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(SSTX165/27) Surgent’s Home Office Rules

Since 2017, employees have not been eligible to take an itemized deduction for a home office. The Tax Cuts and Jobs Act suspended all miscellaneous itemized deductions for tax years 2018 through 2025. That deduction is scheduled to go into effect in 2026. Self-employed individuals can deduct office expenses on Schedule C, Form 1040. The...

Non Member: $130
Credit Hours: 2

(SSTE101/27) Surgent’s Agentic AI Foundations for Finance and Accounting

This course introduces accounting, auditing, and finance professionals to the emerging field of agentic AI: autonomous, goal-driven systems capable of planning, acting, and learning with minimal human intervention. Participants will explore how agentic AI differs from traditional automation (RPA) and generative AI, and how these agents are being deployed in finance and accounting. The course...

Non Member: $115
Credit Hours: 2

(SSAA113/27) Surgent’s Compilations, Review, And Attestation Engagements

Most CPA firms perform some level of compilation and review engagements. And some perform engagements under attestation standards. Building off what you learned in the training in Level 1, Module 4, this course offers builds provides a deeper dive into the most frequently missed issues in compilations and reviews engagements. We will also focus on...

Non Member: $95
Credit Hours: 2

(SSOT157/27) Surgent’s Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues

Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals. Left unchecked, a life centered exclusively around the demands of work can be both physically...

Non Member: $95
Credit Hours: 2

(SSET100/27) Surgent’s Transitioning to the Accounting Profession

New accountants, whether coming right out of school or from industry will find that the accounting profession is heavily governed by technical and ethical standards. In addition, the new accounting professional will need to understand new terminology as well as what their team members and clients expect of them by way of job performance and...

Non Member: $150
Credit Hours: 2

(SSTX288/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/30/21)

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

(SSTX376/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/10/25)

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

(SSTX222/27) Surgent’s Purchase and Sale of a Residence: Critical Tax Issues

Many clients end up selling one or more residences during their lifetimes. Tax practitioners must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides general tax practitioners with the tax rules they need to know to help their clients when they...

Non Member: $95
Credit Hours: 2

(SSOT143/27) Surgent’s Raising Financially Capable Children

This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients' first contact is with their accounting...

Non Member: $95
Credit Hours: 2

(SSAA182/27) 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

(SSAA201/27) Surgent’s Fraud 101: Understanding Basic Fraud Schemes

This course will discuss common fraud schemes found in business transactions. The course also includes a conversation with Nathan Mueller, a reformed white-collar offender who committed financial statement fraud from a large financial institution.This is the first of five 2-hour courses in Surgent's Fraud Certificate Program. This program includes a combination of lectures, animated videos,...

Non Member: $95
Credit Hours: 2