Self-Study Text
(SSOT147/27) Surgent’s Securing a Comfortable Retirement
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.
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Self-Study Video
(SSTX246/27) Surgent’s Update on the SECURE 2.0 Act
This course provides a comprehensive analysis of the SECURE 2.0 Act. The principal focus of the Act is to expand retirement coverage and increase retirement savings. As such, the Act has many important changes relating to IRAs and qualified plans. This legislation alters the landscape of retirement planning for taxpayers of all ages. Make sure...
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Self-Study Video
(SSTX253/27) Surgent’s Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather,...
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Livestream
(LITX18/27) Understanding Corporate Taxation: Tax Credits, Disposing of Shares & Corporate AMT
Corporate taxation can be complex—but understanding it is essential for practitioners who advise business clients. This course provides a focused, practical review of three key areas that frequently arise in corporate tax planning and compliance: corporate tax credits, stock redemptions and dispositions, and the Corporate Alternative Minimum Tax (CAMT). In this course, we will examine the...
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Self-Study Video
(SSTX118/27) Surgent’s Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly, and that movement of retirement assets, including between IRAs and...
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Self-Study Video
(SSTX115/27) Surgent’s Technical Business Practice Issues and Tax Forms for Experienced Practitioners
Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff focus on the essential amidst the cacophony of IRS and legislative changes and avoid costly mistakes.This course brings to the forefront advanced preparation issues,...
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Self-Study Video
(SSTX353/27) Surgent’s Weekly Expert Hour (Original Air Date: 9/19/24)
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
(LITX54/27) Understanding Corporate Taxation: Accounting Methods, Deduction Timing & Losses
A deduction is a deduction is a deduction. Right? Well, not exactly. In corporate taxation, the general rule is that a corporation can deduct any expenditure that is ordinary, necessary, and reasonable. However, there are nuances that we need to be aware of, such as a floor on charitable contributions, limits on meals, and even...
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Self-Study Video
(SSTX303/27) Surgent’s Weekly Expert Hour (Original Air Date: 8/12/21)
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
(LITX30/27) Lifecycle Financial Planning – Calculating Education Needs, the FAFSA & Education Credits
As the cost of higher education continues to climb, paying for college has become a much bigger strain on the wallets of American families. For this reason, a greater value has been placed on education planning. However, knowing how financial aid and education credits fit together is a challenge for the practitioner. Perhaps an even...
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