In-Person
(SMTX03/26) Estate Planning for CPAs
Harvest the low-lying fruit for your tax practice. Key planning points to cover with your clients.Enrolled Agent Approved
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Livestream
(LITX65/26) Quarterly Practice & Regulatory Update for Financial Advisors
Between the SEC, FINRA, IRS, and CFP Board, financial advisors already juggle a maze of regulations—and now the One Big Beautiful Bill Act (OBBBA) introduces sweeping changes that redefine tax implications and advisory responsibilities. This 4-hour quarterly update simplifies the chaos, giving you a clear, practical look at what’s new and what it means for...
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Livestream
(LITX64/26) What The Big Beautiful Bill Means for You and Your Clients: Breaking Down Key Tax Provisions
The “Big Beautiful Bill” is the most significant tax law package since the TCJA, and it’s now law. With dozens of TCJA provisions made permanent and plenty of new rules introduced, this session is packed with critical content for tax professionals. You’ll walk away understanding what’s changed, what’s new, and what to prepare for across...
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Livestream
(LITX63/26) Tax Talks with Bill: Tax Deductions That Might Disappear by Next Year
What may happen to deductions in 2025 & 2026? Enrolled Agent Approved
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Self-Study Video
(SSTX556/26) Surgent’s Stock vs. Asset Acquisitions of C Corporations
A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation's ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all...
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Self-Study Video
(SSTX590/26) Surgent’s Weekly Expert Hour (Original Air Date: 8/26/21)
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
(SSTX542/26) Surgent’s Buying and Selling a Business: Tax and Structuring Overview
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand...
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Self-Study Text
(SSTX520/26) Surgent’s Estate and Life Planning Issues for the Middle-Income Client
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Continually...
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Self-Study Video
(SSTX403/26) Surgent’s Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms
The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as a quick and practical reference guide for tax treatment and tax preparation guidelines. Within each chapter,...
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Self-Study Text
(SSTX463/26) Surgent’s Mastering Basis Issues for S Corporations, Partnerships, and LLCs
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.
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