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...
4 Credits
Surgent’s Current Issues in Accounting and Auditing: An Annual Update (SSAA135/25)
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a detailed review of SAS No. 145 and brings you up to date on FASB and AICPA standards issued over the past ...
8 Credits
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (SSTX107/25)
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
2 Credits
Surgent’s Understanding and Managing Burnout Among Accounting and Finance Professionals (SSOT110/25)
According to a recent study, over 70% of accounting professionals suffer from burnout, leading to feelings of exhaustion, inefficiency, and dissatisfaction with their careers. Recurring challenges for accounting and finance professionals include long...
4 Credits
Surgent’s This Year’s Top Tax and Financial-Planning Ideas (SSTX153/25)
With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practit...
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 Latest Developments in Government and Nonprofit Accounting and Auditing (SSAA214/25)
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...
1 Credit
Surgent’s Power Query Series: Formulas, M Language, and Error Handling (SSTE121/25)
Even for experienced Excel users, there is a learning curve to using formulas in Power Query (Excel version). This course presents the fundamentals of this concept. In addition, this webinar introduces users to the "M" language in Power Query, as wel...
4 Credits
Surgent’s Current Issues in Accounting and Auditing: An Annual Update (SSAA134/25)
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a detailed review of SAS No. 145 and brings you up to date on FASB and AICPA standards issued over the past ...
2 Credits
Surgent’s Data Analytics Toolkit – Tools and Applications (SSAA182/25)
There is no shortage of data, but relatively few organizations have an environment and process to isolate, capture, analyze, and convert data into actionable information. Too often, we collect as much data as possible, continue to use historic measur...
1 Credit
Surgent’s Business Development: Time Management (SSOT107/25)
Participants have nine hours before tonight's birthday party, and as they begin the workday, they must review and prioritize their task list to maximize productivity. How much can they get done? As they set off on their day by clicking through each t...
8 Credits
Surgent’s Enterprise Risk Management for Small and Medium-Sized Companies (SSMG110/25)
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; however, generally only the large for-profit organizations pay a lot of attention to risk management. Or, ot...
2 Credits
Surgent’s Fraud Risk Assessment Basics (SSAA110/25)
The financial statement auditor's overall objectives are to obtain reasonable assurance as to whether the financial statements are materially misstated due to fraud or error and to issue a report that includes an opinion. As noted in the independent ...