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(SSTE120/27) Surgent’s IT Governance and Risk Management

This course covers the key components of IT governance and risk management through interactive discussions and hands-on activities. By the end of the course, participants will have a thorough understanding of the function of IT governance within an organization, including roles and responsibilities and key frameworks. In addition, participants will learn about IT risk identification...

Non Member: $95
Credit Hours: 2

(SSAA203/27) Surgent’s Why Do They Do It? The Psychology of Fraud

This course will discuss the psychology behind white-collar crime. It will conclude with a conversation with Abby Ellin, author of Duped. This is the third of five 2-hour courses in Surgent's Fraud Certificate Program. This program includes a combination of lectures, animated videos, and live interviews with white-collar offenders and whistle-blowers. Each course is designed...

Non Member: $95
Credit Hours: 2

(SSAA239/27) Surgent’s Management’s Discussion and Analysis – What You Need to Know

This course provides an overview of the rules and regulations with respect to the management's discussion and analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC). MD&A has been, and continues to be, a primary focus area of the SEC when reviewing public company filings. In...

Non Member: $95
Credit Hours: 2

(SSTX181/27) Surgent’s Top Individual Tax Planning Strategies

Individual tax planning strategies for 2025 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers. Taxpayers and their clients now have the opportunity to utilize these new planning strategies. Tax...

Non Member: $95
Credit Hours: 2

(SSTX137/27) Surgent’s The Complete Guide to Payroll Taxes and 1099 Issues

Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a...

Non Member: $720
Credit Hours: 16

(SSAA223/27) Surgent’s Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses

A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to both prepare and understand, especially for small and medium-sized businesses. Oftentimes financial statement users will first...

Non Member: $180
Credit Hours: 4

(SSAA268/27) Surgent’s Surging Auditors: Searching for Unrecorded Liabilities

The manager for Home D?cor and More (HDM) requests that participants conduct a search for unrecorded liabilities. The company experienced recent turnover in the accounts payable department so there is extra concern that all liabilities have been captured as of year-end. Participants will use their expertise to make resource requests from the HDM accounting team....

Non Member: $55
Credit Hours: 1

(SSTE153/27) Surgent’s The Latest and Greatest Excel Features

In the ever-evolving world of data analysis and office productivity, Microsoft Excel remains at the forefront, continuously introducing new and powerful features. This comprehensive course is designed to familiarize participants with the most recent and significant updates in Excel as well as some old favorites. This course offers an in-depth exploration of these features, ensuring...

Non Member: $115
Credit Hours: 2

(SSTE100/27) Surgent’s Autonomous Agents in Audit and Assurance

This course explores how autonomous agents are transforming internal and external audit functions. Agentic AI is redefining how auditors perform risk assessments, gather evidence, test controls, and issue reports. Participants will examine real-world examples, including audit bots from Big Four firms, and consider the impact on assurance quality, auditor judgment, and documentation standards. Key frameworks...

Non Member: $115
Credit Hours: 2

(SSTX374/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/26/25)

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