Self-Study Video
(SSTX101/27) 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...
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Self-Study Text
(SSTX136/27) 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...
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Self-Study Video
(SSTX111/27) Surgent’s Unique Tax Attributes of Different Entity Types
When putting together a financial plan, it is important to remember that the tax situation of the business and the individual are often intertwined. Therefore, decisions about entity type are vitally important. Practitioners need to understand not only how different entities are taxed, but also which taxes will have the greatest impact on the individual...
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Self-Study Video
(SSTX373/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/12/25)
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...
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Self-Study Video
(SSTX161/27) Surgent’s Guide to Payroll Taxes and 1099 Issues
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, they have also been subject to employer incentives. The Service has announced that uncovering noncompliance by...
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Self-Study Video
(SSTX320/27) Surgent’s Weekly Expert Hour (Original Air Date: 1/20/22)
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...
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Self-Study Video
(SSOT134/27) Surgent’s Employer’s Handbook: Legal, Tax, and Health Care 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. It will be updated and supplemented throughout the year to cover...
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Livestream
(LITX22R2/27) Exploring Client Advisory Services – Hiring New Workers & Payroll Taxes – Rebroadcast
When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many small business owners, this can...
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Self-Study Video
(SSTX383/27) Surgent’s Weekly Expert Hour (Original Air Date: 8/28/25)
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...
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Livestream
(LITX55/27) Understanding Partnership Taxation – PTE Elections, 754 Elections, & Selling a Partnership Interest
Partnership tax law is always difficult. However, when certain transactions come up, not knowing how to handle them can be costly to clients and practitioners. In this course we discuss several of these types of situations. We will explore the tax impacts of a PTE election and how a 754 election affects the inside basis...
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