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(SSAA129/25) 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

(SSTX197/25) 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

(SSTX283/25) Surgent’s Weekly Expert Hour (Original Air Date: 12/17/20)

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

(SSAA274/25) Surgent’s Surging Auditors: Professional Skeptic

Participants play the role of an auditor collecting information, making inquiries, and documenting findings around the audit of Home D‚cor and More. They develop professional skepticism skills as they analyze data obtained from an interview with Courtney the Controller, comparing, confirming, and corroborating it against information provided by the CFO. Some things aren't matching up...

Non Member: $55
Credit Hours: 1

(SSTX172/25) Surgent’s Taking Advantage of Like-Kind Exchanges

When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of...

Non Member: $95
Credit Hours: 2

(SSTX124/25) Surgent’s Top Business Tax Planning Strategies

Tax planning for the end of 2023 and for 2024 is largely built upon legislation contained within the Inflation Reduction Act and the SECURE Act 2.0, both enacted in 2022, that offers new planning options for businesses. There are, however, other business tax changes that come from other pieces of legislation, IRS pronouncements of various...

Non Member: $95
Credit Hours: 2

(SSTX298/25) Surgent’s Weekly Expert Hour (Original Air Date: 8/27/20)

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

(SSTX317/25) Surgent’s Weekly Expert Hour (Original Air Date: 7/14/22)

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

(SSTX208/25) Surgent’s Real Estate for Accounting and Finance Professionals

Explore the intricacies of federal income taxation as it intertwines with rental real estate activities. This course delves into the calculation of rental income, understanding the nuances of deductions, and unraveling the complexities of passive activity loss rules. Whether it's mastering Schedule E or understanding Congress' intent behind tax laws, professionals will leave with an...

Non Member: $115
Credit Hours: 2