Self-Study Text
(SSTX195/27) Surgent’s Max the Tax: Tax Impacts on Exit Planning
This "jeopardy"-style, interactive game introduces tax advisors to the fundamentals of exit planning strategies. After exploring some essential concepts, key principles, and sophisticated techniques regarding the sale of a business, the "contestant" will put their skills to the test in navigating everyday questions that must be addressed by a tax advisor.
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Self-Study Video
(SSTX103/27) 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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Livestream
(LITX02R/27) Tax Planning: Capital Gains, Loss Harvesting & Basis Planning – Rebroadcast
Plan smarter and preserve more value with practical strategies for managing capital gains, harvesting losses, and optimizing tax basis decisions. This course equips practitioners with actionable planning techniques to minimize tax impact and improve outcomes for clients and businesses.
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Self-Study Text
(SSTX130/27) Surgent’s Succession Planning for the Small Business Owner: Finding the Exit Ramp
The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This...
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Self-Study Text
(SSTX199/27) Surgent’s Max the Tax: Crypto Craze
Participants must use their expertise to assist a new client who just received Letter 6173 from the IRS. The client didn't share any crypto-related transactions or events with the tax accountant who filed the original return. It's up to the participants to meet with the client and uncover details of the activities so an accurate,...
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Self-Study Text
(SSTX188/27) 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 Text
(SSTX162/27) 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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Self-Study Video
(SSTX264/27) Surgent’s Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advise their clients regarding how Trump Accounts operate. The course will also discuss the comparison between Trump Accounts...
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Self-Study Text
(SSTX212/27) Surgent’s Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course covers tax areas affecting all business entities, providing a solid basis for staff to handle business entity returns. Such business tax topics include the sale of assets used in a trade or business (Form 4797), depreciation...
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Self-Study Text
(SSTX169/27) Surgent’s This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial...
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