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(SSAA173/27) Surgent’s Controllership Skills Update – Budgeting, Forecasting, and Big Data

Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer term, demonstrating the lack of...

Non Member: $95
Credit Hours: 2

(SSTE142/27) Surgent’s System and Organization Controls (SOC) Engagements

In today's interconnected world, safeguarding information systems is crucial. This course will provide a comprehensive understanding of SOC engagements, exploring the types of reports (SOC 1, SOC 2, and SOC 3) and the related management assertions. The use of the reports for internal controls over financial reporting (ICFR) and operations and compliance will be analyzed....

Non Member: $95
Credit Hours: 2

(SSTX125/27) 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: $360
Credit Hours: 8

(SSET104/27) Surgent’s Ethical Considerations for CPAs

CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course provides a framework within which to consider the ethical challenges facing CPAs and focuses on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential ethical dilemmas that practitioners may encounter....

Non Member: $300
Credit Hours: 4

(SSTX317/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/06/21)

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

(SSTX173/27) Surgent’s Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer

This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Continuously updated for the latest legislation, including the SECURE Act 2.0, the Inflation Reduction Act, American Rescue Plan Act, the Consolidated Appropriations Act of 2021, the CARES Act, the SECURE Act, the Tax Cuts...

Non Member: $450
Credit Hours: 10

(SSTX295/27) Surgent’s Weekly Expert Hour (Original Air Date: 11/18/21)

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

(SSAA218/27) Surgent’s A Discussion: The Threat and Opportunity to Accounting Posed by Generative AI and Other Emerging Technologies

Technological disruptions are no longer limited to Silicon Valley. This discussion, featuring Lehman College Associate Professor, Dr. Sean Stein Smith; Surgent's VP of L&D, Jack Castonguay; and James Madison University Associate Professor, Dr. Nicole Wright, explores the evolving landscape of accounting following the advancement of generative AI (i.e., ChatGPT) and other emerging technologies. CPAs in...

Non Member: $80
Credit Hours: 1

(SSTX229/27) Surgent’s How to Effectively Represent Clients Under IRS Audit

Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several years as the IRS employs artificial intelligence in more of its audits. This program discusses how and when the...

Non Member: $95
Credit Hours: 2

(SSBM126/27) Surgent’s Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know

Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large amount of preparation in order to successfully launch and grow. Starting a business requires the owners and...

Non Member: $95
Credit Hours: 2