Self-Study Video
(SSTX453/26) Surgent’s A Complete Tax Guide to Exit Planning
When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various...
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(SSTX490/26) Surgent’s The Top Five Tax Issues in Dealing with LLCs and Partnerships
Partnerships and LLCs involve unique problems that require careful attention. This course covers selected critical tax issues that practitioners need to know when working with partnerships and limited liability companies, with a focus on planning opportunities and pitfalls.
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Self-Study Video
(SSTX601/26) Surgent’s Weekly Expert Hour (Original Air Date: 6/03/21)
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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(SSTX533/26) 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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(SSTX577/26) Surgent’s Weekly Expert Hour (Original Air Date: 9/30/21)
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
(SSTX473/26) Surgent’s Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer
This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Continuously updated for the latest legislation, including the Inflation Reduction Act, American Rescue Plan Act, the Consolidated Appropriations Act of 2021, the CARES Act, the SECURE Act, and the Tax Cuts and Jobs Act...
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(SSTX501/26) Surgent’s Max the Tax: Section 754
Two firms need expert help with Section 754, and game participants are just the right people to assist. First, partners at LMN, LLP are considering electing Section 754. They need to understand key aspects of the process and want to ensure the best outcome to their basis in partnership property and interest. Participants must then...
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Self-Study Video
(SSTX552/26) Surgent’s Social Security and Medicare: Planning for You and Your Clients
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both...
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(SSTX424/26) 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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(SSTX492/26) Surgent’s Multistate Income Tax Issues
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional...
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