2 Credits
Surgent’s Controllership Skills Update: Risk Management (SSAA170/25)
The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizatio...
2 Credits
Surgent’s Getting Ready for Busy Season: Review Individual Tax Form Changes (SSTX165/25)
Getting ready for busy season involves not only knowing the tax rules for 2023, but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2023 tax returns. This course provides tax return preparer...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 10/15/20) (SSTX291/25)
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 ...
8 Credits
Surgent’s Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (SSAA257/25)
While the effective date of Topic 606 has passed for most entities, there will always be a need for a comprehensive review of the accounting related to revenue recognition. Also, if you are taking advantage of the FASB deferral of Topic 606's effecti...
1 Credit
Surgent’s Max the Tax: Equity Compensation (SSTX186/25)
Liam, a public relations executive, needs expert advice regarding equity compensation options he has received. Liam researched key topics but needs the participant's help to validate his findings. Then, participants will review various equity compens...
4 Credits
Surgent’s IA Module 7 — Internal Audit (IA) Engagement Management and Administration (SSAA231/25)
Proper planning and execution of an audit program at the overall activity and individual engagement level requires highly effective management and administration to promote, support, and ensure maximum value adding assurance for organizational stakeh...
4 Credits
Surgent’s Select Estate and Life Planning Issues for the Middle-Income Client (SSTX202/25)
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...
10 Credits
Surgent’s How to Settle a Client’s Estate (SSTX215/25)
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understa...
1 Credit
Surgent’s Power Query Series: More Transformations and Load Options (SSTE128/25)
Power Query (Excel version) offers a wide range of transformation options. This course uses hands-on exercises to explore the data transformation process, focusing on data cleaning and data enrichment. In addition, this course explains query loading...
1 Credit
Surgent’s What in the FASB Were They Thinking! Not-for-Profits and Leases (SSAA288/25)
Not-for-profits enter into leases for many types of assets. This course is designed to help you understand the core components of not-for-profit lessee accounting under FASB ASC 842, Leases. You will learn the important definitions involved, the key ...
8 Credits
Surgent’s Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (SSAA175/25)
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 w...
1 Credit
Surgent’s Top 10 Technology Risks and Trends Every CPA Should Know (SSAA282/25)
The use of technology by businesses of all types, including CPA firms, has exploded in recent years, creating the need for proactive and robust cybersecurity risk management practices. This trend has created the need for a data-driven decision-making...
2 Credits
Surgent’s Anatomy of a Ransomware Event and Incident Response (SSTE101/25)
The past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks, but there is little understanding of how they occur, how a response is undertaken, and how the ch...
4 Credits
Surgent’s Coaching Skills for Managers and Supervisors (SSOT102/25)
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them ...
1 Credit
Surgent’s Surging Auditors: Revenue Rush (SSAA276/25)
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 compan...
1 Credit
Surgent’s Monthly Accounting Update Series (Original Air Date: 6/29/21) (SSAA243/25)
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...
4 Credits
Surgent’s Mastering Accounting for Income Taxes (SSAA147/25)
Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to un...
4 Credits
Surgent’s Management Fundamentals (SSOT101/25)
As you advance in your public accounting careers, your responsibilities significantly increase. The skills required for continued success go beyond your technical skills but also include others that you may not have had a chance to develop earlier in...
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 ...
8 Credits
Surgent’s Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (SSAA256/25)
While the effective date of Topic 606 has passed for most entities, there will always be a need for a comprehensive review of the accounting related to revenue recognition. Also, if you are taking advantage of the FASB deferral of Topic 606's effecti...
4 Credits
Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SSMG123/25)
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not ...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 6/02/22) (SSTX311/25)
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 Recruiting and Retaining Next Gen Talent (SSOT129/25)
When it comes to attracting the best talent, it is imperative to know your audience. It is critical for employers and managers to understand Next Gen employees (those born in 1980 or later), as this group is expected to comprise 62% of the workforce...
2 Credits
Surgent’s Evaluating Sufficiency and Appropriateness of Audit Evidence (SSAA128/25)
During a financial statement audit the auditor obtains an understanding of the entity and its environment (including its internal control), performs a risk assessment and from that work designs substantive procedures that will be responsive to the le...
1 Credit
Surgent’s Power Query Series: Introduction and First Connection (SSTE123/25)
This course is designed for the Excel user to begin their data analytics journey with an introduction to a product created for their skill set: Power Query, using the Excel version. Power Query is an "ETL" tool that extracts, transforms, and loads d...