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(SSAA277/27) Surgent’s Annual Update for Defined Contribution Plans

This course will provide a general understanding of the new reporting and disclosure requirements for employee benefit plans under the now effective SAS 136, the AICPA's new employee benefit plan auditing standard. Participants will be provided with an insight into the common errors and mistakes made by auditors and plan administrators, as well as the...

Non Member: $95
Credit Hours: 2

(SSTX235/27) Surgent’s Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the NEW Proposed RMD Regulations

Required minimum distributions (RMD) must begin for the year in which the account owner reaches age 72 unless an exception applies. RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts is more complex than those that apply to RMDs for non-inherited accounts. Failure to comply with the...

Non Member: $95
Credit Hours: 2

(SSAA185/27) Surgent’s Guide and Update to Compilations, Reviews, and Preparations

Specifically designed for preparation, compilation, and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements through the issuance of SSARS...

Non Member: $180
Credit Hours: 4

(SSAA198/27) Surgent’s Update on the AICPA’s Enhancing Audit Quality Initiative

Quality should be the primary focus of all engagements. Since initiating its Enhancing Engagement Quality initiative in 2014, the AICPA has been using its peer review program as a way to assess the improvement in engagement quality.In this course, we'll review the latest results from the peer review program and identify common findings in recent...

Non Member: $55
Credit Hours: 1

(SSTE117/27) Surgent’s Privacy and Security Training: Obligations of Confidentiality and Safekeeping

Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for implementing security policies. It is...

Non Member: $95
Credit Hours: 2

(SSTX261/27) Surgent’s Form 1120-S Boot Camp: Step-by-Step Preparation With Completed Forms

The objective of this course is to train new, rusty, or returning-to-practice staff to prepare complicated federal subchapter S corporation tax returns. The course utilizes a chapter-by-chapter, hands-on approach. As more details are discussed in each chapter, participants are provided with the information needed to prepare an intricate Form 1120-S. The course and instruction delivery...

Non Member: $360
Credit Hours: 8

(SSTX330/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/30/22)

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

(SSAA121/27) Surgent’s Accounting for and Auditing Complex Investments

As companies look for greater investment returns in the current low interest rate environment, they are often investing in more risky types of investments, such as cryptocurrency. Further, as they look to hedge business risks, companies are frequently entering into derivative transactions, which both can contain unexpected risk and accounting complexity.As you advance in your...

Non Member: $95
Credit Hours: 2

(SSTX385/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/11/25)

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

(SSTX180/27) 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

(SSTX242/27) Surgent’s Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares

S corporation taxation has a lot of pieces. There are helpful elections you can make that can potentially save your client money, but there are also rigid rules to adhere to. For example, if there is more than one class of stock, it can terminate the S corporation election. Learning how to successfully navigate these...

Non Member: $95
Credit Hours: 2

(SSTX365/27) Surgent’s Weekly Expert Hour (Original Air Date: 1/2/25)

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