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(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