Self-Study Video
(SSTX281/25) Surgent’s Weekly Expert Hour (Original Air Date: 1/14/21)
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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Self-Study Video
(SSTX293/25) Surgent’s Weekly Expert Hour (Original Air Date: 10/01/20)
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
(SSTX126/25) Surgent’s Key Partnership and S Corporation Tax Planning Strategies
Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.
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Self-Study Video
(SSTX258/25) Surgent’s Weekly Expert Hour (Original Air Date: 12/09/21)
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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Self-Study Video
(SSTX210/25) Surgent’s Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
When a purchaser buys an existing partner's partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside basis). If the partnership's assets have appreciated sufficiently, the difference between the new partner's inside and outside basis...
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Self-Study Video
(SSTX299/25) Surgent’s Weekly Expert Hour (Original Air Date: 8/13/20)
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
(SSTX215/25) 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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Self-Study Video
(SSTX291/25) Surgent’s Weekly Expert Hour (Original Air Date: 10/15/20)
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
(SSTX242/25) Surgent’s Taxation of the Mobile Workforce
Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area, but also examine statutes that are still developing. Using real-life examples...
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Self-Study Video
(SSOT132/25) Surgent’s Securing a Comfortable Retirement in the Age of Spending
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
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