Taxes

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(SSTX422/26) Surgent’s Basic Estate Administration for CPAs and FAs

Some CPAs & FAs might focus on estate administration; however, many more will come across this through routine work with a client. This course provides an overview of how you can help to administer an estate. It includes a checklist of tasks and an overview of what each entails. This webinar covers minor points such...

Non Member: $95
Credit Hours: 2

(SSTX550/26) Surgent’s Maximizing Your Social Security Benefits

The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies...

Non Member: $360
Credit Hours: 8

(SSTX516/26) 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

(SSTX558/26) Surgent’s Going Out on Your Own: Entity Types and Accounting Methods

Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype, and even looked at locations for your new office. Then it dawns on you.. What type of entity do...

Non Member: $95
Credit Hours: 2

(SSTX437/26) Surgent’s The Complete Guide to Liquidation of Business Entities

Liquidations may be used as an alternative to the sale of a business or as an adjunct to the sale of business assets. The objective of this course is to fully explore the technical tax and business issues in liquidating C corporations, S corporations, partnerships, and limited liability companies. This unique course is essential for...

Non Member: $360
Credit Hours: 8

(SSOT450/26) 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: $90
Credit Hours: 2

(SSTX677/26) Surgent’s Weekly Expert Hour (Original Air Date: 12/12/24)

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

(SSTX627/26) Surgent’s Weekly Expert Hour (Original Air Date: 8/13/20)

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