Self-Study Text
(SSTX194/27) 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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Self-Study Video
(SSTX110/27) Surgent’s Adapting to OBBBA Changes: A Strategic Review
Accounting and finance practitioners are continually asked for strategic planning advice. In this course, we will cover topics that will make clients, and their advisors, tax smart and tax prepared for the coming year and beyond.This program is a two-hour review and analysis of what we consider some of the most important changes from the...
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Livestream
(LITX51/27) Exploring Client Advisory Services – Types of IRS Notices & Best Practices
One thing that is nearly impossible to get away from as a tax practitioner is IRS notices. Even if you are not a tax attorney, it is important to know what to do when the client comes to you with a letter. What information do you need to collect? What types of notices are there?...
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Self-Study Video
(SSTX222/27) Surgent’s Purchase and Sale of a Residence: Critical Tax Issues
Many clients end up selling one or more residences during their lifetimes. Tax practitioners must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides general tax practitioners with the tax rules they need to know to help their clients when they...
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Self-Study Video
(SSTX143/27) Surgent’s Establishing State Residency and Saving Your Clients Money
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients seeking to establish residency in...
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Self-Study Video
(SSTX286/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/23/21)
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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Livestream
(LITX31/27) Lifecycle Financial Planning: Tax Planning – Depreciation
Depreciation can be a very large and important deduction for owners of rental properties and small businesses. It can allow these taxpayers to be cash flow positive while declaring significantly less taxable income. However, this gets tricky. Are there elections we can make that may help us in later tax years? When does depreciation need...
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Self-Study Video
(SSTX314/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/27/21)
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
(SSTX289/27) Surgent’s Weekly Expert Hour (Original Air Date: 10/07/21)
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
(SSTX182/27) Surgent’s International Tax Challenges and Opportunities for U.S. Filers
Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented to U.S. expats or investors...
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