4 Credits
Surgent’s Navigating the Gray: An Advanced Guide to Auditor Independence Compliance (SSAA212/25)
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course will provide a detailed discussion of accountants' independence and objectivity obligations, including those found in the AICPA Code ...
2 Credits
Surgent’s Accounting for and Auditing Inventory (SSAA117/25)
Many entities have inventory on their books. The types of inventory can range from simple resale of goods purchased to more complex inventories that use process costing. This module will discuss accounting for and auditing less complex inventories an...
2 Credits
Surgent’s Successful Communication (SSOT100/25)
All would agree that successful communications are key to any successful venture, including audits. However, given the tight deadlines, complex issue resolution and the often remote working environment of the audit teams and clients, there are many b...
2 Credits
Surgent’s Guide to the Corporate Transparency Act for Accounting and Finance Professionals (SSOT116/25)
Effective January 1, 2024, an estimated 32.6 million entities will be required to report information about their beneficial owners to FinCEN as part of the Corporate Transparency Act (CTA). In an effort to combat money laundering and other illegal ac...
2 Credits
Surgent’s Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes (SSTX207/25)
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand what kinds of income constitute self-employment income and earned income....
2 Credits
Surgent’s AICPA Update (SSAA146/25)
Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides an overview of recently issued AICPA auditing and attest standards that will be effective for December 31, 2022...
5 Credits
Surgent’s SEC Hot Topics – MD&A and Non-GAAP Financial Measures (SSAA278/25)
This course provides an overview of two of the most popular SEC topics which result in comment letters from the SEC. This includes a discussion of management's discussion and analysis (MD&A) as well as Non-GAAP Financial Measures. These two areas c...
4 Credits
Surgent’s IA Module 1: Gateway to Excellence in Internal Auditing: A Vital Introduction and Orientation to the Profession (SSAA225/25)
This program provides an essential and engaging introduction to the internal audit profession, a primer on current, major internal audit guidance / standards for staff level personnel, and a value adding refresher and reinforcer for more seasoned per...
4 Credits
Surgent’s Microsoftr Excelr 365/Excelr 2019: Working with Data Ranges and Tables (SSMG137/25)
Microsoftr Excelr 365/Excelr 2019: Working with Data Ranges and Tables is a two-lesson, intermediate level course that guides you through organizing, entering, and validating worksheet data and then effectively sorting, filtering, subtotaling, and ou...
1 Credit
Surgent’s Monthly Accounting and Auditing Update (Original Air Date: 11/30/21) (SSAA248/25)
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: 12/03/20) (SSTX285/25)
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 Accounting Changes and Error Corrections (SSAA138/25)
This course provides an overview of the accounting requirements with respect to accounting changes and error corrections and the reporting implications within an entity's financial statements. The scope of accounting changes includes a discussion of...
1 Credit
Surgent’s Power Query Series: Data Transformations (SSTE126/25)
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...
4 Credits
Surgent’s Annual FASB Update and Review (SSAA210/25)
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accoun...
1 Credit
Surgent’s Going Concern Considerations in the COVID-19 Environment (SSAA144/25)
Of all the financial reporting impacts related to COVID-19, financial statement disclosure and accountants' reporting when substantial doubt about an entity's ability to continue as a going concern is likely to continue for several reporting cycles. ...
4 Credits
Surgent’s Essential Depreciation and Expensing Update (SSTX237/25)
The "permanent" changes from the TCJA may stand like a lion in the pathway of change, but Washington has its own definition of permanent. Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of ru...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 7/21/22) (SSTX318/25)
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 Monthly Accounting and Auditing Update (Original Air Date: 9/28/21) (SSAA246/25)
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...
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...
4 Credits
Surgent’s Microsoftr Excelr 2019: Getting Started with PivotTables and PivotCharts (SSMG129/25)
This course is a two-lesson advanced level course that guides you through creating, formatting, and modifying PivotTables and PivotCharts in Excel using step-by-step hands-on activities.
8 Credits
Surgent’s Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (SSTX239/25)
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the ...
2 Credits
Surgent’s Marijuana: A Generalized Business Viewpoint (SSST123/25)
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, ot...
4 Credits
Surgent’s Understanding the High-Stakes Mega Issues in A&A Today (SSAA224/25)
With so much of significance going on currently in the world of A&A today, you need to be able to make sense of the key drivers of our profession. In this course, we will review the key aspects of the events that are impacting practitioners and finan...
3 Credits
Surgent’s 2023 Tax Update (SSTX162/25)
Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course...
4 Credits
Surgent’s Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (SSAA285/25)
Professional standards are changing with the times and the desire of the AICPA to move the profession into a new era where use of technology will play a key role in an audit and professional skepticism, independence, and quality are emphasized. We ar...