1 Credit
Surgent’s Power Query Series: Formulas, M Language, and Error Handling (SSTE121/25)
Even for experienced Excel users, there is a learning curve to using formulas in Power Query (Excel version). This course presents the fundamentals of this concept. In addition, this webinar introduces users to the "M" language in Power Query, as wel...
4 Credits
Surgent’s Current Issues in Accounting and Auditing: An Annual Update (SSAA134/25)
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a detailed review of SAS No. 145 and brings you up to date on FASB and AICPA standards issued over the past ...
2 Credits
Surgent’s Data Analytics Toolkit – Tools and Applications (SSAA182/25)
There is no shortage of data, but relatively few organizations have an environment and process to isolate, capture, analyze, and convert data into actionable information. Too often, we collect as much data as possible, continue to use historic measur...
1 Credit
Surgent’s Business Development: Time Management (SSOT107/25)
Participants have nine hours before tonight's birthday party, and as they begin the workday, they must review and prioritize their task list to maximize productivity. How much can they get done? As they set off on their day by clicking through each t...
8 Credits
Surgent’s Enterprise Risk Management for Small and Medium-Sized Companies (SSMG110/25)
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; however, generally only the large for-profit organizations pay a lot of attention to risk management. Or, ot...
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 ...
4 Credits
Surgent’s The Most Critical Challenges in Governmental Accounting Today (SSAA159/25)
With the leasing standard and other standards looming, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course m...
4 Credits
Surgent’s Small-Business Accounting, Audit, and Attest Update (SSAA281/25)
Specifically tailored for practitioners who do not 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, compilation, and revie...
1 Credit
Surgent’s Max the Tax: Crypto Craze (SSTX184/25)
Participants must use their expertise to assist a new client who just received Letter 6173 from the IRS. The client didn't share any crypto-related transactions or events with the tax accountant who filed the original return. It's up to the participa...
1 Credit
Surgent’s Surging Auditors: Wally’s Warehouse (SSAA273/25)
During this interactive game, participants take the role of an auditor performing a physical inventory observation at a client's warehouse. Participants will have the opportunity to use their powers of observation and exercise professional skepticism...
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...
2 Credits
Surgent’s Taking Advantage of Like-Kind Exchanges (SSTX171/25)
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...
16 Credits
The Best Federal Tax Update Course by Surgent (SSTX119/25)
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all ...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 10/01/20) (SSTX293/25)
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 Accounting for Guarantees (SSAA143/25)
Guarantees are often included within certain purchase agreements, sales agreements, commercial agreements, and many other types of agreements. This course provides an overview of the accounting, reporting, and disclosure requirements related to guar...
8 Credits
Surgent’s S Corporation Core Tax Issues From Formation Through Liquidation (SSTX213/25)
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...
8 Credits
Surgent’s Current Developments and Best Practices for Today’s CFOs and Controllers (SSOT135/25)
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the organization's success. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, an...
4 Credits
Surgent’s Understanding the High-Stakes Mega Issues in A&A Today (SSAA223/25)
With so much of significance going on currently in the world of A&A today, you need to be able to make sense of the key drivers of our profession. In this course, we will review the key aspects of the events that are impacting practitioners and finan...
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 ...