2 Credits
Surgent’s Goodwill Impairment Testing (SSAA221/25)
This course provides an overview of goodwill impairment testing. The accounting and reporting requirements related to goodwill are prescribed by the Financial Accounting Standards Board (FASB) in ASC Topic 350-20. This course focuses on topics such a...
1 Credit
Surgent’s UiPath: Step into RPA (SSTE132/25)
Surgent has partnered with UiPath(TM), the world's leading robotic process automation (RPA) software company, to provide this CPE course that gives learners practical application in RPA. Participants in this course receive an engaging introduction to...
8 Credits
Surgent’s A Complete Guide to the Yellow Book (SSAA162/25)
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...
4 Credits
Surgent’s Project Management: Tips, Tricks, and Traps (SSMG126/25)
This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest comp...
2 Credits
Surgent’s Taking Advantage of Installment Sales (SSTX159/25)
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognit...
4 Credits
Surgent’s Government and Nonprofit Frauds and Controls to Stop Them (SSAA203/25)
George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe...
2 Credits
Surgent’s Raising Financially Capable Children (SSOT127/25)
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how...
2 Credits
Surgent’s Transitioning to the Accounting Profession (SSET100/25)
New accountants, whether coming right out of school or from industry will find that the accounting profession is heavily governed by technical and ethical standards. In addition, the new accounting professional will need to understand new terminolog...
4 Credits
Surgent’s Federal Tax Update (SSTX117/25)
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This c...
6 Credits
Surgent’s Project Management for Finance Professionals (SSMG125/25)
The past few years have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is an important part of every organization; however, often companies do not differentiate between project manage...
8 Credits
Surgent’s S Corporation Core Tax Issues From Formation Through Liquidation (SSTX214/25)
As experienced staff members master the preparation intricacies of an 1120-S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in b...
4 Credits
Surgent’s Taxation of Partnership Distributions and Sales of Partnership Interests (SSTX196/25)
This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests - topics that tax practitioners are often asked about by clients.Tax practitioners are called upon to advise both the partnership which ma...
8 Credits
Surgent’s Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions (SSTX236/25)
With a greater-than-ever 179 deduction boosted by additional first-year depreciation and pandemic-related business-friendly provisions, these are unprecedented times for businesses to make major asset investments.
From the most up-to-date...
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...
1 Credit
Surgent’s Revenue Recognition – U.S. GAAP vs. IFRS (SSAA270/25)
This course provides an overview of the similarities and key differences between the revenue recognition standards issued by the FASB (ASC Topic 606) and the IASB (IFRS 15). While these standards are materially similar as the regulators worked jointl...
4 Credits
Surgent’s Microsoft 365: Getting Started with Excel PivotTables and PivotCharts (SSMG100/25)
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.In Lesson 1, you learn how to create a blank PivotTable; then us...
4 Credits
Surgent’s Annual Accounting Update (SSAA141/25)
Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides an overview of recent accounting matters including private company standard setting activities; a review of ASU...
12 Credits
Surgent’s This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas (SSTX154/25)
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore pr...
1 Credit
Surgent’s Data Analytics Readiness Series: Excel Tables (SSTE107/25)
In this one-hour course, users will apply Excel and Power BI tools and skills directly to tables in Excel. Users will work alongside the instructor to create named tables, create structured references, enter formulas, and prepare the tables for inpu...
2 Credits
Surgent’s Understanding Non-Compete Agreements (SSOT137/25)
More and more employers rely on non-compete agreements to protect company assets. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships and specialized training, a...
2 Credits
Surgent’s Artificial Intelligence for Accounting and Finance Professionals (SSTE100/25)
Accounting and finance professionals have used different forms of automation over the years to improve the efficiency and accuracy of their work. So far, technology has not been able to replace the knowledge, experience, and decision-making of seaso...
8 Credits
Surgent’s Annual Accounting and Auditing Update (SSAA140/25)
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing...
2 Credits
Surgent’s Disclosure Requirements for SEC Form 8-K (SSAA186/25)
This course provides an overview of the disclosure requirements for SEC Form 8-K, the broad form used to notify investors in U.S. publicly traded companies of certain events that may be important . This course provides an overview of the key disclo...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 8/19/21) (SSTX263/25)
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 ...
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 ...