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(SSTX233/27) Surgent’s Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes

Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand what kinds of income constitute self-employment income and earned income. It covers strategies that can be used to reduce clients' exposure to the self-employment tax and Social Security tax.

Non Member: $95
Credit Hours: 2

(SSAA198/27) Surgent’s Update on the AICPA’s Enhancing Audit Quality Initiative

Quality should be the primary focus of all engagements. Since initiating its Enhancing Engagement Quality initiative in 2014, the AICPA has been using its peer review program as a way to assess the improvement in engagement quality.In this course, we'll review the latest results from the peer review program and identify common findings in recent...

Non Member: $55
Credit Hours: 1

(SSTE102/27) Surgent’s Introduction to AI in Accounting

This course introduces the foundational concepts of artificial intelligence (AI) and AI's relevance to accounting. Participants will explore various AI applications and understand the benefits, challenges, and future trends associated with AI integration in accounting. Case studies of successful AI implementation in accounting firms are included to enhance learning.

Non Member: $115
Credit Hours: 2

(SSOT132/27) Surgent’s HIPAA: What Accountants and Other Practitioners Need to Know

In 1996, Congress passed the Health Insurance Portability and Accountability Act, commonly referred to as HIPAA. HIPAA's stated purpose was to provide Americans with privacy measures designed to protect personal healthcare-related information. Yet soon after it became law, critics argued that HIPAA "lacked teeth", noting that the only remedy for violations of the law was...

Non Member: $55
Credit Hours: 1

(SSTX352/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/12/24)

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

(SSAA228/27) Surgent’s Understanding the High-Stakes Mega Issues in A&A Today

With so much of significance going on currently in the world of A&A today, you need to be able to make sense of the key drivers of our profession. In this course, we will review the key aspects of the events that are impacting practitioners and financial statement preparers alike.Specifically, because technology is rapidly transforming...

Non Member: $180
Credit Hours: 4

(SSAA273/27) Surgent’s The Accountant as the Expert Witness

As litigation becomes more complex, attorneys are relying more on accountants to serve as consulting experts or expert witnesses at trial. Serving as an expert witness is not as difficult as you might expect. Accounting experts educate lawyers and jurors on issues such as valuation, tax liability, and forensics. Learn how accountants become expert witnesses,...

Non Member: $95
Credit Hours: 2

(SSTX254/27) Surgent’s Social Security: Dispelling Common Myths with Essential Truths

For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these...

Non Member: $115
Credit Hours: 2

(SSTX281/27) Surgent’s Tax Update for Client Advisory Services

Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with - information reporting, payroll tax issues, and tax credit and deduction...

Non Member: $180
Credit Hours: 4

(SSTX225/27) Surgent’s Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest

Partnership tax law is always difficult. However, when certain transactions come up, not knowing how to handle them can be costly to clients and practitioners. In this course, we discuss several of these types of situations. We will explore the tax impacts of a PTE election and how a 754 election affects the inside basis...

Non Member: $95
Credit Hours: 2

(SSTX311/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/17/21)

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

(SSAA230/27) Surgent’s Internal Controls, COSO, and COVID-19

Companies that fall victim to fraud schemes need to reassess internal controls in order to prevent future fraudulent activity. In this course, we will review the 18 most prevalent internal controls that should be present (as well as designed and operating effectively) in order to prevent future frauds. These controls are taken from Association of...

Non Member: $180
Credit Hours: 4