Self-Study Video
(SSTX636/26) Surgent’s Weekly Expert Hour (Original Air Date: 5/12/22)
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
(SSTX483/26) 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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Self-Study Video
(SSTX612/26) Surgent’s Weekly Expert Hour (Original Air Date: 12/03/20)
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 Text
(SSTX421/26) The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will...
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Self-Study Video
(SSTX531/26) Surgent’s Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the NEW Proposed RMD Regulations
Required minimum distributions (RMD) must begin for the year in which the account owner reaches age 72 unless an exception applies. RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts is more complex than those that apply to RMDs for non-inherited accounts. Failure to comply with the...
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Self-Study Video
(SSTX595/26) Surgent’s Weekly Expert Hour (Original Air Date: 7/22/21)
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 Text
(SSTX534/26) Surgent’s S Corporation Taxation: Advanced Issues
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.
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Self-Study Video
(SSTX598/26) 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...
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Self-Study Video
(SSTX568/26) Surgent’s Tax Loss Limitations Imposed on Individuals and Pass-through Entities
Tax practitioners advising their business clients must be fully informed regarding the multiple loss limitation provisions that apply to individuals conducting businesses and pass-through entities. This program covers the loss limitation rules that tax practitioners must know in order to advise their individual and pass-through entity clients fully and adequately as to when and if...
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(SSTX503/26) Surgent’s Max the Tax: Entity Selection
A client is starting a new business and needs advice on whether to choose an S or C corporation. She is seeking support to determine the most advantageous entity from a tax-efficiency perspective. Participants will first ask relevant questions about the client's plans and then advise her on entity selection based on their expertise.
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