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1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 6/02/22) (SSTX311/25)
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 ...
1 Credit
Surgent’s Recruiting and Retaining Next Gen Talent (SSOT129/25)
When it comes to attracting the best talent, it is imperative to know your audience. It is critical for employers and managers to understand Next Gen employees (those born in 1980 or later), as this group is expected to comprise 62% of the workforce...
2 Credits
Surgent’s Evaluating Sufficiency and Appropriateness of Audit Evidence (SSAA128/25)
During a financial statement audit the auditor obtains an understanding of the entity and its environment (including its internal control), performs a risk assessment and from that work designs substantive procedures that will be responsive to the le...
1 Credit
Surgent’s Power Query Series: Introduction and First Connection (SSTE123/25)
This course is designed for the Excel user to begin their data analytics journey with an introduction to a product created for their skill set: Power Query, using the Excel version. Power Query is an "ETL" tool that extracts, transforms, and loads d...
2 Credits
Surgent’s Depreciation Rules for Bonus and Section 179 Expensing (SSTX135/25)
The Tax Cuts and Jobs Act of 2017 has had a tremendous impact on commercial real estate, including liberalizing the depreciation provisions. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) included several provisions that allow tax...
8 Credits
Surgent’s Advanced Critical Tax Issues for S Corporations (SSTX109/25)
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.
2 Credits
Surgent’s Essentials Of Audit Sampling (SSAA109/25)
When performing an audit, an auditor bases his/her opinion about whether the financial statements are free from material misstatement on a variety of tests on the underlying account balances and classes of transactions. Some balances, such as debt, m...
2 Credits
Surgent’s Social Security: Dispelling Common Myths with Essential Truths (SSTX223/25)
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to s...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 10/08/20) (SSTX292/25)
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 Quality Management and Peer Review (SSAA132/25)
Regulators, investors, other capital markets stakeholders and users of the financial statements need accurate and transparent financial information for decision making. One reason that why the capital markets are as efficient as they are today, is th...
3 Credits
Surgent’s U.S. Taxation of Foreign Corporations: A Case Study Approach (SSTX241/25)
This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign ta...
1 Credit
Surgent’s Capital Planning in Light of COVID-19 (SSMG106/25)
Capital planning as a concept has undergone few changes; however, following the recent pandemic, we suddenly saw that our old system didn't work with the rapid change that was required. This program will take a look at capital planning in light of wh...
1 Credit
Surgent’s Data Analytics: Planning and Implementation Strategies (SSTE113/25)
As the rewards from data continue to grow, companies must recognize the value of data to remain competitive in the current digital economy. Companies that use data in their business processes are outperforming those that do not. Data skills will beco...
2 Credits
Surgent’s Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (SSTX210/25)
When a purchaser buys an existing partner's partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside basis). ...
2 Credits
Surgent’s Summary and Analysis of the Inflation Reduction Act of 2022 (SSTX161/25)
This program will cover the tax legislation embodied in the Inflation Reduction Act (IRA) in detail so that those attending can properly advise their clients if and how these various tax changes impact their individual and business planning. This c...
2 Credits
Surgent’s Real Estate for Accounting and Finance Professionals (SSTX208/25)
Explore the intricacies of federal income taxation as it intertwines with rental real estate activities. This course delves into the calculation of rental income, understanding the nuances of deductions, and unraveling the complexities of passive act...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 10/28/21) (SSTX253/25)
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 Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (SSTX146/25)
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 ...
1 Credit
Surgent’s Power Query Series: Data Modeling and Next Steps (SSTE122/25)
This final course in the series covers advanced features in Power Query (Excel version), including functions and parameters and basics of data modeling in Power BI and Power Pivot. Multiple hands-on examples help to reinforce these concepts.Power Que...
1 Credit
Surgent’s Adapting to Today’s Changing Accounting Landscape (SSAA156/25)
The field of accounting is undergoing rapid evolution in response to a complex interplay of technological advancements, regulatory reforms, economic fluctuations, and shifting societal dynamics. In this course, we will explore the major challenges an...
8 Credits
Surgent’s Winning the Fraud Battle in the Digital Age: Prevention and Detection (SSAA158/25)
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 ...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 1/14/21) (SSTX281/25)
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 IA Module 8 — The Internal Audit (IA) Activity Quality/Excellence Continuum! (SSAA232/25)
A commitment to excellence requires dedication toward self-improvement in whatever endeavor we choose, including being Internal Audit (IA) professionals. Legendary football coach Vince Lombardi once said: "The quality of a person's life is in direct ...
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...
4 Credits
Surgent’s Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (SSAA217/25)
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 ...