4 Credits
Surgent’s Real Estate Taxation: Critical Considerations (SSTX204/25)
This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must n...
2 Credits
Surgent’s Time Management for Professionals (SSOT136/25)
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget ...
2 Credits
Surgent’s Why Do They Do It? The Psychology of Fraud (SSAA199/25)
This course will discuss the psychology behind white-collar crime. It will conclude with a conversation with Abby Ellin, author of Duped. This is the third of five 2-hour courses in Surgent's Fraud Certificate Program. This program includes a combi...
2 Credits
Surgent’s U.S. GAAP vs. IFRS – Rev Rec & Business Combinations (SSAA284/25)
This course provides an overview of the similarities and key differences between the revenue recognition and business combination standards issued by the FASB and IASB. While these standards are similar in many material respects, there are notable di...
2 Credits
Surgent’s Nuts & Bolts of Cryptocurrency Taxation (SSTX190/25)
Cryptocurrency is heading mainstream. According to a recent study conducted by New York Digital Investment Group, there are 46 million bitcoin holders in the US, and institutions have also shown increased interest in this space. The rising popularity...
2 Credits
Surgent’s Performing Effective and Efficient Analytical Procedures (SSAA114/25)
Analytical review procedures are performed in the preliminary and final stages of the audit. Auditors may also choose to perform analytical procedures as substantive tests. It is important to properly design and perform the procedures to ensure an e...
1 Credit
Surgent’s Build Professional Relationships to Enhance Your Career-Authentic Networking (SSOT109/25)
Networking can be a game changer but is too often viewed as a self- promotion tool that is not natural for most people. When one flips the context and instead views it as a way to help and support others while also improving professional relationshi...
2 Credits
Surgent’s Lessons Learned from Successful Companies (SSMG118/25)
Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, r...
2 Credits
Surgent’s Applying Lessons Learned To Assure a Successful ASC 842 Adoption (SSAA239/25)
With the effective date of ASC 842, Leases, imminent, it's time to get tactical with your implementation plan. In this webinar, Ane Ohm, the co-founder and CEO of leading lease accounting software provider LeaseCrunch, joins Surgent to discuss lesson...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 09/17/20) (SSTX295/25)
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: 10/29/20) (SSTX289/25)
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 ...
6 Credits
Surgent’s Microsoftr PowerPointr 2016: Getting Started (SSMG128/25)
This course guides you through creating and opening PowerPoint presentations; inserting, reorganizing, and deleting slides; applying a design theme and switching between different PowerPoint views. You learn how to insert various types of content on ...
1 Credit
Surgent’s Remote Leadership and Virtual Meeting Mastery (SSOT128/25)
The accounting industry has embraced the hybrid and, in some cases, fully remote work model for the profession. As technology has evolved to support this strategy, the need to project professionalism and leadership through a virtual platform has beco...
6 Credits
Surgent’s Microsoft 365: Exploring Useful Excel Functions (SSMG101/25)
This course is a one-lesson intermediate level course that guides you through using the Quick Analysis feature to quickly insert row and column totals and creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, D...
2 Credits
Surgent’s Taxation of the Mobile Workforce (SSTX243/25)
Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this ...
16 Credits
Surgent’s GAAP Hot Topics – What You Need to Know (SSAA215/25)
This course provides an overview of several of the key accounting and reporting topics within U.S. GAAP. This includes a discussion of accounting for business combinations, revenue recognition principles, and leasing transactions. This course also ...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 5/19/22) (SSTX309/25)
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 Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (SSAA190/25)
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 Weekly Expert Hour (Original Air Date: 9/03/20) (SSTX297/25)
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 Auditing Accounts Receivable: An Overview (SSAA107/25)
Accounts receivable tends to carry higher risk of material misstatement due to the complexity and subjectivity involved with recognition, measure, and valuation. In addition, revenue recognition is presumed to be a significant fraud risk. This module...
2 Credits
Surgent’s Implementing Subscription Pricing to Your Practice (SSMG131/25)
This course is designed to provide accountants with a comprehensive understanding of the subscription pricing model. As the business world increasingly shifts toward subscription-based models, it's crucial for accountants to understand the financial ...
1 Credit
Surgent’s Reporting Internal Control Deficiencies Under the Yellow Book (SSAA269/25)
The Yellow Book contains performance and reporting requirements related to internal control deficiencies. This course is designed to help you understand these requirements and excel in applying them. We will also examine where the auditor draws the l...
4 Credits
Surgent’s Understanding and Testing Control and Compliance in a Single Audit (SSAA287/25)
The control and compliance requirements for single audits differ from the requirements for GAAS audits. As a result, sometimes it's difficult to tell where the auditor's responsibilities start and stop in a single audit. This course is designed to he...
8 Credits
Surgent’s Estate and Life Planning Issues for the Middle-Income Client (SSTX203/25)
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who wo...
4 Credits
Surgent’s The Essential Multistate Tax Update (SSTX178/25)
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scrambl...