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2 Credits
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...
5 Credits
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...
4 Credits
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...
2 Credits
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...
4 Credits
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...
4 Credits
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.
8 Credits
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 ...
4 Credits
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...
3 Credits
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...
4 Credits
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...
8 Credits
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...
8 Credits
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.
8 Credits
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...
4 Credits
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...
4 Credits
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 ...
4 Credits
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...
3 Credits
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 ...
1 Credit
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...
8 Credits
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...
8 Credits
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 ...
8 Credits
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...
4 Credits
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...
8 Credits
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...
4 Credits
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...
4 Credits
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...