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(SSOT111/27) Surgent’s Business Law Essentials for Practitioners and Controllers

This course covers basic legal principles that every accountant should be familiar with to avoid common legal disputes and costly litigation. By analyzing business law issues from the standpoint and background of accountants and auditors, this course will help you develop an approach to client and practice issues with a sensitivity and appreciation for potential...

Non Member: $360
Credit Hours: 8

(SSTX216/27) Surgent’s Preparing Individual Tax Returns for New Staff and Paraprofessionals

The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes,...

Non Member: $360
Credit Hours: 8

(SSTX189/27) Surgent’s What Tax Practitioners Need to Know About Medicare

Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If...

Non Member: $95
Credit Hours: 2

(SSAA184/27) Surgent’s Guide and Update to Compilations, Reviews, and Preparations

Specifically designed for preparation, compilation, and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements through the issuance of SSARS...

Non Member: $180
Credit Hours: 4

(SSAA154/27) Surgent’s Accounting for Litigation and Legal Contingencies

This course provides an overview of the accounting and financial reporting requirements with respect to litigation. This includes distinguishing between probable, reasonably possible, and remote litigation outcomes as well as how to evaluate, recognize, measure, and disclose litigation-related contingencies.

Non Member: $95
Credit Hours: 2

(SSTE121/27) Surgent’s IT Systems and Data Management

Explore the critical intersections between information technology (IT) systems and data management through this specialized CPE course for accounting professionals. This session covers business resiliency and disaster recovery strategies, change management processes, and much more. Through interactive discussions and hands-on activities, participants will learn how to enhance their organization's IT framework while ensuring robust data...

Non Member: $95
Credit Hours: 2

(SSAA146/27) Surgent’s Accounting for Guarantees

Guarantees are often included within certain purchase agreements, sales agreements, commercial agreements, and many other types of agreements. This course provides an overview of the accounting, reporting, and disclosure requirements related to guarantees. The U.S. GAAP guidance related to guarantees is prescribed by ASC Topic 460.

Non Member: $45
Credit Hours: 1

(SSTX322/27) 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

(SSTX263/27) Surgent’s Top Ten Questions from Partnership Clients Regarding the Section 754 Election

This program is an in-depth analysis of the Section 754 election and the two adjustments associated with the election under Section 743(b) and Section 734(b). The 754 election is a highly technical provision that provides great tax benefits to the owners of the partnership, and particularly in the case of Section 743(b), a new partner....

Non Member: $180
Credit Hours: 4

(SSTX255/27) Surgent’s Strategies for Maximizing Social Security Benefits

As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and the alternative payment options available...

Non Member: $95
Credit Hours: 2

(SSAA128/27) Surgent’s Evaluating Sufficiency and Appropriateness of Audit Evidence

During a financial statement audit the auditor obtains an understanding of the entity and its environment (including its internal control), performs a risk assessment and from that work designs substantive procedures that will be responsive to the level of risk assessed. At the end of the audit, the auditor assesses the sufficiency and appropriateness of...

Non Member: $95
Credit Hours: 2

(SSTX119/27) Surgent’s S Corporation, Partnership, and LLC Tax Update

If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted...

Non Member: $180
Credit Hours: 4

(SSTX128/27) The Best Individual Income Tax Update Course by Surgent

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that...

Non Member: $360
Credit Hours: 8

(SSTE104/27) Surgent’s Anatomy of a Ransomware Event and Incident Response

The past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks, but there is little understanding of how they occur, how a response is undertaken, and how the chances of experiencing one can be reduced. Join us to learn about these...

Non Member: $95
Credit Hours: 2

(SSTX170/27) Surgent’s Individual and Financial-Planning Tax Camp

Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and...

Non Member: $360
Credit Hours: 8

(SSOT113/27) Surgent’s Business Law for Small Business Owners

One of the most intimidating aspects of going into business for yourself is compliance. Tax, employment, and regulatory laws are difficult to navigate, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course, we will cover basic compliance areas for small...

Non Member: $180
Credit Hours: 4

(SSTX168/27) Surgent’s This Year’s Top Tax and Financial-Planning Ideas

With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking...

Non Member: $360
Credit Hours: 8

(SSTX344/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/18/24)

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

(SSTE123/27) Surgent’s Max the Tax: Metaverse

Your client, Multi-Mega Markets Corporation (MMM), a global conglomerate with businesses in entertainment, fashion, retail, software, technology and other industries, is looking for advice on the state of the metaverse. They are considering starting a new subsidiary in the metaverse called The MegaVerse (TMV). Your help is needed to share accurate information about the metaverse,...

Non Member: $55
Credit Hours: 1

(SSAA245/27) Surgent’s Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis

While the effective date of Topic 606 has passed for most entities, there will always be a need for a comprehensive review of the accounting related to revenue recognition. Also, if you are taking advantage of the FASB deferral of Topic 606's effective date, you are still completing your implementation plan. Whether you are looking...

Non Member: $360
Credit Hours: 8

(SSTX337/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/23/24)

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

(SSTX281/27) Surgent’s Tax Update for Client Advisory Services

Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with - information reporting, payroll tax issues, and tax credit and deduction...

Non Member: $180
Credit Hours: 4

(SSTE132/27) Surgent’s Power Query Series: Formulas, M Language, and Error Handling

Even for experienced Excel users, there is a learning curve to using formulas in Power Query (Excel version). This course presents the fundamentals of this concept. In addition, this webinar introduces users to the "M" language in Power Query, as well as types of errors that users may encounter. Hands-on examples reinforce all of these...

Non Member: $70
Credit Hours: 1

(SSTX338/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/30/24)

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

(SSAA118/27) Surgent’s Reviewing Audit Workpapers

Audit documentation provides the principal support for the independent auditor's report. Therefore, it is important that workpapers meet professional standards. Anything less could result in peer or regulatory review deficiencies at as a worse case, lawsuits when fraud occurs at a company. The auditor is not responsible for identifying fraud. But the auditor is responsible...

Non Member: $95
Credit Hours: 2

(SSTX360/27) Surgent’s Weekly Expert Hour: Implications of the 2024 Election Results (Original Air Date: 11/7/24)

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

(SSAA264/27) Surgent’s Surging Auditors: Wally’s Warehouse

During this interactive game, participants take the role of an auditor performing a physical inventory observation at a client's warehouse. Participants will have the opportunity to use their powers of observation and exercise professional skepticism in identifying areas of risk that might need follow-up, interviewing Wally the client, and performing inventory test counts. After performing...

Non Member: $55
Credit Hours: 1

(SSTX273/27) Surgent’s U.S. Taxation of Foreign Corporations: A Case Study Approach

This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under tested income (formerly known as global intangible low-taxed income or GILTI), Subpart F,...

Non Member: $135
Credit Hours: 3

(SSTX301/27) Surgent’s Weekly Expert Hour (Original Air Date: 8/26/21)

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

(SSAA230/27) Surgent’s Internal Controls, COSO, and COVID-19

Companies that fall victim to fraud schemes need to reassess internal controls in order to prevent future fraudulent activity. In this course, we will review the 18 most prevalent internal controls that should be present (as well as designed and operating effectively) in order to prevent future frauds. These controls are taken from Association of...

Non Member: $180
Credit Hours: 4

(SSTX226/27) Surgent’s New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock

This program reviews and analyzes the important changes made by the One Big Beautiful Bill Act (OBBBA) to qualified small business stock (QSBS) covered under Section 1202. Effective for stock issued after July 4, 2025, there are important changes that make Section 1202 much more appealing to clients willing to run the risks associated with...

Non Member: $95
Credit Hours: 2

(SSAA253/27) Surgent’s Applying the Yellow Book to a Financial Statement Audit

Knowing just a little about the Yellow Book can hurt you! It is important to have a thorough understanding of the standards. This course covers the Yellow Book financial auditing requirements and prepares you to excel in applying the standards. You will learn precisely what the Yellow Book does and does not require auditors to...

Non Member: $180
Credit Hours: 4

(SSTX328/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/16/22)

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

(SSAA164/27) Surgent’s The Most Critical Challenges in Governmental Accounting Today

With the constant churning of governmental accounting standards, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15...

Non Member: $180
Credit Hours: 4

(SSTE151/27) Surgent’s The 10 Must-Know Excel Features

Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of data validations and conditional formatting, this course offers a deep dive into Excel's most...

Non Member: $115
Credit Hours: 2

(SSAA176/27) Surgent’s Controllership Skills Update: Risk Management

The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizations proved not to be the key to success. Again, we saw that failures can result in areas/industries thought to...

Non Member: $95
Credit Hours: 2

(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

(SSAA195/27) 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. Add to that the requirement to implement the revised risk assessment standards (SAS 145) and it's easy to...

Non Member: $180
Credit Hours: 4

(SSTX190/27) Surgent’s Multistate Income Tax Issues

With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional...

Non Member: $180
Credit Hours: 4

(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

(SSTX150/27) Surgent’s Tax Reporting for Executive Compensation

This comprehensive course delves into the intricate world of executive compensation, focusing on the taxation and reporting procedures for various types of compensation arrangements. Participants will gain a deep understanding of the key differences between incentive stock options (ISOs) and nonqualified stock options (NQSOs), as well as the tax treatment and reporting requirements for restricted...

Non Member: $95
Credit Hours: 2

(SSBM102/27) Surgent’s Achieving High Levels of Compliance and Customer Service in Your Organization

Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an...

Non Member: $180
Credit Hours: 4

(SSTX369/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/8/25)

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

(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

(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

(SSTE147/27) Surgent’s Excel for Staff Level 2 – Getting More Out of Excel

Excel can do so many things, but what are some of the features that can really help accountants take their Excel skills to the next level? This course is designed to explore them. To learn ALL the capabilities of Excel would take hundreds of hours of training, so this 2-hour course is designed to give...

Non Member: $115
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

(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

(SSOT103/27) Surgent’s Coaching Skills for Managers and Supervisors

This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing...

Non Member: $180
Credit Hours: 4

(SSTX388/27) Surgent’s Weekly Expert Hour (Original Air Date: 10/16/25)

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