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(SSET132/27) Surgent’s Power Query Series: Adding Columns for Data Enrichment

Using a variety of hands-on exercises, this course enables users to learn how to add columns using Power Query (Excel version). 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...

Non Member: $70
Credit Hours: 1

(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

(SSTX156/27) Surgent’s Fundamentals of Public Charity Taxation and Form 990

If you work for or with not-for-profit entities and have questions about the IRS Form 990, Return of Organization Exempt From Income Tax, and the related schedules, this is the course for you! The program focuses on common issues that professionals will likely encounter when they prepare the Form 990 and additional tax rules applicable...

Non Member: $180
Credit Hours: 4

(SSTX223/27) Surgent’s Understanding Partnership Taxation: Debt Allocations

How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners, and the gain or loss on the sale of a partnership interest. However, the allocation of debt can differ depending on the type...

Non Member: $95
Credit Hours: 2

(SSTX363/27) Surgent’s Weekly Expert Hour (Original Air Date: 12/5/24)

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

(SSTX386/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/18/25)

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

(SSAA251/27) Surgent’s Performing a Preparation Engagement Under AR-C Section 70

Be the go-to person for financial statement preparation engagements. Specifically designed for preparation practitioners and their staff, this course will provide you with a hands-on application for performing preparation engagements under AR-C Section 70. You will learn the ins and outs of relevant sections of SSARS No. 21, Clarification and Recodification, the most significant change...

Non Member: $55
Credit Hours: 1

(SSTE119/27) Surgent’s Generative AI in Accounting and Prompt Engineering

This course explores generative AI (genAI) and prompt engineering and the relevance of these tools to accounting. The course will explain how generative AI differs from non-generative AI and help participants to understand current use, limitations, and risks associated with genAI integration in audits and financial reporting. The course will also explore best practices for...

Non Member: $95
Credit Hours: 2

(SSTX342/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/27/24)

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

(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

(SSTX272/27) Surgent’s Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations

The course provides a comprehensive, hands-on, pencil-pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns, 1120-S and 1065, as building blocks for more complex concepts tax preparers should be aware...

Non Member: $360
Credit Hours: 8