Self-Study Video
(SSTX687/26) Surgent’s Weekly Expert Hour (Original Air Date: 5/22/25)
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 advisory firms is differentiating between changes that are relevant to our practice and...
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Self-Study Video
(SSTX684/26) Surgent’s Overview and Analysis of the New Tax Law: Part 2 – Focus on Business Taxation
The passage of the One Big Beautiful Bill Act (OBBBA) represents the most consequential tax law since The Tax Cuts and Jobs Act (TCJA) in 2017. It is now up to accounting and finance practitioners to digest this new legislation so they can adequately advise their clients regarding its effect. This course includes detailed coverage...
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Self-Study Text
(SSTX685/26) Surgent’s Partnership and LLC Core Tax Issues From Formation Through Liquidation
As staff members gain more experience, they are expected to take on more complex assignments with minimal supervision. This course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation. The material provides a deep life-cycle study into critical areas of formation, special allocations...
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Self-Study Video
(SSTX683/26) Surgent’s Overview and Analysis of the New Tax Law: Part 1 – Focus on Individual Taxation
The passage of the One Big Beautiful Bill Act (OBBBA) represents the most consequential tax law since The Tax Cuts and Jobs Act (TCJA) in 2017. It is now up to accounting and finance practitioners to digest this new legislation so they can adequately advise their clients regarding its effect. This course includes detailed coverage...
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Self-Study Text
(SSTX681/26) Surgent’s Employer’s Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area.
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Self-Study Text
(SSTX682/26) Surgent’s Employer’s Handbook: Legal, Tax, and Health Care Issues
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover...
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In-Person
(SMTX01/26) Tax Issues In Executive Compensation for State Relocation
This tax session will cover basic taxation concepts of executive compensation and the related state income tax matters for executives who relocate states. This is a useful and timely topic for tax professionals to help spot issues and opportunities for today’s mobile population. Enrolled Agent Approved
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In-Person
(SMTX04/26) One Big Beautiful Bill: What Every Tax Pro Needs to Know Now
Get up to speed on the sweeping changes ushered in by the latest major tax legislation—affectionately dubbed the “One Big Beautiful Bill.” In this 100-minute update, attorney Verne McGough breaks down the key provisions affecting estate planning, tax controversy resolution, and corporate tax strategy. With Verne’s signature clarity and deep expertise, you’ll walk away ready...
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In-Person
(SMTX02/26) Reasonable Compensation
Does the IRS argue out of both sides of its mouth? C corporation and S corporation differences. The audit/appeals process. Enrolled Agent Approved
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In-Person
(SMTX05/26) One Big Beautiful Bill: What Every Tax Pro Needs to Know Now
Get up to speed on the sweeping changes ushered in by the latest major tax legislation—affectionately dubbed the “One Big Beautiful Bill.” In this 100-minute update, attorney Verne McGough breaks down the key provisions affecting estate planning, tax controversy resolution, and corporate tax strategy. With Verne’s signature clarity and deep expertise, you’ll walk away ready...
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