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(SSTE134/27) Surgent’s Power Query Series: Introduction and First Connection

This course is designed for the Excel user to begin their data analytics journey with an introduction to a product created for their skill set: Power Query, using the 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...

Non Member: $70
Credit Hours: 1

(SSTX368/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/1/25)

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

(SSAA206/27) Surgent’s Government and Nonprofit Frauds and Controls to Stop Them

George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn and profit from. In this course, we will look...

Non Member: $180
Credit Hours: 4

(SSAA143/27) Surgent’s Annual Accounting and Auditing Update

Designed as an all-you-need-to-know update for accounting, auditing, and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board (PCAOB), and Securities and Exchange...

Non Member: $360
Credit Hours: 8

(SSTX214/27) Surgent’s Taxation of Partnership Distributions and Sales of Partnership Interests

This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests - topics that tax practitioners are often asked about by clients.Tax practitioners are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences of these transactions. Additionally, tax practitioners...

Non Member: $180
Credit Hours: 4

(SSTX316/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/13/21)

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

(SSTX217/27) Surgent’s Partnership and LLC Core Tax Issues From Formation Through Liquidation

As staff members gain more experience, they are expected to take on more complex assignments with minimal supervision. This course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation. The material provides a deep life-cycle study into critical areas of formation, special allocations...

Non Member: $360
Credit Hours: 8

(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

(SSAA101/27) Surgent’s Fundamentals of Internal Controls

Obtaining an understanding of the entity and its environment is critical part of assessing the risk of material misstatement. The auditor obtains an understanding of internal controls by evaluating the design and implementation of key controls over relevant systems as well as entity level and financial reporting controls. This module will provide the participant with...

Non Member: $95
Credit Hours: 2

(SSAA271/27) Surgent’s Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients

Specifically tailored for practitioners who not only perform audits but also provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, auditing, and SSARS standards, including SAS 145 and the quality management standards, as well as other professional guidance impacting small and medium-sized business...

Non Member: $360
Credit Hours: 8

(SSET102/27) Surgent’s Ethics for Tax Professionals

The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues...

Non Member: $150
Credit Hours: 2