Self-Study Text
(SSTX173/27) 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 SECURE Act 2.0, the Inflation Reduction Act, American Rescue Plan Act, the Consolidated Appropriations Act of 2021, the CARES Act, the SECURE Act, the Tax Cuts...
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Self-Study Video
(SSTX317/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/06/21)
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
(LITX09R/27) South Carolina Tax Update (Core) – Rebroadcast
Stay current on the latest South Carolina tax law changes that impact individuals, businesses, and practitioners. This core update provides clear, practical guidance on new legislation, conformity issues, and compliance considerations you need to advise clients with confidence.
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Self-Study Video
(SSTX125/27) The Best Federal Tax Update Course by Surgent
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry,...
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Self-Study Video
(SSTX138/27) Surgent’s The Complete Guide to Payroll Taxes and 1099 Issues
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a...
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Self-Study Text
(SSTX126/27) Surgent’s Individual Income Tax Update
This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continually updated to reflect...
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Self-Study Video
(SSTX203/27) Surgent’s Navigating Your Client Through the IRS Appeals Process
Despite the fact that a client's tax matter may be taken directly to court, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating the complex IRS Appeals.
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Self-Study Video
(SSTX135/27) Surgent’s Choosing the Right Business Entity
The business structure a client chooses influences virtually every tax and financial issue associated with the business, including the business's day-to-day operations, its tax liability, how much of the owners' personal assets are at risk, and much more. For this and many other reasons, it is critical that a client choose a business structure that...
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Self-Study Video
(SSTX323/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/12/22)
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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Self-Study Video
(SSTX375/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/3/25)
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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