Self-Study Video

  1. Events
  2. Self-Study Video

Events Search and Views Navigation

Event Views Navigation

Today

Filters

Changing any of the form inputs will cause the list of events to refresh with the filtered results.

(SSTE138/27) Surgent’s Power Query Series: More Transformations and Load Options

Power Query (Excel version) offers a wide range of transformation options. This course uses hands-on exercises to explore the data transformation process, focusing on data cleaning and data enrichment. In addition, this course explains query loading options and processes. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a...

Non Member: $70
Credit Hours: 1

(SSTX110/27) Surgent’s Adapting to OBBBA Changes: A Strategic Review

Accounting and finance practitioners are continually asked for strategic planning advice. In this course, we will cover topics that will make clients, and their advisors, tax smart and tax prepared for the coming year and beyond.This program is a two-hour review and analysis of what we consider some of the most important changes from the...

Non Member: $115
Credit Hours: 2

(SSTX118/27) Surgent’s Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings

Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly, and that movement of retirement assets, including between IRAs and...

Non Member: $95
Credit Hours: 2

(SSTX291/27) Surgent’s Weekly Expert Hour (Original Air Date: 10/21/21)

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