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(SSTX483/26) Surgent’s International Tax Challenges and Opportunities for U.S. Filers

Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented to U.S. expats or investors...

Non Member: $135
Credit Hours: 3

(SSTX636/26) 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

(SSTX460/26) Surgent’s A Guide to Gig Economy Tax Issues

The IRS defines the "gig economy" as people earning income providing on-demand work, services, or goods on either a part-time or full-time basis. The economic times we live in are changing and tax practitioners must learn how the rules apply in this new gig economy. The tax rules that apply to gig workers challenge traditional...

Non Member: $95
Credit Hours: 2

(SSAA474/26) 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

(SSTX537/26) 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

(SSTX672/26) Surgent’s Weekly Expert Hour (Original Air Date: 10/31/24)

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

(SSTE421/26) Surgent’s Data Security: Best Practices to Protect Your Business and Yourself

Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to...

Non Member: $55
Credit Hours: 1

(SSTE449/26) Surgent’s Power Query Series: Useful Transformations

This course covers a number of useful transformations using Power Query (Excel version) to clean, enrich, and shape data. Coverage includes pivoting and unpivoting, filtering and grouping, fuzzy matching, and more, with hands-on exercises for users to practice these skills.Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a...

Non Member: $65
Credit Hours: 1

(SSTX668/26) Surgent’s Weekly Expert Hour (Original Air Date: 10/03/24)

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

(SSTX674/26) Surgent’s Weekly Expert Hour (Original Air Date: 11/14/24)

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