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...
8 Credits
Surgent’s Partnership and LLC Core Tax Issues From Formation Through Liquidation (SSTX200/25)
As they gain more experience, staff are expected to take on more complex assignments with minimal supervision. The course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparati...
1 Credit
Surgent’s The Nimble Business: How to Thrive in a Rapidly Changing World (SSMG134/25)
The recent pandemic showed us one very important thing: the nimble business was in a far better position to change quickly and survive. Some organizations are nimbler, but why? The reason is that they know that change will happen quickly, and they s...
1 Credit
Surgent’s Data Analytics Readiness Series: Visualizations and Reporting (SSTE103/25)
This one-hour course will serve as an introduction to data visualization and reporting using Power BI and Excel. Users will understand the benefits of using Power BI to create data visualizations and how Power BI differs from previous functions in Ex...
4 Credits
Surgent’s Fraud Case Studies: Schemes and Controls (SSAA208/25)
Fraud is prevalent - especially since COVID-19 relief packages passed by legislatures around the world opened the till. The overwhelming majority of fraud cases are never publicized. In this course we will build on our knowledge of why people commit ...
2 Credits
Surgent’s Taxation of the Mobile Workforce (SSTX242/25)
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 ...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 5/27/21) (SSTX275/25)
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 ...
12 Credits
The Best Individual Income Tax Update Course by Surgent (SSTX122/25)
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...
8 Credits
Surgent’s Social Security and Medicare: Planning for You and Your Clients (SSTX226/25)
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Se...
2 Credits
Surgent’s Performing Preparation, Compilation, Review and Engagements (SSAA102/25)
CPA firms generally perform a significant number of preparation, compilation and review engagements under the Statements of Standards for Accounting and Review Services (SSARS). Compilations and reviews are performed as attest engagements where prep...
1 Credit
Surgent’s Data Analytics Readiness Series: Calculated Columns and Dimensions (SSTE110/25)
This one-hour course will focus on the use of Excel with Power BI and Power Query to organize and analyze data. Users will primarily work with calculated columns generated from existing data. They will walk through hands-on exercises to create calcul...
8 Credits
Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (SSTX150/25)
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is de...
1 Credit
Surgent’s The Yellow Book Performance and Reporting Requirements for Attestation Engagements (SSAA292/25)
When auditors perform attestation engagements and reviews of financial statements under the Yellow Book, they must apply additional performance and reporting requirements. This course is designed to help you understand and effectively apply the Yello...
2 Credits
Surgent’s How to Settle an Estate – An Overview (SSTX152/25)
This course discusses the legal issues in probating and contesting a will, plus the practical issues involved when settling an estate - marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries. Inventory of estate assets is also discussed.
8 Credits
Surgent’s Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (SSTX195/25)
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course provides new staff coverage of tax areas affecting all business entities, providing staff training which they may carry to other busines...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 12/10/20) (SSTX284/25)
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 Construction Contractors: Critical Accounting, Auditing, and Tax Issues (SSAA169/25)
Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Construction engagements are, in many instances, more "dangerous" than most lines of business due to the ma...