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4 Credits
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...
4 Credits
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...
1 Credit
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....
2 Credits
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.
4 Credits
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...
2 Credits
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,...
10 Credits
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...
2 Credits
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.
8 Credits
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...
4 Credits
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. ...
4 Credits
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.
12 Credits
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...
1 Credit
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...
4 Credits
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...
1 Credit
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...
10 Credits
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...
1 Credit
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...
4 Credits
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...
4 Credits
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 ...
8 Credits
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...
4 Credits
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 ...
6 Credits
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.
4 Credits
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...
6 Credits
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.
4 Credits
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 ...