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(SSAA497/26) Surgent’s Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality

With the AICPA's heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor's overall responsibility to provide high quality services, the focus on compliance with professional standards has never been greater. Recent peer reviews have indicated that auditors are often failing to perform and/or document certain critical components of...

Non Member: $180
Credit Hours: 4

(SSTX496/26) Surgent’s Max the Tax: Tax Impacts on Exit Planning

This "jeopardy"-style, interactive game introduces tax advisors to the fundamentals of exit planning strategies. After exploring some essential concepts, key principles, and sophisticated techniques regarding the sale of a business, the "contestant" will put their skills to the test in navigating everyday questions that must be addressed by a tax advisor.

Non Member: $55
Credit Hours: 1

(SSTX588/26) Surgent’s Weekly Expert Hour (Original Air Date: 9/09/21)

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

(SSTX461/26) Surgent’s Guide to Payroll Taxes and 1099 Issues

Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, they have also been subject to employer incentives. The Service has announced that uncovering noncompliance by...

Non Member: $180
Credit Hours: 4

(SSMG405/26) Surgent’s Capital Planning in Light of COVID-19

Capital planning as a concept has undergone few changes; however, following the recent pandemic, we suddenly saw that our old system didn't work with the rapid change that was required. This program will take a look at capital planning in light of what we have learned from COVID-19, and specifically apply it to the small...

Non Member: $55
Credit Hours: 1

(SSAA403/26) 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

(SSTX441/26) Surgent’s Guide to Calculating S Corporation Shareholder Stock and Loan Basis

This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the...

Non Member: $95
Credit Hours: 2

(SSTX548/26) Surgent’s Social Security: Dispelling Common Myths with Essential Truths

For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these...

Non Member: $115
Credit Hours: 2

(SSTX559/26) Surgent’s Critical Issues Involving Taxation of Construction Contractors

Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts owed. In this course, we will highlight these areas and discuss potential opportunities for...

Non Member: $180
Credit Hours: 4

(SSTX586/26) Surgent’s Weekly Expert Hour (Original Air Date: 12/09/21)

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

(SSMG403/26) Surgent’s CFOs as Leaders of Organizational Change: Driving Innovation and Navigating Economic Uncertainties – Panel Discussion

This engaging panel discussion will explore the evolving role of CFOs as strategic leaders of organizational change. As companies face unprecedented challenges - economic shifts, technological advancements, and the increasing need for innovation - CFOs are stepping beyond traditional financial stewardship to become catalysts for transformation. The panel will be facilitated by Surgent's Accounting and...

Non Member: $65
Credit Hours: 1