2 Credits
Surgent’s Stock vs. Asset Acquisitions of C Corporations (SSTX231/25)
A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation's ongoing business. In a s...
1 Credit
Surgent’s Fraud in Governments and Nonprofits (SSAA293/25)
The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn from. In this course, we will look back on real-world government and nonprofit frauds and derive useful controls to stop them.
1 Credit
Surgent’s Monthly Accounting and Auditing Update (Original Air Date: 7/27/21) (SSAA244/25)
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 Examining ASC 842, Leases: More Than Meets the Eye (SSAA254/25)
Implementing ASU No. 2016-02, Leases (Topic 842) is sure to have a major impact on your balance sheet and potentially on your business as well. This course is a one-stop shop for what you need to know about the now-effective changes to the lease acco...
2 Credits
Surgent’s Working Remotely: Best Practices, Challenges, and Opportunities (SSOT139/25)
Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utili...
1 Credit
Surgent’s New York: Avoiding Harassment and Discrimination in the Workplace (SSOT118/25)
The law is clear that to avoid liability for unlawful harassment claims, employers must take preventive steps. One such preventative step is effective, professional training. This course includes information specific to New York employees.
8 Credits
Surgent’s Real Estate Tax Boot Camp (SSTX206/25)
This course is a `deep dive' into all things real estate tax-related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acqui...
4 Credits
Surgent’s Proven Controls to Steer You Clear of Fraud (SSAA205/25)
Every organization in the world will fall victim to fraud. This course will cover the means and methods available to reduce the prevalence of fraud. We will also discuss the controls that victim organizations employ in order to seek improvements for our own organizations.
4 Credits
Surgent’s Achieving High Levels of Compliance and Customer Service in Your Organization (SSMG104/25)
Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and c...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 9/02/21) (SSTX261/25)
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 ...
8 Credits
Surgent’s Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (SSTX222/25)
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of check...
2 Credits
Surgent’s Did I Pick the Right Major? Selecting Major Programs in a Single Audit (SSAA183/25)
Even after we complete our work at an institution, the question sometimes lingers: "Did I pick the right major?" Major program determination is difficult in a single audit and sometimes we feel ill prepared to make the best decision. This course will...
4 Credits
Surgent’s Annual Auditing Update (SSAA152/25)
Designed for accounting, audit, and attestation practitioners at all levels in both public accounting and business and industry, this course provides an overview of the recent pronouncements and guidance issued by the AICPA related to audit and attes...
4 Credits
Surgent’s Guide and Update to Compilations, Reviews, and Preparations (SSAA179/25)
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. Y...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 11/12/20) (SSTX287/25)
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 ...
6 Credits
Surgent’s Microsoftr Wordr 365 and Wordr 2019: Getting Started (SSMG115/25)
This course is a three-lesson basic level course that guides you through opening, creating, formatting, previewing, printing, and saving text documents.
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 8/27/20) (SSTX298/25)
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 Business Development: Referral Rally (SSOT106/25)
Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing networking groups to m...
4 Credits
Surgent’s Ethical Considerations for the CPA (SSET104/25)
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focu...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 7/30/20) (SSTX301/25)
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 What You Need to Know About ASC 842, Leases (SSAA252/25)
With the effective date of ASC 842, Leases, right around the corner, companies are running out of time develop their implementation plans. In this one-hour overview course, we'll review the key accounting aspects of ASC 842, primarily from a lessee's...
4 Credits
Surgent’s Key Partnership and S Corporation Tax Planning Strategies (SSTX125/25)
Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course ...
4 Credits
Surgent’s Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (SSTX244/25)
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, w...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 6/17/21) (SSTX272/25)
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 Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SSMG108/25)
2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In ...