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 ...
4 Credits
Surgent’s Federal Tax Update (SSTX118/25)
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This c...
4 Credits
Surgent’s Microsoftr Excelr 2016: Creating and Formatting Charts (SSMG105/25)
Excel provides a variety of tools you can use to create, format and enhance charts: contextual Ribbon tab buttons, menus and galleries, shortcut menus, keyboard shortcuts, task panes, and more. This course allows you to explore using these tools to create and format common chart types.
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...
4 Credits
Surgent’s Examining ASC 842, Leases: More Than Meets the Eye (SSAA253/25)
Implementing ASU No. 2016-02, Leases (Topic 842) is sure to have a major impact on your balance sheet and potentially on your business as well. This course is a one-stop shop for what you need to know about the now-effective changes to the lease acco...
1 Credit
Surgent’s What You Need to Know About ASC 842, Leases (SSAA252/25)
With the effective date of ASC 842, Leases, right around the corner, companies are running out of time develop their implementation plans. In this one-hour overview course, we'll review the key accounting aspects of ASC 842, primarily from a lessee's...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 8/12/21) (SSTX264/25)
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 Small-Business Accounting, Audit, and Attest Update (SSAA281/25)
Specifically tailored for practitioners who do not perform audits but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, compilation, and revie...
8 Credits
Surgent’s Financial Reporting Update for Tax Practitioners (SSAA136/25)
Tax advisors will be updated on the most recently enacted legislation and IRS guidance as well as updates of recent standard-setting activities at the FASB and AICPA. To start, the course will review the significant tax, financial accounting, auditin...
1 Credit
Surgent’s Data Analytics Readiness Series: Data Modeling (SSTE109/25)
This one-hour course will focus primarily on Power Query, Power Pivot, and VLOOKUP skills. Users will learn how to join tables using various techniques and add-ons in Excel. Users will understand how to utilize the tools while maintaining data integr...
8 Credits
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SSTX100/25)
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 Accounting for Guarantees (SSAA143/25)
Guarantees are often included within certain purchase agreements, sales agreements, commercial agreements, and many other types of agreements. This course provides an overview of the accounting, reporting, and disclosure requirements related to guar...
2 Credits
Surgent’s Schedules K-2 and K-3: Filing Requirements (SSTX168/25)
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2023 tax year, this course is an essential guide for tax preparers on how to identify wh...
4 Credits
Surgent’s Microsoftr Excelr 365 and Excelr 2019: Getting Started with Excel (SSMG112/25)
Microsoftr Excelr 365 and Excelr 2019: Getting Started with Excel is a three-lesson basic level course that introduces you to the Excel software and then guides you through basic Excel features using step-by-step hands-on activities.Although this is ...
4 Credits
Surgent’s Government and Nonprofit Frauds and Controls to Stop Them (SSAA202/25)
George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe...
2 Credits
Surgent’s Opportunities in the Metaverse for Accounting and Other Professionals (SSTE118/25)
It is no secret that accounting firms, like many other organizations, have begun launching operations in the metaverse. For those unsure, the metaverse is a digital or virtual space where participants simulate a host of activities ranging from shoppi...
12 Credits
Surgent’s This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas (SSTX154/25)
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore pr...
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...