1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 10/14/21) (SSTX251/25)
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 Business Development for Accounting and Other Professionals (SSOT105/25)
To grow and succeed, accounting and finance professionals must have a workable business development plan - and execute it effectively. Business development plans serve as a road map for bringing new clients into an organization and keeping the client...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 5/06/21) (SSTX278/25)
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 Professional Email Writing Basics (SSOT141/25)
Written business communication provides a structured, documented, and efficient way to convey information, make decisions and collaborate across various business functions. It ensures clarity, consistency, and professionalism in all interactions.Wel...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 10/22/20) (SSTX290/25)
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 Power BI Desktop: DAX Formulas, Reporting, and Visualizations (SSTE115/25)
Power BI Desktop is the authoring tool for the Power BI Ecosystem and is an essential component of the Power BI ecosystem. Power BI Desktop is a free application that is available for download.This one-hour course will demonstrate the capabilities of...
4 Credits
Surgent’s Internal Controls, COSO, and COVID-19 (SSAA233/25)
Companies that fall victim to fraud schemes need to reassess internal controls in order to prevent future fraudulent activity. In this course, we will review the 18 most prevalent internal controls that should be present (as well as designed and oper...
4 Credits
Surgent’s The Essential Multistate Tax Update (SSTX177/25)
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...
1 Credit
Surgent’s Max the Tax: Crowdfunding (SSOT124/25)
Your client, Aida, wants to share an amazing new product and service with the world, but she needs funding. The product, a sensory jacket, syncs with virtual reality (VR) apps so people can use more of their senses in VR experiences. Ask relevant que...
2 Credits
Surgent’s Strategies for Maximizing Social Security Benefits (SSTX224/25)
As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeabl...
8 Credits
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SSTX116/25)
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innova...
4 Credits
Surgent’s Guide to Payroll Taxes and 1099 Issues (SSTX147/25)
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, t...
2 Credits
Surgent’s A Guide to Auditing Common Investments (SSAA111/25)
Many small- and mid-size entities hold fewer complex investments including alternative investments. This module will provide an overview for evaluating the proper recognition, measurement, and disclosure of common investment types as well as how to a...
8 Credits
The Best Individual Income Tax Update Course by Surgent (SSTX123/25)
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will...
1 Credit
Surgent’s Data Analytics Readiness Series: Data Preparation Using Get and Transform (SSTE105/25)
In this one-hour course, users will learn to apply Power Query to extract, transform, and load data for analysis. Users will learn how to manipulate data once it is loaded into the platform and will practice the manipulation during the course. Using ...
8 Credits
Surgent’s Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (SSAA149/25)
It's been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You cannot simply apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a ...
8 Credits
Surgent’s Winning the Fraud Battle in the Digital Age: Prevention and Detection (SSAA157/25)
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 ...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 6/30/22) (SSTX315/25)
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 Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (SSTX137/25)
The IRS believes, perhaps with some justification, that many workers classified as independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often c...
6 Credits
Surgent’s Securing a Comfortable Retirement (SSOT130/25)
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
1 Credit
Surgent’s Power Query Series: Editor – The User Interface of Power Query (SSTE125/25)
This course introduces users to the Power Query Editor, using the Excel version of Power Query, and includes a hands-on transformation exercise using the editor. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a ...
2 Credits
Surgent’s Ethics for Tax Professionals (SSET102/25)
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Int...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 9/10/20) (SSTX296/25)
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 Max the Tax: Entity Selection (SSTX187/25)
A client is starting a new business and needs advice on whether to choose an S or C corporation. She is seeking support to determine the most advantageous entity from a tax-efficiency perspective. Participants will first ask relevant questions about...
2 Credits
Surgent’s Schedules K-2 and K-3: Filing Requirements (SSTX168/25)
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 identify wh...