10 Credits
Surgent’s Selected Issues in Preparation of 1040 Individual Income Tax Returns (SSTX220/25)
This course provides new staff accountants, data processing employees, para-professionals, and bookkeepers a study into some of the more complicated issues they may face in tax return preparation. Updated for impacts of recent legislation, including ...
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 ...
2 Credits
Surgent’s Schedules K-2 and K-3: Preparation of Forms (SSTX169/25)
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2023 tax year, this course is an essential guide for tax preparers on how to tackle the ...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 1/20/22) (SSTX305/25)
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 ...
8 Credits
Surgent’s Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients (SSAA280/25)
Specifically tailored for practitioners who not only perform audits but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, auditing, and SSARS ...
2 Credits
Surgent’s Found It! Reporting Findings in Yellow Book and Single Audits (SSAA206/25)
When auditors detect findings in Yellow Book and single audits, they do not just communicate them in some shabby little letter to management; they get reported! In this course, we will examine what types of findings get reported, how they get reporte...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 11/19/20) (SSTX286/25)
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: 1/06/22) (SSTX303/25)
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 A Practical Guide to Auditing Cash and Cash Equivalents (SSAA103/25)
Cash and cash equivalents tend to be one of the first areas assigned to new auditors since it tends to be straightforward with less complexity and risk as other areas. In addition, there is little subjectivity involved and persuasive audit evidence ...
4 Credits
Surgent’s Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (SSAA216/25)
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 ...
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 ...
1 Credit
Surgent’s Accounting Principle Changes (SSAA151/25)
This course provides an overview of the accounting requirements with respect to accounting principle changes. The scope of accounting changes includes a discussion of changes in accounting principles, changes in accounting estimates, as well as chan...
4 Credits
Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SSAA154/25)
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-fo...
2 Credits
Surgent’s Opportunities in the Metaverse for Accounting and Other Professionals (SSTE118/25)
It is no secret that accounting firms, like many other organizations, have begun launching operations in the metaverse. For those unsure, the metaverse is a digital or virtual space where participants simulate a host of activities ranging from shoppi...
1 Credit
Surgent’s Data Analytics Readiness Series: Data Modeling (SSTE109/25)
This one-hour course will focus primarily on Power Query, Power Pivot, and VLOOKUP skills. Users will learn how to join tables using various techniques and add-ons in Excel. Users will understand how to utilize the tools while maintaining data integr...
4 Credits
Surgent’s Key Partnership and S Corporation Tax Planning Strategies (SSTX126/25)
Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course ...
4 Credits
Surgent’s Fraud Basics: Protecting the Company Till (SSAA184/25)
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 ...
4 Credits
Surgent’s Individual Tax Planning Ideas (SSTX166/25)
With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year ...
8 Credits
Surgent’s Form 1040 Return Review Boot Camp for New and Experienced Reviewers (SSTX139/25)
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 Buying and Selling a Business: Critical Tax and Structuring Issues (SSTX219/25)
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a...
4 Credits
Surgent’s Limited Liability Companies: Losses, Liquidations, Terminations, Continuations, and Sales (SSTX105/25)
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 1/07/21) (SSTX282/25)
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 Mastering Accounting for Income Taxes (SSAA148/25)
Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to un...
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...