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(SSOT453/26) Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients

Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who...

Non Member: $95
Credit Hours: 2

(SSAA600/26) Surgent’s Understanding Derivatives and Hedge Accounting: A Simplified Guide for CPAs

This course provides CPAs with a comprehensive understanding of derivatives and hedging in financial management. Participants will explore the fundamentals of derivatives, their strategic role in risk management, and the differences between hedge accounting and traditional accounting methods. The course specifically covers fair value, cash flow, and net investment hedges, and discusses their practical applications....

Non Member: $90
Credit Hours: 2

(SSMG418/26) Surgent’s Max the Tax: Client Retention

This course is designed to equip practitioners with the essential strategies and tools needed to build and maintain long-term client relationships. Participants will learn about effective client retention plans and enhancing client satisfaction through personalized service. This engaging course will teach the importance of fostering client loyalty, reducing churn, and driving sustainable business growth.

Non Member: $55
Credit Hours: 1

(SSAA542/26) Surgent’s Introduction to Forensic Accounting

Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant...

Non Member: $180
Credit Hours: 4

(SSTX591/26) Surgent’s Weekly Expert Hour (Original Air Date: 8/19/21)

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

(SSTX4014/26) Surgent’s Review of Form 709 – Gift Tax Return

This course will enable practitioners to understand the basic practical issues of preparing the gift tax Form 709. This course covers the disclosure requirements and the information necessary to properly prepare the form.

Non Member: $90
Credit Hours: 2

(SSTX635/26) Surgent’s Weekly Expert Hour (Original Air Date: 5/5/22)

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

(SSTX447/26) Surgent’s Form 1040 Return Review Boot Camp for New and Experienced Reviewers

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop...

Non Member: $360
Credit Hours: 8

(SSTE442/26) Surgent’s Power Query Series: Making a Connection

This course explores the workflow of making connections to various data sources using the Excel version of Power Query. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the Excel user to connect to data sets they previously did not have access to. It...

Non Member: $65
Credit Hours: 1

(SSTE424/26) Surgent’s Microsoftr Excelr 365 and Excelr 2019: Getting Started with Excel

Microsoftr Excelr 365 and Excelr 2019: Getting Started with Excel is a three-lesson basic level course that introduces you to the Excel software and then guides you through basic Excel features using step-by-step hands-on activities.Although this is a basic level course, experienced Excel users switching from earlier versions of Excel can benefit from this course's...

Non Member: $180
Credit Hours: 4

(SSTX579/26) Surgent’s Weekly Expert Hour (Original Air Date: 10/14/21)

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

(SSTX633/26) Surgent’s Weekly Expert Hour (Original Air Date: 1/20/22)

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

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