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(SSTX163/27) Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships

The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.

Non Member: $360
Credit Hours: 8

(SSAA227/27) Surgent’s Goodwill Impairment – An Essential Guide

This course provides an overview of goodwill impairment testing. This course focuses on topics such as the initial recognition of goodwill and subsequent measurement requirements including the accounting alternative allowed for certain eligible entities. This course also addresses the disclosure requirements for goodwill.

Non Member: $95
Credit Hours: 2

(SSTX342/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/27/24)

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

(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

(SSAA275/27) Surgent’s Technology Trends and Hot Topics Impacting the Accounting Profession

The benefits and related risks of utilizing new technology have never been greater for those in the accounting profession. From Artificial Intelligence (AI), Robotic Process Automation (RPA), and Audit Data Analytics (ADA) to cloud-based software solutions and generative AI platforms like ChatGPT, the business technology landscape is evolving at an unprecedented pace. Accordingly, accounting professionals...

Non Member: $180
Credit Hours: 4

(SSTX183/27) Surgent’s Schedules K-2 and K-3: Filing Requirements

Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2025 tax year, this course is an essential guide for tax preparers on how to identify which entities need to complete these schedules and how to identify which parts are applicable...

Non Member: $95
Credit Hours: 2

(SSTX272/27) Surgent’s Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations

The course provides a comprehensive, hands-on, pencil-pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns, 1120-S and 1065, as building blocks for more complex concepts tax preparers should be aware...

Non Member: $360
Credit Hours: 8

(SSOT131/27) Surgent’s Hiring and Firing of Employees – What You Can and Cannot Do

There are numerous federal laws that restrict what businesses can do in terms of hiring and firing employees. Many of these laws impose significant penalties if employers violate them. Accordingly, it is crucial that all employers and their professional advisors understand these laws and apply them to their employment practices.

Non Member: $95
Credit Hours: 2

(SSTX395/27) Surgent’s Weekly Expert Hour (Original Air Date: 1/15/26)

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

(SSTX377/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/17/25)

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

(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