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