Self-Study Video
(SSTX423/26) Surgent’s Federal Tax Update
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually...
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(SSTX569/26) Surgent’s Taxation of the Mobile Workforce
Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area, but also examine statutes that are still developing. Using real-life examples...
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(SSTX406/26) Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
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(SSTX401/26) Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference...
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Self-Study Video
(SSTX669/26) Surgent’s Weekly Expert Hour (Original Air Date: 10/10/24)
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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(SSTX465/26) Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
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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Self-Study Video
(SSTX649/26) Surgent’s Weekly Expert Hour (Original Air Date: 5/16/24)
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
(SSTX479/26) Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of sale:...
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(SSTX565/26) Surgent’s Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be...
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Self-Study Video
(SSTX641/26) Surgent’s Weekly Expert Hour (Original Air Date: 6/16/22)
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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