1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 6/17/21) (SSTX272/25)
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 Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SSMG108/25)
2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In ...
2 Credits
Surgent’s Guide to Calculating S Corporation Shareholder Stock and Loan Basis (SSTX133/25)
This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the new IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This ...
4 Credits
Surgent’s Individual Income Tax Update (SSTX121/25)
This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your ...
2 Credits
Surgent’s Service Organization Control Reports – A User Auditor View (SSAA171/25)
As entities continue to oursource financially significant processes, auditors will need to rely on third party assessments of the effectiveness of the controls over these processes. These assessments are called SOC1 reports. Understanding the scope...
8 Credits
Surgent’s Preparing Individual Tax Returns for New Staff and Paraprofessionals (SSTX198/25)
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff hav...
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...
4 Credits
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SSOT134/25)
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decision...
1 Credit
Surgent’s Power BI.com: Empowering Collaborative Data Analytics in Your Organization (SSTE116/25)
A data-driven culture can only occur when there is collaboration, communication, and cooperation between everyone in your organization.Collaboration can only occur in the Power BI ecosystem when your organization works in the cloud with Power BI.com,...
8 Credits
Surgent’s Financial Reporting Update for Tax Practitioners (SSAA136/25)
Tax advisors will be updated on the most recently enacted legislation and IRS guidance as well as updates of recent standard-setting activities at the FASB and AICPA. To start, the course will review the significant tax, financial accounting, auditin...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 8/06/20) (SSTX300/25)
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 Implementing the New Risk Assessment Standard (SSAA266/25)
The auditor's responsibilities related to risk assessment are changing at the end of 2023! This power-packed webinar will empower you with the working knowledge of SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of M...
2 Credits
Surgent’s Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (SSMG132/25)
Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large ...
1 Credit
Surgent’s Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing (SSTE106/25)
This one-hour course will introduce users to table functions in Excel and Power BI. Users will demonstrate an ability to apply and utilize named ranges and naming conventions to data. Specific focus will be given to common formulas and functions wit...
4 Credits
Surgent’s Guide and Update to Compilations, Reviews, and Preparations (SSAA178/25)
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You w...
8 Credits
Surgent’s Focus on Engagement Quality: How to Avoid Deficiencies in Peer Reviews (SSAA192/25)
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 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: 12/02/21) (SSTX257/25)
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 Weekly Expert Hour (Original Air Date: 8/13/20) (SSTX299/25)
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 ...
10 Credits
Surgent’s Advanced Critical Tax Issues for S Corporations (SSTX108/25)
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.
4 Credits
Surgent’s Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (SSTX191/25)
Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, ...
1 Credit
Women in Leadership: Implementing Assertive Boundaries to Drive Career Growth (LIOT01/26)
2025 Professional Development Program with Leadership Simplified
Raise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The pro...
1 Credit
Behavioral-Based Interviewing & OnBoarding (LIOT02/26)
2025 Professional Development Program with Leadership Simplified
Raise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The pro...
1 Credit
Workplace Alignment & Employee Engagement (LIOT03/26)
2025 Professional Development Program with Leadership Simplified
Raise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The pro...
1.4 Credits
Strategic Planning (LIOT04/26)
2025 Professional Development Program with Leadership Simplified
Raise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The pro...