Events Search and Views Navigation

Event Views Navigation

Today

Filters

After choosing filters, select Apply to update the list of events.

(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

(SSTX357/27) Surgent’s Weekly Expert Hour (Original Air Date: 10/17/24)

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

(SSAA263/27) Surgent’s Simply Auditing Not-for-Profits Efficiently

It's crazy to try to audit not-for-profits in the same manner that you do for-profits! The sane approach to auditing not-for-profits is to incorporate what makes them unique into the planning and performance of the audit. This course is designed to help you do just that! Obtain a superior working knowledge of auditing not-for-profit entities...

Non Member: $180
Credit Hours: 4

(SSOT106/27) Surgent’s Lessons Learned From Recent Accounting Malpractice Actions

Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting malpractice claims. Understanding the most common types of accounting malpractice claims provides a roadmap of what not to do. This...

Non Member: $150
Credit Hours: 2

(SSTX327/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/09/22)

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

(SSOT161/27) Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients

Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who...

Non Member: $95
Credit Hours: 2

(SSTX279/27) Surgent’s Taxation of Tips and Overtime Under OBBBA

Arguably the most discussed topics to come out of the One Big Beautiful Bill Act (OBBBA) are the taxation of tips and overtime. Practitioners need to understand these provisions now, as they are effective for 2025 tax returns. This program provides practitioners with the background currently available to advise clients regarding these two important tax...

Non Member: $115
Credit Hours: 2

(SSTX350/27) Surgent’s Weekly Expert Hour (Original Air Date: 8/29/24)

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

(SSET105/27) Surgent’s Ethical Considerations for the CPA

CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a history of the CPA profession...

Non Member: $300
Credit Hours: 4

(SSAA236/27) Surgent’s Accounting for Software – Internal Use and External Sales

This course provides an overview of the accounting for software, including both internal-use software as well as software that will be sold to third parties. The accounting, reporting, and disclosure requirements related to software depends on the nature of the software, and whether it will be used internally by an entity or will be marketed...

Non Member: $95
Credit Hours: 2

(SSTX157/27) Surgent’s Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities

Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.

Non Member: $180
Credit Hours: 4

(SSOT154/27) Surgent’s Understanding Non-Compete Agreements

The enforceability of non-compete agreements in the U.S. is in flux. While the FTC's proposed ban is on hold pending legal proceedings, existing state laws continue to govern the validity of non-compete clauses. Some states, like California, Oklahoma, and North Dakota, prohibit non-compete agreements, while others enforce them under certain conditions.Although state laws vary, non-competes...

Non Member: $95
Credit Hours: 2

(SSOT138/27) Surgent’s Skills to Enhance Personal and Professional Networks

Managing a strong network is one of the most important things you can do to grow professionally. Yet despite its importance, maintaining an effective network is often not taught in undergraduate and graduate schools. The good news is that managing and growing a network is easier than it sounds. In fact, most professionals have some...

Non Member: $95
Credit Hours: 2

(SSAA211/27) Surgent’s Fraud Case Studies: Schemes and Controls

Fraud is prevalent - especially since COVID-19 relief packages passed by legislatures around the world opened the till. The overwhelming majority of fraud cases are never publicized. In this course we will build on our knowledge of why people commit fraud to dissect the schemes and discuss transactional controls to help stop fraud faster.

Non Member: $180
Credit Hours: 4

(SSTE116/27) Surgent’s Data Security: Best Practices to Protect Your Business and Yourself

Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to...

Non Member: $55
Credit Hours: 1

(SSTX139/27) Surgent’s Review and Analysis of Crucial OBBBA Changes

Accounting and finance practitioners are still grappling with the many changes OBBBA has made to the tax laws, many of which will impact tax filings. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. Accounting and finance practitioners will gain a better understanding of this...

Non Member: $115
Credit Hours: 2

(SSET141/27) Surgent’s Create Paginated Reports with Power BI Report Builder

Elevate your data reporting skills to new heights with this cutting-edge course. This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a...

Non Member: $95
Credit Hours: 2

(SSAA250/27) Surgent’s Principles of Financial Statement Presentation

This course provides an overview of the key presentation requirements with respect to an entity's financial statements. This includes a discussion of key principles related to an entity's overall presentation as well as specific topics with respect to its balance sheet, income statement, comprehensive income, statement of cash flows, as well as notes to the...

Non Member: $135
Credit Hours: 3

(SSAA192/27) Surgent’s Disclosures of Risks and Uncertainties

This course provides an overview of the disclosure requirements regarding risks and uncertainties. The disclosure requirements related to risks and uncertainties are prescribed by the Financial Accounting Standards Board (FASB) in ASC Topic 275. For public business entities that file their annual and interim reports with the U.S. Securities & Exchange Commission (SEC), there are...

Non Member: $45
Credit Hours: 1

(SSTX396/27) Surgent’s Weekly Expert Hour (Original Air Date: 1/22/26)

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

(SSAA191/27) Surgent’s Disclosure Requirements for SEC Form 8-K

This course provides an overview of the disclosure requirements for SEC Form 8-K, the broad form used to notify investors in U.S. publicly traded companies of certain events that may be important . This course provides an overview of the key disclosure requirements for several of the triggering events requiring the filing of a Form...

Non Member: $95
Credit Hours: 2

(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

(SSTX307/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/15/21)

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

(SSAA246/27) Surgent’s Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis

While the effective date of Topic 606 has passed for most entities, there will always be a need for a comprehensive review of the accounting related to revenue recognition. Also, if you are taking advantage of the FASB deferral of Topic 606's effective date, you are still completing your implementation plan. Whether you are looking...

Non Member: $360
Credit Hours: 8

(SSTX193/27) Surgent’s The Essential Multistate Tax Update

With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional...

Non Member: $180
Credit Hours: 4

(SSTX230/27) Surgent’s Real Estate Taxation: Critical Considerations

This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the course able to navigate critical...

Non Member: $180
Credit Hours: 4

(SSOT105/27) Surgent’s Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders

This course provides U.S.-based accounting and finance professionals with an in-depth understanding of the EU Artificial Intelligence (AI) Act, the first comprehensive AI regulation in the world. It explores the Act's key provisions, including its risk classification framework, compliance requirements for high-risk systems, and transparency obligations. Participants will gain insight into how the Act affects...

Non Member: $115
Credit Hours: 2

(SSBM115/27) Surgent’s Improving Your Profits: Identifying Cost Cutting Opportunities

Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company's competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors...

Non Member: $95
Credit Hours: 2

(SSTX284/27) Surgent’s Virtual Currency: Keeping Up with the Tax Code

Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, we will explore the nuances...

Non Member: $115
Credit Hours: 2

(SSTX220/27) Surgent’s Select Estate and Life Planning Issues for the Middle-Income Client

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated...

Non Member: $180
Credit Hours: 4

(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

(SSTX249/27) Surgent’s Buying and Selling a Business: Critical Tax and Structuring Issues

One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand...

Non Member: $360
Credit Hours: 8

(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

(SSTX132/27) Surgent’s Key Partnership and S Corporation Tax Planning Strategies

Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.

Non Member: $180
Credit Hours: 4

(SSBM113/27) Surgent’s Increase the Efficiency of Your Organization

There are only two things that any organization needs to accomplish for success: serve the customer well and do it efficiently. This short program will concentrate on the efficiency side, which is always near and dear to the heart of the financial professional. We will develop a well-proven program to increase efficiency in a way...

Non Member: $55
Credit Hours: 1

(SSTX219/27) Surgent’s Select Estate and Life Planning Issues for the Middle-Income Client

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated...

Non Member: $180
Credit Hours: 4

(SSTX174/27) Surgent’s Taking Advantage of Installment Sales

When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of...

Non Member: $95
Credit Hours: 2

(SSTX268/27) Surgent’s The Complete Trust Workshop

The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts...

Non Member: $720
Credit Hours: 16

(SSTE149/27) Surgent’s Improve Design and Productivity with Excel Tables

Excel tables are a fundamental feature that streamlines data organization, analysis, and visualization in Excel. Throughout this course, you will discover how to transform raw data into elegant, efficient, and visually appealing tables. By harnessing the full potential of Excel tables, you will be able to make better data-driven decisions and collaborate more effectively in...

Non Member: $95
Credit Hours: 2

(SSTX271/27) 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

(SSTX172/27) Surgent’s Individual Income Tax Fundamentals

This course will take new and administrative staff from the most basic concepts to a full understanding of individual tax return preparation -- just in time for the crunch of busy season! Updated for impacts of recent legislation. The course builds from a strong technical foundation, to prepare simple, to moderate, to complicated individual tax...

Non Member: $900
Credit Hours: 20

(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

(SSTX124/27) The Best Federal Tax Update Course by Surgent

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry,...

Non Member: $720
Credit Hours: 16

(SSAA177/27) Surgent’s Service Organization Control Reports – A User Auditor View

As entities continue to oursource financially significant processes, auditors will need to rely on third party assessments of the effectiveness of the controls over these processes. These assessments are called SOC1 reports. Understanding the scope, level of testing and results of such reports is critical to the successful completion of any financial statement audit.In this...

Non Member: $95
Credit Hours: 2

(SSTX141/27) Surgent’s Guide to Calculating S Corporation Shareholder Stock and Loan Basis

This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the...

Non Member: $95
Credit Hours: 2

(SSAA204/27) Surgent’s Lessons Learned: What a $53 Million Fraud Can Teach Us

This course will take an in-depth look at the largest municipal fraud in U.S. history. What red flags did the auditors miss? What red flags did the bank miss? This course includes a conversation with former U.S. Marshal Jason Wojdylo, who was an integral part of this case.This is the fourth of five 2-hour courses...

Non Member: $95
Credit Hours: 2

(SSTX207/27) Surgent’s Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know

Getting ready for busy season involves not only knowing what's new for the current year but also understanding how the changing limits, phaseouts, and other rules apply to current-year returns. With OBBBA enactment over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In...

Non Member: $180
Credit Hours: 4

(SSBM123/27) Surgent’s Project Management: Tips, Tricks, and Traps

Recent economic, societal, and political changes have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of...

Non Member: $180
Credit Hours: 4

(SSTE114/27) Surgent’s Power BI Desktop: DAX Formulas, Reporting, and Visualizations

Power BI Desktop is the authoring tool for the Power BI Ecosystem and is an essential component of the Power BI ecosystem. Power BI Desktop is a free application that is available for download.This one-hour course will demonstrate the capabilities of Power BI Desktop as your company continues its journey to increasing its data skills...

Non Member: $70
Credit Hours: 1