2 Credits
Surgent’s Transitioning to the Accounting Profession (SSET100/25)
New accountants, whether coming right out of school or from industry will find that the accounting profession is heavily governed by technical and ethical standards. In addition, the new accounting professional will need to understand new terminolog...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 09/17/20) (SSTX295/25)
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 ...
8 Credits
Surgent’s Focus on Engagement Quality: How to Avoid Deficiencies in Peer Reviews (SSAA192/25)
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...
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 Goodwill Impairment Basics (SSAA220/25)
This course provides a basic overview of goodwill impairment testing. The accounting and reporting requirements related to goodwill are prescribed by the Financial Accounting Standards Board (FASB) in ASC Topic 350-20. This course focuses on the su...
8 Credits
Surgent’s Preparing Individual Tax Returns for New Staff and Paraprofessionals (SSTX198/25)
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff hav...
10 Credits
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SSTX101/25)
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduc...
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. ...
2 Credits
Surgent’s Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (SSMG102/25)
According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to ...
4 Credits
Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SSAA155/25)
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-fo...
2 Credits
Surgent’s SAS 134 and Other Reporting Considerations (SSAA125/25)
For all the work performed on the audit, the one thing that the public sees is the auditor's report. So we need to make sure that the opinion is correct. With the effective date of SAS 134, the auditor's report underwent significant changes. This ses...
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...