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(SSAA221/27) Surgent’s GAAP Hot Topics – What You Need to Know

This course provides an overview of several of the key accounting and reporting topics within U.S. GAAP. This includes a discussion of accounting for business combinations, revenue recognition principles, and leasing transactions. This course also addresses topics such as goodwill impairment, segment reporting, how to account for software (both internal-use and for resale) as well...

Non Member: $720
Credit Hours: 16

(SSTX158/27) 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

(SSTX184/27) Surgent’s Schedules K-2 and K-3: Preparation of Forms

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 tackle the preparation of these forms. Understanding and preparing these forms requires a basic knowledge of...

Non Member: $95
Credit Hours: 2

(SSBM104/27) Surgent’s CFOs as Leaders of Organizational Change: Driving Innovation and Navigating Economic Uncertainties – Panel Discussion

This engaging panel discussion will explore the evolving role of CFOs as strategic leaders of organizational change. As companies face unprecedented challenges - economic shifts, technological advancements, and the increasing need for innovation - CFOs are stepping beyond traditional financial stewardship to become catalysts for transformation. The panel will be facilitated by Surgent's Accounting and...

Non Member: $70
Credit Hours: 1

(SSTX303/27) Surgent’s Weekly Expert Hour (Original Air Date: 8/12/21)

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

(SSTX353/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/19/24)

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

(SSTE113/27) Surgent’s Excel: The Data Tools for Analysis – Power Query and Power Pivot

With the Power BI ecosystem, a complete business intelligence solution, your company can begin the data analytics journey with Excel. Excel contains two data tools of the Power BI ecosystem to begin developing data skills: Power Query and Power Pivot. Beginning your data journey with an application your business users are already familiar with will...

Non Member: $70
Credit Hours: 1

(SSTX115/27) Surgent’s Technical Business Practice Issues and Tax Forms for Experienced Practitioners

Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff focus on the essential amidst the cacophony of IRS and legislative changes and avoid costly mistakes.This course brings to the forefront advanced preparation issues,...

Non Member: $360
Credit Hours: 8

(SSBM105/27) Surgent’s Mastering Client Management for Accounting and Finance Professionals

Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape.Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges...

Non Member: $95
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