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(SSTX333/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/21/22)

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

(SSTX260/27) Surgent’s Advanced Individual Income Tax Return Issues

Most accounting and financial professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for...

Non Member: $360
Credit Hours: 8

(SSTX160/27) Surgent’s 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. As a result, they have also been subject to employer incentives. The Service has announced that uncovering noncompliance by...

Non Member: $180
Credit Hours: 4

(SSTX367/27) Surgent’s Weekly Expert Hour (Original Air Date: 1/23/25)

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

(SSAA131/27) Surgent’s Using the Work of a Specialist and Internal Audit

During the audit of the financial statements, an auditor will obtain evidence from many sources to support the account balances, transactions, and events that occurred during the period, as well as the financial statement disclosures. This course discusses the use of management's specialists, the auditor's specialists, inventory counting services, pricing services and internal audit. (Please...

Non Member: $95
Credit Hours: 2

(SSAA139/27) Surgent’s Financial Reporting Update for Tax Practitioners

Tax advisors will be updated on the most recently enacted legislation and IRS guidance as well as updates of recent standard-setting activities at the FASB and AICPA. To start, the course will review the significant tax, financial accounting, auditing, accounting services, and ethics guidance issued by standard setters over the past few years. The course...

Non Member: $360
Credit Hours: 8

(SSTX384/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/4/25)

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

(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