Events

Filters

Changing any of the form inputs will cause the list of events to refresh with the filtered results.

(SSAA179/25) Surgent’s Guide and Update to Compilations, Reviews, and Preparations

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. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through...

Non Member: $180
Credit Hours: 4

(SSAA100/25) Surgent’s Introduction to the Audit Process and Risk Assessment

Financial statement auditors are engaged to provide reasonable assurance that financial statements are not materially misstated, whether due to fraud or error. Professional standards require auditors to obtain sufficient and appropriate evidence to support that opinion. It is critical for effective and efficient auditors to have a clear understanding of all the important elements and...

Non Member: $95
Credit Hours: 2

(SSTX290/25) Surgent’s Weekly Expert Hour (Original Air Date: 10/22/20)

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 advisory firms is differentiating between changes that are relevant to our practice and...

Non Member: $55
Credit Hours: 1

(SSAA264/25) Surgent’s Applying the Yellow Book to a Financial Statement Audit

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 will learn precisely what the Yellow Book does and does not require auditors to...

Non Member: $180
Credit Hours: 4

(SSTX156/25) Surgent’s Individual and Financial-Planning Tax Camp

Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and...

Non Member: $360
Credit Hours: 8

(SSAA177/25) Surgent’s Compilation and Review Overview

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, which is currently applicable and is the most significant change to the compilation and review standards since their inception over thirty...

Non Member: $90
Credit Hours: 2

(SSTX104/25) Surgent’s Review of Form 709 – Gift Tax Return

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.

Non Member: $90
Credit Hours: 2

(SSMG132/25) Surgent’s Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know

Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large amount of preparation in order to successfully launch and grow. Starting a business requires the owners and...

Non Member: $95
Credit Hours: 2

(SSAA276/25) Surgent’s Surging Auditors: Revenue Rush

Stepping into the shoes of an outside technical consultant, each participant must perform an ASC 606 assessment for Quality Tiles, Inc. (QTI), a company recently acquired by Home D‚cor and More, Inc. (HDM). HDM management needs to ensure the company is in compliance with GAAP related to revenue recognition before the next board meeting. Participants...

Non Member: $55
Credit Hours: 1

(SSTX162/25) Surgent’s 2023 Tax Update

Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest tax legislation applicable to individual and business clients. Continually updated...

Non Member: $135
Credit Hours: 3

(SSOT100/25) Surgent’s Successful Communication

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 barriers to achieving effective communications on audit engagements.In this module, we'll review common barriers to effective communication, models...

Non Member: $95
Credit Hours: 2