Self-Study Video
(SSOT437/26) Surgent’s Raising Financially Capable Children
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients' first contact is with their accounting...
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Self-Study Text
(SSOT440/26) 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.
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Self-Study Video
(SSOT453/26) Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who...
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Self-Study Video
(SSOT431/26) Surgent’s Marijuana: A Generalized Business Viewpoint
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of cannabis brings with it a...
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Self-Study Text
(SSOT442/26) Surgent’s Securing a Comfortable Retirement in the Age of Spending
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.
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Self-Study Video
(SSOT441/26) Surgent’s Securing a Comfortable Retirement in the Age of Spending
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.
Read More
In-Person
(PEPIU/26) SCACPA Roadshow & Professional Issues Update – Florence
The SCACPA Professional Issues Update addresses several of the issues affecting the CPA profession. Participants will receive a comprehensive overview of the changes to state regulations and an overview of the challenges facing the CPA talent pipeline and how we as a profession can impact them. Participants will also find out how SCACPA is supporting...
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In-Person
(FOPIU/26) SCACPA Roadshow & Professional Issues Update – Spartanburg
The SCACPA Professional Issues Update addresses several of the issues affecting the CPA profession. Participants will receive a comprehensive overview of the changes to state regulations and an overview of the challenges facing the CPA talent pipeline and how we as a profession can impact them. Participants will also find out how SCACPA is supporting...
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In-Person
(PIPIU/26) SCACPA Roadshow & Professional Issues Update – Greenville
The SCACPA Professional Issues Update addresses several of the issues affecting the CPA profession. Participants will receive a comprehensive overview of the changes to state regulations and an overview of the challenges facing the CPA talent pipeline and how we as a profession can impact them. Participants will also find out how SCACPA is supporting...
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In-Person
(CAPIU/26) SCACPA Roadshow & Professional Issues Update – Rock Hill
The SCACPA Professional Issues Update addresses several of the issues affecting the CPA profession. Participants will receive a comprehensive overview of the changes to state regulations and an overview of the challenges facing the CPA talent pipeline and how we as a profession can impact them. Participants will also find out how SCACPA is supporting...
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