Self-Study Text
(SSTX245/27) Surgent’s How to Settle a Client’s Estate
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. This course enables the accountant...
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(SSTX259/27) Surgent’s Advanced Individual Income Tax Return Issues
Most accounting and financial professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for...
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Self-Study Video
(SSTX223/27) Surgent’s Understanding Partnership Taxation: Debt Allocations
How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners, and the gain or loss on the sale of a partnership interest. However, the allocation of debt can differ depending on the type...
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Self-Study Video
(SSTX395/27) Surgent’s Weekly Expert Hour (Original Air Date: 1/15/26)
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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(SSTX204/27) 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 through the complex IRS Appeals.
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Self-Study Video
(SSTX282/27) Surgent’s Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203
Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a pass-through entity from taking a...
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(SSTX100/27) Surgent’s Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference...
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Livestream
(LITX67/27) Use IRS Rules to Get the IRS Out of Your Retirement
Your clients with IRAs, 401(k)s, 403(b)s or other qualified accounts have a big tax bill coming their way. They will face:Required Minimum Distributions.Growing tax bill as accounts grow.Beneficiaries with the tax burden for required account liquidation within 10 years.The IRS is in control. In this session learn a little known strategy that will:Reduce your client's...
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(SSTX200/27) 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
(SSTX142/27) Surgent’s Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?
This course provides essential knowledge for Client Advisory Services (CAS) professionals navigating multistate taxation and managing tax deadlines. We'll start by exploring the implications of the Wayfair decision, focusing on general rules for sales and income tax nexus across states. You'll learn what to look for in state statutes and gain a solid foundation for...
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