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2 Credits
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 ...
2 Credits
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...
1 Credit
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 ...
2 Credits
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...
1 Credit
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 ...
4 Credits
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...
2 Credits
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...
1 Credit
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 ...
2 Credits
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...
1 Credit
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 ...
4 Credits
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 ...
1 Credit
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 ...
4 Credits
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 ...
1 Credit
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...
2 Credits
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...
1 Credit
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 ...
2 Credits
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...
4 Credits
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...
2 Credits
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...
8 Credits
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...
8 Credits
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...
2 Credits
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...
4 Credits
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 ...
1 Credit
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...
1 Credit
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...