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(SSTE408/26) Surgent’s Data Analytics Readiness Series: Data Extraction and Data Sources

This one-hour course serves as the introductory module to data analytics. Users of the course will learn the basic terminology used in performing data analytic-based tasks or working with data analytics. An understanding of the sources of data and importance in combining multiples sources will be developed. Users will be introduced to and will practice...

Non Member: $65
Credit Hours: 1

(SSTX583/26) Surgent’s Weekly Expert Hour (Original Air Date: 11/11/21)

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

(SSOT415/26) Surgent’s Understanding and Managing Burnout Among Accounting and Finance Professionals

According to a recent study, over 70% of accounting professionals suffer from burnout, leading to feelings of exhaustion, inefficiency, and dissatisfaction with their careers. Recurring challenges for accounting and finance professionals include long hours, repetitive work, pressing client demands, and changing rules and regulations. Together, these conditions contribute to chronic workplace stress.Burnout is real, and...

Non Member: $115
Credit Hours: 2

(SSTE454/26) Surgent’s Microsoftr Excelr 365/Excelr 2019: Working with Data Ranges and Tables

Microsoftr Excelr 365/Excelr 2019: Working with Data Ranges and Tables is a two-lesson, intermediate level course that guides you through organizing, entering, and validating worksheet data and then effectively sorting, filtering, subtotaling, and outlining the data. You also learn how to define well-organized data as an Excel table; then use Table features to work with...

Non Member: $180
Credit Hours: 4

(SSMG411/26) Surgent’s Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case...

Non Member: $180
Credit Hours: 4

(SSAA589/26) Surgent’s Surging Auditors: Internal Out of Control

In this hands-on game, participants are helping to prepare an internal control testing plan for Home D‚cor & More (HDM). They must assess controls related to HDM's inventory cycle to determine which financial statement assertions each control satisfies, the quality of the control's design, and whether there is adequate segregation of duties. Then, they will...

Non Member: $55
Credit Hours: 1

(SSOT431/26) Surgent’s Marijuana: A Generalized Business Viewpoint

Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of cannabis brings with it a...

Non Member: $95
Credit Hours: 2

(SSTX514/26) Surgent’s Taxation of Partnership Distributions and Sales of Partnership Interests

This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests - topics that tax practitioners are often asked about by clients.Tax practitioners are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences of these transactions. Additionally, tax practitioners...

Non Member: $180
Credit Hours: 4

(SSAA523/26) 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

(SSTX626/26) Surgent’s Weekly Expert Hour (Original Air Date: 8/20/20)

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

(SSTX542/26) Surgent’s Buying and Selling a Business: Tax and Structuring Overview

One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand...

Non Member: $270
Credit Hours: 6