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(SSOT105/25) Surgent’s Business Development for Accounting and Other Professionals

To grow and succeed, accounting and finance professionals must have a workable business development plan - and execute it effectively. Business development plans serve as a road map for bringing new clients into an organization and keeping the clients you already have.This course provides a broad overview for successfully growing a business. Whether you are...

Non Member: $55
Credit Hours: 1

(SSTE116/25) Surgent’s Power BI.com: Empowering Collaborative Data Analytics in Your Organization

A data-driven culture can only occur when there is collaboration, communication, and cooperation between everyone in your organization.Collaboration can only occur in the Power BI ecosystem when your organization works in the cloud with Power BI.com, also known as the Power BI Service, a software as a service available on the Power Platform.This one-hour course...

Non Member: $65
Credit Hours: 1

(SSTX128/25) Surgent’s Choosing the Right Business Entity

The business structure a client chooses influences virtually everything: day-to-day operations, taxes, how much of their personal assets are at risk, and more. For this and many other reasons, it is critical that a client choose a business structure that gives the right balance of legal protections and benefits.From a tax perspective, in terms of...

Non Member: $95
Credit Hours: 2

(SSAA204/25) Surgent’s Proven Controls to Steer You Clear of Fraud

Every organization in the world will fall victim to fraud. This course will cover the means and methods available to reduce the prevalence of fraud. We will also discuss the controls that victim organizations employ in order to seek improvements for our own organizations.

Non Member: $180
Credit Hours: 4

(SSTX241/25) Surgent’s U.S. Taxation of Foreign Corporations: A Case Study Approach

This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under GILTI (Global Intangible Low-Taxed Income), Subpart F, and PFIC (Passive Foreign Investment Company)...

Non Member: $135
Credit Hours: 3

(SSOT137/25) Surgent’s Understanding Non-Compete Agreements

More and more employers rely on non-compete agreements to protect company assets. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships and specialized training, among others. Today, employees are more likely to be asked to sign non-compete agreements as a condition to employment. Non-compete agreements...

Non Member: $95
Credit Hours: 2

(SSAA265/25) Surgent’s Applying the Yellow Book to a Financial Statement Audit

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 will learn precisely what the Yellow Book does and does not require auditors to...

Non Member: $180
Credit Hours: 4

(SSTX209/25) Surgent’s Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the NEW Proposed RMD Regulations

Required minimum distributions (RMD) must begin for the year in which the account owner reaches age 72 unless an exception applies. RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts is more complex than those that apply to RMDs for non-inherited accounts. Failure to comply with the...

Non Member: $95
Credit Hours: 2

(SSTE126/25) Surgent’s Power Query Series: Data Transformations

This course teaches the user how to perform data transformations in Power Query, using a hands-on approach. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the Excel user to connect to data sets they previously did not have access to. It also enables...

Non Member: $65
Credit Hours: 1

(SSTX220/25) Surgent’s Selected Issues in Preparation of 1040 Individual Income Tax Returns

This course provides new staff accountants, data processing employees, para-professionals, and bookkeepers a study into some of the more complicated issues they may face in tax return preparation. Updated for impacts of recent legislation, including the SECURE Act 2.0, the Inflation Reduction Act, CARES Act, Consolidated Appropriations Act of 2021 (CAA 2021), ARPA, TCJA, and...

Non Member: $450
Credit Hours: 10

(SSTX269/25) Surgent’s Weekly Expert Hour (Original Air Date: 7/08/21)

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 advisory firms is differentiating between changes that are relevant to our practice and...

Non Member: $55
Credit Hours: 1

(SSTX183/25) Surgent’s Max the Tax: Schedule E

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 interview Roni and visit his two properties to gain a better understanding of his situation. Advise...

Non Member: $55
Credit Hours: 1

1300 12th Street, Suite D

Cayce, SC 29033

803.791.4181

membership@sc.cpa

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