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(SSAA187/27) Surgent’s Construction Contractors: Accounting and Financial Reporting Issues

Accounting and financial reporting for construction contractors may be the most difficult area to comply with the various standards. Construction engagements are, in many instances, more complicated than most lines of business due to the many users of the financial statements. In this course, we will discuss why construction accounting and financial reporting is so...

Non Member: $180
Credit Hours: 4

(SSBM125/27) Surgent’s Implementing Subscription Pricing to Your Practice

This course is designed to provide accountants with a comprehensive understanding of the subscription pricing model. As the business world increasingly shifts toward subscription-based models, it's crucial for accountants to understand the financial implications and strategies associated with this pricing approach. This course will cover the basics of subscription pricing, how to set prices, and...

Non Member: $95
Credit Hours: 2

(SSAA234/27) Surgent’s Introduction to Forensic Accounting

Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant...

Non Member: $180
Credit Hours: 4

(SSTE144/27) Surgent’s Tax and Advisory with Agentic AI

This course examines how agentic AI is revolutionizing tax compliance, planning, and advisory services. Participants will explore real-world deployments by leading firms such as EY, which has developed agents that handle millions of global tax transactions. The course also delves into cross-border compliance issues, transfer pricing automation, and emerging advisory models powered by agent-led simulations....

Non Member: $115
Credit Hours: 2

(SSTX282/27) Surgent’s Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203

Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a pass-through entity from taking a...

Non Member: $95
Credit Hours: 2

(SSTX388/27) Surgent’s Weekly Expert Hour (Original Air Date: 10/16/25)

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

(SSAA140/27) Surgent’s Financial Reporting Update for Tax Practitioners

Tax advisors will be updated on the most recently enacted legislation and IRS guidance as well as updates of recent standard-setting activities at the FASB and AICPA. To start, the course will review the significant tax, financial accounting, auditing, accounting services, and ethics guidance issued by standard setters over the past few years. The course...

Non Member: $360
Credit Hours: 8

(SSAA103/27) Surgent’s A Practical Guide to Auditing Cash and Cash Equivalents

Cash and cash equivalents tend to be one of the first areas assigned to new auditors since it tends to be straightforward with less complexity and risk as other areas. In addition, there is little subjectivity involved and persuasive audit evidence from a third-party is generally available. Interestingly enough, this is an area that can...

Non Member: $95
Credit Hours: 2

(SSTX327/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/09/22)

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

(SSAA111/27) Surgent’s A Guide to Auditing Common Investments

Many small- and mid-size entities hold fewer complex investments including alternative investments. This module will provide an overview for evaluating the proper recognition, measurement, and disclosure of common investment types as well as how to audit them. Derivatives and other more complex investments will be discussed in another module. (Please Note: This module is part...

Non Member: $95
Credit Hours: 2

(SSAA120/27) Surgent’s Accounting for and Auditing Leases

Accounting for and auditing leases was always a challenging task. Adding the implementation of the lease accounting guidance in ASC 842, Leases, will undoubtedly add that much more complexity to this audit area.In this module, we will review the new lease accounting model for lessees, compare and contrast the new model with the existing guidance...

Non Member: $95
Credit Hours: 2

(SSTX214/27) Surgent’s Taxation of Partnership Distributions and Sales of Partnership Interests

This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests - topics that tax practitioners are often asked about by clients.Tax practitioners are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences of these transactions. Additionally, tax practitioners...

Non Member: $180
Credit Hours: 4