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1 Credit


1 Credit

Surgent’s Data Analytics Readiness Series: PivotTables (SSTE108/25)

This one-hour course will provide users with hands-on practice using PivotTables and Excel. Users will learn and apply skills to create, structure, and analyze data using PivotTables. The benefits and limitations of PivotTables will be discussed. Use...

Non-Member Fee: $65


8 Credits

Surgent’s Individual and Financial-Planning Tax Camp (SSTX156/25)

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...

Non-Member Fee: $360


2 Credits


2 Credits


2 Credits


2 Credits

Surgent’s Top Individual Tax Planning Strategies (SSTX167/25)

The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contained tax law changes that impact many individuals in 2023 and in later years. This program covers many of these changes as well as other tax topics that continue to impact individual income taxpayers.

Non-Member Fee: $95


2 Credits

Surgent’s Performing Effective Accounting Research (SSAA122/25)

Financial accounting can be complex. An integral part of a senior associate's job responsibilities is to perform effective and efficient research using the FASB's Accounting Standards Codification (ASC). In this session, participants will be introduc...

Non-Member Fee: $95


2 Credits

Surgent’s Food, Beverage, and Entertainment Expensing (SSTX136/25)

The IRS has recently issued final regulations regarding the TCJA's elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to b...

Non-Member Fee: $95


4 Credits


1 Credit


4 Credits


1 Credit


4 Credits


8 Credits

Surgent’s Advanced Individual Income Tax Return Issues (SSTX229/25)

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...

Non-Member Fee: $360


4 Credits


4 Credits


8 Credits


2 Credits


8 Credits


1 Credit


2 Credits


2 Credits

Surgent’s Fraud Risk Assessment Basics (SSAA110/25)

The financial statement auditor's overall objectives are to obtain reasonable assurance as to whether the financial statements are materially misstated due to fraud or error and to issue a report that includes an opinion. As noted in the independent ...

Non-Member Fee: $95


2 Credits

Surgent’s SAS 134 and Other Reporting Considerations (SSAA125/25)

For all the work performed on the audit, the one thing that the public sees is the auditor's report. So we need to make sure that the opinion is correct. With the effective date of SAS 134, the auditor's report underwent significant changes. This ses...

Non-Member Fee: $95


1 Credit