1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 9/09/21) (SSTX260/25)
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 CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting, and Budgeting (SSMG124/25)
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. Many organizations spend huge amounts of money and effort at ...
8 Credits
Surgent’s Multistate Tax Update (SSTX179/25)
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 scramble...
4 Credits
Surgent’s Ethical Considerations for CPAs (SSET103/25)
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course provides a framework within which to consider the ethical challenges facing CPAs and focuses on ethical requirements that CPAs must a...
8 Credits
Surgent’s Individual and Financial-Planning Tax Camp (SSTX155/25)
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 h...
4 Credits
Surgent’s Applying the Yellow Book to a Financial Statement Audit (SSAA264/25)
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 Guide to Payroll Taxes and 1099 Issues (SSTX148/25)
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, t...
4 Credits
Surgent’s Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (SSMG114/25)
All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the f...
1 Credit
Surgent’s Surging Auditors: Searching for Unrecorded Liabilities (SSAA277/25)
The manager for Home D‚cor and More (HDM) requests that participants conduct a search for unrecorded liabilities. The company experienced recent turnover in the accounts payable department so there is extra concern that all liabilities have been ca...
2 Credits
Surgent’s Auditing Property, Plant, & Equipment (SSAA104/25)
Property, plant, and equipment is present, at least to some extent, in virtually all audit clients. Auditing the area can be straight forward but when an entity is building machinery or equipment, complexities arise. Property and equipment can also i...
2 Credits
Surgent’s Engagement and Client Retention Best Practices (SSMG107/25)
Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client's relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthe...
4 Credits
Surgent’s Microsoftr Excelr 2019: Exploring Useful Excel Functions (SSMG113/25)
This course is a one-lesson intermediate level course that guides you through creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, Database, Text, and Logical functions.
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 11/11/21) (SSTX255/25)
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: 8/26/21) (SSTX262/25)
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 ...
1 Credit
Surgent’s Disclosures of Risks and Uncertainties (SSAA187/25)
This course provides an overview of the disclosure requirements regarding risks and uncertainties. The disclosure requirements related to risks and uncertainties are prescribed by the Financial Accounting Standards Board (FASB) in ASC Topic 275. Fo...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 8/27/20) (SSTX2982/25)
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 The Yellow Book Performance and Reporting Requirements for a Financial Audit (SSAA291/25)
When auditors perform financial audits under the Yellow Book, they must apply nine areas of additional performance requirements and seven areas of additional reporting requirements. This course is designed to help you understand and effectively apply...
4 Credits
Surgent’s Annual FASB Update and Review (SSAA211/25)
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accoun...
2 Credits
Surgent’s Ethical Considerations for CPAs (SSET101/25)
As accounting firm's non-attest offerings to their attest clients become more diversified, such engagements increase firms' exposure to independence violations. In order to thread the needle of providing value-added services and upholding their indep...
1 Credit
Surgent’s Max the Tax: Schedule E (SSTX183/25)
You just received an email from Roni, a prospective new client. He owns several properties under the business name Roni's Real Rentals LLC and wants help minimizing rental income and maximizing deductions that offset the rental income. You will inter...
1 Credit
Surgent’s Monthly Accounting and Auditing Update (Original Air Date: 8/31/21) (SSAA245/25)
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...
1 Credit
Surgent’s Max the Tax: Common Deductions (SSTX181/25)
During this interactive simulation, you will interview a sophisticated client who is knowledgeable about the latest changes in tax laws. This client always comes prepared with ideas of what deductions he may take, and it is your job to determine whet...
2 Credits
Surgent’s A Complete Guide to Offers in Compromise (SSTX193/25)
This course is designed to assist practitioners in preparing Offers in Compromise (OIC). After this course, you should have an understanding of how proper planning can make a significant difference in the amount eventually paid to the IRS and the res...
4 Credits
Surgent’s IA Module 2: Strategic Roles, Positioning, and Attributes of High Impact Audit Groups (SSAA226/25)
A highly effective internal audit group's value to an organization is directly related to its independence and competence in fulfilling its charter. To function optimally, an internal audit group needs unrestricted access to the subject matter it is...
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...