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...
1 Credit
Surgent’s Power Query Series: Adding Columns for Data Enrichment (SSTE127/25)
Using a variety of hands-on exercises, this course enables users to learn how to add columns using Power Query (Excel version). Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enabl...
1 Credit
Surgent’s Corporate Bankruptcy Basics: Understanding the Reorganization and Liquidation Process (SSOT113/25)
Corporate bankruptcies are complex proceedings involving multiple parties. Businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. There are several reasons companies file for bankruptcy; however, the mo...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 12/17/20) (SSTX283/25)
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 ...
10 Credits
Surgent’s Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (SSTX158/25)
This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Continuously updated for the latest legislation, including the Inflation Reduction Act, American Rescue Plan Ac...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 10/07/21) (SSTX250/25)
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 Tax Aspects of Home Offices and Vacation Homes (SSTX151/25)
The purpose of this course is to provide a practical and in-depth analysis of the significant tax planning advantages and strategies related to owning a principal residence for use as a home office and/or vacation home for upper-income taxpayers.
2 Credits
Surgent’s Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203 (SSTX245/25)
Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk...
1 Credit
Surgent’s How Not-for-Profits Account for Grants and Contracts Under ASU No. 2018-08 (SSAA222/25)
This course is designed to help you proceed and succeed in applying the requirements found in ASU No. 2018-08, Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made. Learn the thought process used in evaluating and recording contribution transactions.
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 ...
1 Credit
Surgent’s Performing a Compilation Engagement Under AR-C Section 80 (SSAA258/25)
Be the go-to person for financial statement compilation engagements. Specifically designed for compilation practitioners and their staff, this course will provide you with a hands-on application for performing compilation engagements under AR-C Secti...
12 Credits
Surgent’s Social Security and Medicare: Planning for You and Your Clients (SSTX227/25)
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Se...
1 Credit
Surgent’s Crowdfunding: A General Overview (SSOT114/25)
In the past, entrepreneurs who sought investment capital for their start-ups were subject to the preferences and expectations of a small set of wealthy investors. These venture capitalists and angel investors often played the role of highly selective...
1 Credit
Surgent’s Power Query Series: Making a Connection (SSTE124/25)
This course explores the workflow of making connections to various data sources using the Excel version of Power Query. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the E...
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 Workplace Etiquette for Young Professionals (SSOT138/25)
Understanding the nuances of workplace protocol facilitates effective interactions within the office as well as at external business functions. In this class you will learn how to cultivate your executive presence as well as how to conduct yourself ...
4 Credits
Surgent’s IRS Tax Examinations and Hot Issues (SSTX140/25)
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 Maximizing Your Social Security Benefits (SSTX225/25)
The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course p...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 12/09/21) (SSTX258/25)
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 Update on the AICPA’s Enhancing Audit Quality Initiative (SSAA193/25)
Quality should be the primary focus of all engagements. Since initiating its Enhancing Engagement Quality initiative in 2014, the AICPA has been using its peer review program as a way to assess the improvement in engagement quality.In this course, we...
8 Credits
Surgent’s The Complete Guide to Liquidation of Business Entities (SSTX129/25)
Liquidations may be used as an alternative to the sale of a business or as an adjunct to the sale of business assets. The objective of this course is to fully explore the technical tax and business issues in liquidating C corporations, S corporations...
1 Credit
Surgent’s Power Query Series: Append Queries (SSTE129/25)
Append queries combine two or more queries into one output query that is a combination of the originals. This course discusses best practices for creating append queries using Power Query (Excel version) and includes hands-on exercises to enable th...
2 Credits
Surgent’s Critical Conversations: Having the “Hard to Have” Discussions (SSOT103/25)
Silence isn't always golden. Problems don't solve themselves and as the engagement leader, it is your responsibility to proactively address and resolve issues, even if it means having challenging conversations.As uncomfortable as some of these conver...
1 Credit
Surgent’s Data Analytics Readiness Series: Data Extraction and Data Sources (SSTE104/25)
This one-hour course serves as the introductory module to data analytics. Users of the course will learn the basic terminology used in performing data analytic-based tasks or working with data analytics. An understanding of the sources of data and im...
4 Credits
Surgent’s Proven Controls to Steer You Clear of Fraud (SSAA204/25)
Every organization in the world will fall victim to fraud. This course will cover the means and methods available to reduce the prevalence of fraud. We will also discuss the controls that victim organizations employ in order to seek improvements for our own organizations.