2 Credits
Surgent’s Fraud 101: Understanding Basic Fraud Schemes (SSAA197/25)
This course will discuss common fraud schemes found in business transactions. The course also includes a conversation with Nathan Mueller, a reformed white-collar offender who committed financial statement fraud from a large financial institution.Thi...
8 Credits
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (SSTX106/25)
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
2 Credits
Surgent’s The Inflation Reduction Act’s Changes to Auto and Energy-Related Tax Credits (SSTX110/25)
The Inflation Reduction Act (IRA) contains many changes to auto and energy-related credits as well as new credits and old credits that have been renamed. For instance, did you know that the IRA brings back a credit for installation of electric ca...
1 Credit
Surgent’s FASB Accounting Standards Update (SSAA195/25)
Designed to keep you up to date on recent activity of the Financial Accounting Standards Board (FASB), this course will summarize recently issued Accounting Standards Updates (ASUs) issued by the FASB in 2020 and 2021 year to date. The course will d...
1 Credit
Surgent’s What in the GASB Were They Thinking! Governments and Leases (SSAA289/25)
Governments enter into leases for many types of assets. This course is designed to help you understand the core components of governmental lease accounting under GASB No. 87, Leases. You will learn the important definitions involved, the key decision...
2 Credits
Surgent’s The CMA’s Guide to Project Management (SSAA218/25)
A significant number of projects fail to achieve their initial goals and/or are not completed within budget and their original timetable. As a team member, a CMA has a unique skill set and experiences to assist in project management. In addition to t...
8 Credits
Surgent’s Latest Developments in Nonprofit Accounting and Auditing (SSAA255/25)
This is another year of significant change in the world of nonprofit 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 with this informative update course...
4 Credits
Surgent’s Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (SSMG117/25)
Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Forecasting and budgeting are two words that often draw an advers...
4 Credits
Surgent’s Microsoftr Excelr 365 and Excelr 2019: Getting Started with Excel (SSMG112/25)
Microsoftr Excelr 365 and Excelr 2019: Getting Started with Excel is a three-lesson basic level course that introduces you to the Excel software and then guides you through basic Excel features using step-by-step hands-on activities.Although this is ...
4 Credits
Surgent’s Understanding and Testing Control and Compliance in a Single Audit (SSAA286/25)
The control and compliance requirements for single audits differ from the requirements for GAAS audits. As a result, sometimes it's difficult to tell where the auditor's responsibilities start and stop in a single audit. This course is designed to he...
2 Credits
Surgent’s Understanding and Testing General Information Technology Controls (SSAA126/25)
The information technology component of the COSO Framework's Information and Communication element is a very important part of an entity's business processes. Controls over information technology (IT) are effective when they maintain the integrity of...
1 Credit
Surgent’s Monthly Accounting and Auditing Update (Original Air Date: 12/28/21) (SSAA249/25)
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...
8 Credits
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SSTX100/25)
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduc...
3 Credits
Surgent’s Principles of Financial Statement Presentation (SSAA261/25)
This course provides an overview of the key presentation requirements with respect to an entity's financial statements. This includes a discussion of key principles related to an entity's overall presentation as well as specific topics with respect ...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 1/28/21) (SSTX279/25)
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 Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the NEW Proposed RMD Regulations (SSTX209/25)
Required minimum distributions (RMD) must begin for the year in which the account owner reaches age 72 unless an exception applies. RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts is more compl...
4 Credits
Surgent’s Construction Contractors: Accounting and Financial Reporting Issues (SSAA181/25)
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: 5/13/21) (SSTX277/25)
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 Navigating Your Client Through the IRS Appeals Process (SSTX189/25)
Despite the fact that a client's tax matter may be taken directly to court, utilizing IRS Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of going to IRS Appeals.
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 1/21/21) (SSTX280/25)
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: Section 754 (SSTX185/25)
Two firms need expert help with Section 754, and game participants are just the right people to assist. First, partners at LMN, LLP are considering electing Section 754. They need to understand key aspects of the process and want to ensure the best o...
4 Credits
Surgent’s IA Module 6 — Internal Audit (IA) Fieldwork Fundamentals and Documentation Essentials (SSAA230/25)
While risk assessment and planning lay the foundation for IA engagement programs, it is the effective execution of the program that ultimately determines the success of the IA activity in serving and adding value to its stakeholders. The results of I...
8 Credits
Surgent’s A Complete Guide to the Yellow Book (SSAA161/25)
If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in perf...
2 Credits
Surgent’s Top Business Tax Planning Strategies (SSTX124/25)
Tax planning for the end of 2023 and for 2024 is largely built upon legislation contained within the Inflation Reduction Act and the SECURE Act 2.0, both enacted in 2022, that offers new planning options for businesses. There are, however, other busi...
4 Credits
Surgent’s Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (SSAA240/25)
For those entities who formerly recognized revenue under the guidance of Statement of Position 81-1, Accounting for Performance of Construction-Type and Certain Production-Type Contracts (SOP 81-1/ASC 605-35), understanding the basics of Topic 606 is...