(SSAA284/27) Surgent's Finding Errors in Excel Spreadsheets
2027-06-30 12:00 (America/Detroit)
Event Description
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles.
Designed For
Anyone who uses Excel extensively in their work, especially those involved in financial analysis, reporting, auditing, or any role where accuracy and efficiency in handling Excel spreadsheets are paramount
Objectives

Apply advanced Excel auditing tools, such as Trace Precedents, Trace Dependents, and the Error Checking feature, to effectively identify and rectify complex errors in financial spreadsheets
Analyze and interpret common error messages and anomalies in Excel, enabling the ability to diagnose underlying issues in spreadsheet formulas and data inputs
Distinguish between different types of Excel errors, including formula errors, reference errors, and logic errors to implement targeted corrective actions for enhanced spreadsheet accuracy and reliability

Major Subjects
Common Excel errors, including formula errors, reference errors, and logic errors Advanced Excel functions and formulas that are crucial for error detection and data analysis Data validation techniques, including setting up data validation rules and using conditional formatting to highlight potential inaccuracies Error tracing and auditing tools, including Trace Precedents, Trace Dependents, and the Error Checking tool
Instructions
Download the handout and practice material prior to course

(SSTX373/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/12/25)
2027-06-30 12:00
Event Description
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 our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients.Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series.
Designed For
Financial professionals who wish to be up to speed on the latest news affecting themselves and their clients
Objectives

Be well informed on current topics impacting taxes, finance, and industry

Major Subjects
Progress on the House Budget Reconciliation Bill Updates and changes to Health Savings Accounts (HSAs) Soroban Capital Partners LP v. Commissioner
Instructions
None

(SSTX141/27) Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis
2027-06-30 12:00
Event Description
This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income.
Designed For
Any tax practitioner with S corporations or S corporation shareholders as clients
Objectives

Calculate an S corporation shareholder’s basis in his or her S corporation shares on Form 7203
Understand and apply the S corporation shareholder loan basis rules

Major Subjects
Introduction to Form 7203 Introduction to the calculation of stock basis Introduction to the calculation of loan basis Taxable and nontaxable S corporation distributions to shareholders The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses
Instructions
None

(SSTX305/27) Surgent's Weekly Expert Hour (Original Air Date: 7/29/21)
2027-06-30 12:00
Event Description
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 our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a new weekly series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. We are all aware that the IRS, along with other state and federal regulators, is issuing guidance with increased frequency due to the coronavirus pandemic tax changes. New rules need to be analyzed, dissected, and explained more quickly than in days gone by so that our clients are kept informed of opportunities that may not last long. This weekly series will provide relevant and important tax and financial changes in a quick, concise format. Each week, Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series. Please Note: CFP credit is not available for this course in 2021.
Designed For
Financial professionals who wish to be up to speed on the latest news affecting themselves and their clients
Objectives

Be well informed on current topics impacting taxes, finance, and industry

Major Subjects
SBA PPP Direct Forgiveness Portal Roth IRAs and businesses Forms 3508S, 3508 EZ, and 3508 IRS Notice 2021-20 S corporations and reasonable compensation
Instructions
None

(SSTX161/27) Surgent's Guide to Payroll Taxes and 1099 Issues
2027-06-30 12:00
Event Description
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, they have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents an overview of employee versus independent contractor criteria, the federal payroll taxes form, Form 1099, and related compliance issues.
Designed For
CPAs in public accounting and industry with responsibility for payroll tax compliance
Objectives

Distinguish;an employee from an independent contractor and understand the relief available to employers who misclassify employees
Understand the withholding requirements for FICA and federal income taxes for Forms W-2 and 1099, including back-up withholding
Examine employer requirements regarding Form W-4
Understand the gig economy and the payroll tax responsibilities associated with it

Major Subjects
Statutory employees, independent contractors, and possible changes to Section 530 relief Using SS-8 Payroll Tax Penalties — Who is a responsible person? Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates Understanding payroll tax responsibilities in the gig economy
Instructions
None

(SSAA150/27) Surgent's Going Concern Accounting and Reporting Considerations
2027-06-30 12:00
Event Description
This course will review the relevant considerations related to going concern, including assessing when substantial doubt concerning an entity’s ability to continue as a going concern exists, management mitigation efforts, and required disclosures both when management, and the accountant, feel such efforts will be effective in mitigating the risk, as well as when they do not. Lastly, we’ll consider the accountant’s reporting responsibilities under various scopes of services in various scenarios and how to audit this often-contentious topic.
Designed For
Accounting and auditing practitioners assisting in the preparation of financial statements
Objectives

Differentiate between the external accountant’s and management’s responsibility related to identifying, evaluating, presenting, and disclosing going concern uncertainty
Discuss how to obtain sufficient appropriate evidence to evaluate management’s assertions about an entity’s ability to continue as a going concern for a reasonable period of time
Describe the independent accountant’s reporting options under applicable auditing and other professional services standards when uncertainty associated with going concern exists

Major Subjects
Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services New requirements of SAS No. 132 and SSARS No. 24 related to an auditor’s responsibility for considering going concern uncertainty?
Instructions
None

(SSTE107/27) Surgent's Incident Response and Case Studies in AI-powered Cybersecurity
2027-06-30 12:00
Event Description
This course emphasizes the practical application of incident response frameworks through case studies of AI-related cyber incidents. It focuses on preparing financial professionals to effectively manage and learn from cybersecurity crises.
Designed For
Experienced CPAs, CITPs, accountants, & anyone who wants to better understand current cybersecurity & data privacy threats for individuals & businesses; anyone responsible for designing or implementing data security policies
Objectives

Evaluate the role of financial professionals in incident response planning and execution
Analyze real-world cybersecurity incidents to identify lessons for organizational improvement
Apply frameworks such as the NIST Cybersecurity Framework to practical scenarios
Collaborate effectively with IT and legal teams during cybersecurity crises
Develop strategies for integrating incident response lessons into proactive risk management

Major Subjects
Frameworks for incident response (e.g., NIST Cybersecurity Framework) Case studies of notable AI-powered cybersecurity incidents (e.g., ransomware, data breaches) Practical tips for financial professionals to manage crises Post-incident analysis and lessons learned Building organizational resilience through continuous improvement
Instructions
None

(SSTX340/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/13/24)
2027-06-30 12:00
Event Description
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 our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients.Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series.
Designed For
Financial professionals who wish to be up to speed on the latest news affecting themselves and their clients
Objectives

Be well informed on current topics impacting taxes, finance, and industry

Major Subjects
Global economic outlook: inflation, interest rates, and more Defining employees versus independent contractors Inheritance planning and the Great Wealth Transfer
Instructions
None

(SSTX187/27) Surgent's Taking Advantage of Like-Kind Exchanges
2027-06-30 12:00
Event Description
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won’t be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of sale known as a “like-kind exchange.” Knowing how and when to utilize this provision makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals that could impact the future of this provision. Please Note: due to overlap with the ISL4 course, customers should not take both.
Designed For
Accounting and Finance Professionals who either represent or work for entities that own real property
Objectives

Utilize the provisions of IRC Sec 1031 in order to defer recognizing gain on the sale of real property via a like-kind exchange

Major Subjects
Understanding the history of IRC Sec 1031 Who does and does not qualify for utilizing the like-kind provisions Which properties do and do not qualify for like-kind exchanges The differences between a dealer and a non-dealer regarding like-kind exchanges How to complete a like-kind exchange The different types of like-kind exchanges The definition of boot and how it applies to like-kind exchanges Rules concerning Revenue Ruling 72-456, and Form 8824
Instructions
None

(SSTE114/27) Surgent's Power BI Desktop: DAX Formulas, Reporting, and Visualizations
2027-06-30 12:00
Event Description
Power BI Desktop is the authoring tool for the Power BI Ecosystem and is an essential component of the Power BI ecosystem. Power BI Desktop is a free application that is available for download.This one-hour course will demonstrate the capabilities of Power BI Desktop as your company continues its journey to increasing its data skills and data literacy.
Designed For
Anyone who wants to continue their data analytics journey with the data authoring tool of the Power BI Ecosystem – Power BI Desktop
Objectives

Understand where to find Power Query and Power Pivot in the PBI Desktop interface
Be familiar with DAX (Data Analysis Expression) functions designed to work with a data model
Explain the types of functions in DAX
Understand data visualization – curated visualization for data storytelling
Be familiar with AI visuals for exploratory analysis

Major Subjects
Demonstration in Power BI Desktop of the following data tools: Power Query, Power Pivot, and Power View Skills demonstrated: DAX, data visualizations including AI visuals, and data storytelling Demonstration of DAX function types: Aggregation, Iterator, CALCULATE, CALCULATE Modifiers, Time Intelligence, Ranking, and Percentages Demonstration of how to curate a visual in PBI Desktop with a variety of formatting tools; visuals for exploratory analysis; and AI visuals for exploratory analysis
Instructions
None

(SSTX184/27) Surgent's Schedules K-2 and K-3: Preparation of Forms
2027-06-30 12:00
Event Description
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2025 tax year, this course is an essential guide for tax preparers on how to tackle the preparation of these forms. Understanding and preparing these forms requires a basic knowledge of various international tax topics, including sourcing of income, foreign tax credit income categories, effectively connected income, and fixed, determinable, annual, or periodical (FDAP) income. The course includes a brief discussion of key international tax concepts, a detailed walk-through of what information is required to be reported in different parts of the schedules, and practical advice from the field. The course also includes three comprehensive case studies on how the form should be completed for operating, real estate rental, and investment partnerships.Please note: Surgent also offers a companion course, “Schedules K-2 and K-3: Filing Requirements” (KFR2).
Designed For
Any tax practitioner preparing or reviewing relevant partnership and S corporation tax returns
Objectives

Identify and understand what information is required to be reported on Schedules K-2 and K-3

Major Subjects
How to read and complete Parts II and III for Foreign Tax Credit Understand attachment requirements in Part I Practical tips on how to tackle Parts IV and IX for corporate partners How to correctly fill out Part X for foreign partners Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms
Instructions
None

(SSTE153/27) Surgent's The Latest and Greatest Excel Features
2027-06-30 12:00
Event Description
In the ever-evolving world of data analysis and office productivity, Microsoft Excel remains at the forefront, continuously introducing new and powerful features. This comprehensive course is designed to familiarize participants with the most recent and significant updates in Excel as well as some old favorites. This course offers an in-depth exploration of these features, ensuring learners can harness their full potential for the efficient and innovative use of Excel.
Designed For
All Excel users who want to use Excel more effectively and efficiently
Objectives

Identify the key updates and enhancements in the latest version of Excel, including their specific functionalities and how they contribute to improved efficiency and productivity in Excel
Recognize the capabilities of new automation tools in Excel, particularly those that are designed to streamline repetitive tasks and complex data analysis
Recall how the fuzzy lookup add-in can be used for textual data matching in Excel

Major Subjects
Overview of the latest updates in Excel, focusing on their purpose and potential impact on efficiency and productivity New automation tools, including features that streamline repetitive tasks and data analysis Fuzzy matching of textual data in Microsoft Excel Features that help to efficiently use data
Instructions
Download the handout and practice material prior to the course

(SSTX313/27) Surgent's Weekly Expert Hour (Original Air Date: 6/03/21)
2027-06-30 12:00
Event Description
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 our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a new weekly series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. We are all aware that the IRS, along with other state and federal regulators, is issuing guidance with increased frequency due to the coronavirus pandemic tax changes. New rules need to be analyzed, dissected, and explained more quickly than in days gone by so that our clients are kept informed of opportunities that may not last long. This weekly series will provide relevant and important tax and financial changes in a quick, concise format.Each week, Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series.
Designed For
Financial professionals who wish to be up to speed on the latest news affecting themselves and their clients
Objectives

Be well informed on current topics impacting taxes, finance, and industry

Major Subjects
A detailed discussion of the Biden Administration’s Fiscal Year 2022 Revenue Proposals as of 6/3/21, including: The American Jobs Plan The American Families Plan Reforming the taxation of capital income Improving tax compliance
Instructions
None

(SSTX270/27) Surgent's Essential Depreciation and Expensing Update
2027-06-30 12:00
Event Description
This course offers a comprehensive analysis of the evolving rules surrounding depreciation, amortization, and property transactions, incorporating the latest inflation adjustments and technical corrections. It offers practical guidance through real-world examples and case studies to clarify complex rules and help professionals stay compliant and informed amid ongoing change.
Designed For
CPAs in industry and public accounting who need a thorough grasp of this important area of tax law and want to maximize the possible tax savings for their clients
Objectives

Fully understand two of the most commonly prepared tax forms
Understand assets from acquisition to disposition
Complete and discuss cases highlighting some of the practical issues tax preparers face

Major Subjects
New bonus depreciation and Section 179 changes under the One Big Beautiful Bill Act (OBBBA) Resolved technical glitches for qualified improvement property Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation – maximizing deductions, definitions, limitations, and qualified property Sales of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations) MACRS depreciation – finding the proper method, convention, and recovery period Listed property and the current limitations Amortization of startup, organization, and other expenditures AMT depreciation adjustments and how to avoid them Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities
Instructions
None

(SSTX382/27) Surgent’s Weekly Expert Hour (Original Air Date: 8/21/25)
2027-06-30 12:00
Event Description
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 our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients.Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series.
Designed For
Financial professionals who wish to be up to speed on the latest news affecting themselves and their clients
Objectives

Be well informed on current topics impacting taxes, finance, and industry

Major Subjects
Trump Accounts Form 1099 Issues Form 1099-K
Instructions
None

(SSAA109/27) Surgent's Essentials Of Audit Sampling
2027-06-30 12:00
Event Description
When performing an audit, an auditor bases his/her opinion about whether the financial statements are free from material misstatement on a variety of tests on the underlying account balances and classes of transactions. Some balances, such as debt, may be tested 100% but more often, such as is the case with accounts receivable, the auditor will use sampling applications to obtain sufficient evidence to support the opinion and will not test 100% of the population. The auditor will also use sampling when testing control activities to conclude on the effectiveness of the controls. Compliance and accuracy in the accumulation of information is also tested by sampling. This module explores the different sampling applications used in a financial statement/compliance audit. (Please Note: This module is part of Surgent’s Audit Skills Training: Level 1.)
Designed For
Auditors of all levels
Objectives

Discuss the professional requirements related to sampling applications
Differentiate attribute testing for tests of controls or compliance from variable sampling for substantive testing
Explain special considerations related to internal control and compliance testing in a Single or Program Specific Audit

Major Subjects
Types of sampling and sampling risk Attribute testing for tests of controls and compliance Variable sampling for substantive assurance Differentiating statistical and nonstatistical sampling approaches Determining sample sizes in a compliance audit
Instructions
None

(SSTX392/27) Surgent’s Weekly Expert Hour (Original Air Date: 12/4/25)
2027-06-30 12:00
Event Description
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 our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients.Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series.
Designed For
Financial professionals who wish to be up to speed on the latest news affecting themselves and their clients
Objectives

Be well informed on current topics impacting taxes, finance, and industry

Major Subjects
IRS Math and Taxpayer Help Act Guidance for Tax Year 2025 FLSA Coverage
Instructions
None

(SSTX158/27) Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
2027-06-30 12:00
Event Description
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
Designed For
Experienced practitioners who desire a refresher on loss limitations and an analysis of the new rules. Inexperienced practitioners who desire to learn the basics of all four pass-through loss limitations and their interactions in one course.
Objectives

Analyze how basis in an ownership interest in a pass-through entity is established
Discuss how activity of the entity, distributions, and optional adjustments increase or decrease basis
Discuss when basis is “at-risk” under Section 465, and the resulting loss disallowance and carryforward related to basis that is not at-risk
Define passive activities under Section 469 and exceptions to the passive loss rules
Discuss when and how aggregation of activities should be used to avoid the passive loss rules
Analyze Section 461(l) created by the Tax Cuts and Jobs Act of 2017 and understand the limitation calculation and resulting carryforward
Analyze the hierarchy of the loss limitations with examples of the application of the four tiers of losses and how they interact
Use case studies to reinforce the learning objectives

Major Subjects
The OBBBA Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act
Instructions
None

(SSAA282/27) Surgent's Understanding and Testing Control and Compliance in a Single Audit
2027-06-30 12:00
Event Description
The control and compliance requirements for single audits differ from the requirements for GAAS audits. As a result, sometimes it’s difficult to tell where the auditor’s responsibilities start and stop in a single audit. This course is designed to help you proceed and succeed in applying the single audit control and compliance requirements contained in the 2024 revision to the Uniform Guidance for Federal Awards. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in single auditing today.
Designed For
Auditors performing single audits
Objectives

Obtain a thorough understanding of the auditor’s responsibilities related to internal control in a single audit
Skillfully apply the single audit requirements related to testing direct and material compliance requirements for major programs
Perform single audits that make peer reviewers happy

Major Subjects
The essential internal control concepts applied in a single audit How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit How the auditor plans and performs tests of compliance in a single audit The identification and reporting of control and compliance findings
Instructions
None

(SSTE154/27) Surgent's Excel for Staff Level 3 - Build Reports and Analyze Data
2027-06-30 12:00
Event Description
This is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel’s advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams. Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel’s potential, saving time and improving the quality of your outputs.
Designed For
Any Excel user that wants to maximize Excel’s potential to build reports, saving time and improving the quality of your outputs
Objectives

Apply Excel workflows to build efficient and accurate data reports
Analyze data sets to calculate key performance metrics and insights
Use Excel formatting tools to structure reports for clarity and professional presentation

Major Subjects
The steps for creating professional and functional; Best practices for compiling and cleaning data for accurate analysis Applying formulas and functions to calculate meaningful insights Strategies for using formatting tools to create; Data accuracy verification and potential error troubleshooting Methods for distributing reports effectively within your organization
Instructions
Download the handout and practice material prior to course

(SSOT115/27) Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times
2027-06-30 12:00
Event Description
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, followed by medical expenses and foreclosure. Corporate bankruptcies, on the other hand, are often the result of several factors, including excessive debt, decreased demand, increased costs, lawsuits or poor accounting practices.It is no secret bankruptcy filings will see a tremendous uptick in the wake of the Covid-19 pandemic. As an accountant, CFP, attorney or other professional, you need to be able to discuss the process and different available courses of action with your clients. Both landlords and tenants will be influenced tremendously. Individuals will look to your advice for a discharge and new start. Businesses will do the same and will also need to advise loyal employees. Creditors will receive proofs of claim and look to you for your expertise. Take this webinar and make sure you can speak fluently to both creditors and debtors. As trusted advisors, then, professionals should have a basic understanding of the bankruptcy process. This course provides a thorough review of the consumer and corporate bankruptcy practice. Participants in this webinar will gain an understanding of how consumer and corporate bankruptcy proceedings begin and end, as well as learn about key issues that affect debtor and creditor rights during bankruptcy.This webinar provides information from the perspective of both debtor and creditor. Although bankruptcy concerns the debts of the debtor, the Bankruptcy Code provides substantial protections to creditors. Creditor rights, however, vary widely depending on the status afforded the creditor under the Bankruptcy Code. Do yourself, your clients and your profit margin a favor and sign up for this invaluable webinar.
Designed For
Professionals seeking to understand the basic components of bankruptcy proceedings
Objectives

Understand the different types of bankruptcy proceedings
Advise clients regarding the proof of claim process
Be well versed in the eligibility requirements for consumer bankruptcies
Understand the role of the automatic stay injunction

Major Subjects
Commencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7, 11, and 13 bankruptcy cases The bankruptcy discharge Proofs of claim Plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors
Instructions
None

(SSAA220/27) Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
2027-06-30 12:00
Event Description
This year 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 in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 25 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.
Designed For
Auditors and industry professionals working in the government and nonprofit environment
Objectives

Keep up with the latest developments at the GAO, OMB, AICPA, GASB, and FASB
Ensure that your accounting and auditing skills stay up-to-date with current requirements
Be prepared for major changes on the horizon issues

Major Subjects
Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 146 on quality management) The implementation of GASB No. 101 on compensated absences GASB No. 103 addressing improvements to the financial reporting model The application of GASB No. 102 on certain risk disclosures and GASB No. 104 on disclosure of certain capital assets Key issues related to nonprofit financial reporting (e.g., presenting a measure of operations, various disclosures, etc.)
Instructions
None

(SSTE111/27) Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
2027-06-30 12:00
Event Description
Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of cyber insurance. Through real-world case studies and practical strategies, participants will learn how to recognize and mitigate cyber threats, evaluate cyber insurance policies, and implement security measures that protect their firms and clients. Attendees will leave with actionable steps to strengthen their cybersecurity posture and ensure compliance with evolving regulatory and industry standards.
Designed For
Accounting and finance professionals who wish to be well-versed in the latest cybersecurity challenges and solutions
Objectives

Recognize and mitigate cyber threats, evaluate cyber insurance policies, and implement security measures that protect firms and clients

Major Subjects
Email fraud Phishing attacks Cloud security risks Cyber insurance Securing remote work environments
Instructions
None

(SSOT139/27) Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor
2027-06-30 12:00
Event Description
This program covers three topics: the Department of Labor’s changes in overtime rules, the Federal Trade Commission’s ban on most non-compete agreements, and the Department of Labor’s new rules relating to differentiating between employees and independent contractors under the Fair Labor Standards Act (FLSA). Understanding these new changes will allow accounting and finance professionals to discuss these important business law changes with their clients.
Designed For
Accounting and finance professionals seeking to understand the latest in workplace regulations
Objectives

Understand the latest in workplace regulations for both you and your clients
Effectively advise clients regarding the new workplace regulations

Major Subjects
Final Rule – Employee or Independent Contractor Classification Under the FLSA: the multifactor economic reality test; What analysis guides whether a worker is an employee or independent contractor under this final rule? Can a worker voluntarily waive employee status and choose to be classified as an independent contractor? Are any of the economic reality factors adopted in this rule more important than others when evaluating a worker’s employment status? How does the final rule explain extent to which the work performed is an integral part of the employer’s business? The Federal Trade Commission’s Decision on Non-compete Agreements: impact on new and existing non-competes; treatment and definitional terms for senior executives; definition of a non-compete clause; definition of a worker New Overtime Rules: exemptions from minimum wage and overtime pay requirements for executive, administrative, professional, outside sales, and computer employees; increases in the standard level and the highly compensated employee total annual compensation threshold; new mechanism allowing for the timely and efficient updating of the salary and compensation thresholds
Instructions
None

(SSTX344/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/18/24)
2027-06-30 12:00
Event Description
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 our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients.Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series.
Designed For
Financial professionals who wish to be up to speed on the latest news affecting themselves and their clients
Objectives

Be well informed on current topics impacting taxes, finance, and industry

Major Subjects
Cryptocurrency legislative update Distributions for Emergency Personal Expense Distributions; Domestic Abuse Victim Distributions Section 179D deduction;
Instructions
None

(SSAA180/27) Surgent's Audit Quality and Peer Review Update
2027-06-30 12:00
Event Description
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. Recent peer reviews have indicated that auditors are often failing to perform and/or document certain critical components of an audit such as the auditor’s assessment of risk and linking the results of the assessment to substantive procedures performed. In addition, auditors are not adequately documenting their consideration of fraud, expectations in analytical procedures and the appropriate level of work needed to understand an entity’s internal control. Now is time to revisit the way that auditors are performing and documenting the work performed to meet professional standards since nonconforming engagements can result in an auditor’s referral to the AICPA Ethics Committee. This course will focus on the most significant items resulting in deficiencies identified in the peer review process. We will also discuss the applicable audit standards, documentation requirements and best practices. The objective of the course is to provide the insights necessary to help an auditor improve not just the quality of their work but also the perception of the accounting profession as a whole.
Designed For
Accounting and auditing practitioners at all levels desiring to improve engagement quality
Objectives

Identify key elements of the AICPA’s Enhancing Audit Quality initiative
Recognize key trends in recent peer review deficiencies noted
Identify professional standards related to performing a risk assessment, understanding and testing internal controls and linking these procedures to further audit consideration
Implement best practices to help ensure overall engagement quality

Major Subjects
AICPA’s Enhancing Audit Quality initiative Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Instructions
None

(SSTX355/27) Surgent’s Weekly Expert Hour (Original Air Date: 10/03/24)
2027-06-30 12:00
Event Description
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 our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients.Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.Every financial professional will benefit from this series.
Designed For
Financial professionals who wish to be up to speed on the latest news affecting themselves and their clients
Objectives

Be well informed on current topics impacting taxes, finance, and industry

Major Subjects
IR-2024-253: Hurricane Helene Disaster Relief; Discussion of Varian Medical Systems, Inc. and Subsidiaries v. Commissioner court case IRS Form 7217
Instructions
None

(SSOT124/27) Surgent's Unconscious Bias in the Workplace
2027-06-30 12:00
Event Description
This interactive professional development course explores the concept of unconscious bias and its impact on workplace dynamics, decision-making, and organizational culture. Through engaging exercises, real-world case studies, and reflective activities, participants will gain a deeper understanding of how implicit attitudes shape perceptions and behaviors – often without conscious awareness. The course empowers learners to recognize their own biases, understand their origins, and develop strategies to mitigate their effects in professional settings. Participants will leave with actionable tools to foster a more inclusive, equitable, and respectful workplace.
Designed For
This course is designed for employees who are not supervisors, managers, or executives. If you are looking to train your managers, supervisors, or executives on unconscious bias, we recommend Unconscious Bias for Managers, Supervisors, and Executives (BC
Objectives

Define unconscious bias and distinguish it from explicit bias
Identify how unconscious bias manifests in workplace behaviors and decisions
Recognize the role of schemas and automatic processing in shaping perceptions
Analyze real-world examples of bias in hiring, evaluation, and team interactions
Reflect on personal biases using structured exercises like the Circle of Trust
Apply the 5 Things to Know framework to understand the nature and impact of bias
Demonstrate awareness of microaggressions and practice respectful communication
Utilize the Four Stages of Competence to assess and guide personal growth
Develop and commit to a personalized action plan to reduce bias in professional roles
Access and use tools like the Implicit Association Test (IAT) to continue learning beyond the session

Major Subjects
Introduction to Unconscious Bias The 5 Things To Know Framework Schemas and Mental Shortcuts Types of Unconscious Bias Bias in Action: Workplace Impacts Microaggressions and Language The Four Stages of Competence Strategies for Change Tools and Resources
Instructions
None

(SSAA156/27) Surgent's Guide to the AICPA Quality Management Standards
2027-06-30 12:00
Event Description
With only a few months to go before the AICPA’s Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, SAS 146, and SSAE 23 are required to be implemented, this course can help you meet the deadline. It focuses not simply on theory but on HOW to perform the steps involved.The Quality Management Suite of Standards must be implemented by December 15, 2025. The standards modernize the firm’s approach to quality to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on many engagements. Beginning with performing a risk-based approach, the standards provide accounting firms with the ability to enhance their quality control by shifting their focus to a proactive approach (management) from a reactive approach (control).The results of the firm’s risk assessment will form the basis of its new Quality Management document. This is not just a tweak of the old document but a more robust document that adds new requirements from the new standards.We will cover how to perform a risk assessment, including the key provisions of the standards, and how to effectively implement a monitoring plan. We will also review how the firm will evaluate its System of Quality Management beginning in 2026.
Designed For
Auditors in public accounting in a partner, owner, or managerial role
Objectives

Identify key provisions of SQMS 1, SQMS 2, and SQMS 3
Recall quality management provisions in SAS 146, SSARS No. 26, and SSAE 23
Understand the role of firm leadership in establishing quality management standards
Create a risk assessment
Draft the new QM document
Perform steps used in monitoring and the assessment of the firm’s System of Quality Management

Major Subjects
Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM
Instructions
None

(SSTX241/27) Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
2027-06-30 12:00
Event Description
Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S corporation shareholders, as well as which taxes are assessed at the entity level. Finally, we will discuss how state level taxation may have changed permanently with the addition of PTE elections.
Designed For
Tax and financial advisors with clients who have formed S corporations
Objectives

Recognize the factors to consider when evaluating the reasonableness of S corporation shareholder compensation
Recall which fringe benefits will result in additional W-2 income for S corporation shareholders
Calculate the built-in gains tax and excess passive income tax
Identify the federal income tax implications of a PTE election at the state level

Major Subjects
Reasonable compensation Fringe benefits for S corporation shareholders Built-in gains tax Excess passive income tax Notice 2020-75: PTE elections
Instructions
None
