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(SSAA224/27) Surgent’s The CMA’s Guide to Project Management

A significant number of projects fail to achieve their initial goals and/or are not completed within budget and their original timetable. As a team member, a CMA has a unique skill set and experiences to assist in project management. In addition to their analytical training and knowledge of budgets and controls, they typically have ongoing...

Non Member: $95
Credit Hours: 2

(SSTX349/27) Surgent’s Weekly Expert Hour (Original Air Date: 8/22/24)

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

(SSAA160/27) Surgent’s Best Practices in Not-for-Profit Accounting and Reporting

Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 20 focused...

Non Member: $180
Credit Hours: 4

(SSTX292/27) Surgent’s Weekly Expert Hour (Original Air Date: 10/28/21)

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

(SSTX381/27) Surgent’s Weekly Expert Hour (Original Air Date: 8/14/25)

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

(SSTX127/27) The Best Individual Income Tax Update Course by Surgent

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that...

Non Member: $540
Credit Hours: 12

(SSAA147/27) Surgent’s Auditing 401(k) Plans: Critical Issues and Annual Update

Due to increasing scrutiny in the employee benefit plan area, it is imperative for auditors of 401(k) plans to remain up to date on the rules and regulations that may impact the audit engagement.In this course, auditors will enhance their knowledge by understanding the changes affecting audit procedures and reporting in accordance with recently issued...

Non Member: $180
Credit Hours: 4

(SSTX275/27) Surgent’s Taxation of the Mobile Workforce

Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area and examine statutes that are still developing. Using real-life examples and...

Non Member: $95
Credit Hours: 2

(SSOT156/27) Surgent’s Working Remotely: Best Practices, Challenges, and Opportunities

Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency, and greater employee satisfaction. Without proper planning, professionals who...

Non Member: $95
Credit Hours: 2

(SSTE131/27) Surgent’s Power Query Series: Use Cases

This course presents five use cases for specific data issues a user may encounter in Power Query (Excel version). Through hands-on examples, users are guided through the process of overcoming each of these issues.Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the Excel...

Non Member: $70
Credit Hours: 1

(SSAA103/27) Surgent’s A Practical Guide to Auditing Cash and Cash Equivalents

Cash and cash equivalents tend to be one of the first areas assigned to new auditors since it tends to be straightforward with less complexity and risk as other areas. In addition, there is little subjectivity involved and persuasive audit evidence from a third-party is generally available. Interestingly enough, this is an area that can...

Non Member: $95
Credit Hours: 2