Self-Study Text

  1. Events
  2. Self-Study Text

Events Search and Views Navigation

Event Views Navigation

Today

Filters

After choosing filters, select Apply to update the list of events.

(SSAA184/27) Surgent’s Guide and Update to Compilations, Reviews, and Preparations

Specifically designed for preparation, compilation, and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements through the issuance of SSARS...

Non Member: $180
Credit Hours: 4

(SSAA154/27) Surgent’s Accounting for Litigation and Legal Contingencies

This course provides an overview of the accounting and financial reporting requirements with respect to litigation. This includes distinguishing between probable, reasonably possible, and remote litigation outcomes as well as how to evaluate, recognize, measure, and disclose litigation-related contingencies.

Non Member: $95
Credit Hours: 2

(SSAA146/27) Surgent’s Accounting for Guarantees

Guarantees are often included within certain purchase agreements, sales agreements, commercial agreements, and many other types of agreements. This course provides an overview of the accounting, reporting, and disclosure requirements related to guarantees. The U.S. GAAP guidance related to guarantees is prescribed by ASC Topic 460.

Non Member: $45
Credit Hours: 1

(SSTX119/27) Surgent’s S Corporation, Partnership, and LLC Tax Update

If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted...

Non Member: $180
Credit Hours: 4

(SSTX170/27) Surgent’s Individual and Financial-Planning Tax Camp

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 held business owners need to consider right now to take advantage of present opportunities and...

Non Member: $360
Credit Hours: 8

(SSTX168/27) Surgent’s This Year’s Top Tax and Financial-Planning Ideas

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 practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking...

Non Member: $360
Credit Hours: 8

(SSTE123/27) Surgent’s Max the Tax: Metaverse

Your client, Multi-Mega Markets Corporation (MMM), a global conglomerate with businesses in entertainment, fashion, retail, software, technology and other industries, is looking for advice on the state of the metaverse. They are considering starting a new subsidiary in the metaverse called The MegaVerse (TMV). Your help is needed to share accurate information about the metaverse,...

Non Member: $55
Credit Hours: 1

(SSAA245/27) Surgent’s Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis

While the effective date of Topic 606 has passed for most entities, there will always be a need for a comprehensive review of the accounting related to revenue recognition. Also, if you are taking advantage of the FASB deferral of Topic 606's effective date, you are still completing your implementation plan. Whether you are looking...

Non Member: $360
Credit Hours: 8

(SSAA264/27) Surgent’s Surging Auditors: Wally’s Warehouse

During this interactive game, participants take the role of an auditor performing a physical inventory observation at a client's warehouse. Participants will have the opportunity to use their powers of observation and exercise professional skepticism in identifying areas of risk that might need follow-up, interviewing Wally the client, and performing inventory test counts. After performing...

Non Member: $55
Credit Hours: 1

(SSAA164/27) Surgent’s The Most Critical Challenges in Governmental Accounting Today

With the constant churning of governmental accounting standards, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15...

Non Member: $180
Credit Hours: 4

(SSAA195/27) Surgent’s Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality

With the AICPA's heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor's overall responsibility to provide high quality services, the focus on compliance with professional standards has never been greater. Add to that the requirement to implement the revised risk assessment standards (SAS 145) and it's easy to...

Non Member: $180
Credit Hours: 4

(SSTX190/27) Surgent’s Multistate Income Tax Issues

With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional...

Non Member: $180
Credit Hours: 4

(SSBM102/27) Surgent’s Achieving High Levels of Compliance and Customer Service in Your Organization

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 customer service in the department and in the entire organization. We will examine both disciplines from an...

Non Member: $180
Credit Hours: 4

(SSAA275/27) Surgent’s Technology Trends and Hot Topics Impacting the Accounting Profession

The benefits and related risks of utilizing new technology have never been greater for those in the accounting profession. From Artificial Intelligence (AI), Robotic Process Automation (RPA), and Audit Data Analytics (ADA) to cloud-based software solutions and generative AI platforms like ChatGPT, the business technology landscape is evolving at an unprecedented pace. Accordingly, accounting professionals...

Non Member: $180
Credit Hours: 4

(SSTX163/27) Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships

The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.

Non Member: $360
Credit Hours: 8

(SSET107/27) Surgent’s General Ethics for Tax Practitioners

This two-hour course covers most of the specific ethical considerations that come into play as a practitioner in the eyes of the Internal Revenue Service. The IRS intends to revise Circular 230, the core of this course. Stay tuned.

Non Member: $150
Credit Hours: 2

(SSET108/27) Surgent’s Surging Auditors: Daily Dilemmas

Ethics are the hallmark of our profession, and we must be uncompromising in our commitment to acting ethically. However, many ethical dilemmas arise unexpectedly as we perform our daily tasks, and challenge us, as there often appears to be several ways forward. We need to decide which is the correct one. In this game, the...

Non Member: $75
Credit Hours: 1

(SSTX112/27) Surgent’s Section 199A: Applications and Challenges

Section 199A has been with us since the Tax Cuts and Jobs Act of 2017 was passed. Your clients look to you for explanations and best practices to maximize the 20 percent deduction. Pass-through entities and real estate investors stand to benefit from valuable tax cuts. The average practitioner cannot afford to be uninformed on...

Non Member: $180
Credit Hours: 4

(SSTX217/27) 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...

Non Member: $360
Credit Hours: 8

(SSAA271/27) Surgent’s Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients

Specifically tailored for practitioners who not only perform audits but also provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, auditing, and SSARS standards, including SAS 145 and the quality management standards, as well as other professional guidance impacting small and medium-sized business...

Non Member: $360
Credit Hours: 8

(SSTX221/27) Surgent’s Estate and Life Planning Issues for the Middle-Income Client

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Continually...

Non Member: $360
Credit Hours: 8

(SSTX152/27) Surgent’s IRS Tax Examinations and Hot Issues

The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns, Accounting, Tax, and Financial Professionals...

Non Member: $180
Credit Hours: 4

(SSAA221/27) Surgent’s GAAP Hot Topics – What You Need to Know

This course provides an overview of several of the key accounting and reporting topics within U.S. GAAP. This includes a discussion of accounting for business combinations, revenue recognition principles, and leasing transactions. This course also addresses topics such as goodwill impairment, segment reporting, how to account for software (both internal-use and for resale) as well...

Non Member: $720
Credit Hours: 16

(SSOT147/27) Surgent’s Securing a Comfortable Retirement

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.

Non Member: $270
Credit Hours: 6

(SSTX200/27) Surgent’s Max the Tax: Section 754

Two firms need expert help with Section 754, and game participants are just the right people to assist. First, partners at LMN, LLP are considering electing Section 754. They need to understand key aspects of the process and want to ensure the best outcome to their basis in partnership property and interest. Participants must then...

Non Member: $55
Credit Hours: 1

(SSTX100/27) Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms

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 introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference...

Non Member: $450
Credit Hours: 10

(SSTX204/27) Surgent’s Navigating Your Client Through the IRS Appeals Process

Despite the fact that a client's tax matter may be taken directly to court, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating through the complex IRS Appeals.

Non Member: $180
Credit Hours: 4

(SSTX259/27) Surgent’s Advanced Individual Income Tax Return Issues

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 they had more knowledge. This course is designed to explore the tough tax issues for...

Non Member: $540
Credit Hours: 12

(SSTX245/27) Surgent’s How to Settle a Client’s Estate

Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. This course enables the accountant...

Non Member: $450
Credit Hours: 10

(SSAA279/27) Surgent’s U.S. GAAP vs. IFRS – Rev Rec & Business Combinations

This course provides an overview of the similarities and key differences between the revenue recognition and business combination standards issued by the FASB and IASB. While these standards are similar in many material respects, there are notable differences that are good to understand. However, this course is not intended to provide an exhaustive discussion of...

Non Member: $95
Credit Hours: 2

(SSTX126/27) Surgent’s Individual Income Tax Update

This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continually updated to reflect...

Non Member: $180
Credit Hours: 4

(SSAA226/27) Surgent’s Goodwill Impairment Basics

This course provides a basic overview of goodwill impairment testing. The accounting and reporting requirements related to goodwill are prescribed by the Financial Accounting Standards Board (FASB) in ASC Topic 350-20. This course focuses on the subsequent measurement requirements including the accounting alternative allowed for certain eligible entities. This course also addresses briefly describes the...

Non Member: $45
Credit Hours: 1

(SSBM112/27) Surgent’s Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers, and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case...

Non Member: $180
Credit Hours: 4

(SSOT114/27) Surgent’s Business Law for Small Business Owners

One of the most intimidating aspects of going into business for yourself is compliance. Tax, employment, and regulatory laws are difficult to navigate, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course, we will cover basic compliance areas for small...

Non Member: $180
Credit Hours: 4

(SSET104/27) Surgent’s Ethical Considerations for CPAs

CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course provides a framework within which to consider the ethical challenges facing CPAs and focuses on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential ethical dilemmas that practitioners may encounter....

Non Member: $300
Credit Hours: 4

(SSTX173/27) Surgent’s Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer

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 SECURE Act 2.0, the Inflation Reduction Act, American Rescue Plan Act, the Consolidated Appropriations Act of 2021, the CARES Act, the SECURE Act, the Tax Cuts...

Non Member: $450
Credit Hours: 10

(SSTX251/27) Surgent’s Selected Issues in Preparation of 1040 Individual Income Tax Returns

This course provides new staff accountants, data processing employees, para-professionals, and bookkeepers a study into some of the more complicated issues they may face in tax return preparation. Updated for impacts of recent legislation, including the SECURE Act 2.0, the Inflation Reduction Act, CARES Act, Consolidated Appropriations Act of 2021 (CAA 2021), ARPA, TCJA, SECURE...

Non Member: $450
Credit Hours: 10

(SSAA208/27) Surgent’s Proven Controls to Steer You Clear of Fraud

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.

Non Member: $180
Credit Hours: 4

(SSTX102/27) Surgent’s Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms

The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as a quick and practical reference guide for tax treatment and tax preparation guidelines. Within each chapter,...

Non Member: $360
Credit Hours: 8

(SSAA181/27) Surgent’s Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through...

Non Member: $360
Credit Hours: 8

(SSAA283/27) Surgent’s Understanding and Testing Control and Compliance in a Single Audit

Single audits bring unique control and compliance requirements that differ from GAAS, often leaving auditors uncertain about where their responsibilities truly begin and end. This course removes that uncertainty by clearly outlining auditor responsibilities and providing practical guidance for applying single audit requirements with confidence. Through 20 focused, hands-on exercises, you'll strengthen your skills in...

Non Member: $180
Credit Hours: 4

(SSTX177/27) Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges

When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of sale:...

Non Member: $180
Credit Hours: 4

(SSAA183/27) Surgent’s Compilation and Review Overview

Specifically designed for practitioners and their staff wanting an overview of compilation and review engagements, this course will introduce you to the objectives of compilation and review engagements, SSARS No. 21, Clarification and Recodification, which is currently applicable and is the most significant change to the compilation and review standards since their inception over thirty...

Non Member: $95
Credit Hours: 2

(SSTX261/27) Surgent’s Form 1120-S Boot Camp: Step-by-Step Preparation With Completed Forms

The objective of this course is to train new, rusty, or returning-to-practice staff to prepare complicated federal subchapter S corporation tax returns. The course utilizes a chapter-by-chapter, hands-on approach. As more details are discussed in each chapter, participants are provided with the information needed to prepare an intricate Form 1120-S. The course and instruction delivery...

Non Member: $360
Credit Hours: 8

(SSTX180/27) Surgent’s Individual Tax Planning Ideas

With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income...

Non Member: $180
Credit Hours: 4

(SSTX176/27) Surgent’s 2025 Tax Update

Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest tax legislation applicable to individual and business clients. Continually updated...

Non Member: $135
Credit Hours: 3

(SSTX232/27) Surgent’s Real Estate Tax Boot Camp

This course is a 'deep dive' into all things real estate tax-related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, holding, managing, constructing, and disposing of real estate. You will leave the course able to navigate critical...

Non Member: $360
Credit Hours: 8