Livestream
(LITX60/27) Lifecycle Financial Planning: Estate Planning – Form 706 Basics
The estate tax return is very different from nearly every other IRS filing. It is filled with nuances and details that often elude the average practitioner. To make matters worse, clients who have to file a Form 706 are generally wealthy, so errors can be costly. In this course, we will discuss some basic tax...
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Self-Study Video
(SSOT157/27) Surgent’s Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals. Left unchecked, a life centered exclusively around the demands of work can be both physically...
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Livestream
(LITX52/27) Lifecycle Financial Planning: Education Planning – 529 Plans
With the rising cost of college, education planning has become an increasingly greater need for clients. 529 plans continue to be a valuable way to save for college in a tax-efficient way. However, are there any costs that 529 plans cannot be used to cover? What about using 529 plans to cover student loan payments?...
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Self-Study Text
(SSTX217/27) Surgent’s Partnership and LLC Core Tax Issues From Formation Through Liquidation
As staff members gain more experience, they are expected to take on more complex assignments with minimal supervision. This course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation. The material provides a deep life-cycle study into critical areas of formation, special allocations...
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Self-Study Video
(SSTX316/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/13/21)
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
(LITX08R/27) Tax Planning: Charitable Giving, DAFs & Documentation – Rebroadcast
Navigate the tax advantages of charitable giving with confidence while avoiding costly compliance mistakes. This course covers effective use of donor-advised funds (DAFs) and the documentation requirements CPAs need to support deductions and withstand IRS scrutiny.
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Livestream
(LITX33/27) Keeping Up with the Tax Code – Required Minimum Distributions
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. The Keeping Up the Code series takes a look at recent changes to tax law from a practitioner perspective. We don't just hurl...
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Self-Study Video
(SSTX214/27) Surgent’s Taxation of Partnership Distributions and Sales of Partnership Interests
This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests - topics that tax practitioners are often asked about by clients.Tax practitioners are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences of these transactions. Additionally, tax practitioners...
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Self-Study Video
(SSTX285/27) Surgent’s Weekly Expert Hour: Special 2-Hour Edition – House Version of Tax Reform
The House of Representatives passed a version of President Trump's "One Big Beautiful Bill" on May 22, 2025. It contains significant tax law changes and a permanent enactment of the Tax Cuts and Jobs Act (TCJA). These changes must still go through the Senate, and eventually both bodies have to agree on identical versions of...
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Self-Study Video
(SSTX368/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/1/25)
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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