Livestream
(LITX49/27) Tax Planning: Charitable Contributions, Substantiation, and Planning
Maximize tax benefits while ensuring charitable contributions meet strict substantiation requirements. This course provides practical planning strategies and documentation guidance to help support deductions, reduce risk, and withstand IRS review. *EA Approved Course
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Self-Study Text
(SSTX176/27) Surgent’s 2025 Tax Update
Both businesses and individual clients face major changes as a result of tax reform, 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 tax legislation applicable to individual and business clients. Continually updated...
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Self-Study Video
(SSTX241/27) Surgent’s Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed...
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Self-Study Video
(SSTX121/27) The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will...
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Self-Study Video
(SSTX372/27) Surgent’s Weekly Expert Hour (Original Air Date: 6/5/25)
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
(SSTX379/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/31/25)
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
(SSTX365/27) Surgent’s Weekly Expert Hour (Original Air Date: 1/2/25)
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
(SSTX242/27) Surgent’s Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
S corporation taxation has a lot of pieces. There are helpful elections you can make that can potentially save your client money, but there are also rigid rules to adhere to. For example, if there is more than one class of stock, it can terminate the S corporation election. Learning how to successfully navigate these...
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Self-Study Text
(SSTX180/27) Surgent’s Individual Tax Planning Ideas
With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income...
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Self-Study Video
(SSTX385/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/11/25)
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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