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, ...
2 Credits
Surgent’s General Ethics for Tax Practitioners (SSET106/25)
This two-hour course covers most of the specific ethical considerations that come into play as a practitioner in the eyes of the Internal Revenue Service.
2 Credits
Surgent’s Audit Quality and Peer Review Update (SSAA174/25)
With the AICPA's heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor's overall responsibility to provide high quality services, the focus on compliance with professional standards has never been...
1 Credit
Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SSTE117/25)
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes ...
2 Credits
Surgent’s Hiring and Firing of Employees – What You Can and Cannot Do (SSOT119/25)
There are numerous federal laws that restrict what businesses can do in terms of hiring and firing employees. Many of these laws impose significant penalties if employers violate them. Accordingly, it is crucial that all employers and their professio...
8 Credits
Surgent’s FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide (SSAA196/25)
This course provides a detailed discussion on the key topics related to financial reporting. The course will focus on all recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners. Specifi...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 9/24/20) (SSTX294/25)
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 New SASs Effective for December 31, 2021 Audits (SSAA272/25)
2021 will be a very impactful year for audits, as SASs 134-140 become effective for audits for year-ends after December 15, 2021. In this course, we'll review the key changes coming to financial statement audits as a result of these new standards, in...
4 Credits
Surgent’s SEC Form 8-K: When to File and What to Disclose (SSAA279/25)
This course provides an overview of the SEC Form 8-K. This is a broad form used to notify investors in U.S. publicly traded companies of certain events that may be important - generally within four business days of the respective triggering event. ...
1 Credit
Surgent’s Building Your Personal Brand (SSOT111/25)
A personal brand is your story. Having a well-defined personal brand can help you not only cultivate powerful connections but also set you apart. Explore the integral components to building a strong brand and gain strategies to help you create your own marketable personal brand.
1 Credit
Surgent’s Monthly Accounting Update Series (Original Air Date: 4/27/21) (SSAA241/25)
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 Weekly Expert Hour (Original Air Date: 7/29/21) (SSTX266/25)
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 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...