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(SSTX294/25) Surgent’s Weekly Expert Hour (Original Air Date: 9/24/20)

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

(SSTX200/25) Surgent’s Partnership and LLC Core Tax Issues From Formation Through Liquidation

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

Non Member: $360
Credit Hours: 8

(SSAA167/25) 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

(SSAA205/25) Surgent’s Proven Controls to Steer You Clear of Fraud

Every organization in the world will fall victim to fraud. This course will cover the means and methods available to reduce the prevalence of fraud. We will also discuss the controls that victim organizations employ in order to seek improvements for our own organizations.

Non Member: $180
Credit Hours: 4

(SSTX267/25) Surgent’s Weekly Expert Hour (Original Air Date: 7/22/21)

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

(SSMG130/25) Surgent’s Risk Management for the Small Business

In many smaller organizations the job of risk manager is housed with the CEO, and many of the staff who better understand the details of the various risks are not included in risk-management discussions. This program will take a hard look at risk management and show how to develop a program that is specifically designed...

Non Member: $55
Credit Hours: 1

(SSOT103/25) Surgent’s Critical Conversations: Having the “Hard to Have” Discussions

Silence isn't always golden. Problems don't solve themselves and as the engagement leader, it is your responsibility to proactively address and resolve issues, even if it means having challenging conversations.As uncomfortable as some of these conversations may be, keeping your silence won't resolve the issue and may in fact add to it. No matter which...

Non Member: $95
Credit Hours: 2

(SSTX308/25) Surgent’s Weekly Expert Hour (Original Air Date: 5/12/22)

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

(SSAA261/25) 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

(SSTX166/25) Surgent’s Individual Tax Planning Ideas

With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income...

Non Member: $180
Credit Hours: 4