Specialized Knowledge

Surgent’s Marijuana: A Generalized Business Viewpoint (SSST123/25)

By |2024-08-22T16:41:18-04:00June 22nd, 2024||

Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, ot...

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Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (SSOT143/25)

By |2024-08-22T18:58:25-04:00June 22nd, 2024||

Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock options work and why...

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Surgent’s HIPAA: What Accountants and Other Practitioners Need to Know (SSOT120/25)

By |2024-08-22T22:56:26-04:00June 21st, 2024||

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 ...

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Surgent’s Raising Financially Capable Children (SSOT127/25)

By |2024-08-22T19:33:01-04:00June 21st, 2024||

This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how...

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