Self-Study Video
(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 Video
(SSTX271/25) Surgent’s Weekly Expert Hour (Original Air Date: 6/24/21)
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 Video
(SSTX169/25) Surgent’s Schedules K-2 and K-3: Preparation of Forms
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2023 tax year, this course is an essential guide for tax preparers on how to tackle the preparation of these forms. Understanding and preparing these forms requires a basic knowledge of...
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Self-Study Text
(SSTX228/25) Surgent’s Advanced Individual Income Tax Return Issues
Most Accounting and Financial Professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for...
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Self-Study Video
(SSTX237/25) Surgent’s Essential Depreciation and Expensing Update
The "permanent" changes from the TCJA may stand like a lion in the pathway of change, but Washington has its own definition of permanent. Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of rules dealing with depreciation, amortization, and sale of property. This course contains many examples and...
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Self-Study Text
(SSTX176/25) Surgent’s Multistate Income Tax Issues
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional...
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Self-Study Text
(SSTX203/25) Surgent’s Estate and Life Planning Issues for the Middle-Income Client
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Continually...
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Self-Study Video
(SSTX102/25) Surgent’s Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms
The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as a quick and practical reference guide for tax treatment and tax preparation guidelines. Within each chapter,...
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Self-Study Text
(SSTX141/25) Surgent’s IRS Tax Examinations and Hot Issues
Due to IRS issue focused examinations, Accounting and Finance Professionals need to understand what types of returns are selected for examination and ways to help clients survive an IRS audit with little or no change. As a result of issue focused examinations, Accounting and Finance Professionals must understand what the high audit risk area issues...
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Self-Study Text
(SSTX179/25) Surgent’s Multistate Tax Update
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional...
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