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(SSAA284/27) Surgent’s Finding Errors in Excel Spreadsheets

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...

Non Member: $115
Credit Hours: 2

(SSTX373/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/12/25)

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...

Non Member: $55
Credit Hours: 1

(SSTX141/27) Surgent’s Guide to Calculating S Corporation Shareholder Stock and Loan Basis

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...

Non Member: $95
Credit Hours: 2

(SSTX305/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/29/21)

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...

Non Member: $55
Credit Hours: 1

(SSTX161/27) Surgent’s Guide to Payroll Taxes and 1099 Issues

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...

Non Member: $180
Credit Hours: 4

(SSAA150/27) Surgent’s Going Concern Accounting and Reporting Considerations

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...

Non Member: $95
Credit Hours: 2

(SSTX340/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/13/24)

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...

Non Member: $55
Credit Hours: 1

(SSTX187/27) Surgent’s Taking Advantage of Like-Kind Exchanges

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...

Non Member: $95
Credit Hours: 2

(SSTE114/27) Surgent’s Power BI Desktop: DAX Formulas, Reporting, and Visualizations

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...

Non Member: $70
Credit Hours: 1

(SSTX184/27) Surgent’s Schedules K-2 and K-3: Preparation of Forms

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...

Non Member: $95
Credit Hours: 2

(SSTE153/27) Surgent’s The Latest and Greatest Excel Features

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...

Non Member: $115
Credit Hours: 2