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4 Credits
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.
1 Credit
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...
16 Credits
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...
4 Credits
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...
8 Credits
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...
4 Credits
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...
4 Credits
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...
10 Credits
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...
2 Credits
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.
12 Credits
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...
8 Credits
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...
8 Credits
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...
4 Credits
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.
4 Credits
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.
12 Credits
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...
10 Credits
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...
2 Credits
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...
4 Credits
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...
4 Credits
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.
4 Credits
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 ...
1 Credit
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...
8 Credits
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...
4 Credits
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...
4 Credits
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...
1 Credit
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...