleting slides; applying a design theme and switching between different PowerPoint views. You learn how to insert various types of content on ...
Surgent’s Remote Leadership and Virtual Meeting Mastery (SSOT128/25)
The accounting industry has embraced the hybrid and, in some cases, fully remote work model for the profession. As technology has evolved to support this strategy, the need to project professionalism and leadership through a virtual platform has beco...
Surgent’s Microsoft 365: Exploring Useful Excel Functions (SSMG101/25)
This course is a one-lesson intermediate level course that guides you through using the Quick Analysis feature to quickly insert row and column totals and creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, D...
Surgent’s Taxation of the Mobile Workforce (SSTX243/25)
Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this ...
Surgent’s GAAP Hot Topics – What You Need to Know (SSAA215/25)
This course provides an overview of several of the key accounting and reporting topics within U.S. GAAP. This includes a discussion of accounting for business combinations, revenue recognition principles, and leasing transactions. This course also ...
Surgent’s Weekly Expert Hour (Original Air Date: 5/19/22) (SSTX309/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (SSAA190/25)
With the AICPA's heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor's overall responsibility to provide high quality services, the focus on compliance with professional standards has never been...
Surgent’s Weekly Expert Hour (Original Air Date: 9/03/20) (SSTX297/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Auditing Accounts Receivable: An Overview (SSAA107/25)
Accounts receivable tends to carry higher risk of material misstatement due to the complexity and subjectivity involved with recognition, measure, and valuation. In addition, revenue recognition is presumed to be a significant fraud risk. This module...
Surgent’s Implementing Subscription Pricing to Your Practice (SSMG131/25)
This course is designed to provide accountants with a comprehensive understanding of the subscription pricing model. As the business world increasingly shifts toward subscription-based models, it's crucial for accountants to understand the financial ...
Surgent’s Reporting Internal Control Deficiencies Under the Yellow Book (SSAA269/25)
The Yellow Book contains performance and reporting requirements related to internal control deficiencies. This course is designed to help you understand these requirements and excel in applying them. We will also examine where the auditor draws the l...
Surgent’s Understanding and Testing Control and Compliance in a Single Audit (SSAA287/25)
The control and compliance requirements for single audits differ from the requirements for GAAS audits. As a result, sometimes it's difficult to tell where the auditor's responsibilities start and stop in a single audit. This course is designed to he...
Surgent’s Estate and Life Planning Issues for the Middle-Income Client (SSTX203/25)
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who wo...
Surgent’s The Essential Multistate Tax Update (SSTX178/25)
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scrambl...
Surgent’s Weekly Expert Hour (Original Air Date: 10/14/21) (SSTX251/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Business Development for Accounting and Other Professionals (SSOT105/25)
To grow and succeed, accounting and finance professionals must have a workable business development plan - and execute it effectively. Business development plans serve as a road map for bringing new clients into an organization and keeping the client...
Surgent’s Weekly Expert Hour (Original Air Date: 5/06/21) (SSTX278/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Professional Email Writing Basics (SSOT141/25)
Written business communication provides a structured, documented, and efficient way to convey information, make decisions and collaborate across various business functions. It ensures clarity, consistency, and professionalism in all interactions.Wel...
Surgent’s Weekly Expert Hour (Original Air Date: 10/22/20) (SSTX290/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Power BI Desktop: DAX Formulas, Reporting, and Visualizations (SSTE115/25)
Power BI Desktop is the authoring tool for the Power BI Ecosystem and is an essential component of the Power BI ecosystem. Power BI Desktop is a free application that is available for download.This one-hour course will demonstrate the capabilities of...
Surgent’s Internal Controls, COSO, and COVID-19 (SSAA233/25)
Companies that fall victim to fraud schemes need to reassess internal controls in order to prevent future fraudulent activity. In this course, we will review the 18 most prevalent internal controls that should be present (as well as designed and oper...
Surgent’s The Essential Multistate Tax Update (SSTX177/25)
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scrambl...
Surgent’s Max the Tax: Crowdfunding (SSOT124/25)
Your client, Aida, wants to share an amazing new product and service with the world, but she needs funding. The product, a sensory jacket, syncs with virtual reality (VR) apps so people can use more of their senses in VR experiences. Ask relevant que...
Surgent’s Strategies for Maximizing Social Security Benefits (SSTX224/25)
As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeabl...
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SSTX116/25)
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innova...
Surgent’s Guide to Payroll Taxes and 1099 Issues (SSTX147/25)
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, t...
Surgent’s A Guide to Auditing Common Investments (SSAA111/25)
Many small- and mid-size entities hold fewer complex investments including alternative investments. This module will provide an overview for evaluating the proper recognition, measurement, and disclosure of common investment types as well as how to a...
The Best Individual Income Tax Update Course by Surgent (SSTX123/25)
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will...
Surgent’s Data Analytics Readiness Series: Data Preparation Using Get and Transform (SSTE105/25)
In this one-hour course, users will learn to apply Power Query to extract, transform, and load data for analysis. Users will learn how to manipulate data once it is loaded into the platform and will practice the manipulation during the course. Using ...
Surgent’s Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (SSAA149/25)
It's been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You cannot simply apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a ...
Surgent’s Winning the Fraud Battle in the Digital Age: Prevention and Detection (SSAA157/25)
The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions ...
Surgent’s Weekly Expert Hour (Original Air Date: 6/30/22) (SSTX315/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (SSTX137/25)
The IRS believes, perhaps with some justification, that many workers classified as independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often c...
Surgent’s Securing a Comfortable Retirement (SSOT130/25)
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.
Surgent’s Power Query Series: Editor – The User Interface of Power Query (SSTE125/25)
This course introduces users to the Power Query Editor, using the Excel version of Power Query, and includes a hands-on transformation exercise using the editor. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a ...
Surgent’s Ethics for Tax Professionals (SSET102/25)
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Int...
Surgent’s Weekly Expert Hour (Original Air Date: 9/10/20) (SSTX296/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Max the Tax: Entity Selection (SSTX187/25)
A client is starting a new business and needs advice on whether to choose an S or C corporation. She is seeking support to determine the most advantageous entity from a tax-efficiency perspective. Participants will first ask relevant questions about...
Surgent’s Schedules K-2 and K-3: Filing Requirements (SSTX168/25)
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2023 tax year, this course is an essential guide for tax preparers on how to identify wh...
Surgent’s Partnership and LLC Core Tax Issues From Formation Through Liquidation (SSTX200/25)
As they gain more experience, staff are expected to take on more complex assignments with minimal supervision. The course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparati...
Surgent’s The Nimble Business: How to Thrive in a Rapidly Changing World (SSMG134/25)
The recent pandemic showed us one very important thing: the nimble business was in a far better position to change quickly and survive. Some organizations are nimbler, but why? The reason is that they know that change will happen quickly, and they s...
Surgent’s Data Analytics Readiness Series: Visualizations and Reporting (SSTE103/25)
This one-hour course will serve as an introduction to data visualization and reporting using Power BI and Excel. Users will understand the benefits of using Power BI to create data visualizations and how Power BI differs from previous functions in Ex...
Surgent’s Fraud Case Studies: Schemes and Controls (SSAA208/25)
Fraud is prevalent - especially since COVID-19 relief packages passed by legislatures around the world opened the till. The overwhelming majority of fraud cases are never publicized. In this course we will build on our knowledge of why people commit ...
Surgent’s Taxation of the Mobile Workforce (SSTX242/25)
Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this ...
Surgent’s Weekly Expert Hour (Original Air Date: 5/27/21) (SSTX275/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
The Best Individual Income Tax Update Course by Surgent (SSTX122/25)
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will...
Surgent’s Social Security and Medicare: Planning for You and Your Clients (SSTX226/25)
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Se...
Surgent’s Performing Preparation, Compilation, Review and Engagements (SSAA102/25)
CPA firms generally perform a significant number of preparation, compilation and review engagements under the Statements of Standards for Accounting and Review Services (SSARS). Compilations and reviews are performed as attest engagements where prep...
Surgent’s Data Analytics Readiness Series: Calculated Columns and Dimensions (SSTE110/25)
This one-hour course will focus on the use of Excel with Power BI and Power Query to organize and analyze data. Users will primarily work with calculated columns generated from existing data. They will walk through hands-on exercises to create calcul...
Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (SSTX150/25)
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is de...
Surgent’s The Yellow Book Performance and Reporting Requirements for Attestation Engagements (SSAA292/25)
When auditors perform attestation engagements and reviews of financial statements under the Yellow Book, they must apply additional performance and reporting requirements. This course is designed to help you understand and effectively apply the Yello...
Surgent’s How to Settle an Estate – An Overview (SSTX152/25)
This course discusses the legal issues in probating and contesting a will, plus the practical issues involved when settling an estate - marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries. Inventory of estate assets is also discussed.
Surgent’s Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (SSTX195/25)
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course provides new staff coverage of tax areas affecting all business entities, providing staff training which they may carry to other busines...
Surgent’s Weekly Expert Hour (Original Air Date: 12/10/20) (SSTX284/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Construction Contractors: Critical Accounting, Auditing, and Tax Issues (SSAA169/25)
Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Construction engagements are, in many instances, more "dangerous" than most lines of business due to the ma...
Surgent’s Introducing Partner Capital Account Reporting (SSTX132/25)
Tax practitioners are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how does it differ from prior year rules regarding partner capital accounts? This webinar covers exactly that - how the rules rega...
Surgent’s Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (SSOT140/25)
Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction ...
Surgent’s Federal Tax Update (SSTX118/25)
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This c...
Surgent’s Buying and Selling a Business: Tax and Structuring Overview (SSTX218/25)
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a...
Surgent’s Weekly Expert Hour (Original Air Date: 5/12/22) (SSTX308/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Preparation and Compilation Engagements Under the SSARS (SSAA259/25)
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparatio...
Surgent’s Latest Developments in Governmental Accounting and Auditing (SSAA219/25)
This year is indeed another year of significant change in the world of governmental accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current t...
Surgent’s Fraud Environment (SSAA172/25)
Fraud is all around us, though many times we miss it. As accountants, we have a professional responsibility to detect material fraud. However, our ability to detect fraud is directly related to our understanding of how fraud occurs, how prevalent it...
Surgent’s Preparing Individual Tax Returns for New Staff and Paraprofessionals (SSTX197/25)
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff hav...
Surgent’s Government and Nonprofit Frauds and Controls to Stop Them (SSAA202/25)
George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe...
Surgent’s Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (SSTX102/25)
The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as...
Surgent’s Weekly Expert Hour (Original Air Date: 7/22/21) (SSTX267/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Monthly Accounting and Auditing Update (Original Air Date: 10/26/21) (SSAA247/25)
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, an...
Surgent’s Construction Contractors: Accounting and Financial Reporting Issues (SSAA180/25)
Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more "dangerous" than most lines of business due to ...
Surgent’s Weekly Expert Hour (Original Air Date: 8/05/21) (SSTX265/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (SSTX113/25)
Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that...
Surgent’s Weekly Expert Hour (Original Air Date: 6/23/22) (SSTX314/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s The Complete Guide to Payroll Taxes and 1099 Issues (SSTX130/25)
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have als...
Surgent’s Weekly Expert Hour (Original Air Date: 9/16/21) (SSTX248/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Accounting for and Auditing Complex Investments (SSAA121/25)
As companies look for greater investment returns in the current low interest rate environment, they are often investing in more risky types of investments, such as cryptocurrency. Further, as they look to hedge business risks, companies are frequentl...
Surgent’s Mastering Basis Issues for S Corporations, Partnerships, and LLCs (SSTX149/25)
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is de...
Surgent’s Weekly Expert Hour (Original Air Date: 5/5/22) (SSTX307/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Understanding How the IRS Rewards Whistleblowers (SSTX246/25)
In 2006, Congress passed the Tax Relief and Health Care Act. Prior to the Act's passage, rewards to individuals who provided information to the IRS regarding tax fraud were capped at $10 million. The Tax Relief and Health Care Act authorized the IRS ...
Surgent’s The Most Critical Challenges in Not-for-Profit Accounting Today (SSAA164/25)
This year, not-for-profit entities are preparing to apply critical new standards related to contributions of nonfinancial assets, leases, and more. Now is the time to know more than just what the standards say - we need to know what they mean and how...
Surgent’s Weekly Expert Hour (Original Air Date: 5/20/21) (SSTX276/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Loss Limitations – A Mechanical Review (SSTX173/25)
Owners of S corporations and partnerships are subject to various limitations on pass-through losses, each with unique rules, applications, and complexities. As many businesses are reporting losses as a result of COVID-19, it is essential for tax prac...
Surgent’s Using the Work of a Specialist and Internal Audit (SSAA130/25)
During the audit of the financial statements, an auditor will obtain evidence from many sources to support the account balances, transactions, and events that occurred during the period, as well as the financial statement disclosures. This course dis...
Surgent’s Increase Success by Understanding People (SSOT122/25)
As finance professionals we often have dual responsibilities, to use our technical skills and also to exercise our leadership skills to lead a department. But we are often not sufficiently trained in the second, and sometimes most important, skill se...
Surgent’s Introduction to Forensic Accounting (SSAA235/25)
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee...
Surgent’s Section 199A: Applications and Challenges (SSTX111/25)
Section 199A has been with us since the Tax Cuts and Jobs Act of 2017 was passed. Your clients look to you for explanations and best practices to maximize the 20 percent deduction. Pass-through entities and real estate investors stand to benefit from...
Surgent’s FASB Update: New and Recent Accounting Standards Updates (SSAA209/25)
Designed for practitioners and their staff, whether in public accounting or business and industry, this course will provide you with an update of recently issued FASB Accounting Standards Updates (ASUs), and a review of the guidance related to ASC 84...
Surgent’s Performing a Preparation Engagement Under AR-C Section 70 (SSAA262/25)
Be the go-to person for financial statement preparation engagements. Specifically designed for preparation practitioners and their staff, this course will provide you with a hands-on application for performing preparation engagements under AR-C Secti...
Surgent’s Weekly Expert Hour (Original Air Date: 7/01/21) (SSTX270/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Weekly Expert Hour (Original Air Date: 7/23/20) (SSTX302/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges (SSTX163/25)
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognitio...
Surgent’s Weekly Expert Hour (Original Air Date: 6/09/22) (SSTX312/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Technology Trends and Hot Topics Impacting the Accounting Profession (SSAA283/25)
Never have the benefits, and related risks, of utilizing new technology been greater for those in the accounting profession. From Artificial Intelligence (AI), Robotic Process Automation (RPA), and Audit Data Analytics (ADA) to cloud-based software s...
Surgent’s Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (SSAA176/25)
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You w...
Surgent’s Hot IRS Tax Examination Issues for Individuals and Businesses (SSTX142/25)
Although the IRS continues to lose its audit workforce due to budget cuts, it continues to examine specific individuals and small business taxpayers. Now, more than ever, Accounting and Financial Professionals need clients to understand the need for ...
Surgent’s HIPAA: What Accountants and Other Practitioners Need to Know (SSOT120/25)
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 ...
Surgent’s The Most Critical Challenges in Governmental Accounting Today (SSAA160/25)
With the leasing standard and other standards looming, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course m...
Surgent’s Weekly Expert Hour (Original Air Date: 7/7/22) (SSTX316/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Form 1120-S Boot Camp: Step-by-Step Preparation With Completed Forms (SSTX230/25)
The objective of this course is to train new, rusty, or returning-to-practice staff to prepare complicated federal subchapter S corporation tax returns. The course utilizes a chapter-by-chapter, hands-on approach. As more details are discussed in eac...
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SSAA213/25)
This is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort with this inf...
Surgent’s Fraud Basics: Protecting the Company Till (SSAA185/25)
The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions ...
Surgent’s Fundamentals of Internal Controls (SSAA101/25)
Obtaining an understanding of the entity and its environment is critical part of assessing the risk of material misstatement. The auditor obtains an understanding of internal controls by evaluating the design and implementation of key controls over ...
Surgent’s Taking Advantage of Installment Sales (SSTX160/25)
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognit...
Surgent’s Ethics for the Industry Accountant (SSET105/25)
While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to our customers, our firms, and the public. This course will explore the basic tenets of ethical beh...
Surgent’s The Top Five Tax Issues in Dealing with LLCs and Partnerships (SSTX174/25)
Partnerships and LLCs involve unique problems that require careful attention. This course covers selected critical tax issues that practitioners need to know when working with partnerships and limited liability companies, with a focus on planning opportunities and pitfalls.
Surgent’s Guide to the Topic 606 Revenue Recognition Model for All CPAs (SSAA268/25)
While the effective date of Topic 606 has passed for companies, there will always be a need for a comprehensive review of the accounting related to revenue recognition, including recently issued changes to this guidance. Whether you are looking to ...
Surgent’s Surging Auditors: Daily Dilemmas (SSET107/25)
Ethics are the hallmark of our profession, and we must be uncompromising in our commitment to acting ethically. However, many ethical dilemmas arise unexpectedly as we perform our daily tasks, and challenge us, as there often appears to be several wa...
Surgent’s Taking Advantage of Like-Kind Exchanges (SSTX172/25)
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognit...
Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (SSTX127/25)
Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.
Surgent’s Contract Law for Accounting and Finance Professionals (SSOT112/25)
Accounting and finance professionals routinely encounter a broad range of legal issues while advising clients or performing routine job functions. Contract law tops the list as the most frequent issue that intersects with the accounting and finance p...
Surgent’s Weekly Expert Hour (Original Air Date: 10/21/21) (SSTX252/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Accounting and Auditing Credit Losses Under ASC 326 (SSAA131/25)
ASC 326 significantly changes the accounting for credit losses. Given its pervasive scope, virtually every company will need to at least assess the impact of the new ASC 326 guidance and potentially record a material adjustment to implement the new a...
Surgent’s Fraud Case Studies: Schemes and Controls (SSAA207/25)
Fraud is prevalent - especially since COVID-19 relief packages passed by legislatures around the world opened the till. The overwhelming majority of fraud cases are never publicized. In this course we will build on our knowledge of why people commit ...
Surgent’s Top Ten Questions from Partnership Clients Regarding the Section 754 Election (SSTX232/25)
This program is an in-depth analysis of the Section 754 election and the two adjustments associated with the election under Section 743(b) and Section 734(b). The 754 election is a highly technical provision that provides great tax benefits to the ow...
Surgent’s Buying and Selling a Business: Tax and Structuring Overview (SSTX217/25)
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a...
Surgent’s Securing a Comfortable Retirement in the Age of Spending (SSOT131/25)
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.
Surgent’s The Risks and Benefits of ChatGPT and Artificial Intelligence (SSTE102/25)
We see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise...
Surgent’s Weekly Expert Hour (Original Air Date: 1/27/22) (SSTX306/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Introduction to the Audit Process and Risk Assessment (SSAA100/25)
Financial statement auditors are engaged to provide reasonable assurance that financial statements are not materially misstated, whether due to fraud or error. Professional standards require auditors to obtain sufficient and appropriate evidence to s...
Surgent’s Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (SSAA295/25)
If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore th...
Surgent’s Multistate Income Tax Issues (SSTX176/25)
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scrambl...
Surgent’s Audit Quality Update (SSAA123/25)
Engagement quality is the ultimate benchmark that auditors should be judged against. As a senior associate, you have primary responsibility for ensuring that all engagement work is performed on time, within budget, and in accordance with professional...
Surgent’s Individual Income Tax Fundamentals (SSTX157/25)
This course will take new and administrative staff from the most basic concepts to a full understanding of individual tax return preparation - just in time for the crunch of busy season! Updated for impacts of recent legislation, including the SECUR...
Surgent’s Testing Internal Control and Reporting Deficiencies (SSAA116/25)
The risk assessment process requires the auditor to understand internal controls over financial reporting and report deficiencies to management and those charged with governance as defined by professional standards. Auditors may be also required or d...
Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SSMG109/25)
2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In ...
Surgent’s Max the Tax: Metaverse (SSTE119/25)
Your client, Multi-Mega Markets Corporation (MMM), a global conglomerate with businesses in entertainment, fashion, retail, software, technology and other industries, is looking for advice on the state of the metaverse. They are considering starting ...
Surgent’s Auditing Accounts Payable, Accrued Expenses and Debt (SSAA105/25)
This module will discuss the audit of accounts payable, accrued liabilities and typical debt arrangements found in nonpublic entities. Contingencies, income taxes and more complex debt arrangements are covered in other modules. The audit of liabiliti...
Surgent’s Metrics, Benchmarking, and Measurement (SSMG119/25)
Years ago, Peter Drucker said, "what gets measured gets managed," and that is true today. As financial professionals, we understand and desire this, but often it's difficult to get the concept across to the remainder of the organization. This program...
Surgent’s Internal Controls and COSO in a Post-COVID Landscape (SSAA234/25)
Companies that fall victim to fraud schemes need to reassess internal controls in order to prevent future fraudulent activity. In this course, we will review the 18 most prevalent internal controls present as well as designed and operating effectivel...
Surgent’s Compilations, Review, And Attestation Engagements (SSAA113/25)
Most CPA firms perform some level of compilation and review engagements. And some perform engagements under attestation standards. Building off what you learned in the training in Level 1, Module 4, this course offers builds provides a deeper dive ...
Surgent’s Everything You Want to Know and Not Know About Yellow Book Independence (SSAA194/25)
The Yellow Book devotes approximately 30 pages to the topic of independence. This course is designed to help you fully understand the Yellow Book independence requirements. Learn where the limits are, where the limits are not, and how to stay on the right side of the requirements.
Surgent’s Power Query Series: Merge Queries (SSTE130/25)
A merge query combines two queries that have a common column or columns. This course discusses best practices for creating merge queries using Power Query (Excel version) and includes hands-on exercises to enable the user to demonstrate what they ha...
Surgent’s Weekly Expert Hour (Original Air Date: 6/03/21) (SSTX274/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s The Role of the Whistle-Blower (SSAA201/25)
Whistle-blowers play an important role in fraud detection and prevention. This course will review historical financial whistle-blowers and they role they play in organizations, as well as explore whistle-blower myths. It includes a conversation with...
Surgent’s Controllership Skills Update – Budgeting, Forecasting, and Big Data (SSAA167/25)
Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term p...
Surgent’s Establishing State Residency and Saving Your Clients Money (SSTX134/25)
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course ...
Surgent’s Real Estate Taxation: Critical Considerations (SSTX205/25)
This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must n...
Surgent’s Hot Topics Related to ASC 606 (SSAA271/25)
While the effective date for ASC 606 is past for most entities, the challenges of applying the new revenue recognition guidance will undoubtedly continue for a while. In this course, we'll review both issued and proposed ASUs related to ASC 606 and r...
Surgent’s Project Management: Tips, Tricks, and Traps (SSMG127/25)
This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest comp...
Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (SSOT143/25)
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...
Surgent’s A Complete Tax Guide to Exit Planning (SSTX143/25)
When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax...
Surgent’s Surging Auditors: Internal Out of Control (SSAA275/25)
In this hands-on game, participants are helping to prepare an internal control testing plan for Home D‚cor & More (HDM). They must assess controls related to HDM's inventory cycle to determine which financial statement assertions each control satis...
Surgent’s Management’s Discussion and Analysis – What You Need to Know (SSAA250/25)
This course provides an overview of the rules and regulations with respect to the management's discussion and analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC). MD&A...
Surgent’s Lease Accounting: Exploring the New Standard (SSAA238/25)
With the effective date of Topic 842 now here, now is the time to get your hands around the details of the FASB's new leases standard. Designed for accounting and auditing practitioners at all levels in both public accounting and business and industr...
Surgent’s Max the Tax: Schedule C (SSTX182/25)
In this scavenger hunt game, you're a tax associate at Surging CPAs, LLC. It's the busy time of year, and you arrive at work to find an urgent assignment in your inbox from your senior manager, Caroline. Another colleague suddenly quit, and Caroline ...
Surgent’s Navigating the Gray: An Advanced Guide to Auditor Independence Compliance (SSAA212/25)
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course will provide a detailed discussion of accountants' independence and objectivity obligations, including those found in the AICPA Code ...
Surgent’s Accounting for and Auditing Inventory (SSAA117/25)
Many entities have inventory on their books. The types of inventory can range from simple resale of goods purchased to more complex inventories that use process costing. This module will discuss accounting for and auditing less complex inventories an...
Surgent’s Successful Communication (SSOT100/25)
All would agree that successful communications are key to any successful venture, including audits. However, given the tight deadlines, complex issue resolution and the often remote working environment of the audit teams and clients, there are many b...
Surgent’s Guide to the Corporate Transparency Act for Accounting and Finance Professionals (SSOT116/25)
Effective January 1, 2024, an estimated 32.6 million entities will be required to report information about their beneficial owners to FinCEN as part of the Corporate Transparency Act (CTA). In an effort to combat money laundering and other illegal ac...
Surgent’s Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes (SSTX207/25)
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand what kinds of income constitute self-employment income and earned income....
Surgent’s AICPA Update (SSAA146/25)
Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides an overview of recently issued AICPA auditing and attest standards that will be effective for December 31, 2022...
Surgent’s SEC Hot Topics – MD&A and Non-GAAP Financial Measures (SSAA278/25)
This course provides an overview of two of the most popular SEC topics which result in comment letters from the SEC. This includes a discussion of management's discussion and analysis (MD&A) as well as Non-GAAP Financial Measures. These two areas c...
Surgent’s IA Module 1: Gateway to Excellence in Internal Auditing: A Vital Introduction and Orientation to the Profession (SSAA225/25)
This program provides an essential and engaging introduction to the internal audit profession, a primer on current, major internal audit guidance / standards for staff level personnel, and a value adding refresher and reinforcer for more seasoned per...
Surgent’s Microsoftr Excelr 365/Excelr 2019: Working with Data Ranges and Tables (SSMG137/25)
Microsoftr Excelr 365/Excelr 2019: Working with Data Ranges and Tables is a two-lesson, intermediate level course that guides you through organizing, entering, and validating worksheet data and then effectively sorting, filtering, subtotaling, and ou...
Surgent’s Monthly Accounting and Auditing Update (Original Air Date: 11/30/21) (SSAA248/25)
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, an...
Surgent’s Weekly Expert Hour (Original Air Date: 12/03/20) (SSTX285/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Accounting Changes and Error Corrections (SSAA138/25)
This course provides an overview of the accounting requirements with respect to accounting changes and error corrections and the reporting implications within an entity's financial statements. The scope of accounting changes includes a discussion of...
Surgent’s Power Query Series: Data Transformations (SSTE126/25)
This course teaches the user how to perform data transformations in Power Query, using a hands-on approach. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the Excel user to...
Surgent’s Annual FASB Update and Review (SSAA210/25)
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accoun...
Surgent’s Going Concern Considerations in the COVID-19 Environment (SSAA144/25)
Of all the financial reporting impacts related to COVID-19, financial statement disclosure and accountants' reporting when substantial doubt about an entity's ability to continue as a going concern is likely to continue for several reporting cycles. ...
Surgent’s Essential Depreciation and Expensing Update (SSTX237/25)
The "permanent" changes from the TCJA may stand like a lion in the pathway of change, but Washington has its own definition of permanent. Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of ru...
Surgent’s Weekly Expert Hour (Original Air Date: 7/21/22) (SSTX318/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Monthly Accounting and Auditing Update (Original Air Date: 9/28/21) (SSAA246/25)
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, an...
Surgent’s What Tax Practitioners Need to Know About Medicare (SSTX175/25)
When the first cohort of Baby Boomers turned age 65 several years ago, tax advisors began to be bombarded with questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or require...
Surgent’s Microsoftr Excelr 2019: Getting Started with PivotTables and PivotCharts (SSMG129/25)
This course is a two-lesson advanced level course that guides you through creating, formatting, and modifying PivotTables and PivotCharts in Excel using step-by-step hands-on activities.
Surgent’s Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (SSTX239/25)
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the ...
Surgent’s Marijuana: A Generalized Business Viewpoint (SSST123/25)
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, ot...
Surgent’s Understanding the High-Stakes Mega Issues in A&A Today (SSAA224/25)
With so much of significance going on currently in the world of A&A today, you need to be able to make sense of the key drivers of our profession. In this course, we will review the key aspects of the events that are impacting practitioners and finan...
Surgent’s 2023 Tax Update (SSTX162/25)
Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course...
Surgent’s Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (SSAA285/25)
Professional standards are changing with the times and the desire of the AICPA to move the profession into a new era where use of technology will play a key role in an audit and professional skepticism, independence, and quality are emphasized. We ar...
Surgent’s Weekly Expert Hour (Original Air Date: 9/23/21) (SSTX247/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Preparing Not-for-Profit Financial Statements (SSAA189/25)
In order to prepare accurate and effective not-for-profit financial statements, professionals must have a strong working knowledge of the reporting requirements. Now is the time to obtain that knowledge! This course explains the requirements, illustr...
Surgent’s Applying the Yellow Book to a Financial Statement Audit (SSAA265/25)
Knowing just a little about the Yellow Book can hurt you! It is important to have a thorough understanding of the standards. This course covers the Yellow Book financial auditing requirements and prepares you to excel in applying the standards. You w...
Surgent’s Lessons Learned From Recent Accounting Malpractice Actions (SSOT104/25)
Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting...
Surgent’s Financial Reporting Update for Tax Practitioners (SSAA137/25)
Tax advisors will be updated on the most recently enacted legislation and IRS guidance as well as updates of recent standard-setting activities at the FASB and AICPA. To start, the course will review the significant tax, financial accounting, auditin...
Surgent’s Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (SSTX221/25)
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of check...
Surgent’s Weekly Expert Hour (Original Air Date: 7/15/21) (SSTX268/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Accounting Hot Topics (SSAA127/25)
In addition to being experts on the nuts and bolts of accounting and auditing, experienced auditors must also be aware of the emerging trends in our industry, as well as those complex topics with which we don't need to deal on an everyday basis. In t...
Surgent’s The Complete Guide to Payroll Taxes and 1099 Issues (SSTX131/25)
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have als...
Surgent’s Choosing the Right Business Entity (SSTX128/25)
The business structure a client chooses influences virtually everything: day-to-day operations, taxes, how much of their personal assets are at risk, and more. For this and many other reasons, it is critical that a client choose a business structure ...
Surgent’s Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (SSAA150/25)
It's been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You cannot simply apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a ...
Surgent’s Fraud 101: Understanding Basic Fraud Schemes (SSAA197/25)
This course will discuss common fraud schemes found in business transactions. The course also includes a conversation with Nathan Mueller, a reformed white-collar offender who committed financial statement fraud from a large financial institution.Thi...
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (SSTX106/25)
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Surgent’s The Inflation Reduction Act’s Changes to Auto and Energy-Related Tax Credits (SSTX110/25)
The Inflation Reduction Act (IRA) contains many changes to auto and energy-related credits as well as new credits and old credits that have been renamed. For instance, did you know that the IRA brings back a credit for installation of electric ca...
Surgent’s FASB Accounting Standards Update (SSAA195/25)
Designed to keep you up to date on recent activity of the Financial Accounting Standards Board (FASB), this course will summarize recently issued Accounting Standards Updates (ASUs) issued by the FASB in 2020 and 2021 year to date. The course will d...
Surgent’s What in the GASB Were They Thinking! Governments and Leases (SSAA289/25)
Governments enter into leases for many types of assets. This course is designed to help you understand the core components of governmental lease accounting under GASB No. 87, Leases. You will learn the important definitions involved, the key decision...
Surgent’s The CMA’s Guide to Project Management (SSAA218/25)
A significant number of projects fail to achieve their initial goals and/or are not completed within budget and their original timetable. As a team member, a CMA has a unique skill set and experiences to assist in project management. In addition to t...
Surgent’s Latest Developments in Nonprofit Accounting and Auditing (SSAA255/25)
This is another year of significant change in the world of nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort with this informative update course...
Surgent’s Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (SSMG117/25)
Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Forecasting and budgeting are two words that often draw an advers...
Surgent’s Microsoftr Excelr 365 and Excelr 2019: Getting Started with Excel (SSMG112/25)
Microsoftr Excelr 365 and Excelr 2019: Getting Started with Excel is a three-lesson basic level course that introduces you to the Excel software and then guides you through basic Excel features using step-by-step hands-on activities.Although this is ...
Surgent’s Understanding and Testing Control and Compliance in a Single Audit (SSAA286/25)
The control and compliance requirements for single audits differ from the requirements for GAAS audits. As a result, sometimes it's difficult to tell where the auditor's responsibilities start and stop in a single audit. This course is designed to he...
Surgent’s Understanding and Testing General Information Technology Controls (SSAA126/25)
The information technology component of the COSO Framework's Information and Communication element is a very important part of an entity's business processes. Controls over information technology (IT) are effective when they maintain the integrity of...
Surgent’s Monthly Accounting and Auditing Update (Original Air Date: 12/28/21) (SSAA249/25)
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, an...
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SSTX100/25)
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduc...
Surgent’s Principles of Financial Statement Presentation (SSAA261/25)
This course provides an overview of the key presentation requirements with respect to an entity's financial statements. This includes a discussion of key principles related to an entity's overall presentation as well as specific topics with respect ...
Surgent’s Weekly Expert Hour (Original Air Date: 1/28/21) (SSTX279/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the NEW Proposed RMD Regulations (SSTX209/25)
Required minimum distributions (RMD) must begin for the year in which the account owner reaches age 72 unless an exception applies. RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts is more compl...
Surgent’s Construction Contractors: Accounting and Financial Reporting Issues (SSAA181/25)
Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more "dangerous" than most lines of business due to ...
Surgent’s Weekly Expert Hour (Original Air Date: 5/13/21) (SSTX277/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Navigating Your Client Through the IRS Appeals Process (SSTX189/25)
Despite the fact that a client's tax matter may be taken directly to court, utilizing IRS Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of going to IRS Appeals.
Surgent’s Weekly Expert Hour (Original Air Date: 1/21/21) (SSTX280/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Max the Tax: Section 754 (SSTX185/25)
Two firms need expert help with Section 754, and game participants are just the right people to assist. First, partners at LMN, LLP are considering electing Section 754. They need to understand key aspects of the process and want to ensure the best o...
Surgent’s IA Module 6 — Internal Audit (IA) Fieldwork Fundamentals and Documentation Essentials (SSAA230/25)
While risk assessment and planning lay the foundation for IA engagement programs, it is the effective execution of the program that ultimately determines the success of the IA activity in serving and adding value to its stakeholders. The results of I...
Surgent’s A Complete Guide to the Yellow Book (SSAA161/25)
If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in perf...
Surgent’s Top Business Tax Planning Strategies (SSTX124/25)
Tax planning for the end of 2023 and for 2024 is largely built upon legislation contained within the Inflation Reduction Act and the SECURE Act 2.0, both enacted in 2022, that offers new planning options for businesses. There are, however, other busi...
Surgent’s Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (SSAA240/25)
For those entities who formerly recognized revenue under the guidance of Statement of Position 81-1, Accounting for Performance of Construction-Type and Certain Production-Type Contracts (SOP 81-1/ASC 605-35), understanding the basics of Topic 606 is...
Surgent’s Weekly Expert Hour (Original Air Date: 9/09/21) (SSTX260/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting, and Budgeting (SSMG124/25)
Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Many organizations spend huge amounts of money and effort at ...
Surgent’s Multistate Tax Update (SSTX179/25)
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case the states are working fast and furious to overhaul their tax laws. As some states scramble...
Surgent’s Ethical Considerations for CPAs (SSET103/25)
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course provides a framework within which to consider the ethical challenges facing CPAs and focuses on ethical requirements that CPAs must a...
Surgent’s Individual and Financial-Planning Tax Camp (SSTX155/25)
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely h...
Surgent’s Applying the Yellow Book to a Financial Statement Audit (SSAA264/25)
Knowing just a little about the Yellow Book can hurt you! It is important to have a thorough understanding of the standards. This course covers the Yellow Book financial auditing requirements and prepares you to excel in applying the standards. You w...
Surgent’s Guide to Payroll Taxes and 1099 Issues (SSTX148/25)
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, t...
Surgent’s Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (SSMG114/25)
All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the f...
Surgent’s Surging Auditors: Searching for Unrecorded Liabilities (SSAA277/25)
The manager for Home D‚cor and More (HDM) requests that participants conduct a search for unrecorded liabilities. The company experienced recent turnover in the accounts payable department so there is extra concern that all liabilities have been ca...
Surgent’s Auditing Property, Plant, & Equipment (SSAA104/25)
Property, plant, and equipment is present, at least to some extent, in virtually all audit clients. Auditing the area can be straight forward but when an entity is building machinery or equipment, complexities arise. Property and equipment can also i...
Surgent’s Engagement and Client Retention Best Practices (SSMG107/25)
Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client's relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthe...
Surgent’s Microsoftr Excelr 2019: Exploring Useful Excel Functions (SSMG113/25)
This course is a one-lesson intermediate level course that guides you through creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, Database, Text, and Logical functions.
Surgent’s Weekly Expert Hour (Original Air Date: 11/11/21) (SSTX255/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Weekly Expert Hour (Original Air Date: 8/26/21) (SSTX262/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Disclosures of Risks and Uncertainties (SSAA187/25)
This course provides an overview of the disclosure requirements regarding risks and uncertainties. The disclosure requirements related to risks and uncertainties are prescribed by the Financial Accounting Standards Board (FASB) in ASC Topic 275. Fo...
Surgent’s Weekly Expert Hour (Original Air Date: 8/27/20) (SSTX2982/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s The Yellow Book Performance and Reporting Requirements for a Financial Audit (SSAA291/25)
When auditors perform financial audits under the Yellow Book, they must apply nine areas of additional performance requirements and seven areas of additional reporting requirements. This course is designed to help you understand and effectively apply...
Surgent’s Annual FASB Update and Review (SSAA211/25)
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accoun...
Surgent’s Ethical Considerations for CPAs (SSET101/25)
As accounting firm's non-attest offerings to their attest clients become more diversified, such engagements increase firms' exposure to independence violations. In order to thread the needle of providing value-added services and upholding their indep...
Surgent’s Max the Tax: Schedule E (SSTX183/25)
You just received an email from Roni, a prospective new client. He owns several properties under the business name Roni's Real Rentals LLC and wants help minimizing rental income and maximizing deductions that offset the rental income. You will inter...
Surgent’s Monthly Accounting and Auditing Update (Original Air Date: 8/31/21) (SSAA245/25)
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, an...
Surgent’s Max the Tax: Common Deductions (SSTX181/25)
During this interactive simulation, you will interview a sophisticated client who is knowledgeable about the latest changes in tax laws. This client always comes prepared with ideas of what deductions he may take, and it is your job to determine whet...
Surgent’s A Complete Guide to Offers in Compromise (SSTX193/25)
This course is designed to assist practitioners in preparing Offers in Compromise (OIC). After this course, you should have an understanding of how proper planning can make a significant difference in the amount eventually paid to the IRS and the res...
Surgent’s IA Module 2: Strategic Roles, Positioning, and Attributes of High Impact Audit Groups (SSAA226/25)
A highly effective internal audit group's value to an organization is directly related to its independence and competence in fulfilling its charter. To function optimally, an internal audit group needs unrestricted access to the subject matter it is...
Surgent’s Form 1040 Return Review Boot Camp for New and Experienced Reviewers (SSTX138/25)
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of check...
Surgent’s S Corporation, Partnership, and LLC Tax Update (SSTX114/25)
If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-plannin...
Surgent’s Non-GAAP Financial Measures – What You Need to Know (SSAA251/25)
This course provides an overview of non-GAAP financial measures with a particular emphasis on comments from the SEC, the FASB, as well as comment letter analysis from several of the Big Four accounting firms. Non-GAAP financial measures continue to ...
Surgent’s Weekly Expert Hour (Original Air Date: 5/26/22) (SSTX310/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Why People Quit: A Look at Accounting and Other Professionals (SSOT142/25)
Employee turnover has always been expensive, and experts warn that the cost of employee attrition keeps rising. Tight labor markets, a strong economy, and increasingly collaborative jobs are just some of the explanations given for the high price of l...
Surgent’s The Most Critical Challenges in Not-for-Profit Accounting Today (SSAA165/25)
This year, not-for-profit entities are preparing to apply critical new standards related to contributions of nonfinancial assets, leases, and more. Now is the time to know more than just what the standards say - we need to know what they mean and how...
Surgent’s Goodwill Impairment Basics (SSAA220/25)
This course provides a basic overview of goodwill impairment testing. The accounting and reporting requirements related to goodwill are prescribed by the Financial Accounting Standards Board (FASB) in ASC Topic 350-20. This course focuses on the su...
Surgent’s Preparing Not-for-Profit Financial Statements (SSAA188/25)
In order to prepare accurate and effective not-for-profit financial statements, professionals must have a strong working knowledge of the reporting requirements. Now is the time to obtain that knowledge! This course explains the requirements, illustr...
Surgent’s Risk Management for the Small Business (SSMG130/25)
In many smaller organizations the job of risk manager is housed with the CEO, and many of the staff who better understand the details of the various risks are not included in risk-management discussions. This program will take a hard look at risk man...
Surgent’s How Can I Spot Fraud? A Review of Fraud Detection and Prevention Techniques (SSAA198/25)
This course will discuss what to do if you suspect fraud within your organization. The HealthSouth fraud case is presented as a means of understanding how the fraud was committed, and ways in which it could have been prevented. This is the second of ...
Surgent’s Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (SSAA133/25)
The effective date for ASU 2016-02, Leases (Topic 842) is finally here. The new standard eliminates one of the largest forms of off-balance sheet accounting and requires most leases to be brought onto the balance sheet irrespective of their classific...
Surgent’s Technology Trends and Risks of Interest to CPAs (SSAA173/25)
Never have the benefits, and related risks, of utilizing new technology been greater for those in the accounting profession. From Artificial Intelligence (AI), Robotic Process Automation(RPA), and Audit Data Analytics (ADA) to cloud-based software so...
Surgent’s Weekly Expert Hour (Original Air Date: 8/12/21) (SSTX264/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Weekly Expert Hour (Original Air Date: 6/16/22) (SSTX313/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Auditing Accounting Estimates (SSAA124/25)
As you advance in your audit careers, your responsibilities include auditing more subjective areas, such as accounting estimate. These estimates are pervasive across a set of financial statements and are often very sensitive to relatively small chang...
Surgent’s Stock vs. Asset Acquisitions of C Corporations (SSTX231/25)
A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation's ongoing business. In a s...
Surgent’s Fraud in Governments and Nonprofits (SSAA293/25)
The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn from. In this course, we will look back on real-world government and nonprofit frauds and derive useful controls to stop them.
Surgent’s Monthly Accounting and Auditing Update (Original Air Date: 7/27/21) (SSAA244/25)
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, an...
Surgent’s Examining ASC 842, Leases: More Than Meets the Eye (SSAA254/25)
Implementing ASU No. 2016-02, Leases (Topic 842) is sure to have a major impact on your balance sheet and potentially on your business as well. This course is a one-stop shop for what you need to know about the now-effective changes to the lease acco...
Surgent’s Working Remotely: Best Practices, Challenges, and Opportunities (SSOT139/25)
Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utili...
Surgent’s New York: Avoiding Harassment and Discrimination in the Workplace (SSOT118/25)
The law is clear that to avoid liability for unlawful harassment claims, employers must take preventive steps. One such preventative step is effective, professional training. This course includes information specific to New York employees.
Surgent’s Real Estate Tax Boot Camp (SSTX206/25)
This course is a `deep dive' into all things real estate tax-related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acqui...
Surgent’s Proven Controls to Steer You Clear of Fraud (SSAA205/25)
Every organization in the world will fall victim to fraud. This course will cover the means and methods available to reduce the prevalence of fraud. We will also discuss the controls that victim organizations employ in order to seek improvements for our own organizations.
Surgent’s Achieving High Levels of Compliance and Customer Service in Your Organization (SSMG104/25)
Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and c...
Surgent’s Weekly Expert Hour (Original Air Date: 9/02/21) (SSTX261/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (SSTX222/25)
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of check...
Surgent’s Did I Pick the Right Major? Selecting Major Programs in a Single Audit (SSAA183/25)
Even after we complete our work at an institution, the question sometimes lingers: "Did I pick the right major?" Major program determination is difficult in a single audit and sometimes we feel ill prepared to make the best decision. This course will...
Surgent’s Annual Auditing Update (SSAA152/25)
Designed for accounting, audit, and attestation practitioners at all levels in both public accounting and business and industry, this course provides an overview of the recent pronouncements and guidance issued by the AICPA related to audit and attes...
Surgent’s Guide and Update to Compilations, Reviews, and Preparations (SSAA179/25)
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. Y...
Surgent’s Weekly Expert Hour (Original Air Date: 11/12/20) (SSTX287/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Microsoftr Wordr 365 and Wordr 2019: Getting Started (SSMG115/25)
This course is a three-lesson basic level course that guides you through opening, creating, formatting, previewing, printing, and saving text documents.
Surgent’s Weekly Expert Hour (Original Air Date: 8/27/20) (SSTX298/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Business Development: Referral Rally (SSOT106/25)
Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing networking groups to m...
Surgent’s Ethical Considerations for the CPA (SSET104/25)
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focu...
Surgent’s Weekly Expert Hour (Original Air Date: 7/30/20) (SSTX301/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s What You Need to Know About ASC 842, Leases (SSAA252/25)
With the effective date of ASC 842, Leases, right around the corner, companies are running out of time develop their implementation plans. In this one-hour overview course, we'll review the key accounting aspects of ASC 842, primarily from a lessee's...
Surgent’s Key Partnership and S Corporation Tax Planning Strategies (SSTX125/25)
Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course ...
Surgent’s Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (SSTX244/25)
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, w...
Surgent’s Weekly Expert Hour (Original Air Date: 6/17/21) (SSTX272/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and ...
Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SSMG108/25)
2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In ...
Surgent’s Guide to Calculating S Corporation Shareholder Stock and Loan Basis (SSTX133/25)
This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the new IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This ...
Surgent’s Individual Income Tax Update (SSTX121/25)
This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your ...
Surgent’s Service Organization Control Reports – A User Auditor View (SSAA171/25)
As entities continue to oursource financially significant processes, auditors will need to rely on third party assessments of the effectiveness of the controls over these processes. These assessments are called SOC1 reports. Understanding the scope...
Surgent’s Preparing Individual Tax Returns for New Staff and Paraprofessionals (SSTX198/25)
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff hav...
Surgent’s Going Concern Accounting and Reporting Considerations (SSAA145/25)
This course will review the relevant considerations related to going concern, including assessing when substantial doubt concerning an entity's ability to continue as a going concern exists, management mitigation efforts, and required disclosures bot...
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SSOT134/25)
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decision...
Surgent’s Power BI.com: Empowering Collaborative Data Analytics in Your Organization (SSTE116/25)
A data-driven culture can only occur when there is collaboration, communication, and cooperation between everyone in your organization.Collaboration can only occur in the Power BI ecosystem when your organization works in the cloud with Power BI.com,...
Surgent’s Financial Reporting Update for Tax Practitioners (SSAA136/25)
Tax advisors will be updated on the most recently enacted legislation and IRS guidance as well as updates of recent standard-setting activities at the FASB and AICPA. To start, the course will review the significant tax, financial accounting, auditin...
Surgent’s Weekly Expert Hour (Original Air Date: 8/06/20) (SSTX300/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Implementing the New Risk Assessment Standard (SSAA266/25)
The auditor's responsibilities related to risk assessment are changing at the end of 2023! This power-packed webinar will empower you with the working knowledge of SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of M...
Surgent’s Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (SSMG132/25)
Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large ...
Surgent’s Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing (SSTE106/25)
This one-hour course will introduce users to table functions in Excel and Power BI. Users will demonstrate an ability to apply and utilize named ranges and naming conventions to data. Specific focus will be given to common formulas and functions wit...
Surgent’s Guide and Update to Compilations, Reviews, and Preparations (SSAA178/25)
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You w...
Surgent’s Focus on Engagement Quality: How to Avoid Deficiencies in Peer Reviews (SSAA192/25)
With the AICPA's heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor's overall responsibility to provide high quality services, the focus on compliance with professional standards has never been...
Surgent’s Effective Techniques for Auditing Contingencies and Going Concern (SSAA115/25)
In these rapidly changing times, an entity may experience significant uncertainties. This is especially true at this time due to issues entities have experienced as a result of the pandemic declared in March 2020 which are still ongoing for many. N...
Surgent’s Weekly Expert Hour (Original Air Date: 12/02/21) (SSTX257/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Weekly Expert Hour (Original Air Date: 8/13/20) (SSTX299/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
Surgent’s Advanced Critical Tax Issues for S Corporations (SSTX108/25)
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.
Surgent’s Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (SSTX191/25)
Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, ...