1 Credit
Surgent’s Monthly Accounting and Auditing Update (Original Air Date: 7/27/21) (SSAA244/25)
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 Internal Controls, COSO, and COVID-19 (SSAA233/25)
Companies that fall victim to fraud schemes need to reassess internal controls in order to prevent future fraudulent activity. In this course, we will review the 18 most prevalent internal controls that should be present (as well as designed and oper...
2 Credits
Surgent’s Review of Form 709 – Gift Tax Return (SSTX104/25)
This course will enable practitioners to understand the basic practical issues of preparing the gift tax Form 709. This course covers the disclosure requirements and the information necessary to properly prepare the form.
4 Credits
Surgent’s IA Module 4 — Maximizing Internal Audit (IA) Value, Coverage, Assurance and Reliance (SSAA228/25)
The "name of the game" in virtually any business (or profession), and most certainly for Internal Auditors, is adding the greatest possible value to and for all stakeholders of that business/profession. Internal Auditors serve a wide variety of stake...
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...
20 Credits
Surgent’s Individual Income Tax Fundamentals (SSTX157/25)
This course will take new and administrative staff from the most basic concepts to a full understanding of individual tax return preparation - just in time for the crunch of busy season! Updated for impacts of recent legislation, including the SECUR...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 11/12/20) (SSTX287/25)
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 Guide to Payroll Taxes and 1099 Issues (SSTX148/25)
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, t...
1 Credit
Surgent’s FASB Accounting Standards Update (SSAA195/25)
Designed to keep you up to date on recent activity of the Financial Accounting Standards Board (FASB), this course will summarize recently issued Accounting Standards Updates (ASUs) issued by the FASB in 2020 and 2021 year to date. The course will d...
8 Credits
The Best Individual Income Tax Update Course by Surgent (SSTX123/25)
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will...
4 Credits
Surgent’s Microsoftr Excelr 2016: Useful Functions for CPAs (SSMG135/25)
This course guides you through creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, Database, Text and Logical functions.
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 8/19/21) (SSTX263/25)
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 What Tax Practitioners Need to Know About Medicare (SSTX175/25)
When the first cohort of Baby Boomers turned age 65 several years ago, tax advisors began to be bombarded with questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or require...
2 Credits
Surgent’s Lessons Learned From Recent Accounting Malpractice Actions (SSOT104/25)
Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 10/21/21) (SSTX252/25)
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 The Essential Multistate Tax Update (SSTX177/25)
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scrambl...
2 Credits
Surgent’s Choosing the Right Business Entity (SSTX128/25)
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 ...
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 ...
10 Credits
Surgent’s Advanced Critical Tax Issues for S Corporations (SSTX108/25)
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.
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...
6 Credits
Surgent’s Microsoftr PowerPointr 2016: Getting Started (SSMG128/25)
This course guides you through creating and opening PowerPoint presentations; inserting, reorganizing, and deleting slides; applying a design theme and switching between different PowerPoint views. You learn how to insert various types of content on ...
2 Credits
Surgent’s Implementing Subscription Pricing to Your Practice (SSMG131/25)
This course is designed to provide accountants with a comprehensive understanding of the subscription pricing model. As the business world increasingly shifts toward subscription-based models, it's crucial for accountants to understand the financial ...
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 Increase the Efficiency of Your Organization (SSMG116/25)
There are only two things that any organization needs to accomplish for success: serve the customer well and do it efficiently. This short program will concentrate on the efficiency side, which is always near and dear to the heart of the financial pr...
4 Credits
Surgent’s Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (SSMG109/25)
2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In ...