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(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(SSTX112/27) Surgent’s Section 199A: Applications and Challenges

Section 199A has been with us since the Tax Cuts and Jobs Act of 2017 was passed. Your clients look to you for explanations and best practices to maximize the 20 percent deduction. Pass-through entities and real estate investors stand to benefit from valuable tax cuts. The average practitioner cannot afford to be uninformed on...

Non Member: $180
Credit Hours: 4

(SSTX240/27) Surgent’s Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings

Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S corporations, understanding how shareholder basis and the equity section of the balance sheet work together for tax purposes is imperative for...

Non Member: $95
Credit Hours: 2

(SSTX368/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/1/25)

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

(SSTX214/27) Surgent’s Taxation of Partnership Distributions and Sales of Partnership Interests

This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests - topics that tax practitioners are often asked about by clients.Tax practitioners are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences of these transactions. Additionally, tax practitioners...

Non Member: $180
Credit Hours: 4

(SSTX316/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/13/21)

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

(SSTX217/27) Surgent’s Partnership and LLC Core Tax Issues From Formation Through Liquidation

As staff members gain more experience, they are expected to take on more complex assignments with minimal supervision. This course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation. The material provides a deep life-cycle study into critical areas of formation, special allocations...

Non Member: $360
Credit Hours: 8

(SSOT157/27) Surgent’s Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues

Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals. Left unchecked, a life centered exclusively around the demands of work can be both physically...

Non Member: $95
Credit Hours: 2

(SSTX154/27) Surgent’s A Complete Tax Guide to Exit Planning

When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various...

Non Member: $115
Credit Hours: 2

(SSTX221/27) Surgent’s Estate and Life Planning Issues for the Middle-Income Client

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Continually...

Non Member: $360
Credit Hours: 8

(SSTX149/27) Surgent’s Making Sense of Essential OBBBA Provisions

When clients ask questions about the impact of new tax legislation embodied in OBBBA, it is important that accounting and finance practitioners can reply with accurate and relevant planning strategies. This program prepares accounting and finance practitioners with the knowledge and insights to help their clients apply the new law to their advantage.This program is...

Non Member: $130
Credit Hours: 2

(SSTX152/27) Surgent’s IRS Tax Examinations and Hot Issues

The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns, Accounting, Tax, and Financial Professionals...

Non Member: $180
Credit Hours: 4

(SSTX158/27) Surgent’s Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities

Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.

Non Member: $180
Credit Hours: 4

(SSTX184/27) Surgent’s Schedules K-2 and K-3: Preparation of Forms

Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2025 tax year, this course is an essential guide for tax preparers on how to tackle the preparation of these forms. Understanding and preparing these forms requires a basic knowledge of...

Non Member: $95
Credit Hours: 2

(SSTX303/27) Surgent’s Weekly Expert Hour (Original Air Date: 8/12/21)

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

(SSTX353/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/19/24)

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

(SSTX118/27) Surgent’s Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings

Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly, and that movement of retirement assets, including between IRAs and...

Non Member: $95
Credit Hours: 2

(SSTX253/27) Surgent’s Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather,...

Non Member: $360
Credit Hours: 8

(SSTX246/27) Surgent’s Update on the SECURE 2.0 Act

This course provides a comprehensive analysis of the SECURE 2.0 Act. The principal focus of the Act is to expand retirement coverage and increase retirement savings. As such, the Act has many important changes relating to IRAs and qualified plans. This legislation alters the landscape of retirement planning for taxpayers of all ages. Make sure...

Non Member: $95
Credit Hours: 2

(SSOT147/27) Surgent’s Securing a Comfortable Retirement

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.

Non Member: $270
Credit Hours: 6

(SSTX142/27) Surgent’s Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?

This course provides essential knowledge for Client Advisory Services (CAS) professionals navigating multistate taxation and managing tax deadlines. We'll start by exploring the implications of the Wayfair decision, focusing on general rules for sales and income tax nexus across states. You'll learn what to look for in state statutes and gain a solid foundation for...

Non Member: $95
Credit Hours: 2

(SSTX200/27) Surgent’s Max the Tax: Section 754

Two firms need expert help with Section 754, and game participants are just the right people to assist. First, partners at LMN, LLP are considering electing Section 754. They need to understand key aspects of the process and want to ensure the best outcome to their basis in partnership property and interest. Participants must then...

Non Member: $55
Credit Hours: 1

(SSTX100/27) Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms

This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference...

Non Member: $450
Credit Hours: 10

(SSTX282/27) Surgent’s Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203

Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a pass-through entity from taking a...

Non Member: $95
Credit Hours: 2

(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

(SSTX395/27) Surgent’s Weekly Expert Hour (Original Air Date: 1/15/26)

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

(SSTX223/27) Surgent’s Understanding Partnership Taxation: Debt Allocations

How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners, and the gain or loss on the sale of a partnership interest. However, the allocation of debt can differ depending on the type...

Non Member: $95
Credit Hours: 2

(SSTX259/27) Surgent’s Advanced Individual Income Tax Return Issues

Most accounting and financial professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for...

Non Member: $540
Credit Hours: 12