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(SSTX270/27) Surgent’s Essential Depreciation and Expensing Update

This course offers a comprehensive analysis of the evolving rules surrounding depreciation, amortization, and property transactions, incorporating the latest inflation adjustments and technical corrections. It offers practical guidance through real-world examples and case studies to clarify complex rules and help professionals stay compliant and informed amid ongoing change.

Non Member: $180
Credit Hours: 4

(SSTX269/27) Surgent’s Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions

With a greater-than-ever S179 deduction boosted by additional first-year depreciation and pandemic-related business-friendly provisions, these are unprecedented times for businesses to make major asset investments.From the most-up-to-date depreciation regulations to inflation adjustments and technical corrections, this course will help you navigate the complex maze of rules dealing with depreciation, amortization, and sales of property. This...

Non Member: $360
Credit Hours: 8

(SSTX304/27) Surgent’s Weekly Expert Hour (Original Air Date: 8/05/21)

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

(SSTX153/27) Surgent’s Hot IRS Tax Examination Issues for Individuals and Businesses

The IRS began replenishing its workforce with the additional funding from the Inflation Reduction Act only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns,...

Non Member: $360
Credit Hours: 8

(SSTX276/27) Surgent’s Taxation of the Mobile Workforce

Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area and examine statutes that are still developing. Using real-life examples and...

Non Member: $95
Credit Hours: 2

(SSOT119/27) Surgent’s Business Writing: Professional & Effective Emails

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness...

Non Member: $95
Credit Hours: 2

(SSAA216/27) Surgent’s Annual FASB Update and Review

This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners. Specifically, the course will review recently issued FASB standards on leases and provide...

Non Member: $180
Credit Hours: 4

(SSAA122/27) Surgent’s Performing Effective Accounting Research

Financial accounting can be complex. An integral part of a senior associate's job responsibilities is to perform effective and efficient research using the FASB's Accounting Standards Codification (ASC). In this session, participants will be introduced to the ASC, including how it is structured, organized, and updated. They will also learn about other information that can...

Non Member: $95
Credit Hours: 2

(SSOT143/27) Surgent’s Raising Financially Capable Children

This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients' first contact is with their accounting...

Non Member: $95
Credit Hours: 2

(SSOT109/27) Surgent’s Business Development: Referral Rally

Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing networking groups to meet people that most closely align with the company's vision to choosing the right contacts that will best...

Non Member: $55
Credit Hours: 1

(SSAA133/27) Surgent’s Quality Management and Peer Review

Regulators, investors, other capital markets stakeholders and users of the financial statements need accurate and transparent financial information for decision making. One reason that why the capital markets are as efficient as they are today, is that users believe that they can trust audited financial statements, in part, due to the fact that they are...

Non Member: $95
Credit Hours: 2

(SSAA261/27) Surgent’s The Essential Guide to SEC Form 10-K: Compliance, Disclosures, and Best Practices

This course provides a deep dive into SEC Form 10-K. This course addresses the key requirements and regulatory aspects, including filing deadlines and their significance for investors. This course also addresses the financial statements section, covering the balance sheet, income statement, cash flow statement, and footnote disclosures, along with best practices for preparation. The course...

Non Member: $180
Credit Hours: 4

(SSTX356/27) Surgent’s Weekly Expert Hour (Original Air Date: 10/10/24)

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

(SSAA272/27) Surgent’s Small-Business Accounting, Audit, and Attest Update

Specifically tailored for practitioners who not only perform audits but also provide other attest and nonattest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, auditing, and SSARS standards, as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations...

Non Member: $180
Credit Hours: 4

(SSTX213/27) Surgent’s Preparing C Corporation Tax Returns for New Staff and Paraprofessionals

This course is a great foundation to introduce new preparers to tax rules related to business returns. The course covers tax areas affecting all business entities, providing a solid basis for staff to handle business entity returns. Such business tax topics include the sale of assets used in a trade or business (Form 4797), depreciation...

Non Member: $360
Credit Hours: 8

(SSTX277/27) Surgent’s Tax Research – Intermediate Concepts

Answering clients' tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources, and describing the steps in the tax...

Non Member: $115
Credit Hours: 2

(SSTX258/27) Surgent’s Social Security and Medicare: Planning for You and Your Clients

Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both...

Non Member: $360
Credit Hours: 8

(SSAA194/27) Surgent’s Preparing Not-for-Profit Financial Statements

Accurate and effective financial reporting is essential for every not-for-profit organization, and it requires a solid understanding of today's reporting requirements. This course equips professionals with the knowledge and tools to confidently navigate not-for-profit accounting standards. You'll learn how requirements are applied in financial statements, explore available reporting options, and gain clarity on key areas...

Non Member: $360
Credit Hours: 8

(SSTX288/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/30/21)

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

(SSAA113/27) Surgent’s Compilations, Review, And Attestation Engagements

Most CPA firms perform some level of compilation and review engagements. And some perform engagements under attestation standards. Building off what you learned in the training in Level 1, Module 4, this course offers builds provides a deeper dive into the most frequently missed issues in compilations and reviews engagements. We will also focus on...

Non Member: $95
Credit Hours: 2

(SSAA265/27) Surgent’s Surging Auditors: Professional Skeptic

Participants play the role of an auditor collecting information, making inquiries, and documenting findings around the audit of Home D?cor and More. They develop professional skepticism skills as they analyze data obtained from an interview with Courtney the Controller, comparing, confirming, and corroborating it against information provided by the CFO. Some things aren't matching up...

Non Member: $55
Credit Hours: 1