Livestream
(LITX57/27) Tax Research Part 2 – Intermediate
Answering clients' tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources and describing the steps in the tax...
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Self-Study Video
(SSTX280/27) Surgent’s Tax Research
Answering clients' tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the differences between primary and secondary sources, and detailing the steps in the tax...
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Self-Study Text
(SSTX167/27) Surgent’s How to Settle an Estate – An Overview
This course discusses the legal issues in probating and contesting a will, plus the practical issues involved when settling an estate - marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries. Inventory of estate assets is also discussed.
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Livestream
(LITX35/27) Lifecycle Financial Planning: Tax Planning – Qualified Business Income Deduction
Even though it has been around several years, many practitioners fail to take full advantage of the QBI deduction due to its complexity and many nuances. In this course, we will discuss how to maximize the QBI deduction. We will get into the details of what QBI includes (and doesn't include), which entity structures work...
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Livestream
(LITX05R/27) Understanding Real Estate Taxation: Depreciation Issues & Recapture Provisions – Rebroadcast
The taxation of real estate can lead to some surprising results – especially when property is sold. Depreciation recapture can negatively impact a taxpayer’s taxable income in the year of the sale and lead to an unexpected tax bill. In this course, we will use practical examples and illustrations to explore the different types of...
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Self-Study Text
(SSOT133/27) Surgent’s Employer’s Handbook: Legal, Tax, and Health Care Issues
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover...
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Livestream
(LITX44/27) Keeping Up with the Tax Code – Schedules K-2 & K-3
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. The Keeping Up the Tax Code series takes a look at recent changes to tax law from a practitioner perspective. We don't just...
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Livestream
(LITX25/27) Federal Tax Update for Businesses – Summer 2026
Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing, and this shows no signs of slowing down. With the passage of the One Big Beautiful Bill Act (OBBBA) and the more recent guidance about it, there's even more for practitioners to keep up with. Now more...
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Self-Study Text
(SSAA186/27) Surgent’s Construction Contractors: Accounting and Financial Reporting Issues
Accounting and financial reporting for construction contractors may be the most difficult area to comply with the various standards. Construction engagements are, in many instances, more complicated than most lines of business due to the many users of the financial statements. In this course, we will discuss why construction accounting and financial reporting is so...
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Livestream
(LITX59/27) Lifecycle Financial Planning: Estate Planning – A Primer on Gifting
Gifting is a key part of any estate plan. If done correctly, wealth can be transferred to other family members and loved ones while minimizing the tax effects. However, clawback provisions, exemption limitations, and the estate tax structure make this process wrought with potential pitfalls. In this course, we will discuss the rules surrounding gifting,...
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