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.
2 Credits
Surgent’s Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (SSOT108/25)
Consumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, ...
1 Credit
Surgent’s Monthly Accounting Update Series (Original Air Date: 5/25/21) (SSAA242/25)
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...
1 Credit
Surgent’s Data Analytics Readiness Series: PivotTables (SSTE108/25)
This one-hour course will provide users with hands-on practice using PivotTables and Excel. Users will learn and apply skills to create, structure, and analyze data using PivotTables. The benefits and limitations of PivotTables will be discussed. Use...
4 Credits
Surgent’s S Corporation Taxation: Advanced Issues (SSTX211/25)
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.
8 Credits
Surgent’s Individual and Financial-Planning Tax Camp (SSTX156/25)
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely h...
2 Credits
Surgent’s Lessons Learned: What a $53 Million Fraud Can Teach Us (SSAA200/25)
This course will take an in-depth look at the largest municipal fraud in U.S. history. What red flags did the auditors miss? What red flags did the bank miss? This course includes a conversation with former U.S. Marshal Jason Wojdylo, who was an inte...
2 Credits
Surgent’s Controllership Skills Update: Current Survival Skills (SSAA166/25)
The role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization's results today and preparing it for t...
12 Credits
Surgent’s Advanced Individual Income Tax Return Issues (SSTX228/25)
Most Accounting and Financial Professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish t...
2 Credits
Surgent’s Controllership Skills Update: Mergers, Acquisitions, and Alliances (SSAA168/25)
Mergers, acquisitions, and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acq...
2 Credits
Surgent’s Top Individual Tax Planning Strategies (SSTX167/25)
The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contained tax law changes that impact many individuals in 2023 and in later years. This program covers many of these changes as well as other tax topics that continue to impact individual income taxpayers.
2 Credits
Surgent’s Performing Effective Accounting Research (SSAA122/25)
Financial accounting can be complex. An integral part of a senior associate's job responsibilities is to perform effective and efficient research using the FASB's Accounting Standards Codification (ASC). In this session, participants will be introduc...
2 Credits
Surgent’s Food, Beverage, and Entertainment Expensing (SSTX136/25)
The IRS has recently issued final regulations regarding the TCJA's elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to b...
10 Credits
Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms (SSTX101/25)
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...
4 Credits
Surgent’s Critical Issues Involving Taxation of Construction Contractors (SSTX234/25)
Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts o...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 11/04/21) (SSTX254/25)
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 ...
4 Credits
Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SSAA155/25)
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-fo...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 1/13/22) (SSTX304/25)
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 ...
4 Credits
Surgent’s IA Module 3 — Critical Knowledge Foundations for Internal Auditors: Governance, Risk Management, and Control (GRC) (SSAA227/25)
The definition of Internal Auditing promulgated by The Institute of Internal Auditors (IIA) speaks to the critical areas of value adding coverage and services Internal Auditors can and must bring to their organizations. These include the key areas of...
2 Credits
Surgent’s Accounting for Software – Internal Use and External Sales (SSAA236/25)
This course provides an overview of the accounting for software, including both internal-use software as well as software that will be sold to third parties. The accounting, reporting, and disclosure requirements related to software depends on the n...
8 Credits
Surgent’s Advanced Individual Income Tax Return Issues (SSTX229/25)
Most Accounting and Financial Professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish t...
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...