Self-Study Video
(SSTX338/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/30/24)
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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Self-Study Video
(SSTX281/27) Surgent’s Tax Update for Client Advisory Services
Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with - information reporting, payroll tax issues, and tax credit and deduction...
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Self-Study Video
(SSTX337/27) Surgent’s Weekly Expert Hour (Original Air Date: 5/23/24)
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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Self-Study Video
(SSTX344/27) Surgent’s Weekly Expert Hour (Original Air Date: 7/18/24)
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...
Read More
Self-Study Text
(SSTX168/27) Surgent’s This Year’s Top Tax and Financial-Planning Ideas
With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. 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 for CPAs who are looking...
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Self-Study Text
(SSTX170/27) Surgent’s Individual and Financial-Planning Tax Camp
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and...
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Livestream
(LITX36/27) Tax Planning: Multi-State Nexus, Apportionment, and SALT Exposure
Gain clarity around the growing risks and planning opportunities tied to multi-state business activity and SALT exposure. This course delivers practical guidance on nexus standards, apportionment methods, and proactive planning strategies to help manage compliance and reduce unexpected state tax liabilities.
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Self-Study Video
(SSTX128/27) The Best Individual Income Tax Update Course by Surgent
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that...
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Self-Study Text
(SSTX119/27) Surgent’s S Corporation, Partnership, and LLC Tax Update
If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted...
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Self-Study Video
(SSTX255/27) Surgent’s Strategies for Maximizing Social Security Benefits
As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and the alternative payment options available...
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