8 Credits
Surgent’s Compilations, Reviews, and Preparations: Engagement Performance and Annual Update (SSAA176/25)
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You w...
8 Credits
Surgent’s Hot IRS Tax Examination Issues for Individuals and Businesses (SSTX142/25)
Although the IRS continues to lose its audit workforce due to budget cuts, it continues to examine specific individuals and small business taxpayers. Now, more than ever, Accounting and Financial Professionals need clients to understand the need for ...
1 Credit
Surgent’s HIPAA: What Accountants and Other Practitioners Need to Know (SSOT120/25)
In 1996, Congress passed the Health Insurance Portability and Accountability Act, commonly referred to as HIPAA. HIPAA's stated purpose was to provide Americans with privacy measures designed to protect personal healthcare-related information. Yet ...
4 Credits
Surgent’s The Most Critical Challenges in Governmental Accounting Today (SSAA160/25)
With the leasing standard and other standards looming, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course m...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 7/7/22) (SSTX316/25)
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 ...
8 Credits
Surgent’s Form 1120-S Boot Camp: Step-by-Step Preparation With Completed Forms (SSTX230/25)
The objective of this course is to train new, rusty, or returning-to-practice staff to prepare complicated federal subchapter S corporation tax returns. The course utilizes a chapter-by-chapter, hands-on approach. As more details are discussed in eac...
8 Credits
Surgent’s Latest Developments in Government and Nonprofit Accounting and Auditing (SSAA213/25)
This is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort with this inf...
4 Credits
Surgent’s Fraud Basics: Protecting the Company Till (SSAA185/25)
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 ...
2 Credits
Surgent’s Fundamentals of Internal Controls (SSAA101/25)
Obtaining an understanding of the entity and its environment is critical part of assessing the risk of material misstatement. The auditor obtains an understanding of internal controls by evaluating the design and implementation of key controls over ...
2 Credits
Surgent’s Taking Advantage of Installment Sales (SSTX160/25)
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognit...
4 Credits
Surgent’s Ethics for the Industry Accountant (SSET105/25)
While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to our customers, our firms, and the public. This course will explore the basic tenets of ethical beh...
4 Credits
Surgent’s The Top Five Tax Issues in Dealing with LLCs and Partnerships (SSTX174/25)
Partnerships and LLCs involve unique problems that require careful attention. This course covers selected critical tax issues that practitioners need to know when working with partnerships and limited liability companies, with a focus on planning opportunities and pitfalls.
4 Credits
Surgent’s Guide to the Topic 606 Revenue Recognition Model for All CPAs (SSAA268/25)
While the effective date of Topic 606 has passed for companies, there will always be a need for a comprehensive review of the accounting related to revenue recognition, including recently issued changes to this guidance. Whether you are looking to ...
1 Credit
Surgent’s Surging Auditors: Daily Dilemmas (SSET107/25)
Ethics are the hallmark of our profession, and we must be uncompromising in our commitment to acting ethically. However, many ethical dilemmas arise unexpectedly as we perform our daily tasks, and challenge us, as there often appears to be several wa...
2 Credits
Surgent’s Taking Advantage of Like-Kind Exchanges (SSTX172/25)
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognit...
2 Credits
Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (SSTX127/25)
Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.
2 Credits
Surgent’s Contract Law for Accounting and Finance Professionals (SSOT112/25)
Accounting and finance professionals routinely encounter a broad range of legal issues while advising clients or performing routine job functions. Contract law tops the list as the most frequent issue that intersects with the accounting and finance p...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 10/21/21) (SSTX252/25)
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 Accounting and Auditing Credit Losses Under ASC 326 (SSAA131/25)
ASC 326 significantly changes the accounting for credit losses. Given its pervasive scope, virtually every company will need to at least assess the impact of the new ASC 326 guidance and potentially record a material adjustment to implement the new a...
4 Credits
Surgent’s Fraud Case Studies: Schemes and Controls (SSAA207/25)
Fraud is prevalent - especially since COVID-19 relief packages passed by legislatures around the world opened the till. The overwhelming majority of fraud cases are never publicized. In this course we will build on our knowledge of why people commit ...
4 Credits
Surgent’s Top Ten Questions from Partnership Clients Regarding the Section 754 Election (SSTX232/25)
This program is an in-depth analysis of the Section 754 election and the two adjustments associated with the election under Section 743(b) and Section 734(b). The 754 election is a highly technical provision that provides great tax benefits to the ow...
6 Credits
Surgent’s Buying and Selling a Business: Tax and Structuring Overview (SSTX217/25)
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a...
12 Credits
Surgent’s Securing a Comfortable Retirement in the Age of Spending (SSOT131/25)
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
2 Credits
Surgent’s The Risks and Benefits of ChatGPT and Artificial Intelligence (SSTE102/25)
We see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 1/27/22) (SSTX306/25)
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 ...