Self-Study Video
(SSTX298/25) Surgent’s Weekly Expert Hour (Original Air Date: 8/27/20)
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
(SSTX124/25) Surgent’s Top Business Tax Planning Strategies
Tax planning for the end of 2023 and for 2024 is largely built upon legislation contained within the Inflation Reduction Act and the SECURE Act 2.0, both enacted in 2022, that offers new planning options for businesses. There are, however, other business tax changes that come from other pieces of legislation, IRS pronouncements of various...
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Self-Study Video
(SSTX172/25) Surgent’s Taking Advantage of Like-Kind Exchanges
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of...
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Self-Study Video
(SSTX283/25) Surgent’s Weekly Expert Hour (Original Air Date: 12/17/20)
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 Text
(SSTX197/25) Surgent’s Preparing Individual Tax Returns for New Staff and Paraprofessionals
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes,...
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(SSTX184/25) Surgent’s Max the Tax: Crypto Craze
Participants must use their expertise to assist a new client who just received Letter 6173 from the IRS. The client didn't share any crypto-related transactions or events with the tax accountant who filed the original return. It's up to the participants to meet with the client and uncover details of the activities so an accurate,...
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Self-Study Video
(SSTX190/25) Surgent’s Nuts & Bolts of Cryptocurrency Taxation
Cryptocurrency is heading mainstream. According to a recent study conducted by New York Digital Investment Group, there are 46 million bitcoin holders in the US, and institutions have also shown increased interest in this space. The rising popularity of cryptocurrency and the inclusion of the virtual currency question on the front and center of Form...
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(SSTX154/25) Surgent’s This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial...
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(SSTX174/25) Surgent’s The Top Five Tax Issues in Dealing with LLCs and Partnerships
Partnerships and LLCs involve unique problems that require careful attention. This course covers selected critical tax issues that practitioners need to know when working with partnerships and limited liability companies, with a focus on planning opportunities and pitfalls.
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Self-Study Video
(SSOT143/25) Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who...
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