Specialized Knowledge

Self-Study Video

Specialized Knowledge, Taxes

(SSOT132/25) 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 they will require and planning for how to reach their retirement goals.
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Self-Study Text

Specialized Knowledge, Taxes

(SSOT130/25) 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 they will require and planning for how to reach their retirement goals.
Read More

Self-Study Video

Specialized Knowledge, Taxes

(SSST123/25) 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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