8 Credits
Surgent’s Advanced Critical Tax Issues for S Corporations (SSTX109/25)
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.
2 Credits
Surgent’s Essentials Of Audit Sampling (SSAA109/25)
When performing an audit, an auditor bases his/her opinion about whether the financial statements are free from material misstatement on a variety of tests on the underlying account balances and classes of transactions. Some balances, such as debt, m...
6 Credits
Surgent’s Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under 754 and Related Provisions (SSTX112/25)
This course explores the practical issues in the many instances in which a step-up in basis can create tax advantages for partners and members. This course includes case studies to illustrate the critical points.
4 Credits
Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges (SSTX164/25)
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognitio...
6 Credits
Surgent’s Microsoftr Excelr 2016: Getting Started (SSMG111/25)
This course introduces you to the Excel 2016 software and then guides you through basic Excel features using step-by-step hands-on activities.
2 Credits
Surgent’s Social Security: Dispelling Common Myths with Essential Truths (SSTX223/25)
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to s...
4 Credits
Surgent’s Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis (SSAA163/25)
For many businesses, preparing financial statements using a special purpose framework may provide an alternative to the complexity of U.S. GAAP. This course will provide you with an overview and hands-on application on preparing financial statements ...
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 How to Account for Internal-Use Software Arrangements (SSAA237/25)
This course provides an overview of the accounting for internal-use software. The accounting and reporting requirements related to internal-use software can be found within ASC Topic 350-40. The primary information addressed within this ASC Topic rel...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 10/08/20) (SSTX292/25)
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 Quality Management and Peer Review (SSAA132/25)
Regulators, investors, other capital markets stakeholders and users of the financial statements need accurate and transparent financial information for decision making. One reason that why the capital markets are as efficient as they are today, is th...
16 Credits
Surgent’s The Complete Trust Workshop (SSTX235/25)
The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element...
3 Credits
Surgent’s U.S. Taxation of Foreign Corporations: A Case Study Approach (SSTX241/25)
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 ta...
1 Credit
Surgent’s Capital Planning in Light of COVID-19 (SSMG106/25)
Capital planning as a concept has undergone few changes; however, following the recent pandemic, we suddenly saw that our old system didn't work with the rapid change that was required. This program will take a look at capital planning in light of wh...
1 Credit
Surgent’s Data Analytics: Planning and Implementation Strategies (SSTE113/25)
As the rewards from data continue to grow, companies must recognize the value of data to remain competitive in the current digital economy. Companies that use data in their business processes are outperforming those that do not. Data skills will beco...
2 Credits
Surgent’s Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (SSTX210/25)
When a purchaser buys an existing partner's partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside basis). ...
2 Credits
Surgent’s Summary and Analysis of the Inflation Reduction Act of 2022 (SSTX161/25)
This program will cover the tax legislation embodied in the Inflation Reduction Act (IRA) in detail so that those attending can properly advise their clients if and how these various tax changes impact their individual and business planning. This c...
2 Credits
Surgent’s Real Estate for Accounting and Finance Professionals (SSTX208/25)
Explore the intricacies of federal income taxation as it intertwines with rental real estate activities. This course delves into the calculation of rental income, understanding the nuances of deductions, and unraveling the complexities of passive act...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 10/28/21) (SSTX253/25)
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 Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (SSTX146/25)
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs ...
1 Credit
Surgent’s Power Query Series: Data Modeling and Next Steps (SSTE122/25)
This final course in the series covers advanced features in Power Query (Excel version), including functions and parameters and basics of data modeling in Power BI and Power Pivot. Multiple hands-on examples help to reinforce these concepts.Power Que...
1 Credit
Surgent’s Adapting to Today’s Changing Accounting Landscape (SSAA156/25)
The field of accounting is undergoing rapid evolution in response to a complex interplay of technological advancements, regulatory reforms, economic fluctuations, and shifting societal dynamics. In this course, we will explore the major challenges an...
4 Credits
Surgent’s IRS Tax Examinations and Hot Issues (SSTX141/25)
Due to IRS issue focused examinations, Accounting and Finance Professionals need to understand what types of returns are selected for examination and ways to help clients survive an IRS audit with little or no change. As a result of issue focused exa...
8 Credits
Surgent’s Winning the Fraud Battle in the Digital Age: Prevention and Detection (SSAA158/25)
The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions ...
8 Credits
Surgent’s Annual Accounting and Auditing Update (SSAA139/25)
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing...