Self-Study Text
(SSTX185/25) Surgent’s Max the Tax: Section 754
Two firms need expert help with Section 754, and game participants are just the right people to assist. First, partners at LMN, LLP are considering electing Section 754. They need to understand key aspects of the process and want to ensure the best outcome to their basis in partnership property and interest. Participants must then...
Read More
Self-Study Video
(SSTX127/25) Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.
Read More
Self-Study Video
(SSTX234/25) Surgent’s Critical Issues Involving Taxation of Construction Contractors
Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts owed. In this course, we will highlight these areas and discuss potential opportunities for...
Read More
Self-Study Text
(SSTX206/25) Surgent’s Real Estate Tax Boot Camp
This course is a `deep dive' into all things real estate tax-related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, holding, managing, constructing, and disposing of real estate. You will leave the course able to navigate critical...
Read More
Self-Study Video
(SSTX229/25) 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...
Read More
Self-Study Text
(SSTX114/25) Surgent’s S Corporation, Partnership, and LLC Tax Update
If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted...
Read More
Self-Study Video
(SSTX270/25) Surgent’s Weekly Expert Hour (Original Air Date: 7/01/21)
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...
Read More
Self-Study Video
(SSTX318/25) Surgent’s Weekly Expert Hour (Original Air Date: 7/21/22)
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...
Read More
Self-Study Video
(SSTX198/25) Surgent’s Preparing Individual Tax Returns for New Staff and Paraprofessionals
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes,...
Read More
Self-Study Text
(SSTX129/25) 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...
Read More