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(SSAA130/27) Surgent’s Effective Communications with Management and Those Charged with Governance

As a byproduct of the audit, the auditor has a responsibility to communicate certain information to management and those charged with governance, primarily related to risk and internal control deficiencies. In some cases the auditor may be required to report outside the entity, for example, when fraud is identified. Some of these communications to management...

Non Member: $95
Credit Hours: 2

(SSAA286/27) Surgent’s Improve Spreadsheets by Building Controls in Excel

In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes,...

Non Member: $115
Credit Hours: 2

(SSTX264/27) Surgent’s Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals

Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advise their clients regarding how Trump Accounts operate. The course will also discuss the comparison between Trump Accounts...

Non Member: $130
Credit Hours: 2

(SSOT155/27) Surgent’s Workplace Etiquette for Young Professionals

Understanding the nuances of workplace protocol facilitates effective interactions within the office as well as at external business functions. In this class you will learn how to cultivate your executive presence as well as how to conduct yourself in a variety of business settings. The work environment extends beyond the walls of the office into...

Non Member: $55
Credit Hours: 1

(SSAA132/27) Surgent’s Accounting and Auditing Credit Losses Under ASC 326

ASC 326 significantly changes the accounting for credit losses. Given its pervasive scope, virtually every company will need to at least assess the impact of the new ASC 326 guidance and potentially record a material adjustment to implement the new accounting guidance.In this module, we will review the scope of ASC 326, the key provisions...

Non Member: $95
Credit Hours: 2

(SSAA159/27) Surgent’s Best Practices in Not-for-Profit Accounting and Reporting

Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 15 focused...

Non Member: $180
Credit Hours: 4

(SSAA174/27) Surgent’s Controllership Skills Update: Mergers, Acquisitions, and Alliances

Mergers, acquisitions, and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm with the acquirer and provide a single organization with increased growth potential has been somewhat shaky....

Non Member: $95
Credit Hours: 2

(SSTE146/27) Surgent’s Excel for Staff Level 1 – What You Never Learned

Most staff accountants learned Excel in college and many others learned Excel on their own; however, most users never learned the important productivity tips that could help them build spreadsheets more efficiently. This course will teach new and experienced users how to leverage the many productivity tools built within Excel in order to build spreadsheets...

Non Member: $115
Credit Hours: 2

(SSTX103/27) 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

(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

(SSOT101/27) Surgent’s Successful Communication

All would agree that successful communications are key to any successful venture, including audits. However, given the tight deadlines, complex issue resolution and the often remote working environment of the audit teams and clients, there are many barriers to achieving effective communications on audit engagements.In this module, we'll review common barriers to effective communication, models...

Non Member: $95
Credit Hours: 2

(SSOT107/27) Surgent’s Getting Ahead: The Art of Marketing for CPAs

To many clients, CPA firms all look the same. While services and specialties may vary significantlyfrom one firm to another, it is hard for the average person to see this by simply looking at the signoutside our office door. Is there any way to make us stand out more to the outside world? Throughsurveys, statistics,...

Non Member: $95
Credit Hours: 2

(SSTE130/27) Surgent’s Power BI – Bringing It All Together for Data Analysis

This is an advanced-level course designed for professionals looking to integrate and optimize their use of Microsoft Power Pivot and Power BI. Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these...

Non Member: $115
Credit Hours: 2

(SSTX151/27) Surgent’s IRS Tax Examinations and Hot Issues

Although the Inflation Reduction Act increased the IRS budget, Congress continues to battle about whether this funding will be continued. 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...

Non Member: $180
Credit Hours: 4

(SSTX354/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/26/24)

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

(SSOT139/27) Surgent’s Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor

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...

Non Member: $95
Credit Hours: 2

(SSTX224/27) Surgent’s Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions

Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term "basis," we really could be referring to one of three different things. This course will explore the differences between inside basis, outside basis, and 704(b) basis....

Non Member: $180
Credit Hours: 4

(SSTE115/27) Surgent’s Power BI.com: Empowering Collaborative Data Analytics in Your Organization

A data-driven culture can only occur when there is collaboration, communication, and cooperation between everyone in your organization.Collaboration can only occur in the Power BI ecosystem when your organization works in the cloud with Power BI.com, also known as the Power BI Service, a software as a service available on the Power Platform.This one-hour course...

Non Member: $70
Credit Hours: 1

(SSTX390/27) Surgent’s Weekly Expert Hour (Original Air Date: 11/6/25)

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

(SSTX248/27) Surgent’s Buying and Selling a Business: Tax and Structuring Overview

One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand...

Non Member: $180
Credit Hours: 4

(SSTX185/27) Surgent’s Liquidation of Flow-Through Entities for LLCs and Partnerships

Part of the technical competence of most experienced tax practitioners is the ability to advise owners of S corporations and partnerships or multiple-member LLCs treated as partnerships regarding the tax rules that apply when these entities liquidate. Entity liquidations do not occur every day; but they do occur, and often at very critical times in...

Non Member: $95
Credit Hours: 2

(SSTX227/27) Surgent’s Section 529 Plans: A Comprehensive Guide

This course provides a thorough examination of qualified tuition programs (Section 529 plans), focusing on their tax treatment, planning applications, and recent legislative changes. Participants will learn how 529 plans operate, what qualifies as education expenses, and how contributions, distributions, and beneficiary changes are treated under federal law. The course explores practical planning strategies, including...

Non Member: $95
Credit Hours: 2

(SSAA190/27) Surgent’s Fraud Basics: Protecting the Company Till

The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions of people in certain situations may impact the prevalence of fraud. The...

Non Member: $180
Credit Hours: 4

(SSAA116/27) Surgent’s Testing Internal Control and Reporting Deficiencies

The risk assessment process requires the auditor to understand internal controls over financial reporting and report deficiencies to management and those charged with governance as defined by professional standards. Auditors may be also required or decide to test internal controls for effectiveness. This module builds on the previous module on internal control extending the participant's...

Non Member: $95
Credit Hours: 2

(SSTX183/27) Surgent’s Schedules K-2 and K-3: Filing Requirements

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 identify which entities need to complete these schedules and how to identify which parts are applicable...

Non Member: $95
Credit Hours: 2

(SSAA025/27) Surgent’s The Role of the Whistle-Blower

Whistle-blowers play an important role in fraud detection and prevention. This course will review historical financial whistle-blowers and they role they play in organizations, as well as explore whistle-blower myths. It includes a conversation with a whistle-blower and a former FBI agent. This is the last of five 2-hour courses in Surgent's Fraud Certificate Program....

Non Member: $95
Credit Hours: 2

(SSTE135/27) Surgent’s Power Query Series: Making a Connection

This course explores the workflow of making connections to various data sources using the Excel version of Power Query. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the Excel user to connect to data sets they previously did not have access to. It...

Non Member: $70
Credit Hours: 1

(SSOT144/27) Surgent’s Remote Leadership and Virtual Meeting Mastery

The accounting industry has embraced the hybrid and, in some cases, fully remote work model for the profession. As technology has evolved to support this strategy, the need to project professionalism and leadership through a virtual platform has become a significant skill for all current and future leaders. This seminar provides practical tools to establish...

Non Member: $55
Credit Hours: 1

(SSTX306/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/22/21)

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

(SSAA193/27) Surgent’s Preparing Not-for-Profit Financial Statements

In order to prepare accurate and effective not-for-profit financial statements, professionals must have a strong working knowledge of the reporting requirements. Now is the time to obtain that knowledge! This course explains the requirements, illustrates how the requirements manifest in the financial statements, and clarifies options available to not-for-profits in applying the requirements. The course...

Non Member: $360
Credit Hours: 8

(SSTE118/27) Surgent’s Governing Agentic AI: Cybersecurity, Data, and Risk

As accounting firms and financial institutions deploy agentic AI, they face significant governance challenges. This course focuses on cybersecurity, data governance, and risk management practices essential for the safe and effective use of autonomous systems. Participants will examine frameworks such as NIST AI RMF and the CSA's red-teaming guidelines, as well as case studies on...

Non Member: $115
Credit Hours: 2

(SSTX339/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/6/24)

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

(SSTX244/27) Surgent’s S Corporation Core Tax Issues From Formation Through Liquidation

As experienced staff members master the preparation intricacies of an 1120-S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both theory and practice overarching principles that govern S corporations from formation to revocation, termination and liquidation. Experienced,...

Non Member: $360
Credit Hours: 8

(SSTX300/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/02/21)

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

(SSTX370/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/15/25)

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

(SSTX318/27) Surgent’s Weekly Expert Hour (Original Air Date: 1/06/22)

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

(SSBM111/27) 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

(SSTX378/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/24/25)

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

(SSAA106/27) Surgent’s Audit Documentation Requirements

Audit documentation provides evidence that the audit was planned and performed in accordance with generally accepted auditing standards (GAAS) as well as applicable legal and regulatory requirements. It also serves a number of other purposes such as assisting the engagement team to plan and perform the audit, assisting members of the engagement team responsible for...

Non Member: $95
Credit Hours: 2

(SSAA117/27) Surgent’s Accounting for and Auditing Inventory

Many entities have inventory on their books. The types of inventory can range from simple resale of goods purchased to more complex inventories that use process costing. This module will discuss accounting for and auditing less complex inventories and provide an overview of issues associated with auditing more complex inventories. Inventory observations were covered in...

Non Member: $95
Credit Hours: 2

(SSTX140/27) Surgent’s Guide to Partner Capital Account Reporting

Accounting and finance professionals are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how have rules changed in recent years regarding partner capital accounts? This webinar covers exactly that. For accounting and finance professionals preparing partnership 1065 forms, this course explains these complex rules in practical and...

Non Member: $95
Credit Hours: 2

(SSTE150/27) Surgent’s Mastering the Excel Lookup Functions

In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their...

Non Member: $115
Credit Hours: 2

(SSTX346/27) Surgent’s Weekly Expert Hour (Original Air Date: 8/1/24)

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

(SSBM107/27) Surgent’s Engagement and Client Retention Best Practices

Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client's relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help.This course explores actions accounting and finance professionals can take to...

Non Member: $115
Credit Hours: 2

(SSAA232/27) Surgent’s Mastering the Basics of Inventory Accounting

While many entities maintain inventory, they are often challenged when applying the complexities of inventory accounting. The goal of this course is to provide a detailed overview of inventory accounting concepts that can be applied to a variety of inventory types.The course will cover the basics of inventory capitalization, for both book and tax, as...

Non Member: $180
Credit Hours: 4

(SSAA199/27) Surgent’s FASB Accounting Standards Update

Designed to keep you up to date on recent activity of the Financial Accounting Standards Board (FASB), this course will summarize recently issued Accounting Standards Updates (ASUs) issued by the FASB in 2020 and 2021 year to date. The course will discuss the main provisions of the ASU, application guidance, and information on transition and...

Non Member: $55
Credit Hours: 1