1 Credit
Surgent’s Power Query Series: Merge Queries (SSTE130/25)
A merge query combines two queries that have a common column or columns. This course discusses best practices for creating merge queries using Power Query (Excel version) and includes hands-on exercises to enable the user to demonstrate what they ha...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 6/03/21) (SSTX274/25)
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 The Role of the Whistle-Blower (SSAA201/25)
Whistle-blowers play an important role in fraud detection and prevention. This course will review historical financial whistle-blowers and they role they play in organizations, as well as explore whistle-blower myths. It includes a conversation with...
2 Credits
Surgent’s Controllership Skills Update – Budgeting, Forecasting, and Big Data (SSAA167/25)
Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term p...
2 Credits
Surgent’s Establishing State Residency and Saving Your Clients Money (SSTX134/25)
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course ...
4 Credits
Surgent’s Real Estate Taxation: Critical Considerations (SSTX205/25)
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...
1 Credit
Surgent’s Hot Topics Related to ASC 606 (SSAA271/25)
While the effective date for ASC 606 is past for most entities, the challenges of applying the new revenue recognition guidance will undoubtedly continue for a while. In this course, we'll review both issued and proposed ASUs related to ASC 606 and r...
4 Credits
Surgent’s Project Management: Tips, Tricks, and Traps (SSMG127/25)
This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest comp...
2 Credits
Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (SSOT143/25)
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock options work and why...
2 Credits
Surgent’s A Complete Tax Guide to Exit Planning (SSTX143/25)
When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax...
1 Credit
Surgent’s Surging Auditors: Internal Out of Control (SSAA275/25)
In this hands-on game, participants are helping to prepare an internal control testing plan for Home D‚cor & More (HDM). They must assess controls related to HDM's inventory cycle to determine which financial statement assertions each control satis...
2 Credits
Surgent’s Management’s Discussion and Analysis – What You Need to Know (SSAA250/25)
This course provides an overview of the rules and regulations with respect to the management's discussion and analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC). MD&A...
2 Credits
Surgent’s Lease Accounting: Exploring the New Standard (SSAA238/25)
With the effective date of Topic 842 now here, now is the time to get your hands around the details of the FASB's new leases standard. Designed for accounting and auditing practitioners at all levels in both public accounting and business and industr...
1 Credit
Surgent’s Max the Tax: Schedule C (SSTX182/25)
In this scavenger hunt game, you're a tax associate at Surging CPAs, LLC. It's the busy time of year, and you arrive at work to find an urgent assignment in your inbox from your senior manager, Caroline. Another colleague suddenly quit, and Caroline ...
4 Credits
Surgent’s Navigating the Gray: An Advanced Guide to Auditor Independence Compliance (SSAA212/25)
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course will provide a detailed discussion of accountants' independence and objectivity obligations, including those found in the AICPA Code ...
2 Credits
Surgent’s Accounting for and Auditing Inventory (SSAA117/25)
Many entities have inventory on their books. The types of inventory can range from simple resale of goods purchased to more complex inventories that use process costing. This module will discuss accounting for and auditing less complex inventories an...
2 Credits
Surgent’s Successful Communication (SSOT100/25)
All would agree that successful communications are key to any successful venture, including audits. However, given the tight deadlines, complex issue resolution and the often remote working environment of the audit teams and clients, there are many b...
2 Credits
Surgent’s Guide to the Corporate Transparency Act for Accounting and Finance Professionals (SSOT116/25)
Effective January 1, 2024, an estimated 32.6 million entities will be required to report information about their beneficial owners to FinCEN as part of the Corporate Transparency Act (CTA). In an effort to combat money laundering and other illegal ac...
2 Credits
Surgent’s Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes (SSTX207/25)
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand what kinds of income constitute self-employment income and earned income....
2 Credits
Surgent’s AICPA Update (SSAA146/25)
Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides an overview of recently issued AICPA auditing and attest standards that will be effective for December 31, 2022...
5 Credits
Surgent’s SEC Hot Topics – MD&A and Non-GAAP Financial Measures (SSAA278/25)
This course provides an overview of two of the most popular SEC topics which result in comment letters from the SEC. This includes a discussion of management's discussion and analysis (MD&A) as well as Non-GAAP Financial Measures. These two areas c...
4 Credits
Surgent’s IA Module 1: Gateway to Excellence in Internal Auditing: A Vital Introduction and Orientation to the Profession (SSAA225/25)
This program provides an essential and engaging introduction to the internal audit profession, a primer on current, major internal audit guidance / standards for staff level personnel, and a value adding refresher and reinforcer for more seasoned per...
4 Credits
Surgent’s Microsoftr Excelr 365/Excelr 2019: Working with Data Ranges and Tables (SSMG137/25)
Microsoftr Excelr 365/Excelr 2019: Working with Data Ranges and Tables is a two-lesson, intermediate level course that guides you through organizing, entering, and validating worksheet data and then effectively sorting, filtering, subtotaling, and ou...
1 Credit
Surgent’s Monthly Accounting and Auditing Update (Original Air Date: 11/30/21) (SSAA248/25)
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...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 12/03/20) (SSTX285/25)
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 ...