4 Credits
What’s Going on at the GASB (LIAA17/25)
The GASB has been working on some big projects lately. This course starts with a look at the GASB standards effective this year, including GASB 94, Public Private Partnerships and GASB 96, Subscription Based IT Arrangements. We will include practical...
1 Credit
Understanding & Leading Different Generations in the Workplace (LIOT20/25)
2025 Professional Development Program with Leadership Simplified
Raise your bar of excellence by attending all or selected leadership development meetings. Provided virtually, each session is high-impact and engaging. The pro...
1 Credit
Surgent’s Bankruptcy Basics: Understanding the Consumer Bankruptcy Process (SSOT115/25)
Consumers file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, followed by medic...
2 Credits
Surgent’s Audit Quality Update (SSAA123/25)
Engagement quality is the ultimate benchmark that auditors should be judged against. As a senior associate, you have primary responsibility for ensuring that all engagement work is performed on time, within budget, and in accordance with professional...
2 Credits
Surgent’s Preparing and Reviewing Client Prepared Financial Statements (SSAA112/25)
The ultimate objective of a financial statement audit is to issue the independent auditor's report. This module discusses the process, introduces key elements of financial statements, and provides best practices for auditors who either prepare or rev...
8 Credits
Surgent’s Form 1040 Return Review Boot Camp for New and Experienced Reviewers (SSTX138/25)
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...
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...
8 Credits
Surgent’s Estate and Life Planning Issues for the Middle-Income Client (SSTX203/25)
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who wo...
8 Credits
Surgent’s Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (SSTX221/25)
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...
4 Credits
Surgent’s Multistate Income Tax Issues (SSTX176/25)
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scrambl...
4 Credits
Surgent’s Essential Depreciation and Expensing Update (SSTX237/25)
The "permanent" changes from the TCJA may stand like a lion in the pathway of change, but Washington has its own definition of permanent. Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of ru...
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...
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 ...
4 Credits
Surgent’s Essential Depreciation and Expensing Update (SSTX238/25)
The "permanent" changes from the TCJA may stand like a lion in the pathway of change, but Washington has its own definition of permanent. Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of ru...
8 Credits
Surgent’s Form 1120-S Boot Camp: Step-by-Step Preparation With Completed Forms (SSTX230/25)
The objective of this course is to train new, rusty, or returning-to-practice staff to prepare complicated federal subchapter S corporation tax returns. The course utilizes a chapter-by-chapter, hands-on approach. As more details are discussed in eac...
2 Credits
Surgent’s Found It! Reporting Findings in Yellow Book and Single Audits (SSAA206/25)
When auditors detect findings in Yellow Book and single audits, they do not just communicate them in some shabby little letter to management; they get reported! In this course, we will examine what types of findings get reported, how they get reporte...
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...
1 Credit
Surgent’s Corporate Bankruptcy Basics: Understanding the Reorganization and Liquidation Process (SSOT113/25)
Corporate bankruptcies are complex proceedings involving multiple parties. Businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. There are several reasons companies file for bankruptcy; however, the mo...
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 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...
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...
4 Credits
Surgent’s Applying the Yellow Book to a Financial Statement Audit (SSAA265/25)
Knowing just a little about the Yellow Book can hurt you! It is important to have a thorough understanding of the standards. This course covers the Yellow Book financial auditing requirements and prepares you to excel in applying the standards. You w...
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 ...
4 Credits
Surgent’s Technology Trends and Hot Topics Impacting the Accounting Profession (SSAA283/25)
Never have the benefits, and related risks, of utilizing new technology been greater for those in the accounting profession. From Artificial Intelligence (AI), Robotic Process Automation (RPA), and Audit Data Analytics (ADA) to cloud-based software s...
4 Credits
Surgent’s Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (SSTX145/25)
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs ...