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(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

(SSTE137/27) Surgent’s Power Query Series: Data Transformations

This course teaches the user how to perform data transformations in Power Query, using a hands-on approach. 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 also enables...

Non Member: $70
Credit Hours: 1

(SSTX359/27) Surgent’s Weekly Expert Hour (Original Air Date: 10/31/24)

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

(SSAA129/27) Surgent’s Effective Communications with Management and Those Charged with Governance

As a byproduct of the audit, the auditor has a responsibility to communicate certain information to management and those charged with governance, primarily related to risk and internal control deficiencies. In some cases the auditor may be required to report outside the entity, for example, when fraud is identified. Some of these communications to management...

Non Member: $95
Credit Hours: 2

(SSTE105/27) Surgent’s Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals

This hands-on course introduces accountants, auditors, and finance professionals to agentic AI by simulating autonomous behavior using the basic version of ChatGPT. Participants will use role-play, prompt engineering, and guided interaction loops to create agents that simulate planning, decision-making, and communication workflows. No coding or advanced access is required. Participants will practice designing task-specific prompts,...

Non Member: $115
Credit Hours: 2

(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

(SSTX204/27) Surgent’s Navigating Your Client Through the IRS Appeals Process

Despite the fact that a client's tax matter may be taken directly to court, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating through the complex IRS Appeals.

Non Member: $180
Credit Hours: 4

(SSTX334/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/2/24)

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

(SSAA142/27) Surgent’s Annual Accounting and Auditing Update

Designed as an all-you-need-to-know update for accounting, auditing, and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board (PCAOB), and Securities and Exchange...

Non Member: $360
Credit Hours: 8

(SSAA204/27) Surgent’s Lessons Learned: What a $53 Million Fraud Can Teach Us

This course will take an in-depth look at the largest municipal fraud in U.S. history. What red flags did the auditors miss? What red flags did the bank miss? This course includes a conversation with former U.S. Marshal Jason Wojdylo, who was an integral part of this case.This is the fourth of five 2-hour courses...

Non Member: $95
Credit Hours: 2

(SSOT101/27) Surgent’s Successful Communication

All would agree that successful communications are key to any successful venture, including audits. However, given the tight deadlines, complex issue resolution and the often remote working environment of the audit teams and clients, there are many barriers to achieving effective communications on audit engagements.In this module, we'll review common barriers to effective communication, models...

Non Member: $95
Credit Hours: 2