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 ...
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...