4 Credits
Surgent’s Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (SSOT133/25)
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decision...
2 Credits
Surgent’s Performing Inventory Observations (SSAA108/25)
Generally Accepted Auditing Standards (GAAS) states that if inventory is material to the financial statements, the auditor should generally obtain evidence regarding the existence and condition of inventory by attending the entity's physical inventor...
2 Credits
Surgent’s Liquidation of Flow-Through Entities for LLCs and Partnerships (SSTX170/25)
Part of the technical competence of most experienced tax practitioners is the ability to advise owners of S corporations and partnerships or multiple-member LLCs treated as partnerships regarding the tax rules that apply when these entities liquidate...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 9/30/21) (SSTX249/25)
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 ...
1 Credit
Surgent’s The Basics of Nonprofit Financial Reporting (SSAA294/25)
This course is designed to help you proceed and succeed in preparing meaningful financial statements for nonprofit organizations. Learn the requirements and options allowed to nonprofits in conveying financial information to donors, creditors, grantors, and others.
2 Credits
Surgent’s Public Speaking and Presentation Skills (SSOT126/25)
Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional lev...
4 Credits
Surgent’s Achieving High Levels of Compliance and Customer Service in Your Organization (SSMG103/25)
Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and c...
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...