Self-Study Video
(SSTX258/27) Surgent’s Social Security and Medicare: Planning for You and Your Clients
Social Security seems poised for changes in benefits and eligibility age. 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...
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Self-Study Video
(SSTX277/27) Surgent’s Tax Research – Intermediate Concepts
Answering clients' tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources, and describing the steps in the tax...
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Self-Study Video
(SSTX213/27) Surgent’s Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course covers tax areas affecting all business entities, providing a solid basis for staff to handle business entity returns. Such business tax topics include the sale of assets used in a trade or business (Form 4797), depreciation...
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Self-Study Video
(SSTX356/27) Surgent’s Weekly Expert Hour (Original Air Date: 10/10/24)
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...
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Self-Study Video
(SSOT128/27) Surgent’s Employer’s Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area.
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Self-Study Video
(SSTX276/27) Surgent’s Taxation of the Mobile Workforce
Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area and examine statutes that are still developing. Using real-life examples and...
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Self-Study Text
(SSTX153/27) Surgent’s Hot IRS Tax Examination Issues for Individuals and Businesses
The IRS began replenishing its workforce with the additional funding from the Inflation Reduction Act 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,...
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Self-Study Video
(SSTX304/27) Surgent’s Weekly Expert Hour (Original Air Date: 8/05/21)
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...
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Self-Study Text
(SSTX269/27) Surgent’s Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions
With a greater-than-ever S179 deduction boosted by additional first-year depreciation and pandemic-related business-friendly provisions, these are unprecedented times for businesses to make major asset investments.From the most-up-to-date depreciation regulations to inflation adjustments and technical corrections, this course will help you navigate the complex maze of rules dealing with depreciation, amortization, and sales of property. This...
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Self-Study Video
(SSTX270/27) Surgent’s Essential Depreciation and Expensing Update
This course offers a comprehensive analysis of the evolving rules surrounding depreciation, amortization, and property transactions, incorporating the latest inflation adjustments and technical corrections. It offers practical guidance through real-world examples and case studies to clarify complex rules and help professionals stay compliant and informed amid ongoing change.
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