Self-Study Video
(SSTX370/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/15/25)
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
(SSTX300/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/02/21)
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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Livestream
(LITX61/27) Lifecycle Financial Planning – Simple But Effective Individual Tax Planning Strategies
After the Tax Cuts & Jobs Act, practitioners had to change their approach to planning. There simply were not as many itemized deductions as there used to be. While many courses focus on complex strategies that will only work with high-net-worth clients, there are many effective strategies still available today that will work with any...
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Self-Study Text
(SSTX202/27) 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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Livestream
(LITX46/27) Exploring Client Advisory Services – Working with Foreign Contractors
In an increasingly online world where geography is less important, some companies are looking outside of the United States for talent. However, foreign contractors have many unique tax attributes - and their filing requirements can differ depending on if they are classified as a resident or nonresident alien. In this course, we will discuss basic...
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Self-Study Video
(SSTX244/27) Surgent’s S Corporation Core Tax Issues From Formation Through Liquidation
As experienced staff members master the preparation intricacies of an 1120-S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both theory and practice overarching principles that govern S corporations from formation to revocation, termination and liquidation. Experienced,...
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Livestream
(LITX37/27) Understanding Partnership Taxation – Schedules K-2 & K-3
The Schedule K-2 & K-3 reporting requirements have been challenging for many practitioners. Confusing guidance on who needs to file and relief from stiff penalty provisions are only half the battle. How do these forms change the calculation of the foreign tax credit on Form 1116? What about the Form 1118? Do Form 8865 filers...
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Self-Study Video
(SSTX339/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/6/24)
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 Video
(SSTX306/27) 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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Livestream
(LITX42/27) Client Advisory Services Tax Update – End of Year 2026
If you are a client-facing tax practitioner that is looking for a tax update that gives practical advice without all the fluff, this is the course for you! As the year winds down, CAS professionals face a wave of year-end deadlines, planning opportunities, and questions from clients. In this course, we'll cover year-end payroll and...
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