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...
2 Credits
Surgent’s Introducing Partner Capital Account Reporting (SSTX132/25)
Tax practitioners are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how does it differ from prior year rules regarding partner capital accounts? This webinar covers exactly that - how the rules rega...
2 Credits
Surgent’s Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (SSOT140/25)
Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction ...
4 Credits
Surgent’s Federal Tax Update (SSTX118/25)
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This c...
4 Credits
Surgent’s Buying and Selling a Business: Tax and Structuring Overview (SSTX218/25)
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 5/12/22) (SSTX308/25)
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 Preparation and Compilation Engagements Under the SSARS (SSAA259/25)
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparatio...
8 Credits
Surgent’s Latest Developments in Governmental Accounting and Auditing (SSAA219/25)
This year is indeed another year of significant change in the world of governmental accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current t...
2 Credits
Surgent’s Fraud Environment (SSAA172/25)
Fraud is all around us, though many times we miss it. As accountants, we have a professional responsibility to detect material fraud. However, our ability to detect fraud is directly related to our understanding of how fraud occurs, how prevalent it...
8 Credits
Surgent’s Preparing Individual Tax Returns for New Staff and Paraprofessionals (SSTX197/25)
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff hav...
4 Credits
Surgent’s Government and Nonprofit Frauds and Controls to Stop Them (SSAA202/25)
George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe...
8 Credits
Surgent’s Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (SSTX102/25)
The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 7/22/21) (SSTX267/25)
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 Monthly Accounting and Auditing Update (Original Air Date: 10/26/21) (SSAA247/25)
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, an...
4 Credits
Surgent’s Construction Contractors: Accounting and Financial Reporting Issues (SSAA180/25)
Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more "dangerous" than most lines of business due to ...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 8/05/21) (SSTX265/25)
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 ...
2 Credits
Surgent’s Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (SSTX113/25)
Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 6/23/22) (SSTX314/25)
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 ...
16 Credits
Surgent’s The Complete Guide to Payroll Taxes and 1099 Issues (SSTX130/25)
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. They have als...