1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 11/04/21) (SSTX254/25)
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 ...
4 Credits
Surgent’s Ethics for the Industry Accountant (SSET105/25)
While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to our customers, our firms, and the public. This course will explore the basic tenets of ethical beh...
2 Credits
Surgent’s Auditing Accounts Payable, Accrued Expenses and Debt (SSAA105/25)
This module will discuss the audit of accounts payable, accrued liabilities and typical debt arrangements found in nonpublic entities. Contingencies, income taxes and more complex debt arrangements are covered in other modules. The audit of liabiliti...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 12/16/21) (SSTX259/25)
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 Performing Inventory Observations (SSAA108/25)
Generally Accepted Auditing Standards (GAAS) states that if inventory is material to the financial statements, the auditor should generally obtain evidence regarding the existence and condition of inventory by attending the entity's physical inventor...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 7/01/21) (SSTX270/25)
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 U.S. GAAP vs. IFRS – Rev Rec & Business Combinations (SSAA284/25)
This course provides an overview of the similarities and key differences between the revenue recognition and business combination standards issued by the FASB and IASB. While these standards are similar in many material respects, there are notable di...
4 Credits
Surgent’s The Top Five Tax Issues in Dealing with LLCs and Partnerships (SSTX174/25)
Partnerships and LLCs involve unique problems that require careful attention. This course covers selected critical tax issues that practitioners need to know when working with partnerships and limited liability companies, with a focus on planning opportunities and pitfalls.
4 Credits
Surgent’s Current Issues in Accounting and Auditing: An Annual Update (SSAA135/25)
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a detailed review of SAS No. 145 and brings you up to date on FASB and AICPA standards issued over the past ...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 6/24/21) (SSTX271/25)
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 ...
4 Credits
Surgent’s Integrated Planning, Forecasting, and Budgeting for Organizational Success (SSMG122/25)
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 Performing a Compilation Engagement Under AR-C Section 80 (SSAA258/25)
Be the go-to person for financial statement compilation engagements. Specifically designed for compilation practitioners and their staff, this course will provide you with a hands-on application for performing compilation engagements under AR-C Secti...
2 Credits
Surgent’s Effective Techniques for Auditing Contingencies and Going Concern (SSAA115/25)
In these rapidly changing times, an entity may experience significant uncertainties. This is especially true at this time due to issues entities have experienced as a result of the pandemic declared in March 2020 which are still ongoing for many. N...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 9/02/21) (SSTX261/25)
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 ...
2 Credits
Surgent’s A Complete Tax Guide to Exit Planning (SSTX143/25)
When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax...
1 Credit
Surgent’s Max the Tax: Schedule C (SSTX182/25)
In this scavenger hunt game, you're a tax associate at Surging CPAs, LLC. It's the busy time of year, and you arrive at work to find an urgent assignment in your inbox from your senior manager, Caroline. Another colleague suddenly quit, and Caroline ...
4 Credits
Surgent’s Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (SSAA191/25)
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...
2 Credits
Surgent’s Liquidation of Flow-Through Entities for LLCs and Partnerships (SSTX170/25)
Part of the technical competence of most experienced tax practitioners is the ability to advise owners of S corporations and partnerships or multiple-member LLCs treated as partnerships regarding the tax rules that apply when these entities liquidate...
8 Credits
Surgent’s Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (SSTX222/25)
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...
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.
1 Credit
Surgent’s Max the Tax: Crypto Craze (SSTX184/25)
Participants must use their expertise to assist a new client who just received Letter 6173 from the IRS. The client didn't share any crypto-related transactions or events with the tax accountant who filed the original return. It's up to the participa...
8 Credits
Surgent’s Hot IRS Tax Examination Issues for Individuals and Businesses (SSTX142/25)
Although the IRS continues to lose its audit workforce due to budget cuts, it continues to examine specific individuals and small business taxpayers. Now, more than ever, Accounting and Financial Professionals need clients to understand the need for ...
8 Credits
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SSAA214/25)
This is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort with this inf...
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...
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.