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(SSTX162/25) Surgent’s 2023 Tax Update
Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest tax legislation applicable to individual and business clients. Continually updated...
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(SSTX104/25) Surgent’s Review of Form 709 – Gift Tax Return
This course will enable practitioners to understand the basic practical issues of preparing the gift tax Form 709. This course covers the disclosure requirements and the information necessary to properly prepare the form.
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(SSTX290/25) Surgent’s Weekly Expert Hour (Original Air Date: 10/22/20)
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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(SSTX106/25) Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
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(SSTX295/25) Surgent’s Weekly Expert Hour (Original Air Date: 09/17/20)
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
(SSTX272/25) Surgent’s Weekly Expert Hour (Original Air Date: 6/17/21)
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
(SSTX249/25) Surgent’s Weekly Expert Hour (Original Air Date: 9/30/21)
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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(SSTX170/25) Surgent’s Liquidation of Flow-Through Entities for LLCs and Partnerships
Part of the technical competence of most experienced tax practitioners is the ability to advise owners of S corporations and partnerships or multiple-member LLCs treated as partnerships regarding the tax rules that apply when these entities liquidate. Entity liquidations do not occur every day; but they do occur, and often at very critical times in...
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(SSTX277/25) Surgent’s Weekly Expert Hour (Original Air Date: 5/13/21)
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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(SSTX166/25) Surgent’s Individual Tax Planning Ideas
With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income...
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