4 Credits
Surgent’s Select Estate and Life Planning Issues for the Middle-Income Client (SSTX201/25)
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...
2 Credits
Surgent’s Accounting for and Auditing Leases (SSAA120/25)
Accounting for and auditing leases was always a challenging task. Adding the implementation of the lease accounting guidance in ASC 842, Leases, will undoubtedly add that much more complexity to this audit area.In this module, we will review the new ...
4 Credits
Surgent’s Preparation and Compilation Engagements Under the SSARS (SSAA260/25)
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...
4 Credits
Surgent’s Guide to the Topic 606 Revenue Recognition Model for All CPAs (SSAA267/25)
While the effective date of Topic 606 has passed for companies, there will always be a need for a comprehensive review of the accounting related to revenue recognition, including recently issued changes to this guidance. Whether you are looking to ...
1 Credit
Surgent’s Organizational Culture and the Finance Professional (SSMG121/25)
Many experts say that an organization's culture is the single most important thing that will determine its success. Assuming that's true, it's necessary for the finance professional to understand the effect that the finance function has on that cultu...
1 Credit
Surgent’s Business Combinations – U.S. GAAP vs. IFRS (SSAA153/25)
This course provides an overview of the similarities and key differences between the business combination standards issued by the FASB (ASC Topic 805) and the IASB (IFRS 3). While these standards are very similar, as is the case with many areas of U....
2 Credits
Surgent’s Review of Form 709 – Gift Tax Return (SSTX104/25)
This course will enable practitioners to understand the basic practical issues of preparing the gift tax Form 709. This course covers the disclosure requirements and the information necessary to properly prepare the form.
4 Credits
Surgent’s Fundamentals of Public Charity Taxation and Form 990 (SSTX144/25)
If you work for or with not-for-profit entities and have questions about the IRS Form 990, Return of Organization Exempt From Income Tax, and the related schedules, this is the course for you! The program focuses on common issues that professionals w...
4 Credits
Surgent’s Planning and Strategy Formulation for Your Organization’s Financial Success (SSMG133/25)
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. Sick and tired of taking CPE that has no practical application or...
1 Credit
Surgent’s Data Analytics Readiness Series: Artificial Intelligence- Basic Concepts in Excel (SSTE112/25)
This one-hour course will serve as an introduction to artificial intelligence and how artificial intelligence is utilized in Excel. Users will be introduced to correlation and trend functions in Excel. The basics of linear regression and its applica...
2 Credits
Surgent’s Compilation and Review Overview (SSAA177/25)
Specifically designed for practitioners and their staff wanting an overview of compilation and review engagements, this course will introduce you to the objectives of compilation and review engagements, SSARS No. 21, Clarification and Recodification,...
1 Credit
Surgent’s Power Query Series: Useful Transformations (SSTE131/25)
This course covers a number of useful transformations using Power Query (Excel version) to clean, enrich, and shape data. Coverage includes pivoting and unpivoting, filtering and grouping, fuzzy matching, and more, with hands-on exercises for users t...
8 Credits
Surgent’s Securing a Comfortable Retirement in the Age of Spending (SSOT132/25)
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
10 Credits
Surgent’s Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (SSTX194/25)
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 Firm Quality Control Standards and Best Practices (SSAA263/25)
The best way to ensure engagement quality is through consistent application of a firm's system of quality control. In this course, we will review the key components of such a system, which can be found in the AICPA's quality control standards. Specif...
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...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 11/18/21) (SSTX256/25)
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 Weekly Expert Hour (Original Air Date: 11/05/20) (SSTX288/25)
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 Excel: The Data Tools for Analysis – Power Query and Power Pivot (SSTE114/25)
With the Power BI ecosystem, a complete business intelligence solution, your company can begin the data analytics journey with Excel. Excel contains two data tools of the Power BI ecosystem to begin developing data skills: Power Query and Power Pivo...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 7/08/21) (SSTX269/25)
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 Power Query Series: Use Cases (SSTE120/25)
This course presents five use cases for specific data issues a user may encounter in Power Query (Excel version). Through hands-on examples, users are guided through the process of overcoming each of these issues.Power Query is an "ETL" tool that ex...
2 Credits
Surgent’s Data Analytics for Accountants and Financial Managers (SSAA142/25)
Data analytics and mining are the fastest growing disciplines in accounting and general management. Many organizations are either planning programs or have them already underway. Unfortunately, a number of these attempts fail due to poor planning...
2 Credits
Surgent’s Effective Communications with Management and Those Charged with Governance (SSAA129/25)
As a byproduct of the audit, the auditor has a responsibility to communicate certain information to management and those charged with governance, primarily related to risk and internal control deficiencies. In some cases the auditor may be required t...
1 Credit
Surgent’s Give Me a Little Credit: Understanding the Yellow Book CPE Requirements (SSAA290/25)
Auditors who plan, direct, or perform engagement procedures or reporting on Yellow Book engagements are required to develop and maintain their professional competence by complying with the Yellow Book CPE requirements. This course is designed to help...
2 Credits
Surgent’s Reviewing Audit Workpapers (SSAA118/25)
Audit documentation provides the principal support for the independent auditor's report. Therefore, it is important that workpapers meet professional standards. Anything less could result in peer or regulatory review deficiencies at as a worse case, ...