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...
4 Credits
Surgent’s Microsoftr Excelr 2019: Working with Formulas and Functions (SSMG136/25)
This course guides you through creating, copying and pasting, reviewing, and correcting basic and complex formulas in Excel 2019 using step-by-step, hands-on activities.
12 Credits
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (SSTX115/25)
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innova...
1 Credit
Surgent’s Surging Auditors: Professional Skeptic (SSAA274/25)
Participants play the role of an auditor collecting information, making inquiries, and documenting findings around the audit of Home D‚cor and More. They develop professional skepticism skills as they analyze data obtained from an interview with Co...
1 Credit
Surgent’s Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas (SSTE111/25)
This one-hour data analytics course will introduce formula arrays and DAX formulas to users in Power BI and Excel. Users will learn the skills to create and evaluate array formulas and DAX formulas. An understanding of implicit or explicit intersect...
4 Credits
Surgent’s Critical Issues Involving Taxation of Construction Contractors (SSTX233/25)
Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts o...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 7/14/22) (SSTX317/25)
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 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...