2 Credits
Surgent’s Introduction to the Audit Process and Risk Assessment (SSAA100/25)
Financial statement auditors are engaged to provide reasonable assurance that financial statements are not materially misstated, whether due to fraud or error. Professional standards require auditors to obtain sufficient and appropriate evidence to s...
4 Credits
Surgent’s Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (SSAA295/25)
If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore th...
4 Credits
Surgent’s Multistate Income Tax Issues (SSTX176/25)
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 Audit Quality Update (SSAA123/25)
Engagement quality is the ultimate benchmark that auditors should be judged against. As a senior associate, you have primary responsibility for ensuring that all engagement work is performed on time, within budget, and in accordance with professional...
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...
2 Credits
Surgent’s Testing Internal Control and Reporting Deficiencies (SSAA116/25)
The risk assessment process requires the auditor to understand internal controls over financial reporting and report deficiencies to management and those charged with governance as defined by professional standards. Auditors may be also required or d...
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 ...
1 Credit
Surgent’s Max the Tax: Metaverse (SSTE119/25)
Your client, Multi-Mega Markets Corporation (MMM), a global conglomerate with businesses in entertainment, fashion, retail, software, technology and other industries, is looking for advice on the state of the metaverse. They are considering starting ...
2 Credits
Surgent’s Auditing Accounts Payable, Accrued Expenses and Debt (SSAA105/25)
This module will discuss the audit of accounts payable, accrued liabilities and typical debt arrangements found in nonpublic entities. Contingencies, income taxes and more complex debt arrangements are covered in other modules. The audit of liabiliti...
1 Credit
Surgent’s Metrics, Benchmarking, and Measurement (SSMG119/25)
Years ago, Peter Drucker said, "what gets measured gets managed," and that is true today. As financial professionals, we understand and desire this, but often it's difficult to get the concept across to the remainder of the organization. This program...
4 Credits
Surgent’s Internal Controls and COSO in a Post-COVID Landscape (SSAA234/25)
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 present as well as designed and operating effectivel...
2 Credits
Surgent’s Compilations, Review, And Attestation Engagements (SSAA113/25)
Most CPA firms perform some level of compilation and review engagements. And some perform engagements under attestation standards. Building off what you learned in the training in Level 1, Module 4, this course offers builds provides a deeper dive ...
1 Credit
Surgent’s Everything You Want to Know and Not Know About Yellow Book Independence (SSAA194/25)
The Yellow Book devotes approximately 30 pages to the topic of independence. This course is designed to help you fully understand the Yellow Book independence requirements. Learn where the limits are, where the limits are not, and how to stay on the right side of the requirements.
1 Credit
Surgent’s Power Query Series: Merge Queries (SSTE130/25)
A merge query combines two queries that have a common column or columns. This course discusses best practices for creating merge queries using Power Query (Excel version) and includes hands-on exercises to enable the user to demonstrate what they ha...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 6/03/21) (SSTX274/25)
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 The Role of the Whistle-Blower (SSAA201/25)
Whistle-blowers play an important role in fraud detection and prevention. This course will review historical financial whistle-blowers and they role they play in organizations, as well as explore whistle-blower myths. It includes a conversation with...
2 Credits
Surgent’s Controllership Skills Update – Budgeting, Forecasting, and Big Data (SSAA167/25)
Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term p...
2 Credits
Surgent’s Establishing State Residency and Saving Your Clients Money (SSTX134/25)
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course ...
4 Credits
Surgent’s Real Estate Taxation: Critical Considerations (SSTX205/25)
This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must n...
1 Credit
Surgent’s Hot Topics Related to ASC 606 (SSAA271/25)
While the effective date for ASC 606 is past for most entities, the challenges of applying the new revenue recognition guidance will undoubtedly continue for a while. In this course, we'll review both issued and proposed ASUs related to ASC 606 and r...
4 Credits
Surgent’s Project Management: Tips, Tricks, and Traps (SSMG127/25)
This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest comp...
2 Credits
Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (SSOT143/25)
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock options work and why...
2 Credits
Surgent’s A Complete Tax Guide to Exit Planning (SSTX143/25)
When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax...
1 Credit
Surgent’s Surging Auditors: Internal Out of Control (SSAA275/25)
In this hands-on game, participants are helping to prepare an internal control testing plan for Home D‚cor & More (HDM). They must assess controls related to HDM's inventory cycle to determine which financial statement assertions each control satis...
2 Credits
Surgent’s Management’s Discussion and Analysis – What You Need to Know (SSAA250/25)
This course provides an overview of the rules and regulations with respect to the management's discussion and analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC). MD&A...